Report Required bv the Ethics in Go; emment Act of 1978 Rev FOR CALENDAR YEAR 2009 r5 USC. aw. IOI-I I Ii FINANCIAL DISCI.
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1 Neff, Janet T. AOJO FNANCAL DSC.OSURE REPORT Report Requred bv the Ethcs n Go; emment Act of 1978 Rev FOR CALENDAR YEAR 2009 r5 USC. aw. O-. Persn Reportng Oast name. frst. mddle ntal) Court or Organ:t.aton Neff. Janet T. US Dstrct Court Western Dstrct of :vchgan 6/5/2010 Ttle (Anck fl judges mfate- actve or senor statu:-.: magstrate judges ndkate full or pm1 tme) US D,trct Judge. "tve status 5a. Report Type leht>d approprat type D Nonunaton 0;1fe D ntal [{ Annual O Fna Sb D Amended Repnrt 6. Reportng Perod 01/01/2009 to 12/31/ Chamber.; or Offce Addrc.s 0 Mc-hgan St NW Sute 402 Grand Rapds. Mchgan On the bass of the nformalon contaned n ths Report and an) modfcatons pertanng thereto,. t s. n my opnon. n complam:c wth appleabk laws and regulatons. Revewng Offcer Date H1ORTANT NOTES: The nstmctons accompanyng ths fonn must be followed. Complete all parts, check11g lle NONE box.for each part where you have no reportable nformaton. Sgn on last page.. POST 0 NS. rreporrng ndvdual on(y; s<e pp <f flnfl nstruchons.) [Z NONE (No reportable postons.) POSTON NAME OF ORGA:-ZATlON/ENTTY J. AGREEMENTS. (Reportng ndvdual only: see pp. J.1-16 of flng nstructons.) [.. NONE (No reportable agreements.) :--.-- c::: c; PARTES AND TERMS < = z )> w.. rn 0 rn < fyl CJ. 989 Mchgan Judges Retrement System - Penson upon Retrement from Mchgan Coun of Appeals 3_
2 Fl ANCAL DSCLOSURE REPORT Page2of7 Name of Person Reportng Neff, Janet T. 6/ UL N 0 N-NVESTl\ENT JN CO ME. (Reporlng ndvdual and spouse; see pp of flng nstructons.) A. Flers Non-nvestment ncome D NONE (No reportable non-nvestment ncome.) SOURCE AND TYPE NCOME (yours, not spouses) l State of Mchgan penson $ SpouseS Non-nvestment ncome - f you were marred durng any porln of the reportng year, complete ths secton. (Dollar amount nor requred except for honorara.) D NONE (No reportable non-nvestment ncome.) SOURCE AND TYPE l State of Mchgan penson V. REMBURSEMENTS - transportn, lodgng, food, entertanment. (fnclu.des rhose to :,pouse and dependenr chldren: see pp of flng nstructons.) [Z NONE (No reportable rembursements.) SOURCE LOCATON PURPOSE TEMS PAD OR PROVDED l.
3 FNANCAL DSCLOSURE REPORT :e of Persn Reportng Page 3 of7 Neff, Janet T. 615nOlO V. GFTS. (ncludes those lo spouse and dependent chmnn; see pp of flng nstructons.) [Z NONE (No reportable gfs.) SOURCE DESCRPTON. s. V. LABLTES. (ncludes those of Se and dependent chldren: see pp of flng nstructons.) [Z NONE (No reportable labltes.) CREOR DESCRPTON VALUE CODE l.
