13
___________ _ D: ____ _ ,i:.C. '." · J POSW N QQTIONI TA I Repot lcuint by the Ethc FINANCIA DISCLOSURE REPORT lo Gvernment Aof l978 . ClnYe 2003 (S U.C. opp.§§ 101-! 11) L P Rc!rii(ttn\ Fir ntl, Midl inl} Mc!. Ma M 4, Tle (hrkic Ill J.g. indicte tctlvu u scniorsiinus mgi.tjudgo iicaic l"ull-or [l-mc) U.; Ciut Jug-Activ Stat 2. Co o Or;niztio N< Ciu C,u o( Appe Dae 0 hii1 Q F!m:! 3. Deof cpo Sf1St04 6. RecǷiog fcei ll!/3 1. OuǹorOfTAddns -.S. Cl of App"ls &. O lc bs ottheiorntion contained in this R ad any modifction pinin; trlo, it i., io my opin\n, in c'lǴ \vith aplible lǵ-and rui:.is. dzOl WetAsSu20 Sa Do C 9237 ReC'ng Oiic -ǰ:.· :'?:.:. ·:.:. . .. ,., ;. · 'ST . 1 ·R-· ',Ǹ.i:· .·:.• . ····· ' . .. ,,_•• - · '.___ ··: ;DZ-· : _ ··:,Ƕ. lMiTAT01E T in:ctio prng Li fo mu b :oJl<. Cm6tcaU par. ckkng te NON b fec p y h nn r0le inforation. Si o l p .:· , ; . ·'; . . ·-·/.E,;.F.GH-·u,... '�.,":.j"".:7kl •: - rX · Q . . ., .:t::: ..''"1,:,-·IJ;::: :-N ·'"'K. L.M-:··.. ""'" · ,. W •: • ..., ǯ.: .. .. .. L POSIONS. tRJ1illl in<idul ot;1 ••p 91; ornr"l irionl - - . V 0 NON . \N•"hleptiors.J I. lcir of Advr RND lit toCvlJkc 2 nnn of Dir 3. BDr cf Vitr 4. Bor QfDcm I AG"S. !Rmginill 01}1 " w. 11u omin11io} C NON . (No rnal< """·l PATE AND 1996 Pe Buidn Pti DzSte. bwld no cotl

FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

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Page 1: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

___________ _ D::ue ____ _

, :.C. '."·J

POSWON NAME QfQRGA!lm.TIONlENTIIY

TA I

Repott ltcquintl by the E.thic:s FINANCIAL DISCLOSURE REPORT lo Government Actof l978 .

CalendarYear 2003 (S U.S.C'. opp.§§ 101-! 11)

L Person Rc!>tirtiiitr(tast.nam\!i First ntltnl!, Middle initial}

Mc!Cc<>wn. Mary M

4], Tilre ( rtk:ic Ill J.u:lg.:s indicate ttctlvu ur scniorsiinus; mil:gistr.ttcjudgo; indicaic l"ull-or [lart-timc)

U.S; Circuit Judge-Active Stat

2. Coor. or Org;;,nizttion

Nln<h Cireuil C,,urt o( Appeals

Date

0 hiitl41 Q F!m::!

3. D.ineof c.port Sf1Stl004

6. Repc iog f'crieid

ll!/20il3

1. Ouun orOffTI:CAddn:ss

-U.S. COlirt of App"'ls

&. On lhc basis: ottheinformntion contained in this Report and any modifications pcrminin;s: therulo, it i.s, io my opin\<in, in co':npl \vith applicable la -sand regui:r.i s.

