D NONE (No reportable positions.)

Transcription

1 Campbell, David G.. OW. Rev FINNCIL DISCLOSURE REPOR Report Required by the Ethics in Government ct of 1978 FOR CLENDR YER 2010 (5 U.S.C app ) 1. Person Reporting (last name, first, middle initial) Court or Organization Campbell, David G. District Court - rizona 05/30/ itle (rticle III judges indicate active or senior status; magistrate judges indicate full- or part-time) U.S. District udge (ctive) 7. Chambers or Office ddress 401 West Washington Suite 623, SPC 58 Phoenix, Z Sa. Report ype (check appropriate type) 6. Reporting Period D Nomination, Date D Initial [{ nnual Sb. D mended Report D 01/01/2010 Final to 12/31/ On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. Reviewing Officer Date IMPORN NOES: he instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page. POSIIONS. (Reporting individual only; see pp of filing instructions.) D NONE (No reportable positions.) POSIION NME OF ORGNIZION/ENIY Director, Secretary Family Foundation rustee rust# I rustee rust# 2 4. rustee rust# 3 5. I GREEMENS. (Reporting individual only; see pp of filing instructions.) [{ NONE (No reportable agreements.) PR IES ND ERMS

2 FINNCIL DISCLOSURE REPOR Page 2of11 Campbell, David G. 05/30/2011 II N 0 N-INVES MEN IN CO ME. (Reporting individual and spouse; see pp of filing instructions.). Filer's Non-Investment Income [{ NONE (No reportable non-investment income.) SOURCE ND YPE INCOME (yours, not spouse's) 4. B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria.) [{ NONE (No reportable non-investment income.) SOURCE ND YPE 4. IV. REIMBURSEMENS - transportation, lodging,food, entertainment. (Includes those to spouse and dependent children; see pp of filing instructions.) [{ NONE (No reportable reimbursements.) SOURCE DES LOCION PURPOSE IEMS PID OR PROVIDED 4. 5.

3 FINNCIL DISCLOSURE REPOR Page 3of11 Campbell, David G. 05/30/2011 V. GIFS. (Includes those to spouse and dependent children; see pp of filing instructions.) [{ NONE (No reportable gifs.) SOURCE DESCRIPION VLUE V LIBILIIES. (Includes those of spouse and dependent children; see pp of filing instructions.) [{ NONE (No reportable liabilities.) CREDIOR DESCRIPION VLUE CODE 4. 5.

4 FINNCIL DISCLOSURE REPOR Page 4of11 Campbell, David G. 05/30/2011 VI INVESMENS and R us S - income, value, transactions (Includes those of spouse and dependent children; see PP of filing instructions.). B. Description of ssets Income durng Gross value at end (including trust assets) reporting period of reporting period (I) (2) (1) (2) (I) Place "(X)" after each asset mount ype (e.g., Value Value ype (e.g., exempt from prior disclosure Code 1 div., rent, Code 2 Method buy, sell, (-H) or int.) (-P) Code3 redemption) c. (Q-W) D. ransactions during reporting period (2) (3) (4) (5) Date. Gain Identity of Value mm/dd/yy Code2 Code l buyer/seller (-P) (-H) (ifprivate transaction) P Morgan Chase Bank ccount Interest P Morgan Chase Bank ccount Interest P Morgan Chase Bank ccount Interest 4. Wells Fargo Bank IR Interest 5. Wells Fargo Bank IR Interest 6. Wheeler Machinery Notes Payable D Interest M See note 4, Part VIII 7. El Dorado Investments, LLC Distribution 0 u El Dorado Property, Salt Lake City, Utah None P2 u El Dorado Property, Ogden, Utah None 0 u IO. -- El Dorado Property, Cedar City, Utah None Pl u 1 -- El Dorado Property, Salina, Utah None 0 u 1 -- El Dorado Property, Hurricane, Utah None P2 u 1 -- El Dorado Property, Lindon, Utah None 0 u El Dorado Property, Salt Lake City, Utah None Pl u El Dorado Property, Vernal, Utah None 0 u 16. Exxon Mobil Common Stock M 17. Bank of merica Common Stock K 1. Income Gain Codes: $,000 or less B $1,001 -$2,500 c $2,501 -$5,000 (See Columns Bl and D4) F $50,001 -$100,000 G $100,001 - $1,000,000 H $1,000,001 -$5,000,000 Value Codes $15,000 or less K $15,001 -$50,000 L $50,001 -$100,000 (Sec Columns Cl and D3) N =$250,00I -$500,000 0 $500,00I -$1,000,000 Pl $1,000,001 -$5,000,000 P3 =$25,000,001 -$50,000,000 P4 More than $50,000,000 Value Method Codes Q ppraisal R Cost (Real Estate Only) S =ssessment (Sec Column C2) U Book Value V Other W =Estimated D $5,001 -$15,000 E $15,001 -$50,000 H2 More than $5,000,000 M $100,001 -$250,000 P2 $5,000,00I -$25,000,000 cash Market

