Echols_Robert_L
FNANCAL DSCLOSURE REPORT Page 2of10 ECHOLS, ROBERT L.. N 0 N-NVESTMENT NC 0 ME. (Reporting individual and spouse; see pp. 17-24 of filing instructions.) A. Filer's Non-nvestment ncome [Z NONE (No reportable non-investment income.) SOURCE AND TYPE NCOME (yours, not spouse's). 3. 4. B. Spouse'S Non-nvestment ncome - f 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.) SOURCE AND TYPE. 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 PROVDED 1. Federal Judges Association May 3-5, 2008 Washington, DC Meeting - Bd. of Director Transportation, Meals, and Lodging 4.
FNANCAL DSCLOSURE REPORT Page 3 oflo ECHOLS, ROBERT L. V. GFTS. (ncludes those to spouse and dependent children; see pp. 28-31 of filing instructions.) [Z NONE (No reportable gifts.) SOURCE DESCRPTON VALUE. 3. 4. 5. V. LABLTES. (ncludes those of spouse and dependent children; see pp. 32-33 of filing instructions.) D NONE (No reportable liabilities.) CREDTOR DESCRPTON VALUE CODE. BANK OF AMERCA MORTGAGE/NVESTMENT PROP/NAPLES,FL (Par V, Line 6) L 3. 4. 5.
FNANCAL DSCLOSURE REPORT Page 4of10 ECHOLS, ROBERT L. 05 /13/20 0 9 V. NVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see PP 34-60 of filing instructions.; D NONE (No reportable income, assets, or transactions.) A. B. D. Description of Assets ncome during Gross value at end of Transactions during reporting period ( including trust assets) reporting period reporting period Place "(X)" after each asset exempt from prior disclosure C. () (2) (1) (2) (3) Amount Type (e.g., Value (1) (2) (4) Value Type (e.g., Date Code 1 buy, sell, Month- Method div., rent, Code 2 (A-H) redemption) Day or int.) (J-P) Code 3 (Q-W) (5) Value Gain dentity of Code 2 Code 1 buyer/seller (J-P) (A-H) (if private transaction). COM. STOCK, BANK OF AMERCA B Dividend J T COM. STOCK, REGONS BANK F Dividend M T 3. COM. STOCK, WACHOVA A Dividend J T 4. PARCEL 1, COMMERCAL BULDNG, E Rent M s NASHVLLE, TN 5. LAND, DECHERD, TN None J s 6. CONDOMNUM, NAPLES FL None N s 7. NG USA Annuity & Life ns-annuty None K T #1 8. NG USA Annuity & Life ns-annuty None K T #2 9. NG USA Annuity & Life ns- ANNUTY None L T #3 10. NG USA Annuity & Life ns. ANNUTY None K T #4 11. RA #2-- UBS FNANCAL D nt./div. 0 T 1 - BRGHT HORZONS FAMLY SOLU Sold 5129 M G TONS 1 3. - UBS FNANCAL MONEY FUND 14. -CORRECTONS CORP. OF AMERCA 15. -AMERCAN EXPRESS COMPANY Sold 2/23 K 16. -CTGROUP, NC. 17. -NETWORK APPLANCE, NC. {name changed to NetApp., nc.. ncome Gain Codes: A =$1,000 or less B =$1,00t $2,500 c =$2,501 -$5,000 D=$5.00 -$15,000 E =$15,001 -$50,000 (See Columns B and D4) F =$50,001 - $100,000 G=$100,001 - $1,000,000 H =$1,000,001 -$5,000,000 H2=More than $5,000.000 Value Codes J =$15,000 or less K=$15,001 -$50,000 L =$50,001 -$100,000 M =$100,001 -$250,000 (See Columns Cl aod 03) N=$250,00 -$500,000 0=$500,00 -$1,000,000 Pl =$1,000,001 -$5,000,000 P2 =$5.000,001 -$25,000,000 3. Value Method Codes (See Column C2) P3 =$25,000,001 -$50,000,000 Q =Appraisal U=Book Value R =Cost (Real Estate Only) V=Otber P4 =More than $50,000,000 S =Assessment W =Estimated T =Cash Market J
