AO m

Rev 1/2010

I
I

FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2009
2. Cour! or Organization D~su ~cl Court. No~thcrn D~t~ ~ct ot Olno

Rep,,rtReqtdredbytheEth ....
In Got~,~ mnent ,~ct ol /~7,~ 0 L: s c app ~ I01.1t 1)

I. Person Rep~rling (last n,ltnc, ltr~,l m~ddl inuml) Zoulla~3. Jack

3 Dzte of Rep~wt 05/1/20

~ Nt>m~n~t>n.

Dale

0] 01,2009

"1 olcdo. OH 4 ~604

IMPORTANT NOTES: "rlw instructions a~co~tq,aming th& fi, rm mnst beJollowed. Complete all part.s, chec~ ing the .VO,%E box Jot" ea(h pm t ~t,here ,ou have no reportable it~formation. S~gn on la.st page.

pQSIII()N

NAME OF ORGANIZATION ENTITY

NON g (N~ DATE PARTIES AND TERMS

FINANCIAL DISCLOSURE REPORT Page 2 of 23

n ..... ~P ..... r~po~,i,,r ZoL, h~,,.~. J~~

I r~.,~,,cr~,or~ 05J1~2ol0 I

! I I. N ON-IN VESTM ENT INC OME. c~.o.i,,g ~,~,,,~,,~..~ ,~,,,,,,~; ....~,~. ~ ;-~ ,,f~,,,. ......... ,,~,,.,.~
A. Fliers Non-Investment Income NON E (No reportable non-investment income) DATE SOURC F AND TYPF INCOME
(yours, not spouscs)

DA FE

SOUR(E AND TYPL

3 4

Nc, rlhv.e,.tcrn I.,nl,,crslty Am~ ~c,m Lollcge ot I~ ~al Lawyers

4 ~O-_l Q()09 628-3020o9

( hmago IL De~.,t:~. (O

Judl~_l.iI Symposia 1 ask |:~:~rcc M~..,t mg

Itotel mca]-., mileage, pa~k:ng, lolls ~rtiirc. h~.,~[, lllcalb, ttaltspol |tlltol[ m~le,lge, palkmg

FINANCIAL DISCLOSURE REPORT Page 3 of 23

I 7.,ouhar.~,Jal, 05Jl/2010

FINANCIAL DISCLOSURE REPORT ] ~m~ o~ I~epor,l.g .....

D:~teofReporl

Page 4 of 23

I Zonhary,,Jack /,I,. 28-31 o/ fiht,g

05/I/2010
l [

V. GIFTS. o...t,,,;... ,~,.~ ,,, .po,,~ ... d,~..,~..., ,.hi/d ........

~
1 2 3

NONE (,Vo reportahh g~Jt~ ) ~ DESCRIPTION VALUE

--~z~.--L IABIr,wTv,bl/llS~3. (h,, h,de, tl ......... [ Sl .............dcv,,,,de,,t child .......... ! " Pt 3 2-33 o! !Hing .......... ion~ !

[
I 2 3 4 5

NONE (No reportat~le hobilitie,~ ) CR~:DITOR I)E$CRIPFION VALUE CODE

FINANCIAL DISCLOSURE REPORT Page 5 of 23 VII. INVESTMENTS and TRUSTS ..............

~ NONE (~,o reportable
A of

Zouhary~ Jack

05,1/2010

transactions )
B C I)

I 2 I~ 4

Dq f~ Enc~g$ ~ T~tl~l ~1

A G

L)l~ ldcnd hit Di~

J P2

- Boe,ng" - i)or Indu$1rlal 1 ruM*

6 7

- DPL+ - (Jcneral Llectrlc" - Inlcl~ - I ~haie~ TR ~tl$~ll ~i(I ( ap % altic+ - Molorola~ - PennJyk,inln Mutual I-lind - Ihoiflbtli7 hill V,iltl0 Il,lld - ti~ tl,lncorp I)~l~t~:tr~ - Ahboll -AI~I*

