priscilla r owen financial disclosure report for 2010

13
FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2010 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. §§ 101-111) 1. Person Reporting (last name, first, middle initial) Owen , Priscilla R. 4. Title (Article 111 jud ges indicate active or senior status; magistrate judges indicate full- or part-time) U.S. Circuit Judge - Active 7. Chambers or Office Address Hom er Thom berry Judicial Bldg 903 San Jacinto Blvd., Rm 434 Austin, Texas 78701 2. Court or Organization Fifth Circuit Court of Appeals 3. Date of Report 05/16/2011 5a. Report Type (check appropriate type) ] Nomination, Date [] Initial [] Annual [] Final 5b. [] Amended Report 8. On 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 regu lations. Reviewing Officer Date 6. Reporting Period 01/01/2010 to 12/31/2010 IMP OR TAN T NO TES: The instructions accompanying this form m ast be followed. Complete all parts, checking the NONE box for each part where you have no repo rtable informatiom Sign on last page. I . POSITIONS. <~epo~i.g individual only; seepp. 9-13 of filing instructions.) ~] N O N E (N o reportable positions.) POSITION 1 . Director 2. Advisory Boar d Member Federalis t Society , Austi n Chapter 3. A visory Board Member Federalis t Society, Houston Chapter 4. 5. NA ME OF ORGANIZATION/ENTITY Texas Hearing and Service Dogs II. AGR EEM ENTS. <RepoSing individual only; seepp. 14-16 of filing instructions.) D NONE (No reportable agreements.) 1.2010 DATE PARTIES AND TERMS o State of Texas Employee Retirement System, Judicial Retirement Plan System II; age 65, 50~A of state salary paid TX Supreme Court justice or 40% at 60 Owen Priscilla R.

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Page 1: Priscilla R Owen Financial Disclosure Report for 2010

8/3/2019 Priscilla R Owen Financial Disclosure Report for 2010

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FINANCIAL DISCLOSURE REPOR TFOR CALENDAR YEAR 20 10

Report Required by the Ethics

in Government Act of 1978(5 U.S.C. app. §§ 101-111)

1. Person Reporting (last name, first, middle initial)

Owen , Priscilla R.

4. Title (Article 111 jud ges indicate active or senior status;

magistrate judges indicate full- or part-time)

U.S. Circui t Judge - Ac t ive

7. Chambers or Office Address

Hom er Thom ber ry Judic ia l Bldg903 San Jac into Blvd. , Rm 434Austin, Texas 78701

2. Cour t or Organizat ion

Fif th Circui t Court of Appeals

3. Date of Report

05/16/2011

5a. Report Type (check app ropria te type)

] Nomination, D a t e

[] Initial [] Annual [] Final

5b. [] Amended Report

8. On the basis of the information contained in this Report and anymodifications pertaining thereto, it is, in my opinion, in compliancewith applicable laws and regu lat ions.

Reviewing Officer D a t e

6. Report ing Period

01/01/2010

to

12/31/2010

IMP OR TA N T NO TES : The instructions accompa nying this form m ast be fol lowed. Com plete a ll parts,

checking the NONE box for each part where you have no repo rtable informatiom Sign on last page.

I . P O S I T I O N S . < ~ e p o ~ i . g individual only; seepp. 9-13 of f il ing instructions.)

~] N O N E ( N o reportable posit ions.)

POSITION

1 . Director

2. A dv iso ry B oard M em ber Fed eralist So ciety , A u stin C hap ter

3. A d visory B oard M em ber Fed eralist So ciety, Ho usto n Chap ter

4.

5.

N A M E O F O R G A N I Z A T IO N / E N T I T Y

Texas Hear ing and Service Dogs

I I . A G R E E M E N T S . < R e p o S i n g individual only; seepp. 14-16 of filing instructions.)

D N O N E (No reportable agreements.)

