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Judicial Watch • George A. OToole – 2010

George A. OToole – 2010

George A. OToole – 2010

Page 1: George A. OToole – 2010

Category:Federal Judges

Number of Pages:15

Date Created:September 13, 2013

Date Uploaded to the Library:December 02, 2014

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Government Act 1978 FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report OToole, George U.S. District Court 
05/12/2011 Title (Article IlI judges indicate active senior status; 5a. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full- part-time) Nomination, Date 01/01/2010 
District Judge (Active) Initial Annual Final 
12/31/2010 
 
5b. Amended Report Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance John Joseph Moakley United States Courthouse with applicable laws and regulations. Courthouse Way, Suite 4-730 Boston, 02210 
Reviewing Officer 	Date 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. ~Reponlnginaivlduat on~y; seepS. 9-13 off!ling instructions.) 	NONE reportable positions.) POSITION NAME ORGANIZATION/ENTITY 
Trustee 	Trust 
 
 
II. AGREEMENTS. m~,o~ing inaiviauat o,ty; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) DATE PARTIES AND TERMS 
 
 
OToole, Geor.qe 
 
Name Person Reporting Date Report 
 
05/12/2011 
III. NON-INVESTMENT INCOME. (Reporting individual andspouse; seepp. 17-24 filing instructions.) Filers Non-lnvestment Income NONE (No reportable non-investment income.) DATE SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-lnvestment Income -if 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.) DATE SOURCE AND TYPE 
1.2010 Enterprise Bank, Lowell (directors fees) 
2.2010 Raytheon Company (employment) 
 
 
IV. REIMBURSEMENTS --transportation, lodging, food, entertainmenL 
(Includes those spouse and dependent children, see pp. 25-27 off!ling instructions.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED American Conference February 25-26,2010 New York, New York Employment Transportation, lodging and meals Institute Discrimintation Seminar GIFTS. aneludes ,hose spouse and dependent children; see pp. 28-3l filing instructions.) 
NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 
VI. LIABILITIES. aneludes those spouse and dependent children; seepp. 32-33 f!ling instructions.) 
NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 
 
OToole, George 	05/12/2011 
VII. INVESTMENTS and TRUSTS -income, va~ue, ...... tions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) B. 
 
Description Assets income during Gross value end Transactions during reporting period (including t~st assets) reporting period reporting period 
(1) (2) (1) (2) (13 (2) (3) (4) (5) Place (X) after each asset Amount Type (e.g., Value Value Type Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy sll~ mm/dd/yy Code2  Code bu~,er/seller 
(A-H) int.) (J-P) .... Code ied~inptib~) (J-P) (A-H) (if private (Q-W) transaction) Company common Dividend 	See note Part VIII. 
Same Dividend Buy 12/23/10 
Same Dividend Buy 04/07/10 
Absolute Strategies Fund Dividend 
Same Dividend Buy 07/01/10 
Same Dividend 
Allianz NFJ Intl Valaue Fund Dividend Buy 12/23/10 
Same Dividend Buy 12/23/10 
Same Dividend Buy 12/27/10 
 
10. 
Apache Corp. common Dividend 
 
11. 
Same Dividend 
 
12. 	 
Same Dividend Sold 07/01/10 (part) 
 
13. 
Apple common None 	Buy 12/27/10 
 
14. 
Artio Intl Equity None 	Sold 04/07/10 
 
15. 
Bank America deposit accounts Interest 
 
16. 
BHP Billiton ADR Dividend 
 
17. 
Same Dividend i~me Gain codes: ~$11000 less =$1~01, $2~500 =$2,501 $5;000 =55,001 $1S,000 =$15,001- 550,000 (SeeColunmsBlandlM) F=$50,001-$I00,000 ..... .... G=$1601001:$1,0001000 HiL~ilbbOib~i~$~;600i0b:o H2=Morethan$5;ooo, ooo 
 ValueCodes =$15,000 less K~$~5,00~ -550,000 L~536~ 00000 M=5~0000~ -$250000 
PI=$1 000 001 000000 
 
