Joan Humphrey Lefkow

2007

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 28

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Northwestern University Law School
  • Federal Judges’ Association
  • Washington & Lee University Law School
  • Washington & Lee University Law School; Compensation for lecture/teaching

As filed

U.S. Employees Credit Union, 5S accounts — Int/Div

Ameriprise Brokerage Account IRA

Eaton Vance Group — ae

Credit Suisse Asset Mgmnt — ¥

MFS Family of Funds — A

Oppenheimer Funds — x

Riversource Mutual Funds — ¥ — Buy

Riversource Mutual Funds — Sell

Cash/Money Market — Buy

Ameriprise Brokerage Acct (non-IRA)

Credit Suisse Asset Mgmnt — x

Dreyfus Group — ¥ — Buy

Dreyfus Group — Sell

Dreyfus Group — Buy

Dreyfus Group — Sell

Dreyfus Group — Sell

Eaton Vance Group — A — Sell

Fidelity Advisor Funds

MFS Family of Funds — by — Buy

Oppenheimer Funds — X

Riversource Mutual Funds — we — Sell

Wells Fargo Advantage — ¥ — Buy

Money Mkt/Cash Account — x

Columbia Funds Group — Xe — Buy

Ameriprise Insured Money Mkt/Cash Accent — 3- — Buy

Eaton Vance Group — * — Buy

MFS Family of Funds — X — Buy

Protective Universal Life Insurance**

Law Board (Advisory), Northwestern University Law School

Executive Committee, Board Member, Federal Judges’ Association

Reimbursement — Washington & Lee University Law School — Lexington, Virginia

Income — 10/05/07 — Washington & Lee University Law School; Compensation for lecture/teaching — $2,000

Pertaining to Section VII, Investments and Trusts:

* - The statements have a category called "income." It does not identify the nature of the income as dividends, interest, etc.

** - I have inadvertently omitted on past reports my life insurance policy, which is a universal life policy purchased in 2001. I apparently overlooked this

requirement in the Instruction Manual, which I sincerely regret.

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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Joan Humphrey Lefkow | Frix