James S. Gwin
2006
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Pull out the substance of this filing.
What was filed
49
investments
2
positions
0
gifts
1
agreements
0
debts
8
reimbursements
0
income
0
spouse income
Named parties
- Austin-Bailey Charitable Foundation
- Foy Loe
- U.S.District Court, N.D. Ohio
As filed
IBM common stock (IBM) — Int/Div
Galaxy mutual funds — Int/Div
Berkshire Hathaway common stock (BRKA) — Int/Div
Merrill Lynch money market fund — Int/Div
T.Rowe Price Mid-Cap Mutual Fund (RPMGX) — Int/Div
Fidelity Contra Fund, mutual fund (FCNTX) — Int/Div
Lord Abbett MidCap Fund, mutual fund (LAVSZ) — Int/Div
Davis New York Venture Fund, mutual fund (NYVTX) — Int/Div
General Electric, common stock (GE) — Int/Div
Exxon (XOM) — Int/Div
Camco Financial Corp., common stock (CAFD) — Int/Div
Heinz, common stock (HNZ) — Int/Div
Pfizer, common stock (PFE) — Int/Div
Briston Myers, common stock (BMY) — Int/Div
Coming, common stock (GLW) — Int/Div — Sell
Time Wamer, AOL, common stock (TWX) — Int/Div — Sell
Cisco, common stock (CSCO) — Int/Div
Walt Disney Co., common stock (DIS) — Int/Div
Lucent Technologies, common stock (LU) — Int/Div — Sell
Microsoft Corp., common stock (MSFT) — Int/Div
Farmers National Bank, common stock (FMNB) — Int/Div
Intel Corporation, common stock (INTC) — Int/Div
Schwab Money Market Fund — Int/Div — Purcha/sale
BB & T Corp., common stock (BBT) — Int/Div
Citigroup, common stock (C) — Int/Div
Chevron Texaco Co., common stock (CVX) — Int/Div
Washington Mutual, common stock (WM) — Int/Div
Ishares Russell 1000 Value (IWD) — Int/Div — Buy
Ishares Russell 1000 Value (IWD) — Buy
IShares Russell 2000 Value (IWN) — Int/Div — Buy
IShares Russell 2000 Value (IWN) — Sell
Shares S&P Global Healthcare Index Fund — Int/Div — Buy
(IX)
IShares S&P Global Healthcare Index Fund axn j — Sell
iShares Dow Jones U.S. Financial Sector Index (IYF) — Int/Div — Buy
iShares MSCI EAFE Index (EFA) — Int/Div — Buy
iShares MSCI EAFE Index (EFA) — Buy
iShares MSCI EAFE Index (EFA) — Sell
iShares MSCI EAFE Value Index (EFV) — Int/Div — Buy
iShares Momingstar Large Value Index (JKF) — Int/Div — Buy
Conoco Phillips — Int/Div — Buy
Federal Home Loan Bank Bonds — Interest — Buy
Federal Home Loan Bank Bonds — Sell
Federal Home Loan Bank Bonds — Sell
Thrift Savings Plan Common Stock Index Fund — Int/Div — Buy
Templeton Dragon Fund — Int/Div — Buy
Fpa Capital Fund (FPPTX) — Int/Div — Buy
Morgan Stanley Asia Fund (APF) — Int/Div — Buy
Brazil Fund (BZF) — Int/Div — Sell
Trustee, Austin-Bailey Charitable Foundation
5., Foy Loe
Agreement — Atretirem — STATE OF OHIO PUBLIC EMPLOYEE RETIREMENT SYSTEM. RIGHT TO RETIREMENT BENEFITS
Reimbursement — U.S.District Court, N.D. Ohio — Reimbursement for travel expenses to attend Information Technology Committee meeting Charleston, South Carolina. (12/4 - 12/6/06) $1,186.91
Reimbursement — U.S.District Court, N.D. Ohio — Reimbursement for travel expenses to sit as a visiting judge with Sixth Circuit Court of Appeals. (10/30 - 10/31/06) $1,187.10.
Reimbursement — U.S.District Court, N.D. Ohio — Reimbursement for travel expenses to attend Information Technology Committee meeting in Coeur d'Arlene, Idaho. (6/4 - 6/6/06) $2,203.69
Reimbursement — U.S.District Court, N.D. Ohio — Reimbursement for travel expenses to attend Sixth Circuit Conference in Detroit Michigan (5/17 - 5/19/06) $595.35
Reimbursement — U.S.District Court, N.D. Ohio — Reimbursement for travel expenses to attend Federal Judicial Center District Court workshop in Arlington, Virginia. (5/2 - 5/4/06) $1,178.89
Reimbursement — U.S.District Court, N.D. Ohio — Reimbursement for travel expenses to sit as a visiting judge with the Sixth Circuit. (4/18 4/19/06) $781.01
Reimbursement — U.S.District Court, N.D. Ohio — Reimbursement for travel expenses to attend Judicial Conference Infromation Technology Committee meeting in Washington. (1/18/06) $663.05
Reimbursement — U.S.District Court, N.D. Ohio — Reimbursement for travel expenses to attend MDL Conference in West Palm Beach, Florida (1/9 - 1/11/06) $939.58
Regarding
mmon stock, in March 3, 2005,
eceived restricted stock grants that totally vest in 2008. Under a later contract, certain
value regarding these
ts in 2006. The valuation given this reflects the value of the restricted stock grant though the stock vests on the third anniversary of
od
the grant. In addition,
ercised certain earlier granted options during 2006. .
Regarding the investment in the Vanguard Fund, this investment is made through an employer 401 plan sponsored at LS The yearly statutory
maximum is met in the first quarter although we do not lmow the exact dates of purchase.
Regarding the Thrift Savings Plan Common Stock Index Fund, this investment is made through an employer 401 plan sponsored by the U.S. Courts. Deductions
are made monthly to fund this investment.
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.