Ol WestAsm:ctSuite2000

San Diego CA 92037 ReviCl'.'ing Ofiicer

• - :.....· :'?;:.::. ·:.::. • . .. ,., ;.. · ' .. 1 · - · ', .i:.« ·.·:.• . ····· ' ..L.:. ,,_•• • - · '. ___ ··::,._ ; -· •• : _ ··:, .lMPOitTANT001ES: The ins:ruc.tioru: partying Lbi:G foon must bt :foJl<tiNCd. Compl6tc:aU parts. ckociking the NONE box fur each part

you haYe nn rcp0!1able information. Sign on last pq<: • • .:· , ; . ·'i;;? ..·-·/. ,;.. -.··•••• u,.... '�'..,""';"7:. "";.:7 •: - r · . .., .:t:: : ..''"'1,:;,:,-· ;::: :-- ·'""' . . -:··.. ""'" · ,.. •: • • ...,, .: .. .,... ..

L POSITIONS. tR<J!011illll in<lividual oot;1 •••>pp. 9-1;1 ornr."ll iruMl<:tionsl - -. 0 NONE . \N•"'1*<1"hlep0sttiors.J

I. llcil.rd of Advisors RAND lnstii1ltc tofCivilJustkc

2. nnan:I of Directors

3. BD<>rd cf Visitors

4. Board QfDircctms

IL AGRh"'EMENTS. !Rcportmgindillilllml 001}1 "'° w. 1 1u ormins111struc1ions}

C NONE . (No reponabl< "'""""""'·l

PARTIES AND 1996 Peitins Building Purt.nemtip Seattle. bw.ldin no cootrol

Page 2: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

SOURCEllN\'>FPE; vno:.;s JN("0).1£:

SQ!Jl<Cll ANtJ D"PE

SOURCE O[SC!\IPTION

l.

Nzmeorrrnon R<pornag FINA.:.""!ClAL DISCLOSURE REPORT

III. NON-INVESTMENT INCOME. (Repanillg individual and '!'•USC:"" pp. 17-24ot'filing instructions)

A. FilertiNon-Investment Ineom - NONE \Nu l'\..-pcrtable non-ini;cstment im;Qme.)...

qum. 1 1 !>)

I.

B. Spouse's Non...Jnvcstmeut Ineom .. (lf}'OU wcremanieddurin:g.:anyportion ()ftbe reporting year pleasecwuplete this section. (do!l<tr antount nol reqllircd for honorari:t)

C NONE (No n:pomble nOll·in>""""'"t income.)•

:W03

2. 20-03

IV. REIMBURSEMENTS =•P<><1ulio!\, lodging. food. ell\e;-t:lmm.:..l-

(lnc:lu.dc's.t\;osc to :md depcndentohildn:n. pp.2S 27orinstn1c1ion .}

w NONE (Nosm:hrepormbl•TI:im-ots.)•

l. May 4-6, 2003 - 0.ieago, IL- Moot Court Competition (U.m;io:taiion, meal:;, lodging)

2. July t5-31,:Z003 -Patis. l'r>ncle-USD lnsliluOifor Uu<madonal&Comparative Law (transport11lion, mea . !ll<>d, lodging)

'.!. Oct. 16-17,2003-Arling!On, VA· Boord of M°"'"'&(tnnspomt.inn,me<is, lodging)

4. Oct. l7,200l ·Washington. D.C. • lloar<I ofVisi"""M"'1ing(t on)

5. Oct. 30..3 l, 2003 \\'U:.ington, D.C...Advisocy Beard Meeting: of the J'udieial Oc:treach f>ro.gr.am {uansportation, mcals, lodiin&)

6. Nov · 6 7, 20i!3 - Seattle, V/ A - Amit'USt Meeting (transp-0rtation, mea:l:s}

Page 3: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

SOURCE QESCRJl'I!ON

S/15/2004

D>i.tc of Report FiNANCIAL DISCLOSURE REPORT Name of Pcrstm Reportillg

Mcl«uwn. M'l'J'M -

(blc:h.idr;s t.1osc lu i;pousc unO .Qcpcndcnl children. Sec J)fi. li-27 -0f instructions.}

C. NONE {No such r bl::-reimburscmeots..) -

7. The Aspen Wstitutc No"·· 14-lU. 2003 Washington. O.C. -Ju.stice: &.Sociei.y P'rograrn (trnnsponati&n, meals, -

lodginl!)

