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Judicial Watch • Margaret M. Morrow – 2007

Margaret M. Morrow – 2007

Margaret M. Morrow – 2007

Page 1: Margaret M. Morrow – 2007

Category:Federal Judges

Number of Pages:68

Date Created:November 3, 2008

Date Uploaded to the Library:November 27, 2014

Tags:Margaret M Morrow, margaret, partial, Estate, stock, Market, 2007, assets, INVESTMENTS, transactions, Codes, disclosure, reporting, report, Federal Judge, financial, income, Judge


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POSIT! ONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION Director Nin Circuit Historical Society 
Trustee Bryn Mawr College -Board Trustees 
Trustee Mayfield Senior School -Board Trustees 
Trustee Trust -(see Part VII; Page 30, Line 446) 
[ZJ NONE (No reportable agreements.) 
 
 
 
Ill. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 
 
instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
INCOME 2007 NBC Studios, Inc., filming residence 14,500.00 
Defined Benefit Pension Payment from State California 203,966.28 3.2007 Defined Benefit Pension Payment from State California 44,740.84 Spouses Non-Investment Income -I/you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 2007 California Courts Appeal, Second Appellate District -Salary 
 
 
 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) Bryn Mawr College February 8-10 Bryn Mawr, Board Trustee Meeting Air Transportation, Meals Bryn Mawr College April26-28 Bryn Mawr, Board Trustee Meeting Lodging, Air Transportation, Meals 
 
07/18/2008MORROW, MARGARET GIFTS. (Includes those spouse and dependent children; see pp. 28-31 ofjWng instructions.) 
[ZJ NONE (No reportable gifts.) 
SOURCE DESCRIPTION 
 
VALUE 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 
 
DESCRIPTION 
VALUE CODE 
 
 
 
 
 
MORROW, MARGARET 
07118/2008 
VII. INVESTMENTS and STS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div., rent, int) (I) Value Code2 (J-P) (2) Value Method Code3 (Q-W) (1) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (ifprivate transaction) Van Kampen American Capital, Pace None Fund-A-IRA 
Vanguard Windsor Fund -IRA Int./Div. 
Wells Fargo Bank -IRA Interest 
BROKERAGE ACCOUNT Int./Div. INDIVIDUAL RETIREMENT ACCOUNT 
-Cash equivalent -Smith Barney 
-International Paper Company -common Partial sale 8/15 stock 
Final sale 8/17 
-Union Pacific Corp. -common stock Partial sale 1/10 
-Final sale 1/11 
 
10. 
-Wyeth -common stock 
 
11. 
-American International Group, Inc. -Partial buy 5123 common stock 
12. 
Partial sale 9125 
 
13. 
-Amgen Inc. -common stock Partial sale 3/20 
 
 
14. -Partial buy 11/8 
15. 
-Sanofi-Aventis ADR -common stock Partial sale 6111 
 
16. 
Partial sale 7120 
 
 
17. -Bank New York Inc. -common stock Partial buy 3/5 Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) =$1,000 less =$50,001 -$100,000 =$15,000 less =$250,001 -$500,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =$1,001 -$2,500 =$100,001 -$1,000,000 =$15,001 -$50,000 =$500,001 -Sl,000,000 =Cost (Real Estate Only) V=Other =$2,501 -$5,000 =$1,000,001 -$5,000,000 =$50,001 -$100,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated =$5,001 -$15,000 =More than $5,000,000 =$100,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
Date Report 
MORROW, MARGARET 07118/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing ins/ructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
18. Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) (2) Amount Type (e.g., Code div., rent, (A-H) int.) (I) Value Code (J-P) (2) Value Method Code (QW) (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) 
Partial buy 3/16 
Merger 7/2 See note Part VIII 
20. 
-The Bank New York Mellon Partial buy 8/22 Corporation -common stock 
 
21. 
-Bemis Company Inc. -common stock Partial sale 4113 
 
22. 
-BP PLC ADR -common stock Partial sale 4/13 
 
23. 
-Cadbury Schweppes PLC ADR -common 
 
 
Partial sale 
stock 
24. 
-Canon Inc. ADR -common stock 
 
25. 
-Catalina Marketing Corporation -common Final sale 3/9 stock 
 
26. 
-Cisco Systems Inc. -common stock Partial buy 9114 
27. 
Partial sale 1/8 
 
28. 
-Deere Company -common stock Partial sale I/JO 
 
 
-Diageo PLC ADR -common stock Partial sale 7/12 J 
30. 
Partial sale 9/11 
 
31. 
-Eaton Vance Corp. Non VTG -common Partial sale 1/17 stock 
 
32. 
-ENI S.P.A. ADR -common stock 
 
 
-Exxon Mobil Corporation -common stock Partial sale 4/13 
-Partial sale 5/25 Income Gain Codes: =$1,000 less 1,00 -$2,500 =$2,501  $5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns anrl D4) F=S50,00l -$100,000 =$100,001  $1,000,000 =$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 =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001  Sl,000,000 =$1,000,001  $5,000,000 =$5,000,001  $25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
Date Report 
Name Person Reporting 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and STS income, value, transactions (Includes those Spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt fiom prior disclosure (1) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (1) Value Code (J-P) (2) Value Method Code (Q-W) (I) Type (e.g., buy, sell, redemption) (2) (3) Date Value Month Code Day (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
35. -Partial sale 7/6 
36. Partial sale 7/12 
37. Partial sale 7/27 
-Fair Isaac Co. Inc. -common stock Partial sale 4/13 
Final sale 
-Bank America -common stock Partial sale 1/24 
41. 
-Final sale 519 
 
42. 
-General Electric Company -common stock Partial buy 2/6 
 
 
Partial sale 
-Heineken ADR -common stock 
45. -HSBC Holdings PLC ADR -common Partial sale 7/25 stock 
46. Partial sale 11/13 
-Jack Henry Associates Inc. -common stock 
48. 
-JP Morgan Chase Company -common Partial buy 1/22 
stock 
49. Partial buy 10/19 
50. Partial buy 12/31 
51. -Microsoft Corporation -common stock Partial sale 2/16 Income Gain S00,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =$1,001 -$2,500 =$100,001 -$1,000,000 =$15,001 -$50,000 =$500,001-Sl,000,000 R=Cost (Real Estate Only) =Other =$2,501 -$5,000 =Sl,000,001-$5,000,000 =$50,001  $100,000 =$1,000,001 -$5,000,000 =More than $50,000,000 S=Assessment W=Estimated 0=$5,001-$15,000 =More than $5,000,000 =SI00,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market E=$15,00l -S50,000 
 
Date Report 
MORROW, MARGARET 07/1812008 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
69. -Unilever PLC ADR -common stock Partial buy 7/10 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (J) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
70. 
-Valspar Corporation -common stock 
 
71. 
-Verizon Communications -common stock Partial sale 6114 
 
72. 
-Idearc Inc. -common stock Final sale 3/21 
 
 
-Wal-Mart Stores Inc. -common stock Partial sale 8124 
Partial sale 10/2 
Partial sale 1/14 
76. -Waste Management Inc. -common stock 
-AXA S.A. ADR -common stock Partial sale 4/13 
78. 
-Barclays PLC ADR -common stock Partial sale 7126 
 
79. 
-Final sale 111 
 
80. 
-Citigroup Inc. -common stock Partial sale 10/26 
 
81. 
-Donaldson Co. Inc. -common stock Partial buy 6127 
 
82. 
-Glaxosmithkline PLC ADR -common Partial sale 2/22 stock 
 
 
83. -San Paolo !MI S.p.A. ADR -common Merger 1/8 See note Part VIII 
stock 
84. -Intesa Sanpaolo S.p.A. ADR -common 
stock 
 
85. -Merck Co. -common stock Partial sale 2/8 Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) =$1,000 less F=S50,001-SIOO,OOO J=SI 5,000 less N=$250,001 -$500,000 =$25,000,001 -$50,000,000 =Appraisal U=Book Value =$1.001 -$2,500 G=$100,001-$1,000,000 K=$15,001 -$50,000 0=$500,00 -$1,000,000 =Cost (Real Estate Only) V=Other C=$2,501 -S5,000 =$1,000,001 -$5,000,000 =50,001 -$100,000 =$1,000,001-$5,000,000 P4=More than $50,000,000 =Assessment =Estimated =$5.001 -$15,000 H2=More than $5,000,000 =$100,001 -$250,000 P2=$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
Date Report 
Name Person Reporting 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(I) 
(2) 
(3) 
(2) (4) 
(5) 
Amount 
Value 
Place (X) after each asset 
Type (e.g., 
Code 
Code 
div., rent, 
exempt from prior disclosure 
(A-H) int.) 
(J-P) 
86. 
 
87. 
88. 
89. -Nokia Corp. ADR -common stock 
Value Method Code (Q-W) 
Type (e.g., buy, sell, redemption) 
Partial sale 
Partial buy 
Final sale 
Date 
Month- 
Day 
 
2/9 
5/16 
12/4 
Gain 
Value 
Code 
Code2 
(A-H) 
(J-P) 
Identity buyer/seller (if private transaction) 
-Reinsurance Group America -common Partial sale 4/13 stock 
-Schering Plouib Corp. -common stock 	Final sale 3119 
-Siemens ADR -common stock 
-Societe Generale ADR -common stock 	Final sale 8/30 
94. 
-UBS -common stock 
 
95. 
-Allied Irish Banks PLC -ADR -common Final sale 4/2 stock 
 
 
-Brown Brown Inc. -common stock 	Partial buy 1/22 
-Comcast Corp. -common stock 	Partial sale 5/16 
98.	Partial sale 5/17 
99. 	Partial sale 8/21 
100. 	Partial sale 9/21 
JOI. 	Partial sale 9/24 
102. -Copart Inc. -common stock Income Gain Codes: 41,000 less 
(See Columns and D4) F=S50,00I -$100,000 
Value Codes =s..ooo less 
 
(See Columns and DJ) =$250,00 -$500,000 =$25,000,00 -$50,000,000 
Value Method Codes =Appraisal 
(See Column C2) =Book Value =$1,001 -$2,500 =SI00,001 -$1,000,000 K=$15,00l -S50,000 0=$500,001 -$1,000,000 =Cost (Real Estate Only) =Other =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -S50,000 =$1,000,001 -$5,000,000 =More than $5,000,000 =$50,001 -$100,000 =SI00,001 -$250,000 =Sl.000,001 -$5,000,000 =$5,000,00! -$25,000,000 =More than $50,000,000 =Assessment =Cash Market =Estimated 
 
Date Report 
Name Person Reporting 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
 
(1) 
(3) 
(I) 
(2) 
(4) 
(5) 
Type (e.g., buy, sell, redemption) 
Date Value 
Gain 
Identity Month 
Code 
Code 
buyer/seller Day 
(if private transaction) 
(A-H) 
(J-P) 
Place (X) after each asset Amount exempt from prior disclosure 
Code (A-H) 
103. 
-Eaton Corp. -common stock 
 
104. 
-Procter Gamble -common stock 
 
 
105. 
 
