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Judicial Watch • Garr M. King – 2007

Garr M. King – 2007

Garr M. King – 2007

Page 1: Garr M. King – 2007

Category:Federal Judges

Number of Pages:42

Date Created:November 18, 2008

Date Uploaded to the Library:November 10, 2014

Tags:REINVESTMENT, reinvested, Garr M King, CAPITAL, Services, funds, account, 2007, Codes, dividend, IRS, disclosure, report, Federal Judge, financial, income, Judge


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United S!ates District Court 
DISTRICT OREGON 
907 United States Courthouse 1000 Southwest Third Avenue Portland, Oregon 97204 
Chambers (503) 326-8230 .....,, 
=Chambers 
(/) :::0GARRM.KING 
 
,-; 
o- United States District Judge 
July 16, 2008 
p-. m:::0 .;J:.. .r:: rr1G 
Judge Ortrie Smith, Chair 
oJ.> 
Judicial Conference the United States 	.,, 
.,, 
Committee Financial Disclosure 
CJrrl 
One Columbus Circle, 
Washington, 20544 
 
RE: Calendar Year 2007 Filing 
Dear Judge Smith: response your letter June 24, 2008, enclose Amended 2007 Report which includes 
the following: 	 
Amendment page IV, items 1-6. 	 
Amendment page VII, items and reflect purchase date. 	 
Amendment page VII, adding items through reflect the assets held IRA account managed USB Financial. 	 
Items number through replace the additional information explanation 
item (VII) the report 5/1/2008. 
 
 
 
With regard the IRA account, previously had two IRA accounts. had one with Value 
Line Fund, and the other with Piper Jaffrey. Piper Jaffrey was acquired USB Financial and 
they presently manage IRA account. the end of2007 merged Value Line IRA 
Fund with the USB Financial Fund. Items through reflect all the positions IRA 
the end 2007. preparing the 2006 filing, just tracked the IRA information sheet. Note that mistake referred line 22, and should have been line VII. 2007 filing, again just 
tracked the previous years additional information sheet. For your information have enclosed statements December 31, 2006 and December 31, 2007 the event you have any 
questions. you not wish have these you can throw them away. This managed IRA 
account. have never paid any attention changes investments. invested Funds and 
Certificates Deposit which change periodically. you need any further information please advise. 
GMKl!encl. 
 
 
 
(AMENDED JULY 16, 2008) Court Organization Date Report Person Reporting (last name, first, middle initial) 
DISTRICT OREGON ACTIVE KING,GARR 05/01/2008 
Sa. Report Type (check appropriate type) Title (Article III judges indicate active senior status; Reporting Period 
magistrate judges indicate full-or part-time) 
Nomination, Date 
 
01/01/2007 
UNITED STATES DISTRICT JUDGE 
Initial Annual Final 
12/31/2007 
Sb. Amended Report Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, Is, opinion, compliance with applicable laws and regulations. 
907 UNITED STATES COURTHOUSE 
1000 THIRD AVENUE 
PORTLAND, OREGON 97204 
Reviewing Officer Date 
IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign fast page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructwns.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY CO-MANAGER KING PARTNERS LLC 
PRESIDENT/DIRECTOR KING FAMILY FOUNDATION 
 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) [ZJ NONE (No reportable agreements.) r c:,:::--( ,.. o).> ... r:r-r, C)fTl (._c= ,... ..c r:1 t: 
 
 PARTIES AND TERMS 
 
 
 
05/01/2008 
KING,GARRM 
Ill. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
 
 
SOURCE AND TYPE 	 
INCOME 
(yours, not spouses) Spouses Non-Investment Income I/you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
IV. REIMBURSEMENTS transportation, /odging,food, entertainmenl 
(Includes those spouse and dependent children; see pp. 25-27 filing instmctions.) NONE (No reportable reimbursements.) 
SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 	Administrative Office 01/29/2007 Santa Barbara, U.S. Judicial $1,091.00 Transportation, food and lodging the United States Courts California Conference 
01/31/2007 
Bend Oregon Inns 02/21/2007 Bend, Oregon Inns Court $150.00 Lodging 
Court 
 
02/22/2007 	 
American College 03/28/2007 Houston, Texas Nat! Trial $1,157.00 Transportation, food and lodging Trial Lawyers Competition 	 
Administrative Office 04/20/2007 Medford, Oregon Investiture Judge $179.00 Transportation 
 
 
04/01/2007 
 
 
the United States Courts 	Clarke 
04/21/2007 
 
Date Report 
KING,GARRM 
0510112008 Administrative Office the United States Courts 07/15/2007 07/19/2007 Honolulu, Hawaii U.S. Judicial Conference $2,809.00 Transportation, food and lodging American College Trial Lawyers 11/15/2007 11117/2007 Napa Valley, California Western Chairs Workshop $800.00 Transportation, food and lodging 
 
 
 
 
KING,GARRM 
05/01/2008 
 
 
 
DESCRIPTION VALUE JFT (Includes those spouse and dependent children; see pp. 18-31 filing instructions.) 
 
