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Pull out the substance of this filing.

What was filed

  • 54

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • First Investors of Paducah (Investment Club) See additional information

As filed

Checking Account - Paducah Bank — Interest

Checking Account - Regions Bank — Interest

IRA, UBS(Sce Sec. VIII — Int/Div

Amer. Funds, Washington Mutual Investors

IRA,UBS (See Sec VII) — Int/Div

Amer. Funds, Investment Co. of America

Savings Acct. Regions Bank — Interest

Common Stock, Regions Bank — Int/Div

IRA -Regions Bank (See Sec. VIII) — Int/Div

Fed. Nat'l Mort Assn — Buy

US. Treas. SEC Strip — Buy

Regions Trust Money Market

Federal Home Loan Bank

American Century Equity Income - Mutual Fund

Federated Kaufmann CL - Mutual Fund

Goldman Sachs Mid Cap - Mutual Fund — Sold

Fidelity Diversified Intl Fund - Mutual Fund — Sold

First Investors of Paducah (See Sec. VIII) — Int/Div

Loews (common)

Fastenal (common)

Microsoft (contmon)

Coke (common)

Johnson (common)

Minnesota (3M) (common)

CSI (common)

B.P. PLC (common)

Hospira (common)

Ebay (common)

Teaslnds (conunon)

Apple (common)

Kaucx (common)

TIshares (IWM)(common)

Best Buy (common)

Helix (common)

Allscripts (common)

Portfolio

SPDR

Citigroup

Dell

Scadnll (previously mislabled as Scandnll)

Gilead

China Mobile

Coming

Fluor

National

US Steel

Clean

Sigma

KY TFX — Buy

Am Semi — Buy

Cresud — Buy

Am Oricn — Buy

Am Oricn — Sold

Direxn — Buy

Partner, First Investors of Paducah (Investment Club) See additional information

I. POSITIONS

In October of 1996, I became a member of an invesunent club known as First Investors of Paducah, which is organized as a partnership. There are 15 partners

divided into 7 teams. Each team invests their portion. I only have control over the investment of my team, which is invested in 10 companies. Ido havea 1/15

interest in all investments.

VII. INVESTMENTS AND TRUSTS

(No.3 - 7) IRA- UBS

Iam not consulted, nor do { participate in the management, nor selection of the mutual funds or investments.

(No.8 -10) IRA - UBS

1am not consulted, nor do 1 participate in the management, nor selection of the mutual funds or investments.

{(No.13- 23) TRA - Regions Bank

Ihave an IRA with Regions Bank and UBS. Other than making an allocation choice between bonds, stocks, money markets, etc., [ have no control over the [RA

account. I am not consulted nor do I give advice on the individual investments.

(No. 24-81) First Investors of Paducah is an investment club organized as a partnership. There are 15 partners divided into 7 teams. Fach team makes an

independent investment of their portion. I have no controf over the investments of the other 6 teams. Ido have a 1/15 interest in all of the investments. Items 24

thru 81 represent the stock investments of the club.

No. 17, Federal Farm Credit Bank. [t Ropu I made an error in including that as a part of my IRA for 2008. It was sold 2/1/08.

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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