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Judicial Watch • Patrick J. Schiltz – 2010

Patrick J. Schiltz – 2010

Patrick J. Schiltz – 2010

Page 1: Patrick J. Schiltz – 2010

Category:Federal Judges

Number of Pages:9

Date Created:September 13, 2013

Date Uploaded to the Library:December 14, 2014

Tags:Patrick J Schiltz, Patrick, vanguard, stock, 2010, Market, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 1/2011 
FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report 
Schlitz, Patrick U.S. District Court, Minnesota 05/08/2011 Title (Article Ill judges indieafe active senior status; 5a. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full- part-time) Nomination, Date 01/01/2010 
U.S. District Judge Active Initial Annual Final 
12/31/2010 
5b. Amended Report Chambers Office Address the basis the information contained this Report and any 
modifications perlaining thereto, is, opinion, compliance 
United States Courthouse 
 
with applicable laws and regulations. 
300 South Fourth Street Suite 14E 
Minneapolis, 55415 
 
Reviewing Officer 	Date 
IMPORTANT NOTES: The instructions accompanying this form must followe~L Complete all parts, checking the NONE box for each part where you have reportable information. Sign last pag~ POSITIONS. tRepomng individual one; seepp. 9-13 filing instructions.) 
---] 	NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY 
Director 	Minnesota Chapter Federal Bar Association 
 
 
II. AGREEMENTS. met, o,~ng individual only; seepp. 14-16 filing instructions.) 
[~] 	NONE (No reportable agreements.) DATE PARTIES AND TERMS 
Schiltz, Patrick 
Name Person Reporting Date Report 
I11. NON-INVESTMENT INCOME. tRepor~ng individual andspouse; see pp. 17-24 filing instructions.) Fliers Non-Investment Income NONE (No reportable non-investment income.) DATE SOURCE AND TYPE 
 
 
INCOME (yours, not spouses) Spouses Non-Investment Income -If ),ou were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 
DATE SOURCE AND TYPE 
1.2010 University St. Thomas (salary and summer research stipend) 
2.2010 West Services, Inc. (payment for work casebook supplement) 
3.2010 Indiana Wesleyan University, Marion, (honorarium $1500) 
4.2010 Saint Anselm Institute for Catholic Thought, Charlottesville, (honorarium $1000) 
5.2010 Saint Benedict Church, Richmond, (honorarium $500) 
6.2010 College St. Scholastica, Duluth, (honorarium $400) 
 
IV. REIMBURSEMENTS -transportation, Iodglng, food, entertainment. (Includes those spouse and dependent children: see pp. 2.5-27 filing instructions.) NONE (No reportable reimbursements.) 
SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
Sandra Day OConnor College Law April 24-27, 2010 Phoenix, Participate National Forum the Future Legal Education Transportation, hotel, meals GIFTS. tlncl~des those spouse and dependent children; see pp, 28-31 filing instructio.~) 
NONE (]go reportable gifts.) 
SOURCE DESCRIPTION VALUE a.cl.d.s thos, s~,o.se o,d de~,.dc.t children; see pp. 32-33 offillng instructlons.) 
NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUECODE 
 
Schiltz, Patrick 	05/08/201 inco,~e, value. .... ,ia,~ tnctad~ those spouse and dependent children: see pp. 34-60 filing instructions.) NONE(No reportable income, assets, transactions.) 	B.C. 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(I) (2) (i) (2) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd?yy Code Code buyer/seller (A-H) orint.) (J-p) Code redemption) (J-P) (A-H) (if private transaction) 	BANK ACCOUNTS Wells Fargo Bank Accounts Interest Bank Accounts Interest Vanguard Prime Money Market Fund Dividend 	 
FAEGRE BENSON RETIREMENT 
 
 
ACCOUNT Vanguard Institutional Index Fund (Y) None Closed 03/01/10 	 
FAEGRE BENSON RETIREMENT 
 
 
ACCOUNT Vanguard Institutional Index Fund (Y) None Closed 03/01/10 	 
UNIVERSITY ST. THOMAS 403(b) 
 
 
ACCOUNT 
10. 	--CREF Stock Fund None 
II. CREF Growth Fund None 
12. CREF Bond Market Fund NoneK 
 
13. 	 
--CREF Inflation-Linked Bond Fund NoneL 
 
14. 	 
UNIVERSITY ST. THOMAS 403(b) 
ACCOUNT 
 
 
15. CREF Stock Fund None 
 
16. CREF Growth Fund NoneL 
 
17. CREF Bond Market Fund NoneK Income Gain Codes: =$1.000 less =$1,001 $2,500 =$2,501 $5,000 =$5.001 $15,000 =$15,001- $50,000 (See Columns and 50.001 100.000 =$100.001 1.000.000 1.000.001 5.000.000 
112 More than $5.000.0(30 Value COd~ =$15.000 Ic~ =$15.001 $50.0~O =$50.0OI $100.0~1 =$10~.001 $250.000 
(S~e Columns and D3) =$250.001 =S25.009.001 $50.000.000 =More than $50,000,000 =Cash Market 
(Sc Column C2) =Book Value =O~her =Estimated Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those sponse and dependent children; seepp. 34-60 filing instructions.) 
 
