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UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA

400 NORTH MIAMI AVENUE, SUITE 12-1

MIAMI, FLORIDA 33128

JOAN A. LENARD

UNITED STATES DISTRICT JUDGE

June 7, 2010

Committee on Financial Disclosure Administrative Office of the

United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544

Re: 2009 AO-JO

JUDGE JOAN A. LENARD UNITED STATES DISTRICT COURT

SOUTHERN DISTRICT OF FLORIDA

Dear Committee:

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error.

payments have been fully paid. Disclosure Repo1t .

In response to your letter of May 18, 20 I 0, the entry in Part VJ, line I was submitted in

I do not have any loans at any educational institutions All tuition

Very truly yours,

JAL/dp

O..te

POSITION NAME OF ORGANIZATION/ENTflY

----··----- -----

- ---- -- - - -------------------- --------------- ·----------

PARTIES

: i ---- ----------- __ s_T_A_TE_o_F_FL_o_m_n_A_RE_TIRE __ ._ME_N_1_· I_'LAN __ fV_ES_· _·TE_· -) ----··----'-4----l ---"·..::• ;_"i __ _

L

. . . . ,

Report Required by the Ethics AOJO FINANCIAL DISCLOSURE REPORT in Go•emment Act of I 978 Rev. 112010 FOR CALENDAR YEAR 2009 (5 U.S.C. app. §§ 101-1 ll}

1. PtrSOD Reporting (last name. fusl !IUddle initial)

LENARD. JOAN A.

Z. Court or Organization

DISTRICT COURT. SOlJTIIBRN DJSTRJCT OF FL

3. Date of Report

04/19/2010

4. Title (Artlcle ID judges Indicate active or senior status; magistrate judges lndic.ate full- or part-time}

U.S. DISTRJCT RTDGE - ACTIVE

5a. Report Type (check appropriate type}

D Nomlnation, Dare

D Initial [{] Annual D Final

6. Reporting Period 01/01/2009

to 12/31/2009

Sb. D Amended Report

7. Chambers or Oflk� Address

400 NORTH MIAMJ AVENUE SUJTE 12-1 MIAM1. FLORIDA 33128

8. On the basis of lhe Information contllilled In this Report and anymodifications pertainlng thereto, it Is, lo my opinion, in mmpliance wnb applicable laws and rtgulatlons.

Reviewing Officer

IMPORTANT NOTES: The instntctions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you haYe n(J reportable inforinati(JIL Sign on last page.

I. POSITI 0 NS. {Reporting lntiividual only; -pp. 9-13 offiling instructions.)

NONE (No reportable positions.) [{]

·------····---

2. ------·

3.

4. ..

5.

II. AGREEMENTS . (Reportingindividual only: see pp. U-16 offiling instructions.) . :):. J . i ['..,.) D NONE (No reportable agreements.} h.)

. ··.:] ••• J ..::""AND TERMS )>

<::>I. 1996

CT2. 1996 STATE OF FLORIDA DEFERRED COMPENSATION ACCOUNT

3.

SOURCE AND TYPE

SOURCE AND TYPE

SOURCE LOCATION PURPOSE

--------- _____ --- -----

INCOME

ITEMS OR PROVIDED

---------- ------------------- ·-···--------- ----

---------- ·---------------- ------------______ ....... . .. ___ ··---··-..

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 2of13 04/19/2010LENARD. JOAN A.

III. NON-INVESTMENT INCOME. (Reporting individual andspouse; -pp. 17-24 offJ/ing inslroctions.)

A. Filer's Non-Investment Income

[{] NONE (No reportable non-investment income.}

lyours, not spouse's)

].

2.

3.

4.

B. Spouse's Non-Investment Income - If you were married dwing any portion of1he reporting year. wmp/ete tlus sectior1. (Dollar amount nDl required excepc for honoraria.)

D NONE (No reportable non-investment income.)

I. 2009

2. 2009

3. 2009

4.2009

IV. REIMBURSEMENTS -· transpo rllldon. lodgJng. food, enterlalnmenl

(Includes those lo spouse and dependent ch//dren; see pp. 25-27 of fillnlf instroctiom.}

[Z] NONE (No reportable reimbursements.)

