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What was filed

  • 23

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Cawthon Oil Company
  • & — Ea on EA ot ———- w= EE
  • Suncoast Schools Credit Union
  • American Express
  • State of Florida---Division of Retirement

As filed

IRA — Int/Div

Janus INVT FD Mid Cap Value FD IN STL SHS — Sold

Julius Baer INVT FDS INTL Equity FD CL.1 — Sold

Wt Mut Fd CRM Mid Cap Value FD IN STL — Sold

Blackrock Funds Large Cap Value FD CL A — Sold

Kinetics Paradigm Fund-Inst — Sold

Baron Select Fds Baron Partners FD — Sold

Bridgeway FD INC Ultra-Small Co Tax Adv — Sold

Diamond Hill Funds Small Cap Fd CL A — Sold

Dodge & Cox Intl Stock Fund — Sold

Goldman Sachs TR FINL Square MMKT FD CL-1 — Sold

Hotchkis & Wiley Core Value FD CL-I — Sold

Keeley Small Cap VALU Fund Class A — Sold

Munder Midcap Core Growth FD Class Y — Sold

Nuveen Tradewinds Intl Nuveen Internati onal Vulue FACL R — Sold

Nationwide Mut FDS Small Cap FD CL A — Sold

RS Invt TR Global Natural Res FD Class A — Sold

Sunamerica Funds Focused Small Cap Gro ‘wth Portfolio Class A — Sold

SSGA FDS International Stock Sel — Sold

Touchstone Inst] FDS TR Sands Cap Instl Growth — Sold

Wells Fargo Advantage Endeavor Select Fund CL-1 — Sold

Franklin Templeton Founding FD Allolca ion FundCL A — Buy

Hartford Checks and Balances Fund CL A — Buy

Director-stockholder, Cawthon Oil Company

5., & — Ea on EA ot ———- w= EE

Agreement — 8/1/1996 — State of Florida--Retirement

Liability — Suncoast Schools Credit Union — Credit Card

Liability — American Express — Credit Card

Income — 2008 — State of Florida---Division of Retirement — $38,841.48

PART II: The date listed is the date I began drawing retirement trom the state of Florida.

Part VII

Line |

The assessment was in 2008 and the assessed value for 2008 was $278,900.00

Part VII:

Lines 3-12 & line 58 On 2/15/2008 I rolled over my State of Florida ING Deferred Compensation Plan into an IRA at Smith Bamey. The ING funds

were liquidated by ING and then

transferred to Smith Bamey. The funds were invested in Hartford Checks and Balances Fund CL A (line 58)

Part VII

Lines 35 -57. I moved my. IRA from Wacovia to Smith Barney. The individaual funds held in the IRA were sold by my Smith Bamey broker on 4/25

and reinvested in Franklin Templeton Founding FD Allocation Fund CL A. All of the funds within the IRA that were sold were valued less at the time of sale than

when I bought them.

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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