8/3/2019 Philip R Martinez Financial Disclosure Report for 2009

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" ao I0 FINANCIAL DISCLOSURE REPORT R e p o r t R e q u i r e d b y t h e E t h i c sin Government Act of 1978Rev. 1/2010 FOR CALEND AR YEAR 2009 (5 u.s.c, app. k ~01-11#L Person R epor t ing ( las t name, f i r s t , middle in i t ia l) 2. C o u r t o r O rg an iza tion 3 . D ate o f R e p o r tMa r t in e z , P h i l i p R . U. S .D i s t r i c t C ou r t -W . D . Te x a s 06/07/2010

4 , T i t l e ( A r t i c l e I I I j u d g e s i n d i c a t e a c t i v e o r s e n i o r s t a t u s ; [ 5 a . R e p o r t T y p e ( c h e c k a p p r o p r i a t e ty p e ) 6 . R epo r t i ng Pe r i odm a g i s t r a t e ju d g e s i n d i c a t e f u l l - o r p a r t - t i m e ) [ - - q Nom i na t i on , D a t e 01/01/2009U.S.D i s t r i c t J udge t . . . _a[-- ] In i t i al -t.z..a~ A n n u a l [] Final to] 2/31/20095 b. [ ] Am e n d e d R e p o r t7 . C h a m b e r s o r O f f ic e A d d r e s s 8 , O n t h e b a s i s o f t h e i n f o r m a t i o n c o n t a i n e d i n t h i s R e p o r t a n d a n ym o d i f i c a t i o n s p e r t a i n i n g t h e r e t o , i t i s , i n m y o p i n i o n , in c o m p l i a n c e511 E. San Antonio Ave. w i t h a p p l ic a b l e l a w s a n d r e g u l a t io n s .Co ur t r o o m 2El P a s o , T X 7 990 1 R ev i ew ing O f f i ce r D a t e

I M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete alt parts,checMn g 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 . (Reporting individual only; see pp. 9-13 of f i l ing instructions.)NO NE (No reportable positions.)

POSITION N A M E O F O R G A N I ZA T IO N / E N T JT y1 .

I I . A G R E E M E N T S . (Report ing indiv idual onty ; seepp. 14-16 of f ! l ing ins true t ions , ) ~ " - "NONE (No reportable agreements.) .... o r "

DATE PA R TI ES A N D TER M S]. 2002 Te x a s C ou n t y a nd D i s t r i c t R e t i r e m e n t S ys t e m ; pe ns i on2, 2002 E m pl oye e s R e t i r e m e n t S ys t e m o f Te x a s ; p e n s i on

8/3/2019 Philip R Martinez Financial Disclosure Report for 2009

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I lL N O N - IN V E S T M E N T I N C O M E . ~ n e p o r a n g individ~ai ands, .... ; see pp. 17-24 of f iling instructions.)A. Fi ler ,s Non-Investmen t Income

N O N E ( N o reportable non-investment income.)

DATE SOURCE AND TYPE I N C O M E(yours , no t spouses )I.

2.

3.4.

B . S p o u s e s N o n - I n v e s t m e n t In c o m e - i f you wer e married during any port ion of the repo rt ing year , comp l e t e this section(Dollar amount not required except for honoraria.)

[] NO NE (No reportable non-investment income.)DATE SOURCE AND TYPE

1. 2009 E 1 Pa s o Inde pe nde n t S ch oo l D i s t ri c t2.

3.

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I V . R E I M B U R S E M E N T S -- t ra .spo r t , t ion, lodg i .g , loo d, e.tert.i .... ,( I nc l u d e s t h o s 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 - 27 o f f i l in g i n s t ru c t i o n s . )[ - - - - ] N O N E ( N o reportable reimbursements.)

SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED1 . Am e r i ca n B a r As s o . 7130 - 8 /312009 C h i ca go , IL A n n u a l M e e t i n g F e d e r a l T r a n s p o r t a t io n & Me a l sT r i a l Ju d g e s C o n f e r e n c e2. S t a t e B a r o f Te x a s 913 - 9/412009 S a n A n to n io , T X Te x a s Mi no r i t y C ou ns e l T r a n s p o r t a t io n & Me a l sP r o g r a m S p e a k e r3. Au s ti n AIPL A 11113 - 1 I /1412009 Austin , TX F e d e r a l J u d g e s L o d g i n g , T r a n s p o r t a io n & M e a l sAppr e c i a t i on D i nne r4.5.

8/3/2019 Philip R Martinez Financial Disclosure Report for 2009

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Name of Person Reporting Date of Report" FI N AN C I ALp a g e 3 o f 6 DI S C LOS U R E R E PO R T M a r t in e z , P h i l ip R . 0 6 / 0 7 / 2 0 1 0

~ N O N E ~ V o reportable g~s.)SO U R C ~ D E SCR IP TIO N V A LU E

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VL LI~ILITIES. a,a,~, ~o,~ o~o,~ ,,~ ~,,, ~,; ~,~ ~. ~2-~ o~ ~,~o.~~ N O N E ~ o repomable liabilities.)

C R E D I T O R D E S C R I P T I O N V A L U E C O D E1 . U S ~ p t o f E d u c a t i o n ~ucafion Lo~ j2.3 .4.

5.

