George A. O'Toole jr
2006
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Pull out the substance of this filing.
What was filed
202
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
2
spouse income
Named parties
- note 2, Part VIII
- note 3, Part VII
- note 4, Part VIII
- note 5, Part VIII
- line 46
- note 6, Part VIII
- note 7, Part VII -
- note 8, Part VIII
- note 9, Part
- VIII
- notel0, Part VII
- note 3, Part VIII
- note 6, Part vi
- note 7, Part VIII
- note 8, Part VII
- Trust # 1 (see note 1, Part VIII)
- American Bar Association
- New York Intellectual Property Law Association
- Enterprise Bank, Lowell, MA (director's fees)
- Raytheon Company (employment)
As filed
Same — Int/Div
Same — Int/Div
Absolute Strategies Fund Int'l — None — Buy
Apache Corp. common — Int/Div
Same — Int/Div — Buy
Avery Dennison common — Int/Div — Sell
Same — Int/Div
Bank of America common — Int/Div — Sell
Bank of America common — Sell
Bank of America; various deposit accounts — Interest
BP PLC sponsored ADR — Int/Div
Cintas Corp. common — Int/Div — Sell
Cisco Systems, Inc. common — None
Constellation Brands Cl A — None
Same — None — note 2, Part VIII
CVS Corp. common — Int/Div — note 3, Part VII
Same — Int/Div — Sell
Same — Int/Div
Dentsply Int common — Int/Div
Dreyfus Inst Cash Adv Fund — Interest
Same — Interest
Dreyfus Tax Exempt Cash Mgmt — Interest
Enterprise Bank & Trust Co. common — Int/Div
Same — Int/Div — Fee
Equitable Resources, Inc. common — Int/Div
Equity Residential SBI — Int/Div
Same — Int/Div
Same — Int/Div
Expeditors Int'l of Washington com — Int/Div — Buy
Exxon Mobil common — Int/Div
First Data Corp. common — Int/Div — note 4, Part VIII
Fiserv Inc. common — None
Fortune Brands common — Int/Div
Same — Int/Div
Same — Int/Div
General Electric Co. common — Int/Div
Same — Int/Div
Harbor Small Cap Value Fund — None — Sell
Same — None — Sell
Home Depot, Inc. common — Int/Div — Sell
IBM common — Int/Div
1Shares Lehman 7-10 yr. Treas. Bond Fund — Int/Div
iShares Lehman 1-3 yr Treas. Bond Fund — Int/Div — Buy
iShares Nasdaq Biotech Fund — None
Same — None
iShares Russell 2000 Value Index Fund — Int/Div
iShares TIPS Fund — Int/Div
John Hancock Financial Services common — note 5, Part VIII
Johnson & Johnson common — Int/Div
Same — Int/Div
Same — Int/Div
Julius Baer Int'l Equity II Cl — Int/Div — Buy
Kinetics Small Cap Oppties Inst'l — Int/Div — Buy
Same — Int/Div — Buy
Manulife Financial com — Int/Div — line 46
Marshall Prime Money Market Fund — Interest
Same — Interest
MA St Const Ln Series B 5.0% due 6/1/07 — Interest
MA St. Health & Educ. 4.2%, due 10/01/2009 — Interest
Ma St. Wir Poll Abatement 4.2% due 8/01/2010 — Interest
Medtronic Inc. common — Int/Div — Sell
Microsoft common — Int/Div
Same — Int/Div
Novartis AG Spnsrd ADR — Int/Div
Qakmark Int Fund Cl — Int/Div
Same — Int/Div
Same — None — Buy
Peabody Energy Corp. common — Int/Div — Buy
Pepsicocommon — Int/Div
Praxair, Inc. common — Int/Div
Same — Int/Div
Procter & Gamble Co. common — Int/Div
Same — Int/Div
ProLogis SBI — Int/Div
Same — Int/Div
Raytheon common — Int/Div — Vest — note 6, Part VIII
Raytheon options — note 7, Part VII -
Raytheon Savings and Investment Plan: — Int/Div — note 8, Part VIII
Raytheon Stock Fund
Real Estate Securities Fund
BGI US Debt I ndex Fund
PIMCO Total Retum Inst
Fidelity Inst Money Mkt
Regency Centers Corp. common — Int/Div
Royal Dutch Petroleum Co. NY reg shrs — Int/Div
Simon Property Group common — Int/Div
