Michael R Hogan Financial Disclosure Report for 2009

8/3/2019 Michael R Hogan Financial Disclosure Report for 2009

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A n 1 o FINANCIAL DISCLOSURE REPORT R e p o r t R e q u i r e d b y t h e E t h i c sin Government Act of 1978R ~ . ~ 2 O l O FOR CALENDAR YEAR 2009 ( 5 ( . /: s ,c . a p p . l O 1 - 1 1 1 )1. Person Repo rting (Iast name, first, middle initial) 2. Court or Organizatina 3. Date af ReportHogan, Michael R. United States District Court 05/04/2010

4. Title (Azficle I~I judges indicate active or senior status; 5a. R eport T ype (check appropriate type) 6. R eporting Periodmagis~aate judges indicate full- or part-time)[] Nomination, Date 01/01/2009

AcfiveAa-tideIIIJudge [] Initial ~l-~ Atmual [] Final to12/31/20095b. [] Amended Report

L Chambers or Office Address 8. On the basis of the information contained in tltis Report and anymodif ications per taining thereto, i t is , in m y opinion, in complianceUnited Slates District Court with applicable laws and regulations.405 East 8th Avenue, Suite 5700Eugene, OR 97401 Reviewta g Officer Date

I M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete all parts,checking the NO NE box for each part where you have no reportable informatior~ Sign on last pag~

I . P O S I T I O N S . ( R , p o r n , g ~ i d n , t o , ~ r ; ~ , p p . 9 - ~ of filing instructions.)~-~ NONE (No reportable positions.)

POSITION N A M E O F O R G A N I Z A T IO N / E N T IT Y1. Partner ~ Parnership

~ NO~NE (No reportable agreements.)D A T E PARTIES AND TERMS

1


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FINANCIAL DISCLOSURE REPORT Name ofPer*on Reportiag Date of ReportPage 2 of 19 a o ~ , . , " d i e h a e ] R . 0 5 / 0 4 / 2 0 1 0

I l L N O N - I N V E S T M E N T I N C O M E . ~ R ~ p o ~ individuatand spouse; seepp. 17-24 of filing instractiong)A. Fi lers No n-Investment Income

NONE (No reportable non-investment income.)

D A T E SOLTRCE AN D TYP E ]~qCOME(yours, not spouses)1.

2.3.

4.

B , S p o u s e s N o n - I n v e s t m e n t I n c o m e - If you were married during an),porffon of the reporitng year, complete this section.(Dollar amount not required ~cept for honoraria.)

~] NONE (No reportable non-investment income.)D A T E S OU R CE A N D T Y P E

1.

2.

3.

4.

IV. REIMBURSEMENTS -(Includes those to spouse and dependent children.- see pp. 25-27 of filing instructions.)

[] N O N E (No reportable reimbursements.)SOURCE DATES L O C AT I O N PURPOSE ITEMS PAID OR PROVIDED

l.2.

3.

4.

5.


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FINANCIAL DISCLOSURE REPORT S a m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r tPage 3 o f 19 Ho gan, Michael R. 05/04/2010

V . G I F T S . a n a u d ~ ~ o s ~ ~ o ~ , o ~ , ~ , a a ~ p e , d e n : c h i l d re n : see pp. 23-31 offing t~:ruc~onsON O ~ ~o reportable g~s.)

~ DESC~ION VAL~1.2.3.4.5.

D N O N E ( N o reportable liabilit ies.)CREDITOR D E S C R I P T I O N VALUE CODE

L Wells Fargo Bank Line of Credit L2.3.4.5.


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N a m e o f P e rs o u R e p o r t i n g D a t e o f R e p o r tP a g e F I N A N C I A L 4 o f 1 9 D I S C L O S U R E R E P O R T H o g a n , M ic h a e l R . 0 5 / 0 4 / 2 0 I 0

VII. EVVESTM ENTS and T RUSTS - ~o~ ~,~, t , . .. ..o ~ s a ~ a ~ ~ o ~ e o / ~ . .. .a ~ ,a~ ~,~.~ ~~ ~p. ~0 o~U~ ~o ~N O ~ ~ o reportable incom e, ~sets, or tra~actio~.)

A. ~ B. C. D. ]D e s c ~ p t i o n o f A s s e ts hcome d~ng Gross v~ue at ~d Trmsacfio~ during re~t~ng ~od(inclu~ng ~t ~se~) ~o~ng pe~od of ~oaing period - (4)1 ) (2 ) (1) [ (21 (1 ) (2) (3)~L[ [ (5 )P]a~ "(~" after each ~set ~ount T~e (e.g., V alue V~ue T~ (e.g., D a t e Value G a~ I d e n t i ~ " o f

~empt ~om p6or ~sclosnrg C o d e 1 d i v . , r e n ~ C~e 2 Me~od b u y , ~ 1 1 , m~ C o d e 2 C~e 1 [ b o y e r i s e l l e r( A - H ) o r i n t . ~ ~ O - P ) Code3 r~emp~on) ( J - P } [ (A-~ , (if p~,t~(~ ~sacfion)

1 . R ent al A pt , M ~ l e P o hL Oreg o n, 4-p lex , D Rent N WCoos Co~9 Renal Apt., M~le Point, Oregon, duplex, C Rent L WC~s Co~3. Renmt Apt., B~don, O~gon, ~plex, Coos E Rent M WCo~4. Rental Prope~ # 1 Coos Co~, Myale D Rent N WPo~t , ~egon5. Rental Prope~ #2 Lane Co~, Eugene, E Rent N WOregon6. PuRe Homes A Dividend J T

8. ~?! ~ Partnership (,partner) D IntJDiv. P1 W9. - Timber Tract #I Coos County Oregon

1 0 . - Timber Tract #2 Coos County Oregon

1 1 . - Timber Tract #3 Coos County Oregon

1 2 . - Timber Tract #-4 Coos County Oregon

1 3 . - Timber Tract #5 Coos County Oregon1 4 . - Timber Tract #6 Coos County Oregon

