David G Campbell Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTFOR CALENDAR YEAR 201 0Report Required by the Ethics

    in Government Act of 1978(5 U.S.C. app. 101-111)

    1 . P e r s o n R e p o r t i n g ( l a s t n a m e , f i r s t , middle init ial)Campbe l l , Dav id G.

    4. Title (Article III judges in dicate active or sen ior s tatus;magistrate judges indicate full- or part-t ime)

    2. Cour t o r Organizat ionDistr ict Court - Arizona

    5a. Repor t Type (check appropr iate type)] N omination, DateU.S . Dis t r ic t Judge (Act ive )

    7. Chambers or O f f i c e A d d r e s s4 0 1 W e s t W a s h i n g to nSui te 623 , SPC 58Phoenix , AZ 85003-2156

    [] Initial [] Annual [] Final5b. [] Amended Report8. On the basi s o f the informat ion contained in th i s Repor t and anymodifications pertaining thereto, it is, in my opinion, in compliancewith appl icable laws and regu la t ions .

    Reviewing Off icer Date

    3 . Date of Report05/30/2011

    6. Repor t ing Per iod01/01/2010

    to12/31/2010

    IMPORTANT NOTES: The ins tructions accompan ying this form must be fol lowetL Complete al l parts ,checking the NONE box for each part where you have no reportable information. Sign on last page.

    I . P O S I T I O N S . (Report ing individual only; see p p. 9-13 o f fi ling instructions.)~ N O N E ( N o reportable positions.)

    POSITION1 . Direc to r , Secre ta ry2. Trus tee3. Trus tee

    4. Trus tee5.

    NAME OF ORGANIZATION/ENTITYFam i ly Fo unda t io n

    Tr us t # 1

    Trus t # 2

    Trus t # 3

    I I . A G R E E M E N T S . (Reporting individual only; seepp. 14-16 of f!ling instructions.)~ N O N E (No reportable agreements.)

    D A T E PARTIES AND TERM S

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    FINANCIAL DISCLOSURE REPORTP a g e 2 o f 1 1

    N a m e o f P e r s o n R e p o r t i n gCampb e l l , David G .

    D a t e o f R e p o r t05/30/2011

    I ll . N O N - IN V E S T M E N T I N C O M E . (nepor,ing individual and spouse; seepp. 17-24 of filing instructions.)A. Filers Non-lnvestment Income

    ~] (No reporta ble incom e.)ONE non-investmentDATE SOURCE AND TYPE

    2.3.4.

    INCOME( y o u r s , n o t s p o u s e s )

    B . S p o u s e s N o n - I n v e s tm e n t I n c o m e - if you were married daring any portion of the reporting year, complete this section.(Dollar amount not required except for honoraria.)~ N O N E ( N o reportable non-investment income.)

    DATE SOURCE AND TYPE1 .2.3.4.

    I V . R E I M B U R S E M E N T S -transportation, lodging, food, e n t e r t a i n m e n t(Includes those to spouse and depen dent children; see pp. 25-27 of f!ling instructions.)

    N O N E (No reportable reimbursements.)SOURCE DATES LOCATION

    1.2.3.4.5.

    PURPOSE ITEMS PAID OR PROVIDED

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    FINANCIAL DISCLOSURE REPORTP a g e 3 o f 1 1

    Nam e of Person Report ingC a m p b e l l , D a v i d G .

    Date of Report05/30/2011

    V . G I F T S . a . c lu d e s t h o s e t o s p . . .. u n d dependent children; see pp. 28-31 of filing instructions.)N O N E (No reportable gifts.)

    SOURCE1 .2.3.4.5.

    DESCRIPTION VALUE

    V I . L I A B I L I T I E S . a n c l u d e s t h o s e o S s p o u s e and dependent children; see pp. 32-33 of filing instructions.)N O N E (No reportable liabilities.)

    C R E D I T O R DESC RIPT ION1 .2.3.

    4.5.