 
106. 
107. 
 
108. 
 
 
 
109. 
-Monsanto Co. -common stock 
 
110. 
-Newmont Mining Corp. -common stock 
 
 
111. 
112. -Parker-Hannifin Corporation -common stock 
113. 
114. 
-Praxair, Inc. -common stock 
 
115. 
-Regis Corp. Minnesota -common stock 
 
116. 
-Rent-A-Center Inc. -common stock 
 
 
Type (e.g., Value div., rent, Code int.) 
(J-P) 
Value Method Code (Q-W) 
Partial sale 4/13 
Partial sale 614 
Partial sale 7/12 
Partial sale 11/2 
Partial sale 1116 
Partial sale 5/23 
Final sale 5/25 
Partial sale 1/16 
Final sale 1/17 
Final sale 11/9 
117. -Tesco PLC ADR -common stock Partial sale 4/13 
118. Partial sale 6120 
119. -Zebra Technologies Inc. -common stock Income Gain Codes: =$1,000 less =$1.001 -$2,500 =$2,501 -$5,000 =$5,001  $15,000 =$15,001  $50,000 
(See Columns and 04) =$50,00  00,000 =$100,001  $1,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =Sl5,00I -$50,000 =$50,001  $100,000 =SI 00,00  $250,000 
(See Columns and D3) =$250,00 -$500,000 =$500,001  $1,000,000 =$1,000,001 $5,000,000 =$5,000,001 -$25,000,000 =$25,000,001  $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other W=Estirnated 
 
Date Report 
Name Person Reporting 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income. value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (2) (l) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code cliv., 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) 
 
120. 
-Credit Suisse Group ADR -common stock Partial sale 3/10 
 
121. 
-Emerson Electric Co. -common stock 
 
122. 
-Kraft Foods Inc. -common stock 
 
123. 
-Microchip Technology Inc. -common Partial buy 7120 stock 
 
124. 
-Partial buy 7/24 
 
125. 
-Partial sale 10/9 
 
126. 
-Progress Energy Inc. -common stock 
 
127. 
-Stancorp Financial Group -common stock Partial sale 4/13 
 
128. 
-Final sale 7/17 
 
129. 
-Swiss Reinsurance ADR -common stock Final sale 1125 
 
 
 
130. 
-Vodafone Group PLC ADR -common stock 
 
131. 
-Yahoo Inc. -common stock Final sale 216 
 
132. 
-Baxter International Inc. -common stock Partial sale 8/22 
 
133. 
-Partial sale 8/23 
 
 
134. -final sale 8/27 
135. -Clorox Co. -common stock Partial sale 
136. Partial sale Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =Sl,000,001 -$5,000,000 Value Codes =$15,000 le;;s K=$15,00I -$50,000 =$50,001 -$100,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001-$5,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Ooly) =Assessment 
(See Column C2) =Book Value =O!ber =Estimated 
 
3/26 
4/20 =$5,001 -$15,000 =$15,001 -$50,000 =More than $5,000,000 =$100,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code2 (J-P) (2) Value Method Code) (Q-W) (I) Type (e.g., buy, sell., redemption) (2) Date Month Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller private transaction) 
 
137. 
-Final sale 5/16 
 
138. 
-CVS Corp. -common stock Merger 3122 See note Part VIII 
 
139. 
-CVS Caremark Corp. -common stock Partial sale 4113 
140. 
Partial sale 614 
 
141. 
-Kimberly Clark Corp. -common stock Partial sale 7119 
 
142. 
-Final sale 7/23 
 
143. 
-Kroger Co. -common stock Partial buy 1/31 
 
 
144. Partial sale 4113 
145. -Mettler Toledo International Inc. Partial sale 1/18 
common stock 
146. -Normura Holdings Inc. ADR common 
stock 
 
147. 
-Pfizer Inc. -common stock Final sale 1/4 
 
148. 
-Adobe Systems Inc. -common stock Partial sale 10/25 
 
149. 
-Automatic Data Processing Inc. -common Partial sale 7/12 stock 
 
150. 
-Final sale 8/15 
 
 
15]. -Broadridge Financial Solutions Inc. -Spin-off 415 See note Part VIII common stock 
152. -Final sale 4/10 
153. -Barrick Gold Corp. CAD -common stock Income Gain Codes: (See Columns and 04) Value Codes (See Columns and 03) Value Method Codes (See Column C2) S1,000 less F=$50,001 -$100,000 J=$15,000 less N=$250,001  $500,000 =$25,000,001 -$50,000,000 =Appraisal U=Book Value =Sl,001 -$2,500 =$100,001 -$1,000.000 K=$15,00l -50,000 0=$500,001 -$1,000,000 =Cost (Real Estate Only) V=Other c=$2.501 -$5,000 =Sl,OD0,001 -$5,0D0,000 L=S50.ooI -SI 00,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated D=$5,001  $15,000 H2=More than $5,0D0,000 =SI00,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -S50,000 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure (I) (2) Amount Type (e.g., Code div., ren (A-H) int.) (I) (2) Value Value Code Method (J-P) Code (Q-W) (I) Type (e.g., buy, sell, redemption) (2) (3) (4) Date Value Gain Month-Code Code Day (J-P) (A-H) (5) Identity buyer/seller (ifprivate transaction) 
 
154. 
-BellSouth Corp. -common stock Merger Jan. See note Part VIII 
 
155. 
-Campbell Soup Company -common stock Partial sale 519 
156. 
Partial sale 5/23 
 
157. 
-El Paso Corp. -common stock 
 
158. 
-General Dynamics Corp. -common stock Partial sale 6/11 
159. 
Partial sale 6113 
 
160. 
-Google Inc. -common stock 
 
161. 
-Hewlett Packard Co. -common stock Partial buy 5/15 
162. 
Partial buy 8/28 
 
163. 
-Partial sale 11/16 
 
164. 
-Hoya Corp. ADR -common stock 
 
165. 
-Imperial Tobacco Group PLC ADR -Partial sale 5/21 common stock 
 
 
166. 167. 168. 169. 170. -Johnson Johnson -common stock ---Medimmune Inc. -common stock -Mitsubishi UFJ Financial Group Inc. -common stock Partial sale Partial sale Final sale Final sale Final sale 3/21 5/1 8/2 3/14 10/18 Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column Cl) =$1,000 less F=$50,00I -SI00,000 =$15,C less =$250,001 -$500,000 =$25,000,001 -$50,000,000 Q=Appraisal =Book Value =$1,00 -Sl,500 =$100,001 -Sl,000,000 K=$15,001 -$50,000 =$500,001 -$1,000,000 =Cost (Real Estate Only) V=Other =$2,501 -$5,000 =Sl,000,001 -55,000,000 =$50,001 -$100,000 =Sl,000,001-$5,000,000 =More than $50,000,000 =Assessment W=Estimated =$5,001 -$15,000 =More than 55,000,000 =$100,00 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing mstructions.J NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(l) (2) (I) (2) (3) (4) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
171. -Raytheon Company -common stock Partial sale 7/16 
172. 
Final sale 7/17 
 
173. 
-Southern Co. -common stock Partial sale 5/31 
174. Partial buy 7/31 
175. 
-Sprint Nextel Corp. -common stock Final sale 2/9 
 
176. 
-SRA International Inc. -common stock Final sale 10/8 
 
177. 
-Stericycle Inc. -common stock 
 
178. 
-TNT N.V. ADR -common stock 
 
179. 
-UCBH Holdings Inc. -common stock See note Part VIII 
 
180. 
-Universal Compression Holdings, Inc. -Partial sale 4/13 common stock 
 
181. 
-Merger 8/20 See note Part VIJI 
 
182. 
-Exterran Holdings, Inc. -common stock 
 
183. 
-XL Capital Ltd. -common stock Final sale 3119 
 
184. 
-Zurich Finanial Services ADR -common Partial buy 9113 stock 
 
 
185. -Partial buy 12/11 
186. -Abbott Laboratories -common stock Partial sale 1/31 
187. Partial buy 316 Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -S5,000 0=$5,001. $15,000 =Sl 5,001 -$50,000 
(See Columns and D4) F=$50,00I -$100,000 =$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 L=$50,001  $100,000 =$100,001  $250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,0v1,000 =$5,000,001  $25,000,000 =$25,000,001 -S50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
Date Report 
Name Person Reporting 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (1) Value Code (J-P) (2) Value Method Code (l) Type (e.g., buy, sell, redemption) (2) Date Month Day (3) (4) Value Gain Code Code (J-P) (A-H) (5) Identity buyer/seller (if private 
(Q-W) transaction) 
 
188. 
Partial buy 
189. 
-Partial buy 4126 
 
190. 
-Partial buy 614 
191. 
Partial sale 10/17 
 
192. 
-Adidas ADR -common stock 
 
193. 
-Allstate Corp. -common stock Partial sale 1/19 
194. 
Final sale 1/22 
 
195. 
-Ameren Corporation -common stock Final sale 4/30 
 
196. 
-AMR Corp.-common stock Partial buy 1/11 
197. Partial buy 1/22 
198. 
Final sale 
199. 
-American Express Company -common Final sale 12/12 stock 
 
200. 
-American Tower Corp. -common stock 
 
201. 
-Apple, Inc. -common stock See note Part VIII 
 
202. 
-BAE Systems PLC ADR -common stock Partial buy 5/14 
203. Final sale 713 
204. -Becton Dickinson Co. -common stock Final sale 1/11 Income Gain Codes: (Sec Columns and D4) Value Codes (See Columns and DJ) Value Method Codes (See Column C2) 1,000 less =$50,001 -$100,000 =$15,000 less =$250,00 -S5oo,oou  =$25,000,001 -$50,000,000 =Appraisal =Book Value =SI.001 -$2,500 =$100,001 -$1,000,000 =$15,001 -$50,000 =$500,001 -$1,000,000 =Cost (Real Estate Only) V=Other =$2,501 -$5,000 =$1,000,001 -$5,000,000 L=$50,00l -$100,000 =Sl,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated =$5,001 -$15,000 =More tbao $5,000,000 =$I 00,00 -$250,000 =$5,000,001 -$25,000,000 ==Cash Market =$15,001 -$50,000 
 
