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POSITION NAME OF ORGANJZA TION/ENTITY
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PARTIES
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Report Required by the Ethics FINANCIAL DISCLOSURE REPORT AOJO in Government Act ofJ 97 8 Rev. I/2010 FOR CALENDAR YEAR 2009 (5 u.s.c. app. §§ 101-111)
l. Penon Reporting (last name, first, middle initial)
Hogan, Michael R.
2. Court or Organization
United States District Court
3. Date of Report
05/04/2010
4. Title (Article ill judges indicate active or senior status; rnagistratejudges indicate full- or part-time)
Active Article III Judge
Sa. Report Type (check appropriate type)
D Nomination, Date D Initial [{] Annual D Final
6. Reporting Period
01/01/2009
to
12131/2009
Sb. D Amended Report 7. Chambers or Office Address
United States District Court 405 East 8th Avenue, Suite 5700 Eugene, OR97401
8. Oo the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations.
Reviewing Officer Date
111-f PORT ANT NOTES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page.
I. POSJTI ONS. (Reporting individual only; see pp. 9-13 of .filing instructions.)
0 NONE (No reportable positions.)
I. Partner
2.
3.
4.
5.
II. AGREE NTS. (Reporting indivirlual only; see pp. 14-16 of filing Instructions.)
LZJ NONE (No reportable agreements.)
Pamership
0
.. ·
(/) •·'-}>c..:...
o:> -c1r-.,..,
n ,,,
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I.
2.
AND TERMS
3.
Hogan, Michael R.
SOURCE AND TYPE
SOURCE
SOURCE PURPOSE
INCOME
FINANCIAL DISCLOSURE REPORT
Page 2of19
Name of Person Reporting
Hogan, Michael R.
m. NON-IN"VESTl\IBNT IN COl\IB. (Reporting individual am/ spouse; see PP· 17-24 offiling instructions.)
A. Filer's Non-Investment Income
[{] NONE (No reportable non-investment income.)
Date of Report
05/04/2010
(yours, not spouse's)
l.
2.
3.
4.
B. Spouse's Non-Investment Income - If you were married d11ring ""yp
SOURCE
DESCRIPTION VALUE
Dale of ReportName of Person ReportingFINA.i CIAL DISCLOSURE REPORT
Page 3of19 Hogan, Michael R. 05/04/2010
1.
2.
V. GIFTS. (Includes those to spouse and depemlent children: see pp. 28-31 of filing instructions.)
[ZJ NONE (No reportable gifts.)
DESCRIPTION VALUE
3.
4.
5.
VJ. LIA.BILITJES. (Inciutks lhose of spouse and tkpendent children; see pp. 32-33 of.filing instructions.)
D NONE (No reportable liabilities.)
CREDITOR
l. Wells Fargo Bank Line of Credit L
2.
CODE
3.
4.
5.
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FINANCIAL DISCLOSURE REPORT
Page 4of19
Name of Person Reporting
Hogan, Michael R.
Date of Report
05/04/2010
VII. INVESTI\r[ENTS and TRUSTS - income, value, trans ctions
I
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Date of Report Nome of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 5of19 05/04/2010Hogan, Michael R.
VII. INVEST NTS and TR US TS - income, •alue, transactions (Includes those of spouse and dependent children; see PP. 'N-60 of filing instructions.>
D NONE (No reportable income, assets, or transactions.) A. B. I c. D.
Description of Assets (including trust assets)
lncomc during reporting period ·1
Gross value at end ofreporting period
Transactions during reporting period
(2) (1) (2) (3) (4) (5) Piace "(X)" after each asset Amount· Type(e.g., Value Value Type (e.g., Date Value Gain Identity of
exempt from prior disclosure Code 1 (A-H)
div., rent, or int)
Code2 (J-P)
Method Code3
(Q-W)
buy, sell, redemption)
mm/dd/yy
I !
