Janet C. Hall
2015Annual
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What was filed
83
investments
1
positions
0
gifts
0
agreements
1
debts
3
reimbursements
0
income
1
spouse income
Named parties
- Connecticut Bar Foundation
- Citizens Bank
- Aspen Institute Justice and Society Seminar
- Federal Bar Council
- Self-employed attorney
As filed
Templeton Dragon Fund — Int/Div
Franklin Mutual Quest Fund — Int/Div
Strips-tprp Pmt on 10.625 2015 T) Bond-8/15/2015 — None — Matured
Strips Tint-US Treasury Mat. 11/15/20 — Interest
Vanguard Windsor Il Fund — Int/Div — Buy (add'l)
Mutual Discovery Fund CL2 — Int/Div
Partmership Interest in Whitney-Humphrey Asse. (Note) — None
U.S Savings Bonds — Interest
AXA Equitable Life Ins. Co. (hfe policy) — Interest
Schwab US Treas Money Fund — Interest — Buy (add'l)
Schwab US Treas Money Fund — Buy (add'l)
Schwab US Treas Money Fund — Sold (part)
Schwab US Treas Money Fund — Buy (add'l)
Sound Shore Fund — Int/Div — Buy (add'l)
Westport Select Cap.CL.R — Int/Div — Sold (part)
Westport Select Cap.CL.R — Sold (part)
Citizens Bank — Interest
Artisan Int'l Small Cap Investor — Int/Div
Third Ave. Real Est. Value Fund — Int/Div
Third Ave. Intemational Value Fund — Int/Div
T. Rowe Price Cap. Appreciation Fund — Int/Div — Buy (add'l)
T. Rowe Price Cap. Appreciation Fund — Buy (add'l)
Marsico Growth Fund — None — Sold
Share MSC Canada Index Fund — Int/Div
Fidelity Cash Acct — Interest
Schwab Bank — Interest
Davis NT Venture Fd - A — Int/Div — Sold
Artisan Mid-Cap Value FD — Int/Div — Sold (part)
Dodge & Cox Int'l. Stock — Int/Div — Buy (add'l)
Dodge & Cox Int'l. Stock — Buy (add'l)
Dodge & Cox Int'l. Stock — Buy (add'l)
Dodge & Cox Int'l. Stock — Buy (add'l)
Dodge & Cox Int'l. Stock — Sold (part)
Wells Fargo Advantage Value Fund — Int/Div
Storage Inn Led — Int/Div
Arcadia Wind Farms Energies Ltd — None
T. Rowe Price Group A — Int/Div
Marsico Focus Fund — Int/Div — Sold (part)
Fairholme Fund — Int/Div
Intrepid Small Cap Fund — Int/Div — Sold (part)
Schwab S&P S00 Index Fund — Int/Div — Sold (part)
Schwab US Large Cap ETF — Int/Div
iShares TR Russell 3000 — Int/Div — Sold (part)
Schwab Total Stock Market — Int/Div — Sold (part)
Schwab Total Stock Market — Buy (add'l)
Philips 66 — Int/Div
Greenspring Fund — Int/Div — Sold (part)
Nicholas Il Fund — Int/Div — Sold (part)
Nicholas Lid Edition Fund — Int/Div — Sold (part)
Vanguard Russell 2000 Growth Index Fund IVIWG)Y — Int/Div
Vanguard Russell 2000 Value Index Fund I(VTWV) — Int/Div
Vanguard (REIT) Value Index — Int/Div — Buy (add'l)
Vanguard Russell 3000 Index Fund — Int/Div
Vanguard FTSE Emerging Markets — Int/Div — Sold (part)
CMG Focus Fund — None
CMG Realty Fund — Int/Div — Sold (part)
Schwab Adv. Cash Reserve Prem — Int/Div
Royce Value Fund — Int/Div
TR Price Growth Fund — Int/Div
Vanguard Small Cap Fund — Int/Div — Buy (add'l)
Thomberg Int'l Value Fund — Int/Div
Oakmark Fund — Int/Div — Buy (add'l)
Oakmark Fund — Buy (add'l)
Oakmark Fund — Buy (add'l)
Oakmark Fund — Buy (add'l)
Oakmark Fund — Buy (add'l)
iShares (IWF) Russell 1000 Growth Index Fund — Int/Div — Sold (part)
iShares TR Russell 2000 Growth Index Fund — Int/Div
Schwab US MidCap ETF — Int/Div — Sold (part)
Vanguard Total Stock Market — Int/Div — Buy (add'l)
Harbor Cap Appreciation — Int/Div — Buy (add'l)
iShares S&P S00 Growth — Int/Div
Alphabet Inc — None — Buy
Microsoft Corp. — Int/Div — Buy
Nicholas Fund — Int/Div — Buy
Vanguard Mid Cap — Int/Div — Buy
Vanguard Mid Cap — Buy (add'l)
SunAmerica Focused Div, Strategy — Int/Div — Buy
Harbor International ny — None — Buy
Glenmed. Small Cap. Equity — None — Buy
Vanguard Admiral S&P 500 Value — Int/Div — Buy
Vanguard Value Index — Int/Div — Buy
Director, Connecticut Bar Foundation
Liability — Citizens Bank — Line of Credit
Reimbursement — whoopee fT vy — Bar Council Bench-Bar Conference — ie de dale i J ae te ie a ha
Reimbursement — Aspen Institute Justice and Society Seminar — 7/24/2015 - 7/26/2015 — Long Island , NY — Educational Seminar — Meals and Lodging
Reimbursement — Federal Bar Council — 11/725.2015 — New York, NY — Attend annual Judiciary Thanksgiving Luncheon — Meal
Spouse's income — 2015 — Self-employed attorney
Part VII:
Line 7: Passive income from sub-chapter S corporation
Line 8:
The value was based on a 2012 appraisal, but is higher than the appraised value,
Line 16 (2014 Amended Report): 1 no longer have this money market fund in any account I am required to report on. 1 believe it may have been in an account I no
longer need to report, but I cannot confirm that.
Lines 22, 31 and 35 (2014 Amended Report) No longer need to be reported.
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.