Paul L Maloney Financial Disclosure Report for 2008
Category:Financial Disclosure
Number of Pages:8
Date Created:October 21, 2009
Date Uploaded to the Library:November 13, 2013
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Maloney_Paul_L ID. NON-INVESTMENT INCOME. rRqon1nginl/hli411oJ.,,,dspaiue;mpp.11-:z4offiungbtslruc0otU.J Filer's Non-Investment Income NONE (No reportable non-investment income.) (yours, not spouse's) Spouse's Non-Investment Income -lfru ""'rried during..,.,. portion ofrlre llponing yeu, C:OMp/ek rhis sec:rian. (Dollar amount not requirttl except for honoraria.) NONE (No reportable non-investment income.) 2008 Teacher, River Valley School District (Includes rhose spouse ond dependent children; pp. 25-27 filing instructions.) GZJ NONE (No reportable reimbursements.) V GIFTS, (/nrl11des thou spo11Se and dq>endmt cltildnn; supp. 21-31 filing instructiom.) NONE (No reportable gifts.) VJ. LIABILITIES. (/nd11tles tlltne o/spollSe Ult/ llependml t:ltildnn; see pp. 32-33 filing lnstrt:dons.) NONE (No reportable liabilities.) , Dau Rrport Maloney, Paul 05/1112009 VII. INVESTMENTS and TRUSTS -incom valu, lnln34cdons (lndadn thou spoUSL and dpo1dmt chil4nn; PP. 3'-60 filing inmuctiDm.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during Gross value cod Transactions during reporting period reporting period reporting period (I) (2) (I) (2) (I) (2) (3) (4) (S) Amount Typc(e.g., Value Value Type (e.g., Date Value Gain Identity Code div., rent, Code2 Method buy, sell, Month Codc2 Code buyer/seller (A-H) int) (J-P) Code redemption) Day (J-P) (A-H) (if private (Q-W) transaction) Brokerage Account -Morgan Stanley Liquid Asset Fund Money Market Dividend Div. -Morgan Stanley Bank Deposit Int. --Morgan Stanley Equally Weighted SP OOD Dividend -Morgan Stanley Small Mid-Cap Special Value FundD Dividend --MSIF Core Plus Fix Income Inst. -MSIF LTD Duration Inst Dividend Dividend -MSIF Active International Allocation Inst Dividend Buy 1117 (add'l) -MSIF Emerging Markets Dividend 10. --MSIF International Magnum Dividend Sold 1117 11. -MSIF Investment Grade Fix Income Inst Dividend 12. -Van Kampen Comstock Dividend 13. --Van Kampen Growth Income Dividend 14. --Van Kampen Small Cap Growth Dividend 15. -MSIF Real Estate Inst Dividend 16. -MSIF Large Cap Inst Dividend 17. -MSIF Small Cap Value Inst Dividend Income Gain Codes: A-SJ,000 lcn B-Sl,001-$2,500 -S2.SOI -$5,000 D-S5,00I $15,000 E-S15,00l -SSO,OOO (See Column.< 111d 04) $50,001-SI00,000 G-SJ00,001 -$1,000,000 111-SJ,000,001-S5,000,000 Mon: dum $5,000,000 Value Codes -SI 5,000 orJca1 K-SJS,001-$50, 000 $50,001-SI00,000 $100,001 -$250,000 (See U>lwnns 111d DJ) -$250,001 -$500,000 O-S500,00I -SJ,000,000 SJ,000,001-$5,000,000 -S5,000,00J -$25,000,000 Pl-S25,000,001 -$50,000,000 Mon: lhan $50,000,000 Value Method Code -Appraisal -CO.. (Real Esta!< Only) ""'AJScssmcnt T-C.Sh Marlu:t (Sec Column C2) Book aluc V-otbcr Estimotc:d 18. Brokerage Account 19. --Apple Computer common stock Dividend 20. Brokerage Account 21. -Morgan Stanley Money Market Dividend 22. --S 500 Index Fund Dividend 23. -Dividend Growth Securities Dividend 24. -MS Global Dividend Growth Security Dividend 25. --MS Global Dividend Growth Security Dividend 26. State ofMichigan 40l(k) 27. -SSgA Bond Market Index Dividend 28. --Western Asset Core Bond Dividend Sold 1211 29. -MFS Total Return Dividend 30. --Dodge and Cox Stock Fund Dividend 31. -Legg Mason Large Cap Growth Dividend Sold 1211 32. -Rainer Cap Growth Equity Fund Dividend Buy 1211 33. --Columbia Acom Dividend 34. --American Funds Euro Pacific Dividend . Datt Rtpor1 Maloney, Paul 05/11/2009 VII. INVESTMENTS and TRUSTS -mro,..,, va1"" rruuactUim r1nc111da thMe 6po"-"' and dqlmun1ehi1t1rm; ""'PP. J4-6o fiJu.g 1tutrudions.J NONE (No reportable income, assets, transactions.) Description Asset (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during GrOS value end Tran58ctiom during reporting period reporting period reporting period {I) (2) {I) (2) {I) (2) (3) (4) (S) Amount Typc(e.g., Value Value Typc(e.g., Date Value Gain Identity Codcl div., rent, Codc2 Method buy, sell, Month- Code Code buyer/seller {A-H) int) (J-P) Codc3 redemption) Day (J-P) (A-H) (if private (Q-W) transaction) Income Gain Codes: 1,000 less -Sl,001 -$2,SOO -s2.m -ss.ooo -SS,001 -$15,000 E-$15,001-$50,000 (See Columns and 04) -sso.001 -s100.ooo -SI00,001 -$1,000,000 1.000,00 I $5,000,000 More lbon $5,000,000 Value Codes $15,000 lcu -Sl5,00I -$50,000 LS50,00l -$100,000 $100,001 $250,000 (See Columns and DJ) -S!S0,00 $500.000 0-$500,001 $1,000,000 -$1,000,001 -55,000,000 -SS,000,001 -SZS,000,000 -s25,ooo,001 -S5o,ooo,ooo -More lhan $50,000,000 Value Mell>od Coda QAppninl -