Ment Ira De Financial Disclosure Report for 2010

8/3/2019 Ment Ira De Financial Disclosure Report for 2010

1/12

AO I0R~v. i/2011FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2 0 1 0Report Required by the Ethics

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

!. Person Repor ting ( las t name, f ir s t , middle init ial)D E M E N T , I R A

4. Ti t le (Art ic le 111 judges ind ica te ac t ive o r seuio r s ta tus;magis t ra te judges indicate fu l l - or par t - t ime)

U S D I S T R I C T J U D G E , SE N I O R S T A T

7 . C h a m b e r s o r Off ice AddressP O BOX 2 149M O N T G O M E R Y , A L 3 6 1 0 2 - 2 1 4 9

12 . Court or OrganizationU S D I S T C OU R T , M I D D L E D I S T - A L

5a. Repnrt Type (check appropriate type)] N o m in a tio n , D a te[] Initial [] Annual [] Final5b. [] Amended Report

On the basis of the information contained in this Report and anymodifications pertaining thereto, it is, in my opinion, in compliancewith applicable laws and regulations.

3. Date of R e p o r t06/28/2011

6. Report ing Pe riod0 1/0 1 /2 0 10

to12/31/2010

R e v i e w i n g O f f ic e r D a t e

I M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete all parts,checking the NONE box for each part where yon have n o reportable information. Sign on last page.

I . P O S I T I O N S . (Reporting ind ividual only; seepp. 9-13 of f il ing instructions.)D NONE (No reportable posit ions. )1 . CO- TRUSTEE2.3.4.5.

POSITION NAME OF ORGANIZATION/ENTITYR U S T

I I . A G R E E M E N T S . (Reporting individual only; see pp. 14-16 of filing instructions.)~] NONE (No reportable agreements.)

DATE PARTIES AND TERMS


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FINANCIAL DISCLOSURE REPORTPa ge 2 o f 1 2

N a m e o f P e r s o n R e p o r t i n gDE MENT, IRA

Date of Report06/28/2011

I I I . N O N - I N V E S T M E N T I N C O M E . (Reporting individual andspouse; seepp. 17-24 of filing instructions.)A. Fliers Non-Investm ent Incom e

~ (No reportable non-investment income.)ONEDATE SOURCE AND TYPE

2.

3.

4.

INCOME(yours, not spouses)

B . S p o u s e s N o n - l n v e s tm e n t I n c o m e - i f you were m arried during any portion of the reporting year, complete this section.(Dollar a mount not required except for honoraria.)

N O N E (No reportable non-investment income.)DATE SOURCE AND TYPE

1.2.

3.

4.

I V . R E I M B U R S E M E N T S - transportation, lodging, food, entertainmenL(Includes those to spouse aml dependent children; see pp. 25-27 of filing instructions.)

NONE (No reportable reimbursements.)S O U R C E DATES LOCATION

I.

2.3.4.5.

PURPOSE ITEM S PAID OR PROVIDED


3/12

FINANCIAL DISCLOSURE REPORTPage 3 of 12

Na m e o f P e r so n R e p o r t in gD E M E N T , I R A

Date o f Report06/28/2011

V . G I F T S . a . e t . d e s th o s e t o s p o u s e a . d dependent children; see p p . 2 8 - 3 1 of filing instructions.)N O N E (No reportable gifts.)

SOURCE DESCRIPTION1 .2.3.4.5.

VALUE

V I . L I A B I L I T I E S . a n c t u d e s t h o s e o f ~ p o u s e o n d d e p e n d e n t c h i td r e n ; s e e p p . n - 3 J of filing instructions.)N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION1 .2.3.4.5.

VALUECODE


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FINANCIAL DISCLOSURE REPORTPage 4 o f 12



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 a n c t u d e s t h o s e o f s p o u s e a n d d e p e n d e n t children; see pp. 3 4 - 6 0 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r ip t io n o f A s s e ts In c o m e d u r in g( in c l u d i n g t ru s t a s s e t s ) re p o r t i n g p e r i o d

(1) (2)Place "(X)" after each asset A m o u n t Type (e.g.,

exempt from prior disclosure C o d e 1 d i v . , r e n t ,( A - H ) o r int . )

