Report Required by the Ethics in Government Act of 1978 1 FINANCIAL DISCLOSURE REPORT (5 use. app. 101?111) FOR CALENDAR YEAR 2008 l. Persou Reporting (last name, ?rst, middle initial) 2. Court or Organization 3. Date of Report Reade, Linda R. District Court ND lowa 05/01/2009 4. Title (Article 111 judges indicate active or senior status; 5a. Report Type (check appropriate type) 6. Reporting Period magistrate judges indicate full- or part-time) Nomination, Date 01/01/2003 Initial Annual Final to 12/31 1/2003 US. District Judge - Active St). Amended Report 8. On the basis of the information contained in this Report and any modi?cations pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. Date 7. Chambers or Of?ce Address Reviewing Of?cer US. Courthouse 4200 C. Street SW Cedar Rapids, IA 52404 IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page. I l. OSITION . (Reporting individual only; see pp. 9-13 of?ling instructions.) NAME OF NONE (No reportable positions.) costings Eighth Circuit Historical Society Northern District of Iowa Branch of Eighth Circuit Historical Society 1. Director 2. Director 73 8/0 38 Wot/ii? 0? Will/01 . z: PARTIES AND TERMS '3 "7 11 pay me retirement incomrvhenl am eligible to II. AGREEMENTS. {Reporting individual only; see pp. 14-16 of filing instructions.) I: NONE (N0 reportable agreements.) DATE State of lowa and medlowa Judicial Retirement Plan. The state wi I. 08/01/93 retire Reade_Linda_R 1 Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 2of12 0510112009 Reade, Linda R. Ill. NON-INVESTMENT INCOME, (Reporting individual and spouse; see pp. 17-24 of filing instructions.) A. Filer's Non-Investment Income [Z] NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) I. 2. 3. 4. B. Spouse 1 S Non-Investment Income - If you were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria.) D NONE (No reportable non-investment income.) SOURCE AND TYPE I. 2008 Bradshaw Fowler Proctor & Fairgrave, PC - wages and employee benefits 2. 3. 4. IV. REIMBURSEMENTS - tramportation, lodging, food, entertainment. (Includes those to spouse and dependent children; see pp. [Z] NONE (No reportable reimbursements.) SOURCE I. 2. 3. 4. 5. 25-27 offiling instructions.) DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED FINANCIAL DISCLOSURE REPORT Page 3of12 V, GIFTS. [Z] NONE Name of Person Reporting Reade, Linda R. Date of Report 05/01/2009 (Includes those to spouse and dependent children; see pp. 28-31 offiling instructions.) (No reportable gifts.) SOURCE DESCRIPTION VALUE l. 2. 3. 4. 5. VI. LIABILITIES. [Z] NONE (Jnc/ude8 those of spouse and dependent children; see pp. 32-33 offiling imtructions.) (No reportable liabilities.) CREDITOR I. 2. 3. 4. 5. DESCRIPTION VALUE CODE Page 4of12 NONE 05/01/2009 Reade, Linda R. vII. INVESTMEN TS and TRus TS D Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - income, value, transactions (Includes those of•pouse and dependent children; ··ee PP· 34-60 offiling instructions.) (No reportable income, assets, or transactions.) c. A. B. Description of Assets Income during (includirig trust assets) reporting period Place "(X) " after each asset exempt from prior disclosure D. Gross value at end of Transactions during reporting period reporting period (I) (2) (I) (2) (!) (2) (3) (4) (5) Amount Code I Type (e.g., Value Value Type (e.g., Date Value Gain Identity of div., rent, Code2 Method buy, sell, Month- Code2 Code I buyer/seller (A-H) orint.) (J-P) Code3 redemption) Day (J-P) (A-H) I. US Bank Accounts A Interest L T 2. Liberty Bank Account -I A Interest J T 3. Liberty Bank Account 2 D Interest 4. CSCO Stock 5. Medtronic Inc. Stock 6. Closed None J T A Dividend J T VanKampen Ins. Muni Inc Trust 14 A Interest J T 7. Deferred Comp Plan c lnt./Div. J T 8. -Stock Index Fund-Valic None 9. -Science & Technology Fund-Valic None 10. -Putnam New Opportunity Fund-Valic None 11. -Putnam Global Gr Fund-Valic None 12. -American Cent Ultra Fund-Valic None 13. IRA Account None J T lnt./Div. Pl T ( if private transaction) (Q-W) 511 J ·. . 14. Retirement Account 15. -Schwab Money Market Fund 16. -Capmark Bank CD Buy 10115 M 17. -Commerica Bank CD Buy 10/15 M I. Income Gain Codes: (See Columns Bl and D4) 2. Va1ue Codes (See Columns Cl and D3) E A =$1,000 or less B =Sl,001 -$2,500 C F =$50,001 -SIU0,000 a =S IUo,ool HI =$1,000,001 $5,000,000 (See ·column C2) s 1.000,000 =$2,50 I $5,000 - • J =$15,000 ur less K =$15.001-$50,000 L =$50,001-$100,000 N =$250,001-.S500,000 0 =$500,001- $1,000,000 Pl Q =Appraisal R =Cost (Real Eslllt e Only) S =Assessment U =Book Value V =Other W =Estimated P3 3. Value Method Codes - =$25,000,001 $50,000,000 =$1,000,001.