1 .2010

D A T E P A R T I ES A N D T E R M S

oState o f Texas Em ployee Ret i rement Sys tem, Jud icial Ret i rement P lan Sys tem II ; age 65 , 50~A o f s ta te salary paid TXSupreme C our t jus t ice o r 40% at 60

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FINANCIAL DISCLOSURE REPORT

Page 2 of 13

N a m e o f P e rs o n R e p o r t i n g

Owen, Priscilla R.

III. N O N - I N V E S T M E N T I N C O M E . ( R e p o S i n g individual and spouse; seepp. 17-24 of filing instructions.)

A. Filer’s Non-Investment Income

~ (No reportable non-investment income.)ONE

DATE SOURCE AND TYPE

1 .2010

2.

3.

4.

DateofReport

05/16/2011

United States Department of Agriculture - Direct and Counter CyclicalProgram

B . S p o u s e ’s N o n - I n v es tm e n t In c o m e - If you were married during an yportion of the reporting year, complete this section.

(Dollar amount not required except for honoraria.)

INCOMi(you r s , no t spou se ’s )

$217.00

2.

3.

4.

N O N E (No reportable non-investment income.)

DATE SOURCE AND TYPE

I V . R E I M B U R S E M E N T S - transportation, lodglng, food, entertainmen~

(Includes those to spouse and dependent children; see pp. 25-27 of filing instructions.)

N O N E ( N o reportable reimbursements.)

SOURCE DATES L O C A T I O N

1 .

2.

3.

4.

5.

PURPOSE ITEMS PAID OR PROVIDED

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N a m e o f P e r s o n R e p o r t in g

PageFINANCIAL3 of 1 3 DISCLOSURE REPORT IOwen, P r i s c i l l a R .

V . G I F T S . ( I n c l u d e s t h o s e t o s p o u s e a n d dependent children; see p p . 2 8 - 3 1 of filing instructions.)

N O N E ( N o rep o r ta b l e g i ft s . )

SOURCE DESCRIPTION

1 .

2.

3.

4.

5.

Date of Report

05/16 /2011

VALUE

V I . L I A B I L I T I E S . (Includes those of spouse and dependent children; see pp. 32-33 o*filing instructions.)

N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION

1 .

2.

3.

4.

5.

VALUE CODE

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FINANCIAL DISCLOSURE REPORT

Page 4 of 13

N a m e o f P e r so n R e p o r t i n g

Owen, Priscilla R.

D a t e o f R e p o r t

05/16/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)

N O N E ( N o reportable income, assets, or transactions.)

Des c r i p t ion o f A s s e t s

( including t rust asset s)

Place "(X)" after each asset

exempt from prior disclosure

I n c o m e d u r i n g

repor t ing per iod of r epor t ing per iod

(1) (2) (1 ) (2 ) (1 ) (2 ) (3 )

A m o u n t Type (e.g., Value Value : Type (e.g., Date Value

C o d e l d iv . , r en t , C o d e 2 Method buye l l . . . . . mm/dd/yy C o d e 2

( A - H ) or in t ) ( J -P) C o d e 3 r e d e m p t i o n ) (J-P)

( Q -W )

Gross value at end Transactions during reporting period

( 4 ) (5 )Gain ldenti~ of

C ode 1 buyer/ sel ler

( A - H ) ( i f pr i va te

t ransact ion )

2.

3.

4.

5.

6.

7.

8.

9.

1 0 .

1 2 .

1 3 .

1 4 .

1 5 .

1 6 .

1 7 .