 
VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) [ZJ NONE (No reportable liabilities.) 
CREDITOR 
 
CODE 
 
 
 
 
Date Report 
KING,GARRM 
05101/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filinc instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (l) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code (J-P) (2) Value Method Code (Q-W) (I) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
18. 
COMM. FINANCIAL LTD Interest PARTNERSHIP (MIDCO) 
 
19. 
IRA VALUE LINE FUND None Merged w/15 2007 Transferred IRA# Income Gain Codes: 1,000 less $1,00 -$2,500 =$2,50 -$5,000 s5,00I -St5,ooo =$15,001 -S50,000 
(Sec Columns and 04} =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$l 5,000 less =$15,00 -$50,000 =$50,001 -$100,000 =$I 00,00 -$250,000 
{See Columns and DJ} =$250,00I -$500,000 =$500,00I -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
 
Name Person Reporting 
Date Report 
KING, GARRM 
05/0112008 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those spouse and dependent children: see PP 14-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: 1,000 less =$1,0-01 -$2,50-0 c=$2,501 -$5,000 =$5,001 -$!5,00-0 =$15,0-01 -$50,00-0 
(See Columns and 04) =$50,00 I00,0-00 =$100,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=S 15,000 less K=S15,0-0l -$50,000 L=$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and 03) N=$250,00 -$500,000 0=$500,001 -$1,000,000 =$1,000,001.-$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More tbiin SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessmenl =Cash Market 
(See Column C2) U=Book Value V=Other W=Estimaled 
 
 
Date Report 
05/01/2008 
KING,GARRM 
 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 
 
 
YEOS 1007 2007 3007 Oct07 Nov07 Dec07 
Member SIPC Page December 07t llllllll., 
 
 
 
l/alue November 
llalue December 
December 2007 
Money fund and other sweep option balance 12/31 value 46,375.04 Dther items not value 12/31: 
Accrued interest 42.05 
 
Opening cash money fund sweep balance 67,747.45 45,973.59 
Credits your account Net security earnings Deposits Sales proceeds/redemp tions/exchanges 25,400.21 .00 .00 49,470.45 133, 173.14 
 
Total credits 25,400.21 263,867.43 
Debits your account 
Withdrawals -21,957.43 -21,957.43 
Program fees and related services .00 -3,476.34 
Funds purchase securities -24,815.19 -238,032.21 
 
Total debits -46,772.62 -263,465.98 
Credit/debit net chainge -21,372.41 401.45 
Closing cash money fund sweep balance 46,375.04 46,375.04 
 
 
 
)ividends 7,040.00 18,180.73 
nterest 361.64 6,685.79 
Jther 17,847.67 19,714.61 
>rior month(s) adjustments 150.90 
rotal current year security earnings 25,400.21 44,581.13 
>rior year(s) entries and adjustments .00 4,889.32 
 
 
 
Account Number:  UBS Strategic Advisor 
Your Financial Advisor 
WRENN FERGUSON 
Statement Period: December 2007 
 
When available, prices, income and current values may approximate and thus gains/losses may not accurately reflected. astensk indicates the calculation unrealized gains/losses based upon UBS Financial Services adjustment cost basis The number 1 indicates cost basis information has been provided source other than UBS Financial Services See the back the first page for additional information Gains/losses are not calculated for zero coupon investments. Pending adjustment PIA indicates cost basis has not yet been a/located result spin-off taxable exchange 
Cash and funds 
Days 
balance 
UBS LIQUID ASSETS FUND 67,747.45 46,375.04 1.00 4.61% /26 -12/23 
Mutual funds 
Aggregated Reinvestment the aggregate all dividends paid that were reinvested the fund and excludes any cash dividends taken, but not tax lot for purposes determining holding periods and/or basis Each time dividends are reinvested, the shares received are separate tax lot. Cost basis the aggregate purchase cost the security, including reinvested dividends, and may need adjusted for return capital payments determine the aggregat1 adjusted tax cost basis. Unrealized gain/loss the difference between the aggregate current value and the aggregate cost basis for each security (and may also need adjusted for return capital payments determine the realize 
gain loss for tax reporting The Investment return for each minus and excludes cash dividends not reinvested 
Total Purchase Client Unrealized Reinvested Investment Holdir 
:!hares Price Current value investment Cost basis dividends return 
AMERICAN FUNDS CAPITAL 
WORLD GROWTH INCOME 
FUND CLASS 
 
Trade date: 03/10/06 Aggregated reinvestment Estimated annual income: Current yield: 2.23% Security total $2,104 44.540 44.540 80,175.47 14,373.24 94,548.71 37.840 42.455 68, 114.95 68,114.95 68,114.95 13,700.42 81,815.37 12,060.52 672.82 12,733.34 13,700.42 13,700.42 26,433.76 
AMERICAN FUNDS EURO PACIFIC FUND CLASS Trade date: 04/20/01 Aggregated reinvestment 50.650 50.650 72,569.69 23,906.75 30.030 43.031 43,026.02 43,026.02 20,310.69 29,543.67 3,596.06 20,310.69 
Continued page Page 
.f:?1:1:.; ;;::.:;;:,.{(::;: ..:: :,, .! 
 
