D NONE (No reportable positions)

Transcription

1 OlO FINNCIL DISCLOSURE REPOR Report Required by the Ethics in Goverment ct of 1978 Rev FOR CLENDR YER 2005 (5 U.S.C. app ) 1. Person Reporting (last name, first, middle Initial) Court or Organization Vinson, Roger District Court - NDFL 7/10/2006 itle (rticle 111 judges Indicate active or senior status; Sa. Report ype (check appropriate type) magistrate judges indicate full- or part-time) D Nomination, Date District udge - Senior Initial nnual Final D D 6. Reporting Period 01/01/2005 to )2/31/2005 Sh. mended Reprt 7. Chambers or Office ddress 8. On the basis of the Information contained in this Report and any modifications pertaining tberetot it is, in my opinion, In compliance United States Courthouse with applicable aws and regulations. One North Palafox Street, #517 Pensacola, FL Reviewing Offcer Date IMPORN NOES: he 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. I. POSIIONS. (Reporting individual only; see pp o/instructions.) D NONE (No reportable positions) POSWON NME OF ORGNIZIONNIY I. Co-rustee and Chainnan. Hugh and Earle W. Fellows emorial Fund Co-rustee Vinson Cemetery rust Fund C: r-- -,. c -- (/ c.::::- II. GREEMENS. (Reporting individual only; see pp o/instructions.) ::: :.. ::: r:i,c) PRIES ND ERMS C = (. C:: <::: :: [! NONE (No reportable agreements.) :-:;>.. 1 I..., ) r '- c..: r- _ rn (' rn - < m l, 0 0 C

2 FINNCIL DISCLOSURE REPOR Page 2 of9 Vinson, Roger 7/10/2006 III. NON-INVESMEN IN CO ME. (Reporting indiidual and spouse; see pp of instructions.). Filer's Non-Investment Income [! NONE (No reportable non-investment income.) SO NP YPE IN (yours, not spouse's) I. B. Spouse's Non-Investment Income - I/you were married during any portion of the reporting year, complete this section. (Dollar amount nol required e.xcepl for honoraria.) 0 NONE (No reportable non-investment income.) I Florida Retirement System SO ND Y 2005 Pensacola unior College IV REIMBURSEMENS - transportation, lodging, food, entertainment (Includes those to spouse and dependent children. See pp of instructions.) 0 NONE (No reportable reimbursements.) SOURCE DESCRIPION I. George Mason University, Law & Economics Center uly Sedona, rizona, Special Program for udges: he Religious Origins of Western Culture (ransportation, Food and Lodging)

3 FINNCIL DISCLOSURE REPOR Page 3 of9 Vinson, Roger 7/10/2006 V. GIFS. (lnclutks those to spouse al!l dependent children. See pp of instructions.) [R NONE (No reportable gifs.) SOURCE DESCRIION VLUE I. VI. LIBILIIES. (Includes those of spouse and dependent children. See pp; of instructions.) D NONE (No reportable liabilities.) CREDIOR DESCRION VLUE CODE I. Ban of merica Mortgage Loan Florida M

4 FINNCIL DISCLOSURE REPOR Page 4 of9 Vinson, Roger 7/10/2006 VII. INVESMENS and RUSS - 0 NONE (No reportable income, assets, or transactions.) income, value, transactions (includes those of the spouse and dependent children. See pp. 14-s1 offuing instructions I. Land FL} None L w House FL) None Sell 6113 Patrick ennings iii Condominium Rent 0 w Florida) dams Express nglo merican 6. Catepillar 7. Chiron None Donate Rowe Price** 8. Cooper Ind. 9. Engle hard Donate 11/25.RowePrice ** I0. Exxon Mobil 11. First merican Financial 1 Gold Fields, Ltd. Donate 11/25. Rowe Price ** 1 Intel 1 DS Uniphase None I LSI Logic None 16. Matrixx Initiatives None 17. McDonalds