Federated Prime Obligation # 10 Dividend T Sold 01 /14 /10( p a r t )

Sold 02/16/10(part)

Sold 03/15/10

(part)

Sold 04/15/10

( p a r t )

Sold 05/17/I 0(part)

Sold 06/15/10

(part)

Sold 07 /15/10( p a n )

Sold 08/16/10

( p a r t )

So ld 09/1 6 /1 0

( p a n )

Sold 1 O / 1 8 /l 0( p a n )

Sold 11/16/lO

( p a r t )

Sold 12/15/10( p a r t )

Bu y 01 /04 /10(add’ l )

Bu y 02 /02 /10(add’l)

Buy 03/01/10

(add’l)

Bu y 03/30/I0

(add’l)

Buy 04/05/10

(add’l)

J

J

J

J

J

J

J

J

J

J

J

J

J

J

J

J

J

!+ lnconie Gai , C0des:

(See Columns BI and 1)4)

2. Value Codes

(See Co lunms CI and D3)

3.Value Melhod Codes

(See Co lumn C2)

A =$1,000 or less

F =$50,001 - $100,000

=$15,000 or less

N =$250,001 - $500,000

P3 =$25,000,001 - $50,000,000

Q Appra isa l

U =Book Va lue

B=$1,001 - $2,500

G =$100,001 - $1,000,000

K=$15,001 - $50,000

O =$500,001 - $ 1,000,000

R =Cost (Real Estate Only)

V =O th e r

C =$2,501 - $5,000 D = $5,001 - $1 5,000

H i = $ 1 , 0 0 0 , 0 0 1 - $ 5 ; 0 0 0 ;0 0 0 ~ - - M 0 i ~ t h a n $ 5 0 0 0 o o oL=$50 001 .$ 00;000 M = $ | 0 0 D O i ~ $ ~ 5 0 ; 0 00 . . .. .p I =$ If 00 0, 00 1 2 $ 5~ 00 0; 00 0 P 2 =$ 5; 00 0, 00 1 - $2 5, 00 0, 00 0

P4 =Mo re than $50,000,000

S =Assessment T =Cash Marke t

W =Estimated

E =$15,001 - $50,000

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FINANCIAL DISCLOSURE REPORT

Page 5 of 13 Ia m e o f P e r s o n R e p o r t in g

Owen, Priscilla R.

D a t e o f R e p o r t

05/16/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, valae, transactions (Includes those of sp .... and dependent chi ldren; see pp. 34-60 of f i l ing instruct ions . )

N O N E (No reportable income, assets, or transactions.)

A. B. C. D.

Descr ip t i on o f Asse ts In c o m e d u rin g G ro ss v a lu e a t end Transac t i ons dur ing repor t ing per iod

(including trust assets) .... r ep o r t i ng p e r i od of reporting period .... .:., ....

(I) (2) (1) (2) (I) ..... (2) .(3) (4) (~).

Place "(X)" after each asset A m o u n t Type (e.g., V alu e V alu e Type (e.g., Date Value Gain ld~riti~ of

Code 1 .... : buyer / sel ler

( A - H ) " ~ ( i f p r ivate:

( Q -W ) t ransact ion )

1 8 .

1 9 .

20 .

21 .

22 .

23 .

24 .

25 .

26 .

27 .

28 .

29 .

30 . T Rowe Price M id-Cap Growth Fund None

Buy 05/03/10

(add’ l )

B u y 0 6 / 0 1 / 1 0

(add’ l )

B u y 06/29/10

(add’ l )Buy 07/01/10

(add’ l )

B u y 08/02/10

(add’ l )

B u y 09/01/10

(add’ l )

B u y 09/24/10

(add’ l )

B u y 10/04/10

(add’ l )

Buy I 1/01/10

(add’ l )

B u y 12/01/ lO

( a d d ’ l )

Bu y 1 2 / 1 6 / I 0

( a d d ’ l )

B u y 12/27/10

(add’ l )

T

J

J

J

J

J

J

J

J

J

J

J

J

31. Vanguard Index Funds 500 Index Fund A Dividend J T

Signal Shs (fmrly Vangua

32. 1/8 interest surface~ Matagorda B Rent L WCounty, TX

33 .1/12 mineral interest~ Matagorda

A Rent J WCounty, TX

34. 1/4 surface interest i~ Matagorda A Rent K WCounty, TX

1. Incom e Gain Codes: A =$1,000 or less B =$li001 - $2,500

(See Colum ns B 1 and D4 ) F =$50,001 - $100,000 G =$100,001 - $1,000,000

2. V alue Codes J = $15 ,000 or less K =$15,001~ $50;000

(See Columns C I and D3) N =$ 250,001 - $ 500,000 O = $500,001 - $i,000,000

P3 =$25,000,001 - $50,000;000

3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only)

