William M Conley Financial Disclosure Report for Conley, William M

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AO 1oReW 1/2011

FINANCIAL DISCLOSURE REPORTINITIAL FILING

Report Required by the Ethics

in Government Act of 1978

(5 U.S.C. app. §§ 101-111)

1 . P e r s o n R e p o r t i n g ( l a s t n a m e , f ir s t , m i d d l e i n i t i a l)

Conley , Wi l li am M .

4 . T i t l e ( A r t i c l e I 1 1 j u d g e s i n d i c a t e a c t i v e o r s e n i o r s t a t u s ;

magistrate judg es indicate full- or part-time)

U.S. Di s t r i c t Judge - ac t ive s t a t us

7 . C h a m b e r s o r O f f ic e A d d r e s s

120 North Henry Street , Sui te 560

Madi son , W153703

2 . C o u r t o r O r g a n i z a ti o n

Dis t r i c t Cour t - Western W isconsin

5a. Report Type (check appropriate type)

] Nomination, Date

[] Initial [] Annual [] Final

5b. [] Amended Report

8. O n t h e b a s i s o f th e i n f o r m a t i o n c o n t a i n e d i n t h is R e p o r t a n d a n y

m o d i f i c a t i o n s p e r t a i n i n g t h e r e t o , it i s, in m y o p i n i o n , i n c o m p l i a n c e

w i t h a p p l i c a b l e l a w s a n d r e g u l a t io n s .

R e v i e w i n g O f f i c e r D a t e

3 . Date of Report

05/12/2011

6 . R e p o r f i n g P e r i o d

01/01/2010

to

12/31/2010

IMPORTANT NOTES: The instructions accompanying this form must be fo llowed. Complete a l i parts ,checking the NONE box for each part where you have no reportable information. Sign on last page.

I . P O S I T I O N S . ( R e , o , i n g individual only; seepp. 9-13 of filing instructions.)

D NONE (No reportable positions.)

I. Member Board o f Di rec to rs

2.

3.

4.

5.

POSITION NAME OF ORGANIZATION/ENTITY

Friends of Reminton Center, University of Wisconsin Law School

I I . A G R E E M E N T S . (Reporting individual only; see pp. 14-16 of filing instructions.)

D NONE(No reportable agreements.)

DATE PARTIES AND TERMS

I. 1992 Fo l ey & Lar dn er D ef i n ed C o n t r i b u t io n P l an , n o co n t r o l

2. 1984 Foley & La rdner f rozen pension Plan, no cont rol

3. 1992 Fo l ey & Lar dn er C ash B al an ce P l an

4. 1992 Fo l ey & Lar dn c r Par t n e r C ap i t a l Acco un t P l an



FINANCIAL DISCLOSURE REPORT

o f 10

N a m e o f P e r s o n R e p o r t i ng

C o n l e y , W i l l ia m M .

Date of Report

05/12/2011

I II . N O N - I N V E S T M E N T I N C O M E . (Reporting individual andspouse; seepp. I7-24 of fillng instructions.)

A. Filer’s Non-lnvestment Income

D (No reportable income.)ONE non-investment

DATE SOURCE AND TYPE

I . 2010 Foley & Lardner , par tner sh ip d i s t r ibu t ion

2. 2009 Foley & Lardner , par tner sh ip d i s t r ibu t ion

3. 2008 Foley & Lardner , par tner sh ip d i s t r ibu t ion

4.

INCOME

(yours, not spouse’s)

$270,000.00

$300,000.00

$350,000.00

B . S p o u s e ’ s N o n - I n v e s t m e n t I n c o m e - if you were married during an y portion of the reporting year, complete this section.

(Dollar a m o u n t not required except for honoraria.)

N O N E ( N o reportable non-investment income.)

DATE SOURCE AND TYPE

I.

2.

3.

4.

I V . R E I M B U R S E M E N T S - transportation, lodging, food, entertainmenL

(Includes those to spouse and dependent children; see pp. 25-27 of filing instructions.)

N O N E (No reportable reimbursements.)

SOURCE DATES LOCATION

I.

2.

3.

4.

5.

PURPOSE ITEMS PAID OR PROV IDED




Pa g e 3 o f 1 0

N a m e o f P e r s o n R e p o r t i ng

Con l e y , Wi l li am M .

Date of Report

05/12/2011

V . G I F T S . a n c l u d e s those to spouse and de pendent children; see pp. 28 -31 of fillng instructions.)

