Ellen Segal Huvelle

2003

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Pull out the substance of this filing.

What was filed

  • 69

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • received from relative)
  • to IRA #2
  • over to IRA #2
  • to IRA #2)
  • reported on Line 70
  • reported on Line 58
  • Harvard Law School, Cambridge, Mass
  • Boston College
  • New York Intellectual Property Law Association
  • Self-employed, Partner in Law Firm
  • Mortgage on Rental Prop., Washington, DC (Part VII, Line 91)

As filed

Escondido CA 3.75% due 7/1/04 — Interest

Groton CT CO 5% due 8/15/08 — Interest — redemption

Lancanster PA 5.4% due 5/1/13 — Interest — redemption

AIM In'l Fund — Int/Div

Franklin Small Cap. Growth Fund — None

Templeton Developing Markets — Int/Div

Ishares MSCI EAFE Fund — None — buy

Putnam Int'l New Opportunities Fund — None — sell

MFS Municipal Bond Fund — Int/Div

Van Kampen Emerging Markets — None

Manulife N.Am. Venture Annuity — None

Oppenheimer Developing Markets — Int/Div

Delaware Fund — None

Enterprise Sm. Co. Growth — None

America Online (now named Time Warmer) — None — gift

Allstate — None — gift — received from relative)

EMC Corp. Mass. — None

Genzyme Bios. Div. (name changed to Genzyme CP) — None — gift

Human Genome Sciences — None

Medtronic — Int/Div

SBC Communications — Int/Div

Sun Microsystems — None

Triborough Bridge & Tunnel Authority 4.6% due 1/1/04 — Interest

NY State Dorm Authority 5.25% due 5/15/03 — Interest — redemption

Oyster Bay NY Imp. BE 5% due 2/10/15 — Interest

Franklin Small Cap. (renamed Franklin Small Mid. Cap.) — None

Van Kampen Emerging Markets — None

Aim Constellation

Oppenheimer Developing Markets — Int/Div

Delaware Fund — None

Enterprise Small Growth — None

Templeton Foreign Fund — Int/Div

Lincoln Nat'l Am. Legacy [II Annuity — None

1/3 Interest in vacation home in Eamnsteble County, MA — Rent

Greenwood at Cleveland Park LLC — None

Delaware Small Cap Value Fund (IRA) — gain — to IRA #2

Delaware Small Cap Value Fund (IRA #1) — gain

Williams & Connolly Profit Sharing Ret. Plan (no control) — None — rollover — over to IRA #2

Williams & Connolly Retirement Savings Plan (no control) — None — rollover — over to IRA #2

The Cov. Fund LLC — Interest

Vanguard Prime Money Market Fund (Retirement) — Int/Div

Vanguard Wellington Fund (Retirement) — Int/Div

Vanguard S&P 500 Index (Retirement) — Int/Div

Brandywine Fund ( Retirement) — None

Vanguard Total Bond (Retirement) — Int/Div

SAFECO Growth (Retirement) — None — sell

C&B — Interest

Morgan Stanley Liquid Asset Fund (IRA) — Int/Div — to IRA #2)

Morgan Stanley Liquid Asset Fund (IRA #1) — Int/Div

IRA #2 — Int/Div

Liquid Asset Fund — reported on Line 70

Delaware Small Cap Value Fund — reported on Line 58

Goldman Sachs Small — buy

Sentinel Small Co. Fund — buy

E.V. Emerging Markets — buy

MFS Value — buy

American Gr. Fund — buy

American Inv. Co. — buy

Van Kampen Comstock — buy

Enterprise Growth — buy

Ishares MSCI EAFE Fund — buy

Walmart Stores Corp. Bond 6.875%, due 8/10/09 — buy

Putnam Int'l Equity — buy

Putnam Int'l Equity — sell

Societe Generale Corp. Bond 7.4%, due 6/1/06 — buy

GTE South Corp. Bond 6.125%, due 6/15/07 — buy

Salomon Smith 6.50%, due 2/15/08 — buy

Int'] Lease Fin corp. Bond, 4.75%, due 1/18/05 — buy

Rental Property - Washington, DC — Rent — buy

Reimbursement — Harvard Law School, Cambridge, Mass — Trial Advocacy Workshop (Transportation, Food and Hotel) pp ore Pe ieee

Reimbursement — Boston College — Board of Overseers (Transportation, Food and Hotel) ee

Reimbursement — New York Intellectual Property Law Association — [dnd dh REEL JD Bar Association Dinner (Transportation, Food and Hotel) = —

Income — 2003 — Self-employed, Partner in Law Firm — YOui's, 00 SpOuscs

Spouse's income — HSBC — Mortgage on Rental Prop., Washington, DC (Part VII, Line 91)

Vil, ALLL IVINAL MNT UINIVLIA 2 IUIN UN ZA LANG LL IUIND

AMnRRLdIL Pdi UL INSpPUIL)

1. SAFECO Growth (Line 68) was sold on 4/25 and the proceeds were transferred to Vanguard Prime Money Market Fund (Line 63).

2. Allstate (Line 38) was received as a gift from a relative,

3. All other gifts of stock (Lines 6, 8, 11, 35 and 39) were given to my son and daughter.

4. The Williams & Connolly Profit Sharing Ret. And Savings Plans were rolled over to my IRA #2 and this was combined with Delaware Small Cap Value

Fund (Line 58 on 2002 report) and Morgan Stanley Liquid Asset Fund (Line 71 on 2002 report). These will now be reported as an aggregate ownership

arrangement as IRA #2. IRA #1 refers to my

IRA and includes Lines 59 and 70.

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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