5 FINNCIL DISCLOSURE REPOR Page 5 of9 Vinson, Roger 7/10/2006 VII. INVESMENS and RUSS - income, value, transactions (includes those of the spouse and dependent children. See PP of filing instructions) D NONE (No reportable income, assets, or transactions.) 18. Microchip echnology 19. Myriad Genetics ; None 20. Outback Steakhouse Sell 12/ Pioneer Nat. Res. None 2 Royce Value Fund 2 Southern Company 2 Symbol echnology 2 ECO 26.. Rowe Price ax-free Fund c L 27.. Rowe Price Spectrum Gr. Fund 28. Vanguard Energy Fund 29. Vanguard Precious Metals Fund 30. Vanguard ax-managed Cap. ppreciation Fund 31. Vanguard Index - otal Stock Fund 3 Walmart 3 Watson Pharm. None 3 403(b) Nationwide nnuity D :) l.c - ;:.. < fiiliiroi1 Ow>. ($:.fii!i!iij ) '!<fi:j>. - o w ii! q;;i :V!,;ifli. \V ;.!Sro. 'Y : (SeeeiiiOliti k

6 'FINNCIL DISCLOSURE REPOR Page 6 of9 Vinson, Roger 7/10/2006 VII. INVESMENS and RUSS - D NONE (No reportable income, assets, or transactions.) income, value, transactions (includes those of/he spouse and dependent children. See PP of filing instructions) 3 IR Price Funds L Blue Chip Growth Converted* 3/ Growth & Income Converted* 3/ Int'). Discovery Converted* 3/ New sia Converted* 3/ Science & ech. Converted* 3/ Spectrum Growth Converted* 3/ New Income Converted 3/ Prime Reserve Converted 3/24 4 Spectrum Income Converted* 3/24 4 Spectrum International Converted* 3/ Members First Credit Union, Pensacola, Interest FL- Savings 47. msouth Bank of Pensacola, ccounts Interest. 48. Beach Bank ccount B Interest 49. Life Insurance (Whole) (Protective ** v Life) 50. Life Insurance (Whole) (Navy Mutual ** L v id) 51. IR - Vanguard Group D Div/Int 0

7 {?INNCIL DISCLOSURE REPOR Page 7 of9 Vinson, Roger 7/10/2006 VII. INVESMENS and RUSS - D NONE (No reportable income, assets, or transactions.) income, value, transactions (inc1u11s those of the spouse and dependent chitdren. see PP 14-s1 offuing instructions; 5 - SR Fund L 5 - Short enn Fed L 5 - Short enn Investment L 5 - Inflation Protected L Wellesley M Wellington L Energy Fund L Health Care L 60. -Windsor L

8 INNCIL DISCLOSURE REPOR Page 8 of9 Vinson, Roger 7/10/2006 VIII. DDIIONL INFORMION OR EXPLNIONS. (lndicae porto/reporl) Part VII 7.,9.,1 D(5) **. Rowe Price Program for Charitable Giving 36. through 4 D(I)* Converted within the. Rowe Price IR (line 35)

9 FINNCIL DISCLOSURE REPOR Page 9 of9 Vinson, Roger 7/10/2006 IX. CERIFICION. 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 udicial Conference regulations. Si gnat NOE: NY INDIVIDUL WH OWINGLY ND WIFULLY FLSIFIES OR FILS O FILE HIS REPOR MY BE SUBEC O CIVIL (5 U.S.C. app. 104) FILING INSRUCIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure dministrative Offce of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C

10 Report Required by Lhe Ethics 010 FINNCIL DISCLOSURE REPOR in Government ct of 1978 Rev FOR CLENDR YER 2005 (5 U.S.C. app ) I. Person Reporting (last name, first, middle initial) Court or Organization Vinson, Roger District Court - NDFL itle (rticle II judges indicate active or senior status; magistrate judges indicate full- or part-time) District udge - Senior Sa. Report ype (check appropriate type) D Nomination, Date D Initial 18 nnual D Final 6. Reporting Period 01/01/2005 to 12/31/ Chambers or Offce ddress United States Courthouse One North Palafox Street, #517 Pensacola, FL Sb. D mended Report 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 Offcer Date IMPORN NOES: he instr11clons accompanying this form must be fouowed. Complete all parts, checking the NONE box for eahpart where you have no reportable information. Sign on last page... I. POSIIONS. (Reporting individual only; see pp of instructions.) D NONE (No reportable positions.) POSIION NME OF ORGNIZION/ENIY 1. Co-rustee and Cirman. Hugh and Earle W. Fellows Memorial Fund Co-rutee Vinson Cemetery rust Fund II. GREEMENS. (Reporting individual only; see pp of instructions.) ( NONE (No reportable agreements.) PRIES ND ERMS I.

