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Judicial Watch • Karen J Williams Financial Disclosure Report for 2007

Karen J Williams Financial Disclosure Report for 2007

Karen J Williams Financial Disclosure Report for 2007

Page 1: Karen J Williams Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:40

Date Created:November 6, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Karen J Williams, Karen, Williams, Estate, Market, 2007, EPA, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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control over the assets this account must report them. 
There are other accounts held for this --Roth) that also were not reported reason above. 
Below the listing these three accounts they should have been reported 2006 Report. 2007 Report reflects these accounts properly. 

Company Class  Div/Reinvest Div/ Reinvest Div/Reinvest Interest 
Growth None Buy 12/29 Interest Interest Perspective Fund Interest 
Capitol World Growth None Buy 12/19 and ncome Fund 
The  Growth  Fund  Interest  
The  Interest  Perspective  Fund  Interest  

With warm regards, 

KJW:acw Government Act 1978 
Rev. 112007 
FOR CALENDAR YEAR 2007 use app.  101-111) Person Reporting (last name, first, middle initial) WILLIAMS, KAREN Court Organization FOURTH CIRCUIT COURT APPEALS Date Report 7/17/2008 Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) U.S.CIRCUIT JUDGE -Active  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual Final Reporting Period 0110112007 12/31/2007  
Sb. Amended Report Chambers Office Address 021 MIDDLETON STREET ORANGEBURG, 29115 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer --pate ,..,- -:-1  

IMPORT ANT TES: The instructions accompanying this form must followed. Complete all parts, 
c_, 
checking the NONE box for each part where you have reportable information. Sign last page. 
_.,_ 
--1 POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) -1 NONE (No reportable positions.) 
C.i rri 
POSITION NAME ORGANIZATION/ENTITY Member South Carolina Bar Association  Member  Univ. School Law Advisory Board  Member  Univ. School Law Partnership  Member, Board  Rotary Club Orangeburg, S.C.  Member  South Carolina Women Lawyers Association  Member, Trustee  First Baptist Church Orangeburg  Member  Federal Judicial Resources Committee,Working Group (Tenure ended)  Member  Federal Judicial Center's Board and Appellate Judges Education Committee  
(Resigned July 2007)  Member  Woodberry Forest School Board Trustees  

IO. 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) 
 NONE (No reportable agreements.) 

PARTIES AND TERMS 

7/17/2008
WILLIAMS, KAREN 
Ill. N-INVE STMENT INC ME. (Reporting individual and spouse; see pp. 17-24 instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE 2006 Annuity: TransAmerica Occidental Life 
INCOME 
(yours, not spouse's) 13,602.60 
2.2006 Annuity: Prudential 23,340.00 Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except/or honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2007 Salary and and Bonus -Practice Law 
2.2007 State University per diem (Board Trustees)  
3.2007  Annuity: Aurora (Now called "Equitable")  
4.2007  Annuity: Southern Farm Bureau (Now called "SC Farm Bureau") 2007  Annuity: Manufacturer's Life 2007  Annuity: Travelers 2007  Annuity: Allstate .Life Insurance 2007  Annuity: Prudential  

IV. REIMBURSEMENTS transportation, lodging, food, entertainment.
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
[KJ NONE (No reportable reimbursements.) SOURCE DESCRIPTION 

Date Report 
WILLIAMS, KAREN 
7117/2008 

WILLIAMS, KAREN 
7117/2008 GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
[KJ NONE (No reportable gifts.) 

VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-33 instructions.) 	NONE (No reportable liabilities.) 
CREDITOR 

Note Secured Real Estate Mortgage (See VII-42) 
.armers Home Administration Note Secured Real Estate Mortgage (See VII-32) 
-Community Bankshares Real estate mortgage property (See VII -313 

Real estate mortgage (TP) (See VII -20 
Real estate mortgage (EP) (See VII -31 
Real Estate mortgage (SNS) (See VII-38) 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the 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) 
(3) (5)(I) 
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)  

Date Month-Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: ,000 less  B=$1,00l-S2,500 =$2,501 -$5,000 =$5,0-01 -$15,000 =$15,0-01 -$50,000  
(See Columns and 04) =$50,001 100,000 =$100,00 -$1,000,000 =$1,000,001 -$5,000,00-0 =More than $5,000,000 Value Codes =$15,000 less 15,00 -$50,00-0 =$50,0-01 -$100,000 =$100,001 -$250,000  
(See Columns and D3)  N=$250,001 -$500,000  0$500,001 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes $25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000  T=Cash Market  
(See Column C2) =Appraisal  V=Othcr =Assessment =Book Value o:oEstimatcd  

