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.