Keith P Ellison Financial Disclosure Report for 2010

8/3/2019 Keith P Ellison Financial Disclosure Report for 2010

1/9

FINANCIAL DISCLOSURE REPOR TFOR CALENDAR YEAR 201 0

Report Required by the Erhi~in Goverronem A ct of ! 978(5 U.$.C app. 101.111)

F31 ison, K e i t h P .

4. Tit le (M~ lde m J u d g e s I m B c a t e a c t i v e o r ~ n ~ o r s t a t u s ;tn~s tr-ae. i~ges indicate f~ l l- o~ part- t ime)U . ~. Di~tricl f ud g e - A c t i ve

7. (~ambers or Off ice Addt~s515 Rusk St ree t , Room 3716Hou_~ton "IX ~

~ , Ca m1 o r O rga a lza l JonU.S.D.C. S o u t h e r n o f Texas

R e p o r t T y p e ( c h e c k

7/27/201 ]

o i101 /2OlOIz r 3 1 / 2o l o

I M P O R T A N T N O T E S : T ~ e im~caons accom Oan yint this form mua be fottomd. Conwta att ~m,checking t h e NONE, b o x f o r each p a ~ w h e re y o u h a y , n o r e p o r t a b l e ~ n f o rm a ~ o n . S i g n o n l a x t p a g e .

I . P O S I T I O N S . ~ g o p , , , a ,, , ~ , , ,~ i a . , - ,o , ; ,, o ~ v . ~ - ~ J * ~ m , ,~ t , .* n , ,~ = - ~D N O N E (N o reportable pos i t ions . )

POSITION NAME OF 0RGANIZATION/ENTITY1, D irec to r H ar ry A. Bl ackmtm S cho l mship Fou ndat i on2. Director E x e c u ti v e C o m m i t t e e O r d e r of Coif3. Se cr e t a r y R h o d e s S c h o l a r s h i p S e h ~ . t io n C o m m i t l e ~ - D i s ~ i c t V l ll4. Dir~or H o m m n A c h i c v em ~ t P l a c .~5.

II. AGREEM ENTS. ~,~ ~aca~ ,~;~ N O N E (No reportable agreements.)

DATE PARTIES AND TERM S7."] q-~


2/9

FINANCIAL DISCLOSURE REPORTP a g e 3 of 9

D a t e o ~ R e p o r t7 / 2 7 / 2 0 1 1

N O N E (No repo rtable gifts.)S O U R C E

1.2.3.4 .5.

DESCRIPTION yALUE

V ~ ] N O N E (No re portable liabili ties .)C R ED IT O R D ESC R IP T IO N

I.2.3.4.5.

V A L U E C O D E


3/9

FINANCIAL DISCLOSURE REPOR TPage 2 of 9

N a m e o ~ P e r s o o R e p o r ~ l ~F . J l l s o n , Kd th P .

H I . N O N - IN V E S T M E N T I N C O M E . ( ~ , ,~A. Fl i er s Non. lnves tment Income~] NONE non-investment income.)eportable

D A T E S O U R C E A N D T Y P E

2.

3.4.

I N C O M Et y o u ~ n o ~ s p o u s e s )

B. Spouses Non-Inves tment Income -( D o l l a r a m o u n t n o t r e q u i r e d e x c e p ~ fo r h o n o r a r i a .)D (NO reportable income.)ONE non- inves tm ent

DATE SOURCE AND TYPEI. F, u lb dght & hw o ~ki , L . L.P . parme ~hip l ~x~f i t s2.3.4.

those to ~use and dCl~nd~d c.hildrcrt,, set p~. 2J-27 of filing i,atractiora.)(No reportable reimbursements.)O N E

2.3.4.5.

SOURCE DA~S LOCATIONOrder of Coif January 2010 New Orleans

ITEMS PAID.OR PROVIDEDT r a m p o t t a t i o n ~ e a l s / L o d g i n g


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FINANCIAL DISCLOSURE REPO RTPage 4 o f 9

N a m e c l ~ r m ~ R e ~ o ~ l n g I ) a~ 0{ Re i ~ r tE l l i s o n , K e l t h P . 7 /27 /201 1

VH. INVESTM ENTS an d TRUSTS - ~ , ,, ,, .N O N E (No reportable income, assets, or transactions.)