7/17/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing
instructions.) 
NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Gross value end 
Description Assets Income during 
reporting period (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure reporting period 
(I) (2) 
(2)
(I) 
(3) 
(4) (5)
Value Value 
Code Method

Type (e.g. 
Type (e.g. buy, sell, redemption) 
Date Value Gain 
Identity 
Month
buyer/seller
Code 
Code 
Day (J-P) (A-H) 
(if private transaction) Amount 
div., rent, 
(J-P) Code int.) 
(Q-W) Income Gain Codes: =Sl ,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15 ,00 -$50,000  
(See Columns and 04) =$50,00 -SI 00,000 =$100,00 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes  J=$15,000 less 15,00 -$50,000 =$50,00 -$I 00,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001 -S5,000,000 =$5,000,001 $25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000  T=Cash Market  
 
(See Column C2) =Appraisal  V=Other =Assessment ""Book Value ==Estimated  

7/17/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and STS -income, value, traactions (Includes those the spouse and dependent childret 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) 
(1) 
(3)
(2)
(1) 
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  
(Q-W)  transaction) Income Gain Codes: "$1,000 less 1,00 .$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 I-$I 00,000 00,00  S1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes ::::$15,000 less =$15,001  $50,000 =$50,001  $100,000 =SJ00,001 -$250,000  
(Sec Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 ""Cost (Real Estate Only) =More than $50,0uO,OOO =Cash Market  
(See Column C2) =Appraisal =Other ""Assessment =Book Value =Estimated  

Date Report 
7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets 
Income during (including trust assets) 
reporting period 
.----  
Gross value end  Transactions during reporting period  
reporting period  

(4)
(1)
(I) 
(2) 
(2) 
Place "(X)" after each asset  Amount  Type (e.g.  Value  
exempt from prior disclosure  Code  div., rent,  Code  
(A-H) int.)  (J-P)  

Value Method Code 
(Q-W) 
Date Month Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 less ,00 -S2,500 =S2,501  $5,000  D=S5,001 -$15,000  E=$15,001  $50,000  
(See Columns and 04) =$50,001 -$100,000 =$I 00,00 $1,000,000 =$1,000,001  $5,000,000 :::More than S5,000,000 Value Codes "'"$15,000 less =$15,001 -S50,000  L=S50,00I $100,000 =SI00,001 -$250,000  
(See Columns and D3)  N=$250,00I $500,000  0=$500,00  $1,000,000 =$1,000,00 $5,000,000  P2=$5,000,001 -$25,000,000 Value Method Codes  PJ=$25,000,001  $50,000,000  R=Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) ""Appraisal =Other =Assessment '=Book Value  W=Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes t1tose oft1te 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 xempt from prior disclosure 
Income during 
Transactions during reporting period 
reporting period 
(I) Amount 
Code (A-H) 
-----  
Gross value end  
reporting period (I) Value Code (J-P) (2) Value Method Code (Q-W)  (I) Type (e.g. buy, sell, redemption)  

(2) 
(2) 
Type (e.g. 
Date 
div., rent, 
Month- int.) 
Day
(4)
(3) 
Value 
Gain 
Code 
Code 
(J-P) 
(A-H) 
(5) 
Identity buyer/seller (if private transaction) 
Class  Dividend  Distribution  4103  
ova Nordisk A/S Fmly Novo Ind  Dividend  Cash Dist  12117  Interest  
71.  9'etMedExpress  None  Buy 11/26  
Plum Creek Timber Co. Inc.  Dividend  
73.  Proctor Gamble  Dividend  
74.  SSN Prime Fund -Cap Reserves  Interest Ast  Interest  
76. Jobs Econ Dev. 5.25%  Interest St. AMT HSG Fin Dev 5.8  Interest  
CST G.O. STR Hwy-Ser 4.6  Interest  
partanburg Htlh SVC 5.6  Interest  
80.  -pectra Energy Corp print Nextel Corp Fon SHS (Was  Dividend Dividend  Spin of. Sol 1/03 7110  See Section VIII (C)  Dividend  
Rowe Price Group Inc.  Dividend  
None  11/26 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 D4) =$50,00 -$I 00,000 =SJOO,OO -Sl,000,000 =$1,000,001 -$5,000,000 oo:More than $5,000,000 Value Codes =$15,000 Jess  K=S15,00l -$50,000 =$50,001 -$100,000 =$I 00,00 -$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 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 ""Cash Market  
(See Column C2) "'Appraisal =Other =Assessment =Book Value =Estimated  

WILLIAMS, KAREN 
7117/2008 
VII. INVESTMENTS and TRUSTS -i11come, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
------ Transactions during reporting period  
 
(I) 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) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset exempt from prior disclosure 
come during orting period 
(I) 
Amount 
Code 

(A-H) 

