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Judicial Watch • Kimba M. Wood – 2008

Kimba M. Wood – 2008

Kimba M. Wood – 2008

Page 1: Kimba M. Wood – 2008

Category:Federal Judges

Number of Pages:53

Date Created:October 21, 2009

Date Uploaded to the Library:January 05, 2015

Tags:Kimba M Wood, purchase, partial, Gross, stock, 2008, assets, investment, transactions, dividend, reporting, Federal Judge, income, Judge


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Wood_Kimba_M 
Date Report 
Name Person Reporting 
05/13/2009 
WOOD, KIMBA II. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 
2008 (various) Rockefeller Brothers Fund -Committee Fees 
2008 (various) Sonic Corp. -various Board Committee Fees 
2008 (various) Park Avenue Equity, Harding Services, Vestar, Irving Place Capital -Fee Income 
 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainmenL (Includes those spouse and dependent children: see pp. 25-27 offiling instructions.) 
[{] NONE (No reportable reimbursements.) 
ITEMS PAID PROVIDED 
 
 
 
 
Date Report 
Name Person Reporting 
WOOD, KIMBA l1. 
05/13/2009 GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
DESCRIPTION VALUE 
 
 
VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION Goldman, Sachs Margin Account 
VALUE CODE Citibank Line Credit Citibank Line Credit Citibank Line Credit ENM, lnc. Escrow Account Veslar Loans Citibank Rental Property Mortgage American Express Credit Card 
Citibank Credit Card 
 
10. 
 
 
 
 
Date Report 
Name Person Reporting 
WOOD, KIMBA 
05/13/2009 
VII. INVESTMENTS and TRUSTS -income. vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income. assets. transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(I) 
(2) 
(2) (I) (2) 
(3) (5) 
Place (X) after each asset Amount Type (e.g.. Value Value Type (e.g., 
exempt from prior disclosure Code div., rent, Code Method buy, sell, 
(A-H) int.) (J-P) Code redemption) 
(Q-W) 
 
See attached 
 
 
Dale Value Gain Identity 
Month- Code Code buyer/seller 
Day (J-P) (A-H) (if private 
transaction) 
 
10. 
 
11. 
 
12. 
 
13. 
 
 
16. 
 
17. Income Gain Codes: 1,000 less =$1,001 -$2.500 =$2.50 -$5,000 =U.001 -SIS.ODO 15,00 -$50.000 
{See Columns and 04) =$50,001 -SI00,000 =SI00.001 -Sl.000,000 111 =Sl,000.001 -$5,000,000 112 =More than $5,000.000 Value Codes 15.000 less =SIS.DOI -$50,000 =$50,00 -SI 00.000 =SI00.001  $250.000 
{See Columns and DJ) =$250.001  $500.000 =$500,001 -Sl,000,000 =Sl,000,001 -$5,000.000 =$5.000,001 -S25,000,000 =$25,000.001  $50,000,000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
{See Column C2) =Book Value Other =Estimated 
GROSS VALUE 
INCOME DURING END REPORTING 
 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
------------------------------------------------------------- 
-------------------------------------------------- ----- (2) (2) 
 
AMT CODE (A-H) TYPE VALUE CODE -P) VALUE METHOD Q-W) TYPE DATE VALUE CODE -P) GAIN CODE -H) IDENTITY (IF PRIVATE) 
EXXON CORP COMMON STOCK DIVIDEND CREST FUND (IRA) SEE NOTE SECTION VllQ K-1 DISTR GOLDMAN SACHS BANK DEPOSIT GOLDMAN SACHS BANK DEPOSIT INTEREST 
 
AMERICA MOVIL COMMON STOCK NONE SOLD 
 
BLACKROCK INC COMMON STOCK DIVIDEND PARTIAL SALE CONOCOPHILLIPS COMMON STOCK NONE SOLD 1/7 FEDEX CORP COMMON STOCK HEWLETT-PACKARD COMMON STOCK DIVIDEND SOLD 10/23 JOHNSON JOHNSON COMMON STOCK SONIC COMMON. STOCK NONE STRYKER CORP COMMON STOCK DIVIDEND SUNCOR ENERGY INC COMMON STOCK DIVIDEND PARTIAL SALE 1/7 SOLD 10/23 CMA TAX EXEMPT FUND -ML DIVIDEND MERRILL LYNCH ACCOUNT -ML INTEREST 
BROKERAGE ACCOUNT LINES DREYFUS CASH MNGT INVESTOR MONEY MARKET ABBOTT LABS COMMON STOCK 
GROSS VALUE 
 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
 
---_________ ... ______________________________ .,. __________ --------------	 
---------------------------------------------------------.. ( 
AMT CODE TYPE .VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-Ii) CODE METHOD CODE CODE {IF Q-W) (A-Ii) PRIVATE) .AEGEAN MARINE PETROLEUM NETWORK CMN STOCK AMERICAN TOWER CORP COMMON STOCK ARCH CAPITAL GROUP LTD COMMON STOCK DEL PETROLEUM CORP COMMON STOCK DENISON MINES CORP COMMON STOCK EITZEN CHEMICAL ASA COMMON STOCK GOLAR LNG LTD COMMON STOCK HORIZON LINES INC COMMON STOCK INGERSOLL RAND COMMON STOCK INTL FLAVORS AND FRAGRANCES INC CMN STOCK KEPPEL LTD COMMON STOCK LIONS GATE ENTMT CORP COMMON STOCK MIRANT CORP COMMON STOCK NEWS CORP COMMON STOCK PETROLEUM DEV CORP COMMON STOCK PIONEER NAT RES COMMON STOCK ROWAN COS INC COMMON STOCK TEXTRON INC COMMON STOCK 
 
 
Kimba Wood MAY, 2009 
GROSS VALUE 
INCOME DURING END REPORTING 
REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
DESCRIPTION ASSETS {5) VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
AMT CODE TYPE 
 
CODE METHOD CODE CODE (IF -P) Q-W) {A-H) PRIVATE) THERMO FISHER SCIENTIFIC INC COMMON STOCK (Y) WILHWILHELMSEN LTD COMMON STOCK (Y) WILLIS GROUP HOLDINGS LTD COMMON STOCK 
ADDITIONAL COMMON STOCKS/MUTUAL FNDS ABBOTT LABORATORIES ACCENTURE LTD AETNA INC AGCO CORP AKAMAI TECHNOLOGIES ALLEGHENY TECHNOLOGIES INC TERA CORP ALTRIA GROUP (NON-IRA NC) DIVIDEND NONE DIVIDEND NONE NONE DIVIDEND DIVIDEND DIVIDEND SOLD 
PURCHASE 
SOLD PURCHASE 
PURCHASE 
SOLD 
SOLD 
PURCHASE 
SOLD PURCHASE 
SPUN OFF PHILIP MORRIS 
(SEE LINE 231 BELOW) 
PARTIAL SALE 
 
1/24 10/31 11/26 7130 6/2 8/6 1/8 7/23 10/14 5/6 3/31 
9/18 
 
SOLD 10/8 
 
Kimba Wood MAY, 2009 
GROSS VALUE 
INCOME DURING END REPORTING 
 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
 
---- --... -----------------------------------------------------------( AMT CODE (AHJ ----------------------------------------------------------------- (2,) TYPE ---------- ------------------------( (2,) (2,) VALUE VALUE TYPE DATE VALUE GAIN IDENTITY CODE METHOD CODE CODE (IF -P) Q-W) -P) (A-H) PRIVATEl -------------------------- ----------------------- AMAZON.COM NONE PURCHASE 2/11 
 
PURCHASE 3/11 AMERICA MOVIL DIVIDEND PARTIAL SALE 5/8 
PARTIAL SALE 9/19 AMERIPRISE FINANCIAL INC DIVIDEND SOLD 4130 
AMETEK INC DIVIDEND PURCHASE 2/1 AMPHENOL CORP DIVIDEND PURCHASE 6/11 ANADARKO PETROLEUM CORP DIVIDEND ANHEUSER BUSCH DIVIDEND SOLD 6/27 ANSYS INC 
NONE PURCHASE 5/9 AON CORP DIVIDEND APACHE CORP DIVIDEND APOLLO GROUP 
 
NONE SOLD 5/27 
APPLE COMPUTER INC 
NONE PARTIAL SALE 4/23 AUTODESK 
NONE SOLD 3/5 AVNET INC NONE SOLD 5/19 AVON PRODUCTS INC 
NONE PURCHASE 12/23 BABCOCK BROWN AIR LTD DIVIDEND SOLD 5/13 
 
 
Kimba Wood MAY, 2009 DESCRIPTION ASSETS INCOME DURING REPORTING PERIOD GROSS VALUE END REPORTING PERIOD TRANSACTIONS DURING REPORTING PERIOD ---------------.. .,. ___ ---------------------- (2) (2) (2) 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (.IF Q-W) PRIVATE) 
----------------------------------------------- BANK AMERICA DIVIDEND PARTIAL SALE 1/8 SOLD 9/15 
 