4 FNA CAL DSCLOSURE REPORT Page 4of7 Same of Persn Reportng Neff, Janet T V. NVESTMENTS and TRUSTS -- ncome, alue, transactons 11nc1udes those of spouse and de """" chlren; s pp of fung nstructons.; 0 NONE {No reportable ncome, assets, or transactons.) A. s. c. D. Descrpton of As ets ncome durng Gross vaue at end Transactons durng reportng perod (ncludng tmst assets.) reportjng od of reportng perod (ll (2) (lj (2) () (2) (3) 4) (5) Place "(X)" after each as Amount Type (e.g., Value Value Type (e.g.. Date Yalu Gan ldeotty of exempt from pror dsclosure Code v.. rent. Code2 Method buy.sell, mm/dd/yy Code 2 Code buyer/seller (A-H) or nt) (1-P) Code 3 redempton) (A-HJ (f prvae (Q-\V rransacton) (J-P) Grand Rapds Famly Credt Unon account RA - Charles Schwab A nterest T D lnr./dv. 0 T - Arbtrage Fund Cl R TT/27/09 - Compass Dversfed Hldg Royce Value Plus Fund 11/25/09 08/7/09 : 6. - JP Morgan Strategc ncm Oppty A 07/27/09 7. V A Worldwde Fund Cl A (add) 09n JP Morgan Stratgc lncm Oppty A (add) O. - Hussman Strategc Total Return Fund Akre Focus Fund Retal (/23/09 L 09123/09 L. l r 1 Jll. : < " Akre Focus Fund nst - FPA Crescent Fund nst - FPA Crescent Fund nst - ntrepd Small Cap - Alos Absolute Retur Fund - Amencan Funds New World (add) 10/15/ ( L 12/28/09 12/28/09 12/28/09 12/29/09 r 17. Berwyn ncome Fund 2131/09. lm:orr.e Gaw COOs.: ;\ =$ r Jess B41.ll01 )SOU C 4SQ - S..000 D =S5Jl1 - Sl00 F. 415JJ[ 50.X (See Column B md 04> F =$50,00 - $ l G =$100.00l - $1,000,000 H =S, $5,UOO.COO H2 =More <b SS V aluc Cods J 41S.000oress =$15Jl l $ L =$50.00 $ 00,000 M =S $2000 (Sec Colum C and DJ) N =$25,001 $ =Sj,001 Sl.U00,000 Pl.Sl, SS,000,000 P1..5,000,00 - $25, P3 =$,000,001. $50,000,000 P4 =More th $50,lr,000 Value Method COO. Q -App.. R :::Cost {Real Estate Only) S Assesment T =Cas Makel See Column C2) U..Book V Jue V =Other W.::Estmated
5 FNANCAL DSCLOSURE REPORT Name of Person Reportng Page 5of7 : eff, Jan et T. 6/ V. NVESTMENTS and TRUSTS.. ncome. value. transactons r1nc1uks those of spouse amt kpendent chlren; see pp of fnc nstructons.) D NONE (No reportable ncome, assets. or transactons.) A. B c. D Descrpton of Assets fncome dunng Gross value at end Transactons durng reportng penod lndudng tmst assets) reportng perod of reportng percx () ( () () ---(2-(3 1 (4) (51 Place "(X)" after each asset Amoont Type (e.g.. Value Value Type (e.g. Date Vruue Gan ldenll) of exempt from pror dsclosure Code l dv. rent. Code2 Method buy, sell, mm/dd/yy Code 2 Code l buyerseller (A-H) or nt.) (J-P) Code 3 redempton) (J-P) (A H) {f prvate (2) (Q-W) trans;,1cton) (part (par) 07/27/ L M 20. (part) 10/15/ (part) (part) 12115/09 12/28/09 L L 2 (par) 12/29/ /31/09 (par\ 2 (add) 08117/ (add ) l/25/ ncome Gar Codes:.. =S or les:) B 41. -$500 c $2, D $5,001. $1000 F.. 1tJUl 50.<J)J :Sec Cohunns Bl and 041 F $ SllJJ.000 G =M $ H =$ JOJllXl H2 =More lhan $ ?. VJh1t" Codes J "$10C or l:ss =Sll.001 $ r. sso.00 - wjo.ooo M 4100.ool $ See Colum CJ an 03) 4250,00 $500,000 0 =S500,00 S 1,000,000 P ss P2 =$5, $2J,OOO?3 =$25, $50, P4 =Mor th SS J. Value: Method Codes Q =Appasal R =Cost (Rt>.al E. tale Only) S =Assessment T =Cash Markd 1SccC0/umnt."1l L" =Book Value V =Other W ::E.wnal d
6 FNA. CAL DSCLOSURE REPORT lame of Person Reportng Page 6 of 7 Neff, Janet T V. ADDTONAL NFORMATON OR EXPLANATONS. (lndtaleparto/report.)
