JUDGE
UNITED STATES
D~.mPacr COURT
Ju.dge Bobby R. Baidock Chair, Co~m.:r, ittee P_ Financial Disclosuze One Columbus Circle, NE. Washington, DoCo 20544 Dear Jud.~e Baldock: Please find e.0.closed an original and three copies of Amended ~.009 FJnancai Disc!osure Report. Thank you for your considerat J.on. Sincerel
Lemmon, Mary A.
,4o.o
Rev. 1/2010
1. Person Rep6rting (last name, first, middle initial) I..emmon, MaW A. 4. Title (Article Ill judges indicate active or senior s~ams: magistrate Ndgcs indicate full- or paa-time)
2, Court: or Organization Eastern District of LA 5a. Reporl Type tcheck appropriate type) ~ Nomination, Date
5b. ~ Amended Repo~ 7. Chambers or Office Address U.S. District Courthouse 500 Poydras Street, C-406 New Orleans, LA 70t30 8. On the basis of the iolbrmalion conlaiued in Ihis Report and any modi~eations pertaining lherelo, it is, in my opinion, in compliance wgth appfitablc laws and regulations. Reviewing OIl]cer. Da~e
IMPORTANT NOTES: l~e instructions accompanying this f!~rm must be followed, Complete all parts,
checking the -:VONE box./br eachpart rth~re you have no reportable informtttion. Sign on htstpageo
tions.)
NAME OF ORGANIZATION!ENTITY
St.Charles Properties, ltw: A sub-chapter S
II. AGI~EMENTS. ~,o,,i,,a individual only; see pp. !4-16 of fili,,g instru,li,,n.~.)
~ NONE (No reportable agreements.)
DATE 1. 1996 "2. PARTIES AND TERM S Since July 26, 1996. I have been in the I_ouisim~a State Employees Retirement System for Slate Judges
III. NON-INVESTMENT IN COME. (Repo,~.g i.ai,,id~.t .nd ~ ..... ; see pp. 17-24 of filing instructions.)
A. Fliers Non-Investment Income
NONE ~o reportable non-investment income.)
DATE
I. 2009 2. 3 4,
INCOM~
(yours, nol spouses) $63,958.00
B. Spouses Non-Investment Income - lf),ou were married during uny portion o]the reporting year, complete lhis section.
(Dollar amount not required except for honoraria.)
[~
DATE
l. 2009 2. 2009 3. 4.
(Includes those to spouse and dependent children, see pp. 25- 27 alibiing b~stru~ tUm.~ )
LOCATION
Boston, MA
PURPOSE
Mid-year Meeting
I.
2.
Chicago, [L
Annual Meeting
Meals, lodging
3. 4. 5
I [ Lemm~m, Mary A.
V. GIFTS. a,,-~,a,,~ ~ ..... ~p ....... ~ dependent children; see pp. 28-~1 of filing instructions.)
NONE (No reportable g~s~) SOURCE DESCRIPTION VALUE
2. 3. 4. 5.
2. 3.
4.
5.
VII. INVESTMENTS and TRUSTS - i.co,.~, ~.~, , ........ rio., a.,.t.~, ,~o,~ ,,y,~ ...... a d~.~.a~., ~.~i~a,,,,,; ,~ pp. ~-6o o~i.~, ~,,~.~,~.,.~
~ NONE (No reportable income, assets, or transactions.)
~ ...........................
~ C~ de I
div, rem~
Code 2
[ Med~od ~ (Q-W)
buy sell, .,
buver]~Iler
1. 2.
Capital One Stuck Capital One Checking Capital One Checking Oil Royahy - St. Charles Parish Amcriprise Ariel Common Johm Hancock Funds: Large Cap Equi~ A
A A
J K J L L J J
~3 4. 5. 6. 7.
D E A A
8.
9. 10. 11. 12.
B
B A D
Rent
Dividend Interest Dividend None
J
K K L K
W
W T W W
W T T T
Column C2)
U =g(luk Value
V =Oth-t
W =Estln~ated
Oa,e of Rel,.r,
4/23/2010
~, val ........sections (Includes Ihose of spouse and dependenl children; see pp. 34-60 of fili.g instructions.)
NONE (No reportable income, assets, or transactions.) !)esc~ption of A~sets (including trust Place "(X)" after each ~set exempt from prior disclosure ~
Gross value al end ] of repo~in~ p~ri0d Value . Code 2 (J-P) Value Mmhod ~ode3
(Q-W)
ldemi~y uf buyer,"~e[kr
~ran~action~
18. 19. 20. 21. 22. 23. 24. 25. 26 27. 28. 29. : 30. 3 I.
