William L Standish Financial Disclosure Report for 2010
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8/3/2019 William L Standish Financial Disclosure Report for 2010
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/10 IoRoy. 1/201I ~
FINANCIAL DISCLOSURE REPORT
FOR CALENDAR YEAR 2010
Report Requtrt,d by the Ethics
in Gorermuent Act of 1978f5 U.S. C. app..+’.+" IOl-I l l)
I. Perso~ Report ing ( las t name , r ink mlddla Ini t ia l )
S t a n d i s h , Wi l li a m L.
4. Title (Article I I I Judges Ind icote ata’lve or senior stuns;magi s t r a t e . i udges i ndi c at e fu l l - of par t - t i me)
U. S. Dist r ic t Judge - Sen ior
6170 U.S. Pos t Off ice & Cthse
700 Grant S tree t
Pit tsburgh, PA 15219
2. ~ourt or O~unlzotion
U.S. Dist Court , W. Dist of P A
3. D a t e o f R e p o r t
07/12/2011
5a. Report Type (check appropriate type)
] N o m m a t i o n , D ate
[] Initial[] A .... l [] Final
5b. [] Amended Report
8.On the bats of the information contained in this Report and any
m o d i f i ca t i o n s p e r t a i n i n g t h e r e t o , i t i. ~ i n m y o p i n i o n , I n c o m p l i a n c ew i t h u p p l l ca b l a l a w ~ o n d r e g u l a t io n s .
R e v i e w i n g O f l k er D a t e
6. Reportiog Period
01/01~010
to
12/31/2010
IMPO RTA NT N O TE S: The lnmu alons accompanying thi s form mu st be fot toweat Complete a l l par t s ,c he c M ng t he N O N E b o x f o r e a c h p a r t wh e r e y o u ha v e no r e p o r t a b l e in f o r m a t i o n . S i g n o n i a s t p a g e .
N O N E ( N o r e p o r t a b l e p o s i t i o n s .)
POSITION NAME OF ORGANIZATION/ENTITY
I, Co-Trustee Co-Trus tee of Trus t No. 13
2. Co-Trus tee Co-Trustee ofTrust lqo. 22
3. Co-Trus tee Co-Trustee of Trust No . 23
4. C o -T rus tee C o -Trustee of Trus t No . 24
5. Trustee W es te rn P en n sylvan ia Scho o l fo r the D e af
6. Trus tee Sewickley Valley Y M C A
7. Director Pi t t sburgh Theological Seminary
I! . A G R E E M E N T S . m ~ , n . ~ i~t, id.ol o, t~;.~, e~ u -t~ ol"l"ding ins,,~aion~.)
~ N O N E (N o repo r tab l e ag reemen t s . )
D A T _ ~ PARTIES AND TERMS
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FINANCIAL DISCLOSURE REPORT
Page 2 of 103
N a m e o f P e r so n R e p o r t i n g
Standish, Wil l iam L.
I l L N O N - I N V E S T M E N T I N C O M E . tR,~,,,i,~i~a~i~..t.na~.~,:,,,r~
A. Flier’s Non-lnvestm ent Incom e
~ ] N O N E ( N o r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e . )
DATE SOURCE AND TYPE
2.
3.
4.
B . S p o u s e ’ s N o n - I n v e s tm e n t I n c o m e - If you were married during any por~;on of t~e reportlng ~ear. complete this section.
(Dollar am ount not required e x c e p t f o r / a ~ n o r a r i a .)
~ N O N E (No repor tab le n o n - i n v e s t m e n t i n c o m e . )
2.
3.
4.
DATE SOURCE AND TYPE
D a l e o f R e p o r t
07II2/2011
INCO ME(yottrs, notspouse’s)
IV. REIMBURSEMENTS -f lncludes th ose to :~Imu se tn u l d ep en d en t ch i ld ren ," see p p . 25-27 o.ffiling instructions.)
