Ellen Segal Huvelle
2006
Ask Donna
Pull out the substance of this filing.
What was filed
172
investments
0
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
2
spouse income
Named parties
- New York Intellectual Property Law Association, New York, NY
- Harvard Law School, Cambndge, MA
- University of Virginia School of Law, Charlottesville, VA
- Boston College, Newton, MA
- self-employed, partner in law firm
- Mortgage on Rental Prop., Washington, DC (Part VII, Line 159)
As filed
America Online (now named Time Wamer) — Int/Div
Applera Com Celerea Gp (previously Pe Cp Com Celerea — sale
Cisco Systems — None
Intel — Int/Div — sale
iShares MSCI EAFE Fund — Int/Div
McKesson Corp — Int/Div — sale
Oracle Corp. — None
Conjeco BE 4.125% due 8/1/06 — Interest — redeem
Pittsburg CA Unified School District 4.0% due 8/1/07 — Interest
Missouri St. Health Ed Facs 5/125% due 01/01/09 — Interest
Cinco TX Municipal Utility 4.0% due 9/1/10 — Interest
MFS Muni Bond — Int/Div
Van Kampen Emerging Markets — Int/Div — sale
Oppenheimer Developing Markets Fund — Int/Div
Templeton Developing Markets — Int/Div — sale
Franklin Small Midcap — Int/Div
AIM Intemational Growth Fund — Int/Div — buy
Manulife Venture Annuity — None
iShares Sm Cap 600 Growth — Int/Div
iShares South Africa — None — sale
iShares South Africa — sale
iShares MSCI Pacific ex Japan — Int/Div — sale
iShares MSCI Pacific ex Japan — sale
iShares S&P Latin America — Int/Div — sale
iShares S&P Latin America — sale
iShares S&P Latin America — buy
Latin America Discovery — Int/Div — sale
Latin America Discovery — sale
The India Fund — Int/Div — sale
The India Fund — sale
Pleasonton CDP 3.000 06 Oct 01 — Interest — redeem
Campbell CA Sch Dist. 0.0% 06 Aug 01 — None — redeem
California State Transportation 3.0% 06 Feb 01 — Interest — redeem
LA Co PFA-A 5.375% 06 Oct 01 — Interest — redeem
Maumee CSD 2.0% 06 Dec 01 — Interest — redeem
Mississippi GO 5.750 07 Nov 01 — Interest
University Hosp. NC 5.250% 26 Feb 15 — Interest — redeem
Allianz CCM Cap App Class C — Int/Div
Calvert Large Growth Fd CIC — None
Del Int'l Value Fd CI C — Int/Div
MFS Int'l Growth Fd Cl C — Int/Div — buy
Van Kampen Comstock Cl C — Int/Div
Capital One Bk CD 3.150% 06 Jul 12 — Interest — redeem
Compass Bank CD 4.750% due 9/11/06 — Interest — buy
Compass Bank CD 4.750% due 9/11/06 — redeem
Discover Bank CD 5.000% due 9/21/06 — Interest — buy
Discover Bank CD 5.000% due 9/21/06 — redeem
Morgan Stanley Bank CD 4.900% due 1/18/07 — None — buy
Detroit MI City School District GO 5.125% — Interest — buy
5/1/07
Hawaii State Highway Rev Ref-A 3.000% due 7/1/07 — Interest — buy
Mississippi State GO 5.750% due 11/1/07 — Interest — buy
Andover Minn GO Ref-B 2.500% due 2/1/08 — None — buy
El Paso Co CO School Dist #038 5.500% due 12/1/08 — Interest — buy
North East Independent Sch Dist TX 2.750% due 8/1/09 — None — buy
American International Group — Int/Div — buy
Baker Hughes — Int/Div — buy
Countrywide Financial — Int/Div — buy
iShares Dow Jones US Financial Sector — Int/Div — buy
iShares FTSE/Xinhua China — Int/Div — buy
iShares MSCI Japan — None — buy
iShares MSCI Japan — sale
1Shares MSCI Taiwan — None — buy
1Shares MSCI Taiwan — sale
Johnson & Johnson — None — buy
Morgan Stanley India Investment Fund — None — buy
Morgan Stanley India Investment Fund — buy
Powershares Wildhill Clean Energy — None — buy
Whole Foods Markets — Int/Div — buy
WildOats Markets Inc — None — buy
Wisdom Tree Large Cap Dividend ETF — Int/Div — buy
Wisdom Tree Large Cap Dividend ETF — buy
Eaton Vance Large Value Fund — Int/Div — buy
Eaton Vance Large Value Fund — buy
AllianceBemstein International Growth — Int/Div — buy
Putnam New Value — Int/Div — buy
Putnam New Value — buy
IRA#2 — Int/Div
Liquid Asset Fund
iShares MSCI Emerging Markets — sale
iShares S&P Small Cap Value
iShares S&P 500 Growth
iShares S&P 500 Value
iShares Sm Cap Growth
Powershares — sale
Societe Generale NY 7.4% due 6/1/06 — redeem
GTE South 6.125% due 6/15/07
Salomon Smith Bamey 6.5% due 2/15/08
Wal-Mart Stores 6.875% due 8/10/09
Van Kampen Comstock
MFS Value
MFS Int'l Growth Fd
Calvert Large Growth
Goldman Sachs Small Cap Value
Enterprise Growth — sale
American Gr. Fund
Amencan Inv. Co.
