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AO t0 ~ev. U20~O

FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2009


2. Court or Organization U.S. DISTRICT COURT 5a. Report Type (check appropriate type) [~ Nomination, Date [] Annual [] Final

Report Reqmrea by the


in Government Act of 1978

0 u.s.c. ~m. ~ ~o~-~ ~)


3. Date of Report 5/31/2010 6. Reporting Period I/1/2009 to 12/31/2009

I. Person Reporting (last name, first~ middle initial) MCCALLA, JON P. 4. Title (Article I11 judges indicate active or se~fior status: magistrate judges indicate full- or part-time) U.S. D1STRICTJUDGE(ACTIVE)

[] Initial

5b. [] Amended Report 7. Chambers or Office Address 167 N. MAIN STREET 11TH FLOOR MEMPHIS, TN 38103 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 regulations. Reviewing Officer

Date

IMPORTANT NOTES: The instructions accompanying thisform must be followed. Complete all parts,
checking the NONE box for each part where you have no reportable informatiot~ Sign on last page.

I. POSITIONS. ~n~ro,,~z inai~ia, o~ onO ; ~, ~,. 9-13 of filing instructions.)

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

2. 3. 4. 5.

ll. AG~EMENTS. (a,vo,,i,,s individnal only; xee pp. 14-16 of filing i


NONE (No reportable agreements.) DATE
1.

PARTIES AND TE~S

PageFINANCIAL2 of 8 DISCLOSURE REPORT I t

Name of Person Reporting

Date of Report

MCCALLA, JaN P"

5/31/2010 I

III. NON-INVESTMENT INCOME. CRepor,i,~ ~,~,.idua~ o,,d.~, ..... : seepS. ~ 7-~ ,,/y~,og ~.~,,~,io~
A. Filers Non-Investment Income NONE (No reportable non-investment income.,) DATE
1. 2. 3. 4.

SOURCE AND TYPE

I~[_C_._,OME
(yours, not spouses)

B. Spouses Non-investment Income - If you a,ere married duri~tg any partion of the reporting year, complete this section.
(Do!lar a~nount not required except Jbr honoraria,)

~] NONE (No reportable non-investment income.) DATE


1. 2009 2. 3. 4.

SOURCE AND TYPE


MCCALLA EAR, NOSE & THROAT, P.C. - PHYSICIAN

IV. REIMBURSEMENTS ....... ~,o,,o,~o., todg~,,g,o~t, ..,.r,,,~ .......


(Includes those to spouse and dependent children; see pp. 25.27 of J~ting instructions.)

NONE (No reportable reimbursements.) qO.~_U_URCE


1. 2. 3. 4.

DATES

LOCATION

PURPOSE

ITEMS PAID OR PROVIDED

.FINA~NCIAL DISCLOSURE REPORT Page 3 of 8

V. GIFTS. (~.a~ tho~ ,o ~o.~ .,.d d~.~ ~Ud~.; ..~


NONE (No reportable g~s.) SOURCE
1. 2. 3. 4. 5.

DESCRIPTION

VALUE

[~

NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE

1. 2. 3.

5,

FINANCIAL DISCLOSURE REPORT


Page 4 of 8

,~ame of Pe,so~ Reportillg

Date of Repogt

MCCALLA, JON P.

5/31/2010
d dependent children; ~, pp. 34-60 of fillng instruction&)

VII. I~NVESTMENTS and TRUSTS - income, value, tra~actions (Includes those of sp .....

~ ONE ~Vo reportable income, ~sets, or transactions~)


A. Description of Asse~ (~neluding u~st ~ts) Place "(X)" ~fter each assetexempt IYom prior disclosure i ] B. Income during ~epo~ing period T~e (e.g., . div., renL or int.) . C. Gross value at end of reposing period Value Code2 (3-P) Value Method Code 3 (Q-W) T R T Q Q Q T T T T T Sold K K K L J T T W W T 12/23/09 J T~e (e.g., buy, sell, redemption) D, Transactions during re,fling period

Amount [ Code I [ (A-H) ;

~l Date I Value I Gain m~d~~ [~ Code2t~ Code 1 ] (J-P) ~ (A-I~) i ~ : ~

Identity of buyer/seller (ifpriwte transaction)

1. 2. 3. 4. 5. 6. 7. 8. 9. I0. I i. 12. 13. 14. 15. 16. 17.

