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Judicial Watch • Colleen McMahon Financial Disclosure Report for 2007

Colleen McMahon Financial Disclosure Report for 2007

Colleen McMahon Financial Disclosure Report for 2007

Page 1: Colleen McMahon Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:34

Date Created:December 12, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Colleen McMahon, McMahon, COLLEEN, Market, 2007, EPA, transactions, TRUSTS, Financial Disclosure, ICE, CIA, income, Judge


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POSIT! ONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.)  Trustee  Trust#  Trustee  Trust  Trustee  Foundation# Director 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

Date Report 
McMahon, Colleen 
08/06/2008 
III. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income l2J NONE (No reportable non-investment income.)  

 INCOME (yours, not spouse's) Spouse's Non-Investment Income I/you were married during any portion the reporting year, complete this section.
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 

SOURCE AND TYPE 2007 Morgan Stanley Co.-Deferred Compensation 

Consulting Fee Deferred Compensation 
3.2007  Emmis Communications Corp -Director Fees  
4.2007  CSG Systems Inc-Director Fee  
5.2007  Linx Partners LLC-Director Fee  
6.2007  Kohl's Department Stores Inc-Director Fee  
7.2007  Northstar Realty Finance Corp -Director Fee  

IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenL 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
12] NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 

Date Report 
McMahon, Colleen 
08/06/2008 

Date Report 
McMahon, Colleen 08/06/2008 
V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.)  
[ZJ  NONE (No reportable gifts.)  
SOURCE  DESCRIPTION  VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE  Morgan Stanley Venture Investors III (IRA)  Capital Contribution  Morgan Stanley Venture Investors  Capital Contribution Skyline Venture Partners Capital Contribution 

Date Report 
McMahon, Colleen 
08/06/2008 

VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.)  NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period ross value end reporting period  - Transactions during reporting period  

(2) 
(I) 
(3)
(2) 
(2)
(I) 
(I) 
Value
Amount 
Value 
Type (e.g., 
Date 
Value Gain
Type (e.g., 
Identity 
Place "(X)" after each asset 
Code 
Method 
buy, sell, 
Month-
Code 
Code 
Code
div., rent, 
buyer/seller
exempt from prior disclosure (A-H) int.) 
Code 
redemption) 
Day 
(A-H) 
(if private transaction) (J-P) Thornburg Ltd. Tenn Muni. Nat'! Dividend Income Gain Codes: =Sl,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,00 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00 -SI 00,000 =$100,001 -$250,000  
(See Columns and DJ) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 $25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Metbod Codes =Appraisal =Cost (Real Estate Only) =Assessment =Casb Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2) (I) 
(2)
(I) 
(I) 
(3) 
(5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  
18.  Information Associates-11,L.P.  None  

19. 
MSCP III L.P. Distribution 
20. 
McKinley Capital Realty Partners,LLC None 

300,0000) None 
Type (e.g., buy, sell, redemption) 
Terminated 
Partial Sale 
Date 
Month-
Day 

11119 
1/12 See Note 
Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction) Income Gain Codes: =Sl,000 less =S!,001 -$2,500 =$2,501 -$5,000 =$5,001. $15,000 =$15,001 -$50,000  
(See Clumns and D4) =S50,001  SI00,000 =$100,001  $1,000,000 =Sl,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50,000 =$50,001 -$100,000 =$100,001  $250,000  
(See Columns and D3) =$250,00  $500,000 =$500,001. Sl,000,000 =$1,000,001-$5,000,000 =$5,000,001  $25,000,000 =$25,000,00  $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS -income. value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2) (1) (2) (3) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  
exempt from prior disclosure  Code  div., rent,  Code  Method  
(A-H) int.)  (J-P)  Code  
(Q-W)  

Type (e.g., buy, sell, redemption) 
Partial Sale 
Date 
Month-
Day 

8/5 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 less  1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04)  F=S50,00l -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=$15,00l -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$50,000,000 "More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions anc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(1) 
(I)
(2) 
(3)
(I) 
(2) 
(5) 
Value
Type (e.g., 
Type (e.g., 
Date 
Value 
Gain
Amount 
Value 
Identity 
Place "(X)" after each asset 
Code 
Method
div., ren 
Code 
buy, sell, 
Month 
Code 
Code 
buyer/seller
exempt from prior disclosure 
Code int.) 
redemption) 
Day 
(if private 
(J-P) 
(J-P) 
(A-H) 
transaction)
(Q-W) 
52. 
Rental# (1999 None 825,000,)(2006 100,000) 