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"FINANCIAL DISCLOSURE REPORT I ameofPerson Reporting Date of ReportP a g e 4 o f6 [ Ma r t i ne z , Ph i l i p R . 06/07/2010

~ N O N E ( N o rep o r ta b l e i ncome , a s se ts , o r t ra nsa c t ions . )D~riplion of Asse~ I n c o m e d ~ i n g G r o s s v a l u e a t e n d T r ~ s a c f io n s d u r i n g r e p o r t i n g ~ 6 o d0 n c l u d i ~ g ~ s l ~ s e t s ) ~ r~ing ~fiod o f ~ p o r t i n g

( 2 ) O) (2) (t) (2) ~ (3) ~)Plaoe " (X)" af ter ~h asse ~ ,~o~t T)~e (e.g., Value Value T~e (e .g . , Date Value Oain Identitye x e m p t f r o m p r i o r ~ s c l o s um C o d e 1 d i v . , r a n k C o d e 2 M e ~ o d buy , se l! , ~/d~ Code 2 Code I b u y e r ! s e t l ~~ _~

(A-~ o r in t .) ( I -P )I Code(Q.W)3

r e d e m p t i o n )~ (J-P) ~ (A-H) t ~ n s a e ~ i o n ) ( i f p r i ~ e

t. IRA#1 ~r~itionat) ..2. American F~ds-W~hiugton Mutual B D i v i d e n d L TInvesto~"~ . ~ed~n Funds-Europacific Growth Fund B D i v i d e n d L T4. IRA#2 (P.oth)

5. A me r ic a n Fun d s - in v e s tme n t Co . o f A me r ic a A D i v i d e n d J T6. Am e r i ca n F u nds -Ne w Pe r s pe c t i ve F u nd A D i v i d e n d J T7 . W e l l s F a r go Advi s o r s Mone y Ma r k e t F und A I n t e r e s t J T8. T e a c he r R e t i r e me n t S y s te m o f T e xa s N o n e K T

1 0 .1 1 .

I2.

1 3 .1 4 .

1 5 .

( See Co l um i ~s BI a nd D 4 ) F = $ 5 0 . 0 0 1 - $ 1 0 0 , 0 0 0 G =$100.001 - $1 ,0~ ,000 H I ~ - $ ] . 0 0 0 , 0 0 1 * $ 5 ,0 0 0 . 0 0 ~ ) 1 - 1 2 = M o r ~ t h a n $ 5 , 0 0 0 , 1 3 0 02. Value Codes . I = $ 1 5 , 0 0 0 o r l e S s K ~ $ 1 5 , 0 0 1 - $ 5 0 ,0 0 1 ) L = $ 5 0 , 1 D 0 1 - $ 1 0 0 , 0 0 0 M ~$100,00I - $250,000($ e Cdtar , ns 121 a n d D 3 ) N =$250,001 - $500,000 O =$500,001 - $1,000,000 P] =St,000,001 - $5,000,00~ P 2 = $ 5 , 0 0 0 . 0 0 1 - $ 2 5 , C 4 3 0 , 0 0 0P 3 = $ 2 5 , 0 0 0 , 0 0 i - $ 5 0 . 0 0 0 . 1 X ) 0 P 4 = M o r e th a r ~ $ 5 0 , 0 0 0 , 0 0 03. Va l ue M et ho d Co deS Q ~ A p p r a i s a] R ~Cost (Real Estate Only) S = A s s e s s, m e n ~ T , ~ 7 ~ s h M a r k et( S e e 1 2 o l u m n C 2 ) L I = B o o k V a l u e V --O the r W = E st im ate d

8/3/2019 Philip R Martinez Financial Disclosure Report for 2009

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"FINANCIAL DISCLOSURE REPORT ~ , ~ e o f e e ~ o . Reporting DateofReportPage 5 of 6 Martinez, Phi l ip R. 06/07/2010

V I II . A D D IT I O N A L I N FO R M A T I O N O R EX PL A N A T I O N S.

R e ga r d i ng Pa r t VI I , L i ne 7 : P l e a s e no t e t h a t t h e O ppe nh e i m e r -C e n t e nn i a l F u nds Mone y Ma r k e t Accou n t h a s now ch a nge d t o t h e W e l l s F a r go Advi i s o r s Mone yMa r k e t Accou n t f r om t h e l a s t r e po r t . D u r i ng t h e i n t e r i m , t h e F u nd w a s once m a na ge d b y A. G. E dwa r ds , s u b s e q u e n t l y by W a e h ov i a , a nd m os t r e ce n t l y by W e l l sF a r go Advi s o r s . B e ca u s e t h e W e l l s F a r go Mone y M a r k e t Fu nd i s a s we e p a ccou n t , re t u r n s a r e now ch a r a c t e r i z e d a s " In t e r e s t " a nd no t " D i v i de nds " .

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FINANCIAL DISCLOSURE REPORT . ~ e o f P c .... R e p o r t i n g Date otReportP a g e 6 o f 6 M a r t i n e z , P h i l i p R , 06/07 /2 010IX. CERTIFICATION.

I c e r ti f y t h a t a ll i n f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , i f a n y) i sa c c u r a te , t r u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d b e c a u s e i t m e t a p p l i c a bl e s t a t u t o r y,p r o v i s i o n s p e r m i t t i n g n o n - d i s c l o s u r e .

I f u r t h e r ce r t i f y t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f t s w h i c h h a v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S .C . a p p . 5 0 1 e t . s e q , 5 U .S . C . 7 3 5 3 , a n d J u d i c ia l C o n f e r e n c e r e g u l a t io n s .

Signatu

N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L YA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

FILING INSTRUCTIONSM a i l s ig n a e d o r i g i n a l a n d 3 a d d i t io n a l c o p i e s t o :

C o m m i tt e e o n F i n a n c i a l D i s c lo s u r eA d m i n i s t ra t i v e O f f i c e o f t h e U n i t e d S t a t e s C o u r t sS u i t e 2 - 3 0 1O n e C o l u m b u s C i r c le , N .E .W a s h i n g t o n , D .C . 2 0 54 4