Merryday_Steven_D
FNANCAL DSCLOSURE REPORT Page 2of10 Name of Penon Reportng!Yerryday,StevenD. Date of Report 05/14/2009 ll. N Q N-NVESTMENT NC 0 ME. (Reporting individual and po use; see pp. 17-U of filing instructions.) A. Filer's Non-nvestment ncome [Z NONE (No reportable non-investment income.) SOUCE AND TYE NCOME (yours, not spouse's). 2. 3. 4. B. Spouse's Non-nvestment ncome - /you were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria.) [Z NONE (No reportable non-investment income.) SOUE AND TY. 2. 3. 4. V. REMBURSEMENTS -transportation, lodging, food, entertainment (ncludes those to spouse and dependent children; see pp. 25-27 of filing instructions.) D NONE (No reportable reimbursements.) SOURCE DATES LOCATON PURPOSE TEMS PAD OR PROVD. Tampa Bay Chapter of the Fe 5/21 /08 through 5/23/ Orlando, Florida Panelist--Sent. Seminar hotel, incidentals, telephone calls, meals, deral Bar Association 08 mileage 2. 4. 5.
FNANCAL DSCLOSURE REPORT Page 3of10 Name of Penon Reporting Merryday, Steven D. Date of Report 05/14/2009 V. GFTS. (ncludes thou to spouse and dependent children; see pp. 18-JJ of filing instructwns.) [Z NONE (No reportable gifs.) SOUCE DESCN VA. 2. 3. 4. 5. V. LABLTES. (ncludes those of spouse and dependent children; see pp. 11-33 of filing instructions.) [Z NONE (No reportable liabilities.) CREDTOR DESCRPTON VALUE CODE. 2. 3. 4. 5.
FNANCAL DSCLOSURE REPORT Page 4of10 Name of Penon Reporting Merryday, Steven D. Date of Report 05/14/2009 V. NVESTMENTS and TRUSTS - income, alue, transactions (ncludes those of spouse and dependent children; Set pp. 34-60 of filing instructions.) D NONE (No reportable income, assets, or transactions.) L A. B. c. Description of Assets ncome during Gross value at end of Transactions during reporting period (including trst assets) reporting period reporting period () (2) () () (2) (3) (4) (5) i Place "(X)" after each asset Amount Type (e.g. Value Value Typ (e.g., Date.Value Gain dentity of exempt from prior disclosure Code div., rent, Code 2 Method buy, sell, Month - Code 2 Code buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (if private. RA (Capital Securities of America () (De D Dividend 0 T tails Follow) (2) (Q-W) D. transaction) 2. Research (RMM) None Sold 112 L A 3. Apollo Group (APOL) None Buy 1/31 K 4. Black Rock (BLK) None Buy 1/31 L 5. Apollo Group (APOL) None Sold 215 K A 6. Black Rock (BLK) None Sold 2/5 L A 7. -Shares (!YT) A Dividend Buy 3124 K 8. Spdr Homebldrs (XHB) None Buy 3/24 K 9. Ultra QQQ (QLD) None Buy 3/24 K O. Ultra S&P (SSO) A Dividend Buy 3/24 K 11. Ultra QQQ (QLD) None Sold 3/28 K A 12. -Shares (!YT) None Sold 419 K A 13. Spd Homebldrs (XHB) None Sold 419 K A 14. Ultra S&P (SSO) None Sold 419 K A 15. Companhia (SD) None Buy 4/16 K 16. First Solar (FSLR) None Buy 4/16 K 17. Deere (DE) None Buy 4/16 K. ncome Gain Codes: A =S 1,000 or less B =$1,001 -$2,lOO C =$2,50 -$5,000 D =$5,001 -$15,000 E =S 15,00 - $50,000 (Sec Columns Bl and 04) F=SS0,001-S00,000 G S 00,00 - S 1,000,000 H Sl,000,001- $5,000,000 H2 More than Sl,000,000 2. Value Codes J =S 15,000 or less K =$ 15,00 - $50,000 L =$50,001 -S00,000 M =$100,001 -$250,000 (See Colum Cl an 03) N =5250,00-5500,000 O=S500,001-Sl,OOO,OOO Pl =Sl,000,001-SS,OOO,OOO P2 = SS,000,001 - $25,000,000 Pl =Sll,000,001 -Sl0,000,000 P4 =More than SS0,000,000 J. Value Metho Codes Q =Appraisal R =Cost (Real Estate Only) S =Assc,ment T =Cash Markel (See Column Cl) U =Book Value V =Other W=Estimated
