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Judicial Watch • Margaret M. Morrow – 2011

Margaret M. Morrow – 2011

Margaret M. Morrow – 2011

Page 1: Margaret M. Morrow – 2011

Category:Federal Judges

Number of Pages:68

Date Created:December 1, 2012

Date Uploaded to the Library:November 27, 2014

Tags:Margaret M Morrow, margaret, Assessment, Estate, Gross, 2011, Market, assets, INVESTMENTS, transactions, Codes, disclosure, reporting, report, Federal Judge, financial, income, Judge


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FOR CALENDAR YEAR 2011 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) MORROW, MARGARET Court Organization United States District Court, CACD Date Report 08/29/2012 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) United States District Judge -Active Sa. Report Type (check appropriate type) Nomination Date Initial [{] Annual Sb. Amended Report Final Reporting Period 01/01/2011 12/31/2011 Chambers Office Address 
United States District Court 255 Temple Street, Ste. 770 Los Angeles, California 90012 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Insert signature last page. POSIT! ONS. (Reporting individual only; see pp. 9-13 filing instructions.) 	NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Director 	Ninth Circuit Historical Society Trustee Bryn Mawr College -Board Trustees Trustee Mayfield Senior School -Board Trustees Trustee Trust (Part VII, Page_, Line_) Power Attorney -Trust (Page __VII, Page __, Line_) 
 
JI. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
 
 
 
08/29/2012 
MORROW, MARGARET 
III. N-INVES TMENT INC ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) 
 
 SOURCE AND TYPE INCOME 
(yours, not spouses) 2011 Defined Benefit Pension Payment from State California $134,401.44 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 
IV. REIMBURSEMENTS -transportation, lodging,Jood, entertainment. (Includes those spouse and dependent children; see 25-27 offilmg instructions.) NONE (No reportable reimbursements.) 
SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED Bryn Mawr College April 28-30 Bryn Mawr, Board Trustees Meeting Bryn Mawr College September 22-24 Bryn Mawr, Board Trustees Meeting 
 
 
08/29/2012 
MORROW, MARGARET GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION 
 
VALUE CODE 
 
 
08/29/2012MORROW, MARGARET 
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 
(l) (2) (l) (2) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Jdentity exempt from prior disclosure 
Place (X) after each asset 
Code 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller (A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private (Q-W) transaction) Income Garn Codes =$1,000 less =$1,001 -$2.500 =$2.501 $5,000 D=$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) F=$50,001 $100,000 =$!00,001  $1.000,000 =$1,000,001 $5,000,000 =More than $5,000,000 Value Codes J=$15,000 less =$15,001 -$50.000 L=$50,00l -$100,000 =$100,001 -$250.000 
(Sec Columns and D3) N=$250,00I -$500,000 0=$500,001  $1,000.000 =$1.000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000.001  $50.000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) S=Assessment =Cash Market 
(Sec Column C2) U=Book Value V=Othcr W=Est1mated 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reportmg period reporting period 
 
(!) 
(2) (2) 
(I) 
(3) 
(4) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Place (X) after each asset 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int) Code redemption) (J-P) (A-H) (if private 
transaction) 
(Q-W) 
18. 
-Siemens ADR -common stock Sold 05105111 
 
19. 
-UBS -common stock Sold 05105111 Income Garn Codes =$1.000 less =$1,001 -$2,500 c=$2,501 -$5,000 D=$5,001-$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50.001 -$100,000 =$100,001-$1,000.000 =$1,000,001  $5,000.000 =More than $5.000,000 Value Codes =$15,000 less =$15,001 -$50,000 L=$50,001 -$100,000 =$100.001 -$250.000 
(Sec Columns and D3) =$250,001 -$500.000 =$500,001 -$1,000.000 =$1,000,001  $5,000,000 =$5,000,001 -$25,000,000 =$25.000.00 -$50.000.000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during Gross value end Transactions during reportmg period 
 
(including trust assets) reporting period ofreporting period 
(I) (2) 
(I) 
(2) (4) 
Place (X) after each asset 
Amount Type(e.g., Value Value Type(e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) Code3 redemption) (J-P) (A-H) (if private 
transaction) 
(Q-W) 
-Barrick Gold Corp. -common stock Sold 05105111 
36. -El Paso Corp. -common stock Sold 05105111 Income Garn Codes =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15.000 =$15,001 -$50,000 
(See Columns and 04) F=$50.00I  $100,000 =$100.001-$1,000.000 =$1,000,001  $5.000,000 =More than $5,000.000 VaJuc Codes =$15,000 less =$15,001 -$50,000 =$50.001 -$100,000 =$100.001 -$250.000 
(Sec Columns and 03) =$250,00 -$500.000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25.000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estunated 
 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1ncludes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting penod ofreporting period 
 
(I) (2) (I) (2) (I) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (A-H) (if private 
(Q-W) transaction) 
52. -Cummins Inc. -common stock Buy 09/09/11 Income Gam Codes =$1.000 less =$1,00 -$2,500 =$2.501 -$5.000 =$5,001 -$15,000 415,001-$50.000 
(See Columns and 04) F=$50.00J -$100,000 =$I 00.00 -$1.000.000 =$1.000,001 -$5.000.000 =More than $5,000,000 Value Codes =$15.000 less 415,001 -$50,000 450.001 -$100.000 =$100.001 -$250.000 
(See Columns and D3) =$250.001 -$500.000 =$500.001 -$1,000.000 =$1,000.001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Est1matcd 
 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Descript10n Assets Income during Gross value end Transactions during reporting period (includmg trust assets) reportmg period reporting period 
(I) (2) 
(3) 
(4) (5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure 
Code 
div., rent, Code2 Method buy, sell, mmfdd/yy Code2 Code buyer/seller (A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transacllon) Income Gam Codes $1.000 less =$1,001 -$2.500 c=$2,501 -$5,000 0=$5,001-$15,000 =$15,00 -$50,000 
(See Columns and D4) f=$50,001 -$100,000 =$100,001 -$1.000.000 =$1.000,001 -$5,000.000 More than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000 
(See Columns and 03) =$250.001 -$500.000 0=$500,001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25.000.001 -$50.000,000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Column C2) U=Book Value V=Othcr W=Estimated 
 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 
Income during Gross value end 
 
Transactions during reporting penod Description Assets 
(including trust assets) reporting period ofreporting period 
(I) (2) (1) (2) (I) 
(3) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
transaction) 
(Q-W) 
86. 
Sold 12/02/11 (part) 
 
87. 
-Blackrock Inc. -common stock Buy 05105111 (add!) 
 
