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Charlene E Honeywell Financial Disclosure Report For Honeywell, Charlene E
Charlene E Honeywell Financial Disclosure Report For Honeywell, Charlene E
AO 10 Rev. 1/2011
Report Required b.v the Ethics in Government Act of 1978 (5 U.S.C. app..~.~ I01-111)
I. Person Reporting (last name, first, middle initial) HONEYWELL, CHARLENE E. 4. Title (Article III judges indicate active or senior status; magistrate judges indicate full- or parbtime)
~l Initial
5b. [] Amended Report 7. Chambers or Office Address 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.
U.S. Courthouse and Federal Building 2110 First Street Room 6-186 Ft. Myers, FL 33901
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.
NAME OF ORGANIZATION/ENTITY
2. 3. 4. 5.
II. AGREEMENTS. (R,po,i.g individual only; see pp. 14-16 of filing instructions.)
[-~ NONE (No reportable agreements.) DATE PARTIES AND TERMS
Honeywell, Charlene E.
IlL NON-INVESTMENT INCOME. tRepo,ing indi,idual undsp .... 17-24 of filing instructions.) ; seepp.
A. Filers Non-Investment Income
~]
|o
2. 3.
4.
B. Spouses Non-Investment Income - lf ~,ou were married during any portion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
~-~
DATES
June 24 - 25, 2010
LOCATION
Boca Raton, FL
PURPOSE
Federal Judges Roundtable Seminar
3. 4. 5.
V. GIFTS. Oneludes those to spouse and dependent children; see pp. 2S-31 of filing instructions.)
NONE (No reportable gifts.) SOURCE I. 2. 3. 4. 5. DESCRIPTION VALUE
VI. LIABILITIES. aneludes those of spouse and dependent children; seepp. 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 filing instructions.)
[~] NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (i) (2) Amount Type (e.g., Code I div., rent, (A-H) or int.) Gross value at end of reporting period O) Value Code 2
(J-P)
Transactions during reporting period O) Type (e.g., buy, sell, redemption) (2) (3) (4) Date Value Gain mm/dd/yy Code 2 Code I (J-P) (A-H) (5) Identity of buyer/seller (if private transaction)
Interest
--PIMCO Total Return Admin 4. 5. 6. --Vanguard Morgan Growth Fund --Ms Mid Cap Growth --American Funds Fundmt Inv --American Funds Europac 8. 9. I0. II. 12. 13. 14. 15. 16. 17. Deferred Compensation # 1 --ING Fixed Account --VanKampen Mid Cap Growth Fund --DWS Equity 500 Index Fd --New Perspective Fd (American Funds) --Oppenheimer Main Street Fd --Growth Fd of America (American Funds Growth Fund) --Pioneer Fund (Y) --Pioneer Fund --Mrgn Stanley lnst Fd Trst Sold (part) Buy 09/24/10 05/20/10. J J A E Dividend L T Sold (part) Sold Sold (part) Sold (part) Sold (part) Sold (part) 09/24/10 05/20/10 09/24/I 0 09/24/10 09/24/I 0 09/24/10 J J J
J
D A D B C C
J J
I. Income Gain Codes: (sec Column, BI and I)4) 2. Value Codes (See Column, CI and D3) 3. Value Method Codes IScc Colunm C2)
A =$1,00~ or less F =$50.@)1 - $ I00.0~) J SI5.0OO or less N =$250.001 - $500.000 P3 =$25,000,001 - $50,000,O~) 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 - $5,000 H I =$ 1,000,001 - $5,000.000 L =$50,1)01 - $100.000 PI =$1,000.001 - $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 - $25,0~O,000 =Cash Market
E =$15,001 - $50,000
(2) (3) (4) Valu~ Gain Date mm/dd/yy Code 2 Code I (J-P) (A-H)
(Q-W) 18. 19. 20. 21. 22. 23. 24. 25. Deferred Compensation#2 (Y) --MS INSTCAPTLCRTH Fd --NRS Florida Fixed Fd Deferred Compensation #3 --Nationwide Fixed Account C Dividend -Mrgn Stanley Inst FdTrst 09/24110 J D
26. --NWFundD 27. 28. --NWLgcap Gr --T Rowe Price Grwth StkAdv D Dividend M T
29. IRA 30. 31. 32. 33. 34. --Delaware Pooled Trust Diversified Income Fund --Europacific Growth Fd --Fidelity Advisor --Fidelity Adv New Insights Fd --Henderson Intl Opptys
I. Income Gain Codes: (See Columns B I and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1.000 or less F =$50.001 - $100.0O 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 -$10O,001 - $1.0~).009 K =$15,001 - $50,000 O =$500.001 - $1.000.000 R Co:.t ( Real Estate Only) V Olhcr
C =$2.501 - $5,000 H 1 =$1.000.001 - $5.000.000 L =$50,001 - $ 100,0O0 PI =$1.000.0Ol - $5.000,000 P4 =More than $50.000.000 S =As~essmcrn W =E~,timatcd
D =$5.001 - $15,0OO H2 =More than $5.000.000 M =$100,001 - $250,000 P2 =$5.000,001 - $25.0(~.000 T=Cash Market
E =$15,1301 - $50.000
VII. INVESTM ENTS and TRUSTS - ineor.o, ,,ol.e transactions (Includes those of spouse and dependent children; seepp. 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 Income during reporting period Gross value at end of reporting period (I) (2) Value Value Method Code 2 (J-P) Code 3 Transactions during reporting period
(1)
Amount Code 1 (A-H) Type (e.g., div., or int.)
(1)
Type (e.g., buy, sell, redemption)
<Q-W)
35. -Harlford Mut FDS Inc
-PIMCO FDS PAC Invt -PIMCO Real Return Bond --Pioneer Ser Tr III --Royce Fd --Rydex Series Funds --Sentinel Group Fds Inc
1. Income Gain Codes: (See Columns B I and I)4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A=$1,000 or less F =$50,001 - $100,0OO J =$15.000 or less N =$250.0~1 - $500,000 P3 =$25,000,001 - $50,000.O00 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =SI00,001 - $1,00~.000 K =$15,001 - $50,000 O =$500,001 - $1,000.0~ R =Cost (Real Estate Only) V :O~hcr
C ~$2,501 - $5,000 H 1 =$ 1,000.001 - $5.000.0~0 L =$50,001 - $ I 0~,000 PI =$1,000.001 - $5,00~.0~0 P4 =More than $50.000.000 S =Asscssmenl W =Estimated
D = $ 5,001 - $15,0~ H2 =More than M =$10~,001 - $250.000 P2 =$5,000.001 - $25.000.000 T =Cash Market
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. 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 U.S.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS 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