· niea tates istid out . skrn istril of louisiuna . 500 . lotrus tred . e- ®rleuns . 70130...

nit.ea tate.s istrid (!lourt skrn istricl of tJlouisiuna

500 :}flo (trus tred

efu- ®rleuns 70130

<ll amhers of

!'-- ]. r nmara istrid Jjuhge

July 7, 2010

Judge Bobby R. Baldock , Chair Judicial Conference of the United States Committee on Financial Disclosure One Columbus Circle, N.E.

Washington, D.C. 20544

Dear Judge Baldock,

In response to your letter of June 28, 2010, I submit the following changes to my financial

disclosure report dated May 5, 2010.

Delete Part VII and in place thereof add attachment "A".

Delete Part VIII and in place thereof add attachment "B".

I trust that the information contained in this letter will now enable you to close the 2009

report. Thank you for bringing these matters to my attention.

If any additional information is needed please contact me.

·.,11 .. ,. I q L:.;;j 'lJL A q: 2 4

AJM: rsg

McNamara, A.J.

R ·-

", ,JLIL A

I'-\

r""'"· -. \ ' ·- I I 1 .._'-'v;_i \it:D

2,.1,a."1• f Q

• CJ: 2 5

ATTACHMENT A

·------� -------��-

I I I

------------------'-----'-

I

I I j J_

___ _

Code 1 1 div., ren

(I)

14.

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT

Page 4of10 71712010McNamara, A. J.

VII. INVESTMENTS and TRUSTS - income, vatue, trlUISacnons (Includes those of spouse wu1 dependent chitdren; see PP· 34-60 of flliltx instruction.s.J

D NONE (No reportable income, assets, or transactions.) r----------··--.

c. D. Descriptic>n of Assets Income during Gross value at end Transactions during reporting period

of reporting period (including trust assets) reporting period

(2) (I) (2) (3) (4) (5)i(2)Type (e.g

(I)Amount iPlace "(X)" after each asset Type (e.g., DateValue Value Value Gain Identity of ..

Ibuy, sell, Code 1 buyer/sellerCode 2 Method nun/dd/yy Codc2exempt from prior disclosure t, Code 3 (if private (A-H) or int.) (J-P) redemption) (A·H)(J·P)

I transaction)(Q-W)L -

I. PREVIOUSLY DELETED

2. DELETED-See Report Filed May 2007

3. .005 !nt. Woodstock Plantation, Baton c Dividend K w Rouge, LA

4. DELETED -See Report Filed May 2007

5. DELETED - See Report Filed April 1997

6. DELETED-- See Report Filed April 2005

7. DELETED-- See Report Filed April 2005

8. PREVIOUSLY DELETED

9. DELETED- See Report Filed May 2007





PREVIOUSLY DELETED


16. Royalty Int. for Oil & Gas by NEG-Deleted-well stopped prod

A Royalty Int.


J. Income Gain Codes: A =s 1.000 or less B •Sl,OOl -S2.500 C =U,501 -SS,000 O=S5.00l -S15,000 E =$15,001 -$50,000

(See Columns Bl and 04) F=SS0,001 - SI00.000 G =SJ00,001 -$1,000,000 HI =$1,000,001-$5,000,000 H2 •More lhan SS,000,000

2. Value Codes J =$15,000orle" K •SJS.001 • SS0.000 l=S50,00J -$100,000 M -SJ00,001 - 5250,000

(See Columns Cl and DJ) N •$2$0,001 - $500,000 0 =$500,001 • $1,000,000 Pl =$1,000,001 -$5,000,000 1'2 =$5,000,001 -$25,000,000

l_ Sec PJ =$25.000,001 - SS0,000,000 P4 =More than $50,000,000 j J. Value Method C des Q •Appnisal R ..Cost (Real Estate Only) S =Assessment T=Cash Marltct I

Column Cl) U =Book Value v •Other W =E"Jtimated I --·--·--·-·- ______ J---·--·.. -----·---.. --- ....

r--

_____ __ I

______ _ I ·r·- (5-) --

-1

I ---- -�----- -- -----

Fund

Gain C;d s: •Sl,OOo --- C=S2.501 : H

D

2

=

M

5,00

0 Sanl5;.ooo .ooo·--·

,. .,

5

B.

(X)

----

th-·----E ltS,001. sso:ooo--1

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 5of10 717/2010McNamara, A. J.

VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc111aes those of spouse and dependent chitdren; see PP· J-1-60 of fuing 1ns1ruc1ions.J

D NONE (No reportable income, assets, or transactions.) - - ·1A. ----,.1 Transactions duri reporting pe =- ---

Gross value at endl of reporting period Income during

c.

j (I)(l) (2) i Type(e.g.Value Value.,

Code l t div., ren t, buy, sell, C-"' Method redemption)(A-H) I or int.) Code 3

(Q W)__:__ ·

Description of Assets (including trust assets) reporting period

! oi (2).!Amount J Type(e.g Date . Value Gain Identity of l mm/dd/yy Code 2 Code 1 buyer/seller

(2) (3) (4),1 (A-H) (ifprivate ---1I Place "(X)" after each asset

exempt from prior disclosure ii·-·--· ! transaction){J

·P)J___lL_


19. 1/8 Int in house & adjoining Lots, Mandeville, LA (X)

None K w

20. Shares of Lord Abbett Affiliate Fund A (X) None J T

21. Shares of Fidelity Puritan Mutual Fund (X) None K T

22. Cleco Common Stock (X) None K T

J

24. Common Stock Lucent Technologies, Inc. None J T(X)

I 2s. Common Stock NCR (X) None J T

23. Commcm Stock AT&T(X) None T

26. Shares Neuberger Berman Guardian Mt! None J T Fund (X)

27. Shares Oppenheimer Municipal Bond Fund None I T

28. Common Stock AIG Insurance Co (X)

29. Common Stock American Realty Trust Co (X)

30. Common Stock BellSouth (X)

31. Shares of Evergreen Income & Growth (X)

32. Shares of Fidelity Equity Income Fund (X)

33. Shares of Fidelity OTC (X)

34. Common Stock Ford Motor Company (X)

None ] T

None J T

None J T

None J T

None J T

None J T

None J T

. -!- I. Income A _____ B =Sl.001. $2,500 15,000 orlcs .

(SecColumno Bl and 04) f •$50,001 • SI00,000 G •SI00,001- $1,000,000 HI =Sl.000,001. SS,000,000

2. Value Codes S =$15,000 or less K •$15,001 • $50,000 L •$50,001 • $100,000

(Sec Columns Cl and D3) N s2so,001 • $00,000 O =$500.001 • Pl =Sl.000.00J - ss.000.000

M =$100,001 . $250.000

$50,000.000 P2 =Ss.000.001. $25.000.000 S!,000,000

P3 2$25,000,001 - $50.000,000 P4 =More th•n 3. Value Method Codes Q =Appraisal S •Assessment

L...... __ (Sec Column - Cl) U •Book .. Value.. V =Other----··----·-·- - _ _____ ·-----------------II T =Cash Market ·-----· ·-- -----·----· · ---- .. · - --· - .. . R 2CoS1 (Real Esiate Only) ..W =Estimated ·--·-·- ---.,..... · ·

I i I

-- -:scri t i : f-A-ssets __

G_

r_

o -v- -e -a-t :-i----- _T_ra_

n a-ct-ion - dun-- --r rtin g

e-[ __ r epo_rt_i_n_g_p

_en

_·o d·--+

-

-o_f_

rep_o_rt n g pen: I ___ _______ __,

) I e___ ·-------

---------'-'-(�

-H) --'-----�

I I i

I

145

I

G•i;;:;;;;--------A =S1,00I:'"s2,-;oo--- c =s2:SITT:'ss:ooo-

- - iumn

1 Incom 'ooring j pierod

Ii

(J-P)

B --·· . --

l ::2__

---···-- : ook Value

FINANCIAL DISCLOSURE REPORT Page 6of10

Name of Penon Rep1>rting Date of Reporl

McNamara, A. J. 1m2010

VII. INVESTMENTS and TRUSTS - income, .,,1ue, transactibns r11.c1udes those of spouse and dependent children; see PP· 14-60 of filing ins1ructionS.J

-

0 NONE (No reportable income, assets, or transactions.)r - - -

Date Value ldentil)' of Gain

(including trust assets) ·---Value

buy, sell, e l Code 2 buyer/seller.'" '"

Code l div., r nt, Code2exempt from prior discloor int.) redemption) (J·P).!'..,. ,,:;.,.

Value Type (e.g.,! mm!dd/yy CodJ"'

Methodsuer1i ,,_ "tX>" "•""' ••• Code 3"' =-L (ifprivate"' '"m transaction)(Q-W)L

35. Common Stock ITT Industries, Inc. {X) None J T

36. Shares oflvy Growth Fund (X)

37.

None J T

Common Stock Kaufman & Broad Home Corp. {X)

None J T

38. Common Stock Lance, Inc. (X) None J T

39. Common Stock Metromedia International Group(X)

None J T

40. Shares Monetta Fund (X) None J T

41. Common Stock Nabor Industries, Inc. (X) None J T

42. Common Stock NCR (X) None J T

J 43. Shares of Neuberger Berman Manhattan NoneFund(X)

144. Shares of Nicholas Fund, Inc. (X) None

Common Stock of Occidental Petroleum, NoneInc.(X)

46. Common Stock Phillip Morris, Inc. (X) None

47. Common Stock Citi Group, Inc. (X) None

J

J

J

J

J

T

T

T

T

T

48.

49.