BARDC INC NONE PURCHASE 11/10 BECTON DICKINSON DIVIDEND PARTIAL SALE 
SOLD 4/17 BELDEN INC DIVIDEND SOLD BERKSHIRE HATHAWAY NONE 
BIOGEN IDEC NONE SOLD 8/29 BLACKROCK INC DIVIDEND PARTIAL SALE 9/19 BOEING DIVIDEND PURCHASE 217 PURCHASE 2/15 PARTIAL SALE 7/25 PURCHASE 8/21 PARTIAL SALE 11/21 BROADCOM CORP NONE PURCHASE 11/25 
 
BUCYRUS INTL DIVIDEND PURCHASE 7130 BURGER KING HOLDINGS INC DIVIDEND SOLD CAMERON INTL NONE SOLD 
GROSS VALUE 
INCOME DURING END REPORTING 
 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
---------------------------------------- ----------------- (4) 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-HJ CODE METHOD CODE CODE (IF (A-HJ PRIVATE) 
 
------ ---------------------------------... ---------------------------------------------------------------------------------- ------------------------- ----------- PURCHASE 9/15 CARPENTER TECHNOLOGY CORP DIVIDEND SOLD 10/31 
CELGENE CORP NONE SOLD 5/22 PURCHASE 10/10 INDUSTRIES HOLDINGS INC DIVIDEND CHARLES RIVER LABORATORIES NONE PURCHASE 5/19 SOLD 11/7 
 
CHICAGO MERCANTILE EXCH/AKA CME GROUP INC DIVIDEND PARTIAL SALE 1/3 
PURCHASE 217 
PARTIAL SALE 10/23 
100 PURCHASE 11/13 
101 CHIPOTLE MEXICAN GRILL NONE SOLD 8/21 
102 CISCO SYSTEMS NONE 
103 CIT GROUP DIVIDEND SOLD 3/19 
104 COACH NONE PURCHASE 4/28 
105 PURCHASE 10/31 
106 COCA COLA DIVIDEND PARTIAL SALE 2/15 
107 COGNIZANT TECHNOLOGY SOLUTIONS NONE SOLD 1/18 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
------------------------- 
-------------... ---------------------------------------	---------------- (1) 
AMT CODE 	TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY CODE METHOD CODE CODE (IF Q-W) (A-H) PRIVATE) 
 
--------------------------------------------------------------------------------------------------------------------------------------------- 
108 COMMSCOPE INC NONE PURCHASE 5/15 109 SOLD 11/5 110 CONOCOPHILLIPS DIVIDEND PARTIAL SALE 3/11 111 PARTIAL SALE 5/19 112 PARTIAL SALE 5/27 113 PARTIAL SALE 10/23 
114 CROCS INC 
NONE 	SOLD 
115 CUMMINS INC DIVIDEND PURCHASE 6/26 
116 SOLD 11/4 
 
117 DELL INC NONE PURCHASE 8/27 
118 DENTSPLY INTERNATIONAL DIVIDEND SOLD 2/12 
119 PURCHASE 9/29 
120 DEVON ENERGY CORPORATION DIVIDEND PURCHASE 10/29 
121 DISCOVER HOLDINGS NONE SOLD 7/10 
122 DOLBY LABORATORIES INC NONE PURCHASE 11/10 
123 DRYSHIPS INC DIVIDEND PURCHASE 6/26 
124 SOLD 9/15 
125 DUN BRADSTREET CORP DIVIDEND 
 
 
 
 
DESCRIPTION ASSETS TRANSACTIONS DURING REPORTING PERIOD 
 
 
--- 
------------------------------------- 
 
Kimba Wood MAY, 2009 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A-H) CODE METHOD CODE CODE (IF -P) (Q-YV) -P) -H) PRIVATE) 
---- --------------------------------------------------------------------- -------- ---- --- ------- -------------------------------- --------- --------- -------------- -------------- 
126 EBAY INC NONE PURCHASE 5/12 
127 ELECTRONIC ART NONE PURCHASE 1/25 
128 SOLD 5/12 
129 EMBRAER-EMPRESA BRASILEIRA AERONAUTICA DIVIDEND SOLD 217 
130 EMC CORP NONE SOLD 5/16 
131 ENSCO INTERNATIONAL DIVIDEND PURCHASE 10/28 
132 EXPRESS SCRIPTS INC NONE PURCHASE 8/28 
133 SOLD 11/25 
134 FACTSET RESH SYS INC DIVIDEND 
135 FASTENAL DIVIDEND PURCHASE 8/19 
136 FIRST SOLAR NONE 
137 FLIR SYSTEM INC NONE PARTIAL SALE 12/4 
138 FLUOR CORP DIVIDEND 
139 FOCUS MEDIA HOLDINGS NONE SOLD 6/9 
140 FOREST OIL CORP NONE PURCHASE 3/27 
141 SOLD 10/13 
142 FOSSIL NONE SOLD 7/17 
143 FTI CONSULTING INC NONE PURCHASE 8/25 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
-- ---------------------------------------------	------------------------------ -------------- -------------...... ---------- (1) (4) 
.AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A. CODE METHOD 	CODE CODE (IF 
 
(A-H) PRIVATE) --------------------------------------- ---- ---- ----------------- ----- ---- ---------- -------- 
144 GAMESTOP CORP NONE 
145 GENERAL CABLE CORP NONE SOLD 5/16 
146 GENERAL DYNAMICS NONE PURCHASE 11/7 
147 GEN PROBE NONE 
148 GILEAD SCIENCES INC NONE PARTIAL SALE 4/23 
149 PARTIAL SALE 10/24 
150 PARTIAL SALE 11/6 
151 GOLDMAN SACHS GROUP DIVIDEND PARTIAL SALE 1/2 
152 PARTIAL SALE 9/19 
153 SOLD 10/23 
154 GOOGLE INC NONE PARTIAL SALE 10/29 
155 GRAINGER DIVIDEND PURCHASE 2/8 
156 PURCHASE 4/18 
 
 
157 GUESS INC DIVIDEND PURCHASE 1/3 158 HALLIBURTON DIVIDEND PURCHASE 3/27 159 HEAL NET INC NONE 
SOLD 2/26 160 HEWLETT-PACKARD DIVIDEND 	PARTIAL SALE 2122 
 
 
PARTIAL SALE 4/30 
GROSS VALUE 
INCOME DURING END REPORTING 
 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
----------------------------- ______.. ----------------------- 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF Q-W) 
 
(A-H) PRIVATE) 
PARTIAL SALE 
 
163 SOLD 10/23 
164 HOLOGJC NONE PURCHASE 165 
PURCHASE 3/11 
 
166 SOLD 5/19 167 HONEYWELL /NTL INC DIVIDEND 
INTERCONTINENTAL EXCHANGE NONE PURCHASE 
169 SOLD 8/11 
170 INTERNATIONAL BUSINESS MACHINES DIVIDEND 
171 INTUITIVE SURGICAL INC NONE PURCHASE 3/11 
 
172 INVERNESS MEDICAL INNOVATIONS NONE SOLD 
173 ITT EDUCATIONAL SYSTEMS NONE SOLD 6/17 
174 JACOBS ENGINEERING GROUP NONE PURCHASE 11/10 
175 JOHNSON JOHNSON DIVIDEND 
176 JUNIPER NETWORKS NONE PURCHASE 1/31 
177 SOLD 6120 
178 PURCHASE 11/25 
179 KENNAMETAL INC DIVIDEND SOLD 7/28 
GROSS VALUE 
INCOME DURING END REPORTING 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
 
--- --r---------------------------... -------------.. --- ---- ---------------- ------ ___________.,._ ---------- 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A-Ii) CODE METHOD CODE CODE (IF -P) Q-W) -P) (A-Ii) PRIVATE) 
 
--------------------------------------------- 
 
----------------------------- -------------------- 
180 LINCOLN NATIONAL CORP DIVIDEND SOLD 9/16 
LINEAR TECHNOLOGY DIVIDEND PURCHASE 
182 LOEWS CORP DIVIDEND PURCHASE 8/21 
183 LUBRIZOL CORP DIVIDEND SOLD 
184 LUCENT TECHNOLOGIES CONV PREFD (SEE NOTE SECTION VIII) 185 MANITOWOC INC 186 187 MARVELL TECHNOLOGY GRP LTD 188 189 MASTERCARD 190 191 192 193 MCAFEE INC 194 MEDCO HEAL SOLUTIONS NONE DIVIDEND NONE DIVIDEND 
NONE NONE 
 
WARRANTS EXPIRED 
PARTIAL SALE SOLD PURCHASE SOLD PURCHASE PURCHASE PARTIAL SALE SOLD PURCHASE SOLD 
3/11 
8/4 
10/30 
7/1 
12/22 
5/6 
6/10 
10/17 
11/24 
11/10 
1/29 
 
