Ask Donna

Pull out the substance of this filing.

What was filed

  • 220

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • College of Liberal Arts, Washington State University; beginning 9/00
  • Washington Education Foundation (non-profit organization); beginning approximately 11/01/01.
  • College Success Foundation (formerly Washington Education Foundation)
  • Part-time self employment as guardian ad litem
  • 2006, and Alderbrook Manor, Washington, on 10/24 and 10/25, 2006. Total value estimated at $500.00.

As filed

FMI Focus Fund

Wash. Mutual Savings Bank, (Account) — Interest

Raleigh Energy Corp — None

US Bank, (Account) — Intereset

Union Elevator & Warehouse Company (Stock) — Int/Div

Real property in Yakima held with others — Rent

Equitable — Interest

Northwestern Mutual Life Insurance Company — Int/Div

Management Acct. #1

Aflac Inc / — Int/Div — Sale

Allied Irish Bks — Int/Div — Sale

Conocophillips — Int/Div

Conocophillips — Buy

Disney Company (X) — Int/Div — Sell

EOG Resources — Int/Div

Golden West Financial — Int/Div — Sale

HSBC Holdings PLC — Int/Div — Sale

Heineken — Int/Div — Sale

Lexmark Intl Group, Inc — Int/Div — Sale

Network Apphance, Inc — None — Sale

Qualcomm, Inc — Int/Div — Sale

Xilinx, Inc — Int/Div — Sale

Yahoo, Inc — None — Sale

Aon, Corp. — Int/Div — Sale

Aon, Corp. — Buy

Apollo Group Inc — None — Sale

AXA-ADR — Int/Div — Sale

BP PLC SPONS ADR — Int/Div — Sale

BP PLC SPONS ADR — Buy

Barclays PLC ADR — Int/Div — Sale

Berkshire Hathaway — None

Block H& R, Inc. (X) — Int/Div

Block H& R, Inc. (X) — Buy

Cadbury Schweppes — Int/Div — Sale

Citigroup, Inc — Int/Div — Sale

Citigroup, Inc — Buy

Credit Suisse Group — Int/Div — Sale

Danske Bank — Int/Div — Sale

Dell, Inc — None — Sale

Dell, Inc — Buy

Devon Energy Corp. — Int/Div — Sale

Diageo PLC — Int/Div — Sale

Ebay, Inc. — None — Sale

Electronic Arts, Inc — None — Sale

ENISPA — Int/Div — Sale

Fifth Third Bancorp — Int/Div — Sale

Genentech, Inc — None — Sale

General Electric Company — Int/Div — Sale

Glaxosmithkline PLC-ADR — Int/Div — Sale

Glaxosmithkline PLC-ADR — Buy

HCA, Inc — Int/Div — Sale

Hershey Foods Corp — Int/Div

Iron Mtn, Inc, PA — None

Lloyds TSB Group, PLC — Int/Div — Sale

Loews, Corp. — Int/Div

Moody's Corp. — Int/Div — Sale

Nestle S A Reg Adr. — Int/Div — Sale

Nomura Holdings, Inc — Int/Div — Sale

Pixar — None — Sale

Progressive Corp. Ohio — Int/Div — Sale

Royal Dutch Pete Co — Int/Div

Royal Dutch Pete Co — Buy

Royal Dutch Pete Co — Sale

San Paolo-IMI SPA — Int/Div — Sale

SANOFI-AVENTIS ADR — Int/Div — Sale

Schering AG-ADR — Int/Div — Sale

Sealed Air Corp. New — None

Sealed Air Corp. New — Sale

Societe Gen. Fr. Spon. ADR — Int/Div — Sale

Siemens A G - ADR — Int/Div — Sale

Starbucks Corp — None — Sale

Swiss Reins Co. — Int/Div — Sale

Tesco PLC — Int/Div — Sale

Total S.A. Spons. ADR — Int/Div — Sale

Transatlantic Hldgs, Inc — Int/Div

Tyco Intl. Ltd, New — Int/Div

UBS AG-REG — Int/Div — Sale

Unilever PLC Spons. ADR F — Int/Div — Sale

