Monti L Belot Financial Disclosure Report for 2009

8/3/2019 Monti L Belot Financial Disclosure Report for 2009

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1 o I FINANCIAL DISCLOSURE REPORT R e p o r t R e q u i r ed b y t h e E t h i c sin Government Act ofl978~,, , . 1/2olo ] FOR CALENDAR YEAR 2009 ( ~ u . s . c , a p p . 1 o 1 . 1 1 1 )!. Person R eporting (last name, first, m iddle initial) 2. Court or Organization 3. Date of ReportBelot, Monti L. U.S. District Court - Kansas 5/4/2010

4. Title (A.rtlole III judges indicate active or senior status; St. Report Type (check appropriate type) 6. Reporting Periodmagistrate judges indicate full- or part-time) [] Nomination, Date 01/01/2009U.S. DistfctJudg-Senior [] Initial [] Annual [] Final tn12/31/2009

5b. [] Amended Report7. Chambers or Office Address 8. On the bas is of the information contained in th is Report and anymodifications pertnining thereto, it ix, in my opinion, in compliance

111 U.S. Cod~thollse with applicable laws and reg ulations.401 North MarketWichita, Kansas 67202 Reviewing Officer Date

i M P O R T A N T N O T E S : The instructions accompanying thls form must be fol lowed. Complete al l par~s,checking the NO NE box for each part where you have no reportable information. Sign o n la.st page.

I . P O S I T I O N S . ~ R , p o , t ~ g i . ~ ,~ . ~ o ~ ; . , , p p . ~-~ of1"~i.g i.,~r~,~o~,.)[--] N O N E (No reportable positio ns.)

POSITION NAM E OF ORGANIZAT ION/ENTITY1. Attorney-in-fact Power of Atlomey #1

~ NONE ~o reportable agreements.) ~~~ PARTIES AND TERMS

I.


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FINANCIAL DISCLOSURE REPORT N = ~ . , o f r ~ r , o , r ~ p o r t i .g D . t e o f R , p o .Page 2 of 8 B ~ o t , M o n t l L . 5 / 4 / 2 0 1 0

H I . N O N - I N V E S T M E N T I N C O M E . (Reporting i~ldiv~glual and st~ouse; see pp. 17-2~ of filing it~struction$,)A. Filers Non-Investment Income

N O N E (No reportable non-investment income.)D A TE SO U R C E A N D TY P E ~( y o u r s , n o t s p o u s e s )

1.2.3.4,

B . S p o u s e s N o n - I n v e s t m e n t I n c o m e - if you were married during any portion of the reporting year, complete thi~ section.(Doll ar amount no t required e.xc~pt for honoraria.)~~ N O N E (No reportable no n-investment income. ,)

~ SOURCE AND TYPEI.2.

3.

4.

I V . R E I M B U R S E M E N T S - ,~ . .s m n = t i o . . to~g~n~,/ood, e.,e,~*i.,...~(Includes t~ose to spo use and d~pendent children," see pp. 2.$ -2 7 of filing instructions.)

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

I.

2.3.

4.

5.


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FINANCIAL DISCLOSURE REPORT Nam, of Pet$oa Reporting I Dat. of ReportPage 3 of 8 B e l o t , M o n t t L . 5 / 4 / 2 0 1 0V . G I F T S . a, aua~, ~o~ ,o ,~ . . . . ~ a~ ~a~ ~ , vv . 2~- ~ ~ o~ ~ ,~

N O N E ~ o reportable ~ fis.)~ DESCRIPTION

I.

3.

5.

VI. LIA BILITIES. anat-, ~o~ ofspo,~,N O N E ~ o reportable liabilities.)

CREDITOR1.2.3.4.

5.