FNANCAL DSCLOSURE REPORT Page 5of10 Name or Penon Reporting ferryday,stevend. Dale or Report 05114/2009 V. NVESTMENTS and TRUSTS - income, vo/ue, tronsoctions (ncludes those of spouse ond dependent children; SUPP 34-60 of filing instructions.) D NONE (No reportable income, assets. or transactions.)!! l! A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure i B. c. ncome during reponing period Gross value at end of Transactions during reponing period reponing period! () (2) () (2) () (2) (3) (4) (5) Amount Type (e.g., Value Value Type (e.g., Date Value Gain dentity of Code div., rent, Code 2 Method buy.sell, Month- Code 2 Code buyer/seller (A H) or int.) (J.P) Code 3 redemption) Day (A H) (if private (Q W) - (J-P) D. transaction) : J 18. Freeport (FCX) None Buy 4/16 K 19. Monsanto (MON) None Buy 4116 K 20. Research (RMM) None Buy 4/16 K 21. Mechel (MTL) None Buy 4116 K 22. First Solar (FSLR) None Sold 4117 K A 23. Visa (V) None Buy 4118 K 24. Visa(V) None Sold 4122 K A 25. Freeport (FCX) None Sold 4/23 K c 26. Research (RMM) None Sold 4123 K A 27. Mechel (MTL) None Sold 4/23 K c 28. -Shares (FX) None Buy 4/23 K 29. Companhia (SD) A Dividend Sold 4/24 K A 30. Deere (DE) None Sold 4/24 K A 31. Monsanto (MON) None Sold 4/24 K A 32. Sohu (SOHU) None Buy 4/28 K 33. -Shares (FX) None Buy 5/1 K (add') 34. Research (RMM) None Buy 511 L. ncome Gain Codes: A =SJ,000 or less B =Sl,001. $2,500 C =S2,SO $5,000 D =SS,001 SlS,000 E =$15,001 $50,000 (Sec Columns Bl and 04) F=SS0,001 $100,000 G =S00,001 Sl,000,000 HJ =Sl,000,001 SS,000,000 H2 =Mon: than $5,000,000 2. Value Codes J=$15,000 or less K =SJ5,001 $50,000 L =SS0,001 SJ00,000 M =S l 00,00 l $250,000 (See Columns Cl and DJ) N =S250,00 SS00.000 0 =SS00,00 S 1,000,000 Pl =Sl.000,001 SS,000,000 P2 =SS,000,001 $25,000,000 Pl=$25,000,00 l - $50,000,000 P4 =More than SS0,000,000 J. Value Meth od Codes Q ==Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (Sec Column C2) U =Book Value V=Othcr W=Estimated
FNANCAL DSCLOSURE REPORT Page 6of10 Name or Penon Reporting Merryday, St_even D. Date or Report 05/14/2009 V. NVESTMENTS and TRUSTS - income, val11e, transactions (ncludes those of spouse and dependent children; see PP 1' 0 of filing instructions.) D NONE (No reportable income, assets, or transactions.)! A. B. c. D. Description of A scts ncome during Gross value at end of Transactions during reporting period ( including trust assets) reporting period reporting period (2) () (2) () c2> (3) (4) (5) Place "(X)" after each asset 1Amount Type (e.g., Value Value Type (e.g., Date Value Gain dentity of! i exempt from prior disc1osure : Code div., rent, Code 2 Method buy, sell, 1 Month Code 2 Code buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A H) (if private () (Q-W) transaction) l 35. Dryships (DRYS) None Buy 5/2 K 36. Steel (X) None Buy 5/2 L 37. Euronext (NYX) None Buy 516 K 38. Dryships (DRYS) None Sold 517 K A 39. -Shares (FX) None Sold 517 L A 40. Steel (X) None Sold 517 K A 41. Caterpillar (CAT) None Buy 5/12 L 42. Mastercard (MA) None Buy 5/14 K 43. Euronext (NYX) None Sold 5/19 K A 44. Baidu (BDU) None Buy 5/19 L 45. Mastercard (MA) None Buy 5/19 K (add'!) 