S. Martin Teel

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

  • 408

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • via linc 48 merger
  • dividends
  • Walter Chandler Amencan Inn of Court
  • American Bankruptcy Institute
  • Bankruptcy Judges
  • Salary from U.S. Department of State

As filed

Socks are common unless marked preferred, LP. means

hited partnership

BROKERAGE ACCOUNT #1B

SEI Daily Income TrFund 138 Treas Portfolios CL B and cash — Int/Div

1o be swept therem

Abbott Labs Inc (ABT) — Int/Div — Buy

Abbott Labs Inc (ABT) — Buy (add'l)

Ametek Inc. New (AME) — Int/Div

ANSYS INC (ANSS) — None — Buy

ANSYS INC (ANSS) — Buy (add'l)

ANSYS INC (ANSS) — Buy (add'l)

Apple Computer (AAPL) — Int/Div

Aptargroup Inc. (ATR) — Int/Div — Buy (add'l)

Aptargroup Inc. (ATR) — Sold (part)

Aptargroup Inc. (ATR) — Sold

Automatic Data Processing Inc (ADP) — Int/Div — Buy

Autozone Inc.(AZO) — None

Bank Montreal Quebec (BMO) — Int/Div

Barrick Gold Corp. (ABX) — Int/Div — Sold

BCE Inc. (BCE) — Int/Div

Canadian National Railway Company (CN) — Int/Div — Sold (part)

Canadian National Railway Company (CN) — Buy (add'l)

Canadian National Railway Company (CN) — Sold (part)

Canadian National Railway Company (CN) — Sold (part)

Canadian National Railway Company (CN) — Sold

Celegene Corp (CELG) — None — Buy

CH Robmson (CHRW) — Int/Div — Sold (part)

CH Robmson (CHRW) — Sold (part)

Check Point Software Tech LT ORD (CHK) — None — Sold (part)

Check Point Software Tech LT ORD (CHK) — Sold

Chevron Corp. (CVX) — Int/Div — Sold

Church & Dwight Co, Inc. (CHD) — Int/Div — Buy (add'l)

Clean Harbors Inc. (CLH) — None — Sold (part)

Cognizant Tech. Solutions Corp. (CTSH) — None — Buy (add'l)

Cognizant Tech. Solutions Corp. (CTSH) — Sold (part)

Cognizant Tech. Solutions Corp. (CTSH) — Sold (part)

Cognizant Tech. Solutions Corp. (CTSH) — Sold

Cummins Inc. (CMD — Int/Div — Sold (part)

Cummins Inc. (CMD — Sold

Danaher Corp. Del. (DHR) — Int/Div — Buy (add'l)

Danaher Corp. Del. (DHR) — Buy (add'l)

Dominion Res. Inc. Va. New (D) — Int/Div

Ecolab Inc. (ECL) — Int/Div — Buy (add'l)

Emerson Electric Co. (EMR) — Int/Div — Sold

Express Scripts Inc C1 A — None — Buy

Express Scripts Inc C1 A — with line 49)

Express Scripts Hldg — None — Open — via linc 48 merger

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

Factset Research Systems (FDS) — Int/Div — Buy (add'l)

Factset Research Systems (FDS) — Sold (part)

Factset Research Systems (FDS) — Sold

FirstEnergy Corp — Int/Div — Buy

FirstEnergy Corp — Sold

Fiserv Inc (FISV) — None — Buy

Healthcare REIT Inc. (HCN) — Int/Div — Buy (add'l)

Healthcare REIT Inc. (HCN) — Buy (add'l)

Return of capital — Distribution

Capital gam distribution — Distribution

Henry Schein Inc. (HSIC) — None — Buy (add'l)

Humana Inc. (HUM) — Int/Div — Sold (part)

Humana Inc. (HUM) — Sold (part)

Humana Inc. (HUM) — Sold

IBM Corp. (IBM) — Int/Div

Idexx Labs Inc. (IDXX) — None

Intuit {INTU) — Int/Div — Buy

Intuit {INTU) — Buy (add'l)

IM Smucker Co. (SIM) — Int/Div — Buy (add'l)

Kirby Corp. (KEX) — None — Sold (part)

Kirby Corp. (KEX) — Sold (part)

Laboratory Corp America Hidgs — None — Buy

Laboratory Corp America Hidgs — Sold

McCormick & Co Inc Non-Voting (MKC) — Int/Div — Buy

McCormick & Co Inc Non-Voting (MKC) — Buy (add'l)

