SELF iNITIATED
FINANCIAL DISCLOSURE REPORT Page 4 of 6
I McKinley, Joseph H. I 04/02/2010
VII. INVESTMENTS and TRUSTS -i ......... z.e, rra .... tions (Includes" those of sp ....... d dependent children; see pp. 34-60 of fding inszr.cdon&)
NONE (No reportable income, assets, or transactions.)
reporlir~g period
| ofrepor~in~ period
j Code I
(a ~) ~ ~r,,u.)
div renl
Code 2
, Me od
I 0-~)
~ Code3
redemption)
buy ~e
~ (J-P)
(A-rt) l
(if private
I. 2. 3. 4. 5, 6. 7. 8. 9. O. 1. 2. 3. 4. 5.
IRA #l--American F~ds --W~hington Mutual Investors --Europacific Growth F~d --Income Fund of Americas --Small Cap World Funds --Funda~ental Investors, lnc. Kentucky Teachers Retirement Owensboro Coun~ Club Stock Ha~ford Midcap Fund Class A #2 Money Market Account --Dreyfus Insured Deposits -~Federated Rescues Evansville Teachers Federal Credit Union John Hancock Freedom 529 ---Lifestyle Growth 529 Poflfolio A None J T A In~erest J T A A B A A B A A Dividend Dividend Dividend Di~,idend Dividend Interest None Dividend Dividend J T L L K K K K J Sold 08/13/09 J A
(~:7 ~
Open
12/28/09
17.
"
D :-$5,0() I - $ [ 5,~0
E ..$15,~l -
.4010
gev. 1/20t0
I. Person Reporting (last name, first, middle initial) McKinley, Joseph H. 4.Title (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time) U.S. DistrictJudge-Aciive
5b. ~~ Amended Report 7. Chambers or Office Address 206 U.S. Courthouse 423 Fredrica St. Owensboro, KY 42301 8. On the basis of the information contained in this Repnrt and nay 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 belbtlowed. Complete atl parts,
checking the NONE box for each part where you have no reportable information. Sign on last page.
I. POSITIONS. tR,,o,,i.g
[~ NONE (No reportable positions.)
POSITION
1. Director
NAME OF ORGANIZATION/ENTITy
Brandeis School of Law Ahmmi Counci[
.-:
.,
Date of Reporl
04/02/20~0
DATE
1. 2. 3. 4.
B. Spouses Non-Investment Income - If yon s,ere married during any portion of the reporting year, complete this section.
(Dollar amo unt not rec/uired except./br honoraria.)
DATE
1. 200~ 2. 2009 3. 4.
DATE..___._~S
LOCATION
PURPOSE
V. GIFTS. a,~t,~,, ~o~ ,o ,p ..... d dependent chHdren; see pp. 28-31 of flling i~lruction,~)
NONE (No reportable g~s.) ~ DESCRIPTION VALU~
2. 3. 4. 5.
CREDITOR
I. 2. 3. 4. 5.
DESCRIPTION
VALUE CODE
McKinley, Joseph H.
I
T~e (e.g., buy, sell, redemption) Date m~d~)3" Value Gain ~ Code 2 Code I
Date of Report
~, ,.st,e, ~ ..... ,~ a~,~ ,no~ o/s~ ....... a ~v~d~ ~u~,~; s~ vr. ~-6o
B. " . - ...... ~ ............................................................ D.
Gross value at end of reporting p~od ............. ~ Value ] Memod Code 3 (Q-W) Transactions during ~ng ~riod
A.
~ption of AsseB (i~luding t~t ~sem) ~ "[ ~ ................... ._ 1~ (A-H) :~ :. i Place "(X)" after ~ch asset exempl from pfor disclosure i: ~
Amount [ [ Code I ~
~3) f~
ldenti~ of (ifp~vale
I~ #l--American Fun~ --W~hington Mural Investors --Europacific Grow~ Fund --Income Fund of Americas --Small Cap World Funds --Fundamental Investors, Inc. Kentucky Teachers Retirement Owensboro Country Club Stock Hartford Mideap Fund Class A #2 Money Market Account --Dreyfus Insured Deposits --Federated Reserves Evansville Teachers Federal Credit Union Account John Hancock Freedom 529 ---Lifestyle Growth 529 Portfolio A J T Open i 12/28/09 A Interest J T A A B A A B A A Dividend Dividend Dividend Dividend Dividend Interest None DiVidend Dividend J T L L K K K K J T T T T T T T Sold 08/I3/09 J A
Page 5 of 7
Date of Repnrt
VII. INVESTMENTS and TRUSTS - ~co,#e, ~.l~e, t ..... c,i~, (Inctudex those of ~pou.ve and dependent children; seepp. 34-60 of filing t~structlons.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust asse~) Place "{X)" after each ~et ~ ~ Income du~ng repoaing period D. T~sacfions during reposing ~od
(u ~ Value Value
Id~tir> 0f
Page 6 of 7
Dare of Report
04/02/2010
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 arc in compliance with the provisions of 5 U.SoC. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDI~AL ~VHO KNOWINGLY AND WILFULLY AND CRIA~IINAL SANCTIONS (5 U.S.C. app. 104)
1~
ll..
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