 
Account Number:  UBS Strategic Advisor 
Your Financial Advisor 
 
 
 
 
Account Number:  UBS Strategic Advisor 
Your Financial Advisor 
WRENN FERGUSON ........ 03.6500% MAT 09/24/2008 FIXED RATE ACCRUED INTEREST $35.00 
 
100.149 50,074.50 2,575/ 5.14% 03/16/06 100.000 50,000.00 74.50 RATE 05.1500% MAT 03/30/2009 FIXED RATE ACCRUED INTEREST $7.05 
DORAL BANK 
99,580.50 100,000.00 -419.50 
Total 
 
 
Mutual funds 
Aggregated Reinvestment the aggregate all dividends paid that were reinvested the fund and excludes any cash dividends taken, but not tax lot for purposes determining holding periods and/or basis Each time dividends tre reinvested, the shares received are separate tax lot. Cost basis the aggregate purchase cost the security, including reinvested dividends, and may need adjusted for return capital payments determine the aggregate tdjusted tax cost basis. Unrealized gain/loss the difference between the aggregate current value and the aggregate cost basis for each security (and may also need adjusted for return capital payments determine the realize 
 
LOOMIS SAYLES 
STRATEGIC INCOME FUND :LASS 
 
 
 
11/30 12/03 DIVIDEND 12/03 REINVESTMENT 12/14 DIVIDEND 12/14 CAP GAIN Cash, Money fund and other sweep option balance OPPENHEIMER INTL BOND /30/07 OPPENHEIMER INTL BOND DIVIDEND REINVESTED 6.62NAV 11/30/07 11/30/07 AMERICAN FUNDS EURO PACIFIC FUND CLASS 12/13/07 AMERICAN FUNDS EURO PACIFIC FUND CLASS LONG TERM CAPITAL GAIN 150.90 -150.90 1,753.84 6,352.16 67,747.45 67,747-45 
12/14 REINVESTMENT 12/14 REINVESTMENT 12/17 DISTRIBUTION CURRENT YEAR 12/19 DIVIDEND 12/19 DIVIDEND 12/13/07 AMERICAN FUNDS EURO PACIFIC FUND CLASS DIVIDEND REINVESTED 52.02 NAV 12/12/07 12/13/07 AMERICAN FUNDS EURO PACIFIC FUND CLASS FLT CAP GAINS REINVESTED 52.02 NAY 12/12/07 12/13/07 NORMAL DISTRIBUTION AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME FUND CLASS 12/18/07 AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME FUND CLASS 12/18/07 -1,753.84 -6,352.16 -21,957.43 289.18 293.69 67,747.45 45,790.02 December07t 1lllllll 
:ontinued page Page 
 
 
Account Number: II 	UBS Strategic Advisor 
Your Financial Advisor 
WRENN FERGUSON 
 
12/20 REINVESTMENT 	DWS DREMAN SMALL CAP VALUE FUND CLASS CAP GAINS REINVESTED 34.21 NAV 12/18/07 12119/07 
12/20 REINVESTMENT 	DWS DREMAN SMALL CAP VALUE FUND CLASS CAP GAINS REINVESTED 
12/21 12/21 12/21 12/21 12/24 12/26 12/28 12/31 12/31 12/31 12/31 12/31 DIVIDEND CAP GAIN REINVESTMENT REINVESTMENT INTEREST DIVIDEND INTEREST DIVIDEND CAP GAIN REINVESTMENT REINVESTMENT 34.21 NAV 12/18/07 12/19/07 FPA CAPITAL FUND INC FPA CAPITAL FUND INC LONG TERM CAPITAL GAIN FPA CAPITAL FUND INC DIVIDEND REINVESTED 36.03 NAV 12/17 /07 FPA CAPITAL FUND INC CAP GAINS REINVESTED 36.03 NAV 12/17/07 ROYAL BANK 03.6500% MAT 09/24/08 FIXED RATE PAID 50000 UBS LIQUID ASSETS FUND 12/24/07 DORAL BANK 05.1500% MAT 03/30/09 FIXED RATE PAID 50000 OPPENHEIMER INTL BOND 12/28/07 OPPENHEIMER INTL BOND LONG TERM CAPITAL GAIN 12/28/07 OPPENHEIMER INTL BOND DIVIDEND REINVESTED 6.38 NAV 12/28/07 12/28/07 OPPENHEIMER INTL BOND CAP GAINS REINVESTED 6.38 NAV 12/28/07 12/28/07 Closing cash, Money fund and other sweep option balance Total Money fund and other sweep option balance --- 233.51 2,167.30 -233.51 -2,167.30 150.00 223.38 211.64 3,129.60 382.30 -3, 129.60 -382.30 45,790.02 45,940.02 46, 163.40 46,375.04 46,37.04 46,375.04 46,375.04 
 
