I POSITION ORGANIZATION/ENTITY PARTIES r Report Required by th? Ethics FINANCIAL DISCLOSURE REPORT AOJO in Goverment Act uf /'78 Rev. 112010 FOR CALENDAR YEAR 2009 (5 USC opp.§§ IOI-Ill) 1. Pers.on Rtporlini (lasl nam«. frst, middle initia!J Roberi, Jr., John G. 1. Court or Org2nizalfon Slpreme Court of the U.S. J. [lat< of l!tport 05/14/2010 4. Title (Aniclc Jfl judges indicate active or senior status; magistrate judges indicate fll- or par-time) Chief Justice Sa. Report Type (ch:ck approprial< type) D Nomination, Date D lmtial 0 Annual Sb. D Amended Rcpon D Final 6. Reportini: Prriod 01/01/2009 lo 1213112009 7. Chambers or Ofice Address One First Street, NE Washington, DC 20543 8. On the buis of the Information contained in this Report •nd any modifications pertaining thereto, ii h, in my opinion. In compliance with applkahle laws and regulations. Reviewing Ofcer _.. ·-- Dale ------ !!f PORT ANT NO TES: The instructions accompanying this form must be followed Complete all parts, checking the NONE box/or each part where you ha1•e no reportable infurmutioT Sign on last page. I. POSJTI0 NS, (Reporting individual only; see pp. 9-/J of filing instructions.) [ NONE (No reportable positions.) NAME OF 1. 2. 3. 4. 5. r· IJ, AGREEMENTS. (Reportini imi,.iduat unly; see pp. 14-16 of flmg inwuctions.) [ NONE (o reportable agreements.) AND TERMS _c _., c- l}:: :. - . . z- -.... r.._, :- c· I I. 2. 3. Roberts Jr., John G.
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I
POSITION ORGANIZATION/ENTITY
PARTIES
r
Report Required by th? EthicsFINANCIAL DISCLOSURE REPORT AOJO in Government Act uf /'}78 Rev. 112010 FOR CALENDAR YEAR 2009 (5 U.SC. opp.§§ IOI-Ill)
1. Pers.on Rtporlini (lasl nam . first, middle initia!J
Roberti, Jr., John G.
1. Court or Org2nizalfon
Sllpreme Court of the U.S.
J. [lat< of l!tport
05/14/2010
4. Title (Aniclc Jfl judges indicate active or senior status; magistrate judges indicate full- or part-time)
Chief Justice
Sa. Report Type (ch:ck approprial< type)
D Nomination, Date
D lmtial 0 Annual
Sb. D Amended Rcpon
D Final
6. Reportini:: Prriod
01/01/2009 lo
1213112009
7. Chambers or Office Address
One First Street, NE Washington, DC 20543
8. On the buis of the Information contained in this Report •nd any modifications pertaining thereto, ii h, in my opinion. In compliance with applkahle laws and regulations.
Reviewing Officer __ .. ·---- Dale-------
!!If PORT ANT NO TES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box/or each part where you ha1•e no reportable infurmutioTL Sign on last page.
I. POS JTI 0 NS, (Reporting individual only; see pp. 9-/J of filing instructions.)
[ZJ NONE (No reportable positions.)
NAME OF
1.
2.
3.
4.
5.
r·
IJ, AGREEMENTS. (Reportini; imJi,.iduat unly; see pp. 14-16 of filmg inwuctions.)
[71 NONE (No reportable agreements.)
AND TERMS _ c_ .,
cl}:: :-.-
. .
z-
-.....
r-.._,:- -' c:_,·
I I.
2.
3.
Roberts Jr., John G.
SOURCE AND
SOURCE AND TYPE
fNCOME
SOURCE LOCATJQN PURPOSE ITEMS PAID OR PROVIDED
Date of Report Namt of Pnsou Rtportlng FINANCIAL DISCLOSURE REPORT
05/14!2010Roberts, Jr., John G.Page2 of JO
III. NQN-JNVESTJ\iJENT JNCOJ\1E. (Reporting individual und spou"; m pp. 17-14 offi/i,.g in.<truction.<.)
A. Filer's Non-Investment Income
D NONE (No reportable non-investment income.)
TYPE (yours, not spouse's)
I. 3/12-14,'09 University ofldaho College of Law, Doise and Pullman, lda o •• $11,500.0() teaching stipend
2.
3. 7113-23!09 New England School of Lzw, Summer Program, Galway, Ireland·· $15,000.00 teaching stipend
4.
B. Spouse's Non-Investment Income - 1fyou """married during any portion of1!outpor1ing year, wmpteu 1hin«·tio11.
Datt' of H.epurt Name or Penon Rtporting FINANCIAL DISCLOSURE REPORT
Page 4of10 05/1412010Roberts, Jr., John G.
\T. GIFTS. (lnclude!i thosit to .-.poust and dependent children; supp. 28-3 I of filing instructitms.)
0 NONE (No reportable gifts.)
1. Washington National Opera Two tickets to Dinner and Opera Ball, June 5, 2009 S500.00
2.
4.
5.
- -· ----
VI. l-'IABILITIES. (Includes tlinu 1 fspau1e and di!pendentchi/Jren; s pp. 31-33 of filing i1u·tr11ctfon'i.)
ZJ NONE (No reportable liabilities.)
I.
.
3.
4.
5.
CODE
---- ---- ---- ----
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Dale of Rt"port Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 5 of 10 Roberts, Jr., John G. 05/14/2010
VII. INVESTMENTS and TRUSTS - income, l'alue, transactions (lnc/udestho$.ofspfJW.< anJ JepenJmtchildren;>ee PP· 34-60 offllini: /n>trut'li.>ns.)
D NONE (No reponable income, assets, or transactions.)
