Carla Craig

2012Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

267
investments
1
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income

Named parties

Kudspint Magazine
Mt Kellett Capital Parmers 11 LP
Turnaround Management Association
~partnership distribution

As filed

Citibank Checking and Money Market Accounts — Interest

LP. Morgan Money Market — Interest

JP Morgan High Yield Bond Fund 3580 — Int/Div

IPM US Real Estate Income and Growth Direct LP — Distribution

5, — Int/Div

6. — Interest

JPM Floating Rate Income Fund — Int/Div

Global Access Macro LLC — None

IP Morgan Asia Equity Fund 1134 — None — Sold

JP MorganTR Fund 992 — Int/Div

JP Morgan International Currency Income Fund — None

JP Morgan Strategic Income Opportunites Fund 3844 — Int/Div

American Century Equity Income Fund 123 — Int/Div

ishares MSC All Country Asia Ex Japan Index Fund — Int/Div — Buy

Fidelity Cash Reserves — Int/Div

Fidelity Spartan NY Muni Income — Int/Div

iShares Dow Jones US Oil & Gas — Int/Div — Sold

iShares Barclays 20+ vears Treasury — Int/Div — Sold (part)

iShares Barclays 20+ vears Treasury — Buy (add'l)

iShares Barclays 20+ vears Treasury — Sold

iShares DJ US Unlities — Int/Div — Sold

Aquila Three Peaks High Income Inst — Int/Div — Buy (add'l)

Aquila Three Peaks High Income Inst — Buy (add'l)

Aquila Three Peaks High Income Inst — Sold (part)

Artisan Midcap Value — Int/Div

i".

Blackrock Global Allocation A (MDLOX) — Int/Div — Sold (part)

Blackrock Global Allocation A (MDLOX) — Sold

Blackrock Global Allocation (MALOX) — Int/Div — Sold (part)

Blackrock Global Allocation (MALOX) — Sold

Fidelity Floating Rate High Income (FFRHX) — Int/Div — Buy (add'l)

Fidelity Low Priced Stock (FLPSX) — Int/Div — Sold (part)

Fidelity Low Priced Stock (FLPSX) — Sold (part)

Fidelity Mega Cap Stock (FGRTX) — Int/Div — Buy (add'l)

Hartford Healthcare Fund (HGHAX) — None — Sold (part)

Hartford Healthcare Fund (HGHIX) — None — Sold (part)

PIMCO All Asset Fund Adm Class (PAALX) — Int/Div — Buy (add'l)

PIMCO All Asset Fund Adm Class (PAALX) — Buy (add'l)

Primecap Odyssey Aggressive Growth (POAGX) — None — Sold (part)

Primecap Odyssey Aggressive Growth (POAGX) — Sold (part)

Primecap Odyssey Stock (POSKX) — Int/Div — Buy (add'l)

Vanguard Dividend Growth (VDIGX) — Int/Div — Buy (add'l)

Vanguard Dividend Growth (VDIGX) — Sold (part)

Vanguard GNMA Admiral (VFX) — Int/Div — Buy

Vanguard High Yield Tax Exempt Admiral (VWALX) — Int/Div — Buy

Vanguard Intermediate Term Investment Grade (VFICX) — Int/Div — Sold (part)

Vanguard Intermediate Term Investment Grade (VFICX) — Sold (part)

Vanguard Intermediate Term Investment Grade (VFICX) — with line 56)

Vanguard Intermediate Term Investment Grade (VFIDX) — Int/Div — Sold

Vanguard Intermediate Term Tax Exempt (VWILX) — Int/Div — Buy

Vanguard Intermediate Term Tax Exempt (VWILX) — Buy (add'l)

Vanguard Limited Term Tax Exempt (VMLUX) — Int/Div — Buy (add'l)

Vanguard Limited Term Tax Exempt (VMLUX) — Buy (add'l)

Vanguard Limited Term Tax Exempt (VMLUX) — Sold (part)

Vanguard Short Term Investment Grade (VFSTX) — Int/Div — Buy (add'l)

Vanguard Short Term Investment Grade (VFSTX) — Buy (add'l)

Vanguard Short Term Investment Grade (VFSTX) — with line 70)

Vanguard Short Term Investment Grade (VFSUX) — Int/Div — Buy

Vanguard Short Term Investment Grade (VFSUX) — Sold (part)

iShares MSCI Germany Index (EWG) — None — Buy

iShares MSCI Austria Investable Market {EWO) — Int/Div — Buy

iShares MSC EMU Index (EZU) — Int/Div — Buy

iShares Barclays 7-10 Year Treasury Bond Fund (IEF) — Int/Div — Buy

iShares Barclays 7-10 Year Treasury Bond Fund (IEF) — Sold

iShares Dow Junes US Telecom (1YZ) — Int/Div — Buy

iShares Dow Junes US Telecom (1YZ) — Buy (add'l)

iShares Dow Junes US Telecom (1YZ) — Sold (part)

iShares Dow Junes US Telecom (1YZ) — Sold

MamStay Marketfield Fund CII (MFLDX) — Buy

MamStay Marketfield Fund CII (MFLDX) — Buy (add'l)

iShares Dow Jones US Industrial (1Y)) — None — Buy

iShares Dow Jones US Industrial (1Y)) — Sold

iShares Cohen & Steers Realty ET (ICF — None — Buy

iShares Cohen & Steers Realty ET (ICF — Sold

IShares Dow Jones US Consumer (1YC) — Int/Div — Buy

IShares Dow Jones US Consumer (1YC) — Sold (part)