53. 
Rental# New York, NY(l 999 900,000) Rent Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,001. $15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -S100,000 =$100,001-$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns aod 03) =$2,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) ""'Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 

VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instrucrions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2) 
(I) 
(2) (2) (3) 
(4) 
(5) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  Month Code  Code  buyer/seller  
(A-H) inl)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  

transaction) 
69. 
Buy 6/22 

70. 
Buy 9/19 Income Gain Codes: =Si,000 less =$1,001. $2,500 =$2,501. $5,000 =$5,001  $15,000 =S15,00I  $50,000  
(See Columns and 04)  F=$50,001  $100,000 =SI00,001-Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001-$50,000  L=$50,001-Sl00,000 =$100,001  $250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Name Person Reporting 
Date Report
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS income, value, transactwns (Includes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(I) 
(2) 
(2) 
(4) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-ff)  Type (e.g., div., rent, int)  Value Code (J-P)  Value Method Code (Q-W)  
86.  

87. 
Martha's Vineyard Golf Partners LLC None 

88. 
Silvaris Corp Preferred None 

Type (e.g., buy, sell, redemption) 
Partial sale 
Date 
Month-
Day 

9126 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-If)  (if private  
transaction) Income Gain Codes: ,000 less =$1,001-$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001  $100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50,000 =$50,001  $100,000 =$100,001  $250,000  
(See Columns and D3) =$250,001  $500,000 =$500,001. Sl,000,000 l,000,001  $5,000,000 =$5,000,001 -$25,000,000 =$25,000,00  $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

Date Report 
08/06/2008 

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period  
(I) Amount Code (A-H)  (2) Type (e.g., div., rent, int.)  (!) Value Code (J-P)  (2) Value Method Code) (Q-W)  (1) Type (e.g., buy, sell, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction)  

103. Partial Sale 512 Income Gain Codes: =St ,000 less =St,OOt -$2,500 =$2,50 -$5,000 =$5,00t -$15,000 15,00  $50,000  
(See Columns and D4) =$50,001  S!00,000 =St00,001 -$1,000,000 =Sl,000,001  S5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=Sl5,001-$50,000 =$50,00  100,000 100,00 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001  $5,000,000 =$5,000,001 -$25,000,000 =$25,000,001-$50,000,000 =ore than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2)  U=BookValue  V=Otber  W=Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  
Place "(X)" after each asset exempt from prior disclosure  (1) Amount Code (A-H)  (2) Type (e.g., div., rent, int.)  (1) Value Code (J-P)  (2) Value Method Code (Q-W)  (1) Type (e.g., buy, sell, redemption)  (2) Date Month-Day  (3) (4) Value Gain Code Code (J-P) (A-H)  (5) Identity buyer/seller (if private transaction)  

120. 
Partial Sale 3/10 

121. 
Partial Sale 3/19 

122.  Partial Sale  12/26  
123.  Buy  1/29  
124.  Buy  12/26  
125.  Tactics  None  Buy  8/24  
126. NY-Govt 3rd Party Repo (Found #1)  Interest  Sold  7/20  
127. Morgan Checking(Foundation #1)  Interest  
I28.  Nassau Point Partners  Distribution  Terminated  5/15  See Note#  
129. Community Funding III Sub Note  Dividend  
130. Music LLC  Distribution  Partial Sale  11/26  See Note#  
131.  The EPI Companies LLC  None  
132.  Windstar Capital LLC Notes Receviable  None  
133.  Jetblue Airways Rstd Com  None  Sold  9/14  
134.  Jetblue Airways Rstd Com  None  Sold  9/14  
135.  Jetblue Airways Rstd Com  None  Sold  9/14  
136.  SFM Participation  None Income Gain Codes: 1,000 less 1,tXJI -S2,500 =S2,50 -$5,000 =$5,001 -Sl5,000 =$15,00 -$50,000  
(See Colwnns and D4) =S50,00 -SI 00,000 =$100,001 -Sl,000,000 =Sl,000,001 -S5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 100,000 100,001 -$250,000  
(See Col wnns and D3) =$250,001 -$500,000 =$500,001 -Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000  
- =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Colwnn C2) =Book Val =Other  W=Estimated  

Name Person Reporting 
Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during (including trust assets) reporting period 
(1)  
Place "(X)" after each asset  Amount  
exempt from prior disclosure  Code  
(A-H)  

(2) 
Type (e.g., 
div., rent, int.) 