PAID

I.

2. ____ ., ____....____ ----......

3.

4 ..

5 ..

SOURCE DESCRIPTION

------··· --··-·--· -----------------�---

CREDITOR DESCRIPTION VALUE CODE

I

Date of Report Name of Person ReportingFINANCIAL DISCLOSURE REPORT Page 3of13 04/1912010LENARD, JOAN A.

V, GIFTS. (Jncludes thase to spouse and dependent cblJdren; _,pp. ZB-31 of Filing fnslnH:lions.}

[Z] NONE (No reportable gifts.}

l.

2.

3.

4.

5.

VI. LIABILITIES. (Includes those of spouse and dependent chiJdren; see pp. 32-33 of filing insJroctions.)

NONE (No reportable liabilities.) D

2. FIRSTSOlffHERN BANK. CITY WAREHOUSE PROPERTIES Pl NATIONAL BANK

3. NATIONSBK.AMRESCO VACANT LAND/OUTPARCELS N

4.

5.

Descri��:,;of lnco!:wmg-1- :v;e .,:--i --------T�ctlons dw!re;.:��---···--

(l7°jg ---+o�ir- - -·iir---T-·c2i·-,1··

i

j_ -t: :::i_ rr : ; _____

14. ! !

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Date of Report Name of Penon Reporting FINANCIAL DISCLOSURE REPORT Page 4of13 04119/2010LENARD. JOAN A.

VII. INVESTMENTS and TRUSTS -·income, ra1ue, 1Ta11Sactiofl5 (lnc1ut1es """"'or spouse anddepent1en1 cbUdren: see PP· 34-61Jorm1ng instrvcdD115.J

0 NONE {No reportable income, assets, or transactions.)

·--·---·· Assets ----·---!

(lncluding trustassels) r (3) (4) (5) ....... -j

Place "(X).. after each asset JAmount 'I Type (e.g. ' Value I Value Type (e.g.. J Date . Value Gain Identity of.exempt from prior disclosure ; Code l div . rent, I Code 2 i Method buy. sell. mm/dd/yy buyer/seller. I

\ Code 2 i Code I I_

,

l. WACHOVIA BANK fl A Interest

2. WACHOVIA BANK 112 A Interest

, 3. WACHOVIA BANK !13 B Interest

WACHOVIA BANK #4 c Interest

5. BANK ATLANTIC c Interest'

6. COLONIAL BANK A Interest

7. BBTBANK(X) A Interest

8. FIRST SOUTH BANK E Interest

JNG DIRECT()() · A Interest

. 10. V ANGUARDPRIME MONEY MARKET c DividendFUND

11. VANGUARD TAX-EXEMPT MONEY D DividendMARKET FUND

i 12. VAN GUARD FLORIDA INSURED LONG c DividendTERM TAX-EXMPT FUND

: 13. VANGUARD HIGH YIELD c DividendTAX-EXEMPT FUND

14. NORTIIEAST INV. TRUST D Dividend

15. STOCKS/SECUR!TlES

16. DETROIT EDJSON-COMMON B Dividend

17. NI SOURCE-COMMON B Dividend

K

K

K

M

M

M

M

Pl

M

M

N

M

M

L

L

K

- .

T

T

T

T

T

T Merged(with line 7)

T

T

T Open

T

T

T

T

T

T

T

I0/12/09 M

9/15/09 M

-· ···

! . i Income Gain Codes: A •I 1.000 or I.., B =II ,001 • 12,500 c-sz.soI . s5.ooo D =$5.001 · $15.000 E =S 15.001 - 150.000 I (See Col= Bl and 04) F •150.ClOI • 1100.000 G =$100.001 - Sl,000,000 HI =IJ.000.00J · 15.000.000 HZ =More than 15.000,000 2. Value Codes J •I 15,000 or less K =SIS.001 • 150.000 L =150,001 • SJ00,000 M =SI00.001 · 1250.000

