Академический Документы
Профессиональный Документы
Культура Документы
1/2011
Report Required by the Ethics in Government Act of 1978 (5 O:S.C. app..~" I01-111)
Nomination, [] Initial
to
12/3112010
5b. [] Amended Report
7. Chambers or Office Address 1717 Pacific Avenue Room 4427 Tacoma WA 98402
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 regulations.
Reviewing Officer
Date
IMPORTANT NOTES: The instructions accompanying this form must be followed, Complete all parts, checking the NONE box for each part where yon have no reportable information, Sign on last page.
NAME OF ORGANIZATION/ENTITY Bryan Properties LLP (investments) Heartsong Holdings LLC (investments)
Managing Owner
II. AGREEMENTS. ~Re~,or,ing i, dividaa~ only; s,, ~,,. ~-~6 o/~ung i,~tr~,io,~.)
~ NONE (No reportable agreements.} DATE
1.8t67 2. 3.
Bryan, Robert J.
~
1. 2009 2. 3. 4.
NONE
B. Spouses Non-Investment Income - zf j,ou were married during any portion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
~-~
NONE (No reportable reimbursements.) SOURCE DATES _LOCATION PURPOSE ITEMS PAID OR PROVIDED
~]
SOURCE
1. 2. 3.
4.
DESCRIPTION
VALUE
5.
DESCRIPTION
VALUECODE L
Company 2.
3.
4, 5.
NorthWestern Mutual Ins.Co. & NY Life Insurance Co 112 Lots Bremerton WA Bank of America Accounts
L K t
i4.
5.
1/2 USAA Tax Exempt lntemaediate Term Fund 112 lnteres~ Kitsap Co. WA I/2 Bryan Properties LLP Investments (see remarks) - Wells Fargo
6.
Interest Interest
J L
T T Redeemed (part) Redeemed 01/11/10 1/24110 : 11/19/10 1/19/!0 11/19/10 11119/10 12109/10 I 1i19110 01/01i10 ! J J A Jim Bryan K K J J J J A A Jim Bryan Jim Bryan Jim Bryan Jim Bryan
8.
- Edward Jones Inc., Money Market Fund: Pt, Orchard WA - Edward Jones [ne. Money Market Fund Pt. Orchard
10.
- Inv. Co. of America (mutual fund) - Chelan Co. Wash. Pub. UtiLDist. (bond) - Ryland Mtg. Corp. 86 CL F
A A A A A A A B
ll.
13.
- Federal Home Ln Set 89 CL D - Vanguard Total Stock Market Index Fund - Port Seattle Series B,5 Bond
16. 17.
!
D ~5~5~00t- $I5.000 112 ~Mrc than $5,000.c~:)0 M =$ ) 00.001 - $250,0~0 P2 "=$5.000~001 - $25.&30.gO0 T =Cash Markc~
1 lncomcGainCodcs: (See Columns Bi and D4) 2. Value Codes tSce Columns CI and DJ) 3, V~luc Method Codes tSce Colulnn C2)
A =$f,000or tess F =:~50,001. $100.000 J =$15.0O0 or less N =$250.001 - $500.000 P3 =$25,000,001 - $50.000,000 Q =Appraisal U MJook Value
B =$1.(~,1- $2~500 O =$ ! f,h~,001 - $1,000,000 K =$15.001 - $50,000 O =$500.~fll - $1,000,000 R =Cost (Real Estate On[?) V =Olhcr
C ~-$2,501 . $5,000 ltl =$ 1,000,001 - $5,000,000 L =$50.001 - $ 100.000 PI =$t.000.O01 - $5,000,000 P4 =More 1h~n $50,000,0a0 S =Assessment W =Estimated
E =$15,001 - S50.000
VII. INVESTMENTS and TRUSTS - i ......... i.e, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.;
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) (2) Amount Type (e.g., Code 1 div., rent, (A-H) or int.) C. Gross value at end of reporting period (1) (2) Value Value Code 2 Method Code 3 (J-P) (Q-W) D. Transactions during reporting period (1) Type (e.g., buy, sell, redemption) (2) (3) {4) Date Value Gain mm/dd!yy Code 2 Code I (J-P) (A-H) (5) Identity of buyeriseller (it" private transaction) See remarks
- Bank of Sierra CD (end of Bryan Prop) Heartsong Holdings LLC - Bldg.: Marysville WA - Bldg.: Olyml~ia WA - Bldg: Bremerton WA (AC W) - Bank of Am. Accounts (end of H. Holdings) E E E A Rent Rent Rent Interest N N N L
W W W T
Redeemed
01/01/10
I. Income Gain Codes: (See Columns BI and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column 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 Value
B =$1,001 - $2,500 {3 :$100,001 - $l,000.00O K =$15,001 - $50.000 O =$500,001 - $1,000,000 R --Cost (Real Estate Only) V =Other
C =$2.501 111 =$l,000,00l - $3,000.000 L 450,001 - $100,000 PI =$1.000,001 - $5.000.000 P4 :More than $50.000,000 S =Assessment W -Estimated
D ~$5,001-$15.000 112 =More than 55,000,000 M=$100.O0~- $250,000 P2 =$5,000,001- $25,~)0.000 T =Cash Markct
IX. CERTIFICATION.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. 1 further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 IJ.S.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544
Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. 101-111)
Bryan, Robert J.
