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03/2000) Executive Branch Personnel PUBLIC FINANCIAL DISCLOSURE REPORT Form Approved:
OMB No. 3209 - 0001
5 C.F.R. Part 2634
U.S. Office of Government Ethics
Date of Appointment, Candidacy, Election, Reporting Incumbent Calendar Year New Entrant, Termination Termination Date (IfAppli-
or Nomination (Month Day, Year) Status
~
Covered by Report Nominee, or 0 Filer D cable) (Month. Day. Year) Fee for Late Filing
Any individual who is required to file
01/20/2009
(Check Appropriate
Boxes)
Last Name
1 2009 1 Candidate
//{ f~/~
Schedule A--The reporting period
made on this form and all attached
schedules are true, complete and correct 5-/2..- 10 for income (BLOCK C) is the preceding
calendar year and the current calendar
to the best of my knowledge.
!/' year up to the date of filing. Value assets
as of any date you choose that is within
Other Review
(If desired by
Signaturepf Other Reviewer
L Date (Month, Day, Year)
31 days of the date of filing.
~.~
agency)
Schedule B-Not applicable.
~j.~~ Sf \~ llCJ
Schedule C, Part I (Liabilities)--The
Agency Ethics Official's Opinion Signature of Designated Agency Ethics Official/Reviewing Official Date (Month. Day, Year) reporting period is the preceding calendar
year and the current calendar year up to
_~-h- ~~
On the basis of infonnation contained in this
report, I conclude thnt the filer is in compli:mce any date you choose that is within 31 days
with applicable laws and regulations (subject to
S· 11, l.tJ of the date of filing.
"
aTly comments in the box below),
Sig(1atur~
(~
Schedule C, Part II (Agreements or
Office of Government Ethics /' Date (Month, Day, Year)
Arrangements)-Show any agreements or
Use Only
"--.J /if;;1 ~~ -L J
.r-
-17-/ I'>
arrangements as of the date of filing.
Assets and Income Valuation of Assets Income: type and amount. If "None (or less than $201)" is
at dose of reporting period checked, no other entry is needed in Block C for that item.
0 0 "d
0 0 0 0 ~ ,....,
~
0
ing period, or which generated more than 200
in income during the reporting period, together c:.
......
0
0
0
0
0
0
0
0
..........;:l 0
N
0
0
0
0 Other Date
0 0 0 0
with such income. V}
0 0 0 0 ~
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~ 0
0
0 0
0
0 0 oj<
0
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c:. (Specify Yr.)
ell 0
For yourself, also report the source and actual .c:
0 0 0 0 0 0 lI"l 0 E1
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.c:
0 0 0 0 0 0 Type &
0 0 0 0 O. 0 lI"l N V}
0 ...... ...... 0 0 0 0 0 o. lI"l
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amount of earned income exceeding $200 (other ...... o. 0 ,...., 0
V} V} CI)
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Only if
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0
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than from the u.s. Government). For your spouse, CI) ,...., lI"l lI"l ......
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CI)
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0 V}
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report the source but not the amount of earned ~ V} I
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...... ,...., ,...., ,....,. 0 0
0
0
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0 0lI"l
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o. 0
income of more than $1,000 (except report the ,s I ,....,
actual amount of any honoraria over $200 of
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~ ~
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your spouse). ~ lI"l' c:. 0 ......
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Central Airlines Common x x x
1------------ .- .- - .- :- ,-
Examples DoeJones&Smith, Hometown,State
1-
~I-I-
!-- f- f- 1--
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,- .-
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Law Partnership
.- - - -
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1------------ ,- - .- f- f- 1--
'- .- .- 1- !-- f- f- ,..-- ,- - >-
Income 5130,000
.- .- .- 1_1=
f- 1-- 1----
Kempslone Equity Fund
1------------
IRA: Heartland Index Fund
500
.- - =1=1 x i-- f- f-
x
1--
x
.- - ,- I -
x =1= !-- f- f- ~-
x
x
f- f- >- 1-- .- - - - 1----
1
UNITED STATES SENATE FEDERAL CREDIT
UNION - SAVINGS X X
2 SUNTRUST BANK - CHECKING
X X
4
J - WILMINGTON TRUST - CHECKING
X X
5
S - WILMINGTON SAVINGS FUND SOCIETY-
CHECKING X X
* This category applies only if the asset/income is solely that of the filer's spouse or dependent children. If the asset/income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate.
Assets and Income Valuationo f Assets Income: type and amount. If "None (or less than $201)" is
at close of reporting period checked, no other entry is needed in Block C for that item.
