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Pull out the substance of this filing.

What was filed

  • 240

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • note in Part VIII
  • Trust #1
  • Bank Of America
  • Federal Bar Association
  • Attorneys Liability Assurance Society (ALAS)
  • PMA Capital Corporation (Sr. VP & General Counsel)

As filed

Prusky Portfolio - Retirement #1 — None — Sale

First Eagle Overseas - Retirement #1 — None — Buy

First Eagle Overseas - Retirement #1 — Sale

Brandywine - Retirement #1 — None — Buy

Brandywine - Retirement #1 — Sale

Sound Shore - Retirement #1 — None — Buy

Sound Shore - Retirement #1 — Sale

Schwab Inst Trust - Retirement #1 — None — Buy

Schwab Inst Trust - Retirement #1 — Sale

StoneRidge Small Cap - Retirement #1 — None — Buy

StoneRidge Small Cap - Retirement #1 — Sale

Vanguard Growth Equity - Retirement #1 — None — Buy

Vanguard Growth Equity - Retirement #1 — Sale

BlackRock Core Bond - Retirement #1 — Int/Div — Sale

BlackRock Low Duration Bond Retirement #1 — Int/Div — Buy

BlackRock Low Duration Bond Retirement #1 — Sale

Janus Advisor Growth - Retirement #1 — None — Buy

Janus Advisor Growth - Retirement #1 — Sale

Royce Opportunity - Retirement #1 — None — Buy

Royce Opportunity - Retirement #1 — Sale

Morgan Stanley Int'l Equity Retirement #1 — None — Buy

Morgan Stanley Int'l Equity Retirement #1 — Sale

Julius Baer Int'l Equity - Retirement #1 — None — Buy

Julius Baer Int'l Equity - Retirement #1 — Sale

Vanguard Total Bond Market Index Retirement #2 — Int/Div — Monthly

Vanguard Index 500 - Retirement #2 — Int/Div — Monthly

Vanguard International Growth Retirement #2 — Int/Div — Monthly

PMA Common Stock - Retirement #2 — None — Monthly

Vanguard Total Bond Market Index Retirement #3 — Int/Div — Monthly

Vanguard Index 500 - Retirement #3 — Int/Div — Monthly

Vanguard Windsor II - Retirement #3 — Int/Div — Monthly

Vanguard International Growth Retirement #3 — Int/Div — Monthly

Vanguard Short Term Bond Retirement #4 — Int/Div — Sale

Vanguard Windsor II - Retirement #4 — Int/Div — Sale

Vangurd US Growth - Retirement #4 — None — Sale

Vanguard Explorer - Retirement #4 — None — Sale

Vanguard Strategic Equity - Retirement #4 — None — Sale

Vanguard Intemational Growth Retirement #4 — None — Sale

DFA US Small Cap Value - Retirement #5 — Int/Div

DFA US Large Cap Value - Retirement 45 — Int/Div

Federated US Gov't 1 - 3 - Retirement #5 — Int/Div

First Eagle Overseas - Retirement #5 — Int/Div

Janus Fund - Retirement #5 — Int/Div

Janus Overseas - Retirement #5 — Int/Div

NB Fasciano - Retirement #5 — Int/Div

Schwab Money Market - Retirement #5 — Int/Div

Westcore MIDCO Growth - Retirement #5 — Int/Div

Janus Mid Cap Value - Retirement #5 — Int/Div

Federated US Gov't 1 - 3 - Retirement #6 — Int/Div

PMA Common Stock - Retirement #6 — None

Royce Opportunity - Retirement #6 — Int/Div

Schwab Money Market - Retirement #6 — Int/Div

Thornburg Value - Retirement #6 — Int/Div

Janus Overseas - Retirement #6 — Int/Div

Van Kampen Comstock - Retirement #6 — Int/Div

Janus Fund - Retirement #6 — Int/Div

StoneRidge Small Cap - Retirement #7 — None

Baron Growth - Retirement #7 — Int/Div — Sale

Brandywine - Retirement #7 — None

Columbia Growth - Retirement #7 — Int/Div — Sale

DFA US Micro Cap - Retirement #7 — Int/Div

DFA Emerging Markets Core Equity Retirement #7 — Int/Div — Buy

DFA Emerging Markets Core Equity Retirement #7 — Buy

DFA Emerging Markets Core Equity Retirement #7 — Buy

