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AO JO

Rev.

112013

FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2012

I. Person Reporting (last name, first, middle initial) 2. Court or Organization

Jackson, Amy

B.

United States District Court for the District of Columbia

4. Title (Article Ill judges indicate active or senior status; Sa. Report Type (check appropriate type) magistrate judges indicate full- or part-time)

D

Nomination Date

District Judge - active

D

Initial

[{]

Annual

D

Final Sb.

D

Amended Report

7. Chambers or Office Address

United States District Court for the District of Columbia

300

Constitution Avenue, N.W.

Washington, D.C.

20001

Report Required by the Ethics in Government Act of 1978 (5

U.S.C. app

..

H 101-111)

3. Date of Report

05/06/2013

6. Reporting Period

01/01/2012

to

12/31/2012

IMPORTANT NOTES:

The instructions accompanying this form mu�·t be followed. Complete all parts, checking the

NONE

box for each part where you have no reportable information.

1. POSIT! 0 NS.

(Reporting individual only; see pp.

9-13

of filing instructions.)

[{]

NONE

(No reportable positions.)

POSITION

l .

2.

3.

4.

5.

11. AGREEMENTS.

(Reporting individual only; see pp. 14-16 of filing instmctions.)

D

NONE

(No reportable agreements.)

NAME OF ORGANIZATION/ENTITY

PARTIES AND TERMS

l . May

2008

Trout Cacheris Am. and Restated Operat'g Agreem't provides payout of withdrawing Member's Capital Acct over

3

year period (no control). Payout began in

2011.

2.

3.

(2)

FINANCIAL DISCLOSURE REPORT

Page 2of10

Name of Person Reporting

Jackson, Amy B.

III. NON-INVESTMENT IN CO ME.

(Reporting individ11al and spo11se; see pp.

17-14

of filing instr11ctions.)

A. Filer's Non-Investment Income

[{]

NONE

(No reportable non-investment income.)

SOURCE AND TYPE

I.

2.

3.

4.

B.

Spouse'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

Date of Report

05/06/2013

INCOME

(yours, not spouse's)

I.

2012 Kelley Drye,

LLP (law firm

partnership income; partnership concluded 7/31/2012) 2.

3.

4.

IV. REIMBURSEMENTS

-

transportation, /odging,food, entertainment.

(Includes those to spouse and dependen1 cliildren; see pp.

25-27 qf

filing instructions.)

[{]

NONE

(No reportable reimbursements.)

SOURCE

DATES

LOCATION

I.

2.

3.

4.

5.

(3)

FINANCIAL DISCLOSURE REPORT

Page 3of10

Name of Person Reporting

Jackson, Amy 8.

V. GIFTS.

(lnc/11des those to spo11se and dependent children; see pp. 28-31 of filing instructions.)

[{]

NONE

(No reportable gifts.)

SOURCE

DESCRIPTION

I.

2.

3.

4.

5.

VJ. LIABILITIES.

(includes those

of spouse and dependent

children; see

pp.

32-33

of filing i

ns

t

ru

ction

s

.)

D

NONE

(No reportable liabilities.)

CREDITOR

DESCRIPTION

College tuition 2011-12

2.

11)\i

College tuition 2011-12

3.

College tuition 2012-13

4.

ft;

College tuition 2012-13

5.

Date of Report

05/06/2013

VALUE

VALUE CODE

K

K

K

K

(4)

FINANCIAL DISCLOSURE REPORT

Page 4of10

Name of Person Reporting

Jackson, Amy B.

Date of Report

05/06/2013

VII. INVESTMENTS and TRUSTS

--income, value, transactions r1nc1udes those of spouse and dependent children; see PP· J4-6o of filing instructions.)

D

NONE

(No reportable income, assets, or transactions.)

A.

B.

c.

Description of Assets Income during Gross value at end (including tmst assets) reporting period of reporting period

(I) (2) (I) (2)

(I)

Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell,

(A-H) or int.)

(J-P)

Code3 redemption)

(Q-W)

I. Capital One (formerly Chevy Chase Bank) A Interest J T

2. CaptiaI One Young Savers Accounts A Interest J T

3. CD Captial One, 13 month A Interest J T

4. CD Captial One, 13 month A Interest J T

5. Trout Cacheris Capital A ccount None

K

T Distributed

(part) 6. Distributed (part)

7.

