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Judicial Watch • Priscilla R Owen Financial Disclosure Report for 2009

Priscilla R Owen Financial Disclosure Report for 2009

Priscilla R Owen Financial Disclosure Report for 2009

Page 1: Priscilla R Owen Financial Disclosure Report for 2009

Category:Financial Disclosure

Number of Pages:13

Date Created:November 10, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Priscilla, Priscilla R Owen, texas, vanguard, Gross, 2009, EPA, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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aepo,t Required the Ethics Government Act 1978

FOR CALENDAR YEAR 2009 t~.s.c, c,pp. ,~ Io1-11I) Person Reporting (Ins name, first, ddle initial) Court Organization Date Report Owen, Priscilla Fifth Circuit Court Appeals 05/! 3/2010 Title (Article III judges indicate active senior status: 	5a. Report T)~e (ei~eck appropriate type) Reporfing Period 
magistratejudge~ indicate full- part-time) Nomination, Date 0t/01/2009 U~S. Circuit Judge- Active Initial Final Annual 2/31/2009 5b. Amended Repor~ Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance 

~ith applicable laws and regulations. 
903 San Jacinto Blvd,, ILm 434 
Austin, Texas 78701 

Homer Thornberry Judicial Bldg 
Reviewing Officer 	Date 
IMP TAN TES: The instructions accompanying this form must foI!owed. Complete all parts, checking the NONE box fi~r each part where you have reportable information. Sign lastpage. POSITIONS. (~po,ti~, i,ai~ga,~ o~.: ,.~, pp. ~-~ filing instructions.) NONE reportable positions.) 
POSITION 	NAME QRG~IZATION/ENTITY 
Director 	Texas Hearing and Service Dogs 
Adviso~ Board Member 	Federalist S~ieW, Amstin Chapter 
Advizo~ Bo~d Member 	Federalist SocieW, Houston Chapter 

 ~~ AGREEMENTS. ~,~o~n~g 
NONE reportable a~eements.) DAT~ PARTIES TE~MS 2009 	State ofqexas Employee Retirement System, Judicial Retirement Plan System I1; age 65, 50% sta~e salary paid TXSupreme Co~ justice 40% 

Owen, Priscilla 

Name Person Reporting Date Report

Pag~ o~,q3/2o~o Ow~n, Priscilla  
II1. NON-INVEST1MENT INCOME. (Repo,i,,, i.d~.id.o~ .,aspo.se; ~ee ,~. I7-24 filing instructiotrs.) Filers Non-Investment Income NONE (No reportable non-investment income,) 2009  DATE  SOURCE AND TYPE United States Department Agricultx~re Direct and Counter CyclicalProgram  INCOME (yours, not spouses) $329,00 Spouses Non-Investment Income -if you were married durlng any portion the reportlng year, complete this sectiot~ (Dollar amount not required except for honoraria.) NONE reportable non-investment income.) DATE SOURCE AND TYPE  
IV. REIMBURSEMENTS .... (lnclu~tes those spouse and de$,endet~t children; NONE (No reportable reimbursements.)  
SOURCE National Day Prayer Task Force  DATES May 6-7, 2009  LOCATION Washington, D.C.  PURPOSE. Observance National Day Prayer  ITEMS PAID PROVIDED Transportation, meal, hotel  NONE (No reportable girls.)  DESCRIPTION  VALUE  
VI. LIABILITIES. rt,,a,,a,s those o~" ...... dependent children; .see pp. 32-33 filing instructions.)  
NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE  

Name Perso. Reporting 	Date Report
FENANCIAL DISCLOSURE REPORT 

VII. INVESTMENTS and TRUSTS -~, ....... t~e, trat~actlons (Incl,,des those ...... dependent children; see pp. 34-60 o/filing i,utructions.) 

