or d o - Judicial WatchPOSITION NAE OF ORATIONTITY PRTIES AND TEMS -rt C) :0:1: FNNCL DIiosRE bRT ....
Transcript of or d o - Judicial WatchPOSITION NAE OF ORATIONTITY PRTIES AND TEMS -rt C) :0:1: FNNCL DIiosRE bRT ....
POSITION NAME OF ORGANIZATION/ENTITY
PARTIES AND TERMS -rt
C)
:::0:1:
Report Required by the Ethics FINANCIAL DIS:-eiosURE ru1PbRT in Government Act of 1978
FOR CALENDAR YEAR 2005 (5 u.s.c. app. §§ 101-111)
t. Person Reporting (last name, lint, middle Initial)
Granade, Callie V
2. Court or Organization
Southem District of Alabama
3. Date of Report
06/2412006
4. Tille (Article Ill judges Indicate active or oenior stains; magistrate judges Indicate full- or part-lime)
U.S. District Judge - Actve
SL Report Type (dieclt appnpriate type)
0 Nomination, Date
0 Initial Annual 0 Final
6. Reporting Period
01/0112005 to
12/31/2005
Sb. 0 Amended Rq>Ort
7. Chamben or Office Address
John Campbell U.S. Courthouse 113 St. Joseph Street Mobile, Alabama 36602
8. On the bub oftbe lnformatleia ceatalned In this Report and any modifications pertaining tbente;lt II, In my opinion, In compDance witil applicable lam and regulatlelll.
Reviewing Officer Date
•
IMPORTANT NOTES: The in. tructions accompanying this form mllSI befollow8 Complete all pans, checking the NONE box/or each part wher11 you ha1111 no reportabl11 infonnatitlff. Sign._, Jf'tpage.
1
I. POSITIONS. (Reporting lndlvldaal only; see pp. 9-13 o/lnstructJon.f.)
D NONE (No reportable positions.)
'>··.::
I. Trustee Trust #I
2.
3.
4.
5.
,__, =r•,r,) c--=>
n. AGREEMENTS. (R•porting lndivldu<rl only; .m pp. U-16 o/ln.f/ructions.)
[RJ NONE (No reportable agreement.Y.)
I.
2.
(/) 0-
CJ '--r--,, c::: o- ::2: (!)Z
Nc?
::u
_J fT1C)
O? }> -,, r·-
N
m
--
(') rn
< rn 0
3.
SQURCE AND me
SOURCE
SOURCE DESCRIPTION
INCOME
5.
Na or Penon Reporting FINANCIAL DISCLOSURE REPORT
Page 2of15
., Date orReport
Grnnade, Callie V 06/24/2006
Ill. N 0 N-INVES T.MENT INCOME. (Reporting lndlvidtud ll1ld .'Pflus•; seo pp. 17-U o/lnstr11cdon.v.)
A. Filer's Non-Investment Income
[KJ NONE (No reportable non-investment income.)
(yours, not spouse's)
1.
2.
3.
4.
5.
B. Spouse's Non-Investment Income - Ifyo11 were ''"'"kd during any portion of the reporting,_, co"'l'l•te thhr .vection.
(Dollar amount not required except/or /ronoruri'a.)
D NONE (No reportable non-investment income.)
AND IDE
I. 2005 Southwest Bancshares, Inc. (directoc's fees)
2. 2005 Stone, Granade & Crosby, P.C. (law finn income)
3.
4.
IV. REIMBURSEMENTS -trttn.<por/'11/on, lodglng,food, enterudnment
(Includes dw.<e lfl .-pouse and dependent children. See pp. 25-27 <If lnvtructimrs.)
!KJ NONE (No reportable reimbursements.)
1.
2.
3.
4.
5.
SOURCE DESCRIPTION
CREDITOR DESCRIPTION VALUE
2.
N11111e or Person Reporting Date or ReportFINANCI.Al; DISCLOSURE REPORT Page 3of15 Granade, Callie V 0612412006
V, GIFTS. (Jncl11du tltose to SJHlll.<e 11nd dependent chUdren. See pp. 28-31 nflnstrucdnn.<.)
[RJ NONE (No reportable gifts.)
I.
3.
4.
5.
VL LIABILITIES. (lnc/114• thnse t1/SJH11lSt t1nd dependent children. See pp. 32-.U nfln.m-11ctinn.f.)
0 NONE (No reportable liabilities.)
CODE
I. First Community Bank Mortgage on real property None
2.
3.
4.
s.
Name of Pel'.iiin R.eptirting Date of ReportFINANCIAL DISCLOSURE REPORT Page 4of15 Granade, Callie V 06/2412006
VII. INVEST1\1ENTS and TRUSTS - Income, l'lfllle, transactions (lndlldes those of the .'J'OllS• .. nd dependent chlldrtn. Set pp. 34-57 ofjillng /nstractlon:r)
D NONE (No reportable income, assetv, or transactions.)