~ N O N E (No reportable reimbursements.)
2.
3.
4.
5.
SOURC~ DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED
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FINANCIAL DISCLOSURE REPORT
Page 3 of 103
Name of Person Reporgng
Standish, William
Date of Report
07/I 2/2011
V. G I FTS. a.a.~ ,h~ ,o ,~ ...... d d ~ l , ~ n d e m t ~ O d r e n : s e , l~’. 2~-3 ! o f f O i n g i n s t m a i o n ~ . )
N O N E (No reportable gifts.)
~OURCE DESCRIPTION
!,
2.
3.
4.
5.
VALUE
VI. LI ABILITIES. a.a,do, a ,o~ o~on~,
N O N E (No reportable l ia bil ities.)
1.
2.
3.
4.
VALUECODE
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FINANCIAL DISCLOSURE REPORT
Page 4 of 103
~ a m ~ o f P r r s o n R e p o r t in g
Slandish, W ll l lam L.
Date o[ R e p e r t
07/I 2/201 I
VI 1. I N V ESTMEN TS and T RU STS -i.~o .e. ,.i.,, r ..... t i a n x { I n ¢ lu d e ~ t h o s e o f ~ t s e a ~ d d e p e n d e n t c h l l d r e . ; ~ e , t ~ l x 3 4 - 6 0 o f f i l i ng ~ , ~ t t u~ do n&)
N O N E (No reportable income, assets, or transactiort~.)
A. B. C. D.
I’ksc~pt ,>rt of A~sets I n co m e d urin g G ro s s va lue at e n d Transacrimas during r~ing ~fi~
(including t~ a~) ~ing ~ of r~ing ~i~
(I) (2) (I] (2) (I) (2) (3) (4) (5)
Place "(X)" after ~ch ~t ~t T~ (e.g., Val ue V a l u e T~ (e.g., ~te Val~ G ain Id~ti~ o~
exempt from pgi~ di~e C~ I dr y. . r ea l , C~ 2 Mel~ buy. ~11~ mm/~ C~e 2 C~¢ I b~/~eller
(A-~ or ~I . } ~J-p} C~ 3 r~mption) { J - P ~ ~A-H) 0fpfivate
(Q-W) ~)
I. Trust #1.1 (100% Interest)
2. -Blackrock PA Muni M M la s t Share s #40
: : 3 . -Al toona PA Ci ty Wtr Rev 4.0-20 ! 1
4. -Altoona PA City Wtr Rev 4.25-2015
5. -Bucks Cnty PA Wrr&Sewr Auth 4.0-2012
6.-Lancaster PA Pkg Auth Rev 4.0-2015
-Lower Bucks Cnty PA Jt Mun 3.6-2013
-Lower Merion PA Sch Dist 3.85-2014
9. -Noah Wuler PA Wtr Auth Rev X L C A
4.0-2011
10 . -PA St Higher Edl Col of Meal 3.75+2012
I I. -Unionville Chadds Ford PA Sch 3.5-2013
12 . -Red Lion PA Sch Dist FGIC 4.~-2013
13 _-SpringFord Sch Dist X L C A 4.0-2014
14 . -Abbott Labs Inc
15 . -Air Products & Chemicals Inc
16 . -Altria Group Inc
I7. -American Tower Corp CI A
G I n t . / D a y . T
M o n M k t I n v
So ld
B uy
1 I/15/10
0 1 / 2 7 / 0 3 .
i O l /0 5 i t o
PI H 1 S e e S e c t i o n V I I ! # I
See Section VIII
1n¢o,~Gain codes: A = $1.000 or less B =SI.0OI . I2.500 C ~$2.501 - $5 .~ D -S~.~l - ~15.~
1~¢ Column~ B I and D4) F ~$50.~1 - Sl~.~ G -Sl~.~l - Sl.~.~ HI =Sl.~.~l - 15.~.~ 1 t 2 ~ M ~ t h a n S S . ~ 0 .~
Value t ’~¢~ ] =~15.~ ~ kis K =115 . ~ 1 . ~ 5 0 . ~ L =$~.~1 - $1~.~ M =Sl~.~l * 1250.~
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FINANCIAL DISCLOSURE REPORT
Page 5 o f 103
N a m e o f P a t t o n R e ~ e r t l l tg
Standish, Wil l iam L.
