Mark W. Bennett
2012
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Pull out the substance of this filing.
What was filed
137
investments
0
positions
0
gifts
0
agreements
0
debts
16
reimbursements
3
income
0
spouse income
Named parties
- -t
- -"
- -
- NACDL
- Judicial Education Division of the linois Courts
- Drake University School of Law
- Federal Judicial Center
- Seton Hall University School of Law
- Judicial Education Division of the Ninos Courts
- Drake University Law School
- Alaska Bar Association
- Nevada Federal Public Defender's Office
- Criminal Defeense Lawyers & ABA
- SCE « Fad A SRA i Ss Ea Brandeis Law School
- Arizona State Bar Association
- The Eisenhower Project
- Lowa State Bar Association
- Aspen Publishing
- Seton Hall Law School
As filed
Non-IRA (Fidelity)
ANTX — None
Berkshire Hathaway — None
FBR Focus Fund — None
First Eagle Global Class C — None
Invesco Intl. Small Co, — None
Hennessey Focus Fund ** — None — from line 4)
Permanent Portfolio — None
Surcbeam Corp. — None
Vanguard Index FDS — Int/Div
Vanguard Specialized Portfolios **
WasatchUltra Growth — None — Sold
Rollover IRA (Fidelity)
Berkshire Hathaway — None — Buy
Fidelity Cash Reserves — Int/Div
Fidelity Real Estate Income — Int/Div
First Eagle Global Class € — None — Sold (part)
Iva Worldwide Fund — None — Sold (part)
Iva Worldwide Fund — Sold (part)
Iva Worldwide Fund — Sold (part)
Iva Worldwide Fund — Sold (part)
Leuthold Global Fund Retail Shares — Int/Div — Sold (part)
Leuthold Global Fund Retail Shares — Sold (part)
Leuthold Global Fund Retail Shares — Sold
Oakmark Intemational Small Cap — Int/Div — Sold (part)
Permanent Portfolio — Int/Div — Sold (part)
T. Rowe Price PERSNL Strategy Blanced — None — Sold (part)
T. Rowe Price PERSNL Strategy Blanced — Sold
Wasatch Ultra Growth — None — Sold (part)
Wasatch Ultra Growth — Sold
Miscellaneous Holdings
Jowa College Savings Account -- self - no control ** — None
lowa College Savings Account . . no control ** — None
CKG ACCT; Fidelity, Boston MA — Interest
Wells Fargo Checking Account — Interest
lowa/Nebraska State Bank Checking Account — Interest
REINSURANCE AGREEMT; Ist Colony Life Ins. Co. — None
Belcour Pension Invest V1 — None
LMTD PTRSHIP; Riverfront Ass'n; Des Moines ** — None
LMTD PTRSHIP-Shearson Senior Income Fund ** — None — Closed — -t
LMTD PTRSHIP-Shearson Coast Savings - — None — Closed — -"
LMTD PTRSHIP-Caryle Real Estate — None — Closed — -
RESIDENTIAL LOT; Sioux City, 1A — None — Sold
IRA Fidelity
Amana Mutual Fund — None — Buy
Amencan Century Mid Cap — Int/Div — Buy (add'l)
Blackrock Energy & Resources ** — None — Sold
BMO Small Cap — None — Sold
Berkshire Hathaway Inc DEL CL B ** — None — Buy (add'l)
Berkshire Hathaway Inc DEL CL B ** — Buy (add'l)
Berkshire Hathaway Inc DEL CL B ** — Buy (add'l)
Berkshire Hathaway Inc DEL CL B ** — Buy (add'l)
Direxion Long/Short Global — None — Sold
Fidelity Cash Reserves — Int/Div
Fidelity Japan Smaller Co's — None — Buy
Fidelity Real Fstate Income — Int/Div — Buy (add'l)
Fidelity Real Fstate Income — Buy (add'l)
Fidelity Select Energy — Int/Div — Buy
First Eagle Global Class ** — None — Sold (part)
First Eagle Global Class ** — Buy (add'l)
First Eagle Global Class ** — Sold (part)
First Eagle Global Class C — Int/Div
