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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 229

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • American Law Institute
  • Trust #2 and Trust #3
  • Harvard University [Jj]
  • Bank of Amenca [Jj
  • Harvard Law School - teaching
  • Professorship at Harvard Law School [ij

As filed

Mid-Cap Growth Fund VMGRX Jj — Buy

C & BPENSION PLAN — Int/Div

Morgan Stanley Inst. Mid Cap Growth

Pooled Stable Value Fund

TIAA-CREF RETIREMENT PLAN — Int/Div

TIAA Traditional

CREF Stock

T-CLfcyle. Idx. 2010-Inst

Bank of America Cash Account Boston, MA — Interest

TD BankNorth Cash Account Orleans, MA — Interest

UBS FINANCIAL SERVICES, INC. (UBS)

RMA Government Portfolio Cash (UBS) — Int/Div

UBS Bank USA deposit account Cash (UBS) — Interest

Prudential National Muni Fund (UBS) — Interest

UBS US Allocation Fund C (UBS) — Int/Div

MORGAN STANLEY (MS)

MS Active Assets Tax Free Trust Account (Cash) MS) — Interest

Sentinel Short Maturity Gov't (MS) — Int/Div

MEFS Investors Growth ST (MS) — Int/Div

Western Asset Managed Muni A (MS) — Int/Div

Oppenheimer RCH LTD Term Muni C MS) — Int/Div

Virginia Beach, VA Bonds (18) (MS) — Interest

HARVARD&UPENN RETIREMENT PLANS at TIAA-CREF — Drv

I'1AA Traditional Fund Jj

CREF Stock Jj — Buy (add'l)

CREF Stock Jj — Buy (add'l)

CREF Stock Jj — Buy (add'l)

CREF Stock Jj — Buy (add'l)

CREF Stock Jj — Buy (add'l)

CREF Stock Jj — Buy (add'l)

CREF Stock Jj — Buy (add'l)

CREF Stock Jj — Buy (add'l)

CREF Stock Jj — Buy (add'l)

11AA Real Estate [Jj

CREF Money Market Jj

T-C Eq Index-Inst jg — Buy

HARVARD RELIKEMEN1 PLANS at VANGUARD J (Note 1) — Int/Div

Vanguard Target Retirement 2010 (Cash) [ — Closed

Vanguard Total Stock Market Index Fund Investor Shares (Cash) [Jif — Open

Prime Money Mkt Fund (Cash) VMMXX (S)

Dividend Growth Fund VDIGX Jj — Sold (part)

Dividend Growth Fund VDIGX Jj — Sold

Dividend Growth Fund VDIGX Jj — Buy

Vanguard Equity Income Fund Admiral CL VERX — Sold (part)

Vanguard Equity Income Fund Admiral CL VERX — Sold (part)

Vanguard Equity Income Fund Admiral CL VERX — Buy (add'l)

Vanguard Equity Income Fund Admiral CL VERX — Sold (part)

Vanguard Equity Income Fund Admiral CL VERX — Sold (part)

Vanguard Equity Income Fund Admiral CL VERX — Buy (add'l)

Matthews Asia Div + MAPIX i — Sold (part)

Matthews Asia Div + MAPIX i — Buy (add'l)

Matthews Asia Div + MAPIX i — Sold (part)

Matthews Asia Div + MAPIX i — Buy (add'l)

Matthews Asia Div + MAPIX i — Sold (part)

Matthews Asia Div + MAPIX i — Buy (add'l)

Matthews China Investor CL MCHFX Ji — par)

Matthews China Investor CL MCHFX Ji — Sold (part)

Matthews China Investor CL MCHFX Ji — Sold (part)

Matthews China Investor CL MCHFX Ji — Buy (add'l)

Matthews China Investor CL MCHFX Ji — Sold (part)

Matthews China Div FD MCDrX Ji — Sold (part)

Matthews China Div FD MCDrX Ji — Sold (part)

Matthews China Div FD MCDrX Ji — Sold (part)

Matthews China Div FD MCDrX Ji — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Sold (part)

Matthews Japan Investor MJFOX [Jj — Sold (part)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Buy (add'l)

Matthews Japan Investor MJFOX [Jj — Sold (part)

Fidelity Contrafund FCNTX [jj — Sold (part)

Fidelity Contrafund FCNTX [jj — Sold

Fidelity Select Natural Gas FSNGX [jj — Sold (part)

Fidelity Select Natural Gas FSNGX [jj — Buy (add'l)

Fidelity Select Natural Gas FSNGX [jj — Buy (add'l)

Fidelity Select Natural Gas FSNGX [jj — Sold (part)

Fidelity Select Natural Gas FSNGX [jj — Sold (part)

Artisan Value Investors AR1LX [Jj — Sold

Artisan Value Investors AR1LX [Jj — Buy

Hennessy Gas Utility Index [Jj — Sold (part)

Hennessy Gas Utility Index [Jj — Sold (part)

Hennessy Gas Utility Index [Jj — Buy (add'l)

Hennessy Gas Utility Index [Jj — Sold (part)

Fidelity Select Biotechnology FBIOX [ji — Buy (add'l)