1. U.S. SAVINGS B OND # 1 C I n t e r e s t2. BROKERAGE ACCOUNT # 13. Regions Financial C or por a tion , C ommo n A Dividend4. AL Dr inking WFA RVL Bond 4 .85% du e A I n t e r e s t8/15/20225. S u n L i f e F i n a n c i a l A Dividend6. Capital Income B LDR Fd CI C A Dividend7. Calamus Growth & Income Fd C A Dividend8. AL State Brd Ed Reid St Tech College B I n t e r e s t9. AL Bldg Rnvtn Fin Auth Rev B ldg B I n t e r e s t

1 0 . B o a z AL3 .5 5 % 3 / I /2013 B I n t e r e s tI I . Eaton Vance M uns TR EV Natl Muni FD B Int./Div.1 2 . CitibankNA Bank Deposit Program A I n t e r e s t1 3 . A ubur n A LA WT R W K S B R D A I n t e r e s t1 4 . Tuscam biaALA WTR 3.4% A I n t e r e s t1 5 . Tuscum bia ALA WTR 4 .0% A I n t e r e s t16 . Alabama W TR Pollution 3.1% A I n t e r e s t1 7 . I R A #I

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d(1) (2)

Value V a l u eC o d e 2 M e t h o d(J-P) C o d e 3( Q - W )

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 i o d

K T

J

J

J

T

T

T

T

T

TT

T

T

T

T

T

( t) (2) (3)T y p e (e.g., D a t e Value

buy, s e l l , mmdd/yy C o d e 2r e d e m p t i o n ) ( J - P )

Sold 06/08/10 LSold 06/08/10 K

B u y 06/08/10 KB uy 06/08/10 KB uy 06/08/10 KB uy 08/18/10 K

L

L

LK

K

K

K

K

K

(4 ) (5 )G a i n Identity of

Code 1 buyer/seller(A-H) ( i f p r i v a t e

transaction)

I. In co m e Gain Co des: A = $1 .000 or less B = $1 .001 - $2 .500 C = $ 2.501 - $ 5,000 D =$5,001 - $15,000(Se e C o lumn s BI and D4) F =$50,001 - $100,000 G =$ [00,00l - $1,000,000 H 1 =$1,000,001 - $5,000,000 H2 = M or e than $ 5 ,000 ,0002. Value Codes J = $15,000 or less K =$15,001 - $50,000 L =$50.001 - $ 100,000 M = $ 10 0 , 0 0 1 - $250 , 0 0 0( Sc c Colu mns CI and I ) 3 ) N =$250,001 - $500.01)0 O =$500,001 - $1,000.000 PI =$1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,00013 -$25 .(~ 00.00 | - $50.000.000 P 4 =M o re than $50,0~3,0003. Vulue Mclhod Codes Q = Appr a i s a l R =Cosl (Real Eslzte Only) S = As s es s ment T = Cas h M ar ket(See Colunm (72) U = B ook V alu e V ~Other W = Es t imated

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


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FINANCIAL DISCLOSURE REPORTPa ge 5 o f 12

Name of Person ReportingDE MENT, IRA


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 .~ u , , t ,, n s , c tl o , s a n c ~ , ,c s t h o s ~ o / s p o u s , ,n , , ,p ~ n , ~ n t children; see pp. 3 4 - 6 0 of filing instructions.)D N O N E (No reportable income, assets, or transactions.)

A. B. C.Desc r ip t ion of Assets Income dur ing Gross va lue a t en d

( i n c l u d i n g t rust a sse ts) reporting period o f reporting period(1) (2) (1) (2)Place "(X )" after each asse t A m ount Type (e.g., Value Valueexempt f rom pr ior d isc losu re Code I div., rent, Code 2 Method(A-H) o r i n t . ) (J-P) Code 3

(Q-W)

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 i o d

(I) (2) (3)Type (e.g., D a t e Valuebuy, se ll, m m/dd /yy Code 2redempt ion) (J-P)

( 4 ) ( 5 )Gain Identity of

Code I buyer/seller( A - H ) ( i f p r i , a t e

transaction)

D

1 8 . Royce Fd Total Return Fd A Dividend Sold 06 /08/10 J1 9 . T Rowe Price Blue Chip Grw th Fd A Dividend K T20. Dodge & Cox Intl Stock Fund A Dividend K T21. Longleaf Partners FDS Trust None Sold 06 /08/10 K22. Longleaf Partners FDS TR Small Cap None Sold 06/08/10 K23 . High land Bank ST Michael MN B I n t e r e s t Matured 08/10/10 K24. Fairholrae Fund Fairx A Dividend K T25 . Hartford Captial Appre Fund Class I None K T26 . American High Income Trust Class F A Dividend Sold 05 /24/I0 K

