Susan Pierson Sonderby

2011Final

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What was filed

  • 197

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Federal Bar Association - Chicago Chapter
  • ULMER BERNE LLP OF COUNSEL (S)

As filed

Pier Imports Inc — None

Northern Trust Co. accts (includes joint) — Interest

Fifth Third Bank — Interest

Exelon Corp (Common) — Int/Div

Honeywell Int, Inc (Common) — Int/Div

Northern Trust Securities Money Market — Int/Div

Capmark Bank Midvale Utah — Interest — Sold

GMAC Bank Mudvale Utah CD — Interest — Sold

Lakeside Bank Chicago — Interest — Sold

Baird-Money Market — None

Goldman Sachs Trust Small Cap — None — Sold

Blackrock Fund Inflation Protected Bond Port — Int/Div — Sold (part)

Eaton Vance Mut Strategic Income — Int/Div — Sold

JP Morgan Trust Short Duration Bond Fund — Int/Div — Sold

Pimco Total Return Fund — Int/Div — Sold (part)

Pimco Mgmt GNMA — Int/Div — Sold (part)

Templeton Global Bond Fund — Int/Div — Sold (part)

Pioneer Fund (Common) — Int/Div

MFB Northen Fund Stk Index — Int/Div — Sold (part)

Lincoln Way Community (Inherited) — None

MFB Northern Multi-Manager Midcap — Int/Div

MFB Northern Multi-Manager Intl Equity — Int/Div — Sold (part)

MFB NOrthern Multi-Manager - Emerging Mkts Equity — Int/Div — Sold (part)

MFB Northern Funds Short Inter Tax Exempt — Int/Div — Sold

MFB Northern Funds High Yield Municipal — Interest — Sold (part)

MFB Northern Funds Inter Tax Exempt — Interest — Sold (part)

MFB Northern Manager Global Real Estate — Int/Div — Sold (part)

MFC SPDR Gold Trust Gold — None — Sold (part)

Pearl Investment LLC (X) (mmherited) — None

MFO Pimco Funds Pac Invt Mgmt Ser Commodity — Int/Div — Sold (part)

MFB Northern Fund MM — Int/Div

MFC Ishares TR Barclays Tips — Int/Div — Sold

Altria Group Inc — Int/Div

American Movil Series L — Int/Div

Amencan Movil Series A — Int/Div

Archer Daniels Midland — Int/Div — Sold

Arthur J Gallagher & Co — Int/Div

Baxter Intl Inc — Int/Div

Cardinal Health Inc — Int/Div — Sold

Chevron Corp — Int/Div

Clorox Co — Int/Div

Conocophillips — Int/Div

Exelon Corp — Int/Div — Sold

Halliburton Co — Int/Div — Sold

Hasbro Inc — Int/Div

Integrys Energy Group Inc — Int/Div

Intel Corp — Int/Div

Johnson & Johnson — Int/Div

Kraft Foods Class A — Int/Div

Microsoft Corp — Int/Div

Nestle SA SPNSD — Int/Div

Nicor Ing — Int/Div

Occidental Petroleum Comp — Int/Div

Pepsico Inc — Int/Div — Sold

Perkinelmer Inc — Int/Div

Pfizer Inc — Int/Div

Philip Morris Intl Inc — Int/Div

Reynolds American Inc — Int/Div

Snap Om Inc — Int/Div

Telefonos De Mexico Ser A — Int/Div — Sold

Telefonos De Mexico TMX — Int/Div — Sold

Wal-Mart De Mexico Series — Int/Div

Greenhaven Continuous ( X) — Interest

Aberdeen Latin America Equity Fund — Int/Div

Alger Institutional Fund Small Cap — Int/Div

Alliance Bernstein Income Fund — Int/Div

Artisan Fds Inc Small Cap — Int/Div

Artisan Fds Inc Mid Cap -ARTQX — Int/Div

Artisan Mid Cap - ARTMX — None — Buy (add'l)

Blackrock Apex Mumcipal Fund — Int/Div

Columbia Acorn TR — Int/Div

DNP Select Income — Int/Div

Dreyfus High Yield Strategies Fund — Int/Div — Sold

Franklin Tax Free — Int/Div

Harbor Fund Small Cap — Int/Div

Mainstay Funds High Yield — Int/Div — Sold (part)