FNANCAL DSCLOSURE REPORT Page 5 oflo ECHOLS, ROBERT L. Vll. NVESTMENTS and TRUSTS - income, value, transactions (ncludes those of spouse and dependent children; see PP 34-60 of filing instructions.) D NONE (No reportable income, assets, or transactions.) A. B. c. Description of Assets ncome during Gross value at end of Transactions during reporting period (including trust assets) reporting period reporting period (1 ) (2) () (2) () (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (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 (Q-W) transaction) D. 18. - GENERAL ELECTRC COMPANY 19. - TRAVELERS CO., NC. Sold 2/22 1 20. -AMERPRSE FNANCAL 21. - COMMERCE UNON BANK 2 - FRST AMERCAN FNANCAL HOL DNGS-name change-avenue Bank 23. - AMERCAN FUNDS - BOND FUND OF AMERCA 24. - BLACKROCK PFD & CORP. NCOME STRATEGES FUND 25. - CALAMOS CONY. OPPOR. & NCOME Redeemed 615 K FUND (part) 26. - EATON VANCE SENOR FLTG. RT. TR Redeemed 516 K 27. - PMCO HGH NCOME FUND Redeemed 12112 K 28. - NCHOLAS APPLEGATE CONY. & N Redeemed 11/24 K COME FUND (part) 29. -BANK OF AMERCA (bond) Buy 5/23 K 30. - WA CHO VA BANK (CD) Buy 9/30 L 31. - GE MONEY BANK (CD) Buy 11/4 L 3 RA -- W ACHOYA A Dividend K T 33. - JOHN HANCOCK REGONAL BANK FUND 34. COM. STOCK, CHARLES SCHWAB A Dividend J T. ncome Gain Codes: A =$1,000 or less B =$1.001 $2,500 c 501 -$5,000 D =$5,00l - S15,000 E =$15,001 $50,000 (See Columns Bl 3Dd 04) F=$50,00 $100,000 G =$100,001 - $1,000,000 H =$1,000,001 - $5,000,000 HZ=More tban $5,000,000 Value Codes J =$15,000 or less K =$15.001 - $50,000 L =$50,00 l - $100,000 M =$100,00l $250,000 (See Columns Cl and 03) N =$250,00l - $500,000 0 =$500,00l - $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 th $50,000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (See Column CZ) U =Book Value V=Otber W=Estimated
FNANCAL DSCLOSURE REPORT Page 6of10 ECHOLS, ROBERT L. V. NVESTMENTS and TRUSTS - D NONE (No reportable income, assets, or transactions.) income, vatue, transactions r1nc1udes those of spouse and dependent children; see PP 34-60 of filing mstructions.j A. B. c. Description of Assets ncome during Gross value at end of Transactions during reporting period (including trust assets) reporting period reporting period (!) (2) () (2) (!) (2) (3) D. (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (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 (Q-W) transaction) 35. COM. STOCK, NTERNA T ON AL PAPE!l A Dividend J T 36. SECURTES - UBS FNANCAL - 37. - UBS FNANCAL MONEY FUND A nterest J T 38. - COM. STOCK, HOME DEPOT A Dividend J T 39. - COM. STOCK, GENERAL ELECTRC A Dividend J T 40. - COM. STOCK, WALMART A Dividend J T 41. - COM. STOCK, MCDONALDS A Dividend J T 4 - AMERCAN FUNDS A Dividend L T 43. RA - PFS NVESTMENTS B Dividend L T 44. - AM CONSTELLATON FUND 45. - AM CHARTER FUND 46. - AM VALUE FUND 47. COM. STOCK, EASTMAN KODAK CO. A Dividend J T 48. COM. STOCK, EXXON CORPORATON A Dividend K T 49. COM. STOCK, DOW CHEMCAL A Dividend J T 50. REGONS ACCOUNTS A nterest K T 5 l. SUNTRUST ACOUNTS B nterest Closed 11/10 M B. ncome Gain Codes: A=$1,000 or less B=$1,001-S2,500 C =$2,50 - $5,000 D 45,00t -$15,000 E =S 5,001 - $50,0001 (See Columns Bl aod D4) F =$50,00 $ 00,000 G =$100,001 -$1,000,000 H =$1,000,001 - $5,000,000 H2 =More than $5,000,000 Value Codes J=$15.000 or less K=$15,001 -$50,000 L=$50,001 -$100,000 M =$100,001 -$250,000 (See Columns Cl aod 03) 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 $50,000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U=Book Value V=Other W=Estimated
