i

Rev. 1/2010

FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2009

Repo~tRequired bytheEthics in Government Act of1978 :s u.s.c, app. ,+b" 101-1~1)

1, Person Reporting (last name, first, middle initial) Steele, John E. 4. Title (Article II1 judges it~dicate active or senior status; magistrate judges indicate full- or part-time) U.S. District Judge, Active

2. Cou~ or Organization District Court, Middle Florida 5a. Report Type (check appropriate type) [] Nomination, [] Initial Date [] Annual [] Final

3, Date of Report 05/1112010 6. Reperting Period 01/01/2009 to 12/31/2009

Sb. [] Amended Report 7. Chambers or Office Address U.S. (~oufthouse 2110 First Street, Ste 6-109 Fort Myers, FL 33901 8. On the basis of the information contained in this Repor~ and any modifications pertaining thereto, it is, in my opinion, in compliance with applical~le laws and regulations.

Reviewing Officer

Date

IMPORTANT NO TES: The instructions accompanying this form must be foltowe~ Complete all parts,
checking the NONE box for each part where you have no reportable information. Sign on last page.

I. POSITIONS. ~R,po~g i~z~ o~r; s,~ r,. ~-~ o/~t~g

NONE (No reportable positions.) POSITION
1.

NAME QF ORGANIZATION!ENTITY

FINANCIAL DISCLOSURE REPORT

Name of Person Reporting Steele, John E.

Date of Report

Page 2 of 8

05/51/20~0

III. N O N- INVESTMENT INC O ME. ~Repo,ang in~v~,I and ~oo~e: se, pp. 17.24 oy filing instructions.)
A. Fliers Non-Investment Income
NONE (No reportable non-investment income.)

DATE
I. 2. 3. 4,

SOURCE AND TYPE

INCOME
(yours, not spouses)

B. Spouses Non-Investment Income - if you were married during any porlion of the reporting year, complete this section.
(Dollar area unt not r~quired exeeptJbr honoraria.)

[~]

NONE (No reportable non-investment income.) DATE SOURCE AND TYPE

Self-Employed, real estate/consultant

1. 2009 2. 3. 4.

IV. REIMBURSEMENTS - t,~n,~on~io~ ~od~tng.,~ood.,,,e,,~,~n~

(lnctud~ those to spouse ~d depen~nt children; s~ pp. 2~- 27 of~ling ~mtmctions,)

NONE (No reportable reimbursements.) SOURCE ~

May 12-16. 2009

LOCATION
Gainesville, Flofi~

PuPatE
Trial Practice Faculty

ITEMS PAID OR PROVIDED

Room, m~ls

1. 2. 3. 4. 5.

~e Flofi~ Bar

FINANCIALpage 3 of 8 DISCLOSURE REPORT I Steele, John E.

Name of Person Reporting

Dste of Report

05/11/2010

V. GIFTS. a,,cl,,~s those ,o

NONE (No repo~able ~ DESCRIPTION VAL~

2. 3.
4. 5.

VI. LIABILI TIES. a,a.a~s

~-~ NONE (No reportable liabilities.) CREDITOR
1. 2. Wachovia EMC

DESCRIPTION
::, ~:~rental property)Home Equity Line of Credi! Mortgage on Investment Property #4 (River), April. 2006

VALUE CODE
L M

3.
4.

GMAC

Mortgage on Investment Property #2 (Sandy), October, 2006

5.

FINANCIAL DISCLOSURE REPORT Page 4 of 8 VII. INVESTMENTS and TRUSTS -

[ Name of Person Reporting

I S~eele, John E.

Date of Report 05/11/2010

NONE (No reporlable income, c~sets, or transactio~v.)

A. ~s~ptiO~ of A~ (including ~t ~B) Pla~ "(X)" after ~ch a~t ~empt from prior disl~ure ............ I. 2, 3. 4. ~~BlowingR~k, NC. May,~ ~ Bank of America Acco~ Jax Fed Cr Un Acct Abbott Labs common D A A A Rent Interest Interest Dividend

B.
Income d~ng ~ reposing Amount Code 1 (A-H)

C.

O.

div., ren~, orint.)

[ C~e 2 (J-P) ~ M J

/ Meth~ ~ Cod3 ~ ~Q-W) R T

buy, sell, r~emption)

I [ Code 2 (A-H)I ~d~/~T ~ C~ o-P) I

[ ~ ~

buyer/seller (if private ~ctian)

5.
6. 7. ! 8. 9. 10. 11. 12. 13. 14. 15. 16, 17.

Disney. common
Merck common Public Storage tlome Depot common IRA Thenno Fisher common IRA Tyson Class A IRA Fidelily Money Mrk IRA #I Ascension Health Savings Plan Gabelli Eq Tr IRA Franklin Templeton Mutual Series Shares Class Z IRA Fidelity Spartan Money Mkt IRA Fidelity Money Mkt IRA #2 VanKampen Corp Bond Fund, IRA

A
A A A A A A A A A A A A

Dividend
Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Interest Dividend Dividend

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

T
T T X T T T T T T T T T Sold 9/9/09 J A

and D3)

N =$250.001 - $500.000

O =$500.001 - $ I ,O00.O0~

P 1 =$ I .O00.0Ol - $5.000.000

P2 ---$5.000~0~01 - $25.009.000

FINANCIAL DISCLOSURE REPORT Page 5 of 8 VII. INVESTMENTS and TRUSTS -

Name of Person Reporting

Date of Rep~r~ 05/11/2010

[ Steele, John E.

NONE (No reportable income, assets, or transactions.)