MORROW, MARGARET 07118/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-tJ) (2) Type e.g., div., rent, int.) (I) Value Code2 (J-P) (2) Value Method Code (Q-W) (I) Type (e.g., buy, sell, redemption) (2) Date Month -Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
205. -Boston Scientific Corp. -common stock Partial sale 817 
206. -Final sale 8/28 
207. 
-Bristol Myers Squibb Co. -common stock 
 
208. 
-Cardinal Health Inc. -common stock Partial sale 6/15 
 
209. 
-Final sale 6119 
 
210. 
-Chesapeake Energy Corp. -common stock -Church Dwight Co. Inc. -common stock 
212. 
-Coca-Cola Co. -common stock Partial buy 615 
 
213. 
-Coca-Cola Enterprises -common stock 
 
214. 
-Cooper Inc. Ltd. -common stock Final sale 11/29 
 
215. 
-CRH PLC ADR -common stock 
 
 
2I6. -Cognizant Technologies Solutions Corp. common stock 
217. -DaimlerChrysler AG-EUR -common Partial buy 1123 stock 
218. 
Partial sale 4113 
 
219. 
-Devon Energy Corp. -common stock 
 
220. 
-Eaton Vance Tax Mgd Div. Eqty. Inc. Fund -Closed-end Fund 
 
 
221. -Ericsson Tel Co. -ADR -common Partial sale 6115 
stock Income Gain Codes: =SI ,000 Jess =$1.001 -$2,500 c=$2,501 -$5,000 =S5,00 -$15,000 E=$15,001 -$50,000 
(See Columns and D4) F=$50,00I -$100,000 G=SI00,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,00l -$50,000 L=$50,001 -s100,ooo =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 0=$500,001-$1,000,000 l,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal R=Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) U=Book Value V=Other W=Estirnated 
 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
222. 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (l) (2) (l) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code2 Method buy, sell, Month- Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day 0-P) (A-H) (ifprivate 
(Q-W) transaction) 
Partial buy 7110 
223. -Federal Home Loan Mtg. Corp. -common Partial sale 4/20 stock 
224. 
Final sale 4/25 
 
225. 
 
 
 
-Federal National Mtg. Assn. -common Partial sale 
stock 
226. Partial buy 11/19 
227. Partial buy 12/17 
228. 
-Gallaher Group PLC ADR-common Final sale 1/23 stock 
 
229. 
-Gilead Sciences Inc. -common stock 
 
230. 
-Goldcorp Inc. -common stock Final sale 8/20 
 
231. 
-Harman International Industries Inc. -Partial sale 1/29 common stock 
232. Final sale 1/31 
233. 
-Hertz Global Holdings Inc. -common Final sale 5/17 stock 
 
234. 
-Lehman Brothers Holdings Inc. -common Final sale 8/1 stock 
 
235. 
-Lloyds TSB Group PLC ADR -common stock 
 
 
236. -Marriott International Inc. -common Final sale 10/16 
237. -Marvell Technology Group Ltd. -stock Final sale 2/14 
238. -Medco Health Solutions Inc. -common stock Final sale 5/8 Income Gain Codes: =$1,000 less =SI ,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001 -SI,000,000 =S!,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=Sl5,000cless =$15,001 -$50,000 L=S50,00I -$100,000 =$100,001 -$250,000 
(See Columns D3) =$250,001 -$500,000 =$500,001 l,000,000 =SI,000,00I -S5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
Date Report 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nctudes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (2) (I) (2) (3) (4) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code2 Method buy, sell, Month Code2 Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
239. 	-MEMC Electronic Materials Inc. -Partial buy 6/14 common stock 
240. 	Partial sale 7117 
241. 	 
Final sale 8/10 
 
242. 
-Mine Safety Appliances Co. -common stock 
 
243. 
-Mitsui Sumitomo Insurance Company -Partial sale 6115 common stock 
 
 
244.	Final sale 7/24 
245. 
-News Corporation -common stock 
 
246. 
-NII Holdings Inc. -common stock 	Partial sale 5122 
 
247. 
-Nissan Motor Ltd. ADR -common stock 	Partial sale 2/23 
 
248. Corporation -common stock 
 
249. 
-PPL Corporation -common stock 
 
250. 
-Pacer International Inc. -common stock 	Partial buy 3/14 
251. 	Partial sale 4113 
252. 	Final sale 9/21 
253. 
-Pediatrix Medical Group Inc. -common stock 
 
254. 
-Philadelphia Consolidated Hldg. Corp. common stock 
 
 
255. -Singapore Telecommunication ADR Partial buy 8/3 
common stock Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -550,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 0=$500,001 -Sl,000,000 =$1,000,001-$5,000,uUo =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes Q=Appraisal R=Cost (Real Estate Only) =Ass essment =Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
Date Report 
Name Person Reporting 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div., rent, int) (I) Value Code (J-P) (2) Value Method Code (Q-W) (!) 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) 
 
256. 
-Suez ADR -common stock Partial buy 9/19 
 
257. 
-Sun Microsystems Inc. -common stock Partial buy 6/28 
 
258. 
-Partial buy 6129 
 
259. 
-Sumitomo Mitsui Financial Group Inc. ADR -common stock 
 
260. 
-Teva Pharmaceutical Industries Ltd. ADR Partial buy 3/30 -common stock 
 
261. 
-Texas Instruments Inc. -common stock Partial buy 614 
 
262. 
-Partial buy 6/18 
 
263. 
-Partial sale 9/18 
 
264. 
-Textron Inc. -common stock 
 
265. 
-Transocean Inc. -common stock 
 
266. 
-Wellpoint Inc. -common stock 
 
267. 
-Williams Companies Inc. -common stock 
 
268. 
-World Fuel Services Corporation -Partial buy 317 common stock 
269. 
Partial sale 4113 
 
270. 
-ABB Ltd. ADR -common stock New buy 12/21 
 
271. 
-Air Products Chemicals Inc. -common New buy 8/22 stock 
 
 
272. Final sale 10/16 Income Gain Codes: =Sl ,000 Jess =Sl,001 -S2.500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More tbao $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00 -SI 00,000 100,001 -5250,000 
(See Columns and D3) =$250,001 -$500.oOv =$500,001 -$1,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Name Person Reporting 
Date Report 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) ace (X) after each asset exempt from prio disclosure 
Desc tion Assets (including trus 
assets Income during repor ting period Gross lue end reporting period ransactions during repo rting period 
(I) Amount Code (A-H) (2) Type(e.g., div., rent, int.) (I) Value Code2 (1-P) (2) Value Method Code3 (Q-W) (I) Type(e.g., buy, sel redem ption) (2) Month -Day (3) lue Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private trans tion) 
 
273. 
-Allergan Inc. -common stock New buy 3/21 
 
274. 
-Final sale 8/17 
 
275. 
-Allianz ADR -common stock New buy 1/25 
 
276. 
-Partial buy 6/1 
Partial sale 11/8 
278. 
-Altera Corp. -common sstock New buy 7/31 
 
279. 
-Amazon Com Inc. -common stcok New buy 12/4 
 
280. 
-America Movil S.A.B -ADR -New buy 5116 common stock 
 
281. 
-Anheuser-Busch Companies, Inc. 
 
 
-New buy 
common stock 
282. Partial buy 5/8 
283. Partial sale 10/2 
284. -Final sale 11/8 
285. -AON Corp. -common stock New buy 6/27 
286. Partial buy 6/29 
287. 
-Archer-Daniels-Midland Co. -common New buy 11/23 stock 
 
288. 
-Autodesk Inc. -common stock New buy 5/1 
 
 
289. Final sale 719 Income Gain Codes: =Sl,000 less =$1,001 -$2,500 =$2,501 $5,000 =$5,001 -SI5,000 =S15,00I -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =Sl,000,001-$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =S50,00I -$100,j)OO =$100,001 -$250,000 
(See Columns and DJ) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001  $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
290. 
-Banco Santander S.A. -common stock 
Income dnring Gross value end Transactions dnring reporting period 
reporting period reporting period 
(!) (2) (1) (2) (l) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month- Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
New buy 10/19 
291. 
-BBT Corp. -common stock New buy 10/10 
292. 
Partial buy 10/11 
 
293. 
-Boeing Company -common stock New buy 2/21 
 
294. 
-British American Tobacco PLC -ADR -New buy 1/29 common stock 
 
 
-C. Bard, Inc. -common stock New buy 9110 
296. 
-Final sale 10/24 
 
297. 
-Caterpillar Inc. -common stock New buy 7/26 
 
298. 
-Ceradyne Inc. -common stock New buy 10/23 
 
299. 
-Charles Schwab Corp. -common stock New buy 10/1 
 
300. 
Partial buy 10/2 
 
301. 
-Chevron Corp. -common stock New buy 6/26 
302. 
Partial buy 7/16 
 
303. 
-Companhia Siderurgica -ADR -common New buy 12/19 stock 
 
 
-Coming, Inc. -common stock New buy 7/20 
305. -Partial buy 7/24 
306. -Costco Wholesale Corp. -common stock New buy 2/27 Income Gain Codes; (See Columns and D4) Value Cud (See Colwnns and D3) Value Method Codes (See Column C2) ,000 Jess F=S50,001-SIOO,OOO =$15,000 orless. =$250,001 -$500,000 =$25,000,001 -$50,000,000 Q=Appraisal =Book Value =$1,001 -$2,500 =$100,001 -SI,000,000 K=SI5,00I -S50,000 =$500,001 -Sl,000,000 =Cost (Real Estate Only) V=Other =$2,501 -$5,000 =SI,000,001 -$5,000,000 =$50,001 -$100,000 =SI,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated =$5,001 -$15,000 =More than $5,000,000 =$100,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place(X) after each asset 
exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period Amount Code A-H) (2) Type(e.g., div., rent, int.) (I) Value Code2 (J-P) (2) Value Method Code3 (Q-W) (I) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
307. 
-DBS Group Hldg. Ltd. -ADR -common New buy 10116 stock 
 
308. 
-Delta Airlines, Inc. common stock New buy 7130 
 
309. 
-Digital River Inc. -common stock New buy 1019 
 
310. 
-E. ADR -common stock New buy 11115 
311. Partial buy 12/19 
312. 
-Eaton Vance Floating Rate Income -New buy 6/20 Fund 
 