DFA International Small Value Retirement #7 — Int/Div — Buy

DFA International Value - Retirement #7 — Int/Div — Buy

DFA One Year Fixed - Retirement #7 — Int/Div

DFA US Small Cap Value - Retirement #7 — Int/Div

DFA US Large Cap Value - Retirement #7 — Int/Div — Sale

Dodge & Cox Stock - Retirement #7 — Int/Div

Federated US Gov't 1 - 3 - Retirement #7 — Int/Div

First Eagle Overseas - Retirement #7 — Int/Div

Hotchlas & Wiley Mid Cap Value Retirement #7 — Int/Div

Julius Baer International Equity Retirement #7 — Int/Div

Morgan Stanley International Equity Retirement #7 — Int/Div

Morgan Stanley Emerging Markets Retirement #7 . — Int/Div

Royce Opportunity - Retirement #7 — Int/Div — Sale

Schwab Money Market - Retirement #7 — Int/Div

Vanguard Growth Equity - Retirement #7 — Int/Div

Westcore International Frontier Retirement #7 — Int/Div — Buy

Westcore Mid Cap Value - Retirement #7 — Int/Div — Sale

Westcore Growth - Retirement #7 — Int/Div

Westcore MIDCO Growth - Retirement #7 — Int/Div

William Blair International Growth Retirement #7 — Int/Div

Janus Overseas - Retirement #7 — Int/Div

Hotchkis & Wiley Large Cap Value Retirement #7 — Int/Div — Sale

Royce Value Plus - Retirement #7 — Int/Div

Third Avenue International Value Retirement #7 — Int/Div — Buy

William Blair Large Growth Retirement #7 — None — Buy

Schwab Money Market - Trust #1 — Int/Div

SBC Commmications - Trust #1 — Int/Div — Sale

Dodge & Cox Stock - Trust #1 — Int/Div

Schroder Short Term Muni - Trust #1 — Int/Div

Baron Growth - Trust #1 — Int/Div

Federated Short Term Muni - Trust #1 — Int/Div — Buy

First Eagle Overseas - Trust #1 — Int/Div

Hotchkis & Wiley Large Cap Value Trust #1 — Int/Div

Hotchldis & Wiley Mid Cap Value Trust #1 — Int/Div

Janus Overseas - Trust #1 — Int/Div — Sale

Julius Baer International Equity - Trus! #1 — Int/Div

Morgan Stanley International Equity Trust #1 — Int/Div — Sale

Morgan Stanley Emerging Markets Trust #1 — Int/Div — Buy

NB Fasciano - Trust #1 — Int/Div

Royce Opportunity - Trust #1 — Int/Div

Westcore Mid Cap Value - Trust #1 — Int/Div

Westcore Growth - Trust #1 — Int/Div

Westcore MIDCO Growth - Trust #1 — Int/Div

DFA Tax Managed Marketwide Value - Trust #1 — Int/Div

DFA Tax Managed US Small Cap Value - Trust #1 — Int/Div

DFA US Micro Cap - Trust #1 — Int/Div

Third Avenue International Value Trust #1 — Int/Div — Buy

Westcore International Frontier - Trust #1 — Int/Div — Buy

DFA One Year Fixed - Custodial #1 — Int/Div

Federated US Gov't 1 - 3 - Custodial #1 — Int/Div

Dodge & Cox Stock - Custodial #1 — Int/Div

First Eagle Overseas - Custodial #1 — Int/Div — Sale

Janus Fund - Custodial #1 — Int/Div

Julius Baer International Equity Custodial #1 — Int/Div — Sale

Morgan Stanley International Equity Custodial #1 — Int/Div

NB Fasciano - Custodial #1 — Int/Div — Sale

PMA Common Stock - Custodial #1 — None

Royce Opportunity - Custodial #1 — Int/Div

Schwab Money Market - Custodial #1 — Int/Div

Westcore Mid Cap Value - Custodial #1 — Int/Div — Sale

Westcore MIDCO Growth - Custodial #1 — Int/Div

DFA Emerging Markets Core Equity Custodial #1 — None — Buy

DFA International Small Cap Value Custodial #1 — Int/Div — Buy

Baron Growth - Brokerage #1 — Int/Div

Brandywine Fund - Brokerage #1 — None — Buy

DFA Tax Mgd US Marketwide Value - Brokerage #1 — Int/Div

DFA Tax Mgd US Small Cap Value Brokerage #1 — Int/Div

DFA Emerging Markets Core Equity Brokerage #1 — Int/Div — Buy