D a t e o f R e p o r t
07;12/20! I
NONE (No reportable income, assets, or transactions.)
A. B. C. D.
D e s c r i p t i o n o f A s s e t s I n c o m e c l u i n g G ro s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
( m c h t d i n g t r u s t a s s e t s) r e p o r t i n g p e r i o d o f r e p o r t i n g i ~ r i o d
(I) (2 ) (I) (27 (I ) (2| (3) (41 (5 7
P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e . g . , V a l u e V a l u e T y p e ( e . g ., D a t e V a lu e G = in I d e n t i t y o f
e x e m p ~ f r o m p r i o r d i s c l o su r e C o d e I d i v . , r e n t , C o d e 2 M e t h o d b u y , s e l l . m m M d/ y y C o d e 2 C o d e I b u y e r / s e l l e r
( A . H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - l - I ) ( i f p r i v a t e
( Q - W ) t r a n s a c t i o n )
1 8 . -Automatic Data Processing
1 9 . -BP PLCSponsAd r ¯
20 . -Bristol Myers Squibb Co
2 1. - Ci sc o Sy s In c
2 2 . -Coca Cola Co
23. .DominionRes Inc VA
2 4 . -Emerson El Co
25 . -Exxon Mobil Corp
26 . -Fedex Corp
27 . - F r a n k l i n R e s o u r c e s l n c
28 . -Freeport McMoran Copper & Gold Inc
29 . -Frontier Communications (Rec Fr Spin Offof Vcdzon)
30. - F r o n ti e r C o m m u n i c a ti o n s
3 1 . -Gen eral Electric Co
32. -Goo gle lnc CI A
3 3 . - I I¢ i n z H J C o
34. -Home Depo t Inc
S o l d 06/18/10
S o l d 01/05/10
Bu y 01/05/10( a d d ’ l )
S o l d 01/05!10
Bu y 01/05/10
B u y 01/05/10
(add’l)
Bu y 01/05/10
S p i r t o f f 07/02/10(from line 50)
S o l d ’ 07/16/10( p a r t )
Bu y 01/05/10
I. Incomc Gain (’odes : A =| 1.000 or Icss B = $ 1 . 0 0 1 - $ 2 . 5 0 0 C = $ 2 . 5 0 1 -
(See Co lu mns FII an d D4 ) F ~ $ 5 0 . 0 0 1 - $ 1 0 0 . 0 0 0 G = $ 100 . 001 - $1.000 .1000 H I =$ |,000.001 - $5.000.000 H2 ¢Mo c than $5,000.000
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FINANCIAL DISCLOSURE REPORT
Page 6 o f 103 ¯
~ l a m e o f P c ~ o n R e p o r t i n g
Standish, Wil l iam L.
