Professional Documents
Culture Documents
(~ u.s.c app. ~~
5h, [] Amended Report 7. Chambers or Office Address 56 Forsylh Street NW Atlanta, GA 30303 8. On the basis of the information contained in this Report and any modifications per~ainiag thereto, it is, in my opinion, in compliance with applicable laws and regulations.
Reviewing Officer
Date
IMPORTANT NOTES: The instructions accompanying this form mast be fo!lowea~ Complete airports,
checking the NONE box for each part where you have no reportable information. Sign on lastpage.
NAME OF ORGANIZATION/ENTITY
Georgia Women of Achievement
11. AGREEMENTS. (Reporting individual only; see pp. 14-16 of filing instructions.)
~~ NONE CNo reportable agreements.) r, ?
~
"~
,
,~)
DATE
I.
[::
Date of Report
4/22/2010
]II. NON-INVESTMENT INCOME. ~R,vo,a,g i,~,~at ~.d~; ~ee p~ ~7-U o/~t~g ins~uctions.)
A. Fliers Non-lnvestment Income
NONE (No reportable non-investment income.)
DATE
I. 2. 3. 4.
~
(yours, not spouses)
B. Spouse s Non-Investment Income - If you were marrted durtng any portwn of the reportmg year, complete thts sectton.
(Dollar amount not required except for honoraria.)
--]
DATE
I. 2009 2. 2009 3. 4.
DATES
LOCATION
PURPOSE
Date of Report
I MARTIN, BEVERLY B. I
4/22!2010
SOURCE
I. 2.
DESCRIPTION
VAL~
3.
4. 5.
Date
Page 4 of ] 1
BEVERLY B.
4/22/2010
VII. INVESTMENTS and TRUSTS - ~o~, ~, ~ao~ a.a~a~ ,~o~ o/~po~. .~d a~, ~Ud.~; ~,~. ~4~0 o~
NONE (No reportable income, assets, or transactions.) .............. .~. Dc~ription of As~ (including u~st as~) : ~ - ................................ B~ ......... C. Income during G~ss value at end re~rting ~r ~ of repoa ng (]) (2) (0 (2) Place "(X)" a~er each ~t Amount T>~ (e.g., Value Value C~e I exempt l~om prior di~losure div., rent, Code 2 Me~od (A-H) or int.) (J-P) Code 3 (Q-~ A A A C 12: A " C D C C C B A A A B Interest Interest lnlerest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest L T Matured 10/28/09 L C L K J M T T T T Open Matured Redeemed Redeemed Redeemed Redeemed Redeemed Matured Matured Redeemed Redeemed 2/24/09 11/11/09 2/05/09 1/17/09 4/28/09 11/I 5/09 6/24/09 12/28/09 7/30/09 1/02/09 2/03/09 M M L L M M M L L L L C A C D C C C B A A D. T~nsa~ions du6ng rc~ing O) T~e (e.g., buy, sail, redemption) (3) ] ] Date ~ Value I m~d~ [ Code 2 (J-P) (4) Gain Code I (A-H) (5) Identity of buyer/seller (if private lransaction)
Bank of America checking account Bank of America money market account Bank of America money market account Assoc. Credit Union money market Appalachian Community Bank~ retiremen0 Bank of America Certificate of Deposit Buekhead Community Bank CD retirement) Buckhead Community Bank CD retirement) Buckhead Commanity Bank CD retirement) Embassy CD Firstbank CD GE Money Bank CD GE Bank CD Goldmun Sachs Bank CD 1NG Account ING CertificateofDcposit retirement)
17.
Interest
Matured
12/31/09
2. Value Ct~
J =$15,~ or less
K -$t5,~1 - $50,~
Date of Repor~
~/~/~0~0
I] ~Am~N, B~VE~Y ~. V I I. I N V E S T M E N T S a n d T R U S T S - ~o~, ~,, .... ~o~ (t~cludes those of spo use and dependent children; see ~. 34-60 of filing ~S~U~tO~)
NONE ~o reportable income, assets, or transactions.)