8 9 10 II I2 II 14 I5 16

FINANCIAL DISCLOSURE REPORT Page 6 of 23

VII. INVESTMENTS and TRUSTS --i. ..........
NONE (No reportable income, assets, or trcmsacttons.)
A B

0.v~.2m0

] IN

- BP PI(_* - (,udmal Hcallh hw Ohu) *

!9

21 22 23 24 25 26 27
2g

- Ealon* - CelRUI.yI[ HOrlllClly l.mbmq)* - HSBC Holding* - JP Morgan Chase* - Key ~ - McDonalds* - Merck &

- P\(*

29

- Royal Duit h Shell*

~0

- [h~atoI-M.,.i., Sqmbb

[ 31 32 ~~

- L mmco lqnhps* - (BS* - ( olgale Iah~ohve*

FINANCIAL DISCLOSURE REPORT Page 7 of 23 VII. INVESTMENTS and TRUSTS -i ........... ,,,,,,,, .........,
B ( l)

NONE

reportable
.~

ass(ls, transacltons ) 0~"

PI.cc I ~Y ahct each a%c~

Mnutml

] yp~ tc g

k aluc

Va~u

"[~ pc (c g

l)arc

Value

Gain

IdCnh~y 0f

35 36 37

- Du Ponl E 1 DcNemouts* - H(P It~c * - Olin*

39

- X~ algrecn~

40 41 ~ 42 43 44

- Whole - Tradcwmd, NWQ Inll ~.due {I und} - Cohcta & Stecr~ In0 {[ - }31~tkrnck Nutumal (ltmd~ - NtlXeen Ohio Mun

45 46

- [-cdcral Home Loa~l {(~ovt I~o~ld] - Icdu~,tt Nattonal M~l~,t~e (Bond)

Sold Sold

06,17/09 0402,0)

K K

4~

- StDkcr"

51

~ M*

FINANCIAL DISCLOSURE REPORT Page 8 of 23

I N .....

t Pe ....Rcpor, ing

Da,c of Reporl

05,1 2m0 [

~1 Z,,.h~o, J~ck

N ON[: (Ao reportable income, as*ets, or trans~at.l~ons )

I
Vance Tax

54 - Am~en*

5~,

- Bob kvan~ Iarm~"

6!) - PfiTeP - SI Paul

61

FINANCIAL DISCLOSURE REPORT Page 9 of 23

~ ..... fe~rs~. ~por,,,,~ Zouhary, Jack

D~,..of~epo.
051.2010

NONE (No reportoble intome, asset~, o~ trat~suctions )

~ B L I)

Plate "(X)" al~cr ~ach asset c~enlpl from p~or d~sclo~urc

&~nounl T~p,: ~c ~ Code I d,~ tcn:

k alt,~ ( 0de 2

k:duc Method (f)-W)

] ~p~ ~c ~. buy, sell

I)atc V~lllC mmdffyy C odc 2

(qalrl ~ ode ]

Ida.hilly

I ran~aCllOn }

(~9 70

- Deutsche Bank PFD Trust IX

- I Shares "I R S&P National Mun lid Fumt

71. - NCR~ 72 - le~a l)ala*

75

- Real E~tate Proper|y N~ I I Dark," (ounty, Ohio) - Real Estate Prope~y No 2 (Darkc County. C)h~)

77

- Real Estate Propel Ohio) - Capital One IAccotmt~) - (o~]~ Bm]k (Accounl~t

78 79 ~0. SI ~2

CIo~cd

12/]3~09

- l-~flh Thud Bank IAccounts) - Mcmll Lynch (Ac~otmtM (~,tsh) - Key Bank IActotml~)

~ ~4 g5

- Vartol]s Mtmtctpa] I l~x-Exempl Bond~ (I .rues 85-105) - (irecne ~oallly

FINANCIAL DISCLOSURE REPORT Page 11of23 VII. INVESTMENTS and TRUSTS NONE (No r~portahle incom~ a~set~, or tran,wtction,s.)
A I~ ( D

0t

- Ehtla [ ocal ,"-,chool (r~ond)

