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Judicial Watch • Stefan R. Underhill – 2003

Stefan R. Underhill – 2003

Stefan R. Underhill – 2003

Page 1: Stefan R. Underhill – 2003

Category:Federal Judges

Number of Pages:6

Date Created:February 3, 2005

Date Uploaded to the Library:December 29, 2014

Tags:Stefan R Underhill, Underhill, Stefan, Teachers, TRUSTEE, Fidelity, board, American, Retirement, trust, 2003, investment, Codes, dividend, disclosure, reporting, report, Federal Judge, income, Judge


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Trustee ....Trust#3 
Trustee -Trust#4 
 
 
 
-Trust#5 
Raymond Baldwin Chapter, American Inns Court 
TI. AGREEMENTS.  NONE (No reportable agreements.) 
1 -2_ 
 
III. NON-INVESTMENT INCOME. (Reponing individual and spouse; see pp. 17-24 filing instructions) Filers Non-Investment Income NONE (No reponable non-investment income.) Spouses Non-Investment Income (If you were married during any portion ofthe reporting year, please complete this section. (dollar amount not required except for honoraria) (No reponable non-investment income.) Board Education, Bridgeport, CT; salary REIMBURSEMENTS -transponation. lodging, food. entertainment. 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) it. NONE (No such reportable reimbursements.) 
 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children. 
See pp. 32-34 instructions.) 
 NONE (No reportable liabilities.) 
 
 
 
 
 
 
Date Report  
Name Person Reporting Page 1of1 
Underhill, Stefan 
5/1212004 
VII. INVESTMENTS and TRUSTS -inco111e. value. transcations (includes those ofthe spouse and dependent children. See pp. 34-57 offfiing instructio1L.) 
Description Ass.-:ts (including trust assets) Income during reporting period (I) (2) Gross value end reporting period (I) (2) (II Transactions during reporting period not exempt disclosure 
(2) 
Place (XJ after ench a.set exempt from prior disclosure Amount Code (A-HJ Type (e.div. rent. im.) Value Code2 (J-P) Value Method Code3 (Q-W) Type (e.g. buy, sell, mer.tter. redemption) Date: Mo11thDay Value Code2 (J-P) Gain Code (A-H) Identity llf buyerfseller (if private transaction) 
 
-. 
(No reportable income. assets, transactions) NONE Fidelity Equity-Income {IRA) Dividend None Fidelity Equity-Income {IRA) Dividend None Fidelity Contrafund {IRA) Dividend None Fidelity Balanced {IRA) Dividend None Artisan International Fund Dividend None 
 
Legg Mason Value Trust None None 
Reynolds Opportunity Fund Distribution None 
-Insurance Trust None None 
American Century Ultra Dividend None 
American Century Target Maturities Distribution None 
10. 
Vanguard Star Fund Dividend None 
11. 
Pepsi Common Stock None None 
12. 
Northwestern Mutual whole life and life policies None None 
13. 
Connecticut Teachers Retirement Board (vested None None pension) Income/Gain Codes: $1,000 less 1.001-$2,500 S2,501-S5,000 $5,001-$ 15,000 5,001-S50,000 
(See Columns and D1l S5Cl.OOl-Sl00.000 SJ00.001-$1,000,000 S!,000,00l-S5.000,000 =More than $5,000,000 Value Codes: S5,000 les$ Sl5,00l-S50,000 $50,001-$100,00-0 00.001-$:?50,000 
(See Column$ and 03 S250.00l-S500,000 SS00,001-Sl,000,000 Sl.000,001-SS.000,000 S5.000,001-$25,000,000 S25,000.001-S50.000JIOO $Mme than SS0.000,000 Value Method Codes Appraisal CCSl (Real Estate Only) Assessment CaIMarket 
(See Column C2! -Book Value =Othe1 Estimated 
 
Name Person Reporting Date Report 
 
Underhill, Stefan 
(Indicate pan Report.) 
VIII. ADDITIONAL INFORMATION EXPLANATIONS 
Part Vil: 
-Assets listed Part Vil include assets held identified Part 
-Line Assets of-insurance trust consist three insurance policies. 
-Line 13: Northwestern Mutual life insurance policies were purchased before became judge and should have been listed all prior financial 
disclosure reports 
 
 
 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES AILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  04) 
 
 
 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544