12
NME OF ORGAN!ZTION/ENTITY '; l. Report Required by the Ethics FINANCIAL DISCLOSURE REPORT AO JO in Goverment Act of 1978 R1?. J/010 FOR CALENDAR YEAR 2009 (5 U.C app. §§ 101-1 I I) I. Person Reprtin& (last nae, first, middle initial) Scalia, Antonin l. Court or Or&••latlon Supreme Cour of the U.S. l. Date of Report 05/1512010 4. Title (Aricle tll judges indicate active or senior statuˆ; magistrate judges indicate full- or par-time) Associate Justice S•. Report Type (check appropriate ty) D Nomination, Date D Initial 0 Annual D Fmal 6. Rtporla: Period 01/0112009 lo 12/31/2009 Sb. 0 Amended Report 7. Chamben or Ofce Addreu Supreme Court of the U.S. One First Street, N.E. 8. On th• basis or th• information contained In thh Repor and any modifcations ptrt1inine thertto, it b, in my opinion, In compU:n(t with applicable laws and regulations. Washington, D.C. 20543 IORTANT NOTES: The instructions accompan)ing this form must be Jolt owed Complete all parts, checking the NO.VE box for each part where you have no reportable information. Sign on last page. I. POSIT! 0NS. (Reporrg indiviual only; supp. 9·13 of filing instructins.) 0 NONE (o reportable positions. I. Honorar Member U.S. Association of Constitutional Lw Reviewing orncer __ ---- Datt___ 2. Advisory Board Member Temple University Law School Program in People's Republic of China J. 5. II. AGREEMENTS. (Rep11rting individual <nly; see pp. 14-16 of filing instructions.) [ NONE (o reportable agreements. T r·.J PARTIES AND TERMS j •; 2. 3. Scalia, Antonin

FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

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Page 1: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

NbME OF ORGAN!ZATION/ENTITY

';

l.

Report Required by the Ethics FINANCIAL DISCLOSURE REPORT AO JO in Government Act of 1978 R1?V. J/1010 FOR CALENDAR YEAR 2009 (5 U.S.C. app. §§ 101-1 I I)

I. Person Reportin& (last name, first, middle initial)

Scalia, Antonin

l. Court or Or&••lzatlon

Supreme Court of the U.S.

l. Date of Report

05/1512010

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

Associate Justice

S•. Report Type (check appropriate typ<:)

D Nomination, Date

D Initial 0 Annual D Fmal

6. Rtportla: Period

01/0112009 lo

12/31/2009 Sb. 0 Amended Report

7. Chamben or Office Addreu

Supreme Court of the U.S. One First Street, N.E.

8. On th• basis or th• information contained In thh Report and any modifications ptrt1inine thertto, it b, in my opinion, In compU:an(t with applicable laws and regulations.

Washington, D.C. 20543

IIUPORTANT NOTES: The instructions accompan)'ing this form must be Jolt owed. Complete all parts, checking the NO.VE box for each part where you have no reportable information. Sign on last page.

I. POSIT! 0 NS. (Reporring individual only; supp. 9·13 of filing instructions.)

0 NONE (No reportable positions.)

I. Honorary Member U.S. Association of Constitutional Law

Reviewing orncer ___ ----- Datt______

2. Advisory Board Member Temple University Law School Program in People's Republic of China

J.

5.

II. AGREEMENTS. (Rep11rting individual <Jnly; see pp. 14-16 of filing instructions.)

[!2J NONE (No reportable agreements.) TJ

r·.J

PARTIES AND TERMS j •;

2.

3.

Scalia, Antonin

Page 2: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

SOURCE AND TYPE INCOME

SOURCE LO.CATION PROVIDED

Dair of Report Name of Person Rrportlng FINANCIAL DISCLOSURE REPORT

0511512010Scalia, Antonin Page 2of12

III. N0N-INVESTME NT JN CO ME. (Rtporting individual and spouse; stt pp. 17-U of filing irutr-uctions.)

A. Filer's Non-Investment Income

D NONE (No reportable non-investment income.)

