G. Michael Halfenger

2013Annual

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Pull out the substance of this filing.

What was filed

  • 102

    investments

  • 3

    positions

  • 2

    gifts

  • 3

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Seventh Circuit Bar Association
  • Milwaukee Lawyers’ Chapter of the Federalist Society
  • Milwaukee Youth Symphony Orchestra
  • Foley & Lardner LLP
  • Insolvency, and Creditors’ Rights Section
  • Bankruptcy Judges
  • Bankruptcy, Insolvency, and Creditors’ Rights Section
  • Foley & Lardner LLP partner distribution for FYE 1/31/2013

As filed

Vanguard Target Retirement 2020 Inv — None — Sold

Vanguard Target Retirement 2020 Inv — Sold

Fidelity Contrafund — None — Sold

Fidelity Contrafund — Sold

Vanguard Institutional index — None — Sold

Vanguard Institutional index — Sold

Alger Small Cap Growth 1-2 — None — Sold

Alger Small Cap Growth 1-2 — Sold

Dreyfus/theBoston Co Sm Cap Val — None — Sold

Dreyfus/theBoston Co Sm Cap Val — Sold

Dodge & Cox International Stock — None — Sold

Dodge & Cox International Stock — Sold

DFA International Small Cap Value — None — Sold

DFA International Small Cap Value — Sold

PIMCO High Yield Inst — None — Sold

PIMCO High Yield Inst — Sold

RPC Fund (Foley & Lardner Defined Contribution Plan) — None — Sold

Foley & Lardner Cash Balance Pension Plan — None — Sold

Foley & Lamder Capital Account — Interest — Closed

Allianz NFJ Large Cap Value — Int/Div

Blackrock Equity Dividend — Int/Div

Delaware Select Growth — None

Dodge & Cox Intl Stock — Int/Div

DWS Managed Municipal Bonds — Int/Div

Eaton Vance Tax Managed Value — Int/Div

Franklin Fed Int-Term T/F Inc — None

Fundamental Investors — Int/Div

Harbor Capital Appreciation — Int/Div

Hotchkis & Wiley Mid Cap Val — Int/Div

Invesco International Growth — Int/Div

Invesco Comstock FA CY — Int/Div

Manning & Napier World Opp — Int/Div

MFS Municipal Lim Maturity — Int/Div

Mutual Global Discovery C12 — Int/Div

Neuberger Berman Mid Cap Gr — Int/Div

Pioneer Oak Ridge Sm Cap Gr — Int/Div

T Rowe Price Tax-Ex Mon Mkt — Int/Div

American Fund Tax Exempt Bond — Int/Div

Columbia Acorn International — Int/Div

Eaton Vance Atlanta Cap SMID — Int/Div

Guggenheim Mid Cap Value Fund — Int/Div

MFS Growth Fund C11 — Int/Div

American Balanced Fd Cl A-529 — Int/Div

Capital Income Builder Fd A-529 — Int/Div

New Perspective Fund Cl A-529 — Int/Div

Washington Mutual Investment C1 A-529 — Int/Div

Northern Trust Co — None — Sold

Europacific Growth Fund C1 A — Int/Div — Sold

Fundamental Investors Fund A — Int/Div — Sold

Goldman Sachs Mid Cap Value Cl A — Int/Div — Sold

Washington Mutual Invs Fund C1 A — Int/Div — Sold

JP Morgan Fed Money — Int/Div — Buy

JP Morgan Fed Money — Buy (add'l)

Alger Small/mid cap growth — Int/Div — Buy

Alger Small/mid cap growth — Buy (add'l)

Munder Mid Cap Core Growth — Int/Div — Buy

Munder Mid Cap Core Growth — Buy (add'l)

Ranier mid cap equity — Int/Div — Buy

Ranier mid cap equity — Buy (add'l)

columbia small cap value i — Int/Div — Buy

columbia small cap value i — Buy (add'l)

Delaware US growth — Int/Div — Buy

Delaware US growth — Buy (add'l)

Harbor Capital Appreciation — Int/Div — Buy

Harbor Capital Appreciation — Buy (add'l)

Hotchkis & Wiley Mid Cap Val — Int/Div — Buy

Hotchkis & Wiley Mid Cap Val — Buy (add'l)

T Rowe Price Instl Lrge Cp Gr — Int/Div — Buy

T Rowe Price Instl Lrge Cp Gr — Buy (add'l)

Dodge & Cox Stock — Int/Div — Buy

Dodge & Cox Stock — Buy (add'l)

Fundamental Investors — Int/Div — Buy

Fundamental Investors — Buy (add'l)

