Jane E Magnus-Stinson Financial Disclosure Report for 2010

8/3/2019 Jane E Magnus-Stinson Financial Disclosure Report for 2010

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A O 10Rev. 1/2011 FINANCIAL DISCLOSURE REPORTFOR CALENDAR YEAR 20 10Report R equired by the Ethics

in Government Act of 1978(5 U.S.C. app. 101-111)

1 . Pe rs on R e po r t ing ( l a s t n a m e , f i r st , m iddle i n i t i a l )M a g n u s - S t in s o n , J a n e E .

4. Tit le (Ar t ic le 111 judges ind ica te ac t ive o r sen ior s ta tus ;magist rate judges indicate fu l l- or par t- t ime)Dis t r i c t J udge

7 . C h a m b e r s o r Of f i ce A d d r e s sB i r c h B a y h U n i t e d S t a t e s C o u r t h o u s e4 6 E . O h i o S t r e e t , R o o m 3 6 1I ndianapol i s , 1N 46204

2. Cou r t o r Orga n i za t i onU S D i s t r i c t C o u r t S o u t h e r n D i s t r ic t o f I n d i a n a

5a . R e p o r t T y p e ( c he c k a p p r o p r i a t e ty p e )

] N o m i n a t i o n , Date[] Initial [] Annual [] Final5b. [] Amended Report8. On the basis of t h e i n f o r m a t io n c o n t a i n e d i n t h i s R e p o r t and anym o d i f i ca 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

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

R e v i e w i n g Of f i ce r D a t e

3. Date of R e p o r t05/10/2011

6 . R e p o r t i n g P e r i o d0 1 / 0 1 / 2 0 1 0

to12/31/2010

I M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete all parts,checking the NO NE box for e ach part where you have no reportable informat ion. Sign on iast page.

I . P O S I T I O N S . m e p o . i n g i n d i v i d u , I o n l ~ ; " s e e p p . 9 - 1 3 o/fillng instructions.)[-~ NONE (No reportable positions.)

1. M e m b e r , B o a r d o f V i s it o r s2.3.

4.5.

P O S I T I O N N A M E O F O R G A N I ZA T I O N / E N T IT YI n d i a n a U n i v e r s it y S c h o o l o f L a w , I n d i a n a p o l i s

I I . A G R E E M E N T S . (Reporting individual only; seepp. 14-16 of fillng instruction~)N O N E (No reportable agreements.)

1.19 9 52.3.

D A T E P A R T I E S A N D T E R M SI n d i a n a J u d g e s R e t i r e m e n t F u n d , p e n s i o n u p o n r e t ir e m e n t a g e 6 2 -6 5


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FINANCIAL DISCLOSURE REPORTPage 2 o f 8

Name of Person ReportingMagnus-Stinson, Jane E.

Date of Report05/10/201 I

I lL N O N - IN V E S T M E N T I N C O M E . (Reporting individual and spouse; seepp. 17-24 of filing instructions.)A. Filers Non-lnvestment IncomeD NO N E (No reportable non-investment income.)

DATE SOURCE AND TYPE INCOME( y o u r s , n o t s p o u s e s )1 . 1 0 / 2 0 / 2 0 1 0 N a t i o n a l I n s t it u t e f o r T r i a l A d v o c a c y - t e a c h i n g c o m p e n s a t i o n $2,475 .002.3.4.

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 anyportion of the reporting year, complete this section.(Dollar amount not required except for honoraria.)

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

1 . 2 0 1 02 . 2 0 1 03 . 2 0 1 04 . 2 0 1 0

DATE SOURCE AND TYPEC r i p e A r c h i t e c t s + E n g i n e e r s - w a g e sC a t h e d r a l - r a f f l e w i n n e rS t . T h o m a s A q u i n a s - r a f f l e w i n n e r

I n d i a n a P u b l i c E m p l o y e e s R e t i r e m e n t F u n d - p e n s i o n

I V . R E I M B U R S E M E N T S --transportation, Iodglng, food, entertainment.(Includes those to spouse and dependent children; see pp. 25-27 o filling instructions.)

~ N O N E ( N o reportable reimbursements.)

3.4.5.