I.2009 Duke University School of Law· Teaching

2. 2009 Penn State· Teaching

3.2009 University of San Diego· Teaching

4.2009 West Services, Inc. Book advance and royalties ·

(yours, not spouse's)

$2,500.00

$10,000.00

$7,500.00

$121,535.77

5.2009 W.T. Woodson High School - Donation to charitable organization $250.00

B. Spouse's Non-Investment Income - If you,.,,. ma"ied during anyportion ofrhe reporring ytar, compktl! rhls stcrioo.

(Dollar amount not required exceptfor honoran"a.)

0 NONE (No reportable non-investment income.)

SOURCE AND TYPE

I.

2.

3.

4.

IV• REJ MBURSEMENTS - rransportatlon, lodging, food, tnUrlainmenL

(Includes thore to spouse and dependent children; see pp. 25-27 of filing instrucJiol'IS.)

D NONE (No reportable reimbursements.)

DATES PURPOSE ITEMS PAID OR

American Academy in Berlin September 19-22 Berlin, Germany Speeches Transportation, Food, and Lodging I.

2. Association of Business Trial March JO Los Angeles, CA Speech Transportation, Food Lawyers Los Angeles

3. Creighton University November 19-20 Omaha, NE Lecture Transportation, Food, and Lodging

4. Duke University School of January 29 Durham. NC Teaching Transportation, Food, and Lodging Law

5. Federalist Society April 14 Albuquerque, NM Lectures Transportation, Food, and Lodging

Page 3: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

13.

l>1tr or Report Name or Pen.on Reportinz FINANCIAL DISCLOSURE REPORT

Page 3of12 05/1512010Scalia, Antonin

6. Government of the Republic September 23-24 Warsaw, Poland Speech Transportation, Food, and Lodging of Poland

7. Harvard Alumni Association May 14-15 Brasilia, Brazil Lectures Transportation, Food, and Lodging of Brazil

-------·

8. Institute of American and Talmudic Law

9. Lund University

ID. Mentor Group

January 28 New York, NY Speech

11. Ohio State University

February 12 Lund, Sweden Lectures --·--··---- -- ------

September 16-18 Berlin, Gennany Speeches

November 17 Columbus, OH Lecture

Transportation, Food, and LoJging

Transportation, Fm><l, anJ LoJging

Transportation, Food, and Lodging

Transportation, Food, and Lodging

12. Palm Beach County Bar February 3 West Palm Beach. FL Speech Transportation, Food, and Lodging Association

Penn State July 6-16 Strasbourg, France Teaching -----

14. Pepperdine Universi ty March 9 Malibu, CA

----·

Lectures Transportation, Food, and Lodging

15. Safari Club International January 24 Reno, NV Speech Transportation, Food, and Lodging

16. State Bar of Texas June 26 Dallas, TX Speech Transportation, Food, and Lodging

17. Town Hall Los Angeles March 9 Los Angeles, CA Speech Transportation, Food

18. Union League of Philadelphia October 7 Philadelphia, PA Speech Transportation, Food, and Lodging

Transportation, Food, and Lodging

19. University of Arizona October 26 Tucson, AZ Lectures Transportation, Food, and LoJging

20. University of Copenhagen February 16 Copenhagen, Denmark Lecture Transportation, Food, and Lodging

21. University of San Diego September 1-2 San Diego, CA Teaching Transportation, Food, and Lodging

22. William Carey University April 6 Hattiesburg, MS l .ecturc Transportation, Food

Page 4: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

SOURCE DESCRIPTION

CREDITOR CODE

FINANCIAL DISCLOSURE REPORT Nam• of P•non Rrporting llalr or Rrport

Page 4of12 ·Scalia, Antonin 05/15/2010

V• GIFTS. (Includes thos to spoun ond deptndtnt chil4un; Jtt pp. 28aJ I a/filing in.ffructions.)

NONE (No reportable gifts.) D

I. Bryan A. Garner Dictionaries

2.

3.

$950.00

4.

5.

VI. LIABILITIES. (lnclud<.f thouo/spouu and dependent children; supp. J1-JJ 1iffi/ing instructioni.)

D NONE (No reportable liabilities.)

I. NW Mutual Life Insurance Company

DESCRIPTION

Loan on insurance

VALUE

2.

3.

4.

5.

Page 5: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

----

L_ ___ _

j

'1

n / pc

,,-Typ 2:::-rv; c-!