(See Co lumn C2) U =Book V a lue V =O th e r

C =$2,501 - $5,000 D =$5 ,001 - $15 ,000 E =$15,001 - $50,000

H I = $ i 0 0 0 0 0 1 -$ 5 o 0 o o o 0 H 2 ~ o ~ t ~ a r ~ ~ 5 ; o 0 0 ;0 0 0

L =*50100i : *100,000 M =*100,001S *2501~0~ :

P1 =$1i000~001 - $5,000 000 P 2 = $ 5 ; 0 0 0~ 0 0 1 ~ $ 2 5 ~ 0 0 0 ~ 0 0 0

P4 =More than $50,000,000

S =Asscssment T =Cash Mm’k6t

W =Estimatcd

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FINANCIAL DISCLOSURE REPORT

Page 6 of 13

N a m e o f P e r so n R e p o r t i n g

Owen, Priscilla R.

Date of Report

05/I 6/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, v a l u e , transactions (Includes those of spouse a nd dependent chi ldren; see pp . 34-60 o f f! l ing instruct ions. )

~ NONE (N o reportable income, assets, or transactions.)

35 .

36 .

37 .

38 .

39 .

40.

41 .

42.

43 .

44 .

45.

46 .

47 .

48.

49 .

50 .

51 .

mineral interest,~ MatagordaCounty TX (Brigham)

land, Matagorda County, TX A

net royalty .0040779 (Apache), Matagorda

County, TXnet royalty .0016627 (Unit) MatagordaCounty, TX

7/24 mineral int. (Holliman),~Matagorda C ty , TX

royalty or mineral interests in Matagorda,Brazoria, Cts.,TX

cash , Comm uni ty Bank & Trus t

cash, Chase checking

cash , Chase mo ney market

Federated P r ime Obl igation # 10 ( IRA )

A

A

A

A

N o n e J W

Rent J W

N o n e J W

N o n e J W

N o n e J W

N o n e J W

Interest J T

Interest J T

Interest J T

Dividend M T

Sold( p a r t )

Sold(part)

Sold(part)

Sold(part)

Sold( p a r t )

Sold(part)

Sold(part)

01 /14 /10 J

02 /16/10 J

03/15/10 J

03/18 /10 K

03/29/10 K

04 /15/10 J

" 05/17 /10 J

1. Incom e Gain Codes: A =$1.000 or less B =$1.001 - $2,500

~See Colun~s BI and D4) F =$50,001 ~ $100,000 G =$106.00l - $1,000,000

2. V alue Codes J =$15,000 o r less K =$15.001 - $50.000

(See Columns C I and D3) N =$ 250.001 - $500,000 O = $500.001 - $1,000,000

P3 -$25.000,001 - $50,000.000

3. Value Method Codes Q =Appraisal R -Cost (Real Estate Only)

(See Co lumn C2) U = B ~ k V a l ue V -Other

C =$2,501 - $5,000 D =$5.001 - $15,000

H l =$ 1 ,0 00 ,0 01 - $5 ,0 00 ,0 00 H 2 =M o re th an $ 5i 00 0, 00 0

L =$50.001 - $I 00.000 M =$1 00,001 - $250.000

P1 =$1,000,001 - $5,000,000 P2 =$5.000,001 - $25,000,000

P4 =M ore than $50.000.000

S =Assessment T =Cash Marke t

W =Est[n~ated

E =$t~.001 -$50.000

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FINANCIAL DISCLOSURE REPORT

Page 7 of 13

N a m e o f P e r so n R e p o r t i n g

Owen, Priscilla R.