Gross value end reporting period 
(1) Value Code 
(J-P) (2) (I) 
Value Type (e.g., Method buy, sell, Code redemption) 
Transactions during reporting period 
(2) Date Month Day 
(3) 
(4) 
(5) 
Value 
Gain 
Identity 
Code 
Code 
buyer/seller 
(A-H) 
(if private 
(J-P) 
transaction) 
137. 
Capital Income Builders A(IRA) Dividend 

138. 
Kinderhook 6.0 6/15/07 Interest Redemption 6/15 

139. 
NYS Env 6.7 6/15/10 Interest Income Gain Codes: =$1,000 less =Sl,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001-$50,000 =$50,001 -$100,000 =$100,001 -$250.000  
(See Columns and 03) =$250,001 -$500,000 =$500,001-Sl,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001  $50,000,000 =More thao $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Colwnn C2) =Book Value =Other =Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing ir1s1rucaons.J NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during 
Gross value end Transactions during reporting period 
(including trust assets) 
reporting period 
reporting period 
(2) 
(2) 
(2) 
(3) (5) 
Value Type (e.g., 
Amount 
Type (e.g., 
Value 
Date 
Value 
Gain 
Identity 
Place "(X)" after each asset 
Code 
Method buy, sell, 
Code
div., rent, 
Month-
Code 
Code 
buyer/seller
exempt from prior disclosure 
Code redemption) int.) 
Day 
(if private 
(J-P) 
(A-H)
(J-P) 
transaction) 
154. 
NYS Urban Dev 5.7 111127 Interest Sold 1/3 

155. 
Glen Cove Ser 5.375 J/15/10 Interest 

156. 
NYS Dormitory Oil 0/07 Interest Redemption JO/I Income Gain Codes: 1,000 less =Sl,001-$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =Sl00,001-Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000  0=$500,001 1,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 

VII. INVESTMENTS and TRUSTS -income, vatue, transacrums r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2)
(2) (I)
(2) (I) 
Place 11(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., ren int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  
171.  Thornburg CRE GWT  Dividend  

172. 
Thornburg CRE GWT Dividend 

173. 
Thornburg CRE GWT Dividend 

174. 
STIT Liq Asset(IRA) None Closed 

Date 
Month-
Day 

112 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) lncome Gain Codes: =Sl,000 less =Sl,001 -S2,500 =$2,501 -$5,000 =$5,001 -Sl5,000 =$15,001 -$50,000  
(Sec Colwnns and 04) =$50,001 -Sl00,000 =S!00,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Valu Cod 15,000 less  K=Sl5,00l -S50,000 =$50,001 -$100,000 =$!00,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -Sl,000,000 =Sl,0,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessm ent =Cash Market  
(Se Column C2) =Book Value =-Other =Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS -income, value, transacrwns r1nc1udes those spouse and dependent children; see PP 34-60 filing instrucaons.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(1) 
(1) 
(2) 
(!) 
(2) 
(5)
(4) 
Value 
Type (e.g., 
Amount 
Type (e.g., 
Value 
Value
Date 
Gain
Place "(X)" after each asset 
Identity 
Code 
buy, sell, 
Code 
Method
div., rent. 
Month-
Code 
Code 
buyer/seller
exempt from prior disclosure 
(A-H) int.) 
Code 
redemption) 
Day 
(if private
(A-H) 
188. 
NYC Transitional 5.25 11/15/11 

