Samuel A Alito Financial Disclosure Report for 2009

8/3/2019 Samuel A Alito Financial Disclosure Report for 2009

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~I~,CLOSURE~.~.~,o~ Requircd by the Ethics

l in Government Act oj19780

~.. t/2o~o FOR CALENDAR YEAR 2009 O t .~ s . c , ap p . H ~ 0 ~ q H . )

I . Person Repor t ing ! las , t ~ ame, f ir s t , m dd~e n it ia l) 2 . Cour t or Organiza t ion 3. Date of Report

Alito. Samuel A. United States Supreme Court 4G0,’2010

4. Title (Article ll| judges indicate a~ ve or senior status: 5 a . R e p o ~ T y p e ( c h e c k a p p r o p r i a t e ~ c ) 6. Reporting Period

magistrate judges indicate full- or pa~-dme)~ Nomination, Date 01/01;2009

12/31/2009

5b .

7. Chambe~ ar Offir~ Addressmodif ica t ions pe~ ain ing therelo , i t is , in my opinion , in compliance

Untied S~tes Supreme Co~with applicable law s and regula t ion*,

] First ~wce~, NE

Washington, DC 205~ Reviewing Officer Dat e

I M P O R T A N T N O T E S : Tl~e instructions accompanying this form must be followed

Complete all parts,

ch ecking the NONE box for each part where you have no reportable information. Sign on last page.

I . P O S I T I O N S . ~ , ,o ~ . ’ n z individual only; ~¢epp. ~-13 off!ling i ......tions.)

~ N O N E ~ o reportable positions.)

p O S I T I O N N A M E O F O R G A N I ZA T IO N [ E N T IT Y

I. Advisory Board Member Association of the Federal Bar of New Jersey (resigned FebruaD" 2, 2009)

4,

C) -. jI I. A G R E E M E N T S . tRe~ortingimtividuMonly;,¢cpp. 14-l~offilinginstruction&) in . )

~ N O N E ( N o reportable agreements.)

D A TE P A R T I ES A N D T E R M S



FINANCIAL DISCLOSURE REPORT ~ .... f P . . .. . R e p o ~ i . ~ O a t e o f R e V o ~

Page 2 of 7 Alito, Samuel A. 4/30/2010

A. Flier’s Non-Investment Income

~ NONE non-invesnnent income.)r o reportable

D A T E SOU~CE AND ~’PE INCOME

{yours, not spouse*s)

I . 6 , 4 ~ ’ 2 0 0 9 St. Ma~" s 1.Jni~ersiff - Teaching $I 5.000.00

2.9/25.,’2009 Duke Law Sc hool - ] caching $11,550.00

3.

4.

B. SpoRse~s No~-lnv~s[mPR[ l~o~e - If you were married ~ uring an y ponion of the repo~g year, complete th£~ sectio~

(Dollar amount ~ o ~ r e q u i r e d ~ e e p t f o r h o n o r a r i o )

~ N O N E ~ 0 reportable non-investment income.)

DATE $~I IRCE AND TYPE

2.

3.

4.

IV. REIMBURSEMENTS -( l n c l u d e .r i h o ~ e t o s p o u s e a n d d e p e n d e n t c h i l d r e n ; s e e p p . 2 5 - 2 7 o f f i l ~ n g i n s t r u ~ t i o n s .)

[--’] N O N E (No reportable reimbursements.)

SOURCE DATES ],OCATION PURPOSI~ ITEMS PAID OR PROV1DED

I. N a ti on al C at ho lic B ~o et hi cs F eb ru ary 2 -3 , 2 00 9 Dalla. , , Texas Speaking Engagement Transportation, meals, lodgingCenter

2. Federal Bar Council February 13-17, 2009 Los C ~bos, Mexico Speaking Engagement Transportation, meals, lodging

3. Alaska Bar Associa tion May 4-9, 2009 Anc h~ ra ge & Juneau, Sp ea king Enga gement Tra nsp orta tion, mea ls , lodging

Alask

4. St. Mary’s University July 2-1o,, 2010 lnnsb~ uck, Austria Teaching Transportation, meals, lodging

5. Duke Law School September 19-26, Durh~ m, North Carolina Teaching Transp orta tion, meals , lodging2010



FINANCIAL DISCLOSURE REPORTN a m e o f P e r s o a R e p o r , in g D a t e o f R , . p o r ~

P a ge 3 of 7 ~ , l it o , S a m u e l A . 4 / 3 0 , ’ 2 0 1 0

V . G I F T S . a , c l , d e , ~o~, to spo ..... d dependent child, tn: see pp. 28-3] of filing inMruetion~)

N O N E (No reportable g~s.)

SOURCE D E $ C P , _ t P T I O N V A L U E

I.

2.

3.

4.

5.

V I . L I A B I L I T I E S . a . ¢ t , d o , , n o , e o Y . ~ p . . .. . . d dependent children; see p p , 3 2 - 3 3 of filing instructions.)

N O N E (No reportable liabilities..)

C R E D IT O R D E S C R IP T IO N VALUE COD[

1.

3.

4.

5.



N a m e o f P e r s o n R e p o r t in g[

D a t e o f R e p o r t

FINANCL~.Lpa ge 4 of 7 DISCLOSURE REPORT Alito, S a m u e l A.

