Jennifer B Coffman Financial Disclosure Report for 2009

8/3/2019 Jennifer B Coffman Financial Disclosure Report for 2009

http://slidepdf.com/reader/full/jennifer-b-coffman-financial-disclosure-report-for-2009 1/8

, ~ o 1 0 I FINANCIAL DISCLOSURE REPORTin Government Act of 1978

R e v . 1 / 2 0 1 0 [ FOR CALENDAR YEAR 2009 0 u.s .c , a p p . . ~ , + " I O l . l l l )

I. Person Repo rting last name first middle initial) 2. Courl or Organization 3. [)ate nf Repot!

COFFMAN, JENNIFER B. E.D. AND W,D./KY 07/15/2010

4. Title (Article Ill judges indicate active or senior s~tus; 5a. Report ’l’ype (ch eck appropriale t)pe) 6. Reporting Perl,d

magistrate judges indicale full- or part-time)

[] Nomination, Date 01 ,’01,"2009

U.S. DISTRICT JUDGE (ACTIVE) [] Initial [] Annual [] Final to

1 2 . : 3 1 , ~ 0 0 9

5b. [] Amended Report

7. Chambers or O ff ice Address 8. On the bas is of the information contained in this Rrport and zn ymodifications pertaining ther~lo, II h, In m y ~)plni,n, in t’nnlpliance

306 US COURT|lOUSEwith applicable laves and regulations.

101 BAR.R STREETLEXINGTON. KY 40588-2228

Reviewing Officer .... Date

IMPOR TANT NOT ES: The i t t~truct ions accompanying this f !~rm must be f i~t towed. Complete al l parts ,

checking the NONE box for each part where.you have no reportable information. Sign on last page.

I . P O S I T I O N S . ~ e ~ o . i . g individual nab’; seepp. 9-13 of filing instruc,ionx,)

[-~ NONE ( ,~ reportable positions.)

POSITION N A M E Q F ORgANIZATION/ENTITY

I.

2.

3.

4.

5.

~5:~ -- ,

~ NONE (A~) reportable agreement~.)

I)A’FE P A R T I E S A N D T E R M S

I.



FINANCIAL DISCLOSURE REPORT N . . .. t P . . . . . r ~ p o . ~ . ~

Page 2 of 8 COFFMAN, J E N N I F E R B . 0 7 . I 1 5 / 2 0 1 0

111 . N O N - IN V E S T M E N T IN C O M E . eR~v,,,,i.g individual and ,p ..... ; ,,,pp. I7.24 ,¢f!lit,g instruction~.)

A. Filer’s Non-Inves tment Income

N O N E (No reportable non-investment income.)

DATE SOURCE AND ~’PE( y o u r s , n o t s p o u s e ’ s )

I.

3.

4.

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 por~ian of the reportlng )’ear, complete this sectlor~

Dollar amount not required e)wept for honoraria.)

D NONE (No reportable non-investment income.)

DATE_ S O U R C E A N [) T Y P E

I. 2009 D ENTAL PRACTICE / SEL F EMPL OYMENT

2. 2009 PEARSON JUSTICE AND COF}MAN L L C - |: .QUIPMENT L EASING

3.

4.

(l,~clude~ tho.re to spouse" and dep,!ndcnt children, see pp. 25-27 qffilin~, inst~wtions )

N O N E (No reportable reimbursements.)

~ ~ L O C A T I O N P~l’O~g IT E MS P A ID O R P R O V ID E D

1 .

3.

4.

5.



FINANCIAL DISCLOSURE REPORT N .... fPe .... Rcportillg DateafRt.part

Page 3 of 8 COVFM AS, JENNIFER B . 0 7 t 1 5 . ’ 2 0 1 0

V . G I F T S . a . ~ t ~ a ~ . ~ ~ o ~ ~ o w . . . . .. . a dwendent children: see pp. 28-31 of filing inxtruction~.)

N O N E (No reportab# g~L~.)

DESCRIPTION

1 .

2.

3.

4.

5.

V I. LI AB ILITIES. (t.,.tu,t,~,

~ NONE (N~ reportable liabilities.)

CR ~DITOR DESCR IPTION V , XLU ~ C O D E

1 . BANK OF AMERICA SECOND HOM E LOAN K

Y

4.

5.



FINANCIAL DISCLOSURE REPORT s .... fP ..... R e p o r t i n g [ D,t¢ofRt| ,or!

Page 4 of 8 COFFMAN, JENNIFER B.

