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Judicial Watch • Kimba M Wood Financial Disclosure Report for 2008

Kimba M Wood Financial Disclosure Report for 2008

Kimba M Wood Financial Disclosure Report for 2008

Page 1: Kimba M Wood Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:53

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Kimba M Wood, purchase, section, partial, Gross, stock, 2008, investment, EPA, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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Wood_Kimba_M 
Date Report 
Name Person Reporting 
05/13/2009
WOOD, KIMBA II. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filer's Non-Investment Income  
[{] NONE (No reportable non-investment income.)  
SOURCE AND TYPE  INCOME  
(yours, not spouse's) Spouse's Non-Investment 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.) SOURCE AND TYPE 
2008 (various) Rockefeller Brothers Fund -Committee Fees 
2008 (various) Sonic Corp. -various Board Committee Fees 
2008 (various) Park Avenue Equity, Harding Services, Vestar, Irving Place Capital -Fee Income 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainmenL (Includes those spouse and dependent children: see pp. 25-27 offiling instructions.) 
[{] NONE (No reportable reimbursements.) 
ITEMS PAID PROVIDED 

Date Report 
Name Person Reporting 
WOOD, KIMBA l1. 
05/13/2009 GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
DESCRIPTION VALUE 

VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION Goldman, Sachs Margin Account 
VALUE CODE Citibank  Line Credit Citibank  Line Credit Citibank  Line Credit ENM, lnc.  Escrow Account Veslar  Loans Citibank  Rental Property Mortgage American Express  Credit Card 
Citibank Credit Card 

10. 

Date Report 
Name Person Reporting 
WOOD, KIMBA 
05/13/2009 
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  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(I) 
(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)  
(Q-W)  

See attached 

Dale  Value  Gain  Identity  
Month- Code  Code  buyer/seller  
Day  (J-P)  (A-H)  (if private  
transaction) 

10. 

11. 

12. 

13. 

16. 

17. Income Gain Codes: 1,000 less =$1,001 -$2.500 =$2.50 -$5,000 =U.001 -SIS.ODO 15,00 -$50.000  
{See Columns and 04) =$50,001 -SI00,000 =SI00.001 -Sl.000,000  111 =Sl,000.001 -$5,000,000  112 =More than $5,000.000 Value Codes 15.000 less =SIS.DOI -$50,000 =$50,00 -SI 00.000 =SI00.001  $250.000  
{See Columns and DJ) =$250.001  $500.000 =$500,001 -Sl,000,000 =Sl,000,001 -$5,000.000 =$5.000,001 -S25,000,000 =$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  
GROSS VALUE  
INCOME DURING  END REPORTING  

DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

-------------------------------------------------------------
-------------------------------------------------- ----- (2) (2) 

AMT CODE (A-H)  TYPE  VALUE CODE -P)  VALUE METHOD Q-W)  TYPE  DATE  VALUE CODE -P)  GAIN CODE -H)  IDENTITY (IF PRIVATE)  
EXXON CORP COMMON STOCK  DIVIDEND  CREST FUND  (IRA) SEE NOTE SECTION VllQ  K-1 DISTR  GOLDMAN SACHS BANK DEPOSIT  GOLDMAN SACHS BANK DEPOSIT  INTEREST  

AMERICA MOVIL COMMON STOCK NONE SOLD

BLACKROCK INC COMMON STOCK DIVIDEND PARTIAL SALE  CONOCOPHILLIPS COMMON STOCK  NONE  SOLD  1/7  FEDEX CORP COMMON STOCK  HEWLETT-PACKARD COMMON STOCK  DIVIDEND  SOLD  10/23  JOHNSON JOHNSON COMMON STOCK  SONIC COMMON. STOCK  NONE  STRYKER CORP COMMON STOCK  DIVIDEND  SUNCOR ENERGY INC COMMON STOCK  DIVIDEND  PARTIAL SALE  1/7  SOLD  10/23  CMA TAX EXEMPT FUND -ML  DIVIDEND  MERRILL LYNCH ACCOUNT -ML  INTEREST  
BROKERAGE ACCOUNT  LINES  DREYFUS CASH MNGT INVESTOR MONEY MARKET  ABBOTT LABS COMMON STOCK 
GROSS VALUE 

INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

---_________ ... ______________________________ .,. __________ --------------	
---------------------------------------------------------.. ( 
AMT CODE TYPE .VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-Ii) CODE METHOD CODE CODE {IF Q-W) (A-Ii) PRIVATE) .AEGEAN MARINE PETROLEUM NETWORK CMN STOCK AMERICAN TOWER CORP COMMON STOCK ARCH CAPITAL GROUP LTD COMMON STOCK DEL PETROLEUM CORP COMMON STOCK DENISON MINES CORP COMMON STOCK EITZEN CHEMICAL ASA COMMON STOCK GOLAR LNG LTD COMMON STOCK HORIZON LINES INC COMMON STOCK INGERSOLL RAND COMMON STOCK INTL FLAVORS AND FRAGRANCES INC CMN STOCK KEPPEL LTD COMMON STOCK LIONS GATE ENTMT CORP COMMON STOCK MIRANT CORP COMMON STOCK  NEWS CORP COMMON STOCK  PETROLEUM DEV CORP COMMON STOCK  PIONEER NAT RES COMMON STOCK  ROWAN COS INC COMMON STOCK  TEXTRON INC COMMON STOCK  

Kimba Wood  MAY, 2009  
GROSS VALUE  
INCOME DURING  END REPORTING  
REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERIOD  

DESCRIPTION ASSETS {5) VALUE VALUE TYPE DATE VALUE GAIN IDENTITY
AMT CODE TYPE 

CODE METHOD CODE CODE (IF -P) Q-W) {A-H) PRIVATE) THERMO FISHER SCIENTIFIC INC COMMON STOCK (Y) WILHWILHELMSEN LTD COMMON STOCK (Y) WILLIS GROUP HOLDINGS LTD COMMON STOCK 
ADDITIONAL COMMON STOCKS/MUTUAL FNDS ABBOTT LABORATORIES ACCENTURE LTD AETNA INC AGCO CORP AKAMAI TECHNOLOGIES ALLEGHENY TECHNOLOGIES INC TERA CORP ALTRIA GROUP (NON-IRA NC)  DIVIDEND NONE  DIVIDEND NONE NONE  DIVIDEND  DIVIDEND DIVIDEND  SOLD  
PURCHASE  
SOLD  PURCHASE  
PURCHASE  
SOLD  
SOLD  
PURCHASE  
SOLD  PURCHASE  
SPUN OFF PHILIP MORRIS  
(SEE LINE 231 BELOW)  
PARTIAL SALE  

1/24 10/31 11/26 7130 6/2 8/6 1/8 7/23 10/14 5/6 3/31  
9/18  

SOLD 10/8 

Kimba Wood  MAY, 2009  
GROSS VALUE  
INCOME DURING  END REPORTING  

DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

---- --... -----------------------------------------------------------( AMT CODE (AHJ ----------------------------------------------------------------- (2,) TYPE  ---------- ------------------------( (2,) (2,) VALUE VALUE TYPE DATE VALUE GAIN IDENTITY CODE METHOD CODE CODE (IF -P) Q-W) -P) (A-H) PRIVATEl -------------------------- -----------------------  AMAZON.COM  NONE  PURCHASE  2/11  

PURCHASE 3/11 AMERICA MOVIL DIVIDEND PARTIAL SALE 5/8 
PARTIAL SALE 9/19 AMERIPRISE FINANCIAL INC DIVIDEND SOLD 4130 
AMETEK INC DIVIDEND PURCHASE 2/1 AMPHENOL CORP DIVIDEND PURCHASE 6/11 ANADARKO PETROLEUM CORP DIVIDEND ANHEUSER BUSCH DIVIDEND SOLD 6/27 ANSYS INC 
NONE PURCHASE 5/9 AON CORP DIVIDEND APACHE CORP DIVIDEND APOLLO GROUP 

NONE SOLD 5/27 
APPLE COMPUTER INC 
NONE PARTIAL SALE 4/23 AUTODESK 
NONE SOLD 3/5 AVNET INC NONE SOLD 5/19 AVON PRODUCTS INC 
NONE PURCHASE 12/23 BABCOCK BROWN AIR LTD DIVIDEND SOLD 5/13 

Kimba Wood  MAY, 2009 DESCRIPTION ASSETS INCOME DURING REPORTING PERIOD GROSS VALUE END REPORTING PERIOD TRANSACTIONS DURING REPORTING PERIOD ---------------.. .,. ___ ---------------------- (2') (2') (2') 

AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (.IF Q-W) PRIVATE)
----------------------------------------------- BANK AMERICA DIVIDEND PARTIAL SALE 1/8 SOLD 9/15 