    V A L U E C O D E

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    FINANCIAL DISCLOSURE REPORTP a g e 4 o f 1 1

    N a m e o f P e r s o n R e p o r t i n gCampbe l l , Dav id G.

    D a t e o f R e p o r t05/30/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - i.come, v.l.e, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)N O N E ( N o reportable income, assets, or transactions.)

    D e s c r i p t io n o f A s s e t s In c o m e d u r in g G ro s s va lu e a t e n d( includ ing t r u s t a sse t s ) r epo r t ing per iod o f r e p o r t i n g p e r i o d

    (1) (2) (1) (2) (I) (2) : (3)Place "(X)" after each asset Amount T y p e ( e . g ., Value Value T y p e ( e , g ., D a t e . . : Va l u eexempt from prior disclosure Code t d i v . , r e n t , C o d e 2 M e t h o d : b u y , s e l l , mmidd/yy Code 2( A - H ) o r i n t . ) ( J - P ) C o d e : 3 : : : redemption) ( J - P )( Q - W )

    (4 ) (5 )G ain Identity of

    Code I buyer / sel ler(A-H) (if private

    t r a n s a c t i o n ~

    1 . J P M o r g a n C h a s e B a n k A c c o u n t A Interest2. J P M o r g a n C h a s e B a n k A c c o u n t A Interest J T3. J P M o r g a n C h a s e B a n k A c c o u n t A Interest J T4. Wel l s Fargo Bank IRA A Interest J T5. Wel l s Fargo Bank IRA A Interest J T6. Wheele r Mach ine~j No tes Payab le D Interest M T7. E1 Dorado Inves tments , LLC A Distribution O U

    See no te 4, Par t Vl l ISee note 2, Part VIII

    8. - - E l D o rado Pro perty , Salt Lak e C ity , U tah N one P2 U9 . - - E 1 D or a d o P r op e r t y , Og d e n , Ut a h N o n e O U

    See no te 2 , Pa r t V I I ISee note 2, Part VII1

    1 0 . - - E l D o rado Pro perty , C edar C ity , U tah N o ne PI U See no te 2 , Pa r t V I I I1 I . - - E1 Do rado P ro p e r ty , Sa l ina , Utah N o n e 0 U See note 2, Part VIII

    1 2 . - - E l D o rado Pro perty , H u rricane, U tah N o ne P2 U13. - - E1 Dorado Proper ty , L indon , Utah N o n e O U

    See note 2, Part VIIISee note 2, Part VIII

    1 4 . - - E l D o rado Pro perty , Salt Lak e C ity , U tah N one PI U See note 2, Part VII I1 5 . - - E l D o rado P ro perty , V ern al, U tah N o n e O U See note 2, Part VIII

    16 . Exxon Mobil Common Stock A Dividend M T1 7 . B a n k o fA m e r i c a C om m on S t oc k A Dividend K T

    . Income Gain:cnd~gi A =$1,000 or less B =$L001 2 $2,500(See Co tu nm g B i and D 4) F =$50,001 - $100,000 G =$100,001 - $1,000,000

    2 . Valu e Co des J =$15 ,000 or less K =$15,001 - $50,000( Se e C ol um ns C 1 an d D 3) N = $2 50,00 1 - $5 00,0 00 O =$500,001 - $1,000,000

    P3 =$25,000,001 - $50,000,0003. Value Method Codes Q =Appraisal R =Cost (Real Estate Only)(S ee Co lum n C2) U =Bo o k Value V ~O lh er

    C =$2,501 - $5,000 D =$5~001 - $15,000H i ~$I,000,00i 2 $5,000;0D0 H2 =More than $5,000;000L =$50 00 i z $100,000 M = S100,001 - $250,000P l = $ 1 , 0 0 0 ; 0 0 1 - $ 5 , 0 0 0 , 0 0 0 ~ 2 = $ 5 ; o 0 0 , 0 0 1 - $ 2 5 , 0 0 0 , 0 0 0P4 =More than $50,000s000S =As s es s m ent z =Ca sh Ma rke tW =Es t im ated

    E =$15,001 - $50,000

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    FINANCIAL DISCLOSURE REPORTP a g e 5 o f 1 1

    N a m e o f P e r so n R e p o r t i n gCampbell, David G.

