Karen J. Williams
2007
Ask Donna
Pull out the substance of this filing.
What was filed
436
investments
8
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Aviation
- to purchase
- Section VIII (A)
- Section VIII
- Section VIII ©)
- Section VIII (D)
- in lieu .65485
- split 2:1 on 70 sh
- split 2:1 on 240 sh
- Section VIII (E)
- Section VIII (F)
- Section VIII (G)
- VIII (TY
- Section VIII (H)
- in lieu .71971
- in lieu 41
- Section VIII (I)
- Section VIII (K)
- Section VIII ( L)
- Section VIII (M)
- Section VIII ™M)
- Section VIII (N)
- Section VIII (0)
- Section VIII (P)
- Section VIII Q
- Section VIII (R)
- VIII (T)
- Section VIII Q)
- Closed 8/10/06
- South Carolina Bar Association
- Univ. of SC School of Law Advisory Board
- Univ. of SC School of Law Partnership Bd
- Rotary Club of Orangeburg, S.C
- South Carolina Women Lawyers Association
- Federal Judicial Resources Committee, Working Group (Tenure ended)
- Federal Judicial Center's Board and Appellate Judges Education Committee (Resigned July 1, 2007)
- Woodberry Forest School Board of Trustees
As filed
Aurora - — Distribution
Bank of America MM Savings — Interest
I] Community Bank Shares (Now 321.2848) — Int/Div
ff IIR Investments, LL( — Int/Div — Sold
Hartford Life & Annuity — Int/Div
Orangeburg County (Church) — Rent — Buy
South Carolina Bank & Trust Ck — Interest
South Carolina Bank & Trust -CD 023 — Interest
Ili South Carolina Bank & Trust CD 73] — Interest — Opened
Ili South Carolina Bank & Trust CD 73] — Matured
South Carolina Bank & Trust CD 347 — Interest — Matured
ll. South Carolina Bank & Trust CD 209 — Interest — Opened
1 South Carolina Bank & Trust CD 207 — Interest — Opened
a South Carolina Bank & Trust CD 729 — Interest — Opened
a South Carolina Bank & Trust CD 729 — Matured
South Carolina Bank & Trust SuperMax — Interest
Bank of America CK — Interest
Bank of America, SAV — Interest
i Teton County ,Wy Condo — Rental
Property
Absolute Energy, LL — Interest
1/2 Interest Real Estate in Elbert County, GA — None
PR Investments, LL — Interest — Sold
Rank of America CK — None
Igy ank of America Sav — Interest
Bank of America MMKT INV — Interest
Wl Brockton Professional Baseball LLC — Int/Div
WCharles H. Williams PA Stock — Interest
Diablo Baseball Investors, LLC — None
Edisto Plantation LLC — None
Will — Rent
Lot on Sg Ci. — None
Note Rec'd A.D — None
I) Office on Square in Orangeburg County, SC — Rent
Orangeburg County (Church) — Rent — Buy
PRock Hill Hotel Group — Int/Div — Sold
IgiSantees North Shore LL( — Interest
IgiSantees North Shore LL( — Interest — 20 % — Aviation
Winchester N. Beach Towers, LL( — Interest — to purchase
Farmland, — Rent — Section VIII (A)
Abbott Laboratories {Jil — Int/Div
American Express Co. (EER — Int/Div
Arthur J. Gallagher (EEE — Int/Div
Automatic Data Processing, Inc. [ — Int/Div
Cisco Sys Inc. {JIB — None
