You are on page 1of 8

t/20101

IgOR CALENDAR YEAR 2009

Hi,ward. Martin M.

U.S. District Cou,~Middle FL

7114/20111

U.S. District.ludge-Full

~ hdli,I

~ A~muai

~ Final 12/31/2~99

m~dil~cations proraining theretu, ir Is, in my opinion, in

IMPORT[.4NT NOTES: The instructions twcomput .lhtg th& fiwm must be fidhm,ed. Conq~l~qe atl parts,
chetkit~g th~ ~ONE box ]be each !~art where you have tto t-eltortabI~, it~rutatiott. SiA, n o~ last

2.

Director

Morah..s Invesuncnls of Jacksonville, Inc.

6.
7.

Member
"lrustc,z

St. Vh~ccn~s Ho~plta! Womcl$ Cuumfi!

il. AGREEMENTS. l~ep,,rtit,," individu,tl onOV see ~I,. 14.16 o/filing instruction~)

~
I. 2t)03

NONE

PARTIES AND T~RMS


McOnircWoods LLP 401 (k) (admiMstemd by "L Rowe Price)

3.

Howard, Marcia M.

FINANCIAL DISCLOSURE REPORT

,.~,~ ..... m.vo,-,.,,. [ N ...... M~re~a M. no,,,~a.

Page 2 of 8

7/14!2010

! 1 I. NON-INVESTMENT IN COME. ~o.,,x ~,,a~ia..~.,,a ~,o..~ .~,.~,.


A. Filers Non-lnvestment Income NONE (No reportable non-investment income.) SOURGg AND TYP~
{y~tlr~, llol spouses)

I.

2.

4.

B. Spou se s N on- ! n v estlll e lit 1 II CO me - tf.rou were married duri~tg any/~orlitm ~ the rvportiltg ygar, complete this stiott.

~
1 2009 2. 3.
4.

N ONE (No reportable non-investment income4 ~ SOURCE AND TYPE Bank (ffAmerica - sala~

! V. REIM B U RS EM E NTS ......

st~ortatim./odl~it,ll, food. tlt~rtai

rlnchtd~s thczw to ~oot ,w u cl dcp~mh!nt c! ldren" s~ pp 25.2z of ./ilm,~

NONE (No reportable reimbursements.) ~ I. 2. 3. 4. 5. International Dyslexia ~ ! 1/12/09 - t 1113/09 LOCATION Orlando, FL PURPOSE Seminar ITEMS PAtD OR PROVIDED "Travel cxpcnse:~

FINANCIAL DISCLOSURE REPORT Page 3 of 8

no,~,ra. M~reiz M.

711412010

~
1,

N ONE (Aro r~port~ble

2. 3.
4.

5.

~
I. 2

NONE (No repotlaDle liabilities.) CRED1TO~ DESCRIPTION VAI,I.IE CODE

3,
4.

FINA1NCIAL DISCLOSURE REPORT Page 4 of 8

~ .... tee .... aOl,Or,i~


Howard, Marcia M.

O~e of Report
7/14/2010

VII. INVESTMENTS and TRUSTS - i,,co,,,~, ~,a,,~,, ....... tio,,~ (InIrides those of sp ...... d dependent chi[dre,,; ~ee pp. 34-60 of filing instruction.~;)
NONE (No reportable income, assets, or transactions..)
A Description of A~se~s (~ncluding ~n~sl assets) B. Income during ~poomg t~riod (1~ (2) C. Gross value al end of reposing period II) (J-I~] 12) (1~ D, Transactions d~rlng r~or~ing period (2~ ~3) (4)

(A-lit

or mr.1

Code 3 (Q-W) T

erie opt o I

(.I.P~

~A-H) trausuction)

l.

,Vaci~ovia (hank acct,) !~A W~chovia Stock S0u~sidc Wurehousc, lnc. Stock (See Pan

h,terest None

~ Merged (with line 33) 11212009 K

2. 3.

C A D Interest

U T

4. 5.

Paragon Lil~ / Met I.il~ Variable Life Polic) Morales Investments of Jax. Inc. (See Part

J J J

U U T

6. 7. 8. 9. -i0. l I,

N~IC Holding tSee Pa~I VIII.) q. Rowe Price 401(k)

D A lnt./Div.

----IR.P RST Balanced ----IRP Stable-~)alue Fund tk)nabardier 40I(k) ---DWS Real Estate Securities Ftmd A Int.;Div. 1. T

!3. 14.