{See Columns CI and 03) N -1250.001·1500,000 O=S500.00I • SI,000.000 PI u ,000.001 . 15,000.000 P2 =$5.000.00I · 125.000,000

P3 ·125,000,001 • 150.000.000 P4 =More than 150,000,000 3. Vslu.r, Method Codes Q •Appraisal R .CO.t (Real Es1ate Only) S=- mient

(See Colurnn CZ) U -Book Value V=Other W =Estimaltd

I Descrt t;:::-:.:- -·-------r:com!·

d:: ·--���� -=-•:d

--1 Transaction rt

-.-

repo

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ing '.'.'l'orting '"j)O�_g pertCX:

l

I_ J

rGYRODYNE

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period

Date ofIUportN"°"' of Person Reporting FINANCIAL DISCLOSURE REPORT Page 5of13 04/19/2010LENARD, JOAN A.

VII. INVESTMENTS and TRUSTS --income. yajue, transacao"' {Includes those or spouse and dependentchildren; see PP· Juo orflllng mstructions.J

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

(including tn1st assets) _ period ' of __ _, I : ' ( (2) ! (3) (4)' Place"()()" after each asset :1ru! unt '1 T: e.g.. V e V e ,I! Type (e g.. i Date Value Gain Code I s .

exempt from prior disclosure , div., renl. Code 2 ( Method buy. ell, ,mmldd/yy I Code 2 Code l . t :(A-H) : or int.) 0-P) j Code 3 redemp ion) U-P)

----�··----------- --- --�W)_ ____:�-Identity of

buyer/seller . (ifprivate i !

transaction)·---······· .. ·--

CO'S.-COMMON None J T

: 19. AT&T-COMMON B Dividend K T

20. i

LSI LOGIC CORP.-COMMON None J T

, 21. AT&T- COMMON A Dividend L

22. BOEING-COMMON c Dividend ·M T

23. CHARTER COMM.-COMMON None fu."Pired 11/30/09

24. CMS ENERGY-COMMON A Dividend T

25. CONS. EDlSON-COMMON A Dividend r T

i 26. BANK OF AMERJCA-COMMON A Dividend T

i 27.' CHEMTIJRA CORP.-COMMON A Dividend

28. DYNEGY ENERGY-COMMON None T

29. DUFF & PHELEPS-COMMON A Dividend T

! 30. FPL CO.RP.-COMMON A Dividend T

31. INTEL CORP.-COMMON A Dividend K T

32. ALCATEL LUCENT-COMMON None T

33. NOKIA CORP.-COMMON A Dividend K T

34. SCHRNG PLGH-COMMON A Dividend T Metged 1115/09 (with line 35)

.. ·--·---- -······ ···· 1. Income Galn Codes: A ..s1.000orlPS..'i B =SJ.DOI - S2,500 C =S2.501 - SS.000 D =SS,001 - $15,000 E =SJS,001 - SS0.000

(See Columns Bl and 04) f=SS0.001-SI00.000 G =SI00,001 • Sl,000.000 HI =Sl,OOO,OO! -SS.000.000 H2 •More than SS.000,000 l Value Codes ) ·SIS.000 or J.ss K •SI 5.001 - SS0.000 l ·S5C,001 - $100.000 M =S!00,001 - $250.000 .

(See Coiumru Cl and 03) N 4250,001 - SSD0.000 0 =So00,001 · Sl,000.IJUO Pl ··Sl.000.001 - S5.000,000 P2 =SS.000.001 - SZS,000.000

P3 425.000.001 - S50.000.000 Pl =More than S50.000.000 3. Value M<thod Codes Q•ApprIIMI R ..C0.1 (Real E.<1•1e Onl.Y) S '°'Assesc;ment

(See Column C2) U-=-Book VaJue V •Othor W -fa1imated

lnc:n!dwing I ____ reporting perl_od _ _,__or_repornn __ · _g_pe_rlod _ __,_,

rAn unt I :c --v- - ---i .-4- ------ -��-n-(�-ty:··--

, I ddlyy

!,, -·· ·· ··-·---------- --- ---��----�- -"-----'------- ----'

I

v =Oilier

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 6of13 04119/2010LENARD. JOAN A.

