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Judicial Watch • Terence C Kern Financial Disclosure Report for 2010

Terence C Kern Financial Disclosure Report for 2010

Terence C Kern Financial Disclosure Report for 2010

Page 1: Terence C Kern Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:18

Date Created:October 17, 2011

Date Uploaded to the Library:November 13, 2013

Tags:Terence C Kern, TERENCE, Royalty, 2010, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Report Required the Ethics Government Act 1978 
Rev. l/20Il 
FOR CALENDAR YEAR 2010 U.S.C. app. JOI-I Person l{eporting (last name, first, middle initial) KERN, TERENCE Court Organization USDC/NDOK Date Report 5/10/2011 Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge (Senior)  Sa. Report Type (check appropriate type) Nomination, Date Initial [{] Annual Sb. Amended Report Final Reporting Period 01/01/2010 12/31/2010 Chambers Office Address United States Courthouse 333 West 4th Street, 411 Tulsa 74103 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT TES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS, (Reporting individual only; see pp. 9-13 filing instructions.) [{] NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 

Terence 

Name Person Reporting 
Dale Report 
KERN, TERENCE 
5110/2011 
Ill. N-INVES TMENT ME. (Reporting individual and spouse; see pp. 17-14 filing instruns.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(1) 
(2) (2) (3) (4) 
(5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

35. --Dow Chemical  Dividend  
36. --Helmerich Payne  Dividend  
37. --Energy Transfer Partners  Distribution  
38. --Coca Cola  Dividend  
39. --United Technologies  Dividend  
40. --!shares MSC! Emerging Markets Index Fund  Dividend  
41. --McKesson Corp  Dividend  
42. --!shares Trust SP Global Infrastructure Index  Dividend  
43. --!shares Dow Jones Medical Equipment Index  Dividend  Buy  02/02/10  
44. --Cushing MLP Total Return Fund  Dividend  Buy  09/16/10  
45. --Nuveen Diversified Commodity Fund  Buy  10/27/10  
46. --Powershares Multi Sector Commodity  Buy  10/27/10  
47. --Technology Sector SPDR Trust SHS  Buy  10/27/10  
48. --UBS Bank USA Deposit Acct  Interest  (Active Asset Money Fund)  
49. BROKERAGE ACCOUNT#8  Heading for lines 50-54  
50. --BPZ RES Inc Com  Dividend  
51. --Federated Capital Reserves  lnt./Div. Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=$15,001-$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(Sec Columns and DJ) =$250,001 -$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 than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing ins/rUL'lions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) repo11ing period reporting period 
(I) (2) (I) 	(2) (1) (2) (3) (4) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller
Code 
(A-H) int.) (J-P) 	Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
52. --U.S. Energy Corp WYO  Dividend  Buy  02/10/10  
53.  Buy (add'l)  02/10/10  
54. --Magellan Midstream Partners Com Unit  Dividend  Buy  05/21/10  
55. Bank Oklahoma accounts  Interest  
56. FM Bank account  Interest Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000  D=$5,001-$15,000  E=$15,00l -$50,000  
(Sec Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and DJ) =$250,001 -$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