Fidelity Select Biotechnology FBIOX [ji — Buy (add'l)

Fidelity Select Biotechnology FBIOX [ji — Sold (part)

Fidelity Select Biotechnology FBIOX [ji — Buy (add'l)

Fidelity Select Biotechnology FBIOX [ji — Sold (part)

Fidelity Select Biotechnology FBIOX [ji — Sold (part)

Fidelity Select Biotechnology FBIOX [ji — Sold (part)

Fidelity Select Biotechnology FBIOX [ji — Buy (add'l)

Matthews Pacific Tiger Investor MAPTX [1] — Sold (part)

Matthews Pacific Tiger Investor MAPTX [1] — Buy (add'l)

Matthews Pacific Tiger Investor MAPTX [1] — Buy (add'l)

Matthews Pacific Tiger Investor MAPTX [1] — Sold (part)

Matthews Pacific Tiger Investor MAPTX [1] — Sold

Inflation Protected Sec. Adm VAIPX jj — Sold (part)

Inflation Protected Sec. Adm VAIPX jj — Sold (part)

Inflation Protected Sec. Adm VAIPX jj — Sold

Energy Fund Admiral VGELX Ji — Sold (part)

Energy Fund Admiral VGELX Ji — par)

Energy Fund Admiral VGELX Ji — Sold (part)

Energy Fund Admiral VGELX Ji — Sold (part)

Energy Fund Admiral VGELX Ji — Sold

Energy Fund Admiral VGELX Ji — Buy

Vanguard Large-Cap Index Fund Adml VLCAX — Sold (part)

Vanguard Large-Cap Index Fund Adml VLCAX — Sold

Vanguard Large-Cap Index Fund Adml VLCAX — Buy

Vanguard Large-Cap Index Fund Adml VLCAX — Buy (add'l)

Vanguard Large-Cap Index Fund Adml VLCAX — Sold (part)

Vanguard Large-Cap Index Fund Adml VLCAX — Sold

Mid-Cap Growth Fund VMGRX Jj — Sold (part)

Mid-Cap Growth Fund VMGRX Jj — Sold

Mid-Cap Growth Fund VMGRX Jj — Sold

Mid-Cap Growth Fund VMGRX Jj — Buy

Vanguard Mid-Cap Index Fund Adm VIMAX — Buy

Vanguard Mid-Cap Index Fund Adm VIMAX — Buy

Vanguard Mid-Cap Index Fund Adm VIMAX — Sold (part)

Vanguard Mid-Cap Index Fund Adm VIMAX — Sold (part)

Vanguard Mid-Cap Index Fund Adm VIMAX — Sold

Vanguard Mid-Cap Index Fund Adm VIMAX — Buy

Vanguard Mid-Cap Index Fund Adm VIMAX — Sold

Vanguard Mid-Cap Index Fund Adm VIMAX — Buy

U.S. Value Fund VUVLX Jl — Buy

U.S. Value Fund VUVLX Jl — Buy

U.S. Value Fund VUVLX Jl — Sold

Fidelity Pacific Basin FPBEX JI — Buy

Fidelity Pacific Basin FPBEX JI — Buy (add'l)

Fidelity Pacific Basin FPBEX JI — Buy (add'l)

Fidelity Inflation Protected Bond FINPX [ — Buy

Fidelity Inflation Protected Bond FINPX [ — Sold

Fidelity Select Industrial Equipment FSCGX — Buy

Fidelity Select Industrial Equipment FSCGX — Buy (add'l)

Fidelity Select Industrial Equipment FSCGX — Buy (add'l)

Fidelity Select Industrial Equipment FSCGX — Buy (add'l)

Fidelity Select 11 Services FBSOX Ji — Buy

Fidelity Select 11 Services FBSOX Ji — Buy (add'l)

Fidelity Select 11 Services FBSOX Ji — Buy (add'l)

Fidelity Select 11 Services FBSOX Ji — Buy (add'l)

Fidelity Select 11 Services FBSOX Ji — Buy (add'l)

Wasatch Intl Growth Investor C1 WAIGX [ — Buy

Wasatch Intl Growth Investor C1 WAIGX [ — Buy (add'l)

Wasatch Intl Growth Investor C1 WAIGX [ — Buy (add'l)

Wasatch Intl Growth Investor C1 WAIGX [ — Buy (add'l)

Wasatch Intl Growth Investor C1 WAIGX [ — Buy (add'l)

Wasatch Intl Growth Investor C1 WAIGX [ — Sold (part)

European Stock Index Adm VEUSX Ji — Buy

European Stock Index Adm VEUSX Ji — Buy (add'l)

European Stock Index Adm VEUSX Ji — Buy (add'l)

Extended Mkt Index Adm VEXAX lI — Buy

Extended Mkt Index Adm VEXAX lI — Buy (add'l)

Janus Global Life Sciences CL T JAGLX — Buy

Janus Global Life Sciences CL T JAGLX — Buy (add'l)

Select Value Fund VASVX lI — Buy

Select Value Fund VASVX lI — Buy (add'l)

Capital Opportunity Inv VHCOX — Buy

Capital Opportunity Inv VHCOX — Buy (add'l)