]

07/I 5/201

VII. INVESTME NT S and TRUSTS - i,,. ...... ; , , . , . . . . . . . . ,;,,,, (Includes th,,se ,¢ sp ......... a d e p e n d e n t c h i l d r e m s ’ e e p p . 3 4 - 6 0 o f f i l i n g I n . st , u c ti o ~ . )

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

..................... A. - - ......................... ~ ...... ~ ..................... i~. " ...........Description of As~ : 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 T r a n s a c l ~ o n s d u r i n g r c p o a i n g p e r i o d

(including t~st ~scts) r e p o s i n g p e r i o d[

o f r e p o O m g p c r i t, d

P l a c e " ( X ) " a f t e r e a c h a s s e t A m o un l T y p e ( c . g , Value [ V a lu e T > ~ c ~ ¢ . g , ~ D ale Value G ain I d c n t f l y o fe x e m p t f r o m p r i o r d i sc l o s u r e ~ C o d e I d [ v . r c m , C ,~ ¢ 2 M e th y l b u y , s e l l ,

[mm.’d~’~ Code 2 Code I Ibuyerisdlcr

: ( A - I I ~ o r i o l . ) O - P ) C O l iC 3 r e d e m p t i o n ) (ifpn~ate

~( Q - W ) ~ I t r a n s a c f i o n ~

1 .............

I. CITIZENS BANK - COMMON STOCK A Dividend .! W

2. RENTAL PROPERTY, C Rent K WEARLING TON(HOPKINS COUNTY),KENTUCKY

3. KENTUCKY TAX FREE INCOME A Dividend J TSERIES

4. l tLg #3 (CENTRAL BAN K) None M T

5. -CASH BALANCE IN I lL4 #3 None J T

6. -COLUMBIA ACORN SMALL CAP A Dividend K T Bu y I I / ’ 0 4 / 0 9 JFUND Z (add’ l)

7. -MA’VI-IIEWS PACIFIC TIG ER A Dividcnd K T Bu y 0 2 / 0 4 / ¢ t 9 J

(add’l)

8. Sold 07/29/09 J(part)

9 . -T ROWE PRICE EMERGING MARKETNone Sold 04/20/09 JFUND

1 0 . -COLUMBIA FDS SER TR MID CAP VAL A Dividend Sold 09/25/09 KZ (part)

1 I. Sold 0 9 1 2 9 ’ 0 9 J

1 2 . -WILL IAMS SONOMA INCCOM A Dividend J T

1 3 . -GOLD MAN SACHS FINCL SQUARE A Inlcrcst J T

1 4 . -FI’~DER_ATED CAP APPRECIATION A Dividend t T Sold 0 2 , ’ 0 4 / 0 9 JFUND 1 SHARES (part)

1 5 . Bu y 1 1 1 0 4 i 0 9 J{add’ll

1 6 . -GSCI COMMODITY STRATEG Y INST A Dividend J T Bu y 02/04/09 JF U N D (add’l)

1 7 . B u y I /04/09 J(add’ll



FINANCIAL DISCLOSURE REPORT N .... f~ ..... R ~ p o , t i . ~ r , ~ t e o f a ~ p o r t

Page 5 of 8 COFFMAN, JENNIFER B. 07/I 5 / 2 0 1 0

VI I. INVESTMENT S and TRUSTS - i ........ I .......... tlons (Includes those of sp ....... d d e p e n d e n t c h i l d re n : s e e p p . 3 4 - 6 0 t , f f il i n g i n ~ t r u c t lo n s . )

~ NONE (No reportable income, assets, or transactions.)

Description of Assets Income during Gross value al end Transactions during rcpommg period

(including t~s, .... is ) ~ing per.i~ o f r e p ~ , i n g p e r i o d

0) ~ (2) o) ] (2) (~ ) (2) [ (3) (~)- (5 )

Place’(X)"afl . . . .. h . . .. t I~.??~t T3Te(e.g.. Value i T y p e ( e . g . . Dalc Iv~tu, G~, I d e ~ , i , y o f

e x e m p t f r o m p r i o r d ~ s c l o su r e [ ..... I d i v . , r e n t . C o d e 2[ Meth~

b u y . s e l l . mmid&’~ I Code 2 [ Code I b u y e r / s e l l e r

(~) !o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ’ ( J - P )

]8 . -FEDE~TED TOTAL RETURN BOND A Dividend J T Sold 1 1 1 0 4 / 0 9 ~ AF~D1 9 . -SPDR GOLD TR None J T Sold 0 2 1 0 5 / 0 9 J A

(parl)

2 0 . Sold 0 4 , ’ 2 8 / 0 9 J A

2 1 . -SCIIRODER EMERGING MAR~T A Dividend J T Buy 04 /16 /09 JEQUITY F~D

2 2 . Buy 04~0109 J( add ’ l )