· $5,000,000 D =$5,001 - $15,000 HZ M = Mun: than $5,000,000 =$100,001-$250,000 P2 =$5,000,001 • $25,000,000 P4 =More than $50.000,000 • T =Cash Marker E=Sl5,00l -$50,000 Page 5of12 05/01/2009 Reade, Linda R. . VII. INVESTMENTS and TRUSTS D Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - income, vatue, transactions (Includes tho•·e of spouse and dependent children; see PP· 34-60 offiling instructions.) NONE (No reportable income, assets, or transactions.) A. B. c. D. Descript.ion of Ass.els Income during Gross value at end of Transactions during reporting period reporting period reporting period (including trust assets) Place "(X)" after each asset exempt from prior disclosure (I) (2) (I) (2) (I) (2) (3) (4) (5) Amount Code I T ype (e.g., Value Value Type (e.g ., Date Value Gain Identity of div., rent, Code 2 Method buy, sell, Month. Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code3 redemption) Day (J-P) (A-H) 18. -Corp Backed Tr Gold Sachs 19. Buy 10/1 K Sold 10116 K 20. -Altria Group Inc Buy 12/26 J 21. -American Intl Group Inc Sold 1019 J 22. -American Tech Grp Inc 23. -Apple 24. -Authentidate Hldg Corp 25. -Oncothyreon (Biomira Inc) 26. -Blue Chip Value Fd Inc 27. -Breed Technologies 28. -Canam Uranium 11/14 J •. ( if private transaction) (Q-W) Transferred (to line 29) .. -- 29. -Cleani:_>athRes Corp 30. -ConocoPhilips Transferred (from line 28) 1114 J buy 11/10 K Buy (add'!) 12/03 K Buy 517 K 31. 32. -Corrections Cp Amer (add'!) 33. Sold 10/16 K 34. Buy 11113 K I. Income Gain Codes: (See Columns BI and 04) 2. Value Codes (See Columns Cl •nd 03) A =$1,000 or less B =$1,001 -$2,500 C =S2,501 -$5,000 0 =$5,001 - 115,000 F =$50,001 -$100,000 G =$100,001 - s1.ooo.ooo HI =$1,000,001 - $5,000,000 H2 =More than $5,000,000 J =$15,000 ur less K =$15,001 -S50,000 L =$50,00t -$100,000 M =$ I00,00 I -$250,000 N =$250,00 I O =$500,00 I Pl =$1,000,001 -$5,000,000 P2 =S5,000,00I -$25,000,000 - $500,000 - SI ,000,000 P3 =$25,000,001 -$50,000,000 3. Value Method Codes (See Column C2) P4 =More than $50,000,000 QeoAppnusal R =Cost (Real Esrate Only) S =Assessment U =Book VaJuc V =Other W =Estimared T =Cash Market E =$15,001 · $50,000 Page 6of12 05/0112009 Reade, Linda R. VII. INVESTMENTS and TRUSTS D Date or Report Name or Person Reporting FINANCIAL DISCLOSURE REPORT - income, value, trunsuctiuns r1nc1udes those ofspouse and dependent children; see PP· :t4-6o offiling instructiom·.J NONE (No reportable income, assets, or transactions.) A. B. c. D. Description ofAssets Income during Gross value at end of Transactions during reporting period (including triist assets) reporting perlod Place "(X) "after each asset exempt from prior disclosure reporting period (1) (2) (1) (2) (1) (2) (3) (4) Amount Code 1 Type (e .g., Value Value Type ( e.g., Date Value Gain (A-H) div., rent, Code 2 Method buy, sell, Month- Codei or int.) (J-P) Code 3 redeinption) Day (J-P) 35. -Dodge & Cox Intl Stock Fund 36. -Endologix Inc 37. -General Electric Company 38. -GEO Group Inc (formerly Wackenhut Corrections Cp) 41. -Iowa Telecommunications 42. -Level 3 Communications 43. -Market Vectors Gold Miners 44. -Microsoft buyer/seller (if private transaction) Sold 10/8 K Buy (add'!) 517 K Sold 10/16 L Sold 2/15 K Buy 7/15 K Buy 8/11 L Sold IO/I L 39. -India Fund 1 (A H) (Q-W) . 40. Code (5) ldeniity of . 45. (part) 46. -Petaquilla Minerals L TDF(formerly Adrian Resources Ltd) 47. -Provident EnergyTrust Buy 2/25 K 48. -St. Joe Company Buy 2/25 K Sold IO/I K 49. 50. -Soutlunark Corp 51. -Sun Health Care L Income Gain Codes; A =$1,000 or less (See Columris BI and D4) . 