stephen v wilson financial disclosure report for 2010

8/3/2019 Stephen V Wilson Financial Disclosure Report for 2010

http://slidepdf.com/reader/full/stephen-v-wilson-financial-disclosure-report-for-2010 1/14

FINANCIAL DISCLOSURE REPOR TFOR CALENDAR YEAR 2010

Report Required by the E thicsin Government Act of 1978(5 U.S.C. app. §§ 101-111)

1. Per son R epor ting ( las t name, f ir s t , middle in i t ia l)

W i l so n , S t ep hen V .

4. Tit le (Ar tic le I I I judges ind ica te ac tive or sen ior s ta tus ;magistrate judges indicate full- or part- time)

U.S. Dist r ic t Judge

7. Chamb ers or Off ice Address

U.S. Distr ict Co urt31 2 N. Sp r in g S t ree t , Ro o m 21 7JL o s A n g e l e s , C A 9 0 0 1 2

2. Court or Organizat ion

U.S. District Co urt

! 3 . D a t e o f R e p o r t

05/11/2011

5a. Report Type (check appropriate type)

] N o m i n a t i o n , D a t e

[] Initial [] Annual [] Final

5b. [] Amended Report

8. On the bas is o f the in formation conta ined in ’ this Repor t and anymodif icat ions per taining thereto, i t i s , in my opinion, in com pliancewith appl icab le l aws and regulaf ions .

6. Repor ting Per iod

01/01/2010

to

12/31/2010

Reviewing Of f ice r Date

1 M P O R T A N T N O T E S : T he in s t r uc t ion s accom pan y in g th i s f o r m m us t be f o l low ea~ C om pl e te a l l par t s ,

checking 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 . (Report ing individual only; see pp . 9-13 of fi l ing instruct ions.)

~] N O N E (No reportable posit ions.)

POSITION

2.

3.

4.

5.

NAM E OF ORG ANIZATION/ENTITY

I I . A G R E E M E N T S . m e p o , a n g individual on ly ; see pp. 14-16 o f f il ing i ns trucdons.)

~ ~o repor table agreements . )O N E

DATE PARTIES AND TERMS



FINANCIAL DISCLOSURE REPORT

of 14

N a m e o f P e r so n R e p o r t i n g

Wilson , Stephen V.

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

05/11/2011

I II . N O N - IN V E S T M E N T I N C O M E . ( R e p o r a n g i n d i v id u u l a n d s p o u s e ; s e e p p . ~ 7 - ~ 4 offiling instructions.)

A. Flier’s Non-Investm ent Income

~] ~o reportable i ncome, )ONE non- inves tment

DATE SOURCE AND TYPE I N C O M E( y o ur s , n o t s p o us e ’ s )

B . S p o u s e ’ s N o n - I n v e s tm e n t I n c o m e - If you were m arried during any portion of the reporting year, complete this sect ion .

(Dollar amount not required except for honoraria.)

~] N O N E (No reportable non-investment income.)

DATE SOURCE AND TYPE

1 .

2.

3.

4.

I V . R E I M B U R S E M E N T S - t r a n s p o n a a o n , lodging, food, e n t e r t a i n m e n t .

(Includes those to spouse and dependent children; see pp. 25-27 o filling instructions.)

~] (No repor tab le re imbursem ents .)ONE

2.

3.

4.

5.

SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED




P a g e 3 o f 1 4

N a m e o f Pe r s on R e p o r t i n g

W i l s o n , S t e p h e n V .

Date of Report

05/11/2011

V . G I F T S . ( lncludesthosetospouseanddependentchi ldren;seepp. 28-31 off!l inginstruct ions.)

N O N E (No repo rtable gifts.)

SOU R C E D E SC R I P TI ON

1 .

2.

3.

4.

5.

VALUE

V I . L I A B I L I T I E S . a n et nd e ~ t h o ~ e o l s p o n s e n n d dependent children; see p p . 3 2 - 3 3 of filing instructions.)

[] (No reportab le l iabi lit ies. )O N E

C R E D I T O R D E SC R I P TI ON

1 . N or th Fork Bank mo rtg ag e - rea l e s t a t e (C ap r i )

2.

3.

4.

5.

VALUECODE

P2




of 14


Wilson , Stephen V.


05/11/2011

V I I . I N V E S T M E N T S a n d T R U S T S - ~ n e o m e , v a lu e , transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

D NONE(No repo r table i ncome, asse t s , or t ransact ions .)