IST ~ BANK - CHECKING/SAVING, MEMPHIS, ~ FA~S SHELBY CO, TN SHS TRUSTMARK BANK COMMON FARM LAND # I, SHELBY COUNTY, TN 12/16/94 FARM LAND #2, SHELBY COUNTY, TN 1 1/28/94 FARM LAND #3, SHELBY COUNTY, TN I 1/28194 SHS TRUSTMARK BANK COMMON IP,.A-WELLS FARGO-FIRST EAGLE SOGEN FDS INC GLOBAL FD CL A IP-.A-WELLS FARGO-AMERICAN FLrNDS-NEW PERSPECTIVE IR.A-WELLS FARGO-FLOWERS INDUSTRIES SHS COMMON StlS HANOVER INS AMERICAN FUNDS-AMERICAN" GR.OWTH FUND AMERICAN FUNDS-INVESTMENT CO OF AMERICA AMERICAN FUNDS-AMERICAN NEW PERSPECTIVES FUND FKACTIONAL INTERESTS IN FAR.M LAND, StlELBY CO., TN FRACTIONAL FNTER.EST IN FARM LAND, INHERITED, SIIELBY CO, TN [R.A-WELLS FARGO-INVESCO AINI-AIM CONSTELLATION FD CL A

A A B A A A C B A A A

In,rest Rent Dividend Rent Rent Rent Dividend Dividend Dividend Dividend Dividend None

J K K K J J L M K J J

A A A A A

Dividend Dividend Rent Rent Dividend

2, Value Codes

J =,$1 ~,0~ or less

FINANCIALDISCLOSURE REPORT Page 5 of 8


VII. I1NVESTMENTS and TRUSTS - i .....
~. NONE (No reportable income, Description of Assets (inclading trust assels) Place "(X)" after each asset exempt from prior disclosure .......................................... ! .............. 18. IRA-WELLS FARGO-AIvlERICAN FUNDS-AM GROWTH FUND OF AIMERICA IRA-WELLS FARGO-CALAMOS INVT TR - NEW GROWTH FUND CL C PUTNAM INVT FUNDS- MID CAP VALUE FD CL C CALAMOS INVT TR NEW GROWTH FI~ND CL C LNG FUNDS- INTL VALUE FUND CL C IRA-WELLS FARG6-VAN KAMPEN FDVAN KAMPEN GROWTH & INCOME IRA-WELLS FARGO-AMERICAN FUNDS-GROWTH FUND OF AMERICA IRA-WELLS FARGO-DISCOVER BK CD IRA-WEI.,LS FARGO-ALLSTATE LIFE INS T-LINK ANNUITY GROWTII FUND OF AMERICA COMMERCIAL REAL ESTATE-MEMPttlS, TN IRA-WELLS FARGO-GENERAL ELECTRIC IRA-WELLS FARGO-PIMCO FL~NDS-PAC I~VT MGMT CaM REAL RET STRAT IRA-WELLS FARGO-HOTCHKIS & WILEY FD- LRG CAP VAL FDS CL C PUTNAM FUNDS-PUTNAM FLOATING RATE INCOME FD CL C IRA-WELLS FARGO-HOTCHKIS & WILEY fd- LRG CAP VALUE HOTCHKIS & W[I.,EY FD -LRG CAP VALUE FUNDS CL C F A B A A A A C A

[Name
[ MCCALLA, JON P,

of Person Reporting

Date of Report

5/31/2010
d dependent children; seepp. 34-60 of.filing instructions.)

e, value, , ......

,ions ancludea ,hose of sp .......

assets, or transactions.)

-- ............................~; ...................................... ........~ ..........


Income during reporting period, [Amount i Type (e.g., Code I ] div., rent. (A-H) i or int.)

c,
Gross value at end of reporting period Value Value Code 2 i Method (.l-P) Code 3 Type (e.g., buy, sell, redemption)

D.

" .......................

Transactions during reporting period

DateI~! Value [ Gain mm/dd/yy Code 2 ~ Code 1 i (J-P) (A-H) ~ ~

ldentily of buyer/seller (if private transaction)

Dividend

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

None None None Dividend Dividend Dividend Interest Interest None Rent Dividend Dividend

Sold (part) Sold Sold Sold

10/08/09 10/30/09 10/30/09 10/30/09

L K K K

K L

T T Sold !01/30/09 J

T Sold 12/23/09 K B

N K K

R T T ,

3I. 32. 33. 34.

A B A A

Dividend Dividend Dividend Dividend

K K L

T "r T Sold 08/18/09 K

P3 =~25,000,001 - $50,000,000 (See Column C2) U =Book Value V =Other

I4 =More than $~0.000,0OO W =Estimated

FINANCIAL DISCLOSURE REPORT


Page 6 of" 8

nan, e of Person Reporting MCCALLA, JON P.

