Thomas Lamson Ludington
2009
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What was filed
244
investments
5
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- R. M. Gerstacker Foundation
- Saginaw Valley State University Foundatioos ~
- 8 5X Albion College -T F ™
- ERY, Thomas L. Ludington Foundation S= A hi
- ms or >» S
- George Mason University School of Law
- Federal Court Salary
As filed
Chemical Bank & Trust (checking & savings) — Interest
Dow Chemical Employees Credit Union — Interest
TD Amentrade Money Market — Interest
Memill Lynch Money Market — Interest
Amgen Stock — Int/Div
Covance Stock — Int/Div
Coming Stock — Int/Div
IBM Stock — Int/Div
Quest Diagnostics Stock — Int/Div
Chemical Financial Stock — Int/Div
Petoskey MI Condo — None
Am Cent Real Est (Dow Savings Plan) KKL 401K — None
Fidelity Contrafund (Dow Savings Plan) KKL 401K — None
Fidelity Diversified Intl (Dow Savings Plan) KKL 401K — None
Growth Equity (Dow Savings Plan) KKL 401K — None
Interest Income Fund (Dow Savings Plan) KKL 401K N — None
Vanguard Convertible Sec (Dow Savings Plan) KKL 401K — None
Vanguard Global Equity (Dow Savings Plan) KKL 401K. — None
SSgA Stable Value - State of Michigan 457 Plan (TLL) — None
SSgA Stable Value - State of Michigan 401K plan (TLL) — None
PIMCO Total Return - State of Michigan 401K plan (TLL) — None
MFS Total Return - State of Michigan 401K plan (TLL) — None
Dodge and Cox Stock - State of Michigan 401K plan (TLL) — None
Lord Abbett Mid-Cap Value A; State of Michigan 401K (TLL) — None
RidgeWorth Funds - State of Michigan 401K (TLL) — None
American Funds Europacific Gr - State of Michigan 401K (TLL) — None
Chemical Bank Savings - FBO #1 — Interest
Federated Balanced (CFC) - FBO #1 — Int/Div
MI Edu Savings Program - FBO #1 — None
Chemical Bank Savings - FBO #2 — None
MI Edu Savings Plan - FBO #2 — None
Schwab Money Market — Interest
Alger Hith Sci Fund — None
Canadian Tire Corp 'A — Int/Div — Sold (part)
Canadian Tire Corp 'A — par)
Canadian Tire Corp 'A — Sold (part)
FBR Gas Uul Index Fund — Int/Div
FBR Small Cap Fund — Int/Div
Fidelity Slct Portf Fund — Int/Div
First Eagle Overseas A Fund — Int/Div — Sold (part)
First Eagle Overseas A Fund — Buy (add'l)
Franklin Templeton — None — Sold
General Dynamics, Inc — Int/Div
J B Hunt Transport Svsc — None — Buy (add'l)
J B Hunt Transport Svsc — Sold
Johnson Controls, Inc — None — Sold
L-3 Communications, Inc — Int/Div
Lowes Companies, Inc — None — Sold
Mendian Value Fund — Int/Div — Buy (add'l)
Mendian Value Fund — Sold (part)
MFS Utilities Fund — None
Royce Low-Priced St Fund — None — Buy (add'l)
Royce Low-Priced St Fund — Sold (part)
Seligman Comm Fund — None — Sold (part)
United Health Group, Inc — None — Sold
Vanguard Energy Fund — Int/Div — Buy (add'l)
Vanguard Energy Fund — Sold (part)
Vanguard Spc Hlth Fund — None — Buy (add'l)
Amcent: Intl. Disc Fund — None — Sold (part)
Amcent: Intl. Disc Fund — Sold
Dodge & Cox Intl Stock Fund — Int/Div — Sold (part)