1. El Dorado - Real Estate-Partner

2. Harb or City Mob ile Park - Partner

3. Sandpiper LTD -

4. Capital - Partner

5. Capr i - N Y

6. M alibu (NY)

7. BONDS:

8. State of Israel B ond

9. City Natl Bank Ckg Acct

1 0 . City Natl Bank Ckg Acct #2

1 1 . B R O K E R A G E A C C T # 1

1 2 . UB H ig hma rk Div . MM

1 3 . CAStGO

1 4 . LA CA Uni Scl Dist

1 5 . Alameda Cnty Pension Plan

1 6 . Bald win Park CA Uni Schl Dist

1 7 . CA St. Rev Antics NTS

D D i v i d en d O W

D D i v i d en d M W

D D i v i d en d M W

C D i v i d en d M W

G R e n t P2 W

E Rent P1 W

Interest

N o n e J

N o n e K

N o n e L

N o n e M

N o n e L

N o n e M

N o n e L

N o n e

T

T

T

T

T

T

T

Redeemed

Redeemed

02/01/10

06/23 /10

*see explanation

* s e e e x p l a n a t i o n

1 . I ncome G ain C odes :

~See C o lumns BI and D41

2.Value C odes

(See C olumns C I and D3 )

3.Value Method C odes

(Se e Co lu m n C2)

A =$1.000 or less

=$50.001 - $100.000

=$|5~000 or less

N =$250.001 - $500.000

P3 =$25,000.001 - $50.000.000

Q =Appraisal

U = Book Value

B =$ 1 .0 0 1 - $ 2 .5 0 0

G =$ 1 0 0 .0 0 1 - $ 1 .0 0 0 .0 0 0

K = $ 1 5 . 0 0 1 - $ 5 0 .0 0 0

O =$ 5 0 0 .0 0 1 - $ 1 .0 0 0 .0 0 0

R =C o s t ( R ea l E s t a t e O n ly )

v = O t h e r

C = $ 2 .50 1 - $ 5 . ( ~0

n I =$1.000.001 - $5.000.000

L =$50.001 - $100,000

PI =$1.000.001 - $5.000.000

?4 =Mo re than $50.000.000

S = A s s es s men t

W -Estimated

D =$5.001 - $15,000

H2 = M or e lhan $ 5 .0 0 ~0 00

M=$1 00.001 -$25 0.000

P2 =$5.060.001- $25.000.000

T = C a s h M a r k ~

E =$15.001- $50,000




of 14

N a m e o f P e r s o n Repor ting

W i l s o n , S t e p h e n V .

Date of R e p o r t

05/11/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a t n c , t ransact ions ( Includes those o f spouse and dependen t ch i ldren; see pp . 34-60 of filit~g instructions.)

[] NONE(No reportable income, assets, or transactions.)

1 8 . C A S T R A N S N o n e O

1 9 . B R O K E R A G E A C C T # 2

20 . M S S B M M F u n d s N o n e O

21 . Fed N a t l Mtg . Assoc N o n e

22 . F H L M C N o n e

23 . G N M A N o n e L

24 . B R O K E R A G E A C C T # 3

25 . IRA - Cha r t e r Pr ime M M Fund N o n e P1

26. C NI Gov’t M M N o n e P1

27 . C A S T B o n d s N o n e M

28 . Al ly Bk M idva l e Utah CD N o n e

29 . B a n k A m e r i c a C h a r N C C D N o n e

30 . S t an d a r d B k & T r C o I L C D N o n e

31 . Midf i r s t Bk Ok la C i t y CD N o n e

32 . C A S T G O B o n d s N o n e L

33 . US T reas B ill N o n e O

34 . B R O K E R A G E A C C T # 4

T

T

T

T

T

B uy 11/23/10 O

R e d e e m e d 0 8/1 3/1 0 M

R e d e e m e d 0 6 /1 5 /1 0 L

R e d e e m e d 12/20/10 L

(part)