SOURCE DATES LOCATION PURPOSE

N a t i o n a l I n s t i t u t e f o r T r i a l O c t o b e r 1 0 - 1 5 , 2 0 1 0 I n d i a n a p o l i s , 1 N T r i a l S k i l ls S e m i n a rA d v o c a c y

ITEMS PAID OR PROVIDE

Meals p rovided


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FINANCIAL DISCLOSURE REPORTPage 3 o f 8


Date of Report05/10/2011

V . G I F T S . a n t i .d e s t h o s e t o s p o . s e a n d dependent chi ldren; see p p . 2 8 - 3 1 of fil ing instructions.)N O N E ( N o rep ortable gifts .)

SOURCE DESCRIPTION1 .2.

3.4.

5.

VALUE

V I . L I A B I L I T I E S . a n c l a d c s t h o s e o l s p o . s e a n d dependent children; see pp. 3 2 - 3 3 of filing instructions.)NONE (No reportable liabilities.)

CREDITOR DESCRIPTION1 .2.

3.

4.5.

VALUE CODE


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FINANCIAL DISCLOSURE REPORTPage 4 of 8


Date of Report0 5 / 1 0 / 2 0 1 1

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 , , , a l u e , t r a n s a c t i o n s (Includes those of spouse and dependent children; see pp.34-60 of fi l ing instruc t ions.)D NONE(No reportable income, assets, or transactions.)

A. B. C.Descript ion of Assets In co m e dun n g Gr o ss v a lue a t en d

( in c ludin g trust a ss e ts ) re p o rtin g p e r io d o f re p o rtin g p e rio dO) (2 ) (0 (2)

P la ce "(X )" a fte r e a ch a ss e t A m o un t Type (e .g . , V a lue V a lueexempt f rom prior disc losure C o d e 1 div., rent, Code 2 Method( A - H ) o r i n t . ) (J-P) C o d e 3( Q - W )

1 . D e fe rr ed C o m pe n sa ti on A cc t.[]

2. - In d i a n a S t a b le V a l u e F u n d

3. D e f e r r e d C o m p e n s a t i o n A c c t .[ ]

4. - In d i a n a S t a b le V a l u e F u n d5. V a n g u a r d 5 0 0 I n d e x F u n d

6. S e t t l e r s ( f o r m e r l y K e y ) L i f e I R A

7. R e g i o n s B a n k I R A

8. D e f e r r e d C o m p e n s a t i o n A c c t . -[ ]

9. - In d i a n a S t a b le V a l u e F u n d1 0 . Deferred CompensationAcct.~

1 1 . - In d i a n a S t a b le V a l u e F u n d1 2 . R e t . F u n d B P

B I n t e r e s t L T

A I n t e r e s t J TA D i v i d e n d J T

C I n t e r e s t L TA I n t e r e s t K T

B I n t e r e s t L T

A I n t e r e s t J T

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( 1 ) (2) (3)

T y p e ( e . g . , D a t e V alueb u y , s e l l , mm/dd/yy C o d e 2

r e d e m p t i o n ) (J-P)

( 4 ) ( 5 )G a in Ide n ti ty o f

Code 1 b u y e r / s e l l e r(A-H) ( i f pr ivate

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

1 3 . -PERFGuaranteed Fund1 4 . -North.Tr. Invstmts., Inc. Lehma n Bro s.(now B arclays) Agg1 5 . Indiana Mem bers Credit Union Accts.

1 6 . Regions Bank Acct.

1 7 . Huntington National Bank Acct.

B I n t e r e s t

B Int . /Div .

A Int . /Div .

A I n t e r e s t

A I n t e r e s t

K

J

J

D i s t r i b u t e dD i s t r i b u t e d

T

T

T

09 / 13/ 10 L09 / 13/ 10 K

I . In c o me G a in Co de s : A = $1,0 00 o r le s s B = $1 .00 1 - $2,5 0 0 C = $2 ,5 01 - $5 ,0 0 0 D = $5,00 1 - $1 5,00 0( S e e C o l u m n s B I a n d D 4 ) F =$ 50,001 - $ 100,000 G = $ 100,001 - $1,000,000 H 1 =$ 1,000,001 - $ 5,000,000 H2 = M or e th an $ 5 ,0 0 0,0 0 0

