A. Howard Matz

What was filed

322
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Trust One
BTLS
UJF
from Trust No. 4
Trust
Salary paid by Harvard-Westlake School
Seminar. Transportation, meals and lodging

As filed

AT&T Inc — Sell

TRUSTNO.3 — Int/Div

ADC Telecommunications Inc — Sell

Alcoa Inc — Buy

Allegheny Energy Inc — Sell

Allstate Corp. — Buy

Allstate Corp — Buy

Allstate Corp. — Buy

American Electric Power — Buy

American International Group — Sell

American Tower Corp. — Sell

Amernisourcebergen Corp. — Buy

Amerisourcebergen Corp. — Buy

Arcelormittal Sa Luxembourg — Buy

Arrow Electronics — Sell

AT&T Inc — Buy

AT&T Inc — Sell

AT&T Inc — in Lieu

Autoliv Inc — Buy

Bank of America Corp. — Buy

Bank of America Corp. — Sell

Bernstein Emerging Markets — Sell

Bemstein Tax Managed — Buy

Bernstein Tax Managed — Sell

Bemstein Tax Managed — Sell

Black & Decker Corp

BP Pic-Spons ADR — Buy

BP Pic-Spons ADR — Sell

Caterpillar Inc — Buy

CBS Corp - Class B — Sell

Chevron Corp — Buy

Chevron Corp. — Sell

Cisco Systems Inc — Sell

Citigroup Inc — Sell

Clorox Company — Sell

Comcast Corp. — Sell

Comcast Corp. — Split

Coca Cola Co. — Sell

Conocophillips — Buy

57. Conocophillips — Buy

Conocophillips — Buy

Cooper Industries Itd. — Sell

Countrywide Financial Corp — Buy

Countrywide Financial Corp. — Buy

Countrywide Financial Corp — Buy

Countrywide Financial Corp. — Buy

Countrywide Financial Corp. — Sell

Constellation Energy Group

Coveidien Limited — Spin-Off

Daimlerchrysler AG-reg — Sell

Deutsche Bank AG — Buy

Electronic Data Systems Corp — Sell

Entergy Corp — Sell

Fannie Mae — Buy

Fannie Mae — Sell

Federated Department Stores — Buy

Federated Department Stores — Merger

Fidelity National CI A — Buy

Fidelity National CI A — Sell

Flextronics Int} Ltd. — Buy

Freddie Mac — Sell

General Electric Co — Sell

General Motors Corp — Buy

General Motors Corp. — Buy

General Motors Corp. — Sell

Genworth Financial Inc — Buy

Genworth Financial Inc — Sell

Goldman Sachs Group Inc — Buy

96. Goldman Sachs Group Inc — Buy

Hartford Financial Sves Gp — Buy

Hewlett-Packard Co — Sell

Ingersoll-Rand Co. — Buy

Ingersoll-Rand Co — Buy

Ingersoll-Rand Co. — Buy

Intl Business Machines Corp

JP Morgan Chase & Co. — Buy

JP Morgan Chase & Co — Sell

KB Home — Buy

KB Home — Sell

Kellogs Co — Sell

Kraft Foods Inc. - A — Buy

Kraft Foods Inc. - A — Sell

Kroger Co — Sell

Limited Brands Inc — Sell

Macy's Inc — Merger

Macy's Inc — Buy

Macy's Inc — Sell

Macy's Inc — Buy

Marathon Oil Corp — Buy

Marathon Oil Corp. — Buy

Marathon Oil Corp — Buy

Marathon Oil Corp — Spht

MBIA Inc — Buy

MBIA Inc — Sell

McDonald's Corp. — Buy

McKesson Corp — Buy

McKesson Corp — Sell

Merck & Co. Inc — Sell

Merck & Co. Inc — Buy

Merrill Lynch & Co. Inc — Buy

Metlife Inc — Buy

Microsoft Corp. — Sell

Morgan Stanley — Buy

Morgan Stanley — Sell

National City Corp. — Buy

National City Corp. — Sell

Nokia Corp. — Sell

Norfolk Southern Corp. — Sell

Northrop Grumman Corp — Buy

Northrop Grumman Corp. — Buy

Occidental Petroleum Corp. — Sell

Office Depot Inc — Sell

Owens-Illinois Inc

Parker-Hannifin Corp. — Buy

Parker-Hannifin Corp — in Lieu

Parker-Hannifin Corp. — Split

Partnerre Ltd

Pepsico Inc — Sell

Pfizer Inc — Buy

Pfizer Inc — Sell

Pharmerica — Sell

Pharmerica — Spin-Off

Pharmerica — in Lieu

Procter & Gamble Co. — Sell

Procter & Gamble co. — Sell

Procter & Gamble Co. — Sell

Renaissance Holdings Ltd.