1 5 . - Lot Coos County Oregon #1

t 6 . - Lot Coos County Oregon #2

1 7 . - Lot Mohave County Arizona

i. Income O~in Code~: A =$1,000 ~ l~s 13 =$1,001 - $2,500 ~ ---~2,50t - $5,~ D =$5,~t - $15,~ E =$15,001 - $50,~0(~e CoI~ B 1 ~d D4) F =$50,~ 1 - $ 100,0~ G =$100,001 - $1 ,~,0~ H l =$1 ,~,001 - $ 5,~0,0~ ~ =Mo~ ~

2. Value C~ J =115,000 or l~s g ~15,~1 - $50,0 ~ L =$50,001 - $100.~ M =$I~,001 - $250,0~P3 ~$~,0~,~! - ~0,0~,~0 P4 =More ~ $50,000,0~


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F I N A N C I A L D I S C L O S U R E R E P O R T NameofPerson Reporting Date of ReportPage 5 of 1 9 Hogan, Michael 1~ 05/04/20 i0

V I I . I N V E S T M E N T S a n d T R U S T S - i ~ c o m e , , a t u e , ~ , ~ a c n o ~ a . a u a ~ t h o s e of spouse and dependent children; see p p . 3 4 - 6 0 of fding i n s t r u c t l o n s . )[] N O N E ( N o reportable incom e, assets, or transactions. .)

D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d o f r e p o s i n g p e r i o d

(1 ) (2 ) i (1) ~ (2) (1 ) (2) (3) (4) (~ )P l a c e " ( X ) " a f t e r e a c h a s s e ~ A m o u n t T y p e ( . g ~ , V alue V alue T y p e ( e . g . , D a t e Value C r a i ~ I d e n t i t y o fe x e m p t f r o m p r i o r d i s cl o s u r e C o d e 1 d i v . , r e n ~ , C o d e 2 M e t h o d b u y , s e l l , m m / d d / y y C od e 2 Code [ bayer/seller( A - H ) o r i n t o ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r iv a t e

! ( Q - W ) t a a a s a e t i o n )

! 8 . - Lot Coos County Oregon #3

t9 . - Rental Property #4 Coos County Oregon

2 0 . - Rental Property #5 Coos County Oregon2 1 . - Lot Coos County Oregon #422. - Rental Property #6 Coos County Oregon

2 3 . - Rental Property #7 Coos County Oregon2 4 . - Rental Property #8 Coos County Oregon

2 5 . - Ranch Coos County Oregon

2 6 . - Tyco E lectronics

2 7 . - Aegon N V -ADR Amer Reg

2 8 . - Akzo Nobel

2 9 . - Alcatel-Lucent3 0 , - Aslr~zeneea PLC Sport Adr

3 1 . - Barelaya PLC

3 2 , - British Sky Broadcasting Grp PLC

3 3 . - Contax Participacoes

3 4 . - CVS Caremark Corp

I. b~oune G ain Codes: A =$1,000 o~ less B =$1,00i - $2,500 C =$,2~01 - $5~ D ~5,~1 - $15,~ E =$15,001 - $50,000

3. Value M~d ~es Q =Ap~sal R ~ost (R~al Es~e O~y) S =~essm~m T ~ Ma~


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FINANCIAL DISCLOSURE REPOR T IName of Person Repo rt ing Date ef Repor~Page 6 of 19 I Hogan, Michael R. 0 5 t 0 4 / 2 0 | 0VII . ~ S T M E N T S a n d T R U S T S - ~ c o m e , ~ e , ~ c ~ o n s a , ~ f ~ d e s t h o s e o / ~ o ~ ~.~ de~ndent children; see p p . 3 ~ 0 of f!ling i~o~.)

N O ~ ~ o reportable income, assets, or ~a~actio~.)A. B. C. D.

Des~pfion of Asse ts ~come dt~ng ~ value at ~d T~sacfio~ d~ng ~po~ng period(~cl~ing ~t ~sets) r~o~ng ~od of r~o~ing p~od 0) [ (2) 0) t2) (1 ) ] (2) (3) (4) (5 )

Pl~e "(~" after each a~et ~o~t T~e (e.g., Va~e Value T~e (g., ] Date Valu e G a~ IdentiW of~xempt ~om p~or ~scIosur Code 1 ~v., ren~ Code 2 M e ~ o d bw, sell, ]~d~ C~e 2 Code 1 huyr/seller(A-~ or int.) (d-P) Code 3 red~pfion) ~ 0-P) (A*~ (ifp~vate

35. - Clgeae Corp

3 6 . - Deutsche Telecom

3 7 . - Dolby Labs3 8 . - Ericsson L M Tel Co

3 9 . - First Solar Ine

4 0 . - Fluor Corp New41 . - France Telecom

42 . - Fuji Heavy Industries

4 3 . - Fujifilrn Htdgs Corp

4 4 . - Glaxosmithkli~e PLC4 5 . - Google Ine

4 6 . - H Lundbeck4 7 . - HSBC H oldg Plc Sold 11/16/09 J4 8 . - Hitachi LTD Sold 06/28/09 J4 9 . - Infmeon Technologies Sold 1 0 / 0 1 1 0 9 J5 0 , - hntesa Sanpaoto S P A Sponsored ADR

5 1 . - J S aimbury PLC

1. income Oaia Cod~s: A =$i,000 or l~s B =$1,001 - $2,500 C =$2,501 - $5,000 D =$5,{)01 - $[5,000 E =$15,001 - $50,000(Se e Co lum ns B1 an d D4) F =S 50 ,00 1 - $1 00,0 00 O =$100,00t - $1,000,000 HI =$1,000,001 - $5.000,000 1-12 =Mor~ ~han $5,000,000