88. 
-Brandywine Realty SBI -common Sold 05/05/11 stock Income Gam Codes $1,000 less $1,00 -$2,500 $2,501  $5,000 =$5,001 -$15,000 =$15,00 -$50,000 
(See Columns and 04) F=$50,001 -$100,000 G=$100.00  $1,000,000 HI=$1,000,001 -$5.000,000 =More than $5.000.000 Value Codes 415.000 less $15,001 -$50.000 =$50,001 -$100,000 =$100.00 -$250.000 
(See Columns and D3) N=$250.001 -$500.000 =$500,00I -$1,000.000 =$1.000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) U=Book Value V=Dther W=Estimated 
 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
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 
 
(2) (2) (I) (2) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code (Q-W) Type (e.g., buy, sell, redemption) Date mmfdd/yy Value Code2 (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
103. -Dreamworks Animation SKG Inc. -common stock Sold 03101111 
 
104. 
-Deere Co. --common stock Buy 06/10/11 
 
105. 
-Ebay Inc. -common stock 
 
106. 
-Endurance Specialty Hldgs. Ltd. -common 
 
 
Sold 05/05/11 Income Gain Codes: =$1,000 less =$1,001 -$2.500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) F=$50,001-$100,000 =$!00,001 -$1.000.000 =$1,000,001 -$5,000.000 =More than $5,000,000 Value Codes J=$15,000 orless K=$15.001 -$50.000 =$50,001 -$100,000 =$100,001 -$250,000 
(Sec Columns and 03) =$250,00 -$500.000 =$500,00 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50,000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Column C2) =Book Value =Other W=Est1mated 
 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions dunng reportmg period 
(including trust assets) reporting period ofreporting period 
 
(2) 
(I) (2) (I) 
(2) 
(4) (5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (eg., Date Value Gain Jdentity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (A-H) (if private 
(Q-W) transaction) 
120. 
-HCP Incorporated -common stock Sold 05/09/11 
 
121. 
Buy 11/09/11 Income Gam Codes =$1.000 less B41,001 -$2.500 =$2,50! -$5,000 045,001-$15,000 E415,001 -$50.000 
(See Columns and D4) =$50,001 -$100,000 G=$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J415.000 less K=$15,00l -$50.000 =$50,001 -$100,000 =$100.001 -$250.000 
(See Columns and 03) =$250.00 -$500.000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5.000,001 -$25,000.000 =$25,000,001 -$50.000,000 P4=More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) U=Book Value V=Other =Estimated 
 
 
08/29/2012MORROW, MARGARET 
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 Transact10ns during reporting period 
(including trust assets) reporting period ofreporting period 
(I) (2) (1) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code2 Code buyer/seller 
(A-H) int.) (J-P) Code redemption) {J-P) (A-H) (if private 
(Q-W) transaction) 
 
137. -MT Bank Corp. -common stock Sold 05/05/11 Income Gain Codes =$1.000 less B=$1,001 -$2.500 =$2,501 -$5,000 D=$5,00l -$15,000 =$15,00 -$50,000 
(See Columns and 04) =$50.001-$100,000 =$100,001 -$1.000.000 =$1,000,001 -$5,000.000 =More than $5,000.000 Value Codes 415.000or less =$15,001 -$50.000 =$50,001 -$100.000 =$100.001 -$250.000 
(See Columns and D3) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000.001 -$5,000,000 =$5.000,001 -$25,000.000 =$25,000,001 -$50.000,000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Descripllon Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (1) (2) (2) 
(4) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure div., rent, Code Method buy, sell, mrn!dd/yy Code Code buyer/seller 
Code 
(A-H) int.) (J-P) Code redemption) (A-H) (if private 
(Q-W) transaction) Income Gain Codes =$1,000 less B=$1,00I -$2.500 c=$2.501 -$5,000 =$5,001 -$15.000 =$15,001 -$50,000 
(See Columns and D4) =$50.001 -$100.000 =$100.001 -$1.000.000 =$1.000.001 -$5.000.000 =More than $5.000,000 Value Codes =$15.000 less K=$15,001 -$50.000 =$50.001 100.000 =$100.001 -$250,000 
(See Columns and 03) =$250.00 -$500.000 =$500.001 -$1.000.000 =$1.000.001 -$5.000,000 =$5.000,001 -$25,000,000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value V=Othcr W=Est1matcd 
 
 
 
MORROW, MARGARET 
08/29/2012 
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 penod 
(including trust assets) reporting period reporting period 
 
(I) 
(2) (!) (2) (4) 
(5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code (Q-W) Type(e.g., buy, sell, redemption) Date mm/dd/yy Value Code (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
171. -Target Corporation -common stock Sold 05/05/11 
 
172. 
-Tele Data Systems Inc. -common stock Sold 05105111 
 
173. 
-Telecom Italia SPA-common stock Sold 05/05/11 
 
174. 
-TE Connectivity Ltd. New -common stock Income Gam Codes =$1.000 less 41,001 -$2.500 =$2,501 -$5,000 =$5,001  $15,000 =$15,001-$50,000 
(See Columns and 04) =$50.001 -$100,000 =$100,001 -$1.000.000 =$1.000,001 -$5,000.000 =More than $5,000,000 Value Codes =$15. 000 less K=$15.001 -$50,000 =$50,001 -$100,000 =$100.00 -$250.000 
(See Columns and D3) =$250,00 -$500.000 =$500.001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000.00  $50,000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value =Other W=Estunated 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reportmg per iod 
(includmg trust assets) reporting period reporting period 
{I) (2) {I) (2) {I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div.Jrent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
 
{A-H) int.) Code redemption) (J-P) (A-H) (ifprivate 
(Q-W) transaction) 
188. 
-Agnico Eagle Mines Ltd. -common stock Sold 01/05/11 
 
189. 
-Allstate Corporation -common stock Sold 05/05/11 
 
190. 
-Analog Devices -common stock Sold 05/05/11 
 
191. 
-AMC Networks Inc. A-common stock Spino 06/30/11 See note Part VIII Income Gam Codes. =$1.000 less =$1,001  $2.500 =$2.501 -$5,000 =$5,001-$15,000 =$15,001-$50,000 
(See Columns and D4) =$50.001  $100,000 =$100,00 -$1.000,000 =$1.000,001  $5,000.000 =More than $5,000,000 Value Codes =$15.000 less =$15,001-$50.000 =$50.001 -$!00.000 =$100.001 -$250,000 
(Sec Columns and 03) =$250,00  $500.000 =$500,00  $1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50.000.000 =More Ihan $50.000.000 Value Mc1hod Codes Q=AppraJSal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
{including trust assets) reporting period reporting period 
 
