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Janet T Neff Financial Disclosure Report for 2009

ao 1o Re~,. t~OlO ] [ FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2009 2. Court or Organization US District Court Western Districl of Michigan 5a. Report Type (check appropriate typt:) [] N
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  ao 1o ] FINANCIAL DISCLOSURE REPORT Repo,t Required by the Ethics in Government Act of 1978 Re~,. t~OlO [ FOR CALENDAR YEAR 2009 r~ u..~’.C. ~p~ ~ m~4H~ I. Person Rep0rting flus( name, first, middle initial) 2. Court or Organization3. Date of Report Neff. Janet T. US District Court Western Districl of Michigan 6/5/2010 4. Title (Article Ill judge.’; indicate active or senior statu:,: 5a. Report Type (check appropriate typt:)6. Rel)orling Periodmagistrate judges indicate fu!l- or parlqime) [] N<mu.~a~ion Da~e 01/0!/2009 US l)is~rict Judge. active status [] Initial ~-] Annual [] Finn1 t,, ! 2/3112009 5b~ [] Amended Report 7. Chambers or Office Address 8- On the basis of the information contained in this Report and anymodifications perlainlng thereto, it is, in my opinion, in compliance I ] 0 Michigan St N ~ ~ Shire 402 with applicable laws and regulations. Grand Rapids. Michigan 49503 Reviev, ing Officer Date. IMPORTANT NOTES: The instraclions accompanying this form must be follawed. Complete all parts, checkiug the NONE box for each part where you have no reportable informalion. Sign on last page. I. POSITIONS. ~o~.~ i.alvia.~ o.~..: .~ vv, o-. ,¢.mi.~ instructions.) ~ NONE (No reportable positions. ) POSITION NAME OF ORGANIZATION/ENTITY 1. L~._’J (No reportable agreements. ONE DATE PARTIES AND TERMS I. 1989 Michigan Judges Retirement System - Pension upon Retirement ~t-om Michigan Court of Appeals Neff, Janet T.  FINANCIAL DISCLOSURE REPORT N .... fP ..... Reporting ] Date 0fReport Page 2 of 7 Neff, Janet T. I 6,5/2010 IlL NON-INVESTMENT INCOME. ~Repor~.~ individual and spouse; see pp. 17-24 of filing instructions.) A. Filer’s Non-Investment Income [] (No reportable non-investment income.) ONEDATE SOURCE AND TYPE INCOME (yours, not spouse’s) i. 2009 State of Michigan pension $90,864.60 2.3.4. B. Spouse’s Non-Investment Income - tf~ou were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria. ) [~ NONE (No reportable non-investment income.) DATE SOURCE AND TYPE 1. 2009 State of Michigan pension 2. 3, 4. IV. REIMBURSEMENTS - ~.~oo.~o~ ~oa~.g, yo~ entertainment. (Includes those to ~7~ouse and dependent children: see pp. 25-27 of filing instruc~ons.) NONE (No reportable reimbursements.) SOURCE DATES_ LOCAT1ON PURPOSEITEMS PAID OR PROVIDED 2. 3. 4.5.  FINANCIAL DISCLOSURE REPORT N~me of Person Reporting Date of Report Page 3 of 7 Neff, Janet T. 6/5/2010 ~ NONE (No reportable gifts.) SOURCEDESCRIPTIONVALUE I. 2. 3. 4. 5. [~ NONE (No reportable liabilities. CREDITORDESCRIPTIONVALUE CODE 1. 2. 3. 4. 5.  Name of Person Reporting Date of Report PageFINANCIAL4 of 7 DISCLOSURE REPORT Neff, Janet T. 6i5~010 VII. INVESTMENTS and TRUSTS .-i,~o,~,, ,au,. ~ .... no,, (Include., those oy spo .... ~ ~en~nt chorea; see pp. 3*60 of fding inst~cRons.) ~ (No reportable income, assets, or transac~ons.) ONE A. B- C. D. ~SCfiption of As~e~ I~ome d~g Gross vaiue ~ end T~fions d~ng m~ing ~ri~ (indnding trust assets) reining ~nod of repoaing ~ (~) (2) (1)(2) (11 (2) (3) ~4) (5) Place (X) a~er each ~ ~ Am~nt Ty~ (e,g.,ValueValueTy~ (e.g., Dare Value Gainldemity of exempt k~ prior disclos~ C~e t ~iv., ren~ C~e 2 Me~ buy. sell, ~d~ C~e 2C~e I buyerl~ller ~ (A-H)or in~)(J-P) C~e 3 m~mption) (J-P) (A-H) (ff ~vate1. Grand Rapi~ F~ily C~dit Umon account A lnte~st KT 2. IRA - Charles Schwab D Int.’Div. O T Arbitrage Fund CI R Buy07/27/09 K 4. - Compass Diversified Hldg Sold 11/25/09 K 5. - Royce Value Plus Fund Sold 08/t7/09 K 6. - .Ip Morgan Strategic lncm Oppty A Buy 07127109 K 7. - IVA Worldwide Fund CI ABuy 09/23/09 K (add’D 8. - IP Morgan Stratigic lncm Oppty A Bay09/23/09 K (add’l) 9. - Hussman Strategic Total Return Fund Buy 09123/09 L I0. - Akfe Focus Fund Retail Buy 09~3/09 L 1[. - AkreFocus Fund last Buy[0/15/09 K 12. - FPA Crescent Fund last Buy 12!ISiIY) L 13. - FPA Crescent Fund last Buy t2128109 K (add’l) 14. - Intrepid Small Cap Buy 12128/09 K 15. - Akros Absolute Return Fund Buy 12/28/09 K 16. American Funds New World Buy 12129/09 K 17. - Bet-~vya Income Fund Buy 12/31/09 K
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