Richard J. Holwell

2008

Ask Donna

Pull out the substance of this filing.

What was filed

  • 51

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Section VIII, Par 3)
  • Van Duyn Associates (SEE SECTION VIII, Paragraph 1)
  • White & Case LLP (post-retirement payments fixed at time of retirement on November 1. 2003).
  • Self-employed architect

As filed

Van Duyn Assoc., NY, NY — Rent

Bell South — Int/Div

Brokerage Account #1

Fidelity S&P 500 — Int/Div

Fidelity Contrafund — Int/Div

Fidelity Lo Pr Stk — Int/Div

Brazos Micro Cap — None — Sold

First Eagle Overseas A — Int/Div

Nuveen NY Mun. Bd. A — Interest — Sold

US Global Inv Global — Int/Div

Eaton Vance — None — Sold

Schwab M. Mkt. Fund — Interest

CGM Focus — Int/Div — Buy

UltShort S&P 500 — Int/Div — Buy

NY City Mun Wtr Fin, 6/15/31 — Interest — Buy

NY Cit Mun Wtr Fin, 6/15/24 — None — Buy

NYS Dorm Revs St Supp, 2/15/16 — None — Buy

IRA #1

ML Pacific Fund — Int/Div

PIMCO Total Return D — Int/Div

Brandywine — None

PIMCO Comm. Real — Int/Div

PIMCO Total Ret. Inst — Int/Div

First Eagle Overseas — Int/Div

Am. BeaconLg CVL — None — Sold

Dodge & Cox Int'l Stk — Int/Div

RS Global Net Res — Int/Div

Managers Bond — Int/Div — Sold

US Global Inv. Global — Int/Div

Ultra Short S&P 500 — Int/Div — Buy

Schwab Money Market Fund

IRA#

First Eagle Overseas A — Int/Div

American Beacon Lg C VI — None — Sold

MetroWest Total Ret — Int/Div

Cash — None

Fidelity Annuity — Section VIII, Par 3)

Fidelity Contrafund

Fidelity Adv. Gr. Opp. 1 (formerly Fidelity Growth Opps.)

White & Case RIP Pension — Int/Div — Section VIII, Par 3)

White & Case 401(K) — Section VIII, Par 3)

Tumer Midcap Gr

Axiom Int'l Inv

SSGA Passive

Davis NY Venture

Boston Co Small Cap Value — Sold

PIMCO Total Ret.

ColumbiaVal &R

Royce Low Price — Buy

Vanguard Infl-Prot — Buy

SPDR

Partner, Van Duyn Associates (SEE SECTION VIII, Paragraph 1)

Income — 2008 — White & Case LLP (post-retirement payments fixed at time of retirement on November 1. 2003). — $316,180

Spouse's income — 2008 — Self-employed architect

IX. CERTIFICATION.

I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is

accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory

provisions permitting non-disclosure.

I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in

compliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

Signa

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL

AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure

Administrative Office of the United States Courts

Suite 2-301

One Columbus Circle, N.E.

Washington, D.C. 20544

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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Richard J. Holwell | Frix