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Pull out the substance of this filing.

What was filed

  • 211

    investments

  • 8

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Section VIII #o
  • Section VIII #9
  • Section VIII #10
  • in 11/18/05
  • out 11/18/05
  • out
  • 11/18/05
  • out 3/1/05
  • Part VIII - #11
  • 2/24/05
  • conversion
  • Part VIII - #12
  • 2/5/05
  • 2/3/05
  • 3/9/05
  • 4/4/05
  • 4/15/05
  • 4/20/05
  • 6/22/05
  • 7/15/05
  • 8/16/05
  • 10/20/05
  • 10/26/05
  • Part VIII - #13
  • Part VIII - #14
  • Part VIII - #15
  • Bradley
  • Part VIII #16
  • Part VIII - #17
  • Golden Masano Bradley - See Part VIII - #1
  • National Penn Bank - See Part VIII - #2
  • Trust #1 - See Part VIII - #16
  • Pennsylvania Supreme Count Continuing Legal Education Committee - See Part VII - #3
  • Pennsylvania for Modem Courts - See Part VIII - #4
  • Pennsylvania Bar Insurance Fund & Trust - See Part VIII - #5
  • — ~ Lawyers Concerned for Lawyers, Inc. - See Part Vit - #6 2 Afra ou
  • oN oo Lah dl 5) = fi Trust #2 - See Part VIII - #7 = = Il I tn =< ~
  • USI Colbum
  • Masano Bradley, former law firm
  • Pennsylvania Bar Association
  • Berks County Bar Association
  • PA Supreme Court Continuing Legal Education Board
  • Supreme Court Continuing Legal Education Board
  • National Penn Bank - advisory board fees
  • Clock in honor of service to Board