11 FINNCIL DISCLOSURE REPOR Page 2of9 Vinson, Roger 05/5/2006 III. N 0 N-NVESMEN IN CO ME. (Reporting individual and spouse; see pp of instructions.). Filer's Non-Investment Income [ NONE (No reportable non-investment income.) SOURCE ND YPE INCOME (yours, not spouse's) I. B. Spouse's Non-Investment Income - I/you were married during any portion of the reporting year, complete this section. (Do/ar amount not required exept for honoraria.) D NONE (No reportable non-investment income.) SOURCE ND YPE I Florida Retirement System 2005 Pensacola unior College IV. REIMBURSEMENS - transportation, lodging, food, entertainmenl (Includes those to spouse and dependent children. See pp of instructions.) D NONE (No reportable reimbursements.) SOUCE DESCRIPION 1. George Mason University, Law & Economics Center uly Sedona, rizona, Special Program for udges: he Religious Origins of Western Culture (ransportation, Food and Lodging)

12 FINNCIL DISCLOSURE REPOR Page 3of9 Vinson, Roger V. G FS. (Includes those lo spouse and dependent children. See pp of instructions.) IB NONE (No reportable gifts.) SOURCE DESCRIPION 1. V. LBILIES. (Includes those of spouse and dependent children. See pp of instructions.) D NONE (No reportable liabilities.) CREDIOR DESCRIPION VLUE CODE l. Bank of merica Mortgage Loan M

13 FINNCIL DISCLOSURE REPOR Page 4 of9 Vinson, Roger VII. INVESMENS and RUSS - income, value, transactions (includes those of the spouse and dependent children. See PP of filing instructions) D NONE (No reportable income, assets, or.transactions.). c. D. Descripti.on o.f Ssets Income during Grossvalue at end of ransactionsduring r eporting period (Including lllst assets) reporting period reporting period Place ".(X)'' after each asset exempt from prior discilosure B..( ) (2) (I) (2) (I) Ifriot exe!dftt from d scosure mount ype (e.g. Value.Value ype (e.g. (2) (3) {4) (5) Code I div., rent, Code2 Methri buy, sell, Date Value. Identity of (-Hi or int. ) Cod 3 merger, 1 Month- Co.de2 Code I buyer/seller (Q-W) redemption) Day (-P) (-H) (iiinvate trnsacti on).:.. (-P) Gilo I. Lan FL) None L w Hous FL) None Sell 6/13 Patrick ennings Condominiu Florida) Rent 0 w dams Express nglo merican 6. Catepillar 7. Chiron None Donate 11/25. Rowe Price ** 8. Cooper Ind. 9. Englehard Donate 11/25.RowePrice ** 10. Exxon Mobil 11. First merican Financial 1 Gold Fields, Ltd. Donate 11/25. Rowe Price ** 1 Intel 1 DS Uniphase None 1 LSI Logic None 16. Matrixx Initiatives None 17. McDonalds L IncOme Ga µ- ; ios,000 or less B;S1;001-S2,SOO.. c =Si,SOI.:ss,o<io Il=S5,oof;s15;ooo. E =Sl5;ooi '.S50,000 (See Columns ii 1 and 04). F =SS0,001 -$100,0oO...o.;s100,0o1 1.ooo,ooo iii =$1,oO;oo1-5,000,000 il2 =Mor tan ss,<io,ooo Value Codes.. =Sl5,0oo orl.. $15,00i ;ii,ooo. L=S50,po1 -Sl00,000. M ;"Sioo,OOl 'S2SO,(IOO (Seeeofonisc1 andd3) -Value MelhndCoiles (See Qilumn CZ) N 150;001-s5oo;tio P =$25,000,001 -SSO,OI,()0. Q,;ppraisal U "Bnok Value o=ssoo;001 :sj,o(o,oao R " st {Rea Iiiaie Only) v (}uier.. Pi =s1,ooo,001 ; ss;ooo,ooo P4 More!ban sso;ooo;ooo ::o:enl. W =.Estlmaied.Pi..s;ooo;0o1 : sis,000,000 =Ch Markel