VII. INVESTMENTS and TRUSTS -- 1ncome••a1.,,,, 1ransacuons (Includes or spouse and dependent chlldrea: see PP· 34-(j() or m1nc 1nstrucnons.J

0 NONE (No reportable income, assets, or transactions.) 0:-----------------,

A. Description of Assets r- Gross v :X, at end Transactions durtng reporting period (Including trust assets)

Place • {)()" after each asset T2;eg.. v . I v . T 1ie.g..

exempt from prior disclosure i Code l , div., rent CodeU-P)2 •. 1 thod 3 buy, sell, Code 2

Code l buyer/sellerM Qe,! (A-ff) i, or int.) - redemption) U-P) (A-H) (If private 1 transaction)

35. MERCK-COMMON{X) A Dividend J T

36. SUN MICROSYSTEMS.INC.-COMMON None J T

37. VODAPHONE-COMMON A Dividend K T

38. VERIZON COMM.-COMMON A Dividend J T

39. ENTERGY CORP.-COMMON A Dividend ] T

40. QUEST COMM.-COMMON A Dividend J T

41. AT&T-COMMON A Dividend K T

42. CISCO-COMMON None M T

43. ORACLE-COMMON A Dlvidend L T

44. BANK ATI.ANTJC-COMMON None J T

45. BLACKROCK FL MUNICIPAL FUND B Interest K T

46. SPANISH BROADCASTING None J T SYSfEM-COMMON

47. COMCAST CORP.-COMMON A Dividend J T

48. WOODBRIDGE HOLDINGS None J T Merged 09/21/09CORP.-COMMON {with line 49)

49. BFC FINANCIAL CORP.-COMMON None j T

50. EATON VANCE MUNICIPAL MUTUAL A Dividend 1 T FUND

51. INVES1MENT PROJECTS

-1. Jnronlif" Gain Codes:

(See Columns Bl and D-1)2. Value Codes

(See Columns Cl ond 03)

3, Value Method Cod"' (See Column C2)

A =11,000"' "-"'

F -550.001·1100.000 J ·115.000 or loss N =1250,001 • 1500.000

P3 =125,000,001·150.000,000

Q=AppralsalU =-Book Value

6 =Sl,001 - 12.500 C =1100.001·11,000,000

K ·115.001 - 150,000

0 •1500.001- 11.000,IXJO

R =Cos! (R""1 Esta1e Only)

c ·12.501 • $5.f)OO Hl sl.000,001- SS,000.000

L -SS0,00! - $100,000 Pl =11.000.001 • 55,000,000

P4 =Mono than $50,000.000 S •Assessmern W•Estim>ted

D =15,001 115,000

HZ =More than $5,000,000M 4100,001- S250JXJO PZ =15.000.001 · 125.000.000

T =Cash Market

E •llS.001 - 550,000

· -- - - - -

scrl-

p::--

of-

A::-----1 ··-····---· ··---· ·---··-··------·······---·--

llmm/dd/yy int._)

-- _______ -- -- - --··..l__ ______ __J

'

i

------·· ···----·

i

I

I

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I !

··· --- - ·····

FINANCIAL DISCLOSURE REPORT Date of Report Name of Person Reporting

Page 7of13 04119/2010LENARD. JOAN A.

VII. INVESTMENTS and TRUSTS -- 1ncome. ""1ue. transactions (lnc1udes those oF spouse and t1epent1eat chUt1ren;.,,., PP. u-60o£m1ng1ns1rocdons.JD NONE (No reportable income, assets. or transactions.)

....

