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UNITED STATES SENATE FINANCIAL DISCLOSURE REPORT FOR ANNUAL AND TERMINATION REPORTS Taare Fiat hare oe Hie na Trmual Repo “Genate Once geney n Which Engaged ‘Calendar Year Covered by Raper Hagel Charles T. 2006 United States Senate Seats ice Aare (Wari, Se. iy, Sita, and TP Case] Sete ce Telephone Nant [ico Ra Coa] | Terman Rao rr Of Tagen WH Engle * “Termination Oate(amieaiy eee ie Building, Washington, DC | 559 954 4904 AFTER READING THE INSTRUCTIONS - ANSWER EACH OF THESE QUESTIONS AND ATTACH THE RELEVANT PART yes | NO ves [_NO Did you, your spouse, or dependent chil receive any reportable travel or reimbursements for travel in the reporting period (.e., worth more than $308 from one source)? ItYes. Complete and Attach PART VI. Did you, your spouse, or dependent child have any reportable labiity (more than $10,000) during the reporting period? IYes, Complete and Attach PART VIL Did any individual or organization make a donation to charity in lieu of paying you for a speech, appearance, or article in the reporting period”? Yes, Complete and Attach PART | id you or your epause have eared income (6, salaries or fees) oF Ron investment income of more than $200 from any reportable source in the reporting petiod? IfYes, Complete and Attach PART IL Did you, your spouse, or dependent child hold any reporiable asset worth more than 31,000 at the end ofthe period, or receive unearned or investment income of more than $200 in the reporting period? Yes, Complete & Attach PART IllA andlor il. Did you hold any reportable positions on or before the date offing in the ‘current calendar year? IF Yes, Complete and Attach PART Vl Did you, your spouse, or dependent child purchase, sell, or exchange any Do you have any reportable agreement or arrangement with an outside reportable asset worth more than $1,000 inthe reporting period? entity? IfY¥es, Complete and Attach PART IV. IfYes, Complete and Attach PART IX. Did you, your spouse, or dependent chid receive any reportable gitin the reporting period (Le., aggregating more than $308 and not otherwise exempt)? if Yes, Complete and Attach PART V. Each question must be answered and the appropriate PART attached for each “YES” response. @ ———— File this report and any amendments with the Secretary of the Senate, Office of Public Records, Room 232, Hart Senate Office/Building, U.S. Senate, Washington, DC 20510. $200 Penalty for filing more than 30 days after due date. This Financial Disclosure Statement is required by the Ethics in Government Act of 1978, as amended. The statement will be made available by the Office of the Secretary of the Senate to any requesting person upon written application and will be reviewed by the Select Committee con Ethics, Any individual who knowingly and wilfully falsifies, or who knowingly and wilfully fails to fle this report may be subject to civil and criminal sanctions. (See § U.S.C. app. 6, 104, and 18 U.S.C. 1001 Uf this is your FIRST Report: Did you receive compensation of more than '$5,000 from a single source in the two prior years? If Yes, Complete and Attach PART X. semen, |COT ao “ 12007 Triste Option ofthe reviewer Tat the statomonts made in this form ‘are in compliance with Tite | ofthe Ethics in Government Act 4 Signatute of Reviewing Ofieal Date (Month Day. Vent Hagel, Chi PART PAYMENTS TO PAY CHARITABLE ORGANIZATIONS IN LIEU OF HONORARIA Date of Payment Name of Source TREX “Association of American Associations Wash, OC. Address (City, State) EXAMPLE Report the source (name and address), date, and amount of any payment from each source to a charitable organization made in lieu of honoraria to you during the reporting period. Identify the activity (speech, article, or appearance), which generated the payment. For further information, see Instructions. Note: Travel expenses in excess of $305 related to activities giving rise to these payments must be reported in Part VI, Reimbursements, Speech, Article, or Appearance ‘Speech EXAMPLE $1,000 4412512008 XZ Magazine Creighton University (Omaha, NE EXAMPLE ‘Ariclo EXAMPLE 3500, $500 10 a4 2 3 fe A separate, confidential report which names the charitable organization recel such payments must be filed directly with the Select Committee on Ethics. eparing indus Ware Hagei, Charles T PART IIIA. PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES BLOCK A BLOCK B BLOCK C Identity of Publicly Traded Assets Valuation of Assets ‘Type and Amount of income ee eee ete couture Atte cose of reporting period I¥-None (or ess than $201)" Is Checked, no other entry is needed in Blok Cfor that item. This None, oss than $1,003, includes income received or accrued tothe beneft ofthe indvcual Report the complete name of each publicly traded asset held by you, your spouse, or your dependent child, (See p.3, CONTENTS OF REPORTS Part 8 of Instructions) for production of income or investment which: (1) had a value exceeding $1,000 at the Close of the reporting period; and/or (2) generated over $200 in “unearned” Income during the reporting period Include on this PART IIIA a complete identification of each public bond, mutual fund publicly traded partnership interest, excepted investment funds, bank accounts, excepted and qualified blind trusts, and publicly traded assets of a retirement plan, s) TBM Corp. (st) Example: DC, ord |) Keystone Fund x Check the frst colin, Type of Income '$25,000,004 - $50,000,000 ‘Over $50,000,000 Dividends, Rent Excepted Investment Fund None (ortess than $1,001) $4,001 - $76,000 $45,007 - $50,000 ‘$1,000,004 - $5,000,000 '$5,000,004 - $25,000,000 ‘51,000,001 - $5,000,000 "$500,007 ~ $7,000,000 ‘Over $5,000,000 g $60,001 - $100,000, "$100,001 - $250,000, $250,007 - $500,000 ‘Over $1,000,000 (Capital Gains ‘Qualifed Blind Trust 5201 - $1,000 {$1,001 - $2,500 $2,501 - $5,000, 55.00% - $15,000 ‘$75,001 - $50,000 {360,001 - $100,000 {$700,001 - $1,000,000 (Over $1,000,000" Interest ‘Exampe Bam 1|| First National Bank of Omaha (accounts) J | x x 2 | Money Market Fund ‘TD Ameritrade (formerly Waterhouse) _J Lehman IShares Trust (treasury index fund) J Lancaster Cnty NE School District 145 (Bond due 12/01/11) J McCarthy Multi-Cap Stock Fund (mutual fund) MGAMX J Money Market Fund s TD Ameritrade (formerly Waterhouse) ‘McCarthy Multi-Cap Stock Fund (routual fund) MGAMX Ss Bellevue NE G/O RFDG s (bond due 06/15/12) Nebraska City NE (bond due 03/01/2007) s 7 a = Nebraska Pub Pwr. Dist Rev. Gen Ser A (bond due 01/01/14 ) 8 +0) x x x EXEMPTION TEST (e2@ instuctons before martng ort you emited any asset because it meets he tvee-pat tes fr exemption described inte instuctons. please check box tothe right "This category applies only ithe asset sas held independently by the spouse or dependent chad, Ifthe atcat twas ether eld bythe fer or jy hold, use te chor categories of value, as appropri.