Shares of Hartford Financial Services Group (X)

Common Stock The Timeken Co. (X)

None

None

J

J

T

T

50. Common Stock Triton Group, Ltd. (X) None J T

51. Shares of Va nguard Federal Money Market Fund (X)

None J T

D =ss:OOl-Sl5.ooo .--·---;•SI5,00l -•S 1,000 o;-;;;;----F =SS0.001 • $100.000

$50,000I11

r I.Income\ H2 =More than$5,000,000

M =SI00.001 -S2S0.000

(See Colwnns BI and 04) 2. Value Codes(Stt Colwnns Cl and D3)

HI =SI ,000,001 • $5,000,000

L 450,001 - $100.000

G •Sl00,001 • SJ.Ooo.ooo K •SI 5,001 $50.0000 '"5500,001

J =Sl5,000 or lessN =$250,001 • SS-00.000 · ·Sl.000,000 I!

Pl =$1.000,001 - $5,000,000 P2 =$5,000.001 - $25,000.000

Pl =$25.000.001 • $50.000,000 3 Value Method Codes Q •Appraisal

P4 =More than $50.000.000

S =Assessment J- -------· __ ---- __ J

R =Cost (Real Estate Only) T =Cash Markot

.__w = tima e ·-· --- -· ----V "'0thcr ... -

. ___ .. __ - ·-· _ ·---··-- __ ,._

1 I

,-, --· -D-es-cn-.pt;:·--o-f A-

s-s-ets

T

_

G

-

r oss 'i{<�"T'":' .;._1\ _o;-;-;p_o_rt_in_g_pe_( -·;- d '-----(-1)---j--(2_) ___ (_3) __ (S_) ___ _j

. 11 ---exempt from.

I

I

163.

-----'---

1:--i- :: :,::.c::d ;:::�:::�.OOQ-

FINANCIAL DISCLOSURE REPORT

Page 7of10

Name of Person Reporting

McNamara, A. J.

Date of Report

71712010

VII. INVESTMENTS and TRUSTS - income, value, transactions rrnc1ut1cs those of spo11Se and dependent children: se• PP· J4-6u of filing instructions.)

D NONE (No reportable income, assets, or transactions.)

----- ___ ---r

-

-=om: urin:_ v e at end Transactions duri reporting period 111' (including trust assets) (4 __ Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., , Date Value Gai !denti<y of

I - .. prior disc-lo

.

sure ---

-

, Code l div., rent,

I

Code 2 Method buy, sell, J mmlddlyy Code 2 Code buyer/seller

/ (A-H} I

or mt.) (J-P) Code 3 redemption) I {J-P) (A-H (if private

52. Shares of Vanguard Wellesley Fund (X)

53. Shares of Vanguard Windsor Fund (X)

54. Common Stock of Statwood Hotels (X)

55. Common Stock of Visteon Corp. (X)

56. Delete-Mineral Lease not renewed

57. DELETED

58. Vanguard Wellington Fund

59. Vanguard Wellesley Fund

60. Vanguard Tax-Exempt Fund-SOLD

61. Deleted, See VIII

62. Deleted, See Vil!

Deleted, See VIII

64. Previously deleted


66. Calvert lnco (CFICX)

67. Croft Leornin (CL VFX)

68. Hartford SMA (IHSAX)

l___J ______ _ __j____ (Q-W) _ _ _1___ _ _ 1ransact o _J

None J T

None J T

None J T

None J T

A Int./Div. K T

A lnt./Div. K T

A Int./Div. Sold 09121/09 K A Public Sale

A lnt./Div. J T

A lnt./Div. J T

A Int/Div. J T

04--.2. Value Codes J =S 15,000 or less

i (See Columns Cl and 03) N =$250.IJOI • $500.000

B =$1,001 -$2,500

G =$100.001 • Sl.000,000 K = $15. 001 -$50,000 0 •$500.001 ·$I ,000,000

c =$2,501 - $5.000

HI =Sl,000.001 • $5,000,000 L =$50,001. $100,000

Pl =S!,000,001-$5,000,000 P4 •More lhan $50.000.000

S =Assessment W""Estimated

D •S5,00l • $15,00QHZ =More lhan $5,000.000

M =$100,001 -$250,000

PZ =$5.000,001 - $25,000,000

E •$15,001 • $50.000 -i I

P3 •S25,000,00I • $50.000,000

I 3. Value Method Codes Q =Appraisal ! {Set Column C2) U ""Book Value L_ __ · ----·· · ·-·-·--·- -·· -·- ·-· --

R =Cost {Real Estate Only) V -Other

T =Casll Market

.-c-

rip

_t_i

-. o_f_

A_s-

se-t

s---·-----

· .-

--ln_ co_me_8_uri

n--

r :ss

-------------- ---------- ----�

r peri:d I froporting i

(2) 1) (I) --...----,-----.--·-----

------··----·------- --- ---- -L---_.____3_ : -) ·- -----�

!

A

=S1,ooi O:ss.001

·----·-------- - ·-··--·-

va e at end

.

i (S)

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT

717/2010McNamara, A. J. Page 8of10

VII. INVES TIVIENTS and TRUSTS - income, value, fl'ansactiom (Includes thtJse of spouse and dependent children; see PP· 34-60 of ftling instructions.)

