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Pull out the substance of this filing.

What was filed

  • 118

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Part VIII #3
  • Part VIII #4
  • Pennsylvania Bar Insurance Fund & Trust - See Part VIII - #1
  • Goggle Works - salary

As filed

US Allianz Alterity annuity — None

National Penn Bancshares, Inc. - common st ock — Int/Div — to line 140) — Part VIII #3

Sovereign Bancorp Inc. - common stock — Int/Div

Brokerage Account #1

Western Asset Municipal Money Market Fund Class A — Interest — to line 6) — Part VIII #4

Citibank NA Bank Deposit Program — Interest — from line 5) — Part VIII #4

Citicorp Trust Bank, FSB — Interest — from line 5) — Part VIII #4

Citibank NA South Dakota Bank Deposit P rogram — Interest — from line 5) — Part VIII #4

Bethlehem Center School District PA - m unicipal bonds — None — Redeemed

Oley Valley PA School District - municip al bond — None

IRA -account #1A — Int/Div

Citibank, NA South Dakota Bank Deposit Program — Interest

Apache Corp - common stock — Int/Div

Conocophillips - common stock — Int/Div

Drill-Quip Inc - common stock — Int/Div

Exxon Mobil Corp - common stock — Int/Div

Johnson & Johnson - common stock — Int/Div

Kraft Foods Inc Cl A — Int/Div

Morgan Stanley - common stock — Int/Div — Sold

Discover Financial Svcs - common stock — Int/Div — Sold

Sovereign Bancorp Inc - common stock — Int/Div

Tyco International LTD New - common s tock — Int/Div

Wachovia Corp 2nd New Com - common stock — Int/Div

Pepsico Inc. NC - common stock — Int/Div

Huaneng Power Intl SP ADR - common s tock — Int/Div

Covidien Ltd - common stock — Int/Div — Buy

Tyco Electronics Ltd - common stock — Int/Div — Buy

Philip Morris Intl Inc - common stock — Int/Div — Buy

Altna Group Inc - common stock — Int/Div

IRA -account #2A — Int/Div

Citibank, NA Dakota Bank Deposit Fund — Interest

Apache Corp - common stock — Int/Div

Conocophillips - common stock — Int/Div

Drill-Quip Inc - common stock — Int/Div

Johnson & Johnson - common stock — Int/Div

Kraft Foods Inc Cl A — Int/Div

Morgan Stanley - common stock — Int/Div — Sold

Discover Financial Svcs - common stock — Int/Div — Sold

Sovereign Bancorp Inc - common stock — Int/Div

Tyco International Ltd New - common stoc k — Int/Div

Wachovia Corp 2nd New Com - common stock — Int/Div

Huaneng Power Intl SP ADR - common s tock — Int/Div

Pepsico Inc. NC - common stock — Int/Div

Altria Group Inc. - common stock — Int/Div

Covidien Ltd - common stock — Int/Div — Buy

Tyco Electronics Ltd - common stock — Int/Div — Buy

Philip Morris Intl Inc - common stock — Int/Div — Buy

Inherited IRA - account #3 — Int/Div

Schwab Money Market Fund — Interest

Ford Cap Trust Il Conv Pfd - preferred sto ck — Int/Div — Sold

Bank of America Corp - common stock — Int/Div — Sold

General Electric - common stock — Int/Div — Buy (add'l)

QGeneral Electric - common stock — Int/Div — Buy

Biloxi Marsh Lands Corp - common stock — Int/Div — Sold

Biloxi Marsh Lands Corp - common stock — Int/Div — Sold

Chevron Corp - common stock — Int/Div — Sold

Chevron Corp - common stock — Int/Div — Sold

Conocophillips - common stock — Int/Div — Sold

Concophillips - common stock — Int/Div

Oil States Intl - common stock — Int/Div — Sold

Johnson and Johnson - common stock — Int/Div

Donegal Group Inc C1 A - common stock — Int/Div — Sold

Allstate Corporation - common stock — Int/Div — Sold

A T&T Inc. - common stock — Int/Div

A T&T Inc. - common stock — Int/Div

Coventry Health Care Inc. - common stock — Int/Div — Buy (add'l)

Coventry Health Care Inc. - common stock — Int/Div — Sold

Coventry Health Care Inc. - common stock — Int/Div — Sold

Allegheny Technologies Inc - common sto ck — Int/Div — Sold

Allegheny Technologies Inc - common sto ck — Int/Div — Buy (add'l)