R e d e e m e d 0 8/20 /1 0 M

R e d e e m e d 0 8/1 9 /1 0 M

R e d e e m e d 0 8/1 9 /1 0 M

R e d e e m e d 11/12/10 M

B uy 08/20/10 O

1 . lnC rm e G ain C odes: A = $L000 o~ less

( s e e C o u m n s B a n d D 4 ) F --$5 0 ,001 - $ I00 ,000

2. Value Codes J =$15,000 or less

(Se e Co lu m n s CI a n d D 3) N =$250,001 - $500.000

P3 =$25,000.001 - $ 50,000,000

3 . Value Method C odes Q =Appraisal

(Se e Co h lm n C2) U = Book Value

B =$1,001 - $2,500 C =$2,501 r $5,000 D =$ 5 1 0 0 1 - $ 1 5 ,0 0 0

G =$ 10 0,0 01 - $ 1.0 00,0 00 H 1 = $1 0 00 001 - $ 5 00 0,0 00 H2 = M or e than $ 5 ,0 0 0 .0 0 0

K = $ i 5 , O O l : $ ~ 0 1 0 0 0

0 =$500~001 2 $1,000,000 P 1 ~ $ L O 0 0 ;O O i ~ $ 5 ,0 0 0 i0 0 0 P 2 ~ $ 5 ; 0 0 0 i 0 0 1 ~ $ 2 5 i 0 0 0 , 0 0 0

R =C ost(R eal E State O nly) S =A Sses ~ m ~i

V =Othe r W =E s t im a te d

E =$1 5 ,001 - $5 0 ,000




of 14


W ilson , Stephen V.


05/1U2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v u l u e , ~ a ~ u c t i o n s a n e i u d e s t h o s e of p o u s e a n d dependent children; s e e p p . 3 4 - 6 0 of filing instructions.)

[] NONE(No repo r table i ncome, asse t s , or t ransact ions .)

35 . CA ST RFDG None L

36. C A S T V a r P u rp None L

37. CA ST RFDG None L

38 . CA ST Var Purp None L

39. CA ST None L

40. CA GO None L

41. CA ST Econom ic Rec Ser None M

42. CA St V ar Purp None K

43. CA St Antic None

44. RMA Fund Inc None K

45 . CA ST None M

46. B R O K E R A G E A C C T # 5

47 . CA ST GO None N

48 . JP M organ Dep Acct None M

49 . State of CA None M

50 . Puerto Rico Comw lth None

51 . Bank BarodaNY None

T

T

T

T

T

T

T

T

T

T

T

T

T

Redeemed

B uy

Redeemed 10/01/10

Redeemed 0 3 / 1 1 / 1 0

06/23/10 M

K

11/19/10 M

L

J

* s e e e x p l a n a t i o n

1. I n c o m e G a i n C o d e s : A =$1.000 or less B =$1.001 - $2.500

(See Columns BI and D41 F =$ 50.001 - $ 100.000 G = $ 100.001 - $1 .000,000

2. Value Codes I =$15.000 or less K =$15.001 - $50.000

lSee C olu nm s C I a nd D 3) N = $2 50 ,001 - $ 50 0.00 0 O =$5 00,001 - $1.000.000

P3 =$25.000.001 - $50,000,0003 . Value Method C odes Q =Appraisal R = C os t ( R ea l Es t a t e On ly )

(See Cohlmn C2) U = Book Value V =Othe r

C =$ 2 .5 0t - $5 .000 D =$5.001 - $15,000

H t = $1 ,0 00 .0 01 - $ 5. 00 0. 00 0 H 2 = M or e th an $ 5. 00 0. 0~ 0

L =$50.001 - $100.000 M =$100.001 - $250,000

PI =$1.000.00t - $5,000.000 P2 =$5.000~001 - $25.000.000

P4 =More than $50.000.000

S = A s s es s men t T =Ca s h Ma rke t

W =Estimated

E --$15.001 - $50,000




of 14


Wilson, Stephen V.


05/11/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a l u e , transactions (Includes those o f spouse and dependent children; see pp . 34-60 of filing instructions.)

[-~ N O N E (No reportable income, assets, or transactions.)