2. Value Codes J =$i 5,000 or ~s K =$15,001 - $50,000 L =$50,001 - $100,000 M =$100,O01 - $250,000(See Colamlas CI and D3) N =$250,001 - $500,000 O =$500,001 - $1,000,000 P I --$[,000,001 -$5,000.009 P 2 --$5,000,001 -$25,000,000P3 =$25,000,~0 [ - $50.000,000 P4 =M ore ~han $50,000,000

3. Value Method, Cod~ Q =Appraisal R =Cost (Real Estate Ody) S ~Assessment T ~=ash Marke t(See Colun~ C2) U =B ook V alue V =Other W =Eslimated


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FINANCIAL DISCLOSURE REPORT Name o f PetannRep~rting DateofReportPage 7 of 19 H o g a n , M ic h a e l IL 05/04/2010

VII. INVE STMEN TS an d TRUSTS - ~o,~,, ~, ,,~c~o~ a= ~,~e~ t~o~N O ~ ~o reportable income, ~sets. or ~a~actio~.)

~ B. C.Description of Assets ~come d~ng Gross vMue at end Tmnmcfi~ns during ~omng

(including ~st ~sets) repo~ng pef i6d offing pe~odO) (2) (~) (~) (1) (2) (~) (4) (~)

Place "~)" afi~ each ~et ]~ount T~e (e.g., Value Va~e T~e (e.g., Da m Value Ga~ Identi& of~empt from pfor ~sclosure ] Code 1 div,, ren~ Code 2 Me~ buy, sefl, ~d~ Code 2 C~e 1 b~er/se l le r(A-H) or int.) (J -P) Code 3 ~de mp~on) (J-P) (A-~ (if private/ ~n~e~on)

52. - Junipff Ne~or~ ~c

53 . - KT Co~ Sponsored ADR

54 . - ~gfisher PLC55 . - Kon~klijke Ahold ~

56 . - Korea Elec Pwr Co~

5 7 . - Ma~ a International ~58 . - Mar~ & Spencer Group

59 . - Millea Hldgs ~c

60 . - Mi~ubishi ~G Fin~cial Group

61 . - Mitsui S~itomo ~su~ce Co

62 . - M~ho V~t Group Inc.

63 . - NASDAQ O~ Group

64 . - ~IDIA Co~

65 . - Nippon Tel & Tel Sport

66 , - Po~gal Tel~om

67 . -Q~lco~

68 . - Roche ~dg LTD

1 . I n c o m e G a i n C o d e s : A =$ t,000 or l~s B = $ 1 , 0 0 1 - $ 2 ~ 5 0 0 C = $ 2 , 5 0 1 - $ 5 , 0 0 0 D - - $ 5 , 0 0 1 - $ 1 5 , 0 0 0 E = $ 1 5 . 0 0 1 - $ 5 0 , 0 0 0(See Co[un~s BI a~d D4) F = $ 5 0 o 0 0 1 - $ 1 0 0 . 0 0 0 G = $ 1 0 0 , 0 0 1 . - $ l , O 0 0 . 0 0 O H1 =$t,000,00l - $5,000,000 H 2 = M o r e th a n $ 5 . 0 0 0 , 0 0 02 . V a l u e C ~ d e s J = $ 1 5 , 0 0 0 o r l e s s K = $ 1 5 , 0 0 1 - $ 5 0 ,0 0 0 L ~ $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 M = $ 1 0 0 , 0 0 1 - ~ 2 5 0 , 0 f l 0(See Coluams C[ and D3) N = = $ 2 5 0 , 0 0 1 - $5 0 0 , 0 0 0 O ~ - $ 5 0 0 , 0 0 1 - $ t ,0 0 0 , 1 ~ 0 P I = $ 1 . 0 0 0 , 0 0 1 - $ 5 , 0 1 ~ 0 , 0 0 0 P 2 - - $ 5 , 0 0 0 , 0 0 1 - $ 2 5 , 0 0 0 , 0 0 0

P 3 = $ 2 5 . 0 0 0 , 0 0 t - $ 5 0 , 0 0 0 , 0 0 0 I 4 ~ M o r e ~ h a n $ 5 0 , 0 0 0 ,0 0 03 . V a l u e M e l h o d C o d ~ s Q = A p p r a i s a l R = C o s t ( R e a l E . s t a t e O n l y ) S =A~sessmeat T =Cash Market

(See Column C 2 ) U =Book Value V ~ 4 3 th ~ " ~ V = E s t i m a te d


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FENANCIAL DISCLOSURE REPORTPage 8 of 1 9 [ Hogan, Michael IL 0 5 / 0 4 / 2 0 1 0

N O N E ~ reportable income, assets, or ~a~actio~.)A. B. C. D.Des~gtion of Asse~ hcome d~g G r o s s v a l u e a t e n d T~n~efiom d~ng m~ng p~(incl~ing ~st assem) /~o~ng ~od of r~o~g

Place "~" ~ ~ ch asse t ~ount I ~ - ~ e ( e . g . , Value : Value T~ (e.g., D a t e Value G a~ IdenfiW o fexempt ~m p~or disclosure Code I I ~v.. ren~ C o d e 2 Me~od buy, sell ~d~ ~: Co~ 2 C o d e 1 buyer/mller(A-~3 ] o r i n t ) ( Z - P ) ~ Code 3 r e a e m p a o n ) [ (~-V) (~-H) (ifpawte

6 9 . - Royal Bk Scotland Group

7 0 . - SK T elecom LTD

7 1 , - Sanofi-Aventis72. - Sears Holdings Corp

7 3 . - Seiko Epson Corp

7 4 , - Sony Corp7 5 . - Straicroelec~onics N V

7 6 . - Surrfitomo Mitsui Finl Group7 7 . - Swiss Reinsurance7 8 . - Swisscom AG7 9 . - TDK Corp Amer Deposit SHS

