Transcript
FOR CALENDAR YEAR 2009
!. Peril Reporflag (last name, tlvst, middle initial) COFFEY, IOHN L. 4, Title (Artlclc Ill judges indicat~ sctiv~ ~ senior status; rrmglstrate ,ju~ge~ indicate full- or part-tirr~) 2, Court or Organization 7th Circuit Court of Appeals St. Report Typo (check appropriate type) [] Nomination, Date
0 u.s.c, app. §§ 10¢-110
3. Date of Report 04/~0/2010 6. Reportlug Period 01/01/2009 12/31/2009
5b. [] Amended Report 7. Chambcr~ or Offce Address Federal Building - Courthouse Room 619 Milwaukee, ~I 53202 8. On tie bash of the I~formutlom contained It this Report and say modlfleatlon~ pertaining therao, It Is, |m my opinion, in ompliance with applicable laws and regulatious. Revlevdng Officer Date
IMPORTANT NOTES: l~e instrucaons accompanying this form mart be foilowea~ Complete all parts,
checklng the NONE bax for each part where you have no reportable information. Sign on iast pag~
I. POSITIONS. O~o~or~s ~,~n~,t o~ ,~ r~, ~-t3 of fd~ng im~ructlonx.)
[] NONE (No reportable positions.) POSITIO~
1.
NAME OF ORGANIZATION/ENTITY"
- .:~ ¯ .. -: .~
~ ... ~
~
:
NONE ~o reportab& a~eemen~.) ~
I. 1954, 1978
..1
;..~
~
PARTIES ~ ~S
Milwa~v¢ CounW Pemion Pla~ CiW of Milwa~ Pelion PI~, S~t¢ of Wis~nsin ~ployee Pension PI~
2. and 1982
Explanation: Reporter is a participant in 3 government sponsored pension plans as a result of his ~mployment as Milwauk¢~ City Attorney, Milwaukee County Circuit Court Judge and Wisconsin Supreme Court Justice.
3. -
Coffey, John L.
FINANCIAL DISCLOSURE REPORT
Page 2 of l0
I
Name of Person Reporting
Date of Report
0~/30~0X0 i co~Y, JOHN L
A. Flier’s Non-Investment Income NONE (’No reportable non-investment income.)
DATE
1. 2009
SOURCE AND TYPE
Judicial Retirees & Surv. - U.S. Courts; Milwaukee County, City of Milwaukee, State of Wisconsin Pensions
(.youn, not spouse’s) $263,617.00
INCOME
2. 3.
4.
B. Spouse’s Non-Investment Income - If you were married d~rlng any portton of the reporttng year, omplete tl~ section.
(Dollar amount ~ot required except for honoraria)
D
NO~i~ (No reportable non-investment income.) DATE ,~;OURCE AND TYPI~
Self-Employed artist-painter
1. 2009
2. 3. 4.
IV. REIMBURSEMENTS _ t,,,~ron, ao~, to~v~s.[oo,~ o~,n~,,e~
(Includ~ those to spouse and dependent children; see pp. 25-27 of filing instructiottr.)
NONE (No reportable reimbursements.) SOURCE
I. 2. 3. 4. 5.
DATES
LOCATION
~
ITEMS PAID OR PROVIDED
F[NABIClAL DISCLOSURE REPORT Page 3 of 10
:o~v, JO~ U
04/30,~010
~
NONE ~o r~ortable g~s.) ~ DESCRI~IQN
1. 2. 3. 4. 5.
~
NONE ~o reportable liabiliti~.) C~DITOR DESC~PTION
3.
5.
FI~CL~L
Pag~ 4 of 10
~PORT ~/~O~OlO ] co~, ~o~ ~. ]
NONE ~o reportable income, assets, or ~ansactions.)
~ ~fion of~ 0) B. ~e d~g (2) C. Gro~ ~l~ ~ ~d O) (2) 0) D. T~tiom ~ng ~ng (2)
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17.
~UST ADVISO~ ~R C~E S~AP ALL~NCE BE~STE~ ~ GRO~HI BADGER TOB ASST SEC~ BAI~ SHORT ~ BD ~D BE~ ~AWAY ~. B B~LY DJ USB COM~ ~ CA~BEL~RT WI. SCH. DIST. CG~ ~. FO~S ~ CHILTON WI SDS DFA ~ DIMENSIONS SM CAP ~ON MOB~ FEDE~D SE~ ~C. ~ S~. B~ ED. P~. ED. ~. ~l ~S ~GE CAP FORUM F~DS LIB~ ~. HORIZON GA~SVILLE FL UT~S ~VA B B B A A C C A A A A A Di~d~d Di~d Dl~dend Inte~st None None Int~t None Int~est Dividend ~d¢~ In~t In~t Divid~ None Int~t J L M J K T T T T¯ T Buy 1~15 K K T T Sold B~ 09~2 09/03 L J F K K K J L J T T T T T T Buy Sold Sold 09~ 03/01 09~2 K J A A Buy Buy 0~05 09/03 L J
DISCLOSURE REPORT
Namg of Pe~on Repo~t~mg
Date of Report
Page 5 of 10 [ co~t"~v, Jo~ ~. ~. ~ST~N~ and TRUSTS - ~o=~ ~,~ ~,~o~ a~a~ t~ o/~,, ,~ ~,,~ ~u~ ~ ~ J~o
NONE ~o r~ortable income, ~sets, or ~ansaetio~.)