52 . C A St R e v A n tic s C S N T S N o n e

53 . C A S T R F D G N o n e L

54 . U S Tr eas Nt s N o n e M

55 . C A S T N o n e L

56 . T o p S hip s In c N o n e K

57 . B R O K E R A G E A C C T # 6

58 . C e n t e n n ia l C A - n a m e c h a n g e d t o A G E B k N o n e J

Sept.08

59 . CA STRFDG N o n e L

60 . C A S T V a t P u r p N o n e M

61 . C A S T V a r P u r p N o n e M

62 . C A S T F G IC N o n e L

63 . O a k l a n d C A S e t N o n e

64 . C e n tra l C A JT N o n e K

65 . F ed l H m L n B k N o n e K

66 . U S T rea s N o n e K


68 . C A S T V a r P u r p N o n e K

T

T

T

T

T

T

T

T

T

T

T

T

T

T

Redeemed 06/23/10 J

Redeemed 09/07/10 K

*see exp l ana t i on




1 . I ncome G ain C odes : A =$1.000 or less B =$1.001 - $2,500

( See C o lumns B1 and D4) F = $50.001 - $ 100,000 G = $100.001 - $1 .000.000

2 . Value C odes J =$15,000 or less K =$15.001 - $50,000

(Se e Co lu m n s CI a n d D 3) N =$ 25 0,001 - $ 500.000 O =$5 00.001 - $1 ,000.000

P3 =$25.000.001 - $50.000.000

3 . Value Method C odes Q =Appraisal R = C os t ( R ea l Es ta t e On ly )

(Se e Co lu m n C2) U = Book Value V = Other

C =$2.501 - $5.000 D =$5.001 - $!5.000

HI =$1,000.001 - $5,009.000 H2 =More than $5.000.000

L =$50.001 - $100,000 M = $ 10 0 ,0 0 1 -$ 2 50 ,0 00

PI =$1,000,001 - $5 ,000.000 p2 =$5,000,001 -$25,000.000

P4 =M ore than $50,000.000

S = A s s es s men t 1 " - ~ C a s h M a r k e t

W =Estimated

E =$15.001 - $50,000




of 14

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

W ilson, Stephen V.


05/11/2011

V I I . I N V E S T M E N T S a n d T R U S T S - - i n c o m e , v u t u e , ~ u . ~ u c t io n s a n c l u d e s t h o s e o l s p o u s e a n d dependent children; see p p . 3 4 - 6 0 of filing instructions.)

[] NONE(No reportable income, assets, or transactions.)

69 . F r e m o n t C A C T F N o n e K T

70 . C A S T R F D O N o n e L T ¯ B uy 03 /01 /10 L

( add’ l )

71 . Unive rs it y CA RV S N o n e K T

72 . L as V irg e n e s C A Un i Schl N o n e K T

73 . C A S T N o n e K T

74 . C A S T N o n e K T

75 . L A C A Dep t W ater N o n e K T

76 . C A S T N o n e M T

77 . C A S T V a r P u rp N o n e M T

78 . C A S T R F D G B E N o n e L T

79 . C A ST R F DG B E N o n e K T

80 . A B C C A U n i f i e d SD N o n e K T

81 . C A ST U N R E F B a l- R ef N o n e K T B uy 03/09/10 K

( add’ l )

82 . ’ ..... K T B uy 0 6 /1 7 /1 0 K

(ad d ’ l )

83 . C A ST W ater R es De v-Ser N o n e K T

84 . C A ST R ev A ntic N T S N o n e R e d e e m e d 05/25/10 L

85 . C A S T N o n e L T B uy 102/02/10 L


1. Incom e G ain C odes: A =$ L000 or less B =$l.001 - $2.500 C =$2.501 - $5,000 D =$5.001 - $15.000

l S e e C o l u m n s 1 3 , 1 a n d D 4 1 F =$50,001 - $100.000 G =$100.00t - $1.000.000 HI =$1.000.001 - $5.0~0.000 H2 =More than $5,000.000

2. Value Codes J = $ 15 .000 o r le ss K = $ 15 .001 - $ 50.000 L = $ 5 0 . 0 0 1 - $ 1 0 0 . 0 01 3 M =$100.001 - $250.000

ISe e Co lu m n s CI a n d D 3) N =$250.001 - $ 500.000 O = $ 500.001 - $1 ,000.000 PI =$1,000.001 - $5.000,000 P2 =$5.000.001 - $ 2 5 . 0 0 0 , 0 0 0

P3 =$25.000.001 - $50,000.00~ P4 =M ore than $50.000.000

3 . Value Method C odes Q =Appraisal R -~ o s t (Re a l E s ta te On ly) S = A s s es s men t T =Ca s h Ma rke t

(Se e Co lu m n C2) U =Book VaIue V =Othe r W = Es t imated

E =$ 1 5 .0 0 1 - $ 5 0 .0 0 0




of 14


Wilson , Stephen V.


