D NONE (No reportable positions.)

Transcription

1 Leonard, im D. Report Required by the Ethics.OO FNNCL DSCLOSURE REPOR in Government ct of ftev FOR CLENDR YER 2009 (5 U.S.C. app. O ) 1. Person Reporting (last name, lirst, middle initial) Co1u or Organization Leonard, im D. U.S. District Court.. Oklahoma 04/ itle (rcle ll judges indicate active or senior status; magistrate judes indicate full or partime} District Judge Senior Status Sa. Report ype (check appropriate type} D Nomination, D nitial Date [Z nnual Sb. D mended Report D Final 6. Reporting Period 01/ to 12131/ Chamben or Office ddress 4301 U.S. Courthouse 200 N.W. Fourh Street Oklahoma City, OK On the basis of tbe information contained in this Report and any modifications pertaining thereto, it is, ia my opinion, n complia1tce with applicable laws ud regulations. Reviewing Offcer Date lmpo R N NOES: he instructions accompanying this form must be fouowetl Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page. J, POSONS. (Reporting individual only; see pp. 913 of filing intructions.) D NONE (No reportable positions.) PQSON NME OF ORGNZON/ENY. Board Member University of Oklahoma Spike (rack & Field) Club 5.. GREEMENS. (Reporting individual only; see pp of filing 1"nstructins.) [Z NONE (No reportable agreements.) PRS ND ERS a r, :: _: (:: :; (... c::'. : \ r 9 :;::: 9 uj r. ;o rn < 0 N rn r" i 1 <;.:::. c.: : ro 01 )> rn CJ.

2 FNNCL DSCLOSURE REPOR Page 2 of8 Name of Penon Reportng Leonard, im D. 04/ NONNVESMEN NCOME. (Reporting itulividual and spouse; see pp. 17U of filing instructions.). Filer's Nonnvestment ncome 0 NONE (No reportable noninvestment income.) SOURCE ND YPE NCOME (yours, not spouse's) Oklahoma Public Employees Retirement $15, B. Spouse's Nonnvestment ncome /[you were married during any portion of the reporting year, complete this st!cion. (Dollaramount not required except for honoraria.) 0 NONE (No reportable noninvestment income.) SOUCE N YE. Dec Contract Employee Henry Zarrow Foundation V. REJMB URSEMENS transportation, lodging, food, entertainment. (ncludes those to spouse an dependent children: see pp. 15Z7 of filing instructions.) [Z NONE (No reportable reimbursements.) SOUE DES LOCON PUOSE EMS P OR PRODED. 5.

3 FNNCL DSCLOSURE REPOR Page 3of8 Name of Person Reporting Leonard, im D /2010 V. GFS. (nclude those to spouse and dependent children; see pp of fiing instrucdons.) [{ NONE (No reportable gifs.) SOURCE DESCRPON VUE. s. V, LBLES. (nclude those of spouse and dependent children, see pp offding instructons.) [Z NONE (No reportable liabilities.) CREDOR DESCRPON VLE CODE. 5.