2 3 . Sold 7 1 2 9 / 0 9 J(pa~)

2 4 . -T ROWE PRICE MID CAP 6RO~II None K T Buy 0 9 / 2 5 1 0 9 KFUND ~7

2 5 . Buy 1 1 1 0 4 1 0 9 J(add’ l)

2 6 . -VANGUAKD ~DEX FDS ~IT g986 A Dividend J T B u y 0 4 1 2 8 / 0 9

2 7 . -ISIIA~S TRUST EMERGINO None Buy 0 2 / 0 5 1 0 9 JMAR~TS INDEX

2 8 . Sold 0 M I 6 /0 9 J A

2 9 . WESLEY COFFMAN D MD 401(K) None N TPROFIT SHARING PLA N (CENTRALB A N ) ~ )

3 0 . -CASH BALAN CE IN WESLEY None J TCOFFMAN DMD 401 (K) PSP CENTRALBANK

3 1 . -COLUMBIA ACORN SMALL CAP A Dividend K TFUND Z

3 2 . -GOLD MAN SACHS FINCL SQUARE A Dividend J TMONEY MARKET-PRINCPL

3 3 . -MAJH" PACIFIC TIGER A Dividend K T

34 . -FEDERATED CAP APPRECIATION B Dividend M T B uy 1/03/09 JF UN D I (add’l)



FINANCIAL DISCLOSURE REPORT N

Page 6 of 8 COFFMAN, JENNIFER B. 07115,’2010

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

.~. ~ ....~ .........i c. " D -Descriptio~ of As~ ln=omc during G ross value at end ~ Transactton~ during reposing pc~iod

(including la~s~ asse~s) rc po ain g p erio d o f rep ortin g p erio d [

1 ~ ~ ~ . . . . . . . ,~ ....... ~i; ~ % .... . [ ~ ....... ~ ~ ~ ~ ...... mPlace "(X)" after each assel Amount T~ ~e g., Va~ue : Value Type (e g., D ale Value Gain hlcnri~ of

exempt from prier discl0~ure Code I div., renk Code 2 Method buy. scll, mm/dtt ,’~ Cede 2 C~e I buycr/s¢llcr

~ {Q-W) , Iransa~tion)

35 . -FEDE~TED TOTAL ~2TURN BOND A Dividend J T S~hi I I/0M09 J AFUND (paa)

36 -GSCI COMMODI~ ST~TEGY INST A Dividend J T B uy l 1/03,."09 JFUND (zdd’l)

37 . -SPDR GOLD TR None J T

3 8 . -SCI IRODER E MERGING MARKET A Dividend K TEQUITY FUND

3 9 . -T ROWE PRICE MID CAP G ROWTH A Dividend K TFUND #47

4 0 . -VANGD IND EX REIT 986 A Dividend K T

4 1 . JP MORGAN CH ASE ACCOUNT A I n t e r e s t K T

4 2 .

4 3 .

4 4 .

4 5 .

4 6 .

4 7 .

4 8 .

t



N .... f P ....Reporting

.FINANC1ALpage 7 of 8 DISCLOSURE REPORT C O W ~ I ,~ N , J ~ N N W E R ~"

IVIII. ADDITIONAL lNFOR51ATION OR EXPLANATIONS.

ITEivlS SOLD ON L INES 8,9,10,14,23, WERE SOL D A T A L OSS.



FINANCIAL DISCLOSURE REPORT

Page 8 of 8 C O F F ~ I , ~ N , J E N N I F E R B . 0 7 1 1 5 . ’ 2 0 1 0

IX. CERTIFICATION.

l certify that all information given above (including information pertaining to my spuuse and m inor or dependent children, if any) isaccurate, true, and complete to the best of my know ledge and belief, and that any information not reported was w l~’hheld beeanse It met applicable ~tatu~oryprovisions permitting non-disclosure.

I further certify that earned income from outside employment and honoraria and fl~e acceptance of girls which have been reporl’ed are Incompliance w ith the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and J udicial Conference regulations.

Sig~

NOTE: ANY IN DIVIDUAL W|tO KNOWINGLY A ND \VILFULI.X." FAI ~-’IFI~O~1EEWIIIffREI~ORTT~IA -Y~I~SU’B]E~TTO CIVIl.AND CRI~IINAL SANCTIONS ~5 U.S.C. app. § 104)

F IL I N G I N S T R UC T I O N S

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure

Adm inistrative Office of the United States CourtsSuite 2-301One CoIumbus Circ le , N.E .Washington, D.C. 20544

Documents

Jennifer B Coffman Financial Disclosure Report for 2009