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What was filed

  • 68

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 4

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Federal Judges Association
  • U.S. Dept. Education
  • Federal Bar Council
  • Self-employed lawyer

As filed

State of Israel 12 Yr 5th Indiv. Var Rate Issue Bond(9/1/06) — Interest — Sold

State of Israel Bond - Exp. 1/01/13 — Interest

Templeton Dragon Fund — Int/Div

Templeton Global Small Cos Growth Fd C1 1 Mutual Fund — Int/Div

Mutual Qualified FD CL 2 Mutual Series — Int/Div

Chartlinks, L.P — None

Strips-tprp Pmt on 10.625 2015 T/Bond-8/15/2015 — Interest

Strips Tint-US Treasury Mat. 11/15/20 — Interest

Vanguard Windsor II Fund — Int/Div — Gift

Templeton Growth Fund Class A — None — Sold

Mutual Discovery Fund CL2 — Int/Div

Partnership Interest in Whitney-Humphrey Assc. (Note) — Distribution

U.S. Savings Bonds — Interest

Cash Value Life Insurance — Interest

Cash Value Life Insurance — Interest

Excelsior Value & Rest. Fund — Int/Div

Royce Total Return Fund — Int/Div

Schwab US Treas Money Fund — Interest

Sound Shore Fund — Int/Div

Thomburg Value Fund CL.A — Int/Div

Westport Select Cap.CL.R — Int/Div — Gift

Schwab Value Advantage Money Fund — Int/Div

Oakmark Select — Int/Div

Wells Fargo Adv S/C Value Z — Int/Div — Gift

Wells Fargo Adv S/C Value Z — Sale

Citizens Bank — Interest

Muhlenkamp Fund (Note) — Int/Div — Char.Gift

Oakmark Select Fund — Int/Div — Sale

AMR Corp. — None

Artisan Int'l Small Cap — Int/Div

Old Mutual Barrow Hanley Value Fund (Note) — Int/Div

Calamos Growth Fund - A — Int/Div — Buy

Calamos Growth Fund - A — Buy

Third Ave. Real Est. Value Fund — Int/Div

Third Ave. Intemational Value Fund — Int/Div

Buffalo Sm. Cap Fund — Int/Div — Sale

T. Rowe Price MidCap Growth — Int/Div

Ariel Apprec. Fund — None — Sold

T. Rowe Price Cap.App.Fund — Int/Div

Marsico Growth Fund — None — Buy

1Share MSCI Canada Index Fund — Int/Div

Fidelity Cash Acct — Interest

Bank of America — Interest

Vanguard Global Equity Fund — Int/Div

Vanguard Int'l. Growth Fund — Int/Div

iShares MSCI Brazil Free Index — Int/Div — Sale

iShares MSCI Brazil Free Index — Sale

Shares TR S&P Latin America — Int/Div — Sale

iShares TR S&P Latin America — Sale

Schwab Bank — None

T. Rowe Price Growth Stock Fund — Int/Div

Davis NT Venture Fd - A — Int/Div — Buy

Davis NT Venture Fd - A — Buy

Artisan Mid-Cap Value FD — Int/Div — Buy

Dodge & Cox Int'l. Stock — Int/Div

Vanguard Strategic Equity — Int/Div

Wells Fargo Adv. Small/Mid-Cap Value Fund — Int/Div

Storage Inn Ltd. — None

Arcadia Wind Fanns Energies Ltd — None

Limited Partner, Cummings Drive Family LP. — Int/Div

Mansco Intemational — Int/Div — Buy

iShares INC MSCI EMU Index Fund — Int/Div — Buy

iShares TR S&P Global Energy Sector Index Fund — None — Buy

iShares TR S&P Global Energy Sector Index Fund — None — Sold

iShares Trust DJ Select — Int/Div — Buy

Vanguard Energy Fund — Int/Div — Buy

Vanguard Energy Fund — Sold

Board Member, Federal Judges Association

Liability — U.S. Dept. Education — Student Loan

Reimbursement — Federal Bar Council — 11/22 Luncheon, New York, New York

Reimbursement — Federal Bar Council — 5/02 Dinner, New York, New York

Reimbursement — Federal Bar Council — 3/09 Reception, New Haven, Connecticut

Reimbursement — Federal Judges Association — 5/05 - 5/07 Board Meeting, Pentagon City, Virginia (hotel, food)

Spouse's income — 2006 — Self-employed lawyer

Part VII:

Line 12: Passive income from sub-chapter S corporation

Line 13: The appraisal date is 12/20/96.

Line 28: Lines 33 and 38 of 2005 Report combined.

Line 32: Funds renamed.

Lines 66 - 68 of '05 Report: No longer reportable.

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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Janet C. Hall | Frix