Paul D Borman Financial Disclosure Report for 2005
Category:Financial Disclosure
Number of Pages:24
Date Created:December 7, 2006
Date Uploaded to the Library:November 13, 2013
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Government Act 1978 FOR CALENDAR YEAR 2005 u.s.c. app. 101-111) PersonReporting (last name, first, middle initial) Court Organization Date Report BORMAN, PAUL U.S. DISTRICT COURT, EDM 07/27/2006 Title {Article Ill judges indicate active senior status; Sa. Report Typt: {cbeck appropriate type) Reporting Period magistrate judges indicate full-or part-time) 01/01/2005 Nomination, Date Active U.S. District Judge Initial Annual Final 12/31/2005 Sb. Amended Report Chambers Office Address tbe basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. 740 U.S. Courthouse 231 Lafayette Detroit, 48226 Reviewing Officer Date IMPORTANT NOTES: The instruclions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITJ0NS. (Reporting individU4l only; see pp. 9-JJ ofinstruc/Ums.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY President Co-Trustee Trust 3.Manager II. AGREEMENTS. (Reporting individual only; see pp. U-16 ofinstrucJions.) ['!] NONE (No reportable agreements.) .L.C. ...,,acn:Z :::oz ..., ...,, fTJ =c:::en C).C" ::u 07/27/2006 BORMAN, PAUL III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-U instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) 12/31/05 West Publishing Company --Royalty 1065.00 Spouse's Non-Investment Income -If you were ma"ied during any portion the reporting year, .complete this section. (Dollar amount not required except for honoraria.) [RJ NONE (No reportable non-investment income.) AND TYPE IV. REIMBURSEMENTS -transportation, lodging, food, entertainmenL (Includes those spouse and dependent children. See pp. 15-17 instructions) NONE (No reportable reimbursements.) SOURCE National U.S. Sentencing Guidelines Seminar, Tampa Bay May 25-27, 2005, San Francisco, CA; nights hotel, meals, airfare, Honorarium Chapter, FBA Vanderbilt Law School, Nashville TN; teach class March 24, 2005, Nashville, TN; day, meal, airfare, Honorarium, overnight Ralph Wilson, Buffalo Bills Football Team Buffalo 2005, Sept. 23-25, meals, bus way, game tickets, lodging Ralph Wilson, Buffalo Bills Football Team 2005, meals, airfare, game ticket, overnight; Jan. 2005; Oct. 16, 2005 Ralph Gerson Detroit Pistons Basketball game, tickets, June 19, 2005 07/27/2006 BORMAN,PAULD V GIFTS. (Includes those spouse and dependent children. See pp. 28-31 ofinstructwns.) NONE (No reportable gifts.) DESCRIPTION VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) NONE (No reportable liabilities.) 07/27/2006 BORMAN, PAUL VII. INVESTMENTS and TRUSTS -income. value. transactions (includes those the spouse and dependent children. see PP. 14-s1 offwng instrudionsJ NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period (I) (2) (I) (2) (I) Ifnot exempt from disclosure Amount Code (A-H) Type(e.g. div., ren4 int.) Value Code (J-P) Value Method Code3 (Q-W) Type(e.g. buy, sel merger, redemption) (2) Date Month-Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: 1,000 less B=$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 =SIS,000 less K=$15,00l -$50,000 =$50,001 $100,000 =$100,001 $250,000 (See ColumnsCI 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 Value Method Codes =$25,000,001 $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 T=CashMarlcet (See Column C2) Q=Appraisal V--Other S=Assessment =Book Value =Estimated Income Gain Codes: =$1,000 less B=Sl,001-$2,500 =$2,501 -$5,000 0=$5,001-$15,000 E=$15,001 -$50,000 (See Columns and 04) 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=Sl5,001-$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 =$25,000,001 -$50,000,000 =More than $50,000,000 (See Column C2) V=Other Value Method Codes =Cosi (Real Estate Only) =Cash Market Q=Appraisal =Assessment U=Book Value W=Estimated 07/27/2006 BORMAN, PAUL VII. INVESTMENTS and TRUSTS -income, vatuc. 