financial disclosure report in govenment act …...rmk adv income fund a dividend sell 12128 j a...

12
POSITION NAME OF ORGANZATION PARTIES TERMS C = m c 0 Report Required by the Ethics AOlO FINANCIAL DISCLOSURE REPORT in Goverment Act of1978 Rev. 112008 FOR CALENDAR YEAR 2007 (5 US.C. app. §§ 101-111) I. Person Reporting (last name, frst, middle initial) BOWEN, DUDLEY H 2. Court or Organization SOUTIIRN DISTRICT OF GEORGIA 3. Daw of Report 07/11/2008 4. Title (Article lII judges indicate actve or senior status; magistrate judges indicate full- or part-time) US DISTRICT COURT JUDGE Sa. Report Typ (check appropriate type) D Nomnation, Date D Inital [ Annual D Sb. D Amended Report Final 6. Reporting Period 01/01/2007 t 12/31/2007 7. Chambers nr Office Address UNITED STATES COURTHOUSE P 0 BOX 2106 AUGUSTA, GEORGIA 30903 8. On the basis of the information contained in this Report and any modifications prtaining thereto, it is, in my opinion, in compliance with applicble laws and regulations. Reviewing Oficer Daw IMPORTANT NOTES: The instructions accompanying this form mut be followed. Complete all parts, checking the NONE box for each part where you have no reporable infomiation. Sign on lat page. I. POSITIONS. (Reporting individual only; see pp. 9-13 of filing instnLtions.) D NON (No reportable positions.) FEDERAL JUDGES ASSOCIATION, I. DIRECTOR 2. 3. 4. 5. II. AGREEMENTS. (Reporting individual only; see pp. J4.J 6 of fiing instructions.) NONE (No reportable agreements.) [ AND ( o-·· ;. (“;:· C:;.: :: -·- fO o:; -l , ( f = ; = 0 . N m - < ) r 4 u 1. 2. 3.

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Page 1: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

POSITION NAME OF ORGANIZATION/ENTITY

PARTIES TERMS

CJ =

m c=

0

Report Required by the Ethics AOlO FINANCIAL DISCLOSURE REPORT

in Government Act of 1978 Rev. 112008 FOR CALENDAR YEAR 2007 (5 US.C. app. §§ 101-111)

I. Person Reporting (last name, first, middle initial)

BOWEN, DUDLEY H

2. Court or Organization

SOUTIIERN DISTRICT OF GEORGIA

3. Daw of Report

07/11/2008

4. Title (Article lII judges indicate active or senior status; magistrate judges indicate full- or part-time)

US DISTRICT COURT JUDGE

Sa. Report Type (check appropriate type)

D Nomination, Date

D Initial [Z] Annual D Sb. D Amended Report

Final

6. Reporting Period

01/01/2007 to

12/31/2007

7. Chambers nr Office Address

UNITED STATES COURTHOUSE P 0 BOX 2106 AUGUSTA, GEORGIA 30903

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 Daw

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 infomiation. Sign on last page.

I. POSITIONS. (Reporting individual only; see pp. 9-13 of filing instnLCtions.)

D NONE (No reportable positions.)

FEDERAL JUDGES ASSOCIATION, ••••••••••••I. DIRECTOR

2.

3.

4.

5.

II. AGREEMENTS. (Reporting individual only; see pp. J 4.J 6 of filing instructions.)

NONE (No reportable agreements.) [Z] AND

(/)

o-··-· ;.p

(J) ;:·C:::':;.:::::0 -"·-fTlO o:r;;--ril ,., ("')fTl

= ;o=

0.-

N m -<

)> rn

4=' u

1.

2.

3.

Page 2: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

SOURCE AND TYPE

of Ji.ling

INCOME

LOCATION

1.

1.

4.

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 2 of 12 BOWEN, DUDLEY H 06/23/2008

ill. N 0 N-INVESTMENT IN COME. (Reporting individual mut spouse; see PP· 17-24 o!Jui"g instructions.!