Darlington County INDL Dev [ — Interest
Duke Ener Cc Compnay) New [ — Int/Div
Inc uh — None
Franklin Res Inc! (ND — Int/Div
1 Grand Strand Water & Sewer 5.0 20K) — Int/Div
Johnson & Johnson {i — Int/Div
Landstar Systems Inc. [ — Int/Div
Legg Mason JJ — Int/Div
Merrill Lyncl, {gi — Int/Div
Moodys Corp. ah — Int/Div
Moodys Corp. ah — Int/Div — Dist
Co G.0. Bus 5.25 [T° — Interest
cMedExpress un — None
Plum Creek Timber Co. Inc. {i — Int/Div
Proctor & Gamble [ — Int/Div
sc st ED Ast 6% — Interest
Jobs Econ Dev. 5.25% [ — Interest
o:rtanburg co Hh sve s.c [IR — Interest
rect Energy Corp Con {JJ} — Int/Div — Section VIII ©)
State Street co {J — Int/Div
Rowe Price Group Inc. «fj — Int/Div
atucciick Inc a. — None
XMsatellite Radio Hidgs {JR — None
ER — None
Carle 250 (i) — Interest
Darlin 6.125 > — Interest
Darlington County IDR-AMT {i} — Interest
Greenville, SC Mem Aud {i — Interest
Lexington C osp 4.375 (fy — Interest
Med USC Hospital 5. {I — Interest
Myrtle Beach G/0 4.75 [0 — Interest
Wl» Citibank NA Bank Deposit Program — Interest
SC Jobs Econ Dev. gg) — Interest
WY SC St. Amt. HSG Fin & Dev 6.650 Mtg Rev Ser A he — Interest
SC Amt Hsg & Fin — Interest
SC St. Amt HSG FN 54 Su — Interest
WB) 5C St. Amt. HSG Fin 4.9 gaa — Interest
Ports Authority Revi — Interest
I) Service Merchandise Inc SR Sub Deb DTD — Escrow
Sour 5.5 [ — Interest
Abbott Laboratories {JJ} — Int/Div
Advent Software Inc. gg — Int/Div
Agilent Technologies Inc. {if — None
Aco: Inc. rf — Int/Div
Allied W/ — Int/Div — Buyfl
Amazon Com, Inc. y — None
AvGEN Inc. (ID — None
American Express {ff} — Int/Div
a — Int/Div
Ameriprise Financial Inc. [JJ — Int/Div
Anadarko Petroleum Corp {i — Int/Div
Applied Materials Inc. Delaware (il — Int/Div
uodesk [ — Int/Div
Bank of America Corp {i} — Int/Div
Baker Hughes {J} — Int/Div
Bed, Bath & Beyond (IR — None
Berkshire Hathaway Inc. Class B, {fi} — None
Biogen Idec Inc. {Ji — None
Boeing Co. ing a Y . @ — Int/Div
Broadcom Corp CL A — None
Cablevision NY Group CLA [g — None
Caterpillar Inc. (8 — Int/Div
Chevron Corp (Now ll — Int/Div
Chubb Corp. — Int/Div
Cisco Systems (Now [ — None
1} Citadel Broadcasting Corp { — None — Section VIII (D)
1} Citadel Broadcasting Corp { — in lieu — in lieu .65485
Coca-Cola Co. (Now 'B — Int/Div
Comeast Corp CLA Now {il — None — Spht — split 2:1 on 70 sh
Comcast Corp CLA SPL (Now {ll} — None — Split — split 2:1 on 240 sh
Covidien LTD (ll — Int/Div — Section VIII (E)
Cree Inc. (ll — None
Inc Now fl} — None
Dover Corp B» — Int/Div
Dow Chemical ({§} — Int/Div
Ebay Inc. Now {ll — None
Electronic Arts {ff — None
i) Eli lilly & Co. (g} — Int/Div
Emerson Electric Co. (ff — Int/Div
Expedia Inc (Now {lJ} — None
Exxon Mobile Corp. Now {il — Int/Div
Forest Laboratories Inc. (Now {JJ} — None
ionkiin Resources Inc. [ — Int/Div
Sap Inc. Delaware al — Int/Div
Genentech Inc. § — None
General Electric Co. [ — Int/Div
