alan d lourie financial disclosure report for 2009

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  • 8/3/2019 Alan D Lourie Financial Disclosure Report for 2009

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    ~ o 1 0 FINANCIAL DISCLOSURE REPO RT R ~ o o . R e q u i r e d b y t h e Z t h i c sin Government Act of 1978R e ~ . 1 / 2 o l o FOR CALENDAR YEAR 2009 0 u.s .c , app. 1o1-1tl)

    I M P O R T A N T N O T E S : T h e i n s t ru a i o n s a c c o m p a n y i n g t h i~ f o r m m u s t b e f o t l o w e~ t C o m p l e t e a l l p a r ts ,checking the NON E box for each p art where you have no reportable information. Sign on last pag~

    I . P O S I T I O N S . a~,ro,~ l~,a ,~; ~, rr . ~-~ of filing ~ctions.)~ NO ~ (No r~o~ab& posi~o~.)

    POSITION N~E OF ORG~ATION~ITY1.2.

    3.

    4.

    5.

    ~ N O N E (No repomable a~eements=) c - - ~ ~ > "- " "DAT~ PAR.T~S A~ TE~S ~ : S

  • 8/3/2019 Alan D Lourie Financial Disclosure Report for 2009

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    Ia m e , 0 f P e g s o n R e p o r t in g [ Date of Re~FIN~CI~ DISCLOS~ ~PORTPage 2 of 7HI. NO N-INVE STM ENT INCO ME . ~,r~,g ~i ,d , ,a ,~d.~, ,~ , ,~p~ 1 7 o 2 4 ~gi~)A. FHers Non-lnv~ent Income

    N O N E ~ o repo~able non-inw~ent income.)~ SOURCE AND ~E ~~oum, not ~s)

    1. J~-~ Gl~oSmi~ ~ion $88~73.~2.

    B. Spouses Non-lnvestment Income - If you ~re married d~rb~ any port~n aftk ~ ~r, ~ th~ ~(~11~ amount ~t r~ui~ ~ for ~o~.)~ N O N E ~o r~omab& non-investment income.)

    ~ SO~CE A~ ~E1 .

    I V . R E I M B U R S E M E N T S - ,. ., ,. ,o , ., .~ / o d g i n g , f o o d , e ~ C e r t a i ~ m e ~ t(lnlude~ those to spouse ~d delxndent ehildaen; .see pp. 2.L27 off cling, i~t~truaio~u.)

    [] NONE (No reportable reimbursements.)

    ~ ~ LOCATIQN PURPOSE ITEMS PAID OR PROVIDED1. Ben F rm3klin Inn of Court JafilJal-y 1 Phila, PA Par t ic ipate in M eect ing Traitffa re and dirmer2. l n t e l l Proper ly Own ers Educ April 20 W ashingto~, DC Attend meet ing wi th L u n c h f or m e a m t d i n n e rFoundat ion fo r e i gn judges3. Boston Paten t Law Assoc M a y ! Bostou , MA Attend judge d inne r Airfare , hote l , and dinn er4. l n td| Proper ty Owners Educ M ay 28 W ash in g ton , DC At tend awa r ds d i nne rFour~datioa5. Fed C ircuit Histori~l Society M a y 2 9 W ashi~gtott, DC A t t e n d a n n u a l d i n n e r

  • 8/3/2019 Alan D Lourie Financial Disclosure Report for 2009

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    Name of Person ReporUng Dat e of Repor~FINANCIAL DISCLOS[~ ~PORT03/~/2010age 3 of 7

    ~ NO~ ~o r~ortab& ~fi~.)S O U R C E DESC~TION

    1.

    3 .4.5.

    ~ N O N E ~ r~rta~le liabili~.)C~D~OR DESCRIPTION V~UE ~ODE

    1.

    3.4.5.