Dal e o f Re por t
07/I ~201 I
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
Desc r i p t i on of Aeg~I I In co me d urin g G ro ss v alu~ a t co d Ti n , ac t i ons dur i ng i x -por t i ng ~¢r i od
(inc h~ling t~u~a assets) reporting period of rel~’ting period
(t) (2 ) {i) 12) (i) (2} (3) (4) (5 )
Place "(X)" a f t e r ~ ch a s se~ A m o un t T yp ~ (e .g ~ V a lue Valu© T yT ~ ( e .g .. D a te V a lue G ain l d~al i t y of
e x e m p t f i ’o m p r i o r d i s c l o s u re C o d e I d~% r ent , C o d e 2 M e t h o d buy. s~ll. m m / d d ] y y C o d e 2 C o d e I buy~t s¢ l l c r
¢A -H) ~ int.) (J-p) C o d e 3 r e d e m p t i o n ) ( J-P) ( A-H) l i f pr i vat e
~Q-W) transac t ion )
i 3 5. - ll li n oi ~ T o o l W o r k s t he
36. -Ishares Russell I000 Index Fund
[ 37. -Ishar~s Russell 2000 Growth Index Fund
3 8. -lshares Russell 20~0 Value Index Fund
39 . -JP Morgan Chase & Co
40.-Kraft Foods inc
41. -Mastercard lnc CI A
42. -Merck&Co lnc
43. -Microsoft Corp
44. -Oracle Corp
4 5. -Pfizer lnc
46. -Phillip Morris
47. -Southern Co
48. -3M Company
49. -United Technologies Corp.
50 . -Verizon (SpinoffOfFrontier
Communications)
51. -Walgreen Co
B uy 12/22/08
B uy 01.’~5/10
B u y 01/05/10
Buy 01/05/10
S o l d
Bu y
01/05/ I0
01/05110
07/02/10
See Section Vlll #3
! . I n c o ~ n c G a i n ( ’ , ’ ~ . e s : A -$1,000 or Ic~ B =$ 1.001 - $2.500 C = $ 2 . 5 0 1 - 1 5 .~ O -$5.~1 - $15.~
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FINANCIAL DISCLOSURE REPORT
Page 7 o f 103 IN ’ a m e o ! P e r s o n R e l ~ r t ln g
Standish , Will iam L
D a t e o f R e p o r t
0 7 1 1 2 / 2 0 1 1
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
D e s c r i p t io n o f A s s e t s Incom e during Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
(including trust assets) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d
O) (2) (I) ~ 2 ) (I) 12) (3) (4) (s )
P l a c e " ( X ) " a ~ e a c h a s s e t A m o u n t T y p e (e .g. , V a l u e V a l u e T y p e ( e . g . , D a t e V a lu e G a i n Idcnlily of
cxemptfromprmrdisclos~u~e Code I div.,rcm. C o d e 2 M e t h o d buy, sell. m m ! d d , . ~ , y C o d e 2 Code I b~’er/seller
IA-H) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a x e
( Q - W ) t ~ a n s a c ~ i o n )
5 2 . -Wells Fargo & Co
5 3 . -Zimmer Holdings lnc
5 4 . -Vanguard Eme rging Mitts ETF
5 5 . -Vanguard FTSE All Wo rld Ex US
5 6 . T n ~ s t # 2 ( I/ 2 I n c o m e l n t )
5 7 . - BNY Me l lon MM Fu n d CI M
5 8 . -Fieweed PA AreaSchool
5 9 . - Ph il a PA Sc h Mu n i Bd
60 . -Abbott Laboratories
61. -Accenture Ltd
62. -Alliance Data SysCorp
63 . - AI Isc ri p ta- Mi sys Heal thcar~ So l ut i o n
6 4 . -Altria Group lnc
6 5 . -A merican E xp res s Co
6 6 . -Amer ican Expre ss Co
67. -Ameripris¢ Financial Inc
68. - A m g e n I n c
E Div&lnt PI
Buy 01105/10
Buy i 01/05/10(a~l) l
T
M a t u r e d
M a t u r e d
S o l d
S o l d
B u y
S o l d
Bu y
Bu y( a d d ’ l )
S o l d
( p a r t )
04/01/09
03/01/0g
0 5 / 0 6 / 0 9
! 0 1 / I I / I 0
08/20/10
02/14/06
06/24/10
’07/12/10
02/18/10
See Section VIll #l
See Section VIII ~
See Section Vlli #4
See Section VIII ~3
S e e S e c t i o n V I I I # 3
E = $1 S.Oll} . $ 5 0 . t X ’ J O
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FINANCIAL DISCLOSURE REPORT
Page 8 o f" 103 Iam e o f P e r , ~ o ~ R e p o r t in g
Standish, Wil l iam L.