 
ening cash money fund sweep balance .00 
dits your account security earnings JOSits credits bits your account hdrawals gram fees and related services ids purchase securities 17,921.68 696.11 Important message: Clients with account balances activity December should refer the monthly statement following the Year-End Summary. debits -39,644.20 
dit/debit net change 45,973.59 
>sing cash money fund sweep balance 45,973.59 UUI r111a11.rlQI l.UVl:>VI UUJ 111.;Jlll.-llC 
WRENN FERGUSON Resource Management Account 
Account Number:  
Account Type: Individual Retirement Account 
J06 Year-End Summary 
rJportant Tax-Planning Information GARR KING 
ase keep this statement for use with your tax-reporting documents, e.g., 1099, 5498, etc. IRA 
 
 
 
 
mberSIPC Page 2006 Year-End 
 
 
 
 
JIJJ 1111111 
 
Resource Management Account 
Statement Period: 2006 Year-End Summary 
 
Year-to-date 
ening value priced assets 
:urities purchased :urities transferred in/received inge value investments change value priced assets 
>sing value priced assets portfolio closing value December .00 15,016.67 498,252.61 535,898.44 535,898.44 581,872.03 
 
Paidin2006 
 
idends 4,562.71 
!fest 2,905.01 
1er 10,453.96 
 
 
 
 
 
 
CUVl,C;t Ill, 
PORTLAND  
 
 
 
>ecember 2006 
 
Cash* Cash alternatives Equities 
 
Fixed income 
 
 
Balanced Ill Alternative strategies 
 
 
Other 
 
 
Total 
 
 
:rued interest 911.78 
1a1 lUY1:.u1 
Total asset value 45,973.59 .00 357,226.09 178,672.35 .00 .00 .00 total 7.90% 0.00% 
61.39% 
30.71 0.00% 0.00% 0.00% 581,872.03 100.00% 
 ...  
 
Resource Management Account 
Account Number:  Account Type: Individual Retirement Account 
 
GARR KING IRA 
 
 
Account instructions 
UBS Financial Services Inc. your custodian. Your account approved for normal distributions. Portfolio Management data not displayed. 
Bulletin board PREPARED FOR 2007. THIS MONTHS INVESTMENT INTELLIGENCE CONTAINS OUR MARKET OUTLOOK FOR THE NEW YEAR WELL KEY INFORMATION FOR TAX-YEAR 2006. CALL YOUR DISCUSS. 
PREFERRED CLIENT PRIORITY SERVICES ...... 
VISIT OUR WEB SITE WWW.UBS.COM. 
 
December 06/ 
 
 
ening cash money fund sweep balance 69,234.82 .00 
dits your account security earnings JOSitS credits 13,535.05 .00 13,535.05 17,921.68 696.11 85,617.79 
bits your account hdrawals .gram fees and related services ids purchase securities debits -23,895.00 .00 -12 901.28 -36,796.28 -23,895.00 -732.53 -15 016.67 -39,644.20 
1dit/debit net change -23,261.23 45,973.59 
>sing cash money fund sweep balance 45,973.59 45,973.59 
 
 
l\,,UUIU 1,.UlllUCI   
Your Financial Advisor 
WRENN FERGUSON Bank deposit balances are FDIC-insured accordance with FDIC rules, and are not protected SIPC. 
603,761.54 
581,872.03 
45,973.59  
911.78 
582,783.81 
UIJ.J 111111--111; 
Resource Management Account 
Statement Period: December 2006 
 
 
1,371. 535,898.44 
UIJ/J 111.;Jlll.VllC 
Resource Management Account 
>sing value priced assets 535,898.44 535,898.44 portfolio closing value December 581,872.03 581,872.03 
irest 633.77 2,905.01 
1er 9,531.69 10,453.96 month(s) adjustments 19.01 
 
 
 
 
l\o.,UUlll lt:UlllUQI   VIJJ 111.Jllll VllC 
Your Financial Advisor 
 
Resource Management Account 
WRENN FERGUSON 
Statement Period: December 2006 prices, income and current values may approximate and thus gains/losses may not accurately reflected. asterisk(*) indicates the calculation unrealized gains/losses based upon UBS Financial Services 1stment cost basis. The number 1 indicates cost basis information has been provided source other than UBS Financial Services. See the back the first page for additional information. Gains/losses are not calculated zero coupon investments. Pending adjustment PIA indicates cost basis has not yet been allocated result spin-off taxable exchange. Bank deposits Bank balances are FDIC-insured accordance with FDIC are not for and the balances. 
Days BANK USA DEP ACCT 69,234.82 45,973.59 4.79% 11/07 -12/06 
1tual funds 
gregated Reinvestment the aggregate all dividends paid that were reinvested the fund and excludes any cash dividends taken, but not tax lot for purposes determining holding periods and/or basis. Each time dividend reinvested, the shares received are separate tax lot. Cost basis the aggregate purchase cost the security, including reinvested dividends, and may need adjusted for return capital payments determine the aggrega 1sted tax cost basis. Unrealized gain!Joss the difference between the aggregate current value and the aggregate cost basis for each security (and may also need adjusted for return capital payments determine the reali2 loss for tax The Investment return for each the minus the cash dividends not reinvested. 
Total Purchase Client Unrealized Reinvested Investment Holding 
shares Price Current value investment Cost basis dividends return 
 