8. Amaiean Bar Associati:on D¢c. .>-6,2003 -Wasbington.D C. ABAloint Cammisston t.n E\'.alu:atc Mollet Cnde of Judicial Omducr Hearing (transportation)

·.

Page 4: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

CREQITQR YAWE CODE

'"

Nilmcorrc""'' Rqmrting

l\l<:Koown, Macy M

FINANCIAL DISCLOSURE REPORT

V. GIFTS. (rnc:U es: tho tiJ $pllu.ie2tld dependi:r,1 <:hiJdren. See pp, 2:S..3 I of instructions.)

ii!J NONE (Nosuc.'1rq>arollilegifk) ·

!,

VI.. !JAB ILITIES (Includes thnse of :s;muse and detlCndmt children. See p:p. 32-34 nt ins rruciions.)

6!J NONE . (No "'ll•""blc liobilitfos.)

I.

Page 5: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

.

I.

l.

4.

. 6.

7.

.

. - -

F

[

B

v

!C

(1)

A

A

\;!)

-

c. ll.

(I) (l) m (i) (l)

T

. -

.. ... t.>

(4)

'"

(5)

-.• OC.H»SS0.000

j

j

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FlNAJ'1CIAL DISCLOSURE REPORT Narric of P on ReP"Jrting Datco!'R

Page I of7 MeKeoWfi:. Mary ri. fllS/2004

VIl. INVESTMENTS and TRUSTS

A.

_r r..-.tttm or ASSl!U tittciw.lin.g Vu.tr assca.)

"(X}" .ttiercm:-t i:ssa eu:1rq>1 frornpriurdis:

:...., NONE (No bkit11.10tt'ld.,aS'Sci:.:. or ln.:11. uw:)

&nk of America #l

2. Bank nf Anu:riea 112

Banc of Amc:rier. Investment &:vices #3

..C..h

s. .Junu.on.com

-AOL

-EMCCorpMm

&. -1nt<map N""'°"' s.,,.

9. -MCI Worldcom Inc.

10. -McDllta Corp Cl A

11. -Mclm4 lne..

IZ. -Microsoft Corp

13. Banc of America hl Servku '114

14. -Nations Muni Rac:va. Advisor

15. .Symbol Tedi

16. -United Glob:il

17. Bank of America #S

18. Bank of Amcxica 116

focnl'l'C dw1n!j r ing period

Am'.)ll!ll. """' l (A.fl)

A

A

A

A

A

Tl'P" (• ... ®' mlt.. «' inL)

lnt=st

lnlttes!

lntcrest

None

None

None

N<mo

None

None

Nunc

'Dividend

OEviderul

Dividend

None

Nooe

wlic2t end or T i:t11 TC 11&peri.>d n:porilnc, period

lfnri• e:;.:cui;1t ftrnn-0J11::

Vuloe V•liJt ,."" lll·f!. Date: V;i:1ucCOO.l - buy,sdl. Mcntb """" ' 1)-1') CD<lel

(Q-\VJ UlCll,.oel'. °'' (.I-Plrctktl'fl!:kll!J

M T

L

J T

J T

J T -

J T

J T Plliial"'1c 12126 J

J T.

J T

J T

L T

r

K T

J T

J T

J T

. . ..

tiai11. Cu

·I (f.-

A

ld1...11tl(yo( buytr<· 'f {i!' it

. -

Seo Part Vlll for detail

i :

i !

I

I !