Harbor International — Int/Div — Buy
Harding Loevner Emerging MRKTS — None — Buy (add'l)
Harding Loevner Emerging MRKTS — Buy (add'l)
Harding Loevner Emerging MRKTS — Sold
Hennessy Japan — None — Buy
ING Russia Fund Class A ** — None — Sold (part)
ING Russia Fund Class A ** — Sold
Invesco International Small Co. CL — Int/Div — Sold (part)
IShares S& P 100 Index Fund ** — Int/Div — Sold (part)
IShares S& P 100 Index Fund ** — Sold (part)
IShares S& P 100 Index Fund ** — Sold
IShares S&P U.S. Preferred Stock ** — Int/Div — Sold (part)
IShares S&P U.S. Preferred Stock ** — Sold
IShares S&P GSCI Commodity ** — None
IShares TR Dow Jones US Tech — None — Buy
IShares TR Dow Jones US Tech — Sold (part)
IShares TR Dow Jones US Tech — Buy (add'l)
IShares TR Dow Jones US Tech — Sold (part)
IShares TR Dow Jones US Tech — Sold
IVA Worldwide Fund — Int/Div — Sold (part)
Mainstray Marketficld Fund — None — Buy
Market Vectors ** — None — Sold (part)
Market Vectors ** — Buy (add'l)
Market Vectors ** — Sold (part)
Market Vectors ** — Sold (part)
Market Vectors ** — Sold (part)
Market Vectors ** — Buy (add'l)
Market Vectors ** — Sold (part)
Market Vectors ** — Buy (add'l)
Market Vectors ** — Sold (part)
Market Vectors ** — Sold
Matthews China Fund — Int/Div
Metzler Payden Euro Emerging Markets — None — Sold (part)
Metzler Payden Euro Emerging Markets — Buy (add'l)
Metzler Payden Euro Emerging Markets — Buy (add'l)
Metzler Payden Euro Emerging Markets — Sold
MFS Emerging Markets** — Int/Div
Oakmark Equity & Income FD — Int/Div
Permanent Portfolio ** — Int/Div
Pimco All Asset Fund — Int/Div — Buy
Proshares — None — Sold (part)
Proshares — Buy (add'l)
Proshares — Buy (add'l)
Proshares — Sold (part)
Proshares — Sold (part)
Proshares — Buy (add'l)
Proshares — Buy (add'l)
Proshares — Buy (add'l)
Proshares — Sold (part)
Proshares — Buy (add'l)
Proshares — Sold (part)
Proshares — Buy (add'l)
Proshares — Sold (part)
Proshares — Buy (add'l)
Proshares — Sold (part)
Robeco Boston Priners — None
Select Sector SPDR + — None — Buy (add'l)
Select Sector SPDR + — Sold (part)
Select Sector SPDR + — Sold
TCW Emerging Markets — Int/Div — Buy
Thornburg Investment Income Builder ** — Int/Div — Buy (add'l)
Vanguard Inflation — Int/Div
Wasatch Intemational Growth — Int/Div — Buy (add'l)
Wasatch Long/Short Fund — None — Buy
Wasatch Microcap — None — Sold
Wasatch Ultra Growth — None — Sold (part)
Wasatch Ultra Growth — Sold
IRA Smith Bamey
Berkshire Hathaway — None — Buy (add'l)
Blackrock Global Fund — None — Sold
Dreyfus Liquid Assets, Inc — None — Matured
Ivy Asset Strategy Fund — None — Sold
Ivy Global Natural Resources — None — Sold
Select Sector SPDR — None — Buy (add'l)
Templeton Global Bond Fund — None — Sold
Reimbursement — NACDL — 1191.21 — Aspen, CO — NACDL Seminar — airfare, lodging, meals
Reimbursement — Judicial Education Division of the linois Courts — 1.30-1.31 — Chicago, IL — Education Conference 2012 — airfare, lodging, meals
Reimbursement — Drake University School of Law — 2,192.20 — Des Moines. IA — Co-teaching law class — mileage, lodging
Reimbursement — Federal Judicial Center — 3.19-3.21 — Charlotte, NC — FIC Jury Workshop — airfare, lodging, meals
