Mark Lawrence Wolf

2003

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Pull out the substance of this filing.

What was filed

  • 49

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • for no. 47& 57
  • various dates
  • Convertible
  • for no.24
  • various ates
  • Albert Schweitzer Fellowship
  • New York Patent Law Association
  • Brandeis University - Payment to Boston Latin School Foundation in lieu of honorarium

As filed

Fidelity USA (Money Market) — Int/Div

Fidelity Fund (Mutual) — Int/Div

Fleet Bank (Checking) — Interest

Fleet Bank Savings — Interest

Public Storage (Corp) — Int/Div

Fidelity Fund (Mutual) — Int/Div

Fidelity Puritan Balanced Fund (Mutual) — Int/Div

Atlantic Trust Pell Rudman ("ATPR") Eq. Growth Fund — Int/Div — sold

AIM Liquid Asset Money Market Fund (Money Market) — Interest

AIM Liquid Asset Money Market Fund (Money Market) — Interest

ATPR Equity Income (formerly ATPR Convertible Fund) — Int/Div

ATPR Midcap Growth (Common Trust) — Int/Div — sold

ATPR Intl Growth (Common Trust) — Int/Div — sold

ATPR Int'1 Growth (Common Trust) — Int/Div — sold

Dighton Rehoboth Regional Sch. 5.15% 7/15/05 (Bond) — Interest

McDonalds Corp. (Stock) — Int/Div

ATPR Int'l Growth (Common Trust) — Int/Div — sold

Foxborough MA 5.25% 11/15/09 — Interest

Merrill Lynch Global Allocation (Mutual) — Int/Div

MA St. Turmpike Auth. 5.1% 1/1/08 (Bond) — Interest

Boston MA Series A 5% 2/1/03 (Bond) — Interest — redemption

MA St. Cons. MBIASERD 5.5% (Bond) — Interest

MA HEFA Caregroup MBIA 5% 7/1/04 (Bond)* — Interest — exchange — for no. 47& 57

MA St. REF (FGIC) 5% 8/1/04 — Interest — sold

ATPR MA Muni Tax Exempt (Common Trust) — Int/Div

EMC Corp. MA (Stock) — None

ATPR MidCap Growth (Common Trust) — Int/Div — sold — various dates

ATPR Midcap Growth (Common Trust) — Int/Div

ATPR Equity Growth (Common Trust) — Int/Div — sold — various dates

ATPR Equity Growth (Common Trust) — Int/Div — sold — various dates

Neuberger Berman Genesis Fund (Mutual) — Int/Div

LILO, LLC (Limited Liability Corp.) — Int/Div

Blues Partners (Limited Partnership) — None

ATPR Equity Income Fund (Common Trust)* — Int/Div — sold — Convertible

ATPR Midcap Growth (Common Trust) — Int/Div — sold — various dates

ATPR Equity Growth Fund (Common Trust) — Int/Div

ATPR Int'l Growth (Common Trust) — Int/Div — sold

Citizens Bank (Savings and Checking — Interest

Mass State Cons. MBIASERD 5.59% (Bond) — Interest

MA St. Health Auth. 5 % 7/1/04 (Bond) — Interest — exchange — for no.24

Boston MA G.O. 5% 8/1/13 (Bond) — Interest — buy

Longleaf Partners (Mutual Fund) — Int/Div — buy

Longleaf Partners (Mutual Fund) — Int/Div — buy — various dates

Longleaf Partners (Mutual Fund) — Int/Div — buy — various dates

Dodge & Cox Stock Fund (Mutual Fund) — Int/Div — buy — various dates

ATPR Short Term Muni Bond Fund (Common Trust) — Int/Div — buy — various dates

Atlantic Whitehall Intern. Fund (Mut. Fd.) (form. ATPR) — Int/Div — by — various ates

Dodge & Cox Stock Fund (Mutual Fund) — Int/Div — buy — various dates

MA HEFA Caregroup ETM 5 % 7/1/04 — Interest

Chairman, Director, Albert Schweitzer Fellowship

Reimbursement — New York Patent Law Association — NY, NY, March 28, 2003, Annual Dinner for Federal Judiciary (Transportation, Food, and Lodging)

Income — April 3 — Brandeis University - Payment to Boston Latin School Foundation in lieu of honorarium — $500

As previously reported, many of the assets owned by my@iill my

and me are managed or held by an investment advisory firm, Atlantic

Trust Pell Rudman ("ATPR"). ATPR has provided the information contained in this report conceming the assets in its custody. The information provided

by ATPR is, to the best of my knowledge, accurate.

The bond listed in Section VII, line 24 was, as stated in my 2002 Report, refinanced and replaced with two bonds. On January 22, 2003, the bond listed on

line 24 was exchanged for the bond listed on line 47. The second bond resulting from the 2002 refinancing is listed on line 57.

The mutual funds listed in Section VII, lines 28, 31, 32 and 38 were each sold on the dates, and for the amounts, stated. They were each bought again later

in 2003, on various dates, for an aggregate amount in the range of the gross value reported in column (C)(1).

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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Mark Lawrence Wolf | Frix