Code2
(J-P) Codel
(A-H) buyer/seller (ifprivate
transaction)
18. - Lot Coos County Oregon #3
l9. - Rental Property #4 Coos County Oregon
20. - Rental Property #5 Coos County Oregon
21. - Lot Coos County Oregon #4
22. - Rental Property #6 Coos County Oregon
23. - Rental Property #7 Coos County Oregon
24. - Rental Property #8 Coos County Oregon
25. - Ranch Coos County Oregon
26. - Tyco Electronics
27. - Aegon N V-ADR Arner Reg
28. -Akzo Nobel
29. - Alcatel-Lucent
30. - Astrazeneca PLC Spon Adr
31. - Barclays PLC
32. - British Sky Broadcasting Grp PLC
33. - Contax Participacoes
34. - CVS Caremark Corp
l. ln
I I (2) (I) (J) (4)
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(J-P) (Q-Wl
Da.te of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 6of19 05/04/2010Hogan, Michael R.
Vll. INVESTMENTS and TRUSTS -income, vatue, transactions (Includes those of spouse and dependent children; see PP· 34-fio of filing instructions.;
D N01'.i":E (No reportable income, assets, or transactions.) A. B. c.
Description ofAssets Income during Gross value at end (including trust assets) reporting period of reporting period
Place "(X)" after each asset (I)Amount Type (e.g., Value
(2) Value Type (e.g.,
exempt from prior disclosure Code I div., ren Code2 Method buy, sell,
D.
Transactions during reporting period
(2) ! (3) Date Value GainI
mm/dd/yy Code 2 Code I
(5) Identity of
buyer/seller (A-H) or int_) redemption) (J-P) (A-fl) (ifprivateCode3
- S!'.� .'.' l
35. - Celgene Corp
36. - Deutsche Telecom
37. - Dolby Labs
38. - Ericsson L M Tel Co
39. - First Solar Inc
40. - Fluor Corp New
41. - France Telecom
42. - Fuji Heavy Industries
43. - Fujifilm Hldgs Corp
44. - Glaxosmithkline PLC
45. - Google Inc i
46. - H Lundbeck
47. - HSBC Holdg Pie Sold 11/16/09 J
48. - Hitachi LTD So ld 06/28/09 J
49. - Infineon Technologies Sold 10/01/09 J
50. - Intesa Sanpaolo S P A Sponsored ADR
51. - J Sainsbury PLC
1. Income Gain Codes: A =$ i ,000 or less B =$1,001 - $2,SOO c =$2,501 - $5,000 D =$5,001 -$15,000 E =$1 5,001 -$50,000 (Sec Columns Bl and 04) fm$50,00l -Sl00,000 G =$100,001-SJ,000.000 Hl =Sl,000,001 -$5.000,000 H1 =More than $5.000,000
2. Value Codes J =$15.000 or less K •$15,001-$50,000 L =$50,001 -$100,000 M =$100,001 - $250,000 (See Columns Cl and D3) N =$250,001 -$500,000 o-s500.001 - s1,ooo,ooo Pl =Sl,000,001-$5.000.000 P2 =$5,000,001 -$25,000,000
P3 =$25.000,001-$50.000.000 P4 =More than $50.000,000 3. Value Method Codes Q=Appraisal R =Cost (Real Estate Oc!y) S "'"Assessment T-Cash Market
(See Column C2) U =Book. Value V >Other W=Estimatcd
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Date of Report Name of Person ReportingFINANCIAL DISCLOSURE REPORT
Page 7of19 05/04/2010Hogan, Michael R.
VII. INVESTMENTS and TRUSTS - income, •alue, transacnons (Inctudes those ofspoU1Se and dependent children; see PP. u-60 of filing ins1ruct1ons.J
D NONE (No reportable income, assets, or transactions.)
B. C.
Inc omedoring Gross valu e at end (including trust assets) reporting period of reporting period
j (2) (I) (2) (!)
Vaine Value Type (e.g.,
exempt from prior disclosure div., rent, Place "(X)" after each asset Amount Type (e.g.,
j Code 1 Code2 Method buy, sell, or int.) redemption)(J-P) Code3
(Q-W)
A.
Description of Assers
D.
Transactions during reporting period
(3) (4) (5) Date Value Gain Identity of
Code I buyer/sellermm/dd/yy Code 2
(A·H) (if private {J-P) transaction)
-- ___ .L_1: ) 52. - Juniper Networks Inc
53. - KT Corp Sponsored ADR
54. - Kingfisher PLC
- Koninklijke Ahold NV
56. - Korea Elec Pwr Corp
57. - Magna International Cl
58. - Marks & Spencer Group
59. - Millea Hldgs Inc
60. - Mitsubishi UFG Financial Group
61. - Mitsui Sumitomo Insurance Co
62. - Mizuho Finl Group Inc.
