Truman M Hobbs Financial Disclosure Report for 2009

8/3/2019 Truman M Hobbs Financial Disclosure Report for 2009

1/27

FINANCIAL DISCLOSURE REPORT Rem,*in Government RequFOR CA LENDA R YEA R :~ttg 2 0 0 9 ( 5 U S .C a p p . ~ t . 0 m z #

4. Title t Article ill judges indicate active or ~m mr status: 5a. Report Type |check appropriate ~pe~ 6. RedOing Periodmgls~te judges Indicate lhl l- or part-one) J an 1, 2 0 0 9USD$ (Senior Status) ~ x o ~ , ~ , , o ~ . ~ t ,Dec 31, 2009~b. ~ Amended Re~.

7. Cham~rs or t)ffiee Address 8. On the basis of the informatloo ~ntained in th~ Report and anymodificatio,s pertaining t~ereto, it t~ tn my opinion, in comptiznceU S Courthouse ~ith applicablela~s and r~ulatio,s,1 Church St., Suite D-300Montgomery, AL 36104 Re~ lewin~ Officer DaleI M P O R TA .V T N O TE S : r i t e i .s t r .a i o n s a c c o mp a , o i n g t h i s f i ~ rm ,m,,~-, b e ~ f f lo w e d , C o mp le t e a l l p t * r t . ~,c h e ck i n g t h e N O N E b o x /, ,r e a c h p e r t w he r e y o u h a v e m ~ r e p o r t a b l e i n / # r ma t i o n . S i g n o n

N O N E ~.\o r < 7 m r m h l e p o s m o n s . :POSITION NAME OF O ]~OANIZ..VFION/ENTITY

Directo= and oicer o~ charitable oundation (Hobbsam co-trustee of Trusts 5 and 6. I have no financial interests


2/27

FINANCIAL DISCLOSURE REPORT1 ~ * " f e ~" ~ ~"~"g

~.,..,t~,.~Page 2 ~ HOBBS, Truman M. 5/14/10

I I I . N O N - I N V E S T M E N T I N C O M E . ( ~ ,~ ,, ~ indiwid~ a~s~.se: x,:z p~ 17.24 offillngi~u~,A. Filers Non-Investm ent Incom e~xx~ONE (No reportable non-investment income.)

~ SOURCE AND TYpE ~(you~. nat ~u~s)1.2.

4


3/27

INamef Person Repot l~,~ I)~te of ReportPagvFINANCIAL3 ~ DISCLOSURE REPORT I HOBBS, Truman M. 5/14/10~ N O N E (No reportable girls.)

SOURCE DESCRIPTIONI.2.3.4.

5.

[~ N O N E ( No rep or t ab le l i ~b i l i t & .s . J~ DESCRIPTION VALUE CQDE

4.5.


4/27

Paqe 4FINANCIAL DISCLOSURE REPORT ~ o~o~t~,o~, ] Date of Repot1HOBBS, Truman M. ~ i 5 / 1 4 / 1 0% q l . ~ I N V E S T M E N T S a n d T R U S T S - i - c o m e , v a l u e , t r a n s a c t i o n s N . c l u d e ~ t ~ . ~ e . /

s p o u s e a n d d e p e n d e n t c h i ld r e n . S e e p p . 3 4- 60 o f I n s t r u c t io n s . )A B . C ..Descn:ption of ~ Incon~ Gross valn~ D.Tnmsa~o~s dining

(A-~ into (J-P) (~ ~tion) I ~y [ 0"P) (ifpavate~on)NONE ~o ~ble income, : iM Lynch C~ MF (changed in July 20;09 to~

A1 St Pub Sch & Coil B " K . T , P a r t R ed K} 5 Ala Drkg Wtr Fin D " M T~ 6 Ala Wtr Pln Ctr D " M "7 Un Ala Un Rev Gen D " M " ~8 Mtgy Cty AL B " L " ~ ~ ,.9 Mobile Cty AL C " K % ~~0 Enterprise AL Wts D " M "~ Ala Bldg Renovation B " K " ~~2 Daphne AL Wts & Imp C " L " ~

~ 1 3Foley ~a Pub FACS COOPNone

K " ~Bought I0~13 K,1 4 Smiths AL Wts Wa None K " B o u g h t ~ 1 2 / . ~ 9 K5 CO~ON STOCKS6 Koninkl Phil E . C Div M T ~]~7 Wells Fargo & Co (New) ,

v~


5/27

Page 5JNtmef Penes f~l~rt~ug Dxte of Re~. DISCLOS PORT x 1 HOBBS, Truman M. 5/14/10

N O N E [No re~able income, assets, or transactions.)A. B. C, D.

~ptlo. Of AS~ Income dunng Gross value at end of T~cao~ ~ng ~mng ~nod(including ~t as~u) ~onmg period r~ntng ~nod

II) (21 tll (2) 11) (2) (3)P~c "(X)" a~cr each ~t Amount T~c I c.g. Va~u: Value T~c (e.g., Da~ Vat~ Gain Id~ttW

~pz f~m prmr d~closurc Code I dw., r~l. Code 2 Mm~d buy ~II. . Mo,~ - Co~ 2 C~ I bWcr/scllcr(A-H) or mt.I ~J-P! C~c 3 redcmptmnl Da y {J-P) (A-H) (ifprlvaw(Q-W } ~ctlon...............................................