313. 
-Eaton Vance Tax Managed Global -New buy 6/20 Closed-end Fund 
 
314. 
-EBay, Inc. -common stock New buy 1/3 
 
315. 
-Final sale 615 
 
316. 
-Equinix Inc. -common stock New buy 8/2 
 
317. 
-First Solar Inc. -common stock New buy 11/19 
 
318. 
-Freeport McMoran Copper Gold -New buy 514 common stock 
 
319. 
-Partial buy 517 
 
320. 
-General Motors Corporation -common New buy 7/25 stock 
 
321. 
-Groupe Danone ADR -common stock New buy 10/19 
 
322. 
-Hartford Financial Services Group Inc. -New buy 11/7 common stock 
 
 
323. -!AC lnteractivecorp -common stock New buy 4/18 Income Gain Codes: (See Columns and 04) Value Codes (See Columns and 03) Value Method Codes (See Column C2) A=Sl,000 less F=$50,00 !00,000 J=$15,000 less =$250,001 -$500,000 =$25,000,001 -$50,000,000 =Appraisal U=Book Value =$1,001 -$2.500 =SI 00,00 -$1,000,000 K=SI 5,001 -$50,000 0=$500,001 -$1.000,000 R=Cost (Real Estate Only) V=Other c=$2,501 -$5,000 =S!,000,001 -$5,000,000 L=$50,00l -SIOO,OOO =Sl,000,001-$5,000,0D =More than $50,000,000 =Assessment W=Estimated 0=$5,001 -$15,000 =More than $5,000,000 =$100,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
Date Report 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1ncludes those spouse and dependent children: see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
324. 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., 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) 
Partial buy 4/23 
325. 
Partial buy 513 
326. 
-Immucor Inc. -common stock New buy 7/17 
 
327. 
New buy 8/6 
 
328. 
-Intel Corp. -common stock New buy 10/17 
329. Partial buy 11/16 
330. 
-J.C. Penney Company, lnc. -common New buy 1122 stock 
 
331. 
Final sale 10/22 
 
332. 
-Jackson Hewitt Tax Service Inc. -New buy 11/13 common stock 
:i33. Partial buy 11/20 
334. -Juniper Networks lnc. -common stock New buy 
335. -Kingfisher PLC -common stock New buy 2122 
336. -Final sale 10/25 
-Kohls Corp. -common stock New buy 10/31 
338. 
-Lowes Companies Inc. -common stock New buy 1/3 
 
339. 
-Partial sale 7119 
340. Final sale 7/20 Income Gain Codes: =$1,000 less =$1,00! -$2,500 c=$2.501 -$5,000 =$5,001 -$15,000 E=S15.00l -S50,000 
(See Columns and D4) F=$50,001 -$100,000 =$I 00,00 -S1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15.001 -S50,000 L=$50,001 -$!00.000 =$100.001-$250,000 
(See Columns and DJ) N=$250,001 -$500,000 0=$500,001 -$1,000,000 =s1,ooo,001 s5,ooo.ooo =$5,000,001 -$25,000.000 =$25,000,00! -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) U=Book Value V=Other W=Estimated 
 
Name Person Reporting Date Report 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code2 (J-P) (2) Value Method Code (Q-W) (I) Type (e.g., buy, sel redemption) (2) Date Month -Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
341. 
-McDermott International Inc. -common New buy 11/16 stock 
 
342. 
-MainStay Floating Rate Fund New buy 6119 
 
343. 
-Marshall Ilsley Corporation -common New buy 1/10 stock 
 
 
-Metavante Technologies, Inc. -common Spin-off 11/1 See note Part VIII stcok 
Final sale 12/26 
346. -Mastercard Inc. -common stock New buy 9/19 
-Merrill Lynch Co. Inc. -common stock New buy 12/31 
348. 
-Metlife Inc. -common stock New buy 8/1 
 
349. 
-Morgan Stanley -common stock New buy 8/10 
350. Partial buy 8/28 
351. 
-Mosaic Company -common stock New buy 11112 
 
352. 
-Neustar Inc. -common stock New buy 517 
 
 
-Nicholas-Applegate Equity Conv. New buy 6/20 Income Fund 
-Nuveen Floating Rate Income Fund New buy 6/20 
-Nvidia Corporation -common stock New buy 8/13 
356. 
-Oracle Corp. -common stock New buy 
-Partial sale 9119 Income Gain Codes: 1,000 less =Sl,001 -$2,500 =$2,501  $5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 -SI00,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =S50,001 -SI00,0 =SI00,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001  SI,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001  $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) :::Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Date Report 
Name Person Reporting 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions r1ncludes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during 
Gross value end 
Transactions during reporting period 
(including trust assets) reporting period 
reporting period 
(1) (1) (2) 
(2) Date Month -Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
12/5 
 
Value 
Value exempt from prior disclosure 
Place (X) after each asset Amount Type (e.g., 
Code Code Methoddiv., rent, 
(A-H) int.) 
Code (Q-W) 
(J-P) 
358. 
359. 
-Peabody Energy Corp. -common stock 
 
360. 
-PNC Financial Services Group -common stock 
 
361. 
-Prudential PLC -ADR -common stoak 
 
 
362. 
363. 
-Putnam Floating Rate Income Fund 
 
364. 
-Research Motion Ltd. -common stock 
 
365. 
-Roche Holding Ltd. -ADR -common stock 
 
 
366. 
 
 
367. 
 
 
 
368. -Rockwell Collins Inc. -common stock 
369. 
370. 
-Suntrust Banks Inc. -common stock 
 
371. 
-Supervalue Inc. -common stock 
 
 
372. 
Type (e.g., buy, sell, redemption) 
Partial buy 
New buy 
New buy 
New buy 
Partial buy 
New buy 
New buy 
New buy 
Partial buy 
Partial buy 
New buy 
New buy 
New buy 
New buy 
Partial buy 
1213 
12119 
7/23 
12/1 
6119 
10/5 
4/19 
512 
7/19 
8/1 
8/9 
8/9 
517 
5124 
-Partial buy 917 
374. -Symantec Corporation -common stock New buy 10/23 Income Gain CodeS: (See Colwmis and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) =$1,000 less F=$50,001 -Sl00,000 J=$15,000 less N=$250,001 -$500,000 =$25,000,001 -$50,000,000 =Appraisal U=Book Value 41,001 -$2,500 =$100,001 -$1,000,000 K=$15,001 -$50,000 o=S500,001 -s1,ooo.ooo =Cost (Real Estate Only) =Other c=$2,501  $5,000 =$1,000,001 -55,000,000 L=$50,001 -$100,000 =Sl,000,001  $5,000,000 =More than $50,000,000 =Assessment W=Estimated D=S5,001-$15,000 =More than $5,000,000 =$100,001  $250,000 =$5,000.001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
Date Report 
MORROW, MARGARET 
07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code (J-P) (2) Value Method Code (Q-W) (J) 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) 
Final sale 1117 
376. 
-Taiwan Semiconductor Manufacturing Co. New buy 7/18 Ltd -common stock 
 
377. 
Partial buy 7/19 
 
378. 
Final sale 10/26 
 
 
-Thermo Fisher Scientific Inc. -common New buy 5/11 stock 
380. -Time Warner Inc. -common stock New buy 
381. 
Partial buy 3/8 
 
382. 
-United Technologies Corp. -common New buy 8/17 stock 
 
383. 
-US Bancorp -common stock New buy 7/5 
384. 
Partial buy 7/10 
 
385. 
-Valero Energy Corp. -common stock New buy I0/9 
 
386. 
-Weatherford Int!. Ltd. -common stock New buy 11/29 
 
387. 
-Wells Fargo Co. -common stock New buy 8/23 
388. Partial buy 9/21 
389. Partial buy 10/18 
390. Partial sale 12/17 
391. -GENERAL ELECTRIC -Corp. Bond lncome Gain Codes: {See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) =$1,000 less F=S50,00l -SIOO,OOO =Sl5,000 less 4250,00I -$500,000 =$25,000,001 -S50,000,000 Q=Appraisal =Book Value 41,001 -$2,500 =SI 00,001 Sl,000,000 K=Sl5,001-S50,000 0=$500,001 -$1,000,000 =Cost (Real Estate Only) V=Other =$2,501 -$5,000 =$1,000,00!  $5,000,000 L=S50,001-Sl00,000 =Sl,000,001 -$5,000.000 =More than $50,000,000 =Assessment W=Estimated =$5,001  $15,000 More than $5,000,000 =$100,001  $250,000 =$5,000,001  $25,000,000 T=Cash Market $15,001  $50,000 
 
Date Report 
MORROW, MARGARET 
07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (J) (2) Value Value Code2 Method (J-P) Code (Q-W) (J) Type (e.g., buy, sell, redemption) (2) Date Month Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
392. 
-GOLDMAN SACHS GROUP -Corp. Partial sale 5/30 Bond 
 
393.	Final sale 10/4 
 
394. 
-IBM -Corp. Bond 	Final sale 5130 
 
395. 
-FED. MTG ASSN GLOBAL -Final sale 1126 Gov. Bond (#2) 
 
396. 
-BANK ONE CORP. -Corp. Bond 	Partial sale 5130 
397. 	 
Final sale 9/27 
 
398. 
-COUNTRYWIDE HOME LOAN -Corp. Final sale 5/15 Bond 
 
 
-FED. HOME LOAN MTG -Gov. Bond 	Partial sale 1/26 
400.	Partial sale 5124 
401. 	Partial sale 5130 
402. 	 
Partial buy l/16 
 
403. 
-U.S. TREASURY NTES-SER 2008 -Final sale 1/26 Gov. Bond (#4) 
 
 
-BANK AMERICA CORP. GLOBAL	Partial sale 5130 Corp. Bond 
405. 
-CITJGROUP INC. GLOBAL NOTES -Partial sale 5130 Corp. Bond 
 
406. 	 
-U.S. TREASURY NOTES-SER 2011 Gov. Bond 
 
407. 	 
-U.S. TREASURY NOTES-SER 2012 -Partial sale 5130 Gov.Bond 
 
 
408. Partial sale 11/16 Income Gain Codes: A=$1,000 less =$1,001 -$2,500 c=$2,501 -$5,000 D=S5,001-$!5,000 =SI5,00I -$50,000 
(See Columns and D4) F=S50,00! -SI00,000 =SI00,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less K=Sl5,00l -S50,000 L=$50,001 -$100,000 M=SI00,001-$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001 -SI ,000,000 =Sl,000,001 -$5,000,000 =S5,ooo,001 -s25,ooo.ooo =$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 ther =Estimated 
 
