john d tinder financial disclosure report for 2009

8/3/2019 John D Tinder Financial Disclosure Report for 2009

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f , .~ o 1 o FINANCIAL DISCLOSURE REPORT i~ Government A ct of" 19 7S~,,, . . ~/2oa~ FOR CALENDAR YEAR 20091. Pers,~ Rcporfil~ Im.~l name. fir.-.l , middic ilmial) 2. Cour{ ~r Organization 3. Dute orRep,r~

4. "I itle {Articl~ HI )t~dgcs indicalc acti~ or scuior statu~: 5a. {~p~ rt lype (check appropriate type) 6. Reporting I~ri~d~ N ~,mination. Date5b. ~ Amended Rcpt~rt

7. (ham ber~ or O ll]c~ Address 8. ()tt the basis of the inforn~ aiion cllnzained in Ibis R epllrl and any4t~ Eie;I Ohio Street. Rooln 25(i witln applicabl~ law~ and regulation.~.l:~dizmapo~is, iN

Reviewing Officer __ Dale ...........

I M P O R T A N T N O T E S : l"l~e in.~tractions accompatt it~g this form must be follo,,.ed. Complcte all parts,~-heckb~g the WO~~E box fi~r ea~h part where yoa have no r~Tortahle it~formation. Sign on laatpage.

NONE (No r~7~ortable agreements.)D A I I ~ _ P ART IES AN D T ERM S


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FINANCIAL DISCLOSURE REPORT x ......rp ... . . . . ~ c p o r t i . , . !

I~ . . . .r l ~ p . . ..lage 2 of 9 T i nde r , 3 o h n D .

A. I-ilcrs Ntm-lnvcstment Income~ N ONE (No rc~(,rtoble non-investment income.)DATE ~ O U R C E A N D T Y P E I ~ ~ O M E(yours , not spouses)

3

~[ NO N E ( No reportable non-invesm~ent income.)I )ATE S O U RC E A N ~ T Y P E

I. 2~o9 Barnes & Thomburg, Altomeys at kaw 0~armershi~ Share)

2.


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FINANCIAI~ I)ISCLOSURE REPORT ~ .~/Page 3 of 9 [T i n d e r , J oh n D. 6 1 2 2 / 2 0 1 0

V . (; I lrlS, a,,,-~,,a~.~ ,~,,,,,. ,,,.v ...........d , . t , e n d ~ . z , t c l i l d r , ; see I q - 2 8 - 3 I ,ocJill, tL ittstrtt,tions.)t_~] N O N E (No reportable g~iL~ .)

S()URCE DESCRIPTION VAI. .UE

~ N O N E (No reportable liabilities.)CI~, E DITOR D E S C R I PT I O N V A I , UE C O D E

4.

5.


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FINANCIAL D I S C L O S U R E R E P O R T I N,n ,e of Pers on R~ p ortin g [ Da te of Rep o!!Page 4 of 9I1 Tinder, John D. ]

6!22/2010

V II. INV ES TMEN TS and TRUSTS -i ........ o ~ . . ., . ~ . ~ a c , i o . , a . c l .a c . h o . , . o s . p . . .. . .. . d d e p e n d e , , r c h i l d r e n ; s e e p p . 3 - l -6 ~ 9 , , fJ d i n g i n s t r u c ~ i o n s . )NONE (No reportable income, assets, or transactions.)

a. ~ - B . c. ~ O.Descriplioa of Assets ~ Incom~ during ~ross ~alu al cad ~ Trzmsacfion~ during reporting peri~ :,(including trust as~ls) ~ reposing period of reposing period ~t (1) (2) (1) ~2) ~ tl) (2) (3) (4) (5 1 ~Place "(X)" aflct each asset Amount T)~e (e .g. . Value Value ~ T ~ pc ( e g . . Date Value Gain Identity ofexempt from pri0t disclosure Code ~ div.. rent. Code 2 Method buy. sell. mm!d~~ Code 2 ~ Code I buycrt~llcr[ (A-It) or int.) (J-P) : Code 3 [ redemption) [ (J-P) (A-[I~ (if private........... [ .... ~ (Q-W) I Iransaction)