8 0 . - Tele Notre Lestei 8 1 . - Telecom ltalia

8 2 . - Teleeom Corp New

8 3 . - Tetecomunicacoes B rasileiras

8 4 . - Telefonica S.A.8 5 . - Telefonos de Mexico SP

L Income Gain Codt~: A = $ 1 , 0 0 0 o r ~ e s s B = $ 1 , 0 0 1 - $ 2 , 5 0 0 C = $ 2 , 5 0 1 - $ 5 , 0 0 0 D = $ 5 , 0 0 1 - $ 1 5 , 0 0 0 E =$15.001 - $50,000(See CoIunms BI ~ud D4) F = $ 5 0 , 0 0 1 - $ I 0 0 , 0 0 0 G = $ I 0 0 , 0 0 1 - $ 1 , 0 0 0 , 0 0 0 HI =$ t,000,00t - $5,000,000 I 4 2 = M o r e t h a a $ 5 . 0 0 0 ,0 0 0

2 . V a l u e C o d e ~ J = $ 1 5 , 0 i f 0 o r l e s s K w S t 5 .0 0 t - $ 5 0 , 0 0 0 L ~$50,00| - $~00,000 M - ~ ; 1 0 0 ,0 0 1 - $ 2 5 0 . 0 0 0( Se e C ol um ns CI an d D 3) N = $250 .0 01 . $ 50 0. 00 0 O = $5 0 0 ,0 01 - $ 1. 0 0 0 ,0 00 P I = $1 ,0 00 ,0 0 1 - $ 5, 1 )0 0 . 0 0 0 P 2 - ~ ; 5 , 0 0 0 . 0 0 1 $ 2 5 ~ 0 0 0 . 0 0 0

P 3 ~ $ 2 5 , f l0 0 , 0 0 1 - $ 5 0 . 0 0 0 , 0 0 0 P 4 = M o ~ e th a n $ 5 0 , 0 0 0 . 0 0 03. Value Method Codes Q ~ A p p r a i sa l R = C o s t ( R e a l E s ta t e O n l y ) S =Assessment T =Cash Ma~k~(See Column C2) U =Book Value V = ; O t h e r W =Estimated


9/19

F I N A N C IA L DI SC LO S U R E R E P O R T [ r ~ e o f P e r u . a e p u a ~ n g o , t e o f r t e p o ~ tPage 9 of 19 [ ttogan, Michael R. 05/04/2010V II. INV ESTME N TS and TRUSTS - in ...... r u e , transactions (Includes tho se of sp .... n d d e p e n d e n t c h i l d r e n ; s e e p p . 3 4 - 6 0 o f f il i n g in s t r u c t i o n s . )[--] N O N E ( N o reportable income, assets, or transactions.)A. B. C. D.

D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i n c l u d i n g t J u s t a s s e t s ) r~orting period o f r e p o r t i n g p e r i o d

(1) (2) ( 1 ) ( 2 ) ( 1 ) (2) !(3) (4) (5 )P i e c e " ( X ) " a f t e r e a c h a s s e t i A m ou m T yp ~ ( e .g ., V alue V alue T y p e ( e , g . , D a t e Value Gain I d e n t i t y o f.... pt from prior disclosure Code l div.,rent, Code2 M e th o d b u y , s e l l , m m / d d / y y C o d e 2 : : ~ A O ~ _ ~ l i _ buyer/seller( A - H ) o r i n t . ) ( J - P ) C od e 3 r e d e m p t i o n ) . ( J - P ) ( i f p r i v a t eI ( Q - W ) t r a n s a c t i o n )

8 6 . - Thomson Spons ADR Sold 07/15/09 J8 7 . - Tim Participaeoes

8 8 . - Tomkins F H PLC8 9 . - Unilever NV NY9 0 . - V ertex Pharmaceuticals

9 1 . - V ivo l~articipacoes S A

9 2 . - W olters Kluwer

9 3 . - Tyco E lectronics LTD

9 4 . - X L Capital LTD Sold 12/10/099 5 . - Flextronics Intnl LTD9 6 . - Amazon Corn Inc

9 7 . - Arngen Inc9 8 . - Anadarko Petroleum Corp

9 9 . - .Autodesk Inc

1 0 0 . - Bed Bath & Beyond

! 0 1 o - Berkshire Hathaway L~c.1 0 2 . -Biogen Idec

1. Income Gale Codes: A =$ t ,000 or less B =$1,001 - $2.500 C =$2,501 - $5,000 D = $ Z , 0 0 l - $ 1 5 , 0 0 0 E =$ t s . 0 0 t - $ 5 0 , 0 ~ 02. Value Code~ J =$15,000 or less K =$15,001 - $50,000 L =$50,0~1 - $ 100,000 M ---$100,001 - $250,1)00(See Colut~e CI and D3) N =$250,00t - $500,000 0 -~$509,001 -P3 =$25,000,001 - $50,000,000 P4 =M ote ~han $50,000,000

(See Column C2) U =Bo,~k Val~ V =Other W =Esfim~ed


10/19

FINANCIAL DISCLOSL~E REPOR T ~me of Person Reporting Date of Report [Page 10 of 19 Hogan, Michael R. 0 5 / 0 4 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - i,,o ..... l~e. ~.s~ao.~ a.a~d~ those o/ ~o~

N O ~ ~ o reportable income, ~ets, or wamactiom.)A. B. C. D.