Invesco Comstock — Int/Div — Buy

Invesco Comstock — Buy (add'l)

MFS Value — Int/Div — Buy

MFS Value — Buy (add'l)

Artisan Intl Value — Int/Div — Buy

Artisan Intl Value — Buy (add'l)

Euro Pacific Growth Fund C1 F) — Int/Div — Buy

Euro Pacific Growth Fund C1 F) — Buy (add'l)

Mutual Global Discovery C1 Z — Int/Div — Buy

Mutual Global Discovery C1 Z — Buy (add'l)

Oppenheimer Intl Growth — Int/Div — Buy

Oppenheimer Intl Growth — Buy (add'l)

T. Rowe Price Intl Discovery — Int/Div — Buy

T. Rowe Price Intl Discovery — Buy (add'l)

Dodge & Cox Income — Int/Div — Buy

Dodge & Cox Income — Buy (add'l)

JP Morgan Core Bond — Int/Div — Buy

JP Morgan Core Bond — Buy (add'l)

Looms Sayles Inv Grade Bd — Int/Div — Buy

Looms Sayles Inv Grade Bd — Buy (add'l)

SmallCap World Fund Cl A — Int/Div — Buy (add'l)

Invesco Growth & Income Fund A — Int/Div

Nike — Int/Div

EdVest Wells Fargo Moderate Portfolio — Int/Div

Walt Disney — Int/Div

Putnam Multi-Cap Growth Fund-A — None

Northwestern Mutual Whole Life Ins. — None

Oppenheimer Champion Income Fund A — Int/Div

Columbia Marisco Growth — Sold

Second Vice President & First Vice President, Seventh Circuit Bar Association

Director, Milwaukee Lawyers’ Chapter of the Federalist Society

Director, Milwaukee Youth Symphony Orchestra

Gift — Foley & Lardner LLP — mvesthiture recephon — $3,765.27

Gift — Insolvency, and Creditors’ Rights Section

Agreement — 111072013 — Parties: G. Michael Halfenger & Foley & Lardner LLP. Terms: Halfenger's withdrawal from partnership effective 11002013 (see Part VIII)

Agreement — 2000 — Foley & Lardner Defined Contribution Plan ("RPC Fund™), no control

Agreement — 212000 — Foley & Lardner Cash Balance Plan, no control

Reimbursement — Bankruptcy Judges — CH PEIN JU SR LN Conference business meeting

Reimbursement — Bankruptcy, Insolvency, and Creditors’ Rights Section — REE TR sessions, annual section dinner

Income — 2013 — Foley & Lardner LLP partner distribution for FYE 1/31/2013 — $341.000.00

Part 1.

A. Foley & Lardner LLP: withdrew on Junuary 10, 2013

B. Milwaukee Lawyers’ Chapter of Federalist Society: resigned as director January 7, 2013

C. Milwaukee Youth Symphony Orchestra: resigned as director January 7, 2013,

Part II. Foley & Lardner LLP Withdrawal Agreement. Terms: 1. firm's consent to withdrawal on Jan. 10, 2013. 2. Setting of total participation m earnings for

fiscal year ending Jan. 31, 2013. 3. Provide for transition of work to other firm attorneys. 4. Agreement to consult with firm as necessary regarding work und

vents that took place pre-withdrawal, 5. Termination of insurance and benefits programs, except vested rights in pension benefit plans; discontinuation of sharing

in camings after withdrawal date; payment of capital account. 6. Confidentiality of firm proprictary matters. 7. Release of Halfenger by firm. 8, Release of firm by

Halfenger. 9. Acknowledgments and right to revoke.

Part V. Foley & Lardner LLP and the State Bar of Wisconsin's Bankruptcy, Insolvency, and Creditors’ Rights section jointly sponsored a reception after my public

investure.

Part VII: "RPC Fund" is the Foley & Lardner Defined Contribution Plan (no control). Foley & Lardner capital account was cashed out on 1/30/2013. NML Whole

Life insurance value is here listed based on the reported net cash value at lime 100 (it is estimated to have been worth over $50,000 on 12/31/13 based on a 9/13/13

annual report statement listing the value as $48,439.72 and a 6/10/14 online value report of $52,788.49); the initial report misreported the value by including the

Insurance pay-out component.

Part VII (amendmant): all shares of Columbia Marisco Growth (listed on the initial report) were sold on October 17, 2012, outside the 2013 (first annual) report's

reporting period. Shares worth approximately $19,445 were owned m 2012, but sold on that date for a gain of $1,189.60.

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.

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G. Michael Halfenger | Frix