G. Michael Halfenger
2012Annual
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What was filed
53
investments
3
positions
0
gifts
4
agreements
0
debts
0
reimbursements
3
income
0
spouse income
Named parties
- Seventh Circuit Bar Association
- Milwaukee Lawyers’ Chapter of the Federalist Society
- Milwaukee Youth Symphony Orchestra
- Foley & Lardner LLP partner distribution for FYE 1/31/2011
- Foley & Lardner LLP partner distribution for FYE 1/31/2012
- Foley & Lardner LLP partmer distribution for FYE 1/3122013
As filed
Vanguard Target Retirement 2020 Inv — None — Exempt
Fidelity Contrafund — None — Exempt
Vanguard Institutional Index — None — Exempt
Alger Small Cap Growth 1-2 — None — Exempt
Dreyfus/theBoston Co Sm Cap Val — None — Exempt
Dodge & Cox Intemational Stock — None — Exempt
DFA International Small Cap Value — None — Exempt
PIMCO High Yield Inst] — None — Exempt
RPC Fund (Foley & Lardner Defmed Contribution Plan) — None — Exempt
Foley & Lardner Cash Balance Pension Plan — None — Exempt
Foley & Lamder Capital Account — Interest — Exempt
Allianz NF) Large Cap Value — Int/Div — Exempt
Blackrock Equity Dividend — Int/Div — Exempt
Columbia Marsico Growth — Int/Div — Exempt
Delaware Select Growth — None — Exempt
Dodge & Cox Intl Stock — Int/Div — Exempt
DWS Managed Municipal Bonds — Int/Div — Exempt
Eaton Vance Tax Managed Value — Int/Div — Exempt
Franklin Fed Int-Term T/F Inc — None — Exempt
Fundamental Investors — Int/Div — Exempt
Harbor Capital Appreciation — Int/Div — Exempt
Hotchkis & Wiley Mid Cap Val — Int/Div — Exempt
Invesco International Growth — Int/Div — Exempt
Invesco Comstock FA CY — Int/Div — Exempt
Maming & Napier World Opp — Int/Div — Exempt
MFS Mumicipal Lim Maturity — Int/Div — Exempt
Mutual Global Discovery C1 2 — Int/Div — Exempt
Neuberger Berman Mid Cap Gr — Int/Div — Exempt
Pioneer Oak Ridge Sm Cap Gr — Int/Div — Exempt
T Rowe Price Tax-Ex Mon Mkt — Int/Div — Exempt
American Fund Tax Exempt Bond — Int/Div — Exempt
Columbia Acorn International — Int/Div — Exempt
Eaton Vance Atlanta Cap SMID — Int/Div — Exempt
Guggenheim Mid Cap Value Fund — Int/Div — Exempt
MFS Growth Fund C11 — Int/Div — Exempt
American Balanced Fd Cl A-$29 — Int/Div — Exempt
Capital Income Builder Fd A-529 — Int/Div — Exempt
New Perspective Fund Cl A-529 — Int/Div — Exempt
Washington Mutual Investment Cl A-529 — Int/Div — Exempt
Northern Trust Co — Int/Div — Exempt
Europacific Growth Fund C1 A — Int/Div — Exempt
Fundamental Investors Fund A — Int/Div — Exempt
Goldman Sachs Mid Cap Value C1 A — Int/Div — Exempt
Washmgton Mutual Invs Fund CI A — Int/Div — Exempt
SmallCap World Fund Cl A — Int/Div — Exempt
Invesco Growth & Income Fund A — Int/Div — Exempt
Invesco Comstock Fund C1 A — Int/Div — Exempt
Nike — Int/Div — Exempt
EdVest Wells Fargo Moderate Portfolio — Int/Div — Exempt
Walt Disney — Int/Div — Exempt
Putnam Multi-Cap Growth Fund-A — None — Exempt
Northwestern Mutual Whole Life Ins — None — Exempt
Oppenheimer Champion Income Fund A — Int/Div — Exempt
Govemor & Second Vice President, Seventh Circuit Bar Association
Director, Milwaukee Lawyers’ Chapter of the Federalist Society
Director, Milwaukee Youth Symphony Orchestra
Agreement — 111072013 — Parties: G. Michael Halfenger & Foley & Lardner LLP. Terms: Halfenger's withdrawal from partnership effective 11002013 (see Part VIII)
Agreement — 2000 — Parties: G. Michael Halfenger & Foley & Lardner; partnership agreement
Agreement — 2000 — Foley & Lardner Defined Contribution Plan ("RPC Fund®), no control
Agreement — 2010 — Foley & Lardner Cash Balance Plan, no control
Income — 2011 — Foley & Lardner LLP partner distribution for FYE 1/31/2011 — $325.829.00
Income — 2012 — Foley & Lardner LLP partner distribution for FYE 1/31/2012 — S$350.884.00
Income — 2013 — Foley & Lardner LLP partmer distribution for FYE 1/3122013 — $341,000.00
Part Il. Foley & Lardner LLP Withdrawal Agreement. Terms: 1. firm's consent to withdrawal on Jan. 10, 2013. 2. Setting of total participation in earings for
fiscal year ending Jan. 31, 2013. 3. Provide for transition of work to other firm attorneys. 4. Agreement to consult with firm as necessary regarding work and
events that took place pre-withdrawal. 5. Termination of insurance and benefits programs, except vested rights in pension benefit plans; discontinuation of sharing
in camings after withdrawal date; payment of capital account. 6. Confidentiality of firm proprietary matters. 7. Release of Halfenger by firm. 8. Release of firm by
Halfenger. 9. Acknowledgments and right to revoke.
Part VII: "RPC Fund” is the Foley & Lardner Defined Contribution Plan (no control). Foley & Lardner capital account was cashed out on 1/30/2013. Columbia
Marisico Growth was sold during the reporting period,
Amendment: the amendment adds an additional fund to Part VII at line 53. The added fund, Oppenhimer Champion Income Fund A, was purchased
several years ago, and | wus unaware of ownership of it when 1 submitted the original initial report. This second amendment adds this explanation. The first
amendment is identical except it lacks this explanation.
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.