63. - NASDAQ OMX Group
64. - NVIDIA Corp
65. - Nippon Tel & Tel Spon
66. - Portugal Telecom
67. -Qualcomm Inc.
68. - Roche Hldg LTD
1. Income Gain Codes: A =$1,000 or less B =Sl,001 - $2,500 c =$2,501 - $5,000 D =$5,001 - $15,000 E =$15,001 -$50,000 (See Colwnns Bl and D4i F =$50,001 - $!00,000 G =S!00,00! - Sl,000,000 HI =$1,000,00 I - $5,000,000 H2 =Motc than $5,000.000
2. Value Codes J =$15,000 orlcss K=Sl5,00I • $50,000 L =$50,001 - $100,000 M =$100,001 -$250,000 (See Columns CI and 03) N =$250,001 - 1500,000 O =$500,001 -Sl,000,000 Pl =$1,000,001 -$5,000,000 P2 =S5,000,00I • $25,000,000
P3 =$25,000,001 - $50,000,000 P4 =More than $50,000,000 3. Value Method COOes Q Appraisal R :
!
A
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Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 8of19 05/04/2010Hogan, Michael R.
VII. INVESTMENTS and TRUSTS - incume, value, transacliuns (Includes those of spouse and dependent children; see PP· 34-60 ufjiling instructions.)
D NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X}" after each asset exempt from prior discJosure
69. - Royal Bk Scotland Group
70. - SK Telecom LTD
71. - Sanofi-Aventis
72. - Sears Holdings Corp
73. - Seiko Epson Corp
74. - Sony Corp
75. - Stmicroelectronics N V
76. - Sumitomo Mitsui Finl Group
77_ - Swiss Reinsurance
78. - Swisscom AG
79. - TDK Corp Amer Deposit SHS
80. - Tele Norte Leste
Income during reporting period
' (1) (2) !Amount Type (e.g.,
Code l div.• rent, (A-H) or int)
Gross value at end of reporting period
(!) (2) (I) Value Value Type(e.g.,
Code2 Method buy, sell, (J-P ) Code) redemption)
(Q-W)
D Transactions during reporting period
(2) CJ) (4) Date Value i Gain
mm/dd/yy j Code 2 1 Code l I (J-P) (A-H)
--- -------- ---
(5) Identity of
buyerfseller (ifprivate
transaction)
'81. - Telecom Italia
82_ - Telecom Corp New i
83_ • Telecomunicacoes Brasileiras
84. - Telefonica S.A.
85. - Telefonos de Mexico SP
1. Income. Gain Codes: (See Columns Bl and 04)
2. Value Codes (See Columns Cl and 03)
3. Value Method Codes (See Column C2)
A =1 1 ,000 orl.ess F =$50,001 -$100,000 J s1 s.ooo or less N =$250,00! • 1500.000 P3 =S25,000,001 • $50,000,000 Q=Appraisal U =Book Value
B =$1,00 I - $2,500 G =$100,001 -S!,000,000 K =$15.00! - $50,000 0 =$500,001 -$1,000,000
R =Cost (Real Estate Only) V ajther
c =$2,501 - $5,000 HI =$1,000,001 • $5,000,000 L =$50,001 -$100,000 Pl =S!,000,001 - $5,000.000
P4 =Mme than $50,000,000
S =Assessment W =Estimated
0 =$5,001 -$15,000 H2 =More tbao $5,000,000 M =$100,001 • $250,000 P2 =$5,000.001 • S25,000.000
T =Cash Market
E -$15.001 • $50,000
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Name of Person Reporting
Hogan, Michael R.
Date of Report
05/04/2010 FJNANCIAL DISCLOSURE REPORT
Page 9of19
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see PP· 34-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.) A.
Description of Assets (including trust assets)
Place 11(X)11 after each asset exempt from prior disclosure
86. - Thomson Spons ADR
87. - Tim Participacoes
88. - Tomkins F H PLC
89. - Unilever NV NY
90. - Vertex Pharmaceuticals
91. - Vivo Participacoes S A
92. - Wolters Kluwer
93. - Tyco Electronics LTD
: 94. -XL Capital LTD
95. - Flextronics Intnl LTD
96. - Amazon Com Inc
97. - Amgen Inc
98. - Anadarko Petroleum Corp
99. - Autodesk Inc
100. - Bed Bath & Beyond
101. - Berkshire Hathaway Inc.
