Robert Michael Dow jr
2008
Ask Donna
Pull out the substance of this filing.
What was filed
434
investments
1
positions
1
gifts
0
agreements
0
debts
2
reimbursements
0
income
2
spouse income
Named parties
- Harvard Law Society of Illinois
- Mayer Brown LLP
- Federal Judicial Center
- Bailey & Glasser LLP -- self-employed attorney performing contract legal work
- Brumund, Jacobs, Hammel, Davidson & Andreano LLC -- self-employed attorney performing contract legal work
As filed
Northern Trust Bank accounts — Interest
Northern Trust Bank IRA (CD) — Interest
Prudential Individual Retirement Annuity xX) — None
AIM V.1. Global Health Care Fund (X) — Buy (add'l)
AIM V.1. Global Health Care Fund (X) — Buy (add'l)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Buy (add'l)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Buy (add'l)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold (part)
AIM V.1. Global Health Care Fund (X) — Sold
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold
GP GRO Fixed Bond Account (X) — Buy
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Sold (part)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Sold (part)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Sold (part)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
Harris Bank accounts — Interest
GCG Mutual Fund
American Funds Euro Pacific Growth — Int/Div
American Funds Fundamental Investors — Int/Div
American Funds Small Cap World Fund — Int/Div
American Funds Bond Fund of America — Int/Div
American Funds Growth Fund of America — Int/Div
GCG 529 Fund #]
EuroPacific Growth Fund 529A — Int/Div
American Funds New Economy Fund — Int/Div
GCG 529 Fund #2
American Funds Capital World G/1 529A — Int/Div
American Funds Growth Fund of America 529A — Int/Div
GCG 529 Fund #3
New Perspective Fund 529A — Int/Div
American Funds Fundamental Investors 520A — Int/Div
GCG Fund #4 (X)
American Funds SmallCap World Fund 520A — Int/Div
American Funds Capital Income Builder 529A — Int/Div
Podesta HSA Account
I Shares Dow Jones Select Dividend INdex Fund — Int/Div
1Shares TR S&P 500 Index Fund — Int/Div
First Community Bank Common Stock — None
Sauk Valley Community Bank Common Stock — Int/Div
MSIJI, Inc. Common Stock — None
Minnesota Lite: Variable Adjustable Lite Insurance ) — Interest
Travelers: Variable Life Policy — Interest
Northwestern Mutual Life Policy (lll) — Int/Div
MetLife: Universal Life Policy (X) — Interest
Hoskins Group LP --{ ISEN investment partnership
Financial Square Trust Prime Obligation FD Admin CL Fund — Interest
Buffalo Jayhawk China Fund — Int/Div
Alcoa Incorporated — Int/Div
Allstate Corp. — Int/Div
Amgen, Inc. (Y)
Apphed Matenals, Inc — Int/Div
Archer Daniels Midland (Y)
BP PLC ADR — Int/Div
Chevron Corp. — Int/Div
Cincinnati Financial Group — Int/Div
Citigroup Inc. (Y)
Friedman Billings Ramsey A (Y)
General Electric Co. — Int/Div — Buy (add'l)
Glaxo SmithKline Sponsored PLC ADR — Int/Div
Grant Prideco, Inc. (Y)
Whole Foods Mkt Inc. (X) — Int/Div — Sold (part)
Wilmington Trust Corp. (X) — Int/Div
Wrigley Wm Jr. Co. (X) — Int/Div — Closed
Buffalo Intemational Fund #1449 (X) — Int/Div
Frontier Oil Corp. (X) — Int/Div — Buy
Frontier Oil Corp. (X) — Buy (add'l)
Frontier Oil Corp. (X) — Buy (add'l)
Frontier Oil Corp. (X) — Buy (add'l)
Frontier Oil Corp. (X) — Sold (part)
lIco Inc. (X) — Buy
lIco Inc. (X) — Buy (add'l)
Coeur D'Alene Mines Corp. Convertible Note (X) — Interest — Buy
Kraft Foods Inc. A (X) — Int/Div — Buy
Great Plains Energy Inc. (X) — Int/Div — Buy
Great Plains Energy Inc. (X) — Buy (add'l)
Lions Gate Convertible Note (X) — Interest — Buy
Calpine Corp. (X) — Buy
Apache Corp. (X) — Int/Div — Buy
Coca Cola (X) — Int/Div — Buy
Questar Corp. (X) — Int/Div — Buy
Questar Corp. (X) — Buy (add'l)
Newfield Expl Co. (X) — Buy
Northem Trust Bank accounts — Interest
Northemn Trust Bank IRA (CD) — Interest
Prudential Individual Retirement Annuity xX) — None
AIM V.I1. Global Health Care Fund (X) — Buy (add'l)
AIM V.I1. Global Health Care Fund (X) — Buy (add'l)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Buy (add'l)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Buy (add'l)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold (part)
AIM V.I1. Global Health Care Fund (X) — Sold
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Buy (add'l)
AST DeAM Larrge-Cap Value (X) — Sold (part)
AST DeAM Larrge-Cap Value (X) — Sold
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Buy (add'l)
AST Intemational Value (X) — Sold (part)
AST Intemational Value (X) — Sold