    Date of Repor t05/30/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a l u e , transactions (Includes those of sp ...... d dependent children; seepp. 34-60 of filing instructions.)--] N O N E ( N o reportable income, assets, or transactions.)

    1 8 .1 9 .

    20 .21 .22 .23 .24 .25 .26 .27 .28 .29 .30 .31 .32 .33 .

    34 .

    A. B. C. D.Description of Assets Income dur ing Gross value at end fransactions during reporting period(including trust assets) reporting period of reporting period

    (1) (2) (1) (2) (1) (2) (3) I (4) (5 3Place "(X)" after each asset Am o unt Ty p e ( e .g ., Value Value Type (e.g. , Date V a l u e G a i n

    exempt from prior disclosure Code 1: ... . div., rent, Code 2 M ethod buy, sel l , mm/dd/yy C o d e 2 C o d e 1( A - H ) o r i n t . ) ( J - p ) Cod~ 3: : redempt ion) (J-P) (A-H)( Q - W )

    IR A- - Schwab Deposi t Account A Interest M- - Schwab Inves to r Money Fund A Interest- - DFA Emerg ing Marke ts Po r t A Dividend K- - DFA Int l Smal l Company A Dividend K- - DFA Large Cap In t l Po r t A Dividend L- - DFA Large Cap Value A Dividend M- - DFA U.S. Smal l Cap Value N o n e L- - I sha re s TR Barc lays Bon d A Dividend L- - Powershs DB Commdty Indx A Interest K- - Spdr Dow Jones REIT A Dividend K- - Va ng u a r d B o nd I nde x Fu nd , In t e r m e d i a t e B Dividend

    - - Vanguard B ond Index Fund , Shor t Term A Distribution L- - V a n g u a r d G r o w t h A Dividend MMetLife Inves to rs - Guarantee Adv UL D Interest MPolicyTru s t # I N o n e O

    T

    C lo s ed 06/18/10 J AT Bu y 06/18/10 KT Bu y 06/18/10 KT Bu y 06/18/10 LT Bu y 06/18/10 MT Bu y 06/18/10 LT Bu y 06/18/10 LT Bu y 06/18/10 KT Bu y 06/18/10 K

    Bu y 06/18/10 MSold 12/02/10 M C

    T Bu y 06/18/I 0 LT Bu y 06/18/10 MTW

    Identity ofbuyer / sel ler

    (if privatetransaction)

    See note 1, Part VII1

    1 . Inc o m e Gain Co des:(See Columns B 1 and 124)

    2.Value Codes(S ee Co lum ns CI and D3 )

    A =$ii000 or less B =$ ; 00 ~ $2; 500J = $ 1 5 , 0 0 0 o r l e s s K = $ 1 5 0 0 ! ~ $ 5 0 , 0 0 0N =$250,001 - $500,000 O =$500,001 - $ 1 , 0 0 0 , 0 0 0P 3 = $ 2 5 , 0 0 0 ,0 0 1 - $ 5 0 , 0 0 0 , 0 0 03. Value Method Codes Q =Appraisal R =Co s t (Rea l Es ta te O nly )

    (S ee Co lum n C2) U =Bo o k Value V =O lh er

    C =$2,501 - $5,000H1 =$1,000,001 - $5,000,000L =$50,001 - $ 100,000PI $1,000,001-$5,000;000P4 -More than $50,000,000S =AssessmentW =Estimated

    D =$5,001 - $15,000H2 = More than $5,000,000M = $100,001 - $2 50,000P2 ~$5,000,001 - $25 ,000,000T -Ca sh Ma rke t

    E =$15,001 - $50,000

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    FINANCIAL DISCLOSURE REPORTPage 6 o f 11

    N a m e o f P e r so n R e p o r t i n gCampbell, David G.

