William R Wilson Jr Financial Disclosure Report for 2009

8/3/2019 William R Wilson Jr Financial Disclosure Report for 2009

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i , Person Reporting (}ast name, f irsL m~ddl tmtml) 2 . Cou r t or O r gam z at m n 3 1 )at~ of ReportWilson, J~, Wflham R U S D~stnct Cou~t 05/14/2010

4, Title (Arttcle 111 judges iqdt~.ate a~tlve or ~emor slal~ts, 5a. Report Type (~heck apwopr al~ ~pe) 6 R e por t i ng P e r i odmagts tra :e mdges md~ca te fu l l- o~ part-bilge)[] Nommatmn, Oz~c 01/01/2009

U S D~stnct Judge I-~ ],,ilia] ~-~ A ...... ~ Fina l ,o12/3 ]/20095b. [] Amended Rcpoa

7. Chambe~ s or O[f icc Address 8 O n I he bas i s o f t he m f or m at m n c ont a ine d m t h i s R e por t and anymod i f icat ions pcr la~nmg ihereto , ~ t ~s , in my opinion, m compliance500 West Capitol. State D444 w~th apphcabl~ l aws and regulaBons .L~ttle Rock, AR 7220J

Reviewing Officer ..... Date

I I! IP O R T A N T N O T E S : The tnstructtons accompanying thi~ fi)rm must be follo,,ed Complete all parts,checking the WOPcE box for each part ~here you have no reportable tn[ormation. Sign on last page.

[~ N O N E ( . , V o reportable pos~tmn,~ )P O S I T I O N N A M E O F O R G A N IZ A T IO N , E N T IT Y

1 Bored Membe~ Hen d r ~ x C o l l eg e

2 Board Member Federal Judges Assoc~atmn

3 Bo~d Member E~ghfl~ Cncmt lhstoncal Somely ~" --~

~ Board Member fnghth Cucmt Judtc~al Councd

~ N O N I. (No reportable ~grctment,~ )~ PARTIES AND TE~IS

2

3


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F I NA N C I A L D I S C L O S U R E R E P O R F ~ ..... [P ...... R e p o r t i n g D a t e o f R e p o r tPage 2 of 10 W ilson, Jr., William R. 05/14/2010

A. Filers Non-Investment Income_ NO NE (No teport~ble non-investment mc,ome)

DATE SOURCE AND TYPE ~(yoors, not spouses)1

234

B. Spouses Non-Investment Income - Jyyou were married dn~ing at+), port,on o/the reporung ),ear., complete, thts secttan( D o l t a ~ , ~ m o ~ n t n o t , e q ~ e d e x c ~ p t f o r h o n o r a r i a )

~ NONE (No reportable non-investment raceme.)D A T E S O U R C E A N D T Y PE

I 20(i~ SelgEmployed, l awye~2

I V . R E I M B U R S E M E N T S . - , ,. .~ . o ,, ., ,o . . 7.~s,,.s,,y,,o,~, .,,,,.,,,i.,...t .~ l ~ " h ~ d ~ t h o ~ c t o s p o u s e a u d d c p c n d e n : h t l d t t, n ~ p p 2 5 2 7 o ] ] d ~ n g t n ~ o ~ c t t ~ n ~ )~ NONE (No rcportab/e retmbutsemenz~ )

~ ~ LOCATION PLIRPOSE ITEMS PAID OR PROVIDEI)1 Soulh ( amhna Bar Januaw 22 - 23 , 2009 M5 hie Ben ch, SC Speake~ for Bar Meetin g tran sportation , m eals, Iodfim g

2 Am erican Bo ard o f l n a l Ma~ch 27, 2009 Sao D~cgo, CA Speaker for A ss(~c Meetin g meals, lodgingI.,r.vyerg3 Fede ra l l udges A ssoma l~on M a 3 1 - 3, 2009 Washmg t u n , DC Assoctat~on Meeting t ranspmtat~on, lodging and meals

.1 k~ dd Wings Sept I I - 20 2009 O~egot) , SD Phedsant Hunts t r a ~ s p o r t a t ~ o n5 ~ ~ht ~ rags De< 4 - 6 . 2009 GJegory, SI3 Pheasant Hunl ltan spo~an on


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F IN A N C I A L D I S C L O S U R E R E P O R T _ ~ . . .. f P ..... R , ~ p o ~ - . , , g D . t o o f m ~ , , , r ~P a g e 3 o f 9 W ilson,,Ir., W illiam R, 05/14/201

V.~ N O N E (No reportable g~s.)

