AO 1o ReW 1/2011 FINANCIAL DISCLOSURE REPORT INITIAL FILING Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. §§ 101-111) 1. Person R eporting (last nam e, first, middle initial) Conley, William M. 4. Title (Article I11 judges ind icate active or senior status; magistrate judg es indicate full- or part-time) U.S. District Judge - active status 7. Chambers or Office Address 120 North Henry Street, Suite 560 Madison, W153703 2. Court or O rganization District Court - Western W isconsin 5a. Report Type (check appropriate type) ] Nomination, Date [] Initial [] Annual [] Final 5b. [] Amended Report 8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. Reviewing Officer Date 3. Date of Report 05/12/2011 6. Reporfing Period 01/01/2010 to 12/31/2010 IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete ali parts, checking the NONE box for each part where you have no reportable information. Sign on last page. I . POSITIONS. (Re, o,ing individual only; seepp. 9-13 of filing instructions.) D NONE I. Member Board of Directors 2. 3. 4. 5. POSITION NAME OF ORGANIZATION/ENTITY Friends of Reminton Center, University of Wisconsin Law School II . 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 Foley & Lardner Defined Contribution Plan, no control 2. 1984 Foley & La rdner frozen pension Plan, no control 3. 1992 Foley & Lardner Cash B alance Plan 4. 1992 Foley & Lardncr Partner Capital Account Plan Conlev, William M.
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William M Conley Financial Disclosure Report for Conley, William M
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8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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
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
8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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
8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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
8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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
8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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
8/3/2019 William M Conley Financial Disclosure Report for Conley, William M
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 )