Theodore Alexander McKee
2003
Ask Donna
Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
MOBILITY ELECTRONICS ING — BUY
MOBILITY ELECTRONICS INC — Buy
MOBILITY ELECTRONICS — BLY
NETEASE.COMI ING — BUY
SSGA TUCKERMAN REIT FUND — Int/Div — woy
TELEFON DE MEXICO — Distribution
WHOLE FOODS — BUY
WHOLE FOODS — SELL
STAPLES — Int/Div
DRESHNER RCM BIOTECH MUTUAL FUND — Int/Div
CITIZENS CORE GROWTH FUND (SEE SECT vin — Int/Div
ON JULY 2, 2002, I SOLD ALL THE SHARES | THEN OWNED OF INTEL STOCK. THE VALUE OF THE SALE WAS CODE “T* AND THE GAIN
WAS CODE "A." IN COMPLETING THIS REPORT I DISCOVERED THAT SALE WAS OMITTED FROM THE 2002 REPORT EVEN AS
AMENDED ON NOVEMBER 19, 2003. PLEASE ACCEPT THIS AS AN AMENDMENT TO THE 2002 DISCLOSURES
EXPLANATION OF MERK, INTEL, AND COCA COLA
I WOULD LIKE TO ADD A CLARIFICATION FOR MY INTERESTS IN INTEL, MERCK, AND COCA COLA. I SOLD ALL SHARES OF coca
COLA ON MARCH 3, 1999 FOR VALUE CODE "I" AND A GAIN OF "A." TSOLD ALL SHARES OF MERCK AS-REPORTED ON MY 2002
DISCLOSURE FORM ON JULY 2, 2002. HOWEVER IN THE CASE OF MERCK, INTEL AND COCA COLA, IPLACED COMPUTER ORDERS TO
SELL THE NUMBER OF SHARES 1 OWNED AT THE TIME OF THE ORDER IN THE CASE QF MERCK, INTEL AND COCA COLA. HOWEVER,
BETWEEN THE TIME THE ORDER WAS EXECUTED, AND THE TIME I PLACED IT, FRACTIONAL SHARES FOR EACH WERE DEPOSITED
TO MY ACCOUNT. THIS HAS RESULTED IN DIVIDENDS BEING PAID EACH QUARTER SINCE THE DATE OF THE SALE, AND THIS IS THE
REASON THAT I AM SHOWING DIVIDENDS IN THIS REPORT FOR MERCK, INTEL, AND COCA COLA EVEN THOUGH MY POSITION WAS
PREVIOUSLY SOLD. THE DIVIDENDS QUITE LITERALLY AMOUNT TO "PENNIES" AS THEY WERE PAID ON LESS THAN A WHOLE
SHARE AND THEREFY FALL INTO VALUE CODE "J" AND THE VALUE AT THE END OF THE APPLICABLE RERPORTING PERIODS
WOULD ALSO BE "1." IHAVE TRIED TO SELL THESE FRACTIONAL SHARES SIMPLY TO SIMPLIFY THIS REPORT BUT I CANNOT
EXECUTE A SALE FOR LESS THAN ONE SHARE. IN ADDITION, DOING SO WOULD TRIGGER A COMMISSION THAT WOULD EXCEED
THE "GAIN" FROM THE SALE. ACCORDINGLY, THESE FRACTIONAL SHARES REMAIN IN MY ACCOUNT AND CONTINUE TO GENERATE
DIVIDENDS THAT ARE MORE "NUISANCE" THAN "GAIN." HOWEVER, FOR WHATEVER VALUE IT MAY HAVE, PLEASE NOTE THAT
LAST YEAR DIVIDENDS IN THE AMOUNT OF A PENNY, EIGHT CENTS AND 20 CENTS DRIPPED INTO MY ACCOUNT EACH QUARTER
LAST YEAR FROM THESE FRACTIONAL SHARES
a
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.