Dodge & Cox Intl Stock Fund — Sold (part)
Julius Baer Intl Eqty (now Artio Intl Eqty Fund A) — None — Sold
MEFS Intl New Discovery A Fund — None — Sold (part)
MEFS Intl New Discovery A Fund — Sold (part)
Morgan Stanley Inst Inti Real Estate Fund — None
T Price Media & Tel Fund — None — Sold (part)
T Price Media & Tel Fund — Sold (part)
T Price Media & Tel Fund — Sold (part)
ATCO Lid Class 1 — Int/Div — Sold (part)
ATCO Lid Class 1 — Buy (add'l)
ATCO Lid Class 1 — Sold (part)
Bank of Nova Scotia — Int/Div — Buy (add'l)
Bank of Nova Scotia — Sold (part)
Bank of Nova Scotia — Sold (part)
Petro-Canada — Int/Div — Sold (part)
Petro-Canada — Sold
Power Financial Comp — Int/Div — Sold (part)
Shoppers Drug Mart Corp — Int/Div — Sold (part)
Shoppers Drug Mart Corp — Buy (add'l)
Suncor Energy Inc — None — Sold (part)
Suncor Energy Inc — Sold
Harris Cap PFD — Int/Div
Permian Basin Royalty Tr — None — Buy (add'l)
Permian Basin Royalty Tr — Sold (part)
Permian Basin Royalty Tr — Buy (add'l)
Permian Basin Royalty Tr — Buy (add'l)
Cenovus Energy Inc — Int/Div — from line 89)
EnCana Corp — Int/Div — Buy
EnCana Corp — Sold (part)
Sabine Royalty Trust — None — Buy (add'l)
San Juan Basin Royalty — None — Sold (part)
San Juan Basin Royalty — Sold
Magellan Midstream — None — Sold (part)
Magellan Midstream — Sold (part)
Magellan Midstream — Buy (add'l)
NuStar Energy — None — Sold (part)
NuStar Energy — Buy (add'l)
Plains All American Pipelines — None — Sold
Sunoco Logistics Partners — None — Sold (part)
Sunoco Logistics Partners — Buy (add'l)
Sunoco Logistics Partners — Buy (add'l)
AMB Property — None — Sold
C & S Realty Fund — Int/Div — Buy (add'l)
C & S Realty Fund — Buy (add'l)
Energy Transfer Partners — None — Buy
Entertainment Pptys Tr — Int/Div — Buy (add'l)
Entertainment Pptys Tr — Buy (add'l)
Health Care Ppty Inv, Inc — Int/Div — Sold (part)
Health Care Ppty Inv, Inc — Buy (add'l)
Home Properties of NY — None — Sold (part)
Home Properties of NY — Buy (add'l)
Home Properties of NY — Buy (add'l)
Prologis — None — Sold
SL Green Realty — Int/Div — Sold (part)
SL Green Realty — Buy (add'l)
SL Green Realty — Sold (part)
Weingarten Realty Inv — Int/Div — Sold
Thomburg Intl Value Fund — Int/Div — Sold (part)
Thomburg Intl Value Fund — pan)
American Gen Fin - Bond 12/15/11 — Interest
American Gen Fin - Bond 6/15/10 — Interest
American Gen Fin - Bond 6/15/09 — None — Matured
Bank Georgia CD 2/17/09 — Interest — Matured
BerkshireHathaway- Bond 8/15/13 — None — Buy
Caterpillar Fin - Bond 2/15/09 — None — Matured
Caterpillar Fin - Bond 7/15/10 — Interest
Caterpillar Fin - Bond 7/15/12 — Interest
Dayton OH - Bond 10/01/09 — Interest — Matured
Fairfax Cnty VA - Bond 6/01/09 — Interest — Marured
GE Capital Corp-Bond 11/14/14 — None — Buy
John Hancock - Bond 2/15/12 — Interest
Lehman Bank - Bond 1/18/12 — None
Meimnll Lynch -Bond 3/15/11 — Interest
NSur Elec Co - Bond 5/15/10 — Interest
NStar Elec Co-Bond 5/15/10 — None
PPG Industries - Bond 8/15/09 — Interest — Matured
