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Pull out the substance of this filing.

What was filed

  • 79

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Note 1 in Part vii
  • West Virginia University Alumni Association (Resigned position 4/2007)
  • WVU College of Law Alumni Association
  • United Bank

As filed

TimeWarner Inc, (com) — Int/Div

Cisco Systems Inc. (com) — None

Dell Computer Corp. (com) — None — Sold

Proctor & Gamble Co. (com) — Int/Div — Buy

Proctor & Gamble Co. (com) — Buy

Intel Corp. (com) — Int/Div — Buy

RF Micro Devices Inc. (com) — None

Sun Micro Systems Inc. (com) — None

Wells Fargo & Co. (com) — Int/Div — Sold

Yahoo Inc. (com) — None — Sold

Morgan Stanley Dean Witter & Co. (com) — Int/Div

Starbucks (com) — None — Buy

Starbucks (com) — Buy

Legg Mason Special Investment Trust — Distribution — Buy

Legg Mason Value Trust — None

Legg Mason Growth Trust — None — Buy

Legg Mason Emerging Markets Trust — Distribution — Buy

Legg Mason Intemational Equity Trust — Distribution — Buy

Legg Mason Intemational Equity Trust — Buy

RoyceTotal Return Fund — Distribution — Buy

RoyceTotal Return Fund — Buy

LeggMason U.S. Small- Capitalization Value Trust — Distribution — Buy

Legg Mason Partners Aggressive Growth Fund — None — Buy

Legg Mason Opportunity Trust — Distribution — Buy

Legg Mason Opportunity Trust — Buy

Royce Pennsylvania Mutual Fund — Distribution — Buy

TimeWamer Inc. (com) — Int/Div

Cisco Systems Inc. (com) — None — Sold

Dell Computer Corp. (com) — None

E.IL DuPont De Nemours & Co. (com) — Int/Div

Federal Home Loan Corp. (com) — Int/Div

Merck & Co. Inc — Int/Div — Sold

Oil and Gas Interests, Tyler and other counties, WV:

a. East Resources Inc — Int/Div

b. Ergon Oil Purchasing — Int/Div

c¢. Dominion Appalachian Dev. Inc — Int/Div

40. — Interest

Note from Beneficiary dated 1/1/99

Note from Beneficiary dated 6/6/00

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — Buy

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Prime Obligations Inst. Srv. Shs. Fund #396 — sold

Federated Total Return Bond Fund #288 — sold

Pimco All Asset Fund Adm. Shs. #588 — sold

Federated Kaufmann Small Cap. Fund #757 — sold

Federated Kaufmann Fund - CLA Fd. #066 — sold

Federated Cap. Appreciation Fund A #674 — sold

Federated Cap. Appreciation Fund A #674 — sold

Federated Market Opportunities CLA #257 — Sold

Goldman Sachs Large Cap. Value Fund CLA #1213 — sold

Goldman Sachs Capital Growth Fund #807 — Sold

Federated Strategic Value Fund CLA #661 — sold

Fidelity Advisor Leveraged Fund CLA — sold

Fidelity Advisor Strategic Real Return — Buy

Fidelity Advisor Strategic Real Return — sold

Am. Funds Growth Fund of Am.CLA #05 — Buy

Member, Board of Directors, West Virginia University Alumni Association (Resigned position 4/2007)

Vice Chairman, Board of Directors, WVU College of Law Alumni Association

Liability — United Bank — Real Estate Loan

Note 1: This Trust is reported under the special rules for an "Aggregate Ownership Arrangement.”

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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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