/ olly, E. Grady. Reporr Required by the Ethics OO FNNCL DSCLOSURE REPOR in Government ct of 1978 Rev. 1/2010 FOR CLENDR YER 2009 (5 U.S.C. app. 101-l 1) 1. Penon Reporting (last name, first. middle initial) OLLY,E.GRDY Court or Organization COUR OF PPELS FFH 0510412010 itle (rticle D judges indicate active or senior status; magistrate judges indicate full- or part-time) UDGE CVE 5b. D Sa. Report ype (check appropriate type) D Nomination, Date D nitial 0 nnual D Final mended Report 6. Reporting Period 01012009 to 12/31/2009 7. Chambers or Office ddress 245 E. CPOL, RM 202 CSON, MS 39201 8. On the basis of the information contained in this Report and any modifications pertaining tbcretot it is, in my opinion, in compliance with applicable laws and regulations. Reviewing Officer ------ -- Date MPOR N 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.. POSONS. (Reporting individual only; see pp. 9-13 of filing instructions.) D NONE (No reportable positions.) POSON NME OF ORGNZON/ENY l. BORD OF DRECOR FEDERL lffges SSOCON (j ( "". c. GREEMENS. (Reporting individual only; see pp. 14-16 of filing instrucrfons.j [{ NONE (No reportable agreements.) r-l:\ - c-,,. PRES ND ERMS -q C) rr. w _
FNNCL DSCLOSURE REPOR Page 2of7 Nam of Person Reporting OLl,Y, E. GRDY. NON-NSMEN N COME. (Reporting individual and spouse; see pp. 17-24 of filing imtructions.). Filers Non-nvestment ncome [Z NONE (No reportable non-investment income.) SOURCE ND YPE NCOME (yours, not spouses) l. 3_ B.. Spouses Non-nvestment ncome - /you were married during an portion of the reporting year, complete this sectio (Dollar amount not required except for honoraria.) D NONE (No reportable non-investment income.) SOURCE ND YPE. 2009 Design ll Partnership owner and worked doing fora arrangements. V. REMBURSE.l1ENS - transportation, lodging,food, entertainment. (ncludes those to spouse and dependent children; see pp. 25-27 of filing instrucrioru.) D NONE (No reportable reimbursements.) SOURCE DES LOCON PURPOSE EMS PD OR PROVDED. DUE LW SCHOOL 01128-1/29/2009 DURHM, NC MOO COUR COMPEON RVEL, LODGNG & MELS NORHWESERN LW 02/19-02121/2009 CHCGO, fl UCL R.VEL, LODGNG & MELS SCHOOL SYSMPOSUM GEORGE MSON 7112-7/15/2009 L OLL, C SEMNR(SEE SEC Vlll) R. VEL, LODGNG & MELS UNVERSY FOUNDON FOR 8/9-8/13/2009 GEWY, M SEMNR(SEE SEC V) RVEL, LODGNG & MELS RESERCH ON ECONOMCS& ENVROMEN
FNCL DSCLOSURE REPOR Page 3 of7 OLLY, E. GRDY V, GFS. (ncludes 1/10se lo spouse and dependent children; see pp. 28-31 of filing instructfons.) [l NONE (No reportable gifts.) SOURCE DESCRPON VLUE l. V, LBLES. (ncludes those of spouse and dependent children; see pp. 32-33 ofjng instructions.) [l NONE (No reportable liabilities.) CREDOR DESCRPON VLUE CODE.