A. Filer's Non-Investment Income

[ZJ NONE (No reportable non-investment income.)

(yours, not spouse's)

2.

3.

4.

B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, complete this section. (Dollar amowit not required except for honoraria.)

NONE (No reportable non-investment income.) [ZJ SOURCE AND TYPE

2.

3.

IV. REIMBURSEMENTS ·-transportation, /odging,food, entertainment.

(Includes those to spouse and dependent children; see pp. 25-27 instructions.)

NONE (No reportable reimbursements.) D

I.

SOURCE

FEDERAL JUDGES ASSOCIATION

05107107 Washington, DC

PURPOSE

Board of Directors Mtg.

ITEMS PAID OR PROVIDED

Airfare, Meals, Local Transp, Tips

2.

3.

4.

5.

Page 3: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

SOURCE

CREDITOR DESCRIPTION

VALUE

CODE

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 3of12 BOWEN, DUDLEY H 06/23/2008

V. G JFTS. (Includes those to spouse and dependent children; see pp. 28-31 of filing instructions.)

[ZJ NONE (No reportable gifts.)

DESCRIPTION

I.

2.

3.

4.

5.

VI. LJAB IL IT JES. (Includes those of spouse and dependent children; see pp. 32-33 of filing iTlstructions.)

[ZJ NONE (No reportable liabilities.)

VALUE

1.

2.

3.

4.

5.

Page 4: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

c.

(1) (2) (I) (2) (1) (2) (4)

I

FINANCIAL DISCLOSURE REPORT

Page 4 of 12

Name of Person Reporting

BOWEN, DUDLEY H

Date of Report

06/23/2008

VII. INVESTMENTS and TRUSTS - i11come, value, 1ra11sactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.!

D NONE (No reportable income, assets, or transactions.)

A. B.

Descriptfon Of Assets Income during Gross value at end of (including: uust assets) reporting period reporting period

Place "(X)" after each asset Amount Type (e.g., Valu.e Value Type(e.g., exe.qipt from prior:disclosure

I. CHARLES SCHWAB IRA #1

2. Best Buy

3. MBIA, Inc

4. Intuit, Inc

5. Harley Davison

6. Harley D avison

7. Merrill Lynch

8. Merrill Lynch

9. Emerson Electric

10. Zimmer Holdings

11. Zimmer Holdings

12. Coventry Hlth Care

13. F1SERV, Inc

14. Thor Industries, Inc

15. McGraw Hill Cos

16. Marathon Oil

17. AMERITRADE ACCOUNT

1. lncome Gain C.cx:les:

(See Columns B l and D4)

2.·ValueCo<le:s

(See Columns Cl and·D3)

3. Value Method Codes

(See Column CZ)

A ==.$1,000 or less

f<,•$50.00I -St00,000

J =$15,00{) or less

N =$250;001- $500;000

P3 =$25,000;00! - $50,000;000

Q Appraisai U =Book Value

Code 1 div..,.rent, Code2. (A.HJ

A

A

A

A

A

A

A

A

A

A

A

A

A

A

A

odnt.) (J.P)

Dividend K

Dividend K

Dividend K

Dividend

Dividend

Dividend

Dividend

Dividend K

Dividend

Dividend

Dividend K

Dividend K

Dividend K

Dividend K

Dividend K

B =Sl.001 - $2-,500

G -;100.001 · $1,000,Q(){J

K '"'SI :5,C\)l S50,C-OO

0 =$500,001 -. $1,000,000

lJ. =Cost (ll.eal Estate Only)

V=Other

Method buy, sell, Code3 redemption)

(Q-W)

T Buy

T Buy

T Buy

Buy

Sell

Buy

Sell

T Buy

Buy

Sell

T Buy

T Buy

T Buy

T Buy

T Buy

C =SZ.501 • $5,000

HI -St,000,001 - $5;000,000

L-$50,00! -$100,()(J(J

PI =Sl;000,001 - $5,000,000

P4 '=More than $50,000,000

S :;:Assessment

W =Estimated

D.