(I) 
(2) (2) (3) (4) 
(5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
205. -Devon Energy Corp. -common stock Sold 05/05/11 
 
206. -Discovery Communications Ser -Sold 05/05/11 common stock Income Gam Codes =$1.000 less 41,001 -$2.500 c=$2,501 -$5,000 D=$5,001 -$15,000 415,001 -$50,000 
(See Columns and 04) f=$50,00J -$100,000 =$100,001 -$1.000,000 =$1,000,001 -$5,000,000 =More than $5,000.000 Value Codes J=$15.000 less K=$15,001 -$50,000 L=$50,00 100,000 =$100.001 -$250,000 
(Sec Columns and DJ) =$250,00 -$500.000 0=$500,00 -$1,000,000 Pl=$1.000,001 -$5,000,000 =$5,000,001 -$25,000,000 
P3=$25.000.001 -$50.000.000 P4=More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENT and --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions dunng reporting penod 
(includmg trust assets) reporting period ofreporting period 
 
(I) (2) 
(I) (2) (I) 
(2) (3) 
(5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code2 Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
 
transaction) Income Gam Codes 41,000 less =$1,001 -$2,500 =$2,501  $5,000 45,001 -$15,000 =$15,001  $50.000 
(See Columns and D4) =$50,001  $100,000 G=$100.00l -$1,000,000 =$1,000,001  $5,000,000 =More than $5,000.000 Value Codes =$15.000 less K=$15,00I -$50,000 =$50,001  $100,000 =$100.001 -$250,000 
(Sec Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000.000 =$1,000.001  $5,000,000 =$5,000,001  $25,000,000 =$25.000.00  $50.000,000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other W=Estimated 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income dunng Gross value end Transactions during reporting penod 
(includmg trust assets) reporting period ofreporting period 
 
(I) (2) (I) (2) (2) (3) (4) (5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller 
(A-H) int.) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
239. 
-MFA Financial Inc. -common stock Sold 05105111 
 
240. 
-Microchip Technology Inc. -common Sold 05105111 stock 
 
241. 
-Morgan Stanley -common stock Sold 05105111 Income Gain Codes =$1.000 less =$1,001 -$2.500 c=$2.501 -$5.000 D=$5,001 -$15,000 E=$15,00l -$50.000 
(See Columns and D4) =$50,001  $100,000 =$100,001  $1.000,000 =$1,000,001 -$5.000,000 H2=More than $5,000.000 Value Codes J=$15,000orless =$15,001 -$50.000 =$50.001 100.000 =$100.001 -$250.000 
(See Columns and D3) N=$250,00 -$500,000 0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5.000,001 -$25,000,000 =$25.000,00 -$50,000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Column C2) U=Book Value V=Oth =Estimated 
 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes t1tose spouse and dependent c1tildren; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reportmg period 
(including trust assets) reporting period reporting period 
 
(I) (2) (I) (2) {I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain 1dentity 
Place (X) after each asset 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) Code3 redemption) (JP) (A-H) (if private 
(Q-W) transaction) Income Gain Codes =$1.000 less =$1,001 -$2.500 =$2.501 -$5,000 =$5,001 -$15,000 415,00I -$50,000 
(See Columns and D4) =$50.001 -$100,000 =$100.001 -$1.000.000 =$1.000,001 -$5,000.000 =More than $5.000,000 Value Codes =$15.000 less =$15,001 -$50.000 =$50,001 -$100.000 =$100.001 -$250.000 
(See Columns and D3) =$250.00I -$500.000 =$500,001 -$1,000.000 =$1.000.001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.00 -$50.000.000 P4=More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value V=Other W=Estnnated 
 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(I) (!) (2) (I) (2) (3) (4) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code3 (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
273. -Verizon Communications -common stock Buy (add!) 05/05/11 
 
274. Sold 11/18/11 
(part) 
275. 
-Virtus Multi-Sector SIT Bond -mutual Sold 01/13/11 fund (part) 
 
276. 
Sold 04/21/11 (part) 
 
277. 
Sold 08/11/11 Income Gain Codes =$1.000 less =$1,001 -$2.500 42,501 -$5,000 D=$5,00l -$15,000 415,001 -$50,000 
(See Columns and D4) =$50.001 -$100.000 =$100.001 -$1.000.000 =$1,000,001 -$5,000,000 =More than $5.000,000 Value Codes =$15.000 less =$150001 -$50.000 =$50.001 -$100,000 =$100.001 -$250.000 
(See Columns and D3) =$250.00 -$500.000 =$500,00I -$1,000.000 =$1.000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25.000.00I -$50.000.000 =More than $50,000.000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value V=Othcr =Estimated 
 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
 
(I) (I) 
(2) (I) 
(3) (4) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code3 (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
290. -U.S. TREASURY NOTE-Gov. Bond (8FQ8) Buy (add!) 02/18/11 
 
291. 
Sold 04/28/11 
 
292. 
-U.S. TREASURY NOTE -Gov. Bond Sold 04/28/11 
 
293. 
-WACHOVIA CORP. -Corp. Bond (3AJI) Buy 02/18/11 (add!) Income Gam Codes 41.000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(Sec Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000.000 =$1.000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50.001-$100,000 =$100.001 -$250.000 
(Sec Columns and D3) =$250,001 -$500.000 =$500,00I -$1,000,000 =$1,000.001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000.001 -$50,000,000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other W=EstJmated 
 
 
 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Descripl!on Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(I) (2) (I) (2) (I) (2) 
Place (X) after each asset Amount Type (e.g., Value Value Type(e.g., Date Value Gain Identity 
exempt from prior disclosure Code div ,_rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (ifpnvate 
 
transaction) 
307. 
-VERIZON WIRELESS -Corp. Bond Sold 04/28111 (SAP5) 
 
308. 
-COMCAST CORP. -Corp. Bond (NBA8) Sold 04/28/11 
 
309. 
-BBT CORP. -Corp. Bond Sold 04/28/11 
 
310. 
-Bank Deposit Sweep Program -Buy 01/31/11 Income Gam Codes =$1,000 less =$1,001 -$2.500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50.001 -$100,000 =$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J415.000orless =$15,001 -$50.000 =$50,001 -$100,000 =$100.001 -$250.000 
(See Columns and D3) =$250,001 -$500.000 =$500,001 -$1,000.000 =$1,000,001 -$5,000,000 =$5.000,001 -$25,000,000 =$25.000.00 -$50.000.000 =More than $50,000,000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offilinc instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting penod 
(includmg trust assets) reporting period ofreporting period 
 