ERICAN FUNDS CAPITAL >RLD GROWTH INCOME JD CLASS :stimated annual income: 
urrent yield: 1.89% 
ERICAN FUNDS PACIFIC FUND CLASS 
:stimated annual income: 
urrent yield: 1.66% 
1tinued page 
41.870 80,465.59 
$1,517 46.380 81, 115.92 $1,345 
 
l\,,UUI lUll IUCI  VIJJ 1.:1111 lo-1 Ill; 
Your Financial Advisor 
 
 
 
Resource Management Account 
WRENN FERGUSON 
Statement Period: December 2006 
1tual funds -continued 
Total Purchase Client Unrealized Reinvested Investment Holding shares Price Current value investment Cost basis dividends return 
DGECOX 43.660 22,528.38 ERNATIONAL STOCK FUND :stimated annual income: $180 
urrent yield: .80% 
OGE COX STOCK FUND 
 
153.460 86,804.64 :stimated annual income: $1, 131 
urrent yield: 1.30% DREMAN SMALL 37.730 33,537.97 VALUE FUND 
O..SS :stimated annual income: $268 
urrent yield: .80% 
)ERATED KAUFMAN 24.260 23,424.75 
ALL CAP FUND CLASS 
 
0.. CAPITAL FUND INC -41.440 29,348.84 :stimated annual income: $538 
urrent yield: 1.83% 
timated annual income: 1tual funds total 
 
357,226.09 
 
 
 
97.132 48,566.00 1,825 3.76 03.6500% MAT 09/24/2008 RATE CRUEDINTEREST $25.00 
YAL BANK 
99.527 49,763.50 2,575 5.17 05. 1500% MAT 03/30/2009 .ED RATE CRUED INTEREST $204.59 
RAL BANK 
148,293.00 5,150tal 
 
 
 
 
ll--UUIU rtUllHICI   Ul.IJ 111.;illll- 
Your Financial Advisor 
 
Resource Management Account 
 
WRENN FERGUSON 
Statement Period: December 2006 
 
 
JD CLASS :stimated annual income: $1,032 ;urrent yield: 3.40% 45,973.59 Jities 357,226.09 4,979 income 178,672.35 
tal 581,872.03 
1er items not included Portfolio total value ccrued interest 911.78 
 
1-877-208-5700 request that copy this research sent them. 
 
l-..UUlll rtUt11uC:1. VWJ 111_,111.-llC 
Your Financial Advisor 
Resource Management Account 
WRENN FERGUSON 
Statement Period: December 2006 flow and security transactions the disclosure the back the first the PriceNalue for restricted securities. 
e DIVIDEND Cash, Money fund and other sweep option balance PIMCO REAL RETURN FUND CLASS Quantity/ Face value Price Value Cash amount 19.01 Cash Total Money balance 69,234.82 REINVESTMENT INTEREST CAP GAIN CAP GAIN /30/06 PIMCO REAL RETURN FUND CLASS DIVIDEND REINVESTED 11.02 NAY 11/30/06 /30/06 UBS BANK USA DEPOSIT ACCOUNT 12/06/06 PIMCO REAL RETURN FUND CLASS SHORT TERM CAPITAL GAIN 12113/06 PIMCO REAL RETURN FUND CLASS ... 19.01 272.13 212.35 .82 69,234.82 69,506.95 REINVESTMENT REINVESTMENT DISTRIBUTION LONG TERM CAPITAL GAIN 12113/06 PIMCO REAL RETURN FUND CLASS CAP GAINS REINVESTED 10.84 NAV 12113/06 12113/06 1000TH PIMCO REAL RETURN RETURN FUND CLASS CAP GAINS REINVESTED 10.84 NAV 12113/06 12113/06 NORMAL DISTRIBUTION -212.35 -.82 -23,895.00 69,506.95 45,611.95 CURRENT YEAR CAP GAIN DWS DREMAN SMALL CAP VALUE FUND 312.62 
CLASS SHORT TERM CAPITAL GAIN CAP GAIN 12120/06 DWS DREMAN SMALL CAP VALUE FUND CLASS LONG TERM CAPITAL GAIN 1,432.51 12120/06 
 