Genzyme Corp General Division (ll — None
Glaxosmithkline PLC SP ADR (ll — Int/Div
Global SanteFe Corp (Was/ fll — Int/Div
Global SanteFe Corp (Was/ fll — L — Section VIII (G)
Grant Prideco Inc. — None
Home Depot Inc. (Now (fll — Int/Div
Honeywell Intl, Inc (Now — Int/Div — soldi
IDEARC Inc. (Wa: iB — None
Imclone Sys Ine: ® — None
Intel Corp (@ — Int/Div
1AC Interactive Corp '@ — None
International Business Machines Cory 1] — Int/Div
Interpublic Group of Cos Inc. (i — None
JP Morgan Chase & Co. {i} — Int/Div
Johnson & Johnson ( — Int/Div
Kimberly Clark Corp (Now (fi) — Int/Div — ll}
Kraft Foods Inc. Class A § - — Int/Div
3 Communication Holdings Inc. ig — Int/Div
Liberty Global Inc.Class A (( — None — VIII (TY
Liberty Global Inc. Ser C — None
Liberty Media HLDG Corp Interactive SER A (8) — None
MGIC Invt Corp WIS (Was gf} — Int/Div
Merrill Lynch & Co. Inc. (Now i — Int/Div
Micron Technology (@} — None
Microsoft Corp. (ll — Int/Div
Millennium Pharmacuticals Inc. (/@} — None
Motorola Inc. DE (Now — Int/Div
Murphy Oil Corp (Was @ — Int/Div
a») Ne: ors Industries LTD- USD NEW (Now) — Int/Div
Ni News Corp Class B New (Now: li} — Int/Div
Nokia Copr Sponsored ADR ( Was ) — Int/Div
Novartis AG ADR ( Now: — Int/Div
Novellus Sys Inc. (Now a — Int/Div
Pall Corp (@ — Int/Div
Pfizer inc (@ — Int/Div
PMI Group Inc. ((@ — Int/Div
Proctor & Gamble (Now: fi — Int/Div
y Raytheon Company New a — Int/Div
Sandisk Corp il — None
Schlumberger LTD (Now: ( — None
Seagate Techonology- USD (il) — Int/Div
Simpson MFG CO INC (dl — Int/Div
State Street Corp — Int/Div
Taiwan S: DR (Now — Int/Div — Divofl — Section VIII (H)
Taiwan S: DR (Now — in lieu — in lieu .71971
fl) Texas Instruments Inc. ‘a — Int/Div
Time Warmer (@i — Int/Div
Transocean Inc. — Int/Div — Section VIII (G)
Transocean Inc. — None — in Lieu — in lieu 41
Tyco Electronics (Now a — Int/Div — Section VIII (E)
Tyco Intl Ltd New (Now @ — Int/Div — Section VIII
ur: Now @ — Int/Div
United Health Group Inc. — Int/Div
Verigy LTD (Now (@ — None
Verisign Inc. Now {fl} — None
dl; Verizon Communications (ff — Int/Div
Walmart Stores, Inc.(@l — Int/Div
Walt Disney Co. ( Now *@l} — Int/Div
Weyerhauser Co. (i — Int/Div
Williams Cos Inc. (Now (@ — Int/Div
Williams Sonoma Inc (Wasi@l) — Int/Div
yeh (Now (ll — Int/Div
Wm Wrigley Jr. Co. (ff) — Int/Div
Yahoo Inc &® — None
7 ] + Citibank NA Bank Deposit Program — Interest
Duke Energy Cor Company) NEW [r — Int/Div
One Travel Holdings Inc. (Was ( — None
One Travel Holdings Inc. (Was ( — Int/Div — i — Section VIII (I)
Spectra Energy (Now @f — Int/Div — Section VIII
on — Int/Div
American ne. — Int/Div
American Ad — Int/Div
Americ — Int/Div
Birmingham Steel {JJ — None — Section VIII (K)
IDEARC Inc (Was lB — None
a» Prime Fund Cap Reserves Class — Interest
Verizon Communications {J — Int/Div
Vodafon= Group PLC SPONS ADR NEW (Now 1d) — Int/Div