10~) - PPG
l l0 - Q Corn

1 ~2

- vWO

114

- Frankhn thgh Yield (IRHI\) Itltld - HlackrockShollMumcq~aliMALMX) Fu~ld

i 115

117 - Le~g Mason (S I X,~X) Iund I lg - t he~

FINANCIAL DISCLOSURE REPORT

Page 12 of 23
VII. INVESTMENTS and TRUSTS ............. ,,~
~ NONE (No reportahle income,
A OF

z,.a,.r:,..lack

05;I,2010

lraH,suctiotls.)
[~ ( D

~20

Nokm

122

- App]e

IJuv

01.20,0t) 1231(It)

K K

123 124 125 ~26

- Gl!cad Sc~cnce - Kroue~ - Proctor Gamble - Ca~clh~lon - NBH

Buy

Buy

02/02 09

K K J

Spmotf 09. 16,09 (frum hne I~J) Bu} Buy Bu3 Bu~ I~u~ lhly Buy Buy 07/09:09

~127
128 129

- AIOIX

1210909 1218*09

L J

- IGBAX - LDI I N - Monlgomcr) (ount) Ohio Roy (l~o~d)

13U 131

071509 02 1909 031~A)9 1(}~29,09 i I t 19,0q,

L K L K

132. - ()hlo Sidle Htghc~ [duu,tll~ln I tt~ (t]olld) 133 134 135 - (JreencLottn~s Hoxp ~Bo~d) - Am Mutt Power ()H Roy [13otld)

1_ I

- Met Ldc l],t~k Lkc~ount}

L~uy I)

10130d)9,

136

IRA #l

FINANCIAL DISCLOSURE REPORT I Page 15 o1723

~ ..... fP ...... Repor,ing

1 VII. INVESTMENTS and TRUSTS -i .........

NONE ?No reportable ln~om~, a.~sets, or

zouh~,r.v, ,},,c~,

,1 . ,,al ........... ......(Inch,des th ......fl V .........dependen, thddren: seepp. 34-60 o[filing d

172

- Islmres S&P Gh~bal t It}O} {Fu~d) - BA( {Mt,R}*

Sold Sold

173

FINANCIAL DISCLOSURE REPORT

1~ ....

fP .... Reporlil~g

Page 16 of 23

I
B dr, rc~[. ~r ml }

~k

0~,

NONE ~o reportable income, asset~, ot tran~acnons )

A ~ D

exempt ffompr:ordt~clo~urc

(ode I tA-II~

(o~lt? ~J-I~

Mttht~d (ud~ 3

buy,~elL ~dcnlputml

nmtdd.~y Co& 2 Cudc I

buycr,~cllc~

I B8 189

Toledo Lucas County Port huthoril} ! Bond)~

D !~

In~c~esl D~dcnd k l

Redeemed

05;Ig~()9

(~mg~oup ((}* (oca ( ola Enlcrp~T,c~ ((( E)* ~alt l)~bneyCompany~DIS)* El D Financial (I ~DF)~ Ghalech IGLIAQ)* Motorola ( MO I )* Occidental Petroleum ~OKY)*

190 lgl

A A &

O~ Mend D~t&nd l)~tdcmt Ntme

J J J I J K J J I I

192 193 194 195 196

,k A A

[)}~ Mend l)l~Mcnd I)~v~dcnd N~me

"l I 1

RPM InlerndtKmal (RPM)* Towcr lmancud (TOF()* LIS Iktnc~rpll.,Sl~)* Hummglon* Wycth(WYk)* O4,tt,d {OBI El }* Mcndl [.)nch t M& Fund~ (ca,h) Syhama Ohm City School IBond~ AmgenlAM(iN)~

1~7 1~8 199 21)0 201 202

A & A

l)~Mcnd I)~;dcnd l)~x~dcnd N~nc

J I I Sold J I K I T I I I

B I~

huc~cst Imctc~t Xo~c

203 204

FINANCIAL DISCLOSURE REPORT Page 17 of 23 VII. INVESTMENTS and TRUSTS ......

~
A.