27 ....continued B Dividend K T B u y 08/18/10 K2 8. D re y fu s M on e y M a r ke t F un d A Int./Div. J T29 ....continued D D i s t r i b u t i o n30 . Hartford Floating Rate Fund Class I A Dividend K T B u y 08/18/10 K3 1. P I M CO T ot al Re tu r n Fu n d CL P A Dividend K T B u y 01/06/10 K3 2. P I M CO Re a l R et u rn Fu n d CL P A Dividend K T B u y 01/06/10 K33 . Templeton Global Bond Fund A Dividend K T B u y 08/18/10 K34. V an gu ard BD In d ex FD In c . Sh or t Te rm A Dividend K T B u y 06/08/10 K

I. Income Gain Codes: A =$1,000 or less B = $1,001 - $ 2,500 C = $2 ,501 - $ 5,000 D = $5,001 - $1 5.000( See Colu mns B I and I ) 4 ) F =$50,001 - $ 100,000 G =$ 100,001 - $ 1,000,000 H 1 =$1 .000,001 - $5 ,000,0~0 H2 =More than $5,000,000

2 . Valu e Co dcs J = $1 5,000 or less K =$15,001 - $50,000 L =$50,001 - $ 100,000 M -$ 100,001 - $250,000(Se e C o lumn s C I and D3) N =$250,001 - $500,000 O =$500,001 - $1,000,000 P I =$ 1, 00 0, 00 1 - $5 ,0 00 ,0 00 P 2 -$ 5, 00 0, 00 1 - $ 25 ,0 00 ,0 00

P3 =$25.000.@} I - $50.000.000 P4 -More than $50,000,0003. Value Method Codes Q - Appr a i s a l R =Cost (Real E stalc Onlyl S = As s c s s mc nt T - Cas h M ar kc t( See ( o lu nm C2 ) U " B ook V alu e V =Other W = Es l imated

E =$15,001 - $50,000


6/12

FINANCIAL DISCLOSURE REPORTP a g e 6 o f 1 2

Name of Person ReportingD E M E N T , IR A


V II . I N V E S T M E N T S a n d T R U ST S - incom .... lue, transactions (Includes those of spouse and dependent children; seepp. 34-60 of fillng instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.D escrip tion of A ssets Inco m e during Gross va lue a t end Transac t ions dur ing repor t ing per iod

( inc lud ing t rust a sse ts) rep ortin g period o f reporting period(1) (2) (0 (~) O) ( 2 ) ( 3 ) ( 4 ) ( 5 )Place "(X )" after each asse t A m ount Type (e.g., Va lue Va lue Type (e.g., D a t e Value Gain Identity of

exempt f rom pr ior d isc losu re Code I div., rent, Co de 2 M etho d buy, sell, mm/dd /yy Co de 2 Code 1 buyer/seller(A-H) o r i n t . ) (J-P) Code 3 redempt ion) (J-P) (A H) (if private(Q -W ) transaction)

3 5. B R OK E R A GE A CCO UN T # 236 . E aton Vance Na t iona l M unic ipa l s Fund D Int.~Div. M T B uy 02/ 16/ 10 K37 . H u n t sv i ll e M a d i s o n C o A L B o n d 5 . 0 % d u e B Interest K T7 /1/1838 . J e ff e r so n C N T Y A L B r d E D B o n d 4 . 7 5 % A Interest R e d e e m e d 02/ 17/ 10 Kdue 2 / 15 / 1639 . E v e r g r e e n F i x e d H i Y l d C I C A D iv id en d So ld 05 /24 / I0 K40 . A L B l d g R n v n 4 % B Interest K T41 . C a l a m o s G r o w t h & I n c o m e F d C A D iv id en d So ld 0 6 /0 8 /10 K4 2. C ap it al I n co m e B ld r C I C A D i v i d e n d So ld 0 6 /0 8 /10 K43 . F r a n k l i n ln c o m e F D C L C B D iv id en d So ld 0 6 /0 8 /10 K