I [

Date of Report 5/31,r2010

VII.. INVESTMENTS an d TRUSTS -- income, value, transactions (Includes those of s~ouse and dependent children; see pp. 34-60 of filing instructions.)
[---] NONE (No reportable income, assets, or transactions.)

.................................................. ~, ............... ~ ...........


De~ription of Assets (including trust assets) exempt fiom prior disclosure [ L Income during reporling period l die., rent, (A-H) o~ int.)

c.

- ................................... .... D,
Transactions during reporting period

Gloss value at end i of reporting period Va ue (J-P)

Value i Type (e.g.,, I Date | Value I Gain [ Code 3 ~ (Q-W) T [ redemption) i[ / (JP) [ (A-H) i [

buyer/seller (if private transaction)

~: 35. IRA-WELLS FARGO-NUVEEN-

~UVEEN tRADEWINDS VALUE OOP


FD CL C
IRA-WACHOVIA-CASH WACHOVIA BANK DEPOSIT SWEEP IRA-WELLS FARGO-ALLIANCE BERNSTEIN INVT- INTL VALUE CL C IRA-WELLS FARGO-CALAMOS INVT TR - MARKET NEUTRAL FD CL C

Dividend

36. 37. 38. 39.

A A A A A

Interest Interest Dividend Dividend Dividend

K J J K J

T T T T T

40. IRA-WELLS FARGO -MUNDER FDSINC GWTH MID-CAP CORE OWTH CL A 41~ IRA-WELLS FARGO-RYDEX SERIES FUNDS-MANAGED FUTURES i, STRATEGY 42. 43. 44. 45. 46. 47. 48. IRA-WELLS FARGO-CALAMOS INVT TR NEW CONVERTIBLE FLrND SHS TRUSTMARK BANK COMMON AMERICAN FUNDS-TAX EXEMPT BOND FUND CL C AMERICAN FUNDS-TAX EXEPMT BOND FUND CL A CALAMOS INVT TR NEW CONVERTIBLE FUND ING FUNDS INTERMEDIATE BOND FLrND IRA-WELLS FARGO-CALAMOS MARKET NEUTRAL FD CL C

Dividend

A A A A A A A B

Dividend Dividend Interest Interest Dividend Int./Die. Dividend Dividend

K J K J K K K K

T T T T T T T T

Buy Buy Buy Buy Buy Buy Buy Buy

10/07109 03/06/09 10/07/09 10/07/09 !0730/09 10/30/09 I0/07/09 10/30/09

K J K J K K K K

49. PUTNAM DIVERSIFIED INCOME TR

FINANCIAL DISCLOSURE REPORT Page 7 of 8

Na,~e of~~r~on R~,o~ing MCCALLA, JON P.

~)ate of R,por, 5/31!2010

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. a,,,~c,,~,~,,,,to/R,~,o,~)


SCHEDULE Vll, LINE 2 I/3 INTEREST IN~ FARMS, SHELBY COUNTY, TENNESSEE WAS PURCHASED ON JULY 20, 1982 FOR $96,800. THIS LAND IS IN AGRICULTURAL~~ SCHEDUI..E VII, LINE 4 INHERITED AN UNDIVIDED 1/12 INTEREST IN FAP~I LAND IN SHELBY COUNTY, TENNESSEE, DATED 12/16/94. SCIIEDULE VII, LINES 5 & 6 RECEIVED AN UNDIVIDED 1/6 INTEREST IN FARM LAND AND AN UNDIVIDED 1/12 INTEREST IN FARM LAND LOCATED IN SHELBY COU~NI|Y, TENNESSEE, DATED 11/28/94. SCHEDULE VII, LINE 15 FRACTIONAL INTERESTS IN FARM LAND IN SHELBY COUNTY, TENNESSEE GIFTED IN 2000. SCHEDULE VII, LINE 16 FRACTIONAL INTEREST IN FARM LAND IN SHELBY COUNTY, TENNESSEE INHERITED IN 1992. SCHEDULE VII, LINE 28 COMMERCIAL PEAL ESTATE WAS PURCHASED 8/3/03 FOR $479,988.

FINANCIAL DISCLOSURE REPORT

Name of Person Reporting


MCCALLA,

Date of Repot!

Page 8 of 8 IX. CERTIFICATION.

JON P,

5/31/2010

I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is 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. 1 further certify that earned income from oulside employment and honoraria and the acceptance of gifts which have been reporied are in compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

Signatut

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY F AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

SUBJECT TO CIVIL

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