New Mexico

Rzsounce umm UNITED STATES HOUSE OF REPRESENTATIVES CALENDAR YEAR 2010 D|sc|.osunE STATEMENT F?f by and Manin Trevnf Heirmcn 202-225>>6316 HAND IE (Fu Name) (Daytime Telephone) (office RED Fner Member of the U.S. Stale: NM Officer Or Employlng A $200 penany Sha" Status House of Representatives 1 Employee be asses." against anyone who files Typ, 1 Annual (May 15) Amendment Tennlnatlon hm period? ll yes complete and alhch Schedule I. Did any or erganlullen nuke a dunetlon to ln lleu ol paying ynu for speech, appearance, el article In the perled? lfyee mmplelsesndehchsehedulell. Dldyou,yeurnpouse rseelve *uneemed more then $200 ln me reporting period er hold my repomble essetworlh Sehedulell. Did you your spouse or dependent ehld purchase sell, or exehenge eny Qllo yn Na perbd? you. your spouse, or I dependent have sny reporhble - (more than 810.000) during the reporting period? yu -r OIGQIIHW oemplehend mach SeheduleVL yourepouss y" Didypu holdeny reportable on or hlhe curremedenderyear? Ilyes. Sohed\|hVl. Dldyouheveeny outside entlyi ll yes, eompbu me mach schedule IX. Each quesilon ln this pan must be answered and the PRELIMI -T INFORMATION - ANSWER EACH OF THESE QUESTIONS Dldyoueryourspousehave -7 -- ScheduleV. appropriate schedule attached lor each Yes response. .. .. EXCLUSION OF SPOUSE, DEPENDENT, OR TRUST - ANSWER EACH OF THESE QUESTIONS 1-msgs. oamluegarang oualmeaelnurmu exesptedtruete neednotbedleclpeed. uneemed henna transactions Dona!enewer'yse Vee SCHEDULEI EARNED INCOME Name TMO, Pamof 5 Lust the source type and amount of eamed Income from any source (other 'han the 6Ier's current employment by the Govemment) totalmg $200 or more Type Mud Regnon Councll of Govemments Spouse Salary A New Mexroo Sport Wellness Spouse Salary A during the preeodin? ealendar year. For a spouse, list the source and amount of any honoraria; list only the source for etrnefr spouse named income exceeding $1,000. BLOCKA Asset andlorlncome Source tI\an$200h unearned symbols) evoninotexerebcitn address. traded shteihenuneofthebuulness ihenlturealitsadivitias Exclude: Your poraonal residence second hams and vncnibn L. .. - American Funds Euro Pac Growth Dreyfus Midcap Index Dreyfus Smallcap Index Fidelity Adv Consumer Staples Fidelity Adv New Insights BLOCK Year End Value of Asset 0flQU|i|? your phuospoolylho lm None. $50000 $1,001 - $15,000 BLOCK Typeoflnoome lppiy youiochouuspocile phnsorlih) yourmy ehoekthe None oolurm. wen!! mhvested Check None lthelud TAL GAINS INTEREST TAL GAINS TAL GAINS TAL GAINS ITAL GAINS BLOCK Amount of Inoome donotalou youtoehoou cram (wen as 401(k) plum or nn), ywrniyehoekttu None NUM. lnomnbyunekingme nppapruumxuaw Dividends pins must budbcbuduheans Choek Nom lnohooms wasalmdorgenulod. $1 - $200 BLOCK Transactlon If id purohnau (P), soles (S) or exchanges (E) exceeding $1 In vevmhs vw SCHEDULE ASSETS AND UNEARNED INCOME Fldellty Adv Smallcap Fedehty Advxsor Consumer Staples Frdehty Advusor New Insughts Fudehty Advusor Smallcap Fndelrty Advusor Stracteglc Income Fndehty Strateguc Income JP Morgan Equnty Index Select Scholars Edge 6-8 years Vallc Frxed Name Mamn Trevor Heinrich P596 4 OI 5 $1 001 $15000 $000 TAL GAINS TAL GAINS TAL GAINS TAL GAINS TAL GAINS TAL GAINS TAL GAINS INTEREST 200 200 200 200 200 $200 Report any purchase sale or exchange by you your spouse or dependent child during the reporting year of any real property nooks bonds futures or other securmes when the amouni of the lransactnon exceeded $1,000. Include lnnsacllons that resulted in loss Provide hnel of any exchange nsaction Do not report a transaehon between you your spouse or your dependemcluild or l.l\e purchase or sale of your personal residence unless ii ls rented out. perllelnle Type of Asset Transaclron Amencan Funds Euro Pac Growth Cash Reserves Cash Reserves Cash Resen/es JP Morgan Equity |ndex Select Scholars Edge 6-8 years portfolio SunAmerica Intemational Equity Caplhl Gain in Excess oi $2007 A GS SS Date 04>>22 10 01-0710 03-03-10 04-05-10 04-22-10 Amount of Transaction $001 $15000 $15000 $15000 $15000 $15000 -$15000 -$15000 -$15000 $15 000 SP, DC. JT Vanguard 500 lj $1,001 I YEAR 2010 FINANCIAL o|sc|.osuRE STATEMENT U59 by Members and 20 I Stevan Pearce 202-225-2365 (Full Name) (Daytime Telephone) Fu" Member