D.om!dt�g Gross v; e at end Transactions during reporting period

of reporting period i(including trust assets) reporting period ,_<ir-r -m--r --- r<4JT--(z) (I) (2) <5J. Place"()\.')" after each asset Amoum Date ValueType (e.g., Value Value Type (e.g., Gain ! Identity of

Code l div., rent, Method buy. selL I I ' exempt from prior disclosure

-(A-H)J_- or Code 2 Code 2 Code I buyer/seller

Code 3 L -' ' __ U-P) i (Q-W) j

redemption) O·P) I (A-H) (if private ··-·-···· ····-. ·-···---··· ·---·---.-.L .....____.___.

transaction)----·····--- ·-··

52_ PALISADES BSEBLL,CA

i 53. PIER ONE IMPTl.FL

54. COMM'L DEVLPILEHMN,FL

55. NMB CMMRC CTRLLC.FL

56. SELECT FUNDING ASSOC.,FL

57. SELECT/PEABODY.MA

58. SELECT ATTLEB .. FL

59. RETIREMENT ACCOUNTS

60. OPPENHEIMER FUNDS:M/MF ii l

61. OPPENHEfMER FUNDS:GNMA # 2

62. EVERGREEN FUND

63. EVERGREEN EQUITY INCOME FUND

64. ·FEDERATED KAUFMANN FUND

65. FIDELITY (I.RA)

66_ THORNBERG MORTG AGE.INC.

67. LADENBURG THALMANN FINANCIAL SERVICES.INC.

68_ OPKO HEAL TH.INC.

D

E

F

A

D

D

B

c

A

None

Rent

Rent

Rent

Interest

Rent

Rent

lnterest

Dividend

None

None

None

lnterest

None

None

None

. -····-··-·-

K

L

M

Pl

J

M-

L

K

K

K

J

K

K

J

J

J

u

u

I u

u

T

u

u

T

T

T

T

T

T

T

T

T

I. lnwn1'! Gain Codes: See C'-<>lumns Bl and 04)(

Z. Value Cod .. I (See Columns CI and D3) 1

l 3. Value Mechod Codes (See Column C2)

A •Sl.000 orless F =$50,001 • $100,000

) •S 15,000 or less N =S250,00I - $500.000

P3 •S25,000.00l - 150.000.000 Q•AppraisalU ""Book Value

B oSUXll - SZ. G •SI00,001- $1,000,000

K =IJ 5,001 - S50.000 0 =S500.001 - SI .000.000

R •Cost (Real Estaie Only)V..Olher

C 42.501 - S5.000 HI =Sl.000,001 - $5.000,000 L .S50,00J - $!00,000

Pl =Sl ,000,001 - SS.000,000

P4 =More than $50,000,000

S =AssessmeDI w =Estlma1ed

D 45.001 • $15.000 E 415.001 - $50,000 H2 •More than SS.000.000 M =SI00.001 • SZS0,000 P2 •SS.000,001 - $25.000.000

T=CashMari<et

____ _____

'

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··w1-<2·>---''----<1-i ----.--12-) --..,--<3>-1.---<4fl

-·--··-····-�------.....L.--------''----- --···· -------

1···i·:�� ::

________ _ 42:50-1--s5-.ooo-- .-s,-

.00-1 -- s1-s.-ooo-----E-. -s1 -s.00 1

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Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 8of13 04/19/2010LENARD, JOAN A.

VII. INVESTMENTS and TRUSTS - incume, wue. transactions (Indudes those or spouse am1 dependent chlklren: see PP- 34-60 orn11ng 1ns1ruct101JS.J

D NONE {No reportable income, assets, or transactions.} ___ , ,_. ___ .... .____________ , , .... .. .. ..

A. B. C. D.

°"'°1ptlon of Assets Gross value at end T ransactlans durtng reporting period

(including trust assets) of reporting period

- (1) (2) (5)I ___ _ ·Place "(X)" after each a.<;.<;el . Amount Type (e.g .. Value Value Type (e.g.. Date Va.Jue : Cam , lc!en ty of

I e.xempt frorn prior disclosure Code I div. rent, Code 2 Melhod buy, sell. mm/dd/yy Code 2 I Code I buyer/seller,\ (A-HJ or int.) 0-P) Code 3 redemption) 0-P) ! {A-H) 'I (If private (Q-W) . tr'dJISacliOn)

.··-·--···- ·-.

