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Allan R Edgar Financial Disclosure Report for 2009

I Roy. 1/20.~0 ,w to FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2009 neport Required by the Ethics in Government Act of 2978 (s U.S.C. app. 2f§ lO1-111) I. Person Reporting (last name. first, middl= inilial) Edgar, 1L. Allan 4. Title (Article 111 judges indicate active or senior status; magistrate judges indicato full- or pml-time) District Judge-Senior 2. Court or Organization Eastern District of Tennessee 5a. Report T)’pe (check appropriate ~pe) [--] Nomination, [] Initial Date [] An
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  I ,w to FINANCIAL DISCLOSURE REPORT neport Required by the Ethics in Government Act of 2978 Roy. 1/20.~0 FOR CALENDAR YEAR 2009 (s U.S.C. app. 2f§ lO1-111) I. Person Reporting (last name. first, middl= inilial) 2. Court or Organization 3. Date of Report Edgar, 1L. Allan Eastern District of Tennessee 04/&t2010 4. Title (Article 111 judges indicate active or senior status; 5a. Report T)’pe (check appropriate ~pe) ~;. Reporting Periodmagistrate judges indicato full- or pml-time) [--] Nomination, Date 01i01/2009 District Judge-Senior [] Initial [] Annual [] Final t~ 12/31/2009 5b. [] Amended Report 7. Chamb~.rs or Office Address 8. On the b~sis of the information contained In this Report and any modifications pertaining thereto, it it., in my opinion, in compliance 900 Georgia Avenue, Room 253 with applicable laws and regulations. Chattanooga, TN 37402 Reviewing OmcerDate IMPORTANT NO TES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part whetyou have no reportable information. Sign on lastpage. I. POSITIONS. (n,rora, z individual onO’; ,ee pp. 9-I3 of filing instructions.) D NONE (No reportable positions.) POSITION NAME OF ORQANIZATION/ENTITY 1. Co-Trustee TRUST #1 2, Trustee TRUST #2 II. AGREEMENTS. (Rrportlnglndivld.olonly;srep1x ~ONE ~o reportable agreements.) pARTIES AND TE~S -,,,- 2. Edgar, R. Allan  FINANCIAL DISCLOSURE REPORT N~,me of Person Reporting Date of Report Page 2 of 1 1 Edgar, R. Allan 04/8/2010 III. NON-INVESTMENT INCOME. (R,p,rti,glnalviduotand~pou,e;,,epr. 17-21~ffilinginstructions.) A. Filer’s Non-Investment Income NONE ~o reportable non-inv~tment income.) ~ SOURCE A~ ~PE ~COME (yours, not s~’s) I. 2009 Tennessee Consolidated Retirement System $3,768.12 2. 3.4. B. Spouse’s Non-Investment Income - If you were married during any portion of the reportlng )~ar, complete this Jectlot~ (Dollar amount not required ~xcepl for honoraria.) [~ NONE (’]go reportable non-investment income.) DATE SOURCE AND TYPE |. :2. 3. 4. IV. REIMBURSEMENTS - (Includes tho:~¢ to s~u~e and dependent children, ~ee pp, 2J-27 of fili~g Instructions.) NONE (No reportable reimbursements.) S__QURCE DATES LOCATION PI)RPOSE ITEMS PAID OR PROVIDED I. 2. 3.4. 5.  FINANCIAL DISCLOSURE REPORT r~,mc of Person Reporting Date of Rep0rt Page 3 of 1 1 Edgar, R. Allan 04/8/2010 ~] NONE (No reportable liabilities.) ~ DESCRIPTION VALUE CODE 1. 2. 3. 4. 5.  Name of Person Reporting Date of Report PageFINANCIAL4 of 1 1 DISCLOSURE REPORT [ Edgar, IL Allan 041812010 NONE (No reportable income, assets, or transactiom.) D~plion ofAss¢~ Ii Income d~ng m~ v~ur at rnd T~n~ctions during r¢po~hg (including tmsl ass¢~) l r¢~ing psri~ cf rc~a~g ~dod (I) [ (2) 0) (2) (0 (2) (3) (4) Place (X) after ~ch ~¢t Amount ~ T~r (e.g.,Value Value T~e (e.g., DateV~lu~ Gainexempt f~m prior discl0~re Code I [ div., ~L C~2 M¢~ buy, s11, m~d~ Code 2Code I buyer/seller (A-H) or int.)(J-P) Code 3 r~rmption) (J-P)(A-H) (if pri~I~ (~[ t~actloa) 1. FSG B~k-C~nooga, ~, TRUSTEE SELF-DI~ED I~: 2. - Vang~d Windsor II Fund B Dividend L T3. - Harbor International Fund B Dividend M T 4. - T Rowe Price New Era Fund B Dividend M T Harbor Capital App. Fund A Dividend L T6. - Vanguard Mid-Cap Index Fund A Dividend L T7. - CGM Realty Fund A Dividend K T 8. - 1 Shares MSCI Pacific Ex Japan Fund A Dividend K T 9. - Fidelity Value Fund A Dividend K T I0. - Fidelity Contrafund A Dividend K T 11. - B~ndywine Fund None K T 12. - Fidelity Fifty Fund A Dividend K T 13. - Macquarrie Infrastructure Co. Trust None J T 14. - I-shares DJ US. Financial Services A Dividend K T 15. l-shares Brazillndex Fd A Dividend J T 16, JP Morgan Chase & Co 7.9% Bond A Interest K T 17. Merrill Lynch & Co 6.15% Bond A Interest K T I. lm:ome (3sin Codes: A -$ |,000 or lea B ~$1.001 - I2,500C =$2,501 - $$,000 D =$5,001 - $ I 5,000 E =$1 (Se¢ Column~ BI arid D4) F -$50,001 - $100,000 (3 -$100.001 - $1,000,000 1t 1-51,000,001 - *z50000.000 H2 =More than 2. Value Codes J ,-$15,000 or tess g-$15,001 - 550,000 / $ 50,001 - $100.000 M -$100.001 - $250,000 (See Co| umn~ CI and D3) N -$250,001 - $500,000O =$500,001 - $1.000,000 P I =51,000,001 - $5,000,000 P2 ~$5,000,001. $25,000,000 p] =$25.000,(201 - ~tS0.000.O00 p4 -More than $50,0(Xit.000 3. Valu~ Method Cod~ Q ~A.ppraisal K -Cos~ (Real Eslatc Only) S -Ass~menl I =Cash (Star Cohmm C2}U =Book ValueV =OlherW =Estimated
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