1tinued page Page December 06/  REINVESTMENT DWS DREMAN SMALL CAP VALUE FUND 
CLASS CAP GAINS REINVESTED 37.74 NAV 12119/06 12120/06 REINVESTMENT DWS DREMAN SMALL CAP VALUE FUND 
CLASS CAP GAINS REINVESTED 37.74 NAV 12119/06 12120/06 DIVIDEND AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME 
FUND CLASS FAS 12121/06 DIVIDEND AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME 
FUND CLASS FAS 12121/06 CAP GAIN AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME 
FUND CLASS LONG TERM CAPITAL GAIN 12121 /06 REINVESTMENT AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME 
FUND CLASS DIVIDEND REINVESTED 41.56 NAV 12120/06 12121/06 REINVESTMENT AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME 
FUND CLASS DIVIDEND REINVESTED 41.56 NAV 12120/06 12121/06 REINVESTMENT AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME 
FUND CLASS FLT CAP GAINS REINVESTED 41.56 NAV 12120/06 12121 /06 DIVIDEND FPA CAPITAL FUND INC CAP GAIN FPA CAPITAL FUND INC LONG TERM CAPITAL GAIN REINVESTMENT FPA CAPITAL FUND INC DIVIDEND REINVESTED 42.09 NAV 12118/06 REINVESTMENT FPA CAPITAL FUND INC CAP GAINS REINVESTED 42.09 12118/06 INTEREST ROYAL BANK 03.6500% MAT 09/24/08 
FIXED RATE PAID 50000 12124/06 
-312.62 
-1,432.51 
269.61 
183.16 3,295.08 
-269.61 
-183.16 
-3,295.08 
168.03 
1,350.99 
-168.03 
 
-1,350.99 45,611.95 
150.00 45,761.95 
1tinued page Page December 06/ 17838 
 
,UUIU ltUlllUOI   
Your Financial Advisor DIVIDEND CAP GAIN CAP GAIN LONG TERM CAPITAL GAIN 12/27/06 REINVESTMENT AMERICAN FUNDS EURO PACIFIC FUND CLASS DIVIDEND REINVESTED 45.78 NAV 12/26/06 12/27/06 REINVESTMENT AMERICAN FUNDS EURO PACIFIC FUND CLASS CAP GAINS REINVESTED 45.78 NAV 12/26/06 12/27/06 REINVESTMENT AMERICAN FUNDS EURO PACIFIC FUND CLASS CAP GAINS REINVESTED 45.78 NAV 12/26/06 12/27/06 INTEREST DORAL BANK 05.1500% MAT 03/30/09 
FIXED RATE PAID 50000 Closing cash, Money fund and other sweep option balance 
Total Money fund and other sweep option balance 
 
mey funds and other sweep options UBS Bank USA Deposit Account your primary sweep option. Amount Balance 
30 Opening UBS Bank USA Deposit Account 69,234.82 DEPOSIT 12/06/06 272.13 69,506.95 WITHDRAWAL 12/20/06 -23,895.00 45,611.95 
 
UIJJ 111111.11 
 
Resource Management Account 
3,452.29 
-1,250.72 
-954.09 
--3,452.29 
211.64 45,973.59 45,973.59 45,973.59 
 
Date Amount Balance 
12/27 DEPOSIT 150.00 45,761.95 
12/29 DEPOSIT 211.64 45,973.59 
12/29 Closing UBS Bank USA Deposit Account 45,973.59 
 
 
l11,,..UUIU lfUlllUt::I   	UYJ 111111 v1n;;;; 
Your Financial Advisor 
 
 
 
Resource Management Account 
 
WRENN FERGUSON 
Statement Period: December 2006 
ain this statement your year-end valuation. your Asset portfolio includes Insurance products, Private investments, IRA 
 
cial products Other assets you own Outside assets that not appear this statement, will automatically provide 
 
 	 
with updated year-end valuation January 2007. This 2006 year-end value your IRA (or the updated value, will furnished the Internal Revenue Service. 
 
 
cember value 
 
 
 
UBS Financial Services Inc. (the Firm UBS Financial Se1Vioos1, 
=.1rebri=.19. 
UBS Financial Services indirect subsidiary UBS and aflir10te UBS Sei..!urtties LLC. The Firms financial statement available for your 
person@ inspection its offices, copy will mailed upon your 
written requestThis statement represents the only official record yoor UBS Financial 
Services account. Other records. except official tax documents. containing 
contlicting data should not relied upon. you believe there eiror 
omission, please report irrrnediately wrtting the Branch Manager 
the office servicing yoor account. Any oral corrmunlcations should 
confirmed writing further your your 
under the Securities Investor Act. the 
institution the froot this statements not UBS Financial Services, UBS 
Flnancial Setvlces iscarryingyour account dealing brokerby 
arrangement with the indicated institution, which you were informed 
when you opened this account these cases, report must made 
both firms. Allaccountstatements shall deemed complete and 
accurate not objected writing within days the statement 
postmark. 
Customer complaints may directed the Firms Client Relations 
 
