I 1. Person Reporting (last name, first, middle initial) OMeara, John Corbett
4. Title (Article III judges indicate active or senior status; magistrate judges indicate full- or part-time)
Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. 101-111)
7. Chambers or Office Address United States District Court 200 E. Liberty Street Ann Arbor, M148104
8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. Reviewing Officer Date
IMPORTANT NOTES: The instructions accompanying this form must be followetL Complete all parts,
checking the NONE box for each part where you have no reportable information. Sign on last page.
NONE (No reportable positions.) POSITION NAME OF ORGANIZATION/ENTITY u.s. District Court, Eastern District of Michigan, Historical Society
Michigan Opera Theatre
1. Director 2. Director 3. 4. 5.
II. AGREEMENTS. (Re, oning individual only; seepp. 14-16 of filing instructions.)
~] NONE (No reportable agreements.) DATE
PARTIES AND TERMS
III. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 17-24 of filing instructions.)
A. Filers Non-Investment Income
~] NONE (No reportable non-investment income.)
DATE
INCOME
(yours, not spouses)
2. 3. 4.
B. Spouses Non-Investment Income - If you were married during anyportion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
~
1. 2010 2. 3. 4.
DATE
Private Practice
DATES
LOCATION
PURPOSE
~]
1. 2. 3. 4. 5.
SOURCE
DESCRIPTION
VALUE
VI. LIABILITIES. anciudes those oSspo,se and dependent chltdren; see ~,p. 32-33 of filing instructions)
NONE (No reportable liabilities.)
CREDITOR
1. 2. 3. 4. 5.
DESCRIPTION
VALUECODE
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filiug instructions.)
[]
I. 2.
HILLSDALE COUNTY NATIONAL BANK COMMON STOCK CHASE DEBIT ACCOUNT (CASH)
A A
Dividend Interest
K L
T T T
T T
3.
4. 5.
Interest
Interest Dividend
K
L Pl
6.
7.
A
A
Dividend
Dividend
L
L
T
T
8. 9.
10.
B A
A A
Dividend Dividend
Dividend Dividend
M J
K K
T T
T T Buy 06/10/10 K
I I. MEAD JOHNSON
Non-Private Non-Private
12. 13.
14.
A A
B
Dividend Dividend
Dividend
Sold L
K
06/21/10 K
T
T
15.
16. 17.
TARGET CORP
3M COMPANY UNION PACIFIC CORP COM
A
A A
Dividend
Dividend Dividend
J
K J
T
T T
I. Income Gain Codes: (See Columns BI and I)4) 2. Value Codes (See Columns C I and D3)
C=$2,501 -$5,000 H 1 =$i 000100i ~ $~ 000 000 L =$50~001- $i00~000 P4 =More than $50,000,000 S =Assessment W =Estimated
E=$15;001 -$50,000
T =Cash ~ark~t
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of f!ling instructions.)
[]
18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34.
UNITED HEALTH GROUP INC. (United Healthcare Group) WELLPOINT INC. WELLS FARGO & CO. NEW DEL ZIMMERHOLDINGS INC. COM ARTISAN INTL AMERICAN FUND HARBOR INTER JORDON UTAH SCH DIS 3P MORGAN INTERM TAX FREE KENTUCKY ST PPTY OMAHA NEB OREGON ST SAN ANTONIO TEX ELE SCOTTSDALE ARIZ SHELBY CNTY TENN SPDR GOLD SHARES T ROWE PRICE
A A D A A A A A A A A A A A A A A
Dividend Dividend Dividend Dividend Dividend Dividend Dividend Interest Dividend Interest Dividend Dividend Interest Interest Interest Interest Dividend
J K M K L L L
Buy Sold
L K K
K K K
T T T
C=$2,501~$51000 ~i ~$1~660~60~ : $5000~0~ pl =$L000~001 ; $5 000 000 P~ ~M0re th~n $50 000 000 S ~Assess~eOk W =Estima(~
E =$15,001 - $50,000
2. W~u~ c~~
(See Columns CI and D3) 3. Value Method Cod~ (See Colunm C2)
3 =$~5,ooo o~ ~
N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
~ :$~5,oo~ - $5o,ooo
O =$500,001 . $1,000~000 R =Cost (R~l Estate Only) V =Other
~ ~$~oo,oo~ - $25o,000
P2 =$5,000,001 - $25,000,000 T =Cash Market
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assetst
Place "(X)" after each asset exempt from prior disclosure
Date mm/dd/yy
35. 36. 37. 38. 39. ,40. 41. 42. 43. 44. 45. 46. 47. 48. 49.