NONE qVo reportable income, assets, transactions.)  
De~ription Assets (including ~st as~ts) Income dufng reposing ~fi~  Gross value end ofrepoaing period  Transactions during ~po~ing period  Place"tX)"~ .....  h~set  Amount[ T~e(eg.. (A-~ orint.) Va~e (3-P) Value Code  T~e(e.g., redemption)  Date ]Value Gain[ (J-P)  ld~ti~of  Federated Pfme Obligation  Dividend  Redeemed (paa)  1i16/09  Redeemed (part)  2/18/09  Redeemed  3/17/09  
[4.  Redeemed (pa~)  4/16/09  
15.  "  Redeemed (P~)  5/19,.09  Redeemed (paa)  6/05!09  
17.  Redeemed  6115i09  Redeemed (pan)  7~17/09  Redeemed  8i20/09  
10.  Redeemed (pa~)  9117/09  Redeemed (pan)  10/t6/09  
12.  Redeemed  11/16/09  
13.  Redeemed (part)  12/I 5/09  
14.  Buy (addl)  1/06/09  
15.  Buy (addl)  2/0~/09  
16.  Buy (addl)  3/04/09  
17.  Buy (addl)  3/30/09  

(See Columns and D3) =$250,001 $5~,0~ =$500,001 $1,000,0~ ~$1 ,~0,00l $5,000,000 =$5,~,~1 $25,000.000 =$25,0~.~1 $50,~,000 =More than $50~,0~3. Valu~ Meth~ Cod~ ~Appraisal =Co~ (Real Estale Only) =Assessment =C~h Manet (See Colunm =B~k Value -Other ,:,Estima~ Name Person Reporting 

Date Report
VII. INVESTMENTS and TRUSTS -income, value, transactions (Incltides those ..... and dependent children; see pp, 34-60 filing instructions,) NONE (No reportable income, assets, transactions.) 
Description Assets l~,eome during Gross value end Transactions during reporting period 
(including mast assets) reporting period reporting period 

Place "(X)" aft .... asset Amount Type (e.g.. Value Value Type {e.g.. Date ]Value Gain Identity 
(A-H)i orint.) (I-P) redemption) (J-P) (A-If) (itprivate {Q-W)Cede 	transaction) 
18. 

Buy 4/03!09 (addl) 

19. 	
Buy 5/05/09 
(addl) 

20. 

Buy 6/04/09 
(addl) 
Buy 6/25/09 
(addl) 
22, 

Buy 7/02/09 (addl) 
23. 	
Buy 8/04/09 
(addl) 

24. 

Bt~y 9/02/09 (addl) 

25. 	
Buy 9/29/09 
(addl) 

26. 

Buy 10/2/09 (addI) 
27. 

Buy 11/03/09 (addl) 
28. 

Buy 12/0Z/09 (addI) 
29. 

Buy 12/16/09 (addl) 
30. 

Buy 12/29i09 (addl) 
31. Rowe Price Mid-Cap Growth Fund 

NoneJ 
32. 
Vanguard Index 500 Fund Dixddend 
33. 
1/8 interest surface Matagorda Rent 
CounU, Texas 
1/12 mineral nteresl Matagorda None 
County, Texas 

(See gcdumns 131 a~d 04) *$50.001 $100,000 =$100,001 $1.000,000 =$I ,00O,001 $5,000,000 =Mo~ than $5.000,000 
Name olPerson Reporting

VII. INVESTMENTS TRUSTS -income, value, ..... ctiona" (Includes those o/sp ...... dependent children; see pp. 34-60 off!ling instroctions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value et~d (iucludiug wast assets) ~~port period reporting period (A-H) int.) (J-P) r~dem~tion) 
35. 	
1/4 su~c~ in~e~sl Ma~agorda Rent 
Count, Tex~ 

36. 	
mineralinlerest, Matagorda None 

37, land Matagorda Count, Tex~ Rent 	net royaltv.0~0779 (Apache), Ma~gor~ 
NoneJ 
Counb, Texas 

39~ 	net royalty .0016627 (Unit) Matagorda None 
County, Texas 
40. 	
7/24 mineral ira. ~Holliman)}~, None 
Malagorda Cry, .............................. 

41. 	
~oyalty mine~l interests Matagorda, 

N~ne Br~ofia, Ctg.,TX 

42. 	
*ash, Community Bank Tms~ Interest 
43. 	
easg, Ch~echecking laleres~ 

~44. 
cash, Chase money marke~ Interest 

~45. Federated P~me Obligation (IRA) Dividend 
46. 