 
 
 
 
195 MEMC ELECTR MATLS INC NONE PARTIAL SALE 
196 METLIFE INC DIVIDEND PURCHASE 8/21 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
--- ------------------------------------------------------- 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY CODE METHOD CODE CODE (IF Q-W) (A-H) PRIVATE) 
197 PARTIAL SALE 10/14 198 SOLD 11/21 
MICROSOFT DIVIDEND PARTIAL SALE 7123 
200 201 202 203 204 205 206 207 
MICROS SYSTEMS INC 
MILLICOM INTERNATIONAL 
MOBILE TELESYSTEMS MSCI NASDAQ STOCK MARKET NONE DIVIDEND DIVIDEND NONE NONE 
SOLD 
PURCHASE 
SOLD 
PARTIAL SALE 
SOLD 
SOLD 
SOLD 
PURCHASE 
8/25 4/24 11/13 8/8 10/24 11/19 11/19 3/10 
208 	SOLD 
209 NATIONAL OILWELL VARCO 	NONE PURCHASE 11/3 
210 NCR CORP NONE SOLD 211 NETAPP INC 
NONE PURCHASE 
6/17 
212 NIKE DIVIDEND 
213 NOBLE CORP DIVIDEND PURCHASE 5/12 
214 NOBLE ENERGY DIVIDEND PURCHASE 10/10 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
---------------------------------------	----...------------------------- -------- 
AMT CODE 
TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A-H) CODE METHOD 	CODE CODE (IF Q-W) 
(A-H) PRIVATE) 
 
---- --------------------------------------------- ---- ---- ------------------------ .................... ----------- -------- 
215 NOKIA DIVIDEND PURCHASE 5/28 
216 PURCHASE 8/21 
217 PURCHASE 10/29 
218 NUANCE COMMUNICATIONS NONE 
219 NUCOR CORP DIVIDEND PURCHASE 5/8 
220 PARTIAL SALE 8/18 
221 PARTIAL SALE 10/23 
222 SOLD 11/14 
223 NVIDIA CORP NONE SOLD 6/11 
224 OCCIDENTAL PETE CORP DIVIDEND PARTIAL SALE 7122 
225 OLSTEIN ALL CAP VALUE FUND MUTUAL FUND) NONE 
226 ORACLE CORP NONE PARTIAL SALE 5/6 
227 PACKAGING CORP DIVIDEND PURCHASE 217 
228 PAfiERA BREAD NONE PURCHASE 12/9 
229 PARKER HANNIFIN DIVIDEND PURCHASE 3/11 
 
230 PEPSICO DIVIDEND 
231 PHILIP MORRIS DIVIDEND SPUN OFF FROM ALTRIA 3/31 
(SEE LINE ABOVE) 
232 PURCHASE 9/18 
 
Kimba Wood MAY, 2009 
 
GROSS VALUE INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
-----------------------------------------------------------------... --------------------------------------- -------------------- 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE IDENTITY 
 
CODE METHOD CODE 
 
(IF 
PRIVATE) Q-W) 
 
233 PARTIAL SALE 10/8 
234 PIONEER NATURAL RESOURCES DIVIDEND PURCHASE 3/28 
235 PMC SIERRA INC NONE PURCHASE 8/28 
236 SOLD 10/31 
237 PRAXAIR INC DIVIDEND 
238 ALTRIA GROUP -IRA ACCOUNT DIVIDEND SPUN OFF PHILIP MORRIS (SEE LINE 240 BELOVV) 3/31 
239 KRAFT FOODS INC -IRA ACCOUNT DIVIDEND ACCEPTED EXCHANGE OFFER TENDERED SHARES SEE LINE 241 BELOVV) 8/11 
240 PHILIP MORRIS -IRA ACCOUNT DIVIDEND SPUN OFF FROM ALTRIA SEE LINE 238 ABOVE) 3/31 
241 RALCORP HOLDINGS INC -IRA ACCOUNT CIL ACCEPTED EXCHANGE OFFER RECEIVED SHARES (SEE LINE 239 ABOVE) 8/11 
242 PRECISION CASTPARTS CORP DIVIDEND SOLD 6/18 
243 PURCHASE 11/14 
244 PRICELINE.COM NONE PURCHASE 7/14 
245 PRIDE INTERNATIONAL NONE PURCHASE 1/14 
246 PARTIAL SALE 10/16 
247 QUALCOMM DIVIDEND PURCHASE 6/20 
 
 
 
Kimba Wood MAY, 2009 
GROSS VALUE 
INCOME DURING END REPORTING 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
----- 
-------------------------------------------------------------	-------------------------------------------------------------- 
AMT CODE 	TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF 
(Q- PRIVATE) 
-----------------------------------------.. ------------------------------------------------------------------------------------------------ ------------------------------ 
248 RALCORP HOLDINGS 	NONE PURCHASE 7/31 
249 	PARTIAL SALE 11/18 
250 REINSURANCE GROUP AMERICA 	NONE PURCHASE 11/21 
251 RESEARCH MOTION 	NONE PARTIAL SALE 11/7 
252 ROCKWELL AUTOMATION INC DIVIDEND SOLD 217 
253 	PURCHASE 3/12 
254 ROCKWELL COLLINS INC DIVIDEND PURCHASE 1/28 
255 	SOLD 6/24 
256 ROWAN COMPANIES DIVIDEND SOLD 10/21 
257 SCHERING-PLOUGH 	NONE SOLD 1/24 
 
258 SCHLUMBERGER DIVIDEND SOLD 10/8 
259 SEI INVESTMENT DIVIDEND 	SOLD 
 
260 SIRTRIS PHARMAEUTICALS NONE SOLD 2/1 261 SMITH INTERNATIONAL DIVIDEND PARTIAL SALE 4/16 262 SMITHTOWN BANCORP DIVIDEND 263 SMURFIT-STONE CONTAINER CORP NONE PURCHASE 217 264 
PARTIAL SALE 5/1 265 
PARTIAL SALE 8/14 
 
 
 
 
 
Kimba Wood MAY, 2009 
GROSS VALUE 
INCOME DURING END REPORTING 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
----------------------... -------.. -----------------------------.. ---- 
------ ----- ------------------- 
(1) 
AMT CODE TYPE VALUE VALUE TYPE DATE 
VALUE GAIN IDENTITY CODE METHOD CODE CODE (IF (A-H) PRIVATE) 
 
--- ------------------------------------------------------------------ ------- ------... --------------- ----------------- ------------------------- 
266 SOLD 10/14 
267 SONIC CORP NONE PARTIAL SALE 417 
 
 
268 SOVEREIGN BANCORP NONE SOLD 2120 269 SPRINT NEXTEL CORP FKA SPRINT CORP) NONE SOLD 1/24 270 SPX, CORP DIVIDEND PURCHASE 1/28 271 SOLD 10/30 272 STEEL DYNAMICS DIVIDEND PURCHASE 2/11 
273 SOLD 12/22 274 STRAYER INC DIVIDEND PURCHASE 7129 275 STRYKER CORP DIVIDEND PURCHASE 11/11 
276 SUNCOR ENERGY DIVIDEND PARTIAL SALE 3/11 
277 
SOLD 10/23 278 SUNPOWER NONE 
279 TERADATA CORP NONE SOLD 
 
280 TEREX CORP 
NONE PURCHASE 5/21 281 
SOLD 7/11 282 TEXTRON DIVIDEND SOLD 7122 283 THIRD AVENUE INTL VALUE FUND (MUTUAL FND) DIV/DISTR PURCHASE 12/23 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
---------------------------------------------------	---------------------------------------_,.. ______ ,.. (4) 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD CODE CODE (IF (Q-VV) (A-H) PRIVATE) 
----	 
---------------------------------------------------------------------------- 
------------------------------------------------------- 
PURCHASE 6/17 
 
284 TIFFANY DIVIDEND 
SOLD 11/11 
285 
286 TRANSOCEAN INC NONE PARTIAL SALE 1/14 
287 TRIMBLE NAVIGATION LTD NONE PURCHASE 5/20 
288 ROWE PRICE DIVIDEND PURCHASE 1/31 
289 PURCHASE 5/8 
 
290 TUI DIVIDEND SOLD 8/20 
291 UNILEVER DIVIDEND PURCHASE 10/16 
292 PURCHASE 10/20 
293 PURCHASE 10/29 
294 PURCHASE 11/4 
295 UNITED TECH CORP DIVIDEND PURCHASE 1/28 
 
 
296 PURCHASE 1/31 
297 PARTIAL SALE 10/3 
298 PARTIAL SALE 10/8 
299 UNITEDHEAL GROUP NONE SOLD 3/14 
 
 
300 UNUM GROUP FKA UNUMPROVIDEND DIVIDEND 301 URBAN OUTFITTERS NONE PURCHASE 4/15 
 
Klmba Wood MAY, 2009 
GROSS VALUE 
INCOME DURING END REPORTING 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
------------------- ... -------------------------------- ----- ----------------------------- 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(AH) CODE METHOD CODE CODE (IF 
 