  • 8/3/2019 Alan D Lourie Financial Disclosure Report for 2009

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    FINANCIAL DISCLOSURE REPORT s . . . . ~ e ~ o ~ n ~ o ~ i ~ Iage 4 of 7 ~e, ~an D. 0 3 / ~ . / 2 0 1 0VH. I~STMENTS and TRUSTS - ~. ~.~ ~ a~ ~ ~.~ ~ ~ ~,~,~ ~

    NONE ~o re~rtable income, msets, or ~amacOom.)~fipfi~ of ~ ~ ~ ~g ~ ~1~ ~ ~ T~fiom d~ng ~g

    ~ ..................(1) T (2, ~ ~ I T (1~ (2) [~31, [(4)ex~pt~mpfior~l~ C~ 1 ~ dN-,~L C~e2 M~ I ~y, ~IL ~d~ ~ ~2 (~ 1

    ................ ~ ................... (~ [ ................. ~ L . . . . . . . . . . . . . ~o~)I. V a n w a r d T ~ Ex e m p t ~ F ~ d 1 A ~d L T2. Vangua r d Tax Exemp t MM Fund 2 A Dividend K T

    4 . V a n g u a r d H e a l t h C a r e F u n d D Dividend N T5. T Rowe Pr i ce Ca p App re c i a t ion Fun d ( IRA) C Dividend M T6. Vmmgua rd W indsor 1 ] Fund B Dividend L T7. Vanguard ST Bond Index Fund (IRA) B Dividend B u y 3 1 6 / 0 9 J( add l )8. Sold 5/11/09 M see VII19. Vanguard ST l nv Gr Dd Fund C Dividend M T B u y 5 /11 / 0 9 M

    1 0 . TIAA-CP~," B Interest K T rollover 3/02/09 J see VIII]. PNC Bank check i ng ac coun t A Interest K T

    1 2 . US Treasury Notes C Interest L T1 3 . Vanguard 500 Index F l u i d D Divktend N T1 4 . Vauguard Extended Mark et lx~dex Fund C Dividend N T1 5 . Vanguard G loba l Equi ty Fun d C Dividend M T16 . Vanguard !nterna t Explorer Fund A Dividend K T17 . Vanguard European Fun d C Dividend M T

  • 8/3/2019 Alan D Lourie Financial Disclosure Report for 2009

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    FINANCIAL DISCLOSURE REPOR TPage 5 of 7 ~ Alan ~. 0 3 / D ~ 0 1 OVH. ~ST~NTS and TRUSTS - ~.~

    ~ NO~ ~o re~rtable income, ~sets, or ~a~ac~on~.)

    (I)

    . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ . . . . . . . . . . . . . . . . . . . . . . . ~

  • 8/3/2019 Alan D Lourie Financial Disclosure Report for 2009

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    F I N A N C I A L D I S C L O SU R E R E P O R T f [ N . . .. f P e r s o l t R l m r t ~ g Iage 6 of 7 Lourie. A l a n D . 0 3 / 1 / 0 0 , 2 0 1 0V III . ADD ITIONAL INFORMA TION OR EXPLANA TIONS .

    I tems 8, 10 , and 22 in Par t VII do not provide gains in D4, because they w ere wi thin a n IRA or a ro l lover so that there w as no recognized gain.

  • 8/3/2019 Alan D Lourie Financial Disclosure Report for 2009

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    F I N A N C I A L D I S C L O S U R E R E P O R T [ r ~ ,~ , ,~ e ~ o , ~ ,~[ ~o~p~rt[~"Page 7 of 7 tol~, A~ D . 0 3 / ~ / ~ o ~ 0

    IX. CERTIFICATION.

    NOTE: ANY INDIVIDUAL WliO KNOWINGLY ANI~ WILFUIJ~Y FALSIFLES OR FAILS TO FILE ]HIS REPORT MAY BE SUBJECT TO CIVILAND ~RIMINAL SANL~IONS (S U.S.C. -.pp. 104)

    F I L IN G I N ST RUC T IO N SMail si~ed original and 3 additional copies to:

    Committee on Financial DisclosureA d m i r t h ;t r a t i v e O f f i e e o f th e U n i t e d S t a t e s C o u r t sS u i t e 2 -3 0 1O n e C o i tu m b u s C i r c le , N . E.W a s h i n ; ~ to n , D .C . 2 0 5 4 4