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N a m e o f P er s o n R e p o r t i n g I D a t e o f R e p o r tFINANCIAL DISCLOSURE REPORT B e 0 % M o o t | L .age 4 of 8[

5 1 4 / 2 0 1 0

NO]XE (No reportable income, assets, o r transactions.)A. B. C. D.D e s c r i p t i o n o f A s s e t s Income during ( ]r o s s v e l u e a t e n d T r a o s ~ : t i o n ~ d u r i n g r e p o r t i n g p e r i o d

( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d(t) (2 )

P l a c e " ( X ) " a f te r e a c h a s s e t A m o u n t T y p e ( e . g ., Value Value T y p e ( e . g ., D ~ t e Value Gain I d e n t i t y o fe x e m p t fr o m p r i o r d i s c l o s u r e C o d e 1 d i v . , r e n t , C o d e 2 M e t h o d buy, sell, m m / dd ! y y C o d e 2 C o d e 1 buyer/seller( A - H ) o r i n t . ) ( . L P ) C o d e 3 r e d e m p t io n ) ( J - P ) ( A - I l ) ( i f p r i v a t e( Q - W ) I t r a n s a c t i o n )

1, T. Rowe Price New Era A Di,ddend .1 T2. Coca Cola Co. A Dividend ~ T3. /,laW Federal Credit Union A Interest J T4. Centenial Money Market Fund A Dividend J T5. US.A.A.. Subscribers Savings Acct, A Dividend J T6. Jackson Natl Life Ins.Co. IRA A nnuity A Dividend L TJ-NI.,,W lelinn Cptl Mgm7. The American Fund IRA F Dividend N T8. --Capital Income B uilders Fund9. --Capital W orld Growth & Income Fund Inc.

10 . --Investment Company of America

11 . -Income Fund of America, Inc.

12 . American Forerunner IRA C Dividend J T1 3. -Loomis Sayles SmalICap14 . --Harris Oakmatklntemational

15 . --Harris Oakmark Focused Value Portfolio

1 6 . --FI InternationaI Stock Portfolio1 7 . --Davis Venture Value

3. Va]~ Me~ C~es Q =A~istl R ~o~ (R~t Estale Only) S =~s~mem T ~sb Market


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FINANCIAL DISCLOSURE REPORT N ~ m e o f P e r , o n R e p o r t in g D~eotReport [Iage 5 of 8 B a o t , r ~ | o n t ~ L . S : 4 ~ O l OVII. INVESTMENTS and TRUSTS - i=o,,~ ,n~,,., ..... - , o , - (tnctua,s those of st ......d d e p e n d e n t c ~ i td r e ~ ; s e e p p . J t . t ; O o f f i t ; nz i~lructlo~.J

~ N O ~ (No reportable incom e, assets, o r transactions.)A. B. [ C, D .De~cription of~e~ I n c o m e d u r in g Gross value at end Transac6o~ ~ring ~e~ng ~riod(i~l~iag ~st ~seB) rcpoalng pefi~ of repo~ng period0) (~) O) (~ ) 0) (~) (3) (4) (~ )Place "(X)" ager ~ch asset ~ount T~ (e.g., Value Value T~e (g., D a t e Value G a i n Idenfi~ ofexempt from pri~ disclos~e C~e 1 div., r~k 2~e 2 Me~M buy, sell, ~ ~ 2 C o d e I buyer/seller(A-~ o r i n t . ) ( I - P ) C o d e 3 t e d e m p t l o n ) ( J - P ) ( A - I t ) (ffpdvate(Q-~ ~ a n s a c 6 o n )

1 8 . --BibCock Strate~c Value19 , --Amebean Funds Growth-lncome

2 0 . --American Funds Growth2 1 . Affiliated Funds: A Dividend Sold 07/27/092 2 . Coca-Cola:. A Dividend J T

2 3 . W estar Energy, A Dividend J T2 4 . Eaton Vance Balanced Fund A Dividend J T Sold 07/27/09( p a n )2 5 . T. Rowe Price New H orizons Fund E Dividend M T2 6 . V,addell & Reed A dvisors Science ;and F Dividend M T