of the U.S. State: NM Oftioer Or Employing Oflicer status House of Representative District 02 Employee R, on Termination Date: Annual (May15) Amendment Termination '?G0f1| 1 A $200 penalty shall be assessed against anyone who tiles more than 30 days late. UNITED STATES House OF - PRELIMIN INFORMATION - ANSWER EACH OF THESE QUESTIONS or more from any source In the period? Pt) Ifyee, complete and attach Schedule I. Fm, complete and attach Schedule Vl. a or nlutlon malta donetlon to cha In lleu ot $335 from one eource)? you or your apouee have 'eamed' Income ealerlee or of $200 Ng - the reporting perlod eggregetlng more than $835 and not otherwlee Yee you, your epouee, or a dependent recelve any reportable In .3 ny rga rlty you, your epouee, or dependent recelve any reportable travel paying you for epeech, appearance, or In the per|od7 Ng VII- or relmhureemente for travel In the perlod (worth more than N9 Ifyes complete and attach Schedule Il. It yee, complete and attach Schedule VII. you your epcuee or a dependent reoelve "unearned" Income of more than S200 In the reporting pertod or hold any reportable worth Ityee complete and attach Schedule you your epouee or dependent purchaae eell or exchange any reportable In traneectton exceeding $1 000 durlng the reporting rIod7 Ivyee complete and attach Schedule N. - current calender year? It yee complete and attach Schedule - It yee complete and attach Schedule IX. Dldyeu yourapouee, - (more than $10 000) durlng the period? gg rf .mg ,mn v_ schedule attached for each "Yes response. you hold any reportable poaltlone on or before the date In the Yea you have any reportable agreement or arrangement with an outalde Yee Each questlon ln part must be answered andthe appropriate EXCLUSION OF SPOUSE DEPENDENT OR TRUST INFORMATION ANSWER EACH OF THESE QUESTIONS Trust; Detalle Quallfled Tmete approved by the Committee on Ethlce and oertaln other excepted trueta need not be Have you excluded from thle report any other uneamed* Income treneectlona or ot a epouee or dependent because they meet all three test for exemptlon? Do not answer yee you have consulted the Committee dlecloeed. Have you excluded from thle report detalte of such truet you, your epouee, or dependent El - SCHEDULE I EARNED INCOME Name Stevan Pearce Page 2 D, 6 Llet the eouroe type end amount of earned income from any source (other than the fllefs cunent employment by the Govemment) totaling $200 or more during the preceding calender year For spouse Ilst the source and amount of eny honorerle Ilst only the souroe for other spouse eamed Income exceeding $1 000 Type LEA COUNTY STATE BANK SPOUSE DIRECTOR FEE LEA COUNTY BANCSHARES SPOUSE DIRECTOR FEE BLOCK A Asset andlor Income Source each asset held tor Investment or production of Income with a falr market value exceedlng $1 000 et the end of the reporting perlod and any other reportable asset or sources of Income which generated more I.hen $200 In uneemed Income during the year. Provide complete names of stocks and mutual funds (do not use tlcker symbols.) For all and other retlrement plans (such aa 401(k) plane) that are sell-directed plane In which you have the power even It not exercised to select the Investments) provide the value for each heldl th dsthe th hoId.F the Inetltutlon the account end Its value et the end of me reporting period. For rental or other reel property held for Investment provide complete address. For an ownership Interest In a prlvately-held buslness that Is not publically traded state the name ofthe business the nature of Ita end Its geographic location In Block A. Exclude: Your personal residence Including second homes end vacation homes (unless there was rental Income durlng the reporting perIod)' any deposits totallng $5 000 or less In a personal checking or College Sec 529 Plan Custom Choice Congressional Federal Credit Union Washington DC Bank Accounts Double Eagle Petroleum Co Stock Exedra LLC Equip Rental Hobbs NM BLOCK Year-End Value of Asset at close of year. Ifyou use a valuation method other than felr market value please specify the method used. It an asset wee sold and ls Included only because It ls generated Income the value should be $15 001 - $50 000 $250 001 - $500 000 $1 001 - $15 O00 $250 001 $500 000 BLOCK Type of Income