07/18/2008 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 11-60 filing instrucnons.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(1) 
(2) 
(I) 
(2) 
(1) 
Amount ValuePlace (X) after each asset Type (e.g., 
Value exempt from prior disclosure 
Code Code 2div., rent, 
Method (A-H) int.) 
Code 
(J-P) (Q-W) 
409. 	-U.S. TREASURY NOTES-SER 2014 Gov. Bond 
Type (e.g., Date 
Value 
Gain Identity buy.sell, Month-Code Code 
 
buyer/seller redemption) Day (J-P) 
(if private transaction) 
(A-H) 
(2) 
(4) (5) 
Partial sale 817 
410. 
-U.S. TREASURY NOTES-SER 2010 -Partial sale 5/30 Gov. Bond 
 
411. 
-CISCO SYSTEMS INC. -Corp. Bond 	Partial sale 5/30 
 
412. 
-COCA COLA ENTERPRISE -Corp. 	Partial sale 5130 
 
413. 
-INTERNATIONAL LEASE FINANCE CORP. -Corp. Bond 
 
414. 	 
-TARGET CORP. GLOBAL NOTES 
 
 
Partial sale 5130 
Corp. Bond 
415. 	-WAL-MART STORES -SR NOTES 
Partial buy 4126 
Corp. Bond 
416. 	 
Partial sale 5/30 
 
417. 
-FED. HOME LOAN MTG CORP Partial sale 5/30 GLOBAL NOTES -Gov. Bond 
 
418. 
-FED. MTG ASSN GLOBAL Partial sale 5/30 NOTES -Gov. Bond 
 
419. 
-U.S. TREASURY NOTES-SER 2016 -Partial buy 4/24 Gov. Bond 
420. 	 
Partial buy 5/24 
 
421.	Partial sale 5130 
422. 	 
Partial sale 11/7 
 
423.	Partial sale 11/16 
 
424. 
-U.S. TREASURY NOTES-SER E-2011 -Partial sale 5130 Gov. Bond 
 
 
425. -ABBOTT LABS -Corp. Bond (new) New buy 11/7 Income Gain Codes: =$1,000 less =Sl,001 -$2,500 =$2,501 -$5,000 0=$5,001-$15,000 E=$15,001-S50,000 
(See Columns and 04) =$50,001 -Sl00,000 =$100,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 orless =$15,001 -S50,000 =$50,001 -SJ00,000 =$100,001 -$250,000 
(See Columns and 03) =s2so.001 -ssoo.ooo 0=5500,001  Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001  $25,000,000 =$25,000,001 -$50,000,000 =Mor than $50,000,000 Value Method Cod =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
MORROW, MARGARET 
07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing ins tructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code2 Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
426. -CONOCO FUNDING CO. -Corp. Bond New buy 1/25 (new) 
427. Partial buy 4/26 
428. 
Partial sale 5/30 
 
429. 
-GOLDMAN SACHS GROUP INC -New buy 10/4 Corp. Bond (new) 
 
430. 
-JP MORGAN CHASE GLOBAL -New buy 9/27 Corp. Bond (new) 
 
431. 
-NA RURAL UTILS COOP FIN -New buy 8/21 Corp. Bond (new) 
 
432. 
-FED. HOME LOAN MTG CORP New buy 11/16 GLOBAL NOTES -Gov. Bond (new) 
 
433. 
-FED. MTG ASSN GLOBAL -New buy 5/7 Gov. Bond (new) 
 
434. 
Partial sale 5/30 
 
 
-FED. MTG ASSN GLOBAL -New buy 917 Gov. Bond (new) 
436. 
-U.S. TREASURY NOTES-SER E-2012 New buy 1/26 Gov. Bond (new) 
 
437. 
-Partial buy 4/24 
438. 
Partial sale 5/30 
 
439. 
-U.S.TREASURY NOTES-SER Y-2009 New buy 5/16 Gov. Bond (new) 
440. 
Partial sale 5/30 
 
441. 
Wells Fargo Bank -Account None 
 
442. 
Kadison, Pfaelzer, Woodard, Quinn Rossi Interest Inv. Ptnrship. Income Gain Codes: 1,000 less =Sl,001 -$2,500 =$2,501  $5,000 =$5,001 -Sl5,000 =$15,001 -$50,000 
(See Columns and 04) F=$50,001-SIOO,OOO =$100,001  Sl.000,000 1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15.000 orless K=$15,00l -$50,000 L=$50,00l -SIOO,OOO =$100,001 -$250,000 
(Se Columns and 03) =$250,001 -$500,000 =$500,001  Sl,000,000 =Sl,000,001  $5,000,000 =$5,000,001  $25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other W=Estimated 
 
Date Report 
MORROW,MARGARETM 
07/18/2008 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place (X) after each asset exempt from prior disclosure Income during reporting period (I) (2) Amount Type (e.g., Code div., rent, (A-H) int.) Gross value end reporting period (I) (2) Value Value Code Method (J-P) Code (Q-W) (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) (4) (5) Date Value Gain Identity Month -Code Code buyer/seller Day (J-P) (A-H) (if private transaction) 
 
Trust Int./Div. Final Dist. ll/20 
444. 
-Berkshire Hathaway Inc. -Class stock 
 
445. 
-Cash equivalent -The Seidler Companies 
 
446. 
BROKERAGEACCOUNT#2-TRUST Int./Div. See note Part VIII 
 
 
-Cash equivalent -Smith Barney 
448. -Ameren Corp. -common stock Partial sale 4/30 
449. 
Partial sale 7/18 
 
450. 
-American International Group -common Partial sale 6/13 stock 
451. Partial sale 9111 
452. Partial sale 9/25 
-Sanofi-Aventis ADR -common stock Partial sale 6111 
Partial sale 7120 
-AXA S.A. ADR -common stock Partial sale 4/12 
456. -BP PLC ADR -common stock 
-Ball Corp. -common stock Final sale I/IO 
458. 
-Barclays PLC ADR -common stock Final sale 11/1 
 
459. 
-Best Buy Inc. -common stock Final sale 2/27 Income Gain Codes: =$1,000 Jess =$1,001 -$2,500 =$2,50! -$5,000 =S5,00I -$15,000 =SJ5,00! -$50,000 
(See Columns and D4) =$50,001 -$!00,000 =$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 =550,001 -$100,000 =SI 00,001 -$250,000 
(See Columns and D3) =$250,00I -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =525,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) Book Value =Other =Estimated 
 
Date Report 
MORROW, MARGARET 
07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during 
Gross value end Transactions during reporting period 
(including trust assets) 
reporting period 
reporting period 
 
(1) 
(I) 
(2) 
(2) 
(3) 
(5) 
Value 
Amount 
Place (X) after each asset 
Date 
Value 
Gain 
Type (e.g., 
Identity 
Value Type (e.g., 
Code 
Code 
div., rent, 
Method 
exempt from prior disclosure 
buy, sel 
Month 
Code2 
Code 
buyer/seller 
(A-H) int.) 
Code3 redemption) 
Day 
(if private 
(A-H) 
(J-P) 
transaction) 
(Q-W) 
460. 
-CMS Energy Corp. -common stock Final sale 1/10 
 
461. 
-Cadbury Schweppes PLC ADR -common Partial sale 7/10 stock 
 
462. 
-Canon Inc. ADR -common stock 
 
463. 
-Caremark Inc. -common stock Final sale 2/22 
 
464. 
-Citigroup Inc. -common stock Partial sale 10/26 
 
 
-Chemtura Corp. -common stock Final sale 1/10 
466. 
-Deere Company -common stock Final sale 1/10 
 
467. 
-Diageo PLC ADR -common stock Partial sale 6/27 
 
468. 
Partial sale 9/11 
 
469. 
-Eastman Chemical Company -common Final sale 1/10 stock 
 
470. 
-Eaton Corp. -common stock 
 
471. 
-Emerson Electric Corp. -common stock 
 
472. 
-ENI S.P.A ADR -common stock 
 
473. 
-EOG Resources Inc. -common stock Final sale 1/10 
 
474. 
-Everest Reinsurance Group -common Final sale 1/10 stock 
 
 
-Exxon Mobil Corp. -common stock Partial buy 1/9 
476. -Partial sale 5125 Income Gain Codes: =$1,000 less =$1,001 -$2.500 =S2.SOI -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,001 -SI00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=Si5,001-$50,000 =$50,001 -$100,000 M=SI00,001-$250,000 
(See Columns and D3) N=$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
 
Name Person Reporting 
Date Report 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(1) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., 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) 
Partial sale 7/6 
478. Partial sale 7/27 
 
-Bank America -common stock Partial sale l/24 
480. 
Final sale 
481. -General Electric Inc. -common stock Partial sale 1/17 
482. Partial buy 216 
483. 
Partial sale 4/4 
 
484. 
-Partial sale 4/12 
485. 
Partial buy 4/17 
 
486. 
Partial sale 7/6 
 
487. 
-Genuine Parts Co. -common stock 
 
488. 
-Glaxosmithkline PLC ADR -common Partial sale 2/22 stock 
 
 
-W.W. Grainger Inc. -common stock Final sale 1/10 
490. -HSBC Holdings PLC ADR -common Partial sale 7/25 stock 
491. Partial sale 11113 
492. -Heineken ADR -common stock 
-Hubbell Inc. -common stock Final sale I/I Income Gain Codes: =$1 ,000 less =$1,001 -$2,500 =$2,501 -$5,000 D=$5,001-$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,00 -SI 00,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=S 15,000 less =$15,001 -$50,000 =$50,001-$100,000 =SI 00,00 -$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value ..other W=Esrimated 
 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period lace (X) after each asset exempt from prior disclosure (1) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (1) Value Code (J-P (2) Value Method Code (Q-W) (!) 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) 
 
494. -International Paper Co. -common stock Final sale 8/22 
-JP Morgan Chase Co. -common stock Partial buy 1/16 
496. -Partial buy 4/26 
497. Partial sale 6/22 
498. 
Partial sale 11/9 
 