4 4 . Ci tibank NA Bank D epos i t A Interest K T45 . A u bu m A L A W T R W K S B R D A Interest K T B uy 06/ 08 / 10 K46 . E l m o r e C N T Y A L A P U B E D A Interest K T B uy 05 / 25 / 10 K4 7. T usc um bia A LA W T R & SW R R E V A Interest K T B uy 06/ 08 / 10 K48 . F r a n k l i n U S G o v e m m e n t A D i v i d e n d B uy 06 /08/10 K49... con t i nue d Sold 12 /09 /10 K5 0 . A l a ba m a W T R P o l l u ti o n N o n e K T B uy 08/18/10 K51 . B i r m i n g ha m A L A ARPT AUTH N o n e K T Bu y 12 /14/10 K

I . Inc ome Gain Codes : A =$1,000 or less B =$1,001 - $2,500 C =$2,501 - $5,000 D =$5,001 - $15,000( See Columns B I an d D4 ) F =$50,001 - $100,000 G = $ 100,001 - $1,000,000 H I =$ 1 .000,001 - $5,000,000 H2 =More than $5,000,0002 . V alu e Cedes J = $ 1 5 , 0 1 ) 0 o r l e s s K =$15,001 - $50,000 L -$50,001 - $ 100,000 M =$100,001 - $250,000

( See Columns C I and D3 ) N = $250,001 - $500,1)00 O = $5 00.001 - $ 1.000.000 P I ~ $1 ,000,001 - $ 5,000,000 P 2 = $5 .000.001 - $ 25 ,000,000P3 =$25.000,001 - $50.000.001) P4 =More than $50,000.0003. Value Method Codes Q = Appraisal R =Cost (Re al Estate Onty l S = As s es s ment T = C a s h M a r k e t( See Colu mn C2 ) U =Bo o k Va ] ,c V ~( ) thcr W = Es t imated

E =$15,001 - $50,000


7/12

FINANCIAL DISCLOSURE REPORTPa ge 7 o f 12

Name of Person ReporlingD E M E N T , IR A


V I I . I N V E S T M E N T S a n d T R U S T S - ~ .c o n , e , ,, a ~ u e , t ra . ~ a c ti o n s a n c ~ u d ~ s t l, o s e o . ~ s p o u $ e .n d ~ p e n U ~ n ~ c h U d r e n ; ~ ~ , ~ . 3 4 - 6 0 of filing instructions.)D N O N E (No reportable income, assets, or transactions.)

A. B. C.Desc r ip t ion of Assets Income dur ing Gross va lue a t end(in cludin g trust asse ts ) reporting period o f rep ortin g p erio d

(l) (2) (O (2)Place "(x )" after each asse t A m ount T y p e ( e . g ., Va lue Valu eexempt f rom pr ior d isc losu re Code I div., rent, Co de 2 M etho d(A-H) o r i n t . ) (J-P) Code 3

( Q - W )

52 . B e n e f i c i a l I n t e r e s t i n t h e Trust #153 . R e g i o n s B a n k , M o n t g o m e r y , A L ( f o r m e l yAm sout h )54 . I ncom e Ben e f i c i a ry on ly, no i n t e re s t i npr i nc i pa l5 5. P io ne er Fu nd C1 Y B D i v i d e n d M T56 . R e g i o n s T m s t M o n e y M a r k e t A c c o u n t A D i v i d e n d J T57 . P ionee r M id Cap Value Fund Clas s A Int . /Div. 3 T58 . V a n g u a r d T a x E x e m p t F u n d # 4 2 D lnt . /Div. M T59 . T a x E x e m p t B D F D o f A m e r B Interest60 . Art i s an Funds I nc . Smal l Cap Value A Div idend J T

61 . Fide l i ty Adv i s or Sm al l Cap Fund N o n e J T62 . P ionee r Se lec t M id Cap G rowth Y N o n e J T63 . T homburg I n t e rna t iona l Va lue Fund Clas s I A Div idend J T6 4. E u ro p ac if ic Gr ow th F D CL F 2 A Div idend J T6 5 . T h or n bu r g L T D T er m M U N I F u n d C la s s 1 C Int . /Div. M T66 . R e g i o n s C D # 1 B Interest M T67 . IR A # 268 . D a v i s N Y V e n t u r e F d A N o n e