Dale of Relmrt
07/I 2/2011
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)
A. B. C. D.
D~scrip~ion of Assets I n c o m e d u r in g G r o ~ s v a l u e a t e ~ Transa~i~ d~ng ~nin8 ~ri~
(including t~t a~e~) r~ing ~ ofr~ning ~
(I) (2) (I) (2) (I) (2) (3) 14) (5)
Place "(X)" a~er ~ch as~t A~I T~ (e.g~ Val~ Val~ T~ (e.g., ~te Val~ G a i n Id~tily of
exert f~m prior discl~m C~I div.. r~t, C~e 2 Met~ ~, ~U, m~ C~e 2 C~ I
( A - H ) ~ int.) (J-P) C~ 3 ~ption) ( J-P) ( A-HI ( i f pr i vat e
69 . -Amgen Inc
i 70. -Amgenlnc
71 . -Amylin Pharmaceuticals Inc
72. -Amylin Pharmaceuticals Inc
73 . -Anadarko Petroleum Corp
i 74. -AOL lnc
75 . -Apache Corp
76 . -Apple
77 . -Apple
78 . -AT&TInt
79 . -Autoliv Inc
80. -BankofAmer;,ca CoW
81 . -Bank of America Corp
82 . -Best Buy Inc
83 . -Blackmck lnc
84 . -Blackrock Inc
85 . -Capilal One Financial Corp
Sold 08/13 /10!
( p ~ t )
Sold 08!16/10’
Buy 0 5 1 1 1 / 1 0
Buy 0 6 / 2 4 / I 0
(add’l)
Buy 0 6 / 2 3 / 1 0
Sold 0 1 1 0 7 / 1 0
So ld 01/26/10
(part)
B uy 04/28/10
( ad d ’ l )
So ld 09/23/10(parO
Buy 05/I I l l0(add’l )
B uy 09/16/10
{add’l )
S o l d 09/I (~09
S o l d 09/16/10
(part)
S o l d 09117/10
B uy 01/22/10
I
See Section VIII #3
{ S e e C o l u n m , B 1 a n d D 4 )
2 . V a l u e C e , a . ,~
F - $ I - ~ .O O I -
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FINANCIAL DISCLOSURE REPORT
Page 9 of 103
N l m e o f P e r s o n R e p o r t i n g
St-ndlsh , Will iam L.
D a t e o f R e p o r t
07!1~2011
NONE (No reportable income, assets, or transactions.)
A. B. C. D.
D ~ s c r i l ~ i o n o f A s s e t s I n c o m e during G r o s s v a l u e , a t e n d T ~ n ~ t i o m d ~ n g r~ing ~fi~
( i n c l~ in g t~ t ~ e t s ) ~ing ~ of r~ing ~fi~
(I) (2) U) (~) (I ) (2) 13) (4) (5 }
P l a ~ " ( X I " ~ f i e: ~ c h a s ~ t A ~ un t T~ (g, Val~ Val~ T~ (e.g. ~tc V a l u e G a i n ld ~ t i~ o f
e x e m ~ f r o m p r i o r d i ~ l o s u re C~e ] d i v . , r ~ C C~e 2 M~ ~ , ~ 1 1 , ~/~ C~e 2 C~ I ~!~ller
( A - H ) ~ ~ t . ) ( J - P } C~e 3 ~d~on) O - P ) ( A - H ) (if~le
85 . -Capital O ne Financial Corp
8 7 . -Cap i t a IOn e Fin an c ia iCo rp
88. -Carnival Corp
89 . -Caterpillar Inc
90 . -Chicos F~-s ]nc
91 . -Chubb Corp
92. -Cigna Corp
93. -Cisco Systems Inc
94 . -Cisco Systems Inc
1~. -Coca Cola Co
96 . -Comerica Inc
97 . -Concophillips
98 . -Cummins
~9 . -CVS;Caremark Group
Buy ~ 07/ 12/ 10
(add’l)
Buy 10105 /I 0
(add’l)
Buy 07/07/10
Buy 06/21/10
Sold 12/22/06
Sold 03/08/10( p a r t )
Sold 11/17/10
(part)
So ld 05/I 1/10
Buy 09/14/10
Sold 09/IO/10
(part)
Sold 0 1 / 1 4 / 1 0
( p a r t )
I00 . -CV SiCa re ma rk Gro u p
I01. - C V S / C ar emar k G r o up
102. -Danaher Corp
S o l d 0 6 / 2 4 / 1 0( p a r t )
S o l d 0 8 / ’ 2 0 / I 0
( p a r t )
See Section VIII
2. Value
(So: Columns C I and
E =$ 15.001 - $ 5(].Otto
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FINANCIAL DISCLOSURE REPORT
Page 10 of 103
N a m e o f P e r s o n R e p o r t i n g
Standish, Wil l iam L.