102. - Biogen Idec Inc
·--·-------
1. Income Gain Codes: A =$ l ,000 or less(See Columns Bl aod 04) F S.10,001 - $!00,000
1. Value Codes J =$!5,000 orless (See Columns Cl and 03) N =$250,001 - $500,000
B. c. Income during Gross value at end
reporting period of reporting period (I) (2) (!)
(2)
!Amount Type (e.g., Value Value Type (e.g.,I Code I div., ren Code2 Method buy, sell, I (A-H
) or int) (J-P) Code 3 redemption)
Sold
Sold
B =$1 ,001 - $2.500 c =$2,501- $5,000 G =$100,001 - U,000.000 HI =$1,000,001-$5,000,000 K=SlS,001-SSO,OOO L =$50,001 - SI00,000 0 =$500,001 -$1,000,000 Pl =$ l,000,001 - $5,000.000
P3 =$25,000.00 l - $50,000,000 P4 =More than $50,000,000 3. Va!uc Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment
(See Column C2) U =Book Value V =Other W =Estimated
···-··
D.Transactions during reporting period
(2) , (3) (4)
(5)Date
I Value Gain Identity of
mmldd/yy Code 2 . Code I buyer/seller(J-P) : (A-H) (if private
' transaction)' ... ... . L.
07/15i09 J
12110/09 J
0 =$5.00 I - $15.000 I:: =$15,00l -$50,000 H2 =More than $5,000.000 M =$100,001 -$250,000 P2 =$5,000,001 - $25,000.000
T =Cash Market
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(J) (3)
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Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 10of19 05/04/2010Hogan, Michael R.
vn. IN"VES TMENTS and TR us TS - income, value, transtJCtions (Includes those of spouse and dependent children; see PP. 34--00 of filing instructions.)
D NONE (No reportable income, assets, or transactions.) r--------- ---- .
A B. C. D. Description of Assets Income during Gross value at end Transactions during reporting period
(including trust assets) reporting period of reporting period
' (1) ! (2) (2) (4) (5) Place "(Xyi after each asset iAmount ! Type (e.g., Value Value Type(e.g., Date Value Gain Identity of
exempt from prior disclosure 'Code I div., rent, Code2 l Method buy, sell, mmidd/yy i Code 2 Code I buyer/seller(A-H) or int.) (J-P) redemption) i (J-P) (A-H) (if private
transaction) _ _ 1------�----····
103. - Broadcom Corp
104. - Cablevision Systems Corp
105. -Canon Inc
106. - CIBA Holding Sold 04/18/09 J
107. - Cisco Sys Inc
108. - Coca-Cola Co
109. - Comcast Corp
110. - Cree Inc
111. -Dell Inc Sold 02/02/09 J
112. - Discovery Holding Co
113. - Walt Disney Co
1!4. - Ebay Inc
1 15. - Electronic. Arts
! 116. - Expedia Inc
117. - Forest Laboratories Inc
118. - Genentech Inc Sold 03/26/09 J
119. - General .Electric Co
----·-·----··-··-,---·-
I. !ncome Gain Codes: A•Sl,OOOor!ess B-$1,001-$2,500 C •S2,501 -S5,000 D =$5,001 • $15,000 E •$15,00I - $50,000 (See Columns Bl znd 04) F=$50,00l-$l00,000 G =SI00,001 -$1,000,000 HI · l.000,00! -$5,000,000 H2 •More than S5,000,000
2_ Value Codes J =$15,000 or less K •$15,001- $50,000 L =$50.001 - $100,000 M =$100,001-$250,000 (See Coh:mns Cl and D3) N •$250,001 - $500,000 0 =$500,001- $1,000,000 Pl =Sl.000,001 -$5,000.000 P2 =$5.000.001 -$25,000,000
P3 =$25,000,001 -$50,000.000 P4 =More than SS0,000,000 3. Value Method Codes Q Appraisol R =Cost (Real Estate Only) S =Assessment T -Cash Market
(See Column C2) U =Book Value v "'°'1l
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FJNANCIAL DISCLOSURE REPORT
Page 11 of 19
Name of Person Reporting
Hogan, Michael R.
