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JR Solomon Oliver Financial Disclosure Report For 2009
JR Solomon Oliver Financial Disclosure Report For 2009
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in Govermnent Act of 19 78
1. Person Reporling (last name, first, middle initial) Oliver Jr., Solomon 4. Title (Article Ill judges indicate active or senior statos; magistrate j~ldges indicate fl~lt- or part-time) U.S. District Judge
01/01/2009
to 12/31/2009
[] Initial
5b. [] Amended Report 7. Chambers or Office Address Car[ B. Stokes US Court House 80! West Superior Avenue Cleveland, OH 44113-1838 8. On the basis ~f the in[ormatlort conlalued in this Report and any modifieatians pertaining therolo, it is, in my opinion, in compliance with applicable laws and regulations. Dale
Reviewing Officer
I3PORTANT NOTES: The instructiotts accompanying this form must be followed, Complete all parts, checking the NONE box far each part where you have Ito repartahle information. Sigtt on last page.
[.~
I. 2.
..
Future Ohio State Teachers Retirement System pension based on 12 years of seeice at age 60 for an estimaled $28,000, if[ do not withdraw my contributions
111. NON-INVESTMENT IN COME. fg,;or,i,g i.di~iauat a,d Woads: ~ pp. 17-24 of filing iustruc,ions.)
A. Fliers Non-Investment Income NONE (No reportable non-investment income.)
DATE SOURCE AND TYPE INCOME (yours, not spouses) $3,000.00 $3,000.00
Evidence Drafting Committee Multi-State Bar Examination M~cting Evidence Drafting Committee Mufti-State Bar Examination Meeting
B, Spouses Non-I nvestment Income - lf you were married during any portion of the reporting year, complete this section.
(Dollar amount not required except fear .honoraria~) ~ NONE ~rO reportable non-investment income.) DATE 1. 2009 2. 3. 4. Heights Parent Center SOURCE AND TYPE
(includes those to spouse and dependent chihtren: see k~p. 25-27 drifting instrztctloas.) NONE (]0 reportable reimbursements.) SOURCE I. University of Iowa Law School National Conference of 13at Examiners Government DATES 4/9-4110 LOCATION Iowa City, lA PURPOSE Activity of prof. org. ITEMS PAID OR PROVIDED Travel, lodging, food in conjunclion with program Travel, lodging, food in conjunction with meeting Travel, lodging, food in conjunction with program Travel, lodging, food in coinjunelion with meeting Travel, lodging, food in conjunction with program
2.
5/10-5/13
M,~dison, WI
Meeting
3.
6/I 1-6/I 5
Princeton, NJ
4.
10il-10/4
Jackson Hole, WY
Mccting
5.
10/26-10/28
Date of Report
7/14/2010
Activity of prof. org, "l"ravel, lodging, food in conjunction with program Travel, lodging, fo~d in conjunction with program
Boston, MA
7.
I 1/13-11/13
New York, NY
7/1412010
V. GIFTS. a.~a~.,~,o~ ,o ~ ........ a dependent children; see pp. 28-31 af f!ling i ....... lions.)
NONE (No r~ortabte g~s.) SOURCE
I. 2. 3. 4. 5,
DESCRIPTION
VALUE
CREDITOR
I. 2.
DESCRIPTION
VALUE CODE
5.
~ ......... aio., (Includes those of spo ..... d dependent children; see pp. 34-6~ of filing instructions.)
C. Gross value at end of repoaing period Value Code 2 (J-P) [ [ ~ D. Transactions durng re~rting pedod
(~ ....... ~--~3-- ] ............... ~-6; ...... ~- { ...........~ ......... ~;~--- -~%Value ]y~ (e.g..
