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Judicial Watch • Ellen S. Huvelle – 2008

Ellen S. Huvelle – 2008

Ellen S. Huvelle – 2008

Page 1: Ellen S. Huvelle – 2008

Category:Federal Judges

Number of Pages:13

Date Created:October 21, 2009

Date Uploaded to the Library:November 03, 2014

Tags:Huvelle, Ellen S Huvelle, ELLEN, 2008, assets, INVESTMENTS, spouse, transactions, TRUSTS, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Huvelle_Ellen_S 
 
 
 
 
Ill. N-INVESTMENT ME. (Reporting individual and spouse; supp. 17-14 of.filing instructions.) Filers Non-Investment Income 
 
[Z] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 	INCOME Spouses 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 	Husbands 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 Intl 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