percy anderson financial disclosure report for 2009

8/3/2019 Percy Anderson Financial Disclosure Report for 2009

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Report Required by the EthicsI . ,~ o 1 0 FINANCIAL DISCLOSUIEE REPORT , , , G o v e ..... c n t . ,l c t o f 1 9 7 8R e s , . t / 2 o ] o FOR CALENDAR YEAR 2009 ( ~ t , .s.c.


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_. _..___.F!NA NCIAL D I S C L O S U R E R E P O R T N ..... fP .....Report ing Dale of Repo,tP~ 20~~ ~ Anderson, Percy 06/01/2010

I I 1. N O N - I N V E S T M E N T I N C O M E . ( R ~ p o . i , , x invidual and sp ..... ; se, pp. 17-24 of filing in~tru,tion,*.)A. Filers Non-Investment Income

NON ~ ~o reportable non-investment income.)DATE SOURCE AND TYPE (yoltrs, nut

2.3.4.

B. SpoHse~s N oll- lnvest~ent I n c o m e - t y j , o u ~vere married durlng any po~ion of the rel,~rtlng year, t~mplet ; this ~.ttion.

~ N O N E (No reportable non-investment income.)D A T E SOURCF AND TYP~

2.

3.4.

N O N E (No reportclble reimbursements.)SOURCE D A T ES LOCA T ION PU~..[~_~ ITEMS PA1D OR PROVIDED

2345.


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[Namef Pcrson Reporting Dale of ReportPageFINANCIAL3 of 8 DISCLOSURE REPORT [ Anderson, PercyV . G I F T S . a~h,a~s a ..... ~o spo ....... d depend ..... hildren; see pp. 28-31 of filing instructions.)

N O N E (No reportable g~s.)SOURCE I)FSCRIPTION

1.

3.

4.

5.

V I . L 1 A B I L I T I E S . (Includes those ofsp ......... d d,pe,,dent child ........~" pp. 32-:t3 t~[filing in.~trttctiotts.)~ NONE ~o reTortable liabilities.)CREDITOR I)ESCR1PTION VALUE CODE

i.2.

3.

4.

5.


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FINANCIAL DISCLOSURE REPOR T N ..... fPerson Reporting DateofReportPage ,4 of 8 A n d c r s o n , P e rc y 06/01/20|0

V 11. INV ESTMENTS an d TR USTS -~,,,. . . . . . . . ~., ....... , i o . 5 a , , c t ,, d ~ . ~ , ~ o , eNON E (No reportable incom< asseta, or transactions.)

........ X~ ........ ~. c.De~pllon C ~Assets Income du~ng G r o g ~ v a l ue a t e n d T r a n s a C l m n ~tindudiog n~t assets) reposing pc6od o f r e p o r t i n g p e r i o d

P l a c e " { X i " a R e r e a c h a s s e t A m o u n t T y p e ( e g , V a h ~ e Value Type (eg, Date , Value Gain I d e n t i t y o fe x e m p t fr o m p N o r d i sc l o s u r e C o d e 1 d N . , r c n ~ , C o d e 2 ble~od b u y , ~ e l l . Rmt&gy~ (etl,: 2 Cede I buyeCseller ](A-II) orint~ ( j - P ) Code3 r e d e m p t ~ o n l ~ (J-[) ( A 1 1 ) (ifpttvate__ lran~lction) ....

I. Rcal Prope~y - [ None M W

2. F.eal Property - I ,~ooc ~,~ w3. U nited California Bank None M "1

4. Bank of America Account A Interest L T

5. Citibank Acc ount C Interest L T

6. Bqan Cave LLP P artnership A lntercat J T

7. East V/est Fed 13ank Accennt A Interest K T

8. To,.ver Investors LLC Account A I n t e r e s t J T

9. Walls Fargo Bank Accounts A interest M T1 0 . Bank of America In,,, Svs Account C Dividcnd L T

I l. CNL American Prop Fund ,, \ Dividcnd K T

1 2 . First Clearing Corporation B Dividend K T

I 3 . ro~cr Investors I.LU Account ,, \ Dividend J T

14 1 R A D Dividend N T

15 AOL Time Wamcr

1 6 . Evnerging IMkts Tclecomm FD Nets

1 7 . G cucral Mills inc.


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FINANCIAL DISCLOSURE REPORT ~ ...... f Person Report ing Dale o~ ReportP~l~e 5 Of 8 ] Anderson,/Percy

06/01t2010

VII. INVESTMENTS and TRUSTS --i ......... ;,,., ....... ~io,, (Include, those qsp .......... 1 dependent children: ,eel,p. 34-60 of filingN O N E (No reportable income, assets, or transactions.)

