0-10 r- -Rev. l/2004 FINNCIL.DISCLOSURE REPOR FOR CLENDR YER 2004 Report Required by the Ethics nmcnt ct oft 978 Person Reporting (Last name, First name, Middle initial) delman, Lynn S 4. itle (rticle m udges indicate active or senior status; magistrate judges indicate full- or part-time) District udge - ctive 2. Court or Organization Eastern District of Wisconsin 5110/2005 5. Report ype (check appropriate type) 6. Reporting Period Q Nomination, Date 1/1/2004 Q Initial @nnual Q Flnal to 12/31/2004 7. Chambers or Ofiice ddress 517 E. Wisconsin ve., Rm. 364 Milwaukee, WI 53202 8. On the basis of the infonnation contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. Reviewing Offcer _ Date IMPOR N NOES: he 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. POSIIONS. (Reporting individual only; see pp. 9-13 of filing instructions) NONE - (No reportable positions.) POSIION NME OF ORGNIZION/ENIY I GREEMENS. NONE 1. (Reporting individual only; see pp. 1.4-16 of filing instrnctions) - (No reportable agreements.) PRIES ND ERMS C (/ C -r o- {:i c::> ::2: rro o:c.. 1;1 -.,-,.. = = 3 :; -< u f ') 71 C> N ;a rn 0 ir c::r' "" rn
FINNCIL DISCLOSURE REPOR delman, Lynn S Date of Report 5/10/2005 II NON-INESMEN INCOME. (Reporting individual and spouse; see pp. 17-24 of tiling instructions). Filer's Non-Investment Income D NONE - (No reportable n011-inveslment income.) SOURCE ND YPE GROSS INCOME ' (yours, not spouse s) 2004 State of Wisconsin - Pension/Retirement 17,061.36 2. 2004 State of Wisconsin - Deferred Compensation 12,412.37. Spouse's Non-Investment Income - (If you were married during any portion of the reporting year. please complete this section. Dollar amount not required except for honoraria.) D NONE - (No reportable non-investment income.) SOURCE ND YPE 2004 Law Practice IV. REIMURSEMENS -- transportation, lodging, food, entertainment. (Includes those to spouse and dependent children. See pp. 25-27 of instructions.) NONE - (No such reportable reimbursements.) SOURCE DESCRIPION
FINNCIL DISCLOSURE REPOR Date of Report delman, Lynn S 5/10/2005 V. GIFS. (fncludes those to spouse and dependent children. See pp. 28-31 of instructions.) NONE - (No such reportable gifts.) SOURCE DESCRIPION V LIILIIES. (Includes those of spouse and dependent children. See pp. 32-34 of instructions.) NONE - (No reportable liabilities.) CREDIOR DESCRIPION VLUE CODE
FINNCIL DISCLOSURE REPOR Date of Report Page 1of4 delman, Lynn S 5/10/2005 VIL INESMENS and RUSS -income, value, transcations (includes those oftbe spouse and dependent cbildren. See pp. 34-57 of filing instrnctions.). Description of ssets (including tnist assets) Place "(X)" after each asset exempt from prior disclosure. Income during (1) mount ype (e.g. Code l div. rent. or ( H) int.) c. D. Gross val ue at end of ransactions during (1) (1) If not exempt from disclosure (3) (4) (5) Value Value ype (e.g. Date: Value Gain Identity of Code2 Method buy, sell, Month Code:! Code 1 buyer/seller (.l P) Code 3 merger. Day (-P) ( H) (if private (Q-W) redemption) transaction) :: NONE (No reportable in come. assets, or transactions) MFS Fund otal Return D M uy 11/17 2. Growth Fund of merica M 3. Puerto Rico Electric Power uthority 4. Disney, Walt 5. McDonalds Corp. Partial Gift 2/25 6. Exxon. 7. Motorola, Inc. 8. Freescale (SpinoffofMotorola stock listed above) Distribution 12/4 9. Pepsico, Inc. Partial Gift 7/14 I 10. Nike 11. Pfizer, Inc. L 12. Royal Dutch Pet. Co. 13. Insured Muni Income r. 14. Nuveen ax Exempt rust 15. Puerto Rico d. ldg. 16. MFS Cap Opportunities None Sell 11/17 (Loss) 17. reasury lnvt. Growth Rep. Series 15 (IR) None 18. reasury lnvt. Gr. Rp Series 18 (IR) None - - ------ lncome.