Redeemed 47. 
Redeemed (part) 148" Redeemed 
49. 

Redeemed (pa~) 
50. 	
Redeemed 4/16/09 

Redeemed (part) lncomc Gain Codes: --$1.000 less =$1,001 $2.50) .c3 =$2,561 55.000 
(See Column C2) ~Book Value ~Olher =Estimated 
Transa~:rions during reporting period (J-P) (A-H) (ifp~vnte 
I/16/09 
2/06/09 
2/18/09 3/17/09 
5/19/09 .:55,001 $15,000 :$i 5,001 $50,000 
Name Persoa Reporting 	Da,e Report 

VII. I]NVESTMENTS and TRU -ineo.,e, ~t.e, ,r..~eao.s (Includes those spo ..... dependent children; see pp. 34-60 filing i~uc6o~) 
NONE (No reportable income, assets, transactions.) 

 	D~ription A~ets  Incame during Gross value Tr~saetions during reporting p~od (iucludlng ~st as~ts) reposing ~riod reining ~riod 
Place "(X)" .....h ~set .....t l.e (e.g. Value Vah~ T~e (e,g., Date Vak, Gain ld~ti~ exempt flora pfior~losure C~e .......t, C~e2 Me~od buy, sell, Immd~ C~e2 C~e buyer/seller (A-H) 
orint.) (J-P) C~e3 redemption) (J-P) (A-H) (ifpfivate 	 
52. 

Redeemed 5/28/09 (paa) 
53. 

Redeemed 6/05/09 
54. 

Redeemed 6/15/09 (paa) 
55. 

Redeemed 6~15/09 
56. 

Rodeem~ 7/17/09 (pa~) 
57. 	
Refleemed 8/20/09 
(pa~) 

58, 

Redeemed 9/17/09 
(P~ 

59. 	Redeemed 10/2/09
(p~) 

60, R~deemed 10/16/09 
(pag) 
61~ 

Redeemed 10/22/09 
(pan) 
62. 

Redeemed 10/28/09 
(pan) 

63. 	
Redeemed 1]09/09 
(pag) 

64. 

Redeemed 16/09(pa~) 
65, 

Redeemed 12/09/09 	(p~) 
66, 

Redeemed 12/15/09 	(pan) 
167 Buy 1/02/09 (addl) 
68. 
Buy 1/06/09(addl) Value Codes =515,000 less =$5(I,001 I00.000 -515.001 $50.000 !00,001 5250.000 
(See Columns a~d D3) 45250,001 $500.000 =5500,001 $1,000,00~ =$1,000,001 $5,0~0.000 =$5,000,001 $25.0~}0,000 Value Melhod Codes =Appraisal ~o~ (Real Estate Only) =Assessment =C~h Market 
Name Persoll Reporting

VII. INVESTMENTS and TRUSTS -~o~,, v.t.~, ....... ao.s (Includes those ...... dependent children; see PI. 34-60 filing instructions.) 

NONE (Aro reportable income, assets, transactions.) 

Description Assets income during Gross value end Transactions during reporting period 
(including trust assets) reportiug period reporting period 

Place "(X)" after each a.;set Amount Type (e.g.. Value Value Type (e.g., [)ate Value Gain Identity .... ptfrompriordJsclosure tCodelI div ......t, Code2 Meth,..~t buy, sell .... dd/yy Code2 lCodel buyer/seller (A-H) 
orint.) (J-P) Cod3 redemption) (J-P) (A-It) (ifprivate (Q-W) transaction) 
69. 
Buy l/22/09 (addl) 
70. 
Buy 1/23/09 (addl) 
71. 
Buy 2/02/09 
(addl) 
72. 
Buy 2/04/09 (addl) 
73. 
Buy 3/04/09 (addl) 
74. 
Buy 3!09/09 (addl) 
75. 

Buy 3/13/09 (addi) 
76. 