(Q-W) 
 
(A. PRIVATE) 
--- ----------------------------------------------.. -----------------------------------------... ------------------------------------------------------------------------- 
302 VALERO ENERGY DIVIDEND PARTIAL SALE 3/28 
303 PARTIAL SALE 10/21 
304 SOLD 10/27 
 
305 WAL MART STORES DIVIDEND 
306 WARREN RESOURCES INC NONE SOLD 10/29 
307 WATERS CORP NONE PURCHASE 10/1 
308 WEATHERFORD INTL LTD NONE PURCHASE 5/28 
309 SOLD 9/11 
310 WELLS FARGO DIVIDEND 
311 WESTERN DIGITAL CORP NONE SOLD 10/31 
312 WHITING PETROLEUM NONE PURCHASE 5/21 
313 
 
SOLD 12/23 
314 WILLIS GROUP HOLDINGS NONE PURCHASE 11/3 
315 
 
PURCHASE 11/4 
316 WMS INDUSTRIES 
 
NONE PURCHASE 3/31 
317 WYNN RESORTS LTD NONE SOLD 6/30 
 
318 XEROX DIVIDEND PARTIAL SALE 12/15 
319 YUM! BRANDS DIVIDEND 
 
PURCHASE 3/6 
GROSS VALUE INCOME DURING END REPORTING 
 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
(1) (1) 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF Q-W) -H) PRIVATE) 
 
---------------------------------------------------------------------------- ------ --------------------- 
320 SOLD 11/10 
321 CORPORA BONDS GENERAL ELECTRIC BOND INTEREST 
322 ALTRIA BOND NONE PURCHASE 11/19 
323 OPTIONS NOTE SECTION GOLDMAN, SACHS GROUP -CALL NONE PURCHASE 1/2 
324 GOLDMAN. SACHS GROUP -CALL NONE SOLD SHORT 1/3 
325 OPTIONS EXPIRED 2/16 
326 NABORS INDS LTD -CALL NONE SOLD 1/2 
327 LEVEL -CALL NONE PARTIAL SALE 1/2 
328 CASH/ INVESTMENTS/MONEY ACCOUNTS BEAR STEARNS TEMPFUND (BEAR STEARNS -IRA CASH) DIVIDEND ACCOUNT CLOSED 9/4 
329 JPMORGAN MONEY MKT (BEAR STEARNS -IRA CASH) DIVIDEND ACCOUNT OPENED 9/4 
330 GOLDMAN SACHS BANK DEPOSIT INTEREST 
331 CITIBANK CHECKING ACCOUNT -FOUNDATION NONE 
332 CITIBANK INTEREST CHECKING A/C INTEREST 
333 MORGAN STANLEY BANK DEPOSITS FKA MSIF MONEY MARKEi) (SEE NOTE SECTION VIII) INTEREST 
 
CITIBANK CHECKING ACCOUNT NONE GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
------------------------------- --.. -----------------------... ------------------------- (2,) (2,) (2,) 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD CODE CODE (IF (a-...., 
 
PRIVATE) 
-------------------------- --------- ---------- ------------------------ 
--------------------------------------------------------------------------------- 
335 CITIBANK ASSET ACCOUNT 	NONE 
 
 
336 CITIBANK CASH RESERVE ACCOUNT INTEREST 
CITIBANK INTEREST CHECKING ACCOUNT# INTEREST 
338 BEAR, STEARNS ACCOUNT INTEREST ACCOUNT CLOSED 
JPMORGAN MONEY MKT (SEE NOTE SECTION VIII) DIVIDEND ACCOUNT OPENED 
340 NEUBERGER BERMAN INSTL LIQDTY SER INSTL CASH DIVIDEND 341 DEUTSCHE BANK ALEX BROWN MONEY MARKET INTEREST ACCOUNT CLOSED 5/1 342 BARCLAYS WEAL CASH ACCOUNT/MM (Y) FKA LEHMAN BROTHERS CASH ACCOUND 
343 BLACKROCK MONEY MARKET/PNC CASH DIVIDEND 344 UBS BANK USA DEPOSIT ACCOUNT INTEREST ACCOUNT OPENED 4/28 
SMITH BARNEY-CITI INSTL TREASURY MONEY FUND INTEREST ACCOUNT OPENED 9/17 
FOUNDATION INVESTMENTS FOUNDATION BROKERAGE ACCOUNT COMMON STOCKS 
346 ALTRIA GROUP INC DIVIDEND SPUN OFF PHILIP MORRIS 3/31 (SEE LINE 354 BELOW) 
347 SOLD 9/18 
348 AMERICA MOVIL DIVIDEND 
BANK AMERICA 	NONE SOLD 1/8 
350 CITIGROUP INC 	NONE SOLD 1/8 
GROSS VALUE 
INCOME DURING END REPORTING 
 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
 
-------------------- -------- -------- ------------ ------------ 
----------------------------------------------------------------------------- 
 
AMT CODE 
 
(1) 
TYPE DATE VALUE GAIN IDENTITY 
TYPE VALUE 
 
CODE CODE (IF 
(A-H) CODE PRIVATEJ 
 
--... ---------------------------------------------- ------------------------- 
--------------------------------------------------------------------------------- 
DYERSBURG CORP NONE 
 
 
352 GENERAL ELECTRIC DIVIDEND 
353 KRAFT FOODS INC DIVIDEND ACCEPTED EXCHANGE OFFER 8/11 
 
TENDERED SOME SHARES (SEE LINE 356 BELOW) DIVIDEND SPUN OFF FROM ALTRIA 3/31 (SEE LINE 346 ABOVE) 
355 
PURCHASE 9/18 
356 
NONE ACCEPTED EXCHANGE OFFER 8/11 RECEIVED SHARES (SEE LINE 353 ABOVE) 
 
PARTIAL SALE 8/11 
358 DIVIDEND 359 DIVIDEND SOLD 10/3 
360 DIVIDEND SOLD 12/22 
361 GOLDMAN SACHS BANK DEPOSIT #5/CASH ACCOUNT INTEREST 362 AFFILIATED MANAGERS GROUP INC NONE PURCHASE 1/18 
 
363 
PURCHASE 5/19 
364 
PURCHASE 5/21 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
------------------------------------------------------------------ ----------------------------------------------............................ --------------------- --------------- (1) 
TYPE 
 
DATE VALUE GAIN IDENTITYAMT CODE TYPE VALUE 
CODE METHOD CODE CODE (IF (Q-W) (A-H) PRIVATE) 
 
------------------------------------... -----------------365 PURCHASE 6/10 
366 PURCHASE 6/11 
367 PURCHASE 11/25 
 
368 AGCO CORP 	NONE PARTIAL SALE 
 
369 PURCHASE 1/18 
370 PURCHASE 217 
371 PARTIAL SALE 2127 
372 PURCHASE 3/20 
 
PURCHASE 
PURCHASE 
6/10 
PURCHASE 6/11 
 
PURCHASE 9/30 
PURCHASE 10/1 
378 PARTIAL SALE 10/13 
379 PURCHASE 11/25 
380 PURCHASE 12/2 
381 PURCHASE 12/31 
382 ARCH CHEMICAL INC DIVIDEND PURCHASE 4/25 
GROSS VALUE INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
DATE VALUE GAIN IDENTITYAMT CODE TYPE VALUE VALUE 
(A-H) CODE METHOD CODE CODE (IF -(Q-W) -P) (A-H) PRIVATE) 
 
----- ---------------------------------------------------------------------------------------------------- ------------------------..... 
383 384 385 386 387 388 389 CARAUSTAR INDUSTRIES, INC 390 CASCADE CORP 391 392 393 394 CHICAGO BRIDGE AND IRON COMPANY 
 
NONE DIVIDEND DIVIDEND 
PURCHASE 
PURCHASE 
PURCHASE 
PARTIAL SALE 
PARTIAL SALE 
PURCHASE 
PURCHASE 
PURCHASE 
PARTIAL SALE 
PURCHASE 
PURCHASE 
PURCHASE 
5/2 
7/1 
8/1 
11/10 
11/11 
12/31 
3/3 
4/23 
10/31 
11/25 
12/2 
10/1 
 
PURCHASE 10/3 
 
PURCHASE 10/9 
PURCHASE 11/25 
398 COLONIAL BANCGROUP INC DIVIDEND PURCHASE 1/4 399 
PURCHASE 2/26 
PURCHASE GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
---------- ------------------------- (2) (2) (2) 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A1-1) CODE METHOD CODE CODE (IF 1-1) PRIVATE) 
401 	PURCHASE 3/20 
PURCHASE 
PURCHASE 
404 
405 
406 
407 
408 
409 
410 
411 COLUMBIA SPORTSWEAR COMPANY DIVIDEND 
412 
413 
414 
415 DARLING INTERNATIONAL INC NONE 
416 
417 
418 
 
