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Judicial Watch • Stefan R. Underhill – 2008

Stefan R. Underhill – 2008

Stefan R. Underhill – 2008

Page 1: Stefan R. Underhill – 2008

Category:Federal Judges

Number of Pages:7

Date Created:October 21, 2009

Date Uploaded to the Library:December 29, 2014

Tags:Stefan R Underhill, Underhill, Stefan, Fidelity, university, 2008, assets, spouse, transactions, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, income, Judge


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Underhill_Stefan_R 
 
 
 
III. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
 
 
SOURCE AND TYPE INCOME Spouses Non-Investment Income -lfyou were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 
SOURCE AND TYPE 2008 Bridgeport Public Schools -Teacher 
 
2.2008 Self-employed tutor 
 
 
 
 
IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenL (Includes those spouse and dependent children; see pp. 25-27 offiling instructions.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION University Virginia Law Sch 02/08 -02/10 ool Foundation Charlottesville, PURPOSE Public Service Conf. ITEMS PAID PROVIDED Travel University Virginia 04/14 -04/15 Charlottesville, Law School Speaker Travel 
 
 
 
 
 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 
 
VJ. LIABILITIES. (Includes those spouse and dependmt children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE Northwestern University Educational Loans Citibank Educational Loans 
 
 
 
 
Name Person Reporting 
Date Report 
 
Underhill, Stefan 
05/14/2009 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instrucuons.J NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 	 
Fidelity Equity-Income (IRA) Dividend Sold 01/29 (part) 
Sold 04130 (part) 
Sold 07/01 (part) 
Sold 09125 (part) 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (1) (2) (1) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g. Date Value Gain Identity 
Code div., rent, Code Method buy.sell. Month Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
Fidelity Equity-Income (IRA) Dividend 
Fidelity Contrafund (IRA) Dividend 
Fidelity Balanced (IRA) Dividend 
Artisan International Fund Distribution 
Legg Mason Value Trust Dividend 
 
 
10. 
Vanguard Star Fund Dividend Sold 01/15 (part) 
 
11. 
Sold 09125 (part) 
 
12. 
Massachusetts Mutual Life Ins. Co. enh. None ole life policy 
 
13. 
Guardian Life Ins. Co. whole life policy None 
 
14. 
Conn. General Life Ins. Co. universal life None !icy 
 
15. 
Northwestern Mutual whole life and life None policies 
 
16. 
Connecticut Teachers Retirement Board (ve None sted pension) 
 
 
17. Peoples United Bank accounts Interest Income Gain Codes: (See Columns and 04) Value Codes (See Columns and DJ) Value Method Codes (See Column C2) 1.000 less F-SSO,DOI -SIDO.ODO =$15,000 Jess =S2SO,DOI -SSD0,000 =s2s.ooo.DOt -sso.DOo.ooo -Appraisal =Book Value =SI.DOI -S2.SDO =SJ DO.DOI -Sl.000.000 =SJ 5,001 -$50,000 =SsDO.DOI -Sl.ODO.ooo =Cost (Real Estate Only) V-Dther =S2.501 -SS,ODO =Sl.000.DOI -ss.000.000 =$50,001-$100,000 =s1.ooo.DOt -ss.ooo.oDO =More than SS0.000.000 =Assessment W=Estimated =SS.DOI -SIS.DOD =More than SS.000.000 =$100,001 -S250,000 =ss.ooo.D01 -s2s.ooo,ooo T=Cash Market E-SIS.DOI -SS0.000 
 
 
Date Report 
 
Name Person Reporting 
 
Underh111, Stefan 
0511412009 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP-34-60 flung instructions.) 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) (I) 
 
(2) (4) (5) 
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, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
 
transaction) 
 
18. Apple Inc. Stock None Buy 01/16 
19. Buy (add!) 01131 come Gain ,Codes.: 1,000 Jess =SJ,001 -S2,500 =S2,SOJ -SS,000 D=SS,001-SIS,OOO =SJS,001 -SS0.000 (See Columns and D4) =SS0,001 -SJ00,000 =SI00,001 -SJ,000,000 =SJ,000,001 -SS,000,000 =More than SS,000,000 Value Codes =SI 5,000 less =SIS,001 SS0,000 =S50,00! -SI00,000 =s100,001 mo,ooo-(See Columns and DJ) =S250,00J -SS00,000 =SS00,001 -SJ ,000,000 =SJ,000,001 -SS,000,000 =SS,000,001 -SZS,000,000 =S25,000,00J -SS0,000,000 =More than SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (See Column C2) =Book Value V=Other =Estimated 
 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReporL) 
Part The -Trust listed Part line 2007 report has expended all assets and closed. 
Part Vil: 
-Assets listed Part Vil include assets held -trusts identified Part 
-Reynolds Opportunity Fund shown line 2007 report was entirely disposed 2007. 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 ofS U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
 
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