Robert E Jones Financial Disclosure Report for 2009

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  • 8/3/2019 Robert E Jones Financial Disclosure Report for 2009

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    ao lO I FINANCIAL DISCLOSURE REPORT ~ p o ~ ~ q . ~ . ea by t~e zthi~in Government Act of 1978~. 1/20,0 I FOR CALENDAR YEAR 2009 (5 u.s .c , app. 101-111)1 o P e r s o n R e p o r t i n g ( l a s t n a m e , f i t sL m i d d l e i n i t ia l ) 2. Court or Organlzaaon 3. Date of Repor tJones , Rober t E. U.S. Dis t r ict Court , Oregon 04/29/2010

    4 . T i t l e ( A r t i c l e I ~ I j u d g e s i n d i c a t e a c t i v e o r s e a i o r s t a t u s ; I 5 a . R e p o r t T y p e ( c h e e k a p p r o p r i a t e t y p e ) 6. Report ing Periodm a g i s t r a t e j u d g e s i n d i c a t e f u l l - o r p a r t -t i m e ) [ ] Nomina t ion, D a t e 01!0112009

    12/31/20095 b . [] A m e n d e d K e p o z ~

    7 . C hamb~n s or O fe e Add re ss 8 . On the basis of the information contained In lid s R eport and anymodltte~tlons pertaining there to, it is, in my op inion, in c o m p l i a n c e1 0 0 0 S .W. Th i rd A v enue ~th appl icable laws ~td regulat ions .Room 1007Portland , OR 97204-2902 Rev te~ ug O f f i ce r Date

    I M P O R T A N T N O T E S : The instructions accompanying this form must be followe~ Complete all parts,c h e c k i ng t h e NO NE b ox f or e a c h p a r t wh e r e y ou h a v e no r e p or t a b le ~n f or m a t i om S i g n on la s t p a g~

    ~ NONE (No reportable positions.)P O S I T I O N NAME OF ORGANIZATIOn/ENTITY

    1 .

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    FINANCIAL DISCLOSURE REPORT I Name of Person Reporting DateofReportP a g e 2 o f 7[ Jones, Robert E,

    04/29/2010

    1TI. N O N - I N V E S T M E N T 1 2 ~ C 0 M E . a ~ p o r ~ ,~ ~ a l v ~ a .~ l ,~ ~ o , ~ e ; ~ , ~ ~ 1 7 -2 4 of .fdtng instruction,~.)A. Filers Non- Inves tment Income

    NONE (No r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e , )D A T E SOURCE AND TYPE INCOME( y o u r s , n o t s p o u s e s )

    1. 2009 T h e R u t t e r G r o u p - W e s t P u b l i s h in g - R o y a l t i e s $ 1 7 , 9 9 7 o 0 02.3,4.

    B . S p o u s e s N o n - I a v e s t m e n t I n c o m e - If you were m~ried duffng my por~on of the reporting year, omplet~ this sec~or~(Dol lar amount no t r e qui r e d e xce pt for honor ar ia. )~-~ NONE (No r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e , )

    D A T E SOURCE AND TYPEl,2.3.4.

    (Include~ those to spouse and dependent children; aee pp. 25-27 of fi l ing instructior~.)

    [] NONE (No r e p o r t a b l e r e i m b u r s e m e n t s . )S O U R C E D A T E S LOCATION PURPOSE I T E M S P A ID Q p ~ P R O V I D E D

    I,2.3.4.5.

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    FINANCIAL DISCLOSURE REPORT t [ Na m e o f P e r s o n R e p o r ~ n g [ Date of ReportPage 3 of 7

    I Jones, Robert E. [04/29/2010

    V. GIFT S. a~clu~ ~nse toN O N E ~ o r epor t ab le g~ s . )

    SO~CE DESC~PTION NAL~1 .2.3.4.5.

    V I . L I A B I L I T I E S . a n a , a ~ ~ o ~ o f , o . ,, ,d d e w , a ~ t children; see pp. 3 2 - 3 3 of fding lnstruction&)N O N E ( !g o repor table l iabi li t ies . )

    C R E D I T O R D ESC R IP TIO N VAL U E C O D E1 .2.3.4.5.

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    FINANCIAL DISCLOSURE REPO RT [ N a m e o f P e r s o n R e p o ~ d a g DateefReportPage 4 of 7

    ! Jones, Robert E.04/29/2010

    V I I . I N V E S T M E N T S an d TRUSTS - i~o ,~ , ~ t ,~ . ~o ,~~ .~ a~ ~o~ o i~o ,~ ~ d d ,~ ,~ t ~ i~ , ; see p t~NONE (~o r e p o r t a b l e i n c o m e , a s s e t s , o r t r a n s a c t i o n s .)

