robert b propst financial disclosure report for 2009

8/3/2019 Robert B Propst Financial Disclosure Report for 2009

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ao w F I N A N C I A L D I S C L O S U R E R E P O R T in Government Act of 1978~, , , . ~/~ow FOR CALENDAR YEAR 2009I. P e r s o n R e p o r t i n g ( l a s t n a m e , I i ~ s t , m i d d l e i n i t ia l ) 2 , C ourt o r O rgan iza tion 3 . D a te o f R e p o r tP R O P S r , R O B E R T B . U S D I S T R I C T C O U R T , N D ! A L 5/12/20!0

4 . Ti t l e (Aai clc I l l j tt dgcs i nd i ca t c act i ve o r senmr s t a t ns; 5 a . R e p o r t T y p e ( c h e c k a p pr o p r i a t e t y p e ) 6 . R e p o r t i n g P e r i o dmagi s t ra t e judge s i nd i ca t e fu l l - o r par t - t i me)~-q Nomination. D a t e 0 ] / 0 1 / 2 0 0 9S c n i o r U S D i s t ri c ~ J u d g e ~l Initial ~1Almuat I~ Fina l to1 2 / 3 1 / 2 0 0 95b. [] Amended Report

7. Chambers or Office Address 8. O n t h e b a s i s o f t h e i n f o r m a t i o n c o n t a i n e d in this Report and an)modif ica t ions per t a in ing thereto, it is, in my opinion, in complianceP. O. Box 820 w i t h a p p l i ca b l e l a w s a n d r e g u l a t i o n s .A n n i s t o n . A l a b a m a 3 6 2 0 2

Reviewing ()[fleer Date

L~IPO R TA N TNO TES: The instructions accompanying this form must be followecL Complete all part,~,checking the NON E box for each part where you have no reportable information. Sign on lastpage.

~-] NONE (No reportable positions.)P O S I T 1 O N N A M E O F O R G A N I Z A T IO N ! E N T I T Y

I.

3.

~

1 I . A G ~ E M E N T S . (Reporting individua onll ...... pp. 14-16 ,f!llng i ....... tion~) ~ ~ ~N O N E ( N o reportable agreements.) ~ ~

D A T E P A R T I E S A N D T E R M SI.


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F I N A N C IA L D I SC L O S U R E R E P O R T N.m~ of P ....Reporting [ D at e u f R e p or lPage 2 of 9 P R O ~ S T , R O B E R T B.

I5 / 1 2 / 2 0 1 0

1 1 1 . N O N - I N V E S T M E N T I N C O M E . (Reporting individual and spouse; xecpp, 17-24 ~ffiling i~structions.)A . Fliers Non-Investment Income~ N O N E (No reportable non-im, estment inco";~:)""

D A T E S O U R C E A N D T YP E ~( y o u r s , n o t s p o u s e s )[.

2.

3.

4.

B . S p o u s e s Noll-lllvestllleu| lncol l le - If you were married during any portion t~f the reporting year, complete this sectior~(Dollar a mount not req~dred except fi~r honoraria.)

~ N O N E (No reportable non-investment income.)D A T E S O U R C E AND TYPE

1 .

3.

4.

IV. R E I M B U R S E M E N T S - ,r..Wor,~,io,,, IodX~g, lO,,d- .............L[Includes those to spou3~ and deptt~detlt ehildr~.n; see pp 25- 27 q[ ~filir~g instructio~. )

N O N E ( N o reportable reimbzowements.)~ DAT~ L O C A T I O N P U R P O S E I T E M S PA I D O R P R O V I D E D

1 .2.3.4.

5.


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FINANCIAL3 9D I S C L O S U R E R E P O R T ~,,~,~ of Person R eporting

[ Date of ReportPage of PROPST, ROBERT B. 5/12/21)10

V . G I F T S . a . ~ d ~ ,ho , .~ ,o .w,~ ,~ ~ d ~ , ,~ t children; see pp. 28-31 of filing inslruclon~)N O N E (No reportable g~s.)