D NONE (No reportable income, assets, or transactions.)

(including t ust assets) reporting period

D. ITransactions dur ng reponing period

ldentity of Code

Type(e.g.,Code 2 Code I buyer/seller

(A-H) or int.) (J-P) Code 3

buy, sell, mm/dd/yy11 exempt !Tom prior disclosure I div., rent, Code 2 Method

(if private trdnsaction)

redemption) (J-P)J:)

L

(2)(1) (2) (3) (4)Date Value GainType(e.g.,Place "(X)"aftereachasset Amount Value Value

69. Oppenheimer (OPSIX) A lnt./Div. J T

70. Pioneer Cull (CYFCX)-SOLD A Int.ID iv. Sold 05/13/09 J Public Sale

71. Hartford Cap (ITHAX) A Int/Div. J T

72. Henderson IN {HFOAX) A Int/Div. J T

73. Loomis Sayle {LSBRX) A lnt./Div. K T

74. Oppenheimer (OIBAX) A Int/Div. J T

75. Royce Low PR (RYLPX) A Jnt./Div. J T

76. Whitney National Bank (Y) A Interest N T

1·1. In G�C;.;;;.:-- -----A=SI ,000 orlc;-·------ B - SZ,500__

_ --C =S2.50l-:Ss.OOO_____ -SI 5,000 (Sec Columns Bl and D4) F =$50,001- S 100,000 G =$100,001 -Sl.000,000 HI =$1,000.001 • $5,000,000 H2 =More than $5,000,000/1 2. Value Codes l •Sl5,000 or less K =$15,00l • $50,000 L =S50,00I • $100,000 M =$100,001 - $250,000

(See Columns Cl and 03) N =$250,001 • $500.000 0 =$500,001 - SJ,000,000 Pl =Sl,000,001- SS,000,000 P2 =SS.000,001 · $25,000.000 i PJ =$25,000,001 - $50,000,000 P4 =More lhan $50,000,000 ! 3. Value Melhod Codes R =Cost (Real Est.ate Only) S =Asscssmc:nt T =Cash Market

(Sec Column C2) U •Book Value V =Other W =Estitna<ed

I Q •Appratsal

··--·-

\ !,._ v • • :.... ,'=' 1=- t' t:.·-1 'I r= D

20ta JUL I 9 A q: 2 5

ATTACHMENT B

FINANCIAL DISCLOSURE REPORT Date of Report Name of Person Reporting

McNamara, A. J. 717/2010 of IO

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndkateparlo/Report)

Lines 19-55 were deleted in the Financial Disclosure Report dated April 9, 2009 as amended by letter dated June 22, 2009. Lines 79, 80 and 81 are deleted because on June 11, 2009 I was discharged as the uncompesated administrator in Succession No. I. Lines 62, 63 and 64 on this report were reflected as numbers 79, 80 and 81 on the report dated April 9, 2009. It was necessary to slightly alter the numbering system in this regard in an effort to comply with the directions contained in your letter of June 28, 20 I 0

NAME OF ORGANIZATION/ENTITY

PARTIES TERMS

(; ' ( J .-

-

c

Report Required by the EthicsFINANCIAL DISCLOSURE REPORT in Governmenl Acl of 1978 FOR CALENDAR YEAR 2009 (5 U.S.C. app. §§!OJ-I J l)

I. Person Reporting (last name, first, middle initial)

McNamara, A. J.

2. Court or Organization

United States District Court

3. Date of Report

5/5/2010

4. Title (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time)

U.S. District Judge, Senior

Sa. Report Type (check appropriate type)

0 Nomination, Date

0 Initial IZ] Annual

Sb. 0 Amended Report

0 Final

6. Reporting Period

01/01/2009

to 12131/2009

7. Chambers or Offiu Address

500 Poydras Street, Room Cl07A New Orleans, LA 70130

8. On the basis of the Information contafoed in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations.

Reviewing Officer Date

IMPORT ANT NO TES: The instructions accompanying this form must be followed. Complete allparts, checking the NONE box for each part where you have no reportable information. Sign on last page.

I. POSITIONS. (Reporting indivillual only; see pp. 9-U of filing instrueh'ons.)

D NONE (.7Vo reportable positions.)

POSITION

I. Director Christopher Homes-Low Income Housing for elderly, meetings four times per year--uncompensated

2.

3.

4.

5.

II. AGREEMENTS, (Reporting individual only; see pp. 14-16 of.filing instructions.)

[ZJ NONE (No reportable agreements.)

AND

ci r-' @ -·-... ....

\-- ::<<. . ( (. - - 0:.:;. .{ ...-\ '.: . .::.

�:: y. --·i't

<.fl r' \ c...n

-n.r-•··

·r1 Ci l ·-1. . ' ....... ,, ... -Q: ._ r.-1 C)

I.

2.

3.

McNamara, A.J.

SOURCE

SOURCE

DATES LOCATION

INCOME

ITEMS PAID OR PROVIDED

.