IShares Dow Jones US Consumer (1YC) — Sold

iShares S&P Global Technology! (IXN) — None — Buy

iShares S&P Global Technology! (IXN) — Sold

iShares DJ US Regional Banks ETF (IAT) — Int/Div — Buy

iShares DJ US Regional Banks ETF (IAT) — Buy (add'l)

iShares DJ US Regional Banks ETF (IAT) — Sold (part)

iShares DJ US Regional Banks ETF (IAT) — Sold

iShares 11SE NARIET Mortgage Plus (REM) — Int/Div — Buy

iShares 11SE NARIET Mortgage Plus (REM) — Sold

iShares Mexico ETF — None — Buy

iShares Mexico ETF — Sold

iShares DJ US Healthcare (IHF) — Int/Div — Buy

iShares DJ US Healthcare (IHF) — Sold

iShares S&P Global Financials ETF (1XG) — None — Buy

iShares S&P Global Financials ETF (1XG) — Sold

E-Trade f’k/a WIT Capital — None

Capital Account(investment in law firm) — Interest — Buy (add'l)

Capital Account(investment in law firm) — Buy (add'l)

NY College Savings Program — None

Moderate Age Based Income Option Portfolio

NY College Savings Program — None — Distnbuted

Moderate Age Based Conservative Growth Portfolio

Vanguard Educational IRA — None

Vanguard Small Cap Index Fund Investor Shares

Vanguard Educational IRA — None

Vanguard Small Cap Index Fund Investor Shares

BlackRock CollegeAdvantage — None

BR Growth Portfolio Option A

BlackRock CollegeAdvantage — None

BR Growth Portfolio Option A

B & McG Holdings — None

Liberty Square — Sold

Shelter Venture Fund

Special Situations Technology Fund, L.P — Interest

127 — Int/Div

Savings Plan — None — Buy (add'l)

Wells Fargo Money Mkt Fund (x)

Merck common stock

Pfizer common stock

Cash Balance Plan — None — Buy (add'l)

Thrift Plan — None — Buy (add'l)

Thrift Plan — Buy (add'l)

Partners Pension Plan — None — Buy (add'l)

Supplemental Retirement Fund — None — Buy (add'l)

Hancock- Tremont Opportunity Insurance Fund — Sold (part)

Hancock- Tremont Opportunity Insurance Fund — Sold

Hancock-Pimco Vit All Asset Portfolio

Hancock-American International, Capital Research

Hancock- PIMCO Real Return Bond

Hancock-Int'1 Growth Stock fka Int'l Opportunities

Hancock-American Growth, Capital Research

Hancock-Real Estate Securities, Deutsche Asset Management

Hancock-Natural Resources, Wellmgton & RS Investments

Hancock T. Rowe Price BlueChip Growth

Hancock-Small Cap Growth, Wellington Management — Buy

Hancock-Fundamental Value, Davis Advisors — Buy

Hancock-American Growth-Income, Capital Research — Buy

Hancock-International Growth Stock, Invesco Advisers — Buy

Hancock-Money Market B

Prudential-Jenmson (v)

SP PrudentialUS Emerging Growth (y)

Prudential <Business Opp. Value (y)

Prudential-Value Fund (v)

Prudential-Diversified Bond (y)

Prudential-AST Small CapValue (v)

PrudentialGoldman Sachs Structured Small Cap (v)

Prudential-AST Marisco Cap Growth (y)

Prudential-T. Rowe Price International {y)

Prudential-American Century VP Value (v)

Prudential-Dreyfus Midcap Stock (y)

Prudential-Money Market

BlackrockMulti Mgrins DedPartners

Prudential-AST Large Cap (y)

Fidelity VIP Money Market Portfolio Service Class

AST Pimco Total Return Bond Portfolio

Common Sense Parmers-1DF LP Values

Janus Overseas Portfolio Values (v)

M Capital Appreciation Fund

M International Equity Fund

M Large Cap Growth Fund (y)

Prudential-Stock Index Portfolio

Prudential High Yield Bond Portfolio

PIMCO VIT Real Return Portfolio Admin Class (x)

PIMCO VIT Commodity Real Return Strategy Portfolio Admin

DWS Small Cap Index VIP Class B

DWS Small Cap Value VIP Class B (v)