2. Va lu e Co de s J -$15,000 or I cs s K = $15,001 - $ 50,000 L = $50 ,001 - $1 00,0 00 M = $10 0,00 1 - $2 50 ,000( S e e C o l u m n s C I a n d D 3 ) N $2 50 , 0 0 1- $50 0 . 0 0 0 O = $50 0,0 01 - $ 1 ,000 ,00 0 p I = $ 1 ,0 00 ,0 01 - $5 ,00 0,00 0 p 2 = $5,0 00,0 01 . $25 ,0 00 ,0 00

13 = $2 5,0 00,001 - $50,000.000 P 4 = M o re tha n $50 ,0 0 0,0 0 03. Value M eth od C od es Q = A p p r a i sa l R = C o s t ( R e a l E s t a t e O n l y ) S = A s s e s s m e n t T - C a s h M a r k e t( S e e C o l u m n C 2 ) U = Bo o k Va lu e V = O t h e r W = E s t im a t e d

E = $15,001- $50,000


5/8



Date of Report05/1 0/201 1

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 a l a e , transactions (Includes those of spouse and dependent children; see pp. 34-60 o/filing instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C.D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s 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(1) (2) (1 ) 12 )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 T y p e ( e . g ., V alue Valuee x e m pt f rom pr io r d i s c los u re C o d e 1 d i v . , r e n t . C o d e 2 M e th o d

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

(t )T y p e ( e . g .,

b u y , s e l l ,re de m pt ion)

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(2) (3) (4) (5 )D a t e V a l u e G a i n Identity of

mm/dd/yy C o d e 2 Code I buyer/seller( J - P ) ( A - H ) (if private

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

1 8 . PNC Bank/form erly Nat.l City Money M kt. A I n t e r e s t K1 9 . O l d N a t i o n a l B a n k A c c o u n t A I n t e r e s t J

20 . C r i p e D e f e r r e d C o m p A l l i a n c e B e n e f i tGrou p21 . - R a i n i e r B a l a n c e d P o r t f o l i o A I n t e r e s t22 . - P I M C O T o t a l R e t u r n F u n d A I n t e r e s t J23 . Van Ka~npenEquity IRA~ A I n t e r e s t J24 . Van KarnpenEquity IRA[] A I n t e r e s t J

25 .26 .27 .28 .29 .

J IN C o l l e g e C h o i c e B l a ck R o c k L a r g e C a p . A I n t e re s tCJ IN C o l l e g e C h o i c e P I M C O T o t a l R e t u r n A I n t e re s tJ IN College Choice Colum iba Acorn A I n t e r e s tPortfolioJ IN College Choice TRowe Price Large A I n t e r e s tCapG IN College Choice Black Rock Large Cap A I n t e r e s t

J

J

J

TTT

Sold

B uy(addl)B uyBuy

Sold

0 1 / 0 5 / 1 012/ 27/ 1012/27/I 012/27/I 001/ 05 / 10

JJ

J

JJ

A

A30 .31 .32 .33 .1 3 4.

G IN C011egeChoice PIMCO Total Return

G I N C o l l e g e C h o i c e C o l u m i ba A c o r nPor t fo l i oG IN C o l l e g e C h o i c e T R o w e P r i c e L a rg eCa pC E R E S C a l U n i f i e d S c ho o l B o n d

A I n t e r e s t JA I n t e r e s t JA I n t e r e s t JA I n t e r e s t K

TTT

T

B u y( a d d l )B uyB uy

12/ 27/ 1012/27/1012/27/10

JJ

J

IN Fin. Auth. Bond Srs. St.Frances H ealth A I n t e r e s t J

I . In c o me G a in Co de s : A =$ 1,0 0 0 or t es s B =$ 1,0 0 1 - $ 2 ,5 0 0 C = $2 ,5 0 1 - $5,0 0 0 D = $5 ,0 01 - $15 ,00 0( S e e C o l u m n s B 1 a n d D 4 ) F = $ 50.001 - $100,000 G =$10 0,00 1 - $1,00 0,00 0 H 1 = $1,000,001 - $5,000 ,00 0 H 2 = Mo re tha n $5,0 00 ,0 00