: Descriptioa of Asse~s Income duri~S G ross value at end "l ransacnons dunng rcpomn~ period(incl~diag t~t 3sscls) reponing pcfiod of reporting perod

Pl~ce "(X)" a~cr each ~ssc t A mo u m Type (e.g Valu e V a lue q ?pc (e .g. ~; Date VZue Gainexempt flora prior discI~sure Cod~ I div, toni, Cede 2 Method bu), sell, ~lmWdtbv Code 2 Uode I btrversellcr[A-I~ or in~.) (J-P) Code ] rcdetnption) ~ " "

IS . Mexico Fundl~c.

1 9 . P i lg r im P r i m e R a te T r u s t

2 0 . T i c k e t m a s te r C L B

2 1 . Vefizon Communlcat~ons

2 2 . Wal Mart Stores

2 3 . Brokerage Accounl No. 1

2 , 1 . M o r g a n S t a n le y M o n e y M a r k e t B D i v i d e n d K T

2 5 . A n ~ c r i c a n I n t e r n a t io n a l G P A Dividcnd J T

26. AOL Time Warner None K T

2 7 . Duke Realty Corp A Dividend .1 T28 Brok erage Accou nt No. 2

2 9 . Srnitla Btua~ey Bank Deposit Prograrn A Interest M T

3 0 . Smith Barney Money Funds A I n t e r e s t L T3 1 . AOL Time Warner lnc None J T

3 2 . ALLTEL Corp Delaware A Dividend J T

3 3 . AMGEN Inc None K T

3 4 . Ariba ]no None J T


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FINANCIAL DISCLOSURE REPORT NameofPerson Reporling Da,eofRepor,Page 6 of 8 Anderson, Percy 0 6 t 0 1 1 2 0 1 0

~ (,Vo reportable assets, orONE income, transactions.)........................A. B. : - C . D .

( i n c l u d i n g l r ~ * s t ~ s e ~ ) ~ e p o n i n g F e n o d :, o f r e p o ~ m g p e r io dP l a c e " [ X V a f t e r e a c h a % e t A m o u n t T y p e [ e g . , V alue V alue Type leg.. D a l e Value I Gai. I d e n t i t y o f" C o d e I di*. rent. C o d e 2 M e d ~ o d buy, sell, [mntd6yy (ode ? Code I buycr/sc!Iere x e m p t f ro m p r i o r d is c l e s u r e [ ( A - I I ) o r i n t ) [ ( l - P ) C , q d e 3 r e d e m p t i o n } [ l - P ) : (A-}I) (ifpnv3te

[ ( Q - W ) t r a n s a c t i o n )

36 Cisco S}.s lnc None J T

3 7 . International Business Machines Co~ A Dividend K T3 8 . Lucent Tec~ologiews Inc A Dividend J T

39 Nokia C o q ~ A Dividend ] 1

4 0 . Pfizer Inc A Dividend J T4 1 . SBC Cotnmuaaications lee iX Dividend K T

4 2 . Seligman New Technologies FD None K T

4 3 . Sprint Corp A Dividend J T4 4 . Sprint P C S A Dividend J "1-4 5 . Tower Investors, LLC A Distribution J U, 1 6 . Real Iropcrty - [ N o r , e N W

" 1 7Real Prpert3 - l N .... N W 1 L ...........


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FINANCIAL DISCLOSURE REPORT N .....[P ...... bleper,ing ] Dale o[Report

VIH..A2DDITIONAL INFORMATION OR EXPLANATIONS.


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I/Namef Perscm R eporl ln~ I)al~ oF l~epnrtINANCIAL DISCLOSURE ~PORT] Anderson, Percy

Pzge 8 of 8IX. CER TIFICATION.

I certify that all information given above (including infl)rmation pertaining ta my spouse and minor or dependent chihlrcn, it" an]) isaccurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withhehl because it mt.t applicable statntoo,provisions permitting non-disclosure.

I further certify that earned income from outside employment and honoraria and the acceptance of gifts which ha~e been reported are incampliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conh-renee re~u|ation~.

Signat~

NOTE: ANY INDIV IDU AL W llO KNO~,V 1NG LY AND \ \qLFULi, FALSIFIES OR FAII ,S TO FILE Ti lls REPORT IMAY BE SUBJECT TO CIVILAND CRI~MINAL SANCT IONS (5 U.S.C. app. 104)

FILING INSTRUCTIONSMail signed original and 3 additional copies to:

Com mittee on Financial D isclosureAdm inistrative Office of the U nited States CourtsSuilc 2-30 IOne Coltm~bns Circle, N.E.W ashington, D.C. 20.544

percy anderson financial disclosure report for 2009

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