As filed

US Allianz Alterity annuity — None — Exempt

National Penn Bancshares, Inc. - common stock — Int/Div

Sovereign Bancorp Inc. - common stock — Int/Div

Brokerage Account #1 — out — Section VIII #o

Liquid Asset Fund — None — out

Erie PA - municipal bonds — None — out

Bethlehem Center School District PA municipal bonds — None — out

Oley Valley PA School District municipal bond — None — out

Brokerage Account #2 — in — Section VIII #9

Municipal Money Market FD CL A — Interest — in

Erie PA - municipal bonds — None — in

Bethlehem Center School District PA ‘municipal bonds — None — in

Oley Valley PA School District municipal bond — None — in

401(K) account - #1 — None — Section VIII #10

Russell Life Bal Str (D) Sep Account — None — in — in 11/18/05

Principal Money Mkt Sep Acct — Interest — out — out 11/18/05

Principal Bond and Mortgage Sep Acct — Interest — out — out

Prin Ptr Lg-Cap Value Sep Acct — Int/Div — out — out 11/18/05

Prin Ptr Md-Cap Gr II Sep Acct — Int/Div — out — out 11/18/05

Prin Sm Cap Stk Idx Sep Acct — None — out — out 11/18/05

Prin Ptr Lg-Cap Growth I Sep Acct — Int/Div — out — out 11/18/05

Prin Ptr Intemational Sep Acct — Int/Div — out — out 11/18/05

Principal Sm Co Blend Sep Acct — Int/Div — out — out 3/1/05

Principal Financial Group, Inc. - stock — Int/Div — out — out 11/18/05

Fid Adv Mid Cap Sep Acct — Int/Div — out — out 11/18/05

Amer Cent Ultra (Adv) Sep Acct — Int/Div — out — out 3/1/05

IRA - account #1! — Int/Div — out — Part VIII - #11

Liquid Asset Fund — Interest — out

Altna Group Inc - common stock — Int/Div — out

Apache Corp - common stock — Int/Div — out

Conocophillips - common stock — Int/Div — out

Drill-Quip Inc - common stock — Int/Div — out

Exxon Mobil Corp - common stock — Int/Div — out

Guidant Corp - common stock — Int/Div — Sell

Johnson & Johnson - common stock — Int/Div — out

Kraft Foods Inc Cl A — Int/Div — out

Lucent Technologies - common stock — Int/Div — out

Morgan Stanley - common stock — Int/Div — out

Sovereign Bancorp Inc - common stock — Int/Div — out

Tyco International LTD New - common stock — Int/Div — out

AXA ADS - common stock — Int/Div — Sell — 2/24/05

St. Joe Company - common stock — Int/Div — Buy-transfer

Boston Scientific Corp. - common stock — Int/Div — Buy-Tranfer

Pepsico Inc. NC - common stock — Int/Div — Buy-Transfer

IRA -account #1A — Int/Div — in — Part VIII - #11

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

Apache Corp - common stock — Int/Div — in

Arrow Intl Inc - common stock — Int/Div — in

Conocophillips - common stock — Int/Div — in

Drill-Quip Inc - common stock — Int/Div — in

Exxon Mobil Corp - common stock — Int/Div — in

Johnson & Johnson - common stock — Int/Div — in

Kraft Foods Inc Cl A — Int/Div — in

Alcatel-Lucent ADR - Lucent Technologies - common stock — Int/Div — in — conversion

Morgan Stanley - common stock — Int/Div — in

Sovereign Bancorp Inc - common stock — Int/Div — in

Tyco Intemational LTD New - common stock — Int/Div — in

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

St, Joe Company - common stock — Int/Div — in

Boston Scientific Corp. - common stock — Int/Div — in

Pepsico Inc. NC - common stock — Int/Div — in

IRA - account #2 — Int/Div — out — Part VIII - #12

Liquid Asset Fund — Interest — out

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

Apache Corp - common stock — Int/Div — out

Arrow Intl Inc - common stock — Int/Div — out

Conocophillips - common stock — Int/Div — out

Drill-Quip Inc - common stock — Int/Div — out

Guidant Corp - common stock — Int/Div — Sell

Johnson & Johnson - common stock — Int/Div — out

Kraft Foods Inc Cl A — Int/Div — out

Lucent Technologies - common stock — Int/Div — out

Morgan Stanley - common stock — Int/Div — out

Sovereign Bancorp Inc - common stock — Int/Div — out

Tyco International Ltd New - common stock — Int/Div — out

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

AXA ADS - common stock — Int/Div — Sell — 2/5/05

Cox Radio Inc. CL-A — Int/Div — Sell — 2/24/05

St. Joe Company - common stock — Int/Div — Buy-Transfer

Boston Scientific Corp. - common stock — Int/Div — Buy-Transfer

Pepsico Inc. NC - common stock — Int/Div — Buy-Transfer

IRA - account #2A — Int/Div — in — Part VIII - #12

Bank Deposit Fund — Interest — in

Altna Group Inc - common stock — Int/Div — in

Apache Corp - common stock — Int/Div — in

Arrow Intl Inc - common stock — Int/Div — in

Conocophillips - common stock — Int/Div — in

Drill-Quip Inc - common stock — Int/Div — in

Johnson & Johnson - common stock — Int/Div — in

Kraft Foods Inc Cl A — Int/Div — in

Alcatel-Lucent ADR - Lucent Technologies ~ common stock — Int/Div — in — conversion