4. Title (Article III judges indicate active or senior status; magistrate judges indicate full- or part-time) Senior Article III Judge
5b. [] AmendedReport 7. Chambers or Office Address 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 regulations. Reviewing Officer Date
IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page.
POSITION
1. Partner (50%) 2. 3. 4. 5. Managing Owner
NAME OF ORGANIZATION/ENTITY
Bryan Properties LLP (investments) Heartsong Holdings LLC (investments)
II. AGREEMENTS. (~evoning inatvidu.t onty; see pv. 14-16 of filing instructions.)
NONE (No reportable agreements.)
DATE
1.8/67 2. 3.
Brvan, Robert J. A
lII. NON-INVESTMENT INCOME. ~Reporting individual and spouse; see pp. 17-24 of filing instructions.)
A. Filers Non-Investment Income ~] NONE (No reportable non-investment income.) DATE
1. 2009 2. 3. 4.
B. Spouses Non-Investment Income - if you were married during any portion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
2. 3. 4.
DATES
LOCATION
PURPOSE
V. GIFTS. ancludes those ,o spouse u.d dependent children; see pp. 28-31 of filing instructions.)
NONE (No reportable gifts.)
SOURCE
1. 2. 3. 4. 5.
DESCRIPTION
VALUE
VI. LIABILITIES. ancludes those o/spouse und dependent children; see pp. 32-33 offiling instructions.)
~
1.
CREDITOR
Northwestern Mutual Life Insurance Company Policy Loan
DESCRIPTION
VALUECODE L
3. 4. 5.
VII. INVESTMENTS and TRUSTS - income, vai.e, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (2) (I) Amount Type (e.g., Code I div., rent, (A-H) or int.) C. Gross value at end of reporting period (1) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) (1) Type (e.g., buy, sell, redemption) D. Transactions during reporting period (2) (3) (4) Date Value Gain mm/dd/yy Code 2 Code 1 (J-P) (A-H) (5) tdenti~ of buyer/seller (if private transaction)
1. 2. 3.
NorthWestern Mutual Ins.Co. & NY Life Insurance Co 1/2 Lots Bremerton WA Bank of America Accounts 1/2 USAA Tax Exempt Intermediate Term Fund A B
M K L K J
T T T T W
5. 6. 7.
1/2 Interest in~ Kitsap Co. WA 1/2 Bryan Properties LLP Investments (see remarks) - Wells Fargo - Edward Jones Inc., Money Market Fund: Pt. Orchard WA A
Interest Interest
J L
K K J J J J
- Edward Jones Inc. Money Market Fund Pt. Orchard - Inv. Co. of America (mutual fund) - Chelan Co. Wash. Pub. Util.Dist. (bond) - Ryland Mtg. Corp. 86 CL F - Federal Home Ln Ser 89 CL D A A A Dividend Interest Interest Interest Dividend Interest Interest Rent M W
- Vanguard Total Stock Market Index Fund A - Port Seattle Series B.5 Bond - Atl Southern Bank CD A A
Redeemed 12/09/10
Sold
11/19/10
J J
Redeemed 01/01/10
1. Income Gain Codes: (See Columns BI and D4) 2. Value Codes (Scc Columns C t and D3) 3. Value Method Codes (See Column 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 - $50,000,000 Q =Appraisal U =Book Value
B =$L001 - $2,500 G =$100,001 - $ t,000,000 K =$15,001 - $50,000 O =$500,001 - $ l;000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 -$1,000,001 - $5,000,000 L =$50,001 - $ 100,000 P 1 =$ 1,000,001 - $5,000,000 P4 -More than $50,000,000 S =Asscssmem W =Estimated
VII. INVESTMENTS and TRU STS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
B. Income during reporting period (1) Amount Code 1 (A-H) (2) Type (e.g.. div., rent, or int.)
C. Gross value at end of reporting period (1) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) .
D. Transactions during reporting period (2) O} (4) (1) Type (e.g., Date Value Gain buy~ sell, :mm/dd/yy Code2 t Code 1 redemption) (A-H) : O-P): (5) Identity of buyer/selter (if private transaction)
- Bank of Sierra CD (end of Bryan Prop) Heartsong Holdings LLC - Bldg.: Marysville WA - Bldg.: Olympia WA - Bldg: Bremerton WA (AC W) - Bank of Am. Accounts (end of H. Holdings) E E E A Rent Rent Rent Interest N N N L W W W T
Redeemed
01/01/10
See remarks
1. Income Gain Code~i (See Columns B I and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$I,000 or less F =$501001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,600,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001- $2,500 G=$100,001 - $1,000,000 K =$15,001- $50,000 O=$500,001- $t,000,000 R =Cost (Real Estate Only) V =Other
C =$2~501 - $5~000 HI =$1 000 001~ $5 000 000 L~-$50;00 -$ 00;000 Pl =$1,000~00i ~ $5,000,000 P4 aM0re than $50,00~i000 S =ASSessment W =Estimated
D =$5,001 - $I 5,000 H2 gM0re than $~,0001000 M =$100,001 - $250,000 P2 =$5,000,001 7 $25~000 000 T =Cash Market
E =$15,001- $50,000
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO C1VIL AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.Eo Washington, D.C. 20544