4 _ s FNNCL DSCLOSURE REPOR Name of Penon Reportng Page 4of8 Leonard, im D. 04/22/2010 V. NVESMENS and RUSS income, value, trans,,ctins r1nc111des thou of spouse and dependent chdren; see PP u4io of filing instructions.) D NONE (No reportable income, assets, or transactions.) escri p s ti: c G o ( :ludi n of sset g trust assets} rep o r ting peiod r of reporting peri o d c p 'L_ () (2) () J (2) Pla e "(X)" a ftereah asset j mou n t 1 y e (e.g., Value Value e m xe ptfr r d sc o e C_od_c_ ' div.,rent, Code2 Method omp o n s! (H) i l ur. o P) "l. ; n m!during ross. Property#, Beaver Co, OK (1980 for c Rent K R $50,000) va : :end r a n _ s _ ac 3) L_ tio n. ns du () (2) i (3) ype (e.g., Date Value buy, sel. nun!dd!yy Cod e 2 redemption) 1 (JP) rtt. n re (4) Gain Code l (H) p e_ g _ r 1 i (5) ldenlity of buye r /seler (ifpriva te _J tranac t ion) Leonard Mt lnv LLC real estate Gunnison Rent N R Co, CO 2004 $300,000 Propert #!,Okla County, OK (appraisal None N Q July 2003)(X) Oil & Gas Royalty nterest, Beaver Co, OK E Royalty K w 5. Oil & Gas Working nterest, Beaver Co, OK F rmagost Unit 6. Oil & Gas Working nterest, Beaver Co, D OK. Leonard # 1 Royalty L w Royalty L w 7. Oil & Gas Working nterest, Beaver Co, D OK, Barby# Royalty L w 8. Oil & Gas Working nterest, Beaver Co, D OK, Beard#! Royalty L w 9. Oil & Gas Royalty nterest, Meade Co, KS appraisal 3118/97 c Royalty K Q i 10. R cct Fidelity Growth & ncome Sold 10/21/09 J Mutual Funds 11. R cct Fidelity Growth K Buy 10/21109 J 1 R cct Fidelity Money Market K 1 OK Public Employees Retirement, Okla. D K w City, OK 1 Cash Value Life nsurance, Chattanooga, nterest J N 15. Bank of Okla Checking cct, Okla. City, nterest J OK 16. Bank of Okla Savings, Okla. City, OK nterest J 17. Fidelity Mutual Funds Spartan Market K lndex(x) 1 See Columns Bl and 04) =$1,000orless F =$50,00l S00,000 B =$ l,001 $2,500 G =$100,001 $1,000,00 Value Codes J =SS,OOOorless K =$15,00 $50,000 SeeColummC andd3) N =$250,001 SS =S.OO Sl, PJ =S2s.ooo,001 sso Value Metod Codes Q=ppraisal R =Cos (Real Esate Oaly) L (See Column C2) U =Book Value V..er c =$2,501 $5,000 D.5,001$15,000 E =SS,001 $50,000 H =Sl,000,001 $5,000,000 H2 =More lhn SS.000,000 L =$50,001 $100,000 M =$100,001 $ r1 =S1,ooo.001 ss PZ =$5,000,001 $25,000,000 P4 =Mor lban $50,000,000 s =ssesmen =Csh Market w =Esima

5 Name of Person Reporting FNNCL DSCLOSURE REPOR Page 5 of8 Leonard, im D. 04/ V. NVESMENS and RUSS income, va(uc, trqnsactions (lncludes those of spouse and depen4ent children; see PP 346 of filing instuctions.) D NONE (No reportable income, assets, or transactions.) 1 C. 4). B. D. Description of ssets ncome during Gross value at end rasactions during reporting period (;7 e;. o ;portingpe: Place "(X)" after eah asset mount YPe (e.g., l Value Value yp (e.g, Date Value Gain dentity of! exempt from prior disclosure Code J div., rent, Code 2 Method buy, sell, mmlddlyy Code 2 Code buyer/seller 11, (QW) transaction) '' L_. (including trust assets) () (2). (3) (5) l ' (H) or int.) (JP) Code 3 redemption) (JP) (H) (if private Fidelity Mutual Funds Growth (X) 19. Fidelity Mutual Funds Growth & ncome (X) c K c Sold 10/21109 K 20. Fidelity Mutual Funds Grwth Company (X) J 21. Fidelity Mutul Funds ggressive Growth (X) } 2 Fidelity Mutual FUnds Cash Reserve (X) J 2 Devon Energy Common Stock (X) K 2 Noble Corporation Common Stock (X) K 25. Sand Ridge Energy J Buy 06/18/09 J 26. Charles Schwab Money Market Fund (X) nterest J 27. Nonproducing Royalty nterest. Brazoria Co, X(X) 28. Bank of Okla Checking cct, Okla. City, OK None J w nterest J 29. R cct CD Bank of Beaver, OK nterest K 30. Vanguard 500 ndex Mutual Funds 3. Vanquard Strategic Equity Fund K J 3 Fidelity Mutual Funds Growth & ncome J i 3 Fidelity Small Capitol Stock J 3 Sentinel nvestments J See Sec. Vlll!. nco Oain Codes! =S l,000 or less B =$1,001 $2,500 C c$,s0l $5,000 D =S5,00 S S,000 E=SS,001 $50,000 (SeeColwnns B and 04) F =Sl0,001 S00,000 0 =S00,001 Sl, H =$!,000,001$5,000,000 H2 =More th SS,000,000 Viue COOcs J =$15,000 or less K=S!S,001SSO,OOO L '450,001 $100,000 M =Sl00,001 $250,000 (SeeColumnsC! and DJ) N =S25,00 SSOQ,000 O =SS0\,001 $1,000,000 Pl =St,000,001 ss, P2 =$ SZS, P3 =S2S,OOO,OO $50,000,000 P4 =More lhan $50,000,000 Viue Metod Codes Q =ppsal R ooost (R.ca &late Only) S= mcnt r =Ch Maket (See Column C2) U =Boo< Value V =Oer W=Estimtod,