Page 2of11

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT 51512010McNamara, A. J.

III. NO N-INVES TME NT IN co ME. (Reporting individual and spouse; see pp. 17·24 o/fi/;ng instructions.)

A. Filer's Non-Investment Income

l2J NONE (No reportable non-investment income.)

AND TYPE (yours, not spouse's)

l.

2.

3.

4.

B. Spouse's Non-Investment Income - I/you were married during any portion of the reporting year, complete this section.

(Do/la1· amount not required except for honoraria.)

[ZJ NONE (No reportable non-investment income.)

AND TYPE

I.

2.

3.

4.

IV, REIMBURSEMENTS - transportation, lodging.food, entertainment.

(lnc/'l.ldes those lo spouse and depen.de11t childr n; se". pp. 25-27 of filing instruclions.)

D NONE (No reportable reimbursements.)

SOURCE

I. George Mason University School of Law, Law & Economics Center

October 18-2 l, 2009 LaJolla, CA

PURPOSE

Lincoln as President Program for Judges

Transportation, lodging and meals

2.

3.

4.

5.

DESCRIPTION

CREDITOR DESCRIPTION

VALUE

VAL!JECQDE

5/5/2010

Date of Report Name of Person ReportingFINANCIAL DISCLOSURE REPORT McNamara, A. J. ·Page 3of11

V. GIFTS. (Includes those to spouse und dependent children; see pp. 28-31 offding instructions.)

[{] NONE (No reportable gifts.)

SOURCE

I.

2.

3.

4.

5.

VI. LIABILITIES. (Includes those of spouse and dependent chlldun; see pp. 31-33 of filing instructions.)

[{] NONE (No reportable liabilities.)

I.

2.

3.

4.

5.

---- --- --:-

12.

!

, i I 16.

I

- ofreponingperiod --- --.------· ---

-

; Code I 1 div .. _rent, --- ---------'- --- ____ ___[___ -

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 4of11 McNamara, A. J. S/5/2010

VII. INVESTMENTS and TRUSTS - income, 1·a1ue, transactions (1nc1uaes those of spouse and dependent children; s•• PP· J.s-60 of.fding instructions.)

D NONE (No reportable income, assets, or transactions.) r--- ---- ---A. -- ·-c. ----,-----------0.- --------1--B.--

Gross value at end I Transacnons during reporting periodIncome during oescnpuon of Assets

-J, oningpe_r:i 'od rr·- --- -(2) (!) (2) 2) (3) (4) (5)

Type (e.g., / Date Value Gain Identity of Code2 Code J buyer/seller[ (A-H) , Code 3 redemption) I (A-H) (1fpnvateor mt.) (J-P) I• (Q-W) I transaction)J _J_ -------------'

(I) ( ;

(mcludingtrustassets)

Place "(X)" after each asset exemptfrompriord1sclosure

1 (I) :I Va Type (e.g, Amount ValueCode2

uelMethod I, (J·P}

I ,

J buy, sell, 1mm/dd/yy II

L PREVIOUSLY DELETED

DELETED-See Report Filed May 2007

3.iI

.005 Int. Woodstock Plantation, Baton Rouge, LA

c Dividend K w

4. DELETED -See Report Filed May 2007 :

\ s. DELETED - See Report Filed April 1997

II DELETED-· See Report Filed April 2005

I 7. DELETED-- See Report Filed April 2005

Ii 8.I

PREV!OUSL Y DELETED !

9.

JO.

DELETED- See Report Filed May 2007

PREVIOUSLY DELETED

l l. PREVIOUSLY DELETED

12.

13.

14.

I IS.

16.

PREVIOUSLY DELETED

PREVIOUSLY DELETED

PREVIOUSLY DELETED

PREV!OUSL Y DELETED

Royalty Int. for Oil & Gas by NEG-Deleted-well stopped prod.

A Royalty Int.


�� e G· in Codes; --··-- A =$1,000 orless B =Sl,001 -$2,500 C =$2,501 • SS,000 0=$5,001-$15,000 E =SJ s.ooi . sso.ooo ··11 (See Column• Bl and 04) F=S50,00I • $100,000 G =$100,001 -$1,000,00-0 HI =$1,000,00 I • $5,000,000 H2 =More tlian $5,000,000

2. Value Codes J=S15,000orless K =$15,001 -$50,000 L=$50,00l -$1Q0,000 M =$100,001 • $250,000I (See Columns Cl and DJ) N =$250,00I • $500,000 0 =$500,001 - $1,000,000 Pl =Sl,000,001 - $5,000,000 P2 =SS,000,001 -$25,000,000 I

P3 =$25,000,00 I -$50,000,000 P4 =More than $50,000,000 I ' 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =A!sessment T =Cash Market

(See Column C2) U =Book Value Y..Othcr W =Estimated - . ---- · - ·---·- --- ·----·- ---- · ·-·----- ---- -------

------·----.....--------�- ------,--------------·--·-· per_io _ _ + _ o_f_repo __ rt in_g _pe_n_·od --..;--- -- -I,,