Department 800-354-9103, 8:00 A.M. 6:00 P.M. Monday through 
fr,-R1g;s.crBC:.E:ptr;,;.!f 
800-762-1000, write UBS Financial Services lnco 
also maintainjoint acx:ount relationships with otherclients the same 
address. This practice known householding.If you notwish 
have allofyour stataments bundledtogether that is, you prefer receive 
individualstaternenSmailed inseparate envelopes you may decline 
householding calling your Financial Advisorat the telnumber listad your account statements. 
Account overview Closing values. Total net equrty value (assets rrinus debt) your 
account includes uninvested cash. m:>ney airounts, values for 
restricted security (est), end Global Time Deposits, short account 
balanca, unrealized marksto market andcertainassetsoot held 
the Finn. Doesnot include unpriced securities/assets the end the 
prior and current statement periods, nor values for insurance products 
and privateinvestments. 
Cash/Money funds. Totalof uninvestedcashcredit balance plus 
 
moneyfund money marketfund sweepoption (but not UBS Bank 
deposit account) balancas the doseof the statementperiod. Non 
comroodity free credit balances your acx:ount are notsegregated 
from other cash balances and the Firm may use any such funds the 
ordinarycourse its business.These funds are payable up::xi your 
demand. This total included the currant period closing value. 
UBS Bank daposlta Total cash deposit theUBS Bank USA 
 
through the UBS Deposit Acx:ount Sweep Programatthecloseof the 
statement period. Formore information see the section titled UBS 
Bank Deposits, above. 
Debit balance. Total debit balance the dose thestatement 
 
period.This total included the currant period closing value. 
Restricted securities value (est.). Value presented for 
 
informational purposes only and may not reprasent ttB price which 
the security may besold due illiquidity orrestrictions 
resale/surrender the security. 
Other items not closing value.Estimates ofvalues for items 
 
excluded from your accounts cunent period closingvalue including: 
insurance values listed onyour statementand pendingreturns 
principal. Positions and values arefor informational purposes only and 
obtained fromsources considered reliable; however, accuracy cannot guaranteed. 
Value plus other Hams. Totals the currantperiod closing value end 
estimates ofvalues for other items described above. 
 Prlvato lnvostmont values (est.). Total ofestimatedvaluesfor private 
investments based third party estimated values, any, supplied 
independent valuation Firms rather llan those provided issuers 
(general partners). 
Loan summary 
For detailed information the Firms truth lendingpractices, refer the 
Firms Statement Credit Practices. The Firm resBM>S theright tolimrt 
margin purchases and short sa9s and attarits margin requirements and 
due dates for house other margincallsin accordancewith the Firms 
guidelines, market conditions andregulatorymargin requirements. 
AsletportfoRo 
:::;=Jt:lynt the 
securities any tirTl9. You may receive securities used loan rollateral 
f?:,ig!:s=.f;:n/.,a=:iv: 
thestatementperiod. Indeterminingthecost basis thesecurities 
included thissta1ement where Indicatedwith the number1, UBS 
Financial Services has relied information obtained fromsources other 
than UBS Financial SeMces, including information from another firm 
that you may haveprovided toyour Financial Advisor. The Firmdoes not 
independently verify guarantee the accuracy validity any 
information provided sourcesother than UBS Fnancial Services. 
addition, although UBS Financial Services generallyupdates thl ..,, rnPARTIES AND TERMS 
..,, 
 
 
05/01/2008 
KING, GARRM 
Ill. N-INVESTMENT ME. (Reporti11g i11dividual and spouse; see pp. 17-24 offili11g instructions.) Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income -If you were married during any portion the reporti11g year, complete this section 
(Dollar amount not required except for honoraria.) 
[{] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
IV. REIMBURSEMENTS --tra11sportatio11, lodging,food, entertainment. (Includes those spouse and dependent children, see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED Administrative Office the United States Courts 01/29/2007 01/31/2007 Santa Barbara, California U.S. Judicial Conference $1,091.00 Bend Oregon Inns Court 02/21/2007 02/22/2007 Bend, Oregon Inns Court $150.00 American College Trial Lawyers 03/28/2007 04/01/2007 Houston, Texas Nat! Trial Competition $1,157.00 
 
 
 
04/20/2007 Medford, Oregon Investiture Judge $179.00 Clarke 
04/21/2007 
 
 
05/01/2008 
KING, GARR 	 
Administrative Office 07/15/2007 Honolulu, Hawaii U.S. Judicial $2,809.00 the United States Courts Conference 	 
American College 11/15/2007 Napa Valley, Western Chairs $800.00 Trial Lawyers California Workshop 
 
 
07/19/2007 
11/17/2007 
 
05/01/2008 
KING,GARRM GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing 
instructions.) 
[Z] NONE (No reportable gifts.) 
DESCRIPTION VALUE 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 offili11g 
i11structio11s.) 
[Z] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 
 
 
 
