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,~o 10

Rev. J/2010

I
[

FINANCIAL DISCLOSURE REPORT


FOR CALENDAR YEAR 2009
2. Courl or Organization Supreme Court of the U.S. 5a. Report Type (check appropriate type) [] Nomination, [] Initial Date ~ ~ Annual [] Final

Repo,t Required by the Ethics


0 u.s.c, app. L tol-tH.;
3. Date of Report 05,14/2010 6. Reporting Period 01/01/2009 to 12.3 I ,2009 in Govermnent d ct of ] 978

I. Peraon Reporting (last name, first, middle initial) Robert% Jr., John G 4. Title 1Article Ill judges indic~tte active or senior sUttus; magistrate judges indicate full- or par/-time) Chief Justice

5b. [] Amended Report 7. Chan~ber$ or Office Addres~ One First Street, NE Washington, DC 20543 8. On the bax|s of the Information contained In thts Repot! and any modification!i p~rtainlng thereto, it is, in my opinion, in compliance ~ith applicable laws and regulations. Reviewing Officer D,le

1MPORTANT NOTES: The instructions accompanying this form must be followed Complete all part.~, checking the NONE box for each part where )ou have no reportable information. Sign on last page.

I. POSITIONS. t~,~or,Z,,g individual only; see pp. 913 of Jiling instructions.)


NONE (No reportable positions.) POSITION
I.

NAME OF ORGANIZATION!ENTITY

3.

~-~

NONE (No reportable agreements.) DATE PARTIES AND TERMS

~.c

. ~.-

Roberts Jr., John G.

FINANCIAL DISCLOSURE REPORT Page 2 c~f 10

N .... [P ......Reporting

Date of Report

Roberts, Jr., John G.

05/14,~010

111. NON-INVESTMENT INCOME. (R,porti.g in~ivla,,t,.d,p .... ; see pp. 17-24 offilirrg i ........
A. Filers Non-Investment Income
[---] NONE (No reportable non-investment income.)

ior~{.)

pATE
I. 3..t2-14/09

SOURCE AND TYPE


University of Idaho College of Lax,.,, Boise and Pullman, Idaho -teaching stipend

INCOME
(yours, not ~pouses) $11,500.00

2. 3.7!13-23/09 New England School of Law, Summer Program. Galway. Ireland -teaching stipend $15,000.00

4.

B. Spouses Non-Investment I ncom e - if you ~*,ere married during any portion of the reporting ),ear, complete Ikir section.
(Dot!at utnount not required e~cept for honoraria.)

~
l. 2009 2. 3. 4.

NONE

(No reportable non-investment income.)


SOURCE AND TyPE
Major, Lindsey & Africa, LLC -- Attorney Search Consultants -- Salary

IV. REIMBURSEMENTS --,,..spo.,o,;o., ~oexin~,yood, ~.,~.i .... ~


(Includes those ~o spouse and dependent children: ~e pp. 2.5-27 ~f!lb!g i~tructions.]

[~]

NONE (No reportable reimbursements.)

~
I. University of Arizona College of Law

DATES.
2/2-4109

LOCATION
Tucson, Arizona

PURPOSE
Visited University st~dents and high school government class; reel with Federal judges; delivered the third William H. Rehnquist Center Lecture

ITEMS pAID OR PROVIDED


Air transportation, meals, and lodging

2.

3.

I_!r, iversiD of Idaho

3112ol 4~09

Boise and Pullman, Idaho

Delivered the Beliwood Lecture; reel with Federal judges; "Conversation with the

Air transportation, meals, and lodging

4.

FINANCIAL DISCLOSURE REPORT Page 3 of 10

N ....

fPer~on Reporting

DateofReport

Rober|s, Jr., John G.

051) 42010

Chief Justice" presentation to the law school community; 5, attended College of Law Centennial events North Carolina Central University 4/13-15/09 Durham, North Carolina Judged moot coui~:; attende~l admissions ceremony for 130 "Conversation with the Chief Justice" presentation to the University community; rnet with 3g McConnell Scholars University of Cambridge 5.~6-9,09 Cambridge, United Kingdom Galway, Ireland Delivered the Sir David Williams Lecture Taught course on the Supreme t..;ourt Met wi~h students in law school classes; "Conversation with the Chief Justice" presentation to the law school community: met with Federal judges 10122-24109 Stanford, California Attended formal dedication of Brest Hall; met with students in law school classes: attended dedication of William ft. Rehnquist Courtyard
Universi~ of Oklahoma I 1/16-18/09 Nemean. Oklahoma IX,let with students in law school clas~es; delivered Henry Family Centennial Lecture Air trunspoaation, meols, anti lodging

6.

