Thomas B. Russell
2009
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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.