! Method Code 3 buy, sell, I redemplion) ~ ~ Date ~ Value Gain, imm/d~ ] Code 2 , C~e I (J-P) ~ (A-H) ~ Idemity of buyer/~eller (iFpfivate
AT&T commoo 13ristol Mcyers common Coca Cola cormnon Morgan Stanley Dean Wittcr common Ford common General Electric common t31; Goodrich common Goodyear common lteinz common Home Depot common Federaled DeparUnent Stores common Merck common Nike common Liberty Media Corporation Class A WaIMan common Putnam Global Equity, Fidelity Ohio Tax Free
A A A A A A A A A A A A A
Dividend Dividcnd Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend None
J K K K J K J J J K J K K J K K K
T T T T T T T T T T T T T T T T T
A A A
O =$5~,001 - $1.000,~0
P2 =~5.000.001 - ~25,~0,00a
Date of Report
Page 6 of 9
7/14/2010
VII. INVESTMENTS and TRUSTS - i.,. ....... ~.., , ........ tion~ (Inch, des rhose of sp ....... d dependent children; see pp. 34-60 of filing insrru
NONE (No reportab& income, ~sets, or transactions.)
Description of Assets (including ~slassers) Place"(X)" after each asset exempt from prior disclosure Income during reposing period t Amount [ Code I [~ . [ I Gross value at end of reporting ~riod ~ Transactions during reporting period
18. 19. 20. 21. 22. 23. 24. 25. 26~ ~27. 28. +29. 30. 3 I. 32. 33. 34.
C~F stock-403(b) TIAA Annuity-403(b) Ohio Savings Bank Accounts DWS Schudder International Fund Vodaphone Pepsico Allstate Lucent Technology Tricontinental Global Citicorp Rcsoorcc Careers, Imp. 401K Vanguard 500 Cisco Zimmer Lowes Pfizer Medco Health Comcast
A A B A A A A A A A A
~ividend Interest Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend None Nonc
O M L J J L K ! J 3 J J J J J J J
T T T T T T T T T T T T T T
A A A A
T T
2 Value Codes
J =$15,~0 or less
K =$15,~1 - $50,~0
L ~$50.001 - $100,000
M =$100,001 - $250,000
S ~Assessment W =Estimated
T =Cash Market
Na-,e of P ......
Reporting
Page 7 of 9
VII. INVESTMENTS and TRUSTS - i ....
~_~ NONE ~o reportable income, assets, or transactions.) Description of Assets (including t~st a~e~) Income during reposing period Gross wlue a~ end of repoaing ~riod Transactions during ~orrng period
] [
Value
C~e 2 (3-P) Method [ buy, so!l, Code3 { redemption) m~d~yy ~ Code 2 } Code I [ (J-P) (A-H) ] buyertseller (itprivate
35. 36. 37. 38. 39. 40. 41. 42, 43. 44. 45. 46.
Vanguard Inte~ediate Tern) Tax-Exempt Fund Vanguard 500 Index Vanguard Small Cap Index Fidelity Balance Fidelity Caputal Appreciation T. Rowe Price Equity Income T. Rowe Price Retirement 20/20 Vanguard Total International Stock Fund Third Federal Dollar Bank Me.tlife Bank Ally Bauk
Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend interest Interest Interest In~ercst
K K K K K K K K
L M M
T "1" T
A =SI,000 or loss
F =550,001 - $ 100.000 J =$ ~5,000 ur less N ~$250,001 - $500.000
C =52,501 - $5,000
H I =$1,000,00l - $ 5.LN)0,0IJ0 L =550,00~ - 1100.000 P] =$1.000.001 - $5,000,000
D =$5,001 - $15,000
H2 =More than 55.000.000 M =$100.0(2,1 - $250.000 P2 =$5,6~0,001 . $25.000.000
g =515,00! - $50,000
N ....
[ Pc ..... R~por,iag
|)~te o[ R~port
IX. CERTIFICATION.
I certi~ that all information ~iven above (including information peffaining 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. ! 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.
Signal
NOTE: ANY INDIVIDUAL WtlO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJ ECI" TO CIVI L 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.