(2) 
Type (e.g. div., rent, int.) 
--- 
Gross value end reporting period 
(I) 
Value Code (J-P) 
(2) 
Value Method Code 
(Q-W) Income Gain Codes: =Sl,000 less 1,001 $2,500 =$2,50 -$5,000 =$5,00t -$15,000 =$15,00t -$50,000  
(See Columns and 04) =$50,001 -St00,000 =$100,00 ,000,000 =St,000,00t -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 0$15,00 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and DJ) =$250,001 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) ==Appraisal  V=Other =Assessment ""Book Value =Estimated  

7/17/2008
WILLIAMS, KAREN 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions durin reporting period  
(including trust assets)  reporting period  reporting period  

(1) (1) (2) (4) (5) 
Value
Value
Type (e.g. 
Date 
Value
Place "(X)" after each asset Amount 
Type (e.g. 
Identity 
Code 
Code
div., rent, 
Method
exempt from prior disclosure 
Month-
Code 
Code 
buyer/seller 
(A-H) int.) Code 
Day 
(if private 
redemption) 
(J-P) 
(A-H) 
transaction)
(Q-W) Income Gain Codes: =$1,000 less ,00 -S2,500 =S2,50I -$5,000  D=S5,001-$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$I 00,00 1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00t-$50,000 =$50,00I  $100,000 =$100,00I  $250,000  
(See Columns and 03) =$250,00I  $500,000 =S500,001 -$1,000,000 =Sl,000,001 -S5,000,000 =$5,000,001 -S25,000,000 Value Method Codes =$25,000,00  $50,000,000 =Cost (Real Estate Only) =More than $50,000,vUO ""Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment ""Book Value =Estimated  

WILLIAMS, KAREN 
7/17/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.) 
 
Gross value end 
Description Assets Income during 
Transactions during reporting period 
reporting period 
(including trust assets) reporting period 
(2) 
(I) 
(2) 
(5)
(2) 
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)  

Date Month Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 Jess =$1,001 -$2,500 =$2,501 -$5,000  D=$5,001-$15,000 =$15,001 -$50,000  
(See Columns and D4)  F=$50,00I -$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 =$50,00 -$I 00,000 SI00,001  $250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =:Assessment ""'Book Value =Estimated  

7/17/2008
WlLLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the 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) (3) 
Value 
Value 
Gain 
Identity 
Date 
Value
Type (e.g. 
Type (e.g.
Place "(X)" after each asset Amount 
Code 
Code 
Method 
Code 
Code 
buyer/seller
div., rent, 
Month 
buy, sell, 
exempt from prior disclosure (A-H) 
Code int.) 
Day
redemption)
(J-P) 
(A-H) (if private 
transaction)
(Q-W) 
-
136.  Boeing  Dividend  
Corp  None  Buy  11/07  
138. Cablevision Group CLA 139. Caterpillar Inc. 140.  Chevron Corp  None Dividend Dividend  Sol  3107  
141. Chubb Corp. 142.  Cisco Systems (Now 143. Citadel Broadcasting Corp 144.  Dividend None None  Sold Cash lieu  1109 6/18 6/12  See Section VIII (D) cash lieu .65485  
145.  6/25  
146. .Coca-Cola Co. (Now 147. f/11Comcast Corp CLA (Now 148.Comcast Corp CLA SPL (Now 149 Covidien 150.  Dividend None None Dividend  Stock Split Stock Split Sold l/05 2/22 2/22 7/02 11130  stock split stock split 240 See Section VIII (E)  .)Cree Inc  None  
152. .Dell Inc. (Now  None Income Gain Codes: ==$1,000 Jess  8=$1.001-$2,500  c=$2,501 -$5.000 =$5,001 -$15.000  E=$15.00l -$50.000  
(See Columns and D4)  F=$50,00 -$I 00,000 =$100.001 -$1,000,000 =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 Columns and 03) =$250,00 -5500,000  0=$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =S25,000,00I -$50,000.000 =Cost (Real Estate Only) =More than $50,000,000 ""'Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value ""'Estimated  

