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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 21

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • American Inns of Court - Michelle Mehaffy Inn (Beaumont, TX) - 2004-2007
  • George Mason University Law & Economics Center
  • JP Morgan Chase Bank, N.A. - services as vice president (Jan. - Sept.)
  • The Bank of New York Trust Co., N.A. - services as vice president (Oct. - Dec.)

As filed

Fidelity AMT Tax Free Money Fund (Muni MMF) - Boston, MA — Int/Div

Fidelity Contra Fund (IRA) - Boston, MA — Int/Div

U.S. Treasury Strips — Interest — sold

Fidelity Asset Manager Growth - Boston, MA — Int/Div — acc't

Fidelity Spartan Municipal Money Market Fund - Boston, MA — Int/Div — acc't

Fidelity Unique College Investing Plan Boston, MA — Int/Div — sale

Capital One (Hibemia) - Beaumont, TX checking & — Interest

JP Morgan Chase & Co. (401k) - New York, NY — Int/Div — sold

Fidelity Investments - Rollover IRA — Int/Div

Fidelity Cash Reserves

ee Fidelity Equity Income

JP Morgan Chase Bank - Houston, TX checking, savings — Interest

JP Morgan Chase (Bank One) Beaumont — Interest — acc't

checking, savings

Wachovia Securities - CD - Charlotte, NC — Interest — buy

Vanguard Investments - Valley Forge, PA retirement & 401k — Int/Div — buy

Vanguard Value Index

Vanguard Institutional Index

Vanguard Total Stock Market Index

Vanguard Growth Index

Vanguard Small Cap Growth Index

Director, American Inns of Court - Michelle Mehaffy Inn (Beaumont, TX) - 2004-2007

Reimbursement — George Mason University Law & Economics Center — July 6 - 9 Boston, MA Culture & Markets Seminar (transportation, meals, room)

Spouse's income — 2006 — JP Morgan Chase Bank, N.A. - services as vice president (Jan. - Sept.)

Spouse's income — 2006 — The Bank of New York Trust Co., N.A. - services as vice president (Oct. - Dec.)

Yill. AUVUVUL 1 IUVUINAL INF URIVIA 1T1IUIN URN DAN LAINA 1 AUIND. (Indicate part of Report.)

VII 1. The Fidelity Municipal Money Market Fund was renamed the Fidelity AMT Tax Free Money Fund.

VII 9. Hibernia National Bank was acquired by Capital One.

VII 4 & 10.

changed employers and rolled over his prior retirement account and 401k at Chase Bank into a single retirement account offered through

his new employer, the Bank of New York, at Vanguard Investments. See #19.

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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