({ NONE (No reportable non-investment income.)

Transcription

1 Duggan_Patrick_J

2 FNANCAL DSCLOSURE REPORT Page 2of7 DUGGAN, PA TRCK J. ll. N 0 N-NVESTMENT N CO ME. (Reporting individual and spouse; see pp of filing instructions.) A. Filer's Non-nvestment ncome ({ NONE (No reportable non-investment income.) SOURCE AND TYPE NCOME (yours, not spouse's) B. Spouse's Non-nvestment ncome - /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.) SOURCE AND TYPE V, REMBURSEMENTS transportation, lodging, food, entertainmenl (ncludes those to spouse and dependent children; see pp of filing instructions.) - ({ NONE (No reportable reimbursements.) DATES SOURCE LOCATON PURPOSE TEMS PAD OR PROVDED

3 FNANCAL DSCLOSURE REPORT Page 3 of7 DUGGAN, PATRCKJ. V. G JFTS. (ncludes those to spouse and dependent children; see pp of filing instructions.) [l NONE (No reportable gifs.) SOURCE DESCRPTON VALUE 5. VJ. LABLTES. (ncludes those of spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable liabilities.) CREDTOR DESCRPTON VALUE CODE 5.

4 FNANCAL DSCLOSURE REPORT Page 4of7 DUGGAN, PATRCK J. V NVESTMENTS and TRUSTS - income, vutue, trunsuctions r1nc1udes those of spouse und dependent children; see PP of filing instructions.) 0 NONE (No reportable income, assets, or transactions.) - L_ A. B. c. D. Description of Assets ncome during Gross value at end of Transactions during reporting period (including trust assets) reporting period reporting period () (2) () (2) -+--(1_) 1 (2) (3(4ij (5) Place "(X)" after each asset Amount Type(e.g., Value Value,. Type (e.g., Date Value Gain j dentity of exempt from prior disclosure Code div., rent Code2 Method buy, sell, Month - Code 2 Code! buyer/seller " (A-H) or int.) (J-P) <Q- >_j '! Code 3 redemption) Day (J-P) (A-H) i (if private L L [ - J _ Lake Fann Develop. Co.- parcel ofland, N A nterest J w Merrill Lynch-Cash Mgmt Acct. A Dividend J T Vanguard Prime Money Mkt Acct A Dividend J T LaSalle Bank n/k/a Bank of America A nterest J T 5. Condominium - St. Augustine, FL D Rent M w 6. Vanguard Funds RA A Dividend L T 7. -Small Cap ndex 8. -Precious Metals 9. -Long Tenn Bond 10. -European Stock ndex nv Health Care Fund nv ndex Fund nv. 1 -Developed Market ndex 1 -Small Cap. Growth ndex 15. T. Rowe Price - Cap Apprec. A Dividend J T 16. T. Rowe Price Emerg. Mkts A Dividend J T 17. T. Rowe Price Total Eq.Mkt A Dividend J T ncome Gain Codes: A =$1,000 or less B =$1.00 -$2,500 c =$501 -$5,000 D =$5,001 -$15,000 E =$15,001-$50,000 (See Columns B and D4) F =$50,001 -$100,000 G =$100,00 - $1,000,000 H =$1,000,001 -$5,000,000 H2 =More than $5,000,000 ' Value Codes J =$ or less K =$15,001 - $50,000 L =$50,00 -$100,000 M =$100,00 -$250,000 J (See Columns Cl and D3)! / Value Method Codes N =$250,00 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal 0 =$500,00 - $1,000,000 R =Cost (Real Estate Only) P =$1,000,00 -$5,000,000 P4 =More than $50,000,000 S =Assessment P2 =$5,000,001 - $25,000,000 T =Cash Market L<See Column C2) U =Book Value V=Other W =Estimated

5 _ FNANCAL DSCLOSURE REPORT Page 5 of7 DUGGAN, PATRlCKJ. V NVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those of spouse and dependent children; see PP of filing instructions.; D NONE (No reportable income, assets, or transactions.) l -;..: c-. - T D. oescr t1on of Assets i ncome durin g / Gross value at end of Transactions du r in re o n p g p rti g p : e _ J (5) ",x, ''" '... l dentity of - - "'J,:,.jv '.: ; 'i..- -T? 1 ' ;,' f d.:; ) M;. - ':; ; ':.: ; :,, ' buyer/seller (if private transac ion) t 18. Vanguard 500 ndex A Dividend Sold 12/22 J A 19. Price Media Tech A Dividend J T 20. Fidelity Growth A Dividend Sold 01/23 J A 21. Vanguard Global A Dividend Sold 03/10 J A 2 Vanguard Windsor A Dividend Sold 01/23 J A 2 Black Rock SP500 None J T 2 Swan Valley School District A nt./div. J T Buy 01/10 J ncomegaincodes: A =$1, 000 orless B =$1,001 -$2,500 C =$501 -$5,000 D =$5,001-$15, 000 E =$15,001 -$50, 000 (See Columns B and 04) f =$50,001 -$100,000 G =$100,001 -$1,000,000 H =$1,000,001 -$5,000,000 H2 =Mon: l h an $5,000,000 Value odes 000 or less - M =$100,001$250,000 J =$15, K =$15, L C -$50, =$50,001$100,000 -, (See Columns C and 03) N=$250,001-$500,000 0=$500,001-$1.000,000 Pl =$1,000,001-$5,000, 000 P2=$5, 000,00J -$25, 000, :-fi, r id.cl- '- -;; -' _:_ od _c = :_::_ :_:_ _.G - $5 _ 0000 _ _ = =e=0_ _ s :_;.. 1 E_ _t _1 a e O- nl $ y) _ _:_::_':_::_:'_ oo-:_ 1 _ _ _T_ C = s _ _ h_ M e _ _ k _ J

6 FNANCAL DSCLOSURE REPORT Page 6of7 DUGGAN, PATRCK J. V ADDTONAL NFORMATON OR EXPLANATONS. (lndicatepartofreport)

7 FNANCAL DSCLOSURE REPORT Page 7 of7 DUGGAN, PATRCK J. X. CERTFCATON. certify 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 non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations. NOTE: ANY NDVDUAL WHO KNOWNGLY AND WLFULLY FALSFES OR FALS TO FLE THS REPORT MAY BE SUBJECT TO CVL AND CRMNAL SANCTONS (5 U.S.C. app. 104) FLNG NSTRUCTONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Offce of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C