D a t e o f R e p o r t

05/16/2011

V I I . I N V E S T M E N T S a n d T R U S T S -income, valtte, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

~ NONE income, or transactions.)~o reportable assets,

52 . So ld 06 /1 5 /1 0 J(part)

53 . Sold 06/28/10 K

(part)

54 . Sold 07/15/10 J

(part)55 . Sold 07 /28/10 K

( p a r t )

56 . So ld 08 /1 6 /1 0 J( p a r t )

57 . Sold 09/15/101 J

( p a r t )

58 . Sold 10 /18 /10 J

(part)

59 . Sold 11/16 /10 J( p a r t )

60 . Sold 12/15/10 J(part)

61 . Sold 12/30/10 J( p a r t )

62 . Sold 12/31/10 J

( p a r t )

63 . Bu y 01 /04 /10 J(add’l)

64 . Buy 01/05 /10. J

(add’l)

65 . Bu y 01 /28/10 J( a d d ’ l )

66. Buy 01 /28/10 K

( add’ l )

67 . Bu y 02/01/10 J(add’l)

68 . Bu y 02 /02 /1 0 J(add’l)

(See Co lumns BI and D4 )

2. Value Codes

(See Columns C 1 and D3)

3.Value Method Codcs

(See Co lumn C2)

F =$50,00i ~ ~i~,000 G = $ ~ 0 0 1 0 ~ i : ~ $ 1 1 b o 0 i ~ 0 0 ~ i = $1 1 00 0; 0~ i : $ 5; 06 0; ~0 0 H 2 = M ~r e t ha n $ 5~ 00 0, 00 0

J =$1S,000 or tess .... K --$] S,001 : $50,000 L =$50 i00 i ~ ~ lO0 ,000 : M =*i00 001 -$250;000

N = $ 2 5 0 , 0 0 ~ - $ 5 0 0 ;0 0 0 0 L $ ~ 0 0 ; 0 0 ~ : $ 1 , o o o ~ 0 0 o ~ l = $ ~ ,o o o ,o o ~ - $ 5 ;o o o ;o o o ~ 2 = $ 5, o o o, o o ~ - $ ~ ,o o o, o o o

P3 =$25,000,001 - $50,000,000 P4 =M ore than $50,000,000

Q =Appraisal R --Co st(R eal Estate Only) S =A ssessm eht T ~Cash Marke t

U =Book Va lue V =O lh e r W =Estimatcd

E =$15,001 - $50,000

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FINANCIAL DISCLOSURE REPORT

Page 8 of 13

N a m e o f P e r so n R e p o r t i n g

Owen, Priscilla R.

Date of Report

05/16/2011

V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

~-] NONE (No reportable income, assets, or transactions.)

69 . B u y 03/01/10 J

(add’I)

70 . B u y 03/15/10 K

(add’ l )

71 . B u y 03/25/10 J

(add’ l )

72 . B u y 03/30/10 J

(add’ l )

73 . B u y 03/31/10 J

(add’ l )

74 . B u y 04/01/10 J

(add’ l )

75 . B u y 04/05/10 J

(add’ l )

76 . B u y 04/23/10 J

(add’ l )

77 . B u y 05/03/10 J

(add’ l )

78 . B u y 06/01/10 J(add’ l )

79 . B u y 06/10/10 J

(add’ l )

80 . B u y 06/24/10 J

(add’ l )

81 . B u y 06/29/10 J

(add’ l )

82 . B u y 06/30/10 J

(add’ l )

83 . B u y 07/01/10 J

(add’ l )

84 . B u y 07/22/10 J

(add’ l )

85 . B u y 07/22/10 K

(add’ l )