05/11/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o , ~ e , v a l u e , t , o n s a c t io , ~ a n c t u d e s th o s e o I s v o u ~ e o n a a e p e n ~ e n t c h n ~ r e n ; s e e , , . 3 4 - 6 0 of filing instructions.)

~] NONE i ncome, a sse t s , or t ransact ions . )V o reportable

86 . S a c r am e n t o C A C i t y N o n e K

87 . ’ ..... L

88 . L o s R io s C A C m n ty N o n e K

89 . L o s R io s C A C m n ty N o n e K

90 . C A S T N o n e K

91 . C A S T G O N o n e K

92 . B R O K E R A G E A C C T # 7

93 . C i t i b a n k Bk D e p P r o g r a m N o n e J


T

T

T

T

T

T

T

T

B u y 05/17/10 K

B u y 09/22/10 L

( ad d ’ l )

B u y l l /10 /10 K

B u y I 1/18/I0 K

B uy 0 1 /0 7 /1 0(ad d ’ l )

* see exp lan a t io n

* see exp lan a t io n

95 . C A ST Var P u rp N o n e K

96 . C A C T V a r P u rp N o n e L

97 . C A ST Var P u rp N o n e L

98 . C A ST N o n e M

T

T

T

T

99 . C A ST V a r P u rp N o n e O

1 0 0 . C A S T N o n e M

T

T

1 0 1 . C A S T V a r P u r p N o n e

! 0 2 . C A S T R E V A N T I C N o n e

M

Redeemed 05/25/10 M

1. Incom e G ain C odes: A = $1 .000 o r le ss B =$1.001 - $2.500

(See C olum ns B 1 andD4 ~ F = $ 50.001 - $ 100.000 G = $ 100,001 - $1 ,000.000

2. Value Codes J =$15.000 or less K =$15.001 - $50.000

(Se e Co lu m n s CI a n d D 3) N =$250.001 - $500.000 O =$500.00t - $1.000.000

P3 =$25.000.001 - $5 0,000.000

3 . Value Method C odes Q =Appraisal R = C os t ( R ea l Es t a t e On ly )

(Se e Co lu m n C2) U = Book Value V =Othe r

C = $ 2 . 5 0 1 - $ 5 . 0 0 0

H 1 =$ 1 .0 0 0 .0 0 1 - $ 5 .0 0 0 .0 0 0

L =$ 5 0 .0 0 1 - $ 1 0 0 ,0 0 0

P I =$ 1 .0 0 0 .0 0 1 - $ 5 .0 0 0 .0 0 0

P 4 =Mo r e th an $ 5 0 .0 0 0 .0 0 0

S = A s m s s m e m

W = E s t i m a t e d

D =$ 5 .0 0 1 - $ 1 5 .0 0 0

H 2 =Mo r e th an $ 5 .0 0 0 .0 0 0

M =$ 1 0 0 .0 0 1 - $ 2 5 0 .0 0 0

P 2 =$ 5 .0 0 0 .0 0 1 - $ 2 5 .0 0 0 .0 0 0

T-Cash Market




of 14

N a m e of Person R e p o r t i n g

W ilson, Stephen V .

Date of R e p o r t

05/11/2011

V I I . I N V E S T M E N T S a n d T R U S T S - - income, value, transactions (Includes those of spouse a nd depen dent children; see pp. 34-60 of f iling instructions.)

[] NONE (N o reportable income, assets, or transactions.)