A. B. c.
Description of Assets Income during Gross value at end of (including trust assets} reporting period reporting period
(I} Place "(X}' after each asset Amount
exempt from prior disclosure CodeI (A-H)
I. Southwest Bancshares stock (see note) G
2. First Community Bank Accowlts c
3. Wachovia BankAccounts (formerly A SouthTrust Bank)
4. AmSouth Bank Accowrts A
5. Army Aviation Center Federal Credit A Union Account
6. 112 interest in Virginia Properties, LLC D (see note)
7. 20% interest in Britton Point, LLC
8. Morgan Stanley Brokerage Account
9. - Bank Deposit Program Morgan A Stanley Bank (see note)
I 0. - Alberto Culver B Co. Stock A
11. - American Cap Strategies Ltd A common stock
12. -American Standard Companies A common stock
13. -Amgen Inc. stock
14. - Anheuser Busch common stock
I 5. - Bank of America Corp. common B stock
16.
17. - Biotech Holders Tr. stock
(2) Type(e.g. div., rent,
or int.}
Dividend
Interest
Interest
Interest
Interest
Distribution
None
Interest
Dividend
Dividend
Dividend
None
None
Dividend
None
(I) Value
Code2 (J-P}
P l
M
J
K
K
M
K
M
J
K
J
L
K
(2) (I) Value Type(e.g.
Method buy, sel Code 3 merger,
(Q-W) redemption)
Q
T
T
T
T
T
w
T
Sell
T Buy
T Buy
T Buy
Sell
T Buy
Buy
T Buy
D. Transactions during reporting period
If not exempt from di9closure
(2) (3) (4) (S} Date Value Gain Identity of Month- Code2 Code! buyer/seller
Day (J·P) (A-H} (if private transaction}
12115 K
918 J
4/19 K
4119 J
116 L B
4119 K
6130 K
in K
1. Income Gain Codes: A-SJ,000 or less B -$1,001 • $2,500 C-$2,501 •$5,000 D-$5,001 • $15,000 B-$15,001-$50,000
(See Columns Bl andD4) f-$50,001 • $100,000 0-$100,001 • $1,000,000 HI -$1,000,001 ·$5,000,000 H2 -More than$5,000,000
2. Value Codes I -$15,000 or leu K-$15,001 •$50,000 L-$50,001-$100,000 M-$100,001 •$250,000
(See Columns Cl and DJ) N -$250,001 • $500,000 0-$500,001 • Sl,000,000 Pl -$1,000,001 • $5,000,000 P2-$5,000,001 • $25,000,000
3. Value Method Codes P3 -$25,000,001 •$50,000,000 R-Cost(Real Estalo Onl)'.) P4 -Mor< than $50,000,000 T-C..,hMasket
(See Column C2) Q-AP!'nlisal V --Other S-Alseument
U ool:Value W -Estimated
Namfllf Peno a Reporting "Date of ReportFINANCIAL DISCLOSURE REPORT
Page 5of15 Granade, Callie V 06124/2006
VII. INVESTMENTS and TRUSTS -illcome, value, INlllsactinns (lndlllles tho.ft oflh• spouse tllld dependurt chmtren. Seepp. 3./-57 of filing Instruction.<)
D NONE (No reportable income, assets, or transactions.)