Sentinel Small Company
Delaware Small Cap Value — sale
E.V. (Eaton Vance) Emerging Markets
LaSalle Bank CD 5.05% due 12/21/06 — buy
LaSalle Bank CD 5.05% due 12/21/06 — redeem
AllianceBemstein International Value Fund Class C — buy
AllianceBemstein International Value Fund Class C — buy
Dreyfus Premier Alpha Growth Fund Class C — buy
Dreyfus Premier Alpha Growth Fund Class C — buy
Dreyfus Premier New Leaders Fund Class C — buy
Dreyfus Premier New Leaders Fund Class C — buy
Apple Computer — None
Broadcom — None
Dell — None
iShares MSCI EAFE — Int/Div — buy
iShares S&P 500 Growth — Int/Div — buy
iShares S&P 500 Growth — buy
iShares S&P 500 Value — Int/Div
iShares Small CapGrowth — Int/Div
Medtronic — Int/Div
MS India Fund — Int/Div — sale
CA DOT 3.00% 2/1/06 — Interest — redeem
Tulsa Co OK 4.0% due 5/15/06 — Interest — redeem
McCreary Co Kentucky School District 2.0% due 8/1/06 — Interest — redeem
Pike Co Kentucky School District 5.0% due 9/1/06 — Interest — redeem
Pierce Co Sch Dist 5.00% 9/1/06 — Interest — redeem
Fort Zumwalt Missouri School District 7.0% due 2/1/07 — Interest
JEA Florida Water & Sewer 4.0% due 1/1/07 — Interest
Oyster Bay New York Public Improvements 50% — Interest
Van Kampen Emerging Markets Fund — Int/Div
Van Kampen Comstock — Int/Div — buy
Oppenheimer Developing Markets Fund — Int/Div
Delaware Trend Fund — Int/Div
Allianz Cap App — Int/Div — buy
Calvert Large Growth — None — buy
MFS Value — Int/Div — buy
Am. Inv. Co. of Am. — Int/Div — buy
Franklin Small Midcap Growth Fund — Int/Div
AIM Constellation Fund — None
Templeton Foreign Fund — Int/Div — sale
Lincoln National American Legacy — None
Alpine Int'l Real Estate — Int/Div — buy
Discover Bank CD 5.0% due 9/21/06 — Interest — buy
Discover Bank CD 5.0% due 9/21/06 — redeem
Detroit Michigan School District GO 5.125% due 5/1/07 — Interest — buy
NJ Econ Dev Auth Rev Sch Fac Const Ser I Q 5.0% 07-09-01 — Interest — buy
Memphis Tenn GO Impt Rate: AI/A 5.000% due 2007-10-01 — Interest — buy
iShares Msci Japan Index Fund — None — buy
iShares Msci Japan Index Fund — sell
iShares Msci Taiwan Index Fund — None — buy
iShares Msci Taiwan Index Fund — sell
IRA #l — Int/Div
Liquid Asset Fund
Delaware Small Cap Value Fund
C&B — Interest
Cov. Fund LLC — Distribution
Greenwood at Cleveland Park LLC — None
Rental Property, Washington, DC — Rent
1/3 Interest in Vacation Home in Barnstable County, MA
Retirement Account — Int/Div
Vanguard Wellington Fund — sale
Dodge & Cox — buy
Dodge & Cox — buy
American Funds Growth Fund of Am — buy
American Funds Growth Fund of Am — buy
American Beacon Small Cap — buy
American Beacon Small Cap — buy
Ranier Small/Mid Cap Equity — sale
Lazard Emerging Mkts — buy
Lazard Emerging Mkts — sale
Thomburg Intemational — buy
Thomburg Intemational — buy
Thomburg Intemational — buy
Schwab Stable Value — buy
Schwab Stable Value — sale
Reimbursement — New York Intellectual Property Law Association, New York, NY — Annual Dinner in Honor of the Federal Judiciary (Transportation, Food and Hotel) (March 24-26)
Reimbursement — Harvard Law School, Cambndge, MA — Moot Court Judge (Transportation, Food and Hotel) (March 22-23)
Reimbursement — University of Virginia School of Law, Charlottesville, VA — Moot Court Judge (Mileage, Food and Hotel) (February 25-26)
Reimbursement — Boston College, Newton, MA — Board of Overseers (Transportation, Food and Hotel) (May 12-13 and October 20-22)
Spouse's income — 2006 — self-employed, partner in law firm
Spouse's income — HSBC — Mortgage on Rental Prop., Washington, DC (Part VII, Line 159)
In my 2005 Disclosure Report, part VII, line 63 inaccurately reported a partial sale of iShares MSCI EAFE when in fact on 12/6 there was a full sale so that asset
no longer appears in this Report.
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.