    A. B. C. I D.D e s c r i p t io n o f A s s e t s Income dur~g Gross value at end [ T r a m a c ~ o n s d u r i n g r e p o r t in g p ~ r i o d(including t~st asse~) ~p orting p eriod o f r e p o r t i n g p e r i o d

    P l a c e " ( X ) " a l ~ e r e a c h a s s e t A m o u n t T y p e ( e . g . , Value [ V a l u e T y t m ( e . g . , D a t e Vah~e ] GainI Identity ofe x e m p t f r o m p r i o r d i s c l o s u r e C o d e 1 d i v . , r e n t , C o d e 2 M e t ho d buy, sell, mm/dd/yy Code 2 ] .Code [ buyer/se lle r( A - H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( ~ - P ) ( A - H ) ( i f p r i v a t e( Q - W )

    l. Abbot~ Laboratories Common Stock 0) D D i v i d e n d K T2. Automatic Data Processing, Inc. Common D D i v i d e n d K TSt0 ek3. C10rox Co. D e!. Common Stock (J) D D i v i d e n d K T

    4. Coea-Cola Company Common Stock (J) B Dividend K T5. Emerson Eleetrlc Co. Common Stock (Y) C D i v i d e n d J T

    : 6 . Ge rteral Electric Co. Commo~ Stock (J) None S o l d 02/27/09 J7. ~olms~n & Johr~on Common St~c~ (J) D D i v i d e n d K T8. Omnicom Group, Inc. Common Stock (J) E D i v i d e n d K T

    [ 9 . Pep sico, Inc. Common Stock (J) B D i v i d e n d J T1 0 . Sysco Corp. A Dividend K T1 1 . All iance Govt. RESR.V Money Mkt (J) B Interest M T1 2 . Wel l s Fa rg o Ban k C heckin g Accou n t ( J ) A Interest J T I1 3 . We l l s Fa rg o Ban k C heckin g Accou n t (S) A Interest J T1 4 . Wells Fargo Bank Market Interest Account B Interest K T(3 )1 5 . Wel l s Fa rg o & C o . None S o ld 04/13/lY) J1 6 . R.obe rt E . Jones ~:~.~I :~ Ins Fund - A Interest K T1 7 . Proctor & Gamble Co. D Interest K T

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    FINANCIAL DISCLOSURE REPORT N a m e n f P e r s o n Re p o r t i ng DateofReportPage 5 o f 7 JOhn, , Robert E. 0 4 1 2 9 / 2 0 1 0

    1 9 . Colgate Palmol ive Co. A D i v i d e n d K T20 . Jensen P ortfol io D D i v i d e n d K T21 . Fed . Home Loan Ban ks C on s . Bds . None M a t u r e d 0 4 1 2 0 / 0 9 B22 . l ensen P o r t fo l io J Share s G D i v i d e n d K T23 . Patterson Companies E Dividend Sold 08/16/09 K B2 4 . Wate rs Co rp Co rn E D i v i d e n d K T

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    N a m e o f P e r s o n R e p o r t in g

    ]

    Date of ReportF I N A N C I A L DISCLOSUREREPORTP a g e 6 o f 7 0 4 / 2 9 / 2 0 1 0VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.

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    FINANCIAL DISCLOSURE REPORT Name of Person Reporting D a t e o f R e p o r t IPage 7 o f 7 J o n e s , R o b e r t E . 04/29/2010 .IX. C E R T I F I C A T I O N .

    I c e r t hey t ha t a l l in fo rmatio n g iv en abo v e ( inc luding in fo rmat io n pe r t a in ing t o my ~ po use an d mino r o r dep enden t ch i ld r en , i f any ) i saccura t e~ t rue , and co mple t e t o th e be s t o f my k no w ledge an d be l ie f , and t ha t any in fo rmat io n no t r e po r t ed was w i thhe ld because i t me t app l icab le s ta t u to tTp ro v is io ns pe rmit t ing no n-d l sc lo sure ,

    I fu r t he r c e r t i fy t ha t e a rned inco me f ro m o u t s ide emplo yment and h o no ra r ia and t he accep t ance o f g i f t s wh ich hav e be en r ep o r t ed a r e inco mpl iance wi th t he p ro v is io ns o f 5 U. S . C . app . 5 01 e t . s eq . , 5 U~ . C. 735 3 , and Judic ia l Co nfe rence r egu la t io ns .

    S i g n a t u r e

    N O T E : AN Y I N D I V ID U A L W H O K N O W I N G L Y A N D W E L F U L L Y F A L S I F IE S O R F A I L S T O F I L E T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S . C . a p p . 1 0 4 )

    FILING INSTRUCTIONSMarl s igned or igina l and 3 ad di t ional copies to :

    Committee o n Fina n c ia l D isc losureAdministrative Office of the U n i t e d Sta t e s Cou r t sSuit~ 2-301One Columbus Circle , N.E.Washi ng ton , D.C. 20 5 4 4