Janet C. Hall

2014Annual

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

  • 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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Janet C. Hall | Frix