Gerald B Tjoflat Financial Disclosure Report for 2010

8/3/2019 Gerald B Tjoflat Financial Disclosure Report for 2010

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I A O I ORev. 1/2011 FINANCIAL DISCLOSURE REPOR TFOR CALENDAR YEAR 2010 Report Required by the Ethicsin Go vernm ent A ct of 1978(5 U .S.C. app. ,~ .~ 101-111)I . Person Reporting (las t name, firs t , middle ini t ia l)Tjof l a t , Ge ra l d B .

4. Title (Article III judges i n d i c a t e a c t i v e o r s e n i o r s t a t u s ;magistrate judges indicate full- or part- time)Art ic le I l l - Ac t ive

7. Chambers o r Office A d d r e s s300 No r th Ho g a n S t r e e tSuite 14-200J a c k s o n v i l l e , F lo r id a 32 2 02

2. Court o r O r g a n i z a t i o nI I th Circuit Court of Appeals

3. Date of R e p o r t05/10/201 I

5a . Repor t Type (check appropr ia te type)] N o m i n a t i o n , D a t e[] Initial [] Annual [] Final5 b . [] A m e n d e d R e p o r t8. O n t h e b a s i s o f t h e i n f o r m a t i o n c o n t a i n e d i n t h i s R e p o r t and anym o d i f ic a t i o n s p e r t a i n i n g t h e r e t o , it i s , i n m y o p i n i o n , I n c o m p l i a n c ew i t h a p p l i c a b l e l a w s a n d r e g u l a t i o n s .

Reviev , ing Off icer D a t e

6 . Repor t ing Per iod01/01/2010

to12/31/2010

I M P O R T A N T N O T E S : The instructions accompanying this form must be folioweK Complete all parts,check ing the NONE box for each par t where you ha ve no repor tab le in format ion . S ign on las t page .

I . P 0 S I T I 0 N S . c R e p o , ~ , g i n d i v i d u a l on l y ; see p p . 9 - 1 3 of fillng instructloD NONE (No reportablepositions.)POSITION

1. M e m b e r o f t h e B o a r d a n d M e m b e r o f t h e E x e c u ti v e C o m m i t t e e2. B o a r d M e m b e r

3.4.5.

NAME OF ORGANIZATION/ENTITYNor t h F l o r ida C ou nc i l B oy Sco u t s o f A m e r i caB oa rd o f Ove r se e r s o f t he Se a r l e C i vi l Ju s ti ce Ins t i t u te , Nor t hwe s t e rn U ni ve r s i tyS c h o o l o f L a w

I I . A G R E E M E N T S . R e p o r ~ . g i n d ~ i d . o l o . l y ; s e e ~ . 1 4 - 1 6 of filing instructionsO[] N O N E (No repor table agreem ents . )

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


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FINANCIAL DISCLOSURE REPORTPage 2 o f 7

N a m e o f P e r so n R e p o r t i n gT j o f l a t , G e r a l d B .

D a t e o f R e p o r t05/10/201 I

I I I . N O N - I N V E S T M E N T I N C O M E . (R ,poning indlv idual a ,d spo~e : s ee p~ 17-24 of filing instructions.)A. Filer s Non-Inves tm ent Incom e

~] N O N E (No reportable non-investment income.)DATE SOURCE AND TYPE

2.3.4.

INCOME(yours, not spouses)

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 - I f yo u w er e married during any por t ion o f th e re por t ing y e ar , c omple te th i s s e c t ion .(Dol lar amo unt not re quire d e xce pt f or honorar ia . )D N O N E (No reportable non-investment income.)

DATEI . 2010

2.3.4.

SOURCE AND TYPEPap p as Metc a l f J en k s an d Mil le r ( Law Fi r m)

I V . R E I M B U R S E M E N T S --transportation, lodging, food, entertainment.( I n c l u d e s t h o s e t o s p o u s e a n d d e p e n d e n t c h i ld r e n ; s e e p p . 2 5 - 2 7 o f f i li n g i n s t r u c ti o n s . )

D (No reportable reimbursements.)ONESOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED

1 . I n te r na t io n a l A s s oc i at io n o f February 13-14 Nap les , FL Sp e a ke r T ra n s p o rta t io n , m e a ls a n d lo d g in gD e f e n s e C o u n s e l2. A m e r i c a n C o n f e r e n c e February 17 -18 N e w Y o rk, N Y P a n e l P a r tic ip a n t Tra nspor t a t i on , m e a l s a nd l odg i ngInstitute3. Am eric a n B a n krup tc y M a rc h 15-16 N e w Y o r k , N M oot C ou r t Tra nspor t a t i on , m e a l s a nd l odg i ngIns t i tu te4. Phi D e l t a Phi E x ce l l e nce April 10-1 I W a s h i n g t o n , D C R e c e i v i n g E x c e l l e n c e Tra nspor t a t i on , m e a l s a nd l odg i ngAw ard Aw ard5. No rthw este rn U niversity Ap ril 12-13 C h i c a g o , I L S ear le Civ i l J us t ic e I n s t i tu te Tra nspor l a t i on , m e a l s a nd l odg i ngBo ar d o f O ver seer sMeet in g


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N a m e o f P e r s o n R e p o r t i n gT j o f l a t , G e r a l d B .

D a t e o f R e p o r t05/10/201 I

6. F l or i da B a r June 24-25 Orl a ndo , F L Pan e l Par t i c ip an t Tra nspor t a t i on , m e a l s a nd l odg i ng7. G eo r g e Maso n U n iver s i ty O c to b er 2 7 -2 8 W as hin gto n, D C S ea rle C ivil Justic e In stitu te T ra ns po rta tio n, m ea ls a nd lo dg in gFo un d a t io n , I n c . B oa rd o f Ove r se e r sMeet in g8.9.I0 .1 1 .1 2 .1 3 .