5 FINNCIL DISCLOSURE REPOR Page 5of11 Campbell, David G. 05/30/2011 VI INVESMENS and R us S - income, value, transactions (Includes those of spouse and dependent children; see PP of filing instructions.). c. D. Description of ssets Gross value at end ransactio!ls during reporting period (including trust assets) (4) (5) Place "(X)" after each asset Gain Identity of Code I buyer/seller (-H) (if private transaction) 18. IR Schwab Deposit ccount Interest M Schwab Investor Money Fund Interest Closed 06/18/ DF Emerging Markets Port K 06/18/10 K 2 --DF Intl Small Company K 06/18/10 K 2 --DF Large Cap Intl Port L 06/18/10 L DF Large Cap Value M 06/18/10 M DF U.S. Small Cap Value None L 06/18/10 L !shares R Barclays Bond L 06/18/10 L Powershs DB Commdty Indx Interest K 06/18/10 K Spdr Dow ones REI K 06/18/10 K Vanguard Bond Index Fund, Intermediate B 06/18/10 M /02/10 M c Vanguard Bond Index Fund, Short erm Distribution L 06/18/10 L 3 -- Vanguard Growth M 06/18/10 M 3 MetLife Investors - Guarantee dv UL D Interest M Policy 34. rust# I None 0 w See note I, Part VIII Income Gain Codes: =$1,000 or 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 G =$100,001-$1,000,000 Hl =$1,000,001-$5,000,000 H2 =More than $5,000,000 Value Codes =$15,000 or less K =$15,001 -$50,000 L =$50,001 -$ M =$100,00I-$250,000 (Sec Columns CI and D3) N =$250,00I -$500,000 0 =$500,001 -$1,000,000 Pl =$1,000,001 -$5,000,000 P2 =$5,000,001 -$25,000,000 P3 =$25,000,001 -$50,000,000 P4 =More than $50,000,000 Value Method Codes Q =ppraisal R =Cost (Rea! Estate Only) S =ssessment =Cash Market (Sec Column C2) U =Book Value V =Other W =Estimated

6 FINNCIL DISCLOSURE REPOR Page 6of11 Campbell, David G VI INVESMENS and R us S - income, value, transactions (Includes those of spouse and dependent children; see PP of filing instructions.). B. Description of ssets Income during Gross value at end ransactions during reporting period (including trust assets) reporting period of reporting period C. (1) (2) (1) (2) (1) (2) (3) (4) (5) Place "(X)" after each asset mount ype( e.g., Value Value ype (e.g., Date Value Gain Identity of exempt from prior disclosllr Code I div., rent, Code 2 Method buy, sell, mm/dd/yy Code2 Code I buyer/seller (-H) or int.) (-P) Code 3 redemption) (-P) (-H) (ifprivate D. (Q-W) transaction) 35. rust# 2 See note I, Part VIII Wheeler Machinery Note Payable c Interest M See note 4, Part VIII 37. rust# 3 See note I, Part VIII Wheeler Machinery Note Payable c Interest M See note 4, Part VIII 39. Morningstar managed portfolio (mutual funds) See note 3, Part VIII Calamos Growth K Baron Growth 08130/ Perkins Midcap Value Investor 08/30/10 K 4 -- rtisian International Inv 08/30/10 K B Vanguard High Yield ax Exempt Interest 08/30/10 K Cambiar Opportunity Inv 08/30/10 L MainStay ICP Select Equity 08/30/10 L hird venue Real Estate Value 08/30/ Diamond Hill Small Cap 08/30/10 K Wells Fargo dv Mun Bnd Inv Interest 08/30/10 L rtio Int'! Equity II 08/30/10 K B S -- Dodge & Cox Global Stock Fund 08/30/10 K D 1. Income Gain Codes: =$I,000 or less B =$1,001 -$2,500 C =$2,50 I -$5,000 D =$5,00 I - $15,000 E =$15,001 -$50,000 (See Columns BI and D4) F =$50,001 - $100,000 G =$100,001 -$1,000,000 HI =$I,000,00 I -$5,000,000 H2 =More than $5,000,000 Value Codes =$15,000orless K =$15,001 -$50,000 L =$50,00I -$100,000 M =$100,001 - $250,000 (Sec Columns C and D3) N =$250,001 -$500,000 0 =$500,001 -$1,000,000 PI =$I,000,00 I - $5,000,000 P2 =$5,000,00 I -$25,000,000 P3 =$25,000,001 -$50,000,000 P4 =More than $50,000,000 Value Method Codes Q =ppraisal R =Cost (Real Estate Only) S "'ssessment =Cash Market (See Column C2) U =Book Value V =Other W =Estimated