BARDC INC NONE PURCHASE 11/10 BECTON DICKINSON DIVIDEND PARTIAL SALE 
SOLD 4/17 BELDEN INC DIVIDEND SOLD BERKSHIRE HATHAWAY NONE 
BIOGEN IDEC NONE SOLD 8/29  BLACKROCK INC  DIVIDEND  PARTIAL SALE  9/19  BOEING  DIVIDEND  PURCHASE  217  PURCHASE  2/15  PARTIAL SALE  7/25  PURCHASE  8/21  PARTIAL SALE  11/21  BROADCOM CORP  NONE  PURCHASE  11/25  

BUCYRUS INTL DIVIDEND PURCHASE 7130 BURGER KING HOLDINGS INC DIVIDEND SOLD CAMERON INTL NONE SOLD  
GROSS VALUE  
INCOME DURING  END REPORTING  

DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD
---------------------------------------- ----------------- (4) 

AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-HJ CODE METHOD CODE CODE (IF (A-HJ PRIVATE)

------ ---------------------------------... ---------------------------------------------------------------------------------- ------------------------- ----------- PURCHASE 9/15 CARPENTER TECHNOLOGY CORP DIVIDEND SOLD 10/31 
CELGENE CORP NONE SOLD 5/22 PURCHASE 10/10 INDUSTRIES HOLDINGS INC  DIVIDEND  CHARLES RIVER LABORATORIES  NONE  PURCHASE  5/19  SOLD  11/7  

CHICAGO MERCANTILE EXCH/AKA CME GROUP INC DIVIDEND PARTIAL SALE 1/3 
PURCHASE 217 
PARTIAL SALE 10/23 
100  PURCHASE  11/13  
101  CHIPOTLE MEXICAN GRILL  NONE  SOLD  8/21  
102  CISCO SYSTEMS  NONE  
103  CIT GROUP  DIVIDEND  SOLD  3/19  
104  COACH  NONE  PURCHASE  4/28  
105  PURCHASE  10/31  
106  COCA COLA  DIVIDEND  PARTIAL SALE  2/15  
107  COGNIZANT TECHNOLOGY SOLUTIONS  NONE  SOLD  1/18 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

-------------------------
-------------... ---------------------------------------	---------------- (1) 
AMT CODE 	TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY CODE METHOD CODE CODE (IF Q-W) (A-H) PRIVATE)

--------------------------------------------------------------------------------------------------------------------------------------------- 
108 COMMSCOPE INC NONE PURCHASE 5/15 109 SOLD 11/5 110 CONOCOPHILLIPS DIVIDEND PARTIAL SALE 3/11 111 PARTIAL SALE 5/19 112 PARTIAL SALE 5/27 113 PARTIAL SALE 10/23 
114 CROCS INC 
NONE 	SOLD 
115  CUMMINS INC  DIVIDEND  PURCHASE  6/26  
116  SOLD  11/4  
 
117  DELL INC  NONE  PURCHASE  8/27  
118  DENTSPLY INTERNATIONAL  DIVIDEND  SOLD  2/12  
119  PURCHASE  9/29  
120  DEVON ENERGY CORPORATION  DIVIDEND  PURCHASE  10/29  
121  DISCOVER HOLDINGS  NONE  SOLD  7/10  
122  DOLBY LABORATORIES INC  NONE  PURCHASE  11/10  
123  DRYSHIPS INC  DIVIDEND  PURCHASE  6/26  
124  SOLD  9/15  
125  DUN BRADSTREET CORP  DIVIDEND  

DESCRIPTION ASSETS TRANSACTIONS DURING REPORTING PERIOD 

--- 
------------------------------------- 

Kimba Wood MAY, 2009 

AMT CODE  TYPE  VALUE  VALUE  TYPE  DATE  VALUE  GAIN  IDENTITY  
(A-H)  CODE  METHOD  CODE  CODE  (IF -P)  (Q-YV) -P) -H)  PRIVATE)  
---- --------------------------------------------------------------------- -------- ---- --- ------- -------------------------------- --------- --------- --------------  --------------  
126  EBAY INC  NONE  PURCHASE  5/12  
127  ELECTRONIC ART  NONE  PURCHASE  1/25  
128  SOLD  5/12  
129  EMBRAER-EMPRESA BRASILEIRA AERONAUTICA  DIVIDEND  SOLD  217  
130  EMC CORP  NONE  SOLD  5/16  
131  ENSCO INTERNATIONAL  DIVIDEND  PURCHASE  10/28  
132  EXPRESS SCRIPTS INC  NONE  PURCHASE  8/28  
133  SOLD  11/25  
134  FACTSET RESH SYS INC  DIVIDEND  
135  FASTENAL  DIVIDEND  PURCHASE  8/19  
136  FIRST SOLAR  NONE  
137  FLIR SYSTEM INC  NONE  PARTIAL SALE  12/4  
138  FLUOR CORP  DIVIDEND  
139  FOCUS MEDIA HOLDINGS  NONE  SOLD  6/9  
140  FOREST OIL CORP  NONE  PURCHASE  3/27  
141  SOLD  10/13  
142  FOSSIL  NONE  SOLD  7/17  
143  FTI CONSULTING INC  NONE  PURCHASE  8/25 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

-- ---------------------------------------------	------------------------------ -------------- -------------...... ---------- (1) (4) 
.AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A. CODE METHOD 	CODE CODE (IF

(A-H) PRIVATE) --------------------------------------- ---- ---- ----------------- ----- ---- ---------- -------- 
144  GAMESTOP CORP  NONE  
145  GENERAL CABLE CORP  NONE  SOLD  5/16  
146  GENERAL DYNAMICS  NONE  PURCHASE  11/7  
147  GEN PROBE  NONE  
148  GILEAD SCIENCES INC  NONE  PARTIAL SALE  4/23  
149  PARTIAL SALE  10/24  
150  PARTIAL SALE  11/6  
151  GOLDMAN SACHS GROUP  DIVIDEND  PARTIAL SALE  1/2  
152  PARTIAL SALE  9/19  
153  SOLD  10/23  
154  GOOGLE INC  NONE  PARTIAL SALE  10/29  
155  GRAINGER  DIVIDEND  PURCHASE  2/8  
156  PURCHASE  4/18  

157 GUESS INC DIVIDEND PURCHASE 1/3 158 HALLIBURTON DIVIDEND PURCHASE 3/27 159 HEAL NET INC NONE 
SOLD 2/26 160 HEWLETT-PACKARD DIVIDEND 	PARTIAL SALE 2122 

PARTIAL SALE 4/30  
GROSS VALUE  
INCOME DURING  END REPORTING  

DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

----------------------------- ______.. ----------------------- 

AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF Q-W) 

(A-H) PRIVATE) 
PARTIAL SALE 

163 SOLD 10/23 
164 HOLOGJC NONE PURCHASE 165 
PURCHASE 3/11 

166 SOLD 5/19 167 HONEYWELL /NTL INC DIVIDEND 
INTERCONTINENTAL EXCHANGE NONE PURCHASE 
169  SOLD  8/11  
170  INTERNATIONAL BUSINESS MACHINES  DIVIDEND  
171  INTUITIVE SURGICAL INC  NONE  PURCHASE  3/11  

172 INVERNESS MEDICAL INNOVATIONS NONE SOLD 
173  ITT EDUCATIONAL SYSTEMS  NONE  SOLD  6/17  
174  JACOBS ENGINEERING GROUP  NONE  PURCHASE  11/10  
175  JOHNSON JOHNSON  DIVIDEND  
176  JUNIPER NETWORKS  NONE  PURCHASE  1/31  
177  SOLD  6120  
178  PURCHASE  11/25  
179  KENNAMETAL INC  DIVIDEND  SOLD  7/28  
GROSS VALUE  
INCOME DURING  END REPORTING  
DESCRIPTION ASSETS  REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERIOD  

---  --r---------------------------... -------------.. --- ---- ---------------- ------ ___________.,._ ----------  
AMT CODE  TYPE  VALUE  VALUE  TYPE  DATE  VALUE  GAIN  IDENTITY  
(A-Ii)  CODE  METHOD  CODE  CODE  (IF -P) Q-W) -P)  (A-Ii)  PRIVATE)  

---------------------------------------------

----------------------------- --------------------
180 LINCOLN NATIONAL CORP DIVIDEND SOLD 9/16 
LINEAR TECHNOLOGY DIVIDEND PURCHASE 
182 LOEWS CORP DIVIDEND PURCHASE 8/21 
183 LUBRIZOL CORP DIVIDEND SOLD 
184 LUCENT TECHNOLOGIES CONV PREFD (SEE NOTE SECTION VIII) 185 MANITOWOC INC 186 187 MARVELL TECHNOLOGY GRP LTD 188 189 MASTERCARD 190 191 192 193 MCAFEE INC 194 MEDCO HEAL SOLUTIONS  NONE DIVIDEND NONE DIVIDEND  
NONE NONE  

WARRANTS EXPIRED 
PARTIAL SALE SOLD PURCHASE SOLD PURCHASE PURCHASE PARTIAL SALE SOLD PURCHASE SOLD 
3/11  
8/4  
10/30  
7/1  
12/22  
5/6  
6/10  
10/17  
11/24  
11/10  
1/29  