(1) 
(2) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) 
Code redemption) (J-P) (A-H) (if private (Q-W) transaction) Income Gain Codes =$1.000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001  $100,000 =$100,001  $1,000,000 =$1,000,001  $5,000,000 =More 1han $5.000.000 Value Codes =$15.000 less K=$15,00l -$50,000 =$50,001 -$100.000 =$100.001 -$250.000 
(See Columns and 03) =$250.00 -$500.000 =$500,00 -$1,000.000 =$1.000,001 -$5.000,000 =$5,000,001 -$25,000.000 =$25.000,001 -$50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other W=Estimated 
 
08/29/2012MORROW, MARGARET 
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) (1) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) ormt.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
 
341. -ETFS Palladium Trust -common stock Sold 03/10/11 Income Gam Codes =$1,000 less 41,001 -$2,500 =$2,501 -$5.000 =$5.001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,00I -$100,000 G=$100,001 -$1.000.000 =$1.000,001 -$5.000.000 =More than $5,000.000 Value Codes =$15,000 less =$15,001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000 
(Sec Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000.000 =$1.000.001 -$5,000,000 =$5.000,001 -$25,000.000 =$25.000.001  $50.000.000 =More than $50.000.000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Othcr =Estimated 
 
 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income dunng Gross value end Transactions during reportmg penod (including trust assets) reportmg period reporting period 
(I) (2) (I) (2) (I) (3) (4) (5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type g., div., rent, int.) Value Code2 (J-P) Value Method Code3 (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code2 (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
358. -Las Vegas Sands Corp. -common stock Sold 01/28/11 
 
359. -Legg Mason Global Opp -Sold 01/13/11 mutual fund (part) Income Gam Codes =$1,000 less =$1.001 -$2.500 =$2.501 -$5.000 =$5.001 -$15,000 =$15,001 -$50.000 
(See Columns and 04) =$50,001 -$100,000 =$100.001 -$1.000.000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15.001 -$50.000 =$50.001 -$100.000 =$100,001 -$250,000 
(Sec Columns and 03) =$250,001 -$500,000 =$500,00I -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25,000.001 -$50,000.000 =More than $50,000.000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Othcr =Estimated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Descript10n Assets Income during Gross value end Transactions during reporting penod 
(includmg trust assets) reportmg period reporting period 
(I) (2) (!) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
 
(A-H) int.) (J-P) Code redemption) (A-H) (if private 
(Q-W) transaction) Income Gam Codes =$1.000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5.001 -$15,000 =$15,001-$50,000 
(See Columns and 04) 450.001 -$100,000 =$!00.001 -$1.000.000 =$1,000,001 -$5.000.000 =More than $5.000,000 Value Codes =$15.000 less =$15,001 -$50,000 =$50,001 -$100.000 =$100.001 -$250.000 
(Sec Columns and D3) =$250,001 -$500.000 =$500,00 -$1,000.000 =$1,000,001 -$5,000,000 45,000,001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50.000,000 Value Method Codes Q=Apprmsal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other W=Estnnated 
 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting penod 
(including trust assets) reporting period ofreporting period 
 
(I) 
(2) 
(I) (2) (3) (4) (5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code3 (Q-W) Type (e.g., buy, sell, redemption) Date mm!ddlyy Value Code (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
392. Sold (part) 04121/11 
 
Sold 08/11/11 (part) Income Gam Codes =$1.000 less 41,001 -$2,500 =$2.501 -$5,000 =$5,001 -$15,000 415,001 -$50,000 
(See Columns and 04) =$50.001 -$100,000 =$100.001 -$1.000.000 =$1,000,001-$5,000.000 =More than $5.000,000 Value Codes =$15.000 orless =$15,001 -$50.000 =$50,00 -$100,000 =$100,001 -$250,000 
(Sec Columns and D3) =$250,00l -$500.000 =$500,00 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50,000.000 =More than $50,000.000 Value Method Codes Q=AppraJSa! =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing 
instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting penod 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (I) 
(2) (3) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Place (X) after each asset 
Code 
exempt from prior disclosure 
div., rent, Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller 
(A-H) int.) Code redemption) (J-P) A-H) (ifpnvate 
(Q-W) transaction) Income Gam Codes =$1.000 less =$1,001 -$2.500 c=$2,501 -$5.000 D45,001-$15.000 415,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100.001 -$1,000.000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15.000 less K=$15,001 -$50.000 L=$50,001 -$100,000 =$100.001 -$250.000 
(See Columns and D3) N=$250.001 -$500.000 0=$500.001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.00 -$50.000.000 P4=More than $50,000,000 Value Method Codes Q=Apprmsal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) U=Book Value V=Other W=Est1mated 
 
 
VII. INVESTMENTS and --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
{including trust assets) reporting period reporting period 
 
(I) (2) (I) (2) 
(4) 
PJace (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mrnfdd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
 
transaction) 
426. 
Sold 04/21/11 (part) 
 
427. 
Sold 07/12/11 
 
 
428. -Blackrock Strategic Inc Opp Prospectus Buy 01/13/11 -mutual fund Income Garn Codes. =$1.000 less =$1,001 -$2.500 c=$2,501 -$5,000 D=$5,001 -$15,000 415,001 -$50.000 
(See Columns and 04) F=$50.00J -$100,000 =$100,001 -$1,000.000 =$1,000,001 -$5.000,000 112 =More than $5.000.000 Value Codes J=$15.000 less =$15,001 -$50.000 =$50.001 -$100.000 =$100,001 -$250.000 
(Sec Columns and D3) N=$250,001 -$500.000 0=$500.001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25,000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Column C2) =Book Value V=Othcr W=Estunatcd 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions (Inc/udes 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 
 
(2) (2) (I) (2) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure 
Place (X) after each asset 
Code 
div., rent, Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private (Q-W) transaction) Income Gain Codes: =$1.000 less 41,001 -$2.500 =$2.501 -$5,000 =$5.001  $15,000 415,001 -$50,000 
(See Columns and 04) =$50,001  $100,000 =$100,001 -$1,000,000 =$1.000,001  $5.000.000 =More than $5.000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50.001 -$!00.000 =$100.001  $250.000 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25,000,001  $50,000,000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other W=Esttmatcd 
 