7 FINNCIL DISCLOSURE REPOR Page 7of11 Campbell, David G. 05/30/201 I VI INVESMENS and R us S - income, value, transactions (Includes those of spouse and dependent children; see PP of filing instructions.). B. c. D. Description of sset.s Income during Gross value at end ransactions during reporting period (including trust assets) reporting period ofreporting period Place "(X)" after each as.set exempt from prior disclosure {I) (2) (!) (2) mount ype (e:g., Value Value Code I div., rent, Code 2 Method (-H) or int.) (-P) Code3 (Q-W) (5) Identity of buyer/seller (ifprivate transaction) 5 -- Champlain Mid Cap dv 08/30/10 K c 5 -- Edgewood Growth Inst! 08/30/10 K B Diamond Hill Long-Short 08/30/10 K Western sset Inst Mui MM Interest 08/30/ ston/river Small Cap Value N 08/30/10 K c Rowe Price ax Free Short-Interm Interest 08/30/10 K Nakoma bsolute Retur 08/30/10 K 59. Merrill Lynch Mutual Fund dvisor ccount See note 3, Part VIII anus Forty Fd Cl 08/30/10 B ennison Small Company Fund Cl Z 02/15/10 See note 5, Part VIII 6 -- Harbor Int'! Fund Inv CL (part) 07/09/ /17/ Ivy sset Strategy Fund 09/17/ Columbia Value & Restructuring Fund (part) 07/09/ /17/10 B Hartford Capital ppr Fund Cl I 09/ 7/10 B Oppenheimer Gold and Special Minerals Fund (part) 07/09/10 1 Income Gain Codes: =$ l,000 or 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 G =$100,001 -$1,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000,000 Value Codes =$15,000 or less K =$15,001 -$50,000 L =$50,001 -$100,000 M =$100,001 - $250,000 (See Columns CI and D3) N =$250,001 - $500,000 0 =$500,00 I -$1,000,000 Pl =$1,000,001 -$5,000,000 P2 =$5,000,00 I - $25,000,000 P3 =$25,000,001 - $50,000,000 P4 =More than $50,000,000 Value Method Codes Q =pprnisal R =Cost (Real Estate Only) S =ssessment =Cash Market (Sec Column C2) U =Book Value V ""Other W =Estimated

8 FINNCIL DISCLOSURE REPOR Page 8of11 Campbell, David G. 05/30/2011 VI INVESMENS and R us S - income, value, transactions (Includes those of spouse and dependent children; see PP of filing instructions.). B. c. Description of ssets Inco.me during Gross value. at end (including trust assets) reporting period ()freporting period (!) (2) (!) Place "(X)" after each asset mount ype (.g., Value Value ype{ecg., exempt from prior disclosure Code I div., rent, Code2 Method buy, sell, (ch) ornt.) (-P) Code.3 redemption) (2) (QcW) (l /17/10 1 B Pimco Emerging Local Bond Fund CW otal Return Bond Fd Cl I 05/06/10 7 Mutual Fund and Other Investments hornburg Int'l Value Fund CL I 1 See note 6, Part VIII 75. (part) 07/09/ Eaton Vance Large Cap 1 See note 7, Part VIII 77. (part) Pimco otal Reum Fund 1 See note 8, Part VIII DF Emerging Markets Port K K DF Intl Small Company DF Large Cap Intl Port K 09/21/10 K 8 -- DF Large Cap Value L 09/21/10 L 8 --!shares R Barclays Bond M 09/21/10 M Powershs DB Commdty Indx Interest K 09/21110 K Spdr Dow ones REI Income Gain Codes: =$1,000 or less B =$1,001 -$2,500 c =$2,501 - $5,000 D =$5,001 -$15,000 E =$15,001 -$50,000 (See Columns B 1 and D4) F =$50,001 -$100,000 G =$100,001 -$1,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000,000 Value Codes =$15,000 or less K =$15,001 -$50,000 L =$50,001 -$100,000 M =$100,001 -$250,000 (Sec Columns C 1 and D) 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 P3 =$25,000,001 -$50,000,000 P4 =More than $50,000,000 Value Method Codes Q =ppraisal R =Cost (Real Estate Only) S =ssessment =Cash Market (Sec Column C2) U =Book Value V =Other W =Estimated