A. B. c. D. De.;cription of Assets Income during Gross value atend of Tra nsactions during reporting period
(including trus t assets) repor ting period reporting period
(1) (2) (1) (2) (l) Tfnot exempt from disclosure
Plac<> '(X)" after each asset Amoun t Type(e.g. Value Value Type(e.g. (2) (3) (4) (5) exempt fromprior disclosure Code l div ., ren Code2 Method buy, sell, Date Value Gain Identity of
(A-H) or int.) (J-P) Code3 merger, Month- Code2 Code l buyer/seller (Q-W) redemption) Day (J-P) (A-H) (ifpriva te
transaction)
18. - Brown Forman Corp CL B stock A Dividend Sell 918 K D
19. - Cisco Sys Inc. stock None Sell 10/6 K c
20. - Corporate Executive Bd. Stock A Dividend L T Buy In J
21. Buy 6/30 J
22. - Dell Inc. stock None Sell 4/19 L
23. - Diageo PPLC SponADR stock A Dividend K T Buy 4/19 K
24. Buy 6/30 J
25. - Fifth 3rd Bancorp Ohio stock A Dividend Sell 4/11 K
26. - Gannin Ltd. stock A Dividend K T
27. - Genentech Inc. stock None Buy 4/19 J
28. Sell 9/8 K D
29. - Goldman Sachs Grp. Inc. stock A Dividend L T Buy In K
30. Buy 4119 J
31. - Harley Davidson Inc. stock A Dividend Buy 4/19 J
32. Sell 9/13 K
33. - Home Depot, Inc. stock A Dividend L T Buy 918 L
34. Buy 10/06 J
1. Income Gain Codca: A-$1,000 or leas 8-$1,001. $2,500 C-$2,501 • $5,000 D-$5,001 • $15,000 E-$15,001-$50,000
(See Columns 81 and D4) F-$50,001- $100,000 0-$100,001 • $1,000,000 HI -$1,000,001. $5,000,000 H2 -More than $5,000,000
2.Value Codea 1-$15,000 or less K-$15,001-$50,000 L-$50,001 • $100,000 M-$100,001 • $250,000
(See Columns Cl and D3) N -$250,00 I • $500,000 0-$500,001. $1,000,000 Pl -$1,000,001 • $5,000,000 P2-$5,000,001 -$25,000,000
3. Value Method Codes P3 -$25,000,001 • $50,000,000 R-Cost (Real l!sWc Only) P4-Mo,. than $50,000,000 T-C..hM:uket
(See Column C2) Q-App,.isat V-Other S -Aasessment
U-llookValue W-Estimated
Name of Person Reporting Date of Report FINANCIAL"'DISCLOSUREREPORT
Granade, Callle V Page 6of15 06/2412006
vn. INVESTMENTS and TRUSTS - lnc11111e, val% tN111.<t1cdon.v (lnd"dt.v thO.fe of/ht SJ10"-'• 1111d dependent children. Stt pp. 3"-57 o/f/IJng lnstracdon.f)
D NONE (No reportable income, assets, or transactions.)
A. Description of Assets
(including trust assets)
Place "(X)" after each asset
exempt from prior disclosure
B.
Income during rqxirting period
c. Gross value at end of
rqxirting period
D.
Transactions during reporting period
(I) (2) (l) (2) (l) Ifnot exempt from di.sclosurc
Amount Code I
(A-H)
Type(e.g. div., rent,
or int.)
Value Code 2 (J-P)
Value Method Code3
(Q-W)
Type(e.g. buy, sel merger, redemption)
(2) Date Month-
Day
(3) Value Code2
(J-P)
(4) Gain Code I
(A-H)
(5) I dentity of buyetiseller
(if private transaction)
35. - International Speedway Corp. stock A Dividend Buy 4/19 J
36. Sell 12115 J
37. - McData Corp. common stock None J T
38. - Medtronic A Dividend K T
39. - Microsoft Corp common stock A Dividend K T Sell 4/11 K E
40. - Monsanto Co. stock A Dividend J T
41. - Mylan Laboratories Inc. stock A Dividend Sell 4/11 K
42. - Myriad Genetic, Inc. stock None Sell 12/15 J
43. - National City Corp. stock c Dividend L T
44. - Pepsico Inc. NC stock A Dividend L T Buy 4/19 J
45. Buy 9/8 J
46. Buy 10/06 J
47. - Piper Jaffiay Cos. stock None J T
48. - Sandisk Corp stock None Sell 918 K c
49. - Sherwin Williams Co. Ohio stock A Dividend K T Buy 918 K
50. Buy 10/06 J
51. - Stryker Corp stock A Dividend Sell 6122 L B
1. Income Gain Codes: A41,000or!CSI B-$1,001 • $2,500 C-$2,501 • $5,000 045,001-$15,000 E-$15,001 • $50,000
(See Columns 8 I and 04) r -$50,001. s100,ooo 04100,001 ·$1,000,000 HI -$1,000,001- $5,000,000 H2-More1han $5,000,000
2. Value Codes J -$15,000 or less I(415,001. $50,000 L-$50,001. $100,000 M -$100,001 • $250,000
(See Columns Cl and 03) N4250,001. $500,000 04500,001- $1,000,000 1'141,000,001 • $5,000,000 l'2 -$5,000,001 • $25,000,000
3. Value Me!hod CodCI P3 -$25,000,00 I • $50,000,000 R -Cost (Real Estote Only) l'4 -Mo"' than $50,000,000 T-C.W.Market
(See Column C2) Q-Apprat.al V-Other S -Assessment
U -Book Value W-Estimated
Name ef PenoD l!qi9rtiug Date of ReportFINANCIAL-DISCLOSURE REPORT
Page 7of15 Granade, Callie V 0612412006
VII. INVESTMENTS and TRUSTS -lnco-, val1tt, trans1U:dons (Includes tho.ft n/tht spnltSe and dependent chfldren. Stepp. s.t-57 o/ftllng lnstr11cdons)
D NONE (No reportable income, assets, or transactions.)
