Ellen Segal Huvelle
2005
Ask Donna
Pull out the substance of this filing.
What was filed
182
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
1
spouse income
Named parties
- Reisert, S Pahnke
- Satinoff
- Cardozo Law School, NY, NY
- Boston College, Newton, MA
- Self-employed, Partner in Law Finn
- Mortgage on Rental Prop., Washington, DC (Part VII, Line 142)
As filed
America Online (now named Time Warner) — Int/Div
Applera Com Celerea Gp (previously Pe Cp Com Celerea — None
Cisco Systems — None
Fifth 3rd Bancorp Ohio — Int/Div — sale
Intel — Int/Div
iShares MSCI EAFE Fund — Int/Div
McKesson Corp — Int/Div — sale
Oracle Corp. — None — sale
Sony Corp ADR 1974 New — Int/Div — sale
Sony Corp ADR 1974 New — sale
Conjeco BE 4.125% due 8/1/06 — Interest
California St. General Obligation 4.5% due 5/1/05 — Interest — redeem
Southern California Pub Power 5.5% due 7/1/05 — Interest — redeem
Pittsburg CA Unified School District 4.0% due 8/1/07 — Interest
Missouri St. Health Ed Facs 5/125% due 01/01/09 — Interest
Cinco TX Municipal Utility 4.0% due 9/1/10 — Interest
MFS Muni Bond — Int/Div
Van Kampen Emerging Markets — Int/Div
Oppenheimer Developing Markets Fund — Int/Div
Delaware Trend Fund — None — sale
22. Enterprise Sm Co Growth — None — sale
Templeton Developing Markets — Int/Div — sale
Franklin Small Midcap — Int/Div
AIM Intemational Growth Fund — Int/Div — buy
Discover Bank CD 2.05% due 4/20/05 — Interest — redeem
Cardinal Bank NA CD 2.6% due 10/12/05 — Interest — redeem
Manulife Venture Annuity — None
iShares Sm Cap 600 Growth — Int/Div — buy
iShares South Africa — Int/Div — buy
31. iShares MSCI Pacific ex Japan — Int/Div — buy
iShares S&P Latin America — Int/Div — buy
iShares MSC1 Growth — None — buy
iShares MSC1 Growth — sale
36. iShares MSCI Value — None — buy
36. iShares MSCI Value — None — sale
Latin America Discovery — Int/Div — buy
The India Fund — None — buy
The India Fund — None — buy
Pleasonton CDP 3.000 06 Oct 01 — Interest — buy
Campbell CA Sch Dist. 0.0% 06 Aug 01 — None — buy
California State Transportation 3.0% 06 Feb 01 — Interest — buy
Sales Tax BE 5.000% 05 Jun 15 — Interest — buy
Sales Tax BE 5.000% 05 Jun 15 — redeem
LA GO-A BE 5.000% 05 Sep 01 — Interest — buy
LA GO-A BE 5.000% 05 Sep 01 — redeem
49. SC St GO-A BE 6.5000% 05 Apr 01 — Interest — buy
49. SC St GO-A BE 6.5000% 05 Apr 01 — redeem
LA Co PFA-A 5.375% 06 Oct 01 — Interest — buy
Maumee CSD 2.0% 06 Dec 01 — Interest — buy
Mississippi GO 5.750 07 Nov 01 — Interest — buy
University Hosp. NC 5.250% 26 Feb 15 — Interest — buy
Allianz CCM Cap App Class C — Int/Div — buy
Calvert Large Growth Fd CI C — None — buy
Del Int'l Value Fd CI C — Int/Div — buy
MFS Int'l Growth Fd CI C — None — buy
Van Kampen Comstock CI C — Int/Div — buy
Capital One Bk CD 3.150% 06 Jul 12 — Interest — buy
IRA #2 — Int/Div
Liquid Asset Fund
iShares MSCI EAFE — sale
iShares MSCI Emerging Markets
iShares S&P Small Cap Value
Shares S&P 500 Growth
Shares S&P 500 Value
Shares Sm Cap Growth
Powershares — buy
iShares MSCI Growth — buy
iShares MSCI Growth — sell
iShares MsCI Value — buy
iShares MsCI Value — sell
Intemnational Lease Finance Corp 4.75% due 1/18/05 — redeem
Societe Generale NY 7.4% due 6/1/06
GTE South 6.125% due 6/15/07
Salomon Smith Barney 6.5% due 2/15/08
78. -Wal-Mart Stores 6.875% due 8/10/09
Van Kampen Comstock
MFS Value
MFS Int'l Growth Fd — buy
Calvert Large Growth — buy
83. Goldman Sachs Small Cap Value
Enterprise Growth
American Inv. Co
Sentinel Small Company
Delaware Small Cap Value
E.V. (Eaton Vance) Emerging Markets
Apple Computer — None — buy
Apple Computer — sale
Broadcom — None — buy
Dell — None — buy
EMC Corp. Mass — None — sale
Genzyme Corp (General Division) — None — sale
Hewlett Packard — Int/Div — sale