----Wushingtt!n ----Grt~wth Fund of Amcric~A ----Franklin Balance Sheet 1ovcstmenUlnv.A.

15.

! 6. ---Franklin Small Mid Cap Growth Fund]A 17. ----Etuo Pacific Growth Fund;A

FINANCIAL DISCLOSURE REPORT s ....r~ .....~epo~,i,,g


P~ge 5 01" ~ Howard, Marcia M.

O~teorRe~,ort
7114i2010

VII. INVESTMENTS and TRUSTS - i,,,o,,,,. ~t~,, , ........ ao,,., a,,,-l,,d~.,, a,o,,. ,,f .,ro,,.~; ,,,,a d,p,,~a,,,, d, ita,*,,; ,*~ ~V. ~4-~0 ,~n,~ i,.~,~,~a,,o.,~)
NON E (No reportable income, assets, or transactions.) A. (including lrust asset~) Place "(X)" after each asset exemlat fromprior disclosure B. ~porting pcri~ (1) (2) , Amount Type (~.g., Code 1 div., ~nt, (A-H) or int3 C, of repotting period (~) 12) Value Valoe Code 2 Method (J~P] Code 3 (Q-W) D.

U) Type (e.~., buy. sell, r~cntptioo)

(2) ~3) Date Value mnud~yy Code 2 (J-P)

Gain Code 1 (A-H)

~dentity of buycdseiler ~if private wansaction~

~--D~A Emerging Markets I (See Pat~ VIII) 19. 20. --.-State Street EAFE International Index Fund ----State Street S&P 500 h~dcx A lnt./Div, M T

~2I. Wachovi~ 401;~) 22. 23, 24. 2~. ~. 27. 28, 29. 3{}. 3 t. i32. 33. 134. ----Stable I"und S{mthland Life Insurance Policy Flank of America C.D. Morgar Professional Center (See Part VII1.) F}a rico Bilbao Brokerage Account -.--Merrill l,ynch Money Market Fund ----Interline Brands Inc. Webb Investments Ioc. t.,vcrbank l}:mk of America Account Wells Fzrgo {scc lioc 2) Fidelity hxvestmems {See Part VIII)

A C

Interest Interest None

J M K L

T T U T

Dividend

lnt./Div. None None

L L J M J K

T T U T T T I/2/09 K

C A A

Interesi Interest Dividend

FINANCIAL DISCLOSURE REPORT Page 6 of 8 VI I. INVESTMENTS and TRUSTS - ~ ..........

ao,v~,,-d, Mar~i~l M. [

7/14t2010

~ NONE ~No reportai)le i~7co~, a.ss(~ts, or transactiort,~.)


A. l)~ril~tit~ll of Assets {i~eludi~g trust ~tSSclS) B. Income during re~,~ing peri~[ ~) excnq)t ~Ttml i~,.it,~ disclosmc ~ Code I div., ~em. Code 2 ~,~elhod bray. sell, om)/d~iyy Code 2 C~,d~. I huyer,s~ll<:r C. G~oss value at eml of reporting period D. Tra~asuclions dtwing rcpo~ng pcrlod

Notlc .36. Cundolnitliulr~ (See P~tr! VIt])

T [ fi~13/09

FINANCIAL DISCLOSURE REPORT Page 7 of 8

.~ ..... r~so,,R~,or,i~a
Howard, Marcia M.

mt~ora~po.
7114/2010

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.


Part I - "File Irrevocab!e Trust disck)sed on Lin~ g is an uni~hndcd trust. Part VII. Co. B~ 2"~, Lines 3, 5. and 6 - the Wpc or income is panne~hip income. Pan Vll, I.inc I~ - the provider of this 401 k replaced Templeton Dovloping Markets Trust A with DFA Emerging Markets t, Part VII, Line 35 - This item represents ~111 llllvCSt~d interest ha a long t~rm compefi:~ttofi awlrd lo~ Pmx Vll. Line 36 - This e ~ cep esents ~:~ probate process. ] 14 interest in a condominium tim~ was oweed by , : :~ ~[~ from his ~mploymen~ ~] The 114 imerest pa~.sed to him fl~rough:the :

FINANCIAL DISCLOSURE REPORT Page 8 of 8 IX. CERTIFICATION.

howard, Mareia M.

7/14120!0

I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statuta]y provisio~s permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 ct. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

Signatur

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-30t One Columbus Circle, N.E. Washington, D.C. 20544

You might also like