A. De~ption of Assets [including ~st assets) Pl~e "(X)" after each ~et exempt from pror di~los~ ........................................ ~ 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28, 29. 30. 31. 32. 33. 34. M&t Stable Principal Fund 12 NANB checking account Pacific Capital CD (IRA) RBC Centura Bank RBC CD~retirement) RBC CD~ retirement) Wacbovia checking account Wachovia Certificate of Deposit Wachovia Certificate of Deposit Wachovia Certificate of Deposit Alliance Futxd Dodge & Cox Income Fund J.M. & Star, Macon, Bibb County, Georgia JP Morgan Equite Index Fund Jensen Portfolio CL (IRA) Lone Star Corp, E D A A B A C C C C B C Interest Interest Interest Interest None Interest Interest Interest Interest Int./Div. Dividend Rent None None Dividend None Dividend O T M W Sold 4/06/09 J J L K K T T W T Buy Sold 5/12/09 2/25/09 K L M M T T Matured Redeemed Redeemed 2/24/09 2/03/09 2/03/09 L J K A A B K T Redeemed Buy 3/25109 6/26/09 N M C B. Income during repo~ng ~fi~ Amount T~ (e.g., C~de I ] div., r~t, (A-H) ~ or inL) .. M C. ~oss value ~t end of reposing period Value C~e 2 (J-P} [ D. T~nsactions during re~ing
Value T~e (e.g., Method buy, sell. C~e 3 redemption) [ (~ .............. T Matured
9/25109
"v =Olher
Date of Report
B. 4/22/2010
VII. INVESTMENTS and TRUSTS - income, ~t~,. transactiot~ (lncludtt$ those of spo~ty, e and d~endent ch~ldrtn; see pp. 34-~0 of f!litlg i~struclion3:
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" al~er each asset exempt from prior disclosure B. Income during reporting period (1) [ (2) ]Amount Type (e.g., [ Code 1 ] div., rent, (A-H) i orint.) C. Gros~ value at end of reporting period (I)"~ .............. ~j ........ Value Value Code 2 Method (I-P) Code3 (Q-W) L K K M M M L W T T T T T T Open Buy Sold Buy Sold Bny Sold Buy Sold Buy Sold 2/25/09 3/31/09 4/1/09 4/2/09 4/2/09 Z~/l 7/09 4/17/09 3/11/09 3/11109 3/12/09 3/16/09 L J J J J J J J J J J A A A A D. Transactions during reporting period (I) Type (e.g., buy, sell, redemption) (2) (3) (4) Date )t Value Gain mmid&yy i Code 2 i Code I i (J-P) i (A-H) i :: i~ .................. [denlity of buycrtseller (if private tran~ction)
35. 36. 37. 38. 39, 40. 41. !42. 43. 44. 45. 46. 47. 48. 49. 50, 5t.
Metropolitan Capital Bancorp Fidelity Management Inv. Ace IRA) Pontotoc Bancshares Schwab money market fund #1 Schwab value advantage Schwab Money Market (IRA) Schwab Value Adv. (IRA) BGO Fund IRA)
IRA) A B A A A A
None Dividend Dividend Int./Div. lnt,/Div. lnt./Div. lnt./Div. None None None None None None None None None None
BGO Fund~lRA) BGU Fund~lRA) BGU Fund~ IRA) BGU Fund BGI.) Fund BGZ Fund IRA) ] IRA) IRA)
Date of Report
Page 7 of l 1
4122/2010
NON~ (No reportable income, ~sets, or ~ansactions.) A. Des~ption of Assets (including t~t ~sets) Place "(~" a~er ~eh ~et .... ptfrompfiordisclo .... B. Income during r~ing ~ Amount T~ (e.g., C~el div.,rent, (A-H) or int.) C. Gross value at end of reporting period ~ Value :. Code2 ~ (J-P) I value [ Meth~ I Code 3 T~e (e.g., buy, sell, redemption) D. Tran~etions during reposing period
Date ~ Value Gain Identity of /mnffd&yy Code2[C~elI buyer/~ller ~ (A-H) (if private I (J-P)
52. 53. 54. 55. 56. 57. 58. 59. 60. 6 I. ;62. 63. 64. 65. 66. 67. 68.
