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Judicial Watch • Margaret M. Morrow – 2004

Margaret M. Morrow – 2004

Margaret M. Morrow – 2004

Page 1: Margaret M. Morrow – 2004

Category:Federal Judges

Number of Pages:36

Date Created:December 13, 2005

Date Uploaded to the Library:November 27, 2014

Tags:Margaret M Morrow, partial, Gross, stock, 2004, TRUSTS, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev.112004 
FOR CALENDAR YEAR 2004 U.S.C. app.  101-111) 
.}. Person Reporting (Last name, First name, Middle initial) Court Organization  MORROW, MARGARETM U.S. District Court, CACD 	Title (Article fil Judges indicate active senior status; ReportType (check appropriate type) magistratejudges indicate full-or part-time) 
Date Nomnaticm, District Judge -Active Initial-@Annual Final Date Report 5/1212005 	Reporting Period 111/2004 1213112004 Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance -UnitedStates..District.Court 
regulations:   ------------- 
255 Temple St, Ste. 7100 
Reviewing 
 
Los Angeles, Califomia 90012 
IMPORTANT NOTES: The instructions accompanying this form muSt followed. Complete all parts, checking the NONE box for each part where you have reportable infonnation. Sign last page. POSffiONS. (Reportingindivid anty; see pp. 9-13 filing instructions) NONE -(No reportablepositions.) Director 	Ninth Circuit Historical Sociel;y Trustee 	Btyn Mawr College -Board Trustees 
Il. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions) 
 NONE -(Norcportableagrecments.) 
........ 
(/) 	 
;:.J :;:::.: m!!CJ 
o}; -,; 
MORROW, MARGARETM 5/1212005 
 
.,_ IiI. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 17-24 filing instructions) .: A. Filerts Non-Investment Income NONE -(No reportable non-investment income.) 2004 Universal Locations, Inc. (yours, not spouses) $5,000.00 Spouses on-Investmentincome -(Ifyou were married during any portion the rCporting year, please complete. this section. Dollar amount not required except for honorarla.)  NONE -(No reportable non-inyestmcnt income.) 2004 	California Courts of.Appeal, Second .Appellate District. Salmy 
IV. REIMBURSEMENTS -transporlation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 ofinstructions.) NONE -(No such reponable reimbursements,) 	 
Bcyn Mawr College March 4-6: BrynMawr, -Bryn Mawr College, Board Trustees Meeting-(Air Transportation, Meals) 
BrynMawr College Apn129-May1: BrynMawr, Bryn Mawr College, Board ofIhlstees Meeting-(Air Transportatiqn. Meals) 
Bryn Mawr College September 30-0ctober Bryn Mawr, PA-Bryii Mawr College, Board Trustees Meeting(Air Transportation, Meals) 
 
 
Date Report 
Name ofPerson Reporting 
MORROW, MARGARET 
-.. GIFTS. (Includes those spouse and dependent clu1dren. See pp. 28-31 ofinstructions.) NONE -(No such reportable gifts.) 
VI. LIABILITIES. (Includes those spouse and dependt children. See pp. 32-34 instructions.) Ii!! NONE -(No reportable liabtlities.) 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/1212005 
-iru:ome, value, tmnscations (mcludes thllsc the spouse and dependent children. See pp. 34-57 filing instructions.) 
VII. INVESTMENTS and TRUSTS 
Income during Gross value end Transactions during reporting period Description Assets reporting period 
reporting period 
(inclnding trust assets) 
Ifnotexeqitfrom disclosun: 
(1) (2) (1) (2) (1) (3) (4) (5) 
Place {X) after each asset exempt Amount Type Value Value Type (e.g. Date: Value Identity 
(e.g. 
fromprior disclosure 	Codel div. rent. Code2 Method buy, sell, Monlh-Code2 Codel buyedseller 
int.) (J-P) Code3 	mmger, Day (J-P) (A-H) (if private lion) 
transaction) 
DNONE (No reportable income, assets, transactions) -.. 	---.. 
Van Kampen American Capital, Pace Flllld-A -IRA Dividend Vanguard Windsor Flllld -IRA Dividend 
Wells Fargo Bank -IRA Interi:st 
BROKERAGE ACCOUNT INDIVIDUAL Div. Int. 
RETIREMENT ACCOUNT 
-Cash equivalent -Smith Barney 
 
-International Paper Company -common stock -Bank One Corporation -common stock 	Merger Seenotein 
Section VIII -Union Pacific Corp. -common stock 
- Alcoa Inc. -stock 
10. -Wyeth -connnon stock 
11. -American International Group. Inc. -common 
stock 
 
12. 
Amgen Inc. -common stock 
 
13. 
Apple Computer Inc. -conunon stock 	Partial sale 3/1 
14. 	Partial sale 10/21	Partial sale 11124 
16. -Applied Materials Inc. common shares Partial sale 10/4 
17. -Aventis ADR-common stock Merger See note 
Section VIII 
 
18. -Sanofi-Aventis ADR common stock (new) 	Merger See note 
Section VIII 
-income, value, transcations (includes those the spouse and dependent children. See W 34-57 filing inslructiom.) VIL INVESTMENTS and TRUSTS 
... 	Income during Gross value end Tmisactions during reporting period Description Assets reporting period 
reporting period(including trust assets) 
F1NANCIAL DISCLOSURE REPORT Pagel of31 Name Person Reporting MORROW, MARGARET Date Report 5/1212005 
 
Ifnotexempt ftom disclosure (1) (2) (2) 
Place ailer each asset exempt ftomprior disclosure  Amount Codel (A-H) Type (e.g.div. rent. int.) Value Code2 (J-P) Value Mcdlod Code3 (Q-W) Type (e.g. buy, sell, merger, tedemption) (2) Date: MODlh-Day (3) Value Code2 (J-P) (4) Codel (A-H) (S) Identity buyer/seller (ifprivam transaction) _12. Huc:s.Inc. 5!0Ck 
20. -Bank New York Inc. -common stock 
21. -Bemis Company Inc. -common stock 
22. -Bowater Inc. -common stock Final sale 2/17 
23. -BP PLC ADR-common stock 
 