Des~ption of A~~s ~ome d~ng G ro~ va Me a t ~d T~acfio~ d~fing ~o~g period(~cM~ng ~t ~se~) repo~ng p~od of r~o~ing

(D (2) (0 (2) 0) < 2 ) (3) (4) (5)Place "(X)" after each asset ~nt T~e (~.g., V a M e Value T~e (e.g. Date Value Ga~ Id~ t iW o fex~pt ~m pdor ~lo~re Code 1 ~v,, renL C~e 2 Me~ buy, sell, ~ Code 2 C~e 1 buy~isell~(A-~ or int.) (J -P) Code 3 redemption) (J-P) (A-~ (~ pri~te(Q-~ ~sacfion)

103. - Broadcom Co~

104. - Cablevision Systems Co~

t05. - C~on In c106. - CIBA Holding Sold 04/18/09 J

107. - Cisco Sys

108. - Coca-Cola Co109. - Comcast Corp

110. - Cre~ incl 11. - Dell In~ Sold 02/02/09 J112. - Discovery Holding Co1 !3. - Walt Disney Co ~

1 1 4 . - Ebay Ine

1 1 5 , - E lectroni~ Arts ,1 6 . - Expedia

1 1 7 . - Forest Laboratories lnc

18. - Genentech Ine Sold 03/26/09 J1 1 9 . - General Electric Co

(Se e C olum ns BI ~a d D 4) F =$5 0.00 1 - $t0 6.00 0 G =$100,001 - $1,000,000 HI =$1.0~0,001 - $5,000,000 H2 =M ore than ~5,000,0002_ Value Codes J =$15.000 or le~s K =$15,001 - $50,000 L =$50.001 - St00,000 M =$ I0~.001 - $250,000(See Coltm ms CI at~d D3) N =$250,001 - $500,000 O =~500.001 - $1.000.O00 P t - ~ [ .0 0 0. 00 1 - $5 ,0 (1 0 ,0 0 0 P 2 = $5 ,0 ~ 0. 00 1 - $ 25 ,0 00 .0 0 0P3 --~25.000.001 - $50.000.000 P4 =More tha~ $50,000,0003, Value Method Codes Q =Appraisal R =Cost (Real E .state Only) S =Amessment T =~s b Market(See Colunm C2) U =Book Value V ---Oth~ W =Estimated


11/19

Name of Person Repo rt ing Date of ReportFI N A N C I A L D I SC LOS U R E R EPO R THogan, Michael R. 05/0412010Page 11 of 19

VII. INVESTMENTS and TRUSTS - i, come. ~,i,e.N O N E ( N o reportable incom e, assets, or transactions.)

A. B. C.Description of Assets I~com e during G ross v alue at end Transactions dllring f~porfiug period(including trust assets) rep ortin g p erio d o f r ep or tin g p erio d

( I ) ( 2 )

~ J (Q 0) (2)

(~) ( 2 ) ( 3 ) ( ~ ) (s)Place "CX)" after each a~set A m o u m T y p e (e.g., Value Value Type (e .g., Date Value [ Gain Identity ofCode 1 Code 2 Method buy, sell, mm/dd/yy Code 2 Code 1 buyer/sellerexempt from p rior disclosure div., renk(A-H) or int.)[ (I-P) _ Code3 redemption) (J-p, (A - H) (if private

_ _ -W ) i ...... r transaction)

120. - Genzyme Corps

12L - Home Depot Lne

122. - Intel Corp1 2 3 . - Italcementi Fabrich Riunte1 2 4 , - Johnson & Johnson

1 2 5 . - L3 C(~mmunications Hldgs Inc

1 2 6 . - Liberty Global h3c

1 2 7 , - Liberty Globalk !no Ser C

1 2 8 . - Liberly Media Htdg Corp1 2 9 . - Liberty Media l-ndg Corp Cap Ser A

I30. - Microsoft Corp

1 3 1 . - N issan MTR LTD i1 3 2 . - N okia Corp ::1 3 3 . - Pall Corp1 3 4 . - Pepsico lnc

1 3 5 . - Pfizer Inc Sold 07/10/09 J1 3 6 . - Procter & Gamble Co

1..Income Gain Codes: A = $ 1 . 0 0 0 o r l e ss B =$I,001 - $2,500 C = $ 2 . 5 0 1 - $ 5 . 0 0 0 D = $ 5 , 0 0 1 -{See Columl~ BI and D#) F = $ 5 0 , 0 D 1 - $ 1 O 0 , 0 0 0 G ~ $ I 0 0 , 0 0 1 - $ 1 , 0 0 0 ,0 0 0 H [ = $1 ,0 00 ,0 01 - $ 5 ,0 00 ,0 00 [ - [ 2 = M or e t h aa $ 5, 0 0 0 ,0 0 ~2. Value Codes J -115,000 or less K - $ 1 5 , 0 0 1 - $ 5 0 , 0 0 1 ) L = $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 M =$ I00,001 -( S e e C o l u w z a ~ C I a n d D 3 ) N = $ 2 5 0 , 0 0 1 - $ 5 0 0 , 0 0 0 O = $ 5 0 0 , 0 0 1 - $ 1 , 0 0 0 , 0 0 0 PI =$1,000,00t - $5,000,000 P 2 = $ 5 . 0 0 0 . 0 0 1 - $ 2 5 . 0 0 0 , 0 0 0

P 3 - $ 2 5 , 0 0 0 , 0 0 1 - $ 5 0 , 0 0 0 , 0 0 0 p 4 - - M o r ~ t h e m $ 5 0 , 0 0 0 . 0 0 03. Value Melhod Codes Q = A p p r a ~ a l R , , : C o s t ( R e a l . 6 s t a t e O n l y ) $ = A .s s e ~ s m e n t T = C a ~ i a M a r k e t(See Colttmn C2) U = B o o k V a l u e V =Other W = E s t m n l = d


12/19

Page 12 of 19 Uog.., ~h~el R. 0 5 / 0 ~ 0 ~ 0V I I . 1 2 N V E S T M E N T S a n d T R U S T S -/,, ...... lue, transactions (Includes those of spoltse and dependent children; see pp. 34-60 of filing in~ue~iotls.)

[] N O ~ ~ o repo~able income, ~ets, or ~ansactio~.)A. [ B. C. ~ D.

