Philip G Reinhard Financial Disclosure Report for 2008
Category:Financial Disclosure
Number of Pages:8
Date Created:October 21, 2009
Date Uploaded to the Library:November 13, 2013
Donate now to keep these documents public!
See Generated Text ∨
Autogenerated text from PDF
Reinhard_Philip_G III. N-JNVES TMENT JNC ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) Illinois Municipal Retirement Fund SOURCE AND TYPE I.2008 Illinois Judges' Retirement System Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. (Dollar amount nol required except/or honoraria.) NONE (No reportable non-investment income.) JV. REIMBURSEMENTS -transportation, lodging, food, entertainment. (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) Date Report REINHARD, PHILIP 04/13/2009 GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) [Z] NONE (No reportable gifts.) SOURCE VI, LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) Date Report REINHARD, PHILIP 04113/2009 VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and 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 Regal Beloit Corporation Common Stock Income during Gross value end Transactions during reporting period reporting period reporting period (I) (2) (I) (2) (I) (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) Dividend Buy 1/10 Trust#! (add'I) IRA Acct.Vanguard Group:AMFI Com. Int./Div. Distributed ock;Prime Money MktAcct AmCore Financial Accounts Interest Equitable Resources Common Stock -Trust Dividend Vanguard -Index Total Stock Market Fund Dividend Vanguard -Index Total Stock Market Fund Dividend Trust Mairs Power Growth Fund -Trust Dividend Redeemed 3/31 (part) 10. 11. Pioneer Natural Res.Co. Common Stock -Trust Nabors Ind. Ltd.,f/k/a Naborslnd.,lnc. Com mon Stock-Trust Artisian Int'! Fund -Trust Dividend None Dividend 12. Cisco Systems Common Stock -Trust None 13. 14. E*Trade Cleaming LLC Brokerage Account -Trust Vanguard Prime Money Market Fund Interest Dividend 15. 16. Vanguard Prime Money Market Fund -Trus Dodge Cox Stock Fund -Trust Dividend Dividend 17. Royce Low-Priced Stock Fund -Trust None Redeemed 5113 Sold 12/12 Redeemed 5/12 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 04) =$50,001 -$100,000 =$100,001 $1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000or less =$15,001 $50,000 =$50,001 -$100,000 =$100,001 -$250,000 (See Columns and 03) =$250,001 -$500,000 0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market mated (See Column C2) =Book Value V=Otber =Esti Date Report REINHARD, PHILIP 04/13/2009 VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Asset; (including trust assets) Place "(X)" after each asset exempt from prior disclosure 18. Baron Small Cap Fund -Trust Income during Gross value end Transactions during reporting period reporting period reporting period (I) (2) (I) (2) (I) (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) None 19. Teleflex Inc. Common Sto.ck -Trust Dividend 20. Gold -Krugerrands None 21. Dodge Cox International Stock Fund Dividend Trust 22. Meridian Growth Fund -Trust None 417 KRedeemed .... :Abbott Laboritories Common Stock -Trust Dividend 24. 25. Associated Bancorp Common Stock -Trust Johnson Johnson Corp. Common Stock Trust MGE Energy Inc. Common Stock -Trust Dividend Dividend Dividend 27. Corp. Common Stock -Trust Dividend 28. Immucor, Inc. Common Stock -Trust None 29. SCP Pool Corp. Common Stock -Trust Dividend 30. Baron Partners Fund -Trust Dividend 31. 32. Vanguard lntn.Eq. Ind Emr. Mkt. ETF -Trust Keys Federal Credit Union Account (Y) Dividend Sold Buy (add'!) Buy (add'!) 6/19 3/12 6/4 Cemex ADR -Trust Dividend 34. Vanguard Interrnediate-tem1 Tx. Muni bon Interest Buy 118