McDonald's Corp. — Int/Div — Buy (add'l)

Newmont Mining Corp. (NEM) — Int/Div — Sold (part)

Newmont Mining Corp. (NEM) — Sold

Nextera Energy Inc (NKE) — Int/Div — Buy

Nike Inc. Class B Common (NKE) — Int/Div

Norfolk Southern Company — Int/Div — Buy (add'l)

Norfolk Southern Company — Sold

Novo Nordisk ADR (NVO) — Int/Div

Oracle Corp. (ORCL) — Int/Div — Sold (part)

Oracle Corp. (ORCL) — Sold

Praxair Inc. (PX) — Int/Div

Public Storage Inc. (PSA) — Int/Div — Buy (add'l)

Questar Corp. (STR) — Int/Div — Sold (part)

Roper Inds. Inc. New (ROP) — Int/Div — Buy (add'l)

Ross Stores Inc Com (ROST) — Int/Div — Buy

Sigma Aldrich Corp. (SIAL) — Int/Div

Southern Co. (SO) — Int/Div

Stericyele Inc. (SRCL) — None — Buy (add'l)

Stericyele Inc. (SRCL) — Buy (add'l)

Teradata Corp (TDC) — None — Buy

Teradata Corp (TDC) — Buy (add'l)

Factset Research Systems (FDS) — Int/Div — Sold

Thermo Fisher Scientific Inc. (TMO) — Int/Div — Buy (add'l)

Toro Co (TTC) — Int/Div — Buy

Toronto Dommion Bk Ont. (TD) — Int/Div — Buy (add'l)

Trimble Nav. Ltd. (TRMB) — None — Buy (add'l)

Trimble Nav. Ltd. (TRMB) — Buy (add'l)

United Technologies Corp. (UXT) — Int/Div — Buy (add'l)

United Technologies Corp. (UXT) — Sold (part)

WW Gramger Inc. (GWW) — Int/Div — Buy (add'l)

Ridgeworth L/C Value Equity Fund — Int/Div — Open

Ridgeworth L/C Value Equity Fund — Buy (add'l) — dividends

Ridgeworth L/C Value Equity Fund — Sold (part)

ING Mut. Funds Intl. Small Cap Growth Fd. Cl. BINTKLX) — Int/Div — Sold (part)

ING Mut. Funds Intl. Small Cap Growth Fd. Cl. BINTKLX) — Sold (part)

ING Mut. Funds Intl. Small Cap Growth Fd. Cl. BINTKLX) — Sold (part)

ING Mut. Funds Intl. Small Cap Growth Fd. Cl. BINTKLX) — Sold (part)

ING Mut. Funds Intl. Small Cap Growth Fd. Cl. BINTKLX) — Sold (part)

ING Mut. Funds Intl. Small Cap Growth Fd. Cl. BINTKLX) — Sold (part)

ING Mut. Funds Intl. Small Cap Growth Fd. Cl. BINTKLX) — Sold (part)

ING Mut. Funds Intl. Small Cap Growth Fd. Cl. BINTKLX) — Sold

Dallas TX Iudpt. Sch. 5% dtd. 02/15/04 due 0222/15/23 — Interest

Delaware St. 5%15 GO due 0801/15 — Interest

El Paso Co, Colorado Sch. Dist. Rev. 5% due 12/18/16 — Interest

Horry Cnty S.C. Sch. 5% Genl Oblig due 03/01/12 — Interest — Redeemed

Pennsylvania St. Tpk. 5.25%14 Rev. due 12/01/14 — Interest

Port Olympia, Washington 5.5% due 12/0116 — Interest

Princeton NJ Regl. Sch. Dist. Rev. did 07/03/09 4.000% due — Interest

02/0108

San Francisco Gen Oblign Dd 02/13/07 5% 06/15/13 Callable — Interest — Redeemed

South Portland ME School Dist. Rev 05-30-2012 4% 7-15-2021 — None — Buy

Upper Merion PA Sch. Dist. Rev, 5% due 02/18/18 — Interest

Washington St. Gen. Oblig. dd 07/26/2005 $0000 due — Interest

07/0172020

BROKERAGE ACCOUNT NO. 2

SEI Daily Inc. Trfund ~~ Treas Portfolios CIB & Cash to be — Int/Div

swept therein

Abbott Labs Inc — Int/Div — Buy

Ametek Inc New (AME) — Int/Div

Apple Computer (AAPL) — Int/Div

Aptar Group Inc. (ATR) — Int/Div — Buy (add'l)

