Professional Documents
Culture Documents
!. Peril Reporflag (last name, tlvst, middle initial) COFFEY, IOHN L. 4, Title (Artlclc Ill judges indicat~ sctiv~ ~ senior status; rrmglstrate ,ju~ge~ indicate full- or part-tirr~) 2, Court or Organization 7th Circuit Court of Appeals St. Report Typo (check appropriate type) [] Nomination, Date
5b. [] Amended Report 7. Chambcr~ or Offce Address Federal Building - Courthouse Room 619 Milwaukee, ~I 53202 8. On tie bash of the I~formutlom contained It this Report and say modlfleatlon~ pertaining therao, It Is, |m my opinion, in ompliance with applicable laws and regulatious. Revlevdng Officer Date
IMPORTANT NOTES: l~e instrucaons accompanying this form mart be foilowea~ Complete all parts,
checklng the NONE bax for each part where you have no reportable information. Sign on iast pag~
NAME OF ORGANIZATION/ENTITY"
- .:~ .. -: .~
~ ... ~
..1
;..~
~
PARTIES ~ ~S
Milwa~v CounW Pemion Pla~ CiW of Milwa~ Pelion PI~, S~t of Wis~nsin ~ployee Pension PI~
2. and 1982
Explanation: Reporter is a participant in 3 government sponsored pension plans as a result of his ~mployment as Milwauk~ City Attorney, Milwaukee County Circuit Court Judge and Wisconsin Supreme Court Justice.
3. -
Coffey, John L.
Date of Report
DATE
1. 2009
INCOME
2. 3.
4.
B. Spouses Non-Investment Income - If you were married d~rlng any portton of the reporttng year, omplete tl~ section.
(Dollar amount ~ot required except for honoraria)
1. 2009
2. 3. 4.
DATES
LOCATION
:o~v, JO~ U
04/30,~010
1. 2. 3. 4. 5.
3.
5.
FI~CL~L
Pag~ 4 of 10
~UST ADVISO~ ~R C~E S~AP ALL~NCE BE~STE~ ~ GRO~HI BADGER TOB ASST SEC~ BAI~ SHORT ~ BD ~D BE~ ~AWAY ~. B B~LY DJ USB COM~ ~ CA~BEL~RT WI. SCH. DIST. CG~ ~. FO~S ~ CHILTON WI SDS DFA ~ DIMENSIONS SM CAP ~ON MOB~ FEDE~D SE~ ~C. ~ S~. B~ ED. P~. ED. ~. ~l ~S ~GE CAP FORUM F~DS LIB~ ~. HORIZON GA~SVILLE FL UT~S ~VA B B B A A C C A A A A A Di~d~d Di~d Dl~dend Inte~st None None Int~t None Int~est Dividend ~d~ In~t In~t Divid~ None Int~t J L M J K T T T T T Buy 1~15 K K T T Sold B~ 09~2 09/03 L J F K K K J L J T T T T T T Buy Sold Sold 09~ 03/01 09~2 K J A A Buy Buy 0~05 09/03 L J
DISCLOSURE REPORT
Date of Report
Page 5 of 10 [ co~t"~v, Jo~ ~. ~. ~ST~N~ and TRUSTS - ~o=~ ~,~ ~,~o~ a~a~ t~ o/~,, ,~ ~,,~ ~u~ ~ ~ J~o
NONE ~o r~ortable income, ~sets, or ~ansaetio~.)
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18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34.