N O N E (No reportable gifts.)

SOURCE D ESCRI P TI O N

1 .

2.

3.

4.

5.

VALUE

V I . L I A B I L I T I E S . (Includes those of spouse and depen dent children; see pp. 32-33 of f i ling instruction~)

N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION

1 .

2.

3.

4.

5.

VALUE CODE




o f 10 Ia m e o f P e r s o n R e p o r t i n g

Conley , Wil l iam M.

Date of Report

05/I 2/201 l

V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

D N O N E (No reportable income, assets, or transactions.)

A, B. C.

D e s c r i p t i o n of Assets Income during Gross v a l u e a t e n d

( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

(l ) (2 ) (l) (2) (l ) (2) (3)

P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t Type (e.g. , V a lu e V a l u e Type (e.g. , D a t e V a l u e

e x e m p t f ro m p r i o r d i s c lo s u r e C o d e I d iv . , r e n t , C o d e 2 M e t h o d b u y , s e l l , m m / d d / y y C o d e 2

( A - H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P )

(Q - W )

2.

3.

4.

5.

6.

7.

8.

9.

1 0 .

14 .

15 .

17 .

Mo rgan Stanley Smi th B arney (Inv . Acct . )

-Alcoa Inc

-Ameri can Elect r i c Power Co

-America n Tower CP Class A

-Amerigas Partners Commo n Units

-Apple Inc

-Chicago Br idge & Iron Co , N.V.

-ConocoPhi l l ips

-Danaher C o r p

-Deluxe Corporation

-Duke Energy Corp H iding Co

-El Paso Pipel ine Partners LP

-Express Scripts Inc Comm on

-Ford Motor Co New

A Dividend J T

A Dividend J T

None J T

A Dividend J T

None J T

None J T

A Dividend J T

A Dividend J T

A Dividend J T

A Dividend J T

A Dividend J T

None J T

None J T

T ran s a c t i on s du r i n g r ep o r t i n g p e r i o d

-General M il ls lnc

-H J Heinz Co

-Health Care Reit Inc

A D ividend J T

A D ividend J T

A D ividend J T

( 4 ) ( 5 )

G a i n I d e n t i t y o f

C o d e 1 b u y e r / s e l l e r

(A-H) ( i f p r i v a t e

t r a n s a c t i o n )

I. Income Gain C o d e s :

(See Columns B I and D4)

2.Value Codes

(See Columns C I and D3)

3.Value Method Codes

(See Column C2)

A =$1,000 orlcss

F =$50,001- $100,000

J =$15.000 orlcss

N =$250.001- $500,000

P3 =$25,000,001 - $50.000,000

Q = A p p r a i s a l

U =Book Value

B =$1,001- $2,500

G=$100.001 -$1,000,000

K =$15,001- $50,000

O =$500,001 - $1,000,000

R =Cost {Real Es ta te O nly)

V : O t h e r

C =$2,501 - $5,000

H 1 =$1,000,001 - $5,000,000

L =$50,001 - $100.000

P1 =$1,000,001 - $5 ,000,000

P4 -M o r e t h a n $50,000,000

S =Assessment

W =Eslimated

D =$5,001 -$15,000

H2 = M or e ~ an $5,000,000

M=$100,001- $250,000

P2 =$5,000.001- $25.000.000

T = C a s h M a r k c t

E =$15,001 -$50,000




P a ge 5 o f 10

N a m e o f P e r s o n R e p o r t i n g


Date of Repor t

05/12/2011

V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)

D NONE(No reportable incom e, assets, or transactions.)

D e sc r i p t i o n o f A s se t s I n c o m e d u r i n g

( i n c lu d i n g t r u s t a s s e t s ) report ing pe riod

(t) (2)

Place "(X)" after each asset A m o u n t Type (e.g.,

exempt from prior disclosure C o d e 1 div . , ren t ,

( A - H ) or in t . )