I

... .. . '· h t'..iiu Codo;; A "' s: ,ooc O!" i:ss ""'$J.001-S2.500 c ... Sl.SOl..SS.000 "'S.S.OOl SIS,OQO E -. '.$ l

(See Colunltlj B1 ndD.\j Sii0J)Q1-S 100.000 G ""SlOO,OOi-SI ,OOQ,otli) H1 =s1.ooo.on; -ss.oro.ooo m .,, More fk:m ss.oo:;.ooo l. Value C'odes: "'S15.C0001le:>s K ""-£:1 s:,001 ssc.-cxru L .. �s:::.001-s100.oot1 M '"'StfiQOOl.-$250..001)

( Cu:utria:>Cl ;ill\! :13; " ... ;.:5l.t,00l'4 5fi!}.(l00 0 "'$S\t0Jl0i-S1.-0J;;.OO!) Pl "'.iJ,O:x.t,OO:-SSJKXJ,000 "' ""'ts.00!1,00l-ili.OO\L,001'.;

PJ "'S2:'iSMl,nUI .SSGJU!Ct..000 P4 ""$Mun: !li.:m SS0.000,60) ·'- v !.ktl!O'.! CW.:::s Q ,.. Apµrai"'; R ""'( 'fr.cal E<>talt Only) s ""Ah !' T " CJsh'Mw',;: r

f Cohcm:, a; - Booh V:ilte "'Otit:- \\' •• !$:il:n:nc:l .----· · -- ·--· ·-· ----··

Page 6: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

.

:n.

. .

-�---

..

J T

c K T

None K T

A J T

J

T

K

K .. -

(2) (ll

'· l

(<j (S)

. --

Nono J

I

i i

i

! !

I r ' ' '

I l

I I

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-I

! ' ' ' '

'

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36.

' '

FINANCIAL DISCLOSURE REPORT Name nf rasot\ RcpMing Page2 of7 McKeown, M8f)' M

VIl. lNVESTMENTS and TRUSTS

19.

20.

2r.

22.

23.

24.

.

25.

26.

17.

28.

29.

3 .

3l.

33.

A-

f> !ion .;r A J:IB -r i trust i

Plllci: -ex; l.fi<!!' ci:ch 2-s-;.ct C'<. .::ITTJ)t

th.Ml; JCiur discl '\IR:

Boeing common

CoUcgc Savings BankMPrin:ctan

Conn. Stlle B.OOS

Fiddity#I

-Fid;licy Se!Cct T

.Jttni.t5.Worldwid

Fidelity Annuity #2.

ide:Uty VIP Contra

.fidelity VIP C.-&

IBM common

Llm:ain Mutual tnmrance

SchmACClll

·.o.m

-l>"')'f"' Premier E:ru:qiins

-FDR Stnall Cap Financial

c. lnccn'C: dwing V.tlue llleudof lqK'lrtin: p::;i:xl rq:itffiiug periOO

(I) (2, (!) (2)

Ant.mnl Tl1" (<:.g. \·.Id Value C t di\-. rent or Co<lel Mctl...id (A·H) int.) (J·P) Codc3

(Q-Wl

A Dividend

ln""'"

Nolle J T

Oi,idcml

Nane l( T .

Nono T

A Dividend J T

A ln!en:sl I T

A 1n1l:l<!it K

A Dividend T

A Dividend T

(1)

Type (e, hu.y.s ll. -·

,,iron}

"· Tran�ci!k>:llS durirtl,{tcpotti"ll.!_!.F¢fiod

lfOOfCX:Ctnpl f'mrndcyc

"""" \lalu.e M!Xlfh COO<l C»y (J.Pl -

-

"""' """' ·1 (A-""

!d::l\tity of b\f.}"Cr.'tidlcr (ifpti1111tc tr;.msacliuc}

.

I

I'

I

i

I

'

34. -l'irsfa>lld T Sold S/!J2 A SC<! Part VD! fordc!llll

' '

35. -Jnveseo Leis= fund Nooe Soll 1218 K c

-Matthews Asiun Growth None K T Buy l2/9 K

···-· ,.____ -

l. lt1eute'G;;in('ot:Je:: A .... tt.oooorm B ._ $:LiXH-S2,500 c !12.5¢1·S5.000 D ,,.,. S.S.001-SlSJIQO

t Colurnr.s Bl arul D.f) F ""$W,00i- OUJIDC (l ...., $ltlOJXil SLOOO,lXID H1 "°-Sl.OOO..Olll-SS,o::o,ooo H1 ..,, Mon: t SS.000.00C

