William C Bryson Financial Disclosure Report for 2010

8/3/2019 William C Bryson Financial Disclosure Report for 2010

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FINANCIAL DISCLOSURE REPOR T

FOR CALENDAR YEAR 201 0

Report Required by the Ethics

in Governmen t Act of 1978(5 U.S.C. app. §§ 101-!11)

1. Person Repor ting ( las t name, f ir s t , middle init ial)

B R Y S O N , W i l l i a m C .

4. T i t le (Art ic le I I1 judges ind ica te act ive o r sen io r s ta tus;

magis t ra te j udges indicate fu l l - or par t - t ime)

C i rcu i t J ud g e - A c t i ve

7. Chamber s or Of f ic e A ddr es s

7 1 7 M a d i s o n P l a c e N WWash in g to n DC 20439

2. Court or Organization

US Ct . Appea l s Fede ra l Ci rc u i t

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

04/29/201 l

5a . Report Type (check appropria te type )

] Nomination, D a t e

[] Initial [] Annual [] Final

5b. [] Amended Report

8. On the basis o f the in fo rma tion con ta ined in th is Report and any

modif ica t ions pe rta in ing the re to , i t is , in my o p in ion , in compliancewith appl icable l aws and regu la t ions .

Reviewing Officer Date

6. Report ing Pe riod

01/01/2010

to

12/31/2010

I M P O R T A N T N O T E S : The instructions accompanying this form mus.t be followe~L Complete all parts,

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 . ( R e p o r t i n g i n d i v l d u u t o n t y ; s e e p p . 9 - 1 3 off!ling instructions.)

~ (No reportable posit ions.)ONE

POSITION

2.

3.

4.

N A M E O F O R G A N I Z A T I O N /E N T I T Y

I I . A G R E E M E N T S . ( R e p o ~ i n g i n d l v i a u . t o n t y ; s e e p p . 1 4 - 1 6 of f!ling instructions.)

[~] NONE (No reportable agreements.)

D A T E P A R T I E S A N D T E R M S



FINANCIAL DISCLOSURE REPORT

Page 2 of 8

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

BRYSON, Will iam C.

Date of Report

04/29/2011

I I I . N O N - I N V E S T M E N T I N C O M E . (Reporting individual and spouse; seepp. 17-24 of filing instructions.)

A. Filer’s Non-lnvestment Income

~] NONE (No reportable non-investment income.)

DATE SOURCE AND TYPE

2.

3.

4.

INCOME

( y o u r s , n o t s p o u s 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 - l f you were m arried during anyportion of the reportlng year, com plete this section.

(Dollar am ount not required except for honoraria.)

D (No repor tab le non- inves tment income . )ONE

DATE SOURCE AND TYPE

1 . 2 0 1 0 Law p ar tn ersh ip in co me - Bred h o ff & Kaiser

2.

3.

4.

I V . R E I M B U R S E M E N T S -- transportation, lodging, food, en te r ta inmen~

(Includes those to spouse and depend ent children," see pp. 25-2 7 o/filing instructions.)

D (No reportable reimbursements.)ONE

SOURCE

1 . Bos t on U n i v e r s i ty

2.

3.

4.

5.

DATES LOCATION PURPOSE

A p ril 1 5 , 201 0 B o s to n M A M o o t C o u r t C o m p e t i ti o n

ITEMS PAID OR PROVIDED

A i r f a r e and ho t e l




Page 3 of 8

Na m e o f P e r so n R e p o r t in g

B R Y S O N , W i ll i am C o

Date of Repor t

04/29/2011

V . G I F T S . (Includes those to spouse and dependent children; see pp. 28-31 of filing instructions.)

N O N E (No reportable gifts.)

SOU R CE DESCR IP T IO N

1 .

2.

3.

4.

5.

V A L U E

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

N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION

I.

2.

3.

4.

5.

VALUE CODE




Page 4 of 8


BRYSON, Will iam C.

Date of Report

04/29/2011

VII. 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 t u e , t r u n s a c t io n ~ a n a . d e ~ t h o s e o l s p o , s e a . d dependent children; see p p . 3 4 - 6 0 of filing instruetions.)

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

D e s c r i p ti o n o f A s s e t s

( i n c l u d i n g t r u s t a s s e t s )

Place "(X)" af ter each asse t

exempt f rom pr ior d isc losure

Income dur ing G r o s s v a l u e a t e n d

r e po rt i n g p er o d o f r e po tt i n g p er i o d

(t) (2) (1) (2} (1 ) (2) (3) (41 (5 )

Amou n t T y p e ( e :g . , Value Value T y p e ( e . g . , D a t e Value G a i n I d e n t i t y o f

C o d e 1 d i v . , r e n t , C o d e 2 Meth6d b u y ; s e l l ~ m m id d / y y C o d e 2 C o d e 1 :buver /seller

( A - H ) Or int.) (J-P) Code 3. redemption) ( J:P) (A-I~ . ...... ( i f p r i v a t e

( Q - W ) t r a u s a c t i o n )