Royal Dutch Shell Pic — Buy

Safeway Inc

Sara Lee Corp — Buy

Sara Lee Corp. — Buy

Smurfit Stone Container Corp — Sell

Sprint Nextel Corp. — Buy

Supervalue Inc — Buy

Target Corp. — Sell

Tech Data Corp

Terex Corp. — Buy

Terex Corp. — Sell

Time Wamer Inc — Sell

Toyota Motor Corp. — Sell

Travelers Co. Inc — Buy

Tyco Electronics Ltd. — Spin-Off

Tyco International Ltd. — Spin-Off

Tyco International Ltd. — Buy

Tyco International Ltd. — Sell

Verizon Communications Inc — Buy

VF Corp. — Buy

Vodafone Group Pic — Buy

Wachovia Corp — Sell

Washington Mutual Inc — Buy

Washington Mutual Inc — Sell

Wisconsin Energy Corp. — Sell

XL Capital Ltd. — Sell

Bernstein California Municipal — Sell

IRA ONE — Int/Div

Bernstein International — Buy

Bernstein International — Sell

Bernstein Emerging Markets — Buy

Bernstein Emerging Markets — Sell

IRA TWO — Int/Div

Bernstein International — Buy

Bernstein International — Sell

Bernstein Emerging Markets — Sell

Bernstein Emerging Markets — Buy

Bernstein Emerging Markets — Sell

TRUST NO. TWO — Interest

Oppenheimer M/M

Whittier CA Bon

Cal St. Pubs Bond — Redemp

Contra Costa LA Bond

Hayward CA Bond

Hollister CA Bond — Redemp

CA Ed] Fac Bond — Buy

San Bemardino Bond

Cal St G/O Bond — Buy

Torrance CA Bond

Capistrano CA Bond

Pomona CA Bond (Purchase 2003)

Pomona CA Bond (Purchase 2004)

Paramount CA Bond

Bonita Canyon CA Bond

Cerritos CA Bond

Willis CA Bond

Cupertino CA Bond

Calif HPA (Purchase 2005)

Calif. Stwde 5/.75% (State Water Dev.)

Calif HFA 5.975%

Bell Gardens 5%

TRUSTNO. 4 — Int/Div — Transfer — Trust One

General Electric — Transfer — Trust One

Verizon — Transfer — Trust One

SBS Money Fund — Transfer — Trust One

TRUST NO. 5 — Interest

Washington Mutual Savings

TRUSTNO. 6 — Interest

TIAA-CREF — Interest

Israel Bonds — Interest

TRUST NO. ONE — Int/Div

AT&T Corp

Agere — Donation — BTLS

Comcast

Lucent — Donation — UJF

Walt Disney

Schwab One Money Market

Dodge & Cox Stock

Selected American Shares

Calamos Growth — Sell

ICM Small Company Port

Pimco Emerging Co. (Now Allianz CCM Emg Cos) — Sell

Artisian Int'l

MS Emerging Market

MS Int'l Equity

Cohen & Steers Realty

Merger Fund — Buy

Oakmark Int'l Small Corp — Sell

JP Morgan Mid Cap Value

Ivy GIlb Nat. Resources

Hussman Strategic Growth — Sell

Pimco All Asset — Sell

Chesapeake Core Growth — Buy

Chesapeake Core Growth — Transfer — from Trust No. 4

Verizon — Transfer — from Trust No. 4

Cohen & Steers Int'l Realty — Buy

SPDR S&P Int'l Small Cap — Buy

Allianz OCC Opportunity — Buy

Morgan Stanley Mid Cap Growth — Buy

Calamos Mkt. Neutral — Buy

Investor Checking — Interest — Transfer — from Trust No. 4

IRA ROLLOVER — Int/Div

Dodge & Cox Stock — Sell

Dodge & Cox Int'l. Stocks

Selected American Shares

Calamos Growth — Sell

ICM Small Company Port.

Pimco Emerging Companies (Now Allianz CCM Emg. Cos) — Sell

Artisian Int'l

MS Emerging Market — Sell

Cohen & Steers Realty

Merger Fund

Oakmark Int'l. Small Cap — Sell

Schwab Money Market

JP Morgan Mid Cap Value — Buy

Ivy Gbl. Nat. Resources

UM Multi Strategy Fund

Cohen & Steers Int'l Realty Shares

Chesapeake Core Growth — Buy

Hussman Strategic Growth — Sell

Allianz OCC Opportunity — Buy

Calamos Market Neutral Fund — Buy

Morgan Stanley Mid Cap Growth Fund — Buy

Co-Trustor andCo-Trustee, Trust

Spouse's income — 2007 — Salary paid by Harvard-Westlake School

Spouse's income — Aspen Institute - 11/9/07-11/11/07 — Seminar. Transportation, meals and lodging