David S Cercone Financial Disclosure Report for 2009

8/3/2019 David S Cercone Financial Disclosure Report for 2009

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I A o t o FINANCIAL D! SCLOSURE 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 CALENDAR YEAR 2009 (5 us.c app. IOl.l l l)I . Per lon R eport ing ( last name . f i rs t , middle in i l ia l ) 2. Coat i o r Org,nlzat lonCercone, David S. USDC, WDPA 05/5/2010

4. T i t le (~ ic le I l l judg~ indicate ~c t iv or se nior s l~ tus; ~. Repo~ Type [check ~ropri~ ~) 6. R~po~l~ Perl~magis~Ic judges indics~ ~1I- or p~-d~)~ Nomination, D a l e 0~/01/2~9U.S. D i s ~ ctJ u d g e -A c dv e ] ~ In it i al ~ A~ual ~ Fin.l to12/3 I/2~9

7. Ch~mben or O~ce Addrrs~ 8 . O n l h e b a ~ o f l e e I n f o r m ~ l l o a o n t z l n ~ I n l h l s R e p o ~ z n d ~ n ym~lflc~l~n~

S~it~ 7270, 7~ G~I Sff~t with ~ppllc~bl I~wl ~nd regulmllo~l.U.S. C0unho~Pit.burgh, PA 15219 Reviewing O ff icer

IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts,checlclng the NONE b ox for each part where you ha ve n o reportable information. Sign on last page.

I . P O S I T I O N S . ( R e ~ , o .~ x~ N O N E (No reportablepositiom.)

pOSITION NAME OF ORGANIZATION~NTI~I. Dir~tor Boys and Gir ls Club o f Western Pcnnsylvani~2. Cust~ian Account #I

~ NONE (No reportable agreements.) ~ ~PARTIES AND TE~m ~

1.2~2 Administrative Office of PA Coups - eligible to receive health care ~nefits For life

2.2~3 Pa. State Employees Retirement System - elected to r~eive montly penmon payment for life3.


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N ~ m t o f P e r s o n R e p o r t in g D i r e o f R e p o r tF IN A N C IA L DI S C LO S U R E R E P O R T C e r c o , e . a , .i a s . o s / u z 0 1 oPa g e 2 o f 6

A . Fi lers No n-Investment IncomeNONE (No reportable non-investment income.)

DATE SOURCE AND TYPE INCOME(yours, no t swouses)I, 2009 University of Pittsburgh - teaching salary $14,200.00

2.2009 PA. State Employees Retirement System - pension $34,966.00

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B. Spouses N o n - I n v e s t m e n t I n c o m e - If you were married d~ rtng any porffon of the rrporang yeor, complete( D o l la r o m o ~ n t n o t r e q u i r e d e x c e ~ f o r h o n o r a r Y )

~ NO~ ~o reportable non-investment income.)~ SO~CE A~ ~PE

I. 2~ Admini~r~tive O~ce of PA Courts - mngistefial dis~ct judge~ s~l~2.

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I V . R E I M B U R S E M E N T S - ~ . .. . o .o ,~ , ~ ~ o a ~ , /o o d , , ~ o , . t. ~ e . i(Includa~ those to xpouse and dependent children," see pp. 2J .2 7 offlll~g Instructions.)

NONE (No reportable reimbursements.)SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED

I.2.3 .4 .5.


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N ~ m e o f P e r s o n R e p o r ~ ln E D ~ t e o f R c p o r ~FIN~CIAL DISCLOSU~ ~PORTc , ~ ,o , ,. D a v i d S . 0 ~ / 5 ~ 0 1 0age 3 of 6

~ N O N E (No reportable g~.)~ DESCRI~ION

I.2.3.4.5.

V I . L I A B I L I T I E S . a . ~ t . d . , ,~ o ~ o o f . to . s , o , , ~ ,~ o r o . , ~ o ~ , , ~ , d . . : ,o . r e . J z - ~ J o / ] .1 ~ e I ~ , .~ , ~ o ~[ - - - - ] N O N E (No reportab le liabilities.)

