Ask Donna

Pull out the substance of this filing.

What was filed

  • 57

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • LS En o= ¥ Hi wT TD
  • Third Federal Bank
  • Courtland And Ruth Morris
  • Federal Bar Association of New Jersey

As filed

Rural Acreage, Rte. 2, Bellevue, Ohio — Rent

Rental property, Avalon, NJ — Rent

Bank of America - Account — Interest

Third Federal Bank - Account — Interest

U.S. Savings Bonds — Interest

Phoenix Life Insurance — Int/Div

FEGLI Life Insurance — None

Vanguard Index 500 Fund — Int/Div

Wells Fargo Advantage Fund — Int/Div

Franklin Templeton Fund — Int/Div

UBS Financial Account — Interest

529 Plan - Alliance Capital Fund — Int/Div

Amentrade Account — Interest

Cendant Common Stock — Int/Div

SCOLR Common Stock — Int/Div

Today's Man Common Stock — Int/Div — sell

Purchase Pro Common Stock — Int/Div

Charter Communications Common Stock — Int/Div

AT&T Common Stock — Int/Div

Radio Shack Common Stock — Int/Div

Ariad Common Stock — Int/Div

VISX Common Stock, n/k/a Advanced Medical Optics — Int/Div

Comcast Common Stock — Int/Div

GE Common Stock — Int/Div

Motorola Common Stock — Int/Div

Kohl's Common Stock — Int/Div

Iron Mountain Storage Common Stock — Int/Div

Freescale Common Stock — Int/Div

Roboserver Systems Common Stock — Int/Div

Lord Abbett All Value Fund — Int/Div

Lord Abbett Midcap Value Fund — Int/Div

Dreyfus Premier Core Fund — Int/Div

Van Kampen Global Francise Fund — Int/Div

Van Kampen Growth and Income Fund — Int/Div

Federated Kaufman Fund — Int/Div

Black Rock Aurora Fund — Int/Div

Eaton Vance Tax Managed Fund — Int/Div

Millionaires' Club" Stock Fund

AT&T Common Stock — Int/Div — sell

Comcast Common Stock — Int/Div — sell

Dell Common Stock — Int/Div — sell

E-Trade Financial Common Stock — Int/Div — sell

Ford Motor Common Stock — Int/Div — sell

GE Common Stock — Int/Div — sell

Genta Common Stock — Int/Div — sell

McDonald's Common Stock — Int/Div — sell

0OSI Pharmaceutical Common Stock — Int/Div — sell

Time Wamer Common Stock — Int/Div — sell

UPS Common Stock — Int/Div — sell

Universal Display Common Stock — Int/Div — sell

TD Waterhouse Money Market Account — Int/Div — sell

Sirius Satellite Radio, Inc. Common Stock — Int/Div — sell

PHH Corp. Common Stock( 2/1/05 Cendant spinoff) — Int/Div — sell

Avis Budget Common Stock (9/6/06 Cendant spinoff) — Int/Div — sell

Realogy Common Stock (8/1/06 Cendant spinoff) — Int/Div — sell

Wyndham Worldwide Common Stock (8/2/06 Cendant spinoff) — Int/Div — sell

5, LS En o= ¥ Hi wT TD

Liability — Third Federal Bank — Mortgage On Property #3, Venice, Fl. (Pt. Vii, Line3)

Liability — Courtland And Ruth Morris — Mortgage On Property #2, Avalon, Nj (Pt. Vii, Line 2)

Reimbursement — Federal Bar Association of New Jersey — Contribution toward investiture reception

Part VII, page 1:

line 1 - rural acreage inadvertedly omitted from initial report, but listed on prior financial disclosures

line 2 - rental property, purchased in 1994 for $123,000; 50% ownership

line 3 ENEMA property, purchased in 2005 a Qf $315,000; 50% ownership

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.