--

(I) I

L · --

- ---- --

------

---- --- ------

I

·

Date of Report Name of Penon Reporting FINANCIAL DISCLOSURE REPORT Page 5of12 05/15/2010Scalia, Antonin

VII. INVESTMENTS and TRUSTS - income, vahu, lraruactionJ (lnclud<J thou of Jpouu and dependmt children; SU pp. U-60 of filing illstructionJ.)

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

A. B. D. Description ofAssets Inco me.. during ' Gross value at Tramactions during rcpor1ing period

(including trust assets) reporting period I of reporting .

(2) (3) (4) (5) Place "(X)" after each asset f:J nt V e Type (e.g., Date Value Gain Identity of

exempt from prior di losure div., rent, Code 2 Method buy, sell, 1mmldd/yy Code2 i Code I buyer/seller. Code I (A-II) · or int) . (J.P) Code 3 redemption) ! (J·I') . (A·ll) (ifprivatc

(Q·W) lr411sat.:tion)L___

IL TIAA-CREF

12. Chevy Chase Bank Account

3. American Funds Washington Mutual Investors Fund A (A WSHX)

' 4. American Fund• American Mutual Fund A

(AMRMX)

i 5. Loomis Sayles Invest Grade Bond Fund (LSIIX)

6.

7. Vanguard Inflation Protected Securities Fund (VIPSX)

'8.

I

9. Schwab Adv Cash Reserves (Money Market I Fund)

IO. American Funds Bond Fund of America

! 529FI (CFAFX)

. 11. American Funds Capital World Growth & Income 529FI (CWIFX)

12. American Funds Growth Fund of America 529Fl (CGFFX)

13. American Funds Income fund of America 529Fl (CIMFX)

! 14. Calvert Global Alt Energy I (CAEIX)

15. CGM Realty Fund (CGMRX)

16. Federated Prudent Bear Fund A (BEARX)

17.

c Interest L T

A Interest M T

None

None

B Dividend

B Dividend M T

A Dividend M T

A Dividend J T

A Dividend J T

A Dividend J T

A Dividend J T

None K T

None

None

Sold

Sold

Sold (part)

Sold

Sold (part)

Buy (add'!)

S old (part)

Sold

Sold (part)

Sold (part)

02/06/09 J

02106109 J

04/08/09 K

04/23/09 L

04/23/09 K A

08/11/09 J

08/11/09 J

04123109 J

02/18/09 K A

03/04/09 K

!

iII

-- ---I. 1ncorrt" Ciain Codes. A -==-Sl,000 or less fl •St,001 · $2,lOO C-12,501 • SS.000 D=Ss,001. $15,000 E •SI S.00 I • $50.000

( ce Column Bl Mlti D4) F •Sl0,001-SI00,000 G •SI00,001. St,000,000 HI •.11.000.001 • $.1,000.000 112 •More than 1.5,000.flflO 2. Value Codes J "'i I ;,ooo or lcs.J K •$15,001 · $50.000 L •SS0.001 · SI00.000 M =SI00.00 I • S250,000

(:See Columns Cl and DJ) N -SllO.OOt • $)00,0fJO 0 •S500,00t ·SI ,000,000 Pl -SI,000,001 • $5,000.000 P2 =SS.000.001 • S2S.000.01Xl Pl •Sll,000,001 • $50,000,000 P4 ,...�fore than $50,000,000

J Value Method Code Q=Appra.isal R -Coc;f (Real Eslalc Only) S -"AtSCS'SnlC"nt T =Cash Marlct (See Column C2) U .:.Book V11.lue \'•Other W :Estima cd

Page 6: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

--B-. ---�-·

(2)1 I

L I

-

i !

!

I

i

!

I

D.

I (J)

trans.1ction)

Date of Report Nam• of P•noo Reporting FINANCIAL DISCLOSURE REPORT Page 6of12 05/15/2010Scalia, Antonin

VII. INVESTlVCENTS and TRUSTS - Income, ...rue, transactions (lncludn thos. of spouse and dependent childrtn; SU pp. J4-60 of filin1: instructions.)