Description of Assets (including m~st ~sets) Place "(X)" after each assel exempt from prior disclosure Income during reporting period O) ~2~ Amounl Type (e.g., Code I dlv., rent, (A-H) or int.) Gross value a~ end of reporth-~g period (0 ~: (2) Value Value Code 2 ~ Method (J-P) Tran.~ctions during reporting period (1) Type (e.g., buy, setl, (2) i (3) (4) Date i Value Gain i mn~tdd!yy i Code 2 Code I (5) Identity of buyertseller

18. 19. 20. 21. 22. 23. 24. 25. 26. 27.

RBC Enterprise mutual fund Fidelity Brokerage, cash acct Columbia Tax-Exempt Fund Z T. Rowe Price Equity Income mutual Parnassus mutual Fidelity Diver Intemat IRA Fidelity Short Term Bond IRA McDonalds common Lot, Blowing Rock, N.C., 1993, $15,000 Century Telephone common

A A A A A A A A

Dividend Interest Dividend Dividend Dividend Dividend Dividend Dividend None

J .1 J J J K J J J J J J J J J

T T T T T T T T R T T T T T T Redeemed (part) 10/15/09 J A

Dividend None

~8. Quantum Corp DDS IRA common 29. 30. 31. 32. Wachovia account.,; NVR common Viasys Healthcare lnc.common, IRA Bed, Bath & Beyond common A A A

Interest None Dividend Dividend

33.

North Fort Myers, Flinvest. Prop#2(Sandy), 12/7/05, $256,000.

Rent None

N K

R V

34. Loan Receivable, q--]~

! I, Inoome Gain Codes: i (See CoI~ BI and D4) [ 2. Valae Codes i (See Colunms CI and D3) 3. Value Method Codes (See Colmnn C2)

A =$1,000 o tess F =$50.00t - $100,0~0 J =$15,000 or less N ~$250,001 - $500,000 P3 ---$25,000,001 - $50.000,000 Q =Appraisal U =Book Value

B =$1,001 - $2,500 G =$ 100.0~1 - $ ! ,00.000 K --$15,001 - $50,000 O =$500,00t - $1,00~,000 R =~ost (Real I~tate Only) V =Othcr

C =$2.501 - $5.000 H1 =$ I,~.001 - $5.00~,000 L =$50,001 - $100,000 Pl --$1,000,0Ol - $5,000,000 P4 =/vlore than $50,000,000 S =Assessment W =Estlmat~d -

D =$5.04)1 - $15,000 112 =More than $5.00.000 M ~$100,001 - $250.000 P2 =$5.009,001 - $25,00~,000 T --Cash Market

E =5[ 5,00t - $50.000

FINANCIAL DISCLOSURE REPORT

Page 6 of 8

] N~m. of ~e.o~ a~po~l~g

] steele, John E.

I~,te of.e~.
05/I 1/2010

Vll. INVESTMENTS and TRUSTS - ~ ....

~

~,,,, t,a,_~oa~o,s a,a~ae, thos~ o~,~o~ ~=~ ~.~,. e~.d~ ~,, ~ ~4~0 o!m~ ~*t,~o~
C. Gross value at end of re.fling pefi~ [ Value [ C~e 2 (J-P) Value Method C~e 3 (Q-W) T~(e.g. buy. ~I1, r~ption) D, Tr~sactions during re~ing ~od

NONE ~o reportable income, ~sets, or transactions.)

A~ ~ption of A~ts (including ~st ~se~) Place"(X)"aner~ch~set exempt from prior di~l~ure B. Income during r~o~ing ~fi~

~,--~-~ .....
~Am0unt T>~(e.g., ~ C~e 1 div,, renL :: (A-H) [ or int )

Date [ Valne Gain . [~d~ [ C~e 2 ~ Code i [ [ (J-P) ~ ~A-H) ] ~ 9/15/09 ~/15/09 9/15.09 9/15/09 J K K K A A A A

Idenli~of buy~/seller (if private t~ction)

35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48.

Baron Pawners, 1~ Am Funds-Growth Fund]~ Dreyfus S&P500 Index IRA American Funds Cap. World Global IRA Fort Myers FI. Investment Prop#4, 4106 $251,000 (River) Fidelity Sep - IRA Nguberger Bennan Focus Fund Synovus Common Medco I-tealth Solutions (x) VALIC IRA (x) VALIC IRA (x) VALIC IRA (x) Bank of Am IRA (x) Bank of Am IRA (x)

A A A A D A A A

Dividend Dividend Dividend Dividend Rent Dividend Dividend Dividend N J .I J J R T T T T T

Sold Sold Sold Sold

Sold Buy (addl) Redeemed (part) Redeemed

12/3/09 9/15/09 9/24/09 12/24109 12/18,09 12/24/09

J L J J J K

Dividend

A A

(pan)
Buy

Dividend

Redeemed (part)

(S~e Columns CI and D3)

N --$250,001 - $50~.000

O -$500.001

I~INANCIAL DISCLOSURE REPORT Page 7 of 8

Name of Person Reporting

Date of Report

o~/~ ~/20~0 [ Steele, John E.

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.

Line 20i Name change from Tamarack Enterprise to RBC Enterprise. Lines 51-54: Rollover (sold), then put proceeds in VALIC IRA Line 60: The dollar amount increased to where this was actually made this reportable in 2007. 1 neglected to do so. It was sold in 2009. Line 61 : From lines 51-54. Lines 62-63: Some of VALIC redeemed during the year. Lines 64-65: Rollover of TSA; some redeemed in 2009.

]~II~ANCIAL DISCLOSURE REPORT

Nome of Person Reporting Steele, John E.

Date of Report 05/I 1/2010

Page 8 of 8 IX. CERTIFICATION.

! 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 bdief, 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 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.

Signatm

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIF] 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