...... 0
q 0
0 0 c5 0 0 0
Other Date
...... 0 0 0
0
c5 c5
0
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""::: 0
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4
2) AIM VI INTERNATIONAL GROWTH
X X X
5
3) DREYFUS IP TECHNOLOGY GROWTH
X X X
* This category applies only if the asset/income is solely that of the filer's spouse or dependent children. If the asset/income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate.
Prior Editions Cannot Be Used. OGEIAdobe Acrobat version 1.0.2 (l110 1I2004
SF 278 (Rev. 0312000)
5 C.F.R. Part 2634
U.S. Office of Government Ethics
Reporting Individual's Name Page Number
BIDEN, JOSEPH, R., JR.
SCHEDULE A continued
(Use only if needed) 4 of 9
Assets and Income Valuation of Assets Income: type and amount. If "None (or less than $201)" is
at close of reporting period checked, no other entry is needed in Block C for that item.
.-<
0 0
0
0
°
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0
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q 0
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1
8) MFS VIT UTILITIES X X X
2
9) SBL MID CAP GROWTH
X X X
3
10) SBL MID CAP VALUE
X X X
4
11) SBL SMALL CAP VALUE
X X X
q
S - TO BANK - CHECKING
X X
* This category applies only if the asset/income is solely that of the filer's spouse or dependent children. If the asset/income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate.
Assets and Income Valuation of Assets Income: type and amount. If "None (or less than $201)" is
at close of reporting period checked, no other entry is needed in Block C for that item.
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1 PENSION
S - DE STATE PENSION, DEFINED BENEFIT PYMT Spouse
PLAN (Value not readily ascertainable) $31,995
2
J - WILMINGTON SAVINGS FUND SOCIETY-
X X
SAVINGS
3
MASS MUTUAL WHOLE LIFE INSURANCE
X X X
POLICY
4
MASS MUTUAL WHOLE LIFE INSURANCE
X X X
POLICY
5
MASS MUTUAL WHOLE LIFE INSURANCE
POLICY
X X X
6
MASS MUTUAL WHOLE LIFE INSURANCE
X X X
POLICY
7
MASS MUTUAL WHOLE LIFE I'NSURANCE
POLICY
X X X
8
MASS MUTUAL WHOLE LIFE INSURANCE X X X
POLICY
q
S - NEW CASTLE COUNTY SCHOOLS
X X
EMPLOYEE FCU - SAVINGS
* This category applies only if the asset/income is solely that of the filer's spouse or dependent children.
If the asset/income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate.
Prior Editions Cannot Be Used. OGEIAdobe Acrobat version 1.0.2 (1110 1I200~
SF 278 (Rev. 03/2000)
5 C.F.R. Part 2634
U.S. Office of Government Ethics
Reporting Individual's Name Page Number
BIDEN, JOSEPH, R., JR.
SCHEDULE A continued
(Use only if needed) 6 of 9
Assets and Income Valuationof Assets Income: type and amount. If "None (or less than $201)" is
at close of reporting period checked, no other entry is needed in Block C for that item.
...
I 0 0
,..-j ,..-j Q'l-
~
OJ 0 q 0 0 0 0 ....OJ q0 .... OJ
.... 0 ~
1
S - NEW CASTLE COUNTY SCHOOLS X X
EMPLOYEE FCU - CHECKING
2 S - WELLS FARGO ADVISORS - CASH ACCT
X X
3 TEACHING
S - NORTHERN VA COMMUNITY COLLEGE, SALARY
ANNANDALE, VA SPOUSE
4
S - WILMINGTON SAVINGS FUND SOCIETY-
X X
CHECKING
5
S - WILMINGTON SAVINGS FUND SOCIETY-
X X
CERTIFICATES OF DEPOSIT
6
S - COMMONWEALTH OF VA, 457
X X X
DEFERRED COMP- Balanced Growth Fund
7
S - COMMONWEALTH OF VA, 401(a) CASH
X X X
MATCH PLAN - Balanced Growth Fund
8
C)
* This category applies only if the asset/income is solely that of the filer's spouse or dependent children.
If the asset/income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate.
Part I: Transactions
Report any purchase, sale, or exchange Do not report a transaction involving None 12]
by you, your spouse, or dependent property used solely as your personal
children during the reporting period of any residence, or a transaction solely between Transaction Amount of Transaction (x)
you, your spouse, or dependent child. Type (x)
real property, stocks, bonds, commodity , , 4-<
'0
futures, and other securities when the Check the "Certificate of divestiture" block Date , , , ,0
,..,0
(!S ,..,0 ""0
00
,..,0
00
0
0 0
",'"....