24. -C.H. Robinson Worldwide -common stock 
25. -Cadbury Schweppes PLC ADR-conunon stock 
26. -Canon Inc. ADR-common stock 
. 
21: -Catalina Marketing Corporation -common stock 
28. -Cincinnati rmancial Corporation -connnon stock 
29. -Cintas Cotporation-CODJllll?Il stock 
30. -Cisco Systems Inc. -common stock 
31. -Danske Bank AlS ADR-cominon stock 
32. 
-Deere Company -common stock 
 
33. 
-Dell Computer Inc. -comrmn stock 
 
 
-Diageo PLC ADR-common stock 
35. -Eaton Vance Corp. -common stock 
36. -ENI S.P.A ADR -common stock 
Name Person Reporting Date Report 
MORROW, MARGARET 5/12/2005 -income, value, transcations (mcludes those ofthe spouse and dependent children. See pp. 34-57 offiling instructions.) 
VIL INVESTMENTS and TRUSTS Income during Gross value end Transactions dmingreporting period 
Description Assets 
reporting period tq>ortillg period 
(including trust assets) not exeiq>t fromdisclosure(2) (!) (2) (3) 
Place (X) after each asset exempt fiOJn prior disclosure Amollllt Code (A-H} Type (e.g.div. rent. inL} Value Code2 (J-P) Value Method Code3 (Q-W) Type (e.g. buy, sell, merger, redemption) Date: Month-Day Value Codc2 (J-P} Code (A-H} Identity buyer/seller (if private tramac:OOn} 
17- J;qy Jn_, -.eotnll!lion) ... Date: Moldh-Day Value Code2 (J-P) --- Jdenlityof Codel bnyer/seller (A-H) (ifprlwte transaction) - -.. 
74. -Total S.A. ADR-common stock 
 
-Unilever PLC ADR-connmn stock 
76. -Valspar Corporation -common stock 
-Verizon Communications -common stock 
78. 
-Wal-Mart Stores Inc. -common stock 
-Waste Management Inc. -common stock 
80. 81. -Wells Fargo Company-common stock -Xilinx Inc. -connnon stock 
82. -ABN AMRO Holding ADR-common stock Final sale 5/12 83. -AMR Corporation-conunon stock Final sale 10/14 
 
84. 
-AXA S.A. ADR .:common stock 
 
85. 
-Barclays PLC ADR-common stock 
 
 
86. -Calamos Market Neutral Flllld -mutual fund 
-Citigroup Inc. -cormnon stock 
88. 
-Clear Channel Connnunications -common stock 
89. -Ccrtcgy, Inc. -common stock 
 
-Donaldson Co. Inc. -common stock Partial sale 11/13 
buyer/selles- 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/12/2005 
-income, value, tr.mscations (illcludes those ofthe spouse and dependent children. See pp. 34-57 filing instructions.) 
VII. INVESTMENTS and TRUSTS Income during Gross value end Transactions during reporting period 
Description Asse1s reporting period reporting period 
(lllC!wling trust assets) 
ffnot exempt ftom disclosure(2) (1) (2) 
(3) (5) 
Date: 
Value 
Place QC) aflcr each asset exeiq:it Amowrt Type (e.g. Value Value Type (e.g. buy, sell, 
ldeutityoffront prior disclosure MonthCocle2 CodctCode2 MethodCode 
div. nmt.or 
 
{J-P) Code3 merger, Day 
int.) {J-P) 
redemption) 
(Q-W) 
ttansaction) 
.21. S.A. AJ?R -con _stock Fmal sale 3/17  -EMC Corp. -common stock 
93. 
-Gap Inc. -common stock 
 
94. 
-Glaxosmithkline PLC ADR -common stock 
 
95. 
-San Paolo IMI SpA ADR-connnon stock 
 
96. 
-Illinois Tool Works Inc. -common stock 
 
 
97. -KAO Corporation ADR-common stock 
98. King Phannaceuticals Inc. -conunon stock Final sale 
-limited Brands, Inc.-common stock Partial sale 3/25 
100. 
-Final sale 7/14 
 
101. 
-Eli Lilly Co. -common stock Partial sale 10/22 
 
102. 
Final sale 11/05 
 
103. 
-Merck Co. -common stock 
 
 
104. -Nokia Ccrp. ADR-common stock 
105. -Reinsurance Group America -common stock 
106. 
-Schering Plough Corp. -common stock 
 
107. 
-Siemens ADR-common stock 
 
108. 
-Societe Generale ADR-conunon stock 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/1212005 -income, value, transcations (includes those ofthe spouse and dependent cbildnm.  See pp. 34-57 filing instructions.) 
VIL JNVESTMENTS and TRUSTS 
Gross value end Tr.msactions during reporting period 
reporting period reportingperiod 
Description Assets 
{including trust assets) 
ffnot ext from disclosure 
(2) (1) 
(2) (2) (3) (4) (S) 
Place (X) after each asset exempt .Am:iunt Type (e.g. Value Value Type (e.g. 
Date: 
Value Gain Identity 
Codc2 Code! buyer/seller buy, sell, 
fromprior disclosure 
Code div. nmL Codc2 Method 
Codc3 mmgcr, Day 
(ifprivate 
(A-H) inL) (J-P), (J-P) (A-H) 
reclcn1>tion) 
transaction)(Q-W) 
Final sale 
-109. St;iplei> Inc. -COJDilWil.s.t - 
--- ------  
110. UBS -common stock 
111. -VF Corp. -common stock Final sale 215 
112. -Viacom Inc. -common stock Partial sale 3125 
113. -Wachovia Corp. -cormnon stock Partial sale 4121 
 