189. 
NYS Dormitory 5.0 2/15/11 

190. Suffolk County 5.0 2/1/09 
191. NYC Mun Water 5.8 6115129 
transaction)
(Q-W) Interest Interest Interest Interest Income Gain Codes:  A=Sl,OOOor less =Sl,001 -S2,500 =$2,501 -$5,000 =$5,001 -$15,000 15,001 -$50,000  
(See Columas and 04) =$50,001 -$100,000 =Sl00,001 -$1,000,000 =Sl,000,001-S5,000,000  H2=More than $5,000,000 Value Codes  J=$15,000 less  K=$15,001 -$50,000  L=$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03)  N=S250,00! .500,000  0=$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =S25,000,00I -$50,000,000 =More than $50,000,000 Value Metbod Codes =Appraisal =Cost (Real Estate Daly) =Assessment  T=Casb Market  
(See Columa C2)  U=Book Value =-Otber  W=Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those a/spouse and dependent children; see pp. 14-60 affilinc ins1ruc1ians.J NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets)  
Income during  Gross value end  Transactions during reporting  
reporting period  reporting period  
(I)  (2)  (I)  (I)  (2)  (3)  (4) period  
Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  
Code  div., ren  Code  Method  buy, sell,  Month- Code  Code  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  
(Q-W)  

(5) Place (X)" after each asset 
Identity exempt from prior disclosure 
buyer/seller (if private transaction) 
205. 
Emmis Broadcasting Corp (Com) None Buy 2/14 

206. 
Partial Sale 7/17 Income Gain Codes: 1,000 less =Sl,001-$2,500 =$2,50  $5,000 =$5,001 -$15,000 =$15,001  $50,000  
(See Columns and 04) =$50,001-Sl00,000 =$100,001-Sl,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001-$50,000 =$50,001  SI00,000 =$!00,001  $250,000  
(See Columns and 03) =$250,001-$500,000 =$500,001  Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2)  U=Book Value =Other  W=Estimated  

Name Person Reporting 
Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(I) (I) 
(2) 
(I) 
(4)
(2) 
(3) 
(5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  Month Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  

transaction) 
222. Buy 7/2 Income Gain Codes: 1,000 less =$1,001-$2,500 =S2,501-S5,000 =$5,001 -Sl5,000 =$15,00 -$50,000  
(See Columns and D4) =S50,001 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000  t.=$50,001 -$100,000 =$100,001 -$250,000  
(See Colwnns and D3) =S250,001-$500,000 =$500,001. $1,000,000 =$1,000,001 -$5,000,000 =S5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estima ted  

Name Person Reporting 
Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
Code  div., ren  Code  Method  buy, sell,  Month Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: l,000 less =Sl,0-0l -$2,500 =$2,50 -$5,000 45,001 -$15,000 =$15,001 -$50,000  
(See Colwnns and 04) =$50,00 -$I 00,000 =SI00,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=Sl5,00 -$50,000 =$50,001 -$100,000 =Sl00,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$50,000,000 =More ihan $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment ash Market  
(See Column C2) =Book: Value =Other =Estimated  

Date Report 
McMahon, Colleen 
0810612008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  
(1)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  

Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  
273.  Thornburg Core Growth (IRA)  Dividend  

274. STIT Liquid Asset Port M/M(Trust#2) None Closed 
Date 
Month Day 

l/2 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =Sl,000 less =Sl,001 -$2,500 =$2,501 -$5,000 =$5,00 15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 100,001 -Sl,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001-$50.000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and DJ) =$250,001 -$_l00,000 =$500,001 -Sl ,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book: Value =Other  W=Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure Identity  
Income during  Gross value end  Transactions during reporting perio 
reporting period  reporting period  
(1)  (2)  (l)  (2)  (1)  (2)  (3)  (4)  
Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  
Code  div., rent,  Code  Method  buy, sell,  Month- Code  Code  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  
(Q-W)  

buyer/seller 
(if private transaction) 
239. Buy 6115 Ioc.ome Gain Codes: =Sl,000 less =Sl,001 -$2,500 =$2,501 -$5,000 =$5,001 -$t5,000 =$15,001 -$50,000  
(See Columns and 04) =S50,001  $100,000 =Sl00,001 -Sl,000,000 =$1,000,001 -S5,000,000 =More thao $5,000,000 Value Codes =Sl5,000 less =$15,001-$50,000 =$50,001 100,000 100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -s1,ooo.ooo =$1,000,001  S5,000,000 =$5,000,001 -$25,000,000 =S25,000,00I -$50,000,000 =Mo than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other =Estima ted  