Check ell columns that apply. For retlrement eccounta that do not allow you to choose Investments or that generate tax-deferred Income (such as 401(k) plane or IRAs) you may check the None column. Interest and capltal galns even If In ted must be Check None If the asset generated no Income during the reporting period. BLOCK Amount of Income For retirement eccounla that do not allow you to choose Investments or that generate tax-deferred Income (such as 401(k) plane or IRAs) you may check the None column. For all other assets Indicate the category of Income by checking the bo bele . approprlete Interest and cepltal galne even If disclosed as Income. Check None no Income was eamed or generated. BLOCK Transaction Indlcete If asset had purchases (P) eelee (S) or exchanges (E) exceeding $1 000 In reporting year. INTEREST $5 O01 - $15 000 S(part) None NONE - ll ll 1 1 asset I account that excee repo ng res or re ves . retirement accounts ere not self-dlrected, provide only the name of disclosed as Income. relnvested, must Stock Membership Gree, LTD Equip Rental, Hobbs, NM Stock Membership $1,001 - $15,000 Single Member LLC Income $15,001 - $50,000 SCHEDULE ASSETSAND UNEARNED INCOME Investment Land Turtleback Lot or NM Lea County State Bank Money Market Account LFT LLC SP Lea County Bancshares Dividends $100,001 - Equip and Property Rental Hobbs, NM Stock Membership Trinity Industries, Inc Equip Rental, Hobbs, NM Stock Membership USAA Federal Savings Bank San Antonio, TX Bank Account USAA FDIC Ins Money Market Account USAA Simple IRA FDIC Ins Name Stevan Pearce P896 4 Of 6 $100 O01 - $250 000 $1 000 001 - $5 000 000 Interest $1 000 000 $250 001 - INTEREST $201 - $1 000 $500 000 $1 000 001 - RENT $100 001 - $5 000 000 $1 000 000 $5,000,001 - Rent, Dividends, $100,001 - $25,000,000 Interest, $1,000,000 Capital Gains None INTEREST $2,501 - $5,000 $1 00 001 $250 000 $50 001 $100 000 SP - Wells Fargo Bank Banking Stock $50 000 $1 001 $15 O00 None NONE SCHEDULE IV TRANSACTIONS Name Stevan Pearce Page 6 Report any purchase sale or exchange by you your spouse or dependent child durlng the year of any real property stocks bonds commodltles futures or other securltles when the amount of the transaction exceeded $1 000 Include transactions that resulted In a loss Provlde a brlef of any exchange transactlon Do not report a transactlon between you your spouse or your dependent or the purchase or sele of your personal residence unless lt Is rented Type Of 5131: Asset Transaction of $2007 Date Amount of Transactlon Congress|onaI Federal Credlt Union S(part) 09/13/10 $100 O01 $250 000 DC Bank Accounts (CD's) USAA Federal Savings Bank No 09/17/10 $100,001 - $250,000 San Antonio, TX Bank Account (CD' Report all posltlona compensated or uncompensated held during tha current calendar year as an oflicer director trustee of an organization partner proprietor educatlonal or other other than the United States. Exclude: Poeltlons held In any rellgloue soclal fratemal or polltloel entitles' posltlons eolely of an honorary nature' and posltlone listed on Schedule I. employee or consultant of any oorporatlon partnership or any business enterprise 'any nonprofit organlzatlon any labor organiaatlon or arly Shareholder/President Trinity Industries Inc Exedra LLC Gree, LTD Member LFT LLC NM 4 Youth Foundation Director/President Stevan Pearce Charitable Foundation Posltlon Name of Organization I - - GISLATIVE RESOURCE CENTER UNITEDSTATES HOUSE OF REPRESENTATIVES FORMA - CALENDAR YEAR 2o1o msc|_osuRE STATEMENT F?f use bv Members'l%3E3"< xr Ben R. Lujan 202/225-6190 (Daytime Telephone) (omce use Omy) Filer Member of the U.S. State: Officer Or Employing Ofhce: A $200 psnany sha" Status House of Representative District 03 Employee Rep Lujan be assessed against WNY, 1:11 if anyone who files Report Termination Date: more than 30 days Type 3 nnual (May 15) Amendment Termination PRELIMINARY INFORMATION -- ANSWER EACH OF THESE QUESTIONS Did you or your spouse have 'named' Income salaries or fees) of $200 you, your spouse, or a dependent child receive any reportable gift in I- or more from any source In the reporting period? Yes Ng VI the reporting perlod aggregating more than $335 and not otherwise Y95 No exempt)? lf yes. complete and attach Schgule I: Qes, complete and attach Schedule VI. 7 Did any or organlzatlon make a donation to charity in lieu of you, your spouse, or a dependent child receive any reportable travel paying you for a speech, appearance, or article in the reporting period? Yes ND fo;_;raveI In the reporting period (worth more than yes N9 om one source ??mpIete_arj lfyes. complete and attach you, your spouse, or a dependent reoelve "uneamed" Income of Did you hold any reportable posltlons on or before the date of In the more than $200 In the reporting period or hold any reportable asset worth Yes N9 current calendar year? Y95 No more than $1,000 at the and of the period? If yes, complete and attach If yes, cor@sh_e3nd you, your spouse, or dependent purchase, sell, or exchange any Did you have any reportable agreement or arrangement an outslde IV- reportable asset In a transaction exceeding $1,000 durlng the reporting Yes N9 IX entity? Ya; [1 No perlod? If yes, complete and attach Schgulgya If ya?3rQhg?ani?tach ScheduIe_lX, Did you, your spouse, or a dependent have any reportable Yes Each question in this part must be answered and the appropriate If yes, complete and attach Schedule v. schedule attached for each "Yes" response. EXCLUSION OF SPOUSE, DEPENDENT, OR TRUST INFORMATION -- ANSWER EACH OF THESE QUESTIONS Trusts Details Qualified Blind Trusts approved by the Committee on Ethics and certain other excepted trusts need not be Have you excluded from this report any other assets uneamed Income transactrons or liabilities of a spouse or dependent child because they meet all three tests for exemptron? De not answer yes unless you have first consulted the Committee on Yes lj No Have you excluded from report detalls of such a trust benefiting you, your spouse, or dependent child BLOCK A Asset and/or Income Source each asset held for Investment or production of Income with a fair market value exceeding $1 000 at the end of the perlod and any other reportable asset or sources of income which generated more than $200 in uneamed" Income during the year. Provrde complete names of stocks and mutual funds (do not use tlcker symbols For all IRAs and other retirement plans (such as 401(k) plans) that are self-dlrected plans In you have the power even rf not exercised to select the specific Investments) provlde the value for each asset held |n the account that exceeds the reporting thresholds For retirement accounts which are not self-dlrected provnde only the name of the holding the account and value at the end of the reportmg perlod For rental or other real property held for Investment provrde a complete address For an Interest |n a prlvately held buslness that ls not publically traded state the name of the business the nature of Its Exclude Your personal resldence including second homes and vacatlon homes (unless there was rental income durlng the reporting penod) any deposlts totalrng $5 000 or less |n a personal or New Mexnco Public Employees Retirement Plan State Pension Wells Fargo Bank Checking Account scHEouLE,m - |NCoiv|E Nam; Lum BLOCK Year-End Value of Asset at close of reporting year. If you use a valuation method other than falr market value please specify the method used If an asset was sold and is Included only because It is generated Income the value should be None $15 001 $50 000 $1 O01 $15 000 e|_ocK Type of Income Check all columns that apply. For retirement accounts that do not allow you to choose specific investments or that generate tax-deferred mcome (such as 401(k) plans or IRAs) you may check the None column D|v|dends Interest and capital gams even If reinvested must be as Income Check None If the asset generated no mcome during the reportmg period None INTEREST BLOCK Amount of Income For retirement accounts that do not allow you to choose investments or that generate tax-deferred income (such as 401(k) plans or IRAs) you may check the None column For all other assets, |nd|cate the category of Income by checking the appropriate box below interest and capltal gains even |f remvested must be disclosed as Income Check None |f no mcome was earned or generated NONE $1 $200 Page 2 of 2 BLOCK Transactlon Indicate if asset had purchases (P) sales (S) or exchanges (E) exceeding $1 000 ln reporting year adivmes' and nsygeograpmc Iocauon In Block