A. Description of Assela
(including trust assets)
Place "(X)" after each asset exempt fiom prior disclosure
B.
Income during rq>orting period
c.
Gross value at end of rq>orting period
D.
Transactions during reporting period
(1) (2) (1) (2) (1) If not exempt from dbclOSUle
Amount Code l (A-H)
Type (e.g. div., rent,
or int.)
Value Code2
(J-P)
Value Method Code 3
(Q-W)
Type(e.g. buy, sel
merger, redemption)
(2) Date Month-Day
(3) Value Code2 (J-P)
(4) Gain Code l (A-H)
(5) Identity of buyer/seller (if private transaction)
52. - Sysco Corp stock B Dividend L T
53. - Target Corporation stock A Dividend L T
S4. - Teva Pharmaceuticals stock A Dividend K T
55. - The Advisory Board Co. stock None K T Buy 7/19 K
56. Buy 10/6 J
57. - The Scotts Miracle-Gro Co. stock A Dividend L T Buy 4/19 J
58. - TJX Cos. Inc. stock A Dividend J T Buy in J
59. - Toyota Motor Cp ADR stock A Dividend K T
60. - U.S. Bancorp common stock B Dividend K T
61. - Wash Real Est Inv Tr Maryland stock B Dividend Sell 12/15 K
62. - Wells Fargo & Co. stock B Dividend L T Buy 4/19 K
63. - Wilmington Trust Corp. B Dividend K T
64. - XM Satellite Radio Holding Cl A K T stock
65. - Alabama Judicial Bldg. AU Rev None M T Bond
66. - Alabama Wtr Pollution Ct! Auth Rev B Interest K T Revolving Fund Ser B
67. - Lauderdale Cnty & Florence, AL B Interest K T Health Rev. Bond
68. - Alabama St Ser A Gen! Obi Vond B Interest L T
J. Income Gain Cocka: A-$1,000 or less B-Sl,001 • $2,5-00 C-$2,501 • $5,000 D -$5,001 • $15,000 1!-$15,001 -$50,000
(See Columns B 1 and D4) r -sso,001 • s 100,000 0 -$100,001 -$1,000 ,000 Hl-$1,000,001-SS,000,000 R2 -More than $5,000,000
2. Value Codes J -$15,000 or less K-$15,001 -$50,000 L-S50,001-s100,ooo M -$100,001 -$250,000
(See Columns Cl and D3) N -$250,001 • $500,000 0-$500,001 -$1,000 ,000 Pl -$1,000,001 • $5,000,000 1'2 -$5,000,001 -$25,000,000
3. Value Metliod Codes Pl -$25,000,001 -$50,000,000 R -Cost (Real Estate Only) P4 -More than$50,000,000 T-CashMarlce1
(See Column C2) Q-Apprai&al V --Other S -Assessment U-BookValue W-&limated
... .;;;;;;.._ ..- · · ..... R.ipij'rtliig
I
FINANCIAL DISCLOSURE REPORT Page 8of15
. -Name of Person Date of Repotf'
Granade, Callie V 06124/2006
VII. INVESTMENTS and TRUSTS -lncmne, Niue, transacli<>ns (lncllUles those ofthe spnw;t 1111d lkpendent clrlldrtn. Supp. 3 57of filing lnstrticti<>n.•)
D NONE (No reportable income, assets, or transactions.)
A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period
(inclu ding trust assets) reporting period reporting period
(1) (2) (1) (2) (1) Jf not exempt from disclosure
Place "(X)" after each asset Amount Type(e.g. Value Value Type(e.g. (2) (3) (4) (5) exemptfrom prior disclosure Code l div .. ren Code2 Method buy,seli Date Value Gain Identity of
(A·H) orint.) (J-P) Code3 rnetger, M onth- Code2 Code l buyer/sel ler (Q-W) redemption) Day (J-P) (A-H) (if priva te
tra nsaction)
69. - Seariver Maritime Def Interest None L T Debenture zero coupon
70. - Allianceber Growth B Mutual Fund None L T
71. - American Amcap B Mutual Fund None L T
72. - American Growth Fund of America None K T Mutual Fund
73. - American Inv Co. of America B None L T Mutual Fund
74. - Allstte Life Variable Annuity (MS B None L T VA W/MAV db/5% IB)
75. Morgan Stanley Retirement Account A Dividend L T
76. - Allianz CCM Cap Apprec B Mutual Fund (see note)
77. II I 2 mineral rights, parcel in None ] w Washington Cnty, AL
78. 40"/o interest in Daphne Offices, LLC D (see note)
Distribution L Q
79. 12.5% interest in office building, Bay c Minette, AL (see note
Rent K Q
80. 26.5% interest in South Baldwin D Distribution K Qoffices, LLC (see note)
8 I . 113 int in real estate parcel #I in None K w Washington Co., AL
82. 1/3 int in real estate parcel #2 in None ] w Washington Co., AL
83. Royalty Interest, Richland Parish, LA None Sell 1115 SIU, Inc. and John (see note) Sipple