Des~ption of A~ ~ ~eome d~g Gross va!~e at ~d ~ T~n~cfions during r~o~ng period(inclu~ng ~st asse~) ~o~ing period of r~oning period :t (I) (2) ( 1 ) ( 2 ) (I) :: (2) (3) (4)


13/19

FINANCIAL DISCLOSURE REPORT N~ of PersonRel~rting [ Date o f Re po r tPage 13 o f 19 H o g a n , M i c h a e l R.]

05/04/2010

VII. INVESTMENTS and TRUSTS -N O N E (No repor table income, ~ sets, or ~ ansact io~.)~ B, C. D.

Description of Asse~ ~come d~ag G ~ss va l ue a t ~d Tmnsactio~ ~fiag r~ag period(~ctuding ~st ~se~) re~ing p~od of r~o~iag ~od

0) (~) (~) (~) (~ ) (2) ] (3) (4) (5 )Place "~" aR .... ~set ~ount T~e (e.g., V alue V alue T~e (e.g., Date [ VMue [ Gain Idenf iW ofexempt ~om pr ior ~sc!osure ~ C~e i div., ~L Code 2 M e ~ o d buy, sell, ~ Co~ 2 Code I buy~seller

~ (A-~ or int.) (J-P) C~e 3 red~pfion) ~ (J-P) (A-~ (if private

154. - A~ Pmdu~ & Che~eals ~c

155. - Akorn Inc. Sold 0 3 1 2 5 / 0 9 J

156. - Aangrlcan Intl G roup Inc Sold 03fl6/09 J157. - A ver3, Dennison Corp Sold 05/06/09 J158. - Bank of America Corp

159. - Brush Engineered Mats. Sold 03/26/09160. -CITGroup Inc Sold 0 4 / 2 3 1 0 9 J161. - Chevron Corp

162. - Cisoo Sys lne163. - Compugen LTD

164, - Emerson E lectric Co Sold 04/07/09 J165. - Franklin Resources lnc.166. - Foster Wheeler LTD167. - G amco Investors Inc. Sold 03/13/09 3168. - General Electric Co

169. - It[alliburton Co Holdings170. - H ess Corp

1 . I n c o m e G a i n C o d e ~ : A =$1,000 ~ less B =$I.00 l - $2,500 C - - $ 2 . 5 O t - $ 5 , 0 0 0 D - ~ $ 5 , 0 0 1 - $ 1 5 , 0 0 0 E =$15,001 - $50,000(See oltmms B 1 and D4) F = $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 G =$!00,00t o $ i,000,000 H 1 = $ 1 , 0 0 0 , 0 0 1 - $ 5 , 0 0 0 , 0 0 0 H ?. = M o ~ t h a n $ 5 , 0 0 0 , 0 0 02. Value Cod~ J = $ 1 5 , 0 0 0 o r l e s s K -~ lS,00t - $50,000 L = $ 5 0 , 0 1 1 1 - $ 1 0 0 , 0 0 0 M =$[00,00| -$250,000 II( S e e C o lu m n s ( ~ 1 a n d D 3 ) N = $ 2 5 0 , 0 0 1 - $ 5 0 0 , 0 0 0 O ~ $ 5 0 0 , 0 0 1 - $ 1 , 0 0 0 , 0 0 0 PI =$1,000,001 - $5,0~0,000 P2 =.,000.00t - $25, 00. Ii P 3 ~ $ 2 5 , 0 0 0 , 0 0 1 - $ 5 0 , 0 0 0 , 0 0 0 p4 =More thaa $ 5 0 , 0 0 0 , 0 0 0 13. Value Method Cod~ Q = A p p r a i s ,~ l R = C o s t ( R e a l E ~ ta t e O n l y ) S =Assessment T :~2asb Market! (Se~ Colunm C2) U =Book V~ue V = O t ~ h e r W =Estimated


14/19

Name of Person Report ing ] Date of ReportF E q A N C I A L P a g e 1 4 o f 1 9 D I S C L O S U R E R E P O R T noga, .o~ , ,~ , , . I 0~o~0~o

V II. INV ESTME N TS and TRUSTS - ~om~. ~, ~ a~c~ those of ~p .... nd de~nde~ children; seepp. 34~0 offing iguero~.)~ ~0~ ~o reportable income, ~setz, or tra~actio~.)

~ B. ] C. D,~scfipt ion of Asse ts ~come d~ng Gro~ value at end Tmnmcfions during m~ng period(inc~ding ~t ~ts) ~ng p~od of ~poaing per iod

~) (~) 0) (2) O) (2) (3) (4) (~ )Plac~ "~" ~er ~ch ~set ~ount T~e (e.g., V alue V alue T~e (e.g., Dam [ Valu~ GaM Identi~ of~pt ~om prior disdo~re C~ I div., ~n% Co~ 2 ~ Me~od b~ , ~11 , ~d~ ~ C~ 2 [ Cod~ 1 b~lseller(A~H) or int.) (J-P) { Code 3 redemption) ~ (J-P) [ (A-~ (if private

..... ~ (Q- W) ~ ~ ~sac,on)

171. - Ist~ Fin[ ln~. Sold 03/02/09 J

172. - Inteltoa Corp Sold 09/07/09 J

173. - L~a!le Hotel Sold 1 1 1 1 1 / 0 9 J174. - Key Tro.ic Corp

175. - Marathon Oil Corp

76. - M edtronio Inc177. - Microsoft Corp

178. - MGIC Invt Corp Sold 03/I 1/09 J179. - M cDermott Intnl Incl-.180. - MetlJfe Inc. Sold 01/20/09 J181. - Motorola Inc182. - Murphy Oil Corp