AMCAP Fund Class A, (SENENSEER — Int/Div
[ — Int/Div
file — Int/Div
Fund Class A (JED — Int/Div
fi*itibank NA Bank Deposit Program — Interest
a Ls Class A [ — Int/Div
Be — Int/Div
Capitol World Growth and Income Fund -A — Interest
Abbott Laboratories {J — Int/Div
American Express Co. » — Int/Div
American Express Co. » — None — 925
rthur J. Gallagher & Co! (ii — Int/Div
Astrazeneca PLC Spon ADR iP — Int/Div
Data Processing Inc {Jil — Int/Div
Bank of America Corp. (JD — Int/Div
Bristol Myers Squibb 'E — Int/Div
road (Was!) — None — Section VIII (N)
hespeake Energy Corp. (JI — Int/Div
Chevron Corp New (il — Int/Div
Sys Inc (I — None
Group New Com (lB — Int/Div
itigroup Inc. EE) — Int/Div
onocophillips — Int/Div
xon Mobil Corp {gill — Int/Div
ankiin Res Inc (Now GiB — Int/Div
Depot {i — Int/Div
Johnson & Johnson (EN — Int/Div
iberty M ComSer Alf — None
Liberty Media Hldg Corp Com (1 — None
Landstar Systems Inc (Now I — Int/Div
ily Eli & Co. ("HR — Int/Div
00dys Corp (EP — Int/Div
oody's AAA/ S&P AAA (ER — Interest
Nordisk A/S ADR (Now (gi — Int/Div
jum Creek Timber Co. Inc. {0 — Int/Div
ctor & Gamble Co. — Int/Div
rudential Fin Inc. (\gP) — Int/Div
Lee Corp (Wa: GP) — Int/Div
SCBT Financial Corp (Now {ll — Int/Div
Corp Com Qui — Int/Div
print Nextel (Was (gi — Int/Div
ate Street Corp (GR) — Int/Div
Rowe Price Group Inc. {I — Int/Div
BY nornburg Mortgage Inc — Int/Div
ork County Sch Dist No. 4 {Jj — Interest
Abbott Laboratories (Gl) — Int/Div
dvent Software Inc. IR — None
Technologies Inc. (Was) — None
coa Inc. (gp? — Int/Div
AIT =D (ND — Int/Div
mazon Com Inc. (Nov. (JJiD’ — None
merican Express Co. r — Int/Div
American Intl Group Inc. (Now i» — Int/Div — Sold
mgen (Now (g? — None
nadarko Petroleum Corp ' (I — Int/Div
utodesk Inc. gg — None
Hughes (Now! [i [ — Int/Div
of America Corp (Now [iii — Int/Div
Bath & Beyond (Nov mm — None
ggpBerkshire Hathaway Inc. Class B — None
iogen Idec Inc. pg) — None
Services Co. (Now (i — Int/Div
s0cing Co. WR — Int/Div
Corp CLA (Now — None — Wl
ablevision NY group CLA (- — None
Caterpillar Inc. (Now g? — Int/Div — Sold')
Charming Shoppes Inc (i — None
Chevron Corp (Bh — Int/Div
Chubb Corp. (Nowiigli) — Int/Div
gl Citadel Broadcasting Corp (Was'{ggp — None — Section VIII (0)
gl Citadel Broadcasting Corp (Was'{ggp — in eu
isco Sys Inc (Now ll — None
Coca Cola Co. (Nowig) — Int/Div
omcast Corp CL A SPL (Now! gii#* — None
omcast Corp CL A SPL (Now! gii#* — split — Section VIII (P)
Covidien LTD (Now ggg? — Int/Div — Section VIII Q
Covidien LTD (Now ggg? — 1n lieu
Cree Inc gg — None
Dell Inc. gh’ — None
Discovery Holding Co. CL. A © 4 — None
Disney Co. ( (i) — Int/Div
Dover Corp (Now' (ii) — Int/Div
Oow Chemical Co. Gm) — Int/Div
Ebay Inc. (Now: (EP — None
Du Pont De Nemours & Co. - — Int/Div
lectronic Arts (GR) — None
Electric Co. CL — Int/Div
cxpedia Inc. Pp’ — None
xon Mobile Corp.{ im) — Int/Div