Principal Life - Bond 6/15/2012 — Interest — Sold
Protective Life - Bond 7/15/10 — Interest
Puerta Rico-Bond 8/1/11 — Interest — Buy
Rhode Island - Bond 10/01/09 — Interest — Matured
Sweden Kingdom - Bond 4/1/09 — None — Matured
Lehman Bros Bank CD 12/7/09 — None — Matured
Lelunan Bros Bank CD 12/7/09 — Interest — Matured
General Motors Acc - Bond 5/15/09 — Interest — Matured
Household Finance - Bond 12/15/11 — Interest
HSBC- Bond 7/13/12 — Interest
HSBC - Bond 7/15/12 — None
Anchor Life Policy — None
Trust Mark Life Policy — None
Indianapolis Life Policy — None
MetLife Policy — None
Oakmark Equity & Income Fund — None — Buy
Oakmark Equity & Income Fund — None — Sold (part)
Oakmark Equity & Income Fund — None — Sold
Capmark Bank CD 7/23/12 — None — Buy
Discover Bank CD 9/24/13 — Interest — Buy
GE Capital Fin CD 9/18/12 ij — None — Buy
GE Moncy Bank CD 11/20/12 — None — Buy
Goldman Sachs Bank CD 11/19/13 — None — Buy
Goldman Sachs Bank CD 12/17/13 — None — Buy
Wachovia Bank CD 9/30/}3 — None — Buy
Westernbank CD 11/20/14 — Interest — Buy
Westernbank CD 11/20/14 — None — Buy
Wright Express Fin CD 12/15/09 — None — Buy
Wright Express Fin CD 12/15/09 — Sold
Firstbank Puerto Rico CD 10/22/09 — None — Buy
Boardwalk Pipeline Partners — None — Buy
Boardwalk Pipeline Partners — Sold
Royce Penn Mutual Fund — Int/Div — Sold (part)
Schwab Money Market - FBO #1 — None
FBR Small Cap Fncl Fund - FBO #1 — Int/Div — Sold (part)
First Eagle Overseas A Fund-FBO#1 — Int/Div — Buy
First Eagle Overseas A Fund-FBO#1 — Sold (part)
Magellan Midstream - FBO #1 — Int/Div — Sold (part)
Seligman Comm Fund - FBO #1 — None — Sold (part)
SL Green Realty - FBO #1 — None — Sold
MEFS Intl New Discovery A Fund - FBO #1 — Int/Div — Sold (part)
Stratton Sm Cap Value Fund-FBO#1 — None — Buy
Stratton Sm Cap Value Fund-FBO#1 — Buy (add'l)
Stratton Sm Cap Value Fund-FBO#1 — Sold (part)
Thomburg Intl Value A Fund - FBO #1 — Int/Div — Sold (part)
William Blair Intl Gr Fund - FBO #1 — None — Sold
Morgan Stanley Inst Intl Real Est - FBO #1 — Int/Div — Sold (part)
Morgan Stanley Inst Intl Real Est - FBO #1 — Sold (part)
ATCO Lid Class 1 - FBO #1 — Int/Div — Sold (part)
Petro-Canada FBO #1 — None — Sold
Power Financial Corp - FBO #1 — Int/Div — Sold (part)
American Gen Fin - Bond 5/15/10-FBO#1 — Interest
Caterpillar Fin - Bond 2/15/11-FBO#1 — Interest
Harris Cap - FBO #1 — Int/Div
C&S Realty Inc A Fund - FBO #1 — Int/Div — Sold (part)
Home Properties of NY-FBO#1 — None — Sold
Cenovus Energy-FBO#1 — Int/Div — from tine 202)
EnCana Corp-FBO#! — Int/Div — Buy
Firstbank Puerto Rico CD-FBO#1 7/11/13 — Interest — Buy
GE Money Bank CD-FBO#1 12/13/10 — Interest — Buy
St Bank of India, NY,CD-FBO#1 9/26/12 — Interest — Buy
Wachovia Bank CD-FBO#1 8/15/13 — Interest — Buy
Westermnbank CD-FBO#1 11/20/14 — Interest — Buy
Ft. Walton Def Bond-FBO#1 6/15/12 — None — Buy
Schwab Money Market Fund - FBO #2 — None
FBR Small Cap Fncl Fund - FBO #2 — Int/Div