Transactions durin-g.reporting period

{3) Date Value Gain

Month·- Code2 Code I

Day CH') (A-HJ

03120 K

03/20 K

04/05 K

04105 K

11130 K A

04/13 K

09107 K c

04120 K

06/08 K

11/30 K A

08/08 K

08/08 K

11/30 K

11/30 K

11/30 K

D =SS,001 -.$15,000

H2 cMore thm $5,000,000

M :c:$J00,00l $250,000

P2 =S5;000;001 - $25,000,000

T =Cash Market

(5) Identity of

buyer/seller (if private

transaction}

E =St 5,00 l - $50.000

Page 5: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

I (l) (2) (I) (2) (3) (4) (5)

-

(2)

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 5 of 12 BOWEN, DUDLEY H 06/23/2008

VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

D NONE (No reportable income, assets, or transactions.)

A.

Description ofAssets

(including trust assets)

B. c. D. Income.du.ring Gross value at-end of Transactions duriqg :r pbrti g period

reporting:·period reporting period

(I) Place "(X)" .after each asset

exempt from prior. disclosure

18. W AHLCO ENVIRO SYSTEMS COM STK

19. Merrill Lynch Pfd

20. Pengrowth Energy

21. RMK Advantage Inc Fund

Amount Code 1

Type(e.g.,

di¥.,:rent, Value

Code2

Value

Method Type(e.g., buy, sell,

Date ·Month -

Value Code2

Gain

Codel Identitrof

buyer/seller (A-11) or for.) (J.P) Code 3 redemption) Day (l-P) (A-H) (if private

(Q-W) ·lransaction)

A Dividend J T

A Dividend J T Buy 09107 J

A Dividend K T Buy 08/28 K

A Dividend J T Buy 08130 J

22. AMERITRADE CASH ACCOUNT

23. CISCO SYSTEMS, INC. COM STK

24. CHARLES SCHWAB ACCOUNT

25. BUILDERS DESIGNS INC COM STK

26. AMER ON LINE COM STK

27. CIT GROUP COM STK

28. INTEL COM STK

29. ABN AMRONERDUS AGG GWTH FUND

30. EXXON MOBIL COM STK

31. DUPONT E I DE NEMOUR & CO COM· STK

32. GENERAL ELECTRIC COM STK

33. WA CHO VIA CORP NEW COM STK

34. Dreyfus Hi Yld Strategy Fund

A Interest J T

A Dividend Sell

None J T

A Dividend J T

A Dividend J T

A Dividend K T

A Dividend L T

A Dividend K T

A Dividend J T

A Dividend J T

A Dividend J T

A Dividend J T Buy

12/31 J A

08/02 J

1. Incorne·Oain Codes: A =$1,ooo· or less B =$1;001 ··$2,500 c =$2,501 -'$5;000 D =. 5,00! - $15,000 E =$15,001 - $50,000

(See Columns Bl and 04) F=$50,00!-$100,000 G·=.$100,001 - $!,000,000 HI =$1,000;001 ·- $5,000,000 H2 =Morethan $5;000;000

2. Vilhie Codi.' $ J =$15,000 or less K =$15;001- $50,000 L '450,001 $100,000 M .::.:$} 00,001 - $250,000

{See Colll!:nns Cl and 03) N =$'250,001 · $500,000 0 =$500,001 . $1,000,000 Pl =$!;000,00! · $5,000,0<Xl P2 "$5,000,001 · $25,000,CKX!

P3 =$25,000,001 - $50,000,000 P4·=Mmelhan $50;()00,000

3. Value Method Codes Q=Ap_praisal R =Cost (Real Est.ate Only) S =Assessment T =Cash Market

(See .COlumn..C2) U =Docik Value V=Other W =Estimated

Page 6: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

I I j l

(1) (2) (I)

I I

A.

35.

36.

37.

40.