114. 	-Partial sale 11123 
115. -Xerox Corp. -common stock 	Partial sale 3/12 
116. 117. 118. -Aflac, Inc. -common stock -Allied Irish Bks ADR common stock -AmazonCom Inc. common stock 
119. -Archer-Daniels-Midland Co. -common stock 
120. -Brown Brown Inc. -common stock 
121. -CIE *Financiere Richemont AG-common stock 
122. -CSX Corp. -conunon stock 
123. -ComcastCorp.-commonstock . 
124. -Copart Inc. common stock 
125. -Diagnostic Products Corp. -common stock 
126. -E. Dupont Nemours Co. -common stock Partial buy 1217 
 
3:()ll)riiii,c;2) 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/1212005 
VIL INVESTMENTS and TRUSTS -income, vaiue. b:anscations (includes 1bosc ofthe spouse and dependent children. See PP 34-s1 offiling instructions.) Income during Gross value end Transactions during reporting period 
Description Assets reporting period reporting period 
(mcluding trust assets} not exempt from disclOsure 
(4)(3) 
Value 
(S) 
.Ideulity (1) (2) (1) (2) {1) Date: 
Month- 
Place (X) a1ll:r each asset eu:D1pt Amollllt Type (e.g. Value Value Type (e.g. from prior disclosure Code2 Method buy, sell, 
Coclc div. teJll. 
Code.2 
Code buyer/seller 
Code3 
(J-P) (A-H) (ifprivate transaction) 
Day 
int.) merger. 
(A-H) (J-P) (Q-W) 
--121  Eatt.m Corp. !IPmO!I   -.. 
-- 
-- - .. -  
- 
128. 
-EBay Inc. -common stock 
 
129. 
-First Health Group Corp . common stock Final sale 12123 
 
130. 
-Gillette Co. -common stock 
 
131. 
-Medimmune, Inc. -common stock Fmalsale ln.7 
 
132. 
-Men:ill Lynch Co. Inc.  common stock 
 
133. 
-Monsanto Co. -common stock 
 
 
134. -Motorola Inc. -common stock 
, 
 
135. -NewmontMiningCozp.-common stock 
136. -Nike Inc. -common stock 
 
137. 
-Parker-Hannifin Corp. -common stock 
 
138. 
-Praxair, Inc. -common stock 
 
 
139. 
-Regis Corp. Minnesota -common stock Partial buy 8125 
 
140. 
-Rent-A-Center Inc. -common stock Partial buy 12128 
 
141. 
-Rohm Haas Co. -common stock 
 
 
142. -Tcn:dyne Inc. -cormnon stock Partial sale 1116 
143. -Tesco PLC ADR -common stock 
144. -Zebra Teclmologies Inc. -common stock Partial sale 7/9 
.... ... 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/12/2005 
-income, value, transcations (includes those the spouse and dependentchildien. See pp. 34-57 filing inslructions.) 
VIL INVESTivIBNTS and TRUSTS 
.... 
Income during Gross value end T:nmsactioosduring reporting period 
Description Assets 
reporting period reporting period 
(including trust assets) not exempt from disclosure 
(1) (2) (1) (2) (1) Place (X) after each asset exempt Am:lunt T:;pe Value Value T:;pe (e.g. Date: Value Gain Identity 
(e.g. 
ftomprior disclosure 	Codel div. mtt.or Code2 Method buy, sell, Monlh-Code2 Codel buyer/seller (A-H) inL) (J-P) , Code3 merger, Day (J-P) {A-H) {if private 
{Q-W) 	tiamaction) 
Final sale 11/8 
:AbJ?oes -.o _!k ... ---.... -. -.. ----- 
-BMC Software Inc. -common stock 	Final sale 7fl7 
146. 
Partial buy 
147. 
-Credit Suisse Group ADR-common stock 
 
148. 
-Dial Corporation common stock 	Final sale 1/29 
 
149. 
-Emerson Electric Co. -common stock 	Partial buy 2127 
 
150. 
General Mills Inc. -connnon stock 	Final sale 913 
 
 
 
151. 
-Harley-Davidson Inc. -conunon stock 
 
152. 
-Kraft Foods Inc. -common stock 
 
 
153. 
-Microchip Technology Inc. -COiilIDDJ1 stock 
 
154. 
-Newell Rubbermaid Inc . -common stock 
 
 
. 
155. -Patina Oil Oas Corp. -connnon stock 
156. -Pimco High Income Ftmd -closed-end fund 
 
157. -Progress Energy Inc. -common stock 
158 -Roche Holding Ltd. ADR  common stock 
159. 
-Stancorp Financial Group -common stock 
 
160. 
-Starbucks Corp. -common stock 
 
161. 
-Swiss Reinsurance ADR -common stock 
 
162. 
-Tyco Intl. Ltd. -conunon stock 	Partial sale 9/13 
 
 
Date Report 
Name ofPerson Reporting 
MORROW, MARGARET 
5/1212005 
-income, value, transcatious (mcludes those ofthe spouse and dependent children. See pp. 34-57 filing instructions.) 
VIL INVESTMENTS and TRUSTS Income during Gross value end Transactions during reporting period Description Assets 
reporting period n:porting period 
(including trust assets) not exempt from disclosure (1) (2) (1) (2) (1) 
(2) 
Date: 
Place (X) after each asset exempt Amlunt Type Value Value 
(e.g.div. renL 
Identity 
Vaine 
buy, sell, from prior disclosure MonthCode2 Method buyer/seller Code Code2 Code 
(J-P) Code3 merger, Day 
(ifprivate 
(A-H) (J-P) (A-H) 
redemption) transaction)(Q-W) 
J,- Yoc:l._a!one_tion) 
(Q-W) 	transaction} -181. 182. Freescale.semiconductor Inc. -,_c[s_(Spinoff9f Motorola) - --.  - .. --p!J;i.Q.f[ -Fmalsale 12/8. 12117 
183. 184. -Hospira Inc -common stock (Spinoff Abbott Labs) Spinoff Final sale 516 5/19 
185. -Kimberly Clark Corp. -common stock Buy 10/S 
 