orest Laboratories Inc. (Now! LJ — None
rrankiin Resources Inc. (@§) — Int/Div
Inc Delaware (Now ' @l! — Int/Div
General Electric Co. (Now (ggg) — Int/Div
Genetech Inc. ("EP — None
PLC SP ADR (p> — Int/Div
oval oantate Lorp. NL — Int/Div — Merger — Section VIII (R)
Prideco Inc! - — None
iome Depot Inc. ym» — Int/Div
ioneywi ell 1 Intl Inc. ( . (No w [ — Int/Div
Interactive Corp New (Now! {ii — None
DEARC Inc. (Wadi — None
clone Sys Inc. ‘>.’ — None
nte! Corp. (Novia — Int/Div
ote ubli ic group of C os Inc. (§ 1] — None
Morgan Chase & Co! = L — Int/Div
ohnson & Johnson! or — Int/Div
Clark Corp (Now, ggg’ — Int/Div
Foods Inc Class A (Now Jl) — Int/Div — I)
Foods Inc Class A (Now Jl) — uy)
gL 3 Communications Hldgs Inc ( n — Int/Div
- — Int/Div
Global Inc. Ser C '@ — None — VIII (T)
Liberty ! Series A [1 — None
oerty Me: n eractive (ggg) — None — gg)
errill Lynch & Co. (I) — Int/Div
Technology, Inc. (Now' Wl — None
ticrosoft Corp {IR — Int/Div
Millen (Now (gp — None
1GIC Invt Corp Wis (Was [gd — Int/Div
otorola Inc. DE (Now: gp’ — Int/Div
Murphy Oil Corp (Was go — Int/Div
2bo : Now) — Int/Div
News Corp Class B New (Nowgill [TL Pp ( vg — Int/Div
ovartis AG ADR (Now lL — Int/Div
Sys Inc. (Now { — Int/Div
MI Group Inc. (Was {gi — Int/Div
Cop (gf — Int/Div
cpsiCo Inc. (Nov (gp) — Int/Div
fizer Inc — Int/Div
Proctor & Gamble Co (Now WB» — Int/Div
Raytheon Company New (i? — Int/Div
Safeway Inc. New (Wa! i — Int/Div
Sandisk Corp. ({y) — None
Schlumberger LTD (Now {) — Int/Div
PSeagate Technologies (Now Qi 8 8 - — Int/Div
Mfg Co Inc. (i — Int/Div
tate Street Corp (Now: (ip! — Int/Div
aiva \DR (i) — Int/Div — in Lieu
Texas Instruments Inc. (Now! ww — Int/Div
iime Wamer (Now gf! — Int/Div
gl Transocean Inc. (Now — None — Section VIII (R)
gl Transocean Inc. (Now — in lieu
1 yco Electronics LTD (Now (ugg) — Int/Div — Section VIII Q)
1 yco Electronics LTD (Now (ugg) — in lieu
Lin ever PLC SPONS ADI ow (ge'y — Int/Div
Lin ever PLC SPONS ADI ow (ge'y — “gr
United Health Group Inc. (Now ili” — Int/Div
I Ll Dy PVengy LT] [J] [~ — None
Inc. (Was Gi? — None
WVerizon Communications [ _L — Int/Div
2 mart Stores Inc. ( gh” — Int/Div
Western Asset Money Market Fund Class A — Interest
Williams Sonoma Inc. (Wa! — Int/Div
Vm Wrigley Jr. Co. (Now(iig? — Int/Div
eth (Now y 14% ] — Int/Div
Yahoo Inc. (Now WP — None
Member, South Carolina Bar Association
Member, Univ. of SC School of Law Advisory Board
Member, Univ. of SC School of Law Partnership Bd
Member, Board, Rotary Club of Orangeburg, S.C
Member, South Carolina Women Lawyers Association
Member, Federal Judicial Resources Committee, Working Group (Tenure ended)
Member, Federal Judicial Center's Board and Appellate Judges Education Committee (Resigned July 1, 2007)
Member, Woodberry Forest School Board of Trustees
(A) (VII- 42) Some portions of
$12,359 and CRP payments of $13,130.