18 . -Honeywell Int’ l Inc A Dividend

19 . - I I I Tool Works Inc . A Dividend

20 . -Intuit lnc None

21 . -J&J A Dividend

22 . -Johnson Controls Inc A Dividend

23 . - Ke l logg C o . A Dividend

24 . -McDonalds Corp A Dividend

25 . -Mylan Inc None

26 . -N ik e In c. B A Dividend

27 . -O rac le C orp A Dividend

2 8. - Pe ps ic o In c. N C A Dividend

29 . -Proc te r & Gamble A Dividend

30 . -Spec t ra Ene rgy CorpCom A Dividend

3 1. - St ar bu c ks C o rp W a s hi ng to n A Dividend

32 . -U S Bancorp Corn New A Dividend

33 . -Union Pac i f i c Corp A Dividend

34 . -X ce l En e rg y ln c A Dividend

G ro s s v a l u e a t e n d

o f r e p o r t i n g p e r io d

(1) (2)

Value V a l u e

C o d e 2 M e t h o d

(J-P) C o d e 3

( Q - W )

J T

J T

J T

J T

J T

J T

J T

J T

J T

K T

J T

J T

J T

J T

J T

J T

J T

T ra n sa c t io n s d u r in g r e p o r t i n g p e r io d

(1 ) (2) (3)

Type (e.g., Date V alu e

buy, sell, mm/dd/yy Code 2

redemption) ( J - P )

( 4 ) ( 5 )

Gain Identity of

Code 1 buyer/seller

(A-H ) (if p rivate

transaction)

I . Income Gain Codes: A =$1,000 or less B =$1.001 - $2 .500 C =$2,501 - $5 ,000

(See Columns B 1 and D4) F =$ 50,001 - $100,000 G =$ 100.001 - $1.000,000 H I =$1,000,001 - $ 5,000.000

2. Value Codes J =$15,000 or less K=

$15,001 - $ 50.000 L =$50,001 - $100.000

(See Colunms C I and D3) N =$250,001 - $500,000 O =$500.001 - $ 1.000.000 P I =$1,000.001 - $5,000,000

P3 =$25.000.001 - $50.000,000 P4 =More than $50.000,000

3. Value Method Codes Q =Appraisal R =Cosl (Real Es tale Only) S =Assessment

(See Column C2) U =Book Value V : O t h e r W =Es t ima te d

D =$5,001 - $15.000

H2 =More than $5,000,000

M -$ 100,001 - $250,000

P2 =$5,000,001 - $25,000,000

T =Cash Market

E =$15,001 - $50,000



FINANCIAL DISCLOSURE REPO RT

of 10

Name of Person Report ing


Date of Report

05/12/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o ,- e , v a l u e , transactions (Includes those of spouse and dependent children; seepp. 34-60 of.filing instructions.)

D NONE (No reportable incom e, assets, or transactions.)

D e sc r i p t i o n o f A s se t s

( i n c l u d in g t r u s t a s s e t s )

Place "(X)" af t e r e a c h a s s e t

exempt from prior disclosure

3 5. -Yum Br ands Inc

3 6. -We lls Fargo Capita l VII GTD Trust PfdS e c u r i t i e s T r u p s

3 7. -USB Cap t ia lVI

3 8 . -Dav i s New York V enture A

3 9 . -Franklin Mutu al Glb Discov A

40 . -Franklin Small Midca p Grw A

41 . -money marke t fund

42 . Charles Schwab (401K)

43 . -Ameri can Beacon Lg Cap Va lue Ins t

44 . -Fidel i ty Contrafu nd

45. -Vanguardlns t i tu t i ona l Index

46 . -Drey fus /The Bo s ton Company SM Cp Va

47 . -Dodge & Cox lnt’ l Stock

48 . -Baird Aggregate Bond Inst

49 . We lls Fargo (IRA)

50. -AlcateI-Lucent

51. -Bris tol Myers Squibb Co

In c o m e d u r in g G ro s s v a l u e a t e n d

r e p o r t i n g p e r i o d o f r e p o r t i n g p e r io d

( 1 ) ( 2 ) (11 (2)A m o u n t Type (e.g., V a lu e V a lu e

Co d e 1 d iv ., r en t , C od e 2 M e t h o d

( A - H ) or in t . ) (J-P) C o d e 3

( Q - W )

A Dividend J T

A Dividend J T

A Dividend J T

A Dividend K T

B Dividend K T

None K T

A Interest J T

None L T

None N T

None K T

None K T

None M T

None K T

None J T

None J T


(t ) (2) (3)

T y p e ( e . g ., D a t e V a l u e

b u y , s e l l , m m / d d / y y C o d e 2

redemption) ( J - P )

( 4 ) (5 )

G a i n Identity of

C o d e 1 buye r/se l le r

( A - H ) (if private

t ransact ion )

