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Judicial Watch • Ellen S Huvelle Financial Disclosure Report for 2008

Ellen S Huvelle Financial Disclosure Report for 2008

Ellen S Huvelle Financial Disclosure Report for 2008

Page 1: Ellen S Huvelle Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:13

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Huvelle, Ellen S Huvelle, ELLEN, 2008, INVESTMENTS, EPA, transactions, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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Huvelle_Ellen_S 

Ill. N-INVESTMENT ME. (Reporting individual and spouse; supp. 17-14 of.filing instructions.) Filer's Non-Investment Income 

[Z] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 	INCOME Spouse's Non-Investment Income -If you were married during any portion the reporting year, compleu this section. (Dollar amount not required e.xcepl/or honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2008 	self-employed, partner law firm 

IV. REIMBURSEMENTS -transportation, lodging.food, entertainment (Includes those spouse and dependenl children; see pp. 15-17 

instructions.) NONE (No reportable reimbursements.) 
SOURCE DATES LOCATION PURPOSE University Virginia Law Sch February 23-24 Charlottesville, Moot Court Judge ool 	Husband's law firm September 10-1 New York, Dinner (see next column) Transportation, Food and Hotel for Nati onal Law Journal Dinner Honoring Min ority Lawyers GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing i.nstructinns.) 
[Z] 	NONE (No reportable gifts.) SOURCE DESCRIPTION 
VALUE 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) HSBC 	Mortgage Rental Prop., Washington, (Part VII, Line 119) 

VII. INVESTMENTS and TRUSTS -income, value, rransac0ons (lnc1uttes those spouse and dependent children; see PP 34-f>o filing instructions.) NONE (No reportable income, assets, transactions.) 

Name Person Reporting 
Datt Report 

Huvelle, Ellen 

05/14/2009 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (lncluw those spouse and dependeni children; see PP filing instrucrwns.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2) (I) (2) (2) (3) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  
exempt from prior disclosure  Code  div., rc:n  Code2  Method  buy, sell,  Month 
(A-H) int.)  (J-P)  Code  redemption)  Day  
(Q-W)  

18. MFS Int'l Growth Dividend 
Value Gain 
Identity Code2 
Code 
buyer/seller (J-P) 
(if private transaction) 
(A-H) 
(4) 

(5) 
Van Kampen Comstock Dividend 
20. Andover Minn Ref-B 2.500% due 2/1 /08  Interest  Redeemed  211  
21. Paso School Dist #038 5.500% 12/1/08  Interest  Redeemed  12/1  
22.  North East Independent Sch Dist 2.75 due 8/1/09  Interest  

23. Baker Hughes Dividend 
"24. Johnson Johnson Dividend 
25. 
Morgan Stanley India Investment Fund Dividend 

26. 
Powershares Wildhill Clean Energy None 

27. 
Whole Foods Markets Dividend 

28. 
Wisdom Tree Large Cap Dividend ETF Dividend 

29. Eaton Vance Large Value Fund  Dividend  
30. AllianceBemstein International Growth  Dividend  

31. 
Putnam New Value None Sold 11121 

32. 
Lubbock Health 5.0% 7/1/08 Interest Redeemed 7/1 

33. 
Lauderdale 75% 0/01/08 Interest Redeemed 
Las Vegas 4.0% J0/01/09 Interest Income Gain Codes: 1.000 less =Sl,OOt -S2.500 =S2,50t  $5,000 =S5,00t -St5,000 =St5,00t -$50,000 
(See Columns and 04) =$50,001 -SI 00,000 =SIOO,OOl -Sl,000,000 =Sl,000,00t -S5,000,000 =More than SS,000,000 Value Codes =Sl5,000 less =S15,00I -S50,000 =SS0.001 -SI00,000 =SI00,001 -$250,000 
(See Columns and DJ) =S250,00I -$500,000 =S500,00I -Sl,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real E.sta!e Only) Asscssm011 =Cash Market {See Column C2) =Book Value =Other =Estimated 