46. Caterpillar (CAT) None Sold 5/20 L A 47. Research (RMM) None Sold 5120 L c 48. Baidu (BDU) None Sold 5/21 L A 49. Mastercard (MA) None Sold 5/21 L A 50. Sohu (SOHU) None Sold 5/21 K c 5. Agrium (AGU) None Buy 615 K. ncome Gain Codes: A =$1,000 or less B =Sl,001 $2,500 C =$2,50 $5,000 D =$5,001 $15,000 E =$ 5,00 $50,000 (Sec Columns B and 04) F =$50,001 $100,000 G =S00,001 SJ,000,000 H =SJ,000,001 $5,000,000 H2 =More than $5,000,000 2. Value Code =$15,000 or lea K =$15,001 $50,000 L =$50,001 $100,000 M $100,001 $250,000 (See Columns Cl an DJ) N =S250,00 SS00,000 0 =SS00.00 l S 1,000,000 Pl =Sl,000,001 SS,000,000 P2 =SS,000,001 $25,000,000 PJ =$25,000,00 $50,000.000 P4 More than SS0,000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessmcnl T =Cash Markel (See Column C2) U =Book Value v =Other W =Estimated
FNANCAL DSCLOSURE REPORT Page 7of10 Name or Penon Reporting Merrday, Steven D. Date or Report 05/14/2009 V. NVESTMENTS and TRUSTS - income, value, transactions (ncludes those of spouse and dependent children; see PP J<l-60 of filing instructions.) D NONE (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets ncome d uring Gross value at end of Transactions du ring reponing pe riod (inclu ding trust assets) reponing period reporting period (l) (2) () (2) () (2) (3) (4) Place "(X)" after each asset A mou nt Typ (e.g., Value Value Type(e.g., Date Value Gain dentity of exempt from prior disclosure Code div., rent. Code2 Method buy, se ll, Month- Code2 Code buyer/seller (A H) or int.) (J P) Code3 redemption) Day (A-H) (if private (J P) (Q-W) rransaction) (5) 52. Potash (POT) None _Buy 615 K 53. Agrium (AGU) None Sold 619 K A 54. Potash (POT) None Sold 619 K A 55. Power (QQQQ) None Buy 8/6 K 56. Power (QQQQ) None Buy 8/11 K (add'!) 57. Spdr Trust (SPY) None Buy 8/11 L 58. Power (QQQQ) None Sold 8/13 L A 59. Spdr Trust (SPY) None Sold 8/13 L A 60. Proshares (SDS) None Buy 914 K 61. Proshares (SKF) None Buy 914 K 62. Proshares (SDS) None Sold 915 K A 63. Proshares (SKF) None Sold 915 K A 64. Spdr Trust (SPY) None Buy 10/16 L 65. Spdr Trust (SPY) None Sold 10/22 L A 66. Diamond (DA) None Buy 10/28 K 67. Diamond (DA) None Sold 10/29 K A 68. -Shares (FX) None Buy 11/26 K. ncome Gain Codes: A =Sl,000 or lcu B =Sl,001 S2,500 C S2,50 S5,000 D S5,00 -Sl5,000 E Sl5,00 S50,000 (See Columns B and 04) F =S50,00 -S00,000 G =S00,001 -$1,000,000 H =Sl,OOO,OOl -S5,000,000 H2 =More thn 55,000,000 2. V aluc Codes J =S 5,000 or le11 K $ 5,00 - $50,000 L =S50,00 -S00,000 M S00,001 -$250,000 (See Columns Cl and DJ) N S250,00 - $500,000 0 =S500,00 -Sl,000,000 Pl =Sl,000,001 SS,000,000 P2 =SS,000,001 S25,000,000 Pl S25,000,00 S50,000,000 P4 More than 150,000,000 J. Value Method Codea Q Appraisal R =Cost (Real Estate Only) S ""Assessment T =Cash Market (See Column C2) U Book Value V =Oher W :.:Estimated