FNANCAL DSCLOSURE REPORT Page 7of10 ECHOLS, ROBERT L. V. NVESTMENTS and TRUSTS - 0 NONE (No reportable income, assets, or transactions.) income, value, transactions (ncludes. those of spouse and dependent children; see PP 34-60 of filing instructions.) A. B. C. D. Description of Assets ncome during Gro8s value at end of Transactions during reporting period (including trust assets) reporting period reporting period () (2) () (2) () (2) (3) (4) (5) Place "(X)" after each asset exempt from prior disclosure Amount Type (e.g., Value Value Type (e.g., Date Value Gain dentity of Code div., rent, Code 2 Method buy, sell, Month- Code 2 Code buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (if private (Q-W) transaction) 5 PRMERCA ACCOUNT A nterest J T -- - 53. BANK OF AMERCA ACCOUNT A nterest J T 54. GREEN BANK ACCOUNT A nterest K T 55. COM. STOCK, ESSEX TECHNOLOGY None K T 56. A VENUE BANK ACCOUNTS D nterest N T 57. RENTAL HOUSE, NASHVLLE, TN D Rent M w 58. 59. 60. 61. 6 63. 64. 65. 66. 67. 68.. ncome Gain Codes: A =$ t,000 or less B =$1.00 -$500 c =$501 -$5.000 D =S5,00 t -St 5,000 E =St5,001 -$50,000 (See Columns Bl and D4) F =$50,001 -$ 100,000 G =$100,001 -$1,000,000 Ht =Sl,000,001 -$5,000,000 H2 =More than $5,000,000 l Value Codes J =$15.000 or less K=SS.OOl -$50,000 L=$50,00l -$100,000 M =$100,001 -$250,000 (See Columns Cl and D3) N =$250,001 -$500,000 0 =$500,001 -$1,000,000 Pl =St.000,001 -S5.ooo.ooo P2 =$5,000,001 -$25,000.000 P3 =$25,000,001 -$50,000,000 P4 =More than $50.000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U =Book Value V=Other W=Estimatcd
FNANCAL DSCLOSURE REPORT Page 8of10 ECHOLS, ROBERT L. 05113/2009 V. NVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see PP 34-60 of filing instructions.) 0 NONE (No reportable income, assets, or transactions.) A. B. c. D. ---, Description of Assets ncome during Gross value at end of Transactions during reporting period (including trust assets) reporting period reporting period (1) (2) (1) (2) () (2) (3) (4) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain dentity of exempt from prior disclosure Code div., rent, Code 2 Method buy, sell, Month - Code 2 Code 1 buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (if private (5) (Q-W) transaction). ncome Gain Codes: A =$1,000 orless B =$1,001 -$2,500 C =$2,501 -$5,000 0=$5,001 -$15,000 E =$15,001 - $50,000 (See Columns B1 and 04) F=$50,001 -$100,000 G =$100,001 - $1,000,000 H =$1,000,001 - $5,000,000 H2 =More than $5,000,000 Value Codes 1=$15,000 or less K=$15,001 -$50,000 L=$50,001-$100,000 M =$100,001 -$250,000 (See Columns Cl and 03) 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 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) $=Assessment T =Cash Market (See Column C2) U=Book Value V=Other W=Estimated
FNANCAL DSCLOSURE REPORT Page 9of10 ECHOLS, ROBERT L. V. ADDTONAL NFORMATON OR EXPLANATONS. (lndicate partofreport) Section 7, Line 4: This parcel was reassessed in April 2005, with an assessed value of$112,000. The assessed value is 40% of the appraised value, which is $280,000. Section 7, Line 5: This parcel has an assessed value of$9,400. The assessed value is 25% of the appraised value, which is $37,600. Section 7, Line 6: This parcel has an assessed value of $606,970. The assessed value is 00% of the appraised value. This filer has a 50% interest in the property.
FNANCAL DSCLOSURE REPORT Page 10of10 ECHOLS, ROBERT L. 05113/2009 X. CERTFCATON. 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. further certify that earned income 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., S U.S.C. 7353, and Judicial Conference regulations. 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 Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544