II

·-· ----------- ------- (A-··-H--) - ____ __ ( J _-P_)_ - -;1 __ _ _ _ _'•_d _em-pt-io_n_)- -- -(J --P-) - (A _· _H _)_ --. ;�;: :)_J

___________

-· - -A. d __

(5) i

l .. L_ °.r�-t._) :

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT McNamara, A. J. 5/5/2010-Page 5of11

VII. INVESTMENTS and TRUSTS - income, va111e, transactions <1nc1udes those of spouse and dependentchiklren; see PP· 34-60 offiJing instructions.;

D NONE (No reportable income, assets, or transactions.) ··---· -·--·B. ------,Income during

C. D.

Gross value at end Transactions during reporting period

i Description of Assets

(including trust assets) reporting

T-(2)-"T'(J')"--"] (4)1 Value Gai(2) (I) (2) (I) Place "(le)" after each asset

exempt from prior disclosure

(l)AmountCode I I! Date n

mm/dd/yy Code 2 Code I buyer/seller IType (e.g.. Value Value Type (e.g., Identity of

div., reot. Code 2 Method buy, sell,


19. Previously deleted, see Part VIII

20. Previously deleted, Sec Part VIII

21. Previously deleted, See Part VIII




25. Previously deleted, See Part Vlll


27. Previously deleted. See Part VIII

28. Previously deleted, See Part Vlll

29. Previously deleted, See Part VJII



32. Previously deleted , See Part VIII



I I

I . Income Gain Codes: A =$1,000 or less B =Sl,001 - $2,500 C =S2.50I $5,000 D =SS.001 - $15.000 E =$15,001 • $50,000•

(See Colu1TU1s B1 and 04) F =$50,001 • $100.000 G=Sl00,001-Sl,000,000 HI =Sl,000,00J - $5,000,000 H2 =More than SS,000,000 2. Value Codes J=$1S,000orlcss K=$1S,001 -$50.000 L =SS0,001 -$100,000 M =SI00.001-$250,000

(See Columns CI and DJ) N =$250,001 • $500,000 0 =$500,001 Sl ,000.000 Pl =$1 ,000,001 • $5.000,000 P2 -$5,000,001 • $25,000,000 P3 =$25,000,001 - $50,000,000 P4 =More than $50,000,000 '

•

3. Value Method Codes Q•Appraisal R =Cost (R<al Estate Only) S =-Assessment T =Cash Markel (See Colwnn C2) U =Book Value V=Other W=Estimated I'--·-·--- -- - . ' ·-- J

(2)

f

(!)

I

!

I I

I (2) (4)

-·--·-·-·

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT 51512010McNamara, A. J. Page 6of11

VII. INVESTMENTS and TRUSTS - income, value, tl"ansactioM (Tnczut1es those of spouse ant1 dependent children; see PP. J4-6o of filing ins1r11crions.J

D NONE (No reportable income, assets, or transactions.)1··-- ----·-· · ----· A. B. j C.

Gross value at end Description of Assets Income during --- of reporting period (including trust assets) reporting period

I c1>

I Place "(X)" after each asset 1Amount Code lex.empt from prior disclosure I I

I (A-H)

"

(l)

Type (e.g., c2i

Value Value div., rent, Code 2 Method

or int.) (J-P) Code 3 (Q-W)

Type{e.g., buy, sell,

redemption)

- ·----· ·-----·· D.

Transactions during reporting period

(3) Date Value

mm/dd/yy Code2

(J-P)

Gain

Code I (A-H)

-··· -(5) --

· ldemity of

buyer/seller

(if private

transaction)--------·

I 35. Previously deleted, See Part VIII




I 139. Previously deleted, See Part VIII

I . 40. Previously deleted, See Part VIII








48. Previously deleted, Sec Part VHI



51. Previously deleted, See Part vlII

I

-- · ···---- ·-· ... - . J. Income Gain Codes: A =$1,000 or less B =SJ ,001 - $2,500 c =$2,501-$5,000 D =SS.DOI - $15,000 E =$15,001-$50.000

(See Column• Bl and 04) F =SS0.001 - $100.000 G =$100,001-$1,000.()(1() HI -s1.ooo,001-ss,ooo,ooo H2 =More thao $5,000,000

J =$15.000 or loss K=$J5,DOI • $50.000 L =$50,001 - $100,000 M =$J00,001-S250,000 l'V"•-(Sec Columns Cl and DJ) N =$250,001 - SS00.000 0 =-$500,001-Sl,000,000 Pl =SJ,000,001 - $5,000,000 P2 =$5,000.00J - $25,000,000

PJ =$25,000,001 • $50.000,000 P4 =More than $50,000,000 3. Value Method Codes Q =Appraisal R =Cost (Real EState Only) S =Assessment T =Cash Market

. (See Column C2) U =Book Value V-Other-·- w =Estimated · · ·- ·---

I

I

I

L

J

I

r a. __

u_=

_B

_oo_k_

v_

._1u_• _______

v_=0_th_er ________ w_=Estim ated·---------------- __ ---·-----·--

· · ····--- -· ·-- ·--·

: "' I I I

I

A.