DFA Emerging Markets Core Equity Brokerage #1 — Buy

DFA Tax Mgd International Value Brokerage #1 — Int/Div — Buy

Federated Short Tern Muni Brokerage #1 — Int/Div — Buy

First Eagle Overseas - Brokerage #1 — Int/Div

1. Janus Fund - Brokerage #1 — Int/Div

Janus Overseas - Brokerage #1 — Int/Div

Janus Mid-Cap Value - Brokerage #1 — Int/Div — Buy

Janus Mid-Cap Value - Brokerage #1 — Buy

Julius Baer Intemational Equity Brokerage #1 — Int/Div

Morgan Stanley International Equity Brokerage #1 — Int/Div

PMA Capital Common Stock Brokerage #1 — None

Schwab Money Market - Brokerage #1 — Int/Div

Sound Shore - Brokerage #1 — Int/Div

Westcore MIDCO Growth - Brokerage #1 — Int/Div — Buy

Schroder Short Tern Muni Brokerage #1 — Int/Div

Hotchkis & Wiley Large Cap Value Brokerage #1 — Int/Div — Buy

Royce Value Plus - Brokerage #1 — Int/Div — Buy

Royce Value Plus - Brokerage #1 — Buy

Third Avenue International Value Brokerage #1 — Int/Div — Buy

Third Avenue International Value Brokerage #1 — Buy

Westcore Intemational Frontier Brokerage #1 — Int/Div — Buy

Westcore Intemational Frontier Brokerage #1 — Buy

William Blair Large Growth Brokerage #1 — None — Buy

William Blair Large Growth Brokerage #1 — Buy

William Blair Large Growth Brokerage #1 — Buy

William Blair Large Growth Brokerage #1 — Buy

Baron Growth - Brokerage #2 — Int/Div

DFA US Micro Cap - Brokerage #2 — Int/Div

DFA Tax Mgd Marketwide Value Brokerage #2 — Int/Div

DFA Tax Mgd US Small Cap Value Brokerage #2 — Int/Div

Dodge & Cox Stock - Brokerage #2 — Int/Div

Federated Short Term Muni Brokerage #2 — Int/Div

First Eagle Overseas - Brokerage #2 — Int/Div — Sale

Hotchkis & Wiley Large Cap Value Brokerage #2 — Int/Div — Buy

Hotchkis & Wiley Mid Cap Value Brokerage #2 — Int/Div

Janus Fund - Brokerage #2 — Int/Div

Janus Overseas - Brokerage #2 — Int/Div

Julius Baer International Equity Brokerage #2 — Int/Div

Morgan Stanley International Equity Brokerage #2 — Int/Div

NB Fasciano - Brokerage #2 — Int/Div

Royce Opportunity - Brokerage #2 — Int/Div

Schwab Money Market - Brokerage #2 — Int/Div

Schroder Short Term Muni Brokerage #2 — Int/Div — Buy

SBC Communications Common Stock Brokerage #2 — Int/Div — Sale

US Treasury 8/15/05 - Brokerage #2 — Int/Div — Sale

US Treasury 10/15/06 - Brokerage #2 — Int/Div

Third Avenue International Value Brokerage #2 — Int/Div — Buy

Westcore Mid Cap Value - Brokerage n — Int/Div

Westcore Growth - Brokerage #2 — Int/Div

Westcore MIDCO Growth - Brokerage #2 — Int/Div

Westcore International Frontier Brokerage #2 — Int/Div — Buy

DFA One Year Fixed - Retirement #8 — Int/Div — Buy

Federated US Gov't 1 - 3 - Retirement #8 — Int/Div — Buy

Federated US Gov't 1 - 3 - Retirement #8 — Buy

Brandywine Fund - Retirement #8 — None — Buy

DFA Emerging Markets Core Equity Retirement #8 — Int/Div — Buy

DFA Emerging Markets Core Equity Retirement #8 — Buy

DFA International Value - Retirement #8 — Int/Div — Buy

DFA US Large Cap Value Retirement #8 — Int/Div — Buy

DFA US Large Cap Value Retirement #8 — Sale

DFA US Small Cap Value Retirement #8 — Int/Div — Buy

DFA US Small Cap Value Retirement #8 — Sale

DFA US Micro Cap - Retirement #8 — Int/Div — Buy

Dodge & Cox Stock - Retirement #8 — Int/Div — Buy

Dodge & Cox Stock - Retirement #8 — Sale

First Eagle Overseas - Retirement #8 — Int/Div — Buy

Hotchkis & Wiley Large Cap Value Retirement #8 — Int/Div — Buy

Hotchkis & Wiley Large Cap Value Retirement #8 — Sale

Janus Fund - Retirement #8 — Int/Div — Buy