195 MEMC ELECTR MATLS INC NONE PARTIAL SALE 
196 METLIFE INC DIVIDEND PURCHASE 8/21 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

--- ------------------------------------------------------- 

AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY CODE METHOD CODE CODE (IF Q-W) (A-H) PRIVATE)
197 PARTIAL SALE 10/14 198 SOLD 11/21 
MICROSOFT DIVIDEND PARTIAL SALE 7123 
200 201 202 203 204 205 206 207 
MICROS SYSTEMS INC 
MILLICOM INTERNATIONAL 
MOBILE TELESYSTEMS MSCI NASDAQ STOCK MARKET NONE DIVIDEND DIVIDEND NONE NONE 
SOLD 
PURCHASE 
SOLD 
PARTIAL SALE 
SOLD 
SOLD 
SOLD 
PURCHASE 
8/25 4/24 11/13 8/8 10/24 11/19 11/19 3/10 
208 	SOLD 
209 NATIONAL OILWELL VARCO 	NONE PURCHASE 11/3 
210 NCR CORP NONE SOLD 211 NETAPP INC 
NONE PURCHASE 
6/17 
212  NIKE  DIVIDEND  
213  NOBLE CORP  DIVIDEND  PURCHASE  5/12  
214  NOBLE ENERGY  DIVIDEND  PURCHASE  10/10 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

---------------------------------------	----...------------------------- --------
AMT CODE 
TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A-H) CODE METHOD 	CODE CODE (IF Q-W) 
(A-H) PRIVATE) 

---- --------------------------------------------- ---- ----  ------------------------ .................... ----------- -------- 
215  NOKIA  DIVIDEND  PURCHASE  5/28  
216  PURCHASE  8/21  
217  PURCHASE  10/29  
218  NUANCE COMMUNICATIONS  NONE  
219  NUCOR CORP  DIVIDEND  PURCHASE  5/8  
220  PARTIAL SALE  8/18  
221  PARTIAL SALE  10/23  
222  SOLD  11/14  
223  NVIDIA CORP  NONE  SOLD  6/11  
224  OCCIDENTAL PETE CORP  DIVIDEND  PARTIAL SALE  7122  
225  OLSTEIN ALL CAP VALUE FUND MUTUAL FUND)  NONE  
226  ORACLE CORP  NONE  PARTIAL SALE  5/6  
227  PACKAGING CORP  DIVIDEND  PURCHASE  217  
228  PAfiERA BREAD  NONE  PURCHASE  12/9  
229  PARKER HANNIFIN  DIVIDEND  PURCHASE  3/11  
 
230  PEPSICO  DIVIDEND  
231  PHILIP MORRIS  DIVIDEND  SPUN OFF FROM ALTRIA  3/31  
(SEE LINE ABOVE)  
232  PURCHASE  9/18 

Kimba Wood MAY, 2009 

GROSS VALUE INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

-----------------------------------------------------------------... --------------------------------------- -------------------- 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE IDENTITY 

CODE METHOD CODE 

(IF 
PRIVATE) Q-W)

233  PARTIAL SALE  10/8  
234  PIONEER NATURAL RESOURCES  DIVIDEND  PURCHASE  3/28  
235  PMC SIERRA INC  NONE  PURCHASE  8/28  
236  SOLD  10/31  
237  PRAXAIR INC  DIVIDEND  
238  ALTRIA GROUP -IRA ACCOUNT  DIVIDEND  SPUN OFF PHILIP MORRIS (SEE LINE 240 BELOVV)  3/31  
239  KRAFT FOODS INC -IRA ACCOUNT  DIVIDEND  ACCEPTED EXCHANGE OFFER TENDERED SHARES SEE LINE 241 BELOVV)  8/11  
240  PHILIP MORRIS -IRA ACCOUNT  DIVIDEND  SPUN OFF FROM ALTRIA SEE LINE 238 ABOVE)  3/31  
241  RALCORP HOLDINGS INC -IRA ACCOUNT  CIL  ACCEPTED EXCHANGE OFFER RECEIVED SHARES (SEE LINE 239 ABOVE)  8/11  
242  PRECISION CASTPARTS CORP  DIVIDEND  SOLD  6/18  
243  PURCHASE  11/14  
244  PRICELINE.COM  NONE  PURCHASE  7/14  
245  PRIDE INTERNATIONAL  NONE  PURCHASE  1/14  
246  PARTIAL SALE  10/16  
247  QUALCOMM  DIVIDEND  PURCHASE  6/20  

Kimba Wood  MAY, 2009  
GROSS VALUE  
INCOME DURING  END REPORTING  
DESCRIPTION ASSETS  REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERIOD  

----- 
-------------------------------------------------------------	-------------------------------------------------------------- 
AMT CODE 	TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF 
(Q- PRIVATE) 
-----------------------------------------.. ------------------------------------------------------------------------------------------------ ------------------------------ 
248 RALCORP HOLDINGS 	NONE PURCHASE 7/31 
249 	PARTIAL SALE 11/18 
250 REINSURANCE GROUP AMERICA 	NONE PURCHASE 11/21 
251 RESEARCH MOTION 	NONE PARTIAL SALE 11/7 
252 ROCKWELL AUTOMATION INC DIVIDEND SOLD 217 
253 	PURCHASE 3/12 
254 ROCKWELL COLLINS INC DIVIDEND PURCHASE 1/28 
255 	SOLD 6/24 
256 ROWAN COMPANIES DIVIDEND SOLD 10/21 
257 SCHERING-PLOUGH 	NONE SOLD 1/24 

258 SCHLUMBERGER DIVIDEND SOLD 10/8 
259 SEI INVESTMENT DIVIDEND 	SOLD 

260 SIRTRIS PHARMAEUTICALS NONE SOLD 2/1 261 SMITH INTERNATIONAL DIVIDEND PARTIAL SALE 4/16 262 SMITHTOWN BANCORP DIVIDEND 263 SMURFIT-STONE CONTAINER CORP NONE PURCHASE 217 264 
PARTIAL SALE 5/1 265 
PARTIAL SALE 8/14 

Kimba Wood  MAY, 2009  
GROSS VALUE  
INCOME DURING  END REPORTING  
DESCRIPTION ASSETS  REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERIOD  

----------------------... -------.. -----------------------------.. ----
------ ----- ------------------- 
(1) 
AMT CODE TYPE VALUE VALUE TYPE DATE 
VALUE GAIN IDENTITY CODE METHOD CODE CODE (IF (A-H) PRIVATE)

--- ------------------------------------------------------------------ ------- ------... --------------- ----------------- ------------------------- 
266  SOLD  10/14  
267 SONIC CORP  NONE  PARTIAL SALE  417  

268 SOVEREIGN BANCORP NONE SOLD 2120 269 SPRINT NEXTEL CORP FKA SPRINT CORP) NONE SOLD 1/24 270 SPX, CORP DIVIDEND PURCHASE 1/28 271 SOLD 10/30 272 STEEL DYNAMICS DIVIDEND PURCHASE 2/11 
273 SOLD 12/22 274 STRAYER INC DIVIDEND PURCHASE 7129 275 STRYKER CORP DIVIDEND PURCHASE 11/11 
276 SUNCOR ENERGY DIVIDEND PARTIAL SALE 3/11 
277 
SOLD 10/23 278 SUNPOWER NONE 
279 TERADATA CORP NONE SOLD 

280 TEREX CORP 
NONE PURCHASE 5/21 281 
SOLD 7/11 282 TEXTRON DIVIDEND SOLD 7122 283 THIRD AVENUE INTL VALUE FUND (MUTUAL FND) DIV/DISTR PURCHASE 12/23 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

---------------------------------------------------	---------------------------------------_,.. ______ ,.. (4) 

AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD CODE CODE (IF (Q-VV) (A-H) PRIVATE) 
----	
----------------------------------------------------------------------------
-------------------------------------------------------
PURCHASE 6/17

284 TIFFANY DIVIDEND 
SOLD 11/11
285 
286  TRANSOCEAN INC  NONE  PARTIAL SALE  1/14  
287  TRIMBLE NAVIGATION LTD  NONE  PURCHASE  5/20  
288 ROWE PRICE  DIVIDEND  PURCHASE  1/31  
289  PURCHASE  5/8  
 
290  TUI  DIVIDEND  SOLD  8/20  
291  UNILEVER  DIVIDEND  PURCHASE  10/16  
292  PURCHASE  10/20  
293  PURCHASE  10/29  
294  PURCHASE  11/4  
295  UNITED TECH CORP  DIVIDEND  PURCHASE  1/28  

