William R Wilson Jr Financial Disclosure Report for 2010

8/3/2019 William R Wilson Jr Financial Disclosure Report for 2010

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FINANCIAL DISCLOSURE REPOR TFOR CALENDAR YEAR 2010

Report Required by the Ethicsin Government Act of 1978(5 U.S.C. app. 101-111)

1. Per son R epor ting ( las t name, f ir s t , middle in i t ia l)g g g g W i l so n , Bi lly R .

14. Title (Article III judges indicate active or senior status;magistrate judges indicate full- or part- time)U . S . D i s t r i c t J u d g e

7 . C h a m b e r s o r O f f i ce A ddr e s s6 0 0 W e s t Ca p i t o l A v e n u e , S u i t e A 4 0 3Li t t l e Rock, AR 72201

2. Cour t o r Organiza tionU. S. Dist r ict Court

3. Date of Report05/01/2011

5a. Report Type (check appropriate type)] N o m i n a t i o n , D a t e[] Initial [] Annual [] Final5b. [] Amended Report8. On the bas is o f the in formation conta ined in th is Repor t and anymodif icat ions per taining thereto, i t i s , in my opinion, in com pliancewith appl icable l aws and regulat ions .

Reviewing Of f ice r Date

6. Repor ting Per iod01/01/2010

.t o12/31/2010

I M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete all parts,checking the NONE box for each part where you hav e no reportable information. Sign on last page.

I . P O S I T I O N S . ~ R e p o n i n g individual only; see pp . 9-13 of fi l ing instruct ions.)~] N O N E (No reportable positions.)

POSITION1 . B o a r d M e m b e r2. B o a r d M e m b e r3. B o a r d M e m b e r

4. B o a r d M e m b e r5.

N A M E O F O R G A N I Z A T I O N / E N T IT YH en d r i x C o l l eg eF e d e ra l Ju d g e s A sso c i a t i o nEighth Circu i t Histo r ical Society

E i g h t h C i r cu i t J u d i c i a l C o u n c i l

I I . A G R E E M E N T S . m e p o r a n g individual only; see pp. 14-16 of f i l ing instructions .)~ (No reportable agreements . )O N E

DATE PARTIES AND TERMS

_ _ _ W ilson , Bi l ly R.


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FINANCIAL DISCLOSURE REPORTP a g e 2 o f 8

N a m e o f P e r s o n R e p o r t i n gg g g g W i l so n , Bi l ly R .

Date of R e p o r t05/01/2011

I I I. N O N - I N V E S T M E N T I N C O M E . (Reporting individual and spouse; seepp. 17-24 of fillng instructions.)A. Filers Non-Investment Income~] N O N E (No reportable non-investment income.)

DATE SOURCE AND TYPE I N C O M E( y o u r s , n o t s p o u s e s )

B . S p o u s e s N o n - I n v e s t m e n t I n c o m e - If you were married during any portion of the reportlng year, complete this sectio~(Dollar amount not required except for honoraria.)

~] N O N E (No reportable non-investment income.)DATE SOURCE AND TYPE

1 .2010 L awyer2.3.4.

I V . R E IM B U R S E M E N T S - t r u n s p o ~ t a a o n , lodging, food, entertainmen~(Includes those to spouse and dependent children; see pp. 25-27 of f!ling instructions.)

~] (No repor tab le r e imbursem ent s .)ONESO UR C E DA T E S L O CA T IO N P UR P O SE

Fed era l Ju d g es A sso c ia t io n May 19, 2010 - May Wash ing ton , DC Asso c ia t io n Meet in g25, 20 10

3.4.5.

ITEMS PAID OR PROVIDEDt ran sp o r ta t io n , lo d g in g an d m ea l s


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Name of Per son Repor tingg g g g W i l so n , Bi l ly R .

Date of Report05/01/2011

V . G I F T S . a n c l u d e s t h o s e t o s p o u s e a . d dependent children; see p p . 2 8 - 3 1 of f!ling instructions.)N ON E ( N o reportable gifts.)

SOURCE DESCRIPTION1 .2.

3.4.

5.

