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Pull out the substance of this filing.

What was filed

  • 63

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 4

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • of Report 05/05/2008
  • U.S. Dept. Education
  • Federal Bar Council
  • N.Y. Intellectual Property Lawyers Association
  • Federal Judges Association
  • Self-employed lawyer

As filed

State of Isracl Bond - Exp. 1/01/13 — Interest

Templeton Dragon Fund — Int/Div

Templeton Global Small Cos Growth Fd C1 Mutual Fund — Int/Div

Mutual Qualified FD CL 2 Mutual Scrics — Int/Div

Chartlinks, L.P — None

Strips-tprp Pmt on 10.625 2015 T/Bond-8/15/2015 — Interest

Strips Tint-US Treasury Mat. 11/15/20 — Interest

Vanguard Windsor II Fund — Int/Div — Gift

Mutual Discovery Fund CL2 — Int/Div — Salc

Partnership Interest in Whitney-Humphrey Assc. (Note) — Distribution

U.S. Savings Bonds — Interest

Trav. Lifc & Annuity Policy (universal life) — Interest

Crown Life Ins. Co. (whole hic policy) — Interest

Excelsior Value & Rest. Fund (Note) — Int/Div — Sale

Royce Total Return Fund — Int/Div

Schwab US Trcas Moncy Fund — Interest

Sound Shore Fund — Int/Div

Thomburg Value Fund CL.A — Int/Div

Westport Select Cap.CL.R — Int/Div — Gift

Schwab Value Advantage Money Fund — Int/Div

Oakmark Select — Int/Div

Wells Fargo Adv S/C Value Z — Int/Div

Citizens Bank (Note) — Interest

Muhlenkamp Fund (Note) — Interest — Sale

Muhlenkamp Fund (Note) — Sale

Muhlenkamp Fund (Note) — Char.Gift

Muhlenkamp Fund (Note) — Gift

Oakmark Select Fund — Int/Div

AMR Corp — None

Arusan Int'l Small Cap — Int/Div

Old Mutual Barrow Hanley Value Fund — None — Sale

Old Mutual Barrow Hanley Value Fund — Sold

Calamos Growth Fund - A — Int/Div

Third Ave. Real Est, Value Fund — Int/Div

Third Ave. Intemational Value Fund — Int/Div

Buffalo Sm. Cap Fund — Int/Div — Sale

T. Rowe Price MidCap Growth (Note) — Int/Div — Sale

Marsico Growth Fund — Int/Div

iShare MSCI Canada Index Fund — None

Fidelity Cash Acct — Interest

Bank of America — Interest

Vanguard Global Equity Fund — Int/Div — Sale

iShares TR S&P Latin America — None

Schwab Bank (Note) — Interest

T. Rowe Price Growth Stock Fund — Int/Div — Sale

Davis NT Venture Fd - A — Int/Div — Buy

Artisan Mid-Cap Value FD — Int/Div

Dodge & Cox Int'l. Stock — Int/Div

Vanguard Strategic Equity (Note) — Int/Div

Wells Fargo Adv. Small/Mid-Cap Value Fund — Int/Div — Sale

Wells Fargo Adv. Small/Mid-Cap Value Fund — Int/Div — Sale

Storage Inn Ltd. — None

Arcadia Wind Farms Energies Ltd — None

Limited Partner, Cummings Drive Family L.P. (Note) — Int/Div

Mansco Intemational — Int/Div

iShares INC MSC! EMU Index Fund — Int/Div

iShares Trust DJ Select — Int/Div — Sold

Vanguard European Fund — Int/Div

iShares MSC] PacEx Jap PAC — Int/Div

Artisian Mid Cap Value Fund — Int/Div — Buy

Plug Power Inc — None — Buy

Plug Power Inc — JR — T — of Report 05/05/2008

Liability — U.S. Dept. Education — Student Loan

Reimbursement — Federal Bar Council — New York, New York

Reimbursement — Federal Bar Council — New York, New York

Reimbursement — N.Y. Intellectual Property Lawyers Association — New York, New York

Reimbursement — Federal Judges Association — Pentagon City Virginia

Spouse's income — 2007 — Self-employed lawyer

Part VII

Linc 10

Passive income from sub-chapter S corporation.

Linc 11

The appraisal date is 12/20/96.

Linc 15

Part of this assct not required to be reported last ycar

Linc 25

Part of this assct not required to be reported last ycar

Linc 38

Part of this assct not required to be reported last ycar

Linc 49

Part of this assct not required to be reported last ycar

Linc 54

Part of this assct not required to be reported last ycar

Line 59

Part of this assct not required to be reported last ycar

Linc 71

Part of this assct not required to be reported last ycar

Linc 72

Part of this assct not required to be reported last ycar

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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