(Mo., '0 ,..,0 ,..,0 0 00 00 0 ~
amount of the transaction exceeded $1,000. to indicate sales made pursuant to a "c: ' 0 ,..,0 ,..,0 00. 0 00 0.0 <Ii;:!
Include transactions that resulted in a loss. certificate of divestiture from OGE. "'"
on OJ
Day, Yr.) ,..,0 0 0
00 00
00
o.0.
00 00
00 00 00
·0 6 66
00
00
00
00
00
0
0
.... q 5~
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00 0 6
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Identification of Assets
::J
a.
"iii
(j) w ""LI"l LI"l"" ""N NLI"l LI"l"" >,....i'
0",
~v) "'N NLI"l "'.~
>LI"l
Y>Y> Y>""
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I
Example Central Airlines Common x 211199 x
1
*This category applies only if the underlying asset is solely that of the filer's spouse or dependent children. If the underlying asset is either held
by the filer or jointly held by the filer with the spouse or dependent children, use the other higher categories of value, as appropriate.
Part II: Gifts, Reim burs emen ts, and Travel Expenses
For you, your spouse and dependent children, report the source, a brief descrip- the U.S. Government; given to your agency in connection with official travel;
tion, and the value of: (1) gifts (such as tangible items, transportation, lodging, received from relatives; received by your spouse or dependent child totally
food, or entertainment) received from one source totaling more than $260, and independent of their relationship to you; or provided as personal hospitality at
(2) travel-related cash reimbursements received from one source totaling more the donor's residence. Also, for purposes of aggregating gifts to determine the
than $260. For conflicts analysis, it is helpful to indicate a basis for receipt, such total value from one source, exclude items worth $104 or less. See instructions
as personal friend, agency approval under 5 U.S.c. § 4111 or other statutory for other exclusions.
authority, etc. For travel-related gifts and reimbursements, include travel itinerary,
dates, and the nature of expenses provided. Exclude anything given to you by None 0
Source (Name and Address) Brief Description Value
Examples;~~t'l
_Assn.
__ of Rock
_ Collectors,
_ _ _NY, _NY
____ Airline ticket. hotel room & meals incident to national conference 6/15/99 (personal activity unrelated to duty) $500
Frankjones, San FranCiSCO, CA - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -$300
Leather briefcase (personal friend)
---
1
Margaret Spanel, Hightstown, NJ First edition copy of "Anna Livia Plurabelle" by James Joyce, signed by author $3,500
2
Congressional Black Caucus Foundation, Wash., DC Complimentary participation in charity golf tournament $750
3
1
US SENATE FEDERAL CREDIT UNION SIGNATURE NOTE WITH MONTHLY
PAYMENTS
2007 9.99% 5YRS
X
2
WILMINGTON SAVINGS FUND LINE OF CREDIT 2008 7.5% 10YRS
X
3
J - WILMINGTON SAVINGS FUND HOME EQUITY LOC 2005 PRIME
10YRS
X
4 SUN NATIONAL BANK, DE CO-SIGNER WITH SON ON LOC, RENEWABLE
EVERY 2 YEARS 1989 PR + 1 2YRS
X
5 MASS MUTUAL LIFE INSURANCE COMPANY
POLICIES BOUGHT BETWEEN 1969 AND 1983
LOANS AGAINST CASH VALUE OF POLICIES 1983 5-8% LIFE
X
*This category applies only if the liability is solely that of the filer's spouse or dependent children. If the liability is that of the filer or a joint liability of the filer
with the spouse or dependent children, mark the other higher categories, as appropriate.
Pursuant to partnership agreement, will receive lump sum payment of capital account & partnership share Doe Jones & Smith, Hometown, State
Example
I calculated on service performed through 1100.
7/85
Part II: Compensation in Excess of $5,000 Paid by One Source Do not complete this part if you are an
Incumbent, Termination Filer, or Vice
Report sources of more than $5,000 compensation received by you or your non-profit organization when Presidential or Presidential Candidate.
business affiliation for services provided directly by you during anyone year of you directly provided the
the reporting period. This includes the names of clients and customers of any services generating a fee or payment of more than $5,000. You
corporation, firm, partnership, or other business enterprise, or any other need not report the U.S. Government as a source. None D
Source (Name and Address) Brief Description of Duties
Examples; ~~_ Jones
_&_ Smith,
_ Hometown,
_ _ _State _____________ Legal services
Metro University (client of Doe Jones & Smith), Moneytown. State
-LegaJ
-- --
services - - -with
in connection -university
- - -construction
-------------------
1