183. - National Oilwell V arco184. - Network Equip Techs

185. - Norsk Hydro Sold 02/24/09 J

186_ - N ueor Corp187. - Nordstrom Inc Sold 04/03/09 J

1 . i n c o m e G a M C o d e s : A =$ 1 . 0 0 0 ~ r l e s s B = $ 1 , 0 0 1 - $ 2 , 5 0 0 C = $ 2 , 5 6 1 - $ 5 , 0 0 0 D = $ 5 , 0 0 1 - $ 1 5 , 0 0 0 E - - $ 1 5 , 0 0 t - $ ~ , 0 . 0 0 0( S e e C o lu m R . S B [ a n d D 4 ) F =$50,001 - $I00,000 G =$100,00| - $1,000,000 H 1 = $ 1 ,0 0 0 .0 0 ~ - $ 5 . 0 0 0. 0 0 0 H 2 = M o r ~ th a n $ 5 ,0 0 0 , 0 0 02. Value Coda J = $ 1 5 . 0 0 0 o r l e s s K = $ 1 5 , 0 0 1 - $ 5 0 , 0 0 0 L = $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 M - - - -$ 1 0 0 , 0 0 1 - $ 2 5 0 , 0 0 0(See Columns CI and D3) N = $ 2 5 0 . 0 0 1 - $ 5 0 0 . 0 0 0 O =$500.001. SL000.000 P I = $ 1 , 0 0 0 , 0 0 1 - $ 5 , 0 0 0 , 0 0 0 P 2 - - $ 5 , 0 0 0 , 0 0 1 - $ 2 5 , 0 0 0 , 0 0 0

P 3 = $ 2 5 ,0 0 0 . 0 0 1 - $ 5 0 . 0 0 0 .0 0 0 P 4 = M o r e t h , m $ 5 0 , 0 0 0 , 0 0 03. Value M efllod Codes Q = A p p r a i sa l P . - - - C o s t ( R e a l E s t a t e O n l y ) S =Assessment T ~ C . ~ s h M a r k e t(See Colurm C2) O = B o o k V a l u e V =Other W =E stimated


15/19

FENANCIAL DISCLOSURE REPORT[ N a m e o f ] P e r s o n

Report ing

[D a t e o r R e p o r t

IPage 15 o f 19 h o g s . , ~ e h a e l ~ . O S / O 4 t 2 0 1 0V I I . I 1 N V E S T M E N T S a n d T R U S T S - ~ , e o . , . . value, transaaions(Includesthostofspouseanad~pendentehild, en;se, pp. 34-600fjqlinginstruction*.)[] NONE (No reportable income, assets, or transactions.)

A. B. C. ~ D.Description of Assets Income during G ross value at end T ransactions during repornng period

(inehldin;g t~ust assets) reporting period of reporting periodO) (2 ) ~1) (2) 0) t (2) (3) (,,) ~ (5 )Place " (X)" af ter each asset Amount Type (e.g. , V alue V alue Type (e.g., Date Value (3ain i Identity of

exempt from p rior disclosure Code 1 div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 : Code It buyer/seller(A - H) or int.) {J-P) Code 3 redemption) (if-p) (A-H) (if private(Q- W) mmsaetton)

188, - Oracle Corp

189. - Peabody Energy Corp Sold 06t16/09

190. - Pepsico In.191. - Penske Auto G roup Inc Sold 08107/09 J192. - Perirti Corp

193. - Petrobms Sold 02/24109 J

194. - Qualcomm195. - Schlumberger LTD196. - Semitool Inc. Sold t I /1 7 1 0 9 J197. - State Street Corp198. - Starbueks Corp199. - Stryker Corp

200. - Texas Instruments lnc Sold 02/t !/09 J201. - Thomas Wiesel Partners

202. - Tidewater Inc

203. - T~e W arner Inc Sold 11/13/09 J204. - Valero Energy Corp

(See Colurms B ! and D4) F - ~ 1 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 G = $ 1 0 0 , 0 0 1 - $ 1 ,0 0 0 , 0 0 0 tl! =$1,000,001 - $5,000,000 H 2 = M o r e th e m $ 5 . 0 0 0 . 0 0 02. Value Cod~ J = $ 1 5 . 0 0 0 o r [ s ~ K = $ 1 5 . 0 0 1 - $ 5 0 . 0 0 0 L =$50,00l - $100.0~0 M - - - $ 1 0 0 , 0 0 1 - $ 2 5 0 , 0 0 0( S e e C o t u m a s C t a r id D 3 } N = $ 2 5 0 , 0 0 1 - $ 5 0 0 , 0 0 0 O = $ 5 0 0 , 0 0 1 - $ I .O 0 O . 0 0 0 PI =$1.000.001 - $5,000.000 P2 =$5,~~,001 . $25,000.000

l ~ 3 - - - d ; 2 5 , 0 0 0 , 0 0 1 - $ 5 0 . 0 0 0 , 0 0 0 P 4 = M o r e t h a ~ $ 5 0 .0 0 0 , 0 0 03. Value Method Codes Q = A p p r a is a t R -~ost IR.eal Estate Only) S = A s s e s s m e n t T =C~h Market( S e e C o l u m n C 2 ) U = B o o k V a t u e V ,~,ther W = E s t im a t e d


16/19

FI N A N C I A L D I SC LOS U R E R EPO R T I N a m e o f P e r s o n R e p o r t in g D a t e o f R e p o r ~Page 16 of 19 I Hogan, Michael IL 05/04/2010

V I I. INV ESTME N TS and TRUSTS -i~o .... a,~, tr ..... tions (lndudzs those *f sp ..... n d d e p e n d e n t c M l d r e n ; s e e p p . 3 4 - 6 0 o f . a ti n g i n s tr u c t i o n s ,)NO NE (No reportable income, assets , or transactions.)

