James Robertson
2003
Ask Donna
Pull out the substance of this filing.
What was filed
12
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Credit card N Ce ~—————im——formr————
- Unsecured credit line Co ——————————————————
As filed
Oracle Corp — None — Sell
Pfizer Inc. PFE — Int/Div
Applied Materials Inc. Delaware AMAT — None
Comcast Corp Class A CMCSA — None — Sell
Comcast Corp Cl A-SPL OMCSK — None
Morgan Stanley Dean Witter Co MWD — Int/Div
Sun Microsystems Inc SUNW — None — Sell
J.M. Smucker Co. — Int/Div — Sell
Dell Inc. DELL — Buy
Express Scripts Inc. ESRX — Buy
Medimmune Inc MEDI — Buy
Nokia Corp NOK — Buy
Credit card N Ce ~—————im——formr————
SunTrust Bank, N.A. I, Unsecured credit line Co ——————————————————
Part II WILMER, CUTLER & PICKERING RETIREMENT PLAN
The Plan provides essentially for a retiring partner to receive monthly payments for the rest of the
partner's life, provided only that the partner does not directly compete with Wilmer, Cutler & Pickering in
the practice of law.
Payments are calculated at the time of a partner's retirement and are fixed at an amount
which (annually) equals 25 percent of the partner's average annual income for the partner's last three years.
There is no occasion for upward adjustment of retirement payments, except that adjustments will be made to
reflect increases in the cos
t of living if and to the extent cumulative inflation exceeds 4 percent in a year.
There is no oc
casion for downward adjustment, except that the firm's annual obligation to all retired
The Retirement Plan has no provision for payment of
partners together is capped at 5 percent of firm income.
a lump sum in lieu of periodic payments.
Part VII INVESTMENTS AND TRUSTS
lines 6, 7 -~ A quantity of both FHL Bank Cons bonds and FHL Mtg Corp bonds were purchased on 12/6/02. They
They are correctly separated in
were incorrectly listed together as FHL Mtg Corp bonds in my 2002 report.
this report, including the sale of the FHL Bank Cons bonds on 5/12.
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.