2. Va.lrn.> Coe..."t· J "' I:LSJl;)C} ocless. K ... tiS,00!- ,000 L ""SSO,<MH-$100.0:ID M .., SlOO.OOl-S:?S0.000

{Sec :.:::Ul1t1flliiCl •md :JJJ K "''$25U.f.()\.',..tSllr.;.cX 0 "'ssoo.om .£1. .000 Pl ... Si.OQG,(L(1;-ss.oori,ooo f>2 = £5.(i!)J,001-S!:i.O!:!U,0.'.)[l

'" ""t2$,000,Hi•J· 51.l.O:xl,O.'IO " ... .S·km:: 11n11 $50.HflU,oon

Q App:ai:S.ll R >o- Ctl.Z: (Re.:IJ Estate 011!yi s A.sse=ienl

(Si:-" ::n11m 1 C'1; i.! "'Bo.-:iL Vl.llu-c- \' ·- O!:in;.; ,.,. - E:'..tirn:tt(!:t.

Page 7: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

"" c.

(1) (2) {t) (,!} (lj Cll Ol (<)

!'.r.lin tliscfo .. ur

K T

B K T J

K

40. Sell K A

42- K T

- "

K T Buy 1219 K

A T

46. T

47.

48.

49.

50. A T

' ., . -

52. a T

54. -e ... A In- 1 T

· ------ · ____ _

A

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. -

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!

f!NANCIAL DlSCLOSURE REPORT Name nf Ptriieil Rcjmrtiag

Pagel of7 McKwwn•. !.!my M

VIl. INVESTMENTS and TRUSTS

A.

-ripltru1 of /\S!:-.::J?:

-ciucludiut: mw " l

racruaic dUl'ir.g Gl'(tN. woifo at ei:d of onUt£ period n.-µar'Ji !'let

n. Tntnsactillns tqrorbu p riod

ff nm t:.:l:tlapt ltrun4W::kstire.

Pl.i.:e"'(Xr alk: tsdtUictc)tcmpt - T:!r']lC' (e.g. V:oluc Value Typr (q D;m:: VitWe ltool ,..ier CO\kl Ji\'. i"ctt' DC '""'' Mdhod b11.y, sc!L. ,Y,(lct\!li· C'odc-2 c°"'

(A-H) int.) V·I'> llilcJ tneq,"¢t', O.y (J..l';I I (A· ((;-W) rcdt:titpliQn} '"

,,. -Needham Orowth Fund None

Jo. .. Northeast Cnvcstars: Dlvi end Buy 1219

39. .. p/MCO Erni::rging A Dividend K T Buy !219 -

-Rydci SeciOr Rowinn None 1218 .

41. -<i:ydcx Titu> SOD Fund None K T

..St.:h"''ab Money Fund A lll"""'1

43. .StrattonMonthly None

44. -Strong AdVJnl>F !'D ln&t Divideud J

45. -Stro:ig Hljh Yid<! Bond I! B Dividend J T

T. RuWe Price Str.aU Cap Vatuc None J

..U.S. Global htv. A Dividend M T Buy 1219 K

Schw:ib A<Cli\<2

..W..h A lnt::re:at K T

.n.rumcremp Divid;:nd J

SI. -S<:bwal:i Money Fuml A •lnt= M T

.sdtw.lb Valuc A<!v:mmge Dividend M

53. Scnwnb l=tJJ3

ldr.:twryor buyo:i>dkr (ifpti\:iktrutw:timi.)

I

'

l !'