 
(See Columns and D3) =$250,001 $500,000 =$500,001 $1,000,000 =$5,000i001 $25,000~000 =525,000,001 550,000,000 --Mbr~ than, $50,000,000 
 value Method Codes =Appraisal =Cost (Reai Estate Only) --Assessment --Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
 
 
05/12/2011 
VII. INVESTMENTS and TRUSTS -i.eome, valae, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Gross value end .... Transactions during reporting period (includ trust asset~) reporting perird~ reporting period (1)-(2) (1) (2) (1) (2) (3) (4) (5) Identity 
Description Assets Income during 
Place (X) after each asset Aniountl Type (e.g., Value ValUe Type (e.g., Date  Value Gain exempt from prior disclosure Code div.~ rent, Code Method buy, sell, .... mrrddd/yy Code Code buyer/seller (A-H) int.) (J-P) (A-H) (if private (Q-W) transaction) 
18. 
 Same Dividend 	Buy 04/07/I 
 
19. 
BMC Software common None 20, PLC None Buy 04/07/10 
 
 
21. 	 
Sold 06/02/10 
 
22. Industries common Dividend Spinoff 04/05/10 See note Part VIII. (from line 134) 
 
23. 
Cisco Systems common None 	Sold 12/27/10 
 
24. 
CVS Caremark common Dividend 	Sold 07/01/10 
 
 
(part) 
25. 	 
Same Dividend Sold 07/01/10 
(part) 
 
 
26. 	 
Sold 12/23/10 
 
27. 	 
Same Dividend Sold 04/07/10 
(part) 
 
 
 
128. 	Sold 07/01/10 (part) 
29. Dentsply Int common Dividend 30, Diageo ADR Dividend 
31. 
Dreyfus Instl. Cash Adv Fund Interest 
 
32. 
Same Interest 
 
33. 	 
Same Interest Sold 04/07/I 
(part) 
 
 
 
,34. Enterprise Bank Trust Co. common Dividend =$5,001 $15,000 =$15,001 $50,000 lncom~ Gain codes: 	A=$1i000 les~ B~$1,001. $2i500 =$2,501 $5,000 
(See Columns and D4) =$50,001 $100,000 =$100,001 $1,000,000 =$1;000,00i $3,060,000 =More than $5~000~000 Value Codes =$15,000 tess --S] 5;00i $S0,000 :$5o,oo] $~oo;ooo =$~00,00~ $250,000 
(See Columns and D3) =$250,001 $500,000 =$500 001 000 000 Pi--$1,O00,OoI $5~000~000 =$5,000,001 $25,000,000 Value Method Codes =$25,000,001 $50,000,000 =Appraisal =Cost (Real Estate Only) =More than $50,000,000 --Assessment =Cash Market 
(See Colurrm C2) =Bo0k Value V--0ther =Estimated 
 
OToole, George 05/12/2011 
VII. INVESTMENTS and TRU STS -i.co~e, vulue, tru.sue,io.s a.cludes those .... and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
35. Same Dividend 
36. 37. EQT Corp. common Equity Residential SBI Dividend Dividend Sold (part) 07/01/10 
38. Same Dividend 
39. Same Dividend 
140. Exelon Corp. common Dividend 
41. Same Dividend 
142. Expeditors Intl Washington common Dividend 
43. Exxon Mobile common Dividend 
44. Fidelity Inst Money Market fund Interest 
45. Same Interest 
46. Franklin Intl Small Cap Growth Fund Dividend Buy 03/04/10 
47. Same Dividend Buy 03/04/10 
48. Same Dividend Buy 04/07/10 
49. Frontegra Netols Small Cap Value Fund Dividend Buy 03/04/10 
50. Same Dividend Buy 04/07/10 
51. General Dynamics common Dividend Buy 04/07/10 =$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 =$1,000,00 $5,000,000 t-12 =More than $5,000,000 Value Codes =$15,000 less =$15,001 $50,000 =$50,001 I00,000 =$100,001 $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 Value Method Codes =$25,000,001 -$50,000,000 =Appraisal =Cost (Real Estate Only) =More than $50,000,000 =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Name Person Reporting 	Date Report 
OToole, George 	05/12/2011 
VII. INVESTMENTS and TRU -i, come, valae, transactions (Includes those ....and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 	B.C 
Description Assets 	Income during Gross value end 
(including trust assets) reporting period reporting period 
(1) (2) (1) (2) (1) (2) .... (3) (4) (5) 
Place (X) aider each asset 	Amount Type (e.g., Value Value Type (e.g,, Date, .., Value Gain Identity  buyer/seller 
exempt from prior disel0sure Code div., rent, Code Method buy, sell, mm/dd/~ Code Code (A-H) int.) (J-P) Code redemption) O:P) (A-I-Y) (if private (Q-W) 
transaction) 
52. Hussman Strategic Growth Fund Dividend 	Sold 12/16/10 
53. Same Dividend Sold 12/16/10 
54. 
Illinois Tool Works common Di~,idend 	Buy 04/07/10 
 