VII. INVESTMENTS and TRUSTS -incolnJ!, value, transactions (Includes those spouse and dependent children; see PP u-60 filing instrucnons.J NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, value, rransacoons (Includes 11rose spouse and dependen1 children: see PP 34-M filing insrructions.J NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -inco=, value, transactions (Includes those spouse and dependent children; Set pp. 34-60 .filing instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, varue, transactions onc1udes those spouse and dependent children; PP 34-60 filing msrrucnans.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2)
(I) (2) 
(I) 
(3) 
Value 
Gain 
Identity 
Place "(X)" after each asset Amount Type (e.g., 
Value Type (e.g., Date Value 
Code 
Code 
Method buy, sell, Month -Code 
Code
exempt from prior disclosure div., rent. 
buyer/seller 
(A-H) int.) 
Code 
redemption) Day (J-P)
(J-P) 
(A-H) 
(ifprivate transaction) 
86. Allianz Cap App Dividend 
87. Calvert Large Growth one 
88. 
MFS Value Dividend 

89. 
Am. Inv. Co. Am. Dividend 

90. 
Franklin Small Midcap Growth Fund Dividend 

91. 
AJM Constellation Fund None Sold 11/21 

92. 
Templeton Foreign Fund None Sold 1/21 

Lincoln National American Legacy None 
94. Alpine Int'! Real Estate None Sold 
North Las Vegas 4.35% 1/01/10 Interest 
96. Russellville 4.25% 2/1/12 Interest Sold 8/1 Sale Alpha Plus Strat Port Dividend 
98. AJM Tax Exempt Cash Fund Dividend Buy 11121 
Ameris Bank 4.0% 7/3012008 Interest Buy 1/22 
100. Sold 7130 
JOI. Bank India 2/85% 3/18/2008 None Buy 9115 
102.  Capital One Bank 4.0% 02/08/J  None  Buy  7131 Income Gain Coda: (See Columns and 04) Value Codes (See Columns and DJ) Value Method Codes (See Column C2) :Sl,000 lcs.s =S50,001  100,000 15,000 Jess =$250,001 -$500,000 =S25,000,00I -$50,000,000 =Appraisal =Book Value ESl,001 -$2,500 =SJ00,001  Sl,000,000 =S15,00I -$50.000 O=S500,00l -Sl,000,000 =CDS! (Real Esta1e Only) =O!ber =S2,501 -S5,000 =SJ,000,001 -S5,000,000 =S50.00I. SI00,000 =Sl,000,001 -S5,000,000 =More than $50,000,000 =Assessment =Esrirna1erl =$5.001 -$15,000 =More than $5,000,000 =SI 00,00 -$250,000 =S5,000,00I -S25,000,000 T=Casb Marlcc:t =Sl5,00I -S50,000  

VII. INVESTMENTS and UE:TS -income, value, transactions (Includes those spouse and dependenJ children; pp. 34-60 .filing instructions.) NONE (No reportable income, assets, transactions-) 

Name Person Reporting 
Dale Report 
Huvelle, Ellen 
05/14/2009
VII. INVESTMENTS and TRUSTS -incomL, value, transactions (Includes those spouse and dependent children; see PP 34--60 _filing instructions.) NONE (No reportable income, assets, transactions)  
Description Assets  Income during  Gross value end  Tran sactions during reporting period  
(includin trust assets)  reporting period  reporting period  

(l) 
(2) (l) 
(2) 
(l) 
(2) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempl from prior disclosuse  Code  div., rent,  Code  Method  buy, sell,  Month  Code  Code  buyer/seller  
(A-H) int)  (J-P)  Code  redemptio  Day  (J-P)  {A-H)  (ifprivale  
(Q-W)  transaction)  

120. -American Beacon Small Cap  -Ranier Small/Mid Cap Equity  
122.  -Lazard Emerging Ml