Air transportation, meals, and lodging

7.

Universib of l.ouisville

4;17-18/09

Louisville, Kentucky

Air transpo~tatitm, meals, and lodging

8.

Air transportation, meals, and lodging

10. New England School of Lax,.. 7113-23/09

Air transportation, meals, and lodging

1 I. University of Michigan

9/10-12/09

Ann Arbor, Michigan

Air transportation, meals, and lodging

12.

13. Stanford Law School

Air transportation, meals, and lodging

14.

15.

FINANCIAL DISCLOSURE REPORT Page 4 of 1 0

n .....

f P .....Reporting

Da,e of Rep,,rt

Roberts, Jr.,

John G.

05/14/20~0

V. GIFTS. a,~t.,~,,- a,o,, to.,~, ...... a dependent children; see pp. 28-3I of filing instructions.) 1-~ NONE (No reportable gifts..) SO_~QURCE
I. 2. 3 4. 5. Washington National Opera

DESCRIPTION
Two tickets to Dinner and Opera Ball, June 5, 2009

~
$500.00

VI. LIABILITIES. a,a.ae,,t ...... ,p ...... n a,p,,~ .... hildren; see pp. 32-33 of filing instruction,.)
NONE (No reportable liabilities.) CREDITOR
I. 2. 3.
4.

DESCRIPTION

VALUE CODE

5.

FINANCIAL DISCLOSURE REPORT


Page 5 of 10

s,~ ofPerson Reporting Roberts, Jr., John G. [ 0511412010

NONE (No reportable income, t~sets, or transactions.) Description of Assets (including t~st asseB) PEace"(X)" ~ner each ~ssc~ exempl from prior disclosure lneome during reposing peri~ Amount J Type (eg., Code I div.. rent, (A-HI .... i~t) I C ~ Gross value at end . of repor6ng ! Value [ Value ~ Type (e g.. [ (J-P) Code3 ~ (Q I T redemp:,on) Transactions during rc~ing ~riod Identi~y of (if pr,w,e

Date ~ Value ~ Gain ! (J-P, (A-ft)

I.

Ti~e Warner (TWX)

Dividend I

I
3. Freddie Mac (C ..... n) None I I j

5. 6. 7. 8. 9.

ttillenbr~nd (Common) Hill-Rom Holdings, Inc. lntel (Cmnman) Microso~ {Common) Noki~ (Common)

A A B C

Dividend ~ividend Dividend Dividend None K

J I L M [ T

~ ~

T T

1. 12. 13. 14. 15 16. 17.

Pfizer(Common) Texas lnslmmer,~ (Common) TMO (Common) Sirius XM Radio (Common) Washington REI~ Am Cen~ Gr Fund ~avis Set Rea~ gst gnnd

A B

Dividend Dividend N~ne None

J L ,~ K K 1 K I ] ] T T T T T I[ I

B A A

Dividend Dividend : Dividend

Page 6 of 10

Roberts, Jr.,JOnah G.

05~4~010

~ONE ~Vo reportable income, ~sets. or transactions,) A. Description of Assets (including trust assets) glace "(X)" a~er each assel exempt from prior disclosure ] B. Income during reporting period Type (eg., div., ~enL
or int.)

C. Gross value at end of re.riling period Value Code 2


(J-P)

D ..... ~ Transactions during reposing peri~l , T~pe (e.g.,


buy, sell, redemption) m~d~yy [ Code 2 [ Code I I (JP) (A-II)

~ Dale [ Value I~ Gain ] Idcnh~ of


bu~er/scller (~fpti*atc

].Amounl ~C~e I
(A-H)

~ 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29.
30.