Date ofReport
05/04/2010
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse arn/ dependent children; SU PP· 34-60 of filing i.nstruclions.)
D NONE (No reportable income, assets, or transactions.) A. B. c. D.
Description of Assets Income during Gross value ate nd Transactions during reporting period (including trust assets) reporting period of reporting peri od
I (4)(2 (1) (2) (3)(!) (2) !Amount Type (e.g., GainValue Identity of Place "(X)" after each asset Value Value Type (e.g., Date
IICode I div., ren i Code I buyer/sellerMethod buy, sell, mm/dd/yy Code2Code 2 exempt from prior disclosure i Code} redempti1>n) (J-P) (A-H) (if private (A-H) or int.)
L.( P transaction)J_(Q- II) 120.
121.
i 122.
I 123.
124.
125.
126.
127.
i 128.
129.
130.
131.
132.
133.
134.
135.
136.
- Genzyme Corps
- Home Depot Inc
- Intel Corp
- Italcementi Fabrich Riunte
- Jolmson & Johnson
- LJ Communications Hldgs Inc
- Liberty Global Inc
- Liberty Globalk Inc Ser C
- Liberty Medja Hldg Corp
- Liberty Media Hldg Corp Cap Ser A
- Microsoft Corp
- Nissan MTR LTD
- Nokia Corp
- Pall Corp
- Pepsico Inc
-Pfizer Inc
- Procter & Gamble Co
Sold
' '
07/10/09 J
l. lncome Gain Codes: A =$1.000 or less B =$1.001 - $2,500 c =$2.501. $5.000 D =$5,001 -S 15,000 E=$!5,01ll -S50,000 (Sec ColllmllS BI aod D4) t-=S50,001-$100,000 G•$100,00I - $1,000.000 HI =$1,000,001 -$5,000,000 H2 =More than 15,000,000
2_ Value Codes J =$15,000 or less K-$15,001- $50,0DO L -uo,001 - $100,000 M =$100,001 -$250,000 (See Columns Cl and DJ) N =$2500001 -$500,000 0 =$500,001- $1,000.000 Pl =$1,000,001 -$5,000,000 P2 =$5.000,001 • $25,000,000
P3 -$25,000.001 -$50,000,000 P4 =M=: than $50,000,000 3. Value Method Codes Q •Appraisal R ..Cost (Ren[ Estate Ooly) S =Assessment T ashMarkct
(See Column C2) U =Book Value V =Other W =Estimated
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(l) (2) (1)
Date of Report Name of Per.on Reporting FINANCIAL DISCLOSURE REPORT Page 12of19 05/04/2010Hogan, Michael R.
VII. INVESTMENTS and TRUSTS - income. value, ITansactions (Includes those of spouse and dependent children; see PP· 34-60 of ftUng instructions.)
0 NONE (No reportable income, assets, or transactions.) A. B. c. D.
Description of Assets Income dwing Gross value at end Transactions during reporting period (including trust assets) reporting period of reporting period
(2) (3) (4)(!) Place "(X)" after each asset Amount
Code I exempt from prior disclosure (A-H)
137. - Sanisk Corp
138. - Takeda Pharmeaceutical
139. - Time Warner Inc
140. -Toyota Motor Corp
Type (e.g., div., rent,
or int.)
Type (e.g., Date Value GainValue Value buy, sell, nun/ddlyy Code 2 Code ICode2 Method I
redemption) (J-P) i (A-H)(J-P) Code3 (Q-W)
..
Sold 11109109 J
Identity of buyer/seller
(if private transaction)
i 14l. - UnitedHealth Group
142. - Wolseley PLC
143. - Allied World Assurance Co Sold 01/06/09 J
144. - Nabors Industries Ltd Sold 05115109 J
145. - Anadarko Petroleum Corp Sold 11113109 J
146. - App lied Materials Inc Delaware
147. - Dover Corp Sold 06/11/09 J
148. - Enzo Biochem Inc
149. - Juniper Networks Inc
150. - Lawson Software Inc
l5t. - Telkonet Inc
11s2. - Weatherford Intl Ltd
153. -Actel Corp
J. lacomc Gain Codes: A =S 1,000 or less B =$1,00l -S2,500 c =$2,501-$5,000 D =$5,0Ql -$15,000 E =$15,001 • $50,000 (See Columns Bl and 04) F =$50,001 - SI 00,000 G =$100,001 -$!,000,000 HI =S!,000,001-$5,000,000 H2 More than $5,000,000
2, Value Codes J -$15,000 or less K -St5,001-$50,000 L =l.'i0,001 -$100,000 M =$I 00,001 - $250,000 (See Columns C 1 and DJ) N =$250,00 l • $500.000
P3 =$25,000,001 -$50,000,000 0 =$500,00t - s1,000,000 Pl =$1,000,001 -$5,000,000
P4 =More tl:an $50,000,000 P2 =$5,000,001 • $25,000,000
3. Value Method Codes I (Se
I
·1· .
