Warren K Urbom Financial Disclosure Report for 2008
Category:Financial Disclosure
Number of Pages:6
Date Created:October 21, 2009
Date Uploaded to the Library:November 13, 2013
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Urbom_Warren_K III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income [2J NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) [2J NONE (No reportable non-investment income.) SOURCE AND TYPE IV. REIMBURSEMENTS -transportation, lodging,food, entertainment (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) [2J NONE (No reportable reimbursements.) PAID JFTS (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) [Z] NONE (No reportable gifts.) DESCRIPTION VALUE VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) [Z] NONE (No reportable liabilities.) Name Person Reporting Date Report Urbom, Warren 4/28/2009 VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and t1ependent children; see PP 34-60 filing instructions.> NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Union Bank Trust Co. Checking Account Interest Income during Gross value end Transactions during reporting period reporting period reporting period (1) (2) (!) (2) {I} (2) (3) {4) (5) Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity Code div., rent, Code Method buy, sell, Month- Code Code buyer/seller (A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private (Q-W) transaction) Growth Fund America, Inc. (Mutual Dividend nd) New Perspective FD, Inc. (Mutual Fund) Dividend CAP Fd, Inc. (Mutual Fund) Dividend Investment Co. America (Mutual Fund) Dividend Federal Employees Group Life Ins. (in trust) None Jefferson Pilot Adj. Life Ins. Policy (in trust) Dividend Wells Fargo Investments, LLC, Franklin Inc Dividend ome Mutual Union Bank Trust Co. Savings Account Interest IO. 11. 12. 13. 14. 15. 16. 17. Income Gain Codes: =$1,000 less =Sl,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 E=Sl5,001-$50,000 (See Columns and 04) =$50,001 100,000 =$100,001 -Sl,000,000 =$1,000,001-$5,000,000 =More than $5, 000,000 Value Codes =$15,000 orless =SIS,001 $50,000 =$50,001 Sl00,000 =$100,001 $250,000 (See Columns and DJ) =$250,001 $500,000 =$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 Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (See Column Cl) =Book Value V=Other =Estimated VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto[Report.) The Federal Group Life Insurance (in trust) listed VII Investments and Trusts Line unfunded trust. The Jefferson Pilot Adjustable Life Insurance Policy (in trust) listed VII Investments and Trusts Line unfunded trust. 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 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