186. 
-Kroger Co. -common stock 	Buy 7/1 
 
187. 	 
-Mettler Toledo International Inc. -common stock Buy 319 
 
188. 	 
-Neenah Paper Inc. -els (Spinoff Kimberly Spin-off 12/6 Clark) 
 
 
 
189.	Final sale 12117 
 
190. 
-99 Cents Only Store -common stock 	Buy 1/29 
 
191.	Partial buy 613 
 
192. 
-Nonnura Holdings Inc. ADR-common stock 	Buy 1126 
 
193.	Partial buy 4/16 
 
194. 
-Nortel Networks Corp. -COrDmon stock 	Buy 6114 
 
195. 
-Pfizer Inc. -common stock 	Buy 9120 
 
196.	Partial buy 12120 
 
 
197. 
-Scherling ADR -common stock 	Buy 
198. -Solectron Corp. -common stock 	Buy 3/19 
 
VIL INVESTMENTS and TRUSTS -income, value, transcations (mcludes those the spouse and dependent cbildzen. See pp. 34-57 filing instructions.) c.Income during Gross value end Transactions during reporting period reporting period not exempt ftom disclosure 
Description Assets (includingtrust assets) tepOiling period 
(1) (2) (1) (2) (3)Type (e.g. 
Place (X) after each asset exempt ftom prior disclosure 
Value ValueMethod 
Amount 
Codel 
 
int.) 
(e.g.div. rent. 
Identity buycrlseller 
(if private bamaction) Codel(A-H)( 
CodC2 
J-P) , 
 
Code 
Month-Day 
Codc2(J-P) 
merger,reden;rtion) 
199. Paul yeler$ --COJ!Dll!l !Q.C. ----------. -. !!- --. __5/3 -. -. 
... -- 
200. -Partial buy 
Partial sale 12130 
201. 
 
202. 
-Final sale 12131 
 
 
203. -Symantec Corp. -common stock Buy 9/02 
-Partial buy 10/04 
204. 
205. 
-XM Satellite Radio Holdings -common stock Buy 2fl4 
 
206. 
-Partial buy 3125 
 
 
207. 
-AMERCIAN EXPRESS -Corp. Bond Final sale 2112 
 
208. 
-BANC ONE CORP. -Corp. Bond Final sale 2118 
 
209. 
-cmGROUP INC. -Corp. Bond 210 -COCA COLA ENTERPRISES -Corp. Bond 
 
 
211. -FIRST DATA CORP. GLOBAL-Corp. Bond 
212 -GENERAL ELECTRIC -Corp. Bond 
213. -GOI.DMAN SACHS GROUP-Corp. Bond 
214. -mM -Corp. Bond 
215. -INTERNATIONAL LEASE FINANCE CORP. 
Corp.Bond 
216. -SBC COMMUNICATION -Corp. Bond 
 
. 5.: 
Date Report Page 13of31 
Name Person Reporting 
MORROW, MARGARETM 
5/1212005 
-income, value, transcations (iocliu!es those ofthe spouse and dependent childt:en. See pp. 34-57 filiDg instructions.) 
VIL 1NVESTMENTS and TRUSTS Income during Gross value end Transactions during reporting period 
Description Assc1ll reportingperiod(includingtrust assets) 
Ifnot exempt from disclosure 
(2) {1) (2) (1) 
(3) (4) (5) 
Value Value Type (e.g. Dale: 
(e.g. 
Place (X) after each asset exempt ftompriordisclosure 
Iden1it:y 
Atoount ValueType Code2 Method bll),SCll, Month-Codel 
div. telll. 
eoc1e2 Codel buyer/seller 
(if private 
Code3 merger, Day 
(A-H) int.) (J-P) (J-P) (Q-W) 
redemption} 
transaction) 
217. -TAR.GET CQR.P, -Cogi. Bond --. -----. --. . -.. -UN1LEVER CAPITAL CORP. -Corp. Bond 
 
219. 
-WAL-MART STORES INC. -Corp. Bond 
 
220. 
-WEUS FARGO CO. -Corp. Bond 
 
 
Paftial sale 
A221. -FEDERAL HOME LOAN MORTGAGE-Gov. 
Bond (#1) 
- 
222. 
Final sale 7/15 
 
223. 
-FEDERAL NATL MTG ASSN GLOBAL-Gov. Final sale 11/29 Bond (#1) 
-FEDERALNATL MTG ASSN GLOBAL-Gov. Partial buy 
224. 
 
Bond(#2) 
225. -U.S. TREASURYNOTES -Gov. Bond (#1) 
226. -U.S. TREASURYNOTES -Gov. Bond (#2) 
 
Final sale 8/16 
Partial buy 7114 
227. BANK ONE CORP. -Corp .Bond (new) Buy 2118 
228. COUNTRYWIDE HOME LOAN -Corp. Bond Buy 2112 
(new) 
229. -FEDERAL HOME LOAN MORTGAGE-Gov. Buy 4113 
Bond(new) 
230. -U.S. TREASURYNOTES -Gov. Bond (#3) (new) Buy 8/12 
 
231. 
U.S. TREASURYNOTES -Gov. Bond (#4)(new) Buy 11/29 
 
232. 
Wells Fargo Bank -Account None 
 
 
2J3. Unimproved real property,Nantucket, Massachusetts None Sold 3/15 See note SectionVIll 
234. Kadison, Pfaelzer, Woodard, Quinn Rossi Inv. Interest See note Plmship. Section VIII 
 