69. GENERAL ELECl"RlC-COMMON A Dividend J T

70. FL-DEF. BEN.PNSN.(VESTED) None M w

71. FL-DEFFERRCOMP.PLN A Interest L T

72. lCMA-457 DEF.COMP. D Interest M T

173. FIDELITY ANNUITY None M T

74. OPPENHEIMER FDS:M/MF #I B lntercst K T

75. OPPENHEIMER FDS:GMMA #2 B Dividend K T

76. FIDELITY CASH RES. A Interest J T

77. CHEMTURA-COMMON None J T

78. ENTERGY CORP.-COM.MON A Dividend J T

79. ALCATEL LUCENT-COMMON None J T

80. EDISON INT.-COMMON A Dividend J T

SJ. UNISOURCE-COMMON A Dividend J T

82.

83.

CISCO-COMMON None .I T

HEWLE'IT-PACKARD- COMMON A Dividend J T

84. GENERAL ELECTRIC-COMMON A Dividend J T

85. OTil.ER ACCOUNTS

... ... . .. . .. . A ..s1 ,000 or less B ·SUXll -S2.500 c

r;;i:d 04) F -sso.001 . suio.ooo HJ ·S 1.000.001 • SS.000,000 G .,SI00,001 Sl,000,000 ·

H2 =M<><e than SS 000.000 .! l •SIS,000 or Jess 2 Value Codos K •SIS,001 · 150.000 L •S50.00l • SI00.000 M ·SI00.001- SZS0,000 0 •SS00,001 rt -11.000.001.. ss.000.000 -Sl ,000,000

. (Se. Columns Cl Md 03) P2 =SS.000,001 .. SZSN ·S250,00I · SS00,000 000.000

P3 •SZ5,000,001 · SS0,000.000 P4 "M"" than SSU.000.000 Q •Appraisal R ..CO.. (Real Es"oe Only) S=Asses.mern

.

3. Value Method Codes(s..C-0JumnCZ)

,

I._ . --- Value V•Olher W =E.stimated .....

i

T..,:tions

J ·r··-(I)·-1---m -1-·---{i)

Amount Code (A-H)

-- ___ ____ ___ - ---

186.

i '

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Date ofReportName of Person ReportingFINANCIAL DISCLOSURE REPORT Page 9of13 04/1912010LENARD, JOAN A.

VII. INVESTMENTS and TRUSTS --income. value. transactions (lnc1udes ,,,_ or$p0Use ant1 dependent chUdren: see PP· 34.(j() ,,rm1ng 1ns1roct1ons.J

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

(lllduding trust assets) , reponing period i of reporting penod (1) .(2) --

1

.. ... - --,- - - (4j- :(z) -f; (3)

Date Value mmldd/yy Code 2 buyer/seller

(A-H)

(S) Type (e g..

Method buy, sell, Value Identity ofPlace "(X)" after each assel Type (e.g. Value Galnj

Code I I1 I 1div . rent, or int.)

Code 2 exempt from pnor disclosure U·P) redemption)

!_ - ----_J Code3 0-P) (if private :

J-- ----.

CON.EDISON-COMMON

87. WENDYS ARBY GROUP.INC.

88. TIM HORTONS

89. JANUS GLOBAL TECH

90. JANUS ENTERPRISE FUND

91. JANUS ORION FUND

92. JANUS GROWTI-1 &JNCOME FUND

93. JANUS VENTURE FUND

94. JANUS FUND

95. JANUS 1WENTY FUND

96. U.S.SA VINGS BONDS

97. ISRAEL SA VJNGS BONDS

98. 2-FL PREPAJD TUITION PLANS

99. CHEMTURA CORP.-COMMON

100. NEUBERGER & BERMAN GUARDIAN FUND

101. COCACOLA ENT.-COMMON

102. BK ATLANTIC-COMMON

c

A

A

A

A

A

B

A

A

A

Dividend

Dividend

Dividend

None

None

None

Dividend

Dividend

None

Dividend

Interest

Interest

None

None

Dividend

Dividend

None -

M

J

J

J

.I

J

J

J

K

J

K

K

K

J

J

J

J

T

T

T

T

T

T

T

T

T

T

T

w

w

T

T

T

T

I

! '