Name ofPerson Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 6 of 12 BOWEN, DUDLEY H 06/23/2008

VII. INVESTMENTS and TRUSTS .. income, va1ue, transactions r1nctudes those of spouse and dependent children; see PP· 34-60 of filing instructions.!

0 NONE (No reportable income, assets, or transactions.)

B. C. D.

Description of Assets Income during Gross value at end of Transactions during reporting period (including trust assets) reporting period r eporting period

(2) (1) (2) (3) (4) (j) Place "(X)" after each asset Amount Type(e,g., Value Value Type (e.g., Date Value Gain Identity of

exempt- from prior disclosure Code I div., rent, Code-2 Method buy, sell, Month - Code2 Code.I buyer/seller . (A-H) odnt:.) (J-P) Code 3 redemption) Day (J'P) (A-H) (if private

(Q-W) transaction)

RMK Adv Income Fund A Dividend Buy 08/03 J

RMK Adv Income Fund A Dividend Sell 12128 J A

Pengrowth Energy T r B Dividend K T Buy 08/03 K

38. Credit Suisse Hi Yld A Dividend J T Buy 08106 J

39. Charles Schwab Money Market B Dividend J T

OTHER INV !TRUSTS

41. ABN AMRO VERDX MCGFX FUNDS (ALLEGHANY)

42. E I DUPONT - DRIP

43. GA BK & TR MONEY MKT ACCOUNT

44. GA BK & TR SVG ACCT.

45. TIAA-CREF MUTUAL FUND

46. CSRA FED CR UNION

47. TRUST PROMISSORY NOTE

48. REAL PROPERTY, MCCORMICK CNTY, SC

49. REAL PROPERTY, MCDOWELL CNTY, NC

50. ZUMBOWAU,INC.

51. BARCLAYS MONEY MKT ACCOUNT

A

B

A

A

A

D

B

Dividend J

Interest L

Interest J

Dividend L

Interest J

None K

Distribution J

None

None M

Interest J

T

T

T

T

T

T

w

Sell

T

T

12/03 M G

D Dividend M T

1. Income Gain Ccx:les: A =$1,000'or less B =$!,001 - $2,500 c =$2,501 - $5;000 D =$5,001 - $15,000 E =$15,001 - $50,000

(SeeCclumns Bl and D4) F =$50;0<!1 - $100,000 0.=$100;00! . $1,000,000 HI =$1,000.001-- $5,000,000 H2 =More than $5,000,000

2. Value Codes J ::c.$1.5,000 nr K "·Sl5,il!ll L c:-.$50,0nl · $100,000 M ::::..$100,(XJI $250,000

(See lumns Cl and D ) N ::c-$250,001 $500,000 () =$500,001 - $1,000,000 Pl =Sl,000,001 $5,000,0IYJ Pl =$5,000,00l -$25,000,000

P3 =$25;(}()(),001 - $50.000,000 P4 =More titan $50,000,000

3. Value Method Codes Q =Appraisal R =Cost (Reat Estate Only) S ;;:;Assessment T :=Cash Market

(See Colwnn C2) U =Book Value V =Other W=Estimated

Page 7: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

B. c.

(1) (2) (5)

I !

53.

55.

57.

(3)

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 7 of 12 BOWEN, DUDLEY H 06/23/2008

VII. INVESTMENTS and TRUSTS -- income, value, transactions (1nctudes those of spouse and dependent children; see PP· 34-60 of filing mstrucuons.J

D NONE (No reportable income, assets, or transactions.)

A. D.

Description of Assets Income during Gross value at.end of Transactions du ring-reporting·period (including trust.assets) reporting_period reporting period

(I} (2r (1) (2) (4) Place "(X)" after each asset

exemprfrom.prior disclosure

Amount Code!..

(A-H)

Type (e.g., .div..,.rent,

or int.)

Value

Code2

(J-P)

Value

Method.

Code 3

(Q-W)

Type (e:g.,

buy, sell, redemption)

Date Month -

Day

Value Code 2

(1-P)

Gain Code!