(2) (4)

Name or Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT McNamara, A. J. 5/5/2010Page 7of11

VII. INVESTMENTS and TRUSTS - income, vatue, transactions r1nctudes those of spouse and dependent children; see PP· 34-60 offiting instructions.)

D NONE (No reportable income, assets, or transactions.) -·· · -· - -· · - --- ------- -- ·1---·-· -

B.

In come during

reporting period

(I) Amount Type (e.g., Code I div., rent, (A-H) or int.)

-·- ·

c. D.

Gross value at end Transactions during reporting period Description of Assets Iof reporting period (including trust assets)

1 -··. __ ...

(2)-----(1)'Type (e.g.,

(I) (2) (3) (-Code 2 Method buy, sell, mm/dd/yy bu ye r/sellerCode2 Code I

Value DateValue Value Gain IdenPlace "(X)" after each asset

exempt from prior disclosure ;

__JiCode 3 redemption)(J-P) (ifprivate(A-H)(J-P) (Q-W) transact'. n} _---- L



54. Pre viously deleted, Sec Part VIII


56. Delete-Min eral Lease not renewed A Rent

57. DELETED

58. Villcre Balanced Fund B Int./Div. K T

59. Villere Balanced Fund A Sold 5115 K A Public Sale

60. Vanguard Wellington Fund A Int./Div. K T

61. Vanguard Wellesley Fund A Int./Di v. K T

62. Vanguard Tax-Exempt Fund A Int./Div. L T

63. Vanguard Tax-Exempt Fund-SOLD A Int./Div. L 'T Sold A Public Sale

64. Loomis Sayles Strateg ic Income Fund Class B lnt./Div. L T Buy 02/07 L A

65. Loomis Sayles Strategic Income Fund Class A Sold 7/24 L A Public Sale A

66. Blackrock Equ ity Dividend Cl A B Int./Div. K T Bu y 02/07 K

67. Blackrock Equity Dividend Cl A A Sold 7/24 K A Public Sale

68. FBR Focus Fund A Int./Div. J T Buy 02/07

I. Income GainCodes: A-SJ,OOOorless B=SJ.001-$2,500 C=$2,50J-$5,000 D=$5,00l-$J5,000 E=$15,00l-$50,000 (See Columns BI and 04) F=$50,001 - $100,000 G=$100,001-SJ,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000,000

2. Value Codes l =$15,000 orless K =$15,001 -$50,000 L 450,001 -$100,000 M =$100,001 -$250,000 (See Columns CI and D3) N =$250,001 -$500,000 0 =$500,001-$1,000,000 Pl =$1,000,001 -$5,000,000 P2 =$5,000,001. $25,000,000

P3 =$25,000.001 -$50,000,000 P4 =More than$50,000,000 3. Value Method Codes Q=App aisal R =Cost (Real Est te Only) S =Assessment T=Cash Market

(See Column C2) J

co :-:- --T-ra:ac -io_ns_d_un_· -re

_po_rt_i-ng peri:

- --(1-) --· I

____ _____ . ---�- --�---�- --· lransac i-on)

I 1 78.

'

-- - ·

Desc ti of ·

.-

-

--. -T -Gross v e at nd . -- --- .. .

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT 5/5/2010McNamara, A. J. Page 8 of 11

VII. INVESTMENTS and TRUSTS - income, vatue, transactions (Includes those of spouse and dependent children; see pp. 14-60 of filing instructions.;

NONE (No reportable income. assets, or transactions.) D

i

l--(1> of reporting penod

(2)

-,ji(including trust assets) reporting period

i: c2) (2) V

(3)al

(4) ---«s) Date ue

··· Gain

,(J-P) (A-H) (ifprivate

o> .,frPlace "(X)" after each assetom prior disclosure !Amount

Code I Identity ofType (e.g., Type (e.g., Value Value

or int.)

L__________ .L____ \\'G_ Ibuy, sell,

Code3 redemption) mmldd/yy Code 2 Code ldiv., rent, Code 2 Method buyer/sellerexempt j ,1(A-H) (J-P)

___j.._____________________ 69. FBR Focus Fund A Sold 615 J A Public Sale

70. Large Cap Growth Equity Portfolio B Int./Div. K T Buy 02107 K

71. Large Cap Growth Equity Portfolio A Sold 7/24 K A Public Sale

72 . Selected American Shares Class S B IntJDiv. K T Buy 02/07 K

73. Selected American Shares Class S A Sold 7/24 K A Public Sale

74. T Rowe Price Cap Appr Adv A lnt./Div. J T Buy 02/07 J

75. T Rowe Price Cap Appr Adv A Sold 7124 J A Public Sale

1 76. Third Aven ue Value Fund B lnt./Div. K T Buy 02107 K

77. Third Avenue Value Fund Sold 6110 K A Public Sale

Thornburg Intl Value Fund Class A B Int./Div. K T Buy 02/07 K

79. Thornburg Intl Value Fund Class A A Sold 10/6 K A Public Sale






85. Calvert Inco ( CFICX) A Int./Div. J T

1. Jncome Gain Cod.es: A =$ 1,000 or less B =$1,001 - $2,500 C =$2.501 • SS,000 D =SS,OOJ -$15,000 E =$15,001 • $50,000 {See Columns BI and 04) F =$50,001- $100,000 G =SJ00.001 -Sl.000.000 HI =$1,000.001 • $5,000,000 H2 =More lhan SS,000,000

