Gene Carter
2005
Ask Donna
Pull out the substance of this filing.
What was filed
0
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
VII. INVESTMEN TS and TRU STS — income, value, transactions (includes those of the spouse and dependent children. See pp. 34-57 of filing instructions)
[] NONE (No reportable income, assets, or transactions.)
A
B
C
D.
Description of Assets
Income during
Gross value at end of
Transactions during reporting period
(including trust assets)
reporting period
reporting period
m
2)
Rt)
@
m
1f not exempt from disclosure
Amount
Value
Place "(X)" after each asset
Type (e.g.
Value
Type (e.g.
2)
3)
“)
3)
exempt from prior disclosure
Code 1
div., rent,
Code 2
Method
buy, sell,
Date
Value
Gain
Identity of
(A-H)
orint.,)
ap)
‘Code 3
Month -
Code 2
Code 1
merger,
buyer/seller
QW)
redemption)
Day
d-P)
(A-H)
(ifprivate
transaction)
ee
18. FPA Capital Fund
E
Dividend
K
T
19. Hartford Capital Appreciation Fund
E
Dividend
K
|
|
|
|
|
[1
20. Oakmark Fund Class 1
Dividend
|
|
|
|
|
21. Third Avenue Value Fund
Dividend
buy
6/24
|
|
|
22. Ace Limited Bermuda
Dividend
|
|
|
|
|
|
23. Becton Dickson
Dividend
|
|
|
|
|
24. Dineen Energy Corp.
Dividend |
25. HCA Inc.
Dividend
|
|
Dividend
26. Timberwest Forest CRP Stapled
|
|
Dividend
27. Aberdeen Asia Pac. Income Fund |
|
28. Petroleum Basileiro
Dividend
|
29. Newmont Mining Corp.
Dividend
|
30. Gold Corp. Inc New
Dividend
Cl
31. U.S. Treasury Note-Int-Prot-Due
7/15/13
| Interest
32. U.S. Treasury Note-Int-Prot-Due
7/15/12
| Interest
|
33. First Eagle Gold Fund, Clase A
Dividend
|
34. Plum Creek Timber Co.
D
Dividend
J
T
1. Income Gain Codes:
A =$1,000 or less
B =$1,001 - $2,500
C=$2,501 - $5,000
D =$5,001 - $15,000
E =$15,001 - $50,000
(See Columns Bl and D4)
F=$50,001 - $100,000
G =$100,001 - $1,000,000
H1=$1,000,001 - $5,000,000
H2 =More than $5,000,000
2. Value Codes
J =$15,000 or less
K =$15,001 - $50,000
L =850,001 - $100,000
M =$100,001 - $250,000
(See Columns C1 and D3)
N=$§250,001 - $500,000
0 =5500,001 -$1,000,000
P1=$1,000,001 - $5,000,000
P2 =$5,000,001 - $25,000,000
3. Value Method Codes
£3 =$25,000,001 - $50,000,000
R =Cost (Real Estate Only)
P4 =More than $50,000,000
T <Cash Market
(See Column C2)
Q=Appraisal
V =Other
S =Assessment
U=Book Value
W =Estimated
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.