Distributed (part) 8. Distributed (part) 9. FPCIZ A Dividend L T

JO.

c

Distribution

JI.

GRSPX None Sold

12. TFSMX None Sold

13. lVAEX None Sold

14. GHAIX None Buy

(add'!)

15. Sold

(part)

16. Sold

17. SGIIX A Dividend L T

I. Income Gain Codes:

A

=$1.000 or less 13=$1,001-$2.500 c 42.501 • $5.000

(Sec Columns BI and 04) F =$50.001 - $100.000 G =$100,00 I - $1.000.000 HI =$1.000.001 · $5,000.000

2. Value Codes J =$15.000 or less K =$15,001 • $50.000 L =$50,001 - $100.000

(Sec Columns Cl and 03) N =$250,00 I • $500.000 0 =$500,00 I - $1,000.000 Pl 41.000.001 • $5,000.000

1'3 =$25.000.00 I • $50.000.000 P4 •·More than $50.000,000

3.

Value Method Codes

Q ::Apprni!inl

(Sec Column C2) U =Book Value

R

==Cost (Real

Eslatc

Only)

V

=Other

S =Assessment

W =· Estimaled

D.

Transactions during reporting period

(2) (3) (4)

(5)

Date Value Gain

Identity

of mm/dd/yy Code2 Code I buyer/seller

(J-P)

(A-H)

(if private

transaction) 02/22/I2 J 05/24/12 J 08/28/12 J I I/21/I2 J 03/06/12 J A 04/12/12

K

A 04/11/12

K

04/11/12

K

10/11/12

K

A

J

1/29/12

K

A D =$5.001 • $15.000 E =$15.001 • $50.000 H2 =

M

ore than $5.000.000 M =$100.00t - $250.000 P2 =$5.000.001 - $25.000.000 T :=Cash Mark�1
(5)

FINANCIAL DISCLOSURE REPORT

Page 5of10

Name of Person Reporting

Jackson,

Amy

B.

Date of Report

05/06/2013

VII. INVESTMENTS and TRUSTS

-income, va111e, transactions r1nc1udes those o

f

spouse and dependent children; see PP·

34-60

of filing instructions.)

D

NONE

(No reportable income, assets, or transactions.)

A. B. c. D.

Description of Assets Income during Gross value at end Transactions during reporting period (including trust assets) reporting period ofreporting period

(I)

(2) (1) (2) (I) (2)

(3)

(4)

(5)

Place "(X)" after each asset Amount Type(e.g., Value Value Type (e.g., Date Value Gain ldentity of exempt from prior disclosure Code

I

div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code

3

redemption) (J-P) (A-H) (if private

(Q-W)

transaction)

18.

B Distribution

19.

ISTIX A Distribution L T Sold

10/18/12

K

c

(part)

20.

TGLMX A Dividend

K

T Buy

06/21/12

J

21.

Buy

07/31/12

J

22.

RYOTX None Sold

07/31/12

J A

23.

ODVYX A Dividend L T

24

. MICSX B Dividend L T

25.

TTRZX

c

Dividend L T

26.

A Distribution

27.

MFLDX A Distribution L T Buy

09111/12

K

(add'l)

28.

MOO A Dividend J T

29.

YACKX B Dividend M T

30.

A Distribution

31.

PAUIX B Dividend J T

32.

DBL TX B Dividend

K

T

33.

VIG

c

Dividend M T

34.

MERDX A Dividend Sold

09119112

K

A

I. Income Gain Codes: A =$ l.000 or less B =$1 .oot -$2.soo c =$2.501 • $5.000 0=$5.001-$15.000 E =$15.001-$50.000

(Sec Columns ll 1 and D4) F =$50.001 - $100.000 G =$100.00 I -$ t.000.000 111 =$1,000.001 -$5.000.000 JJ2 =More than $5.000.000

2. Value Codes J =$15.000 or Jess K=$15,00I -$50,000 L =$50.001 -$100.000 M =$100.001 - $250.000

(Sec Columns CI and 03) N =$250.001 - $500.000 0 =$500,00 I - $ t .000.000 Pl =$1.000,001 - $5,000,000 P2 =$5.000.001 - $25.000.000

P3 =$25.000.001 -$50.000.000 P4 =More than $50.000.000

3. Y01luc Method Codes Q =Appraisal R =Cos1 (Real Estate Only) S =Assessment T =Cash Market

(6)

FINANCIAL DISCLOSURE REPORT

Page 6of10

Name of Person Reporting

Jackson, Amy B.