I. Incom e G ain Codes: A ~$1,000 or less B =$1,001 - $2 ,500 C =$2,501 - $5,000 D =$5,001 - $15,000

(Se e Co lumn s BI a n d D4) F =$50,001 - $ 100.000 G =$100.0 01 - $1,000,0 00 H I = $1 ,0 00 ,00 1 - $5,00 0,0 00 H 2 = More than $5,0 00,0 00

2. V alu e Cod es J =$15,000 or less K= $15,001 - $5(I .000 L =$50,001 - $100,000 M =$100,001 - $250,000

(See ColumnsCI and D3) N = $ 2 5 1 1 . 0 0 1 - $ 5 0 0 ,0 1 1 0 O = $ 5 0 1 1 . 9 0 1 - $ 1 . t 1 9 0 ,1 1 0 0 PI =$1,000,001 - $5,000,000 P2 =$5,090,001 - $25,000,000

1’3 =$25,000,001 - $50,000,000 P4 =More than $50,000,000

3. Value Method Codes Q = A p p ra isa l R ’ Cost (Real Es ta te Only) S =Assessment T =Cash Market

(See Column C2) U =Bo o k Va lue V ~ O t h c r W =Estimated

E =$15,001 - $50,000




Pa g e 7 o f 1 0



Date of Repor t

05/12/2011

V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)

[~ N O N E (No reportable income, assets, or transactions.)

A. B. C.

D e sc r i p t i o n o f A s se t s In c o m e d u r in g G ro s s v a l u e a t e n d

( i n c lu d i n g t r u s t a s s e t s ) r ep ort in g per iod o f rep or t in g pe r io d

(1) (2) ( t ) ( 2 )

Place "(X)" after each asset A m o u n t Type (e.g., Value V a l u e

exempt from prior disclosure Co d e 1 d iv ., r e n t , C o d e 2 M e t h o d

( A - H ) or in t . ) (J-P) C o d e 3

( Q - W )

-Eli Lilly & Co None J T

-Emerson Electric Co None J T

-Merck & Co Inc New None J T

-Paychex Inc None J T

-Peps i co Inc None J T

-Pfizer Inc None J T

-Sector SPDR TR Techno logy Select Sector None J T

-Sony Corp ADR New None J T

52 .

53 .

54 ,

55 .

56 .

57 .

58 ,

59 .

60 .

61 ,

62 .

63 .

64 .

65 .

66 .

67 .

68 .


-Stryker Corp None J T

-We lls Fargo Co None J T

-We lls Fargo Cash Acc’ t None J T

Wells Fargo (spo use IRA)

(1 ) (2) (3) (4)

Type (e.g., D a t e Value Gain

buy. sell. mm/dd~yy C o d e 2 C o d e 1

redemption) (J-P) (A-H)

-Abbo t t Labora to r i es None J T

-Johnson & Johnson No ne J T

-Mar shall & llsley Corp None J T

-Pepsico lnc None J T

-Procto r & Gamble Co None J T

(5)Identity of

buyer / se l l e r

(if private

t ransact ion )

I. Inc om e G ain Codes: A =$1,000 or less B =$1,001 - $2 ,500 C =$2,501 - $5 ,000 D =$5,001 - $15,000

(Se e Co lun ms B I a n d D4) F =$ 50.001 - $ 1 00,000 G =$ 100,001 - $1,000,000 H 1 =$1,000,001 - $5,000,000 H2 =More than $5,000,000

2. Value Codes J =$15.000 or less K= $15,001 - $50,000 L =$50,001 - $ 100,000 M =$100,001 - $250,000

( See (’ohlmns C I and D3) N =$250.001 - $500,000 O ~$500,001 - $1,000,000 P 1 =$ 1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000

P 3= $25,000.001 - $50.000,000 P4 =More than $50,000,000

3. Value Mclhod (. ’odes Q =Appraisal R =Cosl (Real Esla te Only) S =Assessment T = Cash Marke t

( S e e ( . ’ o h l r l l l l 1 [ ’ 2 ) U =Bo o k Va lue V = O the r W =Estimated

E =$15,001 - $50,000




Pa g e 8 o f 1 0

N a m e o f P e r s o n R e p o r t i n g


Date of Report

05/12/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v u l u e , transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)

N O N E (No reportable income, assets, or transactions.)

69 .