Vm[ Reso~s BP Amoco Pl ,C Remal Property Orleans Parish, LA St. Charles Land "Frost U.S. Savings Bonds, Series, HH Whimey Bank Checking Merrill Lynch Stocks: Com Casl Merrill Lynch Bonds: VERMIIJON PARIStt LA GiO LAFAYETTE LA PUBLIC IM PT SALES TAX SER A LAFAYETTE LA PUBLIC 1MPT SALES TAX SER B LAFAYETTE I.A PUBLIC IMPT SALES TAX SER B Soufldake Tere CTFS Obligation Timbcrlanc "lere Util Distr Gk~ Virginie St. P.es. Auth. A B B B B A B C B E B C
None Dividend Rent Dividend Interest None Interest Interest Interest lnteres~ Interest Interest Interest Interest
J K N J L K J
T Sold i 03,02/09 K
K L L
T T T
32.
33. 34.
A
A A
Interest
Interest interest
K
K M
T
T T
2 Value Codes
J =$15,000 o~ [es~
K =$15.001 - $50.000
L =$50,001 - $100,{~0
M =$100.00I - $250,~00
.:
iName
[ Lem~,o., ~-l.~v..~.
ef Person Reporting
t>~,e~i~/~0~0n~
, ~, vatue, , ......iotts ancludes th ..... ~,sp ....... depend ....hildren; see pp. 34-60 of]iling d
J ~
36. 37.
Me.ill Lynch IRA-Cash ~quivalcnl Accotln[ Me.ill Lynch Bonds: LOUISIANA ST St!R A FSA AMBAC ML& COSTR ACC B
None
Interest
38.
None
39. 40.
Merrill Lynch Bonds: Puerto Rico Trans Auth(X) MerriltLyncy: Ginnie Mae(X)
A A B
K K K
T T T
DISCLOSURE REPORT
Page 7 of 8
Date of Report
I Lemmon, Mary A.
4/23/2010
NameofPerson Reporting
Dateat Repot,
Lemmon, Mary A.
4/23/2010
! certify that all information given above (includiog information pertaining Io 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 s~atutory provisions permitting non-disclosure. 1 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 UoS.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL \VHO K~NOW1NGLV AND WILFULLY FALSIFIES OR FALLS TO EII,E TIqlS REPORT 5lAY BE SUBJECT TO (2VIL 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 2-301 One Columbus Circle, N.E. Washington, D.C. 20544
Ao to ~e~,. )/~0~0
,~po,-t ~.q,,i,.~.~ ~>, tJ,~, .F.,!,i~~ in Govermnent Ace c~ !978 ~ u.s.c, app..+.~ lOi-l l !)
3. Date of Report 4/23/2010 [ 6. Reporting Ieriod 01/012009 to 12/3 I"2009
1. Person Reporting (last narne, firsl, middle initiM) [.cmmon, M:uy A+ 4. Title (Ar6cie llijud~es indicate active or senior status: magistrate judges indic;tie i;all- or parl-tin,e) ki.S.l)islrictJudgc, Aclivc
[] lnidal
U.S. Dislrict Conrtltousc 500 Poydr;m Slrcet, C-406 New Or!cans, I_A 70130
l)ate
I#IPOR TA NT NOTES: The instructions accompartying this fi~rm ntttst be fidlo wed. Complete all parts,
checking the NONE box for each part where ymt have no repottable iqforntatior~, ~qign on lastpage.
POSITION
I. 2. 3 4. 5. 6 Vice-prcsidcn~;secretaD General Partner General Partner General Parmer Board Member Erneritns Board of Directors
( 5 ~---. ..: Cb -
~ ~ ~
~ O
-~
II. AGRE EMENTS..<,.~,,.i,~. i,,si,,ia,,<a <,,,t~,; .,~ ~,. ~-~ ,~#.,,.~ i ...........,,,,,,..
~ NONE 0Vo repormhle agreements.) DATE
I. 1996 2
Lemmon, Mary A.
DateofReport
L<,,,,,,.,,,. Mary A. [
4123;2010
DATE
1. 2009 2.
INCOME
Q,otlrs, llot spotiscs) $63,958.00
B, S po rig eS NO ll-111 vest ill e 11 t [ IlCOlll e - {/),,,u were nmrried during .ny portion of the reporting year complete this section.
~ NONE ()Vo report~bte non-investment income..)
DATE
I. 2009 2. 2009 3.
DATES
FebmaW 12 - [5, 2009 .... July 31 - August 3, 2009
.O( ATION
Boston. MA
.P~POSE
Mid-year N.lectin~
Chicago, IL
Aimual Mcethl~2 -
Meals, Iodgin<_, -
3. 4.
Pa~,e~. 3 of 8
Lemmon, M~ry. A.
4."23."2010
2. 3. 4. 5.
~_
I. 2. 3.
4.
5.
Lemmon, Mary A.