Type (e.g.Codel i ~v.. re~(A-H) o i r~)

o f ~ x , r ~ g i ~ i o dV a l u e V a l u e~ 2 M e th o dif -P) O ~ l e 3

(1 )Type (e.g.t~y. sell.~tio~)

T r a m a ~ o m d u r i n g r c i x ~ i n g I~ o d(2) O) (4)Dat~ Val~e ~ I d e n t i t y o f

mm/dd/yy Code 2 Cod~ 1 I m y e r l s ~ l k r(I-F) (A-H) ( i f p~v a~

1. 4 0 1 ( K ) S A V I N G S P L A N E D i v i d e n d PI T2. - Vangu ard P r ime Money Ma rke t Fund

3. - Vangu ard To ta l Marke t I ndex Fu nd4. - V a n g u a r d I a t e m a d o m a ] S t o c k I n d e x F un d5. - V a n g ua r d T o t a l S to c k M a r k e t I n d ex F un d

6. - A d a m s E x i x ~ s C o . C o m m o n S t o c k7. - Am e r i can O ppor t uni t i e s Mut ua l F und8. - Van K am p e n In t e r ne t Mut ua l F und

A D iv idend O T1 0 . - De an W i r ie r Di v i de nd G r owt h Mut ua lFtmdI 1. - D e a n Wi t t e r Mone y Mar k e t1 2 . - V a n K a m p ~ n I n m m ~ l M u t u a l F u n d1 3 . RETI REMENT S AVI NGS P LAN B D i v i d m d M T1 4 . - S par t an U. S . Eq u i ty Incom e1 5 . ~ O I ( K ) P L A N - T A X D E F E R R E D1 6 . - F ide l i ty Con t r afu nd1 7 . - F ide l i ty Gov ernmen t I ncom e Fu nd

D iv idend O

B = : H . 0 0 1 - $ 7 . , , . ~ 0O=$100. O0 l -K= $ 15.0 0 1 -O, ,$ 5 0 0 . 0 0 1 - $ 1 , 0 0 0 , 0 0 0

C =*2.501 -$5,00OH I =$1.OO:), fl01 -L = $ 5 0 , Q 0 t $ 1 C O . 0 O OPI =$1,000.001 -P4 =~Vlon: thmt $50000.000W


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FINANCIAL DISCLOSURE RE PORTPage 5 of 9 Ia m e e ~ P e n e n R e p o r t ~ gE l l |s o n , K e l t h P. D a t e e ~ R e p o r t7 /27 /201 1

[~] N O N E (No repor table income, asse t s , or t ransact ions . )Bo

( 1 )A m o u n t T y p eCode I &v. rent.(^-H) o ~ i ~ - )

T y p e :buy, sell

Do

(2) O) ~ (OD a t e V a k t e Gain I~nfity ofr am / r i d /y ,/ Cod e 2 C o d e 1O - l ) ( A - H ) t r a m a c t i ~ )

i I S . W E L L S F A R G O B A N K A in terest J T1 9 . W E L L S F A R G O B A N K A Interes t J T

20 . A M E G Y B A N K O F T E X A S C H E C K I N GA C C O U N T21 . A M E G Y B A N K O F T E X A S S A V I N G SA C C O U N T22 .

N

A I n t e x e ~ t M

FED ERAL TH RI FF S AVI NGS P LAN A Di vi chm d M T23 . - C o n m ~ n S t o c k I n d e x I n v e s t m e n t F u n d2 4 . FIDELITY BROKERAGE ACCOUNT2 5 . - Fide l i ty Munic ipa l Money M arket E I n t e r e s t O T26 . S an Franci sco Ai rpo r t I mprov em en t Bond - A Interes t J T

(x )2 7 . C h e v r o n C o r p . - ( X ) E Dividmd O T28 , ST AT E F ARM B ANK A Intv~t M T P r~v iom l y l i s led i n

error ~29 . FI D ELI TY I NVES TMENTS -I RA (X)30 . A d a m s E x p r~ C o . - ( X ) B D iv idend L T3 I. C ~ e v r o n C o q ~ r a t i o n - ( X ) A D iv idend K T32.F a i rp o i n t C o m m u n i c a t i o n s , l nc . - (X) A D i v i d e n d J T33. M e rck & Co . - (X) A D i v i d e n d K T

34. V er i zo n - ( X ) A D i v i d e n d L T

*Previously l isted in error . KPE has never owned any inve s tment in o r dep os it w i th Stat e Farm.Effi$15~01


6/9

oPFINANCIAL DISCLOSURE REPOR TP~ge 6 of 9

I ) a t~ o R e p o r t7 /27 /201 1

V I I. IN V E ST M E N T S a nd T R U ST SN O N E (No reportable income, assets, or transactions.)