70 .

71 .

72 .

73 .

74 .

75 .

76 .

A. B. C. D.

Description of Assets Income during Gross value at end Transactions during reporting period

(including trust assets) rep orting p eriod of rep orting p eriod

(l ) (2 ) (1) (2) (1 ) (2) (3) [ (4) (5 )

Place "(X)" after each asset Amount Type (e.g ., V alu e V alu e Type (e.g., D a t e Va lue G ain Identity of

exempt from prior disclosure Code 1 div., rent, Code 2 Method buy, sell, m m /d ~ yy Code 2 Code 1 buyer/seller(A-H) o r i n t . ) (J-P) C od e 3 redemption) (J-P) (A-H ) (if p rivate

(Q-W) transaction)

-Sysco Corp N one J

-EuroPacific Grow th FD Class A None

-New Wo r ld Fund Class A New FX None

-We lls Fargo Cash Acc’ t None

US Bank ~ .~"¢ ! 401 K, m utua l fund s , nocontrol)

EdVes t College Saving Program ~ J~ 1)

EdVe st College Saving Program ~.. . 2)

M& I B a nk A cco un ts

None L T

None L T

None L T

A I n t e r e s t J T

1. Incom e G ain Codes: A =$1.000 or less B =$1,001 - $2 ,500 C =$2.501 - $5 .000 D =$5.001 - $15,000

( See Columns B I and D4) F =$ 50.001 - $ 1 00,000 G = $1 00 ,0 01 - $ 1,0 00 ,0 00 H 1 =$1 ,0 00 ,0 01 - $5 ,0 00 ,0 00 H2 =M ore than $ 5,000,000

2. Value Codes J =$15.000 or less K =$15.001 - $50.000 L =$50.001 - $100,000 M =$ 100.001 - $250,000

(See CohlmnsC I and D3) N =$250.001 . $500.000 O =$500.001 - $1.000,000 PI =$1.000,001 - $5 .000.000 P2 =$5.000.001 - $25.000,000

P3 -$25.000.001 - $50.000.000 P4 =M ore than $50.000,000

3, Value Mcthod Codes Q =Appraisal R =Cost (Real Es ta te Only) S =As s e s s me nt T =Cash Market

(Se e Co lumn C2) U =Bo o k Va lue V ::Other W =Es l ima te d

E =$15.001 - $50.000




o f 10

Name of Person Reporting

Conley , Wil l iam M.

Date of Report

05/12/2011

VIII. ADDITIONAL INFO RMATION O R EXPLANATIONS. (ln~ticate part of report.)




o f 10


C o n l e y , W i l li a m M .

Date of Report

05/12/2011

IX. CERTIFICATION.

1 ce r t i fy t ha t a l l i n fo rm a t io n g iv e n a bo v e ( i n c l u d in g i n fo rm a t io n p e r t a in in g t o m y s p o u s e a n d m in o r o r d e p e n d e n t ch i l d re n , i f a n y ) i sa ccu ra t e , t r u e , a n d co m p le t e t o t he be s t o f m y k n o w le d g e a n d be l i e f , a n d t ha t a n y i n fo rm a t io n n o t r e p o r t e d w a s w i t hhe ld be ca u s e i t m e t a p p l i ca b l e s ta t u t o ry

prov is ions permi t t ing non-d isc losu re .

1 f u r t he r c e r t i fy t ha t e a rn e d i n co m e f ro m o u t s i d e e m p lo y m e n t a n d ho n o ra r i a a n d t he a cce p t a n ce o f g i f t s w h i ch ha v e be e n r e p o r t e d a re i ncomp liance wi th the p rov is ions o f 5 U.S.C . app . § 501 e t . seq . , 5 U.S.C . § 7353 , and Jud icia l Conference regu la t ions .

S ig n a t u r e : S / W i l li am M . C on l e y

N O T E : A N Y IN D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F I E S O R F A L L S T O F I L E T H I S R E P O R T M A Y B E S U B J E C T T O C I V ILA N D C R IM IN A L S A N C TIO N S ( 5 U . S .C . a pp . § 1 0 4 )

Committee on Financial Disclosure

Administrative Office of the United States Courts

Suite 2-301

One Columbus Circle, N.E.

Washington, D.C. 20544

William M Conley Financial Disclosure Report for Conley, William M

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Transcript of William M Conley Financial Disclosure Report for Conley, William M