~RCE D g S C R I P T I O N V A L U E1 .2 .3.4.5 .

VI. LIAB ILITI E S. a,.-~,,e~ ,h,,~-e ofsp ....... d dependent children; see pp. 32-53 of filing instrmtions.)N O N E (No reportable liabilit ies.)

C R E D I T O R D E S C R I P T I O N V A L U E C O D EI.2,3.4.

5 .


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FINANCIAL DISCLOSURE REPORT s .... f P e r s o n R e p o r t i n gP a g e 4 o f 9 e R O V S T , R O B E R T B . ,] 5/12 /2010V I I . I N V E S T M E N T S a n d T R U S T S - i ......... lue, tr ...... tions (Includes those af sp ...... d dependent children; see pp. 34-60 of filing instructionx.)

N O N E (No reportable income, assets, or transactions.)

D e s c r i p t io n o f A s s e t s ~ I n c o m e d u r in g ~: G r o s s v a l u e a t e n d , T r a n s a c t i o ~ s d u r i n g r e p o s i n g p e r i o d( i n c l u d i n g t ~ s t a s s e t s ) reposing per iod o f r e p o r t i n g p e r i o d

e x e m p t l ~ o m p r i o r d i s c l o s t n e : C o d e I ~ i v . . r e n t , ~ C o d e 2 [ Mc~od : b u y . s e l l . :mm/d&:yy : Code 2 [ C~c I b u y e r / s e l l e r( A - H ) o r i n t . ) ( J - P ) Co d e 3 ~ r e d cm p~io n ) [ I J-P) ] (A-H) ( i f p r i v a l e, ................ ~ . . . . . . . ~ . . . . t r a n s a c t i o n )I. Co l o n i a l Ba n k , A ~n i s t o n , A L { CD B In terest K T2. A m e r i s u r e Mu t u a l Fu n d , MN i n v e s tm e n t s - A D i v i de nd K T3 . Oppe n he i m e r Fu n d Mn t u a l Fu n d A D i v i de nd K T4. Colonial Bank-Common Stock, Annis ton, A. N o n e J T /1) ~5 . Colonial Bank-Common Stock, Annis ton, A N o n e J T ]6 . R e g i e n s B a n k A n n i s ~ o n A g C D D I n t e r e s ~ M T(several CDs)7. R e g i o n s Ba n k A n n i s lo n , A L - CD A I n t e r e s ~ K T8. Insurance Cash Sur render-In Cl i fford Trus t A In terest K T(R e g i o n s Ba n k)9. R e g i o n s Ba n k A n n i s t o n , A L C a s h-che cki n g A In terest K T

I0 . Ann ui ty-Fidel i ty Fund (Fidel i ty Ins .) B D i v i de nd M TI I . AG Edwards , Annis ton, AL (Mon ey Mkt A l n t e r e s ~ J TAcct)t2 . A m S o u t h Ba n k , A n n i s to n , A L C D (n o w B In terest K TRegions Bank~

1 3 . M o r g a n K e e g a n F u n d A D i v i de nd K T1 4 . l toovcr , AL Municipal Bond B Interes t K T15 . Rizhts , Faye t te Co unty, AL A Rogalt,, J W16 . Re gi on s B ank C h e c k ng ] A Interes t J T


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F I N A N C I A L D I SC L O S U R E R E P O R T .~ ..... f P e r s o n R e p o r t in g [ D a t e o f R e p o r tP a g e 5 o f 9 P R O P S T , R O B E R T B . 5 . 1 2 / 2 0 1 0

V I I . I N V E S T M E N T S a n d T R U S T S - - i . . . . . . .. . ! . . . . . . . s a c ~ o , , ~ (Includes those of sp . .. . .. . d dep ende nt chi ldren; see pp. 34-60 of filing i n s t r u c t i o n s . )[~ N ON E (N o reportable income, assets, or transactions.).................. --~,. .........................~ ................ c ................................................................D e s c r i p t i o n o f A s s e l s ] n c o m e d u r in g( i ~ c l u d i n g t r u s t ~ s s e t s ) r e~ in g pe r iod o f r e p o ~ i n