BGZ Fund
J IRA)
None None None None None None None None None None None None None None None None None
Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy
3/24/09 3/24/09 3726/09 3/26/09 4~03/09 4/07/09 3/10/09 3/10/09 3/16/09 3/16/09 3/19/09 3/19/09 3/19/09 3/19/09 3/27109 3,27/09 3/03/09
J J J J J J J J J J J J J J J J J A A A A A A
BGZ Fund~] I~) BGZ Fund~,~] IRA) BGZ Fund~:~ IRA) BGZ Fund~: ~ ~:~11KA) BGZ Fund~::~~ ~31 IRA) DIA Fund~,~ IRA) DIA Fund ~.i~ :~:~ IRA) DIA Funff~!i! i.i i<~ ] IRA) DIA Fundil i! ~i~.i::~.iil IRA). DIA Fund: :~!: IRA) DIA Fund IRA)
DXD Fund~ IRA) DXD Fund ~ 1RA) DXD Fund ~ IRA) DXD Fund IRA)
2 Value C~s
J =~15,1~ or le~
K ~$15,~1 - $50,000
L ~$50.~ I - $100,0(~
M ~$100,~1 - $250,0~
Date of Report
,t/22,2010
VII. INVESTMENTS and TRUSTS - l.~o,~,, w~,, ,,.~,~cao., a~ci.d~, ,ho~o o~ ~ ~,~.~ ~h~,~ ~.
NONE (No reportable income, ~sets, or ~ansactions.) A. Dc~dption of As~ts (including ~st ass*ts) Place "(X)" alter each as~t exempt from prior disclos~e , B. Income during r~ng ~ri~ C. Gross value at end of repofiing p*riod ~ Value Code 2 (J-p) [ Value ] Method C~e 3 (Q~ Sold Buy Sold Buy Sold Buy Sold ~y Sold Buy Sold Buy 3/03/09 2/26/09 3/02/09 2/27/09 2/27/09 3/02109 3/02/09 3102/09 3/02/09 3/06/09 3/06/09 4107/09 J J J J J J J J "" ) J J J A A A A A T~ (e.g., buy, sell, r~emption) D. T~nsactions during rc~ing
.................................................................................................. -. ............... 69. 70. "~1. 72. 73. 74, 75. 76. 77. 78. 79, 80. FAZ Fund~[ IRA) FAZ Fund~ ~II~) FAZ Fund~; ~~l IRA) FAZ DZZ Fund~:~:: ~ IRA) FAZ Fund~:~lRA~, ~, FAZ Fund~.~:] 1~) None None None None None None None
~l .................................. A
F~d~ItRA)
~o~*
None None None None
FAZ Fund~ "~(;~*~11~) FAZ Fund~ ~] ~ ~ IRA) FAZ Ftnd ~(~ I I gA) FAZ Fu ad:~" ;~,5:~I
IRA)
81. ~AZ
82~ 83. 84. 85. KBE Fund KBE Fund
~RA)
IRA) ~ II~) iRA)
~o.,
None None None None
So~e
Buy Sold Buy Sold
4/08/09
3/06/09 3/06/09 3/06/09 3/06/09
Z
J J J J A
KBE Fund;:
DISCLOSURE REPORT
Date of Report
Page 9 of 11
I MARTIN, BEVERLY B.
4/22/2010
C.
Gross va~ue at end of reporting period Value Code2 (J-P)
D.
Transactions during reporting period
Amount , Code I
(A-H)
orint.)
Gain Code !
Identity of buyer/seller
(A-H)
(if private
transaction)
.........
. .................................
SKI: Fund-:~ IRA) SKF Fund~, ~l IRA) SMN Fund,:~:~~ ,~{IRA) SMN Fund~i: :~;~,,]IRA) SMN Fund ~:::::~I IRA) SMN Fund;~,)~IRA)
J J J J J J A
[ Date of Repor~
4/22/2010
Date of Repor~
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLV FAL, AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)
IVIL
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