(A-H)

Identity of

buyer/seller (if private

transaction)

52. ATLANTIC AMER COM STK None J T

REGIONS BANK SA VINOS ACCOUNT A Interest J T

54. UL WA CHO VIA lRA #2

SBN AMRONERDUS AGO GWTH A Dividend Sell 03/15 J B FUND (ALLEGHANY)

56. IDII STOCK A Dividend J T

JANUS ENTERP FUND A Dividend Sell 03/15 J c

58. WACHOVIA CORP NEW FORMERLY FlRST UNION

59. SCHWAB lOOOFUND

60. Merrill Lynch Pfd

61. Vanguard Gwth Fd

62. CHARLES SCHWAB FOPRMERTL YT ROWE PRICE SCIENCE AND TECH

63. MOTOROLA

64. LUCENT

65. XEROX

66. GENERAL MOTORS

67. SCHWAB MONEY MKT ACCOUNT

68. NOV ARE CAP MGT ACCOUNT

A

A

A

A

A

A

A

A

A

Dividend J

Dividend

Dividend K

Dividend K

Dividend J

Dividend J

Dividend J

Dividend J

Interest J

T

Sell

T Buy

T Buy

T

T

T

T

T

SELL K c

09/07 K

11/30 K

I. Income Gain Codes: A =$1,000 or"l 8 =$1,001 -$2;500 c =$2;501. $5.000 D =$5,001 • $15,000 E=$15,001 -$50;000

(See Columns Bl.and D4) F =$50,001 -SI00,000 G·=$100,00! -$1;000,000 Hl·=$l,OO&,OO.J -$5;000,000 H2 =More than $5,000.000

-2, Value Crx:le-'% J,.,,$l5,0(X) er )( :.Sl5,Ch'1l $50,000 "$)0\),0(11} M 100,00I S25D.000

(See Column,'> Cl and 03) N =$250,00! - $500.000 0 =.$500,001 - $1.000,000 PJ.=$1,000.001 • $5.000,000 P2 =$5,000,001 - $25,000.000

P3 =$25,000,0()! -$50,000,000 P4 =More than $50,000,000

3. Value Method Codes Q=Appraisa! R =Cost (RealEstate Only) S =Assessment T =Cash Markel

(See Column C2) U =Book Value V =Other W =Estimated

Page 8: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

I ! I

(2)

I

75.

(!) (1)

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 8of12 BOWEN, DUDLEY H 06/23/2008

VII. INVESTMENTS and TRUSTS -- income, value, transactions (Inctudes those of spouse and dependent children; see PP· 34-60 of filing instructions.;

D NONE (No reportable income, assets, or transactions.)

A. Description of Assets

(including trust assets)

Place "(X)" after each asset

exempt.from prior disclosure

B. c. D.

Income during Gross value at end of Transactions during reporting period

reporting period reporting period

(I) (2) (2) (3) (4) (5} Amount Type(e.g., Value Value Type(e.g, Date Value Gain Identity of Code 1 div., rent, Code2 Method buy, sell, Month - Code2 Code 1 buyer/seller (A-H) or int.) (J-P) Code3 redemption) Day {H) (A-H) (if private

(Q-W) transaction)

69. KINDER MORGAN INC (KMI) A Distribution K T

70. KINDER MORGAN INC A Distribution J T

71. PLAJNS ALL AMER PIPELINE (PAA) A Distribution K T

72. TEPPCO PTNERS (TPP) A Distribution K T

73. SUNNOCO LOGISTICS (SXL)

74. SUBURBAN PROPANE (SPH)

MAGELLAN MrDSTREAM PTNERS

76. MAGELLAN MIDSTREAM PTNERS

77. NORTHERN BORDERS PTNERS (NBP)

78. NORTHERN BORDERS PTNERS (NBP)

79. FERRELL GAS PTNERS (FGP)

80. KINDER MORGAN PARTNERS (KMP)

81. ENBRIDGE ENERGY (EEP)

82. ENBRIDGE ENERGY (EEP)

83. ENTERPRISE PROD PTNERS (EPD)

84. ENTERPRISE PROC PTNERS (EPD)

85. ENERGY TRANSFER EQUITY (ETE)

1. lncome Gain ·Codes: A ::::.:$1.000 odess

(See Columns Bl ·and D4) F =$50,001 - $100,000

2. Value C(Kk�<>

(See Columns Cl and D3)