!' , I
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(1) Type (e.g.,
buy, sell,
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 13 of 19 05/04/20l0Bogan, Michael R.
VII. INVESTMENTS and TRUSTS - income, value, transacnons r1nc1udes those of spouse and dependEJtt children; see PP· 34-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.) A. ----. --B -···········
Description of Assets Income during
---i
Gross va e at end D Transactions during reporting (including trust assets) reporting period of reporting period
(!) (2) (!) (2) (2) (3) (4) (5)Date Gain Identity ofType (e.g., Value Value
or int.)
Place 11(Xr' after each asset Amount • Code l
Value mm/dd/yy Code 2 Code I buyer/sellerCode2 Methoddiv., rent,exempt from prior disclosure
(J-P) (A-H} (if private (A-H} Code 3 redemption) transaction)(Q-W) J
154. - Air Products & Chemicals Inc
155. -Akorninc. Sold 03/25/09 J
156. - American Intl Group Inc Sold 03/16/09 J
157. - Avery Dennison Corp Sold 05106109 J
158.
159.
160.
161.
162.
163.
164.
165.
166.
167.
168.
169.
170.
- Bank of America Corp
- Brush Engineered Mats.
- CIT Group Inc
- Chevron Corp
- Cisco Sys Inc
- Compugen LTD
- Emerson Electric Co
- Franklin Resources Inc.
- Foster Wheeler LTD
- Gamco Investors Inc.
- General Electric Co
- Halliburton Co Holdings
- Hess Corp
Sold
Sold
Sold
Sold
03126/09 ]
04123/09 J
04/07/09 J
03/13/09 J
l. locomc Gain Codes: A =$1,000 or less B =S l.00 l • $2.500 c =$2.501 • $5,000 0 =$5,001 - $15,000 E =$15,001 • S50,000 (See Columns Bl and 04) F =$50,00l • $100,000 G =$100,00l • Sl,000,000 HI =Sl,000,00 1 - $5,000,000 IJ2 =Mon: than $5,000,000
2. Value Codes J =.Sl5,000 ortess K =$15,00l • i\0.000 L=$50,001 ·Sl00,000 M =$!00,00l -$250,000 (See Columns Cl and 03) N =$250,001 • $500,000 0 =$500,001 - s1,000,000 Pl =Sl,000,001 • $5,000,000 P2 =$5,000,001 -$25,000,000
Pl =$25,000,001- $50.000,000 P4 =More than $50,000,000 3. Value Mctbod Codes Q =Apprais..il R =Cost (Real Estate Only) S =Assessment T=CashMarl:et
(See Column CZ) U =Book Value V =Oc'1er W =Estimated
!
!
!
i
I !
. .
J
(4) (5) I
l
!
FINANCIAL DISCLOSURE REPORT Page 14of19
Name of Person Reporting
Hogan, Michael R.
Date of Report
05/04/2010
VII. INVESTMENTS and TRUSTS -im:ome, value, transactions (Includes those of spouse and dependent children; see PP· 34-60 of filing instructions.) D NONE (No reportable income, assets, or transactions.)
A.
Description of Assets
(including trust assets)
·-- -· · ··a- ---r .
Income during j reporting period
c.
Gross value at end of reporting period
Transactions duri reporting period ____I
I 71.
172.
173.
174.
175.
176.
177.
178.
Plac=- "(X)" after each asset
exempt from prior disclosure
- fstar Finl Inc.
- Intelloa Corp
- LaSalle Hotel
- Key Tronic Corp
- Marathon Oil Corp
- Medtronic Inc
• Microsoft Corp
- MGIC Invt Corp
i 179. - McDermott Intnl Incl-.
180. - Metlife lnc.