(2) O) (4)Date Value Gain I d e m i t y o fmm /dd/yy ! Cod~ 2, Cod,: 1( I -F ) ] (A-IO ( if pdvale

35 . Spartan I n t e , n ad o n aL(X) A D iv idend K T36 . Leg$ Mason- (X) A Dividend J T

37 . OE Capi t a l In t e r e s t s -( X) A Interes t J T38 . T i m e W a r n e r - ( X ) A I n t e , c s t L T39 . L e h m a n B r o $ - ( X ) A l n t en ~ t J T4 0 . F id e li ty C a s h R e sc r ve s -( X ) A Intertst M T4 I. Gov t . Nat l . Mor tg . A s s n - ( X ) A I n t e r e s t L T42 . Vangu ard I nhe r i t ed I RA-(X)43 . - V a n g u a r d B l a n c e d I n d e x F u n d A d m i r a l44 . - V a n g u a r d W i n d s o r I I F un d A d m i r a l S h a r es

B D iv idend M T Sold 10/06/10 J

45 . - V a n g ua r d T o t a l S t o c k M a r k e t In d ex F un dA d m i r a l S h a r ~ s46. Rdelity I R A - ( X ) E IntJDiv. 047 . . F ide l ity Cash Rese rv es48 . -G ov t Nat ] Mt g Assn I I Pool49 . - G o v t N a t] M tg A s s n P oo l5 0 . - O E C ap it al I nt er no t ~51 . - L e h m a n Bros H I d ~ ln c

I . l n a x o e G a i n C o d e s :( S e e C o h z n m B I t o d D 4 )

Z V a ~ u c C o d ~( S ~ C o h m m s C I l in d D 3 )

3. V a h z M e d ~ o d C o de s( S e e C o h m m C 2 )

B = $ t . o 0 l -o - - $ 1 o o . o o t - $ 1 . o 0 o J x x )g = 1 1 5 . 0 0 1 -O = , I 5 O 3 . O 0 1 - $ 1 . o o o . o o o

C =,D..501HI = ~I .O iX) O I -L =$50 . 0 0 1 - $10 0 LR0PI =$1,000,001 -P4 =blot= t tmaSW

D --~5, flOI - $1t ,000H2 * , Meg * d a nM ~ $10 0 J30 1 -!"2 =$5.000,001 - $25,0(0.000T =Ca~ Mat~

B =$1~.001 - 150.000


7/9

F I N A N C I A L D ISC L O SU R E R E P O R TPage 7 o f 9

Nam e e f Pe r t oa Re por t ingE l l l s o n , K e i t h P .

D a t ~ ~ R e p o r ~7 / 2 7 / 2 0 1 1

VII. INVESTM ENTS and TRUSTS - ~,,~.,,,~.N O N E (No reportable incom e, assets, o r tranzactions.)

Place "00" a l~" e ache~ m~ t f rom p r ie r d i~ c lom~

O) i (2)A m o n ~ T y p eCo.e l d iv . ~n t ,( A - H ) o r i~ )

(i ) I (2) t3) (4) (5 )Type (~g . , [ D a m V a l ue G a i n I d e n d t y o ft r o y , ~ J I , i mm/dd/yy ~ 2 C o d e 1 t m y ~ l ~ - l i c rn~odon) O - P ) ( A - H ) 6f Fivate

52 . ~L e uc a d i a N a i l C o r p S r N V

5 3 . - T i m e W a r n ~ C o s I n c D E B

5 4 . - A d a m s E x p r e s s C o m p a n y55 . - O t e vr m C o r p N e w5 6 . - F i d e l i ty I n f l a t i o n l ~ t e c t e d B o n d57 . -Fide l i ty S wa teg i Inc ome58 , -S par t an l nd I ndex I nv es to r Cl as s5 9 . -Front ier -Communicat ions C o q 3 Corn60 . - M e r c k & Co l n c N e w Co r n61 . -Legg Maso n CBA Eq u i ty FD CL O62 . -Verizon C o m m u n i c a d o n s

=$1501


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FINANCIAL DISCLOSURE REPORTP a g e 8 o f 9

VIH. ADDITIONAL INFORMATION OR EXPLANATIONS.


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FINANCIAL DISCLOSURE REPORTPage 9 of 9

Name o[ Person ReportingE i l i s e n , K e i t h P .

Date o f Repor t7/27/2011

IX. CERTIFICATION.I c e r t if y t h a t a ll I n f o r m a t i o n g i v e n a b o v e ( l n d u d l n g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , i f a n y ) i sa c c u r a t e , h u e , a n d c ~ n 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 L ~ t u t o t ~p r o v i s lo m p e r m i t t in g n o n - d i s d o s u r e .I f u rt h e r c e r ti f y th a t e a r e d I n c o m e f r o m o u t s id e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c e e p t a m ~ o f g i f t s w h i c h h a v e b e e n r e p o r t e d a r e i nc o m p l l a n c t w i t h t h e p r o v i s i o n s o f 5 U . S . C . a p p . 5 0 1 e ~ s e q . , $ U . S . C . 7 3 5 3 , a n d J u d l d a l C o n f e r e n c ~ r e g x d a t l o n s .

N O T E : A N Y I N D I V 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 I F IE S O R F A L 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 I LAND C RI MI NAL S ANC TI O NS ($ U. S . C. app . 104)

Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Columb us Circle, N.E,W ashington, D.C. 20544

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Keith P Ellison Financial Disclosure Report for 2010