Vodafone Group Spons ADR — Int/Div — Sale

Vulcan Materials Co — Int/Div

XM Satellite Radio — None — Sale

Amazon Com, Inc — None — Sale

Avon Products, Inc — Int/Div — Sale

Cardinal Health, Inc — Int/Div — Sale

Google, Inc. — None — Sale

Harley Davidson, Inc — Int/Div

Imperial TOB Group PLC — None — Sale

Marsh and McLennan — Int/Div — Sale

Maxim Integrated Prods — Int/Div — Sale

Mitsubishi Financial ADR — None — Sale

TNT NV-ADR — None — Sale

Varian Medical Systems Inc — None — Sale

Vivendi Universal — Int/Div — Sale

Wal-Mart Stores, Inc — Int/Div

Zurnch Financial Sves ADR — None

Wells Fargo Company — Int/Div

Ameriprise Financial, Inc — Int/Div

Novaritis AG — Int/Div — Sale

Novaritis AG — Int/Div — Buy

Comcast Corp. — None

Aegon NV — None — Buy

Anadarko Petroleum Corp — None — Buy

Anglo American PLC Spons ADR — None — Buy

BAE Systems Place — None — Buy

BASF AG Sponsored ADR — None — Buy

BCE Inc — None — Buy

Biogen Idec, Inc — None — Buy

Broadcom Corp — None — Buy

Cemex S.A.B DE C.C ADR — None — Buy

Countrywide Financial — Int/Div — Buy

Countrywide Financial — Sale

Erickson TEL-SP ABR — Int/Div — Buy

Expediters Intl. Wash, Inc — Int/Div — Buy

Expediters Intl. Wash, Inc — Sale

Eisai Company LTD — None — Buy

Encana Corp. — None — Buy

Forest Labs Inc — None — Buy

Fujifilm Hldgs Corp ADR — None — Buy

Genzyme Corporation — None — Buy

Getty Images, Inc — None — Buy

Grant Prideco Inc — None — Buy

Ing Groep NV — None — Buy

Kingfisher PLC-Spons — None — Buy

Koninklijke Philips Electrs NV — None — Buy

Korea Elec Pwr Corp — None — Buy

L-3 Communications Hldgs. Inc — None — Buy

Lehman Bros. Holdings — None — Buy

Liberty Global Inc. SER A — None — Buy

Liberty Media — None — Buy

Lloyds TSB Group PLC — None — Buy

Micron Technology Inc — None — Buy

Millenium Pharmaceuticals Inc — None — Buy

Mitsui Sumitomo Ins — Int/Div — Buy

Mitsui Sumitomo Ins — Sale

National Australia Bank LTD — None — Buy

Nippon Telegraph & Telephone Corp — None — Buy

Pall Corp. — None — Buy

Pall Corp. — Sale

Procter & Gamble CO — None — Buy

Reed Elsevier PLC-Spons — Int/Div — Buy

Reed Elsevier PLC-Spons — Sale

Repsol YPF S.A — None — Buy

Sales Force.Com — None — Buy

Sales Force.Com — Sale

Schlumberger Ltd — None — Buy

Schlumberger Ltd — Sale

Sony Corp. — None — Buy

Statoil ASA Spon ADR — None — Buy

Stora Enso OYJ ADR — None — Buy

Sumitomo Mitsui Finl — None — Buy

Sumitomo Mitsui Finl — Sale

Suez-ADR — None — Buy

Suez-ADR — Sale

Suez-ADR — Sale

Thomson Spon ADR — None — Buy

Toyota Mtr Corp. ADR — None — Buy

Transatlantic Holdings Inc — None — Buy

Unitedhealth Group Inc — None — Buy

UPM-Kymmene Corp. — None — Buy

Wachovia Corp. (X) — Int/Div

Weatherford Int] Ltd — None — Buy

Well Point, Inc — None — Buy

Well Point, Inc — Sale

Zimmer Holdings — None — Buy

Zimmer Holdings — Sale

Calvert Fd, Incm. Port-A — Sale

General Electric Co. — Int/Div

J.P. Morgan Chase 7%CAP X — Int/Div

Solectron Corp. — None — Sale

Delaware 5.25% 4/1/2009 — Int/Div

