G. Michael Halfenger
2013Annual
Ask Donna
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.