-"gain Codes: = $1,000 or less = $1,001-$2.500 c = $2,501-$5,000 D = $5,001-$15,000 E = $15,001-$50,000 \See Columns I and D4) F = $50.001-$100,000 G = $100,001-$1,000,000 H = $1,000,001-$5,000,000 H2 =More than$5,000,000 2. Value Codes: 0 $15.000 or less = $15,001-SSO.OOO L -$50.001-$ l00,000 M ; SI00,001-S250,000 (See Columns CI and D3) N = $250,000-$500,000 () = $500.001-$1,000.000 Pl = $1,000,001-$5,000,000 P2 = $5.000,001-$25,000,000 P3 $25.000.001-$50,000,000 P4 = $More than $50,000,000 3. Vaine Method Codes Q = ppraisal R = Cost (Real Estate Only) s = ssessment = Cash/Market (See Column C2i u =ook Value v =Other w =Estimated
FINNCIL DISCLOSURE REPOR Date of Report Page 2 of 4 delman, Lynn S 5/10/2005 VI INVESMENS and RUSS -- income, value, n11nscations (includes those of the spouse and dependent children. See pp. 34-57 of filing instmctions.). Description of ssets (inc.luding tntst assets) Place "(X)" after each asset exempt from prior disclosure. Income during repol1ing period mount ype (e.g. Code 1 div. rent. or (-H) int.) c. Gross value at end of repol1ing period (1) Value Code2 (-P) Value Method Code 3 (Q-W) D. ransactions during reponing period If not exempt from disclosure (3) (4) (5) ype (e.g. Date: Value Gain Identity of buy, sell, Month- Code2 Codel buyer/seller merger, Day (-H} (if private redemption) transaction) (-P) 19. reasury Invt. Gr. Rep. Series 18 (IR) None 20. Rental Property- Milwaukee, WI E Rent N s 21. Citizen's ank of Mukwonago (S) 22. Citizen's ank of Mukwonago, WI 23. Mutual Savings ank (formerly First Savings ank) 24. Citiz.n's ank of Mukwonago, WI 25. usiness - plant nursery None w 26. Strong dv. Muni ond (was State Street Resh. ax Exempt) c 27. Puerto Rico 4.875% L 28. Puerto Rico 5.0% 29. Puerto Rico 5.0% 30. Puerto Rico 5.0% 31. Puerto Rico 5.0% L 32. Eaton Vance ax MGD N 33. Eaton Vance Mut. FDR c N 34. lliance Growth & Income L 35. Guam Power uth. Rev. c L 36. Midcap SPDR Income/Gain Codes: = $1,000 or less = $I,001-$2,500 c =$2,501-$5,000 D = $5,001-$15,000 E = $15.001-$50,000 (Sec Columns l and D4 F = $50,001-$100,000 G = $!00,001-$1,000,000 HI = $1,000,00!-$5,000,000 H2 =More tl1an $5,000,000 2. Value Codes: =$15.000 or less = $15,001-$50,000 L = $50,001-$100,000 M = Sl00,001-$250,000 (See Colum11s Cl and 03) N = $250,000-$500,000 0 = $500.001-$1,000,000 Pl =$1,000,001-$5,000,000 P2 = $5,000,001-$25,000,000 P3 = $25,000,001-$50,000,000 =$More thn $50,000,000 P4. Value Method Codes Q. ppraisal R =Cost (Real Esr.itc Only) s = ssessment = Cash/Market (See Colum11 C2) u =ook Value v =Other w =Estimated
FINNCIL DISCLOSURE REPOR Date of Report Page 3 of 4 delman, Lynn S 5/10/2005 VI INESMENS and RUSS -- income, value, transcations (includes!hose of the sjuse and depeudent children. See pp. 34-57 of filing instructions.) ' i ' Description of ssets (including trust assets).. c. D. Income during Gross value at end of ransactions during (1) (!) (1) If not exempt from disclosure (3) (4) (5 ) Place "'(X)"' atler each asset exempt mount ype (e.g. Value Value ype (e.g. Date: Value Gain Identity of from prior disclosure Code I div. rent. or Code 2 Method buy, sell, Month- Co de 2 Code I buyer/seller (-H} in!.) (-P) Code3 merger. Day (-H (if private redemption) transaction) (Q-W) (-P) 37. NSDQ 100 38. Energizer Holdings None 39. lliance Health Care (IR) None 40. lliance echnology (IR) None Sell/Excha 5/3 ng 41. lliance echnology (IR) None Sell/exchan 5/3 g 42. lliance Health Care (IR) None 43. reas. INV Growth Receipt IR None Redempt. 