86.NOTE: All other pages of lII. I~,vestzLents and Trusts (inc]udir.gPage 5)page n~mber and line n~mbec.88.CO~0N STOCKS- ,continled8 9 . CONOCO PHILLIPS C Div N T90. Intermec N o a e K T9t, Baxter.,. Intl Inc A Div K T92. D UK E E N E RGY CO~O N C " M ......93 COLG PALM CO~ON A " K "~ 4 . B~RICK GOLD CO~ B " M "9 5 . IB E RKSH I R E H ATH D E L C L N c n e M T

COHEN & STEERS REIT B Div K ",,7~ COHEN & STEER S SELEC P? A Div J "

! S P E C TR A E N E R G Y B D iv L TK I N D E R M O R GA N E N E R G Y C P /S M "

~a~ WEYERHAEUSER CO B D i v L "to~. DIAGEO PLC Spsd ADR A D i v K "I o2.


6/27

Pa@e 6F A MCL A L D ISCLOSUR E R E PORT~~~ HOBBS, Truman M. 5 / 1 . 4 / 1 . 0

N O N E ( N o r e p o r t a b l e i n c o m e o ~ z ~ $ e t s . o r t r a n s a c l i o n 3 . )A . B. C. D .

D ~ r , c m p t i o , o ~ A s s c L s Income dur ing Gross value at end of Transacl=ons dur ing rc~o, lng per iod(~ncluding tms~ asscts~ rcponmg pcr,oa :cpomn~ p~~od(I) (3) It) (2) -(~) (2) (3) (4)

Place "fX)" aficr each a~c[ Am ou nt Type =e.g.. V a lue V a lue T.~c Ic.g., ~ D a t = Val- G a i n ldcnu.","cxcmp~ Irom prior dssc|osure Code t div., rcnL Code ~ Me|hod buy. sell. I M o m h - C ode 2 CO de I buycrscl lcr( A -H ) er Int.I ~ 3 - P ) C od e3 redem ption) D ay (J-P) ( A -H )

(Q -W) transacuon

86 .MUTUAL FUNDS8 7 . BLACKROCK INTER MFA 1 .... ~ T /~ ~

BLACKROCK MUNIENH E " N "89. BLA~KROCK NUNIVES~ D " N "9 0 . DWS GOLD & PREC MTLCL C ~ _ Tn~ ~9 1 .

MHNTCTPAL BONDS9 2 ,

Ale Hs Fin SF B Int , K T Part ca[.~/~ ~ ,Huntsvi Mdsn Cty AL B " K T

~~. Mtgy A1 BMC Spl B " K " Part Red(.~emed5 / _ 5 E95. M o b i l e A L I D B P l t n B " K "9 6 . Autauga Cty AL BED B " Redeemed 4/11 K A

Homewood AL Ed Sa C " L T~ Autauga Cty AL Pub C " Redeemed !6/1, L~ Auburn AL Wts C " Redeemed 10/2: K A~,). Cullman "hty AL Wtr D " L- TlOl. Madison Cty.:AL B/Ed D " L "1 0 2 . T r o y A L W t s C " L T


7/27

P a ~ e 7F A N C I A L D ISCLOSUR E R E PORT [ Na., o,,,----~ 1 HOBBS, Trum5/14/10

E~ (No re~rtable income, assets, or tra,saclions.2ONEA. B. C. D.

~ption of As~ ~ n~me ~unng Gro~ value at ~d of T~o~ during ~g ~n~[ ~iudin~ t~t assctst rc~mg ~rto~ reporting ~odit) .... t2 ) ,it (2) (t) (2) (3) f4) 1~) ""Place " ( X ) " a l /e r e ach ~ t Am ou nt T~c t g ., Valtte Value T~ te.g., Da m vaMe Gain Id~tt~ or"

~t Ikom prior Otsci~urc C~c I dtv. . ~nc Code 2 Me~d buy . ~11. Month -(A-H~ o r t m a * J - P % C o de 3 rcd~ptton~ Da y (J-P] (A-H) ( i f pnvam

86 .MUNICIPAL ~pNDS - con~:inu,,.dFlorence A1 W~s B Int K T

F ol ey A L Pub F a c s N~me K T Bought i0/i~ KSmiths A L W t s W A N ( ) n e L T Bought 12/9 L

~0. Jacksonvi AL St Unia~ C I nt L T Bought 5/28 L9t. M U TU A L F U N D S9 2 . MFS Ala Mun Bd A D Div M T~3 , Putnam Fd G & I A D/C( L T~. C L O SE D E N D F U N D S

Templeton Dragon D D/C~ M TTriContinenta]. A D i v M T ~art Sol~ 12/2 L

9 7 . COMMON STOCKS" ~ , , , A i r P r o d u c t s , , D D i v N T~0. Wyet h (e xc hngd for 10/15 N

Pfizer) D " N T EXCHAN,;ED HIt (~ ) . M U N I C I P A L B ON D S

J e f f e r s o n C t y A L C I nt L TV e s t a v i a H i ll s A L B " K "


8/27

* " Paqe 8FINA NCIALDISCLOSUREREPORTPa~9~k]K HOBBS, Truman M. 5/I~/i0

V I I . I N V E S T M E N T S a n d T R U S T S - +...~, ~.., ,~....~,.~..+,.,~ ~+ ,,.,+ o/+p..- +-~.~-,,~-,, ~.,,+-+ ++-,~"-1 N O N E ( N o r e p o r t a b l e i n c o m e , a s s e t s , o r t r a n s a c t i o n s . )

A . B. c. D.Description of Assets Incom c ~iurmg G ~oss value at end of Tran~acllons du.ng rcporY.mg period(i.~l~lug ~t as~-~) r ~ o n m g p o n o d reporting pcrmd~ l l - - ~ . 4 ) " ~ I ~ ( ~ ) -il)

I ( 2 ) 1 3 ) ( 4 )Place "iX)" a[Icr each asset Amount Type Ic.g., Value Value Ty~ |c.g,. D a,,, Value Gain