296  PURCHASE  1/31  
297  PARTIAL SALE  10/3  
298  PARTIAL SALE  10/8  
299  UNITEDHEAL GROUP  NONE  SOLD  3/14  

300 UNUM GROUP FKA UNUMPROVIDEND DIVIDEND 301 URBAN OUTFITTERS NONE PURCHASE 4/15 

Klmba Wood MAY, 2009  
GROSS VALUE  
INCOME DURING  END REPORTING  
DESCRIPTION ASSETS  REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERIOD  
------------------- ... -------------------------------- ----- -----------------------------  
AMT CODE  TYPE  VALUE  VALUE  TYPE  DATE  VALUE  GAIN  IDENTITY  
(AH)  CODE  METHOD  CODE  CODE  (IF  

(Q-W) 

(A. PRIVATE) 
--- ----------------------------------------------.. -----------------------------------------... -------------------------------------------------------------------------
302 VALERO ENERGY DIVIDEND PARTIAL SALE 3/28 
303 PARTIAL SALE 10/21 
304 SOLD 10/27 

305 WAL MART STORES DIVIDEND 
306 WARREN RESOURCES INC NONE SOLD 10/29 
307 WATERS CORP NONE PURCHASE 10/1 
308 WEATHERFORD INTL LTD NONE PURCHASE 5/28 
309 SOLD 9/11 
310 WELLS FARGO DIVIDEND 
311 WESTERN DIGITAL CORP NONE SOLD 10/31 
312 WHITING PETROLEUM NONE PURCHASE 5/21 
313 

SOLD 12/23 
314 WILLIS GROUP HOLDINGS NONE PURCHASE 11/3 
315 

PURCHASE 11/4 
316 WMS INDUSTRIES 

NONE PURCHASE 3/31 
317 WYNN RESORTS LTD NONE SOLD 6/30 

318 XEROX DIVIDEND PARTIAL SALE 12/15 
319 YUM! BRANDS DIVIDEND 

PURCHASE 3/6 
GROSS VALUE INCOME DURING END REPORTING 

DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

(1) (1) 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF Q-W) -H) PRIVATE)

---------------------------------------------------------------------------- ------ ---------------------
320  SOLD  11/10  
321  CORPORA BONDS GENERAL ELECTRIC BOND  INTEREST  
322  ALTRIA BOND  NONE  PURCHASE  11/19  
323  OPTIONS NOTE SECTION GOLDMAN, SACHS GROUP -CALL  NONE  PURCHASE  1/2  
324  GOLDMAN. SACHS GROUP -CALL  NONE  SOLD SHORT  1/3  
325  OPTIONS EXPIRED  2/16  
326  NABORS INDS LTD -CALL  NONE  SOLD  1/2  
327  LEVEL -CALL  NONE  PARTIAL SALE  1/2  
328  CASH/ INVESTMENTS/MONEY ACCOUNTS BEAR STEARNS TEMPFUND (BEAR STEARNS -IRA CASH)  DIVIDEND  ACCOUNT CLOSED  9/4  
329  JPMORGAN MONEY MKT (BEAR STEARNS -IRA CASH)  DIVIDEND  ACCOUNT OPENED  9/4  
330  GOLDMAN SACHS BANK DEPOSIT  INTEREST  
331  CITIBANK CHECKING ACCOUNT -FOUNDATION  NONE  
332  CITIBANK INTEREST CHECKING A/C  INTEREST  
333  MORGAN STANLEY BANK DEPOSITS FKA MSIF MONEY MARKEi) (SEE NOTE SECTION VIII)  INTEREST  

CITIBANK CHECKING ACCOUNT NONE GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

------------------------------- --.. -----------------------... ------------------------- (2,) (2,) (2,) 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD CODE CODE (IF (a-....,

PRIVATE) 
-------------------------- --------- ---------- ------------------------
---------------------------------------------------------------------------------
335 CITIBANK ASSET ACCOUNT 	NONE 

336 CITIBANK CASH RESERVE ACCOUNT INTEREST 
CITIBANK INTEREST CHECKING ACCOUNT# INTEREST
338 BEAR, STEARNS ACCOUNT INTEREST ACCOUNT CLOSED 
JPMORGAN MONEY MKT (SEE NOTE SECTION VIII) DIVIDEND ACCOUNT OPENED 
340 NEUBERGER BERMAN INSTL LIQDTY SER INSTL CASH DIVIDEND 341 DEUTSCHE BANK ALEX BROWN MONEY MARKET INTEREST ACCOUNT CLOSED 5/1 342 BARCLAYS WEAL CASH ACCOUNT/MM (Y) FKA LEHMAN BROTHERS CASH ACCOUND 
343 BLACKROCK MONEY MARKET/PNC CASH DIVIDEND 344 UBS BANK USA DEPOSIT ACCOUNT INTEREST ACCOUNT OPENED 4/28 
SMITH BARNEY-CITI INSTL TREASURY MONEY FUND INTEREST ACCOUNT OPENED 9/17 
FOUNDATION INVESTMENTS FOUNDATION BROKERAGE ACCOUNT COMMON STOCKS 
346 ALTRIA GROUP INC DIVIDEND SPUN OFF PHILIP MORRIS 3/31 (SEE LINE 354 BELOW) 
347 SOLD 9/18 
348 AMERICA MOVIL DIVIDEND 
BANK AMERICA 	NONE SOLD 1/8 
350 CITIGROUP INC 	NONE SOLD 1/8  
GROSS VALUE  
INCOME DURING  END REPORTING  

DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

-------------------- -------- -------- ------------ ------------
-----------------------------------------------------------------------------

AMT CODE 

(1) 
TYPE DATE VALUE GAIN IDENTITY
TYPE VALUE 

CODE CODE (IF
(A-H) CODE PRIVATEJ

--... ---------------------------------------------- -------------------------
---------------------------------------------------------------------------------
DYERSBURG CORP NONE 

352 GENERAL ELECTRIC DIVIDEND 
353 KRAFT FOODS INC DIVIDEND ACCEPTED EXCHANGE OFFER 8/11 

TENDERED SOME SHARES (SEE LINE 356 BELOW) DIVIDEND SPUN OFF FROM ALTRIA 3/31 (SEE LINE 346 ABOVE) 
355 
PURCHASE 9/18 
356 
NONE ACCEPTED EXCHANGE OFFER 8/11 RECEIVED SHARES (SEE LINE 353 ABOVE) 

PARTIAL SALE 8/11 
358 DIVIDEND 359 DIVIDEND SOLD 10/3 
360 DIVIDEND SOLD 12/22 
361 GOLDMAN SACHS BANK DEPOSIT #5/CASH ACCOUNT INTEREST 362 AFFILIATED MANAGERS GROUP INC NONE PURCHASE 1/18 

363 
PURCHASE 5/19 
364 
PURCHASE 5/21 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

------------------------------------------------------------------ ----------------------------------------------............................ --------------------- --------------- (1) 
TYPE 

DATE VALUE GAIN IDENTITYAMT CODE TYPE VALUE 
CODE METHOD CODE CODE (IF (Q-W) (A-H) PRIVATE) 

------------------------------------... -----------------365  PURCHASE  6/10  
366  PURCHASE  6/11  
367  PURCHASE  11/25  

368 AGCO CORP 	NONE PARTIAL SALE 

369  PURCHASE  1/18  
370  PURCHASE  217  
371  PARTIAL SALE  2127  
372  PURCHASE  3/20  

PURCHASE 
PURCHASE 
6/10 
PURCHASE 6/11 

PURCHASE 9/30 
PURCHASE 10/1 
378  PARTIAL SALE  10/13  
379  PURCHASE  11/25  
380  PURCHASE  12/2  
381  PURCHASE  12/31  
382  ARCH CHEMICAL INC  DIVIDEND  PURCHASE  4/25 
GROSS VALUE INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

DATE VALUE GAIN IDENTITYAMT CODE TYPE VALUE VALUE 
(A-H) CODE METHOD CODE CODE (IF -(Q-W) -P) (A-H) PRIVATE) 

----- ---------------------------------------------------------------------------------------------------- ------------------------..... 
383 384 385 386 387 388 389 CARAUSTAR INDUSTRIES, INC 390 CASCADE CORP 391 392 393 394 CHICAGO BRIDGE AND IRON COMPANY 

NONE DIVIDEND DIVIDEND 
PURCHASE 
PURCHASE 
PURCHASE 
PARTIAL SALE 
PARTIAL SALE 
PURCHASE 
PURCHASE 
PURCHASE 
PARTIAL SALE 
PURCHASE 
PURCHASE 
PURCHASE 
5/2  
7/1  
8/1  
11/10  
11/11  
12/31  
3/3  
4/23  
10/31  
11/25  
12/2  
10/1  

PURCHASE 10/3 

PURCHASE 10/9 
PURCHASE 11/25 
398 COLONIAL BANCGROUP INC DIVIDEND PURCHASE 1/4 399 
PURCHASE 2/26 
PURCHASE GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