Date of Reporl

05/06/2013

VII. INVESTMENTS and TRUSTS

-

-

income, value, transactions (Includes those of spouse and dependent children; see PP·

34-60

of filing instructions.)

D

NONE

(No reportable income, assets, or transactions.)

A. B. c. D.

Description of Assets Income during Gross value at end Transactions during reporting period (including tmst assets) reporting period of reporting period

(I) (2) (I) (2) (I) (2) (3)

(4)

(5)

Place

"(X)"

afler each asset Amount Type (e.g., Value Value Type (e.g., Date

Value

Gain

Identity

of exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, mm/dd/yy Code2 Code I buyer/seller (A-H) or int.)

(J-P)

Code 3 redemption)

(J-P)

(A-H) (if private

(Q-W)

transaction) 35. c Distribution 36. GLRIX B Dividend L T 37. LCM AX None Sold 03/06/12 K A 38. THOPX B Dividend L T 39. A Distribution 40. Buy 03/06/12

J

(add'!) 41. Sold

I

0/15112

J

A (part) 42. Buy 10/18/12 K (add'!)

43. VDIGX B Dividend M

T

Buy 03106112 K

44. Buy 04/11112 K

(add'!)

45. Buy 11/29/12 K

(add'!)

46. HIEMX A Dividend K T Buy 10/11/12 K

47. A Distribution

48. Buy 11/29/12 K

(add'!)

49. NMCIX None K T Buy 12/19/12 K

50. CWGCX A Dividend K T

51. MDFGX None K T

I. Income Gain Codes: A =$ J .000 or Jess ll =$1,001 -$2.500 C =$2.50 I - $5.000 0=$5.001-$15.000 E =$15.001 - $50.000

(Sec Columns Bl and 04) F =$50.001 - $100,000 G =$100,001 - $1.000.000 111 =$1.000.001 - $5.000.000 112 =More than $5.000.000

2. Value Codes J =$15,000 or less K =$15,001 - $50.000 L =$50.001 - $JOO.OOO M =$100.00 I -$250,000

(Sec Colunms Cl and D3) 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

P3 =$25.000.00 I - $50.000.000 P4 =More than $50.000.000

3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cosh Markel

(7)

FINANCIAL DISCLOSURE REPORT

Page 7of10

Name of Person Reporting

Jackson, Amy B.

Date of Report

05/06/2013

VII. INVESTMENTS and TRUSTS

-income, ,,a1ue, transactions r1nc111des those of spouse and dependent children; see PP·

34-60

offilinc instructions.)

D

NONE

(No reportable income, assets, or transactions.)

A.

B.

c.

0.

Description of Assets Income during Gross value at end Transactions during reporting period (including trnst assets) reporting period of r eponing period

(I) (2) (I) (2) (I) (2) (3)

(4)

(5)

Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of exempt from prior disclosure Code I div., rent, Code2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) (J-P) (A-H) (if private

(Q-W)

transaction)

52.

MCFGX A Dividend K T

53.

MDLOX A Dividend K T

54.

MCLOX A Dividend L

T

55.

BRECX A Dividend J T

56.

ECG IX None L T

57.

ECHSX A Distribution J T

58.

FERCX A Dividend K T

59.

FAVCX A Dividend J T

60.

FBTCX None J T

61.

FNICX None L T

62.

HWLCX A Dividend J T

63.

OEGCX None K T

64.

LGVAX A Dividend J T

65.

RFCI7A None K T

66.

Schwab Money Market Fund A Interest J T

67.

ML Bank Dep Prog/lAXX - FIA Card SVS A I nterest K T

NA RASP MONEY MKT

68.