7/17/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent childrerc See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Income during 
Gross value end 
Description Assets 
Transactions during reporting period rting period 
reporting period 
(including trust assets) --- 
(!) (!) (I) 
Amount Type (e.g. 
Value 
Value
Place "(X)" after each asset 
Date 
Value 
Gain 
Identity 
Type (e.g. 
Code 
div., rent, 
Code 
Method 
Code
exempt from prior disclosure 
Month-
buy, sell, 
Code 
buyer/seller 
(A-H) int.) 
Code 
redemption) 
Day
(J-P) 
(if private 
(A-H) 
(Q-W) 
transaction) 
153.  Discovery Holding Co.  None  
154. Dover  Dividend  6104  
155.  Dow Chemical  Dividend  
156. Dreyfus Liquid Assets Inc. Class  lnt./Div.  See Section Vlll (F)  
157 Ebay Inc. (Now  None  3/14  
158. Pont Nemours (Now  Dividend  
159 Electronic  None  
160. Eli lilly Co.  Dividend  
161. Emerson Electric Co.  Dividend  
162. Expedia Inc (Now  None  
163. )Exxon Mobile Corp. (No  Dividend  Sold  11/05  
164. Forest Laboratories Inc. (Now  None  Buy  12/27  
165.  11/16  
Resources Inc.  Dividend  
Inc. Delaware  Dividend  Buy  1125  
Genentech Inc.  None  
169 General Electric Co.  Dividend Income Gain Codes: 1,000 less =$1,00 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -$I 00,000  G=$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More thnn $5,000,000 Value Codes 15,000 less 15,00 -$50,000 =$50,001 -$100,000 =$I 00,001 -$250,000  
(See Columns and DJ) =$250,00 -$500,000 =$500,00 -$I ,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) Appraisal =Other =Assessment ==Book Value =Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Identity from prior disclosure Place "(X)" after each asset 
buyer/seller (if private transaction)  
Income during  Gross value end  Transactions during reporting  
reporting period  reporting period  
(I)  (2)  (1)  (2)  (1)  (2)  (3)  (4) period  
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 (Q-W)  redemption)  Day  (J-P)  (A-H) Income Gain Codes:  A=$ 1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$I 5,000  E=$15,00J -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -S!,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes ""S 15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$I 00,001 -$250,000  
(See Columns and DJ) =$250,00 -$500,000  0=$500,001 1,000,000 =$1,000,001 -S5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =:Cost (Real Estate Only) =More than $50,000,000 ""Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the 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 
reporting per1od reporting per1od 
(including trust assets) -------
(I) (2) (2) (1) (3) 
(4) 
(5) 
Place "(X)" after each asset  Amount  Type (e.g.  Value  
exempt from prior disclosure  Code  div., rent,  Code  
(A-H) int.)  (J-P) 
-- -----  

Value Method Code (Q-W) 
Type (e.g. buy, sell, redemption) Date Month-Day Value Gain 
Identity Code 
Code 
buyer/seller (J-P) 
(if private transaction) (A-H) Income Gain Codes: "'$1,000 less  B=Sl ,001-$2,500 =$2,501 -$5,000 D=$5,00 -$15,000  E=$15,00I -$50,000  
(See Columns and D4) =$50,001 -SI00,000 =SI 00,00 1,000,000 =$1,000,00  $5,000,000 ==More than $5,000,000 Value Codes  J=SI 5,000 less  K=$15,001 -S50,000  L=$50,00 -$I 00,000 =$!00,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes s25,ooo,oo -s5o,ooo,ooo =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment  
U=Book Value  W=Estimated  

Date Report 
WILLIAMS, KAREN 
7/17/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Gross value end 
Description Assets Income during 
Transactions during reporting period 
reporting period 
(including trust assets) reporting period 
(2) (2) (I) (2) (3) (5) 
Place "(X)" after each asset  Amount  Type (e.g.  Value  Value  Type (e.g.  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  
(A-H) int.)  (J-P)  Code  redemption)  

Date  Value  Gain  Identity  
Month- Code  Code  buyer/seller  
Day  (J-P)  (A-H)  (if private 
transaction)
(Q-W) Income Gain Codes: ==$ ,ODO less 1,00 -$2,500 =$2,501 -$5,000 =S5,00 -$15,000 =Sl5,00I -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$I 00,00 1,000,000 =$1,000,001 -$5,000,000 =More than S5,000,000 Value Codes =$15,000 less =SI 5,001 -$50,000 =$50,001 -SI00,000 =$I 00,00 -$250,000 (See Columns and 03) =$250,00 -$500,000 =$500,00 1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =:Appraisal  V=Other =Assessment ==Book Value ""'Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those oftlie spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
Gross value end 
Income during 
Transactions during reporting period 
reporting period 
(including trust assets) reporting period 
(I) 
(2)
(2) 
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)  

Date Month-Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: ""$1,000 less 1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000  E=$15,00l -S50,000  
(See Columns and 04) =$50,00I -SI 00,000 =SI00,001 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,00 -$I 00,000 =$I 00,00 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 =Sl ,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

7/17/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
-G---- 
Description Asset Income during 
(including trust asset  reporting period  
(1) (2)  
ssetPlace "(X)" after each  Amount Type (e.g.  
exempt from prior disclo sure  Code div., rent,  
(A-H) int.)  
Gross value end  Transactions during reporting period  
reporting period (I) (2)  