(See Co lumns Bl and D4 ) F =$50;001 - $100;000 G =$100,001 - $1 ,000,000

2. Value Codes J =$15:000 or less .... K --$15;001 ~ $50,000

(See Columns C I and D3) N = $250i00i : $500 000 O =$500,001 - $1,000,000

P3 =$25,000,001, $50,000i000

3. Value Method Codes Q =Appmisa! R--Cost (Real Estate Only)

(See Co lunm C2) U =Book Va lue V =O th e r

C =$2 ,501 - $5,000 D = $5,001 - $1 5,000

HI =$1,000,001 - $5,000;000 H2 =Mo re than $5,000,000

L =$50,001- $ 100,000 M =$100,001 - $250.000

PI =$1,000,001 - $5;000,000 F2 =$5,000,001 - $25~000,000

P4 =Mo re than $50;000,000

S =A sseSsment T =Cash Marke t

W --Estimated

E = $ 15 , 001 - $ 5 0 , 000

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FINANCIAL DISCLOSURE REPORT

Page 9 of 13

N a m e o f P e r so n R e p o r t i n g

Owen, Priscilla R.

Date of Report

05/16/2011

V II. INVESTMENTS and TRUSTS - i .... e , value, t ransact ions (Includes those of spouse and dependent chi ldren; see pp. 34-60 of f i l ing instruct ions . )

N O N E ( N o reportable income, assets, or transactions.)

A.B. C.

Description of Assets Incom e during Gross value at end

(including trust assets) reporting period of reporting period

( 1 ) ( 2 ) (1) (2) (l ) (2) (3)

Place "(X)" after each asset A m ount T y p e ( e . g ., Value V a lue Type (e.g., Date Value

Code l d i ’ ¢ . , r e n t . Code 2xempt from prior disclosure Method buy, sell, mm/dd/yy Code 2

(A-H) ~ ) r i n t . ) ( J - P ) Code 3 redemption) ( J - P )

(Q-W)

Transact ions dur ing rePor t ing : per iod

( 4 ) ( 5 )

Gain Ident i ty o f

C o d e 1 buyer/ sel ler

(A,H): ( i f pr i va te

t ransact ion )

86 .

87 .

88 .

89 .

90 .

91 .

92 .

93 .

94 .

95 .

96 .

97 .

98 .

99 .

100.

101.

102.

B u y 07/30/10 J

(add’ l )

Bu y 08/02/10 J(add’l)

Bu y 09/01/10 J

(add’l)

Bu y 09/08/10 K(add’l)

Bu y 09/17/10 K( add’ l )

Bu y 09/24/10 J

(add’l)

Bu y 09/24/10 K(add’l)

Bu y 09/29/10 K

( add’ l )

Bu y 09/30/10 J(add’l)

Bu y 10/01110 J(add’l)

Bu y 10/04/10 J

(add’l)

Bu y 10/25/10 K(add’l)

Bu y 11101/101 J

( add’ l )

B u y 12/01/10 J

(add’ l )

Bu y 12/09/10 J

(add’i)

Bu y 12109110 K

(add’l)

Bu y 12/23/10 J

(add’l)

B =$1,001 ~ $2,500

(See Columns BI and 1)4) F =$50,001 - $ 100,000 G =$1 00,001 - $1 ,000,000

2. Value Codes J = $15;000 or loss K = $15,001 - $50,000

(See Colutrms C I and D3) N = $250,001 - $500~000 O = $5 00,001 - $1 ,000,000

P3 =$25 ,000,001 - $50 , 000, 000

3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only)

(See Co lunm C2) U =Book V alue V =O th e r

C =$2,501 - $5,000 D =$5,001 - $15,000 E =$15,001 - $50,000

H I =$1,000,001 - $5,000,000 H~ ~M0re than $5~000~000 :

L =$50,001 - $100,000 ...... M ~$i00s001/$250;000

P I = $ 1, 00 0, 00 1 - $ 5; 00 0, 00 0 P 2 ~ $5 ;0 00 10 01 -$ 25 ;0 00 ,0 00

P4 =Mo re than $50,000,000

S =Assessment T =Cash Marke t

W =Estimated

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FINANCIAL DISCLOSURE REPORT

Page 10 o f 13 Ia m e of Person Report ing

Owen, Priscilla R.