84. Royalty Interest, Copiah County, MS None Sell 1115 SIU, Inc. and John (see note) Sipple
85. Royalty Interest, Harrison County, MS. None Sell 1115 SIU, Inc. and John (see note) Sipple
I. Income Gain Codes: A-SJ,000 or less B-$1,001 • $2,500 C-$2,501. $5,000 D -$5,001 • $15,000 E-$15,001 • $50,000
(S<eColumnsBJ andD4) F -$50,001 • $100,000 0-$100,001-$1,000,000 HJ -$1,000,001 • $5,000,000 H2 -More than $5,000,000
2. Value Code& 1 -$15,000 or leu IC-$15,001 ·$50,000 L-$50,001 • $100,000 M-$100,001 • $250,000
(See Columns CJ and D3) N-$250,001 • $500,000 0-$500,001. $1,000,000 Pl -$1,000,001 • $5,000,000 P2-$5,000,001 • $25,000,000
3. Value Method Code& P3 -$25,000,001 • $50,000,000 R -Cost(Real Estate Only) P4 -More than $50,000,000 T-Cash Marlcet
(See Column C2) Q-Appraisal V --Ocher S-Asaessment
U -Book Value W-Eatimalcd
(see
stod
86. Royalty Interest, Lincoln Co.unty, MS. (see note)
None Sell 1115 SIU, Inc. and John Sipple
87. Royalty Interest, Madison County, MS (see note)
None Sell 1115 SIU, Inc. and John Sipple
88. Royalty Interest, Yazoo Collllty, MS. (see note)
None Sell 1115 SIU, Inc. and John Sipple
89. Royalty Interest, Union County, FL note)
None Sell 1115 SIU, Inc. and John Sipple
90. Royalty Interest, Pearl River County, MS (see note)
None Sell 1115 SIU, Inc. and John Sipple
91. Royalty Interest, Jackson County, MS None Sell 1115 SIU, Inc. and John Sipple
92. Royalthy Interest, Baldwin County, AL (see note)
None Sell 1115 SIU, Inc. and John Sipple
93. Royalty Interest, George County, MS. (see note)
None Sell 1115 SIU, Inc. and John Sipple
94. Royalty Interest, Greene County,MS. (see note)
None Sell 1115 SIU, Inc. and John Sipple
95. Royalty Interest, Bradford County, FL (see note)
None Sell 1115 SIU, Inc. and John Sipple
%. Royalty Interest, Mobile County, AL (see note)
None Sell 1115 SIU, Inc. and John Sipple
97. Morgan Keegan SEP/IRA (see note) A Dividend Sell 9/1 L
98. - Buckeye Technologies common Sell 8/30 J A
99. -Energy South common stock Sell 8/30 K B
I 00. - Psychomedics Corp stock Buy 1/19 J
IOI. Partial Sell 6129 J
102. Sell 8/30 J A
Date at Report Name of Penoa Reporting FINANCIAL DISCLOSURE REPORT
Granade, Callle V 06/24/2006Page 9of15
D NONE (No reportable income, a.vsetv, or transactions.)
VII. INVESTMENTS and TRUSTS -lnco-. ra/w, trmmrcdnns (lndlllles thn.ve nfthe .fJHllU• and dependent children. Sll pp. 34-57 of filing instrucdon.f)
buy, merger,
A. Description of Assets
(including trust assets)
Place (X)' aftere:icb asset exempt from prior disclosure
B.
Income during reporting period
c.
Gross value at end of reporting period
D.
Transactions during reporting period
(I) (2) (1) (2) (1) Ifnot exempt from disclosure
Amount Code l
(A-H)
Type(e.g. div., ren or int.)
Value Code2 (J-P)
Value Method Code 3
(Q-W)
Type(e.g. sel
redemption)
(2) Date Month-Day
(3) Value Code2 (J-P)
(4) Gain Code l
(A-H)
(5) ldentityof buyer/seller (if private transaction)
1. Income Gain Codes: A-$1,000 ot less B-$1,001. $2,500 C-$2,501 -$5,000 D-$5,001 -$15,000 E -$15,001 • $50,000
(See Columns BI and D4) f-$50,001 • $100,000 0-$100,001. Sl,000,000 HI -11,000,001 • $5,000,000 112 -More 1han $5,000,000
2. Value Codes J-$15,000 or leas K-$15,001. $50,000 L-$50,001. $100,000 M -$100,001 • $250,000
(See Columns Cl and D3) N-$250,00 l • $500,000 0-$500,00I • $ 1,000,000 fl -$1.000,001-$5,000,000 P2-$5,000,001 • $25,000,000
3. Volue Mc1hod Codes Pl -$25,000,001 • $50,000,000 R -Cost (Reol l!atak Only) P4 -Moro than $50,000,000 T-Cash Market
(See Column C2) Q-Appraisal V --Othc:r S -Aaessment
U -Book Value W -Bllimated
Name of Person Reporliog Date of Report FINANCIAL DISCLOSURE REPORT Granade, Callie VPage 10of15 06/2412006
VII. INVESTMENTS and TRUSTS - Income, NIRe, transaction• (lncJwles those o/tlt• spouseand dependent children. See pp. 34-57 of filing ln.<truclions)
D NONE (No reportable income, assets, or transactions.)
