~o to

Rev. 1/201o

]

FINANCIAL DISCLOSURE REPORT
FOR CALENDAR YEAR 2009
2. Court or Organization Disu’ict of South Carolina 5a. Report T?~e (cbec~ appropriate type) [] Nomination, [] Initial Date ~[-ff] An2~ual [] Final

aepo~t,~,ir~ by,h¢ ,z,t,i~
in Government Act of 1978

(5 u,s.c q,p, §y ~o¢-HO
3. Date of Report 05/10/2010 6. Reporting Period 01/01/2009 to 12/31/2009

1. Person Reporting (l~t name, first, middle initial) Hedong, Jr., Hem-y M. ~’. Title (Aaicle HI judges indicate active or senior status; magistrate judges indicate ~11- or pad-time) U.S. District Judge (Senior)

5b. [] Amended Report 7. Chamber~ or Office Address P.O. Box 10469 Greenville, SC 29603 8. On the basis of the information contained in this Report and any modifications pertaining thereto, It is, in my opinion, In compliance with applicable laws and regutations. Reviewing Officer Date

IMPORTANT NOTES: Tl~e instructions accompanying this form must be followe,! Complete all parts,
checMng the NONE box for each part where you have no reportable information. Sign on last page.

[~]

NONE (No reportable positions.) POSITION NAME OF ORGANIZATION/ENTITY

1.

II. AGREEMENTS. (Reporting indivldual onl),; see pp. 14-16 of fding instruction$.)
NONE (No reportable agreements.) DATE
t,

PARTIES AND TERMS

Herlong Jr., Henry M.

FINANCIAL DISCLOSURE REPORT Page 2 of 7

~me of Person Reporting Herlong, Jr., llenry M.

[

Da~¢ of R.©por, 05/I 012010

]

III. NON-INVESTMENT INCOME. (Reporting individual and spouse: see rP. 17-24 of filing instructions.)
A. Flier’s Non-lnveslment Income NONE (No reportable non-investment income.) DATE
I. 2. 3.
4.

SOURCE AND TYPE

INGQME
(yours, not spouse’s)

B. Spouse’s Non-lnvestment Income - lf ~,ou were married during anyportlon of the rtporting$ear, complete this section.
(Dollar amount not required except.for honoraria3

[~

NONE (No reportable non-investment income.) DATE ~QURCE AND TYpE

1. 2.

4.

IV. REIMBURSEMENTS - transportation, lodging, food, cnterlai ....
(Included those to spouse and dependent cl~ildren; ~ee pp, 25-27 of filing ir~tructions.)

t

NONE (No reportable reimbursements.) SOURCE
1. 2, 3. 4. 5.

DATES

LOCATION

PURPOSE

ITEMS PAID OR PI~OVIDED

FINANCIAL DISCLOSURE REPORT Page 3 of 7

Herlong, Jr., llenry hi.

05/I0~010

V. GIFTS. a.~.a~s ,~,o~ to ~o~o o.~ a~;~.a~.t ~hua~; s~ r~ ~-~ of.filing instructions.)
NONE (No reportable gifts.)

SOURCE
1.

DESCRIPTION

V__ALUE

2.
3. 4. 5.

VI. LIABILITIES. a.a~a~, tno~ o~o.~o ~.a a~a~,a~., ~aua,~.; ~ ~. s~-zs q,~u.g instructions.)
NONE (No reportable liabilities.) CREDITOR
I. 2. 3. 4. 5.

DESCRIPTION

V~ALUE CODE

FINANCIAL DISCLOSURE REPORT Page 4 of 7

r~am~ of Person Reporting
llerlong, Jr., Henry M.

Date of Report

05/10/2010

VII. IN VESTMENTS and TRUSTS - ~ .... o, values t ...... ,ions ([n¢lude~ ,l .... oJ’sp ..... d dependent ddldren; seepp. 34-60 of filing instructions.)
NONE (No reportable income, c~sets, or transactions.) Description of Assets (including mzst ~.asets) Place "(X)" after each asset exempt from prior disclosure Income during ! reporting period Amount Type (e.g., Code 1 I div.,rent, (A-H) or int.) Gross value at end of reporting period Value Code2 (J-P) Value Method Code 3 (Q-W) T T T T T T T T T T T T T T U T W Type (e.g., buy, sell, redemption) Transactions during reporling peri~l

Valu~ II Date mm/dddyy Code2 (J-P) i I

Gain Code 1 (A-H) I

identity of btryer/seller (if private transaction)

1. 2. 3. 4. 5. 6. 7. 8. 9. i0. ! 1. 12. 13. 14. 15. 16. 17.