Date of Report

05/16/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, valae, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)

N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s

( i n c l u d i n g t r u s t a s s e t s )

Place "(X)" atter each asset

exempt from prior disclosure

B. C. ....... D,

Incom e during Gross value at end Transactions during reporting period

reporting period of reporting period

O) (2) (1) (2) (D

A m o u n t Type (e.g., Va l ue Value Type (e.g., Date Value Gain I d e n t i . t y o f

Code I div.. rent, Code 2 Method buy, sell, mm/dd!yy C ode2 Code 1 1 5 u y e r / s e l t e r

(A-H) or int.) ( J - P ) Code 3 redemption) (J-P) (A -H) (if private

(Q-W) t r a n s a c t i o n )

103.

104.

105.

106.

107.

108.

LK C M Sm all Cap Equity Fund (IR A ) N o ne

B u y 12/23/10 K

(add’ l )

B u y 12/27/10 J

(add’ l )

B u y 12/31/10 J

(add’ l )Sold 09/24/10 K

T Rowe Price Blue Chip Growth Fund( I R ~ )

T Rowe Price Mid-Cap Growth Fund ( IRA)

N o n e Sold 09/17/I 0 K

N o n e Sold 09/08/10 K D

109 . T Row e Pr i c e E q u i ty Inc om e Fund N o n e Sold 10/25/10 K A

110. Vang uard Index Funds 500 Index Signa l Shs B( IRA)( fmrly Vangua

111 . Vanguard To tal S tock Market Fund ( IRA) A

Dividend L T Sold 12/23/10 K A( p a r t )

Dividend Sold 10/25/10 J A

112. Vanguard Developed M kts Index Fund N o n e Sold 10/25/10 K A

I 13. Dodge & Cox Inte rna t iona l ( IRA) B Dividend L T

114. F e der a l H om e L N M T G C or p M T N N O T E

5.0% 1 /30/14 ( IRA)

115. FHLMC StrN t 3% 10-28-16

Interest

N o n e

T

Redeemed 01/28/10 K

1 1 6 . FN M A 3 .0 0% 1 2 /1 5 /1 6 N o n e Redeemed 03/15/10 K

1 1 7 . FN M A S t rN t 2 % 1 2 /9 /1 6 A Interest Redeemed 12/09/10 K

118. FNMA StrN t4% 10/22 /24 A Interest Redeemed 07/22/10 K

119. Vanguard Shor t Term U.S . T reasuryPortfol io

Dividend K T

1.i .....GainCodes:

(See Co lumns BI and D4 )

2. Value Codes

(See Co lumns CI and D3)

3.Value Method Codes

(See Co lumn C2)

A = $1,000 or less

F =$50,001 - $100,000

J -$15,000 or less

N =$250,001 - $500,000

P3 =$25,000,001 - $50,000,000

Q =Appraisal

U =Book Va lue

B =$1,001 - $2,5~0 C =$2,501 - $5 ,000 D =$5,001 - $15,000

G =$ 100,001 - $1 000 000 H 1 =$1 ;000,001 7 $5;000,000 H2 =Mo re than $5,000,000

K =$15,001 - $50,000 L ~ $ 5 6 ! 6 0 1 ~ $ 0 0 1~ 0 0 M =$100 ;00 l - $250 ,000

O=$500,001 - $] ,000,000 PI =$1~000,001 ~ $5;000~000 p2 =$5~000;001 - $25,000,000

P4 :Mbre than $50i000~000

R =Cost (Real Estate Only) S =Assessment T =Cash Marke i

V = O ther W =Estim ated

E =$15,001 - $50,000

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FINANCIAL DISCLOSURE REPORT

Page 11 o f 13

N a m e o f P e r so n R e p o r t i n g

Owen, Priscilla R.

D a t e o f R e p o r t

05/16/2011

V I I . I N V E S T M E N T S a n d T R U S T S -inco,~e, value, t ...... t ions (Includes those of spouse and dependent chi ldren; see pp. 34-60 of f! l ing instruct ions . )

~ N O N E (No reportable income, assets, or transactions.)