I

I

I

----------··

t. lo:;;omc.'t'.:rin Ct-.dtt - Sl,.OOOocku " to. Sl .001·!02,SOO

<St- Colum.t: 81 aad o.:q F "'" sm.<111-st oo..oo!:t G <;> SHltJ,O:Ji.S<.000.tl'XJ

L Vatu:-COOos; J ""$15,000« K "" I S,00 i-SS0,000

l!'it".: c:..,IUJIU$ (T"ud ID; -$'ZS!l..OO(}..»oo.ono 0 "'.S:Sll.O.OOl- t..000.GQD

!':i =!'2S,OOfi,(IDJ..S){J.ntKl.OO:J

Q --'\pp!i'i>:.i'. " "'(:OS: (Rc.:Jl Esta!e Oniyl

' -- &et V.;;;11111: v ---·Other --- -----·---------·

. .,· ·--· --------· __

Ht '"'itl,OOC.001 .SS,OOO.OOt' fO =Marefu:mS$.OOO.OOO

L "'�Sl.\001--$JOO,i1JO M ""'_SIOO.OOl S"'..5<',00!l

Pi .. :£Ll.JiXl,001-$.5.(IOC,li00 !'? ss.ooo.rot-S2S,Ot:IU,IJOO

P4 "'SMon: !h.rn S50.00:i,O!l0

Page 8: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of
Page 9: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

. A.

73

-

76.

79.

82.

85.

%. .a..i.

(1) (:l)

A

A OMdmd

None

A

A -

B

"

fll (>) (!) lmni.disclarurc (2) {$}

""''"' ..

J T 12.'26

] T

1 T

J T 121.rn J

T

J

J T 1129 J

!129 J

1129 J

J T Bey 1129 J

'--

t.

T

i

(<) (S}

A

--

A

A

A

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FINANCIAL DISCLOSURE REPORT N;ime ofPtrSon Rq;osting Oatcox"Rcport Page S of7 McKcown. Mt<)' M . 5/IS/2004

. VIL INVESTMENTS and TRUSTS

.

pNniof s - -Huclud4'; tnl.>1 J

. Pl=: ""(X}"":tikf Qelt:tm:tC ti"I fN.n\ p;brdis.cl!JoMIW

-Silicon [rmge: lru:..

1.\. T 'k owe Pri« F'U.::utcial

75.

ViteSSc &;niconduc:or

71. -Worldcum Inc.

- nr. \'alt&. 1 \ior..;:('mrludcs d1oo:<Qftile und tkjicrnl:m dliki«m. pP..M.S"l-0fiilit;,gi1UCru.."don;,J

•. c . "·

Jnct;rue: durini rtintperiod

Grots: nt.Clldaf reportillg; period

Trans:tctl11w::: tluri1\l; l'(}lortiJlt: p<:riod

tfr""lt c.'l:enwt

,._,,.Cruk1 !A·HJ

r,,,, (i:.g.Oh'. rcm.ur jut}

V:.11.l':

C'odc 2 (l·PJ

Viil.ue """"" °""'' {Q.W)

Type: {e.g. J)'.!ro.ll,

re&..,,up!i'ou}

°'11c: Monll1· D;iy

V.:iluc COOt:1 (J•f>J

(i;;fl1 Ciici¢ l {A-m

ldcutlly <0f traft!#seb (ifprivJtc tt:uinc!l

None Partial n.le J

I Distribution:

I A Dividend

I

Nooe Partial su;le. i

J

78. ·XO Communica::iOtt!l CLA None Sell mo 1 A .- II Schwab-#4 I .

BO. -Algct American Growtlt Nooe I( T Panial "'"" 1129

-Amer. c.-ty VP lntl

·BW'Orl Capital Asset

81.

SJ. -Berger lP1' Small Co. Grwth

84. -lnvesco VIP Tech Fud

..Jan.us Aspen Ooowth Por.f

86. -S<hw•b S&P :!00 fWld

&7. Tu!!y'sCofko

. Washington Mutua? Bunk

Trust#!189.

. \'2l>C Ce<c!..".": ,, .'r!5.00C .:;rid:>\

{ Colmn:r. Cl :ml'.! Dll t-:. . "" SO,O!J0...$50<'.:t.Q':J::!

