Robert Workman Sweet

2007

Ask Donna

Pull out the substance of this filing.

What was filed

76
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Constitution Works 2 ieee eres A———————————— eee eee
of £ 0 I 7. tain 7 NE
on YT id Pa 0 0 me — rk ~ ry

As filed

Lauder Estee Co — sell

Wyeth — Int/Div

IBM 4. Walt Disney Company 5. AT&T Corp — Int/Div — sale

Avayalnc — None — sell

Alcatel -Lucent — Int/Div

IM — Int/Div

Imation Corp — Int/Div

Proctor & Gamble Co — Int/Div — sale

General Electric Co. — Int/Div

Agere Systems Inc — None — merger/old

LSI Corp — None — merger/new

Comcast Corp — None

Precision Castparts — Int/Div — saie

Precision Castparts — sale

Wells Fargo Company — Int/Div — saie

American Int'l Group — Int/Div

General Electric — Int/Div

Schlumberger Ltd — Int/Div

Transocean Inc — None — b)

Amazon.com Inc — None — purchase

USTN 4.875% due 05/31/08 — Interest — purchase

USTN 4.375% due 11/15/08 — Interest — purchase

FHLB 5.5% due 08/15/08 — Interest — purchase

FHLB 5.5% due 08/15/08 — sale

Fidelity Trust Co Int'l Money Market Fund — Interest — (a)

Knolls II Villa LP — None

Estes - Sheridan LP — Distribution

Aon Corp — buy

Applied Matenal Inc — buy

Apphed Matenal Inc — buy

Autozone Inc — buy

Bear Stearns — sell

Burlington Northern

CA Inc — buy

Chicago Mercantile Exch — sell

Cisco Systems — buy

Citigroup — sell

ConocoxcfPhillips — sell

Directv Group — sell

Disney — buy

Disney — sell

Electric Data Sys Corp — buy

Electric Data Sys Corp — sell

Electric Date Sys Corp — sell

Exxon Mobil Corp — sale

Exxon Mobile Corp — sale

Forest Labs — sell

General Electric

General Mills — buy

Goldman Sachs Group Inc

Hartford Financial Services

Heinz, H J Co, — buy

Hewlett Packard — buy

Hewlett Packard — sell

International Paper Co — buy

International Paper Co — sell

ITT Industries

Intuit — sell

Janus Capital Group Inc — buy

KLA Tencor Corp — buy

KLA Tencor Corp — sell

Kohls — sell

Kraft Foods — buy

Kraft Foods — sell

Kroger

L-3 Communications — buy

Lauder Estee Co — buy

Lehman Bros Holdings — sell

Materials Selector Sector — buy

Director, Constitution Works 2 ieee eres A———————————— eee eee

3, of £ 0 I 7. tain 7 NE

4,, on YT id Pa 0 0 me — rk ~ ry

VII. Investements and Trusts

(a) = This is a money market type fund with shares remaining at a constant value of $1.00. Purchases and sales, with no

gain or loss, were made throughout the

year.

(b) =I Tr nsocean Inc (Old) were exchanged for SAN Tnsocean Inc (New) plus $19,249 in cash.

(f) = Income beneficiary only.

(g) = Income beneficiary only without knowledge of gains/losses incurred on the sale or disposition of assets within the trust.

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.