3. Value Method Codes Q=Appraisal

(See C6lumn C2) U =Book Value

A Distribution K

A Distribution K

A Distribution K

A Distribution J

A Distribution K

A Distribution J

A Distribution K

A Distribution K

A Distribution K

A Distribution J

A Distribution K

A Distribution J

A Distribution J

B =$l,001 -$2 o00

G=.$100;001-·Sl,OOO;OOO

$50,0('-0

0 4500,001 - $1,000.000

R .Cost (Refil Estate Only)

V =Otiler

T

T

T

T

T

T

T

T

T

T

T

T

T

c =$2,501 - $5;000 D =$5,001 -.$15,000 'E=$I5;00I - $50,000

HI =$1,00(),001 45.000,000 H2 =More than $.5;000,000

I. oS50.00I . SWO,O:JO M "$100,001 · $250,0C�)

Pl =$1,000,001 $5,000,000 1'2 =$5,000,001 -. $).5,000,000

P4 =More than $50,000,000

S =>Assessment T =Casil Market

W =Estimated

Page 9: FINANCIAL DISCLOSURE REPORT in Govenment Act …...RMK Adv Income Fund A Dividend Sell 12128 J A Pengrowth Energy Tr B Dividend K T Buy 08/03 K 38. Credit Suisse Hi Yld A Dividend

I I (l) (2) (I) I

I I

I

(5) (3)

Name of Person Reporting Date of ReportFINANCIAL DISCLOSURE REPORT

Page 9 of 12 BOWEN, DUDLEY H 06/23/2008

VII. INVESTMENTS and TRUSTS -- income, value, transactions <Includes those of spouse and dependent children; see PP· 34-60 ot filing instructions.;

0 NONE (No reportable income, assets, or transactions.)

A. B. c. D.

Description of Assets Income during Gross value at end-of Transactions during reporting period-(including trust assets) reporting period reporting period

(l) (2) (4)(2)Date Gain

Code 1 buyer/seller

Amount Type (e,g., ValuePlace "(X)" after each· asset Value Type (e:g., Value Identity of ICode I div., rent, Code 2 exempt fr.om ·prior disclosure Method bqy, sel!, Month Code2-(A-H) or int.) (J-P) (H) (A-fl) (if private Code 3 redemption) Day

transaction)(Q-W)

86. CDW Corp A Dividend Buy 03/20 K

87. CDW Corp A Dividend Sell 08/28 K D

88. Archer Daniel Midland B Dividend K T Buy 05-01 K

89. My Ian Laboratories Inc A Dividend Buy 05/16 K

90. Mylan Laboratories Inc A Dividend Sell 12/27 K A

91. Plum Creek Timber LLC

92. Realty Income Corp REIT

93. Global Payments Inc

94. Halliburton Holdings Inc

95. Trust Charles Schwab

96. Fedx Corp

97. Lincare Holdings

98. Lincare Holdings

99. Bank of America

100. Johnson & Johnson

101. Lowes Companies

102. Willis Group Holdings

A

B

B

B

B

A

A

B

B

B

A

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

K

K

K

K

K

K

K

K

K

T Buy

T Buy

T Buy

T Buy

T Buy

Buy

Sell

T Buy

T Buy

T Buy

T Buy

05/16 K

06/08 K

08/28 K

12127 K

03/20 K

03/20 K

12/27 K A

03/20 K

04113 K

04/25 K

04/25 K

1. Income-Gain Codes: A :£$1,000 of-less B =$!;001 -$2,500 c=S2:s01 - s5;000 D =$5,001 -$15,000 E =$15,001-$50,000

(See Columns BI and D4) F=$50;00l -$100,000 G =$100,001 -$1;000,000 HI =$1.00Q,001 -$5;000,000 H2 =More than $5,000.000