181. - Motorola Inc
182. - Murphy Oil Corp
: 183. - National Oilwell Varco Inc
i 184. - Network Equip Techs
185. - Norsk Hydro
186. - Nucor Corp
187. - Nordstrom Inc
1. Income Gain Codes: A =$1,000 or less (Sec Col\lllltlS B t and 04) F =$50,001 -$100,000
2. Value Codes J =$15,000 or less (See Columns Cl and 03) N =$250,001 • $500,000
(I)'Amount
Code I
(A-H)
P3 =$25,000,001 -$50.000.000 3. Value MethodCode:s Q=Appraisal
(See Collllllll C2) U =Book Value
(2) (!) Type (e.g., Value
div., rent, Code2
(J-P)or int.)
B =Sl,001-$2,500 G =St00,001 • $1,000,000 K. =$15,001- $50,000 0 =$500,001 • $1.000,000
R =Cost (Real i:.tatc Only)
V=01her
(2) (I) Value Type(e.g.,
Method buy.sell,
Code3 redemption)
(Q-W)
Sold
Sold
Sold
Sold
Sold
Sold
Sold
c =$2.50.1 - $5,000 HJ =$1,000.00i • $5,000,000 L =S50,00J -Sl00,000 Pl =$1,000,001 -$5,000,000 P4 =More thon $50,000,000 S :=:Assessment
W =Estimated
(2) (3) Date Value
mm/dd/yy Code 2 (J-P)
03/02/09
09/07/09 J
11/11/09 J
03/11/09 J
01120/09 J
02124/09 J
04/03/09 J
D =$5,001 - $ 15,000
Gain Code I (A-H)
H2 =More than $5,000,000 M =$100,001 • $250,000 P2 =$5,000,001 • $25,000,000
T -Cash Mark:ct
Identity of
buyer/seller
(if private transaction)
E=$15,00l ·$50,000
---1 ·
01lJ (2) (2) (I) I I
---------------------·-----�-----� -------�
i
I i
(3) (4J
Date ofReportName of Person Reporting FINANCIAL DISCLOSURE REPORT Page 15 of19 05/04/2010Hogan, Michael R.
VIl. INVESTMENTS and TRUSTS - income, vatue, transactions r1ncludes those of spouse and dependent children; see PP. 34-•o of.filing instrucnons.J
D NONE (No reportable income, assets, or transactions.) --------
A. B. c. D. Description of Assets Income during Gross value at end Transactions during reporting period
of reporting period (including trust assets) reporting period (I)
: (2)Date Value i (5)
Place 11(X)" after each asset exempt from prior disclosure
Value Value Type (e.g., :Amount• Type(e.g., I
Identity of buyer/seller
Gain Code 1 i Code ICode2 Method buy, sell, llllllidd/yy Code 2 'div., rent, (A-H) Code3 redemption) (J-P) (A-H)(J-P) (if private or int.)
188. - Oracle Corp
189. - Peabody Energy Corp
190. - Pepsico Jn.
191. - Penske Auto Group Inc
192. - Perini Corp
193. - Petrobras
194. - Qualcomm Inc
195. - Schlumberger LTD
196. - Semi tool Inc.
197. - Stale Street Corp
198. - Starbucks Corp
199. - Stryker Corp
200. - Texas Instruments Inc
201. - Thomas Wiesel Partners
202. • Tidewater Inc
203. - Time Warner Inc
204. - Valero Energy Corp
Sold
Sold
Sold
Sold
Sold
Sold
06116/09
08107109
02124/09
11/17/09
021! 1/09
11/13/09
J
J
J
]
J
]
transaction)
i
(Q-W)
1. Income Gain Codes: A =Sl,000 or less B =Sl,001- $2.500 C=$2,501-$5,000 D =$5,001 · $15,000 E =$15,001 - $50,000 (See Columns BI and 04) F =$50,001 • $100,000 G =$100,001- $1,000.000 111 =s1.ooo,001 - S5.ooo.ooo H2 =More than S5,000,000
2. Value Codes J =$15.000 or less K=$15.001 · $50,000 L =$50,001 • $100,000 M =$100,001 - $250,000 (See Columns Cl and 03) N =$250,001 - $500,000 0 =SS00,00! - $1,000.000 Pl =$1.000.001 - $5,000,000 P2-S5,000.00I • $25,000.000·
P3 =$25.000,001 - $50,000,000 P4 =More than $50,000,000 3. Value Method Codes Q =A ppraisa! R :Cost (Real Estate Only) S =Assessment T =Cash Market
(See Column C2) U =Book Value V =Other W=Estimared
i
A. a c ·----------- --···-----
report ing_p_en_·od_-----l __ of_r_ep_o_rt_in_g_ p _en_·o_d _+----- --,- -·--------··- --·--·-·------' I
i
·-.___________
I
l
0.