VALUE

V I . L I A B I L I T I E S . a n c l a d e s t h o s e o l sp o u s e a n d dependent children; see p p . 3 2 - 3 3 of fi l ing instruct ions.)~-] (No reportable l iabi li t ies.)ONE

CREDITOR DESCRIPTION

3.4.5.

Masterca rd - b a lan ce i s n o rmal ly p a id a tt he end o f eve ry month Cred i t CardVALUECODE

J


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F I N A N C IA L D I S C L O S U R E R E P O R TPage 4 of 8

N a m e o f P e r s o n R e p o r t in gggggWilson, Bil ly R.

D a t e o f R e p o r t05/01/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v u t u e , tr u , ~ a e t i o n s a n a u d e s t h o s e of spouse and dependent children; see p p . 3 4 - 6 0 o f f i l i n g i n s t r u c t i o n s . )~ NONE(No reportable income, assets, or transactions.)

1 . Ho tch kis & Wiley A ll Cap V a lu e N o n e K T2. Al l i an ce B er n s t e i n N o n e So ld 10/13/10 J

N o n e J T Sold 10/13/10 K(part)

A Distribut ion J T Distributed 12/01/10 J(part)N o n e So ld 10/13/10 KN o n e So ld 10/13/10 J

3. Black ro ck Bas ic V alu e

5. Boston Advi sor s Equ i ty6. Cap i ta l Gu ard ian Research7. E v e r g r e e n O m e g a m e r g e d i n t o W e l l s F ar g oA d v a n t a g e e O m e g a G r o8. Equity Growth PLUS

N o n e Merged 05/01/10 K(with l ine 26)N o n e Sold 10/13/10 J

9. GAMCO N o n e K T Sold 10/13/10 K(part)

1 1 . Glo b a l l Mu l t i - Sec to rA Distribut ion K T Distributed 12101/10 K(part)

N o n e J T Bu y 01/13/10 JN o n e So ld 10/01/10 J

1 3 . Internat ional Growth N o n e K T Bu y 10/13/10 K

1 5 . Large Cap G row thN o n e K T Distributed 12/01/10 K(part)N o n e K T Bu y 10/01 / 10 K

1 6 .

1 7 . M o n t a g & C a l d w e l lDistribut ion K T Distributed 12/01/10 K

(part)N o n e K T Bu y 10/13/10 K

A

A

A

A

A

AA

A

A

A

A

l i in c o m e G a ln C o d ~ i A =$1 i000 0~ i~ B ~ $i;~ 1 ~ $2 ;5 ~ c =$2,501 - $5,000 D =$5,001 - $15,000 E =$15,001 - $50.0~0( s e e C o l u m n s B I a n d D 4 ) : F - - $ 5 0 ; 0 0 1 + $ 1 0 0 ; 0 0 0 G -- $1 00,00 1 ~ $1 ~09 0,00 0 H I =$ 1 0 00 00 1 - $5 .0 00 ,0 00 H2 =More than $5.000.000

2. Value Codes J =$15~000 or iess K =$i5,001:: $50.000 L =$50,001 ~ $100 000 M ~i0~.oo i i $2 50;0 0 0(S e e C o lu m n s C l a n d 0 3 ) N =S250.001 ~ S~00,000 6 ~S500!001 : S!i0001000 PI :=Sl,000,00i i $5~0001~0 p 2 - - $ 5 : 0 0 0 ; 0 0 1 ~ S 2 5 ; 0 0 0 ; 0 0 0

P 3 = $ 2 5 ~ 0 0 0 1 ~ i ~ $ 5 0 ~ 0 0 0 1 0 0 0 ? P 4 ~M 6 ~e t h a n $ 5 0 , O 0 0 , O 0 03. Value Method Codes Q =Appraisal R --C0~t (Real Egt~i~ Only) S - - A s s e s s m e n t T =C a s h M a rke tU B o o k V a l u e V,Other .... W =EstimatedSee Column C2) =


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F I N A N C IA L D I S C L O S U R E R E P O R TPage 5 of 8

N a m e o f P e r s o n R e p o r t in gggggWilson, B i l ly R.