1. M&I Bank - IRA #l tCD) A Interest J T J

2. B~n~es & Thomburg Profit Sharing Plan D lnt./Div. O T

3. -V anguard Institutional Index Mutual Fund

4. -Harbor Cap Apprec Mutual Fund

5. .Fidelity Small Cap Stock Mutual Fund (See B uy 0 1 , 2 2 , 0 9 JFootnote #2) (add l )6. So,d 0 7 z 0 2 , 0 9 M

7. -William Blair Intl Gr 1 B uy 01/22/09(addl)8 B uy 0 4 / 1 6 , 0 9(addl)9. B uy 0 7 / 2 0 , 0 9(addJ)

I 0. B uy 1 0 / 1 6 / 0 9(addJ)I 1 . -Bcrnstein Strategic Value(P) (See Footnote Sold 01:02:09~ l)1 2. -Templeton Ins! Forgn Eq B uy 01/22/09(addl)13 B uy 04q 6,09(addl)]4 . B uy 07/2009(addl)1 5. B uy 10/16/09(addl)1 6. B uy 12/15/09

(addl)1 7 . -Columbia A corn Fd(Z) (See F ootnote #2) B uy 0 4 / 1 6 1 0 9

t . I n C O m e G : f i n C o d e s : A = $ I . ~ ) O o r t e s s

{ S C o l u m n ~ C I : , n d D 3 ) N = S 2 5 0 . ( ) 0 1 - $ 5 0 0 . 0 0 0 O = $ 5 0 0 . 0 0 1 - $ | . ( X ) O . 0 0 0 1 1 - $1 . fl 00 .O 0 1 - $ 5 .0 9 0. ~ 0 0 l ~ = $ 5 . 00 0 . 0( )1 - $2 5 . L ~ 0. 00 0


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lqNANCIAI. DISCLOSURE REPORT r~ ....P ...... Reporting D[)~I~C 5 of 9 Tinder, John D. 612212010

V I ! . 1 N V E S T M E N T S a n d T R U S T S -- i ............ h .............a,,s (l, ct,,des those ofsp .........d dq , et,dent cl, ildren? se e?p. 34-60,,ffilit,g i ...........i,,m.)N O N E ( N o rel)O/7~ble income, n:;sets, or transactions.)" I3 _ C. D.

i:~hitlh:g tru~l a~s,:ls) _/cp~a~/~g pcrlod, ufrcporting pcrh~d

Place"(X)" al~cr each as~ct Amaum Type (c.g..~

Value ~ Value Type (c.g. Date Va t uc Gain I d c m * ~ yCXClllpl lt-otll prit)r di~losure Code. I div.. rc~L Code 2 ~ N ~ e t h o d buy, sell. ~t~z[d~)" Code 2 Code I buycr"~cllcr(A-It) or irt.) ] (J-P1 ~ Code 3 redem ption) (J-P) (A -II) (ifpr~va~c

I ~ . B ~ y 07i02/09(addl);~. B uy 07/20/09 i(addl)2O. B uy 10/16!09 J(addl)21 . -V~ct()ry El} Value Eq Fd (Sce Foomotc # I) B uy 01[0L09 M

2Z B uy 0 1 1 2 2 / 0 9(addl)]3 B uy 04!16/09(add!)2 . 1 . . B uy 0 7 1 2 0 / 0 9(addq)

2 5 . ~ uy 1 0 1 1 6 1 0 9(addl)r 2 ~ , . Uuitcd Ilome Lift" Ins, Co. (Ann:dry) A I n t e r e s t K T! _. B c l o ( ~ oq ~ Comm on S t oc k A A Dividend J T

i 2 ~ ; I)cio CorD Commor~ Stock 13 A I)ividcnd J T

2(L Colgatc Pahnotiv Common Stock [~ Di~,idcnd K "1

[ 3 0 No )thx~cs~c:n Mutuu~ Scr~es Fund(Variable A Dividend L T] Annuity)~ 3 ~ -lmcrm~ional Equity Fund

~2 -[]alanccd Fund

i 3 3 -lmlcx 51}0 Stock Fund

~ 34. -Mid Cap Growth Stock Fund


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FINANCIAL DISCLOSURE REPORT x ......fP . . . . . , ~ c ~ , , ~ i ~ D . . . .f ~ , t , , , r ,IPage 0 Of 9

Tinder, John D. 6~22/2010

N O N E 0 V o reportable income, assets, or ttzu~actions.)