499. 
-Partial buy 12/31 
 
500. 
-Merck Company -common stock Partial buy 2/9 
501. Partial buy 6/22 
 
502. 
Partial buy 7/17 
 
503. 
-Mylan Laboratories Inc. -common stock Final sale I/JO 
 
504. 
-Nestle S.A. ADR -common stock 
 
505. 
-Newell Rubbermaid Inc. -common stock Final sale 1/10 
 
506. 
-Nokia Corp. ADR -common stock 
 
507. 
-Northeast Utilities -common stock Final sale 1/10 
 
508. 
-Novartis ADR -common stock Partial sale 8/28 
 
509. 
-Partial sale 915 
 
 
510. -Pactiv Corp. -common stock Partial sale I/JO Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column Cl) =$1,000 less =$50,001 -$100,000 =$15,000 less =$250,001 -$500,000 =$25,000,001 -$50.000,000 =Appraisal =Book Value =$1,001 -$2,500 =$100,001 -$1,000,000 =$15,001 -$50,000 =$500,001 -$1.000.000 =Cost (Real Estate Only) V=Other =$2,501 -$5,000 =$1,000,001 -$5,000.000 =$50,001 -$100,000 =$1,000.001 -$5,000,000 =More than $50,000,000 =Assessment W=Estimated =$5,001 -$15,000 =More tlIBn $5,000,000 !00.00 -5250,000 =$5.000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
Date Report 
Name Person Reporting 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(!) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g. Date Value Gain Identity 
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) 
 
511. -Partial buy 2/27 
512. -Final sale 6113 
513. 
-PartnerRe Ltd. -BMD -common stock Final sale 1110 
 
514. 
-Pepsico Inc. -common stock Partial sale 5114 
515. Partial buy 5/18 
516. 
Partial buy 615 
 
517. 
-Partial sale 9/18 
 
518. 
-Partial buy 9124 
 
519. 
-Pfizer Inc. -common stock Final sale 1/4 
 
520. 
-Potash Corp. Saskatchewan Inc.-Final sale 1/17 common stock 
 
521. 
-Royal Dutch Shell PLC -common stock Partial buy 7/6 
 
522. -common stock Partial sale 7/24 
 
 
523. -Partial buy 10/18 
524. 
-San Paolo !Ml SpA ADR -common stock Merger 1/8 See note Part Vlll 
 
525. 
-Intesa Sanpaolo S.p.A. ADR -common stock 
 
 
526. -Schering Plough Corp. -common stock Partial sale 3120 
527. Partial buy 10/24 Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) 41,000 Jess =$50,001 -SI00,000 =SI 5,000 Jess =$250,00 -$500,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =Sl,001 -52,500 =SI00,001 -$1,000,000 K=SJ5,00l -$50,000 =$500,001 -$1,000,000 R=Cost (Real Estate Only) V=Other =$2,501 -$5,000 =Sl,000,001 -$5,000,000 =$50,001 -$100,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated =$5,001 -$15,000 =More than $5,000,000 =5100,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15.001 -$50,000 
 
MORROW, MARGARET 07/J 8/2008 
VII. INVESTMENTS and STS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
528. -Schlumberger Ltd. -common stock 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (!) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
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) 
 
Partial buy 5130 
529. -Partial sale 6/22 
530. 
-Partial sale 8/2 
 
531. 
-Partial sale 9/14 
 
532. 
-Siemens ADR -common stock Partial sale 4/12 
Partial buy 5/21 
534. -Snap-On Inc. -common stock Final sale 1/10 
-Societe Generale ADR -common stock Final sale 8/30 
536. 
-Southwest Gas Corp. -common stock Final sale 1110 
 
537. 
-Sybase Inc. -common stock Final sale I/JO 
 
538. 
-Timkin Co. -common stock Final sale 1110 
 
 
-Total S.A. ADR -common stock 
540. 
-UBS AG-CHF -common stock 
 
541. 
-Unilever PLC ADR -common stock Partial buy 7/10 
 
542. 
-Union Pacific Corp. -common stock Partial sale 1110 
Final sale 1/1 
544. -Verizon Communications -common stock Partial sale 6/14 Income Gain Codes: A=$ 1,000 less =$1,001 -$2,500 =$2,501  $5,000 D=$5,001  $15,000 =$15,00t -550,000 
(See Columns and D4) F=550,001 -$100,000 G=$100,001 -SJ,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less K=$15,001 -$50,000 L=$50,001-$100,000 M=$100,001 -5250,000 
(See Columns and DJ) =$250,00 -$500,000 cl=$500,001. $1,000,000 =$1,000,001-S5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Otber W=Estimated 
 
Date Report 
MORROW, MARGARET 
07/18/2008 
VII. INVESTMENTS and TRUSTS income, varue, transactions (Inctudes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (l) (l) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
545. 
-Idearc Inc. -common stock Final sale 3/21 
 
546. 
-Wal-Mart Stores Inc. -common stock Partial sale 1/30 
Partial sale 5/18 
548. 
Partial sale 6105 
549. 
Partial sale 1012 
550. 
-Waste Management Inc. -common stock 
 
551. 
-Wyeth -common stock 
 
 
Partial sale 6122 
552. Partial sale 7/17 
553. 
Partial sale 11/8 
 
554. 
-XL Capital Ltd. -common stock Partial sale I/JO 
 
555. 
Final sale 3/19 
 
556. 
-FOOTHILL/EASTERN TRANSN Final sale 1/31 CORRDR -Muni. Bond 
 
557. 
-RIVERSIDE ELEC REV -Muni. Final sale 3/14 Bond 
 
558. 
-SAN JOSE REDEV AGY TAX ALLC -Muni. Bond 
 
559. 
-CALIF. ST. DEPT WAT RES WATER Partial sale 3/27 REV -Muni. Bond 
 
560. 
Final sale 6111 
 
561. 
-LOS ANGELES CNTY CALIF MTA Final sale 2113 SALES -Muni. Bond Income Gain Codes: 41,000 less B=Sl,001 -52,500 =$2,501 -$5,000 =$5,001 -$15,000 =515,001 -$50,000 
(Sec Columns and 04) =$50,001 -5100,000 =$100,001 -$1,000,000 =Sl,000,00l -S5,000,000 =More than S5,000,000 Value Codes =515, 000 less =SI 5,001 -$50,000 =$50,001 -Sl00,000 =$100,001 -5250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Colwnn C2) =Book Value V=Other =Estimated 
 
MORROW, MARGARET 
07118/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions anc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code (J-P) (2) Value Method Code3 (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) 
 
562. -LOS GATOS CALIF HIGH SCH -Partial sale 
Muni. Bond 
563. -MT SAN ANTONIO CALIF CMNTY Partial sale 1/10 COL -Muni. Bond 
564. 
Final sale 6/11 
 
565. 
-CAL G/O BOOK -Muni. Bond Final sale 6/11 
 
566. 
-FREMONT CALIF HIGH SCHOOL -Final sale 6/11 Muni. Bond 
 
567. 
-LOS ANGELES CALIF DEPT WTR Partial sale 6/11 Muni. Bond 
 
568. 
-Final sale 9/13 
 
569. 
-OAKLAND CALIF UNI SCH DIST -Final sale 6/28 Muni.Bond 
 
570. 
-CALIF. ST. ECONOMY RECY -(new) New buy 9/14 Muni.Bond 
 
571. 
-LOS ANGELES CALIF CCD G/O REF New buy 1/31 (new) Muni. Bond 
572. Partial sale 7120 
-LOS ANGELES CNTY CALIF New buy 2/13 (new) Muni. Bond 
574. -LOS ANGELES CNTY CALIF SANTN New buy 4/19 
(new) Muni. Bond 
-SAN DIEGO CALIF. CMNTY COLL. -New buy 3/14 (new) Muni. Bond 
576. 
-SIMI CALIF SCH (new) Muni. Bond 
New buy 6/28 
577. -Allied Irish Banks ADR -common stock Final sale 4/2 
578. -Bank New York -common stock Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) 1,000 less =$50,001 -$100,000 =$15,000 orless =$250,00 -$500,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =$1,001 -$2,500 =SI00,001 -Sl,000,000 =$15,001 -$50,000 =$500,001 -SI,000,000 =Cos (Real Estate Only) =Other =$2,501  $5,000 =Sl,000,001 -$5,000,000 =$50,001 -$100,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated =$5,001 -$15,000 =More than $5,000,000 =SI 00,00 -5250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
Name Person Reporting 
Date Report 
MORROW, MARGARET 07/18/2008 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure (I) (2) Amount Type (e.g., Code div.) rent. (A-H) int.) (l) Value Code (J-P) (2) Value Method Code (Q-W) (l) Type (e.g., buy, sell, redemption) (2) (3) (4) Date Value Gain Month Code Code Day (J-P) (A-H) (5) Identity buyer/seller (if private transaction) 
Bank New York Mellon Corp. 
Merger See note Part VIII 
common stock 
580. 
Partial buy 8/22 
 
581. 
-Bausch Lomb, Inc. -common stock Final sale 1/10 
 
582. 
-Comcast Corp. -common stock Partial sale 5/16 
583. 
Final sale 5/17 
 
584. 
-Cummins Inc. -common stock Final sale 1/10 
 
585. 
-Foot Locker Inc. -common stock Final sale 1/10 
 
586. 
-Procter Gamble -common stock Partial sale 6/22 
 
587. 
-Partial sale 7/11 
588. 
Partial sale 11/06 
 
589. 
-Partial sale 12/10 
 
590. 
-Halliburton Co. -common stock Final sale 1/10 
 
591. 
-Host Hotels Resorts Inc. -common Partial sale 1/10 stock 
 
592. 
-Meadwestvaco Corp. -common stock Final sale 1/10 
 
593. 
-Monsanto Company -common stock Partial sale 1/10 
 
594. 
Partial sale 1/16 
 
 
595. Partial sale 6/22 Income Gain Codes: ,000 less =$1,001 -$2,500 =$2,50 -$5,000 D=S5,00I -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50.001 -$100,000 =$I 00,00 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 .ii alue Codes =$15,000 less K=$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 0=$500,001 -$1,000,000 =$1,000,00 -$5,000,000 l5,000,00I -$25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g.. div., rent, int.) (I) Value Code (J-P) (2) Value Method Code (Q-W) (1) Type (e.g.. buy, sell, redemption) (2) Date Month Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (ifprivate transaction) 
 
596. 
-Newmont Mining Corp. -common stock Final sale 5/24 
 
597. 
-Parker-Hannifin Corp. -common stock Partial sale 1/16 
598. 
Final sale 1117 
 
599. 
-Praxair Inc. -common stock 
600. 
-Safeco Corp. -common stock Final sale 1110 
 