---------- -------------------------  (2')  (2')  (2')  
AMT CODE  TYPE  VALUE  VALUE  TYPE  DATE  VALUE  GAIN  IDENTITY  
(A1-1)  CODE  METHOD  CODE  CODE  (IF 1-1) PRIVATE)
401 	PURCHASE 3/20
PURCHASE 
PURCHASE 
404  
405  
406  
407  
408  
409  
410  
411  COLUMBIA SPORTSWEAR COMPANY  DIVIDEND  
412  
413  
414  
415  DARLING INTERNATIONAL INC  NONE  
416  
417  
418  

PURCHASE PARTIAL SALE PARTIAL SALE PARTIAL SALE PARTIAL SALE PARTIAL SALE SOLD PURCHASE PURCHASE PARTIAL SALE PURCHASE PURCHASE PARTIAL SALE PARTIAL SALE PARTIAL SALE 
712  
9/19  
10/3  
10/6  
10/24  
11/10  
11/13  
1/14  
6/11  
10/29  
11/25  
1/18  
3/18  
4/10  
5/16  

DESCRIPTION ASSETS 

Klmba Wood  MAY, 2009  
GROSS VALUE  
INCOME DURING  END REPORTING  
REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERlo  

-----... ------------------------------------------- --------------- ------------------------  (2)  (2)  (1)  
AMT CODE  TYPE  VALUE  VALUE  TYPE  DATE  VALUE  GAIN  IDENTITY -H)  CODE  METHOD  CODE  CODE  (IF Q-W) -H) PRIVATE) 
-------------................................ _______ __________________________________ -----------------------------------------------------------
419 PURCHASE 9/19 
420 PURCHASE 9/22 
421 PURCHASE 11/25 
422 PURCHASE 12/18 
423 PURCHASE 12/31 
424 FLOWSERVE CORPORATION DIVIDEND PARTIAL SALE 2/12 
425 PARTIAL SALE 2/13 

PARTIAL SALE 2/28 
PARTIAL SALE 
428 SOLD 4/29 429 GRAY TELEVISION INC DIVIDEND PURCHASE 3/3 430 PURCHASE 512 

431 PURCHASE 5/19 432 PARTIAL SALE 11/11 
PARTIAL SALE 11/19 

SOLD 11/20 
JAMES RIVER COAL COMPANY NONE PARTIAL SALE 1/30 
PARTIAL SALE 2/11 

Klmba Wood  MAY, 2009  
GROSS VALUE  
INCOME DURING  END REPORTING  
DESCRIPTION ASSETS  REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERIOD  

------------------------------- --------------------
(1) 
TYPE DATE VALUE GAIN IDENTITY CODE CODE PRIVATE)

--------------------------------------------------------_..___________________________ ------------ -------------------
PARTIAL SALE 2/26 

PURCHASE 3/19 
PARTIAL SALE 
PARTIAL SALE 
PARTIAL SALE 
PARTIAL SALE 5/20 
PARTIAL SALE  5/30  
PARTIAL SALE  6/17  
PURCHASE  814  

PURCHASE 8/15 PURCHASE 9/25 PURCHASE 9/30 

PURCHASE 10/3 

450 
PURCHASE 11/25 451 
PURCHASE 12/2 452 KOPPERS HOLDINGS, INC DIVIDEND PURCHASE 5/16 

PURCHASE 5/19 
PURCHASE 6/30 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

---.... -------------------------------------------------------- 

AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A 	CODE CODE CODE (IF 

(A-H) PRIVATE) 
PURCHASE 9/30 
PURCHASE 11/25 
PURCHASE 12/31 
458 NEWFIELD EXPLORATION 	NONE PARTIAL SALE 2/11 
PARTIAL SALE 2/26 
PARTIAL SALE 
461 
462 463 464 NEWPORT CORP 465 NORDSON CORP 466 467 468 469 470 OGE ENERGY CORP 471 PETROQUEST ENERGY, INC 472 NONE DIVIDEND DIVIDEND 
NONE 

PARTIAL SALE 
PARTIAL SALE 
SOLD 

PURCHASE 
PURCHASE 
PURCHASE 
PURCHASE 
PURCHASE 
PARTIAL SALE 
PURCHASE 
PURCHASE 

3/18  
4/25  
5/6  
3/11  
3/12  
6/24  
8/22  
12/12  
3/18  
8/22  
8/25 
GROSS VALUE 

INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

--------------------------------------------------------
----------------------------------------------------- --------------------------------- ( 

AMT CODE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD 	CODE CODE (IF (A-K) PRIVATE) 
----------------------------------- ------ PURCHASE  ----------- ------ ----------------9/26  
PURCHASE  10/3  
PURCHASE  11/25  

PURCHASE 12/31 
POLARIS INDS INC DIVIDEND PURCHASE 5/21 
478 	PURCHASE 

479  PARTIAL SALE  7122  
480  PARTIAL SALE  10/14  
481  PARTIAL SALE  10/29  
482  PURCHASE  11/25  

483 SMITHFIELD FOODS INC 
NONE PARTIAL SALE 
484 
PURCHASE 712 
485 TRACTOR SUPPLY 
NONE PURCHASE 1/18 
PURCHASE 
487 488 489 490 
PURCHASE  512  
PURCHASE  6/10  
PURCHASE  6/30  
PARTIAL SALE  7125  
GROSS VALUE  
INCOME DURING  END REPORTING  
DESCRIPTION ASSETS  REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERIOD  

--------------------------------------------------____.,. _____ .,. -------- 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
CODE METHOD CODE CODE (olF (J- Q-W) (A-H) PRIVATE) 
491  PARTIAL SALE  8/28  
482  PARTIAL SALE  9/25  
493  PARTIAL SALE  10/13  

PARTIAL SALE  10/30  
PURCHASE  12/31  
TRINITY INDUSTRIES INC  DIVIDEND  PARTIAL SALE  2/27  
PURCHASE  9/30  

PURCHASE 10/3 
PARTIAL SALE 10/14 
500  PURCHASE  11/25  
501  PURCHASE  12/2  
502  PURCHASE  12/18  
503  URS CORPORATION  NONE  PURCHASE  217  
504  PURCHASE  2127  
505  PURCHASE  3/20  
506  PARTIAL SALE  5/13  
507  PURCHASE  10/3  
508  PARTIAL SALE  11/10 
GROSS VALUE 

INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

--- -----------------------------------------------------
-----------_,.. ............ -.....
----------- DATE VALUE GAIN 
CODE CODE (IF (A-PRIVATE) 

---- 
-------------------------------------------------- ---- ------ ----------------

509 PARTIAL SALE 11/24 510 PARTIAL SALE 12/2 

511 USEC INC 	NONE PURCHASE 
512 513 WASHINGTON FEDERAL INC 514 515 516 517 518 519 520 521 
FOUNDATION BROKERAGE ACCOUNT 522 522 --SPRUCEGROVE NON EQUITY LLC/CASH ACCOUNT 523 --SPRUCEGROVE NON EQUITY OFFSHORE 

524 ARIZONA SNOWBOWL AKA SUNWEST HOLDINGS) 
(SEE NOTE SECTION VIII) 

525 DIVIDEND 
NONE NONE K-1 DISTR 
PURCHASE 
PARTIAL SALE 
PURCHASE 
PURCHASE 
PURCHASE 
PURCHASE 

PARTIAL SALE 

PARTIAL SALE 

PARTIAL SALE 

PARTIAL SALE 
DISTRIBUTION 
RETURN OFCAPITAL 
12/31  
3/18  
5/2  
6/10  
6/11  
6/30  
10/3  
10/6  
10/27  
10/30  

3/25 3/25 
GROSS VALUE 

INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
(1) 
AMT CODE TYPE 

(1) 
VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A-H)  CODE -P)  
526  ENTERTAINMENT ACQUISITION (SEE NOTES SECTION VIII)  K-1 DISTR/ ROYALTY DISTR  
527  CARTOON CUTS (SEE NOTE SECTION VIII)  NONE  
528  COSMOS PARTNERS (SEE NOTES SECTION VIII)  K-1 DISTR  
529  TAMPA BAY RAYS FKA TAMPA BAY DEVIL RAYS) (SEE NOTE SECTION VIII)  K-1 DISTR  
530  FRESH DIRECT  NONE  
531 532  HALL CAPITAL PARTNERS (SEE NOTE SECTION VIII)  NONE  

METHOD (Q-W)  CODE -P)  CODE (AH)  (IF PRIVATE)  DISTRIBUTION DISTRIBUTION DISTRIBUTION  1/7 414 4/14  

HARDING SERVICE, LLC K-1 DISTR (SEE NOTES SECTION VIII) 
534  OFFIT CAPITAL ADVISORS  NONE  INITIAL INVESTMENT  4/17  
535  OPUS MEDIA PARTNERS (SEE NOTE SECTION VIII)  NONE  
536  IPC/UHS CO-INVESTMENT PARTNERS, (FKA BSMB/UHS CO-INVESTMENT PARTNERS, LP) (SEE NOTE SECTION VIII)  NONE  
537  IRVING PLACE CAPITAL FKA BEAR STEARNS MERCHANT BANK II)  NONE  ADDITIONAL INVESTMENT  5/14 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD ( 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF -PJ Q-W) (A-H) PRIVATE)