    Date of Report05/30/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E ( N o reportable income, assets, or transactions.)

    Description of Assets(including trust assets)

    T r a n s a c t i o n s d u r i n g r e p o r t n g p e r i o dIncome during G r o s s v a l u e a t e n dr e po rt i n g p er i o d o f r e p o rt i n g p er i o d(1) (2) (1) !2) (l / (2) (3) (4) (5)Place "(X)":after each asset Amount Type(e.g., Value Value T y p e ( e . g . , D a t e Value G a i n I d e n t i ty o f

    exempt fromprior disclosure Code I div.,rent, C o d e 2 M e th o d b u y . s e l l , m m / d d ! y y C o d e 2 C o d e 1 buyer/seller( A - H ) or int .~ ( J -P ) C o d e 3 r e d e m p t i o n ) (J-P) ( A - H ) ( i f p r ivate( Q - W ) t r a n s a c t i o n )

    35. T ru s t # 2 See note 1, Part VIII

    36 . - - Whee le r Mach ine ry No te Payab le C Interest M T See no te 4 , Pa r t VI I I

    37. T ru s t # 3 See no te 1 , Pa r t VI I I

    38 . -o Whee le r Mach ine ry N o te Payab le C Interest M T See no te 4 , Pa r t VI I I39. M o r n i n g s t a r m a n a g e d p o r t f o l i o ( m u t u a l See no te 3 , Pa r t VI I If unds )40 . - - Ca lamos Growth A A Dividend Sold 08/30/10 K A41 . - - Baron Growth A Dividend Sold 08/30/I0 J A42 . - - Pe rk ins Midcap Value Inves to r A Dividend Sold 08/30/10 K A43 . -- Artisian International Inv A Dividend Sold 08/30/10 K B44 . - - V a n g u a r d H i g h Y i e l d T a x Ex e m p t A Interest Sold 08/30/I0 K A45 . - - Cambiar Oppo r tun i ty I nv A Dividend So ld 08/30/10 L A46 . -- MainStay ICAP Select Equity A Dividend Sold 08/30/10 L A47 . - - Th i rd Avenue R ea l Es ta te Va lue A Dividend Sold 08/30/10 J A48 . - - D iamond H i l l Smal l Cap A A D ivid en d So ld 08/30/10 K A49 . - - Wel ls Fa rgo Adv Mun Bn d Inv A Interest So ld 08/30/10 L A50 . -- Artio Intl Equity II A Dividend Sold 08/30/10 K B51 . - - Dodge & C ox Global S tock Fund A D ivid en d So ld 08/30/10 K D

    1 lnc0md ~ , in:code s i : A =$I,000 or ies~(S ee Co lum ns B I and D4 ) F =$50,001 - $100,000

    2 . Valu e Co des J =$15 ,000 or less(S ee Co lum ns CI and D3 ) N =$250,001 - $500,000

    P3 =$25,000,001 - $50,000,0003. Value Method Codes Q =Appraisal

    (S ee Co lum n C2) U =Bo o k Value

    B =$1,001 - $2,500 C =$2,501 - $5,000 D =$5,001 - $15,000G =$100,001 - $1,000,000 H 1 =$ 1,000,001 - $5,000,000 H2 = More than $5,000,000K =$15~001 - $50,000 L =$50,001 - $100,000 M = $100,001 - $2 50,000O =$500,001 - $1,000,000 P I =$ 1 ,0 00 ,0 01 - $5 ,0 00 ,0 00 P 2 =$ 5 ;0 00 ,0 01 - $2 5, 00 0, 00 0

    P4 =More than $50,000,000R =Cost (Real Estate Only) S ~Asscssment T -Ca sh Ma rke tV =Othe r W =Estimated

    E =$15,001 - $50,000

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    FINANCIAL DISCLOSURE REPORTP a g e 7 o f 1 1

    N ame o f Pe r so n R e p o r t i n gCampbell, David G.