(I)  (2) (3) (4)  (5)  
Value Value  Type (e.g.  Date Value Gain  Identity  
Code Method  buy, sell,  Month -Code Code  buyer/seller  
(J-P) Code  redemption)  Day (J-P) (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: 1,000 less 1.001 -s2,5oo =$2,501 -$5.000  D=$5,00l -Sl5,000 =$15,001 -$50,000  
(See Columns and 04)  F=$50,00I -$100,000 =$100,00 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes ""S 15,000 less 15,00 -$50,000 =$50,001 -SI00,000 =$100,00 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment =Book Value =Estim ated  

Date Report 
7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
Gross value end 
Income during 
Transactions during reporting period 
reporting period 
(including trust assets) reporting period 
(3)
(1) (2) (2) 
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)  

Date Month Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: ""S ,000 less =Si,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,00 $1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes o:=$ 5,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,00 1,000,000 =Sl,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 ::Cash Market  
(See Column C2) ==Appraisal  V==Other =Assessment =Book Value =Estimated  

Date Report 
WILLIAMS, KAREN 
7/1712008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r111c1udes those the 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 (2) Amount Code (A-H) Type (e.g. div., rent, int.)  Gross value end reporting period (2) Value Code (J-P) Value Method Code (Q-W)  Type (e.g. buy, sell, redemption)  Transactions during reporting period (2) Date Month -Day  
---- 

(5) 
(3)  (4)  
Value  Gain  Identity  

Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction)  

271. Birmingham Steel None See Section VIII Income Gain Codes: ""$1,000 less =Si ,00 -$2,500  c=$2,501 -$5,000 =$5,001 15,000 =$15,001 -$50,000  
(See Columns and 04) =S50,00 -SI 00,000 100,00 -$1,000,000 =Si,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00  $100,000 =$100,00 -$250,000 (See Columns and 03) =$250,00 -$500,000 =$500,001 -SI ,000,000 =$1,000,00 -S5,000,000 =$5,000,001 -$25,000,000 Value Method Codes  PJ-=$25,000,00I  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other ""'Assessment =Book Value ::Estimated  

7117/2008
WILLIAMS, KAREN 

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

(2) (2) (2) (5) 
Amount 
Type (e.g.
Place "(X)" after each asset 
Code 
div., rent, 
exempt from prior disclosure 
(A-H) int.) ____ 
Value Code (J-P) 
Value Method Code (Q-W) Date Month-Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: """$ 1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,00  15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -SI 00,000 =$I 00,00 1,000,000 =$1,000,00  $5,000,000 =More than $5,000,000 Value Codes ""'$15,000 less  K=$15,00l -$50,000 =$50,00  00,000 =$100,001  $250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,00 -$1,000,000 =Sl,000,001. $5,000,000 =$5,000,001  $25,000,000 Value Method Codes =$25,000,001 $50,000,000 =Cost (Real Estate Only) =More than S50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=:=Qther =Assessment =Book Value =Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the 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  

(5)(I 
(1) 
Place "(X)" after each asset Amount Code
exempt from prior disclosure (A-H) 
Type (e.g. div., rent, int.) Value Code (J-P) 
Value Method Code (Q-W) Date Month-Day Date Report 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: 1,000 Jess =s1,00 -$2,500  c=$2,501 -$5,000  D=S5,00l -S15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,00 -$5,000,000 ""More than $5,000,000 Value Codes =$15,000 less 15,00 -$50,000 =$50,001 -SI00,000 00,00 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other ""Assessment =Book Value =Estimated  

WILLIAMS, KAREN 
7/17/2008 
VII. INVESTMENTS and income, value, transactions (Includes those the 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  

(4) 
(2) 
(2) 
(2) 
Amount 
Type (e.g.
Place "(X)" after each asset 
Code 
div., rent, 
exempt from prior disclosure 
(A-H) int.) 
___
Value Code (J-P) 
Value Method Code 
(Q-W) 
Date Month-Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 Jess =$1,00 -$2,500 =$2,501 -$5,000  0=$5,001-$15,000 =$15,001-$50,000  
(See Columns and D4) =$50,00 -$I 00,000 =$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =s5_po,oo 1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -S50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other ==Assessment =Book Value =Estimated  

7/17/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. see PP 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.)  
Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

Value Value
(2)
Amount 
Type (e.g. 
Code 
div. rent, 
(4)
(2) 
(3)
(1) 
(5) 
Place "(X)" after each asset 
exempt from prior disclosure 
GainDate Value Identity 
Code Method 
Month 
Code 
buyer/seller
Code 
(J-P) Code 
(if private 
redemption)
(A-H) int.) 
Day 
(J-P) 
(A-H)
(Q-W) 
transaction) Income Gain Codes: =$1 ,000 less =$1,001 -$2,500  c=$2,501 -$5,000 =$5,001 -$15,000  E=Sl5,00I -$50,000  
(See Columns and D4) =$50,00 -$100,000  G=$100,00 -$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 c..olumns and D3) =$250,001 -$500,000 =$500,001 -SI ,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 ""Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment  
U=Book Value ""Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the 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 