Same — Int/Div — note 9, Part
Same — Int/Div
State Street Corp. common — Int/Div
Stericycle, Inc. common — None
Same — None
Symantec Corp. common — None — Sell
Templeton Global Bond Fund — Int/Div — Buy
Same — Int/Div — Buy
Same — Int/Div — Buy
Teva Pharmaceuticals — Int/Div — notel0, Part VII
Town of Carlisle MA Bond 5.00% due 6/15/08 — Interest
Verizon Communications common — Int/Div — Sell
Vodafone Group PLC common — Int/Div — Sell
Same — Int/Div — Sell
WellsFargo & Co. common — Int/Div
Same — Int/Div — Sell
Same — Int/Div
Absolute Strategies Fund Int'l — None — Buy
Apache Corp. common — Int/Div
Same — Int/Div — Buy
Avery Dennison common — Int/Div — Sell
Same — Int/Div
Bank of America common — Int/Div — Sell
Bank of America common — Sell
Bank of America; various deposit accounts — Interest
BP PLC sponsored ADR — Int/Div
Cintas Corp. common — Int/Div — Sell
Cisco Systems, Inc. common — None
Constellation Brands Cl A — None
Same — None — note 2, Part VIII
CVS Corp. common — Int/Div — note 3, Part VIII
Same — Int/Div — Sell
Same — Int/Div
Dentsply Int common — Int/Div
Dreyfus Inst Cash Adv Fund — Interest
Same — Interest
Dreyfus Tax Exempt Cash Mgmt — Interest
Enterprise Bank & Trust Co. common — Int/Div
Same — Int/Div — Fee
Equitable Resources, Inc. common — Int/Div
Equity Residential SBI — Int/Div
Same — Int/Div
Same — Int/Div
Expeditors Int'l of Washington com — Int/Div — Buy
Exxon Mobil common — Int/Div
First Data Corp. common — Int/Div — note 4, Part VIII
Fiserv Inc. common — None
Fortune Brands common — Int/Div
Same — Int/Div
Same — Int/Div
General Electric Co. common — Int/Div
Same — Int/Div
Harbor Small Cap Value Fund — None — Sell
Same — None — Sell
Home Depot, Inc. common — Int/Div — Sell
IBM common — Int/Div
iShares Lehman 7-10 yr. Treas. Bond Fund — Int/Div
iShares Lehman 1-3 yr Treas. Bond Fund — Int/Div — Buy
iShares Nasdaq Biotech Fund — None
Same — None
iShares Russell 2000 Value Index Fund — Int/Div
iShares TIPS Fund — Int/Div
John Hancock Financial Services common — note 5, Part VIII
Johnson & Johnson common — Int/Div
Julius Baer Int'l Equity 11 Cl] — Int/Div — Buy
Kinetics Small Cap Oppties Inst'l — Int/Div — Buy
Same — Int/Div — Buy
Manulife Financial com — Int/Div — line 46
Marshall Prime Money Market Fund — Interest
Same — Interest
MA St Const Ln Series B 5.0% due 6/1/07 — Interest
MA St. Health & Educ. 4.2%, due 10/01/2009 — Interest
Ma St. Wtr Poll Abatement 4.2% due 8/01/2010 — Interest
Medtronic Inc. common — Int/Div — Sell
Microsoft common — Int/Div
Same — Int/Div
Novartis AG Spnsrd ADR — Int/Div
Oakmark Int Fund Cl — Int/Div
Same — Int/Div
Same — None — Buy
Peabody Energy Corp. common — Int/Div — Buy
Pepsico common — Int/Div
Praxair, Inc. common — Int/Div
Same — Int/Div
Procter & Gamble Co. common — Int/Div
Same — Int/Div
ProLogis SBI — Int/Div
Same — Int/Div
Raytheon common — Int/Div — Vest — note 6, Part vi
Raytheon options — note 7, Part VIII
Raytheon Savings and Investment Plan: — Int/Div — note 8, Part VII
Raytheon Stock Fund
Real Estate Securities Fund
BGI US Debt I ndex Fund
PIMCO Total Return Inst
Fidelity Inst Money Mkt
Regency Centers Corp. common — Int/Div
Royal Dutch Petroleum Co. NY reg shrs — Int/Div
Simon Property Group common — Int/Div
Same — Int/Div — note 9, Part
Same — Int/Div
State Street Corp. common — Int/Div
Stericycle, Inc. common — None
Same — None
Symantec Corp. common — None — Sell
Teva Pharmaceuticals — Int/Div — notel0, Part VII
Town of Carlisle MA Bond 5.00% due 6/15/08 — Interest