1ransaaions (includes those of1he spouu and dependent children. see PP. H-s1 filing instructions) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period (I) (2) (I) (2) (I) Ifnot exempt from 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, merger, redemption) (2) Date Month Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: =$1,000 orless =Sl,001 -$2,500 =$2,501-$5,000 =$5,001 -$15,000 E=$15,001 -$50,000 (See Columns and 04) =$50,001-$100,000 =$100,001-$1,000,000 =$1,000,001 -$5,000,000 =Mo than $5,000,000 Value Codes =$15,000 less K=Sl5,001-$50,000 L=$50,001-$100,000 =$100,001 -$250,000 (See Columns and 03) =$250,001 -$500,000 =$500,001-$1,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (RealEstate Only) =More than $50,000,000 =Cash Market (See Column C2) Q=Appraisal V=Othcr =Assessment =Book Value =Estimated 07/27/2006 BORMAN,PAULD VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see PP u-s1 offillng instrucnonsJ NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period (I) (2) (I) (2) (I) Ifnot exempt from disclosure Amount Code (A-H) Type (e.. div., rent, int.) Value Code OP) Value Method Code (Q-W) Type (e.g. buy, sell, merger, redemption) (2) Date Month-Day (3) Value Code2 (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: A=$1,000 less =St,001 -$2,SOO =$2,SOI $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 Codos ]=$15,000 less =$15,001 $50,000 L=$50,001 $100,000 =$100,001-$250,000 (See Coluoms and 03) =$250,001 $500,000 =$500,001-$1,000,000 =$1,000,001 $5,000,000 =$5,000,001 $25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market (See Column C2) =Appraisal V=Other =Assessment =Book Value W=Estimated 07/27/2006 BORMAN, PAUL VII. INVESTMENTS and TRUSTS -incom., va1u., transactions (includes those the spouse and dependent children. see PP 1-1-s1 flung instructionsJ NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period (2) (I) (2) (I) lfnot exempt from 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, merger, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: =$1,000 orless =$1,001 $2,500 =$2,501 -$5,000 =$5,001 -$15,000 E=$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 1=$15,000 less =$15,001 -$50,000 L=$50,001 -$100,000 =$100,001 $250,000 (See Columns and DJ) =$250,001 $500,000 =$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 =$5,000,001-$25,000,000 Value Method Codes =$25,000,001 $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market (See Column C2) Q=Appraisal V=Other =Assessment U=Book Value W=Estimated 07/27/2006 BORMAN,PAULD VII. INVESTMENTS and TRUSTS -income. value. transactions (includes those the spouse and dependent children. see PP. 14-s1 flung instructions) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Trans actions during reporting period (1) (2) (I) (2) (I) Ifnot exempt from 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, merger, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 86. L.L.C. L.L.C. 87. American Express Dividend 88. Affiliated Compu Serv 89. Ameriprise Financial Dividend Amer.Exp. 90. Automatic Data Dividend 91. Bank One/Chase Dividend 92. Bristol-Myers Squibb Dividend 93. Boeing Dividend 94. Caterpillar Dividend 95. Cisco None 96.Dell None 97. Eastman Chemical Dividend 98. Fiserv None 99.G.E. Dividend 100. IVAX None IOI. INTEL Dividend 102. International Paper Dividend Income Gain C-Odes: =$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 C-Odes =$15,000 orless K=Sl5,00l -$50,000 L=$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 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market (See Column C2) Q=Appraisal V=Othcr =Assessment =Book Value =Estimated Date Report BORMAN, PAUL 07/27/2006 VII. INVESTMENTS and TRUSTS -income. value. transactions (inctudes those a/the spouse and dependent chitdre,. PP u-s7 offuinc instructions) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period (1) (2) (1) (2) (1) not exempt from 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, merger, redemption) (2) Date Month -Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 103. Lowes Dividend 104.Maytag Dividend 105.Medco None Sell 10/11 106.Mellon Financial Dividend 107.Merck Dividend 108. Omnicom Dividend 09. Pepsico Dividend 110. Quest Diagnostic Dividend 111. Reebok Dividend 112. Royal Dutch Shell None Sold 7/29 113. Stryker Dividend 114. Sunguard None Sold 10/25 115. Washington Mutual Dividend Sold 10/11 116. Wells Fargo Dividend Sold 10/11 117. Zimmer None Income Gain Codes: =$1,000 orless =$1,001 -$2,500 c=$2,501 -$5,000 D=$5.001 -$15,000 E=$15,001-$50,000 (See Columns and 04) F=S50,00l -$100,000 G=SI00,001-$1.000,000 =$1,000,001-$5,000,000 H2=More than $5,000,000 Value Codes 1=$15,000 orless K=$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 P2=$5,000,001 -$25,000,000 Value Method Codes P3=$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More 1han $50,000,000 =Cash Market (See Column CZ) =Appraisal V=Othcr =Assessment =Boot Value W=Estimated 07/27/2006 BORMAN, PAUL VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto[ReporL) Paul Borman, one class potential beneficiaries the Trust. have never received any distributions from this Trust. The Trust Assets are listed category VII, pages 4-5. 