Janet C. Hall
2014Annual
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Pull out the substance of this filing.
What was filed
66
investments
1
positions
0
gifts
0
agreements
2
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Connecticut Bar Foundation
- U.S. Dept, Education/Sallie Mae
- Citizens Bank
- Federal Bar Council
- Self-employed attorney
As filed
Templeton Dragon Fund — Int/Div
Templeton Global Small Cos Growth Fund — Int/Div — Sold
Franklin Mutual Quest Fund (Note) — Int/Div — Sold (part)
Strips-tprp Pmt on 10.625 2015 T, Bond-8/15/2015 — Interest
Strips Tint-US Treasury Mat. 11/15/20 — Interest
Vanguard Windsor Il Fund — Int/Div — Buy (add'l)
Vanguard Windsor Il Fund — Sold (part)
Mutual Discovery Fund CL2 — Int/Div
Partnership Interest in Whitney-Humphrey Asse. (Note) — Distribution
US. Savings Bonds — Interest
AXA Equitable Life Ins. Co. (life policy) — Interest
Schwab US Treas Money Fund — Interest
Sound Shore Fund — Int/Div
Westport Select Cap. CL.R — Int/Div
Schwab Value Advantage Money Fund — Interest
Citizens Bank — Interest
Artisan Int'l Small Cap (Note) — Int/Div — Sold (part)
Calamos Growth Fund - A — None — Sold
Third Ave. Real Est. Value Fund — Int/Div — Buy (add'l)
Third Ave. Intemational Value Fund — Int/Div
T. Rowe Price MidCap Growth — Int/Div
T. Rowe Price Cap. App.Fund — Int/Div — Sold (part)
Marsico Growth Fund — Int/Div — Buy (add'l)
Share MSC Canada Index Fund — Int/Div
Fidelity Cash Acct — Interest
Schwab Bank — Interest
Davis NT Venture Fd - A — Int/Div
Artisan Mid-Cap Value FD — Int/Div
Dodge & Cox Int'l. Stock — Int/Div — Buy (add'l)
Vanguard Strategic Equity — Int/Div
Wells Fargo Advantage Value Fund — Int/Div — Sold (part)
Storage Inn Ld — Int/Div
Arcadia Wind Farms Energies Ltd — None
iShares INC MSCI Growth Fund — Int/Div
T. Rowe Price Group A — Int/Div
Marsico Focus Fund — Int/Div
Fairholme Fund — Int/Div
Intrepid Small Cap Fund — Int/Div
Schwab S&P S00 Index Fund — Int/Div
Schwab ETFS - US Large Cap ETF — Int/Div
iShares TR Russell 3000 — Int/Div — Buy (add'l)
Schwab Total Stock Market — Int/Div
Philips 66 — Int/Div
Greenspring Fund — Int/Div
Nicholas 11 Fund — Int/Div — Buy (add'l)
Nicholas Lid Edition Fund — Int/Div
Vanguard Russell 2000 Growth Index Fund — Int/Div
Vanguard Russell 2000 Value Index Fund — Int/Div
Vanguard REIT ETF — Int/Div — Sold (part)
Vanguard Russell 3000 Index Fund — Int/Div — Buy (add'l)
Vanguard Emerging Markets — Int/Div
CMG Focus Fund — None
CMG Realty Fund — Int/Div
Schwab Advantage Cash Reserve Premium — Int/Div
Royce Value Fund — Int/Div
TR Price Growth Fund — Int/Div
Vanguard Small Cap Fund — Int/Div
Thomberg Int'l Value Fund — Int/Div
Oakmark Fund — Int/Div — Buy (add'l)
iShares TR Russell 1000 Growth Index Fund — Int/Div
iShares TR Russell 2000 Growth Index Fund — Int/Div
Schwab US MidCap ETF — Int/Div
Vanguard Total Stock Market — Int/Div — Buy (add'l)
Harbor Cap Appreciation — Int/Div — Buy
iShares S&P S00 Growth (Note) — Int/Div
Director, Connecticut Bar Foundation
Liability — U.S. Dept, Education/Sallie Mae — Student Loan
Liability — Citizens Bank — Line of Credit
Reimbursement — Federal Bar Council — 47302014 — New York, NY — Attend annual Federal Bench/Bar Law Day Dinner — Meal
Reimbursement — Federal Bar Council — 1126/2014 — New York, NY — Attend annual Judiciary Thanksgiving Luncheon — Meal
Spouse's income — 2014 — Self-employed attorney
Part VII:
Lines 3, 18: The gain reported is the total proceeds because the security was purchased a while ago and 1 do not have the records of purchase price.
Line 9: Sub-chapter S corporation.
Line 9: The name of the PC should have been reported on prior reports. This will serve as an amendment to all such prior reports (1997-2013),
Line 10: The value was based on & 2012 appraisal, but is higher than the appraised value.
Line 66: This should have been reported m 2012 & 2013. Bought 9/27/12 - Value J.
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.