O ~ c l u d m g ~ru~t assets) i reporting ~riod of reporting periodlqa~c ";X)" ~ficr each ~ssct J Am ount " V ) p~ ( e . g .. V M u c Value ~ T)~ (~ .g. , Dmc ~ Value j Gainexempt h , )m p r inr d i sc lasure ~ Code I [ div .. rcnk Code 2 M e t h o d , buy.~ , : IL ] m m Z d & y y C u d c 2 C o d e I buycr/~c! lcr

~ [ A - H ) ,t orint.) (J-P) Code3 i redemption) l. U-P} i(A-II} (ifpriva,c

3 r , . Series EE Savings Bond lurchascd 1992 B I n t e r e s t K T37. Ncrics EE Savings Bonds Purchased 1993 B Interest K T. z : ~ . Se~i~s EE Savings B(mds Purchased I994 A [merest K T

3L V:n+~u;nd - IRA I 2 D Dividend N T

41..ShatcsVanguud LT Treasury Fund Adm ira l:, .;2. Vam:uard - lgA #3 C Dividend M T

-~ ~ ~ gt :ud 500 hldcx Fund

44 -~/mgua~d Tciccommtmication ServicesIndex 1:~ Admiral Shalesa5 Vmzguard Brokerage Account # I

-Vanguard 500 Index Fund Admiral C Dividend M T4 7 . -\qmgu:trd Allocation Fund A Dividend J T4: 4 -V:mguard Target l".ctirement 2015-65% A Dividend J T

;9 -\"aaguard Equity Income Fund A Dividend J T5 ~ 1 -V:un~:umd Euiopean Stock Index A Dividend J T

-Vanguard I.I.TF Index Fund Adm A Dividend K T


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FINANCIAL DISCLOSURE REPORT N .....rv~ . . . .m . o o r t i . ePage 7 of 9 ~i,,~,-. John D.

V I i . 1 N V E S T M E N T S a n d T R U S T S - ~ ........... ~ , , . . , . . . . . .. ,:,,,,, a , , ~ z , , ~[--~ N ON E ( N o reportable income, assets, or transactions.)L _ _ 5 A ,, B, C. D .

l)cscrip~i~n olA~sctx ~ Income du~ ing G;oss value at end Transactions during reporting period( i n c l u d i n g t r t ~ s t : u ~ s c t s ) ~ r c p u r t i n g p e r i o d o f r c p o a i ~ g p e r i o dP 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 > ~ e (e .g ., V a l u e Value ] y p e ( e . g . .I C o d e Ic x e m p l I } u t l l p r i o r d i s c l o s u r e . d * v . . r c m . C o d e 2 M e t h o d ~ u y , s e l l, m m i d d t y y I Cede 2 ~ Code I b u y e r / s e l l e r~ ( A - H ) : o r i n t . ) ( I - P ) C e d e 3 r e d e m p t i o n J ~ (J-P) ~ (AdO ( f f p r i ~ a t e

~ . ( Q - W ~ i ~ t r a a s a c ; k , ~ }

5 2 . -Vanguard Tclccum Sctwices [dx Adm B Dividend L T

53 Ahmvuard Value Index Fund A Dividend J T5 4 . -Vangnard Windsor 1I Fm)d A Dividend J T

5 6 . -Van~.ua~d l lealth Care Fund B Dividend L T5 7 . -Vanguard 500 Index Fund A Dividend K T

5 , " ; . -Vanguard Total Stock Mkt ldx B Dividend L T~.t) Slarbucks Corp. Common Stock None J T