Fidelity Magellan Fund Twentieth Century-Growth Twentieth Century-Ultra Fidelity Asset-Mngr. Growth Wachovia checking Wachovia 1/2 int. (timber acct.) Fidelity Eq.-Inc. II Fund First Citizens (savings & checking) Berger One Hundred Fund Invesco Ind. IncomeFund Founders Growth Fund Harbor Cap. Apprec. Fund Vanguard Int. Eq. Fnd Schwab Value Adv. American Services Schwab S&P 500 House-Greenwood County, SC

A B B B A A B A A A A A A A D A C

Dividend Dividend Dividend Dividend Interest Interest Dividend Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Rent

J K K K K I L J L K K K K K K K L

(~e ~lu~$ CI ~td O3) 3. V~ue Me~ ~d~

N =$2~.001 - $500,~0 P3 =$25.~0,001 - 550.000,0~ Q -Ap~isal

O =$500,001 - $ I,~,O~ R ~ost ~1 E~m Only)

PI =$1,000,~1 - ~5,0~,~ P4 =More ~ $50,000,~0

P2 ~5,0~,001 - $25,000,~

FINANCIAL DISCLOSURE REPORT Page 5 of 7
VII. INVESTMENTS and TRUSTS -i.

I Nameof Per~onReporting [ Herlong, Jr., llenry M,

Date of Report

05/10/2010

NONE (No reportable interne, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. [ Income during reporting period Amount(l) ] Code 1 t (A-H) (2) Type (©.g., fliv., rent, or int.) C, Gross value at end of repo~ng period (1) Value , Code 2 (J-P) [ (2) Value (I) Type (e.g., buy, sell, redemption) D, Tmnsactlons during reporting period (2) (3) [ {4) ~ Value Gain ] Date mm/ddYyy Code 2 Code I[ (J-P) { (A-H) I (5) Identity of buyer/seller (ifpcivate transaction)

t

I Method Code 3 (Q-W)

18.
19. 20. 21. 22. 23. 24. 25.

Am. Cent. Int. Fund
Schw~.b Int. Index Fund Schwab Small Cap Index Fund Third Ave. Value Fund Fideli~, Spartan 500 Index USAA Savings Acct. A-Services, Inc. Herlong-Bates, Inc. (formerly Herlong Fin., Inc.)

A
A A A A A

Dividend
Dividend Dividend Dividend Dividend Interest None None

K
K J K K M J J

T
T T T T T U U

1. Income Gain Codes; (See Columns BI 2. Value Codes (~ Col~t Cl ~d 3. Value Me~ C~ (See Colu~ ~)

A -$1,000 or less J

B =$1,001 - $2,500

C -$2,501 - $5,000

D ~$5,001 - $15,000

E =$15,001 - $50,000

Q -Ap~s~ U =B~k Value

R ~ost (R~ Es~ Only) V~

S =A~s~nl W -E*tima~d

T ~a~ M~

FINANCIAL DISCLOSURE REPORT
Page 6 of 7

N~tmeofl’er~on Reporting

Date of Report

Herlong, Jr., Henry M.

05/10/2010

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. a~,,ep,rto~’aepor~J

FINANCIAL DISCLOSURE REPORT I N~me orr~r, on R,po~ln~ Page 7 of 7 [[ Herlong, Jr., Ilenry M. IX. CERTIFICATION.

O~t~ o~ ~e,o~
05/10/2010

1 certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete ~o the best of my i~owledge and belief, and that any information not reported was withheld because it met applicable statutory provisian~ permitting non-disclosure. I further certify that earned income from outside employment and honoraria 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.

NOTE: ANY INDIVIDUAL WItO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRI~INAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Cornmittee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544

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