 
Date Report 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Descript10n Assets Income durmg Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
d1v., rent, Code Method buy, sell, mm/dd/yy Code2 Code buyer/seller 
(A-H) int.) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
460. -Jnterdigital Inc. -common stock Buy 02/16/11 
461. Sold 05/05/11 
462. -PT Telekomunikasi Indonesia -common Buy 02/17/11 Income Gam Codes =$1.000 less =$1,001  $2.500 =$2,501  $5,000 45,001  $15,000 =$15,001  $50,000 
(See Columns and D4) =$50.001. $100,000 =$100.001  $1.000.000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15.000 less =$15,001  $50.000 =$50,001  $100,000 =$100.001  $Z50,000 
(Sec Columns and D3) =$250.00  $500.000 =$500,00  $1,000.000 =$1,000.001  $5,000,000 =$5,000,001  $Z5,000,000 =$Z5,000.00  $50,000,000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column CZ) =Book Value V=Othcr W=Est1matcd 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Descript10n Assets Income during Gross value end Transacllons during reporting period (including trust assets) reporting period ofreporting period 
(!) (2) {I) 
{I) 
(2) (3) 
(4) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from pnor disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (ifprivate 
 
transaction) 
477. Sold 05/05/11 
478. -Norfolk Southern Corp. -common stock Buy 02/28/11 
479. Sold 05/05/11 Income Gam Codes =$1,000 less =$1,001 -$2.500 42,501 -$5,000 =$5.001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50.00I -$100,000 =$!00,001 -$1,000,000 =$1.000,001 -$5,000.000 =More than $5,000,000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000 
(Sec Columns and D3) =$250,001 -$500.000 =$500,001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.00 -$50.000.000 P4=More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) U=Book Value V=Othcr W=Est1mated 
 
 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing ins1mc1ions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
{including trust assets) reportmg period ofreporting period 
 
{I) (2) 
(1) (2) (3) (4) (5) 
Place (X)11 after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code2 (J-P) Value Method Code3 (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code2 (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
494. Sold 05105111 
 
-Chicago Bridge Iron Co. N.V. -Buy 03/21111 stock Income Gain Codes =$1.000 less =$1,001 -$2.500 42,501 -$5,000 =$5,001 -$15,000 415,001 -$50,000 
(Sec Columns and 04) =$50.001  $100,000 =$100.001 -$1,000.000 =$1.000,001 -$5.000,000 =More than $5,000,000 Value Codes =$15.000 less =$15,001 -$50.000 =$50,001 -$100.000 =$100.001 -$250,000 
(Sec Columns and D3) =$250,00I  $500,000 =$500,00 -$1,000.000 =$1,000.001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Column C2) =Book Value V=Othcr =Estimated 
 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions dunng reporting period 
(including trust assets) reporting period reporting period 
 
(1) (I) (2) (1) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code dtv., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) Income Gam Codes =$1.000 less =$1,001 -$2,500 C42,501-$5,000 =$5.001 -$15.000 415.001 -$50,00-0 
(See Columns and D4) F=$50.00I -$1 00,000 G=$100,00l -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000.000 Value Codes =$t5.000 less K=$15,001 -$50.000 =$50,001 -$100,000 =$100.001 -$250.000 
(See Columns and D3) =$250,001 -$500.000 0=$500.00 -$I .000,000 =$1.00-0,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value V=Other W=Est1mated 
 
 
 
08/29/2012 
MORROW, MARGARET 
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 ofreporting period 
 
(2) (I) 
(I) (3) (4) (5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code2 (J-P) Value Method Code (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code2 (J-P) Gain Code (A-H) Identity buyer/seller (ifpnvate transaction) 
528. -PIMCO Commodity Real Ret Strat mutual fund Buy 05/04/11 
 
529. Sold 11115/11 (part) 
530. -RS Global Natural Resources -mutual Buy 05/04/11 Income Gain Codes =$1,000 less 41,001 -$2,500 =$2,501 -$5,000 0=$5,001-$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,001 -$100,000 =$100.001 -$1.000.000 =$1.000,001 -$5,000,000 =More than $5.000.000 Value Codes J=$15,000 orless K=$15,001 -$50,000 =$50,001 -$100,000 =$100.001 -$250.000 
(See Columns and 03) N=$250,001 -$500.000 0=$500,001 -$1,000.000 =$1.000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25.000.001 -$50,000,000 =More than $50,000.000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) U=Book Value V=Other W=Eshmated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(2) 
(I) 
(2) (2) 
(5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Place (X) after each asset 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) Code redemption) (J-P) (A-H) (if private 
transaction) 
 
559. -Columbia Income Opport -mutual fund Buy 12113/11 Income Gain Codes. =$1.000 less =$1,001 -$2,500 =$2.501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50.001 -$100,000 =$100,001 -$1.000.000 =$1.000,001 -$5,000,000 li2 =More than $5,000,000 Value Codes =$15.000 less K=$15,00l -$50.000 =$50.001 -$100.000 =$100.001 -$250.000 
(See Columns and 03) =$250.00 -$500.000 =$500,00 -$1,000.000 =$1,000.001 -$5,000,000 =$5.000.001 -$25,000.000 =$25.000.001 -$50.000.000 =More lhan $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estunatcd 
 
Date Report 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, va111e, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (I) (2) (I) (2) 
(4) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code2 Method buy, sell, mm!ddlyy Code2 Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (ifpnvate 
(Q-W) transaction) Income Gam Codes =$1,000 less =$1,001 -$2.500 =$2,501 -$5,000 45,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50.001 -$100,000 =$100.001 -$1.000,000 =$1,000,001 -$5,000,000 =More than $5,000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50,001 -$100,000 =$100.001 -$250.000 
(See Columns and D3) =$250,001 -$500.000 0=$500,001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 
P3=$25.000.001 -$50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other W=Est1mated 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instmctions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
(I) (2) (!) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type(e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
 
579. Sold 05/10/11 Income Gam Codes =$1.000 less =$1,001 -$2,500 =$2.501 -$5,000 =$5.001 -$15.000 415,00I -$50,000 
(See Columns and 04) =$50,001 -$100,000 =$100,001  $1.000.000 =$1,000,001 -$5.000.000 =More than $5,000,000 Value Codes J=$15.000orlcss =$15,001 -$50,000 =$50.001 -$100.000 =$100.001 -$250,000 
(Sec Columns and 03) =$250,001 -$500.000 =$500,00I -$1,000.000 =$1,000.001 -$5,000,000 =$5.000,001 -$25,000,000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column Cl) =Book Value =Other =Estimated 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
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 durmg Gross value end Transactions during reporting penod (including trust assets) reporting period ofreporting period 
(I) (I) 
(2) (2) (3) 
(5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) 
Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
596. 
-Royal Dutch Shell PLC -common stock Buy 02/10/11 (add!) 
 