A. Descripti on of Assets
(includingtrust a ssets)
Place "(X)" afte r each asset
exempt from prior disclosure
B.
Income during reportingperiod
c.
Gross value a t end of reportingperiod
D.
Transactions during reporting period
(l) Amou nt Code I (A-H)
(2) Type(e.g. div., rent,
or int.)
(1) Value Code2 (J-P)
(2) Value
Mediod Code3 (Q-W)
(1) Type(e.g. buy, sel merger, redemption)
Ifnot empt from dlsclosure
(2) Date Mondi -Day
(3) Value Code2 (J-P)
(4) Gain Code I (A-H)
(5) Identit y of buyeu'seller (if privat e transaction)
103. - Stone Energy Corp stock Sell 6122 J
I 04. - Servicemaster Company stock Sell 8/30 J
105. - Maytag Corp stock Buy 61'12 J
106. Sell 6124 J A
I 07. - St Joe Paper Co. stock Buy 6/27 J
108. Sell 8/11 J A
109. - American Fin. Realty Trust Buy 6127 J
l lO. Buy 8/15 J
l l 1. Sell 8/31 J A
112. - Drey Money market Redeem 8/31 L
113. Fiserv IRA (formerly known as First Trust Datalynx)
114. - Sequoia Fund
E Dividend N T
115. - Fiserve Trust Money Market account (form'ly First Trust)
116. - Dodge & Cox. Stock Fund Buy 6127 J
117. Buy 7/18 J
118. Buy 9/1 J
119. Buy 9n J
I. lm:omc Goin Cndeo: A-$1, 000 or less B-$1,001 • $2,500 C-$2,501 • $5,000 D-$5,001 • $15,000 1!-$15,001 • $50,000
(See Columns Bl and D4) F-$50,001 • $100,000 0-$100,001-$1,000,000 Hl-$1,000,001-$5,000,000 H2 -M0<e than $5,000,000
2.Value Codes 1-$15,000 or less K-$15,00l ·$50,000 L-$50,001-$100,000 M-$100,001 • $250,000
(See Columns Cl and Dl) N-$250,00 I • $500,000 0-$500,00I • $1,000,000 Pl -$1,000,001 • $5,000,000 P2-$5,000,001 • $25,000,000
3. ValueMethod Codes Pl -$25,000,001 • $50,000,000 R -Coat (Real !!state Only) P4 -More than $50,000,000 T-Cosh M.m:t
(See Column C2) Q-Appmisal V-Other S -Aaesament
U-BookValuc W-Bstimated
Name or Pers<iJrReportlng Date or ReportFINANCIAL DISCLOSURE REPORT Page 11of15 Granade, Callie V 06/2412006
VII. INVESTMENTS and TRUSTS - Income, NIMe, INUlsacdons (Includes tho.ft of th• spouse utdlkpendent children. Set PP• 3-1-57 offrllng ln.<truction.v)
D NONE (No reportable income, assetv, or transactions.)