Transactions during report ing period( 4 ) ( 5 )G a i n Identity of

C o d e 1 buyer/seller( A - H ) (if privatenansaction)

(1 ) (2) (3)Type (e.g., Date Valuebuy, sell, m m !d d/yy Co de 2

redempt ion) ( J - P )

Sold 03 /30 /10 M E

B uy 03 /30 /10 M

So ld 0 6 /0 8 /10 J B

I . Inc ome Gain Codes : A = $1 ,000 o r le ss B =$1 ,001 - $2 ,500 C =$2,501 - $5,000 D =$5,001 - $15,000( Se e C olu m ns B I a nd D4 ) F = $5 0,0 01 - $ 10 0,0 00 G ~$100.001 - $1.000,000 H I = $1 .0 00 ,0 01 - $5 ,0 00 ,0 00 H 2 = M or e t ha n $5 ,0 00 ,0 002 . Valu e Co des J = $1 5.000 or less K = $15 ,001 - $50,000 L =$50,001 - $100,000 M =$100,001 - $250,000( See Colu mns ( l and D3) N =$250.001 - $500.000 O =$500.001 - $1,000,000 PI =$1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000P3 = $25,000,001 - $5(} ,01)0,1)00 P4 =More than $50,000,0003. Value Method Codes Q =Appraised R =Cost (Rcal Estate On ly) S = As s es s ment T = C a s h M a r k e t( See Colu nm C2 ) U =Book V;f lue V =Other W = Es t imated

E =$15,001 - $50,000


8/12

FINANCIAL DISCLOSURE REPORTP a g e 8 o f 1 2


Date of Report06/28/201 !

V l l . I N V E S T M E N T S a n d T R U S T S - i n c o ,. e , v a t u e , transactions (l,,ludes those of spouse and dependent children; seepp. 34-60 of filing instructions.)

69 .7 0.7 1.7 2.7 3.7 4.7 5.7 6.7 7 .

7 8.7 9.80 .81 .82 .83 .84 .85 .

N O N E (No reportable income, assets, or transactions.)A. B, C. D.

D e s c r i p t i o n o f A ssets In co m e d urin g Gross v a l u e a t e n d T r a n s a c t i o n s dur ing repor t ing per iod( inc lud ing t rust a sse ts) rep orting period of reporting period

(l ) (2 ) (l) (2) (l ) (2) (3) (4) (5 )P l a c e . " ( X ) " a f t e r e a c h a s s e t Amount Type (e.g., Value Value Type (e.g., D a t e Value G a i n I d e n t i t y o fexempt f rom pr ior d isc losure Code I d i v . , r e n t , Cod e 2 M ethod buy, sell, mm/dd /yy Co de 2 Code 1 buyer/seller(A-H) o r i n t . ) ( J - P ) Code 3 redempt ion) (J-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 )

Evergreen Equity Index Fd C1 C A DividendWash ington Mu tual Investment Fd C1 A A DividendCapital Income B ldr FD CL C A DividendBank Deposit Program (X ) See Note 1 A Dividend...continued B DistributionSer i es HH Bonds A I n t e r e s tRegions Bank Acct #5 A I n t e r e s tBROKERAGE ACCOUNT # 3

K T

K T

K T

Sold 06 /08/10 J

Sold 06 /08/10 JSold 06 /08/10 J

FirstBank P R CD A I n t e r e s t

. . . c o n t i n u e d A Int./Div. KCapital One 4.5% B Interest KDarby Bank 3.5% A I n t e r e s tDiscover Bank 3.8% B I n t e r e s tG E M on ey Ban k 5% B I n t e r e s t LGE M oney BK 4 .7% B I n t e r e s t LWachov ia BK 4 .55% C I n t e r e s t LWachov ia BK 5% B I n t e r e s t K

Matured 102/04/10 K

T B u y 02/04/10 KT

Redeemed 02/22/10 KMatured 09/07/10 K

TT

T

T

I. Income Gain Codes: A = $1 ,000 or less B = $1 .001 - $2 ,500 C = $ 2,501 - $ 5,000 D = $5,001 - $15 ,000( S e e Colu mns B I and 04) F =$ 50.001 - $100 ,000 G =$ 100,001 - $1,000,000 H1 = $1,000,001 - $5,000,000 H2 = M ore than $5 ,000 ,000