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — pan)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — pan)
AST Marsico Capital Growth (X) — Buy (add'l)
AST Marsico Capital Growth (X) — Sold (part)
AST Marsico Capital Growth (X) — Sold
AST PIMCO Total Retum Bond (X) — Buy (add'l)
AST PIMCO Total Retum Bond (X) — Buy (add'l)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Buy (add'l)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Buy (add'l)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Buy (add'l)
AST PIMCO Total Retum Bond (X) — Sold (part)
AST PIMCO Total Retum Bond (X) — Sold
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — pan)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Buy (add'l)
AST T. Rowe Price Natural Resources (X) — Sold (part)
AST T. Rowe Price Natural Resources (X) — Sold
ProFund VP Small-Cap Growth (X) — Buy (add'l)
ProFund VP Small-Cap Growth (X) — Buy (add'l)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Buy (add'l)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Buy (add'l)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold (part)
ProFund VP Small-Cap Growth (X) — Sold
ProFund VP Small-Cap Value (X) — Buy (add'l)
ProFund VP Small-Cap Value (X) — Buy (add'l)
ProFund VP Small-Cap Value (X) — pan)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Buy (add'l)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Buy (add'l)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Buy (add'l)
ProFund VP Small-Cap Value (X) — Sold (part)
ProFund VP Small-Cap Value (X) — Sold
GP GRO Fixed Bond Account (X) — Buy
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Sold (part)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Sold (part)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Sold (part)
GP GRO Fixed Bond Account (X) — Buy (add'l)
GP GRO Fixed Bond Account (X) — Buy (add'l)
Harris Bank accounts — Interest
GCG Mutual Fund
American Funds Euro Pacific Growth — Int/Div
American Funds Fundamental Investors — Int/Div
American Funds Small Cap World Fund — Int/Div
American Funds Bond Fund of America — Int/Div
American Funds Growth Fund of America — Int/Div
GCG 529 Fund #)
EuroPacific Growth Fund 529A — Int/Div
American Funds New Economy Fund — Int/Div
GCG 529 Fund #2
American Funds Capital World G/1 529A — Int/Div
American Funds Growth Fund of America 529A — Int/Div
GCG 529 Fund #3
New Perspective Fund 529A — Int/Div
American Funds Fundamental Investors S29A — Int/Div
GCG Fund #4 (X)
American Funds SmallCap World Fund 529A — Int/Div
American Funds Capital Income Builder 529A — Int/Div
Podesta HSA Account
1Shares Dow Jones Select Dividend INdex Fund — Int/Div
1 Shares TR S&P 500 Index Fund — Int/Div
First Community Bank Common Stock — None
Sauk Valley Community Bank Common Stock — Int/Div
MSJI, Inc. Common Stock — None
Minnesota Life: Variable Adjustable Life Insurance (spouse) — Interest
Travelers: Variable Life Policy — Interest
Northwestern Mutual Life Policy (spouse) — Int/Div
MetLife: Universal Life Policy (X) — Interest
Financial Square Trust Prime Obligation FD Admin CL Fund — Interest
Buffalo Jayhawk China Fund — Int/Div
Alcoa Incorporated — Int/Div
Allstate Corp. — Int/Div
Amgen, Inc. (Y)
Applied Materials, Inc — Int/Div
Archer Daniels Midland (Y) 1
BP PLC ADR — Int/Div
Chevron Corp. — Int/Div
Cincinnati Financial Group — Int/Div
Citigroup Inc. (Y)
Friedman Billings Ramsey A (Y)
General Electric Co. — Int/Div — Buy (add'l)
Glaxo SmithKline Sponsored PLC ADR — Int/Div
Grant Prnideco, Inc. (Y)
Intel Corp. — Int/Div
Kinder Morgan Energy Partners Ltd. P'ship Interest — Distribution
Lilly Eh & Co. — Int/Div
Mentor Corp/Minn. — Int/Div — Sold
Modine Mfg. Co. — Int/Div
Newmont Mining Corp — Int/Div
Pitney Bowes, Inc — Int/Div
Schlumberger, Ltd. — Int/Div — Buy (add'l)
United Technologies Corp. — Int/Div
Veeco Instrs.. Inc., Del. — None — Sold
Johnson & Johnson — Int/Div
Abbott Labs (X) — Int/Div
Boeing, Inc. (X) — Int/Div — Buy
Boeing, Inc. (X) — Buy (add'l)
Conocophilhps (X) — Int/Div
Costco Whsl Corp (X) — Int/Div
DuPont (E I) De Nemours & Co. (X) — Int/Div — Buy
Forest Labs Inc. (X) — None — Buy
Forest Labs Inc. (X) — Buy (add'l)
Kennametal Inc. (X) — Int/Div — Buy
Limited Inc. (X) — Int/Div — Buy
Marathon Oil Corp (X) — Int/Div — Buy
Marathon Oil Corp (X) — Buy (add'l)
Marsh & McLennan Inc. (X) — Int/Div — Sold
Microsoft Corp. (X) — Int/Div
Patterson-Uti Energy Inc. (X) — Int/Div
Pfizer, Inc. (X) — Int/Div — Buy
Royal Dutch Shell PLC-ADR A (X) — Int/Div
Swift Energy Co. (X) — None
Trinity Industries Inc. (X) — Int/Div — Buy (add'l)