597. 
Buy 05123/11 (add!) 
 
 
598. Sold (part) 11/18/11 
599. -AMC Networks Inc -common stock Spinoff 06/30/11 See Note Part VIII 
(from line 662) 
600. -ATT -common stock Buy 02/10/11 Income Gam Codes. 1.000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100.001 -$1.000,000 =$1.000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50.000 =$50,001 -$100,000 =$100.001 -$250.000 
(See Columns and 03) =$250,001 -$500.000 =$500,001 -$1.000.000 =$1.000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50.000.000 P4=More than $50.000,000 Value Method Codes Q=Apprmsal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value V=Othcr =Estimated 
 
08/29/2012 
MORROW, MARGARET 
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 (includmg trust as;ets) reporting period ofreporting period 
(I) (2) (I) 
(2) 
(2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type(e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) lncome Gam Codes =$1.000 Jess 1,001 -$2,500 c=$2,501 $5,000 D=$5,00l -$15,000 =$15,00  $50.000 
(See Columns and 04) =$50.001 -$100,000 =$100,001  $1.000,000 =$1,000,001 -$5,000,000 =More than $5.000,000 Value Codes J=$15.000 Jess =$15,001  $50,000 L=$50,00I 100,000 =$100.001 -$250.000 
(Sec Columns and D3) N=$250.00 -$500.000 =$500,001 $1,000.000 =$1.000.001  $5,000,000 =$5,000,001 -$25,000,000 =$25.000.001  $50.000.000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) U=Book Value V=Other W=Estimated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions dunng reporting penod 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (I) 
(2) (3) 
(4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code2 Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
(Q-W) transaction) Income Gam Codes =$1,000 less =$1,001 -$2.500 =$2,501 -$5,000 0=$5.001 -$15.000 =$15,00 -$50,000 
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1.000,000 =$1,000,001 -$5,000,000 =More than $5,000.000 Value Codes =$15,000 less =$15,001 -$50.000 =$50,001 -$!00,000 =$100.001 -$250.000 
(Sec Columns and 03) =$250,001 -$500,000 0=$500,00I -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25,000,001 -$50,000,000 P4=More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) U=Book Value V=Other W=Estimated 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
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 durmg Gross value end Transactions dunng reporting period 
(including trust assets) reporting period reporting period 
 
(I) 
(2) 
(I) (I) 
(2) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
 
647. 
-NYSE Euronext -common stock Sold 01/31/11 
 
648. 
-Qualcomm Inc. -common stock Buy 07/29/11 
 
649. 
-Schwab Charles Corporation -common stock Income Gam Codes =$1.000 Jess =$1,001 -$2.500 c=$2.501 -$5,000 D=$5.001 -$15,000 =$15,001-$50,000 
(See Columns and D4) =$50,001  $100,000 G=$!00,001 -$1.000,000 =$1.000,001 -$5.000.000 H2=More than $5,000,000 Value Codes J=$15.000 less K=$15,001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000 
(See Columns and 03) N=$250,00I -$500.000 0=$500,00 -$1,000.000 =$1,000.001 -$5,000,000 P2=$5.000,001 -$25,000,000 =$25.000.00 -$50.000.000 P4=More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) U=Book Value V=Other W=Estimated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and STS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Descript10n Assets Income during Gross value end Transactions during reporting period 
(including trust assets) rep011mg period reporting period 
 
(I) (2) (I) (2) (I) (2) (3) 
(5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code2 Method buy, sell, mm!dd/yy Code2 Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) private 
(Q-W) transaction) Income Gam Codes: =$I ,000 less =$1,001 -$2.500 42,501 -$5,000 D=$5,001 -$15,000 415,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100.001 -$1,000.000 =$1,000,001 -$5,000.000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50.000 =$50,001 -$100,000 =$100.001 -$250.000 
(See Columns and D3) =$250.00I -$500.000 =$500,00I -$I ,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25.000.001 -$50,000,000 =More than $50,000.000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Othcr =Estimated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (1) 
(2) (2) 
(4) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure 
Place (X) after each asset 
Code 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller (A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private (Q-W) transaction) Income Gain Codes =$1.000 less =$1,001 -$2.500 =$2,501 -$5,000 =$5.001 -$15,000 =$15,001 -$50,000 
(Sec Columns and D4) F=$50,001  $100,000 =$100,001 -$1,000,000 =$1.000,001 -$5,000,000 =More than $5.000,000 Value Codes =$15.000 less =$15,001 -$50.000 =$50,00I I00.000 =$100.001 -$250.000 
(Sec Columns and 03) =$250,001 -$500.000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.00 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
Date Report 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting penod reporting period 
(I) (2) (I) (2) 
(2) (3) 
(4) (5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code (Q-W) Type(e.g., buy, sell, redemption) Date mm!dd/yy Value Code (J-P) Gain Code (A-H) Jden!Ity buyer/seller (if private transaction) 
698. -Weatherford International Ltd. -common stock Buy (addI) 05/23/11 
 
699. -Wells Fargo Company -common stock Buy 01/05/11 (addl) 
700. Sold 02/10/11 -Xcel Energy Inc. -common stock Sold 02/10/11 Income Gain Codes. =$1.000 less =$1,001 -$2.500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001-$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001-$1.000,000 =$1,000,001-$5,000.000 =More than $5,000,000 Value Codes =$15.000 less =$15,001 -$50.000 =$50,001 -$100,000 =$100.001 -$250.000 
(Sec Columns and D3) =$250.001 -$500.000 =$500,001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50.000.000 P4=More than $50.000,000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) U=Book Value V=Othcr W=Estimated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instr11ctions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(I) (2) (I) 
(3) (4) 
(5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Place (X) after each asset 
Code 
exempt from prior disclosure 
div., rent, Code2 Method buy, sell, mmlddlyy Code2 Code buyer/seller 
(A-H) int.) Code3 redemption) (J-P) (A-H) (if private 
transaction) 
(Q-W) Income Gam Codes =$1.000 less =$1,00! -$2,500 =$2.501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$!00,001-$1,000,000 =$!,000,001  $5,000,000 =Morethan $5,000,000 Value Codes =$15.000 less =$15,001 -$50,000 =$50,00I !00,000 =$!00.001 -$250.000 
(Sec Columns and 03) =$250,001 -$500.000 0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000,001 -$50.000,000 =More than $50,000,000 Value Method Codes Q=Apprmsal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Oiher =Estimated 
 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent ctzildren; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting penod 
(including trust assets) reporting period ofreporting period 
 