Aptar Group Inc. (ATR) — Sold (part)

Aptar Group Inc. (ATR) — Sold

Automatic Data Processing Inc — Int/Div — Buy

Barrick Gold Corp. (ABX) — Int/Div — Sold

BCE Inc. (BCE) — Int/Div

Becton Dickinson & Co. (BDX) — Int/Div — Sold

Canadian Natl. R. Co. (CNI) — None — Sold (part)

Canadian Natl. R. Co. (CNI) — Sold

Canadian Natl. R. Co. (CNI) — Buy

Canadian Natl. R. Co. (CNI) — Sold

Celegene Corp — None — Buy

C.H. Robinson Worldwide New (CHRW) — Int/Div — Sold (part)

Check Pont Software — None — Buy

Check Pont Software — Sold

Clean Harbors Inc — None

Cummins Inc — Int/Div — Sold

Dominion Res. Inc. VA (D) — Int/Div

Ecolab Inc. (ECL) — Int/Div

EQT Corp. (EQT) — Int/Div — Sold (part)

EQT Corp. (EQT) — Sold

Express Scripts Inc. (ESRX) — None — with line 165)

Express Scripts Hldg (acquired via merger) — None — Buy (add'l)

RITES — Sold

Fastenal Corp. (FAST) — Int/Div

Fiserv Inc (FISV) — None — Buy

Hansen Natural Corp. (HANS) — None — Closed

Name changed 01/09/12 10 Monster

Beverage (see below) (so "closed" mn that Sense)

Health Care REIT Inc. (HCN) — Int/Div

Humana Inc. (HUM) — Int/Div — Sold (part)

Humana Inc. (HUM) — Sold (part)

Humana Inc. (HUM) — Sold (part)

Humana Inc. (HUM) — Sold

IBM Corp — Int/Div

Idexx Labs Inc. (IDXX) — None

Intuit (INTU) — None — Buy

Kirby Corporation (KEX) — None — Sold

McDonald's Corp. (MCD) — Int/Div

Monster Beverage Corp. {name change for Hansen Natural) — None — Open

Open" only in that sense of a name change.) — Sold (part)

Open" only in that sense of a name change.) — Sold

Newmont Mining Corp. Com. (NEM) — Int/Div — Sold (part)

Newmont Mining Corp. Com. (NEM) — Sold

Nextera Energy Inc. (NEE) — Int/Div — Buy (add'l)

Novo Nordisk ADR (NVO) — Int/Div

Nuance Communications, Inc. (NUAN) — None

Oracle Corp. (ORCL) — Int/Div — Sold

Praxair Inc. (PX) — Int/Div — Buy (add'l)

Praxair Inc. (PX) — Buy (add'l)

Public Storage Inc. (PSA) — Int/Div — Buy

Roper Indus. Inc. (ROP) — Int/Div — Buy (add'l)

Ross Stores Inc Com (ROST) — Int/Div — Buy

Stericycle Inc (SRCL) — None — Buy

Teradata Corp (TDC) — None — Buy

Thermo Fisher (TMO) — Int/Div — Buy (add'l)

Toro Co (TTC) — Int/Div — Buy

United Technologies Corp. (UTX) — Int/Div

WW Grainger Inc. GWW) — Int/Div

El Paso County, Colorado Sch. Dist. revenue £9 Due 12/15/16 — Interest

Maine St. Muni Bond Bank Rev. Bond 5% 10 1/4/0120 — Interest

Md. St. Health & HEFA RV Medlantic: Helix FSA Issue A BE — Interest — Sold (part)

OID 96.149 5% cpu. 4.750% due 08/15/28

Pa. State 5%16 GO due 11/01/16 — Interest

Pa State GO S.000% due 10/01/22 — Interest

MUTUAL FUND HELD WITH MUTUAL FUND CO. DIRECTLY

Fidelity Puritan Fund — Int/Div

capital gain distribution — Distribution

SECURITIES LITIGATION RETURN OF CAPITAL

Real Estate Assocs. LP VI Litign — Distribution — Closed

BANK ACCOUNTS:

Wells Fargo money mkt. Acct — Interest

Wells Fargo {Wachovia Bank) checking account — Interest

State Dept. Fed. Credit Union — Interest

Justice Dept. FCL — Interest

INTERESTS AS LIMITED PARTNERS OR AS A RESULT OF SUCH

Pioneer Natural Resources Co. (PXD) — Int/Div

Real Estate Assocs, Lid. VIL.P — istnbution

IRA ACCOUNT NO. 1 — Int/Div

225. — Interest

SEI Daily Income TRFUND 138 Treas Portfolios CL B

Ametek Inc New — Buy

Ametek Inc New — Sold (part)

ANSYS INC — Buy

Chevron Corp — Buy

Chevron Corp — Sold

Church & Dwight Inc — Buy

FirstEnergy Corp — Buy

FirstEnergy Corp — Sold

Intuit — Buy

Stenicycle Inc — Buy

Target Corp bond 3.875% 07/15/2020 — Buy

Microchip Tech — Buy

Microchip Tech — Sold

FHLB 2.180% due 11/16/18 — Redeemed

Kirby Corp. (KEX) — Sold

Questar Corporation — Sold

IRA ACCOUNT NO. 2: — Int/Div

244 — Interest

SEI Daily Income TRFUND 138 Treas Portfolios C1 B

Baxter International 5.9% Bond due 0901/16

Becton Dickinson & Co. (BCX)

Becton Dickinson & Co. (BCX) — Sold (part)

Becton Dickinson & Co. (BCX) — Sold

Church & Dwight — Buy

Citrix Sys Inc — Buy

Citrix Sys Inc — Sold

Express Scripts Inc — with line 254)

Express Scripts Hldg — Open

FirstEnergy Corp — Buy

FirstEnergy Corp — Sold

Henry Schem Inc. (HSIC)

McCormick & Co. Inc Non Voting — Buy

Nike Inc Class B — Buy

Nike Inc Class B — Sold

Oracle Corp. Com. (ORCL) — Sold

Teradata Corp — Buy

Trimble Nav. Ltd. — Buy

INSURANCE POLICIES (CASH SURRENDER VALUES)

Mass Mutual Life Ins, Co. — Int/Div

Mass. Mutual Life Ins. Co. — Int/Div

General American Life Ins. Co. — None

REAL PROPERTIES.

House No. 1 ("0/C") in Chesterfield Co. Va. — Rent

Assessed at 100% of value, at $161,600 as of 01/012013

House, Richmond, Va. Assessed on June 25, 2012. — Rent

at 100% of value as of 01/01/2013 at $165.000

House, Property No. 2 in Chesterfield Co. Va. — Reat

Assessed January 1, 2013, at $177,000 at 100% of value

VESTED PARTIAL REMAINDERMAN INTEREST IN TRUSTS

IkUSI #1 — Int/Div — Open

The value code of L on opening is the value of our interest

in the trust. which was one-third of the trust,

Cash — Sold (part)

This cash came from sales of the money mkt account or from — Sold (part)

dividends and proceeds of sales of other Assets, — Sold (part)

The trustee did not provide the dates of sales of money — (part)

Nome of the sales of money mkt, acct — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

FEDERATED MONEY MKT TRSY OBLIGSD FFS — Closed

Cash received in account ordinarily swept into this money

mkt account (unless distributed). That is to say,

dividends and sales proceeds of other assets if not

distributed, were used to purchase add'l shares of this

of this money mkt. account

Money mkt. funds were sold if needed

to provide sufficient funds to make the cash distributions

appearing above. Trustee did not provide the dates of sales

and purchases of money mkt. acct. funds

the money mkt. funds generated a gain

DOUBLELINE FDS TR TOTAL RETURNBDFDCL 1 — Sold (part)

FEDERATED EQUITY FDS STRATEGIC VALUE FD CL INSTL — Sold (part)

FEDERATED EQUITY FDS STRATEGIC VALUE FD CL INSTL — Sold (part)

FEDERATED EQUITY FDS STRATEGIC VALUE FD CL INSTL — Buy (add'l)

FEDERATED EQUITY FDS STRATEGIC VALUE FD CL INSTL — Distnbuted

FORUM ABSOLUTE STRATEGIES FD INSTL CL — Sold (part)

FORUM ABSOLUTE STRATEGIES FD INSTL CL — Sold

HARBOR FD CAP APPREC'N FD INSTL CL — Sold (part)