4/23/2010
VII. INVESTMENTS and TRUSTS --~,,~, ...... ,,,~ ............... ..,,,,~ a,,,-h,,~..,, a,,,.,~, ,,~.,~ ........... ~ ,~p,.,,,~ ....... ~,.~.~; .,-,,,, ~,~,. ~-oo ,~.i,,~. ~,,,,,,,,,.,~.,,.,..~
~] NONE (No reportable income, assets, or transactions.) . .......................... . A. ....................... ~. ~ I .................................. c. ......... Description of Assets incoll~e during Gross value a~ e~ld ] including trusl asse~s) reposing period ~ of reporting period
~ ....
Transactions during reporting period
exempt frmn prior disclosure ................................................. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10, I. 12. Capital One Stock Capita! One Checking Capital One Checking Oil Royalty - St. Charles Paris!,, Arncriprise Ariel Comrnon John Hancock Funds: l..argc Cap t:quity A Partnership Orleans Parish, LA Laura Ptanta~mn US. Savings Bonds, Series, HiI, transferred July 1994
~ Cod~ ! ~ div., rein, ~ (A-H) nr inL) ~ :. ...... ............. A A Dividend Interest None D E A A B 13 A Royalty Dividend Divi,:lend Dividend Rent Dividend Interest Dividend None None D A A Rcnt Dividend Dividend Dividend
] Code a ~ (J-P} ~ ~ . J K J L L J J J K K [. K K J J J K
boy, sell,
redem0fion) ~ ..........
~mm/dd:yy :~ I
Code 2 (J-P) :
Code I (A-H)
Donated (part)
3.31% interest in Ctttronc Carlinc Pr~.~pcrries D :{::~ Trust Bouttc Louisiana Partncrship
::
4723/2 10 ~
,f sl, o,,se a,,d dq,et,dent childr,,,; .,e,, pp. 34-60 o]f!lin;, instruttiot,s.)
~ ~ ..... ~
: {,~ : ~) ~ .... ......... ....... ~,~ ........ <~7 rTa~ ................ ~iT )~;-] ~% ; Amount Type (e.g.. ~
C,,de I " (A-I-t) div. .... t, or int.) Value : Code 2 (J-P} Value Method Code 3 " ype (eg. buy. sell, edemp io~ I Date Value Gain ~ ........ ~dd.?T ~ Code 2 I Code I J (J-P} (A-H) ~
............................................ L 18. 19. 20. 2 I. 22. 23. 24. 25. 26. 27. 28 . 29. 30 3 I. 32 33. 34. Vail Resorts BP Amoco PI..C Rcma{ Property Orleans Parish. LA St, CharIt.s Land Trt~st U.S. Savings Bonds. Series. HH Whitney Bank Checking Menill Lynch Stocks: Corn Cast Merrill [.ynch Bonds VERMILION PARISH L.A GiO LAFAYETTE LA PUt3LIC IMPT SALES TAX SER A LAFAYETTE LA PUBLIC IMrq" SALES ~..AFAYETTE LA PUBLIC IMPT S.\I~|:.S TAX SER ~ Southlake Terc CTFS Obligation Timbcrlanc Tctc U[il Distr GIo Virginie St. Res. Auth. ~\,alba Ter Indpt. Sch. Disl. Glo Series HHiH Bonds Merrill Lynch Monc.,, Account A B B [3 B A B C A A A B E B C None D~vidend Rent Dividend lntcresl None Interest Interest h~tercst Interest h,.tcrest h~tercst In|crest h~lcrest Interest In[cres~ lnlerest K L L K K M T T T T T T 1. T Sold K N J L K J J T \V W T T T Sold Sold T
03/02/09 05/01/09
K K
03/02,09
A =$I.0(10 or less
B $l,0!); - $2.500
C =$2,50~ $5.000
Page 6 of 8
VII. INV ESTMENTS and TRUSTS - ~,.. .........
~em,no,), ,Mar.,. A.
~
4/23/2010
, C~.du ] ~A-H) I
Code 2 (J-P)
~ ,
35.
Me.ill Lynch IRA-Cash EquivMcm MerriilLynch IRA-Cash Equivalent Me.ill Lynch Bonds: I,OUIS~ANA ST SER A FSA ANISAC ME & CO STR ACC Merrill Lynch Bonds: P~erto Rico Tran~ Auth(X) Merrill [.yucy: Gianic Mac(X)
None None
36.
37.
interest
K K
38.
None
39.
[nlcrcsl
40.
Interes{
Dividend ]~
/ OztcofReport [
l ]4/23/2010
Page 7 of 8
Lemmon, Mary A.
4/23/2010
I certify that all information given above (including informalion pertaining to my spouse and minor or dependent children, if any) is accurate, troe, and complete to the best of my knowledge and belief, and that any informatinn 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 [.!.S.C. app. 501 et. scq., 5 U.S.C. 7353, and Judicial Conference regulntions.
Sigaatur
NOTE: ANY INDIVIDUAL \VItO KNOWINGLY AND WILFULI,Y FALSIFIES OR FAILSTO FILErHIS 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