PURCHASE PARTIAL SALE PARTIAL SALE PARTIAL SALE PARTIAL SALE PARTIAL SALE SOLD PURCHASE PURCHASE PARTIAL SALE PURCHASE PURCHASE PARTIAL SALE PARTIAL SALE PARTIAL SALE 
712 
9/19 
10/3 
10/6 
10/24 
11/10 
11/13 
1/14 
6/11 
10/29 
11/25 
1/18 
3/18 
4/10 
5/16 
 
DESCRIPTION ASSETS 
 
Klmba Wood MAY, 2009 
GROSS VALUE 
INCOME DURING END REPORTING 
 
REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERlo 
 
-----... ------------------------------------------- --------------- ------------------------ (2) (2) (1) 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD CODE CODE (IF Q-W) -H) PRIVATE) 
-------------................................ _______ __________________________________ ----------------------------------------------------------- 
419 PURCHASE 9/19 
420 PURCHASE 9/22 
421 PURCHASE 11/25 
422 PURCHASE 12/18 
423 PURCHASE 12/31 
424 FLOWSERVE CORPORATION DIVIDEND PARTIAL SALE 2/12 
425 PARTIAL SALE 2/13 
 
 
PARTIAL SALE 2/28 
PARTIAL SALE 
428 SOLD 4/29 429 GRAY TELEVISION INC DIVIDEND PURCHASE 3/3 430 PURCHASE 512 
 
431 PURCHASE 5/19 432 PARTIAL SALE 11/11 
PARTIAL SALE 11/19 
 
SOLD 11/20 
JAMES RIVER COAL COMPANY NONE PARTIAL SALE 1/30 
PARTIAL SALE 2/11 
 
Klmba Wood MAY, 2009 
GROSS VALUE 
INCOME DURING END REPORTING 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
 
 
------------------------------- -------------------- 
(1) 
TYPE DATE VALUE GAIN IDENTITY CODE CODE PRIVATE) 
 
--------------------------------------------------------_..___________________________ ------------ ------------------- 
PARTIAL SALE 2/26 
 
PURCHASE 3/19 
PARTIAL SALE 
PARTIAL SALE 
PARTIAL SALE 
PARTIAL SALE 5/20 
PARTIAL SALE 5/30 
PARTIAL SALE 6/17 
PURCHASE 814 
 
 
PURCHASE 8/15 PURCHASE 9/25 PURCHASE 9/30 
 
 
PURCHASE 10/3 
 
450 
PURCHASE 11/25 451 
PURCHASE 12/2 452 KOPPERS HOLDINGS, INC DIVIDEND PURCHASE 5/16 
 
PURCHASE 5/19 
PURCHASE 6/30 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
---.... -------------------------------------------------------- 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A 	CODE CODE CODE (IF 
 
(A-H) PRIVATE) 
PURCHASE 9/30 
PURCHASE 11/25 
PURCHASE 12/31 
458 NEWFIELD EXPLORATION 	NONE PARTIAL SALE 2/11 
PARTIAL SALE 2/26 
PARTIAL SALE 
461 
462 463 464 NEWPORT CORP 465 NORDSON CORP 466 467 468 469 470 OGE ENERGY CORP 471 PETROQUEST ENERGY, INC 472 NONE DIVIDEND DIVIDEND 
NONE 
 
PARTIAL SALE 
PARTIAL SALE 
SOLD 
 
PURCHASE 
PURCHASE 
PURCHASE 
PURCHASE 
PURCHASE 
PARTIAL SALE 
PURCHASE 
PURCHASE 
 
3/18 
4/25 
5/6 
3/11 
3/12 
6/24 
8/22 
12/12 
3/18 
8/22 
8/25 
GROSS VALUE 
 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
-------------------------------------------------------- 
----------------------------------------------------- --------------------------------- ( 
 
AMT CODE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD 	CODE CODE (IF (A-K) PRIVATE) 
----------------------------------- ------ PURCHASE ----------- ------ ----------------9/26 
PURCHASE 10/3 
PURCHASE 11/25 
 
PURCHASE 12/31 
POLARIS INDS INC DIVIDEND PURCHASE 5/21 
478 	PURCHASE 
 
479 PARTIAL SALE 7122 
480 PARTIAL SALE 10/14 
481 PARTIAL SALE 10/29 
482 PURCHASE 11/25 
 
 
 
483 SMITHFIELD FOODS INC 
NONE PARTIAL SALE 
484 
PURCHASE 712 
485 TRACTOR SUPPLY 
NONE PURCHASE 1/18 
PURCHASE 
487 488 489 490 
PURCHASE 512 
PURCHASE 6/10 
PURCHASE 6/30 
PARTIAL SALE 7125 
GROSS VALUE 
INCOME DURING END REPORTING 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
 
--------------------------------------------------____.,. _____ .,. -------- 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
CODE METHOD CODE CODE (olF (J- Q-W) (A-H) PRIVATE) 
491 PARTIAL SALE 8/28 
482 PARTIAL SALE 9/25 
493 PARTIAL SALE 10/13 
 
PARTIAL SALE 10/30 
PURCHASE 12/31 
TRINITY INDUSTRIES INC DIVIDEND PARTIAL SALE 2/27 
PURCHASE 9/30 
 
PURCHASE 10/3 
PARTIAL SALE 10/14 
500 PURCHASE 11/25 
501 PURCHASE 12/2 
502 PURCHASE 12/18 
503 URS CORPORATION NONE PURCHASE 217 
504 PURCHASE 2127 
505 PURCHASE 3/20 
506 PARTIAL SALE 5/13 
507 PURCHASE 10/3 
508 PARTIAL SALE 11/10 
GROSS VALUE 
 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
--- ----------------------------------------------------- 
-----------_,.. ............ -..... 
----------- DATE VALUE GAIN 
CODE CODE (IF (A-PRIVATE) 
 
---- 
-------------------------------------------------- ---- ------ ---------------- 
 
509 PARTIAL SALE 11/24 510 PARTIAL SALE 12/2 
 
511 USEC INC 	NONE PURCHASE 
512 513 WASHINGTON FEDERAL INC 514 515 516 517 518 519 520 521 
FOUNDATION BROKERAGE ACCOUNT 522 522 --SPRUCEGROVE NON EQUITY LLC/CASH ACCOUNT 523 --SPRUCEGROVE NON EQUITY OFFSHORE 
 
524 ARIZONA SNOWBOWL AKA SUNWEST HOLDINGS) 
(SEE NOTE SECTION VIII) 
 
525 DIVIDEND 
NONE NONE K-1 DISTR 
PURCHASE 
PARTIAL SALE 
PURCHASE 
PURCHASE 
PURCHASE 
PURCHASE 
 
PARTIAL SALE 
 
PARTIAL SALE 
 
PARTIAL SALE 
 
PARTIAL SALE 
DISTRIBUTION 
RETURN OFCAPITAL 
12/31 
3/18 
5/2 
6/10 
6/11 
6/30 
10/3 
10/6 
10/27 
10/30 
 
3/25 3/25 
GROSS VALUE 
 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
(1) 
AMT CODE TYPE 
 
(1) 
VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A-H) CODE -P) 
526 ENTERTAINMENT ACQUISITION (SEE NOTES SECTION VIII) K-1 DISTR/ ROYALTY DISTR 
527 CARTOON CUTS (SEE NOTE SECTION VIII) NONE 
528 COSMOS PARTNERS (SEE NOTES SECTION VIII) K-1 DISTR 
529 TAMPA BAY RAYS FKA TAMPA BAY DEVIL RAYS) (SEE NOTE SECTION VIII) K-1 DISTR 
530 FRESH DIRECT NONE 
531 532 HALL CAPITAL PARTNERS (SEE NOTE SECTION VIII) NONE 
 
 
METHOD (Q-W) CODE -P) CODE (AH) (IF PRIVATE) DISTRIBUTION DISTRIBUTION DISTRIBUTION 1/7 414 4/14 
 
HARDING SERVICE, LLC K-1 DISTR (SEE NOTES SECTION VIII) 
534 OFFIT CAPITAL ADVISORS NONE INITIAL INVESTMENT 4/17 
535 OPUS MEDIA PARTNERS (SEE NOTE SECTION VIII) NONE 
536 IPC/UHS CO-INVESTMENT PARTNERS, (FKA BSMB/UHS CO-INVESTMENT PARTNERS, LP) (SEE NOTE SECTION VIII) NONE 
537 IRVING PLACE CAPITAL FKA BEAR STEARNS MERCHANT BANK II) NONE ADDITIONAL INVESTMENT 5/14 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD ( 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF -PJ Q-W) (A-H) PRIVATE) 
 
--------------------------------------------------------------------.. ------------------- ---------------------------------- ......................... --.. ---------- 
538 (SEE NOTES SECTION VIII) 	DISTRIBUTION 
ADDITIONAL INVESTMENT 11/18 
 