U _,,,;k:Vue. 
 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/1212005 
-income, value, transca1ions (includes those ofthe spouse and dependent children. See pp. 34-57 filing instructions.) 
VIL INVESTMENTS and TRUSTS 
Income during Gross value end Transactions during n:porting period Description Assets reporting period ICpOrting period 
(mclwlingtrust assets) not exempt fi:om disclosun: 
(2) (1) 
(3) 
Place QC) after each asset exempt Amount Type (e.g. Value Value Type (e.g. Date: Gain Identity from prior disclosm:e Codel div. tent. Code2 Method buy, sell, Mondt-Code2 Codel buyer/seller (A-H) int) (J-P) Code3 merger, Day (J-P) (A-H) (if private (Q-W) lraDsaelion) JntDiv. 
235.. ___ J):qstJ --. --- --. ---- -. -.M -- -----. - --- -- 
-   
236. 
-Berkshire Hathaway Inc. -Class stock 
 
237. 
-Cash equivalent -The Seidler Companies 
 
238. 
BROKERAGEACCOUNT#2 
 
239. 
-Cash equivalent -Smith Barney JntDiv. 
240. 
-ABN-AMRO Holding ADR -common stock Dividend Final sale 5/12 
 
241. 
-AMR Corporation -common stock None Final sale 10/14 
 
242. 
-Alcoa Inc. -conunon stock Dividend 
 
243. 
-Ameren Cmp. -common stock Dividend 
 
244. 
American International Group -connnon stock Dividend Partial bey 12114 
 
245. 
Amgen Inc. -common stock None iartiiilbuy 12114 
246. 
-Apple Computer Inc. -comman stock None Partial sale 311 
 
247. 
-Archer-Daniels-Midland Co. -common stock Dividend Partial buy 12114 
 
248. 
-Aventis S.A. ADR-common stock Dividend Merger See note Section VIII 
 
249. 
-Sanofi-Aventis ADR common stock (new) Dividend Merger See note Section VIII 
 
250. 
-AXA S.A. ADR-common stock Dividend 
 
251. 
-BP PLC ADR-common stock Dividend 
252. -Baker Hughes Inc.-common stock Dividend 
Date Report 
Name ofPerson Reporting 
MORROW, MARGARETM 
5/1212005 
-income, value, transcations (includes those oflhe spouse and dependent chikhen. See pp. 34-57 filing instructions.) 
VIL lNVESTMENTS and TRUSTS 
Income during Gross value end Transactions during reporting period 
Descriptionof .Assets reportingperiod 
 
reportingperiod 
{includingtrust assets) Ifnot exempt from disclosure 
(1) (2) (1) (2) (1) 
(2) (3) (4) (5)Place (X) after each asset exempt Amount Type (e.g. Value Value Type (e.g. Date: Value Gain Identity ti:om prior disclDsurc Cadet div. rent. Codc2 Method buy, sell, Month-Codc2 Codel buyer/seller 
(A-H) 	int.) {J-P) Code3 merger, Day (J-P) (A-H) (if private {0:-W) redemption) transaction) 
.... Ball.Corp. -common stock Diyigend.  12114 
-253. 	!artial IJ!:l.Y -... .... 
-.. 
254. 	 
-Ban1c One Corp. -common stock Dividend Merger See note SectionVIIl 
 
255. 
-Barclays PLC ADR-common stock Dividend Partial buy 12114 
 
256. 
-Best Buy Inc. -common stock Dividend Partial buy 12114 
 
257. 
-Big Lots Inc. -common stock None Fmalsale 3/18 See note Section 
 
258. Bowater Inc. -common stock Dividend 	Fmalsale 2117 
 
 
. 
259. -CMS Energy Corp. -common stock 	None 
260. -Cadbury Schweppes PLC -common stock Dividend 
261. -Canon Inc. -common stock Dividend Partial buy 12114 
 
262. -Cardinal Health Inc. -common stock Dividend Partial sale 7/1 
263. -Caremaik: Inc. -common stock None Partial buy 12114 
264. -Cisco Systems Inc. -common stock None Partial buy 12114 
265. -Cintas Corp. -common stOck Dividend Partial buy 12114 
 
266. 
-Citigroup Inc. -common stock Dividend Partial buy 12114 
 
267. 
-Clear Channel Communications -connnon stock Dividend 
 
268. 
-Crompton Corp. -common stock Dividend 
 
269. 
-Danske Bank A/S ADR-common stock Dividend Partial sale 115 
 
270. 
-Deere Company -coIIllIJJD. stock Dividend .,;Book Vaji!e 
 
 
 
 
-income, value, tr.mscations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 
VIl. INVESTMENTS and TRUSTS Income during Gross value atend Transactions during reporting period 
DescriptionofAssets reporting period iepoiting period 
(including trust assets) 
 
Jfnot exempt from disclosure 
(1) (2) (1) (2) (1) 
(2) (3} 
Place (X) a1lcr each assetexempt Amount Type Value Value Type {e.g. Date: Value Gain Identity 
(e.g. 
fromprior disclosnre 	Code div. tent. Code2 Method buy, sell, Mondi-Code2 buyedsellCT 
Codel (A-H) int.) (J-P) Code3 merger, Day (J-P) (A-Fl) (ifprivale (Q-W) transaction) 
Tedemption) 
.211. .,l)jageQ.P..LC..ADR...!:OlllIDOn_tQ!:lc - --A. d4__ ---J __r__ ... ---- ----. -----------. ----------. 
272. 
-Eastman Chemical Company -common stock Dividend Partial buy 12/14 
 
273. 
-Eaton Corp. -common stock Dividend 
 
274. 
-EMC Corp. -commonstock 	None 
 
275. 
-Emerson Electric Corp. -c:Ommon stock Dividend Partial buy 12/14 
 
276. 
-Endcsa S.A. ADR -common sti;>ck Dividend 	Final sale 3/17 
 
277. 
-ENI S.P ADR-commonstock Dividend 
 
 
278. -EOG Resources Inc. -common stock Dividend Partial buy 12/14 
279. -Everest Reinsurance Group -common stock Dividend Partial buy 12/14 
280. -Exxon Mobil Corp. -common stock Dividend Partiasale 1/12 
 