D a t e o f R e p o r t05/01/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse an d de pe n de n t c h i ldre n ; s e e pp . 34-60 o f f i l ing instructions.)~-~ N O N E (No reportable income, assets, or transactions.)

1 9 . - . . . . .20 . M id Cap Va lue Plus21 . Morgan Stanley Mid Cap22 . - . . . .23 . O p p e n h e i m e r G l o b a l24 . V a n K a m p e n25 . - .. . .26 . W e l l s F a r g o O m e g a A d v a n t a g e O m e g aGrowth27 . - .. . .28. L io n Oi l29 . E n d e a v o r O i l30 . Harves t O i l G as Lease31 . Am er i can Funds G row th32 . Art io Glo b a l Hig h V o l33 . Co lu mb ia Aco rn In te rn a t io n a l34 . Do d g e an d Co x In te rn a t io n a l

A

N o n e K T Sold 12/01/10 K A(part)Distribut ion K T D is tr ib ute d 1 2/01 /1 0 K A(part)

N o n e Sold 10/01/10 J AN o n e K T Bu y 10/13/10 K

Dist r ibut ion K T D is tr ib ute d 1 2/ 01 /1 0 K A(part)

N o n e S o l d 10/01/10 J A

N o n e J T Bu y 10/13/10 JDistribut ion J T Distributed 1 2 / 0 1 / 1 0 J A(part)

N o n e J T Bu y 03/04/10 JN o n e So ld !0 /01 /1 0 K A

B

A

A

Royal ty J WRoyal ty J W

Rent J WN o n e K TN o n e J TN o n e J TN o n e J T

Op en 10/21/10 JSold 12/22/10 K(part) A

Braadly County,Arkansa s

1. income Gain Codes: A =$1.000 or less B =$1 .~01 - $2.500 C -$2.501 - $5.000(See Columns BI and D4~ F =$50,001 - $100.000 G =$100.001 - $1 .000.000 HI =$1.000.001 - $5.000.000

2. Value Codes J =$15.000 or less K =$15.001 - $50.000 L -$50.001 - $100.000(See Columns CI and D3) N =$25 0.001 - $5 00,000 O =$500,001 - $1 .000.000 P1 =$I.000.001 - $5.000.000

P3 =$25.000.001 ~ $50.000.000 P4 =More than $50,000,0003. Value Method Codes Q =Appraisal R =Cost (Real Es tate Only) S =Assessment(S e e C o lu m n C 2) U =Book Value V =Othe r W -Es t im a te d

D =$5.001 - $15,000H2 =More than $5,000.000M =$100.0~ I - $250.000P2 =$5.000.001 - $25.000.000T =Cash Market

E =$15,001 - $50,000


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F I N A N C IA L D I S C L O S U R E R E P O R TP age 6 o f 8

N a m e o f P e r s o n R e p o r t in gggggWilson, B i l ly R.

D a t e o f R e p o r t05/01/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a l u e , transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)~ NONE income, assets , or transact ions . )N o reportable

35. ETF SPDR DJREIT None J

36. G oldm an Sach s None K

37 . IShares Barc lays Tip s Bond Fund None J38. I S h a r e s T r u s t R u s s e ll None K

! 3 9 . IShares Russel l M idcap None

40. Lo om is Sayles G lob a l None J41. O p p e n h e i m e r None K42. Perk ins M id Cap - form er ly Janu s M id Cap None K43. Pim co Tota l Retu rn Fund None K44. Royce Total Return Fund None K45. SSGA Em erging M arkets None

46. S e n t i n e l S m a l l C o m p a n y None K47 . - ..... None K48. V an Eck G lobal H ard Assets None J

T

T

T

T

T

TT

TT

Bu y 11/26/10 K

Sold : 11/26/10 K

Bu y 11/26/10 K

S o l d 11/26/10 K

T Bu y 04/12/10 K(ad d l )T Sold 04/12/I0 K( p a r t )T

1. I n c o m e G a i n C o d e s : A =$1.000 or less B =$1.001 - $2.500 C =$2.501 - $5 .000 D =$5.001 - $15.000(See Columns BI and D4) F =$50.001 - $100.000 G =$100.001 - $1 .000.000 HI =$1.000.001 - $5.000.000 H 2 =More t han $5.000.000