2. Value Codes J ,: $15.000 or Its s K = $15 ,001 - $ 50,000 L = $50,001 - $ 100,000 M =$100,001 - $250,000(See Colunms (1 and I)3) N =$250.001 - $500,01)0 O = $5 00 ,0 01 - $ 1, 00 0,0 00 P I = $1 ,0 00 ,0 01 - $ 5,0 00 ,0 00 P2 =$5,000,001 - $25,000,000123 $25,000J)01 - $50.000.000 P4 =More than $50.000,0003. Value Method (odes Q =A p p r a i sa l R =Cost (Real Estate Only) S = As s es s ment T = C a s h M a r k e t( See Colu mn C 2 ) U = B ook V alu e V :Other W =Estimated

E =$15,001 - $ 50.000


9/12

FINANCIAL DISCLOSURE REPORTPa ge 9 o f 1 2

N a m e o r " P e r s o n R e p o r t in gDE MENT, IRA

Date of Report06/28/201 I

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; seepp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C. DD e s c r i p t i o n o f A s s e t s Inco m e d urin g Gro ss v a l u 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 in g period(including t r u s t a s s e t s ) r e p o r t i n g p e r i o d of reporting period

(1 ) (2 ) (l) (2) (1 ) (2) (3) (4) (5 )place " (x )" after each asse t A m ount Type (e.g., Value Va lu e Type (e.g., D a t e Value Gain Ident i ty ofexempt f rom pr ior d isc losure Code I div., rent, Code 2 Method buy, se ll, m m/dd /yy Co de 2 Code 1 b u y e r / s e l l e r(A-H) o r i n t . ) ( J - P ) Code 3 redempt ion) (J-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 )

86 . Wachov ia M TG 4 .75% B I n t e r e s t87 . Cit Bank oUT 3.5% A I n t e r e s t8 8. K e y b a nk N at l As s oc ia t io n 2 .4 % B I n t e r e s t89 . Doral Bank A I n t e r e s t90 . American High Income Tr ust Fund Class C A Dividend91. PIMCO Total Return Fund Class C C Dividend92. PIM COReal Return Fund Class C A Dividend93 . American Express Centurion Bank B I n t e r e s t94. CitibankMoney Market Fund A I n t e r e s t

95 . Hartford Floating Rate Fund A Dividend96 . American Funds Short Term Bond A Dividend9 7. R egio ns CD # 6 B I n t e r e s t98 . BROKERAGE ACCOUNT # 4

99 . Cash/MM A I n t e r e s t100. Morgan Stanley 4.05% A I n t e r e s t101. Roya l B ank4 .35% B I n t e r e s t102. Wachov ia BK 4 .55% B I n t e r e s t

K TK TL TK T

K TL TL TJ T

K TK T

S o l d 05/24/10 K CB uy 02/16/10 K( a d d l )B uy 02/16/10 K(ad d l )

B u y 09/08/l 0 KB u y 05/24/10 K

Matured 11/12/10 M

KK

T

Matured

T

T

04/15/10 K

I. Income Gain Codes: A =$1,000 or less B = $ 1.001 - $2.500 C = $ 2,501 - $ 5,000 D = $5,001 - $15 ,000( S e e Colu mns I~ I and D41 F =$50.001 - $100,000 G =$100,001 - $1,000.000 H 1 =$1,000,001 - $5,000,000 H2 = M er e than $ 5 ,000 ,000

2. Value Co des J ~ $ 1 5 .1 ~ ) o r le ss K ~$| 5.0111 - $50.000 L =$50,001 - $100,000 M =$100,001 - $250,000(Se c Co lu mn s C I an d D 3) N =$ 25 0.0 01 . $ 50 0,0 00 O =$500,t)01 - $1,000,000 PI =$1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000

P 3 = $25 ,000,001 - $50.000.000 P 4 =More than $50,000,0003. Value Method Codes Q =A p p r a i sa l R - Cos ! ( R eal E s l a l e Only) S = As s es s ment T =Cash Market( See Colu mn C2 ) U = B ook V alu e V : Other W =Estimated

E = $ 1 5 ,001 - $ 5 0 ,000


10/12

F I N A N C I A L D I S C L O S U R E R E P O R TPa ge 10 of 12

Name of Person ReportingDE MENT, IRA

Date of Report06/28/201 I

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, vatue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.D escrip tion of A ssets In co m e d uring Gro ss value a t en d T ransactio ns durin g rep orting p eriod( inc luding t rus t asse ts ) reporting period of reporting period