~en~t from !~or 4is:lusm~ Code I d*v., rcnL Cc~k: 2 Method buy. ~ll. Mm~th - CO~ 2 Code I b .uyersc|ic~( A - H ) o r mt . ! z J - P ~ C 0 d 3 rcdcmpuon},~ Da y

(J-P) ( A -H I I~fprlva:~"( Q - W ) ! r a n s a c t m n ~

86. MUNICIPAL BONDSt l 7 . Oxford AL Rec Wts C Int L T~~Itllz . Huntsvi AL CapTmn~- C " L "8 9 . Auburn AL Univ Rev C " L "t)0 Talladega Cty AL BE ) C " L "

Mtgy AL Tax Inc Wts B " L "Decatur AL B/ED B " K "

~3 Fairhope AL Util Wtl~ C " L "~ Ala St BED Sou Cmntr C " L "~5. x M Northwest Ala Ga~ C " L

Baldwin Cty AL B/Ed D " L "Warrior RI Ala Wtr C " L "

~ Phenix Ci AL G/O C " L " ~ Courtland AL ~DB C , " L "!~0,~ C " Redeeme~ 8/- K! Blount Cty AL Wtr A]~ty~a,l.Shelby Cty AL B/ED B " K Ti I~:.pelika AL wtr Wks c " K "


9/27

P a q e 9 ...... FIN~CIAL DISCLOSURE REPORTX~e~Jd~ HOBBS, Truman M. 5/14/I 0

S ENTS and TRUSTS- . 0 ....N O N E [No re~rtable income. ~$els. or transacliO~./

A. B. C. D.~np~mn ofAs~ Income ourmg Gross value(incl~mg l~t as~ts) reporting pcnoo rc~rt*n~ p~od( I ) . . . . i2 ) , I ~ ) ( I ) ( 2 ) 1 3 ) { 4 ) ( 5 )P~ "gX}" aR~ each as~t Amount T } ~ c t c . g .. Value Value T~{,g. D a t e Value Gain l d ~ t ~ W o 1 "cx~t from ~=or di~lo~rc C~c I d = v . r e i n . C o d e 2 Meted b~. sell. M~th - Code 2 Code I buycrisetlcr(A-H) o r m : . ~ ~ J - P ~ Co~3 r e d e m p t i o n ) D a y ( J - P ) (A-H) ( i f p r i v a t e

86 . MUNICIP~ BONDS - ct 5ROB E RTS D A L E ~L A T B " K T

88. Mountain Brook AL B/Ed

Nob~e A~ Pub Edl C "90. Foley AL Util brd B " K "9 1 . Decatur AL Cap Impt C " L "9! Marshall Cty A1 Hit B " K "93 Prattville AL Econ B " K "

Elmore Cty AL Pub Ed B " K "9 5 . Un South AL Univ C " L "~ 6 . Albertville AL G/O B " K ",n Opp A1 Wts C " L "

Hamilton AL Pub Bldc B " K "Mtgy A1 Sch Wts B " K "

l~m. C~arke & Mobile Cty~~la Gas Dist B " K "

1 0 1 . Southeast AL Gas Dis C " L "~ o 2 . ......Huntsville AL PBA C " L "

~ Vai~ ~ ~ OA~ R ~oU lg=al ks~ Od~ ~ S ~A~t T ~a~


10/27

Dale of ReportFINAnCiAL DISCLOSURE REPORTp,~Z~,~ I HOBBS, Tr~an M.

15/1~/!0

NO~ (No re~rtable income, assets, or transactiom.)A. B. C.

~on of As~ Income Ounng Gross va lue a t end of T~ mg ~ng(i~l~dlng t~t as~ts) red.tug pen~ rc~mg p~od!ll ~2~ ~ ! ~ ~2) (I) ( 2 ) ( 3 ) ( 4 )

~ l~om pn~ di~losure Code I d r y . . r e n t . C~e 2 M c I h M b u y . ~ 1 1 . Mon~ - C~ 2 C~ I buyertsellcrA-H) or mt I ~J-PI Code 3 ~dcmp.on) ~y (J-P) (A-H) (ffpnv~tc~ Q - W ) t~ctton

86 . HUNICZPA~ BONDS -Tuscaloosa AI" ~s B In~ K T

88 . Phenx C A~ Sob H~s B " K "8~, Oxford AI Wts B " K "~90. AL A & M Univ B " K "

9 1 . Ala Pub Hsg Auth B " K "~ 2 . ~e30 LAla St Pub Sch D " M " H ought M . ,9 3 . Ala SCFFA Mobile Rev B " K "

Un A1 Gen Ray B " L "Uhil9 5 . Bessemer A1 Gft ~X~ C " L "%Leeds AL Pub Ed B1 B " L "n-Bha~ AL Spl Care Facs C " M " Bought ~ M~,A~burn AL Rfdg Wts Seb No.ae L " fought 9/18~9Hoover A1 B/Ed None K " Bought 2[ 12/ Kl~Madison Cty B/Ed B Int L " Bought ~ / 1 2 L,01~bile A1 Wtr & Sewer B " L " Bought ~ / 2 4 L1 0 2 .Northeast A1 Wtr Swr Non~- L " l l o u g h t 1)/22 L


11/27

Page 11 FINANUIA, L DISCLOSURE RE PORT~~ HOBBS, Truman M. ~5/14/10VII. I~S~E~S and ~USTS

N O N E (No re~rtable income. ~sets. or transaction4A. B. C. D.