281. 
-.. 	Partial buy 12121 
 
282.	Partial buy 12131 
 
283. 
-Fifth Third Bancorp -common stock Dividend 	Final sale 1218 
 
284. 
-Fiserv Inc. -commonstock 	None Partial buy 12/14 
 
285. 
-Fleetboston Financial Corp. -commonstock Dividend Merger Sec note Section VIII 
 
286. 	 
-Banlc America -commonstock (new) Dividend Merger See note Section VIII 
 
287. 
-Gap Inc. -common stock Dividend 
 
288. 
-General Electric Inc. -commonstock Dividend Partial buy 3110 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/12/2005 
-income, value, b:anscations (mcludes tbose ofthe spouse anddependentcbikhen. See pp. 34-57 filing instructions.) 
VIL INVESTMENTS and TRUSTS 
 
r.: Income during Gross value end Transactions during reporting period 
 
Description Assets reporting period reporting period 
(including trust assets) 
 
Ifnot exeJl1)t from tion) 
transaction) 
PartibUI_ 6/lS 
-289. 
-- - ---- 
290. Partial buy 12114 
291. -Genuine Parts Co. -common stock Dividend Partial buy 12114 
292. -Georgia Pacific Corp. common stock Dividend Partial buy 12114 
293. -Glaxosmithkline PLC ADR-common stock Dividend Partial buy 12114 
294. -W. Grainger Inc. -common stock Dividend 
295. -HSBC Holdings PLC ADR-common stock Dividend Partial buy 12114 
 
296. 297.  -Healthcare Realty Trust Inc. -common stock -Health Net Inc. -common stock Dividend None Final sale S/12 
298. -Heineken ADR-common stock Dividend Partial buy 12114 
 
299. -Home Depot Inc. -commonstock Dividend Partial buy 12114 
300. -Hubbell Inc. -common stock Dividend 
301. -IMC Global Inc. -common stock None Final sale 8/17 
302. -Illinois Tool Works Inc. -common stock Dividend Partial buy 214 
303. Partial buy 12114 
 
304. Partial buy 12115 
305. -Intel Corp. -common stock Dividend Partial buy 12114 
306. -Jnt.emational Business Machines Corp. common stock Dividend Partial buy 12114 
 
 
VIt INVESTMENTS and TRUSTS -income, value, tr.mscations (ludes those the spouse and dependentchildren. See pp. 34-57 offiling instructiom.) 
.... Income during Gross value end Transactions during reporting period 
Description ofAssets reporting period 
 
reportingperiod(including trust assets) 
rfnot exempt from disclosum 
(1) 	(2) (1) (2) (1) {2) (3) 
(S)Place QC) after each asset eM1DPt Atmunt Type {e.g. Value Value Type (e.g. Date: Value Gain Idenlityoffiomprior disclosuns Codel div. renL Code2 Method bu:y, sell, Month-Code2 Code buyer/seller 
(A-H) int.) (J-P) Code3 merger, Day (J-P) (A-H) (if private (Q-W) redemption) transaction) 
3.07. Inati.on!ll.per Co. -co .. Dividend -   ...   - --.. - ... -- ----- 
308. -J.C. Penney Co. Jnc. -common stock Dividend Final sale 11124 
309. -JP Morgan Chase Co. common stock Dividmd Partial sale 9/10 
310. Partial buy 12/14 
 
311. -KAO Colp. ADR-cOmmon. stock Dividend Partial buy 12/14 
312. -Leggett Platt Jnc. -comm>n stock Dividend 
 
313. -Eli Lilly Co. -common stock Dividend Partial buy 12/14 
314. Limited Brands, Jnc.-comtmn stock Dividend 	Partial sale 3125 
. 
315.	Fmalsale 11123 
316. -Medtronic Inc. -common stock Dividend Partial buy 12/14 
317. -Mellon Fmancial Corp. -cormmn stock Dividend Partiitl buy 12/14 
318. -Merck Company -common stock Dividend Partial buy 12/14 
319. -Microsoft Corp. -common stock Dividend Partial buy 1115 
320. Partial buy 12114 
321. -Mylan laboratories Inc. -common stock Dividend 
322. -Nestle S.A. ADR -common stock Dividend Partial buy 12/14 
323. -Newell Rubbermaid Inc. -common stock Dividend 
 
324. -Nokia Corp. ADR-connnon stock Dividend Partial sale 6122 
.F. 
.... 
;:: ::. 
Gross value end 
 
Date ofReport 
5/1212005 -income, value, transcations (includes 1hose ofthe spouse and dependent children. See pp. 34-57 filing instructioDs.) 
VIL INVESTMENTS and TRUSTS 
Tr.msactions during reporting period 
Income during 
.;- 
Description Assets 
(including trust assets) 
reporting period not exeqit ftom disclosure 
(1) (2) (1) (2) (1) 
(2) (3) (4) (5) 
Place (X) after each asset exempt Amount Type (e.g. Value Value Type (e.g. Date: Value Gain Ideolityof from prior disclosure Code div. nmL Codc2 Method buy, sell, Month-Codc2 Codel buyer/scller (A-H) int.) (J..Pf Code3 merger, Day (J-P) (A-H) (if private (Q-W) redeiq>lion) transaction) 
-12114 
 
325. --. -a.r!i 
------ 
- 
-- 
326. -Northeast Utilities -common stock Dividend 
327. -Novartis ADR-common stock Dividend 
328. -Office Depot Inc. -common stock None Final sale 10124 
329: -Pactiv Corp. -common stock None Partial buy 12115 
330. -PartnerRe Ltd. -BMD -common stock Dividend Partial buy 12114 
331. 
-Paychex Inc. -common stpck None Final sale 1/20 
 
332. 
-Pepsico Inc. -common stOck Dividend Partial buy 10/0S 
-Partial buy 12114 
 
334: -Pfizer Inc. -common stock Dividend Partial buy 9120 
335. 
-Partial buy 12/14 
 