1 4 .


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N a m e o f P e r so n R e p o r t i n gTjofla t , Gera ld B.

D a t e o f R e p o r t05/10/2011

V . G I F T S . t tn c t u d o s t h o ~ e t o ~ p o u s e a n d d e p e n d e n t c h i l d re n : s e e p p . ~ - ~ o f ~ l ~ g i n s t~ . c ~ o n ~N O N E (No reportable gifts.)

SOURCE DESCRIPTIONI.

2.

3.

4.

5.

VALUE

V l . L I A B 1 L I T I E S . (Includes those of spouse and dependent children; see pp. 32-33 of filing instructions~)N O N E (No reportable liabilities.)

CREDITOR DESCRIPTIONI.2.3.

4.5.

VALUECODE


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FINANCIAL DISCLOSURE REPORTPage 5 of 7

N a m e o f P e r s o n R e p o r t i n gTjo f la t , Ge ra ld B .

D a t e o f R e p o r t05/10/201 I

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 t u e . , ~ o , ~ a c , ~ o , ~ ~ l n c tu d e $ t h o s e o f s p o u s e a n d d e p e n d e n t c h i l d r e n : s e e p l x 3 4 - 6 0 o f f i l in g i n s t r u c t i o n s . )N O N E (No reportable income, assets, or transactions.)

D e s c r ip t io n o f A s se ts I n c o m e d u r in g( in c lu d in g trus t a s se ts ) re p o r t in g p e rio d

(I) (2)P l a c e " ( X ) " a f t e r e a c h a s s e t i A m o u n t T y p e ( e . g . ,

e x e m p t f r o m p r i o r d i s c lo s u r e ] Code I d iv . ,( A - H ) o r i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o dO) (2)

V a lu e V a lu eC o d e 2 M e tho d

( J - P ) C o d e 3

(t )T y p e ( e . g .,

buy, se l l ,r e d e m p t i o n )

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

(2) (3) (4) (5 )D a t e Value Gain Identity o f

m m / d d ~ y C ode 2 C o de I buy e r/se lle r( J - P ) (A-H) ( i f p r i v a t et r a n s a c t i o n )

5.6.

Dav is New York Ven ture Fund (Mutua lF u n d )R o g er s , T o w er s , Ba i ley , J o n es & G ay P .A.(401K)Alliance Ber stein Global Technology(Mutual Fund)Columbia Marsico Focused Equit ies Fund(Mutual Fund)Manu l i fe F inanc ia l ( 401K) Pappas M etca l f. le n k s & M i ll e rQ u a k e r S t r a t eg i c G r o w t h F u n d ( M u t u a lF u n d )

E Dividend

A Dividend K

A Dividend JA Dividend KA Dividend NA Dividend J

S o l d

TTT

TT

01/06/10

I0 .

1 1 .

1 2 .

1 3 .

1 4 .

1 5 .

1 6 .

1 7 .

I. In c o me Ga i n Co d e s :( See C o l umns B I and D4 )

2. Value( See C o l umns C l and D3 )

3. Value Method Codes( See C o l umn C 2 }

A =$1.000 or lessF =$50,001 - $ 1 0 0 . 0 0 0J -$15.000 or h:ssN $250.001 - $500.000P3 =$25.000.001 - $ 50.000.000Q Appra i s a lU B o o k V a l ue

B =$1,091 - $2,500G =$I00,~01 - $ IK = $ 1 5 . ~ 1 1 - $ 5 0 . ~O =$50~.001 -R =:Cost (Real Estate Only)V =O lhc r

C =$2.501 - $5,000I t l =$1.000.001 - $5.000.000L =$50.001 - $100.000PI =$1.000.001 - $5.000.000P4 = M o r e tha n $5 0 .000 .000S ~Assc ssm~mtW -E s t i mat ed

D : $ 5 . 0 0 1 - $15,000112 =More than $5.000.000M :$100.001 - $250.000P2 =$S,000.001 - $25.000.0007" =Cash Market

E = $ 1 5 , 0 0 1 - $50.000


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FINANCIAL DISCLOSURE REPORTP a g e 6 o f 7N ame o f P e rs on Repor t ingT j o f l a t , G e r a l d B .

Date of Report05/10/2011

V II I . A D D I T I ONA L I NF OR M A T I ON OR E X P L A NA T I ONS . (Indicate part of repor~)


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N a m e o f P e r s o n R e p o r t i n gT j o f l a t , G e r a l d B .

Date of Repor t05/10/201 I

IX. CERTIFICATION.I c e r t if y t h a t a ll 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 ru 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 t u to r yp r o v i s i o n s p e r m i t t i 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 r t i f y t h a t e a r n e d i n c o m e f r o m o u t s i d 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 nc 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 i a l C o n f e r e n c e r e g u l a t i o n s .

Signatur e: S[ Gerald B. Tjoflat

N O T E : A N Y I N D I V ID 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 L 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 ILA 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 . 10 4 )

C o m m i t te e o n F i n a n c i a l D i s c lo s u r eAdmin is t ra t ive Off ice o f the Uni ted Sta tes Cour tsSuite 2-301O n e C o l u m b u s C i r c le , N .E .W a s h i n g t o n , D . C . 20 5 4 4

Gerald B Tjoflat Financial Disclosure Report for 2010

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