2. V a l u e C o d e s J =$15.900 or les s K =$15.001 - $50.000 L =$50.001 - $100.000 M =$I00.001 - $250.000{See Columns CI and D3) N =$250.001 - $500.000 O =$500.001 - $1 .000.000 PI =$I.000.001 - $5,000,000 P2 =$5.000.001 - $25.000.000

P3 =$25.000.00t - $50.000.000 P4 =More than $50.000.0003. V al u e M et h o d C o d e s Q = A p p r a i s a l R -C o s t (Real Estate On ly ) S -Assessment T = C a s h M a r k e l(See Column C2) U =Book Value V =Other W = E s t im a t e d

E =$15.001 - $50.000


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F I N A N C I A L D IS C L O S U R E R E P O R TP age 7 o f 8

Name of Per son Repor tingg g g g W i l so n , Bi l ly R .

Date of Report05/01/2011

V II I. A D DIT IONA L INF OR M A T ION OR E X P LA NA T IONS. (lndicate part of report.)Service for pos i t ions l i s ted in I . are not paid pos i t ions .


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N a m e o f Pe r s on R e po r t i ngg g g g W i l so n , Bi l ly R .

Date of Repor t05/01/2011

IX. CERTIFICATION.

I c e r t i fy t h a t a l l in fo rm a t io n g iv e n a b o v e ( i n c lu d in g in fo rm a t io n p e r t a in in g to my sp o u se a n d m in o r o r d e p e n d e n t c h i ld re n , i f a n y ) i sa c c u r a t e , tr u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d b e c a u s e i t m e t a p p l i c a b le s t a t u t o ryp ro v i s io n s p e rmi t t i n g n o n - d i sc lo su re .I fu r th e r c e r t i fy t h a t e a rn e d in c o me f ro m o u t s id e e mp lo y me n t a n d h o n o ra r i a a n d t h e a c c e p ta n c e o f g i f t s w h ic h h a v e b e e n re p o r t e d a re i nc o m p l i a n c e w i th t h e p ro v i s io n s o f 5 U. S . C . a p p . 501 e t . se q . , 5 U. S . C . 7 353 , a n d Ju d ic i a l C o n fe re n c e re g u la t i o n s .

Signature: S/Billy R . g g g g W i ls o n

N O T E : A N Y I N D IV I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S IF I E S O R F A I L S T O F I L E T H I S R E P O R T M A Y B E S U BJ E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

Committee on Financial DisclosureA d m i n i s t r a t i v e O f f i c e o f t h e U n i t e d S t a t e s C o u r t sS u i t e 2 - 3 0 1One Columbus Circle, N.E.Washington, D.C. 20544


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UNITED STATES DISTRICT COURTEASTERN DISTRICT OF ARKANSASRICHARD SHEPPARD ARNOLD UNITED STATES COURTHOUSE

600 W. CAPITOL AVENUE, SUITE A403LITTLE ROCK, AR 72201

BILL WILSONUNITED STATES DISTRICT JUDGE Septem ber 8 , 2011OFFICE: (501 ) 604-5140

The Honorab le Bobb y R. Ba ldockJudic ia l Confere nce of the U. S.Com m it tee on Finan cia l DisclosureOne Colum bus Circ le, N.E.Wa shington, D.C. 205 44

Re: Ca lend ar Year 2 010 F i li ngDear Judge:Enc losed fo r your ready re ference is a copy o f your le t ter da ted August 23 , 20 11.In m y 20 09 rep o r t it is no ted in Pa r t V I I, page 5 , li ne 18 und er Sec t i on A thefol lowing:

Marisco Focus-name changed-Focus PLUS then Equity Growth PLUEquity Growth can b e found on Par t VII , l ine 8 o f my 201 0 rep or t .I f you nee d any fur ther in format ion, p lease le t me kn ow.

Bil l R. WilsonEnclosure

William R Wilson Jr Financial Disclosure Report for 2010

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