- 1 Income during reporting period Gross value end reporting period Transactions during reporting period  
(I) Amount Code (AH)  (2) Type (e.g. div. rent, int.)  (I) Value Code (J-P)  (2) Value Method Code (Q-W)  (I) 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) Income Gain Codes: ""Si,000 less =$1,00 -$2,500 =$2,50 -$5 ,000 =$5,00 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$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 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,00  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 ""Cash Market  
(See Column C2) ""Appraisal  V""Other ==Assessment ""Book Value =Estimated  

7/17/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the 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 repo -----rting period  ----------- 

(3) 
(4)
(2)
(2) 
Place "(X)" after each asset  Amount  
exempt from prior disclosure  Code  
(A-H)  

Value
Type (e.g. 
Code
div., rent, int.) 
(J-P) 
Value Method Code 
(Q-W) 
Date Month-Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J.P)  (A-H)  (if private  
transaction)  

Intl Group Inc. (Now  Dividend  3113  
373. mgen (Now9'  None  Buy  3/30  
374. -Anadarko Petroleum Corp  Dividend  
375.Applied Materials Inc. Delaware (Now  Dividend  3/12  
376.  4/23  
377. 9'-utodesk Inc.  None  
378. esaker Hughes (Nowe.  Dividend  Sol.  3/06  
379.  9'iank America Corp (No  Dividend  Buy.  3106  
380.  Buy.  9/14  
381.  ed, Bath Beyond (No"9  None  6125  
382. erkshire Hathaway Inc. Class (1)  None  
383. iogen Idec Inc ...  None  
384.  .J. Services Co. (No  Dividend  Buy   1/18  
385.  Sol.  3107  
386.  Co.  Dividend  
Corp CLA (Now9'  None  11/07  
388. group CLA  None Income Gain Codes: 1,000 less 1,00 -$2.500 =$2,501 -$5.000 =$5,001 -SI 5,000 =$15.001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 100,00 -SI ,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) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -S5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 ""Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value ""Estimated  

Date Report 
WILLIAMS, KAREN 
7117/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end (including trust assets) reporting period reporting period 
Place "(X)" after each asset  Amount  
exempt from prior disclosure  Code  
(A-H)  

Type (e.g. Value div., rent, Code int.) (J.P) 
- 
(2) Value Method Code 
(Q-W) 
- 
Type (e.g. buy, sell, redemption) 
Transactions during reporting period 

(2) Date Month-Day 
(3)  (5)  
Value  Gain  Identity  
Code  Code  buyer/sel !er  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: ""$ ,000 Jess =$1,00 -$2,500 =$2,50  $5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -Sto0,000 =$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,00 -$50,000 =$50,00 00,000 =$100,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =S5oo,o .s1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00I -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 o=Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value ""Estimated  

Date Report 
WILLIAMS, KAREN 
711712008 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the 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) (1) (2) (3) (4) 
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)  

Date Month-Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -55,000  D=$5,00l -Sl5,000 =$15,001-$50,000  
(See Columns and 04) =$50,001 -$100,000 I00,00 1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,001 -$100,000 00,00 -$250,000  
(See olumns and 03) =$250,00  $500,000 =$500,00 1,000,000 =Si,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =S25,000,00I -$50,000,000 ""'Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) ""Appraisal =Other =Assessment =Book Value =Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  during  Gross value end  Transactions during reporting period  
(including trust assets)  period  reporting period  

(3)
(2)
(2) (I) 
Place "(X)" after each asset Amount Type (e.g. Code
exempt from prior disclosure div., rent, (A-H) int.) 
Value Code (J-P) 
Value Method Code 
(Q-W) 
Date Month-Day 
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  E=S15,00l -$50,000  
(See Columns and 04) =$50,001 100,000 100,00 1,000,000 =Sl ,000,001 -$5,000,000 =More than $5,000,000 Value Codes '"'S 15,000 less =$15,001 -$50,000 =$50,001 -SID0,000 100,00 -$250,000  
(See Columns and D3) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001-S5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other "'Assessment '"Book Value =:Estimated  