~ptlon of A~ l~ome during Gross vat~l l~ l~dmg trust as~ts) ~mg p~ re~mg111 t21 ~I~ 121 11) (21 (31 (41 !51

Pt~C "IX)" aft~ each ~t Ammml T~c~ t~m pri~ disc~ C~I dry.. renL C~ 2 Mc~d buy, ~11, ] M~- Code 2 C~ I b~er2seller(A-HI or mt.I ~J-P) C~ 3 ~cmml~l ~ Day (J-P) (A-H) (if povatc

................................

s oc sAT&T D Div L TBP PLC D " M

sg, BR "MY SQUIBB E ~ " O "m CAMPBELL SOUP C " M "9 1 Chevron Texaco; nowI CO C A CO L~ E " O "

EASTMAN CHEM B t~4EXXON MOBIL D " N "~5, BAIqC0 BILBAO VIZCAYA D " N " Part sold 3/4 L F

GEI~Et~L ELECTRIC C " M "H A R T F OR D F I N S E R A " K "

ITT I N D B " Li9~ I B M C " N "+ I < " J O H N S O N & J O H N S O N E " O

r i A Z , S T V A C O " M .....PPG C " L


12/27

PageFINANCIAL DISCLOSURE REPORT I ~" ot ~ ,r,~, e.~,~o~ ~-,-B~29Y~X I i HOBBS, Truman M.$ 1 1 . 1 1 o

N O N E (NO reportable income, asses, or tra~aclions.)A. B. C. D,

~ion of A~ income ~unng Gross va lue a t end of T~n~~o~ ~fing ~mng ~d(including t~st assets I reining ~rtod reporting p e r i o d

( I ) " " " 12) * l ) ( 2 ) ~I) (2) 13) f4)exit ~m prior d~tosure Code i div.. rent. Code 2 Mclh~ b~. sell, Month - C~ 2 Code I{A-H) or mt.~ * I - P ~ Cod ~ tcdcm ~ton} Da y (J-P) (A-H) (if private

(O-W~ t~n~ctton

S6"CO~ON STOCKS - conti~ueds7. ~YTHEON CO NEW A Div J T~-ROC~E HLDG LTD D " N "

~ ST. JUDE MEDICAL N(me M N "D " M "SCANA

9~. SUN TRUST BANK A " M "~2. SYNOVUS FIN A " J "

B L~3. TOTAL SYSTEMS SVCS

T R I N I T Y I N D B " L "~ ~ 5 . B o u g h t M o r ~ .......pfizer D " N " 10/i~5 M

WILLIES COS IND B M97 .

C ITT~OI I P N ~ , n e J "~ CO~ERGYS CORP N , , n e K "

Part SoLd 4/9 KCOL PTYS ~R B Div K T 3ought n.ore .... /6 Va~.ue

[ZI~E R H L DGS I N C N ~ ) n e M TBE CTO N D I CK I NSO N B D i v L T

~ 02.A S T ~ Z E N E C A P L C B " K "


13/27

Pane ]FInAnCIAL DISCLOSURE REPORT~ HOBBS, Truman M. 5/1.4/10

N O N E (No reportable income, assets, or transactmnsjA. B, C. D .

Descrtptton of Assets Income ~3umng Gross v~lue at end of Tran~act~or~ during reporting pcnod(i.nc|tMing trust a~ts) reporting penoa reporting period

( I ) ( 2 } ~ l l ~ 2 ) ( l ) ( 2 ) ~ 3 ) 1 4 ) " | 5 1P l ~ * : " ( X ) " a f t e r e a c h a s s e t Amounl T : , T , c I c g . Value Value T y p e [ e . g . . D a ~ V a h l Gain ldent.v

xl:ml~ l%om prior dtselosure Code 1 d,v.. rent. Code 2 M ethod buy. sell. Month - Code 2 Code t bttycrtsclicriA-HI t~r mtl tj.p| Code3 rcdemption ) Da y (J-P) (A-H) lif privateI Q -W I t r a n s a c t m n

86. COMMON STOCKS - continued8 7 .

[nosaic co A Div M T58. ENERGEN CORP A Div L T Bought 3/31 L89.BANK ACCOUNT9 0 .

Compass Bank C Int K TCOMMON STOCKS

9 2 . S M U C K E R J M C O N E W A D i v K T~ 3 . . , Bought 4/8 LPROCTER & GAMBLE C N More ~/13 Kq4 BHP BILLITON C " M ~~5. CAMECO CORP A " K "9 6 . CANADIAN NAT RES A " L ""~ CHEASAPEAKE ENERGY A " Sold 12/2 K

A " L . . . . T e~.changed 9/2"~" L 9 . . . .~ 9 . R E A ] L E S T A T E~(~uni~pro land in~,, ~r. -D~ha~a! ~n ~959, 1976,.. ;wap.p @d othe] la, td i]~ 1998~~-for total interest of 33% - pu: chas~ pri;es less thai P/S N , } PAR? SOLD ]2/30 P1 Hi02. CG di~t


14/27

~]~[~g HOBBS, Tr~an M.