A. II.-Di:scription of Assets Income during-1(including trust assets) I reporting period
1-i1)' 12) --
Place "(X)" <10er e-ach llSSi:t exempt from prior disclosure Code I dJ" , rent,
(I\ Hl or tn!) - I -l'-·"'--I '"· ,. ,
C. D.
Gross value at end Transactions dunng reporting pt:.riod of reporting period
(I) ·r-<2i-· r-,j) I .(4) (5)
Value Type (c g., ,... v .. ,. / Gain Identity nf Code 2 Method buy, sell. mm!dd'yy : Code 2 1 Code I tiuycr.'sellcr- -. ·1
+-- .
(J-P) Code 3 rcdcmp:ion) I (J-P) I (A-In (ifpnvarcI (QW) I minsaction)I--·· ___ .___ _ I·-·-- --
Time Warner (TWX)
2. Dell (Common)
3. Freddie Mac (Commun)
I
4. Hewlett-Packanl (Common)
5. Hillenbrand (Common)
6. Hill-Rom Holdings. Inc.
7. I ntel (Common)
8. M1croso!t (Common)
9. Nokia (Common)
10. Novellus (Common)
II. Pfizer (Common)
1 . Texas Instruments (Common)
13. TMO (Common)
14. Sirius XM Radio (Common}
15 Washington REIT
16. Am Cent Gr Fund
17. Davis Ser Real Est Fund
c Dividend M T
None L T
None J T
A Dividend L T
A Dividend J T
A l>ividcnd J T
B Dividend L T
c Dividend M T
None K T
None J T
A Dividend J T
l:J Dividend L T
None L T
None K T I
u Dividend K T
A Dividend J T
A Dividend K T
- --1I
;I
I
' i
II
I II
I.lnrnmeGain CoJcs: A ;:$1,iJ(IOorlns DsSJ,OOl-S2,500 C =52,501 SS.OU<! D 'S5.00I -Sll,UUO E-Sl5,UOI - S50,000-(Sec C1,lu11in Bl and 0-l! r ..S:i/J,00!. S/Oll,Ooo G •SI00,001 -Sl,OOC,000 Hl =S:l.000.001 -S ,000,000 H2 =Mmt !hall SS.OOU.OO:J
1. \'1duc ("'ode!> J "'Si 5,twm or le s K s ! 5,001 • Sl0.000 L =SS0.00 I . s I oo.uno M =SIHO,UUI • )2 U.UOO (Sec Col1.1m'l5 Cl nn<l 03J N -S:!5ll.OOI -$5C0Jrtl0 o ,,.ssoo,oo t • s1.000,000 Pt -=St,000.001 -55,000.000 r:! "'S5.000,UUl • Slj,000,llUO
Pl · H.000.001 - 50,000.lllJO P4 " fore lhM 550.000,000 ) Value Mc:hn<l Cudrs Q=Appr.m I R Cu:.I (Real Estate Orily) S =A srssmcnt T'"'-Cil.Sh Ma1kc1
I(Q-\\') --· transac!ion l·L __L_ _J__ ·-·52. Midcap SPDR Tr Stries I B Dividend L T
'i'- · Allied Capital (Commnn) None J T I 54. Utah Educ. Svgs Plans (no control) B Dividend M T
i
. 55. Pillsbury Winthrop Ret. Plan Fid.Mgd.lnc.Part II (bond fund)
A Dividend K ·1
Allegis Group Ret. Plan (no control) A Dividend J T i
s1. Time Warner Cable None K T Spinoff (from line 1)
12/09/09 K
AOL None J T Spinoff (from line l)
12109/09 J
I. locomc Ge.in Codes· (SC1: Culu1nm Al 1111d ) 2. Value Cudes
tSte C'oh:1nm Cl and D )
) Value Me< hot! C1"M.ks (See Coh1mn Cl)
A = 1,000 l'f les!> F •110.001 · SIU0.000 J •SI 5,000 or less N =S.250,0lll - S51Xl,OOO P3 =S2S.DOO.OOI • S O.O()tJ,000 0 ..Appr;iiis:t! ll ,..Book Value
B aSt,OUI. S2.50ll G "'SI00.001 -Sl,D00,000 K •SI 5,001 - 50,000 0 :rS, 00,001 - $1.000,000
R c(us1 (Re.al l::st•tc Only) V"'Other
C =S:UOI - SS.000 HI =Sl,000,001·55,000,000 L '"'S O.OUI -SllJ0,000 Pl •Sl.000.0<JI -Sl,000,000 P4 "'More than S50,000,0UO S "-Asse smcnt W ...Esrimaled
D=>5,C-OI "Sl ,UD!J E s I s.nfli - SSll,000 H2 =M1..�rc than S.S,000,000 M-5100,001- >250,000 P2 -S5.000,00J . S25,UO'J,(Jt)O
Name or Person Rtportinc Dal< ol Rrporl FINANCIAL DISCLOSURE REPORT
Roberts, Jr., John G. 05,'1412010Page 9 of IO
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lnJicarcpartofR<p"rL)
---- -----
FINANCIAL DISCLOSURE REPORT
Page 10 oflO
Name of Prnon Rtporting
Roberts, Jr., John G.
Datt of Report
05/14/2010
IX. CERTIFICATION.
I certify that all information given above (including information pertaining tom}' spouse and minor or drpendcnt children, if any) h accurate, true, and complete to the best of my knowledge and helief, and that any Information not reported was withheld hecausc it met applicablt slotutory pro,·isions 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 U.S.C. app. §SOI el. seq., 5 U.S.C. § 7353, and Judicial Conference regulation•.
Signature
l\OTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT !\IA y HE suu.n:rr TO Cl\'IL 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