    Date of Repor t05/30/2011

    V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)N O N E ( N o reportable income, assets, or transactions.)

    D e s c r i p t io n o f A s s e t s( i n c l u d i n g t r u s t a s s e ts )Place "(X)" after each asset

    exempt from prior disclosure

    Income duringr e p o r t i n g p e r i o d

    ( 1 ) ( 2 )Amoum T y p e ( e : g . ,C o d e 1 div . , r ent ,( A - H ) o r i n t . )

    G r o s s v a lu e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r io do f r e p o r t i n g p e r i o d(1) (2) (1 ) (2) (3) (4) (5 )Value Value Type ( e .gz~ D a t e Value G a i n Ident i ty o f

    C o d e 2 M e th o d buy, sell , mm]dd/yy C0de:2 C o d e 1 buyer/seller( J-P ) C o d e 3 redemption) O ~ P ) ( A - H ) ( i f p r i v a t e( Q - W ) t r a n s a c t i o n )

    52 . - - Champla in Mid Cap Adv A Dividend53 . - - Edgewood Grow th Ins t l A Dividend

    54 . - - Diamond Hi l l Long-Sho r t A A Dividend55 . - - Wes tern Asset I ns t Mu i MM A A Interest56 . - - Aston/Rive r Smal l Cap Value N A Dividend57 . - - T . Row e P r ice Tax Free Sho r t - In te rm Interest58 . - - Nakom a Abso lu te Re tu rn59 . Merr i l l Lynch Mutua l Fund Adviso rAccount60 . - - Janus Forty Fd CI A A Dividend61 . - - Jennison Smal l Company Fund CI Z A Dividend62 . - - Harbo r In t l Fund Inv CL A Dividend63 .

    Sold 08/30/10Sold 08/30/10Sold 08/30/10So ld 08/30/10Sold 08/30/10Sold 08/30/10So ld 08/30/10

    So ld 08/30/10

    So ld 02 /15 /10Sold 07/09/10(part)Sold 09/17/10

    K CK BK AJ A

    K CK AK A

    JJJJ

    B

    AAA

    See note 3, Part VIII

    See no te 5 , Pa r t VI I I

    65 .66 .

    - - Ivy Asset Strategy Fund A Dividend- - C o l u m b i a V a l u e & R e s t r u c t u r in g F u n d A Dividend

    So ld 09/17/10So ld 07 /09/10(part)So ld 09/17/10

    J

    J

    J

    AAB

    67 . - - Har t f o rd Capi ta l Appr Fund CI I A Dividend68 . - - Oppenhe imer Go ld and Spec ia l Minera ls A DividendFund

    Sold 09/17/10So ld 07 /09/10(part)

    JJ

    B

    A

    L lnc0me G~in Codes: A ~$i,000 or less(S ee Co lu mn s B 1 a nd 13 4) F =$ 50 ,0 01 - $1 00 ,0 00

    2. Value Codes J =$15,~300 or less(S ee Co lum ns C I and D3 ) N =$250,001 - $500,000

    P3 =$25,000,001 - $5 0,000,0003. Value Method Codes Q =Appraisal(S ee Co lum n C2) U =Bo o k Value

    B=$I,001 - $2,500G =$100,001 - $1,000,000K=$15,00t - $50,000O =$500,001 - $1,000,000R =Cost (Real Estale Only)V ~O th c r

    C =$2,501 - $5,000H 1 = $ 1 , 0 0 0 ~ 0 0 1 - $ 5 ~ 0 0 0 , 0 00L =$50,001 - $100,000P 1 =$1,000,001 - $5;000,000P4 -More than $50,000,000S =AssessmentW =Estimated

    D=$5;001 -$15,000H2=M o re th a~ $ 5 , 0 0 0 , 00 0M=$100,001-$250,000P2 =$5,000,001 -$25,000,000T =Cas h Mark e t

    E =$15,001- $50,000

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    FINANCIAL DISCLOSURE REPORTP a g e 8 o f 1 1

    N a m e o f P e r s o n R e p o r t in gCamp bel l , David G.