NONE (No reportable income, assets, transactions.) Description Assets Income during (including trust assets) reporting period (1) (2) Amount Type (e.g., Code div., rent, (A-H) int.) Place (X) after each asset exempt from prior disclosure Gross value end reporling period (I) (2) Value Value Code Method (J-P) Code (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) (4) Date Value Gain mm/dd/yy Code Code (J-P) (A-H) (5) Identity buyer/seller (if private transaction) 
18. CREF Inflation-Linked Bond Fund None 
19. IRA#I 
20. Oakmark Fund (Y) None Closed 02/08/10 
21. Vanguard Total Stock Mkt Idx Fund (X) Dividend Open 02/08/10 
22. Buy 03/01/10 
23. IRA 
24. Oakmark Fund (Y) None Closed 02/08/10 
25. Vanguard Total Stock Mkt Idx Fund (X) Dividend Open 02/08/10 
26. Buy 03/01/10 
27. MUTUAL FUNDS 
28. Fidelity New Markets Income Fund Dividend Buy 02/08/10 
29. Janus Worldwide Fund (Y) None Redeemed 02/01 
30. Northeast Investors Trust (Y) None Redeemed 02/01 
31. Oakmark Fund (Y) None Redeemed 01/08/10 
32. Rowe Price Small-Cap Stock Fund Dividend Buy 02/01/10 
33. Buy 02/22/10 
34. Rowe Price Tax-Free High Yield Fund Dividend Buy 02/01/10 Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) =$1,000 less =$50,001 $100,000 =$15.000 Ions =$250.1)01 $500.1)00 =$25.000,001 $50.0~1.000 =Appraisal =Book Value =$1,001 $2.500 =$100.001 $1.000,000 =$15.001 $50.000 =$.~0,001 $1.009.000 =Cost (Real Estate Only) =Olher =$2,301 $5,000 II1 =$1.000.001 $5,000,000 =$50.001 $100.000 =$1.000.001 $5,000.000 =More titan $50.000.000 =Ass~ssm~tt =Estimated =$5.001 $15.000 112 =More than $5.(~X).000 =$100.001 $250.000 =$5.0~0.001 $25.000.000 Cash Market =$15.001 $50.000 
 
Name Person Reporting Date Report 
VII. INVESTMENTS and TRU STS -inc ..... ol,,e. ..... tlons (Includes those ......d dependent children; see pp. 34-60 filing instructions;) 
NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place (X) after each asset exempt from prior disclosure Income during reporting period (I) (2) Amount Type (e.g., Code div., rent, (A-II) int.) Gross value end reporting period (I) (2) Value Value Code Method (J-P) Code (Q-W) (I) Type (e.g., buy, sell, redemption) Transactions during r~aorting period (2) (3) (4) Date Value Gain mm/dd/yy Code Code (J-P) (A-H) (5) Identity buyer/seller (if private transaction) 
35. Buy 02/22/10 
36. Tweedy Browne American Value Fund None Redeemed 02/01/10 
37. Vanguard GNMA Fund Dividend Buy 01/26/10 
38. --Vanguard Intermediate-Term Tax-Exempt Fund Dividend 
39. Vanguard Limited-TermTax-Exempt Fund Dividend 
40. Vanguard REIT Index Fund Dividend Buy 01/26/10 Income Gain C,~:tes: =$1,009 less =$1,001 $2,500 =$2.501 $5.000 =$5.0~1 $15.000 =$15,001 $50.000 
(See Columns and D4) =$50.001 0~.000 =$100.001 $1.000,000 I11 =$1.000,091 $5.0~0.0~) 112 =More than $5,000.000 Value Codes =$15.000 less -$15.001 $50.000 =$50.0~1 $11~).000 =$100.001 $250.000 
(See Columns and D3) =$250,001 $500.000 =$500,001 $1.0OO.0~O =$1.000.0~1 $5.000.000 =$5.000,001 $25.000.000 =$25,0~0.091 $50.000.000 =More t~an $50.00~.0~0 Value Method Codes =Appraisal =Cos! (Real Es~awe Only) =Assessment -~ash Market 
(See Column C2) =Book Value -O~hcr =Estimated 
 
Dale Report 
05/08/2011 
Name Person Reporting 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. 
Pan Vll, line Faegre Benson Retirement Account was rolled into IRA 03/01/10 (see line 22). 
Part VII, line Faegre Benson Retirement Account was rolled into IRA 03/01/10 (see line 26). 
Part VII, lines 20-21: IRA was transferred from Oakmark Fund Vanguard Total Stock Mkt Idx Fund 02/08/10. 
Part Vll, lines 24-25: IRA was transferred from Oakmark Fund Vanguard Total Stock Mkt Idx Fund 02/08/10. 
 
Name Person Reporting Date Report 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signature: Patrick Schiltz 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FALLS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544