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

A. -··---·-: c. Description ofAssets Income during Gross value at end Transactions during reporting period

(including trust assets) reporting period ofreporting period

(I) (2) (I) (2) I (S)(I) (4)

lI Gain Code I buyer/seller! Code 2

Identity of

(if prh·ote

Value ValuePlace '(X)" aller each asset c'empt from prior disclosure

Type (e.g.•

redemption)

A ount Type (e.g., Date ValueI' Code I j div., rent, Code 2 Method (A-H) or int.)

mn"'ddlyybuy, sell, ·

(1-1') (A-II)(!-Pl Code 3 1

(Q-W)----· - __ I --·

18. Sold 03/12/09 J (part)

19. Sold 03i20/09 K (part)

20. Sold 04/06/09 K

21. Harbor Bond Fund Inst (HABDX) c Dividend L T Sold 04/08/09 K (part)

22. Buy 04123109 J (add'I)

23. Sold 08111/09 K D (part)

24. Buy 09/28/09 K (add'!)

25. Ivy Science & Technology (lSTJX) None K T Buy 02/!0'09 ] (add'!)

26. Sold 04!23109 J (part)

27. Keeley Small Cap Value (KSCIX) A Dividend K T Sold 08/11/09 J A (part)

28. Oppenheimer Gold & Pree Metals (OPGSX) A Dividend K T Sold 04/23/09 ] B (part}

29. Sold 08/11109 J A (part)

i 30. TCW Total Remm Bond (TGLMX) D Dividend Buy 02/10109 J I (add'!)

31. Sold 04/08/09 K (part)

'32. Buy 04123109 j

33.

34.

(add'J)

Sold (part)

Buy (add'I)

08/11/09 J B

09/28/09 K

-----I. Income Oam Code :

(Sec: Columns Bl and 04) 2. Value Codes

(Sec Ct•lumns, Cl and 03)

3. Value Method Codci ($cc Column C2)

A ..Sl.OOOor lcs1 F •Sl0.00 I - SI 00,000

J •SI .ooo or le s N -s2so,oo 1 - ssoo.ooo PJ -us.000.001 • sso.000.000 Q =Arpr•mal

U •llook Valu<

B =Sl.00i -S2.500

G =SI00.001 -Sl.000.DIJO K =Sll,001 • Sl0.000

0=S500,001·11.000.000

R :Cost (R I Eswe Only) V-Qthc:r

C •SZ.50 I • SS,000

m ·s1.ooo.001. ss.000.000 L•SlO,OOl ·SI00,000

Pl •Sl,000,001 - S5,000.000 P4 =More than SS0,000,000 S "'Asses'imcnl W ..Estimalcd

D -ss.001 - SIS.000

ll2 "' fore lhan S5 ,()(X},000 M •SIOO,OOl -S250,0CO

?2 •SS,000,001 - $25.000.000

T -C:ash M4lkct

E =!15.00 I - $50,000

Page 7: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

D A

-. -

I

' 144.

i

i(I)"! -(2_) __ _

sham

(3)! :: I Code

----------------------------

--------- -------

I

I

I !

i

1Value

Code 2 (l-P)

Datr or Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 7of12 0511512010Scalia, Antonin

VII. INVESTIVIENTS and TRUSTS -incom•, varu., rransactiolU rrnc1ud,, tho ... ofspauso and t1ep<nt1m1 chi/dun: supp. N-6ooffuing ins1rur1ions.)

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

Description of Assets Income during Gro ,.. arue at end Transactions during reporting period

(including trust a.sets) reporting period of reporting period

(I) (2) - c1>- - (5)Dale Gain

-;J -(2)"1 011,1 mm/dd/yy , . Code I

ldcntiry of

buyer/seller

Place "(X)" after eoch asset Amounr Type (e g,

_J_ ·H:

Value Type (e.g., ICode I Methodexempt from prior disclosure div . rent, buy, sell, 2 ' orint) Code 3 (J-P) (A·II)rcdcmprion) (ifpiivalc

(Q-W) tnn!i.aclinn) ___ i._____ ---· - _L_

35.

36. I

37.

38. I

39.

40.

41.

42.

'43.

45.

I 46.

47.

! 48.

49.

50.

51.