Buy 3/16/09 
(addl) 
77. 
Buy 3/26/09 (addl) 
78. 
Buy 3/30/09 (addl) 
79. 
Buy 4/03/09 
(addt) 
80. 
Buy 4/13,09 (addl) 
Buy 5/05]09 (addl) 
182. 
Buy 5!06/09 (addl) 
183. 
Buy 5/28/09 (addl) 
Buy 6i04t09 (addq) 
85. 
Buy 6125/09 (addl) Income Gain Codes: ~$1,000 less -~1,001 $2,500 =$2,5{)1 $5.000 =$5,001 -$15,000 =$15,001 $50,000 ~ Value Codes =$15.000 less =$15.001 $50,000 =$50,001 $100.000 lib),00]  $250.000 
(See Coluams iw, D3) =$250.00t $500,001) =$500,001 1,000,000 tI =$1 ,LK~0,001 $5,000,000 ~$5.000.00I $25,000,000 Value Me~h0d Codes =Appraisal -~Cost {Real Eztate ~ly) =Assessment =Cash Market 
(See Coh~mn C2) =Book Value =O~ber ~Estimated Owen, Priscilla 

NONE (No reportable income, assets, transactions.)

~ripfion Assets income during G~oss valu~ end Transactions during rpo~ing
(in~luding ~st assets) reposing ~riod reposing period 

Place "~" after ~ach ....t Am?u~t Type (e.g., Value Value T~e (e.g.,] Date Value G~n ldentiW exempt from prior discio~re div., rent, C~e Method buy, ~11, tm~d~ Code Code buyer/seller
Code. (A-H) int.) O-P) Code redemption) (J-P) (A-~ (if private 

86, Buy 7/02!09 (addl) 
87. 
Buy 7/30109 
(addI) 
88. 

Buy 8/04i09 (addl) 
89. 

Buy 9102]09 
(addl) 
90. 
Buy 9/24/09 (addl) 
91. 
Buy 9/29/09 (addl) 
92. 
Buy 10/2109 
(addl) 
9~, 
Buy l!03i09 (addl) 
94. 
Buy 12/01/09 (addl) 
95. 
Buy 12/01/09 (addl) 
96. 
Buy 12/02/09 
(addl) 
97. 
Buy 12i 16/09 
(addl) 
98. 
Buy 12/22/09 (addl) 
99. 
Buy 12/28/09 (addl) 
100. 
Buy 12!29,;09 (addl) 
I01. 
Buy 12/31i09 (addl) 
102. LKCM Small Cap Equity Fund (IRA) 

None 	Sold 10/2/09 (pan) Income Gain Codes: =$1,000 less =$1,001 52,500 C=$2,501 $5,000 =$5,001 $15,000 =$15.00I $50,N10(See Colurans and D4) =$50,001 100.000 100,00 1,000,000 I-I 1.000,00 $5,000,000 More th~.n $5,000,000 Value Codes ~$15,000 t~r less =$15,001 $50,000 =$50,001 00.000 100,001 $250,000 
(See Coluralts and D3) =$250,001 $500,000 =$500,001 $1,000,000 =$1,000,001 $5,000,001) ~$5,000,001 $25,000,000 =$25,000,001 $50,000,000 =More than $50,000.000 Vahle Method Codes =Appraisal --Ccx~t (R~al Estate Ol~ty) =Axsexsm~n{ =Cash Market 
(See Column C2) =Book Value =Other ~Estimated 

Name Person Reporting 

VII. INVESTMENTS and TRUSTS -i.,.o.,~, ~.t.e, ..... ,io.s (Includes those ....... dependent children; .see pp. 34-60 filing igstructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactmns dunng reporting period (it~eluding ~rust assets) reporting period reporting period 

.... pa: from prior disclosure 	Codel ..... Code2 /vlethod buy,~tl, Imr~~,V;y/Coae2(A-tI) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
t03. 	Sold 12/28109 
(part) 

104. Rowe Price Blue Chip Growth Fund 

None 	Buy 12128109 
105. Rowe Price Mid-Cap ~rowth F~md (IRA) 

None 	Sold 12128/09 (part) 
106. Rowe Price Equity Income Fund 	None Buy 12/28/09 107. Vangumrd Index 500 Fund (IRA) Dividend Sold 10/02!09 
~pa~) 