55. 
IBM common Dividend 
 
56. 	 
Same Dividend Sold 07/01/10 
(part) 
 
 
57. 
iShares Barclays 7-10 Treas Bond Fund Dividend 	Buy 07/01/10 See note Part VIII. 
 
58. 	 
Sold 10/08/10 
 
59. 
Same Dividend 	Sold 03/04/10 
 
60. 	 
Buy 07/01/10 
 
61. 	 
Sold 10/08/10 
 
62. 
Same Dividend 	Buy 07/01/10 
 
63. 	 
Sold 10/08/10 
 
64. 
iShares Barclays 1-3 Treas Bond Fund Dividend 	Sold 07/01/10 
 
65. 
Same Dividend 	Buy 04/07/10 
 
66. 
iShares Barclays 1-3 Credit Bond Fund Dividend 
 
67. 
Same Dividend 
 
68. 	 
iShares Nasdaq Biotech Fund Dividend Sold 07/01/10 
(part) =$5,001 $15,000 =$15,001 $50,000 (See Columns and 1)4) =$50,001 100,000 =$100,001 $1,000,000 =$1,000,00i $510001000 --More than $5~000~000 ifi~ome Gai~ C~d~: =$1~000 less =$1,001- $2,500 =$2,501 $5,000 
 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 $1,000,000 =$1,000,001 $51000;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) =Asscssmcnt T--Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
 
OToole, George 05/12/2011 
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.) 
69. Same Dividend 
70. iShares Russell 2000 Value Index Fund Dividend Sold 04/07/10 
71. iShares Barclays TIPS Fund 72. 73. Dividend Sold (part) Sold (part) Sold 03/04/10 03/05/10 03/08/10 
74. Same 75. 76. Dividend Sold (pm) Sold (part). Sold 03/04/10 03/05/10 03/08/10 
77, Johnson Johnson common Dividend 
78. Same Dividend Sold 12/23/10 
79. 80. 81. Same Dividend Sold (part) Sold (part) Sold 04/07/10 07/O1/lO 12/27/10 
82. MOrgan Research Mkt. Neutral fund None Buy 12/27/10 
83. Manulife Financial common Dividend 
84. Matthews Asian Growth fund None Buy 12/27/10 
85. Matthews Pacific Tiger fund None Buy 12/23/10 Income Gain Codes: =$1,000 less =$L001 $21500 =$2,501 $5,000 =$5,001 $15,000 =$15,001 $50,000 
(See Columns and D4) =$50,001 $100,000 =$100~001 $1,000,000 000 00i ~$5 000,000 =More than $5,000~000 Value Codes =$15,000 less =$15;001 -$50;000 =$50i001 $100,000 =$I00,001 -$250,000 
(See Columns and D3) =$250,00I $500,000 -$500,00I $1;000i000 =$I,000,001 $5;000;000 =$5;000,001 $25;000 000 Value Method Codes =$25,000,001 $50,000,000 =Appraisal =Cost (Real Estate Only) =More than $50,000,000 =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
OToole, George 05/12/2011 
VII. INVESTMENTS and TRU -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
86. Same None Buy 12/23/10 
87. St. Water Poll Abatement, 4.2%, due 8/1/2010 88. Merger Fund Interest Dividend Matured Buy 08/02/10 12/23/10 
89. Same Dividend Buy 12/23/10 
90. Same Dividend Buy 12/27/10 
91. Mettler-Toledo Intl. common None 
92. Microsoft common Dividend 
93. Same Dividend 
94. Novartis spnsrd ADR None Buy 12/23/10 
95. Same Dividend 
96. Oakmark Intl Fund Dividend Sold 12/27/10 
97. Occidental Petroleum Dividend Buy 04/07/10 
98. Peabody Energy Corp. (See note Part VIII.) 99. Same Dividend Sold 04/07/10 
100. Pepsico common 101. PIMCO 1-5 TIPS index fund Dividend Dividend Sold (pa~) Buy 07/01/10 03/05/10 
102. Same Dividend Buy 03/08/10 Income Gain codeS: ~$ii000 less =$1;001 *2,500 
(See Colunms 131 and D4) =$50,001 $100,000 =$100,001 $I,000,000 Value Codes =$15,000 less --$15,001 $50,000 
(See Colunms and D3) =$250,001 $500,000 =$500,001 $1,000,000 =$25i000,001 $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) 
(See Column C2) =Book Value =Other 
 