2. Value Codes F =S50,oii1 ·(See Columns CI and 03) • SI00,000 B =$1,00 I • $2,500 . G ,,;SI00,001 ·SI ,000,000 J =$15,000 or less K =$15,001 N =$250,00 I 0 =$500,00 I • $500,000 • $50,000 - $1,000,000 P3 =$25,000,001 • $50,000,000 3. Value Method Codes (See Column C 2) C =S2,50 I • S5,000 HI =$ l ,00.0,00I • $5,000,000 D =$5,001 • $15,000 H2 =More than $5,000,000 L =$50,001 • $!00,000 M =$ I00,00 I Pl =$1,000,001. SS,000,000 P2 =$5,000,001 • $250,000 P4 =More than $50,000,000 Q=Appraisal R =Cost (Real Estate Only) S =Ass U =Book Value V =Other W =Estimated sment T =Cash Market • $25,000,000 E =$15,001 · $50,000 Page 7of12 NONE 0510112009 Reade, Linda R. VII. INVESTMENTS and TRUSTS D Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - income, value, trum·uctions r1ncludes those ofspouse und dependent children; see pfl. 34-60 offiling imtructions.J (No reportable income, assets, or transactions.) A. B. c. D. Description of Asset.s Income during Gross value at end of Transactions during reporting period reporting period reporting period (including trust assets) Place "(X)" after each asset exempt from prior disclositre (I) (2) (I) (2) (I) (2) (3) (4) Amount Code I Type (e.g., Value Value Type (e.g., Date Value Gain div., rent Code2 Method buy, sell, Month- Code2 (A-H) or int.) (J-P) Code3 redemption) Day (J-P) Code (5) Identity of I buyer/seller (if private (A-H) transaction) (Q-W) 52. -Telecom Argentina SA Ordf(formerly Telecom Argentina Ord) 53. -Time Warner Inc 54. -Wal-Mart DE Cv Spn Adr F Buy 4/24 J 55. -Wells Fargo & Co Sold 1019 L 56. -XC Closed 10/24 J 57. -Blackrock Health Sciences Fund Buy (add'!) 12111 K 58. -Capital World Growth & Income Fd CL A American Funds Sold 717 K 59. -Fidelity Adv Eqty Growth Fund Sold 7/2 M 60. -Fidelity Adv Overseas Class T Sold 712 M -Amercian Century Opportunity ( Kopp Sold 712 K Sold 711 K 61. L Ltd Emerging Growth Fund) 62. -Matthews Pacific Tiger Fund .:;. 63. -MFS Emerging Growth Fund Sold 712 L 64. -MFS Global Fund CL A Sold 712 K 65. -Nuveen Multi Strat Buy 2125 L Sold 10/9 K 66. 67. -Oppenheimer Global Fund Sold 712 L 68. -Putnam New Opportunties Sold 711 K I. Income Gain Codes: (See Columns Bl and D4) 2. Value Codes (See Columns CI and 3. Value Method D3) A =$ 1,000 or less B =$1,001 -$2,500 F =$50,00t -$100,000 G J = S 15,000 or less N =$250,00 I - $500,000 c =$2,501.-$5,000 D =$5,001 - $15.000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000,000 K =$15,001 -$50,000 L =$50,001 -$100,000 M =$ t 00,00 I -$250,000 0 =$500,00 I Pl =Sl,000,001 -$5,000,000 P2 =$5,000,001 - $25,000,000 T =Cash Market S 100,001 - s 1.000.000 = - $1,000,000 P3 =$25,000,001 -$50,000,000 Codes (See Column C2) P4 =More than $50,000,000 Q =Appr.usal R =Cost (Real Estate Only) S =Assessment U =Book Value V =Other W =Estimated - E =$15 .oo l - $50.000 Page 8of12 Reade, Linda R. VII. INVESTMENTS and TRUSTS 0 Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - 05/0112009 income, vutue, trunsuctions r1nc1udes 1ho•·e of>pouse und dependent children; see PP· 34-60 offiling in•'tructions.J NONE (No reportable income, assets, or transactions.) A. B. c. D. Description .o fAssets Income during Gross value at end of Transactions during reporting period reporting period reporting period ( including trust assets) Place "(X)" after each asset exempt from prior disclosure (I) (2) (1) (2) (I) (2) (3) (4) (5) Amount Code I Type (e.g., Value Value Type (e. g., Date Value Gain Identity of div., rent, Code 2 Method buy, sell, Month - Code 2 Code I buyer/seller (A-H) or int.) (J-P) redemption) Day (J-P) (A-H) Cod.e 3 69. -Vanguard Pacific Stock Fund 70. -General Growth PPTYS 71. (if private transactfon) (Q-W) Sold 711 K -Audible Sold 2/5 J 72. -Laudus Equity Fund Sold 10/8 K 73. -Sirius Sat. Radio Transferred 7/30 J 7/30 J Buy 12/26 K Buy 4/16 K (from line 74) 74. -XM Satellite Radio Transferred (to line 73) 75. -Annaly Cap Mgmt REIT 76. McVean Trading and Investment A 77. Farming Operation Crops E 78. -Farm l Dallas Co., IA 79. -Farm 3 Dallas Co. IA D 80. -Farm 5 Adair Co, IA D 81. K T M w Royalty L w Rent M w -Farm 6 Adair Co, IA M w 82. -Farm 1 Adair Co, IA L w 83. -Farm 8 Adair Co, IA L w 84. -Farm 9 Adair Co, IA L w 85. -Farm l 0 Adair Co, IA M w I. Income Gain C dcs: (See Columns BI •nd 04) 2. Va1uc CodeS (See Columns CI •nd 03) Int./Div. Rent D A =Sl,000 or less B F =$50,001 - $100,000 G =$100,001 - U,000,000 s1,001 -s2,500 (See Column C2) D =$5,001 - $15,000 HI =Sl,000,001- $5,000,000 H2 =Mo re than $5,000,000 J =Sl.5,000 or less K =$15,001 -$50,000 L =$50,001 - $100,000 M =$100,001 - $250,000 N -$250,00 I 0 =$500,001 -SI,000,000 Pl =$1,000,001 - $5,000,000 P2 =$5,000,001 -$25,000,000 Q =ApprdisaJ R =Cost (Real Estlte Only) S =Assessment U =Book Value V=Otber W=Estimated - $500,000 P3 =$25,000,001 - $50,000,000 3. Value Method Codes C =$2,50 I -$5,000 P4 =More th•n $50,000,000 T =Cash Market E =$15,0UI -$50,000 Page 9of12 Reade, Linda R. VII. INVESTMEN TS and TRUSTS D NONE Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - 05/01/2009 