HARBOR FD CAP APPREC'N FD INSTL CL — Sold

MANNING & NAPIER FDS WORLD OPPTYSSERCL A — Sold (part)

MANNING & NAPIER FDS WORLD OPPTYSSERCL A — Sold

NEUBERGER BERMAN INCOME FDS HIGH INCOME BD FD CL INSTL — Sold (part)

NEUBERGER BERMAN INCOME FDS HIGH INCOME BD FD CL INSTL — Sold

OPPENHEIMBER FDS DEVELOPING MKTSINSTLFDCLY — Sold (part)

OPPENHEIMBER FDS DEVELOPING MKTSINSTLFDCLY — Sold

PIMCO FDS EMERGING LOCAL BD FD INSTL CL — Sold (part)

PIMCO FDS EMERGING LOCAL BD FD INSTL CL — Sold (part)

PIMCO FDS EMERGING LOCAL BD FD INSTL CL — Sold

PIMCOM FDS INVT GRADE CORP FD INSTLCL — Sold (part)

PIMCOM FDS INVT GRADE CORP FD INSTLCL — Sold

PIMCO FDS LOW DURATION FD INSTL CL — Sold (part)

PIMCO FDS LOW DURATION FD INSTL CL — Sold

SCHRODER FDS US SMALL & MIDCAP OPPTYS FD IV — Sold (part)

SCHRODER FDS US SMALL & MIDCAP OPPTYS FD IV — Sold

PRICE T ROWE FDS LARGE-CAP GROWTH FD INSTL CL — Sold (part)

PRICE T ROWE FDS LARGE-CAP GROWTH FD INSTL CL — Sold (part)

PRICE T ROWE FDS LARGE-CAP GROWTH FD INSTL CL — Distnbuted

VANGUARD SCOTTSDALE FDS MTG- BACKED SECS INDEX FD CL SIGNAL — Sold (part)

VANGUARD SCOTTSDALE FDS MTG- BACKED SECS INDEX FD CL SIGNAL — Sold

WASATACH FDS IST SOURCE LONG/ SHORT FD — Sold (part)

RE¥S — Sold

RIDGEWORTH FD - INTERMEDIATE BD I SHS #RGCF — Sold (part)

RIDGEWORTH FD - INTERMEDIATE BD I SHS #RGCF — Sold

RIDGEWORTH FD - LARGECAP VALUE EQUITY I SHS #rgdR — Sold (part)

RIDGEWORTH FD - LARGECAP VALUE EQUITY I SHS #rgdR — Sold (part)

RIDGEWORTH FD - LARGECAP VALUE EQUITY I SHS #rgdR — Distnbuted

RIDGEWORTH FD-SHORT TERM BD SHS #RGCX — Sold (part)

RIDGEWORTH FD-SHORT TERM BD SHS #RGCX — Sold

RUST H — Int/Div — Open

The value code of L on opening is the value of our interest

in the trust. which was a one-third interest

Cash — Sold (part)

This cash came from sales of the money mkt. account or from — Sold (part)

dividends and proceeds of sales of other Assets, — Sold (part)

The trustee did not provide the dates of sules of money — Sold (part)

None of the sales of money mkt, acct — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

funds generated a gain — Sold (part)

FEDERATED MONEY MKT OBLIGS TR TRSY OBLIGS INSTL CL #68 FFS — Closed

Cash received in account ordinarily swept imo this money

mkt. account (unless distributed). That is to say,

dividends and sales proceeds of other assets if not

distributed, were used to purchase add'l shares of this

of this money mkt. account

Money mkt. funds were sold if needed

to provide sufficient funds to make the cash distributions

appearing above, Trustee did not provide the dates of siles

and purchases of money mkt. acct. funds

None of the sales of the money mkt. funds generated a gain,

ABERDEEN EQUITY LONG SHORT-I — Buy

ABERDEEN EQUITY LONG SHORT-I — Sold (part)

ABERDEEN EQUITY LONG SHORT-I — Sold

FEDERATED EQUITY FDS STRATEGIC VALUE FD CL INSTL — Sold (part)

FEDERATED EQUITY FDS STRATEGIC VALUE FD CL INSTL — Sold (part)

FEDERATED EQUITY FDS STRATEGIC VALUE FD CL INSTL — Sold (part)