Reimbursement — Seton Hall University School of Law — 326-320 — Newark, NJ — Visiting Jurist in Residence — airfare, lodging, meals
Reimbursement — Judicial Education Division of the Ninos Courts — 4.16-4.17 — Chicago, IL — Education Conference 2012 — arfare, lodging, meals
Reimbursement — Drake University Law School — 4.21 — Des Moines, [A — Co-teaching law class — mileage
Reimbursement — Alaska Bar Association — 51.52 — Anchorage, AK — State Judges Conference Bar Convention — airfare, lodging, meals
Reimbursement — & Employment Law Conference — Ny Awl] ST
Reimbursement — Nevada Federal Public Defender's Office — 5.16-5.17 — Las Vegas — Nevada FPD — airfare, lodging, meals
Reimbursement — Criminal Defeense Lawyers & ABA — Seminar on the Federal Sentencing Guidelines — ae w diame Ek ee
Reimbursement — SCE « Fad A SRA i Ss Ea Brandeis Law School — Labor and Employment Law Institute — EL gy TY Yee
Reimbursement — Arizona State Bar Association — 6.21-6.23 — Phoenix, AZ — Arizona State Bar Convention — airfare. lodging, meals
Reimbursement — The Eisenhower Project — 9.30-10.1 — New Orleans, LA — American Judgs Annual Conference — airfare, lodging, meals
Reimbursement — of Labor and Employment Law Confernece
Reimbursement — Lowa State Bar Association — 12.13-12.14 — Des Moines, [A — Federal Practice Seminar — mileage, lodging
Income — 2012 — Aspen Publishing — $4,200.00
Income — 2012 — Drake University Law School — $3.700.00
Income — 2012 — Seton Hall Law School — $2,500.00
Hennessey Focus Fund (line 7) was referred to in the 2011 report as FBR Focus Fund. There was a name change in 2012
Vanguard Specialized Portfolios (line 11) was completely sold in 2011, but inadvertantly left on the report
In response to a letter of inquiry, the lowa College Savings account (line 34) includes a Moderate Growth Portfolio and an Aggresive Growth Portfolio. It is not
age-based,
In response to a letter of inquiry, the Towa College Savings acccount (line 35) includs 4 Moderate Growth Portfolio and an Aggressive Growth Portfolio. Tt is not
age-based
The Limited Partnerships (lines 41-43) were closed in 2012 but the filer does not remember the exact dates -- The filer also does not recall anyone else involved in
the transactions,
Blackrock Energy & Resources (line 50) rolled over from
Smith Barney IRA on 3.21
Berkshire Hathaway (line 52) additional shares were rolled over from
© Smith Barney IRA on 3.21
First Eagle Global Class 1 (line 62 ) rolled over from
Smith Barney IRA on 3.21
ING Russia Fund Class A ( line 71 ) rolled over from
Smith Barney IRA on 3.21
IShares S& P 100 Index Fund (line 74) rolled over from
Smith Barney IRA on 3.21
Ishares S& P Preferred Stock (line 77) rolled over from
Smith Bamey IRA on 3.21
Ishares S&P GSCI Commodity (line 79) was completely sold in 2011, but inadvertantly left on the report
Market Vectors ETF (line 81) additional shares were rolled over from
Smith Bamey IRA on 3.21
MFS Emerging Markets Fund (line 102) rolled over from
Smith Barney IRA on 3.21
Permanent Portfolio (line 104) additional shares were rolled over from
Smith Barney IRA on 3.21
Select Sector SPDR (line 122) rolled over from
Smith Barney IRA on 3.21
Thomburg Investment Income Builder (line 126) rolled over from
Smith Barney IRA on 3.21
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.