/
, ....... / .................... a,,.~,,a,,, ~/.,,,of ,o ......... a a~p.a~,,, ,,/,.a~:.; ,e,pp. 34-60offihng itt*tru," ......... )
B ~ D dlv . ll]l ~ ode 2 Method buy, sell. mmdd)) Code 2 Code I bu~er,~eller

NON F (A~ reportable income, assets, or tra/lsacltons)

exempt lrom prior disclosure

Code I

205 206 207

Applied Malcrm]

&I&T (l P

[)~(tend

"I

209

(oca (ola (K(-)}*

L)~v~tlcnd

211 214

KeyCorp (KEY)* Marathon Oii (MRO)"

B A

I)lv~dend L)~tleml None

K J [

215 216 ~17

Nil &Lo Mirth Russell [RRM) ML&Lo M~tIsS&PtMTSM) Sony (SN[:)* A

Sold K K

0330,09

None I)~Klcnd

219

Zmm]e~ Itoldmga(/MH}* Goldman Sach~ Fund (GIIYAX) tglackmck Mun Inteu~ed~atc l:u~ad (MLII

None B Interest

220

~
221

FINANCIAL DISCLOSURE REPORTr[ ~ ..... , ~cr+o. a,.p,,r,,,,~ I Page 18 o1"23 1 Zo,,h~.-y.J.,:k

~ NONE (~o reportable tncom~ a~-sels, or lran~aclton.s.) A B ( D

(1)

~21

I~

(2 ~

~I~

121

222 223 224

81ackrock Mumhokhngs I-und {MHD) Nuvee~ Ftmd {NZFI I)~xersfl]ed (tcdfl Opply I und

[ A

lmerest Interest Ntmc

L K L "1

227 228 220

Lo~m~s Saylc, (,NI:_! ZK) Lampbell Str,tteglc Nlctt.k UvlR K)*

lutert:-.~ Non,e

J L J

-I" 1 I Redeemed :0617~09 J

A A A 13 A B

I)~\~dcnd Imerc,,t Intclc,:l Inl~c.,t IntelC~,t lnt~c,.~

230. I-edl Home I oan {Oovt Bond} 231 232 23~ 234 OhloWatcl Devll~oI~d) (-l~.vchmd (]ty (Ihmd) Ar~thorly W,lync ,~chool {Hond) k:.tk~.-ood t"lly (Bond~

1 Redeemed I II6 0~) K

] K

-1 I

236 237 238

I"~fth Ih.dll IIH.)<" Roy;Jd I.)ulch 5hcll IRDSA}+ ,\IG Mzlt~ [ ~, I.\M (t~l+citcy Note

A A

Dl\ldend I)~vlde.d K "I

l)~sulbuted

i l {15,{~9

Redeemed

FINANCIAL DISCLOSURE REPORT Page 19 of 23

25.7 258 259. 260 2OI 2(~2

V()HXX VOIIIX DFA US Coy,: EquHy (DI QTX) L)FA h~lenmnonal Core IDI"IEX) DFA F, merglng ~L)t (I,X)

A A I~ B

httt, re.st I ntc~ e.-.t I)~,, .lend Dl,.qdend

K K M ~ K K .I J J

"l

I -I

B A & A A A

I)l\~dcnd h~lctest

Schx~.ab (Accounl) (~.a.~i~) I~ank ofAmerica (BA(~ VGK

1 I T "1

263 264

Dw~dctv.I D~tl,.:~d Int,:~c-a

265. F r, mklm Hugh "r held I,~tx Free (FRHIX) Fund 266 267 268 269 270 t.cgg Ma.,on Mumcq:,dl lhgh (SIXA\~ I und PNC Bank Ohio Still Ihgbct Id O~ond,,) ~.lontgolncD, (_ounly ()l,o Rev [Bomls) G~eenu (ollnty ()hlo H,,.,. I Bt,nds)

( (. B B A

hltcl,,t IPIc~csl Inlclc~t h~tcz,.~,t I)t\~dcnd

I K I. M J

"1 I 1 ! 7

Buy I~0, Btly Buy

103
~,09 ][12,1209 I0,21 O~; I I;30 (19

271. A IOIX 272

XLP

Bu)