Date of Report
07/12/2011
Vll . INVESTMENTS and TRUSTS - i , , co . , e ,
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)
A. B. C. D.
L ) e s e r i p t i o n o f A s s e t s l . a c ~ m ~ d u r i n g Gros~ value at end T r a n s ~ , ’ t i o n s d u r i n g r ~ p o r t i n g p e r io d
( i m : l o d i n g t r u s t a s s s ) reporting p~iod o f r e p o m n g p e r io d
(I) (2 1 (I) 12) (1 | (2) 13) (4)
P l a c e " ( X ) " a f te r e a c h a s ~ c t A m o u n t T y p e ( e . g . , Value Value T y p e ( e . g . . D a te V alue G a in I d e n t i ty o f
e x e m p t f r o m p r i o r d is c l o s u r e Code I d i v . , r e n t , C o d e 2 M e t h o d b~y, sell, m m /d d/ yy C od e 2 Code I buys/seller
(A-H) m i n t .) ( . I - P ) Code 3 r e d e m p t i o n ) { J - P ) ( A - H ) { i f p r i v a t e
I Q - W ) t r a n s a c t i o n }
1 0 3 . - D a~ en R es t aur an t s
1 0 4 . -D uP o n t E l D e Nem o ur s
1 0 5 . -EM C C o r p
1 0 6 . -EM C C o r p
1 0 7 . - En er g i ze r H o l d i n g s
108. -Exelon C orp
109, -Exxon Mobi l Corp
110. -Fedex Corp
11 I . -Fi rs t Hor izon Nat l Corp
! 12. -Fi rs t Hor izon Nat l Corp
113. -Ford Motor Co
114. -Frankl in Res Inc
115. -GAP Inc
1 1 6 . - G A P l n c
I 1 7 . -GAP Inc
I 1 8 . -General E lec t r ic Co
1 1 9 . - G o o g l e
So ld 05/28/09 See Sect ion VIII #3
Buy 0 4 1 2 8 1 1 0(add’l)
Sold 10/05/10(p~)
Buy 11/18/10
So ld 0 8 1 2 7 1 1 0
So ld 06/21110
S o l d 01/22/10
(part)
So ld 01/29/10
B uy 11/26/10
I~ly 01/14/10
(add’l)
B uy 01/15/10
(add’l )
So ld 07/12/10
, J
I . Income Gain Codes :
1.~ Colunms BI and
B =$1,001 - $ 2 . 5 0 0
G -$ I~).001 - $1.D0~.000
K = $ 1 5 . 0 0 1
O =$ 500.001 - $ t
R = . C o s 4 1 R e a l E s t a i~ O n l y )
V
D = $ 5 . 0 0 1 - $ 1 5 . ~ O 0
H 2 =Mor e than
M =$I00,~1 -
P2 -$3,~.~1 - $2~.~.~
T = Ca ~ M a rk e t
E =$15.1~1-
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FINANCIAL DISCLOSURE REPORT
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N a m e o f P e r so n R e p o r t i n g
Standish, Wil l iam L.