A. B. c. D.
Description of Assets Income during Gross value at end of Transactions during reporting period (including trust assets} reporting period reporting period
(l} (2} (l} (2} (l} Ifnot exempt from dlsclosure
Place "(X)" after each asset Amount Type(e.g. Value Value Typc(e.g. (2) (3} (4) (5)exempt from prior disclosure Codel div., ren Code2 Method buy, sel Date Value Gain Identity of
(A-H) or int .) (J-P) Code3 merger, Month- Code2 Codel buyer/seller (Q-W) redemption) Day (J-P) (A-H} (if private
transaction)
120. Buy 9/9 J
121. - Dodge & Cox International Stock Buy 9/1 J FIUldClA
122. Buy 1112 J
123. - First Eagle Global Fund Class A Buy 612 K
124. - First Eagle Global Fund Class I Sell 612 K
125. Buy 9/1 K
126. Buy 9n J
127. Buy 919 J
128. - Turner Microcap Growth Fund Buy 4n J
129. Buy 6/27 1
130. Buy 7/18 1
131. Buy 9/1 1
132. Buy 9n 1
133. Buy 919 1
134. - Matthews Pacific Tiger Buy 9/12 1
135. Buy 9/16 1
136. Buy 9/28 1
1.lncome Oain Codea: A-$1,000 or less B-$1,001. $2,500 C-$2,501 • $5,000 D-$5,001 • $15,000 B-$15,001 ·$50,000
(See Cohlmns 8I and D4) r -sso,001. s100,ooo 0-$100,001 • $1,000,000 HI -$1,000,001- $5,000,000 H2 -More than $5,000,000
2. Value Codes 1 -$15,000 or leu K-$15,001-$50,000 L-$50,001- SI00,000 M-$100,001 • $250,000
(See Colum111 Cl and D3) N -$250,00 I • $500,000 0-$500,001 • Sl,000,000 Pl -$1,000,001- $5,000,000 P2-$5,000,001 • $25,000,000
3. Value Method Codes P3 -$25,000,001 • $50,000,000 R-COJI (Real llstate Only) P4 -More than $50,000,000 T-CashMarl<et
(See Column C2) Q-Appraisal Y-other S-Ass=ment
U -Book Value w -e.timated
Date of Rii:Pi>rtFINANCIAL DISCLOSURE REPORT Name er PerooifReportlog
Page 12of15 Granade, Callie V 06/2412006
vn. INVESTMENTS and TRUSTS - income, mlue, tran.<flCtWlfS (includes those oftht.<pOILrt IUld dept11dmt children. See PP. 34-57 of filing lnstrucdon.<)
D NONE (No reportable income. assets, or transactions.)
A. Description of Assets
( including trus t assets)
P lace •(X}" after e<1ch asset
exemptfrom prior dis closure
B. I ncome during
reporting period
c. Gross value at end of
reporting period
D. Transactionsduring reporting period
(l) (2} (1) (2) ( l) Ifnot C?tempt from disclosure
Am ou nt Code I (A-H)
Type(e.g. div., ren
or int.)
Value Code2 (J-P)
Value Method Code3
(Q-W)
Type(e.g. buy, sel merger, redemption}
(2} Da te M onth-Day
(3) Value Code2 (J-P)
(4) Gain Code I
(A-H)
(5} Identity of buyer/sel ler
( if pr ivate transaction}
137. - Franklin/Mutual Discovery Class Z Buy 7/28 J
138. Buy 8/3 J
139. Buy 9115 J
140. Buy 9123 J
141. - Ivy Science and Technology Class A
Buy 7/28 J
142. Buy 919 J
143. Buy 9127 J
144. - Constellation Tip Hlthcare & Biotech Cl II
Buy 8/3 J
145. Buy 9/1 J
146. Buy 919 J
147. Trust #1 (See note) (See part 1, Line 1 None M u
148. Trust #2 (see note) None Pl Q
149. - Southwest Bancshares stock
150. Smith Barney Citigroup acct. (fonnerly Salomon Smith Barney)
151. - GE Life & Annuity annuity None K T
152. Pennsco SEP IRA (see note) None Sell 3/31 M
153. Stone, Granade & Crosby, P.C. 40l(k) (see note)
None L T
I. lnromc Gain Codes: A-$1,000 or leu B -$1,001 • $2,500 C-$2,501 • $5,000 D-$5,001. $15,000 E-$15,001. $50,000 (SeeColumnsEI andD4) r -s50,001 • s 100,000 0-$100,001 ·$1,000,000 HI -$1,000,001-$5,000,000 R2 -More than $5,000,000
2. Value Codes 1-$15,000 or less R-$15,001 ·SS0,000 L-$50,001 • $100,000 M-$100,001. $250,000
(See Columns Cl and D3) N-$250,00 I • $500,000 0-$500,001 • $1,000,000 Pl -$1,000,001 • $5,000,000 P2-$5,000,001 • $25,000,000
3. Value Method Codes P3 -$25,000,001 • $50,000,000 R -Cost (Real l!stale Only) P4 -Mono than $50,000,000 T-Cash Market
(See Column C2) Q-Appmisal V --Other S -A.ssc9sment
U-BookValue w -Estimal<d
merge
Name of Penon Reporting FINANCIAL DISCLOSURE REPORT
Page 13of15 Granade, Callie V 06/24/2006
Date ofltiijiOrt
VII. INVESTMENTS and TRUSTS - Inc•-. wrlue, tr<tttSactlons (lnduda tho.te •Ith• spouse and dependent children. Su PP• 3 57 of filing lnslrttcdons)
D NONE (No reportable income, assets, or transactions.)
T ransa ons duringreporting r
Type(e.g.