03/03,09

FINANCIAL DISCLOSURE REPORT

Page 21 of 23

[~ .....
]

[P .....Reporting Zouhary, Jack

DateofRepar! 05, 1~2010

VII. INVESTMENTS and TRUSTS -;,,,, .......

A I~

.,,i,,c,, ........, ...... .,~.~,,u~, 11 ......,/,v ........ ,~ep~,,~e,,,.~,,~,~,,,:,~,.~,,. ~-~o

(_ D

NON E (A~ ~ eportuble ~n~ ome, a~ ~ets, or transactions )

Plaue "l k ~ al~cr ~ ad~ asset c~c~,~l,I hum ImO~ d~dmt,

AmOul/I {ode I (A-H)

Ivpc (u g d~x . rent. or ml }

Value Code 2 (.I-Pl

~a[uc Method Code 1

Typc (c g. buy. sell, ~cdemptlon)

Dale Value mm, ddvy (ode ? (I-P)

Gain ( ode I iA-lt)

buycr/~e!~u-~ ttf private

~273

I)cxacom IiEV

None ] None

,I ~

T ]

Buy Buy Bu}, BtD

05~ 15 ,"09 10~26t09 10/28~09

.I J I

274 275 ~276

Me~ l Ire Bank (Ac~otlmt V F~IX

lnlerc~[ Intc~ est

l,

FINANCIAL DISCLOSURE REPORT Page 22 of 23

n ......fP ......Report,,,g

Zouh,r.~,,~k

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. a,,a .......

3-rus~ #1 t Line 2) t.~ an Agg~cgale Ownership Arrangement m wh~ch~ ~s a one-fifth benetSc~aD .g~cts are ~tem~zcd (Lme~ 3 - 135) I he assets hsled on Lmeb 75-77 oflhe 2009 leporl correspond ~ ~th the en!~T on Line g2 of the 2008 report, which hMed these pmpc,~es m tile aggregate l hcs~ asset~ are merged into -I rest ~ I tn Ihe 2009 rcpor~ ,rod mchtdcd m Ihc dggregalc income and value for lha~ lrtlbt (LI~3C 21 ~ he asbet hs~cd on l.me 8q fi~r Tlusl ~ I o[ the 2008 repot2 and all a~set~ w~lhm the Tmbt arc merged mm I rest ~ : in the 2000 ~cp~lrl (Line 2) I hcrefote, a

IRA gl (Line 136) and IRA ~2 (Line 152) me~ remements again :tem~zed Pol tax pUlpOSeS. IRA t~3 (Merrill Lynch Private ln~csioib PolIlOll~ IMLIM) { klile~ 167-1681 and all its asbel~ ([.ineb 16t) -,I 78} rcpresenls a roll-over to Mt~igan St,lnle) & (o (ubmdlan for<~;, g: l(Llnc l~th Ih~rd[FllB)ILme2~6)wa~g~ficdloourchddrcnmNovcmbe~2009

Adl.hlmns to 2(109 l~.epol I. [ rues 122 - 135 Acqu~s~lion.~ n~,lde Io "] lust #1 Line 151 ~cqti~MImn n~adc iO IlIA #1 Acqmsmon made to IRA Lines 268 - 276

Name FINANCIAL DISCLOSURE REPORT [ of Person Reporting Page 23 of 23 Zou~ary, Jack

Date of Repor~

05Jl/201o

IX. CERTIFICATION.
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 provision~ permitting non-disclosure. I further certify that earned income from outside employmenl and honoraria and the acceptance of gifts v, hich have been reported arc in compliance with the provisions of 5 U.S.C. app. 501 el. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

NOTE: ANY INDIVIDUAL WIlt ~OWlNGLV AND WILFUI,I,Y FALSIFIES OR FAILS TO FILE TItlS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAl. SANCTIONS (5 U.S.C. app. ~ 104)

FILING INSTRUCTIONS Mail sig,~ed original and 3 additional cop~cs to Committee on Fmancml Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washmgion, D.C 20544