income, value, transactions r1nc1udes those ofspouse and dependent children; see PP· 34-60 offiling in•1ructions.J (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets lncom.e during Gross value at end of Transactions during reporting period (including trust assets ) Place reporting period reporting period "(X)" after each asset exempt from prior disclosure (I) (2) (1) (2) (1) (2) (3) (4) Amolint Code 1 Type (e.g., Value Value Type (e. g., Date Value Gain (5) Identity of ( A-H) div., rent, Code 2 Method buy, sell, Month- Code 2 Code 1 buy.,r/seller or int.) (J-P) Code 3 redemption) Day (J-P) ( A-H) 86. -Farm 11 Adair Co, IA 87. -Farm 14 Adams Co, IA D 88. -Farm 15 Adams Co, IA 89. K w Rent· M w D Rent L w -Farm 18 Adams Co, IA B Rent K w 90. -Farm 19 Taylor County, IA B Rent K w 91. Farm 20 Decatur County, IA J w 92. Cincinnati Life Insurance Whole Life Policy None M T 93. Mineral Interest.Dallas County, IA D Royalty J T Royalty Interest, Bowman County, North B Royalty J T A Dividend Pl Q None K u 94. Dakota 95. Liberty Banshares Inc(Appraisal 12/31/08) 96. Ben Con Properties LLC 97. Towne View Apartments, LTD A Interest J u 98. Phoenix-Tuson Ranch LLC A l nt./Div. K T 99. Safe Bulkers Inc. None K T 100. Tyco A - l nt./Div. IOI. 102. Covidien LTD I. Income Gain Codes: (See Columru; Bl and 04) 2. VaJue Codes (S e Columru; Cl and DJ) A (Sec Colomn C2) Jnt./Div. Buy 2/5 J Sold 9110 J Buy 115 J A =$I ,000 orless B =Sl,001 • $2,500 c =$2,501 -$5,000 F =$50,001 -SIU0,000 G =SIU0,001 -Sl ,000,000· HI =$1,000,00I • SS,000,000 J =$ 15,000 orless K =$15,00I -$50,000 L =$50,001 N =$250,001 • $500,000 0 =S500,00I -$1,000,000 P l =$1,000,001 -$5,000,000 Q =Appraisal R =Cost (Real Estate Only) S =Assessment U =B ook V11lue V =Other W =Estimated. P3 =$25,000,001 3. Value Method Codes • $50,000,000 (if private transaction) (Q-W) • SIU0,000 D =$5,001 -$15,000 H2 =More than $5,000,000 M =SIU0 ,001 • $250,000 P2 =$5,000,001 • $25,000,000 P4 =More than $50,000,000 T =Cash Market E =$15,00I - $50,000 Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 10of12 Reade, Linda R. 05/01/2009 VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1udes tho•·• ofspouse and dependent children; see PP· 14-60 offiling instructions.) D NONE (No reportable income, assets, or transactions.) A. B. Description of Assets Income during (including trust assets) Place " (X) " after each asset exempt from prior disclosure c. Gross value at end of D. Transactions during reporting period reporting period reporting period (I) (2) (I) (2) (I) (2) (3) (4) Amount Code I T ype ( e.g., Value Value T ype ( e.g., Date Value Gain div., rent, Code2 Method buy, sell, Month- Code2 Code I (A-H) or int.) (J-P) Cod e 3 redemption) Day (J-P) (A-H) (Q-W) 103. 104. Provident Energy 1. Income Gain Codes: (See Columns BI and 04) 2. Value Codes (See Columns CI and DJ) B A =S1,000 or Jess F =$50,001 -SI00,000 J =SI 5,000 or less N =S250,00I - SS00,000 Dividend (See Column C2) T Sold 12/9 J Buy 2/11 J B =Sl,001 -S2,500 C =S2,501 -S5,000 D =S5,001 - St5,000 HI =SJ,000,001 -SS,000,000 H2 =Mure than $5,000,000 K =Sl5,00J -SS0,000 L =SS0,001 - SI00,000 M =S100,00 I -S250,000 0 =$500.001 - SI ,000,000 Pl =Sl,000,001 -$5,000,000 P2 =S5,000,00I P4 =More than S50,UOO,UUO Q=Appraisal R =Cost (Real Esllll<: Only) S =Assessment U =B ook Value V =Other W=Estimated buyer/seller (if private transaction) G =S I00,00 I -SI ,000,000 P3 =S25,UOU,OO I -S50•.UOO,UUO 3. Value Method Codes J (5) Identity of. T =Cash Market - S25,000,000 E =S15,00I - $50,000 FINANCIAL DISCLOSURE REPORT Page 11 of 12 Date ol Report Name of Person Reporting 05/01/2009 Reade, Linda R. VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicutepartofReport.) PartVll---Line 56---Stock ofno value and will not appear on future reports. XCL Ltd had its registration revoked by SEC on 10/24/08 Line 77--Crop amount is for the farms listed at lines 78, 79, 81, 82, 83, 84, 86 and 91. Line 54--Shares acquired in a stock dividend Line 79--This is a payment for a utility easement on the farm from Midwest Energy FINANCIAL DISCLOSURE REPORT Page 12of12 Name of Person Reporting Date of Report Reade, Linda R. 05/01/2009 IX. CERTIFICATION. 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. 