9 FINNCIL DISCLOSURE REPOR Page 9of11 Campbell, David G. 05/30/2011 VI INVESMENS and RUSS - income, value, transactions (Includes those of spouse and dependent children; see PP of filing instructions.). Description of ssets (including trust assets) Place "(X)" after each asset B. Income during Gross value at end reporting period of reporting period (I) (2) (1) (2) mount ype(e;g., Value Value Code I div., rent, Code2 (-H) or int.) (-P) Method Code3 (Q-W) Vanguard Bond Index Fund, Intermediate B 09/21/10 M /02/10 M Vanguard Bond Index Fund, Short erm L 09/21/10 L Vanguard Growth L 09/21/10 L Vanguard Small Cap Growth 09/21/ Vanguard Small Cap Value B L 09/21110 L 9 Northwestern Mutual whole life policy D M 9 Northwestern Mutual 65Life policy 94. Northwestern Mutual 65Life policy 95. Northwesetern Mutual 65Life policy 96. Northwestern Mutual 65Life policy 97. Northwestern Mutual 65Life policy 98. MC Investments LLC Distribution M w 99. Water rights, Carbon County, Utah None L w 100. Interquest Ventures LLC None K u l. 1ncome Gain Codes: =$1,000 orless (Sec Columns Bl and 04) F =$50,001 -$ Value Codes =$15,000 or less (Sec Columns CI and D3) N =$250,001 -$500,000 B =$1,001- $2,500 C =$2,50 I -$5,000 G =$100,001 -$1,000,000 Hl =$1,000,001 -$5,000,000 K =$15,001 -$ L =$50,001 -$100,000 0 =$500,00 l - $1,000,000 Pl =$1,000,001 -$5,000,000 D =$5,001 -$15,000 E =$15,001-$50,000 H2 =More than $5,000,000 M =$100,00 "$250,000 P2 =$5,000,00 l -$25,000,000 P3 =$25,000,001 -$50, P4 =More than $50,000,000 Value Method Codes Q =ppraisal R =Cost (Real Estate Only) S =ssessment =Cash Market (Sec Column C2) U =Book Value V =Other W =Estimated

10 FINNCIL DISCLOSURE REPOR Page 10of11 Campbell, David G. 05/30/2011 VII DDIIONL INFORMION OR EXPLNIONS. (Indicatepartofreport.) Nloltelll: rust 1 is 1.!Bl. I I up... I. j. ff rusts 2-3 are college education trusts that hold the assets listed below each trust. iii ii& b 2 Note 2: he property listed on lines 8-15 is rental property owned by El Dorado Investments, LLC,lmf investment business owned collectively by five individuals and -related LLC. Rent is paid to El Dorado, mixed with rental income from the other properties, and used to pay expenses for the properties and general expenses of El Dorado. fter expenses are paid, income or loss is attributed to El Dorado owners for tax purposes, and some distributions are made to owners. otal income attributed to me from El Dorado for 2010, and the value of my ownership interest in El Dorado, are shown on line 7. I receive no rental payments directly from any of the properties listed on lines Note 3: In une 2010, we changed investment advisors. s a result, all of the Morningstar investments were sold on 8/30/2010, and the Merrill Lynch investments were sold on the dates indicated or transferred as mentioned in Notes 6-8. Note 4: For the notes payable in lines 6, 36, and 38, the debtor is Wheeler Machinery Company. he notes are simple demand notes bearing market interest rates. Note 5: he precise sale date for this investment is not clear from the broker records, but it clearly was sold in February of s a result, I have noted a sale date of2/15/10 as an estimate. Note 6: his invvestment previously was held in the Merrill Lynch account and was shown on line 69 oflast year's report. he investment was transferred when the inverstment advisor change occurred as mentioned in Note Note 7: his invvestment previously was held in the Merrill Lynch account and was shown on line 73 of last year's report. he investment was transferred when the inverstment advisor change occurred as mentioned in Note Note 8: his invvestment previously was held in the Merrill Lynch account and was shown on line 76 of last year's report. he investment was transferred when the inverstment advisor change occurred as mentioned in Note

11 FINNCIL DISCLOSURE REPOR Page 11of11 Campbell, David G IX. CERIFICION. I certify that all information given above (including information 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 permitting 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. 501 et. seq., 5 U.S.C. 7353, and udicial Conference regulations. Signature: s/ David G. Campbell NOE: NY INDIVIDUL WHO KNOWINGLY ND WILFULLY FLSIFIES OR FILS O FILE HIS REPOR MY BE SUBEC O CIVIL ND CRIMINL SNCIONS (5 U.S.C. app. 104) Committee on Financial Disclosure dministrative Office of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C