    Date of Report05/30/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - income, value, tra .... tions (Includes those of spouse and dep endent children; see pp. 34-60 of filing instructions.)~ N O N E income, assets, or transactions.)N o reportable

    A. B . C. D,D e s c r ip t i o n o f A s s e t s Income during G r o s s v a l u e a t e n d Transactions during reporting period( i n c l u d i n g t r u s t a s s e ts ) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d :

    (1 ) (2 ) (1 ) (2 ) (1 ) (2) (3} (4) (5 )

    69.70 .

    71 .i72 .73 .

    : 74.

    75 .!76.77 .

    78.79 .

    80.81 .

    82 .83 .

    84.85 .

    - - P i m co Em e r g i n g L o ca l B o n d F u n d A Dividend

    - - TCW To ta l Re tu rn Bond Fd CI I A DividendMutua l Fund and O the r Inves tments- - Tho rnburg In t l Va lue Fund CL I A Dividend

    -- Eaton Vance Large Cap A Dividend

    -- P i m c o T o t a l R e u m F u n d-- DFA Emerg ing M arke ts Po r t-- DFA Int l Smal l Com pany-- DFA Large Cap In t l Po r t-- DFA Large Cap Value-- I sha re s TR Barc lays Bond

    -- Powershs DB Commdty Indx-- Spdr Dow Jones R EIT

    A Dividend JA Dividend KA Dividend JA Dividend KA Dividend LA Dividend MA Interest KA Dividend J

    Sold 09/17/10Bu y 05 /06/10Sold 09/17/10Sold 05 /06/10

    TSold 07/09/10( p a r t )

    TSold 07/09/10( p a r t )

    TT Bu y 09/21/10T Bu y 09/21/10T Bu y 09/21/10T Bu y 09/21/10T Bu y 09/21/10T Bu y 09/21/10T Bu y 09/21/10

    JJJJ

    K

    J

    K

    L

    M

    K

    J

    t r a n s a c t i o n )

    AA

    See note 6, Part VIIIA

    See note 7, Part VIIIA

    See note 8, Part VIII

    I, Income Gain Codes:(S ee Co lum ns BI and D4 )

    2.Value Codes(S ee Co lum ns C I and D3 )

    3.Value Method Codes(S ee Co lum n C2)

    A=$1,000 orlessF =$50,001- $100,000J = $15,000or l e ssN = $250,001- $500,000P3 3525,000,001- $50,000,000Q =AppraisalU =Bo o k Value

    B =$ 1,001 - $2 ;500 C =$ 2,501 - $5 ,000G =$100~001 - $1;000,000 H1 =$i;000;001 -$5,000,000n =$15,001- $50,000 L =$50;001 - $ 100,000O =$500,001 - $1,000,000 PI =$ 1,000,001 - $5,000,000

    P4 =More than $50,000,000R =Cost (Real Estate Only) S =AssessmentV = O th er W =Estim ated

    D=$5,001- $15~ 00H2 =Morethan $5~000;000M=$ 1 0 0 , 0 0 1 - $ 25 0 , 0 0 0P2 = $5,000,001-$25~000~000T =Cas h Mark e t

    E = $ 1 5 , O O l - $ 5 0 , 0 0 0

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    FINANCIAL DISCLOSURE REPORTP a g e 9 o f 1 1 Icme of Person Reportinga m p b e I l , D a v i d G . Date of Repor t05/30/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - i .co,.e , vul.c , t ,.nsactio.s a nel~des those o I~p ......dependent children; see p p . 3 4 - 6 0 of filing instructions.)~ N O N E income, assets, or transactions.)V o reportable

    A. B. D.D e s c r i p t io n o f A s s e t s Income during G r o s s v a lu e a t e n d( i n c l u d i n g t r u s t a s s e ts ) r e po rt i n g p er i o d o f r e po rt i n g p er i o d