--------------------------------------------------------------------.. ------------------- ---------------------------------- ......................... --.. ----------
538 (SEE NOTES SECTION VIII) 	DISTRIBUTION 
ADDITIONAL INVESTMENT 11/18 

540  DISTRIBUTION  11/18 542  IRVING PLACE CAPITAL 111 FKA BEAR STEARNS MERCHANT BANK Ill) (SEE NOTES SECTION VllQ  K-1 DISTR  ADDITIONAL INVESTMENT ADDITIONAL INVESTMENT 11/19  

BLACKSTONE REAL ESTATE PARTNERS  NONE  ADDITIONAL INVESTMENT  1/22  
(SEE NOTES SECTION VIII)  
ADDITIONAL INVESTMENT  2/26  

545 ADDITIONAL INVESTMENT 3/17 546 ADDITIONAL INVESTMENT 5/14 
ADDITIONAL INVESTMENT 6/24 

548 ADDITIONAL INVESTMENT 7115 549 ADDITIONAL INVESTMENT 7128 550 ADDITIONAL INVESTMENT 12/17 ADDITIONAL INVESTMENT 12/24 552 CENTERVIEW PITAL K-1 DISTR ADDITIONAL INVESTMENT 11/5 
(SEE NOTE SECTION VIII) 

DISTRIBUTION 11/5 BIRDS EYE FOODS FKA AGRILINK) NONE (SEE NOTE SECTION VIII) ADVANCED ORGANICS 
GROSS VALUE INCOME DURING END REPORTING 

DESCRIPTION ASSETS REPORTING PERIOD 
- 
------

----------------------------------------- 

AMT CODE TYPE VALUE (A-H) CODE
556 BORDER MEDIA NONE (SEE NOTES SECTION VIII) 
DYNA VOX NONE (SEE NOTE SECTION VIII) 
558 VESTAR ASSOCIATES NONE (SEE NOTE SECTION VIII) 
559 VESTAR CAPITAL PARTNERS/ASSOC. Ill K-1 DISTR (SEE NOTE SECTION VIII) 
560 VESTAR CAPITAL PARTNERS/ASSOC. AIV INTEREST (SEE NOTES SECTION VIII) 
561 VEST CAPITAL PARTNERS/ASSOC K-1 DISTR (SEE NOTE SECTION VIII) 
562 GOLD TOE FKA CLUETT AMERICAN) NONE (SEE NOTES SECTION VIII) 
563 CONSOLIDATED CONTAINER NONE (SEE NOTE SECTION VIII) 
564 JOHNS KNITS NONE (SEE NOTE SECTION VIII) 
565 ARGO TECH NONE (SEE NOTE SECTION VIII) 
566 ELECTRONIC MATERIALS NONE ('SEE NOTE SECTION VIII) 
567 CCS INCOME TRUST NONE (SEE NOTE SECTION VIII) 
GROSS VALUE 

INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

AMT CODE VALUE TYPE DATE VALUE GAIN IDENTITY 

(A-H) CODE METHOD 	CODE CODE (IF (A-H) PRIVATE)

----.. ...... ___ .., ___ _____ ____ ____ _________ ____ ________ _____ _____ ............ -...... ..,.________ .,.____ ------ -------------------------------..----------------------------------- 
568  CESARE FIORUCCI (SEE NOTE SECTION VIII)  NONE  
569 DUFF PHELPS (SEE NOTE SECTION VIII)  NONE  RETURN CAPITAL  12/24  
570 ESSENT HEALTHCARE (SEE NOTE SECTION VIII)  NONE  
571  GLEASON CORP (SEE NOTE SECTION VIII)  NONE  

572 THE SUN PRODUCTS CORP FKA HUISH DETERGENTS) 	NONE ADDITIONAL INVESTMENT 
(SEE NOTE SECTION VIII)  
573  MEDI-MEDIA (SEE NOTE SECTION VIII)  NONE  
574  NATIONAL MENTOR HOLDINGS (SEE NOTE SECTION VIII)  NONE  

NYBRON FLOORING (Y) 
576 OGF GROUP NONE (SEE NOTE SECTION VIII) 
PARIS DIVIDEND (SEE NOTE SECTION VIII) 
578 PRESS GANEY NONE INITIAL INVESTMENT 317 (SEE NOTE SECTION VIII) 
RETURN CAPITAL 3/31 
580 RADIATION THERAPY 
NONE INITIAL INVESTMENT 2/15 
(SEE NOTE SECTION VIII) GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

-------------- -------------------------
-----------------------------------------------------	
(1) 
AMT CODE 	TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF 
(Q-W) 

(A. PRIVATE) ------------------------------------------------  ---------- ---------------------------------- ------------ --------- 
581  SEVES SPA (SEE NOTES SECTION VIII)  NONE  ADDITIONAL INVESTMENT  3/31  
582  SOLO CUP COMPANY (SEE NOTE SECTION VIII)  NONE  
583  SUNRISE MEDICAL/JOERNS HEALTHCARE (SEE NOTE SECTION VIII)  NONE  
 
584  SYMETRA FINANCIAL (SEE NOTE SECTION VllQ  NONE  
585  VALIDUS HOLDINGS (SEE NOTE SECTION VIII)  DIVIDEND  
586  WILTON HOLDINGS (SEE NOTE SECTION VIII)  NONE  ADDITIONAL INVESTMENT  12/18  
587  AVON DISTRIBUTION LLC (SEE NOTES SECTION VIII)  NONE  
588 589  FLAG VENTURE PARTNERS (SEE NOTES SECTION VIII)  K-1 DISTR  DEEMED DISTRIBUTION DEEMED ADDL INVESTMENT  10/28/05 10/28/05  
590  DISTRIBUTION  1/31  
591  DISTRIBUTION  2/28  
592  DISTRIBUTION  5/29  

ADDITIONAL INVESTMENT  6/17  
RED ABBEY  NONE  DISTRIBUTION  2/5  
(SEE NOTE SECTION VIII) 
GROSS VALUE 

INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 	(1) (4) 
AMT CODE TYPE VALUE TYPE DATE VALUE GAIN IDENTITY 

CODE (IF
(A-H) 	CODE METHOD (A-H) PRIVATE)(J-P) Q-W) 

DISTRIBUTION 2127 
596  ADDITIONAL INVESTMENT  11/14  
597  SENTINEL CAPITAL PARTNERS/SENTINEL PARTNERS (I) (SEE NOTES SECTION VIII)  K-1 DISTR  
598  SENTINEL CAPITAL PARTNERS/SENTINEL PARTNERS (II) (SEE NOTES SECTION VIII}  K-1 DISTR  
599  SENTINEL CAPITAL PARTNERS (111) (SEE NOTE SECTION VIII}  K-1 DISTR  
600  FASLOC  (SEE NOTES SECTION VIII)  NONE  ESCROW RELEASE  5/2  
601  HASCO  (SEE NOTES SECTION VIII)  NONE  ESCROW RELEASE  3/19  
602  FINAL DISTRIBUTION  12/12  
603  INSCAPE  (SEE NOTE SECTION VIII}  NONE  
604  INTERIM HEALTHCARE (SEE NOTE SECTION VIII)  NONE  
605 FLEXIBLE PRODUCTS (SEE NOTE SECTION VIII)  NONE  
606  MADILL CORP (SEE NOTES SECTION VIII)  NONE  
607  METROPOLITAN DENTAL SEE NOTES SECTION VIII)  NONE  ESCROW RELEASE  6127  
608  MIDWEST WHOLESALE HARDWARE (SEE NOTE SECTION VIII)  NONE  

-- --------------------------------------------_____________ ... _____ --------------- ------------ ----------
Kimba Wood  MAY, 2009  
GROSS VALUE  
INCOME DURING  END REPORTING  
DESCRIPTION ASSETS  REPORTING PERIOD  PERIOD  TRANSACTIONS DURING REPORTING PERIOD (4) 

AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD CODE CODE (IF (A-H) PRIVATE) 
609  ----------------------------------------------NIVEL (SEE NOTES SECTION VIII)  ----- NONE  -------------------- ESCROW RELEASE  ----10/24  ----  ...........................................  ------------ 
610  REACHOUT HEALTHCARE (SEE NOTE SECTION VIII)  NONE  ADDITIONAL INVESTMENT  10/16  
611  SOUTHERN CALIFORNIA PIZZA (SEE NOTE SECTION VIII)  NONE  INITIAL INVESTMENT  10/16  
612  SPINRITE  (SEE NOTE SECTION VIII)  NONE  
613  STRATEGIC PARTNERS (SEE NOTE SECTION VIII)  NONE  
614  TRINITY CONSULTANTS HOLDINGS (SEE NOTE SECTION VIII)  NONE  
615  TRUSSBILT HOLDINGS (SEE NOTE SECTION VIII)  INTEREST  RETURN CAPITAL  5/14  
616  VINTAGE HOLDINGS (SEE NOTE SECTION VIII)  NONE  
617  SCIENS CAPITAL PARTNERS (SEE NOTE SECTION VIII)  K1 DISTR  
618  NORTHERN HELLENIC HOLDINGS LLC (SEE NOTES SECTION VIII)  NONE  
619  SCIENS VENTURE PARTNERS (AKA ZILKHA VENTURE)  
620  PARK AVENUE PARTNERS (SEE NOTES SECTION VIII)  K-1 DISTR  DISTRIBUTION  3/3  

DISTRIBUTION 
DISTRIBUTION 11/7 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

---..... ---------------------------------------... --------------------------------------------------------------... ------____ ------- -----------_., ..,. ____ 
(1) 

AMT CODE  TYPE  VALUE  VALUE  TYPE  DATE  VALUE  GAIN  IDENTITY  
(A-H)  CODE  METHOD  CODE  CODE  (IF -P) Q-W) -P) -H)  PRIVATE)  
---- -------.. ----------------------------------------------------------  -------- ---- ---- ------ -----------------------  --------- ------  ------------ --------...  