14 FINNCIL DISCLOSURE REPOR Page 5of9 Vinson, Roger VII. INVESMENS and RUSS - income, vatue, transactions (includes those of the spouse and dependent chitdren. see PP offilinc instrudions D NONE (No reportable income, assets, or transactions.). Description of ssets (including trst assets) Place "{X)" after each!!set exempt fyom prior disclosure {I) mount Code 1 ( H) B. lni:onie.dliring repprting period (2) l'(e.g. div.,rent, or iit) c. Gross value at end of rep.orting period {I) value. Code2 ( P) (2) Value Method Code3 (Q W) {l) ype (e.g. buy, sell, m g r. redemption) D. ransactions d1,ring repqrting peri9d (2) Date Month Day Ifiiol ex: empt from disclos re (3) (4) Value Gain Identity of Code2 Coder bujei/seller (.P) ('H).(ifprivaie trnsaction) (5). I8. Microchip echnology 19. Myriad Genetics None 20. Outback Steakhouse Sell 12/01 2 I. Pioneer Nat. Res. None 2 Royce Value Fund 2 Southern Company 2 Symbol echnology 2 ECO 26.. Rowe Price ax-free Fund c L 27.. Rowe Price Spectrum Gr. Fund 28. Vanguard Energy Fund 29. Vanguard Precious Metals Fund 30. Vanguard ax-managed Cap. ppreciation Fund 3 I. Vanguard Index otal Stock Fund 3 Walmart 3 Watson Pharm. None 3 403(b) Nationwide nnuity D 1. l comc. Gaiµ Co4es: =SI,000 or less 13 =$1,001 $2,SOO c =Si;so1, s5,ooo. b =$5,001,$15,000 E,;Sl5;001 $50;000 (See.Columns BI and 04). F,,s50,001.$100,ooo G i.si00,001 SI;000,000 1'11 =$1;000,001 ;s5,oio,ooo :f2 = re th ss;ooo,o vaiuecodes..sis,000 or less.;sis,()i S51i,ooo L=SS0,001 SIOO,<ioi. M "S I00,00 I ; $250,000 (See Columns Cl and 03) N $250,001.- $500,000 o ;,sst\,(t :s1.o<o,ooil Pl =iif,000,001 'SS,000,000 Pi s5,cioo,001 - s2s,ooo,ooo Value Meth d Codes (See Cotuinn i:2) P3..2s,0oo,oo 1 S5o,ooo,ooo Q"pprasal U "Boo Value R sl (Rea Estate.Only).. V=-tlier. P4 "More than s5o,ooo,ooo =.essme!:c w.::. tima! d =Cash Market

