Stefan R. Underhill

2003

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

  • 14

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • WP insurance Trust
  • I Trust #2
  • WN Trust #3
  • WR Trust #4
  • WR Trust #5
  • Raymond E. Baldwin Chapter, American Inns of Court
  • Day, Berry & Howard. LLP
  • Board of Education, Bridgeport, CT; salary
  • 0 Thee mmm mE

As filed

Fidelity Equity-Income (IRA) — Int/Div — None

Fidelity Equity-Income 11 (IRA) — Int/Div — None

Fidelity Contrafund (IRA) — Int/Div — None

Fidelity Balanced (IRA) — Int/Div — None

Artisan International Fund — Int/Div — None

Legg Mason Value Trust — None — None

Reynolds Opportunity Fund — Distribution — None

WR Insurance Trust — None — None

American Century Ultra — Int/Div — None

American Century Target Maturities — Distribution — None

Vanguard Star Fund — Int/Div — None

Pepsi Common Stock — None — None

Northwestern Mutual whole life and 65 life policies — None — None

Connecticut Teachers’ Retirement Board (vested pension) — None — None

Trustee, WP insurance Trust

Trustee

Trustee, I Trust #2

Trustee, WN Trust #3

Trustee, WR Trust #4

Trustee, WR Trust #5

President, Raymond E. Baldwin Chapter, American Inns of Court

Reimbursement — Day, Berry & Howard. LLP — Legal services

Spouse's income — 2003 — Board of Education, Bridgeport, CT; salary

Spouse's income — 0 Thee mmm mE

Part Vii:

- Assets listed in Part VIi include assets held by @@luusts identified in Part I.

- Line 8: Assets of {fll insurance trust consist of three insurance policies.

- Line 13: Northwestern Mutual life insurance policies were purchased before I became a judge and should have been listed on all prior financial

disclosure reports.

- Line 14: Connecticut Teachers' Retirement Board pension first vested during 2003 and therefore was not subject to reporting in prior financial

disclosure reports.

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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Stefan R. Underhill | Frix