THORNBURG INTL VALUE RD UNIVERSITY TEX PERM WESTCHESTER CNTY LOOMIS SAYLE P1MCO DIVERS BLACKROCK GLOBAL JP MORGAN STRATEGIC 1NCM P1MCO PIMCO GLOBAL ADVANTAGE P1MCO TOTAL RETURN FUND P1MCO UNCONSTRAINED WASATCH 1 ST SOURCE LONG JP MORGAN STRATEGIC INCM SCHWAB US TREAS MONEY FD: SWUXX P1MCO SHORT TERM INSTL
A A A A A A A A A A A A A A A
Dividend Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Interest Dividend
Buy Sold
08/11/10 06/22/10
K J
K N O K M M M M M K M J L
T T T T T T T T T T T T T Buy Buy Buy Buy Buy Buy Buy Buy Buy Buy 08/11/I0 08/11/10 08/11/10 08/11/I0 08/11/10 08/11/10 08/11/10 08/11/10 08/11/10 08/11/10 K M M M M M K M J L
Non-Private Non-Private Non-Private Non-Private Non-Private Non-Private Non-Private Non-Private Non-Private Non-Private
(See Columns BI and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
F =$50,001 - $100,000 .I =$15,000 Or less N =$250,00I - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
G =$100,001 - $1 000 000 K --$15~001 - $50,000 O =$500~001 - $1,000,000 R --CoSt (Real Estate Only) V =Other
HI =$1 000 001 - $5 000 000 L --$50;001 - $100,000 P 1 =$1,000,001 - $5i000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 -$25,000,000 =Cash Market
E =$15,001 - $50,000
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 statutory provisions 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 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)
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544
Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. 101-111)
7. Chambers or Office Address United States District Court 200 E. Liberty Street Ann Arbor, M148104
8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in eompliance with applicable laws and regulations. Reviewing Officer Date
IMPORTANT NOTES: The instructions accompanying this form must be followed Complete all parts,
checking the NONE box for each part where you have no reportable information. Sign on last page.
POSITION
1. Director 2. 3. 4. 5. Director
NAME OF ORGANIZATION/ENTITY
U.S. District Court, Eastern District of Michigan, Historical Society
III. NON-INVESTMENT INCOME. (gepo.ing individuul u.dspouse; see pp. 17-24 of filing instructions.)
A. Filers Non-lnvestment Income ~ NONE (No reportable non-investment income.) DATE SOURCE AND TYPE
INCOME
(yours, not spouses)
2. 3. 4.
B. Spouses Non-Investment Income - If you were married during anyportion of the reporting year, complete this sectiom
(Dollar amount not required except for honoraria.)
~]
2. 3. 4. 5.
V. GIFTS. ancludes those to spouse and dependent children; see pp. 28-31 of filing instructions.)
NONE (No reportable gifts.) SOURCE
1. 2. 3. 4. 5.
DESCRIPTION
VALUE
VI. LIABILITIES. ancludes those of spouse and dependent children; see pp. 32-33 of f!ling instructions)
NONE (No reportable liabilities.) CREDITOR
1. 2. 3. 4. 5.
DESCRIPTION
VALUECODE
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
" A. Description of Assets ( ncluding trust assets) Place "(X)" after each asset exempt from prior dis~losure B. Income during reporting period (1) (2) Amount Type (e g. Codel ..... ~i; ;e~t (A-H) Or inQ C. Gross value at end of~ePorting pe~d : (1) (2) (1) Value: Value ~ype i~.g. Code~ Method .... ~0~ :~I1 redemption) (J-p) Code 3 (Q-W) K L K L P1 L L M J K K T T T T T T T T T T T Buy Sold L K J K J T T T T T 06/10/10 K 06/21/10 K D. Transactions during reporting period (2) .(3) (4) Date Value Gain mm/dd/yy Code2 Code 1 (A-H) (J-P) (5) Identity of buyer/seller
(if private
transaction)
HILLSDALE COUNTY NATIONAL BANK COMMON STOCK CHASE DEBIT ACCOUNT (CASH) CHASE SAVINGS ACCOUNT SCHWAB SAVINGS ACCOUNT (CASH) ALTRIA GROUP INC (X) AMER EXPRESS COMPANY COM AMERIPRISE F1NL INC BRISTOL MYERS SQUIBB CO COM GENERAL DYNAMICS COPR KRAFT FOODS 1NC VA CLA MEAD JOHNSON MICH MUN BD AUTH REV PHILIP MORRIS PROCTOR GAMBLE COM TARGET CORP 3M COMPANY UNION PACIFIC CORP COM
A A A A C A A B A A A A A B A A A
Dividend Interest Interest Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend
INon-Private Non-Private
C =$2!50! ~ $5~000 (See Columns BI and D4) 2. Value Codes (See Columns C1 and D3) 3. Value Method Codes (See Column C2) F =$50,001 - $100,000 J =$15,000 or tess N =$250;001 - $500,000 P3 =$25,000,001 - $50~000,000 Q --Appraisal U =Book Value G =$I00,001 - $1,000,000 K=$15;001 - $50,000 O =$500;001 : $t,000,000 R =Cost (Real Estate Only) V =Other H 1 =$1,000!00! - $5,000;000 L-$50,00i- $i00,000 P1 =$1,000,00! - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100;001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure
reporting period (1) (2) (1) Amount Type (e.g.. Code 1 div:, rent, (A-H) or int.)