OToole, George 	05/12/2011 
VII. INVESTMENTS and TRU STS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 fillng instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) reporting period reporting period 
 
(1) (2) 	(1) (2) (1) (2) (3) (4) ~5) Value Ga~ Identity 
Place (X) after each asset Amoun) Type (e.g., Value Value. Type (e.g., Date exempt from prior disclosure Code div~ rent~ Code Me~hrd:: ::.,.buy~ selt~i: .... mtrgdd/yy Code Code :buyer/seller (A-H) ira:): (J-P) Code ::rrde~P~on) (J-P) (A-H) (i~private (Q-W) 
transaction) 
None Buy 12/27/10 
103. 
 Same 
 
104. 
 Praxair, Inc. common Dividend 	Sold 07/01/10 
 
 
(part) 
105. 
 Same Dividend 
 
106. 
 Procter Gamble common Dividend Sold 07/01/10 (part) 
 
107. 
 Same Dividend Sold 04/07/10 (part) 
 
108. 	 
Sold 07/01 (part) 
 
109. 
 Raytheon common 	Dividend 
 
110. 
 Raytheon options 	None 
 
111. 
 Raytheon Savings and Investment Plan Int./Div. 
 
112. 
 -Raytheon Stock Fund 
 
113. 
 -Real Estate Securities Fund 
 
114. 
 -BGI Debt Index Fund 
 
115. 
 -PIMCO Total Return Inst 
 
116. 
 --Fidelity Inst Money Mkt 
 
117. 
 Regency Centers Dividend 
 
118. 
 Royal Dutch Shell plc spnsrd ADR Dividend 
 
119. 
 Sempra Energy common Dividend ~$i;000 0gte~ =$2,501-$5,000 =$5,001 $15,000 =$15,001- $50,000 lncome Gain COdes: 	B--$ii00i $2~500 
(See Cotunms artd I24) =$50,~1 $100,000 =$100;001 =$i ;000,000 
 
........ ~$ii000;00i $3;0001000 =MOre thfin $5;000i000 Value Codes =$15,000 less =$15,001 $50~000 =$50;001 $100;000 ~$100~001 $250;000 
(See Columns and D3) =$250,001 $5~,000 ~$500,00 000 000 ~$i~00~00i ~$5 000 ~$5~000,001 =$25,000,000 =$25,000,001-$50,000,000 ~More than $50~000,000 Value Method Codes =App~sal =Cost ~al Estate only) ~s~eSS~h~ =Cash Market 
(See Colunm C2) =Book Val~ =Other ~Estimated 
 