Allegheny Technologies Inc - common sto ck — Int/Div — Sold

Allegheny Technologies Inc - common sto ck — Int/Div — Buy (add'l)

Allegheny Technologies Inc - common sto ck — Int/Div — Sold

Allegheny Technologies Inc - common sto ck — Int/Div — Buy

Allegheny Technologies Inc - common sto ck — Int/Div — Sold

American Intl Group - common stock — Int/Div — Buy (add'l)

American Intl Group - common stock — Int/Div — Sold

Amgen - common stock — Int/Div — Sold

FedEx Corporation - common stock — Int/Div — Sold

Glaxosmithkline PLC ADR - common sto ck — Int/Div — Sold

Harris Corp - common stock — Int/Div — Sold

Harris Corp - common stock — Int/Div

Hewlett-Packard Co - common stock — Int/Div — Buy (add'l)

Hewlett-Packard Co - common stock — Int/Div — Sold (part)

Hewlett-Packard Co - common stock — Int/Div — Sold

JC Penney - common stock — Int/Div — Buy (add'l)

J C Penney - common stock — Int/Div — Sold

J P Morgan Chase & Co - common stock — Int/Div

J P Morgan Chase & Co - common stock — Int/Div

Seagate Technology - common stock — Int/Div — Buy (add'l)

Seagate Technology - common stock — Int/Div — Sold

Terex Corp - common stock — Int/Div — Buy (add'l)

Terex Corp - common stock — Int/Div — Sold

Terex Corp - common stock — Int/Div — Buy (add'l)

Terex Corp - common stock — Int/Div — Buy

Terex Corp - common stock — Int/Div — Sold

Alliance Data Systems Corp - common sto ck — Int/Div — Buy

Alliance Data Systems Corp - common sto ck — Int/Div — Sold

Altria Group Inc - common stock — Int/Div — Buy

Coming Inc - common stock — Int/Div — Buy

Coming Inc - common stock — Int/Div — Sold

Dawson Geophysical Co - common stock — Int/Div — Buy

Goodrich Corp - common stock — Int/Div — Buy

Goodrich Corp - common stock — Int/Div — Sold

McDonalds Corp - common stock — Int/Div — Buy

McDonalds Corp - common stock — Int/Div — Sold

Petroleo Brasileiro SA ADR - common sto ck — Int/Div — Buy

Petroleo Brasileiro SA ADR - common sto ck — Int/Div — Sold

Petroleo Brasileiro SA ADR - common sto ck — Int/Div — Buy

Petroleo Brasileiro SA ADR - common sto ck — Int/Div — Sold

Petroleo Brasileiro SA ADR - common sto ck — Int/Div — Buy

Petroleo Brasileiro SA ADR - common sto ck — Int/Div — Sold

Petroleo Brasileiro SA ADR - common sto ck — Int/Div — Buy

Verizon Communications - common stock — Int/Div — Buy

National Penn Bank - account — Interest

Sovereign Bank - account — Interest

AXA Equitable - whole life policy — Int/Div

AXA Equitable - whole life policy — Int/Div

Trustee, Pennsylvania Bar Insurance Fund & Trust - See Part VIII - #1

Agreement — 2008 — Masano Bradley, LLP - purchase agreement of law firm interest. It is a five (5) year contract. See Part VIII - #

Spouse's income — 2008 — Goggle Works - salary

1). Part], Page I, Line #1 - Uncompensated to serve as one of several Trustees of a Trust Fund of the Pennsylvania Bar Association to promote education and

charitable purposes associated with the legal profession and the administration of justice, with particular reference to the promotion of such purposes in the

Commonwealth of Pennsylvania.

2). Part II, Page 1, Line #1 - The Agreement provides for monthly payments of $11,777.35 over the remaining term of the Agreement. The Agreement will

terminate on July 1, 2011.

3). Part VII, Page 4, Line #2 and Page #12, Line #140 - A partial transfer of some of the shares held in certificate form for National Penn Bancshares, Inc. listed on

this line were transferred to Brokerage Account #2 and are now listed on Line #140.

4). Part VII, Page 1, Lines #5, 6, 7, and 8 - The cash held in said Municipal Money Market Fund listed on Line #5 was divided and transferred into three (3)

different funds which are listed on Lines #6, #7, and #8 of said schedule.

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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