Capital Opportunity Inv VHCOX — Buy (add'l)

Capital Opportunity Inv VHCOX — Buy (add'l)

Health Care Fund Inv VGHCX Jj — Buy

Health Care Fund Inv VGHCX Jj — Buy (add'l)

Strategic Sm-Cap Equity VSTCX [i — Buy

Strategic Sm-Cap Equity VSTCX [i — Buy (add'l)

Strategic Sm-Cap Equity VSTCX [i — Buy (add'l)

Vanguard Windsor Fund Investor VWNDX [ — Buy

Vanguard Windsor Fund Investor VWNDX [ — Buy (add'l)

Fidelity Japan Smaller Companies FISCX [ — Buy

Fidelity Japan Smaller Companies FISCX [ — Buy (add'l)

Fidelity Japan Smaller Companies FISCX [ — Sold (part)

Fidelity Japan Smaller Companies FISCX [ — Buy (add'l)

Fidelity Select American Gold FSAGX Ji — Buy (add'l)

Fidelity Select American Gold FSAGX Ji — Buy (add'l)

Fidelity Select American Gold FSAGX Ji — Buy (add'l)

Fidelity Select American Gold FSAGX Ji — Buy (add'l)

Fidelity Select American Gold FSAGX Ji — Sold (part)

Fidelity Select American Gold FSAGX Ji — Sold

Vanguard Emerging Markets Stock Index Investor CL VEIEX [i — Buy

Vanguard Emerging Markets Stock Index Investor CL VEIEX [i — Sold (part)

Vanguard Emerging Markets Stock Index Investor CL VEIEX [i — Sold

Vanguard Energy Admiral C1 VGELX [jj — Buy

Vanguard Energy Admiral C1 VGELX [jj — Buy (add'l)

Vanguard Energy Admiral C1 VGELX [jj — Sold (part)

Vanguard Energy Admiral C1 VGELX [jj — Sold (part)

Vanguard Energy Admiral C1 VGELX [jj — Sold (part)

Vanguard Energy Admiral C1 VGELX [jj — Sold

Vanguard European Stock Index Fund Admiral VEUSX Ji — Buy

Vanguard European Stock Index Fund Admiral VEUSX Ji — Buy (add'l)

Vanguard European Stock Index Investor VEURX — Buy

Vanguard European Stock Index Investor VEURX — Sold

Vanguard Extended Market Index Fund Admiral Shares VEXAX Ji — Buy

Vanguard Inflation Protected Secs Admial VAPX — Buy

Vanguard Inflation Protected Secs Admial VAPX — Buy (add'l)

Vanguard Inflation Protected Secs Admial VAPX — Buy (add'l)

Vanguard Inflation Protected Secs Admial VAPX — Buy (add'l)

Vanguard Inflation Protected Secs Admial VAPX — Sold (part)

Vanguard Inflation Protected Secs Admial VAPX — Sold (part)

Vanguard Inflation Protected Secs Admial VAPX — Sold

Vanguard Mid-Cap Value Index Fund Admiral Shares VMVAX Jj — Buy

Vanguard Selected Value Fund Investor Shares VASVX ij — Buy

Vanguard Selected Value Fund Investor Shares VASVX ij — Buy (add'l)

Vanguard Emerging Markets Select Stock Investor CL VMMSX Ji — Buy

Vanguard Explorer Investor CL VEXPX [] — Buy

Vanguard Health Care Fund Investor Shares VGHCX Ji — Buy

Vanguard Strategic Small Cap Equity Investor CL VSTCX Ji — Buy

HARVARD RETIREMENT PLANS at FIDELITY Ji — Int/Div

Fidelity Cash Reserves (FDRXX) [ll

Fidelity Select Gold (FSAGX) [I — Sold

Fidelity Select Biotechnology (+ BIOX Ji — Buy

Fidelity Select Biotechnology (+ BIOX Ji — Sold

Fidelity Japan Smaller Companies (FISCX) [ — Buy

Fidelity Japan Smaller Companies (FISCX) [ — Sold

Fidelity Select Biotechnology (+BIOX [Jj — Buy

BankAmerica Cash Account, Boston, MA [ — Interest

Bank of Hawaii Cash Account [Jj — Interest

Rental House, Wellfleet. MA Ji — Rent

Summer residence, Wellfleet, MA (occas rent house) [Ji — Rent

Kauai, Hawaii, land [Jj — Rent

Rental House, Cambridge, MA i — Rent

TRUST #2 — Int/Div

UBS US Allocation Fund Class C

RMA Government Portfolio

TRUST #3 — Int/Div

RMA Govrenment Portfolio

Emeritus Member of the Council, American Law Institute

Trustee or Co-trustee, Trust #2 and Trust #3

Liability — Harvard University [Jj] — Education loan

Liability — Bank of Amenca [Jj — Mortgage on summer home, Wellfleet, MA

Income — 2013 — Harvard Law School - teaching — $7.500.00

Spouse's income — 2013 — Professorship at Harvard Law School [ij

Note 1: The Harvard Retirement Plans at Vanguard is a header that also includes the Harvard Vanguard Rollover IRA.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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