FNANCAL DSCLOSURE REPORT Name or Penon Reportini: Date or Report Page 8of10 l\erryday,stevend. 0511412009 V. NVESTMENTS and TRUSTS - income, varue, transactions <1nc1ut1s those of spouse and dependent children; ue PP 14-60 of filing instructions.j 0 NONE (No reportable income, assets, or transactions.) L_ A. B. c. D. Des cription of Assets ncome du ring Gross value at end of Transactions du ring reporting period (inclu ding trust assets) repor t ing period rep orting period () (2) () (2) () (2) (3) (4) (5) l l Place "(X)" after each ass et Am ou nt Type (e.g., Value Val ue Type (e.g., Date Value Gain dentit y of exem pt from prior discl osu re Code div., ret. Code2 Method buy, se, Month - Code2 Code buyer/seller (A-H) or int.) (J-P) Code3 redem ption) Day (J-P) (A-HJ (if private (Q-W) transaction) 69. Holders (OH) None Buy 11/26 K 70. Holders (OH) None Sold 11/28 K A 71. -Shares (FX) None Sold 12/1 K A 72. Power(ETF) None Buy 1218 K 73. Power(ETF) A Dividend Sold 12/29 K A 74. Tampa Rental Property (2) None M s 75. Wachovia (MMarket Accts) B nterest K T. ncome Gain Codes: A =S 1.000 or less B =Sl,001 -$2.500 c =S2,50t S5.000 D =S5.00 - $15,000 E =Sl5,00l -S50,000 (See Columns Bl an 04) F =SS0,001 - S00.000 G =S00.001 Sl,000,000 H =Sl,000,001 -SS,000,000 H2 =More than S5,000,000 2. Value Codes J =S S,000 or less K =SS,001 - S50,000 L =SS0,001 - S00,000 M =$100.001 S250,000 (Sec Columns Cl and 03) N =S250,001 - $500,000 0 =$500,00 - $1,000,000 Pl =$1,000,001 SS,000,000 P2 =$5,000,001 S2S,OOO,OOO Pl =S2S.OOO,OO -S50,000,000 P4 =More than S50,000.000 l. Value Metho Codes Q =Appraisa R =CoS (Real Estate Only) S ==Assessment T =Cash Marker (Sec Column C2) U =Book Value V =Other W =Estimated
FNANCAL DSCLOSURE REPORT Name of Person Reporting Date of Report Page 9of10 1"erryday,StevenD. 05/14/2009 V. ADDTONAL NFORMATON OR EXPLANATONS. {/ndical parto/r port) (1) Same RA as in earlier years; custodian is Capital Securities. (2) Assessed value is S162,609. Market value is somewhat more. n years prior to 1996, this real estate was not held for rental; it is my former home on a lake front. have owned it since 1982. rented it for the first time in 1996 and ceased renting in August, 1997; hence it appears on the form. The property is unrented and for sale.
FNANCAL DSCLOSURE REPORT Name or Penon Reporting Date or Report Page 10of10 ferryday,steven D. 05/14/2009 X. CERTFCATON. certify that all information given above (ncluding nformation pertaining to my spouse and minor or dependent children, f 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. further certify that earned ncome from outside employment and honorarla 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 Judicial Conference regulations. Signature NOTE: ANY NDVDUAL WHO KNOWNGLY AND WLFULLY FALSFES OR FALS TO FLE THS REPORT MAY BE SUBJECT TO CVL AND CRMNAL SANCTONS (5 U.S.C. app. 104) FLNG NSTRUCTONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Offce of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544