Trinity Industries Inc. (X) — Sold
Unit Corp. (X) — None — Buy
US Bancorp (X) — Int/Div
Weatherford Int'l Ltd. (X) — None — Buy (add'l)
Whole Foods Mkt Inc. (X) — Int/Div — Sold (part)
Wilmington Trust Corp. (X) — Int/Div
Wrigley Wm Jr. Co. (X) — Int/Div — Closed
Buffalo Intemational Fund #1449 (X) — Int/Div
Frontier Oil Corp. (X) — Int/Div — Buy
Frontier Oil Corp. (X) — Buy (add'l)
Frontier Oil Corp. (X) — Buy (add'l)
Frontier Oil Corp. (X) — Buy (add'l)
Frontier Oil Corp. (X) — Sold (part)
lco Inc. (X) — None — Buy
lco Inc. (X) — Buy (add'l)
Coeur D'Alene Mines Corp. Convertible Note (X) — Interest — Buy
Kraft Foods Inc. A (X) — Int/Div — Buy
Great Plains Energy Inc. (X) — Int/Div — Buy
Great Plains Energy Inc. (X) — Buy (add'l)
Lions Gate Convertible Note (xX) — Interest — Buy
Calpine Corp. (X) — None — Buy
Apache Corp. (X) — Int/Div — Buy
Coca Cola (X) — Int/Div — Buy
Questar Corp. (X) — Int/Div — Buy
Questar Corp. (X) — Buy (add'l)
Newfield Expl Co. (X) — None — Buy
Director, Harvard Law Society of Illinois
Gift — Mayer Brown LLP — Reception at Standard Club on occasion of investiture 1/11/08 — $4,000.00
Reimbursement — Federal Judicial Center — 1/14 to 1/18/08 — Richmond, VA — Judicial Training — Transportation, meals, hotel
Reimbursement — Federal Judicial Center — 2/25 to 2/29/08 — Washington, DC — Judicial Training — Transportation, meals, hotel
Spouse's income — 2008 — Bailey & Glasser LLP -- self-employed attorney performing contract legal work
Spouse's income — 2008 — Brumund, Jacobs, Hammel, Davidson & Andreano LLC -- self-employed attorney performing contract legal work
1. Please note that I did not file an annual report for 2007 because I served fewer than 60 days on the bench in 2007. I filed a nomination report on 7/19/07.
2. Explanation of certain assets that appeared on 2007 nomination report and do not appear on 2008 annual report:
a. Bank of Oklahoma 401K (items 3-6 of 2007 nomination report): assets distributed upon resignation from partnership at Mayer Brown and placed into
Prudential annuity product (items 3-159 on 2008 annual report).
b. Mayer Brown Partnership Capital Account and Mayer Brown Cash Balance Retirement Plan (items 29-30 of 2007 nomination report): assets distributed upon
resignation from partnership.
3. Explanation of certain assets that appear on 2008 annual report that did not appear on 2007 nomination report:
a. GCG 529 Plan #4 (item 176 of 2008 annual report): new 529 college plan set up for (GP 2ftcr submission of 2007 nomination report
b. MetLife Universal Life Policy (item 188 of 2008 annual report): inadvertently omitted from 2007 nomination report; policy purchased for me by Ell at
age 19; forgot that 1 had it.
4. Other explanatory notes:
a. Items 3-159 pertain to a Prudential annuity product into which I placed money that I previously had invested in the Mayer Brown 401K and partner retirement
accounts. The product has a guaranteed return option, which 1 elected. As a result, as the market fluctuated a great deal over the course of 2008, an algorithm
programmed by Prudential triggered a large number of transactions that had the effect (by October) of transferring all of my assets from the 8 mutual funds into
which the assets initially were placed in December 2007 into a single bond account (GR GRO). Although I have a right to direct the trading to a degree (subject to
the algorithm), I have not done so at any time. All of the transactions reported in this disclosure form were the result of the algorithm triggering activity as the
market precipitously declined in 2008. To simply this process in the future, I have asked my financial advisor to send me the paperwork so that I can opt NOT to
have a self-directed account as of May or June 2009.
b. Items 189-260 pertain to
interest in a
investment partnership.
each own 20% of the shares and are limited partners;
are the general partners. Several of the subitems relating to the Hoskins Group LP were acquired or disposed of between the date of my
nomination report (7/19/07) and the beginning of the reporting period (1/1/08). Items that were disposed of during that time frame are noted with a (Y) but have no
corresponding sale information in column D. Items that were acquired during that time frame are noted with an (X) but have no corresponding purchase
information in column D. As of March 2009, the partnership has divested of all individual stocks and reinvested in mutual funds, which will simplify matters for
my future financial disclosure reports (after 2009).
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.