FNNCL DSCLOSURE REPOR Page 4 of7 OLLY, E. GRY V. NSMENS and RUSS - income, value, 1ransactions (nc/uaes those of spouse and dependent children; see PP 34-60 of filing instructions.) D NONE (No reportable income, assets, or transactions.) ransactions duri rcporti=---= (l) (2) (3) (4) (S) ype (e.g., i Date Value Gain dentity of buy, sell, mm/dd/yy 1 Code 2 Code buyer/seller redemption) (-P) (-ll) (if private --. (Q - -- - ---... _l transaction) L Bancorpsouth Money Market cct R; nalysts nternational Com Stk. nterest Snopes Corp. Common Stock Gold Bullion? :?il nterest u [ Silver Bullion_ - - 6. Freds nc. Common Stock 7. rustmark Bank cct nterest 8. rustmark Bank cct nterest 9. rustmark Bank cct 10. rustrark Bank cct nterest L 111. rustmark Bank cct ; nterest : 12 UBS Money Fund - R 11 UBS Bank US Dep cct - R 1 UBS Bank US Dep cct nterest nterest nterest Closed 5106109 L 1 UBS Money Fund Open 5112109 16. eely Sm Cap Val Fd Buy 5112/09 i 17. Pimco otal Return Fd Buy 5112109 ------ 1. ncome Gain Codes: (See Columns B 1 and D4) Value Codes (Sec Columns Cl and D) =$ l,000 or less F-S50,00l $00,000 j =$15,000 or less N -$250,001 $500,000 6 -s 1.00. $2,500 G =$100,001 - $1,000,000 =Sl5,00 $50,000 O =$500,001 -Sl.000,000 C-$2,501 $5,000 Hl =Sl,000,001 - $5,000,000 L $50,001 S 100,000 Pl =Sl,000,001 -$5,000,000 D S5,00l $15,000 E=S5,00l - $50,000 H2 =More than S5,000,000 M -$100.001 - $250,000 P2 =$5,000,001-125,000,000 Value Melhod Codes (See Cohunn C2) P3 =$25,000,001- $50,000,000 Q=ppraisal U =Book Value R =Cost (Real Estate Only) V =Oher P4 =More than $50,000,000 S =ssessment W=Es1imatcd =Cah Market
FN1CL DSCLOSURE REPOR Page 5 of7 OLLY, E. GRDY V. NVESMENS and RUSS - income. value, transactions (nctudes those of spouse and dependent cliildren; see pp. 34-60 of filing instructions.) NONE (No reportable income, assets, or transactions.). B. c. -, Description of ssets ncome during Gross value at end ransactions during reporting period (incuding trust assets) Place (X)" after each asset exempt from prior disclosure () mount Code 1 (ll-h) reporting period (2) ype (e.g., div» rent, or int.) of reporting period () Value Code2 (.) (2) Value Method Code3 (Q-W) () ype (e.g.. buy, sell, redemption) Djte mm/dd/y y Code 2 (2) (3) (4) (5) Value Gain dentity of (-P) D. Code (H) buyer/seller (if private transaction) 18. First Eagle Global Fd Buy 5112109 i 19. mfd Gr Fd of m Buy 20. M ainstay Fd High Yield Corp Bond Fd Buy 5112109 5112109 i Blackrock Global llocation Fd Buy 5112109 i 2 Davis NY Venture Fd Buy 5112109 2 m Fd Gr Fd of m- R Buy 5/13/09 2 Calamos Conv Fd - R Buy 5113109 2 Columbia com Fd - R Buy 26. First Eagle Global F d - R Buy 5/13/09 5/13/09 27. Riversourcc Div Eq nc Fd - R Buy 5113109 28. Delaware Div nc Fd - R Buy 5113109 29. Mainstay Fd High Yid Bd Fd - R Buy 5/l3/09 3 0. Pimco Real Retu Fd - R Buy 5113/09 31. Blackrock Global llocation Fd - R Buy 3 5113109 i 3 --.. ------- 1. ncome Gain Codes: (See Colums Bf and 04) i Value Code (Sec Colums Cl and 03) Value Method Cedes (See ColWllll C2) _...-.._ -------..------- ------------------------- =S l,000 or less B =$l,00t -$2,500 C =S501 - SS,000 F =$50,001 -$100,000 =$15,000 or less N =$250,00 l - $500,000 P3 =$25,000,001 - $50,000,000 Q =ppraisal U-=Book Value. --,,,.. G =Sl00,001 Si,000,000 =Sf5,00l -SS0,000 0 =$500,00l -$1,000,000 R >=ost (Real Estate Ooiy) V tha H =Sl,000,001 -SS,000,000 L =$50,00 Sl,000 Pt =Sl,000,001 - $.1,000,000 P4 =More than S.10,000,000 S =ssessmerit W =Estimated D =$5,Wi -Sl.1,000 H2 =Mor< fuan $5,000,000 M =S00,00 - $250,000 P2 =$5,000,001 -$25,000,000.::..Ch Market ----- --
FNNCL DSCLOSURE REPOR Name or Person Reporting Date or Report Page 6 of7 OLLY, E. GRDY 05/0412010 V. DDONL NFORMON OR EXPLNONS. (lndicateparlofrepor<) SECON V EM 3: PURPOSE-SEMNR - DSCOVER YOUR NNER ECONOMS SECON rv EM 4: PURPOSE- SEMNR - ERRORSM, CVL LBERY & NONL SECURY
.. FNNCL DSCLOSURE REPOR Page 7 of7 OLLY, E. GRDY X. CERFCON. 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 pro isions permitting non-disclosure. further certfy 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. NOE: NY NDVDUL WHO NOWNGLY ND WLFULLY FLSFES OR FLS O FLE HS REPOR MY BE SUBEC O CVL ND CRMNL SNCONS (5 U.S.C. app. 104) FLNG NSRUCONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure dministrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544