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What was filed

  • 222

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Partial
  • Trust

As filed

Intel Corp. — Buy

Intel Corp. — Buy

TRUST NO. 3 — Int/Div

ADC Telecommunications Inc. Common — Spli

American Tower System Corp. — Buy

Avnet Inc. Common — Sell

Bank of America Corp. Common

Bemstein Emerging Markets — Sell

Bemstein Emerging Markets — Sell

Bemstein Emerging Markets — Sell

Bemstein Emerging Markets — Sell

Bemstein Tax-Managed

BP Amoco Plc Common

Burlington Northern Santa Fe Common

Celestica Inc. — Buy

Chevron Texaco Corp. Common — Sell

Citigroup Inc. Common — Buy

Citigroup Inc. Common — Buy

Clorox Company — Buy

Comcast Corporation — Sell

Conoco Phillips Common — Sell

Conoco Phillips Common — Div

Constellation Energy Group Inc. Common

Cooper Industries Ltd. Common

Cooper Tire & Rubber Co. Common

Electronic Data Systems — Buy

Eli Lilly & Co. — Buy

Entergy Corp. New Common

Exxon Mobil Corp. — Buy

Exxon Mobil Coup. — Buy

Federal Home Loan Moitgage Common — Buy

Federal National Mortgage Assn. Common — Buy

Federal National Mortgage Assn Common — Buy

Federal National Mortgage Assn Common — Buy

Federal National Mortgage Assn. Common — Sell

Federated Department Stores — Sell

Federated Department Stores — Sell

Flextronics Intemational Common — Buy

Flextronics Intemational Common — Sell

General Electric Co. Common — Buy

Genworth Financial Inc — Buy

Glaxo Pic-Sponsored Adr — Sell

Glaxo Pic-Sponsored Adr — Sell

Glaxo Pic-Sponsored Adr — Sell

Globalsantalo Corp. — Buy

Hartford Financial Services Common

HCA-Healthcare Co. Common

Hewlett Packard Co. Common — Sell

Hubbell Inc. Class B — Buy

Ingram Micro Inc.-CI A — Sell

Interpublic Group of Cos. Inc — Buy

Interpublic Group of Cos. Inc — Buy

Interpublic Group of Cos. Inc — Sell

JP Morgan Chase & Co. Common

Jones Apparel Group Inc. Common — Buy

Jones Apparel Group Inc. Common — Sell

Kroger Co. Common — Buy

Lear Corp. Common

Lehman Brothers Holdings Inc Common — Sell

Lehman Brothers Holdings Inc Common — Sell

Limited Inc — Buy

Liz Claibome Inc — Sell

Magna International Inc. Common

Martin Manetta Matenals Inc — Buy

McDonalds Corp. Common

Meadwestvaco Corp. — Sell

Medco-Health Solutions Inc. Common

Merck & Co. Inc. — Buy

Merrill Lynch & Co. Inc. — Buy

Merrill Lynch & Co. Inc — Sell

Metlife Inc. Common

Microsoft Corp. Common

MI Developments Inc. Common

National City Corp. Common — Sell

Noble Corp. — Buy

Noble Corp. — Buy

Norfolk Southern Corp. Common — Sell

Norflok Southern Corp. Common — Sell

Nortel Networks Corp. Common

Occidential Petroleum Corp. Common

Office Depot Inc — Buy

Pepsico Inc.-North Carolina Common

Proctor & Gamble Co. Common

Renaissancere Holdings Ltd. Common — Buy

Safeway Inc. Common — Buy

Smurfit-Stone Container Corp. Common — Sell

Solectron Corp. — Sell

Solectron Corp. — Sell

Solectron Corp. — Sell

Sprint Corp. Common

St. Paul Companies Inc — Buy

Suntrust Banks Inc. — Sell

Suntrust Banks Inc — Sell

Supervalu Inc. Common

Target Corp. Common

Tech Data Corp. Common

Tellabs Inc. — Sell

Tellabs Inc — Sell

Time Wamer Inc. Common

Torchmark Corp. — Sell