MFS High Yield Municipal Trust — Int/Div — Sold

Morgan Stanley - Global Real Estate — Int/Div — Sold

Morgan Stanley Instl Real Estate — None — Sold

Nuveen Mult Strategy Income — Int/Div — Sold

Nuveen PremierMunicipal Income — Int/Div — Sold

Pimco Municipal Income — Int/Div — Sold

Pioneer Global High Yield Fund — Int/Div

Price T Rowe High Yield Fund — Int/Div — Sold

Rainier Investment — None

T Rowe Price Intl Emerging Markets — Int/Div — Sold

Templeton Dragon — None — Sold

Templeton Global — None — Sold

Templeton Global Invt — Int/Div — Sold

Thomburg Invt — Int/Div

Permanent Portfolio — Int/Div — Buy

Columbia Energy & Natl — Int/Div — Buy

Franklin Fed TX FR Inc — None — Buy

Frunklin High Yield — None — Buy

GRNHVNCMDTY Index — None — Buy

Ivy Global Nat Res — None — Buy

Rdewrth Seixfltg — Int/Div — Buy

WT Mut FD CRM — None — Buy

WTMUTFD CRM — None — Sold

MFC Flexshares 3yrs — Int/Div — Buy

MFC Flexshares Syrs — Int/Div — Buy

MFC Flexshares Global — Int/Div — Buy

MFB Northern Small Cap — None — Buy

Alliance Bernstemn High Income — Int/Div — Buy

Franklin Strategic — Int/Div — Buy

Hancock John Strategic — Int/Div — Buy

Ishares Trust Barclays — Int/Div — Buy

JP Morgan High Yield — Int/Div — Buy

Lord Abbett IRVT TR — Int/Div — Buy

MFS Ser TR Emerging — Int/Div — Buy

Manager Fund Intermediate — Int/Div — Buy

Oppenheimer Senior — Int/Div — Buy

Price T Rowe — Int/Div — Buy

Accenture Ireland — Int/Div — Buy

Apple Inc — Int/Div — Buy

Canadian Natl Railway — Int/Div — Buy

Chevron Corp — Int/Div — Buy

Laboratory Corp — Int/Div — Buy

MC Cormic & Co — Int/Div — Buy

Nike Inc Class B — Int/Div — Buy

Artisan Intl — Int/Div — Buy

Victory Portfolios — Int/Div

Harms Bank Account — None

Rydex SGI — None

Goeken Group Corp (common) — None

Tesoro — None

Wells Fargo Advantage Funds — None

FPA Cresent Inst! — Int/Div — Buy

Time Share Roval Mayan Villas Cancun — None

Roval Sand Time Share Cancun MX — None

Northern Trust Co (S) — Interest

Federated Prime Obligation (S) — Int/Div — Buy (add'l)

US. Government Securities (S) — Interest

Aberdeen Asia Pacific Inc Fund (S) — Int/Div

Household Finance Corp Note (S) — Interest

1-800 Flowers Com (S) — None

CSX Corp (S) — Int/Div

Norfolk Southern Corp (S) — Int/Div

Union Pacific Corp (S) — Int/Div

Calamos Invt TR New Global Growth (S) — None

Canadian Natl Railway (S) — Int/Div

Henderson Global Equity Income Fund (s) — Int/Div

Hartford Mut FDS Inc Cap Apprec (S) — None

American Express Centurion Bank (S) — Interest

Columbia Funds Marnisco Focused (S) — None

Selected American Shares (S) — Int/Div

Henderson Global FDS Intl Opptys (S) — Int/Div

Baron Asset FD (S) — Int/Div

Discover Financial Sve (S) — Int/Div

Wm Wrigley Jumor Note (S) — None

Allstate Corp {S) (Common) — Int/Div

American Express Co (S) (Common) — Int/Div

Com Products Intl Inc (S) — Int/Div

Lehman Brothers Holding Inc (S) — None

Waste Maanagement Stock (S) — Int/Div

AIM : European Growth Fund (S) — Int/Div

Merill Lynch Bank USA RASP (S) — None

Merill Lynch Retirement Rsvrs (S) — Int/Div — Sold

American Funds: The Investments Co. of America (S) — Int/Div — Sold

American Funds: Washington Mutal Investors Fund (s) — Int/Div — Sold

American Funds: The Income Fund of America (S) — Int/Div — Sold

American Funds : American Balanced Fund S) — Int/Div — Sold (part)

American Funds : Intermediate Bond Fund (Sy — Int/Div — Sold (part)

American Funds US Govt Securities (S) — Int/Div — Sold (part)

Ameriprise Financial Inc (S) — Int/Div

Morgan Stanley Dean Witter Trust (S) — Int/Div

Lord Abbett lnvt TR Convertible Fd (S) — Int/Div

Matthews Intl Fds Asia Pacific Fund (S) — Int/Div

Thnd Ave Value FD (S) — Int/Div

Thomburg Invt Tr Income Builder (S) — Int/Div

Discover Bank (S) — None

Berkshire Hathaway Inc (S) — None

Deere & Co(S) — Int/Div

Kansas City Southern New (S) — None

American Express Credit Corp Note (S) — None

Mansfield TX School Bond (S) — Interest

Columbia Acorn TR Fund (S) — Int/Div

Lord Abbett Invt Tr Floating Rate Fund (S) — Int/Div

Steelpath MLP Funds Trust Alpha CLI (S) — Int/Div

Northern Money Market (S) — Int/Div

Monsato Co New (S) — Int/Div

IVA Fidiciary Trust / IVA Worldwide FD Class 1(S) — Int/Div — Buy

John Hancock Discplined Midcap — Int/Div — Buy

Brown Capital Mgmt Small Co — Int/Div — Buy

Calamos Invest Intl Growth — Int/Div — Buy

Dreyfus Emerging Markets — Int/Div — Buy

Eagle Mid Cap Growth — None — Buy

Fairholme Funds — Int/Div — Buy

Gamco Westwood Mighty Mites — Int/Div — Buy

Ing Real estate — Int/Div — Buy

JP Morgan Emerging Markets — Int/Div — Buy

Lord Abbett Sec Fundamental Equity — Int/Div — Buy

Victory Establish Value — Int/Div — Buy

Wells Fargo Adv Small Cap — Int/Div — Buy

Yacktman — Int/Div — Buy

Aim Invesco Convertible Securities — Int/Div — Buy

Blackrock Global Allocation — Int/Div — Buy

Director, Federal Bar Association - Chicago Chapter

Spouse's income — 51512 — ULMER BERNE LLP OF COUNSEL (S)

Part VII Investments and Trusts

Spouse's assets designated with (S)

Reports were prepared by Computer Accounting Service Inc from formation provided by the Judge and her Spouse.

Part VII, Page 11, Line 124 Security Mgmt Co LLC Name change to Rydex SGI

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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Susan Pierson Sonderby | Frix