Morgan Stanley - common stock — Int/Div — in

Sovereign Bancorp Inc - common stock — Int/Div — in

Tyco International Ltd New - common stock — Int/Div — in

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

Boston Scientific Corp. - common stock — Int/Div — in

Pepsico Inc. NC - common stock — Int/Div — in

Inherited IRA - account #3 — Int/Div

Schwab Money Market Fund — Interest

Baxter Intl CV Pfd 7% - preferred stock — Int/Div — Sale

Ford Cap Trust I Conv Pfd - preferred stock — Int/Div

Travelers Property CV PFD 4.5% preferred stock — Int/Div

Argon St Inc - common stock — Int/Div — sell

Allied Capital Corporation - common stock — Int/Div

Amsouth Bancorp - common stock — Int/Div — sell

Bank of America Corp - common stock — Int/Div

Key Corp - common stock — Int/Div — Sale

National City Corp - common stock — Int/Div

Washington Mutual - common stock — Int/Div — Sell

Waste Management Inc - common stock — Int/Div — Sell

General Electric - common stock — Int/Div

Black & Decker Corp - common stock — Int/Div — Sale

Coast Distribution Services - common stock — Int/Div

Chromcraft Revington Inc - common stock — Int/Div — Sell

Fortune Brands Inc - common stock — Int/Div — Sale

Centex Corp - common stock — Int/Div — Sell

KB Home - common stock — Int/Div

MDC Holdings Inc - common stock — Int/Div — Sell

Standard Pacific Corp - common stock — Int/Div — Sell

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

Chevron Corp - common stock — Int/Div

Conocophillips - common stock — Int/Div

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

Devon Energy Corp - common stock — Int/Div — Sale

Oil States Intl - common stock — Int/Div

Johnson and Johnson - common stock — Int/Div

Gorman-Rupp Co - common stock — Int/Div — Sell

2lst Century Holding Co - common stock — Int/Div

National Security Group - common stock — Int/Div

TJX Companies Inc - common stock — Int/Div — Sell

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

International Paper - common stock — Int/Div — Sell — 2/3/05

Anadarko Petroleum Corp - common stock — Int/Div — Sell — 3/9/05

McDonalds Corp - common stock — Int/Div — Sell — 3/9/05

American Int'l Group - common stock — Int/Div — Sell — 3/9/05

Hooker Furniture Corp - common stock — Int/Div — Sell — 4/4/05

M/1 Homes Inc - common stock — Int/Div — Sell — 4/15/05

Velcro Industries - common stock — Int/Div — Sell — 4/20/05

Cigna Corp - common stock — Int/Div — Sell — 6/22/05

Allstate Corporation - common stock — Int/Div — Buy

Alliance Gaming - common stock — Int/Div — Sell — 7/15/05

Cisco Systems Inc - common stock — Int/Div — Sell — 7/15/05

Deere & Co - common stock — Int/Div — Sell — 8/16/05

Devon Energy Corp - common stock — Int/Div — Sell

Masco Corp - common stock — Int/Div — Sell — 10/20/05

Doral Financial - common stock — Int/Div — Sell — 10/20/05

Whirlpool Corp - common stock — Int/Div — Sell — 10/20/05

Bel Fuse Class B- — Int/Div — Sell — 10/26/05

154. - AT & T Inc. - common stock — Int/Div — Buy

Caterpillar, Inc. - common stock — Int/Div — Buy

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

Endurance Specialty Holdings LTD common stock — Int/Div — Buy

Freeport-McMoran Copper & Gold Inc common stock — Int/Div — Buy — Part VIII - #13