2. Va lu e Co de s J = $15 ,0 00 o r le s s K = $15 ,001 - $5 0,00 0 L = $50,001 - $ 100,000 M = $1 00 ,0 01 - $2 50,0 00(S e e Co lu mn s C I a n d D3 ) N = $2 50 .0 01 - $50 0,00 0 O = $50 0,00 1 - $1,00 0,00 0 PI =$1,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000

P3 =$25,000.001 - $50,000,000 P 4 M o r e I h a n $ 5 0 , 0 0 0 , 0 0 03. Value M eth od C od es Q =Appr a i s a l R = Co s t (Re a l Es ta te On ly ) S = A s s e s s m e n t T = C a s h M a r k e t( S e e C o l u n m C 2 ) U = Bo o k Va lu e V = O t h e r W = E s t im a t e d

E =$ 15 ,0 0 1 - $ 5 0 ,0 0 0


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N a m e o f P e r so n R e p o r ti n gMagnus-Stinson, Jane E.

Date of Report05/10/2011

VII. 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 s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o 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 e p o r t i n g p e r io d o f r e p o r t i n g p e r i o d

(1) (2) ( 1 ) ( 2 )Place "(X)" after each asset A m o u n t Type (e.g., V a l u e V a l u e

exempt from prior disclosure C o d e 1 d i v . , r e n t , C o d e 2 M e t h o d( A - H ) o r i n t . ) (J-P) C o d e 3

( Q - W )

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d(1 ) (2) (3)

Type (e.g. , Date Valuebuy, se l l , m m / d d / y y C o d e 2

r e d e m p t i o n ) ( J - P )

( 4 ) ( 5 )Ga in Ide n t ity o f

Code 1 buyer /se l l er(A -H ) (if p r iva te

t ransac t ion)

35 .

I. I nc om e Gain C od es :(S e e Co lu mn s B I a n d D4)

2. Value C od es(S e e Co lu mn s C I a n d D3 )

3. Value M eth od C od es(S e e Co lu mn C2)

A = $ 1 , 0 0 0 o r l e s sF =$50,001- $100,000J = $15,000 o r lc s sN= $250,001- $500,000P3 =$25,000.001- $50,000,000Q = A p p ~ i s a lU = B o o k V a l u e

B = $1 ,001 -$2,500G -$100,001- $1 ,000,000K =$15,001- $50,000O= $500,001 -$1 ,000,000R = C o s t ( R c a l E s t a l e O n l y )V = O t h e r

C = $2.501- $5 ,000H I = $1 ,000,001- $5 ,000,000L =$50,001- $100,000PI =$1,000,001 - $5,000,000P4 -Mo re tha n $50,000,000S = A s s e s s m e n tW = E s t i m a t e d

D= $5,001- $15,000H 2 ~ Mo re tha n $5 ,000,000M= $100,001- $250.000P2 =$5,000,001- $25,000,000T = C a s h M a r k c t

E = $15,001- $50.000


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FINANCIAL DISCLOSURE REPORTP a g e 7 o f 8

N a m e o f P e r s o n R e p o r t in gM a g n u s - S ti n s o n , J a n e E .

D a t e o f R e p o r t05 / 10/ 2011

V I II . A D D I T IO N A L I N F O R M A T I O N O R E X P L A N A T I O N S . andlcate~,ar, o/re~,ort.)


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N a m e o f P e r s o n R e p o r t in g I D a t e o f R e p o r tM a g n u s -S t in s o n , J a n e E .

]05/I 0/2011

IX. CERTIFICATION .I c e r t if y t h a t a l l i n f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i ld r e n , i f a n y ) i sa c c u r a t e , tr u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d t ha t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d b e c a u s e i t m e t a p p l i c a b l e s t a t u to r yp r o v i s i o n s p e r m i t t i n g n o n - d i s c l o s u r e .I f u rt h e r c e r ti f y t ha t e a r n e d i n c o m e f r o m o u t s id e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f t s w h i c h ha v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S .C . a p p . 5 0 1 e t . s e q . , 5 U . S . C . 73 5 3 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t io n s .

Signature: S/Jane E. M agnus-St inson

N O T E : A N Y I N 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 FU L L Y FA L S I F IE S O R F A I L S T O FI 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 I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 04 )

Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Columbus Circle, N.E.Washington, D.C. 20544

Jane E Magnus-Stinson Financial Disclosure Report for 2010

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