 
05/01/2008 
KING,GARRM 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 a/filing instructions.; NONE (No reportable income, assets, transactions.) Income Gain Codes: $1,000 less 8$1,001-$2,500 42,501 -$5,000 $5,001 -$15,000 $15,00  $50,000 
(See Columns and D4) $50,00 -$I 00,000 $100,001 -$1,000,000 $1,000,001 -$5,000,000 More than $5,000,000 Value Codes 15,000 less ,,$15,001 -$50,000 $50,001  SI00,000 00,00  $250,000 
(See Columns and 03) $250,001 -$500,000 $500,001  $1,00C,JOO $1,000,001 -$5,000,000 55,000,001  $25,000,000 $25 ,000,00  $50,000,000 Moce than S50,000,000 Value Method Codes =Appraisal Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) Book Value V:o:Qther =Estimated 
------ 
 
 
05/0112008 
KING,GARRM 
VII. INVESTMENTS and TRUSTS --i11come, ,.atue, 1ra11sac1io11s r1nc1udes 11iose spouse a11d depe11de111 chitdre11; see pp. J4-6o fiti11g i11s1ruc1io11s.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
 
(I) 
(2) 
(I) 
(2) (3) 
(4) 
(2) 
(5) 
Identity 
Type (e.g., 
Date 
Value 
Gain 
Amount 
Value 
Type (e.g., 
Value 
Place (X) after each asset 
Code 
Code 
buyer/seller 
div., rent, 
Month- 
Code 
Code 
Method 
buy, sell, 
exempt from prior disclosure 
(A-H) int.) 
(if private 
redemption) 
Code 
Day 
(A-H) 
(J-P) 
(Q-W) 
transaction) Income Gam Codes: =$1,000 less $1,00t -$2,500 =S2,50 -SS,000 0=$5,00t-$15,000 SIS,001 -$50,000 
{See Columns and 04) $50,00 -$I 00,000 $t00,00I -$1,000,000 =$t,OOO,OOI -$5,000,000 =More than $5,000,000 Value Codes ==$15,000 Jess $15,00t -$50,000 =$50,00 00,000 =$tOO,OOt $250,000 
(See Columns and $250,001 -$500,000 $500,001 -$t,000,000 $1,000,001 -SS,000,000 =$5,000,00i -$25,000,000 $25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes Appraisal Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value VOther Wo::Estimated 
 
 
0510112008 
KING, GARR 
VII. INVESTMENTS and TRUSTS -income, va1ue, 1rat1sac1iot1s r1r1c1udes 1hase spouse and depet1dent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset exempt from prior disclosure 
Income during reporting period 
(I) 
Amount Code (A-H) 
(2) 
Type (e.g., div., rent, int.) 
Transactions during reporting period 
Gross value end 
reporting period 
(I) (2) 
Value Value 
Type 
Code Method 
buy, seII, 
(J-P) Code 
red tion) 
(Q-W) 
.g., (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: ,000 less 8=$t,OOl -S2,500 c=$2,501 -$5,000 =$5,001 -Sl5,000 E=Sl5,00I  $50,000 
(See Columns and 04) =$50,00 -SI 00,000 =$100,001 -$1,000,000 =$1,000,001  $5,000,000 =More than S5,000,000 Value Codes =$l5,000or less =$15,001  $50,000 =$50,001-SIOO,OOO =$100,001  $250,000 
(See Columns and 03) =$250,001 -$500,000 $500,001 -$I ,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -S25,000,000 $25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cosl (Real Estate Only) Assessment :Cash Market 
(See Column C2) =Book Value V=Other Estimated 
 
 
05/01/2008 
KING,GARRM 
VII. INVESTMENTS and TRUSTS -income, value, 1ra11sac1io11s r1nc1udes 11wse spouse a11d depe11de111 children; see PP 14-60 fili11g i11s1ruc1io11s.J NONE (No reportable income, assets, transactions.) 
 
(4) 
(3) 
Date 
Month- 
Day 
 
52. WEST COAST BAN CORP. Dividend 
53. OR. STATE DEPT. ADMfN. Interest 
54. PORT ORE SWR SYSTEM Interest 
55. 
56. 
57. 
58. 
59. 
60. Income Gam Codes: =$1,000 less =St ,00  $2,500 =$2,501 -$5,000 s5,001 -s15,ooo =$15,00I -$50,000 
(See Columns and 04) =S50,00I -$I 00,000 =$I 00,00 1,000,000 -$1,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001  $100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,00I  $500,000 =$500,001 -Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001  $25,CJO,OOO =S25,000,00I -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
 
05/01/2008 
KING,GARRM 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (ltrdicateparto/ReporL) 
Additional Information Type Value Code Value Method Type Day Value Gain IRA -USB Financial None 
Schedule Assets IRA: 
American Funds Capital 
American Funds EURO 
Dodge Cox Intl. Fund 
Dodge Cox Stock Fund 
DWS Dreman Small Cap Fund 
Federated Kaufinan Small Cap Fund 
FPA Capitol Fund Inc. 
Loomis Sayles Income Fund 
Oppenheimer Int! Bond Fund 
 
 
 
 
 
05101/2008 
KING, GARR 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions ofS U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signature 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES AND CRIMINAL SANCTIONS U.S.C. app.  104) 
 
 
FIUNG INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-30 One Columbus Circle, N.E. Washington, D.C. 20544