SOURC~ D E S C R I P T I O N V ALU ~

23.45 .

~ NONE ()Vo repo~ table habilit~es)C R E D I T O R D E S C R I P T I O N VALUE CODE

I V ~ s a C r e & t ( a r d J2 Mastercard C r e d i t C a r d I34

5


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F IN A N C I A L D I S C L O S UR E R E P O R T ~ .... f P ...... R e p o r t ,n g D a l e ~ f R t p o r !Pa g e 4 o f 9 ~ ilson, Jr., W illiam R. 05/14/2010

V I I . I N V E S T M E N T S a n d T R U S T S .. i . . . ~ . , , a ~ . o . , . . . . . . ,io.,, (l.~.a~s .,os~ o/~ ......N O N E ~o reportable income, assets, or transact~ot~ )

A B CDescrlpho~ O l A ~ S c I ~ I n c o m e d u r i n g G r o s s v a l u e a t e n d

(D (2 ) (1 ) I (2)P l a c e " ( X / " a i d e r e a c h a s s e I Amoum T y p e ( e g , Value I Value T y p e ~ e g D a t ~ ~ ~ ~ alue Gain

]Ident~ of

( A - H ) o r m r ) ( J - P ) ,, C o d e 3 r e d e m p n o ~ n { (J-PJ ~A -H) ( f f p r ; v a t e

I lIotchk~s & Wiley ~11 Cap Value D D~dend K T,2 AH~ance Bemslem None J T Bu } 8 , 2 1 ~ 0 9 J

3 4lhancc Small Cap None Sold 1 . 1 4 , 0 9 ~ A4, Bla c kroc k B~c Va lue None J T Sold I . 1 4 , 0 9 K A~ p a r 05 BoM~I~ Adv~s[~rs Fqmty None J T Bu y6 Cap~lal (ioard~an Growth None J ~r Buy J , 1 4 / 0 9 J7 ...... None Sold 1 / 2 2 , 0 9 .! A8. Capital Guardian Research None 21 " l L l n 5 1 , 2 2 , 0 9 J9 ...... None J T Bu y 8 , 2 1 ; 0 9 Jl 0 Evergreen ( .)mega No n e J T Bu~ I 14/09l 1 ...... None K T Bu y 9 l 1/09 K -(addl )

12 ~qm ty Growth PLUS None K T Bu 91 I;09 K13 GAMCO None J T bold 1 1409 J A( p a r t )14 ...... None K 1 " Bu ? I , 2 2 / 0 9 K(add l)1 5, Mo n lag & Cald well None J T Bu ) I 1 l 4 / 0 9 J16 ...... None J T Bu v 01~2209 J

(addi )17 Multl~nanager Small Cap None Sold 0 1 , 1 4 1 0 9 J A


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F I N A N C I A L p a g e 5 o f 9 D I S C L O S U R E R E P O R T ~ i ~ o n , ~ . , x ~ ~ i ~ R . ~ o ~ / ~ 2 o ~ 0

~ N O N E ( N o reportable income, a~e~, or ~ran~ac~mns ~A B C D

OIl]~ing t~Sl assets) r e p o r t in g p e r i o d o ~ t e p o m n g p,nodP l a c e " ( X ) " a E c r e a c h a s s e t A m o u n t f~pc ee g, V a l ~ e ~ Value T~e ( e g , D a t e V a m e ~ Q a m ] d e n t l ~ y o fe x e m p t t l o m p r i o r d ~ s c m s u r e tode [ d t ~ , r e n t C o d e 2 ] M et h o d b u y , s e l l , mm/d&yy ; Code 2/ A - H . or ml) ( J - P ) ~ Code ] r c d c m p t m n ) ( J - P ) . t (A - H ) O f p r i v a tet Q - W ) ~ t r a n s a e u o n )