Janus Fund - Retirement #8 — Buy

Janus Mid Cap Value - Retirement #8 — Int/Div — Buy

Janus Mid Cap Value - Retirement #8 — Buy

Janus Overseas - Retirement #8 — Int/Div — Buy

Janus Overseas - Retirement #8 — Sale

Julius Baer International Equity Retirement #8 — Int/Div — Buy

Julius Baer International Equity Retirement #8 — Sale

Morgan Stanley Emerging Markets Retirement #8 — Int/Div — Buy

Morgan Stanley Emerging Markets Retirement #8 — Buy

Morgan Stanley International Equity Retirement #8 — Int/Div — Buy

NB Fasciano - Retirement #8 — Int/Div — Buy

NB Fasciano - Retirement #8 — Buy

NB Fasciano - Retirement #8 — Sale

Royce Opportunity - Retirement #8 — Int/Div — Buy

Royce Value Plus - Retirement #8 — Int/Div — Buy

Schwab Money Market - Retirement #8 — Int/Div — Buy

Schwab Money Market - Retirement #8 — Sale

Schwab Money Market - Retirement #8 — Buy

Schwab Money Market - Retirement #8 — Sale

StoneRidge Small Cap Equity Retirement #8 — None — Buy

StoneRidge Small Cap Equity Retirement #8 — Buy

StoneRidge Small Cap Equity Retirement #8 — Sale

Third Avenue Intemational Value Retirement #8 — Int/Div — Buy

Third Avenue Intemational Value Retirement #8 — Buy

Vanguard Growth Equity - Retirement #8 — Int/Div — Buy

Westcore International Frontier Retirement #8 — Int/Div — Buy

Westcore International Frontier Retirement #8 — Buy

Westcore International Frontier Retirement #8 — Sale

Westcore MIDCO Growth Retirement #8 — Int/Div — Buy

William Blair International Growth Retirement #8 — Int/Div — Buy

William Blair International Growth Retirement #8 — Sale

William Blair Large Cap Growth Retirement #8 — None — Buy

Equitable Variable Life - Alliance Intemational — None — Buy

Duane Morris LLP Partnership Capital Account — Int/Div — note in Part VIII

Carlyle Real Estate LLP — Int/Div

Wheeler Terrace LTD — Int/Div

PNC Accounts — Int/Div

Nantucket Bank Account — Int/Div

Wescott Nova LP — None

Co-Trustee, Trust #1

Agreement — 2006 — Post-resignation return of capital. Parties: Duane Morris LLP & Gene E.K. Pratter. Capital will be returned in 2006 and 2007.

Liability — Bank Of America — Credit Card

Reimbursement — Federal Bar Association — September 2005 - Ft. Lauderdale, FL - Federal Bar Association seminar (Transportation, Food and Lodging)

Reimbursement — Attorneys Liability Assurance Society (ALAS) — June 2005 - Banff, Alberta, Canada - ALAS CLE seminar (Transportation, Food and Lodging)

Spouse's income — 2005 — PMA Capital Corporation (Sr. VP & General Counsel)

1. Section VIL. Retirement #1 was in a company Qualified Plan that was transferred to an IRA Rollover (now Retirement #8) in March, 2005.

2. Section VII. Retirement #4 was liquidiated on 9/30/05 and the proceeds distributed. The retirement plan was terminated by the company.

3. Section VII. Brokerage #1. Julius Baer International Equity (line 146) was in advertantly left off the Initial and 2004 Financial Discloure Reports. The initial

purchase was on 5/8/02. The value code was "J". There have been no additional buys or any sales since inception. The income code for total income since

inception is "B", with the type being "Dividend".

4. Section VII. DM Partnership Capital Account (line 250). As disclosed in Section II, Agreements, the Filer receives a return of capital in 2005, 2006 and 2007

In 2005, the Filer's return of capital had a value code of "M".

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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