]

4 / 3 0 / 2 0 1 0

V I I . I N V E S T M E N T S a n d T R U S T S - i ........ ,,e, t ...... dons (Includes ,hose of sp ...... d dependent children: seepp. 34-60 o/filing instructions.)

NO NE ( No reportable income, assets, or transactions.)

D e s c r i p ti o n o f A s s e ts I n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

( i n c l u d i n g t r u s l a s s e ts ) r e p o r t i n g p er i o d o f r e p or t i n g p er i o d

~ ’ ~ ) (2 ) ( 1 ) (2 )(~) i (2) (3) (4)

P l a c e " ( X ) " a f t e r e a c h a s s e t Amount Type (e.g., Value Value T y p e ( e . g .. D a t e Value G a in I d e n t i t y o f

I e x e m p t f r o m p r i o r d i s c l o s u r e / C o d e I I d i v . , r e n t , C o d e 2 M e th o d b u y . s e l l , m m Jd d Y y y , C o d e 2 C o de 1 b u y e r / s e l l e r

IA - H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) i ( J - P ) ( A - H ) ( i t - p r i v a t e

( Q - % V ) II I

t r a n s a c t i o n )

I. US Savings B onds Series EE D I n t e r e s t K T Redeemed 1 2 / 2 9 / 0 9 K( g a r t )

2. Vang. Tax Ex. Mny. Mkt. Fund A Interest J T

3. Vang.lnter.Term Tax Ex. Fund A Interest J T

4. Va ng. Ins. L. T. Tax Ex. Fund A I n t e r e s t J T

5. Va ng. Star Mut. Fund B Dividend K T

6. Vane. Wellington Mut. Fund C Dividend M T

7. Smith Barney Money Funds Cash Port. A Dividend J T

8. PNC Bank Account A I n t e r e s t J T

9. V ane. Small Cap. Stock Fund A Dividend L T

1 0 . V ang. Total Stock Mkt. Index F. B Dividend L T

1 1 . Windsor I1 A Dividend K T

1 2 . Fidelity Eq.-Inc. II Fund A Dividend J T

] 3, V a n g . T a x Ex . Mn y. Mk t. (Y )

1 4 . Vang. Tax Ex. Mny Mkt. A Interest J T

1 5 . DIS Common Stock A Dividend J T

1 6 . Citibank Deposit Program A I n t e r e s t J T

1 7 . BM’~’ Common Stock A Dividend J T

(See Column C2) U = B ~ k V a l u e V =~r W =Estranged



FINANCIAL DISCLOSURE REPORT N .....f P ......R~portlng Date o f Report

I

Page 5 of" ~ , ,t o . S .m u ~ a . ~ . ’ 3 0 ; 2 m 0

V I I . I N V E S T M E N T S a n d T R U S T S -- ~ ........ ~,,, t ...... 6ons (Includes thos, o[sp ...... d depend .... . hildren; see pp. 34-60 o]f!ling instructions.)

N O N [ (No reportable income, assets, or o’ansactions.)

A. B. C. D.

Description of Assets Income dunng Gross vah~e at end Tmnsactions during reposing ~riod

( ncluding t~st a s s e t s ) re ining period of re,hang period

Pla :e "(XY" after each agset ] Amount [ T yp e (g. , V a lue V a tue T yp e (e.g., Da ~ V a ) u e Gain Ident i~ of

Code I div., re~ t, Code 2 ~ M c t h( ~ d buy sell m ~ d ~ ’ ~ C¢~e 2 Code 1 ] buverisellerexet ~pt from prior disc]osure , -

( A - H ) or int) (J-P) ~ Code 3 [ ~dcmption) (J-P) (A -H ) (if p riva te

[ (Q-~ ~ t ransaction)

, 1 8 . X0M Co:ninon Stock B Dividend L T

19 . PNC Ban:t Account No n e J T



FI N A N C I A L D I SC LOS U R E R E POR T Na~e of Person Reportin . : I Dale of Report ’

Iage 6 of 7 Alito, S a m u e l A . 4 / 3 0 , ’ 2 0 1 0

VI II . A D D I TI ON A L I N FOR MA TI ON OR EXPLA N A TI ON S .



Name of Person Repor t ing D a t e o f R e p o r lF I N A N C I A L D IS C L O SU R E R E P O RT

[ Alito, Samuel A.

4 , ’ 3 0 , ’ 2 0 1age 7 of 7

IX. CERTIFICATION.

1 certify that all information given above (including information pertaining to my spouse and minor or dependent children, if,ny) isaccurate, true, and com plete to the best of my knowledge and belief, and that any information not reported was withheld because it met a pplicable sta tutoryprovisions p ermitting non-disclosure.

I further certify that earned income from outside employment and honoraria a ud the acc eptance of gifts which have been rept rted are incompliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

N O T E : A N Y IN D I V I D U A L W H O K N O W I N G L Y A N D W 1 L F U L L Y F A L S IF IE S O R F A L L S T O F IL E T H I S R E P O R T M A Y B [ S U B J E C T T O C I V I LAND C RIM INAL SANC TION S (5 U .S .C . app . § 104)

F IL I N G I N S T R U C T IO N S

Mail signed original and 3 additional copies to:

Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Columbus Circle, N.E.

Washington, D.C. 20544

Samuel A Alito Financial Disclosure Report for 2009

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