_— farmland benefit from U.S. Department of Agriculture payments for Direct and Counter Cyclical Payments of
(B)(VII-51) Broadridge Financial Solutions LLC is a spinoff of Auto Data Processing Inc. on +02 ( ID spun of (>
(C) (VII- 80) Spectra Energy is a spinoff of Duke Energy on 1/03.
(D) (VI1-143) Citadel Broadcasting Corp. was a spinoff of Walt Disney Co. on 6/18. stares of Citadel Broadcasting Corp. spunoff (YT Walt Disney Co.
(E) (VII-149, 233,237) Tyco Intl. Ltd. New had a reverse split of shares to {shares on 6/29. It spunoff eres of Tyco Electronics LTD on 7/02. It also
hares of Covidien Ltd on 7/02 .
spunofi
(F) (VII- 156) Dreyfus Liquid Assets Inc. is a money market fund to hold cash for short term holdings with interest in periodic automatic investments and
redemptions in many funds.
(G) (VII-173,
obal Sante Fe Corp merged with Transocean Inc. on 1 127 shares of Global Sante Fe Corp merged into [ shares of Transocean Inc. with
cash in lieu of |
*
erefore these assets will be listed as "Transocean Inc." on the 2008 Report.
(H) (VI1-227) Taiwan Semiconductor Mfg. Co. LTD ADR issued a dividend offhare on heres on 7/10 with cash in lieu of L
(I) (V11-262) SCBT Financial Corp Dividends B, A dividend of {fj shares was given on 3/07.
(J) (VII-264) Spectra Energy is a spinoff of Duke on 1/03.
(K) (VII- 271) Bimingham Steel. The report for this asset stated that the gross value, C(1), was “unavailable”.
(L ) (VII- 277) This account was listed on my 2005 Report. However in on my 2006 Report I did not list it since the assets int his account were held for an
emancipated
have since learned that even though th
submitted an letter amending my 2006 Report to this effect.
s emancipated, becuase une still has control over the account I must report it. I have
(M) (VI11-304, 309) These two accounts are held for an emancipated [ and were also not reported on my 2006 Report. They are also included in the amending
letter to my 2006 Report referenced above in VIII (L).
(N) (VII-326) Broadridge Financial Solutions LLC is a spinoff of Auto Data Processing Inc. On 4/02 (shares spun of shares.)
(0) (VII-392) Citadel Broadcasting Corp. was a spinoff of Walt Disney Co. On 6/18. (shares of Citadel Broadcasting Corp. spunoff ® Walt Disney Co.
(P) (VII- 400) Comcast Corp CL A SPL had a 1:2 stock split on 2/22 @ Ears).
(Q) (VII- 401, 493, 497) Tyco Intl. Ltd. New had a reverse split o
figihto @hares on 6/29. It spunoff@shares of Tyco Electronics LTD on 7/02. It also
spunoff @fshares of Covidien Ltd on 7/01 .
(R) (VI11-426, 491) Gobal Sante Fe Corp merged Transocean Inc. on 11/27. @ shares of Global Sante Fe Corp merged into @shares of Transocean Inc. Therefore
these assets will be listed as "Transocean Inc." on the 2008 Report.
(S) (VII-487) Taiwan Semiconductor Mfg. Co. LTD ADR issued a dividend shares on@P shares on 7/10 with cash in lieu of [I recorded on 6/12/07 paid on
7/10/07.
(T) (VII- 190-193, 339-341, & 466-449) The Liberty Media Family of investments includes Liberty Global Inc. Class A, Liberty Global Inc. Ser C, Liberty Media
Corp A., Liberty Media HLDG Corp Interactive Ser A, Liberty Media HLDG CAP SER A, Liberty Global Inc. Com Ser A., Liberty Media Com Ser C to name a
few. The names alone are confusing. Liberty Media uses a unique investment strategy of “tracking stocks” which makes it very difficult to follow the investment
trades throughout the year. Our stock brokers have had difficulty explaining these stocks and our accountant has also found it confusing. To the best of my ability,
have listed everything I know about the investmen
olds in these entiies. The descriptions, income, values, and trades listed on these lines reflect the
information as best I could glean from the resources available to me.
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.