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 WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL 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 States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 SELF warmer) . A no. to FINANCIAL DISCLOSURE REPORT [233335331 zit/$32? FOR CALENDAR YEAR 2008 (5 use. app. 101-111) 1. Person Reporting (last nameI ?rst, middle initial) 2. Court or Organization 3. Date of Report Reade, Linda R. District Court ND Iowa 06/15/2009 4. Title (Article 111 judges indicate active or senior status; 53. Report Type (check appropriate type) 6. Reporting Period magistrate judges indicate fuli- or part-time) Nomination, Date 01/01/2008 US. District Judge - Active lnitiai Annual Final to El . 12/31/2008 Amended Report 7- Chambers or Of?ce Address 8. 0n the basis of the information contained in this Report and any modi?cations pertaining thereto, it is, in my opinion, in compliance U.S. C0urth0use with applicable laws and regulations. 4200 C. Street SW Cedar Rapids, IA 52404 Reviewing Of?cer Date IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete a/lpan?s, checking the NONE box for each part where you have no reportable information. Sign on last page. I. POSITIONS. (Reporting individual only; see pp. 9-13 of ?ling instructions.) I: NONE reportable positions.) POSITION NAME OF 1. Director Eighth Circuit Historical Society 2. Director Northern District of lowa Branch of Eighth Circuit Historical Society c. ll. AGREEMENTS. (Reporting individual only; see pp. I 4-16 of ?ling instructions.) NONE (No reportable agreements.) DATE PARTIES AND TERMS 1. 08/01/93 State of Iowa and me-lowa Judicial Retirement Plan. The state will pay me retirement income when I am eligible to retire Reade_Linda_R 2 Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 2of12 06/15/2009 Reade, Linda R. Ill. N0N-INVESTMENT IN COME. (Reporting individual and >pouse; see pp. 17-24 of filing in>1ructions.) A. Filer's Non-Investment Income [{] NONE (No reportable non-investment income.) INCOME SOURCE AND TYPE (yours, not spouse's) I. 2. 3. 4. B. Spouse's Non-Investment Income - Jf you were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria.) D NONE (No reportable non-investment income.) SOURCE AND TYPE I. 2008 Bradshaw Fowler Proctor & Fairgrave, PC · wages and employee benefits 2. 3. 4. IV• REIMBURSEMENTS - transportation, lodging, food, entertainment. (Includes those to spouse and dependent children; see pp. [{] NONE (No reportable reimbursements.) SOURCE 2. 3. 4. 5. 25-27 of filing instructions.) DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED FINANCIAL DISCLOSURE REPORT Page 3of12 Name of Person Reporting Reade, Linda R. V GIFTS. (Includes those to spouse und dependent children; see pp. 28-31 offiling instructions.) [Z] (No reportable gifts.) • NONE SOURCE DESCRIPTION Date of Report 06/15/2009 VALUE I. 2. 3. 4. 5. VI. LIABILITIES. [ZJ NONE (Includes those of spouse und dependent children; see pp. 32-33 offiling im·tructions.) (No reportable liabilities.) CREDITOR I. 2. 3. 4. 5. DESCRIPTION VALUE CODE Page 4of12 Reade, Linda R. VII. INVESTMENTS and TRUSTS D NONE Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - 06/15/2009 income, value, transactions onc1udes those of>pouse and dependent children; see PP· 34-60 offiling imtructiam·.J (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period Place "(X)" after each asset exempt from prior disclosun: reporting period reporting period ( including trust assets) {I) (2) (I) (2) (I) (2) (3) (4) Amount Code I Type ( e.g., Value Value Type (e.g., Date Value Gain (5) Identity of div., rent, Code 2 Method buy, sell, Month- Code 2 Code I buyer/seller (A-H) or in t.) (J-P) Code 3 redemption) Day (J-P) (A-H) (Q-W) I. US Bank Accounts A Interest L T 2. Liberty Bank Account -1 A Interest J T 3. Liberty Bank Account 2 D Interest 4. CSCO Stock 5. Medtronic Inc. Stock 6. Closed 511 J None J T A Dividend J T VanKampen Ins. Muni Inc Trust 14 A Interest J T 7. Deferred Comp Plan c lnt./Div. J T 8. -Stock Index Fund-Valic 9. -Science IO. -Putnam New Opportunity Fund-Valic None 11. -Putnam Global Gr Fund-Valic None 12. -American Cent Ultra Fund-Valic None 13. Retirement Account Pl T 14. -Schwab Money Market Fund 15. -Capmark Bank CD Buy I0/15 M 16. -Commerica Bank CD Buy I0/15 M 17. -Corp Backed Tr Gold Sachs Buy IO/I K None & Technology Fund-Valic I. Income Gain Codes: (See Columns BI and D4) 2. Value Codes (See Columns CI •nd DJ) None E Int./Div. A =$1,000 or less B =$1,00 I - $2,500 C =$2,50 I - $5,000 D =$5,001 - $15,000 F =$50,001 - $100,000 G =$100,001 - $1,000,000 HI =$1,000,001 - $5,000,000 H2 =More than $5,000,000 J =$15,000 or less K =$15,001 - $50,000 L =$50,001 - $100,000 M =$100,001 - $250,000 N =$250,001 - $500,000 0 =$500,00 I - $1,000,000 Pl =$1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000 Q =Appraisal R =Cost (Real Estlte Only) S =Assessment U =B ook Value V =Other W=Estimated P3 =$25,000,001 - $50,000,000 3. Value Method Codes (Sec Column C2) (if private transaction) P4 =More than $50,000,000 T =Cash Market E =$15,0UI • $50,000 Page 5of12 - NONE 06/l5/2009 Reade, Linda R. VII. INVESTMENTS and TRUSTS 0 Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - income, value, transactions r1nc1udes those of•po use and dependent children; see PP· 34-60 offiling imtructions.) (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets Income during Gross value at end of T ransactions during reporting period reporting period reporting period ( including trust assets) Place "(X)" after each asset exempt from prior disclosure (I ) (2) (I) (2) (I ) (2 ) (3) (4) (5) Amount Code I Type (e.g., Value Value Type (e.g., Date Value Gain Identity of div., rent, Code 2 Method buy, sell, Month- Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) 18. Sold 10/16 K 19. -Altria Group Inc Buy 12/26 J 20. -American Intl Group Inc Sold 1019 J 21. -American Tech Grp Inc 22. -Apple 23. -Authentidate Hldg Corp 24. -Oncothyreon (Biomira Inc) 25. -Blue Chip Value Fd Inc 26. -Breed Technologies 27. -Canam Uranium l I/14 J 11/4 J buy 11/IO K Buy 12/03 K 517 K Transferred (to line 28. -CleanpathRes Corp 28) Transferred (from line 29. (if private transaction) (Q-W) -ConocoPhilips 30. 27) (add'!) 31. -Corrections Cp Amer Buy (add'!) 32. Sold 10/16 K 33. Buy ll/13 K Sold 10/8 K 34. -Dodge & Cox Intl Stock Fund I. Income G a i n Codes: (See Columns B1 and 04) 2. Value Codes (See Columns Cl and 03) A =$1,000 or less B =$1,00 I -$2,500 C =$2,501 -$5,000 D =$5,001 -$15,000 F =$50,001 -SIU0,000 G =SIU0,001 -$1,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000,000 J =$15,000 or less K =$15,00I -$50,000 L =$50,001 - $100,000 M =SIU0,001 -$250,000 N 4250,00I - $500,000 0 =$500,001 -$1,000,000 Pl =$1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000 P3 =$25,000,001 - $50,000,000 3. Value Method Codes (See Column C 2) P4 =More than S50,000,000 Q=Apprn.isaJ R =Cost (Real Estate Only) S =Assessment U =Book Value V =Other W=Estimated T =Cash Market E =$ 1 5,001 -$50,000 Page 6of12 NONE 06/15/2009 Reade, Linda R. VII. INVESTMENTS and TRUSTS D Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - income, value, transactions r1nc1udes those ofspouse and dependent children; see PP· J4-6o offiling instructions.; (No reportable income, assets, or transactions.) A. B. C. D. Description of Assets Income during Gross value at end of Transactions during reporting period reporting period ( including trust assets) Place "(X)" after each asset exempt from prior disclosure reporting period (I) (2) (I) (2) (I) (2) (3) (4) (5) Amount Code I Type (e.g., Value Value Type (e.g., Date Value Gain Jde tity of div., rent, Code 2 Method buy, sell, Month- Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code3 redemption ) Day (J-P) (A-H) (Q-W) 35 . -Endologix Inc 36. -General Electric Company 37. -GEO Group Inc (formerly Wackenhut Corrections Cp) Buy (add'!) 517 K Sold I0/16 L 38. 39. -India Fund Sold 2/15 K 40. -Iowa Telecommunications Buy 7115 K 41. -Level 42. -Market Vectors Gold Miners 43. -Microsoft Buy 8/1 l L Sold (part) !Oil L 3 Communications 44. 45. -Petaquilla Minerals LTDF(formerly Adrian Resources Ltd) 46. -Provident EnergyTrust Buy 2/25 K 47. -St. Joe Company Buy 2/25 K Sold IO/I K 48. 49 . (if private transaction) -Southrnark Corp 50. -Sun Health Care 51. -Telecom Argentina SA Ordf(formerly Telecom Argentina Ord) I_ Income <;J:ain Codes: (See Columns BI •nd 04) 2. Value Codes (See Columns C l •nd D3) A =$1,000 or less B =$1,001 -$2,500 C =$2,50 I - $5,000 D =$5,001 - $15,000 F =$50,001-$100,000 G=SI00,001-$1,000,000 HI =$1,000.001 • $5,000,000 H2 =Mon: than $5,000,000 J =$15,000 or less K =$15,001 L =$50,001 - $100,000 M =$100.001 -$250,000 N =$250,001 0 =$500,001-$1,000.000 Pl =$1,000,001 -$5,000,000 P2 =$5,00Cl,001-$25,000,000 • $500,000 • $50,000 P3 =$25,000,001 - $50,000,000 3. Value Method Codes (See Column C2) P4 =Mon: than S5o,ooo.ooo Q=AppnUsal R =Cost (Real Estate Only) S =Assessment U =Book Value V =Other W =Estimated T =Cash Market