7/17/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
----  i--  -----  
Description Assets  Income during  Gross value end Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2) (I) 
(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) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: ""'$1,000 Jess 1,00 -$2,500 =$2,501 -$5,000  D=S5,00l -Sl5,000 =S15 ,00 -$50,000  
(See Columns and 04) =$50,00 -$I 00,000 =SI 00,00 -$1,000,000 =$1,000,00I -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00I -$I 00,000 =SI00,001 -$250,000  
(See Columns and D3) =$250,00 $500,000 =$500,00 -$1,000,000 s1,000,001 -$5,ooo,ooo =$5,000,0I -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value ""Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Gross value end 
Income during Description Assets Transactions during reporting period 
reporting period 
reporting period (including trust assets) 
(I)
(2) 
(I} 
(2) 
Value 
Value 
Date 
Value 
Gain
Amount 
Type (e.g. 
Type (e.g. 
Identity 
Place 11(X)11 after each asset 
Code 
Code 
Method
div., rent, 
Month-
Code 
Code 
buyer/seller
exempt from prior disclosure (A-H) 
Code3 int.) 
(J-P) 
Day
redemption) 
(if private 
(A-H) 
(Q-W) 
transaction) Income Gain Codes: 1,000 less 1,00 S2,500 =52,501 -S5,000  D=$5,001-Sl5,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -SI 00,000 =SI 00,00 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes :..::$ 5,000 less =$15,001 -550,000 =$50,001 -SI00,000 =$100,001 -5250,000  
(See Columns and D3) =$250,00 -5500,000 =$500,001-,.SI ,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than S50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those the spouse and dependent children. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Income during (including trust assets) reporting period 
(2) 
Value
Type (e.g. 
Place "(X)" after each asset Amount 
Code 
Code
div., rent, 
exempt from prior disclosure 
(A-H) int.) 
(J-P) 
Gross value end 
Transactions during reporting period 
reporting period 
(3)
(I) 
(5)
(4) 
Value 
Date 
Gain
Value 
Identity 
Type (e.g. 
Method 
buy, sell, 
Month-
Code
Code 
buyer/seller 
Code 
Day
redemption) 
(if private 
(J-P) 
(A-H) 
transaction)
(Q-W) Income Gain Codes: =$1,000 less  B=Sl,OOl -S2,500 =$2,501 -$5,000 =$5,001 -SI 5,000 15,00  $50,000  
(See Columns and 04) =$50,00 -SI 00,000 =$I 00,00 1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =:$ 15,000 less  K=S 15,00 -$50,000 =$50,001 -SI 00,000 100,00 -$250,000  
(See Colum,ps and 03) =$250,00  $500,000 =$500,001 -SI ,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -S50,000,000 =Cost (Real Estate Only) =More than $50,000,000  T=Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment =Book Value "'Estimated  

7117/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing ins/ructions.)  NONE (No reportable income, assets, transactions.)  
-- Description Assets Income during Gross value end (including trust assets) reporting period reporting period Transactions during reporting period -------- 

(2) 
(!) 
(2) (2) 
(3) (5) 
Type (e.g. 
Value 
Value
Amount
Place "(X)" after each asset 
Code 
div., rent, 
Code 
Method
exempt from prior disclosure 
(A-H) int.) 
Code
(J-P) 
(Q-W) 
l--- 
Date Month Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =S2,501 -S5,000 =S5,00I  $15,000  E=$15,00J -$50,000  
(See Columns and 04) =S50,00J -$100,000 =$I 00,00 -$I ,000,000 =$1,000,001 -$5,000,000 =More than SS,000,000 Value Codes =SI 5,000 Jess =$15,001 -$50,000 =$50,001 -$100,000 =SJ00,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,00 -SI ,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 ""Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

7/17/2008
WILLIAMS, KAREN 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
-- 
Gross value end 
Description Assets Income during Transactions during reporting period 
reporting period 
(including trust assets reporting period 
(4)
(I)
(2) 
(2)
(I) 
Place "(X)" after each set exempt from prior disclo sure 
Amount 
Type (e.g. 
Code 
div., rent, 
(A-H) int.) 
------- 
Value 
Code 

(J-P) 
Value Method Code (Q-W) 
Date Month Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction)  

Intl Ltd New (Bermuda)  None  
509. Asset Money Market Fund Class 510. 9Weyerhaueser Co.  Interest Dividend  
511. illiams Cos Inc. (Now-  Dividend  Sold  3/07  
512. 9Williams Sonoma Inc. (Wa-  Dividend  Buy.  5/01  
513.  Sol.  11/13  
514. -Wm Wrigley Jr. Co. (Now9  Dividend  Buy  11/07  
515. -Wyeth(Now11t  Dividend  Bu.  9/21  
516. Money Funds Port  Interest  
517.Yahoo Inc. (No  None  Buy  7125  
518. ACCOUN  
519.C Future Scholar 529 Plan (C) 520. Future Scholar 529 Plan (D)  None Interest  Account Closed 8/10/06  
521. 9'c Future Scholar 529 Plan (MC)  Interest  
522. _.,C Future Scholar 529 Plan (ML)  Interest  
523. Future Scholar 529 Plan (WA)  Interest  Invest  1110  
524. Future Scholar 529 Plan (MA)  Interest  Open  1/10 Income Garn Codes: =$1,000 less =$1,001 -$2,500 =$2,501 $5,000 =$5,001 -$15,000 =SI 5,001  SS0,000  
(See Columns and 04} =$50,001 -SI00,000 =$100,00  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  00,000 =$100,001 -$250,000  
(See Columns and DJ} =$250,001 -$500,000 =$500,00  $1,000,000 ,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001  S50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other ""'Assessment ""Book Value =Estimated  

