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8/3/2019 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
8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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FINANCIAL DISCLOSURE REPORT
Page 2 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
8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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FINANCIAL DISCLOSURE REPORT
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
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FINANCIAL DISCLOSURE REPORT
Page 4 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
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FINANCIAL DISCLOSURE REPORT
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
Con l e y , Wi l li am M .
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
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FINANCIAL DISCLOSURE REPO RT
Page 6 of 10
Name of Person Report ing
Con l e y , Wi l li am M .
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 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
(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
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FINANCIAL DISCLOSURE REPORT
Pa g e 7 o f 1 0
Name of Person Report ing
Con l e y , Wi l li am M .
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 .
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
-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
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FINANCIAL DISCLOSURE REPORT
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
Con l e y , Wi l li am M .
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
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FINANCIAL DISCLOSURE REPORT
Page 9 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.)
8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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FINANCIAL DISCLOSURE REPORT
Page 10 o f 10
Name of Person Report ing
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
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