I. Chase Home Financ~ Mortgage on Rental Property Naples, FL (Pt. VII, line 17) M2. Allegheny Valley Bank of Pittsburgh Bank Joan K3.4.5.


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N a m e o f P e r s o n R e p o r t |r i g [ D a l e o f R e p o r ~P a g c F I N A N C I A L 4 o f 6 D I S C L O S U R E R E P O R T C e r c o n e , V , v , d S . IV I I. IN V E S T M E N T S a n d T R U S T S - l .o o m . , ~ o t .e , r . u . * a . lo . , a ~ a ~ , , t ~ o ~ .

N O N E (No reportable income, ~sets, or transactions.)

D e s c r i p t i o n o f A s s c ~ ; l ~ o m d ~ 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 c ~ n i n g ~ r i ~" of I ~- i 6 ~ . . . . . 6~ "Place "(X)" after each asmlm o u n t [ T ~ ( e . g . , V a l u e V a l u e T y ~ ( e . g . , D a t e

c x m p ~ f l o r a p ~ o r d i s c l o s u ~ l C ~ e I [ d i v . , r e n ~ . C ~ e 2 M c ~ h o d buy, sell,~ d R ~ C ~ e 2 i C o d e I buyer/seller~A - H ) or inL) {J-P) C o d e 3 r ~ d e m p f i o n ) (J-P)I. DIa~are T~x Fr~ PA Mural Fund A Dividend K T2. Davis NY Venture Mutual Fund A Dividend K T3 . Waste Management Common Stock A Dividend Sold 3 1 6 1 0 9 ~I A4 . Citizens Bank Accounts A I n t e r e s t K T5 . American Balanced Fund 529B A Dividend l T Sold 1 2 / 1 4 . / 0 9 l A( p a n )6 . A n ~ e r i c a n F u n d s : C a s h M e t . T r u s t o f A D i v i d e n d J T S o l d 7 / 6 / 0 9 l AA m e r i c a - 5 2 9 B ( p a r Q7 . S o l d 1 2 / I 0 / 0 9 J A( p a r t )8. IR A B Dividend M T9 . - American Funds: Bond Fund of America

1 0 . - American Funds: Capital Income Builder1 I. .American Funds: Income Fund of America

1 2 . -American Funds: Cash Mgt . Trust ofAmerica1 3 . American Funds: Income Fund of America A Dividend J T1 4 . Wachovia Bank: Bank Deposit Sweep A I n t e r e s t J TMoney Market1 5 . General Electric None Buy 3 1 6 / 0 9 J1 6 . Sold 3/13/09 J A1 7 . Rental Prop~r~y, Naples, FL (8/I I12003 D R e n t N R$265.000)


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PageFINa~UIAL5 of6 DISCLOSUI~ I~PORT Cercone,

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.


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F IN A N C I AL D IS C LO S U R E R E P O R T ~ .... fp .... R e p o r t i n g [ D a z e o f R e po r tPage 6 of 6 Cercone, David S,I

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I X . C E R T I F I C A T I O N .I certify that all Information given abo ve (includin g information pertaining to m y spouse and minor or dep endent children , If an}) Isaccurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because It met applkable statutoryprovisions permitting non-disclosure,I further cert i fy that earned income from outside employment and honoraria and the acceptance of gif ts which have been reported arc incomp liance with the provh ions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 73 53, and Jud icial Conference regulations.

S ig n a tur e __

NOTE: ANY INDIV IDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS TO FILE TillS REPORT bIAY BE SUBJECT TO CIV ILAND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

FILING INSTRUC TIONSMail signed original and 3 additional cop ies to:

Com mittee on Financial DisclosureAdm inistrative Office of the United States CourtsSuite 2-301One Colum bus Circle, N.E.Washington, D.C. 20544

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David S Cercone Financial Disclosure Report for 2009