Human Genome Sciences — None — sale
iShares MSCI EAFE — Int/Div
iShares S&P 500 Growth — Int/Div — buy
iShares S&P 500 Growth — buy
iShares S&P S00 Value — Int/Div — buy
iShares Small CapGrowth — Int/Div — buy
Medtronic — Int/Div — sale
MS India Fund — Int/Div — buy
MS India Fund — buy
SBC Communications — Int/Div — sale
Sun Microsystems — None — sale
CA DOT 3.00% 2/1/06 — Interest — buy
Tulsa Co OK 4.0% due 5/15/06 — Interest
McCreary Co Kentucky School District 2.0% due 8/1/06 — Interest
Pike Co Kentucky School District 5.0% due 9/1/06 — Interest
Pierce Co Sch Dist 5.00% 9/1/06 — Interest — buy
Fort Zumwalt Missouri School District 7.0% due 2/1/07 — Interest
JEA Florida Water & Sewer 4.0% due 171/07 — Interest
Oyster Bay New York Public Improvements 5.0% — Interest
Santa Monica — Interest — buy
Santa Monica — redeem
Van Kampen Emerging Markets Fund — Int/Div
Van Kampen Comstock — Int/Div — buy
Nuveen Intermediate Duration Municipal Bond — Distribution — sale
Oppenheimer Developing Markets Fund — Distribution
Delaware Trend Fund — None
Allianz Cap App — None — buy
Calvert Large Growth — None — buy
MFS Value — Int/Div — buy
128. Am. Inv. Co. of Am. — Int/Div — buy
Enterprise Small Co. Growth — None — sale
Franklin Small Midcap Growth Fund — Int/Div
AIM Constellation Fund — None
Templeton Foreign Fund — Distribution — sale
Lincoln National American Legacy — None
Alpine Int'l Real Estate — Int/Div — buy
IRA #1 — Int/Div
Liquid Asset Fund
Delaware Small Cap Value Fund
Rentral Property, Washington, DC — Rent — sale — Reisert, S Pahnke
C&B — Interest
Cov. Fund LLC — Distribution
Greenwood at Cleveland Park LLC — None
Rental Property, Washington, DC — Rent — buy — Satinoff
Retirement Account — Int/Div
Vanguard Short-Term Invesment — sale
Vanguard Short-Term Invesment — sale
Vanguard Wellington Fund — sale
Vanguard Wellington Fund — buy
Vanguard S&P 500 Index — sale
Vanguard Ext. Market Index Fund — buy
Vanguard Ext. Market Index Fund — sale
T. Rowe Price Mid Cap — sale
Am. Aadvantage Intl Equity (later became /Am. Beacon) — buy
Am. Aadvantage Intl Equity (later became /Am. Beacon) — sale
157. Dodge & Cox — buy
157. Dodge & Cox — buy
157. Dodge & Cox — buy
157. Dodge & Cox — sale
157. Dodge & Cox — buy
157. Dodge & Cox — buy
American Funds Growth Fund of Am. — buy
American Funds Growth Fund of Am. — buy
American Funds Growth Fund of Am. — buy
American Funds Growth Fund of Am. — buy
American Funds Growth Fund of Am. — sale
Sound Shore Fund — sale
Vanguard Explorer — sale
American Beacon Small Cap — ay
Vanguard Institutional Index — buy
Vanguard Institutional Index — sale
Ranier Small/Mid Cap Equity — buy
Ranier Small/Mid Cap Equity — sale
Ranier Small/Mid Cap Equity — buy
Ranier Small/Mid Cap Equity — sale
Vanguard Extended Mkt — buy
Vanguard Extended Mkt — sale
Vanguard Extended Mkt — sale
Lazard Emerging Mkts — buy
Lazard Emerging Mkts — sale
Lazard Emerging Mkts — buy
Thornburg International — buy
Thornburg International — sale
Thornburg International — sale
Schwab Stable Value — buy
Schwab Stable Value — sale
Schwab Stable Value — sale
Schwab Stable Value — sale
"196.
Reimbursement — Cardozo Law School, NY, NY — Teachng (Transportation, Food and Hotel) (Feb. 4-7)
Reimbursement — Boston College, Newton, MA — Board of Overseers (Transportation, Food and Hotel)(May 6-7 and October 21-22)
Income — 2005 — Self-employed, Partner in Law Finn
Spouse's income — HSBC — Mortgage on Rental Prop., Washington, DC (Part VII, Line 142)
1. My IRA account (IRA #2, lines 62-89), (jl R A account (IRA #1, lines 135-137) and GED retirement account (a 401(k) account, lines
144-192) are being reported as Aggregate Ownership Arrangements.
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.