Date of Report
0 7 1 1 2 ! 2 0 1 1
V I I . I N V E S T M E N T S a n d T R U S T S - i ,~ o , ~ , . ,t . ,. t, . ,~ a , ., a . d , ,~ , , ~ * o - - o f 2 ~ p o t t s t o n d d e p c n d c n t c b i l d r e n : s e e p p . 3 4 -6 0 o f f i l ing ins t ruc t io ns . )
NONE (No reportable income, assets, or transactions.)
A. B. C. D.
D e s c r i p t io n o f A s s e t s Income during G r o s s v a l u e a t tr o d T r a n s a c t i o n s d u r i n g r ~ < ) c ~ i n g p e r i o d
( i r ~ lu d i n g m ~ t a s s ~ ’ t s ) r t ’ p o r f i n g p e r i o d of reacting pc.ri0d
(I ) (2 ) (I) (2) (I) (2) O) (4)
Place °{X)" after each ass~ A m o u n t T y l m ( e . g ., V a h m Value Type (es~ D a t e Value Gain I d c o t i ty o f
exempt from prior di~losare Code I d i v . , r e n t , C O d ~ 2 M e t h o d buy, s~ll, m r n / d O . ’ y y Code 2 Code I buyer/seller
(A-H) o ¢ i n L ) ( J - P ) Code 3 r e d ~ m p t io n l ( J - P ) (A-Ill ( i f p r i v a t e
( Q - W ) r t a n . ~ c t i o n )
120. - l la l l iburton C o
121. .Hess Corp
122. -Hewlett Packard Co
1 2 2 , . -Hewlett Packard Co
Sold 08/16/10
So ld 08/17/10
1 2 4 . -Home Depot Inc
1 2 5 . -Home Depot Inc
1 2 6 . -Honeywell Intq Inc
S o l d 0 5 / 2 5 / 1 0( p a r l )
S o l d 0 6 / 0 2 / I 0( p a r t )
1 2 7 . -t tospira lnc
1 2 8. -H uman G en o m e S c i en c es I n c
129. - IBM
130. - Informat ica Corp
Buy 02/18/10
(add’l)
Buy 08/16/10
(add’t}
Buy 08/19/10
13 I. -Juniper Networks lnc S o l d 0 1 / I 1 / 1 0
132. -JP Morgan Chase & Co
13 3 . -Kb r In c So ld 09/16/10
134. -Keycorp New S o l d 05/29/09
135. - L imi t ed B r an d s [n c
1 3 6 . - Mc D o n a l d s C o r p
Sold 11/26/I 0
(part)
Sold i 05/12/09
Se e Se c t io n r i l l #3
S e e S e c t i o n V l ll
2 Value C~Ig~CoI~s CI ~d
-$1.001 - $ 2 . 5 0 0
= $ l O 0 . O O l .
=$15.001 ̄ 150,000
-$500.001 . $1.000.000
- C o s t (R ¢ ~ I E s ~ t e O n l y )
~ O t h e r
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Page 12 o f ! 03
N a m e e f P e rs o n R e p o ~ 1 1 n g
Standish, William L.
D a t e o f R e p o r t
07/I 2/2011
N O N E (No repor tab le incom e , a sse t s , or t ransa c t ions .)