1 0 3 . C A S T R E V A N T I C N o n e

1 0 4 . C A S T N o n e N

1 0 5. B R O K E R A G E A C C T # 8

1 06 . M L Sho rt T erm G lo b a l In c o m e B lac k Ro o k N o n e L

1 0 7 . NY ST Pwr Au th Rev Gen Purp R N o n e

10g . Mutua l Fund - Muni Inv Trus t N o n e M

1 0 9 . C A S T N o n e J

1 1 0 . C A S T N o n e L

1 1 1 . C A S T N o n e L

1 1 2 . C A S T N o n e K

1 1 3 . L A C A N o n e K

1 1 4 . C A S T N o n e K

11 5 . M L B an k USA R A SP C M A F u n d N o n e O

1 1 6 . C ap m a rk B an k M id v a le C D N o n e L

1 1 7 . Sa l l i e M ae Ban k, M . Utah N o n e L

1 1 8 . C A S T R e v A n t i c N T S N o n e

1 1 9 . B R O K E R A G E A C C T # 9

T

T

T

T

T

T

T

T

T

T

R e d e e m e d 06/23/10 M

B uy 11/19/10 N

Redeemed 01/04/10

Redeemed 06/23/10 i M

(S~ Co i f i~ h~ B i a n d D 4 ) F:=$50~001, $100 000 G =$100 001 ~ $1,000,000

2 . Value C odes J =$15~000 or less K =$15.001 ~ $50,000

( See C o lumns C 1 and D3 ) N =$250,001 - $500.000 O = $ 5 0 0 ; 0 0 1 ~ $ 1 ~ 0 0 0 . 0 0 0

P 3 = $ 2 5 , 0 0 0 :0 0 1 ~ $ 5 0 1 0 0 0 , 00 0

3 . Value Method C odes Q =Appraisal R = C os t ( R ea l Es ta t e On ly )

(Se e Co lu m n C2) U : BoOk Value V =Othe r

C = $ 2.501 - $5 .000 D = $5 ,001 - $15 .000 E =$15,001 - $50,000

H 1 =$1,000 001 - $5.000.000 H2 =More than $5.000,000

p ~ = $ i : o 0 o ; 0 o i ~ $ 5 1 0 0 0 1 0 o o : ....p4 =M0re ihan $50~000,000 : ...........

S =Assessment :

W =Estimated :’ ....




of 14


W ilson, Stephen V .


05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a t a e , transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

~] NONE i ncome, a sse t s , or t ransact ions . )N o reportable

120. CW Genl Govt M ny M kt CIB None O

121. CA ST Econom ic None

122. CA ST None L

123. CA STREV None

124. US T B ill None N

125 . ’ ..... None

126. B R O K E R A G E A C C T # 1 0

127. M M Fu nds - RBC None L

128. State of CA G O None L



131. CA ST G O None K

132. CA ST Rev Antic s NTS None

133. State of CA Rev Antics NTS None O

1 3 4 . B R O K E R A G E A C C T # 1 1

135. Pennsylvania ST None M

136. " " M

T

T

T

T

T

T

T

Redeemed 01/04/10 M

Redeemed 06/23/10’ N

B uy 02/26/10 N

Redeemed 08/26/10 N

Redeemed 06/23/10

B uy 11/19/10

O

O

Redeemed 01/08/10 M

(part)

Redeemed 05/10/10 M

(part)

L l n co o . ~ e G a i n C o d e s l A =$1.000 or less

( Se~ ~0 ] umns B 1 a n d D 4 ) F =$50,00! - $100,000

2 , Value C odes J =$15.000 or less

(See C olu mn s C t a nd D3 ) N =$ 25 0,00 1 - $ 500 .000

P3 =$25,000.001 - $ 50.000,000

3 , Value Method C odes Q =Appraisal

(See Co l u m n C2) U = Book Value

B = $ 1 ,001 - $ 2,500 C = $ 2,501 = $ 5,000 D = $5 ,001 - $15 ,000 E ~ 15 ,001 - $ 50,00 0

G =$’t00,001 r $I .000,000 H | =$1 0O0,B01 - $5,000,000 H 2 = M o v e ~ t h a n $ S . 0 0 O , 0 0 0

o=$~oooo -$~ oooobO : ~$:5;000;000p4 --More than $~01000.000 ::

R = C os t ( R ea l Es t a i e on ly ) s =ASsesSment: 7 = C a sh

Ma rke t

V - -Other W - - E s t i m a t e d




of 14


Wilson , Stephen V.


05/11/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v o l u e , ~ u n s u c t i o n s (Includes those of spouse a n d dependent children; see pp. 34-60 o f f i l i n g i n s t r u c t i o n s . )

[] NONE(No reportable incom e, assets, or transactions.)

1 3 7 . I T T C o r p None

138. Genl M trs None

1 3 9 . F T E n h a n c e E q t y None

1 4 0 . G e n e r a l None

141. So. CA None

142.

