Mark Lawrence Wolf

2006

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What was filed

  • 88

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Note 1 and See Note 2
  • Note 2
  • Div See Note 2
  • Note 3
  • Note 4
  • Albert Schweitzer Fellowship
  • John William Ward Fellowship
  • Prt EA nit he Sw
  • U.S. Department of State
  • New York Patent Law Association
  • The Boston Globe - Payment for OpEd Piece designated to a charity
  • Columbia, SC, March 20-21, Teaching at National Advocacy Center (Transportation, Food, Lodging)

As filed

Fidelity USA (Money Market) — Int/Div

Fidelity Fund (Mutual) — Int/Div — sold

Bank of America (Checking) — Interest

Bank of America ( Savings) — Interest

Fidelity Fund (Mutual) — Int/Div — part sold

Atlantic Whiteall G.F. (Mutual) — Distribution — sold — Note 1 and See Note 2

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

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

Atlantic Whitehall Eq. Inc. Fund (Mutual) — Int/Div — Note 2

Atlantic Whitehall Midcap Growth (Mutual) — Int/Div — Note 2

McDonalds Corp. (Stock) — Int/Div — sold

MA St. HFA Single Family 5.25% 12/1/06 (Bond) — Interest — sale

Foxborough MA 5.25% 11/15/09 — Interest — sold

MAS Tumpike Auth. 5.1% 1/1/08 (Bond) — Interest — sold

EMC Corp. MA (Stock) — None

Atlantic Whitehall Midcap Growth (Mutual) — Int/Div — Note 2

Atlantic Whitehall Growth Fund (Mutual) — Distribution — Div See Note 2

Neuberger Berman Genesis Fund (Mutual) — Distribution

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

Family Blues Partners (Limited Partnership) — None

Citizens Bank (Savings and Checking) — Interest

Mass State Cons. MBIASERD 5.5% (Bond) 11/1/12 — Interest — sold

Boston MA G.0. 5% 8/1/13 (Bond) — Interest

Longleaf Partners (Mutual Fund) — Int/Div

Longleaf Partners (Mutual Fund) — Int/Div

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

MA St. HEFA 5% Partners (Bond) 7/1/07 — Interest

Brookline MA GO 5.125% (Bond) — Interest

AIM Liquid Asset MM Fund (Money Market) — Interest

Shrewsbury MA 5% 8/15/08 (Bond) — Interest — new

MA Wtr Poll ABTMT 5.15% 8/1/09 (Bond) — Interest — new

MBTA Sales Tax 5.25% 7/1/11 (Bond) — Interest — new

MA Wtr Res Auth 5.25% 8/1/11 (Bond) — Interest — new

Norwell MA FGIC 5% 11/15/15 (Bond) — Interest — new

Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3

First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3

Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3

Dodge & Cox International Stock Fund i (Mutual) — Distribution — new — Note 3

First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3

Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3

Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3

First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3

Templeton Emerging Markets Fund (Mutual) — Distribution — buy new — Note 3

Crown Life (Life Insurance) — Distribution — in — Note 4

Fidelity USA (Money Market) — Int/Div

Fidelity Fund (Mutual) — Int/Div — sold

Bank of America (Checking) — Interest

Bank of America ( Savings ) — Interest

Fidelity Fund (Mutual) — Int/Div — sold

Atlantic Whiteall G.F. (Mutual) — Distribution — sold — Note 1 and See Note 2

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

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

Atlantic Whitehall Eq. Inc. Fund (Mutual) — Int/Div — Note 2

Atlantic Whitehall Midcap Growth (Mutual) — Int/Div — Note 2

McDonalds Corp. (Stock) — Int/Div — sold

MA St. HFA Single Family 5.25% 12/1/06 (Bond) — Interest — sale

Foxborough MA 5.25% 11/15/09 — Interest — sold

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

EMC Corp. MA (Stock) — None

Atlantic Whitehall Midcap Growth (Mutual) — Int/Div — Note 2

Atlantic Whitehall Growth Fund (Mutual) — Distribution — Div See Note 2

Neuberger Berman Genesis Fund (Mutual) — Distribution

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

ASREEREY Blues Partners (Limited Partnership) — None

Citizens Bank (Savings and Checking) — Interest

Mass State Cons. MBIASERD 5.5% (Bond) 11/1/12 — Interest — sold

Boston MA G.0. 5% 8/1/13 (Bond) — Interest

Longleaf Partners (Mutual Fund) — Int/Div

Longleaf Partners (Mutual Fund) — Int/Div

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

MA St. HEFA 5% Partners (Bond) 7/1/07 — Interest

Brookline MA GO 5.125% (Bond) — Interest

AIM Liquid Asset MM Fund (Money Market) — Interest

Shrewsbury MA 5% 8/15/08 (Bond) — Interest — new

MA Wir Poll ABTMT 5.15% 8/1/09 (Bond) — Interest — new

MBTA Sales Tax 5.25% 7/1/11 (Bond) — Interest — new

MA Wtr Res Auth 5.25% 8/1/11 (Bond) — Interest — new

Norwell MA FGIC 5% 11/15/15 (Bond) — Interest — new

Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3

First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3

Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3

Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3

First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3

Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3

Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3

First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3

Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3

Crown Life (Life Insurance) — Distribution — In — Note 4

Chairman, Director, Albert Schweitzer Fellowship

Chair, John William Ward Fellowship

5, Prt EA nit he Sw

Reimbursement — U.S. Department of State — China (Various cities), May 6-20, Lecturing to judges, prosecutors, and students (Transportation, Food, Lodging)

Reimbursement — New York Patent Law Association — NY, NY, March 24, 2007 Annual Dinner of the Federal Judiciary (Transportation, Food, Lodging)

Income — 2006 — The Boston Globe - Payment for OpEd Piece designated to a charity — $200.00

Spouse's income — U.S. Depannent of Justice — Columbia, SC, March 20-21, Teaching at National Advocacy Center (Transportation, Food, Lodging)

1. Notes to Section VII

Note 1

Shares of the Mutual Fund listed on line 6 were sold on January 13, 31, and March 15, 2006

Note 2

On November 11, 2006, assets previously held in ATC Common Trust Fund products were converted by my investment advisor into corresponding Atlantic

Whitehall Mutual Funds. The conversions were not taxable events. Therefore, to facilitate comparison to prior years, I have not listed the transactions as sales of

the Common Trust Fund products and purchases of the corresponding Mutual Funds. However, any income earned by the Common Trust Fund products is

included in the amount disclosed concerning the corresponding Mutual Fund

Note 3

Shares of the Mutual Funds listed on lines 38, 39, 40, 42, 43, 44, 46, 47, and 48 were purchased on June 14, 27, and 29, 2006

Note 4

In December, 2005, 1 discovered that I owned a modest cash value Crown Life Insurance policy which was purchased for me by my parents when [ was a child and,

for which the dividends and reductions in the value of the policy had been paying the premiums. In 2006, I cashed the policy in.

'

i

2. As previously reported, many of the assets owned b

nd me are managed and held by an investment advisory firm, Atalntic Trust Pell Rudman

("ATPR"). ATPR has provided the information contained in

—-

is report conceming assets in its custody. The information provided by ATPR is, to the best of my

knowledge, accurate

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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