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Pull out the substance of this filing.

What was filed

  • 185

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • William & Alice Mortensen Foundation
  • State of Connecticut Pension

As filed

MS — Int/Div

RMA Tax Free Money Market — Int/Div

Bk of New England CH. 7 Bankruptcy (8/23/2004) — None

HP — Int/Div

SWK — Int/Div

MCD — Int/Div

PEP — Int/Div

UBS IRA MMF — Int/Div

UBS Bank Deposit IRA — Int/Div

Real Estate, Bidderford, ME (1/2 Interest) — Rent

Real Estate, Farmington CT — Rent

Schwab Brokerage #1

T — Int/Div

AAPL — None — Buy

AAPL — Int/Div — Sold

APOL — None — Sold

Schwab Money Market (MMF) — Int/Div

CATO — Int/Div — Buy

CATO — Int/Div — Sold

CATO — Int/Div — Buy

CATO — Int/Div — Sold

CATO — Int/Div — Sold

CATO — Int/Div — Sold

EP+C — Int/Div — Sold

EP+C — Int/Div — Sold

GOOG — None

HPQ — Int/Div

HPQ — Int/Div — Buy

HPQ — Int/Div — Sold

JDSU — None — Sold

IJNPR — None — Sold

IJNPR — Int/Div — Sold

KFT — Int/Div

KFT — Int/Div — Sold

KFT — Int/Div — Buy

MS — Int/Div — Sold

NTAP — None — Sold

NTRS — Int/Div — Sold

NTRS — Int/Div — Buy

NVT — Int/Div

PG — Int/Div

PM — Int/Div

PTV — Int/Div

PTV — Int/Div — Sold (part)

RIMM — None — "Sold

SCHW — Int/Div

SCHW — Int/Div — Sold

T™MO — Int/Div — Sold

T™MO — Int/Div — Sold

T™MO — Int/Div — Buy

vz oo — Int/Div

vz oo — Int/Div — Sold

YUM — Int/Div

XMSR — None — Sold

Julius Bacr Intl — Int/Div — Sold

Julius Bacr Intl — Int/Div — Sold

MA 5.625% ST Port Rev — Interest

MA 5.5% Pt Auth Rev — Interest

XLP — Int/Div

VFH — Int/Div

YUM — Int/Div

TRV — Int/Div

TRV — Int/Div — Sold

NKE — Int/Div

CT State Gen Rev 4% — Interest

Stamford CT GO 4% — Interest

VTI BN — Int/Div

VHT — Int/Div

VHT — Int/Div — Sold

VHT — Int/Div — Buy (add'l)

VHT — Int/Div — Buy

VHT — Int/Div — Buy

VHT — Int/Div — Buy

IwWB — Int/Div — Buy

IwWB — Int/Div — Buy

IwWB — Int/Div — Buy

IwWB — Int/Div — Buy

IwWB — Int/Div — Buy

IwWB — Int/Div — Buy

SCHV — Int/Div — Buy

SCHV — Int/Div — Buy

SCHV — Int/Div — Buy

SCHV — Int/Div — Buy

SCHV — Int/Div — Buy

SCHV — Int/Div — Buy

SCHV — Int/Div — Buy

Schwab Brokerage #2

Schwab MMF — Int/Div

Schwab MMF — Int/Div — Buy

Schwab MMF — Int/Div — Sold

Schwab MMF — Int/Div — Buy

Schwab MMF — Int/Div — Buy

Schwab MMF — Int/Div — Buy

BSBR — Int/Div — Buy

SZEVY — None — Sold

EJPRY — None — Sold

ABX — None

ABX — Int/Div — Buy

CHKP BN — None — Sold

CHKP BN — None — Sold

BAESY — None

BEIP — None — Buy

BZLFY — Int/Div

BZLFY — Int/Div — Buy

BZLFY — Int/Div — Buy

CYOU — Int/Div — Buy

CYOU — None — Buy

CEO — None

CEO — Int/Div — Buy

DBOEY — Int/Div — Buy

DBOEY — Int/Div — Buy

EXPGY — Int/Div

FMS — Int/Div

GVDNY — Int/Div — Buy

GVDNY — Int/Div — Buy

JUPIY — None — Buy

KDDIY — None — Buy

KCRPY — None — Buy

MTNOY — None — Buy

NSRQY — Int/Div — Buy

NTDOY — None

NBHGY — None — Buy

NBHGY — Int/Div — Buy

NVO — None

NVO — Int/Div — Buy

PUBGY — Int/Div — Buy

PUBGY — Int/Div — Buy

RHHBY — Int/Div

RHHBY — None — Buy

SGPYY — Int/Div — Buy

SVNDY — Int/Div — Buy

SGSOY — Int/Div — Buy

SI — Int/Div

SI — Int/Div — Buy

SI — Int/Div — Buy

SCGLY — Int/Div — Buy

SDXAY — Int/Div — Buy

SDXAY — Int/Div — Buy

SUHJY — Int/Div — Buy

SWBDY — Int/Div — Buy

SWBDY — Int/Div — Buy

TSCDY - — Int/Div

TNTTY — Int/Div — Buy

TNTTY — Int/Div — Buy

TNTTY — None — Buy

UN - — None

OUVEY BN oo — Int/Div

OUVEY BN oo — Int/Div — Buy

WSH — None

WSH — None — Sold

TEVA — None — Sold

RDY oo — None — Sold

RDY oo — Int/Div — Sold

RDY oo — Int/Div — Sold

RDY oo — None — Sold

CEDC — Int/Div — Sod

OCPNY — Int/Div — Sold

BZLFY — Int/Div — Sold

LTTOY — Int/Div — Sold

LTTOY — Int/Div — Sold

LTTOY — Int/Div — Sold

LTTOY — Int/Div — Sold

SWCEY — Int/Div — Sold

SWCEY — Int/Div — Sold

Schwab Brokerage #5 — with line 14)

Schwab MMF — Int/Div — with line 19)

CT GO 3.5% — Interest

Pinal County AZ 5% — Interest

NY City 5.25% GO — Interest

Louisiana ST Comrec 5% — Interest

CT St5% GO — Interest

Midland TX 5% GO — Interest

Vemon CT 4% GO — Interest

Citizens PPry Fl Rev 5% — Interest

Reagan Cty TX 4% GO — Interest

Utah Wir Auth Rev 5% — Interest

Magnolia TX 5% GO — Interest

NY State Dorm 5% — Interest

Nornhside TX 3.5%G0O — Interest

Mass. State Health 5% — Interest

CA State Econ 5% — Interest — Buy

San Fran CA Rev 4% — Intercst — Buy

Tarrant County TX 5.75% — Interest — Buy

UCONNGO 5% — Interest — Buy

Glastonbury 4.5% — Interest — Buy

Director, William & Alice Mortensen Foundation

Reimbursement — oT TTT ff Ress = REET TEA T TAC Set

Income — 12/31/2009 — State of Connecticut Pension — $111,597.00

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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