Owen M Panner Financial Disclosure Report for 2009

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    A o 1 0 ] FINANCIAL DISCLOSURE REPORT ~eportin GovernmentRequireR ~ . I /~olo F O R C A L E N D A R Y E A R 2009 ~ s u . s . c : a p p . 1 0 1 - H #1 . 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 r s t, m i d d l e i n i t i a l ) 2 . Cour t o r Organ iza t ion 3 - D a t e o f R e p o r tP A N N E R , O W E N M , U .S . D IST R IC T CO U RT , D !ST R ICT O F O R E G O N 03/16 /2010

    4 . T i t l e ( A r t ic l e I I l j u d g e s i n d i c a t e a c t i v e o r s e n i o r s t a t u s ; 5 a . R e p o r t T y p e ( c h e c k a p p r o p r i a te 1 3 , p e ) 6 , R e p o r t i n g P e r i o ~ lm a g i s t ra 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 - ti m e ) [ ] N o m i n a t i o n , D a t e 01/01 /2009SE NIOR. ART ICL E I I I J UDGE ~[--[ I n i t i a ! ~ [-~ Annua l [] Final to.... 1 2 / 3 1 , ~ 2 0 0 95b . [ ] A mended Repo r t

    7 . C h a m b e r s o r O f f i ce A d d r e s s 8 . O n t h e b a s i s o f t h e in f o r m a t i o n c o n t a i n e d i n t h i s R e p o r t a n d a n ymodifications pertaining th ereto, i t i s, i n m y o p i n i o n , i n c o m p l i a n c eUn i te d S t a tes Cou r t hoase with a ppl icab le laws and regula t ions .310 W est Six th Stree tMedford, OR 97501 Reviewing Officer D a t e

    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 N~ " box for each part where you have no reportable information. Sign on last page.

    I . P O S I T I O N S . Cn~o,an~ .a~Sa~io ,~ ; s ee~ .~ N O N E ( N o reportable positions.)

    POSITION NAME OF ORGANIZATION/ENTITY1. DIRECTOR T he H ig h De se rt Mu se u m

    Life Trus tee Lewi s & C la r k C o l lege

    I I. A G R E E M E N T S . ~,,,,~n,g i, ai,ia~.t o,,ty; .~,~ ~,. ~4-~ o[~t~,g instructions.) N O N E (No reportable agreements.) ~ ~_~)

    D A T E P~TIES AND TE~S1.

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    F LN A N C I A L DI S C L O S U R E R E P O R T ~ i m ~ o f P . .. . ~ . ~ o e a n g D . t , o f m p o . ]P age 2 of 6 P A ~ N E R , O W E N M . 0 3 / ~ 6 / 2 0 1 0

    H I . N O N - ~ $ ~ S T M E N T ~ C O M E . (R~or~g indi~idual and sp .... ; secpp . 17-24 0f f i l ing ins ~ucao ns . )A. Fliers N on-Investment Income

    ~ N O N E (No reportable non-investment income.)~ .~ SOURCE ~D TYPE NCOME(yam, not ~ouses~

    1.

    2.

    3.4.

    B . S p o u s e s N o n - In v e s tm e n t I n c o m e - if you were married during any portion of the reporting.year, complete this section.(Dollar amount not required except .for honoraria.)

    NONE (No reportable non-investment income.)D A T E S O U R C E A N D T yP E

    1.

    2.

    3.

    4.

    I V . R E I M B U R S E M E N T S - ,r o .~ V o . .a o n ./ o ~ g i n z , S o o d . ente.ai .... t(lncfudes those to spouse and dependent children, see pp. 2 J-27 ~fillng instructions,)

    N O N E (No reportable reimbursements.)~ ~ L O C A T I O N PU~OSE ITEMS PAID OR PRO~qDED

    I.2.

    3.

    4.

    5,

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    Name of P erson Reporting ] Date of Repor~F I N A N C I A L D I S C L O S U R E R EP O R T PANNER, oV~r EN M.P age 3 of 6

    1o 3 , , 1 6 a o ~ o

    V . G I F T S . a n ~ l u , ~ e s t ~ o s , to s p o ~ , ~ a , , a depenaent ch i laren; see p p . 2 ~ - 3 1 of . f i l ing i r~ trut t i or ts . )N O N E (No repor tab le gi~s . )

    S O U R C E D E S C R I P T I O N V A L U E _I.2.3.4.

    V L L I A B I L I T I E S . a , ~ t ~ , ~ e s t ~ o . , e o f , p . . . .. . . ~ dependent children; s e e p p . 3 2 - 3 3 offillng instructions.)N O N E ( N o repor table l iab i l i t ie s . )

    C R E D I T O R D E S C R I P T I O N V A L U E C O D E!.2.3.4.5.