(1 ) (2 ) (l) (2) (l ) (2) (3) (4) (5 )Place "(X)" after each asset A m o u n t Type (e.g., Value Va l ue Type (e.g., D ate Value Gain Identity of

exempt f rom pr ior d isc losu re Code 1 div., rent, Code 2 M e t h o d buy, sell, mm/dd/yy Code 2 Code 1 buyer/seller(A-H) o r i n t . ) (J-P) Code 3 redem ption) (J-P) (A -H) (if p rivate( Q - W ) transaction)

103 . W ac h ov iaMT G 4 . 55%104. American Funds Sh ort Term T ax Exempt

105. Eaton Vance National Munic ipal IncomeF u n d

106. Limited Term Tax Ex B D FD of Amer ica107. Ha rtford Floating Rate Fund CL C

108. Morgan Stanley S enior Floating Rate109. B irmingham ALA APRT AUTH110. Regions Bank Acct # 4

I I 1. Regions Ba nk Acct # 3

B I n t e r e s t

A I n t e r e s t

C lnt./Div.

B I n t e r e s tA Dividend

None

NoneA I n t e r e s t

A I n t e r e s t

L TL T B u y 02/16/10 LL T B uy 02/16/i 0 LL T B u y 02/16/10 LM T B u y 11/22/10 L

K T B u y 12/10/10 KK T B u y 12/14/10 KM TL T

I . Inc ome Gain Codes : A = $1.000 o r le ss B =$ 1 .~0 1 - $2 .500 C =$2.501 - $5,000 D =$5 , 0 0 1 - $15 .0 0 0(See Co lum ns B I an d D 41 F = $50.001 - $100.000 G = $100.001 - $1 .000.000 HI =$1.000,001 - $5,000,000 H2 =More than $5,000,000

2. Value Codes J = $15.000 or less K = $15.001 - $50.000 L =$50,001 - $ 100,000 M =$10 0.001 - $250.00 0ISc e Co lu mn s C I an d D 31 N = $2 50 .0 01 - $ 500 .0 00 O = $5 00 .0 01 - $ 1.0 00 ,0 00 P I = $1 ,0 00 .0 01 - $ 5,0 00 .0 00 P2 =$5.000.001 - $25.000.000

P 3 = $25.000,001 - $50.000.000 P4 =More than $50,000,0003. Value Method Codes Q =A p p r a i sa l R =Cost (Real Estate Only) S = As s es s ment T = Cas h M ar ket( See Colu mn C2 ) U =lk~k Va lue V =Other W = Es t imated

E = $ 1 5 , 0 0 1 - $50.000


11/12

FINANCIAL DISCLOSURE REPORTPagell ofl2

N a m e o f P e r s o n R e p o r t in gDE MENT , IRA

D a t e o f R e p o r t06/28/2011

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. andieatepart of report.)1) P a r t VI I , L ine 72 , Ban k Dep os i t P rogram , a s s e t was no t r equ i red t o be repor t ed i n p r io r yea r . I ncome an d accoun t va lue of a s s e t were be low repo r t i ngrequ i rement s .


12/12

FINANCIAL DISCLOSURE REPORTPa ge 1 2 o f 1 2

Na m e o f P e r so n R e p o r t i n gD E M E N T , IR A

Date o f Report06/28/2011

I X . C E R T I F I C A T I O N .1 c e r t i f y t h a t a ll i n f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u 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 sa c c u r a t e , t r u e , a n d c o m p l e t e t o t h e be s t o f m y k n o w l e d g e a n d b e l i e f , 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 ~ v i t h h e l d b e c a u s e i t m e t a p p l i c a b l e s t a t u t o r yp r o v i s i o n s p e r m i t t i n g n o n - d i s c l o s u r e .I f u r t he r c e r t i fy t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a 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 nc o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S .C . a p p . 5 0 1 e t . s e q . , 5 U . S .C . 7 3 5 3 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t i o n s .

Signature: S/IRA D E M E N T

N O T E : A N Y I N D I V ID U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F I E S O R F A I L S T O F IL 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 VI 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 )

Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Columbus Circle, N.E.Washington, D.C. 20544

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Ment Ira De Financial Disclosure Report for 2010