336. 
-Partial buy 12120 
 
 
337. 
-Potash Corp. Saskatchewan Inc.-common stock Dividend 
 
338. 
-Royal .Dutch Petroleum Co. -common stock Dividend Partial buy 12114 
 
 
-SBC Communications Inc. -common stock Dividend 
-San Paolo lMI SpA ADR-common stock Dividend 
341. 
-Schering Plough Corp. -common stock Dividend 
 
342. 
-Schlumberger Ltd. -common stock Dividend 
 
VIl. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) D 
Income during Gross value end Transactions during reporting period Description Assets reporting period reporting period (111Cluding tiust as.sets) 
Ifnot exempt from disclosnre 
(2) 
(1) 
(2)Date:Place (X) after each asset exempt fiom prior disclosUie 
Value Valnc: Type (e.g. Amount Value 
Typediv. rent. 
ldenlityof 
buyer/seller(if private transaction) Codel(A-H) 
buy, sell, 
Code2 Method Monlh 
(J-P) Code3 Day 
Codet 
(A-H) 
Code2 
(J-P)inL) merger, 
on) 
..... 
---- 
Partial sale 
- 
--- 
 
..... 
--- 
 
343. Siems_A.,Q l,DR-comw!JD. _s.k 1,_ Dividend 
 
344. -Snap-On Inc. -common stock Dividend Partial buy 12115 
345. -Societe Generate ADR-common stock Dividend Partial buy 12114 
346. -Southwest Gas Corp. -common stock Dividend 
 
-Staples Inc. -common stock Dividend Partial buy 12114 
348. 
 State Street Corp. connnon stock Dividend Partial buy 12114 
 
349. 
-Sybase Inc. -common stock None 
 
 
-Target Corp. -common stock Dividend Partial buy 12114 
351. 
-Timkin Co. -common stock Dividend Partial buy 12114 
 
352. 
Tommy Hilfiger-common stock None 
 
 
-Total S.A. ADR common stock Dividend 
354. -Transatlantic Hldgs. Inc. -common stock Dividend Final sale 116 
355. -UBS AG-CHF -common stock Dividend 
356. -Unilever PLC ADR-common stock Dividend Partial buy 12114 
 
-Union Pacific Corp.  conunon stock Dividend 
358. -United Parcel Service -common stock Dividend Partial buy 12114 
359. -VF Corp. common stock None Final sale 215 
360. -Verizon Communications -common stock Dividend 
 
,:; ,.., -,Q ,,. 
  -rsee901unm ::u  ;tjt?k-v;i::: ,:_ /.:..m!i{:/ 
Date Report 
Name Person Reporting 
MORROW, MARGARETM 
S/12/200S 
-income, value, transcations (mcludes those tbe spouse and dependentchildren. See pp. 34-57 filing instructions.) 
VII. INVESTMENTS and TRUSTS 
.--	Inoo during Gross value end Transactions during tq>Ofting period 
Description Assets reporting period 
 
reporting period 
(includingtrust assets) 
(1) (1) (2) 
Ifnot exeiqit from disclosure 
(1) (3) (4) 
(5) 
Place (X) after each asset exempt AIOOunt Type Value Value 1)pe (e.g. Date: Value Identity 
(e.g. 
buy, sell, 
from prior disclosure 	Code div. IeflL Code2 Method Month-Code2 Codel buyer/seller 
mt.) (J-P) Code3 merger, Day (if private (A-H) (A-H)tcdemption) 1rausaCtion)(Q-W) Dividend 
VJ!. :.-!unt Type (e.g. Value Value Value Identify ftomprior disclosure 
Codc2 Method buy, sell, Month-Code div. mlt. Codc2 Code buyer/sellerDayinL) (JP) Code3 (if private (J-P) (A-l:l) 
(Q-W) 
transaction) 469. Ga!ellus. Qcr/. Corp. -c01l1IIlQII stoc_k - None. ... Buy 10/5 ..... -- 
470. -Centerpoint Pptys Trust -common stock Dividend Buy 10/5 
471. -Centurytel Inc. -common stock Dividend Buy 6129 
 
472. 
-Cigna Corp. -common stock Dividend Buy 6/14 
 
473. 
-Citigroup Diversified Futmes -Managed futures None Buy 10/14 
 
 
 
fund 
474. -Clorox Company -common stock 	None Buy 11/23 
, 
-Computer Sciences Inc. -common stock 	None 
Buy 
476. 
-Conseco Inc. -common stock 	None Buy 6/1 
 
477. 
-Cox Conmnmications -common stock None 	Buy 2124	Fmalsale 10/19 
-CVS Corp. -common stock Dividend Buy 
480. -Dean Foods Co. -common stock 	None Buy 1/9 
481. -Developers Diversified Realty Corp. None Buy 10/5 
common stock 
482. -Duke Realty Company -common stock Dividend Buy 10/5 
 
483. -Electronic Arts -common stock 	None Buy 11/3	Partial buy 12/14 
485. 
-Encl Societa Per Azion ADR-common stock 	None Buy 12!1 
 
486. 
-Equity Residential -common stock 	None Buy 10/5 
 
 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/12/2005 
-income, value, trans cations (includes those the spouse and dependent cbiJdren.. See pp. 34-57 filing instructions.) 
VII. INVESTMENTS and TRUSTS 
Inca during Gross value end Transactions during reporting period Description Assets reporting period 
reporting period 
(including trust assets) not eJtempt from disclosure 
(1) 
(2) (1) 
(4) 
Dale: 
Value 
Place (X) after each asset exempt Amount Type (e.g. Value Value 
Identity ofGain 
fromprior disclosure 
Code2 Method buy, sell, MonthCodel 
buyer/seller 
div. renL 
Code2 Code 
(J-P) Code3 meiger, Day 
(ifprivale 
inL) 
(J-P) (A-H) 
redcq>tion) transaction).. (Q.W) 
487.  Essex: Property_Trust In: -COilllllQ!l tQc!.c -one-. - J3-uy_ 10/5 
- ----. 
488. 
-Extra Space Storage Jnc. -common stock Dividend Buy 10/5 
 