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    FINANCIAL DISCLOSURE R E P O R T ~ .... fP ..... R e p o ~ t i n g [ D a t e o f R e p o r tP age 4 of 6 P A N N E R , O W E N M . 0 3 / 1 6 / 2 0 1 0V I I. IN V E S T M E N T S a nd T R U S T S - ~ o . ~ , . . t ~ , , ,. o ~ o c n o , ~ a . c ~ d ~ t o o . . o / ,~ o ~ . ~ . a a ~ . ~ d . ~ c~itar, n; s , e p r . 34-60 o f f ! l ~ g

    NONE (No reportable income, assets, or tra~actions.)D e s e f i p t i o ~ o f A s s e ~ 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 Tmns~ons dur ing reposing period( i n c lud i ng ~ s~ ~m) r @ o a i n g p e ~ ~ o f r ~ o ~ i n g p ~ o d

    O) [ ( 2 ) ~ ~ (2) (~ ) ~2) ] (3) ( 4 ) ( s)va l ue Identi~ oflace "(X)" af ter ~ch ~et ~o u n t ~ T~e ( e .g . , Vatue Type(e.g.. D a t e ~ V a l ~ ee x e m p t ~ o m p r io r d i s c l o s u re C o d e t d i v . , r e n ~ C o de 2 ~ Mef l a o d buy , sel!, m~d~ W C o ~ 2 t C o d e ] buyer/se[l~ ~ ( A - H ) ( i f p r i v a t eA - H ) o r i r a . ) ~ ( J - P ) . ~ Code 3 i r e d e m p t i o n ) I (J-P) ~ t~n~e t ion)

    ~. S ma l l Acr ea ge N o ne 3 W2 O i l R o y a l b " T ~ t C R o y a l ~ K W

    ~ 3. V~ tag e P e t ro le u m - Ca l i f . C Interest K W4. We l l s F a rg o B an k - c he ck in g ac cou n t A Interest J T5. Cap i t a l I n com e G ld r . F u n d . Mu tu a l F u n d B Interest K T~ . Dav i s N .Y. Ve n tu re F u n d -Mu tu a l F u n d B Interest L T7. Ore g on S t a te B oa rd H ig he r SE R ( Mu n ic ipa l A Interest So ld 4 / I7109 J AB o n d )8. Ore g on DP T Adm in Se s rv i ce s RE F COP S A Interest S o ld l 1/16/09 J A( Mu n i c ipa l B on d)9. L e g g Mason P an n e ~ s Ag g re s s i v e F u n d A Interest J T

    1 0 . Lo r d Abbet t Bo n d Deben t u r e Fund . C la s s C A Interest J T B uy 5/14 /09 31 1 . Lord A bbet t Bond D eben t u re F un d , C l a s s C . A Interest J T B uy 7/24/09 31 2 .

    1 7 .

    2. Va]~ C~ J =$15,000 or less K =$15 . 001 - $5 0 , 000 L = $ 50 .0 0 1 - $ 1 0 0 , 0 ~ M =1100 , 001 -P3 =$25,~0,001 - $50.~,000 P 4 = M ~ r e t h a e S 5 0 , 0 0 0 , ~

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    FINANCIAL DISCLOSURE REPORT Name of Person Reporting , ] D a t e o f R e p o r tPage 5 o f 6 P A N N E R , O W E N M .[

    0 3 / 1 6 ~ 2 0 1 0

    ~ r l .I .I . A D D I T I O N A L I N F O R M A T I O N O R E X P L A N A T I O N S .Small sheep operat ion on the acr eage we bye .

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    ! ce r t if y t ha t a l l i n fo r ma t i o n g i ven a bo ve ( i n c lud i ng i n fo r ma t i o n pe r ta i n i ng t o my spo u se a nd mi no r o r dependen t ch i ld r en , if a ny ) i sa ccu r a t e , t r ue , a nd co mple t e t o t he be s t o f my kno w ledge a nd be l ie f , a nd t ha t a n y i n fo r ma t i o n no t r epo r t ed wa s w i t hhe ld beca u se i t me t a ppl i ca b le s t a t u t o r ypr o v i s i o n s pe r mi t ti n g no n - d i s c lo su r e .I f u r t he r ce r t i f y t ha t e a r ned i n co me f r o m o u t s i de emplo ymen t a nd h o no r a r i a a n d t he a ccept a n ce o f g i f t s w h i ch ha ve been r epo r ted a r e i nco mpl i a n ce w i t h t he pr o v i s i o n s o f 5 U .S .C . a pp . 501 e t . seq. , 5 U .S .C . 7353 , a nd Jud i c i a l C o n fe r ence r egu la t io n s .

    Si

    N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F I E S O R F A I L S T O F I LE 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 LAND C R] [IV I INA L SANCT IO NS ( 5 U .S .C . app . 1 0 4 )

    F I L IN G I N S T R U C T I O N SM a i l s i g n e d o r i g i n a l a n d 3 a d di t i o n a l c o p i e s t o :

    C o m m i t t ee o n F i n a n c i a l D i s c l o s u r eA d m i n i s t ra t i v e O f f i c e o f t h e U n i t e d S t a t es C o u r t sS u i t e 2 - 3 0 1O n e C o l u m b u s C i r c l e , N . E .W a s h i n g t o n , D ,C . 2 0 5 4 4