FEDERATED EQUITY FDS STRATEGIC VALUE FD CL INSTL — Distnbuted

FORUM FDS ABSOLUTE STRATEGIES FD INSL CL — Sold (part)

FORUM FDS ABSOLUTE STRATEGIES FD INSL CL — Sold (part)

FORUM FDS ABSOLUTE STRATEGIES FD INSL CL — Sold

HARBOR CAP APPRECIATION — Buy

HARBOR CAP APPRECIATION — Sold (part)

ARO. — Sold

MANNING & NAPIER FDS WORLD OPPTYS SERCL A — Sold (part)

MANNING & NAPIER FDS WORLD OPPTYS SERCL A — Sold (part)

assy — Sold

OPPENHEIMER FDS DEVELOPING MKTSINSTLFDCLY — Sold (part)

OPPENHEIMER FDS DEVELOPING MKTSINSTLFDCLY — Sold (part)

OPPENHEIMER FDS DEVELOPING MKTSINSTLFDCLY — Sold

PIMCO FDS COMMODITY REALRETURN STRATEGY INSTI — Sold

PIMCO FDS PAC INVT MGMT SER INVTGRADECORP BD FD INSTL CL — Sold (part)

PIMCO FDS PAC INVT MGMT SER INVTGRADECORP BD FD INSTL CL — Sold

PIMCO FDS LOW DURATION FD INSTL CL — Sold (part)

PIMCO FDS LOW DURATION FD INSTL CL — Sold

SCHRODER FDS US SMALL & MIDCAP OPPTYS FD IV — Sold

T ROWE PRICE FDS LARGE-CAP GROWTH FD INSTL CL — Sold (part)

T ROWE PRICE FDS LARGE-CAP GROWTH FD INSTL CL — Sold (part)

T ROWE PRICE FDS LARGE-CAP GROWTH FD INSTL CL — Sold (part)

T ROWE PRICE FDS LARGE-CAP GROWTH FD INSTL CL — Distnbuted

TEMPLETON INCOME TR GLOBAL BDFD ADVISOR CL — Sold (part)

TEMPLETON INCOME TR GLOBAL BDFD ADVISOR CL — Sold

WASATCH-1ST SOURCE LONG SHORT — Buy

WASATCH-1ST SOURCE LONG SHORT — Sold (part)

WASATCH-1ST SOURCE LONG SHORT — Sold

RIDGEWORTH FD-INTERMEDIATE BD 1 SHS #RGIM — Sold (part)

RIDGEWORTH FD-INTERMEDIATE BD 1 SHS #RGIM — Sold (part)

RIDGEWORTH FD-INTERMEDIATE BD 1 SHS #RGIM — Sold

RIDGEWORTH FD-LARGECAP VALUE EQUITY SHS #RGD4 — Sold (part)

RIDGEWORTH FD-LARGECAP VALUE EQUITY SHS #RGD4 — Sold (part)

RIDGEWORTH FD-LARGECAP VALUE EQUITY SHS #RGD4 — Sold (part)

RIDGEWORTH FD-LARGECAP VALUE EQUITY SHS #RGD4 — Distnbuted

RIDGEWORTH FD-SEIX FLTG RT HIGH INCM SHS #RGC) — Sold (part)

RIDGEWORTH FD-SEIX FLTG RT HIGH INCM SHS #RGC) — Sold

RIDGEWORTH FD-SHORT TERM BD SHS #RGCX — Sold (part)

RIDGEWORTH FD-SHORT TERM BD SHS #RGCX — Sold

INTEREST IN MUTUAL LIFE INSURANCE COMPANY

Gen. Amer. Mut. Holding Co.: Membership Interest — Distribution — Closed

Distribution this year from liquidation of company

final distribution). Treated as capital gain for tax

purposes which is why gain of A is listed in Column (4),

INTEREST IN SETTLEMENT FUND

AOL Time Warner, Inc. Securities & ERISA Litigation — None

Settlement Fund. Uncertain when final distribution

will occur or whether it has already occurred.”

Member, Executive Commuttee, Walter Chandler Amencan Inn of Court

Reimbursement — American Bankruptcy Institute — 0802/12 10 08/03/12 — Cambridge, MD — Spoke on educational program — Transportation, hotel, meals.

Reimbursement — Bankruptcy Judges — meeting; annual Natl Cont of Bankr. Judges meeting

Spouse's income — 2012 — Salary from U.S. Department of State

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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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