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Pull out the substance of this filing.

What was filed

  • 111

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • VISA

As filed

PTTDX (IRA) — None — Buy

Prudential Life Insurance — None

Coins — None

An — None

Schwab Money Market Fund — Interest

Charles Schwab Cash Account — Interest

Vanguard Health Care Fund — None

Vanguard Health Care Fund (IRA) — None — Sold (part)

Vanguard Health Care Fund (IRA) — Sold (part)

Microsoft — None — Sold (part)

Microsoft — Buy (add'l)

Microsoft — Buy (add'l)

Microsoft — None — Buy

PTTDX (IRA) — Sold

DFA US 9-10 Small Co (DFSVX) i — None — Sold (part)

DFA US 9-10 Small Co (DFSVX) i — Sold (part)

Amencan Growth Fund — None — Buy (add'l)

Pimco Tot Ret. Fund — None — Sold (part)

Pimco Tot Ret. Fund — Buy (add'l)

Pimco Tot Ret. Fund — Sold (part)

Kadlec Blended Short Term Bond Fund — None — pan)

Kadlec Blended Short Term Bond Fund — with line 37)

TFLIC — None — Buy

TFLIC — Buy (add'l)

TFLIC — Buy (add'l)

TFLIC — Buy (add'l)

TFLIC — Buy (add'l)

Allainz NF) Dividend Value A Fund — None

Columbia Ac Slct — None — Sold (part)

American EuroPac Fund — None — Sold (part)

American EuroPac Fund — Sold (part)

Columbia SM.CAP.Val — None

South Boston Savings Bank Life Ins — None

Globix Corp — None

Schwab Value Advantage Money Fund — None

Int'l GameTech (IGT) — None — pant)

Int'l GameTech (IGT) — Buy (add'l)

Int'l GameTech (IGT) — Buy (add'l)

Int'l GameTech (IGT) — Buy (add'l)

Int'l GameTech (IGT) — Buy (add'l)

Int'l GameTech (IGT) — Buy (add'l)

Int'l GameTech (IGT) — Buy (add'l)

Phillips Electric — Buy (add'l)

Phillips Electric — Buy (add'l)

Phillips Electric — Buy (add'l)

Phillips Electric — Sold (part)

Phillips Electric — Sold

Driehaus Emerging Mkts — None — Buy (add'l)

Driehaus Emerging Mkts — Buy (add'l)

Driehaus Emerging Mkts — Buy (add'l)

Driehaus Emerging Mkts — Buy (add'l)

Driehaus Emerging Mkts — Sold (part)

Driehaus Emerging Mkts — Buy (add'l)

Schwab Invest Money Fund (Pers) — Int/Div

Royce Value Plus Fund — None — Sold

Wells Fargo Adv. Asia/Pac — None — Sold

US Bank — None — Buy (add'l)

US Bank — Buy (add'l)

US Bank — Buy (add'l)

US Bank — Buy (add'l)

US Bank — Buy (add'l)

US Bank — Buy (add'l)

US Bank — Sold (part)

US Bank — Buy (add'l)

US Bank — Buy (add'l)

US Bank — Buy (add'l)

Alcoa (IRA) — None — Buy (add'l)

Alcoa (IRA) — Sold

Alcoa (IRA) — Sold

Pimco All Asset — None — Buy

Pimco All Asset — Buy (add'l)

Pimco All Asset — Buy (add'l)

Pimco All Asset — Buy (add'l)

Cryptologic — None — Buy

Cryptologic — Sold

Elan — None — Buy

Elan — Buy (add'l)

Banco Santander — None — Buy

MGM; — None — Buy

MGM; — Buy (add'l)

MGM; — Buy (add'l)

PTTDX (IRA) — None — Buy

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — pant)

PTTDX (IRA) — Sold (part)

PTTDX (IRA) — Sold

PTTDX (IRA) — None — Buy

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Sold

PTTDX (IRA) — None — Buy

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Buy (add'l)

PTTDX (IRA) — Sold (part)

PTTDX (IRA) — pant)

PTTDX (IRA) — None — Sold

Venzon — None — Buy

Venzon — None — Buy

Venzon — Buy (add'l)

Banco Santander — None — Buy

Liability — VISA — Consumer Card

*This was sold in 2009 however, that information was inadvertently omitted from the prior years report.

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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Edward F. Shea | Frix