OToole, George 05/12/2011 
VII. INVESTMENTS and TRUSTS -i.co,.e, v.lne, trn.s.caoos aoclnd~s ,hose spons~ n.d dependent children; see pp. 34-60 f!ling instructions.) 
NONE (No reportable income, assets, transactions.) 
120. Same Dividend 
121. Same Dividend 
122. SPDR Gold Trust None Buy 03/04/10 
123. Same None Buy 03/04/10 
124. State Street Corp. common Dividend Sold 04/07/10 
125. Stericycle,Inc. common 126. Same 127. Same 128. Suncor Energy (New) common None None None Dividend Sold (part) Sold (paa) Sold (part) Sold 07/01/10 107/01/10 07/01/10 04/14/10 
129. Templeton Global Bond Fund 130. Same Dividend Dividend Buy (addl) Buy (addl) Buy (addl) 12/23/10 04/07/10 12/23/10 
132. Same 133. 134. Terra Industries common Dividend Dividend Buy (addl) Buy (addl) 04107/10 12/27110 04/05/10 See note Part VIII. 
135. Teva Pharmaceuticals ADR Dividend 
136. Same Dividend Sold (part) 07/01/10 
(See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (see Column c2) =$50,001 $100;000 =$15;000 less =$250,001 $500,000 =$25;000 001 $50 000,000 =Appraisai ~Book Value =$100,001 000 000 --$15~00I $50,000 0--$500,001 $1,000,000 =Cost (Real Estate Only) =other =$2,501 $5,000 A$i !000;001:$5;000;000 =$50~001 $100,000 =$1~000,001 .-$5,000,000 =More !han $50,000,000 =Assessment =EStimated D=$5,001- $15,000 =Morethan $5,000,000 M=$100,001 $250,000 =$5,000,001- $25~000i000 =cash Market =$15,001- $50,000 
 
OToole, George 	05/12/2011 
VII. INVESTMENTS and TRUSTS -incorae, value, ...... tions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 	B.C. 
Description Assets Income during Gross value end 
(including trust assets) reporting period reporting period 
 
(1) (2) (1) (2) (!) (2) (3) (4) (5) Place tX) after each asset Amount Type (e.g. Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div ret, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int (J-P) Code redemption) (J-l~) (A-H) (if private (Q-W) 
transaction) 
137. 
 Thermo Fisher common 	None 
 
138. 
 Same 	None 
 
139. 
 Thomas White Intl Fund Dividend 	Buy 03/04/10 
 
140. 
 Same Dividend 	Buy 04/07/10 
 
141. 	 
Buy 12/23/10 
(addl) 
 
 
142. 
 Thornburg Intl Value Fund Dividend Buy 12/23/10 
(addl) 
 
 
143. 
 Same Dividend 
 
144. 
 Same Dividend 	Buy 04/07/10 
 
145. 	 
Buy 12/27/10 
(addl) 
 
 
146. 
 Tortoise Energy Infrastructure Corp. Dividend 	Buy 03/04/10 
 
147. 
 Same Dividend 	Buy 03/04/10 
 
148. 
 Same Dividend 	Buy 04/07/10 
 
149. 
 Vanguard Emerging Mkts. Index Fund None 	Buy 12/23/10 
 
150. 
 Same None 	Buy 12/23/10 
 
151. 
 Same None 	Buy 12/27/10 
 
152. 
 Vanguard GNMA Fund Dividend Sold 03/04/10 
(part) 
 
 
153. 
 Same Dividend Buy 12/27/10 
(addl) =$15,001 $50,000 (See Colunms and D4) =$50,001 $100,000 =$100,001 $1,000,000 =$1,000,001 $5,000;000 =More than $5i000~000 ...... lne~ G~inC0des: ~$li00~ iesS =$1;001 $2,500 =$2,501 $5,000 =$5,001 $15,000 
 Value Codes =$15;000 less =$15,001 $50,000 -$50,001 100,000 =$100,001 $250,000 
 
(See Col unms and D3) =$250,001 $500,000 =$500,001 $I,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 Vatue =Other =Estimated 
 