489. 
-Fairmont Hotels Resorts -common stock None Buy 10/5 
 
 
490. -Federal Realty Invt SBI -common stock None Buy 10/5 
491. -Federated Dept. Stores -common stock Dividend Buy 1/2 
492  -Freescale Semiconductor Inc -els (Spinoff Motorola) None Spinoff 1213 
493. Final sale 12/17 
494. -General Growth Properties -common stock Dividend Buy 10/5 
495. 
-Health Care Reit -connnon stock Dividend Buy 10/5 
 
496. 
-Final sale 11123 
 
497. 
-Hewlett Packard -common stock Dividend Buy 1116 
 
498. 
-Final sale 8/13 
 
499. 
-Hilton Hotels Inc. -common stock Dividend Buy 10/5 
 
 
-Hospira Inc. -common stock (Spinoff Abbott None Spinoff 516 Labs) 
501. 
-Final sale 5/19 
 
502. 
-Jnnkeeppers USA Trust -common stock None Buy 10/5 
 
503. 
-Kilroy Realty Corp. -common stock None Buy 10/5 
 
504. 
-Kimberly-Clark Corp. -common stock None Buy 10/6 
 
 
.. ==Bcioi>Ve. Y _..-:ptJr : 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
5/1212005 
-income, value, tzanscations (includes those ofthe spouse and dependent children. See pp. 34-57 filing instructions.} 
VIL INVESTMENTS and TRUSTS Income during Gross value end Transactions duringreportingperiod 
Description Assets 
reporting period reporting period 
(including trust assets) 
Ifnot exempt from disclosure(1) (2) (1) (2) 
(3) 
(S} 
Place (X) after eacb. asset exc:iqit Amount T)pe (e.g. Value Value Type (e.g. Date: Value Gain Identicyof fromprior disclosure Codel div. mit.or Code2 Method buy, seU, Month-Code2 Code buyer/seller (A-H) (J-P), Code3 merger, Day (J-P) (A-H) (if private 
rec!eo1ition) 
(Q-W) traDsactioD} 
--505. .King qticals -conmwn sck n stock . None Buy 10/19 
 
-R. Donnelley Sons Co.-common stock Dividend Buy 312 
534. -Schering ADR-common. stock None Buy 7114 
535. 
-Shurgard Storage C1rs. Inc. -common stock None Buy 10/5 
 
536. 
-Simon Ppty. Group Inc. -connnon stock Dividend Buy 10/5 
 
 
531. -SL Green Realty Corp. -common stock None Buy 1015 
538. 
-Solectron Corp. -common stock None Buy 3/19 
 
539. 
-St. Paul Travelers Cos. Inc. -common stock Dividend Buy 513 
 
540. 
-Final sale 12131 
 
VIL INVESTMENTS and TRUSTS -income, value, transcalions (mcludes those ofthe spouse and dependent cbildm!. See pp. 34-57 filing instructions.) 
Income dlDing Gross value end TillllSaCtions during reporting period Description Assets reporting period reporting period (iocloding trust assets) Ifnot exempttiom disclosure 
(1) (2) (1) (2) (1) 
 
(2) (3) Date: 
Place (X) after each asset c:xeiqit Amouot Type (e.g. Value Valac Value Gain Identity .from prior disclosun: 
buy, sell, 
Month- 
Cadet div. renl. Code,2 Method Codc2 Cadet buyenseller 
Day 
Code3 merger, 
(A-H) 
(J-P) 
 
(J-P) (A-H) (ifprivale 
redemption) 
tr.msaction) 
(Q.W) 
 - 
--------- -- 
NoneJ 
 
10/5 
... 
..S.4l 
 
-Starwood Hotels Resorts Worldwide -cormnon .-stock ------ 
542. -Summit Properties Inc. -connnon stock Dividend Buy 10/5 
-Final sale 10/6 
544. -1iizec Properties Inc. -common stock None Buy 112 
545. -United Dominion Realty Trust -common stock Dividend Buy 10/5 
546. -Venias Inc. -common stock None Buy 1015 
541. -Vornado Realty SBI Dividend Buy 10/5 
. 
Name orPerson Reporting 
Date Report 
MORROW, MARGARETM 
511212005 
_,VIIl. ADDffiONAL JNFORMATION EXPLANATIONS (JndicatepanorReport.) 
SECTION VII: 
BROKERAGEACCOUNT#l 
Morgan Chase CO; There was one reportablC transaction myJ.P. Morgan Chase Co. position (see page line 50). 
 ------Pa:ge1;1ines-i1-ts:--on :August 20,2004, -sanofi;;Synthelabo and Aventinnerged; thenamcrofthemerged companyisSanofiAventis:fherewereno   
 -- 
 - 
reportable lransactions Sanofi-Aventis position. 
America There were reportable transactions Bank ofAmerica position. 
California, which was sold June 21, 2004. Ninety percentofthe sales price was paid cash. and the sellers, including the investment partnership, took 
back note for tlie remaining ten percent :from Cahuenga, LP. The value interest the property, member the investment partnership, 
The value ofmy interest the transaction was and the gain was Cutrently, the investment partnerships sole asset the promisso!:ynote from 
Cahuenga, LP. 
 
BROK.ERAGEACCOUNT#2 reportable transactions Sanofi-Avens position. Morgan Chase Co. There were two reportable transactions Morgan Chase Co. position (seepage18, lines 309-310). 
America. There were reportable transactions Bank ofAmerica position. 
 
MORROW, MARGARET 5/1212005 
 
JX. CERTIFICATION.  certify that all information given above (including information pertaining spouse and minor dependent children,  any) accumte, true, and complete the best knowledge and belief; and that any information not reported was withheld because met applicable statutory provisions permitting non-