FHLMC 5.75% 4/15/08 — Int/Div

Tenn VY 5.375% 11/13/08 — Int/Div

U S Treas 4.625% 05/15/06 — Sale

Washington St. Pub. Pwr Supply Sys Nuclear PJ (X) — Int/Div

Citigroup, Inc — Int/Div

Deere & Co — Int/Div

Exxon Mobil Corp — Int/Div

Microsoft Corp — Int/Div

Microsoft Corp — Buy

J.P. Morgan Chase & Co — Int/Div

Tyco, Intl Ltd. — Int/Div

Causeway Intl. Value-Ins

Century Sm. Cap. Sel. Instl. — Sale

FMI Focus Fund

Hotchkis & Wiley MD CP-1

Kinetics Sm. Cap. Opptys

Legg Mason Value Trust

Royce Total Return Fd.

TCW Galileo Sel Eqtys-1

TCW Galileo Vu Opp. FD 1

Vanguard/Windsor II — Sale

Kinetics Paradigm Fund — Buy

DWS Dreman Small Cap — Buy

Alger Small Cap Ret. Fund — Buy

Blackrock Funds Large Cap Value Fund (xX) — Int/Div

IRA #2 — Int/Div

Calamos Groth Fd Cl A

Causeway Intl Value-INS

Century Sm. Cap. Sel. Instl — Sale

Cambiar Opportunity Fd

Hotchkis & Wiley Md CP-1

Legg Mason Value Trust

Royce Total Return FD

TCW Galileo Sel Eqtys-1

TCW Galileo Vu Opp. FD]

DWS Dreman Small Cap Value — Buy

Alger Small Cap Retirement Fund — Buy

Kinetics Paradigm Fund — Buy

Management Acct. #2

Cohen & Steers Realty Shares, Inc — Int/Div — Buy

Julius Baer Intl Eq CL 1 — Int/Div — Buy

Rydex Dynamic Tempst 500 — Int/Div — Buy

Rydex Energy Svcs Invs — Int/Div

Vanguard Inter-Term Bond — Int/Div — Buy

Vanguard Index-Smallcap Stock — Int/Div — Buy

Vanguard Mid-Cap Index I — Int/Div — Buy

Vanguard Prec Met & Mng FD — Int/Div

Vanguard Prec Met & Mng FD — Sale

Calvert Fd (X) — Int/Div — Sale

Solectron Corp. (X) — None — Sale

Advisory Council Member (non-compensated), College of Liberal Arts, Washington State University; beginning 9/00

Trustee (non-compensated), Washington Education Foundation (non-profit organization); beginning approximately 11/01/01.

Reimbursement — College Success Foundation (formerly Washington Education Foundation) — Lodging, meals and transportation provided by non-profit organization for attendance at board meeting held at Issaquah, WA on May 16-17,

Spouse's income — 2006 — Part-time self employment as guardian ad litem

Spouse's income — 2 — 2006, and Alderbrook Manor, Washington, on 10/24 and 10/25, 2006. Total value estimated at $500.00.

1. Page 6, line 18: Inadvertently omitted from prior report.

2. Page 7, line 38: 2004 purchase inadvertently omitted in prior report; additional purchase during 2006.

3. Page 17, line 211: Inadvertently omitted from pior report.

4. Page 19, line 253 (Blackrock Funds Large Cap Value Fund was formally referenced in the 2005 report at line 10 as the Merrill Lynch Large Cap Value Fund

CLC. It should have been included as part of IRA

#1 from the 2005 report rather than a separate IRA. Blackrock Funds entries formerly carried Merrill

Lynch name.

5. Page 21, line 286 and 287: Originally purchased beginning in 2002; listed previously in other accounts for which disclosure was made but inadvertently

omitted from Management Acct. #2.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Lonny R. Suko | Frix