Technology Fund2 7 . W addell & Reed Advisors Accumulative A F Dividend N TFund2 8 . Merrill Lyach CMA Money Fund A Interest K T2 9 . American B alanced Fund - Class A C Dividend L T Redeemed 01/14/09(part)3 0 . Redeemed 02"02/093 1 . Redeemed 03/06/09( p a r 03 2 . Redeemed 03/11/09( p a n )3 3 . Redeemed 04/01/09( p a r 1 )3 4 . Redeemed 0 4 1 0 8 / 0 9( p a r 0

1. Incom Gala Codes: A = $1,000 c~ less B =$1.1301 - $2,500 C -$2,501 - $5,090 D =$~.,001 - $15,~00 E =$15,~1 - $ 50 .~0


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Name of Person Reporting ] Date of ReportPageFINANCIAL6 of 8 D I S C L O S U R E R E P O R T B e lo t , M o n e t L. r 5 / 4 / 2 o 1 0v i i . h N V E S T M E N T S a n d TRUSTS -i ....... tu,, t ..... tlortr (Includesatoseof spouse and dependenl children: $ee pp. 3*-60of fiting insUuctionsj[-"] N O N E { "N o reportable income, assets, or transactions.)

A. B. C. D.Desc:iption of Asscts Income during Gross value at end Transactions during reporting p~riod

(including trust assets) reportistg period of reporting period(l) (2) (0 (2 ) O) ( 2 ) (3) (4)

Place "(X)" after each asset ,Mnount Type (e.g., Value Value Type (e.g, Dat~ Value Gain ldemity ofexempt from prior disclosure Code I div., rent, Code 2 Me:hod buy, sel l, mm/dd/yy Code 2 Code I buyer/seller

(A-H) or int) (.I.P) Code 3 redemption) ( J -P) (A-H) (if private(Q-W ) transaction)

3 5 . R e d e e m e d 0 5 / 0 1 / 0 9 J( p a r t )36. R e d e e m e d 06/01/09 J( p a r t )37. Redeemed 07/01/09 J

( p a r O3 8 . R e d e e m e d 08/03/09 J( p a r t )39. Redeemed 09/01/09 J(part)40 . R e d e e m e d 10/01/09 J( p a r t )41 . R e d e e m e d 1 1 1 0 2 / 0 9 J( p a r t )42. R e d e e m e d 12/01/09 J(p~)43. U S A A Subscribers Savings Acct. A Dividend J T44 . New York Life Ins. A Dividend I T45. Yew York Life Ins. A Dividend J T46 . Hew York Life Ins. A Dividend J T47. l X ~ e w Y o r k L i fe I n s . A Dividend K T

3. Value Me~od C~e~ Q -Appr~i~[ g ~ost (Real Estate Only) S -~ssmem T


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Name of Person Report ing [ Date of ReportFINANCIAL DISCLOSURE REPORTBelot, M o n t l L .age 7 of 8 [ 5 / 4 , 2 O L O

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.


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Name of Person Report ing Date of Report [INANCIAL DISCLOSURE REPORT] B e l o t , ~ o n ~ i ~ . 5 / 4 ~ 0 1 0age 8 of 8

IX. CERTIFICATION.I certify that all information given abov e (including information pertaining to my spouse and m inor or dependent children, if any) isaccurate, true, and complete to the best of my kn owledge and belief, and that any Inform ation not reported was withheld because it met applicable statutoryprovisions permitting non-disclosure.I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are incompliance with the provisions of 5 U.S.C. app, 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

Signature

NOTE: ANY INDIVIDUAL W H O KNOW INGLY AND WILFULLY FALSIFIES OR FAILS TO FILE Til lS REPORT bIAY B E S U B J E C T T O C I V I LAND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

FILING INSTRUCTIONSMail signed original and 3 additional copies to:

Comm ittee on Financial DisclosureA dministrative Office of the United States CourtsSuite 2-301One Colum bus Circle, N.E.W ashington, D.C. 20544

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Monti L Belot Financial Disclosure Report for 2009