Lynn S Adelman Financial Disclosure Report For 2009
Lynn S Adelman Financial Disclosure Report For 2009
Title (Arlicle II1 judges indicate active or semor s~alus; magistrale judg~-~ indicate ~11- or part-time)
2. Court or Organization Eastern District of Wisconsin 5a. Report Type (check appropriate type)
Nominaion,
Dat~
~b. ~ Amended R~pon 7. Chambers or Office Address 517 E. Wisconsin Ave. ~n. 36~ Milwaukee. WI 53202 8. On lh basis of Ihe inform~lion contained In ~his Reporl ~nd ~ny modifications perlainlng lherelo, it is, in my opinion, in compliance with applicable laws and regulations. R~viewing O~cer
I31POR TANT NOTES: The instructions accompanying this form must be follo~,ed. Complete all parts. checking the NONE box for each part wbere you have no reportable information. Sign on la~t page.
l. POSITIONS. (Reporting individual o~(r; see pp. 9-13 of filing i ....... ions.)
[] NONE (No reportable positions.) POSIT1ON
I.
NAME OF ORGANIZAT|ON/ENTITY
3.
-.-
0 ~
Adelman, Lynn S.
Date of
Page 2 of 9
I Adelman, LynnS.
5,;10/2010
A. Filers Non-Investment Income NON E OVo reportable non-investment income.) DATE 1. 2009 2. 2009 3. 4. S~OURCE AND TYPE State of Wisconsin - Pensioa:Retirement State of Wisconsin - Deferred Compensation INCOME (yours, not spouses) $19,383.00 $81.82
2. 3. 4.
DATES
4/20-2112009
LOCATION
Chicago, IL
PURPOSE
Particlpaled m seminar
3. 4. 5
Adelman, Lynn S.
5/102010
V. GIFTS. ~t,,,t,,a,.~ a,,,~e t,, ,p ...... a dependent children; see pp. 2g-31 of filing instru,tion.r.)
NONE 6~ repotable
~URCE
I. 2.
DESCRIPTION
VALUE
3.
4. 5.
[~
I. 2. 3.
4.
5.
Page 4 of 9
i. 2.
Exxon
Dividend
1 T
A B
Dividend Dividend
K K
3.
T T
4. 5.
A E
Dividend Rent
J N
~ 6. ! 7. I 8~ 19. 10.
I I. !2.
Citizens Bank of Mukwonago Citizens Bank of Munkowago Mutual Savings Baok Citizens Bank of Mukownago Citizens Bank of Mukownago
Mutual Savings Bank A
K K K 3 J
K J
T T T T T
T W
13
14 15.
B
A C
Interest
Imcrcst Dividend
K
J M
IT T
16. 17.
C C
Dividend Interest
N K
T T
Dale of Report
I
NONE (No reportable income, assets, or transactions.)
-] q C. Gross value at end i of repoaing period Value . Code 2 (J-P) Value Method Code 3 (Q-W) Type t* g., buy. sell, ~ redcmpnon) t D Transaclioas during repo~ing period
5t10/2010
to,,, ....... ~o., (Includes those of sp ........ d depend .... hildren; Seepp. 34-60 of filit,g instructions,)
" .........
18. 19.
Midcap SPDR
Dividend
T T
Energizer Holdings
None A Dividend
20 21.
Alliance Bemstein Small Cap Value IRA Fidelity New lnsight 1RA
K K
T T
A A
Dividend Dividend
22. t23.
Fidetity New nsigtu Sop IR..~, Mutual Discovery Sop IRA Henderson European Focus Fund HFEBX ( fom~erly }!FEDX) (IRA) Saviem Pharma
K K L
T T T
A B
24.
25. ] 26.
06.,24,09 07.~29/09
.1 J
[
27. 28. Alliance InIl Growth AWPAX ~tbnnedy AWPBX) Montana State Brd Hsg Puerao Rict~ G/O Comwlth Orange Count). Ft, IIsg Fin Auth.
(par*)
Donated A A 13 Dividend J
29. 30 31 32.
K K K
A A
02/03/09 08/04/09
3 J
33.
13 B
Interest
T T
Interest
o.. of R~pon
Page 6 of 9
VI I. INVESTMENTS and TRUSTS - i ........
[I nae~,.~., Ly,,n S.
,~,,,, t ....... ions lnch des hose o]sp ...... d dependent children; seepp. 34-60 of filing
5/~0~0~ 0
NONE (No reportable income, assets, or transactions.) Description of Assets (including trust asset~) Place "|X)" after each asset exempt |rom prior disclosure Income during reporting period Amount I Type ~e g, Code I div.. rein, (A-H) : er inL) Gross value at end of repotling period Value Code 2
(J-P)
35. 36. 37. : 38. I 39. 140. 41. 42. 43. 44. 45. 46. 47. 48. 49 50. 51.
Pue~o Rico Elec Power Auth. Peoria AZ Impt Dis[ Bay County FL Sch. Bd. FL Hsg Fin. Coq~.
C B B B
L L K K
Pirnco Total Return Trartsamerica Metropolitan Wash DC Elan Corp. Henderson European Fund RBCMoney Market RBC Money Market Gilead Scinece (GILD) Kirby W.P. Carny Herderson (HFEBX) Genessee C%, MI
Dividend None
K J
T T Matured 1001!09 K A
Interest None J T
A A B
Dividend Interest Interest None None None J L J .! K J K "F T T T T T T Buy Buy Buy Buy Buy 619/09 I I/!9/09 1/19/09 07/24/09 I/I 8/09 J J K J K
Dividend None
I~ ....
f Person Reporting
]1 Adelman, Lynn S.
VII. INVESTMENTS and TRUSTS - i ......... ~ ............ io,, a,c~,,~,, ,~o,~ o/~p ........ ~ ~,~,.~,., ~,,~,,.;.,~, p;. ~.~o ot~i,g i ....
NONE (No reportable income, assets, or tranvactions.)
[~scription of Assets (includtng lm~t assds) Pl~c "(X)" ~ftcr each asse~ cxen)pt from prior d)sdosure
~ ......
t~
Transactions durl~g reporfng pc~od Date [ Val,Je Gain ,mmid~yy Code 2 Code I ~ ~ (I-P) ~ (A-H)
~ .....
52.
None
T T
Bt~y Buy
I I/I 8,;09
~3.
None
I 1il809 1
A -$1,ra)O o{ less
B =$1.DOI - $2,.~00
C =$2,501 . ~,5,{)00
D =$5,001 . $15,000
Dae of Repo~
s/~o/2o~o
[ adelm~n, Lynn S.
Page 9 of 9
IX. CERTIFICATION.
S.
l Da~, of Report
5110,2010
I certify that al information given above (incloding information pertaining In my spouse and minor or dependen! children, if ~ny) is accurate, true, and complete to the best of my know edge and belief, and thai any Information not reported was withheld because II met applicable provisions permitling non-disclosure. I furlhcr certify thai earned income from outside cmploymenl and honoraria and the acceptance of gif/s which have been reported arc in compliance wi~h the provision~ of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Jndicial Conference regulations.
Signature
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS TO FILE Tills REPORT MA~ BE SUBJECT TO CIVIL AND CRIMINAL SANCI-IONS (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