George A. O'Toole jr

2006

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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

  • 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.

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