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Pull out the substance of this filing.

What was filed

  • 15

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • American Bar Association
  • American Bar Association, Litigation Section
  • National Employment Lawyers Association
  • University of Melbourne Graduate Schooi of Law, Melbourne, Australia (sec NOTE 6)

As filed

Fidelity Contrafund — Int/Div

Fidelity AMT Tax-Free Money Market Fund — Distribution — Sold (part)

Fidehty Cash Management Account — Int/Div

Conn. Bond Due 06/15/10 — Interest

Fidelity Institutional Money Mkt Fund (see note 5) — Distribution — Buy

Awbury Partners (see note 1) — Distribution

Fidelity Puritan Fund — Int/Div

Fidelity Value Fund — Int/Div

Goldman Sachs — Int/Div — Sold (part)

Genzyme Corp — Int/Div

Janus Orion Fund — Distribution

Fidelity Contrafund Fund — Int/Div

Fidelity Cash Reserves — Distribution

American CenturyUlira Fund — Distribution

Trust #5

Reimbursement — American Bar Association — May 2009 — Chicago, IL — Lecture: E-Discovery Conference — lodging, meals

Reimbursement — American Bar Association, Litigation Section — June 2009 — Hot Springs. VA — Lecture: Annual Mecting — Transportation, lodging, meals

Reimbursement — National Employment Lawyers Association — June 2009 — Rancho Mirage, CA — Lecture: Annual Meeting — ansportation, lodging, meals

Income — 11/1),09 — University of Melbourne Graduate Schooi of Law, Melbourne, Australia (sec NOTE 6) — $8,239.50

NOTE |

Awbury Partners, L.P. is a large diversified investment partnership that is managed by on, overall fund manager and several investment advisors

Awbury Partners is, in effect, a privately held mutual fund. Neither the reporting perso:

r any trust in which he is a trustee controls or

determines either (1) who the fund manager or investment advisors are or (2) what investments Awbury Partners purchases or sells or when it does so. Thus,

ncither the reporting perso

IE

or trusts in which he is a trustee has any control regarding the investments of Awbury Partners. The value of

Awbury Partners’ investmei

termi d quarterly on the basis of the value of the partnerships underlying investments.

NOTE 2: P2 Capital Fund IV, L.P., is a pooled investment partnership, which is not controlled by either the reporting party or

=

wi

=

NOTE 3: Saugatuck Capital V LLC and Saugatuck Capital VI LLC are private equity partnerships, which are not controlled by either the reporting party or

The Capital Vpartnership is currently wholly invested in Femco Holdings LLC, a privately held company located in Pennsylvania, and the Capital V1 is

vested in Exocor, Inc., a Canadian corporation.

NOTE 4: Trusts ##1 and 2, which were shown on previous reports, were terminated effective as of 02/15/06 and all of the asscts (which were cash) then held by

the trusts were distributed in their entirety to the beneficiaries of the trusts, so that as of December 31, 2006, neither of these trusts existed. The other trusts will

continue to be numbered from #3 to avoid confusion with prior reports. Trust #3 was terminated effective 06/21/08 and the assets within the trust were distributed

in kind to the beneficiary of the Trust. As a result, as of December 31, 2008, Trust # 3 held no assets and nwas terminated. Trust #3 will not appear in future

reports. Trust # § will terminate in 2010.

NOTE 5: The CT Municipal Money Market was transferred electronically to Fidelity Institutional Money Market Fund in on February 11, 2009.

NOTE 6: Payment for teaching at University of Melboume was split between 2009 and 2010. The second payment of $7952.60 was made on February 17, 2010

and will be shown on next year's report. The payments differed in amount because of currency fluctuations, as the teaching stipend was based on Australian

dollars. The payment was intended to cover the reporting person's travel expenses, lodging and food

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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