07/27/20-06 BORMAN, PAUL IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app. 501 et. seq., U.S.C. 7353, and Judicial Conference regulations. NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app. 104) FILING INSTRUCTIONS Mail signed original and additional copies to: Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 Government Act 1978 Rev. 112006 FOR CALENDAR YEAR 2005 U.S.C. app. JOI-Ill) Date Report Person Reporting (last name, first, middle lnlHal) Court Organization 05/1212006 BORMAN, PAUL U.S. DISTRICT COURT, EDM Reporting Period Title (Article Ill judges indicate active senior status; Sa. Report Type (check appropriate type) magistrate judges Indicate full-or part-time) 01/01/2005 Nomination, Date Active U.S. District Judge Initial Annual Final 12/31/2005 Sb. Amended Report Chambers Office Address the basis the Information contained this Report and any modifications pertaining thereto, Is, opinion, compliance with applicable laws and regulations. 740 U.S. Courthouse 231 Lafayette Detroit, 48226 Reviewing Officer Date IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checl(ing the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (Reporting indMdual only; see pp. 9-13 instructions.) NONE (No reportable positions.) POSITION NAME Co-Trustee Trust 3.Manager L.L.C. ,..__, =-:::0 (./) c__ ..,, c.= o-(') CJ>Z c:J> II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) :;.;JZ [T1 (") NONE (No reportable agreements.) (-,::;. ....... -::1r -;: PARTIES AND TERMS '") U1a:> BORMAN,PAULD 05/1212006 INCOME (yours, not spouse's) 12/31/05 West Publishing Company -Royalty 1065.00 spouse's 0n-Investment Income -If you were married during any portion the reporting year, complete this section. {Dollar amount not required except for honoraria.) [KJ NONE (No reportable non-investment income.) JV. REIMBURSEMENTS -transportation, /odging,food, entertainmenL (Includes those spouse and dependent children. See pp. 25-27 instructions.) NONE (No reportable reimbursements.) DESCRIPTION National U.S. Sentencing Guidelines Seminar, Tampa Bay May 25-27, 2005, San Francisco, CA; nights hotel, meals, airfare, Honorarium Chapter, FBA Vanderbilt Law School, Nashville TN; teach class March 24, 2005, Nashville, TN; day, meal, airfare, Honorarium, overnight Ralph Wilson, Buffalo Bills Football Team Buffalo 2005, Sept 23-25, meals, bus way, game tickets, lodging Ralph Wilson, Buffalo Bills Football Team 2005, meals, airfare, game ticket, overnight; Jan. 2005; Oct. 16, 2005 Ralph Gerson Detroit Pistons Basketball game, tickets, June 19, 2005 BORMAN,PAULD VALUE VALUE CODE 05/12/2006 BORMAN,PAULD VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent childretL see PP. 14-s1 offiunc instructions) Transac tions during NONE (No reportable income, assets, transactions.) Descri ption Assets (including trust assets) Place '(X)' after each asset exempt from prior dis closure Saving/Checking Account -Bank Interest One/Chase State oflsrael Bonds Interest Bristol-Myers Squibb Co. Dividend Campbell Soup Company Dividend Gillette Dividend Merged into Income during reporting riod Gross value end reporting period reporting period (I) (2) (I) (2) (I) Hnot exempt from disclosure AmoWlt Code (A-H) Type (e.g. div., rent, int) Value Code2 (J-P) Value Method CodeJ (Q-W) Type (e.g. buy,se merger, redem tion) (2) Date Month-Day (3) Value Code2 (J-P) (4) Gain (A-H) (5) Identi buyer/seller (if private transaction) PG H.J. Heinz Company Dividend Kellogg Company Dividend Merck Company. Inc. Dividend Bank One/Chase Dividend I0. Proctor Gamble Company (PG} 11. Tribune Company 12. Pfizer 13. Pitney Bowes 14. Int Village Green Apt. Ltd. Partner, Southgate, 15. 11% Int Kendallwood Apt. Ltd. Farmington Hills, 16. Northwestern Mutual Life (Retirement Account) 17. Teachers Insurance Annuity Ass'n College Retirement Acct Dividend Dividend Dividend Dividend Rent Rent Interest Interest Bought 12/15 Income Gain Codes: =$1,000 less B=Sl,001-$2,SQO =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 (S.C Columns and 04) =$50,001-$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 H2=More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 L=$50,00l -SIOO,OOO =$100,001 -$250,000 (S.C Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes (S.C Column C2) =$25,000,001 -$50,000,000 Q=Appraisal =Cost (Real Estate Only) V.