William Duffin
2013Initial
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Pull out the substance of this filing.
What was filed
40
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
4
spouse income
Named parties
- Godfrey & Kahn, S.C
- Capital One Master Card
- Darrell A. Francis, SC--wages
- Copoulos Dental SC--wages
As filed
BMO Harms Bank accounts — Int/Div — Exempt
Edvest 529 plan
Age-Based Option 18 & Over — Int/Div
Age-Based Option 15 & Over — None
Northwestern Mutual Adjustable Comp Life — None
IRA #)
Allianzgi NFJ Dividend Value Fund Class A — None
American Century Diversified Bond Investor Class — None
Brown Capital Management Small Company Fund Institutional Class — None
Columbia Acorn International FundClass R4 — None
Delaware Emerging Markets Fund (Institutional Class) — None
Fidelity Advisor Mid Cap 11 Fund Class — None
Fidelity Advisor New Insights Fund Class 1 — None
Harbor Bond Fund Institutional Class — None
The Oakmark International Fund Class — None
The Oakmark International Small-Cap Fund — None
John Hancock Disciplined Value Mid Cap Fund Class A — None
MFS International Growth Fund Class — None
MFS Value Fund Class — None
Northern Small Cap Value Fund — None
PIMCO Income Fund Class P — None
PIMCO Commodities Plus Strategy Fund Class P — None
Principal High Yield Fund Class A — None
T Rowe Price Real Estate — None
Scout International Fund — None
Templeton Global Bond Fund Advisor Class — None
Dodge & Cox Income Fund — None
Harbor Real Return Fund Institutional Class — None
American Funds — None
AMCAP Fund A — None
The Income Fund of America — None
The Bond Fund of America — None
Fundamental Investors — None
Estate #1 — None
BMO Harms Bank
Godfrey & Kahn, S.C. 401(k) Retirement Plan
BMO Growth Balanced Fund — None
T Rowe Price Growth Stock Fund — None
BMO Diversified Stock Fund — None
Columbia Mid Cap Value Fund — None
Sharcholder--1/1/13 through 3/15/14, Godfrey & Kahn, S.C
Liability — Capital One Master Card — Credit Card
Spouse's income — 2013 — Darrell A. Francis, SC--wages
Spouse's income — 2013 — Copoulos Dental SC--wages
Spouse's income — 2012 — Darrell A. Francis, SC--wages
Spouse's income — 2012 — Copoulos Dental SC--wages
Immediately before commencing my employment as a US Magistrate Judge, | transferred money from a 401(k) account that 1 held at my former employer
(Godfrey & Kahn) into an IRA managed by Northwestern Mutual. The long, laundry-list of mutual funds that I have listed in Part VII are those which
Northwestern Mutual just recently deposited my former 401(k) monies into. I'm showing no income earned from those funds because | just a few days before
beginning employment put my money in those accounts, 1 have identified the value of those investments in column C of part VIL T have listed the four funds that
my money was in while with the Godfrey & Kuhn 401(k) Retirement Plan as requested in the November 25, 2014 letter to me. The values listed in Column C
were as of March 31, 2014. Shortly thereafter those monies were transferred to the Northwestern Mutual IRA referenced above.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.