6 {k National lku:k of Indpls. Accounts E Interest P I T

61 Prudent Hear Fund N o Load None K "1": 2 Me, rill Lynch Account #1

: , 3 . -ME (Ta~h Management Account None J T6 4 . -Zionsvillc IN Cmmy Schs 0% Bonds None L6 5 . N~rO~wcstcru Mntual Whole Life Ins C Dividends L T,h . National Bank of Indianapolis - IRA (CD) A Interest K T( , 7 . Uniotl Savings Bank - CD B Interest bI F6 8 . Rental Iropc~ly # l.lndianapolis.lN(X) (See D Rent N WF m ~ t n o tc # 3 )

G e e C d u ; n n s ( 7 1 a n d D 3 ) N = $ 2 5 0 . 0 0 1 - S g i ) ( } . t ~ ( ~ ( ] O : $ 5 0 0 . 0 0 1


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I " iN A N C I A I . , D I S C L O S U R E R E P O R T r , ~ . , ~ o c t " . . . . . . I~~,,,rti,,~[ )~ . I ~ C ~ ~ 0 [ " 9 Tinder , JMm D. 6/22/2010

V 111. A I) DIT1 ONAL INFORNIATI ON OR EXPLANATIONS. ~,,~,~,,.

i.~,o,m~tc #I ~Scc VII, ltcm I 1 and 21) o Within th~ Barnes & Thornburg Profi~ Sharing Pla~ on I/2/09 tls Bmastuin Strategic Valuu Fu~d (a collective fund) washoTcl~, :he i~mics and future contributions were mapped to the Victor) EB Value Equity Fd.I:t~olunte #2 (Scc VII. Item 5 and 17) - Within the Barnes & Thomburg l-rofit Sharing Plan the Fidelity Small Cap Stock Fund (a collective fund) was closed to:k:lmc colatributions on 4/Ii09 arm latore co~~tributioos were rnappcd to Columbia Acorn Fund Z. Remaining Fidelity Small Cap Stock Fund balances were inapl~edthe Columbia Acorn Fund Z on 712!09.Ft~oltlt~te i3 (gee VII, Item 68) - This rental property was uot listed on the previous report because it was a pcrsoual rcsideuce. In 200~, a new personal residence,,v;t~ tv,n ch:l~;d uo,.t t h is p r o p e r t y w a s o t l v o t l e d t o r e l i t a l p ro p e r t y .


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FINANCIAL DISCLOSURE REPORTPage 9 of 9 Tinder, J o h n D . 6 /22/2{ ~ I0

X. (2 E RTI FI CAT I ON.! certify that ~11 i.formatio~t given above (inelnding information pertaining (o my spouse and minor or dcpcndcul children, if any) isaccuralc, true, and cmt~plc~c to the bes~ of ~l~y knmvled~e au~l belief, and that any i~formation not reported ~as will,held because it met applicable statul~ryprovisioll~ pcrmiifin~ non-dis~h~surc.1 furlhcr certify fl~at earned income from outside employment and honoraria and Ihc acceptance of gifts which have hccn reported are in

complianc~ wi~h ~l~c provision~ of 5 U.S.C. app. ~ 501 ct. scq., 5 U.S.C. ~ 7353, and Judicial Conference regulations.

Signature_

N O * I T , : AN Y INI)IVIDL"AI, \VllO KNOWING LY AN D WII,FUI,I,Y FAI^~;IFIE~ ~1~I1" MAY BI:, SLJBJI:CT TO UIVII,AND CRIMINAl, SANCTIONS (5 U.S.Co app. 104)

F I L IN G IN S T R U C T IO N SM ail signed o r ig inal and 3 addi t io nal co pies to :

Co m tni t tee o n Fina,tc ial Disc!o sur eAdm inistr at ive Of f ice o f t im United States Co ur tsSuite 2-301One Co l um bus Cir c l e , N .E .W ashingto n, D.C. 2 05 4 4

john d tinder financial disclosure report for 2009

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