=Other =More than $50,000,000 =Assessment =Cash Market U=BookValuc =Estimated Date Report 05/12/2006 BORMAN, PAUL VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see PP. 1-1-s7 offuinc instructions) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period (I) (2) (I) (2) (I) Ifnot exempt from discloswc Amount Code (A-H) Type(e.g. div., rent, int.) Value Code (J-P) Value Method Code (Q-W) Type(e.g. buy, sel merger, redemption) (2) Date Month -Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (ifprivate transaction) 18. IRA Cash Equivalent Chase/Morgan Interest Bank 19. IRA Stock-Gillette--merged into Dividend Proctor Gamble 20. Equitable Life Ins. Company Interest Retirement Account 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. Income Gain Codes: =$1,000 orlcss =$1,001 -$2,500 =$2,501 -$5,000 D=$5,00l -$15,000 =$15,001 -$50,000 (Sec Columns and 04) F=S50,00l-$100,000 G=SI00,001 $1,000,000 =$1,000,001 -$5,000,000 H2=Mo!O than $5,000,000 2.Value Codes =$15,000 less =$15,001 -$50,000 L=$50,001 -$100,000 M=SI00,001-$250,000 (Sec Columns and D3) =$250,001 $500,000 0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 P2=$5,000,00l -$25,000,000 Value Method Codes P3=$25,000,001 -$50,000,000 =Cost (1eal Estate Only) =MoJO than $50,000,000 =Cash Market (Sec Column C2) Q=Appraisal V=Othcr =Assessment U=BookValuc W=Estimated VII. INVESTMENTS and TRUSTS -income. value. transactions (includes those the spouse and dependent children. PP u-s1 filing instructions) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place '(X)' after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period (1) (2) (I) (2) (I) Jfnot exempt from disclosure Amount Code (A-H) Type(e.g. div., rent, orint.) Value Code (J-P) Value Method Codc3 (Q-W) Type(e.g. buy, sell, merger, redemption) (2) Date Month Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 35. TRUST TRUST 36. Savings/Checking Account -Bank One/Chase 37. Abbott Lab Interest Dividend Bought 9/12 38.ALCOA Dividend Bought 4115 39. Allergan Dividend 40. Anheuser Busch Dividend 41. Applied Materials Dividend Bought 9/12 42. Automatic Data Processing Dividend 43. Baker Hughes Dividend Bought 4115 44. Boeing Dividend Sold 4115 45. Campbell Soup Company Dividend 46.Caterpillar Dividend Sold Part 9/12 47.Cisco None 48. Coca Cola Dividend Bought 4115 49.Dell None Sold 9/12 50. Dominion Res Dividend 51. EBAY None Bought 9/12 Income Gain Codes: =$1,000 less =$1,001 -$2,SOO =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 (See Columns and D4) F=$50,001 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =Mon: than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50,000 L=SS0,001-$100,000 =$100,001 -$250,000 (Sec Columns and DJ) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 3.Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real E$lc Only) =Mon: than $50,000,000 =Cash Market (Sec Column C2) Q=Appraisal V=Other =Assessment U=BookValuc =Estimated 3.Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) P4=Mono than $50,000,000 T=Cash Market (Sec Column C2) Q=Appraisal V=Other S=Assessment U=BookValue W=Estimated Date Report BORMAN,PAULD 05/12/2006 VII. INVESTMENTS and TRUSTS -income. value. transactions (includes those th spouse and dependent children. see PP 14-s1 filing instructions) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period (I) (2) (I) (2) (I) Ifnot exempt from 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. merger. redemption) (2) Date Month Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 69. Qualcomm None Bought 4/15 70. Quest Diagnostics Dividend Sold 4/15 71. Reebok Dividend 72. Royal Dutch Shell Dividend Sold 7129 73. Schlumberger Dividend Bought 4/15 74. Stryker Corporation Dividend 75. Sunguard Data None Sold 8/11 76. Vodafone Dividend Bought 9/12 77. Washington Mutual Dividend Sold 9/12 78. Wells Fargo Dividend Sold 9/12 79. Weyerhauser Dividend Bought 4/15 80. 81. 82. 83. 84. 85. Income Gain Codes: A=Sl,000 less =Sl,001 -$2,500 =$2,501 -$5,000 D=$5,001-$15,000 E=$15,001 -$50,000 (Sec Columns and D4) F=$50,001-$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 112=More than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50,000 =SS0,001 -$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 =SS,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market (Sec Column C2) Q=Appraisal V=Other S=Assessment U=BookValuc =Estimated Income Gain Codes: =Sl,000 orless =Sl,001-$2,500 =$2,501 -$5,000 D=SS,001-$15,000 E=Sl5,001-$50,000 (Sec Columns and D4) =$50,001 -$100,000 =$100,001 -Sl,000,000 =Sl,000,001-SS,000,000 =Mon: than SS,000,000 Value Codes J=$15,000 less K=Sl5,001-SSO,OOO =$50,001 -$100,000 =$100,001 -$250,000 (Sec Columns and DJ) N=$250,001 -$500,000 0=SS00,001 -Sl,000,000 =Sl,000,001-SS,000,000 P2=$5,000,001-$25,000,000 Value Melhod Codes =$25,000,001 -$50,000,000 =Cost (Ri:aJ Estalc Only) =Mon: than $50,000,000 =Cash Marice! (Sec Column C2) Q=Appraisal V=Othcr S=Ass=m