Templeton Global Bond (TGBAX) B Dividend

Vanguard Short-Tenn Bond Fund {VBSSX) B Dividend

Vanguard Total Stock Market ETF (VT!) A Dividend

American Funds EuroPacific Growth F None (AEGFX)

Berkshire Hathaway Class B common None (BRKB)

ING Fixed Index Annuiry None

PIMCO Stocks Plus Short Strategy (PSTIX) None

Sl'OR Gold Trust ETF (GLD) None

K

L

K

K

M

K

L

T

T

T

T

T

T

T

Sold 12/09/09 L D

Sold 04/08/09 K A (part)

Sold 04/23/09 K A (part)

Sold 04/08/09 K A (part)

Buy 09/29/09 K {add' I)

Duy 0 /23/09 K (add' I)

Sold 08/11/09 J (part)

Sold 08/26/09 K (part)

Duy 08/1 l/09 K

Sold 09/28/09 K B

Buy 04123109 K

Buy 04/17/09 M

Buy I I/I 0/09 K

Duy 08/11/09 J

Buy 08126/09 K (add'l)

Sold 09/28/09 J A (part)

Buy 12102/09 L {add'!)

I

I I

'

·- ---- ---I fncomc Ci;iin Codes· A =S 1,000 or les B ·St,001. Sl,500 C =Sl,50 t • Sl,000

(Ste Columns: Bl and 04) F •S.10,001 • S!00,000 G •SI00,001 • Sl,l)(){),000 Jll •Sl,000,00l ·Sl,000,000

2 Value Codn J "'"Sl>.000 or Jess K. •115,001 - $50,000 L =$50,001 • $100.000 (Ser Columns Cl and 03) N =$250,00 I • Sl00.000 0 =!500,001 · St,000.000 Pl •$1,000,00! • $5,000,000

Pl •$2.'.000,00 l · S.10,000,000 P4 =Mvrc thln $50,000,000 J. Value Ml:thod Codes Q=Appr.ti!ial R --Cost (Ree.I Estate Only) S·A umcnt

(Sec Ctilurtn C2) U --nook VahJC" V•Otiic( W -Cstimarcd

--·--D •Sl,001 • Sll,000 E •115,001 • SS0,000 J f2 "'Mo.re than SS,000,000 M ·SI00,001 ·S250,000 P2 si.000.001 • s25,ooo,ooo

T-CuhMarl<d

- -- ·---

Page 8: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

:

I

:

·--(-1) ___ _] I I

I

I

------ --- ·---- --------

------------

I

!

--- ----

D.

·FINANCIAL DISCLOSURE REPORT

Page 8 of 12

Nam• or Prnon Reporting

Scalia, Antonin

Dat• or R•port

05/15/2010

VII. INVESTMENTS and TRUSTS -income, .aiut, rransaction• (lnc1udes 1hos• of spous• and drprnd•ntchi/Jrtn: supp. J4-6o •!filing 1nrrruc11011J.J

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

A. B. c. ----i Description of Assets Income during Gross value at cnH Tnn§3clions during rq>0rting riod

(including trust assets) reporting period of reporting period (!) <IJ1 ___(2J (4)(2)

Place "(X)" after eacb asset .Amount ,,l m-----i mt I Type (e.g., Value Value Type (e.g., Dale Value Gain Code I . Code 2 Me!hod buy, «Ii, iexempt from prior dis.closure I div., rent,

redemption)i (A-11) \ or int.) (J-P) Code 3

(Q-W) L__J_ ... -- l_

"' Identity of

'Code 2 mm!dd/yy Code I buyer/seller'(A-II)(J·P) I

(ifprivatetrnnsaction)

·.

-----··-- ·--·

. 52. Wells Fargo High Yield Bond (SHYYX) ! i

. 53. Vanguard Emerging Market ETF (VWO)I I

. 54. I

55. Vanguard Energy ETF (VDE)

56.

57.

58. Vanguard Mid Cap ETF (VO)

59.

B Dividend

None

A Dividend

A Dividend

K T

K T

K T

Buy

Buy

Sold

Buy

Buy (add'I)

Sold (part)

Iluy

Buy (add'I)

04123/09 K

OR/I 1/09 K

09/28/09 K

04/23109 J

08/11/09 J

09/28/09 J

04/09/09 K

04/23/09 J

B

c

'

! 60. Trustffl D Dividend 0 T '

'61. -CMA Money Fund (cash account)

. 62. -BlackRock Large Cap Core Fund Inst! Sold 01/06/09 J A (MALRX) (part)

(i). Buy 04124109 J (add'!)