    (1) (2)P l a c e " ( X ) " a t ~ e r e a c h a s s e t A m o u n t T y p e ( e . g .,e x e m p t f r o m p r io r d i s e l o s u r~ C o d e 1 d i v . , r e n t ,( A - H ) o r i n t . )

    86 . - - Vanguard Bond Index Fund, In te rmedia te B Dividend87 .88 . - - V a n g u a r d B o n d I n d e x F u n d , S h o r t T e r m A Dividend89 . - - V a n g u a r d G r o w t h A Dividend90 . - - Vanguard Smal l Cap Growth A Dividend91 . - - V a n g u a r d S m a l l C a p V a l u e B Dividend92 . Northweste rn Mutua l who le l i f e po l icy D Dividend93 . Northweste rn Mu tua l 65Life po l icy A Dividend94 . Northweste rn Mu tua l 65Life po l icy A Dividend95 . Northwese te rn Mutua l 65Life po l icy A , Div idend96 . Northweste rn Mu tua l 65Life po l icy A Dividend97 . Northweste rn Mu tua l 65Life po l icy A Dividend98 . MJC Inves tments LLC A Distribution99. W ater rig h ts , C arbo n C o u n ty , U tah N o ne100. In terqu es t V entu re s LLC N o n e

    (1) (2) , (1) ..... (2) (3) ~ (4) (5 )Value Value Type(g., Date. Value ~ Gain IdentityofCode 2 Method buy, sel l , mm/dd!yy Cod~2 Code 1 . buyer/seller

    ( J - P ) Code 3 redemption) ( J - P) [ (A=H ) (if private(Q-W) t r a n s a c t i o n )

    L TL T

    J T

    L TM T

    J T

    J T

    J T

    J T

    J T

    M W

    L WK U

    Bu y 09/21/10 MSo ld 12/02/10 MBu y 09/21/10 L

    Bu y 09/21/10 LBu y 09/21/10 JBu y 09/21/10 L

    1. Income Gain Codes: A =$1,000 or le ss B =$ t,001 - $ 2 ,500( Se e C olu mn s B 1 an d 1 )4 ) F =$ 50 ,0 01 - $ 10 0,0 00 G =$100,001 - $1,000,000

    2. Value Co des J =$ 15,000 or less K =$15,001 - $50,000(S ee Co lum ns C I and D 3 ) N =$250,001 - $ 500,000 O =$5 00,001 - $1,000,000

    P3 =$25,000,001 - $50;000,0003. Value Method Codes Q =Appraisal R =Cost (Real Estate Only)(S ee Co lum n C2) U =Bo o k Value V =O th er

    C =$2,S0 I- $5;000 D =$5,001 - $15,000Hi =$ 1,000,001 ~ $5,000;060 : H2 =More than $5!000~000L =$50 001- $100,000 M =*100,00], S250i000P I =$1 ;000,001 = $5 ;000;000 P2 =$5;000,001 - $25;000,000P4 =More than $50;000;000S =Assessment T =Ca sh M a rke t :W ~Estimatod

    E =$15,001 - $50,000

  • 8/3/2019 David G Campbell Financial Disclosure Report for 2010

    10/11

    FINANCIAL DISCLOSURE REPORTP a g e 1 0 o f 1 1

    N a m e o f P e r s o n R e p o r t i n gC a m p b e l l , D a v i d G .