~ of~ (~ ~ ~) Pl~ "~" ~ ~h ~ ex~~gl~ ~e d~n8 ~~ ~ v~ue st ~ of ~ ~ T~t~ ~ ~in8
04/30n0~0
O)
~o~t ~el
(2)
~ (~.g~, ~.,~
o)
V~u¢ ~e2
(2)
Va~ Me~
(t)
T~ (e.g., ~y,~ll,
(2)
~ Im~ V~e
(3)
C~e2
(4)
G~n C~el Id~W of b~/~llm
18. 19. 20. 21. 22. 23. 24. 25. 26. ’27. 28. 29. 30. 31. 32. 33. 34.
G~ ELE~C HA~OK~FD ~N~ LOC. P~. SE~ES A I~S ASSETS~GY ~DSON, ~, scH~ ~ELY SM C~ V~ C~SS A LOOMIS SA~S FDS BO~ ~ ~ER SEK ~ M~ C~ ~A~ WI PROM NO~ OH10 ~. ~GH ED, S~ B OPP~IMER ~ BD ~ PIMCO FDS ~CONS~ BOND FD PIMCO DEV LOC M~T PUERTO ~CO ELEC. A~. ~V. KR RO~ T. P~CE C0~. ~S. ~V ~ VAL~ FD ~SS A SPDK ~X FDS S&P B~C
C B C
~nd ~d~d ln~S None
L L L K K K
T T T T T U Sold 09/03 J A Buy 09~ K
B B A A B B A A A B A A A
Int~t Di~nd lnt~t Divid~ In~est ln~t In~est Di~d~d InMr~t Intent Dividend Di~dend Divided
K K L K K J L
T T T T T T T Sold 09/03 J B~ 09~2 J Buy 09a2 K
K J
T T B~ 09/22 J
I. lncoe~ O.;n Czde.s: 2, Vtlue Co~k~ (S1~ Colurnn~ CI ~ D3} 3. Vt~e M©zh~! Code~ (See Colmm C2)
A -$1,000 w ~ t -$1J,000 o~ I¢~ N -~250,001 - $500,0~30 P3 - $2.~,000,001 - $50,000,1X~ Q -AI~ U -Boe~ Valu~
B ~$1.001 - $2~00 K -$15,001 - $50.000 O ~$500,001 - $1.000,0~0 R -.Cc~ (Real Est~ Oaly) V~
C -~;2,,501 - $~,000 L -$~0.001 o $100,00O PI -$1,000,001 ¯ $5,000,000 P4 -Mon~ IEan $50,000,000 S -Azumm.~--nt W ~d
D -$5,0)! - $15,000 M "$100,00l - $250,000 P2 ~$~,000,001. $25,0~0,000 T ~ Matka
E -$15,001 -
FINANCIAL DISCLOSURE REPORT
Page 6 of 10 cor’rxY, JorI~ t. 04/3012o10
VII. INVESTMENTS and TRU S TS - ~,,~,.,., ,~,,., ~,.,o~o,~ a.d.,~,-, t~.
~ NONE ~o reportable income, ~se~, or ~a~actions.)
~ B. C. D.
P~ "~" a~ ~ ~ ex~ ~ ~or ~
O) ~o~t C~e I (A-~
(2) ~ (e.g., div., rent, ~ int,)
0) Va~e C~e 2 (J-P)
(2) Value Me~ C~e 3 (~ T T T
T~ (e.g., buy, ~IL ~d~i~)
Date ~
VaMe C~e 2 (I-P)
Gain C~e I (A-[0
Iden~ of buy~/~ll~ (if~ ~tJon)
JS. 36. 37. 38. 39. 4~. 41. 42.
~ON ~DS SM CAP V~UE 3M CO ~ A~ ~ ~ ~A~ V~UE V~GU~ F~D ~C. ~ ~ V~GU~ ~D ~C. LONG ~ ~T. VANGUA~ F~D ~C. PROT. WASH, ST. SE~ES D
A B A A A A B
Diddend Dialed Int~ M~ ~t~t Intent ln~t
K K J
B~ Sold Sold
09~2 09103 0311 09/03
J J A
J K
T T
BW
J
43. REPORTER 44. 45. 46, 47. 48. 49. 50. 51. BAIRD FUNDS - INTER BD FD BARON SELECT FUND BLDRS EMERGING MARKETS CISCO COSTCO WHOLESALE FISERV GENERAL ELECTRIC INTEL CORP. A A C A A None Dividend Dividend None Dividend Dividend Dividend None J K T T Sold Sold 01/16 01,/16 J J A A J T Sold 01/16 J A K T Buy Sold 11/23 ! 1/23 K J A
I. lncotn~ Gain Codrtc (~ Colutram BI and D4) 2. vah~e (3od~ (S~ Coturms Cl and 03) ]. Value Method Coder (S~ Column 122)
A =$1,000 t* ~ F ,,~0.001 ¯ $100,000 J -51S,OO0 or" Im N -,$7-S0.001 - $500,t100 P3 =$25.0(30.001. $50,000.000 Q =Appraital U =Beok V~ue
B =$1,00t - $2.500 O -’$|00,001 - $| ,000,000 K O =$500,001 o $1,000.000 R ~Cmt (R~I E.~ate Only) V -