64. Sold 12/30/09 J A (part)

65. -BlackRock Global Sm Cap Fd lnstl Snld 01/06/09 J (MAGCX) (part)

66. Buy 04/24/09 J (add' I)

67. Sold 12/30/09 J (part)

68. -BlackRock Global Growth lnstl (MAGGX) Sold 01/06/09 J (part)

l. lnt·om(' Gain Codes: A ..,SI ,ODO or lcs B ·Sl.001 • Sl,500 C 42,501 - Sl,000 D =$5,001 -Stl.000 E=Sll.001-SS-0.000

(Scc:.f:'ol1mm n1 andf>4) F •S50,00I -SI00,000 G •$100,001 - Sl ,000.000 m -s1.ooo.001 -ss,000,000 H2 ""More than S5,000,000 2 Value Codes J •S l .000 or lc:n K ·Sll,001 - SS0,000 L sso.001 - s 100.000 M •1100.001 - Sll0.000

(.S ColumnsCJ and OJ) N •Sl50.0<H -Sl00.000 o-rnio.001 -s1.ocAJ.ooo P 1 =11.000.001 - ss.000.000 l'2 ·Sl,000.001 - Sll.000.ooo

PJ •Sll,000,001 -Sl0,000,000 N ""More lhan $.50,000,000 J \'21!111!' Method Crnk1 Q •Appraisal R -Co-.1 (Real EstaCc Only) S-As.seument T =Cash Marht

(Sec: Column G) U •Book Va!uc V-Dthcr W::oEstim11tCt"I ---· -- -- -- -- --

Page 9: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

I I

I . r

I (2_)_(3)1

i !

:

i

!

-------

------

--

L

-----� -- --- -- ------

I

I

I

I ! i

,.: A.

I Code I I div., rent, ,

Date of Rrport Name of Person Reportln FINANCIAL DISCLOSURE REPORT Page 9of12 05/15/2010Scalia, Antonin

VII. INVESTMENTS and TRUSTS - income, vatue, transactions (1nc1udn 1houofspcuse and depend•ntchildren; .,,PP· J4-60offilinc 1n.irucrions.J

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

Description of Assets

(including trust assets)

ll. c. D.

Income during Gross value at end TrJnsaclions during reporting period

reporting period ofreponing p<riod """,

(I) (2l"l (lji(2) (I)I / Type (e.g., Value Value

I(A-If) ' ·1 Date j Value GJinPlace "(X)" after each asset

exempt from prior disclosure

Type (e.g., Amount

ICode 2 ' Method Code 2 Code 1 buyer/sellerbuy, sell, nun/dd/yy · Code 3 (J-P) (4)(A-II)(1-P) (if private redemption)or int.)

(Q-W) tranucrion) ____..

! 69 .

70.

71.

72.

73.

74.

75.

! 76.

! 77.

I 78.

! 79.

: I 80.

i's1.

82.

83.

84.

85.

-BlackRock Equily Dividend Inst! (MADVX)

-BlackRock Global Allocation Inst I (MALOX)

-BlackRock Inflation Protected Bond Inst (BPRIX)

-BlackRock Bond Port Inst (PNBIX)

-BlackRock US Oppommities Port Inst (BMC IX)

-BlackRock Fundamental Gro\l.th Ins!(MAFGX)

Sold 04/24/09

Buy 01106109 J (add'!)

Buy 04/24/09 J (add'!)

Sold 12/30/09 J(part)

Sold 01/06/09 K c(part)

Sold 04/24/09 J A(part)

Sold 12/30/09 J c(part)

Buy 01/06/09 J (add'!)

Sold 04124/09 J A(part)

Sold 12130/09 J A(part)

Buy 01/06/[)9 J(add'!)

Sold 04/24/09 K(part)

Sold 12/J0/09 J(part)

Sold 01/06/09 J (part)

Sold 02130!09 J (part)

Buy 04/24/09 J (add'!)

Buy 04/24/09 L

i

' '

i

!