Hartford Financial Services Group common stock — Int/Div — Buy

Home Depot Inc. - common stock — Int/Div — Buy

Noble Corp - common stock — Int/Div — Buy — Part VIII - #14

Phelps Dodge Corp NY Com — Int/Div — Buy — Part VIII - #15

Time Wamer Inc - common stock — Int/Div — Buy

TODCO-CL A - common stock — Int/Div — Buy

National Penn Bank - account — Interest

Sovereign Bank - account — Interest

Golden Masano Bradley - partnership interest — Interest — sell — Bradley

National Penn Bank - Golden Masano — None — Resigned

Sovereign Bank - Golden Masano Bradley ptr account — None — Resigned

AXA Equitable - whole life policy — Int/Div

AXA Equitable - whole life policy — Int/Div

MetLife - flexible premium life policy — Interest

MetLife - flexible premium life policy — Interest

Trust #1 - Co-Trustee — Int/Div — Resigned — Part VIII #16

Excelsior Value & Restructuring Fund — Int/Div — Resigned

Harbor Capital Appreciation Fund — Int/Div — Resigned

Pimco Total Retum Fund — Int/Div — Resigned

Western Asset Core Plus Bond Portfolio — Int/Div — Resigned

401K Account #1 - Co-Trustee — None — Resigned — Part VIII - #17

Principal Financial Group -Guaranteed Interest Accounts — Interest — Resigned

Principal Money Mkt Sep Account — Interest — Resigned

Principal Bond and Mtg Sep Acct — Interest — Resigned

Alliance LgCap Value Sept Acct — Int/Div — Resigned

Mason St Hi YD Bd (A) Sep Acct — Int/Div — Resigned

Principal Lg Cap Stk Idx Sep Acct — Int/Div — Resigned

Principal U.S. Property Sep Acct — Int/Div — Resigned

Principal Med Co Value Sep Acct — Int/Div — Resigned

Russ Life Agg Str (D) Sep Acct — Int/Div — Resigned

Russ Life Bal Str (D) Acct — Int/Div — Resigned

Russ Life EqAg St (D) Sep Acct — Int/Div — Resigned

Russ Life Mod Str (D) Sep Acct — Int/Div — Resigned

Fidelity Md-Cp Gr II Sep Acct — Int/Div — Resigned

Principal Mid-Cap Stk Idx Sep Acct — Int/Div — Resigned

Principal Sm-Cap Stk Idx Sep Acct — Int/Div — Resigned

T. Rowe Price LgCap Growth I Sep Acct — Int/Div — Resigned

Fidelity Intl Sep Acct — Int/Div — Resigned

Prin Fin Grp Inc Stk Sep Acct — Int/Div — Resigned

Principal LifeTm 2010 Sep Acct — Int/Div — Resigned

Principal LifeTm 2020 Sep Acct — Int/Div — Resigned

Principal Life Tm 2030 Sep Acct — Int/Div — Resgined

Prin Ptr Lg-Cap Value Sep Acct — Int/Div — Resigned

Prin Ptr Lg-Cap Gr Sep Acct — Int/Div — Resigned

Princ Ptnr Md-Cp Gr 11 Sep Acct — Int/Div — Resigned

Prin Ptr International Sep Act — Int/Div — Resigned

Prin Ptr Lg-Cap Bld I Sep Acct — Int/Div — Resigned

Prin Ptr Lg-Cap Blend Sep Acct — Int/Div — Resigned

Prin Stock Emph Bal Sep Acct — Int/Div — Resigned

Russ Life Con Str (D) Sep Acct — Int/Div — Resigned

Amer Cent Ultra (Adv) Sep Acct — Int/Div — Resigned

Fid Adv Mid Cap Sep Acct — Int/Div — Resigned

INVESCO Leisure Sep Acct — Int/Div — Resigned

Principal Lg Co Grwth Sep Acct — Int/Div — Resigned

Principal Med Co Blind Sep Acct — Int/Div — Resigned

Principal Med Co Gr Sep Acct — Int/Div — Resigned

Prin Ptr Sm-Cap Blend Sep Acct — Int/Div — Resigned

Managing Partner, Golden Masano Bradley - See Part VIII - #1

Advisory Board Member, National Penn Bank - See Part VIII - #2

Co-Trustee, Trust #1 - See Part VIII - #16

Chairman, Pennsylvania Supreme Count Continuing Legal Education Committee - See Part VII - #3

Advisory Board Member, Pennsylvania for Modem Courts - See Part VIII - #4

Trustee, Pennsylvania Bar Insurance Fund & Trust - See Part VIII - #5

Director, — ~ Lawyers Concerned for Lawyers, Inc. - See Part Vit - #6 2 Afra ou

Co-Trustee, oN oo Lah dl 5) = fi Trust #2 - See Part VIII - #7 = = Il I tn =< ~

Agreement — 2006 — Masano Bradley law firm 401(K) Profit Sharing Plan, no control