540 DISTRIBUTION 11/18 542 IRVING PLACE CAPITAL 111 FKA BEAR STEARNS MERCHANT BANK Ill) (SEE NOTES SECTION VllQ K-1 DISTR ADDITIONAL INVESTMENT ADDITIONAL INVESTMENT 11/19 
 
BLACKSTONE REAL ESTATE PARTNERS NONE ADDITIONAL INVESTMENT 1/22 
(SEE NOTES SECTION VIII) 
ADDITIONAL INVESTMENT 2/26 
 
 
545 ADDITIONAL INVESTMENT 3/17 546 ADDITIONAL INVESTMENT 5/14 
ADDITIONAL INVESTMENT 6/24 
 
548 ADDITIONAL INVESTMENT 7115 549 ADDITIONAL INVESTMENT 7128 550 ADDITIONAL INVESTMENT 12/17 ADDITIONAL INVESTMENT 12/24 552 CENTERVIEW PITAL K-1 DISTR ADDITIONAL INVESTMENT 11/5 
(SEE NOTE SECTION VIII) 
 
DISTRIBUTION 11/5 BIRDS EYE FOODS FKA AGRILINK) NONE (SEE NOTE SECTION VIII) ADVANCED ORGANICS 
GROSS VALUE INCOME DURING END REPORTING 
 
DESCRIPTION ASSETS REPORTING PERIOD 
- 
------ 
 
----------------------------------------- 
 
 
AMT CODE TYPE VALUE (A-H) CODE 
556 BORDER MEDIA NONE (SEE NOTES SECTION VIII) 
DYNA VOX NONE (SEE NOTE SECTION VIII) 
558 VESTAR ASSOCIATES NONE (SEE NOTE SECTION VIII) 
559 VESTAR CAPITAL PARTNERS/ASSOC. Ill K-1 DISTR (SEE NOTE SECTION VIII) 
560 VESTAR CAPITAL PARTNERS/ASSOC. AIV INTEREST (SEE NOTES SECTION VIII) 
561 VEST CAPITAL PARTNERS/ASSOC K-1 DISTR (SEE NOTE SECTION VIII) 
562 GOLD TOE FKA CLUETT AMERICAN) NONE (SEE NOTES SECTION VIII) 
563 CONSOLIDATED CONTAINER NONE (SEE NOTE SECTION VIII) 
564 JOHNS KNITS NONE (SEE NOTE SECTION VIII) 
565 ARGO TECH NONE (SEE NOTE SECTION VIII) 
566 ELECTRONIC MATERIALS NONE (SEE NOTE SECTION VIII) 
567 CCS INCOME TRUST NONE (SEE NOTE SECTION VIII) 
GROSS VALUE 
 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
AMT CODE VALUE TYPE DATE VALUE GAIN IDENTITY 
 
(A-H) CODE METHOD 	CODE CODE (IF (A-H) PRIVATE) 
 
----.. ...... ___ .., ___ _____ ____ ____ _________ ____ ________ _____ _____ ............ -...... ..,.________ .,.____ ------ -------------------------------..----------------------------------- 
568 CESARE FIORUCCI (SEE NOTE SECTION VIII) NONE 
569 DUFF PHELPS (SEE NOTE SECTION VIII) NONE RETURN CAPITAL 12/24 
570 ESSENT HEALTHCARE (SEE NOTE SECTION VIII) NONE 
571 GLEASON CORP (SEE NOTE SECTION VIII) NONE 
 
572 THE SUN PRODUCTS CORP FKA HUISH DETERGENTS) 	NONE ADDITIONAL INVESTMENT 
(SEE NOTE SECTION VIII) 
573 MEDI-MEDIA (SEE NOTE SECTION VIII) NONE 
574 NATIONAL MENTOR HOLDINGS (SEE NOTE SECTION VIII) NONE 
 
NYBRON FLOORING (Y) 
576 OGF GROUP NONE (SEE NOTE SECTION VIII) 
PARIS DIVIDEND (SEE NOTE SECTION VIII) 
578 PRESS GANEY NONE INITIAL INVESTMENT 317 (SEE NOTE SECTION VIII) 
RETURN CAPITAL 3/31 
580 RADIATION THERAPY 
NONE INITIAL INVESTMENT 2/15 
(SEE NOTE SECTION VIII) GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
-------------- ------------------------- 
-----------------------------------------------------	 
(1) 
AMT CODE 	TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF 
(Q-W) 
 
(A. PRIVATE) ------------------------------------------------ ---------- ---------------------------------- ------------ --------- 
581 SEVES SPA (SEE NOTES SECTION VIII) NONE ADDITIONAL INVESTMENT 3/31 
582 SOLO CUP COMPANY (SEE NOTE SECTION VIII) NONE 
583 SUNRISE MEDICAL/JOERNS HEALTHCARE (SEE NOTE SECTION VIII) NONE 
 
584 SYMETRA FINANCIAL (SEE NOTE SECTION VllQ NONE 
585 VALIDUS HOLDINGS (SEE NOTE SECTION VIII) DIVIDEND 
586 WILTON HOLDINGS (SEE NOTE SECTION VIII) NONE ADDITIONAL INVESTMENT 12/18 
587 AVON DISTRIBUTION LLC (SEE NOTES SECTION VIII) NONE 
588 589 FLAG VENTURE PARTNERS (SEE NOTES SECTION VIII) K-1 DISTR DEEMED DISTRIBUTION DEEMED ADDL INVESTMENT 10/28/05 10/28/05 
590 DISTRIBUTION 1/31 
591 DISTRIBUTION 2/28 
592 DISTRIBUTION 5/29 
 
 
ADDITIONAL INVESTMENT 6/17 
RED ABBEY NONE DISTRIBUTION 2/5 
(SEE NOTE SECTION VIII) 
GROSS VALUE 
 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 	(1) (4) 
AMT CODE TYPE VALUE TYPE DATE VALUE GAIN IDENTITY 
 
CODE (IF 
(A-H) 	CODE METHOD (A-H) PRIVATE)(J-P) Q-W) 
 
DISTRIBUTION 2127 
596 ADDITIONAL INVESTMENT 11/14 
597 SENTINEL CAPITAL PARTNERS/SENTINEL PARTNERS (I) (SEE NOTES SECTION VIII) K-1 DISTR 
598 SENTINEL CAPITAL PARTNERS/SENTINEL PARTNERS (II) (SEE NOTES SECTION VIII} K-1 DISTR 
599 SENTINEL CAPITAL PARTNERS (111) (SEE NOTE SECTION VIII} K-1 DISTR 
600 FASLOC (SEE NOTES SECTION VIII) NONE ESCROW RELEASE 5/2 
601 HASCO (SEE NOTES SECTION VIII) NONE ESCROW RELEASE 3/19 
602 FINAL DISTRIBUTION 12/12 
603 INSCAPE (SEE NOTE SECTION VIII} NONE 
604 INTERIM HEALTHCARE (SEE NOTE SECTION VIII) NONE 
605 FLEXIBLE PRODUCTS (SEE NOTE SECTION VIII) NONE 
606 MADILL CORP (SEE NOTES SECTION VIII) NONE 
607 METROPOLITAN DENTAL SEE NOTES SECTION VIII) NONE ESCROW RELEASE 6127 
608 MIDWEST WHOLESALE HARDWARE (SEE NOTE SECTION VIII) NONE 
 
 
-- --------------------------------------------_____________ ... _____ --------------- ------------ ---------- 
Kimba Wood MAY, 2009 
GROSS VALUE 
INCOME DURING END REPORTING 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD (4) 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY -H) CODE METHOD CODE CODE (IF (A-H) PRIVATE) 
609 ----------------------------------------------NIVEL (SEE NOTES SECTION VIII) ----- NONE -------------------- ESCROW RELEASE ----10/24 ---- ........................................... ------------ 
610 REACHOUT HEALTHCARE (SEE NOTE SECTION VIII) NONE ADDITIONAL INVESTMENT 10/16 
611 SOUTHERN CALIFORNIA PIZZA (SEE NOTE SECTION VIII) NONE INITIAL INVESTMENT 10/16 
612 SPINRITE (SEE NOTE SECTION VIII) NONE 
613 STRATEGIC PARTNERS (SEE NOTE SECTION VIII) NONE 
614 TRINITY CONSULTANTS HOLDINGS (SEE NOTE SECTION VIII) NONE 
615 TRUSSBILT HOLDINGS (SEE NOTE SECTION VIII) INTEREST RETURN CAPITAL 5/14 
616 VINTAGE HOLDINGS (SEE NOTE SECTION VIII) NONE 
617 SCIENS CAPITAL PARTNERS (SEE NOTE SECTION VIII) K1 DISTR 
618 NORTHERN HELLENIC HOLDINGS LLC (SEE NOTES SECTION VIII) NONE 
619 SCIENS VENTURE PARTNERS (AKA ZILKHA VENTURE) 
620 PARK AVENUE PARTNERS (SEE NOTES SECTION VIII) K-1 DISTR DISTRIBUTION 3/3 
 
DISTRIBUTION 
DISTRIBUTION 11/7 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
---..... ---------------------------------------... --------------------------------------------------------------... ------____ ------- -----------_., ..,. ____ 
(1) 
 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY 
(A-H) CODE METHOD CODE CODE (IF -P) Q-W) -P) -H) PRIVATE) 
---- -------.. ---------------------------------------------------------- -------- ---- ---- ------ ----------------------- --------- ------ ------------ --------... 
 