Verizon Communications common — Int/Div — Sell
Vodafone Group PLC common — Int/Div — Sell
Same — Int/Div — Sell
Wells Fargo & Co. common — Int/Div
Same — Int/Div — Sell
Same — Int/Div
Zimmer Holdings, Inc. common — None
Trustee, Trust # 1 (see note 1, Part VIII)
Reimbursement — American Bar Association — Transportation, lodging and meals; Seminar on White Collar Crime, March 1-4, 2006, San Francisco. California
Reimbursement — New York Intellectual Property Law Association — Transportation, lodging and meals; Annual Dinner in Honor of Federal Judiciary, March 24-25. 2006, New York, New York
Spouse's income — 2006 — Enterprise Bank, Lowell, MA (director's fees)
Spouse's income — 2006 — Raytheon Company (employment)
1. All of the assets held in the trust identified in Part I are individually listed in Part VII, although they are not individually identified to the trust
2. Part VII, lines 12-13: Two separate IRA accounts hold Constellation Brands common stock. The report for calendar year 2003, dated May 14, 2004, reported
these two accounts. Through inadvertence, the reports for calendar years 2004 and 2005 listed this stock only once, although it continued to be held in the two
accounts. The omission is corrected in this report. The values for the omitted years are the same as the values reported for 2006
3. Part VII, line 14: The value of this asset was erroneously reported last year as "K" as of the end of 2005. It should have been reported as "J"
4. Part VII, line 29: On September 29, 2006 First Data Corp. spun off shares of Western Union common stock to First Data shareholders. The Western Union
shares were sold immediately. This one-time event resulted in dividend income higher than would otherwise be the case for First Data
5S. Part VII, line 46: John Hancock was merged into Manulife Financial Corp. on April 4, 2004. The asset has been listed in the reports for 2004 and 2005 under
"John Hancock." This report corrects that error. The asset is reported at Part VII, line 53
6. Part VII, line 74: A restricted stock award earned by SEEN as employment compensation vested on June 23, 2006
7. Part VII, line 75: GE held vested, unexeercised options in Raytheon stock as of the end of both 2005 and 2006 that had a value (market value minus
exercise price) of "M." The options were inadvertently omitted from last year's report. Because the options were unexercised, no dividends were received
8. Part VII, line 76: In connection with her employment, EE articipates in a the Raytheon Savings and Investment Plan, a defined contribution plan. This
asset was inadvertently omitted from prior reports. The asset and income values for 2006 are reported at Part VII, line 76.At December 31, 2005, the asset value
was also "L," and the income value was "B."
9. PArt VII, line 85: The value code for this asset was erroneously given as "L" as of the end of 2005. It should have been listed as "K". The value range remains
the same this year.
-
10. Part VII, line 91: This asset was inadvertently omitted from the last two reports. Research for the preparation of this report disclosed that the asset was acquired
April 30, 2004, at a value of "J." It had a value within that range both at the end of 2004 and the end of 2005, as well as the end of 2006 as reported i in Part VII of
this report. For each of the three years it also paid dividends within the income range "A."
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.