(2) 
(1) (I) 
(3) (4) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
{A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) Income Garn Codes =$1.000 less 41,001 -$2.500 c=$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,001 -$100,000 0=$100,001-$1.000.000 =$1,000,001 -$5.000,000 =More than $5.000,000 Value Codes 415,000 less K=$15.001 -$50.000 L=$50.00 100.000 =$100.001 -$250.000 
(See Columns and 03) N=$250,001 -$500,000 4500,001 -$1,000.000 =$1.000,001 -$5,000,000 =$5,000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Columo C2) U=Book Value V=Other =Estimated 
 
 
 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting penod reporting period 
 
(I) (I) (I) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
-Impala Platinum Hldgs Ltd. ADR Sold 01/21/11 
common stock 
 
750. 
-Intel Corp. -common stock Sold 02/10/11 
 
751. 
-Johnson Johnson -common stock Buy 02/10/11 (add!) 
 
752. 
-Korea Electric Power Corp. ADS -Sold 02/10/11 common stock Income Gain Codes. 1,000 less 41,001 -$2.500 =$2.501 -$5,000 =$5,001 -$15,000 =$15,001 -$50.000 
(Sec Columns and D4) =$50.001 -$100,000 =$100,001 -$1.000.000 Iii =$1.000,001 -$5.000.000 =More than $5,000.000 Value Codes =$15.000 less 415,001 -$50.000 450.001 -$100.000 =$100.001 -$250,000 
(See Columns and 03) =$250.00 -$500.000 =$500,001 -$1,000.000 =$1,000.001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50.000,000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =l:st1mated 
 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Transactions during reportmg penod 
Gross value end 
Description Assets Income during 
(including trust assets) reporting period reporting period 
(I) 
(2) (I) (2) (2) (3) 
(4) (5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g. Date Value Gam Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mrnfdd/yy Code Code buyer/seller 
{A-H) int.) (J-P) Code redemption) (A-H) (if private 
(Q-W) transaction) 
766. 
-Newcrest Mining Ltd. ADR -common Sold 02/10/1 stock 
 
767. 
-Nexen Inc. -common stock Sold 02/10/11 
 
768. 
-Nvidia Corporation -common stock Sold 08/12/I 
 
769. 
-Pall Corporation -common stock Sold 1/18/1 Income Gam Codes =$1.000 less 41,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 415,001 -$50,000 
(See Columns and D4) =$50.001 -$100,000 =$100.001 -$1,000,000 =$!.000,001 -$5,000,000 H2=More than $5,000,000 Value Codes =$15.000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(Sec Columns and D3) =$250.001 -$500.000 0=$500.001 -$1,000,000 =$1,000,001 -$5,000,000 =$5.000,001 -$25,000,000 =$25.000.001 -$50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Column C2) U=Book Value V=Othcr W=EstJmated /29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des 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 ofreporting period 
(1) (2) (2) (I) (2) 
(3) (4) 
Place(X) after each asset Amount Type(e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure CodeI dtv.,rent,Code2 Method buy,sell,mm!ddlyy Code2 Code1 buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transa cti -TE Connectivity Ltd. New -common stock 
784. -Tyco International Ltd. -common stock Sold (part) 02/10/11 See Note Part VIII 
785. -Unitedhealth Group Inc. -common stock Sold 02/10/11 
(part) 
786. Buy /23/11 
(add!) Income Gam Codes =$1.000 less =$1,001-$2,500 =$2,501  $5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,001  $100,000 =$100,001-$1.000.000 =$1.000,001  $5,000.000 =More than $5.000,000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.00 -$100.000 =$100.001 -$250,000 
(Sec Columns and 03) =$250,001 -$500.000 =$500,001  $1,000.000 =$1,000.001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000.001  $50,000,000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other W=Esumated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (2) (2) 
(3) 
Place (X) after each asset exempt from prior disclosure 
800. 
-Cognizant Tech. Solutions -common stock 
 
801. 
-Coming Inc. -common stock 
 
 
802. -Delaware Tx-Fr USA Intermed -mutual Buy 06/02/11 
fund (add!) 
803. -Devon Energy Corporation -common Sold 02110111 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code2 Method buy, sell, mm!ddlyy Code2 Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
Sold 02/10/11 
 
Sold 02/10/11 Income Gam Codes J.000 less B$1,00l -$2.500 $2,501 -$5,000 $5,001 -$15,000 =$15,00I -$50,000 
(Sec Columns and D4) F=$50.00l -$100,000 4100.001 -$1.000.000 $1,000,001 -$5,000,000 More than $5,000.000 Value Codes 415.000 less 415,001 -$50.000 450,001 -$100,000 =$100.001 -$250,000 
(Sec Columns and 03) $250.00I -$500 000 $500,001 -$1,000.000 $1,000,001 -$5,000,000 $5,000,001 -$25,000,000 $25.000.001 -$50.000.000 =More than $50,000.000 Value Method Codes =Appraisal Cost (Real Estate Only) =Assessment Cash Market 
(See Column C2) =Book Value Other =Estimated 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reportmg period 
(including trust assets) reporting period ofreporting period 
 
{l) (2) (2) {l) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mmlddlyy Code Code buyer/seller 
{A-H) int.) (J-P) Code3 redemption) (J-P) {A-H) (if private 
(Q-W) transaction) Income Gam Codes 41.000 less =$1,001 -$2,500 c=$2.501  $5,000 =$5,001 -$15,000 E=$15,001 -$50,000 
(Sec Columns and 04) F=$50,001 -$100,000 4100,001-$1,000.000 =$1.000,001 -$5,000,000 fl2 =More than $5,000,000 Value Codes =$15.000 less K=$15,001 -$50.000 =$50,001 -$100,000 =$100.001 -$250,000 
(See Columns and D3) N=$250.001 -$500,000 0=$500,001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000.00 -$50.000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Column C2) U=Book Value V=Othcr W=Estimated 
 
08/29/2012 
MORROW, MARGARET 
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 
 
(1) (2) (I) 
(2) (1) (3) 
(4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
834. -National Fuel Gas Co. -common stock Sold 02/10/11 
 
835. -New York Community Bancorp Inc. -Sold 11/09/11 
common stock 
836. -Nintendo Co. Ltd. ADR -common stock Sold 02/10/11 Income Gam Codes =$1,000 less 41,001 -$2,500 =$2,501  $5,000 =$5,001 -$15,000 415,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001-$1.000,000 =$1,000,001 -$5,000.000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50.000 =$50,001 -$!00,000 =$100.001  $250,000 
(Sec Columns and D3) =$250.001 -$500.000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.001 -$50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other W=Est1mated 
 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (Includes those spouse and dependent children; see PP 34-60 Jitinc instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during Gross value end Transactions during reporting period 
 
(including trust assets) reporting period reporting period 
(1) 
(1) 
(5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain IdenlJty 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) Code redemption) (J-P) (A-H) (if private 
(Q-W) 	transaction) 
851. 	 
-Verizon Communications -common stock Buy 02/10/11 (add!) 
 