623 	DISTRIBUTION 12/23 
624 QUINTANA ENERGY PARTNERS K-1 DISTR ADDITIONAL INVESTMENT 3/18 (SEE NOTES SECTION VIII) 625 ADDITIONAL INVESTMENT 8128 
626 LEHMAN BROTHERS CO-INVSTMNT LP/CAYMAN AIV NONE ADDITIONAL INVESTMENT 2/7 (SEE NOTES SECTION VIII) 627 ADDITIONAL INVESTMENT 2128 
628 	ADDITIONAL INVESTMENT 3/10 
629 	DISTRIBUTION 3/10 
630 	ADDITIONAL INVESTMENT 4/10 
631 	DISTRIBUTION 4/10 
ADDITIONAL INVESTMENT 
633 DISTRIBUTION 9/9 
634 OTHER INVESTMENTS/NOTES RECEIVABLE 634 -CHESAPEAKE PARTNERS (SEE NOTE SECTION VIII) NONE 
635 FARALLON CAPITAL PARTNERS (SEE NOTES SECTION VIII) NONE 
636 AXIOM INTERNATIONAL INVESTORS LLC (SEE NOTE SECTION VIII) NONE 
637 THE BLENHEIM FUND LLC (SEE NOTE SECTION VIII) K-1 DISTR 
638 PORTAGE PARTNERS (SEE NOTE SECTION VIII) NONE WITHDRAWAL 4/15 
 
 
 
 
 
Kimba Wood MAY, 2009 DESCRIPTION ASSETS INCOME DURING REPORTING PERIOD GROSS VALUE END REPORTING PERIOD TRANSACTIONS DURING REPORTING PERIOD 
---.. --------------------------------------....... --- ---- ---------------- ------------------ 
AMT CODE TYPE VALUE VALUE TYPE DATE VALUE GAIN IDENTITY (A-H) CODE METHOD CODE CODE (IF 
(A-H) PRIVATE) 
--- --------------------------------------------639 TOWLE CAPITAL PARTNERS (SEE NOTE SECTION VIII) NONE ------------------------------------- -------........ _____ .,._ 
640 WHALE ROCK FLAGSHIP FUND (SEE NOTE SECTION VIII) NONE 
641 BLUE AND GRAY PARTNERSHIP (SEE NOTES SECTION VIII) NONE SOLD INTEREST 12/5 FISHER 
642 F.E. RICHARDSON (SEE NOTES SECTION Viii) 643 NONE ADDITIONAL INVESTMENT ADDITIONAL INVESTMENT 7/11 8/1 
 
644 ADDITIONAL INVESTMENT 8/28 
645 ADDITIONAL INVESTMENT 9/24 
646 ADDITIONAL INVESTMENT 10/24 
647 ADDITIONAL INVESTMENT 11/24 
648 ADDITIONAL INVESTMENT 12/19 
649 RACE HORSES (SEE NOTE SECTION VIII) NONE ALL HORSES RETIRED 8/10 
650 OP40 INC (SEE NOTE SECTION VIII) NONE 
651 OSCAR SCHAFER PARTNERS (SEE NOTE SECTION VIII) NONE 
 
652 NOTE RECEIVABLE -ALISON SALMON NONE REPAID NOTE 10/28 
653 NOTE RECEIVABLE PETER JONES NONE LOAN 10/9 
654 HAWK GROUP S.A. NONE INITIAL INVESTMENT 2/6 
655 ADDITIONAL INVESTMENT 5/29 
DESCRIPTION ASSETS 
 
-------... ------------------------------------------.. ---- 
656 
PROFIT SHARING PLAN FUNDS 657 657 ---ING ROWE PRICE INCOME 658 ---ING MARSICO INTERNATIONAL OPP PORT 659 CITIBANK INTEREST CHECKING ACCOUNT 660 AVON DISTRIBUTION LLC 661 NEUBERGER BERMAN INSTL LIQDTY SER INSTL CASH 662 ALTRIA GROUP COMMON STOCK 663 AMERICA MOVIL COMMON STOCK 664 AMERICAN INTERNATIONAL GROUP COMMON STOCK 665 ANADARKO PETROLEUM CORP COMMON STOCK 666 BLACKROCK INC COMMON STOCK 667 CBS CORP COMMON STOCK 668 INTERNATIONAL BUSINESS MACHINE CMN STOCK 669 JOHNSON JOHNSON COMMON STOCK 670 KRAFT FOODS COMMON STOCK 671 MURPHY OIL CORP COMMON STOCK 672 PACKAGING CORP AMER COMMON STOCK 
INCOME DURING 
REPORTING PERIOD 
 
-------- 
AMT CODE TYPE 
(AH) 
 
NONE 
NONE 
GROSS VALUE 
END REPORTING 
PERIOD 
VALUE VALUE CODE METHOD Q-W) 
 
Kimba Wood MAY, 2009 
TRANSACTIONS DURING REPORTING PERIOD 
 
------------------------------------ -------------------------- 
TYPE DATE 	VALUE GAIN IDENTITY CODE CODE (IF (A-H) PRIVATE) 
ADDITIONAL INVESTMENT 8/28 
GROSS VALUE 
INCOME DURING END REPORTING 
 
DESCRIPTION ASSETS 	REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
--- ______________________________ ,.. ______________ ---- 
TYPE DATE VALUE GAIN IDENTITYAMT CODE TYPE VALUE VALUE 
(A-H) 	CODE METHOD CODE CODE (IF (Q-W) PRIVATE) 
 
------------------------------------------------------------- ---------------------- 
673 SHIP FINANCE INTERNATIONAL LTD CMN STOCK 674 SMURFIT-STONE CONTAINER CORP CMN STOCK 675 SUNCOR ENERGY COMMON STOCK 676 UNITED TECHNOLOGIES CORP COMMON STOCK 677 UNUM GROUP COMMON STOCK 678 XEROXCORP COMMON STOCK (Y) 
 
679 TRUST DIV/INT 
680 --GOLDMAN SACHS BANK DEPOSIT/CASH 
681 --ABBOTT LABORATORIES COMMON STOCK 
682 --ALTRIA GROUP INC COMMON STOCK SPIN OFF PHILIP MORRIS 3/28 SEE LINE 693 BELOW) 
683 SOLD 9/18 
684 --AMERICA MOVIL COMMON STOCK 
685 --ANHEUSER BUSCH COS INC COMMON STOCK SOLD 11/19 
686 ---BLACKROCK, INC COMMON STOCK PARTIAL SALE 9/18 
687 ---.GENERAL ELECTRIC COMMON STOCK PURCHASE 10/2 
688 --HEWLETT-PACKARD COMMON STOCK 
689 ---JOHNSON JOHNSON COMMON STOCK 
690 --KRAFT FOODS INC COMMON STOCK ACCEPTED EXCHANGE OFFER 8/11 GROSS VALUE 
INCOME DURING END REPORTING DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
--- ------------------------------------------------------------------------------------ (4) 
AMT CODE VALUE VALUE TYPE DATE VALUE IDENTITY CODE METHOD 	CODE(A 
 
(IF (Q-W) 
 
PRIVATE) 
691 LUCENT TECHNOLOGIES CONV PREFD SEE NOTE SECTION VIII) 
692 ---MEDTRONIC INC COMMON STOCK 
693 PHILIP MORRIS 
694 
695 ---RALCORP HLDGS INC 
696 697 
698 SONIC CORP COMMON STOCK 
699 ---WHITE MTNS INS GROUP COMMON STOCK 700 ---PLUM CREEK TIMBER INC STOCK 701 TRUST FKA TRUST 702 ---BLACKROCK LIQUIDITY FUNDS 703 JENNISON 20/20 FOCUS FUND (MUTUAL FUND) 
704 ---THIRD AVENUE INTL VALUE (MUTUAL FUND) DIVIDEND 
TENDERED SOME SHARES (SEE LINE 695 BELOW) 
WARRANTS EXPIRED 
SOLD 
SPUN OFF FROM ALTRIA (SEE LINE 682 ABOVE) 
PURCHASE 
ACCEPTED EXCHANGE OFFER 
RECEIVED SHARES 
(SEE LINE 690 ABOVE) 
 