N O N E (No re~rtable income, ~sets. or transactions.)~;cnption of A~ Income dunng G~ value at end of Tmn~u~ during ~nmg[i~t~ng ~t as~ts) ~ntng p~ rc~mng ~(I) -- t~) ~) (2 ) O) (2) (3)

cx~pt tiom prior ~l~um Co~ I dry . . r~L C~ 2 Mcth~ b uy . ~ l l, M~th - C M c 2 Code( A - H ) o r m ~ . ~ ~ J - P ~ C o d c 3 r c d c m p z m n ~ D a y ( J - P ) ( A - H )

~, R E A L E ST AT~ - continuedWaugh Farm ~ropertysT. Waugh AL (Mtgy Cty, ~L)purchased in ~978 for~, less t~an ~zuu,uuu;45 percent interest A P/S L RCO.O N STOCKS

J9 Time Warner A D iv J T P~0~])~92; 12/3NNRCN A " K "

!~4 SO~HNRN C~ C " ~ Bou~hL 5/5W A L G R E E N C O B " L "IRA # 1 C I/D N T

"~ - Merrill Lynch ~ank USA ~SP M] - J~[n thru ~une 200~ ;

- C ohen & S t e er s R E I ~ & P F ~ I n c F D - t r ans f e rr e d t o~0~ other accou:~t o Trum~n M. HODD ~-- C ohen & Stee rs Sel~ct U t~ 1 Fu]~d~ - Progress Energ[.. - 3 MCo

- Thornbu~g Intl Value FDC


15/27

FINANCIALDISCLOSUREREPORT ~..e..m~.~~~ HOBBS, Truman M. 5/14710

~ ( N o r e p o r t a b le assets, or tra~acnonsJO~ income.A . B. c. O .

~ptiOn o1" A~ income out ing Gross va[~c a~ end of T~i~ ~ng ~.lng(inci~ing~st as~) r c ~ n m g p c n o o ~l~ng ~od~11 , 2 ~ ~I~ 12 ) " ~ 1 1 (2) ( 3 ) (41

P~ "(X)" afl~ each as~t Amou n~ T~c ~.~.. V a l u ~ . Value T~ (~.~, D =e Val~ G a i n [d~tt~ ~ prior di~losurc C o de I d~v, :cm. C ode 2 M~ buy. sell, M o n ~ - C~ 2 C~I(A-H) ~r mt l ~ J - P ~ Cod e ]

r~cmptton) .__Da y (J-P) ( A - H ) ~,f pr ivate

86 . MUNICIPAL BONDSsT, UN NORTH ALA REV C Int L Ts~ ALA ST SER A 5% C " L "~. CHEROKEE ~TY ALA WTR~ B " ~ "90,J E F F E R S O N C T Y A L A S W ~ B " L "[ cSTL (not 31st - typo) .... ~nt K "9 2 . DECATUR ALA WTS A " K~ 3 . H O O V E R A L R F D G B " L "~4. H~TSVILLE ALA NAT GAS B " L "

ALA MHFA SPTX B " K "9~. FOLEY ~A PUB FACS N > n e K " ~ought ]0/13 K": SMITHS AL WTSWA N ~ > n e L " Bought 12/9 L~-JACKSO~I AL ST UNIV C Int L " ~ought 5/28 L~. CO~ON STOCKSRepublic Svs Inc C Div M T

IMS Health A " K "~O~R H DONNELLEY CORP N ~ ~ n e J Tm2DUN & B~DSTR CN A Div L "


16/27

P A G E ] 6I~I~I.~CIALp~~]~ DISCLOSURE ~PORT] HOBBS, Tr~an M.{5/14/1.0

~ NONE (No income, assets, or transaction.]e~rtableA. B. C. D.

~pt~n of As~ts I n come du r in g Grost value at ~O of T~fio~ ~ng ~ng

~ t ) ~ 2 ) ~ t ~ ~ 2 ) it) ~ (2) (3) {4) * 5 )Pi~ "(X)" after ~ch ~[ Amou n t T~c t c.g,. % ~ u c Value T~ (g..

~ ~w

Val~ ~in [denti lS olrx~pt ~m prior diEi~urc C~c I dtv . . r e n t . C~ 2 Mcth~ buy. ~11 . Mon~ - C~ 2 Code 1 buyer ,scaletA-}{) or mt.I IJ.PI Co d c 3 m d c m ~ m n ) ~y (J-P) (A-H)

{ ~ W ) transaction t

~6. CO~ON STOCKS - continuedm n n n ~ A CO~D A Div L TS 7 ,GARTNE R G ROUP [ N ~ , h e J " _.E L I L I L L Y C Div L TSCH L UMB E RG E R LT D C " N T

~0. T~NSOCEAN LTD Zug ~ N ( ) n e L T :I~ Ne~ont Mining ~ A D i v L "~. Plum Creek Tmbr C CG ~ . i s tL T~3. BANK DEPOSIT PROGRAM WITH B~OKE {AGE:(see Jud Conf Itr of 10/5/2005 ~nd mz ]et:er toA( of ~/7/ .007

~b~nk .NA A ~ Int M T9 5 . - Ci t!.corp Trust Bk A " M "9 6 , - C i t i b a n k N A

L I M I T E D P A R T N E R S H I P S~) Onwestsia Fund Ltd G Disl P1 TtoO.Ioka Fund Ltd G " "to~Ala FundL~d PS G " PZ T .....1 0 2 .


17/27

P a g e 1 7FINANCIAL DISCLOSURE R EPORT [ N,,-, 0~,~o, ~n~~ I HOBBS, Truman M.

5 / 1 4 . / I C

~ NONE (No re.noble income, ~$etS. ora. B. c, D.~ n p . o n o ~ A s ~ I n co m ~ d u n n g G r o s s v a m e a ~ n a o { T~o~ dunng ~mng ~d

.nciud,n~ ~t as~st rc~nmg ~ r~mgpcnod( I ) .... (2) I ~ ) ( 2 ) "~I) . ( 2 ) { 3 ) 4) ( 5 )

P l a c e " I X ) " a f t ~ ~ h ~ s e t Am~um T ~ I t . g , , V a l u e V a l u e T ~ u t . g . , D a ~ V ~ u e G a i n [ d ~ n ~ o f~x~m t~m pn o ~ d i~ lo ~ C ~c 1 d W . , r c n L C o d e 2 Mct~ b u y , s e l l. M ~ t h - C~2 C~1 b~iwIIcr(A-H~ or mt, l U - P } C~c 3 rcd~p.on t Day U-Pi {A-H) (if pnwtc