Agreement — 2006 — Golden Masano Bradley purchase agreement of law firm interest. It is a five (5) year contract. See Part VIII - #8

Reimbursement — USI Colbum — Lodging, Food & Golf at Hershey

Reimbursement — Masano Bradley, former law firm — Payment of expenses for receptions in Reading & Philadelphia after induction ceremony

Reimbursement — Pennsylvania Bar Association — Contribution to reception after induction ceremony

Reimbursement — Berks County Bar Association — Judicial Robe

Reimbursement — PA Supreme Court Continuing Legal Education Board — December 6-7 - Harrisburg, PA - Meeting of Board of Directors (Transportation, Meals, and Room)

Reimbursement — Supreme Court Continuing Legal Education Board — September 13-14 - Pittsburgh, PA - Meeting of Board of Directors (Transportation, Meals, and Room)

Income — 2006 — National Penn Bank - advisory board fees — $510.00

Spouse's income — Supreme Court Continuing Legal Education Board — Clock in honor of service to Board

1). Part I, Page 1, Line #1 - Resigned July 1, 2006.

2). Part I, Page I, Line #2 - Resigned May 10, 2006.

3). Part I, Page I, Line #4 - Resigned October 27, 2006.

4). Part 1. Page I, Line #5 - Resigned May 10, 2006.

5). Part], Page I, Line #6 - 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.

6). Part I, Page 1, Line #7 - Resigned November 13, 2006.

7). Part I. Page 1, line 8, Trust #2 - Unfunded life insurance trust. Co-Trustees were not compensated. Resigned October 5, 2006.

8). Part 11, Page 2, Line #2 - The Agreement provides for the reimbursment of certain expenses and lease payments by the partnership. Said sums have been paid

by the partnership as of the date of this report. The Agreement also provides for an initial payment of $202,351.00 in the year 2006 and monthly payments of

$11,777.35 over the term of the Agreement. The Agreement will terminate on July 1, 2011.

9). Part VII, Line #4, Brokerage Account #1 - All assets in this brokerage account were transferred to another brokerage firm on July 26, 2007. The new account

is listed as Brokerage Account #2 starting at line #9.

10). Part VII, Line #14, 401(K) Account #1 - All investments listed in lines #16 through #26 were transferred and consolidated into one (1) investment listed on

Line #15 of the 401 (K) Account.

11). Part VII, Line #27, IRA - Account #1 - Assets in this IRA account were transferred to another brokerage firm on July 26, 2007. The new account is listed as

IRA Account #lA starting at line #47.

12). Part VII, Line #65, IRA - Account #2 - Assets in this IRA account were transferred to another brokerage firm on July 26, 2007. The new account is listed as

IRA Account #2A starting at line #85.

13). Part VII, Line #158 - Investments were purchased on 4/18/06, 8/17/06, and 9/19/2006.

14). Part VII, Line #162 - Investments were purchased on 8/17/2006 and 9/19/2006.

15). Part VII, Line #163 - Investments were purchased on 4/10/2006 and 9/19/2006.

16). Part VII, Line #175 - Trust #1-Co-Trustee. Resigned May 17, 2006.

17). Part VII, Line #183 - 401K Account #1 - Co-Trustee - Resigned November 3, 2005.

18). Part VII, Line #222 - Estate #1 - Executor - A minimal distribution was made for the benefit of the sole beneficiary on January 26, 2005 to close estate

checking account and to close the administration of the estate. The account did not receive any interest, nor were there any fees paid in 2005 and 2006.

Executorship was discharged and terminated by Adjudication and Decree of the Orphans’ Court of Berks County, Commonwealth of Pennsylvania.

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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Thomas M. Golden | Frix