S. Martin Teel
2012Annual
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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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