I. Equi t ab l e Li fe As s uranc e Co. , I RADivers i f i ed Fund N Y , N Y

2. PNC Bank

A

A

D i v i d e n d M

Interest K

T

T

3. Ci t i c orp Sav ings , Was hing ton , DC A Interest K T

4. C M A M o n e y F u n d A Interest K T

5. Soc or ro TX I ndpt Sc h Dt N o n e R e d e e m e d K

6. Baltim o re M D P r in M -R aes N o n e Redeemed 10/15/10 L

7. M etro P i e r -Exp a t I L DED St Tax Rev A6 .55% FGIC

8. M o n t g o m e r y C o . M D C o n s

N o n e R e d e e m e d K

N o n e R e d e e m e d 10/15/10 M

9. L o o m i s S a y l e s F u n d s A D i v i d e n d L T

1 0 . Ma t yt a nd St Tra nsn Au t h Tra nsn FAC S

6 . 33%CI FGI C

1 1 . D a v i s N e w Y o r k V e n t u r e F u n d

N o n e

D i v i d e n d M

Redeemed 07101 / 10 L

1 2 . Erie P A Sch D is t M BIA 05 /01 /2011 N o n e J

1 3 . Fide l i t y Spa r t an Fund C D i v i d e n d L T

14. Cecil Cnty N o n e L

1 5 . W ill C n ty IL C m nty U n it Sch D is t n o 201 "* N o n e K

1 6 .C M A M o n e y F u n d

AInterest L T

1 7 . W a c h o v i a B a n k D Interest M T

1. l n c 0m e G a i n Co d es :

( S ee C olu mns B I and D 4 )

2 . Valu e C odes

( S ee C olu mr t s C 1 and D 3 )

3.Valu e Method C odes

( S ee C olu mn C 2 )

A=$1,000 o r le s s

F L$50,001 - $100,000

J =$15,000 orless

N =$250,00l- $500,000

P3 =$25,000,001 -$50~000,000

Q =A p p r a i sa l

U = B ook Valu e

B =$I,00t - $2i500 C =$2;50i - $5i000 D =$5,00! -$15,000

G =$100,001- $1,000,000 H I =$ 1; 00 0, 00 1 - $ 5; 00 0, 00 0 H 2 = M or e th an $ 5, 00 0, 00 0

K =$15,001 - $50,000 L =$50;001 - $100,000 M =$100~001 - $250,000

O =$500,001 - $ I~000,000 PI =$! ,000,001- $5i000;000 P 2 = $ 5 ~ 0 0 0 ~ 0 0 1 - $ 2 5 , 0 0 0 ; 0 0 0

P4 =More !ban $50,000,000

R Cost (Real Estate Only) S = As s es s ment T = C as h Mar k et

V = O ther W = Es t imated

E =$15,001- $50,000




Page 5 of 8


BRYSON, William C.

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

04/29/2011

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 a e , transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

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

D e s c r i p t i o n o f A s s e t s

( i n c l u d i n g t r u s t a s s e t s )

O) (2 )

Place "(X)" after each asset Amount Type (e . g . , Value

exempt from prior disc losure Co d e I . . d iv , ren t , Code 2(A-H) o r i n t . ) (J-P)

T r a n s a c t o n s d u r i n g r e p o r t in g p e r i o d

re po rt n g p erio d o f r e p or t in g p er io d

(2 ) (i ) (2) (3) !~) (5 )

V a l u e T y p e ( e . g . , D a t e Value G a i n I d e n t i t y o f

M e t h o d buy, sell; m m / d d / y y C o d e 2 C o d e 1 buyer/seller

C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e

( Q ~ W ) t r a n s a c u o n )

Redeemed 05/17/10 K

Redeemed 01/15/10 K

1 8 . V entas REI T A Dividend K T

1 9 . G o vt T rust C ert if ica te , Is ra e l Class 3-C N o n e

2 0. U S T r ea s ur y St ri p s N o v 15 2 01 3 N o n e K T

21 . N at iona l R ura l Ut i l i t ie s N o n e

22 . C ou sin s P ro ps A D i v i d e n d K T

23 . A l l ie d C a p i t a l n o w k n o w n a s A R E S C D i v i d e n d J T

24 . D e v e l ope r s D v sfd E D i v i d e n d J T

25 . A m e r i c a n G r o w t h F u n d A D i v i d e n d M T

26 . M F S V a l u e F u n d B D i v i d e n d M T

27 . V i r g i n ia C o m w l t h T r a n s n N o n e L T

28 . Winds or CA Un i Sc h Dist N o n e K T

29 . Si m on Prope r t y Grou p A Dividend L T

30 . B l a c k r o c k G l o b a l B Dividend N T

31 .C l o u g h G l b l O p p ty s A Dividend J T

32 . I N G Cla r ion Globa l REI T C Dividend L T

33 . Bal t imore M D Rev Was tewa te r N o n e M T

34 .l s h a r es M S C I E m e r g i n g M k t s I n d e x F d A Dividend M T

1 . Income Gain C odes :

( S ee C olu mns B I and D 4 )

2.Valu e C odes

( S ee C olu mns C 1 and D 3 )

