G. Michael Halfenger

2012Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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