Torchmark Corp. — Sell

Torchmark Corp. — Sell

Toyota Motor Corp. Adr New — Buy

Unilever NV common

VF Corp — Sell

VF Corp — Sell

Wachovia Cozp. 2nd New Common

Wisconsin Energy Corp. Common

XL Capital Ltd-CI A

Bemnstein California Municipal — Sell

Bemstein California Municipal — Sell

Bemstein California Municipal — Sell

Bernstein California Municipal — Sell

IRAs ONE AND TWO — Int/Div

Bemnstein International — Buy

Bernstein International — Buy

Bernstein Intemational — Buy

Bemstein Intemational — Sell

Bernstein Intemational — Sell

Bernstein Intemational — Sell

Bemstein Intemational — Sell

Bernstein Emerging Markets

Bemstein Intemational — Buy

Bernstein Intemational — Buy

Bernstein Intemational — Buy

Bernstein Intemational — Sell

Bemstein Intemational — Sell

Bernstein Intemational — Sell

Bemstein Intemational — Sell

Bernstein Emerging Markets

TRUST NO. ONE — Int/Div

AT&T Corp

Agere

Comcast

Lucent

Walt Disney

Schwab One Money Market

Dodge & Cox Stock

Harbor Capital Appreciation — Sell

Selected American Shares

Calamos Growth

ICM Small Company Port

Pimco Emerging Co. (Now Allianz CCM Emg Cos)

Artisan Int'l

MS Emerging Market

MS Int'l Equity

Tweedy Browne Global Value

Cohen & Steers Realty

Merger Fund

Northeast Investors — Sell

Caldwell & Orkin Mkt. Opp — Sell

Caldwell & Orkin Mkt. Opp — Sell

JP Morgan Mid Cap Value

Ivy GIb Nat. Resources

Cohen & Steers Realty — Sell

Calamos Growth — Buy

Arusan Int'l — Buy

Dodge & Cox Stock Fund — Buy

MS Int'l Equity — Buy

Ivy Global Nat'l Resources — Buy

Calamos Growth — Buy

Caldwell & Orkin Mkt. Opp. — Buy

Hussman Strategic Growth — Buy

Hussman Strategic Growth — Buy

Pimco All Asset — Buy

Schwab Money Market

Chesapeake Core Growth — Buy

IRA ROLLOVER — Int/Div

Dodge & Cox Stock

Fidelity Advisor Eq. Growth — Sell

Selected American Shares

Calamos Growth

ICM Small Company Port.

Pimco Emerging Companies (Now Allianz CCM Emg. Cos)

Artisian Int1

MS Emerging Market

MS Int Equity

Tweedy Browne Global Value

Caldwell & Orkin Mkt Opportunity — Sell

Cohen & Steers Realty

Merger Fund

Northeast Investors — Sell

JP Morgan Mid Cap Value

Ivy Gbl Nat. Resources

UM Multi Strategy Fund

Cohen & Steers Realty Shares — Sell — Partial

Chesapeake Core Growth — Buy

Hussman Strategic Growth — Buy

Pimco All Asset — Buy

TRUST NO. TWO — Interest

Oppenheimer MM

Whittier CA Bond

Calif HFA Bond — Sell

Cal St. Pubs Bond

Contra Costa CA Bond — Redemption — Partial

Hayward CA Bond

Hollister CA Bond

Pasadena CA Bond

San Bernardino Bond

San Luis Obispo CA Bond

Torrance CA Bond

Capistrano CA Bond

Pomona CA Bond (Purchase 2004)

Pomona CA Bond (Purchase 2003)

Paramount CA Bond

Bonita Canyon CA Bond

Cerritos CA Bond

Willis CA Bond

Vemon CA Bond

Calif. St. Dept Wir Bond — Sell

Hercules CA Bond — Redemption

Cupertino CA Bond — Buy

Calif HFA (Purchase 2005) — Buy

TRUST NO. FOUR — Int/Div

General Electric

Venzon

SBS Money Fund

TRUST NO. FIVE — Interest

Washington Mutual Savings

TRUST NO. SIX — Interest

TIAA-CREF — Interest

Israel Bonds — Interest

Co-Trustor and Co-Trustee, Trust

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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