7 > FNANCAL DSCLOSURE REPORT Page 7 of 7 Name of Person Reportng :elf, Janet T. 6/5/200 X. CERTFCATON. certfy that all nformaton gven above (ncludg nformaton pertag to my spouse and mnor or dependent chldren, f any) s accurate, true, and complete to tbe best of my knowledge and belef, and that any nformaton not re ported was wthheld because t met applcable statutory provsons permttng non-dsclosure. further certfy that earned ncome from outsde employment and honorara and the acceptance of gfts whch ha e been reported are n complance wth the provsons of 5 U.S.C. app. 501 et. seq., 5 V.S.C. 7353, and Judcal Conference regulatons. Sgnature NOTE: A.. "Y NDVDUAJ. WHO NOWNGLY AN WLFULLY FALSFJ OR FALS TO FJU: THS REPORT MAY BE SlJBJECTTOCVL AND CRMNAL S CTONS {5 U.S.C. app. 104) FLNG NSTRUCTONS Mal sgned orgnal and 3 addtonal copes to: Commttee on Fnancal Dsclosure Admnstratve Offce of the Unted States Courts Sute One Columbus Crcle. N.E. Washngton, D.C
[Z NONE (No reportable positions.)
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Esele_Garnett_ FNNCL DSCLOSURE REPOR Name of Person Reportng Page 2of12 Esele, Garnett. 04/16/2009. NONNVESMEN N CO ME. (Reportng ndvdual and spouse; see pp. 1724 of flng nstructons.). Fler's Nonnvestment
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:: AOO Rev. 1/2008 FORCALENDARYEAR2007 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. 101-111). Person Reporting (last name, first, middle initial) Court or Organization HLL, JAMES
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Echols_Robert_L FNANCAL DSCLOSURE REPORT Page 2of10 ECHOLS, ROBERT L.. N 0 N-NVESTMENT NC 0 ME. (Reporting individual and spouse; see pp. 17-24 of filing instructions.) A. Filer's Non-nvestment ncome [Z
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- Messtte, Peter J. Reparr Requred by 1he E1hcs O JO FNNCL DSCLOSURE REPOR n Government ct of 1978 Rev. 1/2010 FOR CLENDR YER 2009 (5 U.S.C. app. 101-111). Person Reportng (last name, frst, mddle ntal)
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instructions.) D NONE (No reportable positions.) POSTON Director Las Familias de! Pueblo (a notforprofit cmporation) instructions.) NONE (No reportable agreements.) D CJ PARTES AND TERMS 6176 Employee's
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More informationD NONE (No reportable non-investment income.)
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Chasanow_Deborah_K -page 2of9 511212009. N 0 N-NVESMEN N CO ME. (Reportng ndvdual and spouse; see pp. 17-14 of flng nstructons.). Fler's Non-nvestment ncome Z NONE (No reportable non-nvestment ncome.)
More informationD NONE (No reportable positions.)
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Herrera_udth_C 1 FNANCAL DSCLOSURE REPORT Page 2of17 Name of Person Reportng Herrera, udth C. ll N 0 N-NVESTMENT N CO ME. (Reportng ndvdual and spouse; see pp. 17-24 of flng nstructons.) A. Fler's Non-nvestment
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More information/J.17// s:,i_o] D NONE (No reportable non-investment income.) (J./d-E. FINANCIAL DISCLOSURE REPORT Page 2of11
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More informationD NONE (No reportable positions.)
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Anderson Jr_Joseph_F Page 2 of7 Anderson, Jr., Joseph F. 04/01/2009. N 0 N-NVESTMENT N CO ME. (Reporting individual and spouse; see pp. 17-24 of filing instructions.) A. Filer's Non-nvestment ncome D NONE
More information[Z NONE (No reportable non-investment income.)
Merryday_Steven_D FNANCAL DSCLOSURE REPORT Page 2of10 Name of Penon Reportng!Yerryday,StevenD. Date of Report 05/14/2009 ll. N Q N-NVESTMENT NC 0 ME. (Reporting individual and po use; see pp. 17-U of filing
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