Type (e:g.,
buy, sell~ redemption)
(4) (5) Gain : : :~dentity of Code 1 .... : buyer/seller (if private (.~:H) transaction)
18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34.
UNITED HEALTH GROUP INC. (United Healthcare Group) WELLPO1NT INC. WELLS FARGO & CO. NEW DEL ZIMMER HOLDINGS INC. COM ARTISAN INTL AMERICAN FUND HARBOR INTER JORDON UTAH SCH DIS JP MORGAN INTERM TAX FREE KENTUCKY ST PPTY OMAHA NEB OREGON ST SAN ANTONIO TEX ELE SCOTISDALE AR1Z SHELBY CNTY TENN SPDRGOLD SHARES T ROWE PRICE
A A D A A A A A A A A A A A A A A
Dividend Dividend Dividend Dividend Dividend Dividend Dividend Interest Dividend Interest Dividend Dividend Interest Interest Interest Interest Dividend
J K M K L L L
Buy Sold
L K K
T T T Sold
05/12/10 K A Non-Private
K K K
T T T
C =$2,501 - $5,000 (See Columns BI and I)4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2) F =$50,001 - $I00,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50;000,000 Q =Appraisal U =Book Value G =$100,001 - $1,000,000 K -$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other H 1 =$1,000,001 - $5,000,000 L =$50,001 - $1001000 P I =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
E =$~5,0m- $5O,000
T =Cash Market
VII. INVESTMENTS and TRU S TS -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructio,s.)
~-] NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from pri0r disclosure Income during reporting period (1) (2) Amount Type (e.g., Code 1 div., rent, (A-H) or int.)
of reporting period (1) Value Code2 (J-P) (2) Value Method Code 3 ~1~ Type buys:sell; redemption)
(2), (3) (4) Date Value GaB mm/dcYyy Code2 I Code 1 ..... (l-P) (A-H)
(Q-W)
35. THORNBURG INTL VALUE RD A A A A A A A A A A
A
Dividend Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend
Dividend
Buy Sold
08/11/10 06/22/10
K J
Non-Private A Non-Private
K N O K M M M M
M
T T
PIMCO DIVERS BLACKROCK GLOBAL JP MORGAN STRATEGIC INCM PIMCO PIMCO GLOBAL ADVANTAGE PIMCO TOTAL RETURN FUND
PIMCO UNCONSTRAINED
Buy Buy
Buy Buy
08/11/10 M 08/11/10 M
08/11/10 K 08/11/10 M
Non-Private Non-Private
Non-Private Non-Private
46.
47.
A
A
Dividend
Dividend
K
M
48. 49.
A A
Interest Dividend
J L
T T
Buy Buy
08/11/10 08/11/10
J L
Non-Private Non-Private
1. lncorne Gain ~0d~Si (See Columns BI and 134) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
. A ~$i;000 or tess F =$50,601 - $100,000 J =$15,000 or less N =$250.001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G=$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $ 1,000,000 R =Cost (Real Estate Only) V =Other
C --$2;501 - $5,000 H t =$1,000100 i ~ $5i000~000 L =$50;00-$100,000 P1 =$1,000,001 - $5,000;000 P4 =More than $50;000!000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 zM~r~ than $5~000~000 M =$100;00~ -$2501000 P2 =$5;000,001 . $25,000,000 T =CaSh Market
E =$15,001 - $50,000
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 Statutory provisions 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 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)
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544