I. Jncom Gain Codes A 41,000or less B •Sl.001 -SZ,500

(Sec Colun-ms 01 ind 04) F •SS0,001 - S I00,000 G•SlOU.OOl ·Sl.000.000

2. Value Codes J •$ r 5.000 or lcs' K •$15,001 · S50.00J

(See Cohnnns Cl and DJ) N •l250,001 · ll00,000 0 •S500.0<ll - Sl.000.000 Pl -szi,000.001 - sso.000.000

J. Value Method CoJcs Q =Appnisal R :.-Cost (Reat fatate Only)

(See Column C2) U •£look Value V thcr

C •SZ.501 · Sl,000 D·S5.001-Sl5,000 F. •l 15,00 I - 150,000 HI •ll.000,001 · S5,000,000 112 •More lhan $5,000,000

L•S50,00t-Sl00,000 M •Sto<J.001 - $250.000

Pt -s1.ooo.001. ss.000.000 P2 •ll,000.00! - 125,000,0flO P4 "'More than $50,000.000

S -=Ancssmcnl W :cf.: timated

Page 10: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

·(1i--i I (-!)--

, - -(2-,-- 1)1--(2_) __ (2) I

---._ __ i_ _' _>_ l _' z_/3-0/09_[ J--"---B-

-----

----

__j I

L_

FINANCIAL DISCLOSURE REPORT Name of Penoa Reporting Date or Report

Page 10of12 Scalia, Anlonin 0511512010

VII. INVESTMENTS and TRUSTS -i11come. valu-. transaction! (Includes tho!t ofspouu and dependmt childrtn; SU pp. J4-60 of filing Instructions.)

D NONE (No reportable income, assets, or transactions.) .---A. B. ,- c. I D.

Description of Assets (including trust assets) I, Income during Gross value at end

, rcponing period of reponing period / Transactions during reporting period ,

Place "(X)" after each asset ex.empt from prior disclosure

(3) (4)Amount I Type (e g, I Value Value I Type (e.g., Date Value Gain

I Code I div., rent, Code 2 Method (A-H) ' or int) ' (J·P) Code 3 I buy, sell, , mmidd/yy Code 2 · Code I

redemption)

J

1 (J-P)

I (A-II)

(Q-W)

· is> _ Identity of

buyer/seller (if private

transaction)

1--·----·- --- -- ------' I. Income Gain Codes:

( c: Columns HI and 04) 2. Value Codes

(See Column!t Cl and OJ)

3 Va!uc Method COtks c Column C2)

----·----

A -=S 1,000 or lc!!s f •150,00t • 1100.000 J zJJ,,OOOorles.;; N •1250,001 -1500.000

B -lt.001 • S2.l00 G stOO,OOt • SI ,000,000

K •!t5,00t • 150,000 0 •1500,00 I • 11,000,000

C •Sl.50t - !5.000 D •!5,00t • lt5,000 E •!15.00t -150.000

111 •!t,000,001 - 15.000,000 L-llO.OOt • St00.000

H2 :More than $5,000,000 M •1100,00J -Sl50,000 P2 •Sl.000.00t - Sl5.000,000

P3 •!25,000.001 - Sl0.000.000 Pl •st,000,001- 15,000.000

P4 -M0re than $50,000,000 Q =Appr3isal R =Cost (Real Esme Onfy) S ""AiXssmcnl T =Cash Market,1.1 •Book Value V•Othcr W -Eitimatcd -- -- ---

Page 11: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

Dair of Rrport Name or Person Reportini:; FINANCIAL DISCLOSURE REPORT

Page 11 of 12 Scalia, Antonin 05115120 I 0

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lrrdicat partofR'l'OrL)

Page 12: FINANCIAL DISCLOSURE REPORT in Govenment …...bME OF ORGAN!ATION/ENTITY r· '; l. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Govenment Act of 1978 R1V. J1010

Was_h_i_ng_t_o_n_,o .c_._2_o_s_44 -

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT

Page 12of12 05/15/2010Scalia, Antonin

IX. CERTIFICATION.

I certiry that all Information given above (including Information pertaining to my spouse and minor or dependent cbildrrn, lfany) h accurate, true, and complete to the best of my knowledge and belief, and that any information not reported wu withheld because it met applicable statutory provisions permitting non-disclosure.

l further certify that earned Income from outside employment and honoraria and the acceptance of glfu which have been reported are In compliance with the provisions or 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE TlllS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (S U.S.C. app. § 104)

I FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

i Committee on Financial Disclosure

One Columbus Circle, N.E.

Administrative Office of the United States Courts

JSuite 2-301