601. 
-Tesco PLC ADR -common stock Partial sale 6/21 
 
602. 
-Aetna Inc. -common stock Final sale 1/10 
 
603. 
-Cadence Design Systems Inc. -common Final sale 1/10 stock 
 
604. 
-Credit Suisse Group ADR -common stock Partial sale 4/12 
 
605. 
-Genentech Inc. -common stock Partial sale 1/16 
 
606. 
-Partial sale 4/26 
 
607. 
-Globalsantafe Corp. -common stock Final sale 1110 
 
608. 
-Interpublic Group Cos. Inc. -common Final sale 1110 stock 
 
609. 
-Kraft Foods -common stock 
 
610. 
-Nisource Inc. -common stock 
 
611. 
-Progress Energy Inc. -common stock Partial buy 1/10 
 
 
{:)12. -Swiss Reinsurance ADR -common stock Final sale 1125 Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) I.000 less F=S50,001-SIOO,OOO 15,000 less =$250,001 -$500,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =$1,001 -$2,500 =$100,001 -$1,000,000 =Sl 5,00I -$50,000 =S500,00I -s1.ooo,ooo =Cost (Real Estate Only) =Other =$2.50 -S5,000 =$1,000,001. $5,000,000 =$50,001 -$100,000 =Sl,000,001-S5,000,000 =More than $50,000,000 =Assessment W=Estimated D=$5,00l -$15,000 =More than $5,000,000 =$100,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
07/18/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (I) (2) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code2 Code buyer/seller 
(A-H) int) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
613. 	 
-Teva Pharmaceutical Inds. Ltd. ADR -Partial buy 3/30 common stock 
 
614. 
-Vodafone Group PLC ADR -common stock 
 
615. 
-Alexandria Real Estate Equities -common 
 
 
stock 
616. -American Financial Realty Trust stock Final sale 6/14 
 
617. 
-American Greetings Corp. -common stock 	Final sale 1110 
 
618. 
-Archstone Smith Trust -common stock 	Final sale 10/2 
 
619. 
-Avalonbay Comntys Inc. -common stock 	Partial sale 2/2 
 
620. 
-Avaya Inc. -common stock 	Final sale 1/10 
 
621. 
-Baxter Intematinal Inc. -common stock 	Partial sale 8/23 
 
622.	Final sale 8/27 
 
623. 
-Boston Properties Inc. -common stock 	Partial sale 6/25 
 
624. 
-Brandywine Realty Trust -common stock 	Partial buy 1/11 
625. 	 
Partial sale 916 
 
626.	Partial buy 10/8 
 
627. 
-BRE Pptys Inc. -common stock 
 
628. 
-Brookfield Properties Corp. -common Final sale 9120 stock 
 
 
629. -Multi-Strategy Series -Hedge Fund See note Part VIII Inco Gain Codes: (See Columns and 04) Value Codes (See Column and 03) Value Method Codes (See Column C2) =SI ,000 less F=$50,00l -SIO-O,OOO J=$15,000 less =$250,0-01 -$500,000 =$25,000,001 -$50,000,000 =Appraisal U=Bo Value =$1,001 -$2,500 =$100,001 -Sl,000,000 K=$15,001 -$50,000 O=S500,00l -Sl,000,000 =Co (Real Estate Only) V=Other =$2,501 -$5,000 =$1,000,001 -$5,000,000 L=$50,00l -$100,000 =Sl,000,001-$5,000,000 =More than $50,000,000 =Assessmen W=Estima ted O=S5,00I  $15,000 =Mor than $5,000,0-00 !-I =$100,0-01 -$250,000 =$5,000,001 -$25,000,000 =Cash Market E=$15,0-01 -$50,000 
 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (1) (2) Amount Type (e.g., Code div., rent, (A-H) int.) (1) (2) Value Value Codc2 Method (J-P) Code3 (Q-W) (1) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) (4) Value Gain Code Code (J-P) (A-H) (5) Identity buyer/seller (if private transaction) 
 
630. 
-Centurytel Inc. -common stock Final sale 1/10 
 
631. 
-Citigroup Diversified Futures -Managed Futures Fund 
 
632. 
-Clorox Company -common stock Final sale 5/16 
 
633. 
-Conseco Inc. -common stock Final sale 1/10 
 
634. 
-CVS Corp. -common stock Merger 3/22 See note Part VIII 
 
635. 
-CVS Caremark Corporation -common stock 
 
636. 
-Developers Diversified Realty Corp. common stock 
 
637. 
-Equity Residential -common stock 
 
638. 
-Essex Property Trust Inc. -common stock 
 
639. 
-Extra Space Storage Inc. -common stock Final sale 7125 
 
640. 
-Federal Realty Inv! SB! -common stock 
 
641. 
-Federated Dept. Stores -common stock Final sale !/IO 
 
642. 
-General Growth Properties -common stock 
 
 
-Hilton Hotels Inc. -common stock Partial sale 7/13 
644. -Final sale 7130 
645. -Kimberly-Clark Corp. -common stock Partial sale 7/19 
646. Final sale 7124 Income Gain Codes: Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) 1,000 less F=S50,00l -$100,000 J=SI5,000orless =$250,001 -$500,000 =$25,000,00 -$50,000,000 =Appraisal =Book Value =$1,001 -$2,500 =S!00,001 -SI,000,000 .=Sl5,00l -S50,000 =$500,001 -$1,000,000 =Cos (Real Estate Only) V=Other =$2,501 -$5,000 =SI,000,001 -$5,000,000 =$50,001 -SI00,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Es timated D=S5,00l -$15,000 =More than $5,000,000 =SI00,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
Date Report 
MORROW, MARGARET 07118/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (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 (ifprivate transaction) 
 
-!Ung Pharmaceuticals -common stock Final sale 1/10 
648. 
-Kroger Co. -common stock 
 
649. 
-Macherich Company -common stock 
 
650. 
-McAfee Inc. -common stock Partial sale 1/10 
 
651. 
-Mosaic Company -common stock Final sale 1/10 
 
652. 
-Nomura Holdings Inc. ADR -common Partial sale 9/11 stock 
 
653. 
-Officemax Inc. -common stock Final sale 1110 
 
654. 
-Prologis SB! -common stock 
 
655. 
-Public Storage Inc. -common stock 
 
656. 
-Regency Centers Corp. -common stock Final sale 11/30 
 
657. 
-R. Donnelley Corp. -common stock Final sale 1/11 
 
658. 
-R. Donnelley Sons Co. -common Final sale 1/10 stock 
 
659. 
-Simon Ppty. Group Inc. -common stock 
 
660. 
-SL Green Realty Corp. -common stock 
 
661. 
-Starwood Hotels Resorts Worldwide common stock 
 
662. 
-UDR Inc. -common stock Partial buy 1/10 See note Part VIII 
 
 
663. -Ventas Inc. -common stock Income Gain Codes: (See Columns and D4) vue Codes (See Columns and D3) Value Method Codes (See Column Cl) =$1,000 less =$50,00 -$I 00,000 =$15.000 less =$250,001 -$500,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =Sl,001 -$2,500 =$100,001 -SI,000,000 K=S15,00l -S50,000 =$500,001 -Sl,000,000 =Cost (Real Estate Only) V=Other =$2,501 -S5,000 =SI,000,001 -$5.000,000 L=$50,00l -$100,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment W=Estimated =$5,001 -$15,000 =More than $5,000,000 =SI00,001 -$250,000 =$5,00,001 -$25.000,000 =Cash Market =$15.001 -$50.000 
 
Date Report 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset exempt from prior disclosure 
664. 
-Vornado Realty SB! -common stock 
 
665. 
-Adidas ADR -common stock 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(1) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., 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) 
 
Partial buy 1117 
666. 
-AMB Property Corp. -common stock Final sale 8/16 
 
667. 
-American Century -High Yield Municipal Fund 
 
668. 
-Automatic Data Processing -common 
 
Partial sale 
stock 
669. 
Final sale 8/17 
 
670. 
-Broadridge Financial Solutions 
Spin-off 
See note Part VIII 
common stock 
671. 
-Partial buy 11/9 
 
672. 
-Barrick Gold Corp. CAD -common stock 
 
 
im. -Bellsouth Corp. -common stock Merger Jan. See note Part Vlll 
674. 
-Bowater Inc. -common stock Final sale 1/10 
 
675. 
-Brinker International Inc. -common stock Final sale 1/10 
 
676. 
-Campbell Soup Company -common stock 
 
 
Partial sale 
677. Partial buy 7/17 
678. Partial buy 7/27 
679. Partial buy 9/18 
680. -Camden Property Trust SB! -common stock Income Gain Codes: A=$1,000 less =$1,0-01 -S2,500 c=$2,501 -$5,000 =$5,001-$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,001 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less K=$15,001-$50,000 =$50,001-$100,000 M=$100,001 -$250,000 
(See Columns and D3) N=$250,001 -$500,000 0=$500,001 -$1,000,000 Pl=$1,000,001 -$5,000,000 P2=$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) U=Book Value V=Other W=Estimated 
 
Date Report 
Name Person Reporting 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (I) (I) (3) (4) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
681. 	 
-CBL Assoc. PPTYS Inc. -common stock 
 
682. 	 
-Colonial PPTYS Trust SB! -common Partial buy 1/10 stock 
683. 
Partial sale 916 
684. 	Partial buy 10/8 
685. 	 
-Douglas Emmett Inc. -common stock 
 
686. 	 
-EBay -common stock Partial sale 6/22 
687. 	Final sale 11/12 
688. 
-El Paso Corporation -common stock 
 
689. 
-Equity Office Properties Trust -common Partial sale 1/18 stock 
 
690.	Partial sale 1/25 
 
691. 	 
Final sale 211 
 
692. 
-General Dynamics Corp. -common stock 	Final sale 6/13 
 
-Genworth Financial Inc. -common stock 
 
693. 	 
Final sale 1110 
 
694. 
-Health Care REIT -common stock 	Partial buy 1/10 
 
695. 
-Hewlett Packard Co. -common stock 	Partial buy 5115 
 
696. 	 
Partial sale 11/16 
 
697. 
-Hoya Corp. ADR-common stock Income Gain Codes: $1,000 less =Sl,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00 -$50,000 
(Sec Columns and D4) =$50,001 -$100,000 100,001 -$1,000,000 =$1,000,00! -$5,000,000 =More thao $5,000,000 Value Codes =$15,000 less =$15,001 -S50,000 =$50,00I 100,000 ;Sl00,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 $1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$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 
 
