Thomas B. Russell
2008
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What was filed
0
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- — BN ) 0 oS First Investors of Paducah (Investment Club) See addidonal infefhation = ay Te os =
As filed
Partner, — BN ) 0 oS First Investors of Paducah (Investment Club) See addidonal infefhation = ay Te os =
1. POSITIONS
In October of 1996, 1 became a member of an-investment club known as First Investors of Paducah, which is organized as a partnership. There are 15 partners
divided into 7 teams. Bach team invests their portion. I only have control over the investment of my team, which is invested in 10 companies. I do have a 1/15
interest in all investments.
VIL INVESTMENTS AND TRUSTS
(No. 3 - 7) IRA- UBS
1 am not consulted, nor do 1 participate in the management, nor selection of the mutual funds or investments.
(No. 8-10) IRA - UBS
I am not consulted, nor do I participate in the management, nor selection of the mutual funds or ese.
(No. 13 - 21) IRA - Regions Bank
I have an IRA with Regions Bank and UBS. Other than making an allocation choice between bonds, stocks, money markets, etc., I have no control over the IRA
account. Iam not consulted nor do I give advice on the individual investments.
(No. 22-79) First Investors of Paducah is an investment club organized as a partnership. There are 15 partners divided into 7 teams. Each team makes an
independent investment of their portion. Ihave no control over the investments of the other 6 teams. Ido have a 1/15 interest in all of the investments. Items 23
through 79 represent the stock investments of the club.
1 listed Dividend income for all stocks. I am confident many of the stock paid no dividends last year,
however, Ihave no records of which stocks did or did not pay dividends. I only receive 1/15 of any income from any stock or nivestment of First Investors of
Paducah.
In addition I included the aggregate value of the stock in the partnership in Line 22. also put the value as to each stock, which seemed redundant.
(No. 16 BHD) I made an error including that in last year's report. The stock was sold October 29, 2007 with a value code J and gain code A.
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