852. 	 
Buy 05/23/11 
 
 
(add!) 
853. Sold 12/02/11 
(part) 
854. -Webmd Health Corporation -common Sold 02/10/11 
stock Income Gam Codes =$1.000 less =$1,001-$2,500 =$2,501 -$5,000 =$5,001 -$15,000 415,001 -$50,000 
(Sec Columns and 04) =$50.001 -$100,000 =$100,001 -$1,000.000 =$1,000,001 -$5,000.000 =More than $5.000,000 Value Codes =$15.000 less =$15,001 -$50,000 =$50,00I -$I 00.000 =$100.001 -$250,000 
(See Columns and 03) =$250.00 -$500.000 =$500,00 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25.000,001 -$50,000.000 =More than $50,000,000 Va1uc Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other W=Est1mated 
 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes t1tose spouse and dependent children; see PP 34-60 line instmctions.J NONE (No reportable income, assets, transactions.) 
Descript10n Assets Income during Gross value end Transactions dunng reporting period 
(mcludmg trust assets) reportmg period ofreporting penod 
 
(I) 
(2) 
(I) 
(2) (3) 
Place (X) after each asset Amount Type (e.g., Value Value Type g., Date Value Gam Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
{A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (ifpnvate 
(Q-W) transaction) 
 
868. -Blackrock National Muni -mutual fund Buy 06102111 (add!) Income Gam Codes =$1.000 less =$1.00  $2.500 =$2,501 -$5,000 =$5,001 -$15,000 415,001 -$50,000 
(See Columns and 04) =$50,001  $100,000 =$100,001 -$1,000,000 =$1.000,001 -$5,000.000 =More than $5.000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.001 -$100.000 =$100.00 -$250.000 
(See Columns and 03) =$250,00  $500,000 =$500,00 -$1,000.000 =$1.000.001 -$5,000,000 =$5.000.001 -$25,000.000 =$25,000,001 -$50,000,000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other W=Estimatcd 
 
Date Report 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income dunng Gross value end Transactions during reporting penod 
(including trust assets) reporting period reporting period 
(I) (2) (I) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
 
885. 
-ETFS Platinum Trust -common stock 
 
886. 
-Expeditors Intl Wash Inc. -common stock Sold 02/10/11 
 
887. 
-Finmeccanica SpA Roma -common stock Sold 02/10/11 
 
888. 
-Gazprom Spon ADR -common Sold 02/10/11 stock Income Gam Codes =$I ,000 less =$1,001 -$2.500 =$2.501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50.00I -$100,000 =$100.001 -$1.000.000 =$1,000,001 -$5,000.000 =More than $5,000,000 Value Codes =$15. 000 less =$15,001 -$50,000 =$50.001 -$!00.000 =$100.00I -$250,000 
(See Columns and D3) =$250,00 -$500.000 =$500,00 -$1,000.000 =$1,000.001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000.001 -$50,000,000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estunatcd 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions (1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Descript10n Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(I) (2) (I) (2) (I) (2) (3) (5) 
Place (X) after each asset exempt from pnor disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code2 (J-P) Value Method Code3 (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code2 (J-P) Gam Code A-H) Identity buyer/seller private transaction) 
902. -Kayne and Midstream/Energy Fund Inc. -common stock 
 
903. 
-Keycorp New -common stock Sold 02/10/11 
 
904. 
-Las Vegas Sands Corporation -common 
 
 
Sold 01/28/1 Income Garn Codes =$1,000 less =$1 ,001 -$2.500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50.000 
(See Columns and D4) =$50.001 -$100.000 =$!00,001-$1.000.000 =$1,000,001 -$5,000,000 li2 =More than $5.000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50,001 -$100,000 =$100.00 -$250.000 
(See Columns and 03) =$250,00 -$500,000 =$500.001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes Q=Apprmsal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other W=Est1mated 
 
 
MORROW, MARGARET 
08/29/2012 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Descript10n Assets Income during Gross value end Transactions during reporting penod 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (I) (I) 
(2) 
(4) (5) 
Place (X) after each asset 
Amount Type(e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (A-H) (if private 
(Q-W) transaction) 
919. 
Buy 02110111 
 
920. 
Buy 05/23/1 
 
 
(add!) Income Gam Codes. =$1 ,000 Jess =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00I -$50,000 
(See Columns and D4) F=$50,001-$100,000 =$100,001-$1.000.000 =$1,000,001 -$5,000.000 =More than $5.000,000 Value Codes =$15,000 less =$15,001 -$50.000 =$50,001 -$100.000 =$100.001 -$250,000 
(Sec Columns and D3) =$250.001 -$500,000 =$500,001 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25.000.00 -$50,000.000 =More than $50,000.000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
08/29/2012MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting penod includmg trust assets) reporting period reporting period 
 
(2) (1) 
(2) (I) (2) (5) 
Amount Type (e.g., Value Value Type(e.g., Date Value Gain Identity 
Place (X) after each asset 
Code 
exempt from prior disclosure 
div., rent, Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller 
(A-H) int.) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) 	transaction) 
936. 	 
-Takeda Pharmaceutical Co. LTD -Sold 02/10/11 common stock 
 
937. 
-Tenaris S.A. -common stock 	Sold 02/08/11 
 
938. 
-Thermo Fisher Scientific Inc. -common Income Gam Codes. 41,000 less =$1,001 -$2,500 c=$2,501 -$5,000 45,001 -$15,000 =$15,001 -$50.000 
(See Columns and D4) F=$50.00J  $100,000 =$100,001  $1,000.000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes J=$I 5.000 less K=$15,001  $50.000 L=$50,001  $100,000 =$100.001  $250,000 
(See Columns and 03) N=$250.001 -$500.000 =$500,001  $1,000,000 =$1,000,001  $5,000,000 =$5,000,001  $25,000,000 =$25.000,00  $50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
08/29/2012 
MORROW, MARGARET 
VII. INVESTMENTS and TRUSTS income, value, transactions