A. ] B. C. D.D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d T r m ~ s a c f i o n s d u r i n g ~ e p o r f i n g p e r io d( i n c lu d i n g w u s t a s s e t s) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

I ( 1 ~ - ~ , ~ . . . .. ~ (3 ) (2 ) (~ 1 (2) (3/ (4) (5 )P l a c e " ( X ) " a f t e r e a c h a s s e t t A r h a u n t [ T y p e ( e , g . , V alue V alue T y p e ( e . g , , [ Date i Va ue Gain I d e n t i t y o fexempt from prior discl .... ICodel I d iv. ,rent. Code2 Me~od b u y , s e l l, [mm/ddiyyICode2 Codel b u y e r ! s e l l e r

205. - V eeeo Instruments Inc Sold 06/25/09 J206. - Zimmer H oldings .U~c Sold 07J02/09 J

207. - Umpqua B ank Stock

.208.209. H enkel A G & Co X B uy 04/22/09 J210. Freeport McMoran CooperX B uy 04/01/09 J

:2ll. Calloway GolfX B uy 08/06/09 J212. Cohen & Steeps X B uy :06/08/09213. Comverse Technologies X B uy 0 7 1 3 0 / 0 9 J214. Federated Investments X B uy 10/21/09 J215. Fluor Carp N ew X B uy 10/21/09 J216. Janos Capital X B uy 0 3 / 2 4 1 0 9217. US Cellular X B uy 10/t4/09 J218. A bb0tt Labs X B uy 08/14/09 J219. M ueller W ater X B uy 10/05/09 J220. ON Semiconductor X B uy 0 4 / ~ 4 1 0 9 J221. Hewlett Packard X B uy 05/20/09 J

I . ~ o m e G a i B C o d ~ : A = $ 1 , 0 0 0 o r l ~ s s B = $ I , 0 0 1 - ~ 2 ~ C ~ 2 . 5 0 1 - $ 5 , ~ D ~ 5 , ~ 1 - S 1 5 , 0 0 0 E = ~ 1 5 , 0 0 1 -


17/19

Name of Person Repo rt ing Date of ReportFINANCIAL DISCLOSURE REPORT H o g a n , M i ch a e l l~ 0 5 / 0 4 / 2 0 1 0age 17 of 19V l l . I N V E S T M E N T S a n d T R U S T S - ~ , c o = ,. v ,t = ,, ~ ,, a ~ o ,~ ( I n c t tu d e $ t h o s e Of :~pOt~* arid depgttdettt c]lildrell; See pp. 3 4 - 6 0 Of filirtg bislrttction$.)

D N O N E ( N o reportable income, assets, or transactions.)A. I B. C. D.i DescrJptiou of Asaets Incom e during G ross value at end Transactions during reporting period(including trust assets) rep ortin g p er io d o f re po rtin g p erio d

(1) (2) (1) (2) (t) (2) ! (3) (4) (5)Place "(X)" aRer each asse t Amount Type (e.g. , Value Value Type (e.g. , Date j Value Gain Identity o fexempt fi-om p rior disclosure~.~i)1

div,, rent, Code 2 M ethod buy, sell, mm!dd/yy ! Code 2 Code 1 buyer/selleror int.) (J-P) Code 3 redemption) (J-P) (A -H ) (if private

(Q-W) transaction)

222. McDonalds Corp X B uy 09/10/09 J

223. W al-M art X B uy 09/24/09 J

224.225.

226. 401 K. Plan A lat.lDiv. K T

227. - Amgen Inc

228. - Integrated Health Services Inc

229. - Legg Mason Opportunity Trust PrimaryClass230. - New W orld Fund Class C23l.

L lyae~me Gain Codes: A =$1.000 or le~$ B =$1,001 ~ $2.500 C ~-$2,50l - $5,000 D =$5,001 - $15,000 E =$15,001 - $50,000(See Coltmms B 1 and D4) F =$50,001 - $i00,000 G =$100,00| - $1,00O,00O HI =$1,000,001 - $5,000,000 H2 =Mo~ th a n2. Value Codes J =$15,000 or less K =$15.00t - $50,000 L =$50,00 [ - $100,0~ 0 M =$100,001 - $250,000(See Colutnas CI a~d 133) N =$250,00~ - $500.000 O =$500,00t - $1,~0,098 PI --$1,000,~ t - $5,000.000 ~ -~5,000.001 - $25,000.000

P 3 =$25,000,001 - $50,000,00D P4 =Mor~ than $50,000,0003. Value MeIhod Codes; Q =Appraisal R -~ost (Real E~lale O~ly) S =Assessment T =Cash Madder(See Cohm m C2) U =Book Value V ~Other W


18/19

FINANCIAL DISCLOSL~E REPOR T ~ e o f P e r s o n Reporting Date of ReportPage 18 of 1 9 r ~ o ~ a , ~ , M i c h a e l 1 ~ 0 5 / 0 4 / 2 0 1 0

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (Indicatepa~tofRepor~)

ha Part V II, the following additional com ments .........................-~ Pa rtnership consists of 50% interest for this reporter, and type of inco me inehideS, interest, rent, capital gains, as well as dividends. (Partnership interestincreased since last reporting period due to inheritance.)


19/19

FINANCIAL DISCLOSURE REPORT N a m e o ~ r e ~ o n R e p o ~ n ~ [ Date of Rope.Page 19 of 19 r ~ o g a ~ , M i c h a e l R . 0 5 / 0 4 / 2 0IX. CERTIFICATION .

I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) isaccurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable stal-utoryprovisions permitting non-disclosure.I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are incompliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

Signature.

N OTE: ANY IN DIVIDUAL WHO KI~OWIN GLY AND W 1LFULLYAN D CRIMINAL SAN CTION S (5 U.S.C. app . 104)

F I LI N G I N S T R U C T I ON SM ail s igned original and 3 additional copies to:

Comm ittee on Financial DisclosureAdm inistrative Office of the United States CourtsSuite 2-301One Columbus Circle , N .E .W ashington, D.C. 20544

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Michael R Hogan Financial Disclosure Report for 2009

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