(I) ~ (~) (i)P a c e " ( X ) " a l ~ e r e a c a s s e t [A ~ot ~ Type (e ~ V a l u e V a l u e T ~ ( e ~ i Date " Value Gain I d e n t i t y o fe x e m p t f r o m p r io r d ~ s c ] o s u r e ~ C ~ d e I : d ~ v . , r e n l , C ~ e 2 M e t h o d b u y , s e l l , ~mm/d~t lyy ~ C~e 2 C~e I [ b u y e r l s e l l c r[ (A-H) ! orn } ( J - P )

.. i tran~ction)

1 8 . Lincoln National L fe A r r u ty ~: : ,~ A I n t e r e s t J T"l~. l lart~brd Insurance Annuity::: : ::I C Interest K T

2 0 . W eslena Southe rn Annie :~: l C I n t e r e s t L21 . I/2 int Calhoun CD unimproved real estale None M2 2 . N o b le Ba n k & T r u s t Co m pa n y Co m m o n Non e K TStock2 3 . Noble Bank & Trus t - Checking A In terest K T24 . Noble Bank & Trt tst CD B Interes t K T [2 5 . W e l l s Fa r g o Ba n k CD C I n t e r e s t L T2 6 . Sout h e r n S t a t e s B ank C D C I n t e r e s t L T2 7 . N o b le Ba n k & T r u s t CD ] B In terest L T28 . Southern S ta tes Ba nk - checking A In terest J T2 9 . 2 Mut ua l F un ds We l ls F a r go Se c ur i t i e s A In terest . L T3 0 . Fidel i ty Cont ra Fund B D i v i de nd K T3 1 . Fidelity Pttritan B D i v i d e n d K T3 2 . Fidel i ty Balanced B D i v i de nd K T3 3 . Fidel i ty Blue Chip Growth B D i v i de nd K T3 4 . Fidel i ty Cou t ra Fund"--] A D i v i de nd K T


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P a g e F I N A N C 1 A L 6 o f 9 D I S C L O S U R E R E P O R T P R O P S T , R O B E R T B. [ [VII. INVESTMENTS and TRU STS -i .......... lu~ t ........ions (Includes those of spouse and d ependent children; seepp 34-6001filing instructions.)

[~ N O N E (No reportable income, assets, or transactions.)

l )~f ip lion of A ssets ~ I n c o m e d a r i n g Gross va lue a t end Transact i ons dar i ng report i ng per i od( i n c lu d i n g ~ s t a s s e m ) r e p o s i n g p e r i ~ o f r e p o s i n g p e r i o dP l a c e " ( X ) " a f t e r e a c h ~ s e t [Amoun T}~e (e.g., V a l u e Value T y p e ( e . g , ] Date ~ Value Gain Iden t f ly ofe x e m p t t 3 o m p r i o r d is c lo s u r e ~ C ~ e 1 [ div . . r en t , C o d e 2 Method buy, sell , ~mn~ddiyy C~e 2 C o d e I buyer/seller {A-II) [ or in~. ) (J-P) C~e 3 r e d e m p t i u n ) (J-P ) (A -H ) (if pr iva te

t r ansac t ion)

3 5 , FideliU Blue Chip Gro~h~ A D i v i d e n d J "F3 6 .

3 7 .

3 8 .

3 9 .

4 0 .

4 1 .

4 2 .

4 3 .

4 5 .

4 6 .

4 8 .

4 9 .

5 0 .

5 1 .


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F I N A N C IA L D I SC L O S U R E R E P O R T NameofP ......Reporting Date of ReportPage 7 of 9 P R OP ST, R O B E R T B , 5 / 1 2 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S -- i ........ ~.e, t ....... tions (Includes those of spo ..... d dependent children; see pp. 34-6# of fillng instructions.)