Name Person Reporting 
Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (Includes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(1)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
Code  div., ren  Code  Method  buy, sell,  Month Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (MI)  (if private  
(Q-W)  transaction)  

290. Buy 10/17 Income Gain Codes: 1,000 less =Sl,001-S2,500 =$2,50 -S5,000 =S5,00I -Sl5,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -Sl00,000 =Sl00,001 -Sl,000,000  Ill =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appra isal =Cost (Real Estate Only) =Assessment =Ca.sh Market  
(See Column C2) =Book Valu =Other =Estimated  

Name Person Reporting 
Date Report 
McMahon, Colleen 
08/06/2008 
VIL INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent c11udren; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(l)  (2)  (l)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
Code  div., ren  Code2  Method  buy, sell,  Month  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

307. 
Buy 5/21 

308. 
Buy 7/31 Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =SI 5,001 -$50,000  
(See Columns and D4) =$50,00 -$I 00,000 =$100,001 -SI,000,000  111 =SI,00-0,001 -$5,00-0,000 =More than $5,000,000 Value Codes =$15,000 orlcss =$15,001 -$50,000 =$50,001 -SI00,000 =$100,001 -$250,00-0  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =St,00-0,001 -s50000,ooo =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

Date Report 
McMahon, Colleen 
08/06/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during Gross value end 
Transactions during reporting period 
(including trust assets) 
reporting period reporting period 
(I) 
(2) (I) 
(2)
(2) 
(3) 
Place "(X)" after each asset exempt from prior disclosure 
324. Treasury Bill Due 2/1/07 

325. 
Baxter International Inc Com(X) 

326. 
Citigroup Inc Com(X) 

327. 
Johnson Johnson Inc Com(X) 

Amount 
Code 

(A-H) 
Type (e.g., div., rent, int.) 
Interest 
Dividend 
Dividend 
Dividend 
Value 
Value Type (e.g., Code 
Method buy, sell, 
Code redemption)
(J-P) (Q-W) 
Redemption 
Transferred 
Transferred 
Transferred 
Date 
Month-
Day 

211 
4/13 
4/13 
4/13 
Value 
Code 

(J-P) 
Gain Code (A-H} 
Identity buyer/seller (if private transaction) 
See Note# 
See Note# 
See Note# 
328.  Thornburg Mortgage Asset Corp Com(X)  Dividend  Transferred  4113  See Note#  
329. Bancorp Del Com(X)  Dividend  Transferred  4/13  See Note#  
330.  Wachovia Corp Com(X)  Dividend  Transferred  4/13  See Note#  
331.  Butler Cnty 4.75 Hosp (X)  None  Transferrd  4/13  See Note#  
332.  Franklin County 5.5 Health Care(X)  Interest  Transferred  4/13  See Note#  
333.  Franklin County Mtg 5.0(X)  None  Transferred  4113  See Note#  
334.  Hamilton County 5.125 Health Care (X)  Interest  Transferred  4/13  See Note#  
335.  Madison Cfts Part(X)  None  Transferred  4/13  See Note#  
336.  Ohio State Enviorn lmpt 5.625 (X)  None  Transferred  4/13  See Note#  
337.  South Zanesville Ohio 5.25(X)  None  Transferred  4113  See Note#  
338.  Summit County Health Care 5.75(X)  None  Transferred  4/13  See Note#  
339.  Wadsworth Hsg Dev Mtge 6.2 (X)  Interest  Transferred  4/13  See Note#  
340.  Manulife Financial corp Com (X)  Interest  Sold  3/7  See Note# Income Gain Codes: 1,000 less =Sl,001-$2,500 42,501 -S5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04)  F=$50,001-$100,000  G=Sl00,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001  $500,000 =$500,001. $1,000,000 =$1,000,001 -$5,000,000 =$5,000,001  $25,000,000 =$25,000,001  $50,00o,OOO =More than $50,000,000 Value Method Codes =Appraisal =