3. Valu e Method C odes

( S ee C olu mn C 2 )

A =$1~000 or less B ~ $!;001 ~ $2;500 C =$2,501 - $5 ,000

F =$50,001 - $100,000 G =$100,001 - $1,000,000 HI :$1;000,001 - $5,000,0~0

J =$15,000 or less K =$15,00 ] - $50,000 L =$50,001 - $ 100,000

N =$250,001 - $500,000 O ~$500~ 001- $1 ,000,000 PI =$1,000,001 ~ $5,000,000

P3 =$25,000,001 - $50,000,000 p4 =More than $50,000,000

Q =A p p r a i sa l R =Cost (Real Estate Only) S = As s es s ment

U = B ook Valu e V = O t h e r W = Es t imated

D =$5,001 - $15,000

H2 =More than $5,000,000

M =$i00,001 - $250,000

P2 =$5,000,001 - $25,000,000

T = C as h Mar k et

E =$15,001 - $50,000




Page 6 of 8


BRYSON, Will iam C.

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

04/29/2011

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 and dependent children; see pp. 34-60 o filling instructions.)

~-~ (No repor tab le incom e , asse ts , orONE transactions.)

A. B.C. D.

D e s c r i p t i o n o f A s s e t s I n c o m e d u r 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 in g re 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 ) re p or t in g p er i o d o f r e p or t i n g p er i o d

(~ ) (2) (~) (2) O) (2) (~)

Place "(X)" af ter each asse t A m o u n t Type (e.g. , Value Va l u e T y p e ( e . g . , D a t e Value

exempt f rom pr ior d isc losure C o d e 1 div., rent, Code 2 Method b uy , se ll. m m/dd /yy Co de 2

(A-H) o r i n t . ) ( J - P ) Co de 3 redem ption) (J-P)

35 . Columbia Marisco 21st Century Fd

36 . P im co Rea l Retu r n Fd C1A

3 7 . C ol um b i a A co rn Fd C1 A

38 . Puerto Rico Aqueduct & Swr Auth

39 . Ishares Russell M idcap

40 . Ishares Russell 1000 V alue

4 1. Pu er to Ri co Pu b B ld g

42 . Vanguard Consumer Staples

43 . Vanguard Health Care

44. Vanguard Utilities

45. IShares Barclay

46 . V a ngu ar d En er gy

47 . RS Global

A Dividend

A Dividend

A Dividend

A Dividend

A Dividend

A Dividend

None

A Dividend

A Dividend

A Dividend

A Dividend

A Dividend

A Dividend

( Q - W )

N T

M T

M T

L T

M T

K T

M T

L T

L T

L T

K T

K T

L T Buy 10/29/10 L

(4 ! (S )

Gain Identity of

Code 1 buyer/ se l le r

(A-H) ( i f p r i v a t e

a ’ a n s a c t i o f f )

i. income Ga{fi Cod¢gi ....... A =$1,000 or !es~ : B =$1,001 - $2,500 C =$2,501 - $5,000 D =$5,001 - $15,000

(Se e Co lun ms BI a n d I )4) F =$50~001 - $100,000 G =$100,001 - $ i ,000,000 H 1 =$ 1, 00 0, 00 1 - $5 ,0 00 ,0 00 H 2 = M o re th a n $ 5 ,0 0 0, 00 0

2. V alue Co d es J =$15,000 or less K =$15,001 - $50,000 L =$50,001 - $ 100,000 M =$100,001 - $250,000

( S ee C olu mns C 1 and D 3 ) N =$250,001 - $500,000 O -$500,001 - $1,000,000 P 1 =$1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000

P3 =$25,000,001 - $50,000,000 P4 =More then $50,000,000

3 . Valu e Method C odes Q =A p p r a i sa l R - C os t ( R eal Es t a t e O nly ) S - As s es s ment T - C a s h M a r k e t

( S ee C olu mn C 2 ) U = B ook Valu e V = O ther W = Es t imated

E =$15,001- $50,000




Page 7 of 8

Na m e o f P e r so n R e p o r t i ng

BRYSON, William C.

Date of Repor t

04/29/2011

V I I I . A D D I T 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 . (lndicate part of report.)

Soc or ro TX was redeem ed on Ju ly 1 , 2009

M et ro P i e r was redeem ed on June 15 , 2008




Page 8 of 8

~ame of P e r son Repo r t ing

B R Y S O N , W i ll i am C .

Date of Report

04/29/2011

IX. CERTIFICATION.

I c e r t i f y t h a t a l l 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 s

a c c u r a t e , 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 b l e s t a tu t o r yp r o v i s i o n s p e r m i t ti n g n o n - d i s c l o s u r e .

I f u r t h e r c e rt 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 id 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

c 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 i o n s .

Signature: S/WilliamC. BRY SON

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 Y F A L S I FI 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 . a p p . § 1 0 4 )

Committee on Financial Disclosure

Administrative Office of the United States Courts

Suite 2-301

One Columbus Circle, N.E.

Washington, D.C. 20544

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William C Bryson Financial Disclosure Report for 2010