A. Description of Assets
(including trust assets)
B. Income du ring
reporting od
c. Gross value at end of
reporting od
D.
iod
(1) (2) ( l) (2) (l) Ifnot exempt fromdlscl°'""'
P lace '(X)' after each asset exempt from prior disclosure
Amount Codel (A-H)
Type(eg. div., rent,
or int
Va lue Code2
(J-P)
Value Method Code3
(Q-W)
buy,sel
r, redemption)
(2) Date Mon th -
Day
(3) Va lue Code2 (J-P)
(4) Gain Code l
(A-H)
(5) ldentilyof buyedsel ler
(if private transaction)
.
.)
154. -American Fwds Growth F
155. - Artisan Intl.
156. - Columbia Acom Fund Z
157. - Dreyfus Midcap Index
158. - Pimco Total Return D
159. - Schwab S&P 500 E Shares
160. - Van Kampen Comstock A
161. - Weitz Value
I. Income Clain Codes: A41,000orleu B-$1,001 • $2,500 C-$2,501 • $5,000 D45,001 • $15,000 E-$15,001 • $50,000
(See Columns Bl and 04) f-$50,001 • $100,000 04100,001-$1,000,000 HI41,000,001 • $5,000,000 R2 -More than $5,000,000
2. Value Codes 1-$15,000 or lcu I:: 415,001 -$50,000 L-$50,001-$100,000 M-$100,001-$250,000
(See Columns Cl and 03) N4250,001-$500,000 04500,001-$1,000,000 Pl -$1,000,001 • $5,000,000 Pl-$5,000,001 -$25,000,000
3. Value Method Codes P3 -$25,000,001 • $50,000,000 R -Cost (Real &we Only) P4 -More than $50,000,000 T-Cash Market
(See Column Cl) Q-Appraisal V--Olher S-Anessment
U -!look Value W-Estimatcd
Date or Report Name or Penon Reporting FINNNCIAL DISC:tOSURE REPORT 06/2412006Granade, Callie V Page 14of15
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lml/catepartofReporL)
Part VII, Line 1: Appraisal (stock valuation) of stock value as of 12/31/2005
Part VII, Line 6: Last year's report showed a 113 interest in Virginia Properties and this year's a 112 interest. The change in percentage of interest came about because the third member of the LLC withdrew his investment and withdrew from the LLC. There was no acquisition for value or purchase of the additional ownership interest.
Part VII, Line 9: Fonnerly Active Assets Money Market Acct.
Part VII, Line 76: Formerly Pimco Appreciation Fund
Part VII, Line 78: Daphne Offices, LLC owns an office building in Daphne, AL, apraised on 8/6/02 at $300,000. 40"/o interest= $120,000
Part VII, Line 79: Office Building in Bay Minette, AL appreaised on 419/01 at $270,000. 12.5% intererst= $33,750
Part VII, Line 80: South Baldwin Offices, LLC, owns an office building in and lot in Foley, AL, appraised in April 2002 for $210,000. 26.5% interest= $55,650.
Part VII, Lines 83 - 96: All of these mineral rights were sold as a 28% block, together with the other 72% of the block of mineral rights belonging to other individuals, to SHJ, Inc. and John Sipple. We recieved $2,800.00, all of which was capital gain.
Part VII, Line 97: Morgan Keegan IRA was rolled over into First Trust Datalynx IRA. During the year, First Trust Datalynx changed its name to Fiserv.
Part VII, Line 147: The only asset in the trust is a permanent life insurance policy.
Part VII, Line 148: The only asset in the trust is stock of Southwest Banc shares, some of which was a gift from-and th rest purchases. The value of the trust is derived from an appraisal of the stock value as of 12/31/2005. there is no income from the trust cWTently going to any reportable beneficiary.
Part VII, Line 152: The assets in the Pensco IRA were sold on 3131 and rolled over into First Trust Datalynx IRA. During the year, First Trust Datalynx changed its name to Fiserv.
Part VII, Line 153: This is a 40lk Plan at •••l taw firm. It is administered by Geller Group, Ltd., and issues reports quarterly.
Date of ReportFINANCIAL DISCLOSURE REPORT
Granade, Callie V 06/24/2006Page 15of15
IX. CERTIFICATION.
I cerdfy that all lnfonnadon given above (Including lnfonnadon pertaining to my spouse and minor or dependent children, If any) is accurate, true, and complete to the best of my knowledge and belief, and that any Information not reported was withheld because It met applicable statutory provisions permltdng non-disclosure.
I further certify that earned Income from outside employment and honoraria and the acceptance of gifts which have been reported are In compliance with the provisions of 5 U.S.C. app. § 501et.seq.,5 U.S.C. § 7353, and Judicial Conference regulations.
IFIES OR FAILS TO FILE Tms REPORT MAY BE SUBJECT TO CIVIL
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301
One Columbus Circle, N.E. Washington, D.C. 20544