6 FNNCL DSCLOSURE REPOR Name of Penon Reporting Page 6 of8 Leonard, im D. 04/22120!0 V. NVESMENS and RUSS income, value, /r{ln$(lcuons (lnc/udes tliosc ofspouu (lnd dependent cldldren; SU pp of filz'ng i'nstructions.) D NONE (No reportable income, assets, or transactions.). Description of ssets (including trust assets) Place "(X)" after each disclosure asset exempt from prior n o r c_,7 _:g_ r!i _+ ;_f_; _ _:_.,.. e :g_c_; _ V l c v. Value div., rent, Code 2 1 Method Code 3 redemption) (JP) (QW) 1 '.:_!_+',;7,:: _ : perio.d (S) l ;unt yp.g.. yp 1:e.g., Date Gain dentity of ' Code buy, sell, mm/dd/yy Code 2 Code (H) buyer/seller (H) or int.) (J P) (ifprivate, transaction), J. 35. Oakark Equity & ncome Fund J : 36. Oakmark Global Fund J 37. NG Direct CD nterest K 38. Legacy Money Market nterest J 39. ReliaStar nsurance nnuity cct (NG) nterest J 40.! CREF nnuity nterest L 41. First Oklahoma nvestment LLC B nterest J J. ncome Gain Codes: S,000 or less (Sec Colmns Bl and D4) F =$50,001 S00,000 Value Cod J $15,000 or less (Sec Columns C 1 and D3) N " t $500,000 P3 <$25,000,001 $50,000,000 Value Method Codes Q =ppraisa (See Colum C2) U=BoolrVaiue B =S1,00 t $2,500 C =$SO G =$100,001St,OOO,OOO K =$ $5\1,000 0.S00,001 Sl, R =Cos(Real Estate Only) V=Other SS,000 H =St,000,001 $ L =SS0,001 $100,000 Pl =Sl.000,001SS,000,000 P4 =More than $50,000,000 S =ssessment W=Estimated D =SS,OO SS,000 H2 =Moic thn $5,000,000 M =$100,001 S2SO.OOO P2 =SS.000,001$25.000,000 =CasbMarlet "".,... _ " '

7 ., FNNCL DSCLOSURE REPOR Name of Person Reporting Date or Report Page 7 of8 Leonard, im D. 04/22/2010 V. DDONL NFORMON OR EXPLNONS. (lndicq partofreporl) Part V, Line 35: Citizens ndex Mutual Funds changed name to Sentinel nvestments

8 .. FNNCL DSCLOSURE REPOR Name of Person Reporting Page 8of8 Leonard, im D /2010 X. CERFCON. certfy 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 nondisclosure. further certify that earned ncome from outside employment and honorarla and the acceptance of gifts which have been reported are n compliance with the provisions of.s U.S.C. app. 501 et. seq., S U.S.C. 7353, and Judicial Conference regulations. Signature NOE: NY NDVDUL WHO KNOWNGLY ND WLFULLY FLSFES OR FLS O FLE HS REPOR MY BE SUBJEC O CVL ND CRNL SNCONS (5 U.S.C. app. 104) FLNG NSRUCONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure dministrative Offce of the United States Courts Suite 2301 One Columbus Circle, N.E. Washington, D.C