Ellen Segal Huvelle

2005

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Ellen Segal Huvelle | Frix