David M. Lawson – 2008
Number of Pages:8
Date Created:October 21, 2009
Date Uploaded to the Library:November 14, 2014
Autogenerated text from PDF
Lawson_David_M Date Report 05/04/2009 III. NON-INVESTMENT INCOME. (Reportingindividualandspouse;mpp.17-24 filing instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) (yours, not spouses) 7/2008 Rutter Group (seminar taught) $500.00 212008 Thomas Cooley Law School (Teaching) $20000.00 Spouses Non-Investment Income -lfyou were married during portion the reporting year, complete this section. 1-12/2008 Ford Motor Company (wages) IV. REIMBURSEMENTS -tran.pOrtation, lodging, food, entertainmenL (Jnc/ude.< lho.e spouse and dependent children; see pp. 25-27 filing ins/ructions.) NONE (No reportable reimbursements.) VJ. LJABJLJTIES. (Includes lho.01ue. tramadions anc1ua those spouse ant1 t1qent1en1 c1rat1rm; see PP. 14-60 offdbrg wtructions.J NONE (No reportable income, assets, transactions.) Description Assets (inclucling 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) (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 (J-P) (A-H) (ifprivllte (Q-W) transaction) 18. Oppenheimer Equity Fund Class A Dividend Addition Buy 12129 19. Davis Venture Fund* Dividend Addition Buy 12/29 20. Eaton Vance Growth Income Fund (Large Dividend Partial sale 12/29 Cap)* 21. Touchstone Strategic Trust (f/k/a Large Cap Dividend Buy 12129 Gtowth Fund)* (add!) 22. Evergreen Specail Values Fund* Dividend 23. Value Line Emerging Opportunities Fund* Dividend 24. Eaton Vance Emerging Markets Fund* None Sold 6/2 25. Charter One Bank Interest 26. Virtus Small Cap f/k/a (Phoenix Insight Dividend all Cap)* 27. Northern Small Cap Value Fund* Dividend Sold 12129 (part) 28. Growth Fund America Class Dividend 29. American Europacific Growth Fund* Divid;:nd 30. Columbia Small Cap (f/k/a Excelsior None Sold 5/28 Markets Fund)* 31. Fidelity Advisor Diversified Int! Fund Dividend Buy 12129 ropacific* (addI) 32. Fidelity Advisor Diversified lntI Fund Addition buy 12/31 ropacific* 33. Rowe Price Emerging Markets Fund* Dividend Buy 5/29 Income Gain Codes: (See Columns and 04) Value COOes (See Columns and 03) Value Method Codes (See Column C2) Rowe Price Emerging Markets Fund* 1,000 less F=SS0,001 -5100,000 =515,000 !