120. Van guard Fixed Income Secs Fund Incinc

Short Term Gov’t Bond

1 2 1 . FN M A S t rN t 1 .5% 7 /2 8 /1 5

122. FNMA StrNt 2% 12/30/20

123. Vanguard G NMA Fund Investor Shares

124. Vanguard Intermed ia te Term Inv GradeFund Inv Sh

125. Vanguard Short Term Investment G rade

Bond Fund

126. Vanguard Intermed iate Term Tax-ExemptFund

127. National Covenant Propert ies -- CD

A

A

A

A

A

A

Dividend K

None L

None L

Dividend J

Dividend J

Dividend J

Dividend J

I n t e r e s t J

T

T

T

T

T

T

T

T

B uy

B uy

B uy

B uy

B uy

B uy

07 /28 /10 K

! 12/30/10 K

03/18/10 J

06/28/10 J

03/18/10 J

06/28/10 J

1 lncome Gaitt Codes: A =$1,000 0~ less B =$1,00i ~ $2,500

(S e e Columns BI and 1)4) F =$50;001 = $100,000 G =$i00,001 - $1;000,000

2. V alue Codes J = $15 ,000 o r less K =$15,001 - $50,000

(S e e Columns C I and 03) N =$250,001 - $500,000 O =$500,001 - $1,000,000

P3 =$25 , 000,001 - $50 , 000;000

3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only)

(See Colunm C2) U =Book Va lue V =O th e r

C =$2,501 - $5,000 D =$5;001 - $15,000 E =$15,001 - $50,000

H1 =$1,000,00t ~$5 000 000 H2 =M0rel tha~ $5 000 000

L =$50~001- $100,000 M =$100i001 ~ $250,000

P l ~ $ 1 , o o o , o o l : $ 5 , 0 0 0 , 0 00 ~ = $ 5 ; 0 0 @ o i ~ $ ~ ! o o o ~ o o oP4 =M ore than $50,000~000

iS =Assessment T = C a s h Marke t

W =Estimated

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FINANCIAL DISCLOSURE REPORT

Page 12 of 13

Nam e of Person Report ing

Owen, Priscilla R.

Date of Report

05/16/2011

VIII . ADDITIONAL INFORMA TION OR EXPLAN ATIONS. (lndicatepart of report.)

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FINANCIAL DISCLOSURE REPORT

Page 13 of 13

Nam e of Person Reporting

Ow en, Pr isc i lla R.

Date of Repor t

0 5 / i 6 / 2 0 1 1

IX . CERTIFICATION.

I cer t ify that a l l in fo rm at ion g iven above ( includ ing in fo rm at ion per t a in ing to my spou se and m inor o r dependent ch i ld ren , i f any) isa c c u r a te , t ru e , a nd c o m p l e t e t o t he be s t o f m y k no w l e d g e a nd be l i e f , and t ha t a ny i n fo r ma t i o n no t r e po r t e d w a s w i thhe l d be c a u se i t me t a pp l ic a b l e s ta t u t o r yp r o v i s i o ns p e r m i t t ing no n -d i s c l o su re .

1 fu r ther cer t ify that earned income from ou t s ide em ploym ent and honorar ia and the accep tance o f g i f t s which have been repor ted are incom pl iance wi th the provis ions of 5 U.S.C. app. § 501 e t . seq. , 5 U.S.C. § 7353, and Judic ia l Conference regula t ions .

Signature: S/Priscilla R. Owe n

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 FU L L Y F A L S I F IE S O R F A I L S T O FI L E T H IS R E P O R T M A Y B E S U B J E C T T O C IV I LAN D C R IM IN A L S AN C T IO N S ( 5 U .S .C . ap p . § 1 0 4 )

Commit tee on F inancial DisclosureAd m inist ra tive Off ice o f the U ni ted Sta tes Cour tsSuite 2-301

One Co l u m bu s Ci r cl e , N .E .Washing ton, D.C. 20544