G~ ELE~C HA~OK~FD ~N~ LOC. P~. SE~ES A I~S ASSETS~GY ~DSON, ~, scH~ ~ELY SM C~ V~ C~SS A LOOMIS SA~S FDS BO~ ~ ~ER SEK ~ M~ C~ ~A~ WI PROM NO~ OH10 ~. ~GH ED, S~ B OPP~IMER ~ BD ~ PIMCO FDS ~CONS~ BOND FD PIMCO DEV LOC M~T PUERTO ~CO ELEC. A~. ~V. KR RO~ T. P~CE C0~. ~S. ~V ~ VAL~ FD ~SS A SPDK ~X FDS S&P B~C
C B C
L L L K K K
B B A A B B A A A B A A A
Int~t Di~nd lnt~t Divid~ In~est ln~t In~est Di~d~d InMr~t Intent Dividend Di~dend Divided
K K L K K J L
K J
T T B~ 09/22 J
I. lncoe~ O.;n Czde.s: 2, Vtlue Co~k~ (S1~ Colurnn~ CI ~ D3} 3. Vt~e Mzh~! Code~ (See Colmm C2)
B ~$1.001 - $2~00 K -$15,001 - $50.000 O ~$500,001 - $1.000,0~0 R -.Cc~ (Real Est~ Oaly) V~
C -~;2,,501 - $~,000 L -$~0.001 o $100,00O PI -$1,000,001 $5,000,000 P4 -Mon~ IEan $50,000,000 S -Azumm.~--nt W ~d
E -$15,001 -
Date ~
~ON ~DS SM CAP V~UE 3M CO ~ A~ ~ ~ ~A~ V~UE V~GU~ F~D ~C. ~ ~ V~GU~ ~D ~C. LONG ~ ~T. VANGUA~ F~D ~C. PROT. WASH, ST. SE~ES D
A B A A A A B
K K J
B~ Sold Sold
J J A
J K
T T
BW
43. REPORTER 44. 45. 46, 47. 48. 49. 50. 51. BAIRD FUNDS - INTER BD FD BARON SELECT FUND BLDRS EMERGING MARKETS CISCO COSTCO WHOLESALE FISERV GENERAL ELECTRIC INTEL CORP. A A C A A None Dividend Dividend None Dividend Dividend Dividend None J K T T Sold Sold 01/16 01,/16 J J A A J T Sold 01/16 J A K T Buy Sold 11/23 ! 1/23 K J A
I. lncotn~ Gain Codrtc (~ Colutram BI and D4) 2. vah~e (3od~ (S~ Coturms Cl and 03) ]. Value Method Coder (S~ Column 122)
A =$1,000 t* ~ F ,,~0.001 $100,000 J -51S,OO0 or" Im N -,$7-S0.001 - $500,t100 P3 =$25.0(30.001. $50,000.000 Q =Appraital U =Beok V~ue
B =$1,00t - $2.500 O -$|00,001 - $| ,000,000 K O =$500,001 o $1,000.000 R ~Cmt (R~I E.~ate Only) V -<Rher
D ,~ 5,00! - $ I ~,000 112 -Mo* t~trt $~.000,,0~3~ P2 ~,000.001. $25,000,000 T ,,~tsh Market
Date of Report
con~v, JOUN L.
0~3012010
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52. 53. IS~SDOWJO~S~ A Di~dcnd Sold 01~8 J A
Di~d~d
54. 55.
56.
None None
Dividend
K K
J
T T
T
Buy Buy
10/09 10/09
K K
57.
58.
M&I BANK
MASS MUTUAL B
None
Interest L T
Sold
01/16
MAITHEWS CHINA FUND MATFHEWS INDIA FUND METAVANTE MITCHELL BANK HOLDING
NORTHWESTERN MUTUAL LIFE
A A
K J J A A
A
B
Dividend
Int~Div.
J
L
T
T
B
B
Dividend
lnt.iDiv.
J
K
T
T
J K
69.
70. 71. 72,
A
A
Dividend
Dividend None
K
K K L
T
T T "T Buy 10/09 K
Divid~l
Dste of Report
04/30/2010
I certify that aD informatlou given above (including Information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any Information not reported was withheld because It met applicable statutory provisions permitting non-disclosure. I further certify that earned Income from outside employment and honoraria and the acceptance of gifts which have been reported are In compllance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILF[ AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)
BE SUII,/ECT TO CIVIL
FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544