' \';m:.· i'.1.::tlt.'ld c.m.cs \6ec Coimrnt (.':.!) l! Bool: Vniu

None J T Buy !12? J '

Nooe Buy l

Sell

None j T Buy 1

None ScD 1129 J A

None

None J T..

lut"'-Sl T

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. $:i.001 -S1,5(1(1 G """"S!00,00!-$1,00fU)OO H! ..., SlJJOO.Ofll SS...000.000 H:! - Mart hi:llls;i/J(;J.000 K '· Sl5JXil-$Sl:,omi !. ""S:.,"OJiitt.,. l00.00!1 M - 5JOO..UO ·S:l5:iJY.,}J 0 1lll,ar.::.s1.rnio. J>l """ttooo.oo l ·iS,O".rG,000 P:? ""1:>.1wo.qo1.sz.s.oc;::,ooo =

p.) -"'' S:.:'L�,OO..i,UG;-£5&.GOO,OO'.; Y! ""SMnrt: tuom S51.l.OO!.lJX10 R """Cw;I {Rc i fu Uul.y) $; " Ass.;s;sm::nJ

,·{)!her \'.' - E!irlorntd ·---·---------·-----·------------

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-A. ...

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FINANCIAL DISCLOSCJRE REPORT N::.me of P 'tll1 briorti

Page6of7 McK=>'t!, MlllJ'M

VlI. INVESTMENTS and TRUSTS

c. D.

Oc::i:riptiun or. IRCQrntd G v.dut:11tcNinr Tr.ut$0l.t:f.l;ll\$dUrifl!! pedi:id

1"11.-luii g lfUSt sctU

. l'l...,;t;'"(},.1K ltllcr l t::M:l.1" frou:p11.Jr.rf

91. -Fidelity Blue Chip,

92. Fidelity Discover Fa:nd

93. -FideUty Gmwth & lneomc

-

94. 403b t:l ,. Fidelity 1nvcstma1ts

9S. ..fidelityCnntra .

..fidelity ,Euro Ca'1 Appr

91. -f-tdi::lity Seli=:ct Tech. -

%. lRA. toll

99. -Tcmpletoo foreign

!CO. lllA CZ

!QI. "'Templeton \Vorld

J02. 40lK.#J

lOl. ..c.sh

IQ4. -Vao lrlde:x Trust

Hl5. Vau,guard Primecap .

l06. .. vanguard Ilrtl Value

lC7. -Vanguard US Citowth

!Oil.

- Type le.;.C'<Xk' &\" 1eotor {A-H) ittt.)

A Divldt:nd

Dividend

A Dividend

MOO<?

B Dlvlden'i!

B Dlvidcnci

None

B Divide>Jd

A

I Dividend

None

Nooe

None

None

rcp:inQ\11! pcrind

(lJ trooi cx upt Imm

V1.1We VJ\h.c 1"j'J.le (\!., Date: Cadi;:2 /l.idhod bfl}',S<lll :,t;:mtll Cclkl tJ-1') Cbdcl

(Q-W) mere.er. O.y {J.P}- -

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K. T

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Gair. t;o.."le t (;\-m

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ldcntilrof l>uyct/ l!er {tf lt: lr.:iM:lction)

See Part VlU far detail

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\See Colunm:. Ci otud !)J) :X :. V'-5UJIU3·$5n&.00t. 0 """t500,00»'i 1.IMJO..(l-;)(l !'l S!,OC'-O,O' l-S5 ,fl:xiJ)tx1 p; ,,. :5.0XJ,O::H .£15,0:.11.;.,mlf1

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Page 11: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

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FINANClAL DISCLOSURE REPORT Nameoff>ers<m Rcµon.inJ;i Date offttporl Page7of7 Me:Keuwn,. Mnry M 5:1l5/2fl04

VIL INVESTMENTS and TRUSTS

c. o . T rnmacticIK ddrinr. rep.,mi11g period lnco1n:

tior. ar Asllds tcp1:1:11illf: period .(iacl:.i.li1'8 tm.oit as.<k'tlij

l(nC)I. t". !iooHl�f!:.

