Lynn S. Adelman
2008
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Pull out the substance of this filing.
What was filed
50
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
2
income
0
spouse income
Named parties
- Georgetown Univ. Law Ctr
- American Constitution Soc
- State of Wisconsin - Pension/Retirement
- State of Wisconsin - Deferred Compensation
As filed
Exxon — Int/Div
Nike — Int/Div
Pfizer, Inc — Int/Div
Royal Dutch Pet. Co. — Int/Div
Nuveen Exempt Trust — Interest — Redeemed
Puerto Rico Bd. Bldg. — Interest — Redeemed
Treasury Invt. Gr. Rep. Series 18 (IRA) — None — Matured
Treasury Invt. Gr. Rep. Series 18 (IRA) — None — Matured
Rental Property - Milwaukee, WI — Rent
Citizen's Bank of Mukwonago — None
Citizen's Bank of Munkowago — Interest
Mutual Savings Bank — Interest
Citizen's Bank of Mukownago — Interest
Citizen's Bank of Mukownago- — None
Mutual Savings Bank — Interest
Business - plant nursery at residence — None
Wells Fargo Mun. Fund — Interest
Puerto Rico 4.875% — Interest — Redeemed
Puerto Rico 5.0% — Interest — Redeemed
Puerto Rico 5.0% — Interest
Puerto Rico 5.0% — Interest — Redeemed
Puerto Rico 5.0% — Interest — Redeemed
Eaton Vance Tax MGD — Int/Div — Sold (part)
Eaton Vance Mut. FDTR — Int/Div — Buy (add'l)
Guam Power Auth. — Interest
Midcap SPDR — Int/Div
Energizer Holdings — None
Alliance Bernstein Small Cap Value IRA — Int/Div
Fidelity New Insight IRA — Int/Div
Fidelity New Insight Sep IRA — Int/Div
Mutual Discovery Sep IRA — Int/Div
Henderson European Focus Fund HFEBX (formerly HFEDX) (IRA) — Int/Div
Savient Pharma — None
Alliance Int'l Growth AWPAX (formerly A WPBX) — Int/Div
Montana State Brd Hs'g — Interest
Puerto Rico G/O Comwlth — Interest
Orange County FL Hs'g Fin. Auth — Interest
San Patricio TX Mun. Water Dist. — Interest
NY State Twy Auth. Hwy — Interest
Puerto Rico Elec Power Auth. — Interest
Peoria AZ Impt Dist — Interest
Bay County FL Sch. Bd. — Interest
FL Hs'g Fin. Corp — Interest
Pimco Total Retum — Int/Div — Buy
Transamerica — None — Buy
Metropolitan Wash DC — Interest — Buy
Elan Corp. — None — Buy
Henderson European Fund — Int/Div
RCB Money Market (x) — Interest
RCB Money Market — Interest
Reimbursement — Georgetown Univ. Law Ctr — 2/25/08 — Washington DC — Attend Fed. Judiciary Day — Hotel, airfare, ground transport, airport parking
Reimbursement — American Constitution Soc — 6/12 to 6/13/2008 — Washington DC — Speak at convention — Hotel, airfare, ground transport, airport parking
Income — 2008 — State of Wisconsin - Pension/Retirement — $19,252.00
Income — 2008 — State of Wisconsin - Deferred Compensation — $12,746.00
Section VII, line 9, rental property, is assessed by the City of Milwaukee at $475,300, with a fair market value of $499,200.
Section VII, line 16, plant nursury at residence, had no income during the reporting period.
Section VII, line 23, had portions sold on 12/22/08, 3/10/08 and 1/2/08.
Section VII, line 32, was erroneously listed as "Henderon" when in fact is "Henderson."
Section VII, line 48, Henderson European Fund, was purchased in 2007 and inadvertently left off of last year's report.
Section VII, line 49, was a non-reportable asset in 2007, as the account balance was $130.
Section VII, lines 49 and 50, are accounts with broker where dividends, proceeds of investments that matured, were redeemed or sold (as disclosed in the
individual investment listings in this report) were deposited during the reporting period.
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.