18 Mansco Focus-name ch ange -Focus PL US None J T S o l ( ] 01 /14 / 09then Equtty Growlh PLU ( p a r t )19 M~d Cap Value Plus None J T Bu y 0 9 , " I t , 0 920 Oppenhmmer Global None 3 T B u . , , 01,14/092t O ppenheimer Mare St Small Cap None J T Sold 01 q409 J ix,[ p a , t )22 ...... None Sold 0 b 2 2 ~ 0 9 3 ,~

,2? Small Company Index None 3 T B u y 01/14!09 J24 ..... None Sold 01/22!09

: 2 5 Van Kampen Emerg Mkt Eqm~y-name Bone 1 T Sold 01,14/09change-Global Mult t -Sector t p a r t )26 ..... None Sotd i 01;2209( p a r t )27 Van Katltpen Cornstock None J T Bu y : 1 3 1 , 1 4 / 0 928 ...... " N o n e Sold 01/22 0929 Van Kam pen Real Estate None I l B u y 01 l 4/09(addIt30 ...... None Sold 09 11;093 1 V an Ka nt pe n Mtd Ca p Gr ow th None Sold 01/14i09 .I A32 L i o n O i l C F , t L v a l t ~ , J V ,33 Endeavor ( )d A Royally34 A mer i can Fun ds Growth None ix "f Bu ~ 0317/09 K~addl)


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F IN AN C I AL D I SC L O SU R E R E P O R T ~,e of Person Reporting [ D a t e o f lage 6 of 9 W ilson, Jr., William R.V I I . I N V E S T M E N T S a n d T R U S T S - - ~ ........ ~,, . . . . . . , . . .. a . ~ a . . . . o / ~ . . . . ~ ~,,~ .... ~,/~,~; ~ ~. ~-~o o::~, ,~ ,~ , . . .. . .. . .

N O N E ~:o reportable income, assets, or transacttons

( i n c l u d i n g t r u s t a s s e t ~ ) r e p o r t i n g p e r i o d o f r e p o r t i n g p ~ m de x e m p ~ P l a c e " ( X ) " a ft e r p r m r e ~ C h a s s e ~ A m o u n : I ~ e , r e n t , ( c g , V M u e [I Value ] T~Cbuv, sel],(e gm m , td d ~ D a t e ~ V a l u e / G a i n 1 / d e n t~ D o ff r o m d ~ s c l o s u r e C o d e [ d~ C ~ d e 2 M e t h o d I Code 2 [ Code bu~e~/sdlcr[A-H) ; m ml) ( 3 - P ) ,

~1CodC(Q~,)3]r e d e m p t m n )

I ( I - P ) [~t~ (A-H) I r a n s a c h o n ) f p r

35 ...... None K T Sold 1222/09 K( p a ~ r ~36 Aftra Global ]hgh Vol None J T Bu y 0M28/0937 ...... N ~ m e J T Bu y 09/1/09 J

(addl )38 ...... None J T Buy 0902109 J(add})39 Columbm Aco rn Internat ional None J T Sold 09 02t09 K A40 Dt~dge and Cox International None 1 T Snld 09/02/00 J(pa~)

[4 1 ETF 8PDR DJR~[ I None .I T Bu~ 03/17/09 J42 ...... None I T Sold 12,22;09 J B( p a r t )43 IShares Barclays T~ps Bon d [ tmd None J q Bu y 12/22/09 J44 IShares "lmst Russel l None K " 1 Buy 03 /17 ,09 K45 1Shar~s Russel l MIdcap None J T Bu y 03/17/09 J46 ...... N o ! ~ e K T Sold 12/22/09 K D( p a r t )47 Janus t M~d Cap Value Fund becam e Perkins None I I F h ! yM~d Cap~ .8 -- - None K T Bu y 0 6 . / 2 6 / 0 9 ! K(add[)~ Loom ~s Sayles Global None J "1 Bu y 05/2809 J5 o ..... None J r Buy 09/1/09 J