2. Value Codes J .o::$l5,000 or less K =$15,001 - $50.000 L =$50.001 - 5100.000 M ""$100,001 - $250,000

(See Columns Cl and D3) N "-n.IO.(Kll • $500,()(XJ 0 "$5CXl.OOI - $1,00'J,COO Pl =$LOOO,OOI - 55,000,000 P2 45.000.001 .. $25,(X)O,OOO

3. Vitlue Method Codes 1'3 =$25;000,001 '$50,000;000

Q=Appraisitl R =Cost (Real Estate Only)

P4 =More than $50,000,000

s=Assessmerit T =Cash Market

(See COiumn CZ) l) =Book Value V=Other W =Estimated

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B.

(2) (4)

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 10 of 12 BOWEN, DUDLEY H 06/23/2008

VII. INVESTMENTS and TRUSTS - income, value, transactWns 11nc1udes those of spouse and dependent children; see pp. 34-60 of filing instructions.!

D NONE (No reportable income, assets, or transactions.)

A. c. D.

Description of Assets Income during Gross value at end of Transactions during ·reporting period (including- trust assets) reporting period reporting-period

(1) (2) (3)(2) (!) (5)(I) Place "(X)" after each asset Amount ValueValue Type(e:g._, Date Gain Identity of Type (e.g., Value

Code 1 di .. rent, Code2 buy,-sell, ·Month -exempt' from -prior disclosure Method Code2 Code l buyer/seller (A-Bl or int.) (J-1') Code3 redemption) Day {A-H) (if private (J-P)

transaction)(Q-W)

103. Commercial Metals

104. Mylan Inc

105. Charles Schwab IRA #3 Rollover

106. ING Bal Fund Cl A

107. ING Bal Fund Cl A

108. Amer Fund Intnl Bd

109. Amer Fund Intnl Bd

llO. Amer Fund Fundamental Inv

111. Amer Fund Fundamental Inv

112. Schwab Adv Cash Reserve

A

B

A

A

A

A

A

A

A

Dividend J

Dividend K

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend K

T Buy

T Buy

Buy

Sell

Buy

Sell

Buy

Sell

T Buy

08/28 J

12/27 K

01/01 J

03109 J A

01/01 J

03116 J A

01101 J

03116 J A

03119 K

l. Income Gain Ccx:les: A ='$1,000 or-less B =$1,00 I - $2,500 c =$2,501 - $5,000 D =$5,001 • $15,000 E =$15,001 · $50,000

(See Columns Bl and D4) F =$50,001 - $100,000 G =$100,0()] • Sl.000,000 HI =S1.000;001 -s5.ooo.ooo H2 =More than $5,000,000

2. Value Codes 1 °''$15.000 or Jess K =$15,0{)! - $50,000 L i50,00l - SHJ0,000 M 0:0$100.001 3250,0f)O

(Sec Coloinns Cl and D3) N nso,001 - $500,000 0 =$500,001 - $1,000,000 Pl =SI.000,0()) - $5,000,000 P2 =$5,000,001 - $25,000,01){) P3 =$25;000.001---$50,000;000 P4 =More than $50,000,000

1. Value Method Codes Q=Appraisal R =Cost(Real-Estate Only) S =Assessment T =Cush Market

(See Column C2) U ::::Book Value V=OlheT W =Estimated

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Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 11of12 ·BOWEN, DUDLEY H 06/23/2008

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (Indicate part of Report.)

Part VII. Investments and Trusts

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Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 12 of 12 BOWEN, DUDLEY H 06/23/2008

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.

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., S U.S.C. § 7353, and Judicial Conference regulations.

Signature

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR F AILS TO FI AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

. FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544