~Q.W t ~ct~on ~

~. CO~ON STOCKS

NM CO A " SOLD .2/3 JMed co Hea lth So N c , n e K T

~ Freeport McMoran CPR A Div L T~ , 0 ~ W W G r a in g er B Div L T~.Geron Corp N< ne K T

P i o n e e r N a t R e s A Div L T ~ } S e n o m y x In c N~,ne J T Part SoJ.d 4/) J

and D41 F =$50.f~01 - $100.ODll G =$100.~X~-! - ~1.0,00.0~, l !! =S|,000,t~I - S!000.000 112 =Mine than


18/27

Paoe 1FINAN CIAL D ISCLOSURE RE PORT N , , , M p ~ , Report ing

[~X HOBBS, Truman. M. 5/1-4/]0

N O N E (No re~rtable income, assets, or tra~actions.IA. B, C. D.

~pt~n of As~ l ncom~ ~urm g Gro~s vatu~ at end of T~ ~ ~ng(*~lng t~t assc~) r~onmg p~o~ r~mng

1 1 ) tll ,1~ 1 2 ) (I) [ (2) (3) 14)ex~ f~m prior at~losurc C~c I dry.. rein. Cod~ 2 Mc~ b~. sell. [ Mon~ - Co~ 2 C~ I~ -~A-It~ or mt ~ ~ J . P % Code 3 ~pllon)[ Day (J-P) (A-H) I~f pr,xmc

( Q - W ) ~ t~cxmn

8 6 . T R U S T N O . 5 G D/I P2 TMUNICIPAL BOND~

~ o . -Bauderdale Cry s P~a~B9 ~ , -Ala St Pub Sch & ~Col]92. -Jeff Cty AL Sch ~ ts~3 . --Nt~y Ala BNC Spi Cr Redeeme~ 5/]5 K94 . -NL~g A1 BNC Spl (R Part Redeemed 5/15 K,~5. -Ala St Pub Sch & Clg R~deemed i/2~ K ~A~6, -Ala St Set A] ~7. i -Jeff Cry AL Swr ~!ev~ -Jeff Cty A1 SwrR~v~ -Auburn Un A1 R e ~I{~O.-Morg~~ Cty AL B/Ed "

-Bham A1 Cap Impt-Ala MHFA Spyx


19/27

Page 19FIlqANCIAL DISCLOSURE REPORT N~meofrer~.Repo~ ~afa,~.~~ HOBBS, Truman M. 5/14/10

N O N E (No reportable income, assets, or tr~sactions.yg . B. c. D ,

~s~tion of As~ income ~unng G ross value at end of T~s~uo~ ~ng ~g ~( inc ludin~ t~t assets) r~nmg ~nod repomng ~

Pl~e "(X)" alicr each asset Am~nt T ? ~ e I c . g .. Value Value T~ le.g., ~ Value Gain l~ntlw of~pt t~om prior ai~loxure Code I die.. r~ Code 2 Met~ b u y . ~ 1 1 . M o m h - C~ 2 C o d e 1 b~ertscller~A-HI or mt.I ~J-Pi C~3 redcm~mnl Da y IJ-P~ fA-H) (if private~Q-W~ ~sacttonl

86 ,

87. -Un Ala G~n Rev-Nrthwest A] GSD~ A1

89. -Ala St Brd Ed Ray~0. -Limsstone Cty AL B/Ed9 1 . -Ala Bldg Renovation92, -Mtgy Cnty A] Pub

~ 3 , -Bham AL WWKS - ~wr~. -Phenix""City- AL ~ ts

95. -Harvst Monrovia ~tr96. -Mobile Ala Pub dl Ildg

-Ala A & M-Ala sCFFA Mobile-Foley AL Pub FACS ttought t0/!2 K

~ -Enterprise AL Sch Wts Bought 4/8 K~ll. -Smiths AL WTSWA Bought 12/0! J,o2. -Andalusia AL .Wt~ Bough~ 9/4 L-Jacksonville AL St [niv B o u g h ~ 5 / 2 : ~ L


20/27

FINk CIA L DISCLOSURE R EPORT N . m o , F m [~X HOBBS, Truman M. ~VII. ~S~ENTS and ~ USTS-,,,,. ~.~. ~ a~ ~ ~f ,~-- ~ ~,~ ~ ~ ~ u~

NONE (No re~rtable income. ~sets, or tra~ctions.)A. B. c. . D.

~Smption 0t As~ In~ aunng G r o s s value at end of Tmn~cu~ ~g ~mngtm i ~ tng t~ i t ass ~) r~mg ~n~ ~ntng

P l ~ c " ~ X ) " a l ~ e a c h ~ t Am~.l T ~ I c . g . . V a l u e V a l u e T ~ l e . g . , D a ~ V a l s e G a i ne x e m p t t ~ 0 m p n 0 r d t s c l ~ u r e C~ I d t v . , ~ n L C ~ e 2 M e t h ~ b u y . ~ I . M o n t h - C o ~ 2 C ~ e I ~isellcr

( A - H } or mt.l ,J-P~ C~ 3 r ~ c m D t t o n l D a y (J-P) ( A - H ) ( i f ~ v a ~ c~ O - w ) ~tionl

86.T R U S T N O . 5 - c o n t i n u ~ d : .