623 	DISTRIBUTION 12/23 
624 QUINTANA ENERGY PARTNERS K-1 DISTR ADDITIONAL INVESTMENT 3/18 (SEE NOTES SECTION VIII) 625 ADDITIONAL INVESTMENT 8128 
626 LEHMAN BROTHERS CO-INVSTMNT LP/CAYMAN AIV NONE ADDITIONAL INVESTMENT 2/7 (SEE NOTES SECTION VIII) 627 ADDITIONAL INVESTMENT 2128 
628 	ADDITIONAL INVESTMENT 3/10 
629 	DISTRIBUTION 3/10 
630 	ADDITIONAL INVESTMENT 4/10 
631 	DISTRIBUTION 4/10 
ADDITIONAL INVESTMENT 
633  DISTRIBUTION  9/9  
634  OTHER INVESTMENTS/NOTES RECEIVABLE 634 -CHESAPEAKE PARTNERS (SEE NOTE SECTION VIII)  NONE  
635  FARALLON CAPITAL PARTNERS (SEE NOTES SECTION VIII)  NONE  
636  AXIOM INTERNATIONAL INVESTORS LLC (SEE NOTE SECTION VIII)  NONE  
637  THE BLENHEIM FUND LLC  (SEE NOTE SECTION VIII)  K-1 DISTR  
638  PORTAGE PARTNERS  (SEE NOTE SECTION VIII)  NONE  WITHDRAWAL  4/15  

Kimba Wood  MAY, 2009 DESCRIPTION ASSETS INCOME DURING REPORTING PERIOD GROSS VALUE END REPORTING PERIOD TRANSACTIONS DURING REPORTING PERIOD  
---.. --------------------------------------.......  --- ---- ---------------- ------------------ 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF 
(A-H) PRIVATE) 
--- --------------------------------------------639 TOWLE CAPITAL PARTNERS (SEE NOTE SECTION VIII)  NONE  ------------------------------------- -------........ _____ .,._  
640 WHALE ROCK FLAGSHIP FUND (SEE NOTE SECTION VIII)  NONE  
641 BLUE AND GRAY PARTNERSHIP (SEE NOTES SECTION VIII)  NONE  SOLD INTEREST  12/5  FISHER  
642 F.E. RICHARDSON (SEE NOTES SECTION Viii) 643  NONE  ADDITIONAL INVESTMENT ADDITIONAL INVESTMENT  7/11 8/1  
 
644  ADDITIONAL INVESTMENT  8/28  
645  ADDITIONAL INVESTMENT  9/24  
646  ADDITIONAL INVESTMENT  10/24  
647  ADDITIONAL INVESTMENT  11/24  
648  ADDITIONAL INVESTMENT  12/19  
649 RACE HORSES (SEE NOTE SECTION VIII)  NONE  ALL HORSES RETIRED  8/10  
650 OP40 INC (SEE NOTE SECTION VIII)  NONE  
651 OSCAR SCHAFER PARTNERS (SEE NOTE SECTION VIII)  NONE  
 
652 NOTE RECEIVABLE -ALISON SALMON  NONE  REPAID NOTE  10/28  
653 NOTE RECEIVABLE PETER JONES  NONE  LOAN  10/9  
654 HAWK GROUP S.A.  NONE  INITIAL INVESTMENT  2/6  
655  ADDITIONAL INVESTMENT  5/29 
DESCRIPTION ASSETS 

-------... ------------------------------------------.. ----
656 
PROFIT SHARING PLAN FUNDS 657 657 ---ING ROWE PRICE INCOME 658 ---ING MARSICO INTERNATIONAL OPP PORT 659 CITIBANK INTEREST CHECKING ACCOUNT 660 AVON DISTRIBUTION LLC 661 NEUBERGER BERMAN INSTL LIQDTY SER INSTL CASH 662 ALTRIA GROUP COMMON STOCK 663 AMERICA MOVIL COMMON STOCK 664 AMERICAN INTERNATIONAL GROUP COMMON STOCK 665 ANADARKO PETROLEUM CORP COMMON STOCK 666 BLACKROCK INC COMMON STOCK 667 CBS CORP COMMON STOCK 668 INTERNATIONAL BUSINESS MACHINE CMN STOCK 669 JOHNSON JOHNSON COMMON STOCK 670 KRAFT FOODS COMMON STOCK 671 MURPHY OIL CORP COMMON STOCK 672 PACKAGING CORP AMER COMMON STOCK 
INCOME DURING 
REPORTING PERIOD 

--------  
AMT CODE  TYPE  
(AH)  

NONE 
NONE 
GROSS VALUE 
END REPORTING 
PERIOD 
VALUE VALUE CODE METHOD Q-W) 

Kimba Wood MAY, 2009 
TRANSACTIONS DURING REPORTING PERIOD 

------------------------------------ -------------------------- 
TYPE DATE 	VALUE GAIN IDENTITY CODE CODE (IF (A-H) PRIVATE)
ADDITIONAL INVESTMENT 8/28  
GROSS VALUE  
INCOME DURING  END REPORTING  

DESCRIPTION ASSETS 	REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

--- ______________________________ ,.. ______________ ---- 
TYPE DATE VALUE GAIN IDENTITYAMT CODE TYPE VALUE VALUE 
(A-H) 	CODE METHOD CODE CODE (IF (Q-W) PRIVATE)

------------------------------------------------------------- ----------------------
673 SHIP FINANCE INTERNATIONAL LTD CMN STOCK 674 SMURFIT-STONE CONTAINER CORP CMN STOCK 675 SUNCOR ENERGY COMMON STOCK 676 UNITED TECHNOLOGIES CORP COMMON STOCK 677 UNUM GROUP COMMON STOCK 678 XEROXCORP COMMON STOCK (Y) 

679  TRUST  DIV/INT  
680  --GOLDMAN SACHS BANK DEPOSIT/CASH  
681  --ABBOTT LABORATORIES COMMON STOCK  
682  --ALTRIA GROUP INC COMMON STOCK  SPIN OFF PHILIP MORRIS  3/28 SEE LINE 693 BELOW)  
683  SOLD  9/18  
684  --AMERICA MOVIL COMMON STOCK  
685  --ANHEUSER BUSCH COS INC COMMON STOCK  SOLD  11/19  
686  ---BLACKROCK, INC COMMON STOCK  PARTIAL SALE  9/18  
687  ---.GENERAL ELECTRIC COMMON STOCK  PURCHASE  10/2  
688  --HEWLETT-PACKARD COMMON STOCK  
689  ---JOHNSON JOHNSON COMMON STOCK  
690  --KRAFT FOODS INC COMMON STOCK  ACCEPTED EXCHANGE OFFER  8/11 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

--- ------------------------------------------------------------------------------------ (4) 
AMT CODE VALUE VALUE TYPE DATE VALUE IDENTITY CODE METHOD 	CODE(A

(IF (Q-W) 

PRIVATE) 
691 LUCENT TECHNOLOGIES CONV PREFD SEE NOTE SECTION VIII) 
692 ---MEDTRONIC INC COMMON STOCK 
693 PHILIP MORRIS 
694 
695 ---RALCORP HLDGS INC 
696 697 
698 SONIC CORP COMMON STOCK 
699 ---WHITE MTNS INS GROUP COMMON STOCK 700 ---PLUM CREEK TIMBER INC STOCK 701 TRUST FKA TRUST 702 ---BLACKROCK LIQUIDITY FUNDS 703 JENNISON 20/20 FOCUS FUND (MUTUAL FUND) 
704 ---THIRD AVENUE INTL VALUE (MUTUAL FUND) DIVIDEND 
TENDERED SOME SHARES (SEE LINE 695 BELOW) 
WARRANTS EXPIRED 
SOLD 
SPUN OFF FROM ALTRIA (SEE LINE 682 ABOVE) 
PURCHASE 
ACCEPTED EXCHANGE OFFER 
RECEIVED SHARES 
(SEE LINE 690 ABOVE) 