I. Income Gain ('.00..: A •S 1.000 or i..s B =Sl,001 -S2.500 C =12.5(11 - S5.000 D =15.001 • 115.000 E =S 15,001 · $50.000 (S.. Columns Bl and D-1) F -sso.001 • su.i.ooo c 4100.001 -11.000.000 HI =Sl.000,001-$5,000.000 112 •More1han SS.000.000

2.. ValueOJdes J •SI 5.000 °' 1.., K =Sl5,001- 150,000 l 0150.001- Sl00,00> M ·1100.001- $250.000

(S..Columns CJ and 03) N oS250.00 I • 1500,000 0 =1500,001 · Sl,000.000 Pl =11,000.001 - $5.000.000 P2 =15.000.001 -125.000,000

P3oS25.000.001-S50.000,000 P4 =M0<1> than $50.000.000

'··-··-··--· .... 3. Value Melhod Codes Q=Af'IX"lsal R -cost (R..i F.sia" Only) S= I T -Cash Market

(See Colwnn C2) U ..,Book Value V=Ot""' W=&tlmated

. 1

- ---- -

I nun/ddi-yy '

----

;i_

2 _ ��_l --- -J_;;_; __ _

!

i

!

1119. L

12 ------

I

i

I I i

I I i I i

Name of Pt:rson Reporting FINANCIAL DISCLOSURE REPORT Date of Report

04/19/2010LENARD, JOAN A.Page 10of13

VII. INVESTMENTS and TRUSTS - u-60otmuwinslnJctions.J- 1nrome. va1ue, 1ransactiom {Includes tJwse or spouse am1 dependent children;,.,., pp.

D NONE (No reportable income. assets, or transactions.} 1 - - - - ·-----··--- · --····· -:

A. B. c.Description of Assets Income during Transactlons during reporting period Gross vaJue at end ,(including assets) reporting period of reporting period itrust

i (1) (2) (I) (z)-·-r-- (I) (2) (3) (4) (5)'IAmount Type (e.g .. Value Value · Type (e.g .. D-•te Value Gain I ldenUty ofPl.ace "(X)" after each asset · Code I Code 2 Iexempt from prior disclosure div., rent, Method buy. sell,

orinl) 0-P) redemption)Code 3 (Q-\.\

.. · -------····----�!. (A-HJ

103. VIACOM-COMMON None J T

: 104. CBS-COMMON Ti

105. COVERDELL EDUCA110NAL IRAS

106. SELIGMAN COMMUNICATION & INFORMATION FUND

!07. ALLJANCE TECHNOLOGY FUND

: 108. DAVIS FINANCIAL FUND

1109. DAVIS N.Y. VEN1UREFUND

110. DELL INC.-COMMON

i 111. SEMPRA ENERGY-COMMON IIi

112. CONSTELLATION ENERGY-COMMON

113. DISNEY CORP.-COMMON

114. BP AMOCO -COMMON

115. FRONTIER COMM.-COMMON

I !!6. DAJMLER AG-COMMON

l17. EXELON CORP.-COMMON

' ll8. NORTHEAST UTILITIES-COMMON

PG & E CORP.-COMMON

A

A

A

A

A

A

A

A

A

B

Dividend J

None J

None J

None J

None ]

None J

None J

Dividend J

Dividend J

Dividend J

Dividend J

Dividend J

Dividend J

Dividend J

Dividend J

Dividend L

T

T

T

T

T

T

T

T

T

T

T

T

T

T

T

I

A•Sl,OOOorbs B =Sl,001- SZ.500 l. locome Gatn Cod.,.: C =lZ.501 - S5.000

F =S50.IJOJ. SI00.000 G =SJ00.001 ·SI ,000,000 HJ •Sl,000,001 - SS.000,000 (See Colwnns Bl and 04} J =SIS.000 orl= K •SIS.001 • $50,000 .ValueC.-x!es L =150.00J Sl00.000 N ·S250.00J - $500,000 0 =SS00,001 - SJ ,000,000 Pl =SI .000.001- SS,000,000 (See C'.olumr CJ and DJ) P3 =J25.000,001 • $50,000,000 P4 =More than $50,000.000 Q•Appralsal3 Value Method Codes R -CO.I (Real Estate Only) S =Assessmenc