11115 44. inder Morgan 45. Mainstay MP Equity - Partial Gift 10/6 46. lliance ernstein IR uy/excha 5/3 nge 47. Mainstay MP Equity- IR 48. lliance ernstein Small Cap Value IR c 49. Mainstay MP Equity- IR 50. Diamond r. Unit I 51. Fidelity New Insight IR 52. Fidelity New Insight Sep IR uy 11/17 53. Mutual Discovery Sep IR 54. lliance Disciplined Value DGX (IR) uy 5/3 lncomeigain Codes: = $ l,000 or less =$1,001-$2.500 c = $2,501-$5,000 D = $5,00 l-$15,000 E = $15.001-$50,000 (See Columns l and 04) F = $50.001-$ l 00,000 G = $I 00,001-$1,000,000 Hl = $1,000,001-$5,000,000 H2 = More than $5,000,000 2. Value Codes: = SlS.000 or less = $15,001-$50,000 L = $50,001-$100,000 M = $ 00,001-$250,000 (See Columns Cl and D3) N = $250,000-$500,000 0 = $500.001-$1,000,000 Pl = $1,000,001-$5,000,000 P2 = $5.000,001-$25,000,000 P3 = $25,000,001-$50,000,000 P4 =$More than S50,000,000 3. Value Method Ctides Q =ppraisal R = Cost (Real Estate Only) s = ssessment = Cash/Market (See Column C2) u =ook Value v =Orher w =Estimated
FINNCIL DISCLOSURE REPOR Date ofreport Page 4 of 4 delman, Lynn S 5/10/2005 VI INESMENS and RUSS - income, value, transcat ions (includes those of the spouse and de pendent children. See pp. 34-57 of fiing instructions.). Description of ssets ( including trust assets) Plac.e "(X)" after each asset exempt from prior disclosure. c. D. Income during Gross value at end of ransactions during repo1ting period mount Code I (-H) yp (e.g. div. rent. or int) Value Code2 (-P) Value Method Code3 (Q-W) ype (e.g. buy, sell, merger. redemption) Ifnot exempt from disclosure (3) {4) (5) Date: Value Gain Identity of Mont h - Code2 Code I buyer/seller Day (-H) (if private transaction) (-P) 55. Henderon European Focus Fund HFEDX (IR) c uy 11/17 lncomeigain Codes: = $1,000 or less = S,OO-$2,500 c = $2,501-SS,OOO D = $5,001-$15,000 E = $15,001-$50,000 \Sec Columns I and D4 F = $50.001-$100,000 G = $100,001-SI,000,000 HI = $1,000,001 SS,OOO,OOO H2 =More th $5,000,000 or less = $15,001-$50,000 L = $50,001-$100,000 M = 2. Value Codes: = $15,000 $100,001-$250,000 (See Columns Cl and D3) N = $250,000-$500,000 0 = $500.00 I-$ I,000,000 Pl = $I,000,001-$5,000,000 P2 = $5,000,001-$25,000,000 P3 = $25.000.001-$50,000,000 P4 =$More than $50,000,000 3. Vitlue Method Codes Q ppraisal R = Cost (Real Estate Only) s = ssessment Cash/Market ise.: Colu11111 C2i u =ook Value v =Other w = Es1imated - ---- -----
FINNCIL DISCLOSURE REPOR delman, Lynn S Date of Report 5/10/2005 VII DDIIONL INFORMION OR EXPLNIONS (Indicate part of Report.) Section VII line 20 reflects increase in City of Milwaukee's ssessor's Offce assessment, which is considered by that offce to be 100% of its value. Section VII line 25, plant nursery had no income during the. Section VII lines 29 and 30 was reported last year on line 31 as a single asset. s explained in Section VIII last year, this asset split and is now reported as two separate items.
FINNCIL DISCLOSURE REPOR delman, Lynn S Date of Report 5/10/2005 IX. CERIFICION. I certify that all infonnation given above (including infonnation 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. 501 et. seq., 5 U.S.C. 7353, and udicial Conference regulations. Date NOE: NY INDIVIDUL WHO NOWIGLY ND WILFULLY FLSIFIES OR FILS O FILE HIS REPOR MY E SUEC O CIVIL ND CRIL SNCIONS (5 U.S.C. app. 104) FILING INSRUCIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure dministrative Offce of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544