PARTIAL SALE 
SOLD 
SOLD 
3/11 2/20 3/28 9/18 8/11  
8/11 9/18  
11/21  

TRUST FKA TRUST DIVIDEND 
GROSS VALUE 
INCOME DURING END REPORTING 

DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 

---- 
------------------------ ------.. ----------------------------  
VALUE  GAIN  IDENTITY  
CODE  CODE  (IF  

AMT CODE TYPE TYPE DATE PRIVATE)

---- -----------------------------------------------------------
---------------------------------------------------------------
706 ---BLACKROCK LIQUIDITY FUNDS 
707 ---JENNISON 20/20 FOCUS FUND MUTUAL FUND) 
708 RENTAL PROPERTY -NEW YORK, RENT 6/15/2005 $850,000) 709 MOORINGS/NAUTICAL (SEE NOTE SECTION VIII) INTEREST FINAL TRUST DISTRIBUTION 6/2 710 MELLON BANK ESCROW ACCOUNT INTEREST ACCOUNT DISTRIBUTED 6/26 CLOSED 
711 CITIBANK INTEREST CHECKING ACCOUNT# 
712 MERRILL LYNCH ACCOUNT -ML 

BANK AMERICA ESCROW ACCOUNT INTEREST ACCOUNT OPENED 6/20 
ACCOUNT CLOSED 8/18 
ADS  5/11 /2009 
Disk: 2008 Disclosure File: 08d1scl 

Name Person Reporting 
Date Report 
WOOD, KIMBA 
05/13/2009 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReport.) 
See attached 

Kimba Wood -May, 2009 (Page there was either partial withdrawal withdrawal from this corporation 
partnership during the reporting year, all K-1 activity (interest, dividends, capital gains, 
ordinary income, etc.) was netted together, and, that net figure was larger than the 
required income threshold, was included Column B.(1) with Column B.(2) noting 
"K-1 DISTR" (K-1 Distribution). the K-1 activity netted loss, then Column B.(1) 
was left blank and "NONE" was included Column B.(2). the Corporation partnership interest was either sold fully withdrawn from 
during the reporting year, the capital gain amount included Column along with 
other transaction details. The remaining K-1 figures were netted together, and larger 
than the required income threshold, included Column B.( with Column B.(2) noting 
"K-1 DISTR". 
Both the above approaches were obtained from Mr. George Reynolds, Financial 
Disclosure Examiner. 
NOTE2 
For put options that were sold short and then expired, the gain included the "OPTION EXPIRED" line because that was when the gain was realized. Since the option was sold short, though, the value was recorded the time sale and included the "SOLD SHORT" line. Therefore, there value code listed the "OPTION EXPIRED" line. For warrants that expired, there value code listed Column D.(3) because the warrants were worthless. 
NOTE3 
This money market/cash account attached investment account. All the 
investments are listed separately this report. Neither the income nor the cash balance year-end met the threshold for reporting. However, since there are other reportable 
accounts this financial institution, this account deemed reportable. withdrew from this Partnership 2007. 2008, received two additional 
For purposes this report, considered all the distributions gains. 

There are many investments non-public companies. The estimated market values used for all such investments, unless otherwise noted, are based upon the current knowledge the worth such companies, discussions with the companies' management and company issued reports. 

Kimba Wood-May, 2009 (Page 
NOTE6 
There was "deemed" distribution and "deemed" capital call 10/2 005. Since cash was involved and did not receive letter notification from the entity, the items were not included the 2005 FDR. Since the 2005 K-1 was used determine codes for the income received and the 2005 year end market value code would not have changed, amending the 2005 FDR deemed unnecessary. 4129109, Peter Laugesen, FDR Examiner, confirmed that amending the 2005 Report not necessary. 
NOTE7 
For those entities which issued K-1 the K-1 netted loss but there was another source income from the entity, the source the other income listed instead "NONE". there was K-1 income and additional source income, both amounts were summed determine the code for Column B.(l) and both types income are noted Column B.(2). 
Although there investment this company, considered worthless. Therefore, 
there year-end value code reported Column C.(1). 
There limited partnership interest this entity. Since the filer cannot "direct, 
influence any other manner affect the purchase, exchange, sale disposition the 
entity property owned the entity'', Financial Disclosure Filing Instructions, page 
35, the assets held the partnership are not reportable. the partnership had capital call for investment specific company, "ADDITIONAL INVESTMENT" noted Column D.(l). The name the underlying company not listed. Further, the partnership either returned capital sold one its investments and returned funds the reporting family, "DISTRIBUTION" listed Column D.(l) Neither the name the underlying company nor the gain amount listed. 
The entity's K-1 considered the source document for all income from this investment (including capital gains/losses). All K-1 activity was netted together and greater than the required income threshold, included Column B.(1) with Column B.(2) noting "K-1 DISTR". the K-1 activity netted loss, then Column B.(l) was left blank and "NONE" was included Column B.(2). 

NOTE 
There are several Vestar and Sentinel Partnerships (See Lines 558-561 and 597-59 Section VII). The companies they own are all listed separately this report because the filer "can direct, influence any other manner affect the purchase, exchange, sale 

Kimba Wood-May, 2009 Page 
disposition the entity property owned the entity," Financial Disclosure Filing 
Instructions, page 35. Vestar III, and and all the Sentinel Funds, there both limited partner (LP) 
and general partner (GP) interest (each interest housed different partnership). For 
Vestar II, however, Vestar Equity Partners filed its final K-1 2006; therefore, only 
Vestar Associates remains. For purposes this report, the K-1 information for the 
LP/GP interests each Fund combined and included one line. This approach 
matches the way the Funds' portfolio companies are included this report (the GP/LP 
interests are both included when determining the value code for Column C.(l)). 
Each year, there K-1 from each the partnerships. The K-ls summarize all the 
ordinary income (loss), portfolio income, capital gains/losses, etc., for all the 
underlying companies. avoid double counting, underlying company was sold, 
the capital gain/loss included the line where the actual company listed and 
excluded from the K-1 income reported Column B.(l) for each the partnerships. 
The remaining K-1 items were netted together. the net amount was larger than the required income threshold, that amount was included Column B.(l) with Column B.(2) noting "K-1 DISTR". the K-1 activity netted loss, then "NONE" included Column B.(2). result, since all K-1 activity accounted for the partnership level, the underlying companies which are listed separately not show any income Column B.(l) (unless there item that not included the K-1 the Vestar Funds and the Sentinel Funds, only Vestar had value the books the end 2008. Therefore, there market value reported Column C.(l) for any the other funds. Because the Partnerships' portfolio companies are listed separately this report, the partnerships themselves oftentimes show market value. 
NOTE 
Although there was debit balance this Morgan Stanley account 12/31/07 and all 
the cash had been withdrawn, was assumed that the money market was still open. 
fact, though, the money market was closed when the funds were redeployed. During 
2008, there again credit cash balance this Morgan Stanley account. The funds, 
however, are held deposit account, not money market account. 
NOTE 

The interest income noted the report relates the liquidating trust. There yearend value code the final distribution was received 2008. 
The filer the sole shareholder this corporation. The company's assets are limited office furniture, office equipment, checking account, money market account and 

Kimba Wood-May, 2009 (Page 
two limited partnership interests Cosmos and Hawk which are listed separately this report (See Lines 528 and 654-656 Section VII). The value used determine the yearend valuation code was the checking/money market account balances plus the office furniture/equipment balance (less accumulated depreciation). 
All horses were retired boarding farm. There value code Column 0.(3) 
because once the horses retire they longer have any earnings potential and, hence, 
This company was sold prior year. Therefore, there year end value reported 
This company's 2008 K-1 was not received the May 15, 2009 Disclosure Report filing date. Therefore, the company's income has been estimated. Once the actual K-1 received, the income code based the actual K-1 differs from the code reported this report, letter explaining the difference will filed with the Committee. 
NOTE 
This investment made through either Vestar Sentinel partnership (See Lines 558561 and 597-599 Section VII). Since the filer can "direct, influence any other manner affect the purchase, exchange, sale disposition the entity property owned the entity", Financial Disclosure Filing Instructions, page 35, the partnership's assets must listed separately this report. result, this company reportable. 
All transactions (investments, sales and related gain/(loss), distributions, etc.) are 
reported for the company. Any K-1 income (excluding gain/(loss) sales) attributable the company, however, included the partnership's line. there was income 
received separate from the K-1 recorded Column See Note for more 
information. 
Either the Ending Capital Account value from the entity's 2008 K-1, estimate the same, was used determine its year-end value code for Column C.(l 
This asset had value the books the end the year. Therefore, there value code reported Column C.(l). However, the K-1 reported income over the threshold level the asset reportable. 

Date Report 
Name Person Reporting 
WOOD, KIMBA 
0511312009 
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. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FIUNG 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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