Date Report 
WILLIAMS, KAREN 
7/17/2008 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Jndicate parto/Report.) 

fannland benefit from U.S. Department Agriculture payments for Direct and Counter Cyclical Payments $12,359 and CRP payments 
(B)(Vll-51) Broadridge Financial Solutions LLC spinoff Auto Data Processing Inc. 4/02spun off_.). 
(A) 
(VII-42) Some portions 

(C) 
(VII-80) Spectra Energy spin off Duke Energy 1/03. 

(D) 
(VIl-143) Citadel Broadcasting Corp. was spinoff Walt Disney Co. 6/18 .hares Citadel Broadcasting Corp. spunoff Walt Disney Co. 

(E) 
(Vll-149, 233, 237) Tyco Intl. Ltd. New had reverse split .shares to.hares 6/29. spunoff .ares Tyco Electronics LTD 7/02. also spunof.hares Covidien Ltd 7/02 

(F) 
(VII-156) Dreyfus Liquid Assets Inc. money market fund hold cash for short tenn holdings with interest periodic automatic investments and 
redemptions many funds. 

(G) (Vll-173, 
Gobal Sante Corp merged with Transocean Inc. 11/27 .shares Global Sante Corp merged into .shares Transocean Inc. with cash lieu 

these assets will listed "Transocean Inc." the 2008 Report. 

(H) 
(Vll-227) Taiwan Semiconductor Mfg. Co. LTD ADR issued dividend o.hare .hares 7/10 with cash lieu 

(I) 
(VIl-262) SCBT Financial Corp Dividends dividend .shares was given 3/07. 

(J) 
(Vll-264) Spectra Energy spinoff Duke 1/03. 

(K) 
(VII-271) Binningham Steel. The report for this asset stated that the gross value C(l), was "unavailable". (VII-277) This account was listed 2005 Report. However 2006 Report did not list since the assets int his account were held for have since learned that even though ths emancipated, becuase 

still has control over the account must report it. have amending 2006 Report this effect. 

(M) 
(Vll-304, 309) These two accounts are held for emancipated and were also not reported 2006 Report. They are also included the amending letter 2006 Report referenced above VIII (L). 

(N) 
(Vll-326) Broadridge Financial Solutions LLC spinoff Auto Data Processing Inc. 4/02hares spun of-shares.) 

(0) 
(Vll-392) Citadel Broadcasting Corp. was spinoff Walt Disney Co. 6/18 .shares Citadel Broadcasting Corp. spunoff Walt Disney Co. 

(P) 
(VII-400) Comcast Corp SPL had stock split 2/22 eon.hares). 

(Q) 
(VII-401, 493, 497) Tyco Intl. Ltd. New had reverse split o-to .hares 6/29. spunoff.hares Tyco Electronics LTD 7/02. also spunoff .hares Covidien Ltd 7/01 

(R) 
(VII-426, 491) Gobal Sante Corp merged Transocean Inc. 11/27 .shares Global Sante Corp merged into.shares Transocean Inc. Therefore these assets will listed "Transocean Inc." the 2008 Report. 

(S) 
(VIl-487) Taiwan Semiconductor Mfg. Co. LTD ADR issued dividend shares on.shares 7/10 with cash lieu recorded 6/12/07 paid 7/10/07. 

(T) 
(VII-190-193, 339-341, 466-449) The Liberty Media Family investments includes Liberty Global Inc. Class Liberty Global Inc. Ser Liberty Media Corp A., Liberty Media HLDG Corp Interactive Ser Liberty Media HLDG CAP SER Liberty Global Inc. Com Ser A., Liberty Media Com Ser name 
few. The names alone are confusing. Liberty Media uses unique investment strategy of"tracking stocks" which makes very difficult follow the investment 

explaining these stocks and our accountant has also found confusing. the best ability, have listed everything know about the these entiies. The descriptions, income, values, and trades listed these lines reflect the infonnation best could glean from the 

Date Report 
WILLIAMS, KAREN 
7117/2008 
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. 

AND CRIMINAL SANCTIONS U.S.C. app.  104) 

FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544



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