Mtrs Acce ,ten~ 9 CO~0N STOCKS :~ -AT&T9t- -Wyeth - e~change~ fo:" x chang~ i0/.6 ~ G

P f i z e r92 -BP PLC

-Progress Energy-Chevron Texaco l~ow ~hevrol )

.,,-Halliburton-EDS Corp New(acquired by Hewl ~tt-~?ackar~ inSept 2009 ; k ~own as HP Ente:p r~s~)

Pact sold 5/28.1~, M G-Wachovia Corp Ne~;(mer@ed .with We..is argo) ~;old 12/8 K

: -Flowers Foods~ -TriContinental C, ,rp Sold 12/i;~ L~ -Va~o~


21/27

F ~ I N . A N C I A L D I S C L O S U R E R E P O R T [ N~,0,~, ~~ HOBBS, Truman M . 5/1.4/10

~ re.noble income, assets, or tramacnonsJO N E~nptton ol As~ l n c 0m ~ ~ u n n ~ Gros s va lu e a~ ~d o f T~o~ du~ng ~ng

(1) -- ~2) ~ 1 ) ,2 t (1 1 (2) ~3)Pl~e ~ X )" s l i e r ca cn a s~ t A m o u n t T~e tc,g., Value % a i u ~ T~ te.g.. Da~ Value ~in [d~l~ or"ex~pt tram ~nor o~sciosurc C~c I d l v . , r c n L C o ~ 2 M~h~ buy. ~l t . M~ - C~ 2 Co~ I b~t~llcr(A-H~ o r m r . = ~-pt Co d c 3 m d ~ p t = o n l D ay (J-P) (A-HI ( if pnvam

TRUST N0. 5 - continue~Co.on Stocka - cont~mted

-IBM

- 3M C o-Exce l (Xcel) E ner,~y-Illinois Tool Wks

-Procter & Gamble- R oy al Du t ch

- E l ~ ~or~v S o l d 1 2 8 K.Southern CQ .........-Synovus F i n-Total Sys Svs

~ m , . - C i t i g r o u p Sold ].2/18 Jm l = -St Paul Travelers (no~ know]~ as ~rave~ ere)

: m ~ . -Colonial Pptys T ~BIA~ Sold 12/1~


22/27

N O N E [No re~n able income. ~set~. or tr~actions.)A. B. c . D .

~puon o~ As~ ]~omc ~ng Gross va~u~ a~ ond of T~o~I ~ l~mg t~st assets ~ rc~nmg ~noO :~onmg ~od

~ I ~ ~ 2 ~ ,~) ,2) (D ~ ( 2 ) ( 3 )P~e "(X)" al~~ each as~t Amount T?~ ~.~.. Val~ Value T~ ~e.g~ ~, ~ Va~e Gain ld~t~ o1"

ex~pt f rom pr ior d~sciosurc C o dc I ~tv., r~nL C ~ 2 Mct~ bW. ~ll. ~ M~ - Co~ 2 C o ~ 1 b~sciicr(A-HI o r m ~ . ~ ~.p~ C o dc3 ~p.~l ~ Day (J-P} ( A -H ) { i f pnv=~c

~6TRUST NO. 5 - continue~; C0~ON ;TOCK~ - c,~ntinued~7. -Barrick GQId Corp

-Cghen..& Steers Select ~til F~ sold 12/i~ J-Johnson & Johnso~ bought m,~re i~/22

~ x ~ -Cohen & Steers R~IT and Pfd Inc ~d sold 12/I K

-Kinder Morgan Energ~ Partners-Lincoln Nt] Corp Ind NPV

~~ ..........-Reliant Energy ~nc (~known ~ow~ a~ RRI Energy ,,,,~a -Schlumberger Ltc sold _2/18 K,~5 -Buckeye Partner~ BuuHhL ~2/22 Kl ~ -~merson ~iectzlu ~cught

MUTtjAL ~r~ND.q,/CT,OSED ESD F[N~,~ .........-Templeton World Fd CL L ,,,

, ~Van Kampen ~er Cap ComaLc =k Cg ~old-Pionee~ Bond ~u~ d gou~h~ ~/4

~ CO~ON STOCK


23/27

FINA-NCIAL DISCLOSURE REPOR T I]]~~]~XIi Hobbs, Truman M. ] 5/14/10

VII. ~S~E~S and TRUSTS - +.=~ ~,... ~=~,~ ,~:~ ~-,..f~ .~ ~NO ~ (No m~.able income, assels, or tr~ac~mns.)

A. B. C D.~nptton ot As~ In.me o~nng Gro~s v~mc at cn~ or" T~U~

i t ) " " ~ 2 ) , i ~ 2 ) . . . . . ~ 1 ) (2) ~3)Pl~c "~ X)" al~ each as~t Amount T~c t c.g.. k a ~ o ~ .a~ue T~tc.g.. Da~ Value Gain Id~ ot"

cx~m tram ~nor msciosurc Code I d r y . . r c n L C o d e 2 Mcm~ buy. ~tl. Mon~- Code{A-H} or mt. t .J-Pt Coco 3 r~cmpuon I Da y (J-P~ *A-H~ (if pnva~O.Wt

TRUST NO. 6 G D/I P1 T~7 b er-M Lynch C~ MF lan ~ t h r u J f l y 2 . 0 9 ; ~hereaft

I-Ala St Pub Sch/Clg deemed 11/2 K A-Auburn Ala Sch ~ ts ,

-~la ~ud~c2al BI~-Mobile Cnty AL ~mpt-Hoover AI Brd Ed Cal

-Nad~son ~la ~s Bou~hL 4/1

.... Smiths N~ ~S~N Bought k2/9

.,- -Mobile AL Wtr-S~ r Bought g / 2t,0CORPO~TE BOND i" ~NM Gas Mtrs Accep ts,,2..~

;~~ ,~ ~,,,


24/27

PagP ? 4HOBBS, Truma n M. 1 5/].4./10

N O N E ( N o r e p o r t a b l e i n c o m e . ~ s s e t s . o rA. ~ B . C . . D.