PARTIAL SALE 
SOLD 
SOLD 
3/11 2/20 3/28 9/18 8/11 
8/11 9/18 
11/21 
 
TRUST FKA TRUST DIVIDEND 
GROSS VALUE 
INCOME DURING END REPORTING 
 
 
DESCRIPTION ASSETS REPORTING PERIOD PERIOD TRANSACTIONS DURING REPORTING PERIOD 
 
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------------------------ ------.. ---------------------------- 
VALUE GAIN IDENTITY 
CODE CODE (IF 
 
AMT CODE TYPE TYPE DATE PRIVATE) 
 
 
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--------------------------------------------------------------- 
706 ---BLACKROCK LIQUIDITY FUNDS 
707 ---JENNISON 20/20 FOCUS FUND MUTUAL FUND) 
708 RENTAL PROPERTY -NEW YORK, RENT 6/15/2005 $850,000) 709 MOORINGS/NAUTICAL (SEE NOTE SECTION VIII) INTEREST FINAL TRUST DISTRIBUTION 6/2 710 MELLON BANK ESCROW ACCOUNT INTEREST ACCOUNT DISTRIBUTED 6/26 CLOSED 
711 CITIBANK INTEREST CHECKING ACCOUNT# 
712 MERRILL LYNCH ACCOUNT -ML 
 
BANK AMERICA ESCROW ACCOUNT INTEREST ACCOUNT OPENED 6/20 
ACCOUNT CLOSED 8/18 
ADS  5/11 /2009 
Disk: 2008 Disclosure File: 08d1scl 
 
Name Person Reporting 
Date Report 
WOOD, KIMBA 
05/13/2009 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReport.) 
See attached 
 
 
 
 
 
Kimba Wood -May, 2009 (Page there was either partial withdrawal withdrawal from this corporation 
partnership during the reporting year, all K-1 activity (interest, dividends, capital gains, 
ordinary income, etc.) was netted together, and, that net figure was larger than the 
required income threshold, was included Column B.(1) with Column B.(2) noting 
K-1 DISTR (K-1 Distribution). the K-1 activity netted loss, then Column B.(1) 
was left blank and NONE was included Column B.(2). the Corporation partnership interest was either sold fully withdrawn from 
during the reporting year, the capital gain amount included Column along with 
other transaction details. The remaining K-1 figures were netted together, and larger 
than the required income threshold, included Column B.( with Column B.(2) noting 
K-1 DISTR. 
Both the above approaches were obtained from Mr. George Reynolds, Financial 
Disclosure Examiner. 
NOTE2 
For put options that were sold short and then expired, the gain included the OPTION EXPIRED line because that was when the gain was realized. Since the option was sold short, though, the value was recorded the time sale and included the SOLD SHORT line. Therefore, there value code listed the OPTION EXPIRED line. For warrants that expired, there value code listed Column D.(3) because the warrants were worthless. 
NOTE3 
This money market/cash account attached investment account. All the 
investments are listed separately this report. Neither the income nor the cash balance year-end met the threshold for reporting. However, since there are other reportable 
accounts this financial institution, this account deemed reportable. withdrew from this Partnership 2007. 2008, received two additional 
For purposes this report, considered all the distributions gains. 
 
There are many investments non-public companies. The estimated market values used for all such investments, unless otherwise noted, are based upon the current knowledge the worth such companies, discussions with the companies management and company issued reports. 
 
 
 
 
Kimba Wood-May, 2009 (Page 
NOTE6 
There was deemed distribution and deemed capital call 10/2 005. Since cash was involved and did not receive letter notification from the entity, the items were not included the 2005 FDR. Since the 2005 K-1 was used determine codes for the income received and the 2005 year end market value code would not have changed, amending the 2005 FDR deemed unnecessary. 4129109, Peter Laugesen, FDR Examiner, confirmed that amending the 2005 Report not necessary. 
NOTE7 
For those entities which issued K-1 the K-1 netted loss but there was another source income from the entity, the source the other income listed instead NONE. there was K-1 income and additional source income, both amounts were summed determine the code for Column B.(l) and both types income are noted Column B.(2). 
Although there investment this company, considered worthless. Therefore, 
there year-end value code reported Column C.(1). 
There limited partnership interest this entity. Since the filer cannot direct, 
influence any other manner affect the purchase, exchange, sale disposition the 
entity property owned the entity, Financial Disclosure Filing Instructions, page 
35, the assets held the partnership are not reportable. the partnership had capital call for investment specific company, ADDITIONAL INVESTMENT noted Column D.(l). The name the underlying company not listed. Further, the partnership either returned capital sold one its investments and returned funds the reporting family, DISTRIBUTION listed Column D.(l) Neither the name the underlying company nor the gain amount listed. 
The entitys K-1 considered the source document for all income from this investment (including capital gains/losses). All K-1 activity was netted together and greater than the required income threshold, included Column B.(1) with Column B.(2) noting K-1 DISTR. the K-1 activity netted loss, then Column B.(l) was left blank and NONE was included Column B.(2). 
 
NOTE 
There are several Vestar and Sentinel Partnerships (See Lines 558-561 and 597-59 Section VII). The companies they own are all listed separately this report because the filer can direct, influence any other manner affect the purchase, exchange, sale 
 
 
Kimba Wood-May, 2009 Page 
disposition the entity property owned the entity, Financial Disclosure Filing 
Instructions, page 35. Vestar III, and and all the Sentinel Funds, there both limited partner (LP) 
and general partner (GP) interest (each interest housed different partnership). For 
Vestar II, however, Vestar Equity Partners filed its final K-1 2006; therefore, only 
Vestar Associates remains. For purposes this report, the K-1 information for the 
LP/GP interests each Fund combined and included one line. This approach 
matches the way the Funds portfolio companies are included this report (the GP/LP 
interests are both included when determining the value code for Column C.(l)). 
Each year, there K-1 from each the partnerships. The K-ls summarize all the 
ordinary income (loss), portfolio income, capital gains/losses, etc., for all the 
underlying companies. avoid double counting, underlying company was sold, 
the capital gain/loss included the line where the actual company listed and 
excluded from the K-1 income reported Column B.(l) for each the partnerships. 
The remaining K-1 items were netted together. the net amount was larger than the required income threshold, that amount was included Column B.(l) with Column B.(2) noting K-1 DISTR. the K-1 activity netted loss, then NONE included Column B.(2). result, since all K-1 activity accounted for the partnership level, the underlying companies which are listed separately not show any income Column B.(l) (unless there item that not included the K-1 the Vestar Funds and the Sentinel Funds, only Vestar had value the books the end 2008. Therefore, there market value reported Column C.(l) for any the other funds. Because the Partnerships portfolio companies are listed separately this report, the partnerships themselves oftentimes show market value. 
NOTE 
Although there was debit balance this Morgan Stanley account 12/31/07 and all 
the cash had been withdrawn, was assumed that the money market was still open. 
fact, though, the money market was closed when the funds were redeployed. During 
2008, there again credit cash balance this Morgan Stanley account. The funds, 
however, are held deposit account, not money market account. 
NOTE 
 
The interest income noted the report relates the liquidating trust. There yearend value code the final distribution was received 2008. 
The filer the sole shareholder this corporation. The companys assets are limited office furniture, office equipment, checking account, money market account and 
 
 
 
 
Kimba Wood-May, 2009 (Page 
two limited partnership interests Cosmos and Hawk which are listed separately this report (See Lines 528 and 654-656 Section VII). The value used determine the yearend valuation code was the checking/money market account balances plus the office furniture/equipment balance (less accumulated depreciation). 
All horses were retired boarding farm. There value code Column 0.(3) 
because once the horses retire they longer have any earnings potential and, hence, 
This company was sold prior year. Therefore, there year end value reported 
This companys 2008 K-1 was not received the May 15, 2009 Disclosure Report filing date. Therefore, the companys income has been estimated. Once the actual K-1 received, the income code based the actual K-1 differs from the code reported this report, letter explaining the difference will filed with the Committee. 
NOTE 
This investment made through either Vestar Sentinel partnership (See Lines 558561 and 597-599 Section VII). Since the filer can direct, influence any other manner affect the purchase, exchange, sale disposition the entity property owned the entity, Financial Disclosure Filing Instructions, page 35, the partnerships assets must listed separately this report. result, this company reportable. 
All transactions (investments, sales and related gain/(loss), distributions, etc.) are 
reported for the company. Any K-1 income (excluding gain/(loss) sales) attributable the company, however, included the partnerships line. there was income 
received separate from the K-1 recorded Column See Note for more 
information. 
Either the Ending Capital Account value from the entitys 2008 K-1, estimate the same, was used determine its year-end value code for Column C.(l 
This asset had value the books the end the year. Therefore, there value code reported Column C.(l). However, the K-1 reported income over the threshold level the asset reportable. 
 
 
 
 
Date Report 
Name Person Reporting 
WOOD, KIMBA 
0511312009 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FIUNG INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544