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT Page 16of19 05/04/2010Hogan, Michael R.
VII. INVESTMENTS and TRUSTS -income, vallll, tran.•actions (Includes those of spouse and Jepernient c1111Jren; see PP. J4-6o of filing instructions.) NONE (No reportable income, assets, or transactions)
Description of Assets (including trust assets)
Income during Gross value at end Transactions during reporting period
Place "(X)" after each asset exempt from prior disclosure
(1) I (2) !Amount ype (e.g., : Code I div., rent, · (A-H) or int.)
(l) Value
Code 2 (J-P) i
(2) Value
Method (J)
Type (e.g., buy, sell,
redemption)
(2) (3) (4) Date j Value Gain
mm/dd/yy I Code 2 Code 1
_ __
t (A-H) (5)
Identity of buyer/seller
!: :: )
205. - Veeco Instruments Inc Sold 06/25/09 J
206. - Zimmer Holdings Inc Sold 02/02/09 J
207. - Umpqua Bank Stock
208.
! 209. Henkel AG & Co X
210. Freeport McMoran Cooper X
211. Calloway Golf X
212. Cohen & Steers X
213. Cornverse Technologies X
214. Federated lnvestrnentsX
215. Fluor Corp New X
216. Janus Capital X
/ 211. US CellularX
218. Abbott Labs X
! 219. Mueller Water X
220. ON Semiconductor X
221. Hewlett Packard X
Buy 04/22/09 J
Buy 04/01/09 J
Buy 08/06/09 J
Buy 06/08/09 J
Buy 07/30/09 J
Buy 10/21/09 J
Buy 10/21/09 J
Buy 03/24/09 J
Buy 10/14/09 J
Buy 08/14/09 J
Buy 10105109 J
Buy 04/14/09 J
Buy 05120/09 J
..___
l. lucome Gain Codes: A =Sl,000 or less B =$1,001- $2,.500 c =$2.50 l - $5,000 D =$5,001 • $15,000 E =S15,001 • $50,000 (See Columns Bl Md 04) F =$50,00 l - SI00,000 G =$100.001 • Sl,000.000 HI =$1,000,001 • $5,000,000 H2 =Mon: than SS.000,000
2. Value Codes J =S l 5,000 or less K =$15,001 • $50,000 L =$50.001 • S100,000 M =Sl00,001 • $250.000 (Sec Columns Cl and DJ) N =$250,001 • $500,000 O $500,001 • Sl,000.000 Pl =s1,ooo,001. ss,000.000 P2 =$5,000.001. $25.000,000
P3 =$25,000,001 - $50,000,000 P4 =More than $50.000,000 3. Value Method Codes Q =Appraisal R ost(Real EstateOuly) S ==Assessment T =Cash Market
(SeoColu= C2) U =Book Value V =Other W =Estimated ·---·- ----·-
I
lfilethod
-�----J---
(4)
I i i ---I i
B. C.
(2) (!)
-------·-- -
Date of Report Name of Person ReportingFINANCIAL DISCLOSURE REPORT
Page 17of19 05/0412010Hogan, Michael R.
VII. INVESTMENTS and TRUSTS - income, value, transactions
-iiLlill rincreased
Name of Penon Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 18of19 Hogan, Michael R. 05/04/2010
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicateparto[ReporL)
In Part VII, the following additional comments ....... ................. .
(Partne ship interestPartnership consists of 50% interest for this reporter, and type of income includes, interest, rent, capital gains, as well as dividends. since last reporting period due to inheritance.)
FINANCIAL DISCLOSURE REPORT
Page 19of19
Name of Person Reporting Date of Report
Hogan. Michael R. 05/04/2010
IX. CERTIFICATION.
I 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.
I 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 S U.S.C. app. § 501 et. seq., S U.S.C. § 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIF
AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544