(Seo Column C2J -- - --- -----

V OrherU =Bo<>k Va1u" ····---

w =Estimated -

D =SS,001 · $15,000 E 415,00J - SS0.000

H2 =More lhan SS.000.000 M =SI00,001 - S250,000

SZS.000,000 PZ =S0.000.001-

T =Casl:i Market

·····-------·

------- _ ___

{!) (2) -(2)-,,-(3)/(4) --., --(5)-

I

L_ ____ _

1120.

1122.

__

-----.-

'

-

.... -----·-·· -

Date of ReportName of Person ReportingFINANCIAL DISCLOSURE REPORT Page 11of13 LENARD, JOAN A. 04/19/2010

VII. INVESTMENTS and TRUSTS --income. value. transactions (lndut1es those of' spouse and t1ependen1 chut1ren: see PP· 34-60ormm81nstructions.J

D NONE (No reporrable income, assets, or transactions.} ------····· .. --------.... -------- .....,___...

A. B. C. Description of A"-"'IS Income during Gross value a1 end

dTransactions during reporting period

(including trust assets) reporting period of reporting period

,__{i);r;(z)- --Value Value

(!) Date ValueD. GainAmount Type (e.g..

Code I : div.. rent, Identity ofPlace "(X)" after each asset

exempt fr.om prior disclosure

Type (e.g., Code2 nun!ddfyy (',ode 2 Code 1 buyer/sellerMethod buy.sell..

Code3 redemption)(A-H) or inl.) 0-P) (A-H) (IfprivateU·P) transaction)(Q.W) ..... L

CISCO -COMMON

! 121. COMCAST-COMMON

PFIZER-COMMON

A

A

None

Dividend

Dividend

K

1

J

T

T

T

__,,.... __ ,.. .... ..._ .. ._I. Income Gain Codes: A ::.$J ,000 or less D =S5,00I - $15.000 E =Sl>.001- S50,000 I B=Sl,001 ·S2.500 C "$2,501 - $5.000

(See Columns Bl and Dl) F -$50,001 G =SJ00.001 - SI ,000.000 HI =Si.000.001- SS,000,000 2. Value Code$ J •Sl5,000or I= K =Sl5.00I - S50.000 L ·SS0.001- S!00,000

H2 =Morn O.an $5,000,000 ll.l=St00.001 - $250,000

- $100.000

{See C-Olumns CI and 03) N •S250.00I · S500.000 0 =S500.001 - S! .000,000 Pl =SI .000.001 - S5,000,000 PZ :$5.000.001 - S25,000.000

P4 •More than S50.000.000

S=A:sse.s.srumt T=CdiMatl<el P3 =S25,000,001 · $50.000.000

3. Value Melliod Codes Q•Appratsal R •Cos! (Real Eslate Only)U =Book Value V •Other(Se. Colwnn C2) W=Estimafed;

I

Name ofPerson Reporting Dato of Report FINANCIAL DISCLOSURE REPORT

Page 12of13 LENARD, JOAN A. 04/1912010

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (/DtJlcatepartoflreport)

Part VU. Line 6: Colonial Bank was taken over by the FDIC and merged with BBT Bank on l 0/12/09.

Pan VII. Line 23: Chaner Communications. Inc. went bankrupt on 11/30/09.

Date of Report Name of P•TSOD Reporting FINANCIAL DISCLOSURE REPORT

Page 13of13 LENARD, JOAN A. 04/19/2010

IX. CERTIFICATION.

I certify that all Information given above (including information pertaining to my spouse and minor or dependent children. if any) is accurate. tnie, and complete lo the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non.-disclosure.

I further certify that earned income from outside employment and honorarla and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

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 Ad ministrative Office of the United States Courts Suite 2-301 One Colwnbus Circle, N.E. Washington, D.C. 20544