(add:}51 ..... None J 1 " Bu 3 0 9 , 2 4 , 0 9 J(add l)


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F IN A N C I A L D I S C L O S U R E R E P O R T N .... f P ..... R e p o r f i n g I D a t e o f R e p o r tPage 7 o f 9 ~ ilson, Jr.. W illiam R.[

0 5 / I 4 1 2 0 1 0

VII. INVESTM ENTS and TRUSTS ............ ~t .......NONE ( ~% reportable income, assets or tran.~acttons )

(including ~ust assets) ~ e p o m n g p e r io d

exe~lpt f r o m p t l o z d i s c l o s u r e C o d e L d~ . leo:. . : buyer/sellert , r .m I L } P ) / C o d e 3 [ r e d e m p a o n ) [52 PImco To{al Return Fund No ne ~ T S o l d 0 1 D 4 /0 9 K Aipart)53 ..... N one K T Bu y 05/4/09 K(add!)54 ..... N one K ~ B u ~ 0 9 /1 /0 9 K

(add])55 ...... N o n e K T S o l d ] 2,22/09 K A( p a r t )% T Rowe Price Real Estate None Sold 03, 17:09 I J A57 T Ro we Valu e Fu n d None Sold 1 0 3 / 1 " 0 9 K A58 Royce 7olal Return Fund None K T Sold 0317/09 K A(part)59 ..... None K 1 Sold 0911i09 K A1 (part): 60 ...... None K T Sold 12/22/09 K A(parr)61 SSG A Em erg in g Markels None J T B u . , , 03,17/09 J(addq)o2 ..... None J T Sold 09/2/09 J( p a ~ t )63 Sentinel Small Company None K T So!d 03q 7/09 J A( p a ~ t )64 ...... None K "T Sold i 2,22/09 K B65 Thonaburg Core Growth N o n t. I "I" Bu y 0 2 , 2 5 / 0 9 J66 ...... None Sold 3 " I 7 , 0 9 J A6 ~ ".an k:ck (}lobal Hard Assets None J "1 Bo y 1 2 , 2 3 1 0 9


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Na me o f P e r s o n R e p o r t in g ] D~te of I~epor~P a g e F IN A N C I A L 8 o f 9 D I S C L O S U R E R E P O R T / \Vi l sn Jr" V~ i l l iam R "

[ "

Vlll. ADDITIONAL INFORM ATION OR EXPL ANATIONS. ~.~..,.~,o,,0/~.~o,,~


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F IN A N C I A L D I SC L O S U R E R E P O R T N . . .. . . f P . . . .. R e p o r , i . g [ ~ . ~ e o f ~ e p o , ,Page 9 of 9 W ilson , Jr. , W i ll ia m R .

[05/14/2010

I X . C E R T I F I C A T I O N .1 cert if) t l}at al l information given above (including information pertain ing to m} spouse and minor or dependent children, if any) isaccurate, t rue, and complete to the best of my knowledge and beliel , and that any infi~rmation not reporied ~,as withheld because i t met applicable s tatutorypro v i s iu n s perm i t t i n g n o n -d i sc lo su re .1 further cert ify that earned incom e from outside em ployment and honoraria an d the acceptance of gifts ~shich have been reported are i l~com pliance with the prosis ions of 5 U.S.C. app. 501 et . seq. , 5 U.S.C. 7353, an d Judicial Con ference re gulations.

N O I E : A N Y I N D I V I D U A L W I I O K N O v \ IN G L Y A N D \ V I L F I L I. ~ F A L S I F IE S O R F A L L S T O F I L E T i l ls R E P O R T M A Y B E S U B J E C T T O C IV I LAND CRIMI NAL SANCTI O NS (5 U,S .C. app. 104)

F II .ING INSTR1 rCTION SMml s~gned original at~d 3 addmonal copras to

(onurntIee on Financial D~sclosurcAdnlinistralt~ e Office of the United States CourtsState 2-301O J ~e ( O lLm~ bus C ~rc le . N EWashington, D C 20544

William R Wilson Jr Financial Disclosure Report for 2009

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Transcript of William R Wilson Jr Financial Disclosure Report for 2009