~ N O N E (No reportab& income, assets, or transactions.)D e s c r ip t io n o f A ~ e t s : In co m e du rin g Gro ss va lu e a t e n d T r a n s a c t io n s d u r i n g r e p o a i n g p e r i ~(including trust asscts) reposing ~ri~ of repoS i ng per i od ~

Place"(X)" a l ic r each a fsc~ A m o u n t ~ T~pc (e ,g V a l u e /Value T~c (e g., Date [ Value Gain ~ Iden y of~ e x e m p t f , o m p r i o r d i s c I . . . . . ! C~cl ] di ........ C~e 2 ~ M e t h o d ~ buy, sell. m.dd,~ " C,~e 2 C o d e l buyer/seller[ (A- H) or in t . ) (J-P) C o d e 3 r rcdempt on) i (JP) (A- H) ( ffpr iva tc

52 .

5 3 .

5 4 .

5 5 .

5 6 .

[58 .

5 9 .

61 .i62.

63. ]

( S e e C o lu m n s B I ~ m d D 4 ) F $50.001 - $100,000 G = $ 1 0 0 . N ~ I - S L . 0 0 0 ,P a ~ ) H I = $ 1 , 0 0 0 . 0 ~ l l $ 5 . 1 ~ 1 0 , 0 0 0 f2


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Ia m e o f P e r s o n R e p o r t in g D a t e o f R e p o r tI N A N C I A L D IS C L O SU R E R E PO R T] PROPST, ROBERT B .

5 / 1 2 : 2 0 1 0age 8 of9VIII. ADDITIONAL INFO RMATION O R EX PLANATIONS. ~nai,a,epnrtoJg~porL)

A G E d w a r d s n o w W e l ls F a r g o S e c u r i t ie s .Southt rus t Bank became Wachovia and then Wells Fargo .Per your d i rect ion, I have l i s ted the Var ious F idel i ty Fun ds separa te ly. It i s d i fficul t to de te rmine income as opposed to apprecia t ion on the mutual fun ds.


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Ia me o f Pe r so n Re po r *ing Da t e o f Re po r tFINANCIAL DISCLOSURE REPORTP a g e 9 o f 9 P R O P S T , R O B E R T B , 5 . / 1 2 / 2 0 1 0IX. C E R T I F I C A T I O N .

1 c e r t i f y t h a t a l l i n f i ~ r ma t i un g i ve n above 0n c lud i ng i n f o r ma t i on p e r t a i n i ng t o my sp ouse and mi n o r o r de p e nde n t c h ild r e n , i f any ) i sac c ur a t e , t r ue , and c om p le t e t o t h e be s t o f my k now le dge an d be l i e f , and t h a t any i n f o r ma t i on no t r e p o r t e d w as w i t h h e ld be c ause i t me t ap p l ic ab le ~ t a t u t o r yp r ov i s ions p e r mi t t i ng non - d i sclosur e .I f u r t h e r c e r i ~ " t h a e a r ne d i nc ome f r om ou t s i de e mp loy me nt an d h ono r a r i a an d t h e ac c e p tanc e o f g f t s wh i c h h : [ ve be e n P e ~ or t e d a r e i nc omp l ianc e " ,v i t h t he p r ov i s i ons ,~ f ~ U.S .C . a p p . 501 e t . s e a : , 5 U.S .C . 7 35 3 , and J ud i ci a l C on f e r e nc e r e gu la t i ons .

N O T E : A N Y I N D I V I D U A L W I lO 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 B J E C T T O C I V ILA N D C R I M IN A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

F I L I N G I N S T R U C T I O N SMail signed original and 3 additional copies to:

Commitlec on Financial DisclosureAdministrative Office of the United States CourtsS u i t e 2 - 3 0 1One Columbus Circle, N.E.Washington, D.C. 20544

robert b propst financial disclosure report for 2009

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