Fidelity U.S. Bond Index Fund (401K) None

108. 	Closed 1/24109 
Vanguard Total Stock Market Fund (IRA) Dividend
109. 

110. 
Vanguard Developed Mkts Index Fund Dividend Buy 12/28,;09 Dodge Cox lnternatianal (IRA) Dividend 	S~td 10102/09 
112. 
Federal Home MTG Corp MTN NOTE Interest 
5.0% 1/30/14 (IRA) 

113.
 Federal Farm BKS Global DEB 2.84% Interest 	Sold 3!9/09 

114. 
Federal Farm BKS Global DEB 2.375% Interest 	Sold 4/10/09
IW30/! {IRA) 
115, FED Home Bank 3.9~% 3/131!2 (IRA) lnteresl 	Sold 3/13/09 
116. Federal Home MrG Cor~ MTNF 4.35% Interest 	Sold 
1/22/09 K1/22113 (IRA) 

117. Federal Farm BKS Global DEB 3.050% lnteresl 	Buy 2/06/09
2/06~13 

118. 	Sold 5/06/09 19. Federal Natl MTG Assn FRNT 2.0% Interest 	Buy 5/28/09 K5/28/14 lnco~ne Gain Codes: =$1,000 tes.~ ~.$ I,O0~ $2.500 =$2,501 $5.000 =$5,01)1 $!5,000 =$15,001 $50.000(Set Columnn and D.I) =$50,001 tl0.000 =$100.001 1.000.000 111 1.000,001 $5,000.000 }12 =More than 5.000,f100 Value C,xles =$15,000 less =$15,001 $50.000 =$50,001 $100.000 I00,001 $250,0(~O(See Columns and D3) =$250,001 5500 000 =$500 001 000 000 =$1 000 001 :~5 000 000 =$25,000,001 $50,000.000 =More than $50.~00,000 Value Method Codes =Appraisal =Cost {Real Estate Only) =Assessment ~Cash Mazket (See Coltunn C2) =Book Value =Cnher =Estimated 
VII. INVESTMENTS and TRU STS .... value, transactions (Inctus thosi~ ..... dependent ehltdren; see pp. 34-60 fittng instructions.) 
NONE (No reportable income, assets, transactions.) 
DescripI:ion Assets Income during Gross value end 
(including trust assets) reporting period ft.-porting period 

Place "IX)" atter each asset Amoum Type (e.g. Value Value Type Gain Identity exempt fromprior disclosure Code ........t, Code2 Method buy, sell, mn~dd/yy Code2 Code buycr/set,er (A-iI) orint.) IJ-P) redempIior) (J-P) (A-tl) (ifprivate Code3 

 !20. 
Sold 11130/09 
121. FHLMC StrNt 10-28-16 	None Buy I0128/09 
t22. FNMA3.00% 12/15z~6 Interest Buy 6/15/09 

123. FNMA StrNt i2/9/16 

None Buy 12/09/09 
t24. FNMA StrNt t0/22/24 

None Buy 10i22/09 
12~, Vanguard Short Term U.S. Treasury 

None Buy 10/02/09 KPortfolio 
126. Vanguard Fixed Income Sees Fond Incinc 

None Buy 10/02/09 
Short Term Govt Bond 

127. 

Buy I09/09 (addl) 
128. Vanguard Strategic Equity (IR~) 	None Sold 1012/09 (part) 
129. 
Sold 12/28/09 
130. National Covenant Properties-- Interest Income Gain Codes: ~$1,000 less =$1.001 $2,500 =$2,501 $5,000 ~5,001 $15,000ISce Columna and D4) =$50,001 $100,000 =$l 00,00I $1,000 000 =$1 000 0~1 000 009 ]9 =More than 000 000 Value Codes =$15.0~) t~r less 5.001 $50.000 =$50,091 100 000 =$100 001 $250 (See C0[urans und D3) =$250.001 $500,000 =$500.001 $1,00O,0~O =$1 ,(X~,00} $5,000.000 =$5,00/2,.001 $25,000,0~0P3=$25,000,f~)l $50,000,000 =More than $50,000,0003. Value Mefllod Codes =Appraisal --