FGCKX A lnt./Div. Sold

12/04/12

K

I. Income Gain Codes: A =$ 1.000 or less B=$1.00t -$2.500 c =$2.501 -$5.000 D=$5.00i -$15.000 E =$t5.00t -$50.000

(Sec Columns Bl and 04) F =$50.001 -$100.000 G =$100.001 -$1.000.000 HI =$1.000.001 -$5.000.000 H2 =.More than $5.000.000

2. Valoc Codes J =$ t 5.000 or less K =$15.001 -$50.000 L =$50.00 t -$ t 00.000 M =$100.001 -$250.000

(See Columns Cl and 03) N =$250.00t -$500.000 0 4500.00t - $1.000.000 Pt =$1.000.00t -$5,000.000 P2 =$5.000.001 -$25.000.000

P3 =$25.000.001 -$50.000.000 1'4 =More than $50.000.000

3. Value Method Codes Q =Appraisal R =Cost (Real Estalc Only) S =Assessment T =Cash Markel

(8)

FINANCIAL DISCLOSURE REPORT

Page 8of10

Name of Person Reporting

Jackson, Amy B.

Date of Report

05/06/2013

VII. INVESTMENTS and TRUSTS

-income, v�lue, transactions (Includes those of spouse and dependent children; see PP·

34-60

of filing instructions.)

D

NONE

(No reportable income, assets, or transactions.)

A. B. c. D.

Description of Assets Income during Gross value at end Transactions during reporting period

(including trnst assets) reponing period of reporting period

(I)

(2)

(I)

(2)

(I)

(2) (3)

(4J

(5)

Place "

(

X

)

" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of

exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, mm/dd/yy Code2 Code I buyer/seller

(A-HJ or int.) (J-P) Code3 redemption) (J-PJ (A-HJ (if private

(Q-W) transaction)

69.

FXSIX

A

lnt./Div. Sold 12/04/12 K

70. FFKDX

A

lnt./Div. Sold 12/04/12

J

71. FXSTX

A

lnt./Div. Sold 12/04/12 K

72. FID MGD INC PORT

A

lnt./Div. Sold 12/04/12

J

73. DC College Savings Plan

J

7+ None K T

74. DC College Savings Plan 17+ None K T

75. State of Israel Bonds B Interest

L

T

76. Wachovia Bank

$

B Interest M T

77. Wells Fargo Bank account

A

Interest

J

T

78. 7

9

. 80. 81. 82. 83. 84. 85.

I. rncomc Gain Codes: A =$1.000 or less B=$1,001-$2.500 c =$2.501 - $5.000 D =$5.001 - $15.000 E =$I 5.001 - $50.000

(Sec

Columns Bl and D4) � =$50.001 - $100.000 G =$100.00 I - $I .000.000 111 =$1.000.001 -$5.000.000 H2 =More than $5,000.000

2. Value Codes J =$15,000 or less K =$15,001 • $50.000 L =$50.00t - $100.000 M =$100.001 - $250,000

(Sec

C�lumns CJ and

03)

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

P3 =$25.000.001 -$50.000.000 P4 =More than $50.000.000

3. Value Method Codes

Q

=Appraisal R =Cost (Real Estate Only)

S

=Assessment T =Cash Market
(9)

FINANCIAL DISCLOSURE REPORT

Page 9of10

Name of Person Reporting

Jackson, Amy B.

Date of Report

05/06/2013

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.

(lndicate partofreport.) Concerning L Positions:

The positions listed in the 2011 report concluded during 20 I I; Trout Cacheris membership ended 3/31/11 and Personal Representative of Estate position ended 9/30/11. This is also why Assets in Estate A, listed on line 123 of the 201 I report, are not listed in 2012.

Concerning VII. Investments and Trusts:

Line 5: Trout Cacheris Capital Account is being paid out quarterly over a three year periot, in increments of $8250, per the Operating Agreement. Assets listed on lines 113-117 of the 201 I report were all funds held in Kelley Drye!'

IRA at Charles Schwab on December 4, 2012. See lines 68-72. No reportable gain.

(10)

FINANCIAL DISCLOSURE REPORT

Page 10of10

Name of Person Reporting Date of Report

Jackson, Amy B. 05/06/2013

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.

Signature:

s/

Amy

B. Jackson

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT

TO

CIVIL

AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

Committee on Financial Disclosure

Administrative Office of the United States Courts

Suite 2-301

One Columbus Circle, N.E.

Washington, D.C. 20544

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