Place iXt :nkrcath t ("QQ1 prior -clis.clcs.un;

109. -YMNR w;.-n

4i0. SEP DtA Fidelity

ll l.

112.

Ameriean Balarn::ed C4rs.s A -

ations &tuni Ad.visor

llJ. Pedini; Coi.e Bu.tiding,

L luootrc/Gaio A = .5 l.CM ur let> B f!i.rel'.<UumflS; t: .ud 04) F S:SO,(IGl·SI00.000 a

2 Va!.ue-C-hdc.."": - i! llW.rb:< K

(S<; Coiunm;;. C't .oil>d 1))'.; '.\! '- $2:il<.l)l)O.$ 0 ' VJ <=- SlS,o:xl.O[)l.$50,00-0,00:.l

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Code I tA H}

A

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mq

Non<:

None

Interest:

?\oni:

Val COO.el {J-P)

M

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T tc,g. "'"" buy.1cfl. Montltk

-- l)oyN:d.::1uptioo)

=Sl,001-$2.,SOO c = s-i.....stl-$5,000 D = 5:SS;t'i!·Sl5.,000 - t ICXJ,001-$1. ,l)OC) Hl = s i,OW.001 ss.ooo,ooo HZ ..,,. More ihllr, $5.000,000 = SlS,OOl·S:YJ.OOV L - :i.>:.i.l H ..SIOO,riL M SHI0.001-$:�3.l.tOOQ .., SSIY OO; S l.OOG.000 Pl - s UIUO,il01·15.:xr.:.ooo P ""i)_OQC.fJCJ.QS,001'.l,CXXl

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ltkn.11'ty of l•t.) •Sdicr(ifpriwk: tr..ms:u:tiun)

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l

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.

Name of Pcrsu11 R.¢porting O.a,te of ReportFINANClAL DISCLOSURE REPORT

McKoown. Maty M 5/!S.'2004

VIII. ADDIDONAL INFORMATION OR EXPLANATIONS

Line ll:t: This accotmt \vas cl::tsed & -combined with cnother 'Bznk of America aec:ount on line 17.

line_ 34: Tbls stock was sold Ma.y 2.002-:at a less.

Line Si: Advised hy Comp:my tffit! stOck>is: decl:l.red worthless:.

Line 70: Adviscd b)' Comp:my that stock is <lee.lured worthless.

Linc 91:: The Investment named Fidelity Contra lJ on the 2002 rcporL

Linc I 07: This in\'CSlment v.-as not prcviausly as it v.cs h5...!o¥r:hc value threshold. lt h s sinet: it.creased in value to S lBOO.

Page 13: FINANCIL DISCLOSURE REPORT Repot tquinl by the .tis … · FINANCIL DISCLOSURE REPORT . Repot tquinl by the .tis . ... ll!l3 1. OnorOfCAdd ss U.S ... Name of Pm Reportillg .tc of

5115/2004

N:ull>!OfP"""'n l<cpuning O.uc or Rcpon FINANCIAL DISCLOSURE REPORT McKeo n. Mary M

IX. CERTWICATION.

I certify that all information given above (includlng lnfomiation pertaining to my spouse and mb.or or dependent children, if any) is accurate, true, and complete ta the best of my knowledge and belief, and that any information not reponed was withheld bet:ause ir met applicable statutory provisions permitting non-disclosure.

I further certify that earned income from outside employment and honoraria and the acceptance of giftnvbich biive been reported a.-e in eo:npliaoce with the provisions of 5 U.S.C. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

Signature

NOTE: ANY INDIVIDUAL WHO KNOWJNGLY AND WILFULLY FALSJFIES OR FAILS TO FILE TIUS REPORT MAY BE SUBJECT TO CN!LAND CRIMINAL SANCTIONS (5 U.S.C. app. § 104}

FILING INSTRUCTIONS

Mail signed original and 3 addilional copies to:

Committee on Finaru::w Disclosure

Administi:ative Office nf the United States Courts sun;,, 2-301

One Columbus Circle, N.E. Washington, D .C. 20544