Meridian Value Fund - FBO #2 — Int/Div
Seligman Comm Fund - FBO #2 — None
Vanguard Energy Fund - FBO #2 — Int/Div
MFS Intl New Discovery A - FBO #2 — Int/Div
Thomburg Intl Value A - FBO #2 — Int/Div
Wilham Blair intl Gr Fund - FBO #2 — None — Sold
ATCO Ltd Class I - FBO #2 — Int/Div
Power Financial Corp - FBO #2 — Int/Div
Honeywell Intl Inc - Bond/FBO #2 8/1/09 — None — Matured
Stratton Small Cap Value Fund-FBO#2 — None — Buy
Merrill Lynch Bond - FBO #2 3/29/11 — Interest
Miami Dade Cnty - FBO #2 4/1/10 — Interest
Bac Cap Tr II - FBO #2 — Int/Div — Sold
Sabine Royalty Tr- FBO #2 — Int/Div
Magellan Midstream - FBO #2 — Int/Div — Sold (part)
C & S Realty Fund - FBO #2 — Int/Div — Buy (add'l)
Weingarten Realty - FBO #2 — None — Sold
Sabine Royalty Trust - FBO #1 — Int/Div
Alger Hith Sci Fund - FBO #1 — None
JB Hunt Transport Svsc - FBO #1 — None — Sold
MFS Uubties Fund - FBO #]) — Int/Div — Sold (part)
T Rowe Price Fincl Srvc Fd - FBO #1 — Int/Div
T Rowe Price Fincl Srvc Fd - FBO #1 — Buy (add'l)
Royce Penn Mutual Fund - FBO #1 — None — Sold
Alger Hlth Sci Fund - FBO #2 — None
First Eagle Overseas A Fund-FBO#2 — Int/Div — Buy
T Rowe Price Fine! Srvc Fd - FBO #2 — Int/Div
GE Money Bank CD-FBOK2 10/9/13 — Interest — Buy
Royce Penn Mutual Fund-FBO#2 — None — Seld
AFLAC Inc — Int/Div
Columbia Vlue & Rst Fun — None — Sold
Landstar Systems Inc — None — Sold
T Rowe Price Fincl Srve Fund — Int/Div — Sold (part)
AvalonBay Communities Inc — Int/Div — Buy (add'l)
AvalonBay Communities Inc — Buy (add'l)
AvalonBay Communities Inc — Buy (add'l)
Essex Property Trust — Int/Div — par)
Essex Property Trust — Sold
Archer Dan Midland Bond semi 4/15/11 — None
Bankers Trust Bond semi 10/15/11} — None
Oregon State Bond maty 6/1/12 — None
Director, R. M. Gerstacker Foundation
Director, Saginaw Valley State University Foundatioos ~
Trustee, 8 5X Albion College -T F ™
Director, ERY, Thomas L. Ludington Foundation S= A hi
S, ms or >» S
Reimbursement — George Mason University School of Law — November 6-12,2009 — Arlington, VA — Conference — Air travel, ground transportation
Income — 2009 — Federal Court Salary — $165,000.00
1. Deleted all assets from 2008 report that had been sold or matured.
2. Line 146 Changed maturity date from 2/15/11 ta correct date of 12/15/11 on Household Finance Bond.
3. Line 193 should be listed as FBO#1 for American Gen Fin bond.
4. Line 194 should be listed as FBO# | for Caterpillar Fin Bond.
5. Line 199 should be listed as FBO#1 for Home Prop of NY.
without the FBO#1.
6. Deleted Line 210 from 2008 report of Royce Penn Mutual Fund due to reported again on Line 236 in the 2009 report. This was orginially reported in error
7. Deleted Line 245 from 2008 report of C&S Realty Rund FBO#2 due to already reported on Line 229 on the 2008 report or Line 227 on the 2009 report.
8. Deleted Line 255 from 2008 report of Royce Penn Mutual Fund due to already recorded on Line 173 on the 2009 report.
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.