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Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. 101-111)
7. Chambers or Office Address 517 E. Wisconsin Ave., Rm. 364 Milwaukee, WI 53202
8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations.
Reviewing Officer Date
IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts,
checking the NONE box for each part where you have no reportable information. Sign on last page.
2. 3. 4. 5.
Adelman, Lynn S.
III. NON-INVESTMENT INCOME. (Reporting individual andspouse; seepp. 17-24 of filing instructions.)
A. Filers Non-Investment Income
~
2. 3. 4.
B. Spouses Non-Investment Income - If you were married during any portion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
SOURCE
1. 2. 3. 4. 5.
DATES
LOCATION
PURPOSE
V. GIFTS. anciudes those to spouse and dependent children; see pp. 28-31 of filing instructions.)
NONE (No reportable gifts.)
SOURCE
1. 2. 3. 4. 5.
DESCRIPTION
VALUE
VI. LIABILITIES. ancludes those of spo.se a.d dependent children; see pp. 32-33 of filing instructions.)
NONE (No reportable liabilities.) CREDITOR
1. 2. 3. 4. 5.
DESCRIPTION
VALUECODE
FINANCIAL DISCLOSURE REPORT Page 4 of 9 VII. INVESTMENTS and TRUSTS - income, value, transactions (Ineludes
those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)
Identity of buyer/seller
(if private
transaction)
Exxon Nike Pfizer, Inc. Royal Dutch Pet. Co. Rental Property - Milwaukee, Wisconsin Citizens Bank of Mukwonago Citizens Bank of Mukwonago Mutual Savings Bank Citizens Bank of Mukwonago Mutual Savings Bank Business - plant nursery~ Wells Fargo Mun. Fund Puerto Rico 5.0% Eaton Vance Tax MGD Eaton Vance Mut. FDTR Guam Power Auth. Midcap SPDR
A A B A E
K K K J N K K K 3 K J K K N N K L
A A A A
B A C C C A
t. Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (see Columns C 1 and D3) 3. Value Method Codes (See Column C2)
A -$1,000 or less F =$ 50,001 - $100,000 J 3515.000 or less N =$250,001 - $500,000 P3 =$25,000,00] - $50,000.000 Q =Appraisal U =Book Valuc
B =$L001 - $2,500 G =$100,001 - $1,000,000 K =$15,001 $50,000 O -$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H I -$1,000,001 - $5,000,000 L =$50,001 - $100,000 PI =$I,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =M ore than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
VII. INVES T MENTS and TRU S TS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (2) (O Type (e.g., Amount Code 1 div., rent, (A-H) or int.) C. Gross value at end of reporting period (1) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) (1) Type (e.g., buy sell, redemption) D. Transact ons dur ng reporting period (2) Date mm/dd/yy (3) (4) Value Gai~ Code 2 Code 1 (J-p) (A-H) (s) Identity of buyer/seller (if private transacuon)
18.
19. 20. 21.
Energizer Holdings
Alliance Bemstein Small Cap Value IRA Fidelity New lnsight IRA Fidelity New Insight Sep IRA A A A
None
Dividend Dividend Dividend
J
L K K T T
22.
23. 24. 25. 26~ 27. 28. 29. 30.
A
B
Dividend
Dividend None
K
L
T
T Sold Sold 09/20/10 09/21/10
J J
Montana Staet Brd Hsg Puerto Rico G/O Comwlth Orange County FL Hsg Fin. Auth.
A B A
K K K
K K
Interest
NY State Twy Auth. Hwy. Puerto Rico Elec PowerAuth. Peoria AZ lmpt Dist.
Bay County FL Sch. Bd.
B C B
B
L M L
K
T T T
T
1. Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (Scc Column C2)
A =$!,000 or less F =$50,001 - $ 100,000 J =$15,000 or less N $250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$1001001 - $ t ,000,000 K =$15,001 - $ 50,000 O=$500,001-$1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H I =$1,000,001 - $5,000,000 L =$50,001 - $100,000 P 1 =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5;000,001 " $25,000,000 T =Cash Market
E =$15,001- $50,000
VII. INVESTMENTS and TRU S TS - inco,,e, volue, transactions anctuaes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" aRer each asset exempt from prior disclosure B. Income during reporting period (1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.) C. Gross value al end of reporting period (1) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) (1) Type (e.g., buy, sell, redemption) D. Transactions during reporting period (2) (3) (4) Date Value Gain mm/dd!yy Code 2 Code 1 (J-P) (A-H) (5) Identit~ of buyer/seller (if private transaction)
35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51.
Interest
J J
Pimco Total Return Transamerica Elan Corp. Henderson European Fund RBC Money Market RBC Money Market Gilead Scinece (GILD) Kirby (KEX) W.P. Carey (WPC) Henderson (HFEBX) Genessee Cty MI Pima Cty AZ Go Bonds Puerto Rico Pub Bldg Auth Linn Energy (LINE) AB Global Bond Fund (ANAGX)
K J J J K L J K K J K K K K J
T T T T T T T T T T T T T
Sold (part)
11/24/10
A A A
B A A B B B
Buy Buy
09/20/10 09/21/10
K J
1. Income Gain Codes: (See Colunms B I and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$!i000 o[ less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $1,000,000 K ~$15,001 - $50,000 O =$500,001 - $ 1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$1,000,001-$5,000,000 L =$50,001 - $100,000 P I -$ I ;000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5~000,000 M =$1~0,001 - $250,000 P2 =$5;000,001 - $25,000,000 T =Cash Market
E =$ t 5,001 - $50,000
VII. INVESTMENTS and TRUSTS - income, value, transactions (Intrudes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)
~-] NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust ass6ts) B. Income during reporting period (1) (2) Amount Type (e.g:, Code 1 div., rent, (A-H) or int.) C. Gross value at end of reporting period (1) (2) Value Value Code 2 (J-P) Method Code 3 (1) Type te.g., buy, sell; redemption) D. Transactions during reporting period (2) (3) Date Value mm/dd/yy Code 2 (J-P)
(4)
Gain Code 1 (A=H)
(5)
Identity of buyer/seller (if private transaction)
(Q-W)
52. AB Global Bond Fund (ANAGX) None J T
Buy
09/20/10
1. Income Gain Codes: (See Columns BI and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50 001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H1 =$t,000,001 - $5,000,000 L =$50,001 - $ 100,000 PI =$t,000,001 , $5,000;000 P4 =More than $50,000,000 S =Assessment W ~Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250~000 P2 =$5,000,001 ~ $25,000,000 Y =Cash Market
E =$15,001 - $50,000
I certify that all information 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 compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544