    D a t e o f R e p o r t05/30/2011

    VIII . ADDITIONAL INFORMATION OR EX PLANATIONS. (lndicatepart of report.)No te 1: T rus t 1~I . T r u s t s 2 - 3 a r e c o l l e g e e du c a t i o n t r u s t s t h a t h o l d t h e a s s e t s l is t e d b e l o w e a c h t r u s t .N ote 2: The p rope r ty l i s ted on l ine s 8 -15 i s renta l p rope r ty owned by El Do rado Inves tm ents , LLC,~ inves tment bus iness ow ned col lec t ive ly by f iveindiv idua l s and ~-re la ted LLC. Rent i s pa id to El Dorado, mixed w i th renta l incom e from the o the r p rope r t i e s , and used to pay expen ses for the p rope r t i e sand gene ra l expenses o f E1 D orado . Af te r expenses a re pa id , income o r lo ss i s a t t r ibu ted to E l Dorado o wners fo r tax purposes , and so me dis t r ibu t ions a re madeto owners . To ta l income a t t r ibu ted to me f rom E1 D orado fo r 2 010, and the va lue o f my ow nersh ip in te re s t in E1 Do rado , a re shown o n l ine 7 . I rece ive no renta lpayments d i rec t ly f rom any o f the p rope r t ie s l i s ted on l ines 8 -15 .N ote 3: In June 2010, we changed inves tmen t advi so r s . As a r esul t , a ll o f t he M orn ings t ar i nves tmen t s w ere so ld on 8/30/2010, and the M er r i ll Lynchinves tments were so ld on the da te s indica ted o r t ransfe r red a s ment ioned in N o tes 6 -8 .No te 4: Fo r the no te s payab le in l ines 6 , 36 , and 38 , the deb to r i s Whee le r Mac h ine ry Com pany . The no te s a re s imple dem and no te s bea r ing m arke t in te re s t ra te s ,No te 5: The precise sale date for this investment is not clear from the broker records , but it clearly was sold in February of 2010. As a result, I have noted a saledate of 2/15/10 as an estimate.No te 6: Th is invves tment p rev ious ly was he ld in the Merr i l l Lynch account and w as show n on l ine 69 o f la s t yea r s repo r t . The inves tment was t ransfe r red w henthe inve rs tment adv iso r change occurred a s men t ioned in No te 3 .

    No te 7 : Th is invves tment p rev ious ly was he ld in the Merr i l l Lynch account and w as show n on l ine 73 o f la s t yea r s repo r t . The inves tment was t ransfe r red w henthe inve rs tment adv iso r change occurred a s men t ioned in No te 3 .No te 8: Th is invves tment p rev ious ly was he ld in the Merr i l l Lynch account and w as show n on l ine 76 o f la s t yea r s repo r t . The inves tment was t ransfe r red w henthe inve rs tment adv iso r change occurred a s men t ioned in No te 3 .

  • 8/3/2019 David G Campbell Financial Disclosure Report for 2010

    11/11

    FINANCIAL DISCLOSURE REPORTPage 11 of 1 l

    Nam e of Per son Repor t ingCampbell, David G.

    Date of Repor t05/30/2011

    IX. CERTIFICATION.1 c e r t i f y t h a t a l l in fo r m a t i on g i v e n a b ov e ( i n c lu d i n g i n fo r m a t ion p e r t a i n in g t o m y s p ou s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , if a n y ) i s

    a ccu r a t e , t ru e , a n d co m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i ef , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e ld b e ca u s e i t m e t a p p l i ca b l e s t at u t o r yp r o v i s io n s p e r m i t t in g n o n - d i s c l o s u r e .I f u r t h e r c e r t if y t h a t e a r n e d i n c om e f r om ou t s i d e e m p l oy m e n t a n d h on o r a r ia a n d t h e a c c e p t a n c e o f g i f t s w h i c h h a v e b e e n r e p o r t e d a r e i ncom pl i ance wi th t he provi s ions o f 5 U .S.C. app. 501 e t . s eq . , 5 U.S.C. 7353, and Jud ici a l Confe rence r egu la t i ons .

    Signature: S/David G . Campbell

    N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L FU L L Y F A LS I FI E S O R F A I LS T O F I L E T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

    Com m i t t ee on F inanc i a l D i s c lo s u r eAdm inis t r a t ive Off ice of the Uni ted S tates Cou r tsSu i te 2-301O ne Co lu m b u s C i r c le , N . E .W as h ing ton , D . C . 205 44