15 FINNCIL DISCLOSURE REPOR Page 6 of9 Vinson, Roger 05/5/2006 VII. INVESMENS and RUSS - income, value, transactions (includes those of the spouse and dependent children. see PP 14-s1 of filing instructions) D NONE (No reportable income, assets, or transactions.). B. c. D. Description of ssets Income during Gross value at end of ransactions during reporting period (including trust assets) reporting period reporting period (1) (2) (l) (2) (l) l not.exempt fr m dis los ie Place "(X)" after each asset exempt froin prior disclosure.mount Code I ype(e.g. div? rent, Value Code 2 Valµe Method ype (e.g. buy, sell, (2) Date (3) Value (4).Gain (5) Identity of (-H) Wint.) (-P) Code3 merg r Month- Code2 Code l : buyer/$eller (Q"W) redemption) Day ('P) (;H) (if private tinsactiqn). : : 3 IR Price Funds L Blue Chip Growth Converted* 3/ Growth & Income Converted* 3/ Int'!. Discovery Converted* 3/ New sia Converted* 3/ Science & ech. Converted* 3/ Spectrum Growth Converted* 3/ New Income Converted 3/ Prime Reserve Converted 3/24 4 Spectrum Income Converted* 3/24 4 Spectrm International Converted* 3/ Members First Credit Union, Pensacola, FL-Savings Interest 47. msouth Bank of Pensacola, ccounts Interest 48. Beach Bank ccount B Interest 49. Life Insurance {Whole) (Protective Life) v 50. Life Insurance {Whole) (Navy Mutual id) L v 51. IR-Vanguard Group D Div/Int 0 ( ln c Gain Codes:,;si;ticiil orli:s.. s =$1;0oi ;si.soo c,di,sol-ss,000 o =s5;001. : s1s;ooo i "S1S,00l sso,ooo (See (;himiis Bf and D4) F=S5il,O.Ol -SIOO,oqo G=SIOO,Ool Sl;@,oli : Hi "'t;oo,001 ;s5,ooo,ooo H2 ;"Meire tlmi ss,oo,000.. Yaj lc9. s : =Sl5,000 or less k s15;0!ll 'sso,lio. L ";50,001 ; $100,000,;SiOO,ciOI c$25.cioo (SeecOlumns Cl andd3) N =S250,001, $500,000 o.;ssoo,ooi,$i,o<o,ocio.pi,;s1,cioo,ooi-ss,ooo,o<io i'i.;ss.000,001 : si.s,000,000. 'Value Method:Cod es. P3 =$25,000,00.1 -,$0,000,000!t st (Real Estate Only) P4 M re tha 550,000,000. bmarlcet Q ppraisal ; ssessi; t.. (See COiumn C2) V,,1ber U =Book Value. w =.Esuniaiei,

16 FINNCIL DISCLOSURE REPOR Page 7 of9 Vinson, Roger 05/5/2006 VII. INVESMENS and RUSS - income, value, transactions (includes those of the spouse and dependent children. see pp of filing instructions) D NONE (No reportable income, assets, or transactions.), B. D. Description of ssets Income during Gross value at end of ransactions during reporting period (including trust assets) reporting period reporting period Place "(X)" reach asset exempt from prior disclosure (2) C. () () If not '= empt from disclosure mount Code I (-H) ype(e.g. div.t rent, or int.) Value Code2 (-) (2) (l) Vaue Method Code3 (Q-W) i'e (e;g, buy, sell, mer er, redemption) (2) Date Month- Day (3) (4) Value Code2 (-P) Gain Code ('H) (5) ldenlityof buyer/seller (if private transaction) 5 - SR Fund L 5 - Short enn Fed L 5 - Short enn Investment L 5 - Inflation Protected L Wellesley M Wellington L Energy Fund L Health Care L 60. -Windsor L.. i". ncome Gain Codes: ::l,000 or less B=S1;io1-szjoo C ";S2,l0I c $5, O=S5,001-Sl5,000. E '=st5;001 'S50,000 (See Columns Bl and 04). F=SS0,001, S!Oo,000 G '=s100,001, i,opo,ooo H.1 =Si,000,00.1-5;000,oop. H2 "CM.ore tbi" SS,opo,ooo i. Va!ueCodi: =S1s;ooo cirless =S15,00 -S.0,o00 L O:sso,001:s1ilo,00o. M s100,001 S25o,ooo (See C.olumns Cl and 03) N =Sso,oo 1 ; ssoo,ooo o '=s500,o<1-$i,ooo,oio p1 =$1,000,00 j - ss. oo,ioo Pi=S5,000,00 -$25,000,000 Value Method Code P3 ;$25,000,001 - SS0,000,ooO R '.ost (RC.l Es a1e dnly). P4 =M0re ihan 56,ilo,ooo.=Ciuh Market (See Column C2) Q=ppiaisal v'=iher S =sses Dl U =Book Value w.estimated

17 FINNCIL DISCLOSURE REPOR Page 8of9 Vinson, Roger 05/5/2006 VIII. DDIIONL INFORMION OR EXPLNIONS. (lndicate parto/reporl) Part VII 7.,9.,1 D(5) **. Rowe Price Program for Charitable Giving 3 through 4 D(l )*Converted within the. Rowe Price IR

18 FINNCI DISCLOSURE REPOR Page 9 of9 Vinson, Roger 05/5/2006 IX. CERIFICION. 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 udicial Conference regulations. Si R MY BE SUBEC O CIVIL FILING INSRUCIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure dministrative Offce of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C