BlackRock Value Opportunities V.1, Fund Class

Fidelity VIP Contrafund Portfolio Initial Class

Fidelity VIP Overseas Portfolio Initial Class

Franklin Global Real Estate Securities Fund Class

MFS VIT Il Value Series Initial Class

PIMCO All Asset Portfoho Administrative

T. Rowe Price Equity Income Portfolio

Royce Cap Fund Small Cap Portfolio Inv Class (xX)

Special Situation Fund 111 QP, LLP — Int/Div

Merrill Lynch Money Market — Int./y

Group Trust — None

Alpine Heritage Offshore Fund. Ltd — Buy

Blackrock Asia Pacific Partners (Offshore) Ld — Sold (part)

Blackrock Asia Pacific Partners (Offshore) SPV Lud, (x) — from line 193)

Blackrock Asia Pacific Partners (Offshore) SPV Lud, (x) — Sold (part)

Candlewood Structured Credit fund. Ltd — Buy

Chatham Asset High Yield Offshore Fund, Lud. — Buy

Cognis Fund LP — Sold (part)

Empire Capital Partners, Ltd — Buy

Energy Solutions, Inc. (x) — from line 250)

Energy Solutions, Inc. (x) — Sold (part)

Fore Multi-Strategy Offshore Fund Lid

Glazer Offshore Fund, Lid.

Golden Tree Offshore Fund Ltd

Highfields Capital IV LP

Hudson Bay Overseas Fund Lid

Indus Asia Pacific Fund Ltd

Indus Asia Pacific Distribution Holding Co. Ld — Sold (part)

Indus Asia Pacific Distribution Holding Co. Ld — Redeemed

Lakeview Opportunity Fund Lid — Sold (part)

Lone Dragon Pine LP — Sold (part)

Lone Dragon Pine LP — Redeemed

Lone Pimon Lid.

Lone Spruce LP

Mainstay Marketfield Fund — Buy

Malta Offshore. Ltd

Manatuck Hill Navigator Offshore Fund, Ine.

Millenium Intemational Lid

MKP Opportunity Offshore Ltd

0OSS Overseas LTD

Pennant Onshore Partners LP

Pennant Windward Ltd

Ramius Lehman International SPV — Sold (part)

Restoration Offshore Fund LTD — Sold (part)

Seer Capital Partners Offshore Fund Ltd.

Seix Credit Opportunities Offshore Fund Led — Redeemed

Spruce Absolute Return Fund LP — Buy

Spruce Absolute Return Fund LP — Buy (add'l)

Spruce Absolute Retum Fund (Offshore) Lad.

Spruce Global Equity Fund LP — Buy

Spruce Global Equity Fund (Offshore) Ltd

Spruce Real Assets Fund LP — Buy

Spruce Real Assets Fund (Offshore) Ltd

Steelhead Pathfinder Fund Lid — Buy

Sunbeam Opportunities Offshore SA — Redeemed

ValueAct Small Cap Intemational LP — Sold (part)

Vanguard Short Term Investment Grade Fund — Sold (part)

Woodbine Capital Fund Ltd — Sold (part)

Woodbine Capital Fund Ltd — Redeemed

York Total Return Unit Trust — Sold (part)

York Total Return Unit Trust — Redeemed

JP Morgan Trust Co. of Delaware deposit account

AutoNation common stock — None

Akami Technology common stock — None

MooreAcre/Blackacre mms REIT — None

MooreAcre/Blackacre Inc REIT — None

BCM/CHI Eden Roc. Inc. REIT — None

BCM/CHI Kapalua, Inc. REIT — None

CollegeBound Fund (Alliance-R1) — None

CBF Appreciation Portfolio Alt-AX

CollegeBound Fund (Alliance-R1) — None

CBF Appreciation Portfolio Alt-A X

Prudential Money Market — Closed

Northwestern Mutual Whole Life Ins. Policy — None

Mt Kellett Capital Partners 11 LP — Distribution — Buy (add'l)

Mt Kellett Capital Partners 11 LP — Buy (add'l)

pak) — Buy (add'l)

Director, Kudspint Magazine

Liability — Mt Kellett Capital Parmers 11 LP — Commitment to make capital contributions to imvestment himited partnership

Reimbursement — Turnaround Management Association — (teaching)

Spouse's income — 2012 — ~partnership distribution

AST Pimco Total Return Bond Portfolio (line 168 of amended 2012 report) was formerly identified as AST Pimco Total Return Bond Portfolio Values (line 202 of

2011 report)

Prudential- Stock Index Portfolio (line 174 of amended 2012 report) was formerly identified as Stock Index Fund (line 210 of 2011 report) and was erroneously

reported as sold in 2011,

PIMCO VIT Commodity RealReturn Strategy Admin Class (line 177 of amended 2012 report) was formerly identified as PIMCO VIT Commodity RealReturn

Admin Class (line 212 of 2011 report)

MFS VIT II Value Series Initial Class (line 184 of the amended 2012 report) was previously identified us MFS Value Portfolio 1 Class (line 219 of 2011 report)

Except as otherwise noted above, investments in the

Supplemental Retirement Fund marked with (y) were sold in 2011, and investments marked with (x)

were acquired in 2011,

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.