E =$15.UOI - $50,000 Page 7of12 Reade, Linda R. VII. INVESTMENTS and TRUSTS D Date or Report Name or Person Reporting FINANCIAL DISCLOSURE REPORT - 0611512009 income, vu1ue, transactions r1nc1udes those of•pouse and dependent children; see PP· 14-60 offiling in•tructiom-.J NONE (No reportable income, assets, or transactions.) A. B. C. D. Description of Assets Income during Gross value at end of Transactions during reporting period reporting period reporting period (including trust assets) Place "(X)" after each asset exempt from prior disclosure (!) (2) (!) (2) (!) (2) (3) (4) (5) Amount Code l Type (e.g., Value Value Type (e.g., Date Value Gain Identity of div., rent, Code 2 Method buy, sell, Month- Code 2 Code l buyer/seller (A-H) or int.) (J-P) Code 3 redemption ) Day (J-P) (A-H) (Q-W) (if private transaction) 52. -Time Warner Inc 53. -Wal-Mart DE Cv Spn Adr F Buy 4/24 J 54. -Wells Fargo & Co Sold 10/9 L 55. -XC LLtd Closed I0/24 J 56. -Blackrock Health Sciences Fund Buy 12/11 K Sold 1n K (add'!) 57. -Capital World Growth & Income Fd CL A American Funds 58. -Fidelity Adv Eqty Growth Fund Sold 7/2 M 59. -Fidelity Adv Overseas Class T Sold 7/2 M 60. -Amercian Century Opportunity ( Kopp Sold 7/2 K Emerging Growth Fund) 61. -Matthews Pacific Tiger Fund Sold 7/1 K 62. -MFS Emerging Growth Fund Sold 712 L 63. -MFS Global Fund CL A Sold 712 K 64. -Nuveen Multi Strat Buy 2/25 L Sold 1019 K 65. 66. -Oppenheimer Global Fund Sold 712 L 67. -Putnam New Opportunties Sold 711 K 68. -Vanguard Pacific Stock Fund Sold 711 K I. Income Gain Codes: (See Columns Bl •nd D4) 2. Value Codes (See Columns Cl •nd DJ) A =$1,0UO or less B =$1.00 I F =$50,001 • $100,000 G =$100,001 • $1,000,000 · $2,500 (See Column C2) D =$5,001 -$15.000 HI =$1,000,001 H2 =More than $5,000,000 • $5,000,000 J =$15,000 or less K =$15,001 • $50,000 L =$50,00 I N =$250.00 I 0 =$500,001 • $1,000,000 Pl =$1,000,001 - $5,000,000 • $500,000 • $100,000 M =$100,00I - $250,000 P2 =$5,000,00 I P4 =More than $50,000,000 P3 =$25,000,001 -$50,000,000 3. Value Method Codes c =$2,501 -$5,000 Q =Apprahial R =Cost (Real Estate Only) S ""Assessment U =Book Value V =Other W =Estimated T =Cic;h Market • $25,000,000 E =S 15,001 - $50,000 Page 8of12 NONE 06/15/2009 Reade, Linda R. VII. INVESTMENTS and TRUSTS D Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT - income, vatue, transactions r1nc1udes those ofspouse and dependent children; see PP· 34-60 offiling imtructions.J (No reportable income, assets, or transactions.) Income during C. Gross value at end of reporting period reporting period A. Description of Assets B. (including trust assets) Place "(X)" after each asset exempt from prior disclosure D. Transactions during reporting period ( 2) Date (3) Value Method Type (e.g., buy, sell, Month- Code2 Code3 redemption) Day (J-P) (1) Amount Code I (2) Type (e.g., (1) Value (2) Value div., rent, Code2 (A-H) or int.) (J-P) (1) (4) Gain 1 buyer/seller (A-H) (if private transaction) Code (Q-W) 69. -General Growth PPTYS 70. -Audible Sold 2/5 J 71. -Laudus Equity Fund Sold 10/8 K 72. -Sirius Sat. Radio Transferred 7/30 J 7/30 J Buy 12/26 K Buy 4/16 K (5) Identity of (from line 73) 73. -XM Satellite Radio Transferred (to line 72) 74. -Annaly Cap Mgmt REIT 75. McVean Trading and Investment A 76. Farming Operation Crops E 77. -Farm l Dallas Co., IA 78. -Farm 3 Dallas Co. IA D 79. -Farm 5 Adair Co, IA D 80. -Farm 81. K T M w Royalty L w Rent M w 6 Adair Co, IA M w -Farm 7 Adair Co, IA L w 82. -Farm 8 Adair Co, IA L w 83. -Farm 9 Adair Co, IA L w 84. -Farm l 0 Adair Co, IA M w 85. -Farm 11 Adair Co, IA K w I. Income Gain Codes: (See Colwnru; Bl and 04) 2. Value Codes (See Colwnru; Cl ond 03) D (See Column C2) Rent A=$1,000 or less B =$1,00 I - $2,500 C =$2,501 - $5,000 D =$5,001 -$15,000 F =$50,001 - SIU0,000 G =$ I U0,00 I HI =$1,000,001 - $5,000,000 H2 =More than $5,000,000 - $1,000,000 J =$15,000 or less K=$15,00I - $50,000 L =$50,001 - SI 00,000 M =$100,00 I - $250,000 N =$250,001 - $500,000 0 =$500,001 - $1,000,000 Pl =$1,000,001 - $5,000,000 P2=$5,000,001 -$25,000,000 Q=Appr•isol R =Cost (Real Estate Only) S =Assessment U =Book Value V=Otber W =Estimated P3 =$25,000,001 3. Value Method Codes lnt./Div. - $50,000,000 P4 =More than $50,000,000 T =Cash Market E =$15,001 - $50,00li Page 9of12 Reade, Linda.R. VII. INVESTMENTS and TRUSTS D - 06/15/2009 income, vatue, transactions r1nc1udes those of>pouse and dependent children; see