2. Value Codes J •$15,000 or less K •$15,001 • $50.000 L =$50,001 - $100,000 M =Sl00,001 • $250,000 {SocColumnsCI andD3) N =$250,001 - $500,000 0 =$500,001 • Sl,000,000 Pl =Sl,000,001 - SS.000,000 P2 =$5,000.001 -$25,000,000

P3 =$25,000,00J • $50,000,000 P4 =More than $50,000,000 3. Value Method Codes Q =Appraisal R-Cost (Real Estate Only) S =Assessment T=CasbMarket

(S<>e Column C2) U =Book Value V=Olher W=Estimatcd-·-L--

-

I hi ;

,

: :- -i--f---1----;;- -

s o_:_•:0_u;_ P_•:_ -f----+----

( l_) ______ 2:::

on

·

s

--3u-)n-·

n

-

g

0r-

e

po-(4--in

-g0

p_e_r

_

i_o

_

d _

__

-

_

-

_

-

_

-(

_

S_)

_--_-_--_ _ I!

!l I - -- - - - - -- --- ------·-· · '------�-----�---�--�----·-- . · - ---- - --- ·---- - ··--

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT McNamara, A. J. 5/5/2010•Page 9of11

VII. INVESTMENTS and TRUSTS - income, vatue, transactions anctudes those of spouse and dependent children: see pp. 34-60 of filing instruc tions.)

D NONE (No reportable income, assets, or transactions.) A. D

Description o f Assets B c

I(includin gtrust ass ets)

Place "(X)" after each as s et Value Value Date Value Gain Identity of Type (e.g., Amount Type (e.g.,

from prior discl osure Code 1 div.,rent, Code 2 b y, sell, mm/dd/yy Code 2 Cod e buyer/sellerMethod 1exempt(A-H) u H (if) private(J-P) (J-P)or in t.) Code 3 redemption) (A-

- tran saction )·· (Q-W)- · --- - ·-·

86. Croft Leomin (CL VFX) A Int.ID iv. J T

87. Hartford SMA (IHSAX) A Int./Div. J T

88. Oppenheimer (OPSIX) A Int./Div. J T

89. Pioneer Cull (CVFCX) A Int./Div. J T Buy 3/13

90. Pioneer Cull (CVFCX)-SOLD A Int./Div. Sold 5/13 J A Public Sale

91. Hartford Cap (ITHAX) A Int./Div. J T

92. Henderson IN (HFOAX) A Int./Div. J T

93. Loomis Sayle (LSBRX) A lnt./Div. K T

94. Oppenheimer (OIBAX) A Int./Div_ J T

95. Royce Low PR (RYLPX) A Int./Div. J T

96. Whitney National Bank (Y) A Interest N T

I. Income Gain Codes:

(See Columns B I and 04)

2. Value Codes

(See Columns CI and 03)

3. Value Method Codes

(See Column C2)

A =$I .ooo orless

F =$50,001 -$100.000

J =$1 S,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 =$I 00,00 I - $1,000,000

K=$!5,00l -$50.000

0 =$500,001 -$1,000,000

R =Cost (Real Estate Only)

V =Other

c =$2.501 • ss.ooo HI =$1,000,001 -$5,000,000

L =$50,001 -SI00,000

PI =Sl.000,001 - $5,000,000

P4 =M ore than $50,000,000

S =Assessment

W=Estimated

0=$5,001 -$15,000

H2 =More than $5,000,000

M =$100,001. $250,000

P2 =$5,000,001

T =Cash Market

E =S 15,00 I - $50,000

-$25,000,000

5/5/2010

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

McNamara, A. J. Page 10of11

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (IndicalepQrlofReporL)

Lines 19-55 were deleted in the Financial Disclosure Report dated April 9, 2009 as amended by letter dated June 22, 2009. Lines 79, 80 and 81 are deleted because on June 11, 2009 [was discharged as the uncompesated administrator in Succession No. I.

. " : . '

Name or Person Reporting Date or Report FINA.NCIAL DISCLOSURE REPORT

Page 11 of 11 McNamara, A. J. 51512010

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 provisions 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 S U.S.C. app. §SOI et. seq., S U.S.C § 7353, and Judicial Conference regulations. .

Signature

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL 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

· niea tates istid out . skrn istril of louisiuna . 500 . lotrus tred . e- ®rleuns . 70130...

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