Ask Donna

Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 3

    income

  • 2

    spouse income

Named parties

  • 3 = 25 o in _—_— tn I> " Bed
  • George Mason University Law & Economic Center
  • Mercer University School of Law
  • West Services, Inc. (Book royalties)
  • First Presbyterian Day School - Math Teacher
  • Covenant Academy - Math Teacher

As filed

Northwestern Mutual Life — None

SunTrust Retirement Reserve Fund — Int/Div

Isis Pharmaceuticals — None — Sold

Coming, Inc — None — Sold

Sandisk Corp — None — Sold

Dodge & Cox Intemational Stock Fund — Int/Div — Sold

Dodge & Cox ‘Stock Fund — Int/Div — Sold

MetaMorphix, Inc — None

Polywad, Inc — None

SunTrust Account #3 — Interest

SunTrust Account #4 — Interest

SunTrust Account #7 — Interest

SunTrust Account #9 — None

Edward Jones Money Market Fund — Int/Div

Medtronic — Int/Div — Sold

Bruce Fund, Inc — Int/Div — Sold

Vanguard Whitehall FDS — None — Sold

Estate #1 — None

IShares, Inc. - MSCI Brazil — Int/Div

American Balanced Fund — None

Capital Income Builder Fund — None

Capital World Growth & Income Fund — None

Fundamental Investors Fund — None

Growth Fund of America — None

Income Fund of America — None

Investment Company of America Fund — None

New Perspective Fund — None

New World Fund — None

Seaspan Corp — None — Buy

Alcon, Inc — None — Buy

Atlas Energy Resources — None — Buy

Berkshire Hathaway Inc — None — Buy

Berkshire Hathaway Inc — None — Sold

Berkshire Hathaway Inc — None — Buy

3 = 25 o in _—_— tn I> " Bed

Reimbursement — George Mason University Law & Economic Center — July 10-13, 2007 — Sedona, Arizona — Educational seminar — lodging, meals and transportation

Income — Spring '08 — Mercer University School of Law — $2,000.00

Income — Qrt, 2008 — West Services, Inc. (Book royalties) — $2,393.79

Income — Fall '08 — Mercer University School of Law — $2,000.00

Spouse's income — 2008 — First Presbyterian Day School - Math Teacher

Spouse's income — 2008 — Covenant Academy - Math Teacher

VII INVESTMENTS and TRUSTS — income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

[] NONE (No reportable income, assets, or transactions.)

A

B

C

D

Description of Assets

Income during

Gross value at end of

Transactions during reporting period

(including trust assets)

reporting period

reporting period

a)

@

m

@

(0)

@

3)

@

©)

Place "(X)" after each asset

Amount

Type (e.g.

Value

Value

Type (e-g.,

Date

Value

Gain

Identity of

Code 1

div., rent

Code 2

Method

buy, sell

Month -

Code 2 | Code |

buyer/seller

exempt from prior disclosure

(A-H)

orint.)

3-p)

Code 3

redemption)

Day

3-P)

A-H)

(if private

Q-w)

transaction)

[VSS FE SUVS ESCUUINUNIIUE, UUSUICUOSUUUS I —— —

Et He it I

Ec i

Exelixis Inc

El

i eI i

Ee a ch

40.

[Shares Inc MSCI Sweden

None

Buy

12/31

41

Mead West Na Co Corp

|

| None

J T | Buy | == | a

|

|

42

Penn West Energy

A

Dividend

SN

2 | J |

|

|

Renesola LTD

|

|

| None | J | T | Buy |

| J |

|

|

| 44. Rexahn Pharmaceuticals

|

Balt EE EE

2 | J |

|

|

45

San Juan Basin Royalty Trust

A

Dividend

“7 Buy |

‘|

|

|

46

TICC Capital Corp

None

J

T

Buy

12/23

J

1. Income Gain Codes:

=$1,000 or less

B =$1,001 - $2,500

=$2,501 - $5,000

$5,00) - $15,000

=$15,00!

$50,000

(See Columns B1 and D4)

=$50,001 - $100,000

G =$100,001 - $1,000,000

HI =§1,000,001 - $5,000,000

H2 =More than $5,000,000

2. Value Codes

J =$15,000 or less

=$15,00 - $50,000

=$50,001 - $100,000

=$100,001 - $250,000

=$250,001 - $500,000

$500,001 - $1,000,000

P1=$1,000,001 - $5,000,000

(See Columns C) and D3)

P2=$5,000,001 - $25,000,000

P3 =$25,000,001

$50,000,000

P4 =More than $50,000,000

3. Value Method Codes

Q =Appraisal

=Cost (Real Estate Only)

S =Assessment

=Cash Market

(See Column C2)

=Book Value

V =Other

W =Estimated

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.