PP· 34-60 offiting in tructions.J NONE (No reportable income, assets, or transactions.) A. B. C. D. Description of Assets Income during Gross value ai end of Transactions during reporting period Place "(X)" after each asset exempt from prior disclosure reporting period· reporting period (including trust assets) (2) Date (3) Value· (4) Gain (5) Identity of Method (I ) Type (e.g., buy, sell, Month- Code 2 Code I buyer/seller Code3 redemption) Day (J-P) (A-H) (1) Amount Code I (2) Type (e.g., (I) Value (2) Value div., rent, Code 2 (A-H) or int.) (J-P) (Q-W) 86. -Farm 14 Adams Co, IA D Rent M w 87. -Farm 15 Adams Co, IA D Rent L w 88. -Farm 18 Adams Co, IA B Rent K w 89. -Farm 19 Taylor County, IA B Rent K w 90. Farm 20 Decatur County, IA J w 91. Cincinnati Life Insurance Whole Life Policy None M T 92. Mineral lnterest,Dallas County, IA D Royalty J T Royalty Interest, Bowman County, North B Royalty J T A Dividend Pl Q None K u 93. Dakota 94. Liberty Banshares Inc(Appraisal 12/31/08) 95. Ben Con Properties LLC 96. Towne View Apartments, LTD A Interest J u 97. Phoenix-Tuson Ranch LLC A lnt./Div. K T 98. Safe None K T 99. Tyco B ulkers Inc. A Covidien LTD A lnt./Div. 102. l. I ncome Gain C odes: (See Columns BI and 04) 2. Value Codes (See Columns Cl and 03) (See Column C2) Buy 7/21 K Buy 215 J Sold 9/10 J Buy 1/5 J Sold 12/9 J A =$1,UOU or less B =$1,001 -$2,500 C=$2,50 I - $5,000 0 =$5,001 - $15,000 F =$50,001 - $!00,000 G =$ I00,00 I . $I ,000,000 HI =$1.000,001 - $5,000,000 H2 =More than $5,000,000 J =$15,000 or less K =$15,001 - $50,000 L =$50,001 - SI00,000 M=$100,001 - $250,000 N =$250,001 - $500,000 0 =$500,001 - $1 ,000,000 P l =S l,000,001- S5,000,000 P2 =$5,000,0UI - $25,000,000 Q =Appraisal R =Cost (Real Estate Only) S =Assessment U =Book Value V=Otber W =fa:timated P3 =S25,000,00I - $50,000.000 3. Value Method Codes (if pri vate transaction) lnt./Div. JOO. IOI. Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT P4 =More than $50.UOO.OOO T =Cash Market E =$15,001 - $50,000 Page 10of12 0611512009 Reade, Linda R. VII. INVESTMENTS and TRUSTS D Date of Report N eme of Person Reporting FINANCIAL DISCLOSURE REPORT - income, vatue, transactions r1nc1udes those ofspouse and dependent children; see PP· 34-60 offiling instructions.; NONE (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period reporting period (including trust assets) Place "(X) " after each asset exempt from prior disclosLire reporting period (I) (2) (I) (2) (1) (2) (3) (4) (5) Amount Code I Type (e.g ., Value Value Type (e.g., Date Value Gain Identity of div., rent, Code2 Method buy, sell, Month· Code2 Code I buy.er/seller (A·H) or int.) (J-P) Code 3 redemption) Day (J-P) ( A-H) 103. Provident Energy I. Income Gain Codes: (See Columns BI and D4) 2. Value Codes (See Columns Cl and 03) B (See Culumn C2) T Buy 2/11 A=$ J ,000 or less B =$1,00 I c =$2,501 -$5.000 D =$5,001 -$15,000 F =$50,001 G =$100,001 - $1,000,000 HI =$1,000,001- $5.000,000 H2 =More than $5,000,000 J =$15.000 or less K =$15,001 L =$50.001 • $100.000 M =$100,00 I - $250,000 N =$250,00 l - $500,000 0 =$500.001 -$1,000.000 Pl =$1.000.001 -$5,000,000 P2 =$5.000.001 -$25,000.000 • $100,000 P3 =$25.000,001 3. Value Method Codes Dividend • • $2.500 • $50,000 $50.000,000 P4 =More than $50.ooo.ooo Q =Appraisal R =Cost (Real Estate Only) S =Assessment U =Book Value V =Other W=Estimated (if private transaction) (Q·W) T =Cash Market E =$15.001- $50.000 FINANCIAL DISCLOSURE REPORT Page 11of12 Date of Report Name of Person Reporting 06/15/2009 Reade, Linda R. Vlll. ADDITIONAL INFORMATION OR EXPLANATIONS. (Jndicate partofReport.) PartVll---Line 55--Stock of no value and will not appear on future reports. XCL Ltd had its registration revoked by SEC on 10/24/08 Line 76--Crop amount is for the farms listed at lines 77, 78, 80, 81, 82, 83, 85 and 90 Line 53--Shares acquired in a stock dividend Line 78--This is a payment for a utility easement on the farm from Midwest Energy FINANCIAL DISCLOSURE REPORT Page 12of12 Name of Person Reporting Date of Report Reade, Lint!_a R. 06/15/2009 IX. CERTIFICATION. 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 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 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. Signat NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSI 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 States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544