Value [ Mefi~od Code 3 (Q-W) T T T T T T T T T T T T


T

transaction)

Fideliff C~ntraf~d Fund NB Kaminsky 11 Fidelity l.ow Priced Stock Fund Spartan 500 Index (formerly Spartan U.S. Equity Index) Fideli~ Growth Company Fidelity Overseas Fund Fidelity Select Energy Fund Fidelity Managed Income Portfolio (no co n~rol) Fideliq, Retirement Money Market Franklin Mut Beac Z Fund Franklin Mot Disc Z Fund Janus Ent Fund
Janus Fund

Dividend None

L J N N M L K L L J J K
J

A C A B B A A A A

Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend None

Sold (par0

09125109

Buy (addl) Buy (addl)

09125/09 09125/09

K K

Dividend

3I.
32,

Janus WW Fund
Blackrnck Intl

A
B

Dividend
Dividend

K
L

T
T

33.
34.

Lorcl Abbetl Dev Gr Fund


Pulnam New Opp Fund

None
None

K
J

T
T

FINANCIAL DISCLOSURE REPORT Page 7 of 10 ~ober,s,

~NE (No reportable income, assets, or transaction.)

B.
Description ofA~eB (including t~st assets) PlacelX)" a~er each asset .... pt from prior discl ..... ~ , Income during reponin~ pe~od

~ c. .......... D. .............
[ Gross value at end ~ of repoamg period Value Code2 I]-P) Value [ Method Code3 tQ-W) T T T Y T T T T T T T T T T W T T , "ryN leg., buy, sell. redemption) Transactions during reporting period

]Amountl Type [e.g., { C~cl [ di ......1, print.} ~ (A-H) } , None None A A Dividend Dividend None B A Dividend Dividend None A B A A A A A A ]B Dividend Dividend Interest Dividend In~erest Interest Rent Dividend Dividend

~ Da~e VMue [ .... d~)~ C~e2 , (J-P) ~

Gain ~ CodelI (AdD ~

Identi~ of b~eriseller (ifpfivale t~nsac~ion)

35. 36. 37. 38. 39. 40. 4 I. 42. 43. 44. 45. 46. 47. 48 49, 50.

Putnam Voyager Fund Selig~an Common A Fund Totray Fund TRPrice Euro Stock Fund TRPrice SCi & Teeh Fund Vanguard lntIGr Fund Vanguard Sm Cap Index Fund Ing F~,n Countries A Fund MTB Money Mkt account CMA Money Fund C. Schwab Money Mkt Fund C. Schwab Muni M. Fund Wachevia, A Wells Fargo Company, accotmt Chevy Chase Bank, A Division of Capital 1/8 interest in Conage, Knocklong, County Limerick. Ireland TE. Price Prime Res Fund

J K M J J M L K L L 3 K J L J J M

51. Bhckrock S&P

FINANCIAL DISCLOSURE REPORT


Page 8 of 10
Roberts, Jr., John G. 05/I 4/2010

NONE (No reportable income, a~sets, or transactions.)


Description of As~ (including trust asse~s) Place "(X)~ after ~c~ assc~ exempt flora prlo~ disclosure Income during reposing ~ri~ [ Gross value at end ~ of re~rting pcrio~ Value Method C~e3 Transactions during rcpo~ing . "1 y~ ( g., buy, sell, ! redemption) Date Value Gain mmd~,~ C~c 2 Code I A- ) , (J-P) (5) Idcnt~W of . buycr,scllc~ (ifpvvate

Amount Type (e,g.. Value Code 1 ] dh,., rent. Code 2 ~{A-H) ~ oriat.) ~ (J-P)

52.

Midcap SPDR Tr Series I

Dividend

53. 54.
55. 56. 57.

Allied Capilal (Common) Utah Educ. Svgs Plans (no control)


Pill~buD" Winthrop Ret. Plan Fid.iVlgd.lnc.Part 11 (bond fund) Allegis Group Ret. Plan (no control) Warner Cable

None B
A A

J M
K J

T T

Dividend
Dividend Dividend

None

Spinoff I 1210~!09 (from line I)

FINANCIAL DISCLOSURE REPORT . Page 9 of 10 VII1. ADDITIONAL INFORMATION OR EXPLANATIONS. a,,,~ ..... .,,,~r,o.tRo,.,,,,~.)

Page l 0 of 10 I Roberts, Jr., Job. c. IX. CERTIFICATION.


I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) l~ 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. I further certify that earned income from outside emp|oyment and honoraria and the acceplance of gifts which have been reported are in compliance with the provisions nf5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulalion~.

NOTE: ANY IND|VIDUAI. WltO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS TO FILE Tills REPORT MAY BE SUIIJECI" TO CI\IL AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

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