K

K

J

K

T

T

T

T

Redeemed 10 /21 /10

I. I ncome G ain C odes :

(See Columns B1 and D4

2.Value C odes

{ Se¢ C o lumns C I and D3

3.Value Method C odes

( Se¢ C ohnnn C 2 )

A =$ 1 .0 0 0 o r l e s s B = $ 1 , 0 0 1 - $ 2 , 5 00

F =$ 5 0 .0 0 1 - $ 1 0 0 ,0 0 0 G =$ 1 0 0 .0 0 1 - $ 1 .0 0 0 .0 0 0

J = $ 1 5 .00 0 o r le ss K = $ 1 5 .0 0 1 - $ 5 0 ,0 0 0

N =$ 2 5 0 .0 0 1 - $ 5 0 0 ,0 0 0 O = $5 00 .0 0 t - $ 1 .0 0 0 .0 0 0

P 3 = $ 2 5 . 0 0 0 . 0 0 1 - $ 5 0 .0 0 0 .0 0 0

Q = A p p r a i s a l R =C o s t ( R ea l E s t a t e O n ly )

U = B o o k V a I u ¢ V = O t h e r

C =$2.501 - $5.000 D =$5.001 - $15.000

H 1 =$1.000.001 - $5.000.000 H2 = More than $5.000,000

L =$56.001 - $100.000 M =$1 00.001 - $250.000

P I =$ 1 .0 00 .0 01 - $5 .0 00 .0 00 P 2 = $5 .0 00 ~0 01 - $2 5. 00 0. 00 0

P4 =More than $50,000,000

S =As s e s s m e m T -~2 as h Mar k e t

W = Es t imated

E =$ 1 5 ,0 0 1 - $ 5 0 ,0 0 0



FINANCIAL DISCLOSURE REPOR T

P a g e 1 3 o f 1 4

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

W ilson, Stephen V.


05/11/2011

V I II . A D D IT I O N A L I N F O R M A T I O N O R E X P L A N A T I O N S . andicntepnn of report.)

L i n e 9 : Hav e n o t r ep o r t ed t h is ac c o u n t p r ev i o u s l y Th i s ac c o u n t was o p en ed i n 20 0 3

L i n e 1 0 : Hav e n o t r ep o r t ed t h is ac c o u n t p r ev i o u s l y .

Line 47 Nam e changed f rom BS Fe d Fund to JP M organ Dep . Acc t . p r ev ious ly under b rokerage acc t #12 t r ans f er r ed to b rokerage acc t # 5L in e 52- 55 T his was p rev io us ly l i s t ed un d er b ro kerag e ac c t #1 2 - - a l l fun d s t ran s fe r red f ro m b ro kerag e acco un t #1 2 to b ro kerag e acc t #5

L in e 6 9 - - C A Sta te RFDG : in l as t year ’s rep o r t l i s t ed th is s ep ara te ly o n l in es 88 /9 9 /1 0 8 . - - th i s sho u ld be l i s t ed as o n e acco un t wi th p ar t i a l s e ll in g /buyin g .

L in e 89 : sho u ld have been o n l as t year ’s rep o r t - - was o n p r io r rep o r t (20 0 8)

Line 90 : should have b een on las t year ’ s r epor t . In Jan . 2010 bough t add i t ional .




of 14


W ilson, Stephen V.

Date of Report

05/11/2011

IX. CERTIFICATION.

1 c e r t i f y t h a t a l l in f o r m a t i o n g i v e n a b o v e ( i n c lu d i n g i n f o r m a t i o n p e r t a i n in 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 t e , tr 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 ef , 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 hh e l d b e c a u s e i t m e t a p p l i c a b l e s t a tu t o r y

p r o v i s i o n s p e r mi t t i n g n o n -d i sc l o su r e .

I f u r t he r c e r t i fy 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 n

co mp l ian ce wi th the p ro v i s io n s o f 5 U.So C . ap p . § 50 1 e t . s eq . , 5 U.S .C . § 7353, an d Jud ic ia l C o n fe ren ce reg u la t io n s .

Signature: S] Stephen V . Wilson

N O T E : A N Y I N D IV I D UA L W H O K N O W I N G L Y A N D W I L F U LL Y F A L S I F I E S O R F A I L S T O F I L E T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U .S . C . ap p . § 1 0 4 )

C o m m i tt e e on F i na nc i a l D is c l o s u reAdm ini s t ra t i ve Off i ce o f the Uni t ed St a tes Co ur t sSui te 2-301O n e C o l u m b u s C i r c le , N . E .W a s h i ng t on , D . C . 20 5 4 4

stephen v wilson financial disclosure report for 2010

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