 
 
 
05/12/2011 
VII. INVESTMENTS and TRUSTS ..... 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 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (2) Type (e.g., div., rent, (1) Value Code (2) Value Method (1) Type (e.g., buy; self; (2) ..... (3) Date Value mmidd/yy= C0de2 C6de buyer/seller 
(A-H) int.) (J-P) Code redemption) (J~P) (A-H) (if private 
(Q-W) transaction) 
 
154. 
 Vanguard High Yield Corp. Bond Fund Dividend 	Sold 04/19/10 
 
155. 
 Same Dividend Sold 04/19/10 
 
156. 
 Same Dividend Sold 04/19/10 
 
157. 
 Vanguard Ltd Term Tax Exempt Fund Dividend 
 
158. 
 Vanguard Short-Term Inv Grade Fund Dividend Buy 03/04/10 
 
159. 
 Same Dividend Buy 03/04/10 
 
160. 	 
Buy 12/27/10 (addl) 
 
161. 
 Same Dividend 
 
162. 
 Verizon Communications common Dividend 
 
163. 
 Same Dividend 
 
164. 
 Wal-Mart common 	None Buy 12/23/10 
 
165. 
 Walthausen Small Cap Value 	None Buy 03/04110 
 
166. 
 Same 	None Buy 04/07/10 
 
167. 
 Wells Fargo common Dividend 	Sold 07101/10 
 
168. 
 Same Dividend Sold 07/01/10 
 
169. 
 Wisdomtree Intl Small Cap Fund Dividend 	Sold 07/01 
 
170. =$5;001 $15,000 =$15,001 $50,000 lncOm~ Gain Codes: =$1,000 less B=$1,001- $2;500 =$2,501 $5,000 (See Columns and 104) =$50,001 $100,000 =$100,001- $1,000,000 =$t;oo0~ooi $~1660~00o --~6re tha, $~;ooo,ooo =S50~00i si00~0 =Sl00;001 $250;000 (See Columns and D3) =$250,001 $500,000 -$500~01- $l,000,000 =~,ooo,0oi s5~0oo;0oo ~,~,oo0,oo~ s~5;o00,o0o Value Codes =$15,000 less =$15,001 -$50,000 Value Method Codes =$25,000,001 $50,000.000 =Appraisal =Cost (Real Estate Only) =MOre than $50,000,000 =Assessment ~Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Name Person Reporting Date Report 
 
05/12/2011 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepart report.) 
 The trust identified Part trust. All the assets are reported individually Part VII but are not specifically identified that Part the trust. 
 General comment regarding reporting Part VII: past years, most the ~ssets reported are held three separate accounts managed investment adviser. For convenience tracking year-to-year changes, the assets are reported reference the separate accounts, resulting some cases (as lines I-3, for example) multiple reports for the same identified asset. The designation Same used indicate separate account. there were multiple transactions within the same account during the year, the designation Same used for the first, but not subsequent transactions within that account. See, for example, the entries for CVS Caremark lines 24-28. Industries (Part VII, line 22) acquired the stock Terra Industries (Part VII, line 134) and Terra was merged into Industries. Shareholders Terra received cash and Industries stock. have used the termspinoff the most applicable term available for selection the drop-down menu. 
 Each the three investment accounts held the asset iShares Barclays 7-10 year Treasury Bond Fund (Part VII, lines 57-63) some point during the year. each the first and third accounts, the asset was bought and sold within the year. the second account, the asset was owned the prior year and that holding was sold March. That same account thereafter acquired and disposed the asset within the year, similar the other two accounts. Accordingly, while there were several transactions during the year, the net effect was that none the accounts held the asset year end. 
 Last years report stated that the Peabody Energy (Part VII, lines 98-99 this years report) asset held one investment account had only been sold part (2009 Report, Part VII, line 77). That was error. All the Peabody Energy held the indicated account was sold 12/21/2009 price with gain 
 
 
OToole, George 05/12/2011 
 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signature: George OToole 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544