07/18/2008 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent chitdren; see PP 14-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code2 (J-P) (2) Value Method Code (Q-W) (I) Type (e.g., buy, sell, redemption) (2) Date Month Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
698. 
-Imperial Tobacco Group, PLC ADR-Partial sale 5/21 common stock 
 
699. 
-Johnson Johnson -common stock Final sale 5/1 
 
700. 
-Medimmune Inc. -common stock Partial buy 1/10 
 
701. 
-Partial sale 3/13 
 
702. 
-Final sale 616 
 
703. 
-Mitsubishi UFJ Financial Group Inc. ADR Partial sale 9/4 -common stock 
 
704. 
-Partial buy 10/8 
 
705. 
-Final sale 10/18 
 
706. 
-Nuveen High Yield Municipal Bond Fund 
 
707. 
-Qwest Communications International -Final sale 1110 common stock 
 
708. 
-Raytheon Company -common stock Partial sale 7/16 
709. 
Final sale 7/17 
 
710. 
-Sabre Group Holdings Inc. -common Partial sale 1/10 
711. 
Final sale 3/30 
 
712. 
-Sprint Nextel Corp. -common stock Final sale 219 
 
 
713. -Embarq Corporation -common stock Final sale 
714. -Tellabs Inc. -common stock Final sale Income Gain Codes; (See Colunrns and D4) Value Codes {See Columns and DJ) Value Method Codes (See Column Cl) =$1,000 less =$50,001 -$!00,000 =$15,000 less =$250,001 -$500,000 =$25,000,00 -$50,000,000 =Appraisal =Book Value =$1,001 -$2,500 G=$100,00l -$J,000,000 = 5,001 -S50,000 =$500,001 -SJ,000,000 =Cost (Real Estate Only) V=Other c=$2,501 -$5,000 =$1,000,001 -$5,000,000 =$50,001 -$100,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment W=Estimated 
 
1110 
l/11 =$5,001 -$15,000 =$15,00 -$50,000 =More than $5,000,000 =$100,001 -5250,000 =$5,000,00 -$25,000,000 =Cash Market 
Date Report 
Name Person Reporting 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code2 (J-P) (2) Value Method Code (Q-W) (I) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (ifprivate transaction 
 
715. 
-TNT ADR -common stock 
 
716. 
-Walt Disney Co. -common stock Final sale 3113 
 
717. 
-Zurich Financial Services ADR -common Partial buy 9/13 stock 
718. Partial buy 12/J 
719. 
-ADC Telecomm Inc. common stock Final sale 1/10 
 
720. 
-Adobe Systems Inc. -common stock Final sale 8/27 
 
721. 
-Advanced Mircro Devices Inc. -common Partial sale 915 stock 
 
 
722. -Partial buy 12/10 
723. -Allied Waste Industries Inc. -common Final sale I/IO 
stock 
724. -American Express -common stock Partial sale 1/16 
 
725. 
-Partial sale 1/17 
 
726. 
-Partial buy 4/26 
727. Partial buy 9111 
728. 
-AMR Corporation -common stock 
 
729. 
-Apple Inc. -common stock Partial sale 6/22 See note Part Vlll 
 
730. 
-Applera Corporation -common stock Partial sale 4/26 
731. Final sale 5/30 Income Gain Codes: =Sl,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Colunms and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 ValL Codes =$15,000 less K=$15,001-S50,000 =$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 =.000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
Date Report 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children: see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
732. 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(1) (2) (1) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
-Applied Materials Inc. -common stock Partial sale 1/16 
Final sale 3/13 
-BAE Systems PLC ADR common stock Partial buy 5/11 
Final sale 
736. -Boston Scientific -common stock Partial sale 
Final sale 8/28 
738. -Bristol Meyers Squibb Co. -common 
-Broadcom Corporation -common stock Final sale 11/9 
740. 
-Chesapeake Energy Corporation -common Final sale 1/8 stock 
 
741. 
-Chicago Mercantile Exchange Hldgs. Inc. -Partial sale 1/16 common stock 
 
742. 
Partial sale 6/22 
 
743. 
-CME Group -common stock Merger 7/12 See note Part Vlll 
 
744. 
-Partial sale 10/18 
745. 
Partial sale 12/18 
 
746. 
-Coca Cola Company -common stock 
 
 
747. -Coca Cola Enterprises Inc. -common 
748. -CRH PLC ADR -common stock Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) =$1,000 less 50,0-01 -$100,0-00 =$15,000 less =$250.001 -$500,0-00 =$25,00-0.0-0 -$50,000,000 Q=Appraisal Book Value =Sl,001 -$2,500 =SI00,001 -$1,000,000 =Sl.5,001 -$50.000 =$500,001. $1.000,00-0 =Cost (Real Estate Only) V=Other =$2.501. $5,000 =$1,000,001-$5.000,000 L=$50,001 -SI00,000 =s1,ooo.001-S5.ooo,00-0 =More than $50,000,000 =Assessment W=Estimated =$5.001 -$15,0-00 =More than $5,000,000 =$100,001 -S250,000 =S5,000,0-0I  $2.5.000,000 =Cash Market =$15,001 -$50,000 
 
Date Report 
MORROW, MARGARET 
07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructwns.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
749. 	 
-Devon Energy Corporation -common stock 
 
750. 
-Diamondrock Hospitality Company 
lncome during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (1) (2) (l) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code2 Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
Final sale 10/5 
common stock 
751. 
-Digital Realty Trust Inc. -common stock 
 
752. 
-Ericsson Tel ADR -common Partial buy 7/10 stock 
 
 
-Federal Home Loan Mortgage Corp. -Final sale 4/20 common stock 
-Federal Nat!. Mortgage Assn. -common stock 
-Gallaher Group PLC ADR -common stock 	Final sale 1/23 
756. -Gilead Sciences Inc. -common stock 	Partial sale 3/13 
Partial sale 6113 
758. -Goldman Sachs Group Inc. -common stock 
-Google Inc. -common stock 	Partial buy 2/21 
760. 	 
Partial sale 10/18 
 
761. 
-HCP Inc. (flea Healthcare Property lnvs. Partial buy 10/8 See note Part VIII Inc.)-com. stock 
 
762. 
-ms Uniphase Corporation -common 	Partial sale 1/10 
 
763.	Partial buy 1/22 
 
764.	Partial sale 6/22 
 
 
765. -Johnson Controls Inc. -common stock Partial sale 1/16 Income Gain Codes: (See Columns and 04) Value Codes (See Columns and D3) Value Method Codes (See Column C2) =$1,000 less F=$50,001 -$100,000 =$15,000 less N=5250,00 -$500,000 =$25,000,00 -$50,000,000 Q=Appraisal U=Book Value =$1,001 -$2,500 =$100,001 -$1,000,000 K=S!5,00! -S50,000 0=$500,001 -$1,000,000 R=Cost (Real Estate Only) V=Other =$2,50 -$5,000 =SI ,000,001 -$5,000,000 L=S50,001 -$100,000 =SI,000,001 -$5,000,000 P4=More lhan $50,000,000 S=Assessment W=Estimated D=$5,001 -$15,000 =More than $5,000,000 =SI 00,00 -$250,000 P2=5.000,001 -$25,000,000 =Cash Market =$15,001 -$50,000 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (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 Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
766. 
-Juniper Networks Inc. -common stock Partial sale 4/26 
 
767. 
Partial sale 6/18 
768. 
Partial sale 6/22 
 
769. 
-Kimco Realty Corporation -common stock 
 
770. 
-KLA-Tencor Corporation -common stock 
 
771. 
-Kohls Corporation -common stock Partial sale 5110 
 
772. 
-Partial buy 11/14 
 
773. 
-LAM Research Corporation -common Partial sale 4/26 stock 
Partial sale 6/28 
Partial buy 10/18 
776. 
Legg Mason Inc. -common stock Final sale 3/26 
777. -Level Communications Inc. -common Partial sale 3/13 stcok 
778. 
Partial sale 6/22 
 
779. 
-Partial sale 8/6 
 
780. 
-Partial buy 915 
781. 
Final sale 
Liberty Property Trust SBl 
782. 
common Final sale 4/23 
stock Income Gain Codes: =S1,000 Jess =$1,0CJI -$2,500 c=$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,001 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$:,,OOl -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and DJ) =$250,001 -$500,000 O=SS00,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt !Tom prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(1) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
783. 	 
-Lloyds TSB Group PLC ADR -common stock 
 
784. 
-Maguire Properties Inc. -common stock 	Final sale 3112 
 
785. 
-Mid-America Apt. Cmntys -common stock 
 
786. 
-Mitsui Sumitomo Ins. Co. Ltd. ADR -Partial sale 6115 common stock 
 
787. 	 
Final sale 7119 
 
788. 
-Molson Coors Brewing Co. -common Final sale /JO stock 
 
789. 
-Navteq Corporation -common stock 	Partial sale 4/26 
 
790.	Partial sale 10/11 
 
791. 	 
Final sale 10/12 
 
792. 
-Network Appliance Inc. -common stock 
 
 
-News Corporation -common stock 	Partial sale 2/21 
Partial sale 7/17 
-Nissan Motor Ltd. ADR -common stock 	Partial sale 2/23 
796. 
-Northen Trust Corporation -common 
 
797. 
-NYSE Group -common stock 	Partial sale 1/16 
 
 
798. 
799. -NYSE Euronext -common stock Income Gain Codes: 1,000 less 
(See Col!mns and D4) F=$50,001 -$100,000 
Value Codes 415,000 less 
 
(See Columns and D3) =$250,001 -5500,000 =$25,000,00 -$50,000,000 
Value Method Codes 	Q=Appraisal 
(See Column C2) =Book Value =$1,001 -$2,500 =$100,001 -$1,000,000 =Sl 5,001-$50,000 0=$500,001 -$1,000,000 =Cost (Real Estate Only) V=Other 
Partial sale 
Merger =$2,50 -$5,000 =Sl,000,001-$5,000,000 =$50,001 -Sl00,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated 
4/3 414 
0=$5,001 -$15,000 =More than $5,000,000 =$100,001 -$250,000 =$5,v00,001 -$25,000,000 =Cash Market 
See note Part VIII =$15,001 -$50,000 
 
Name Person Reporting 
Date Report 
MORROW, MARGARET 07/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
 
(2) 
(I) 
(2) 
(I) 
(2) 
(3) 
(4) 
Value Code 
Amount Type (e.g., 
Place (X) after each asset div., rent. 
Code2 (A-H) 
exempt from prior disclosure int.) 
(J-P) 
800. 	 
-OSI Restaurant