D=s~rlptlon ~t Ass:ts Income ~urmg G~s~ ~a~ue at ~ of T~ ~g ~mgn n c ~ u d m g t ru s t ~ s s c ~ s ~ r~m~ p~o~ :coon,n~ p~

( ~ ) ~ 2 ) , 1 ~ ~ 2 ) H) (2) ( 3) (4)Piacc (X)" after e ach a~sc~ A m o u n { T:,~c ~c .~ . . Val~ c Valu~ T~to.g,. Da~ Value ~ 1~ of

cx~ from prt~r a~sclosu~ Code I :w. rcn~ Cod~ 2 ~ lc=h~ buy. ~iL Mon~ - C~e 2 C~ I ~~llcr(A-H~ ~r mt~ J - P * C o d c 3 ~m~tonl D ay (J-P~ (A-H) (if pn~

CO~O N STO CKS- Abbot t L ab s- C a r d i n a l H e a i t h " -B a xt er In tl- C o c a C o l a-General Mills-K ellog g C o i

- C ar em arkP f i z e r

-Altr ia ~-Kraft

- P h i f i p M o r r i s ~- E l P a s o C o r p-Suntrust Bank- E l a n C o rp P L C- Schl~ er g er L t d


25/27

FII~. AlSlCIAL DISCLOSURE REPORT ,~ . , a~ ,~ , -~~k HOBBS, Truman M. [5/14/10

NONE (No re~le income. ~SelS. or tra~actmns.}A. 8, C. D.

O~ or As~ In,me a~ag Gro~ vaiu at end of T~ ~gl ~l~mg t~t as~) report ing p~oO ~n~n~

( I ) - - ~ 2 ~ ~ , 2 ) (l) [ ( 2 ) ( 3 )Place "~X)" al~ ~h a~t Amount T~e ~g.. Value Value T~ It.g,, ~ D a m V8~ ~M I d ~ t* W o ~ ex~pt ~m p~or ozslo~ C~c I azv, ~,L C~2 Me~ b u y . ~ 1 1 . ~ M~ - C~ 2 C~ I b~/seltcr{ A - H ) o r m t .z ~ J - P I C~c3 ~ptz~) ~ Day ( J - P ) IA-H) (ff pnvatc* Q - W l ] t~ct Ion

86TRUS~ ~o.6 con~Lnu~d 2 CO~O~ STOCKS ~-87.~

- E ~ w a r d s L i f e S c ~ . e n c ~ : s ,,,-Intel Corp-Nortel Ntwks Co~;p Sold : 4 / 1 7 J

9 0 -Cisco Systems~ -Johnson & Johnston~z -Hospira Inc Sold 4/17 J B ~ -Cohen & Steers ]~EIT:Pfd Irc Fd.,u -Cohen & Steers ~EIT & Uti].itie~ Inc Fd.,~ -Becton & Dickin; ;on

-Du Pont E I DeNer~our:,-Eaton Vance Tax Man GLB-Duke Energy Cor]) Ne~-"~pectra Energy

-Amer Intl Group |"Banco B V iz Arg~o-Colonial Bank G~;"


26/27

~~ HOBBS, Truman M. 5/.14/10m

~ NONE ( N o r e p o r t a b le ~ n c o m e . tra~cl~ons.)~ton of As~ In.me dun~ O r o s s v a l u e a t c n ~ o f Tmm~m dmng{ tn~t~mg t~st as~t~ ~ m~tng p~od :~nm~

111 121 q l ~21 (I) 121ex~ ~m prior o tsclosur Code I ~tv., rcnu Code 2 Met~ buy. ~lL [ M~ - Co~ 2(A-H) or mr.) ~J.PI Codc~ r~cmptl~)

tDa y (J-P) (A-H) (Jfprt~tc

~0.WI t~tlon~

86 .TRUST NO. 6 - ctd; COM ION ;TUCKS - ctg7.

-Kinder Mbrgan Energy8 8 . -Nedco Hea!~h Sol

-Walgreen-3 M Company ....-Enterprise Prdts~ Pr n LP-Transocean Ltd B,~ught Mc~e 4/2~- W e l l s F a r g o & Cc N e ~ ..

94 -Monsanto Co New De Com Bought 4/i K-Buckeye Partners LP Bought 12/lk L

~MUTUAL FUNDS/CLOSED EgD FUNDS"~NOTE: The fol!owing ~ot ~reviouglyrepor~ed due to ~nadv~ency.

-~erican Capital ~ought 3/26/ 7 K-DWS Gold & Prec Met ~ought ]2/29, 05

~o0 -Templeton Growtt Bought ;/26/37K


27/27

Page 2 7Name of Person Reporting Date of ILeportI~IN AI NC IA L~p~~ DI SCLOSUR E RE PORT HOBBS, Truman M. 5/14/10

I X . C E R T I F I C A T I O N .I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) isaccurate, true, and com plete to the best of my know ledge and belief, and that any information not reported was withheld because it m et applicable statutory

provisions permitting non-disclosure.l further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are incompliance with the provisions of~; U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

NOTE: ANY INDIVIDUAL WHO KNOWING LY AND WILFULL~ FALSIFIES OR FAILS TO FILE Ti llS REPORT MAY BE SUBJECT TO CIVILAND CR IMINAL SANCT IONS (5 U.S.C. app. 104)

FILING INSTRUCTIONSMail signed o riginal and 3 additional copies to:

Comm ittee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2 -301One Columbus Circle, N.E.Washing ton, D.C. 20544

Documents

Truman M Hobbs Financial Disclosure Report for 2009