A. B. C. D.
L~sc Hpdon of Asset s I nc om~ dur i ng Gr o~ val ue a t t ’nd Tr ansac t i ons dur i ng r e l ~ni ng per i od
( inc lud ing z rus t a s se ts ) ~ p o r t in g p e r i o d ofr e l x ~nl ng per i od
H) ~2 ) (I) (2) (I) (21 (3) (4) (5)
Place "(X)" a f t e r each a s s¢ ! A m o u n t Type ( e . g . . V a lue V a lue Type ( e . g . , Da~e Val ue G ain I dent i t y of
e x e m p ! f r o m p r i o r d i s c lo s u r ~ C o d e I di v . , r en t , Cod~ 2 M e t h o d buy, s e l l, m m /d &’yy Cod~ 2 C o d e I buy~/ ~: l l er
( A-H) or i n t . ) ( J -P) C o d e 3 re d e m p tio n ) IJ-P ) (A -H) ( i f pr i vat e
( Q - W ) t ransac t ion l
37 . -McKes son Corp
38 . -Medtroni c Inc
Buy 01/08/10(add’l)
1 3 9 . -Mer c k & C o l n c
140. -Microsof t Corp
1 41 . - Mo r g an S t an l ey
Sold 0 9 / 2 3 / 1 0
Buy 0 1 / 2 6 / 1 0
(add’l)
142. -Motorola Inc B uy 08/17/10
143. -Newel l Rubberm aid lnc B uy 09/23/10
144. -News Corp ln c
145. -Nextera Energy Inc Buy 08/2 7 /10
146. -Nordstcom B uy 07/I 2/10
14 7 . -Nordstrom
148 . -Norfolk Southern Corp
Bu y 0 8 / I 2 1 1 0(add’l)
149. -Nor thern Trust Corp S o l d 05/28/09 See Section Vlll #3
150 . -Occidental Petro Co rp
15 1 . -Omn ico m G ro u p in c
B u y 06/16/10(add’l)
152. -Oracle Corp
153. -Parker Hannif in Corp
B u y 10/05/10
(add’l)
Sold 06/24/I 0
B = $ 1 . 0 0 1 - $ 2 . 5 0 0
K = $ 1 5 . 0 0 1
O = $ 5 0 0 , 0 0 1 - $1.0~0.0~
V
E $ 1 5 , ~ ) I - $ ~ o , 0 0 ~
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. N a m e o f P e r s o n Reporting
Standish, ~,Vil l |am L.
Date of Report
07fl 2/2011
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
D e s c r i p t io n o f A s ~ t ~ Income during ( .h’o~s value at ~ T m m a c ~ i o n s d u r i n g r q x ~ n i n g p e r io d
( i n c l u d i n g tin!! assets) ~’poning per iod of repos ing per iod
( 1 ) (2 ) (I) (2) ( 1 ) (2) (3) (4) 15 )
P l a c e " (X ) " a ~ e r e a c h a s ~ ! Amount T y p e ( e g . , V a l u e V a l u e T y p e ( e . g ., D a t e V a lu e G ain Idem iD , of
exempt from prior d~:lo~Jm Code I d i v . , r ~ n t , C o d e 2 M e t h o d buy, ~ll, mmtdd/D, C o d e 2 . Code I buy~;s© ller
(A-H) o t i n t . ) ( J - P ) C O d e 3 t o d c m p f i o n ) ( J - P ) (A-H) ( i f p r i v a t e
( Q - W ) t r a n s a ~ : t i o n )
154. -Pepsico Inc
155. -Phil l ip Morris
156. -Pfizer Inc
157. -Praxir lnc
158 . -Pro c t e r & G a m b l e C o
159: -Public Svc Enterpris~ Group lnc
160. -Public Svc Enterprise Group lnc
161. -Qualcomm
162. -Qualcomm Inc
163. -Qualcomm lnc
164. -Qualcomm Inc
165. -Raytheon Co
166. -Research in Motion
167. -Schwab Charles Corp
168. -Sempra Energy
169. -Sea,bucks C o r p
170. -Taiwan Semiconductor M fg Co ADR
Bu y
Buy
B u y
(add’l)
B u y
(add’l)So ld( p a n )
B u y
(add’l)
Sold
So ld
So ld
So ld
! 01/08/10
105/25/10
01/11/10
03/08/10
04/28/10
i 0 8 / i 6 / 1 0
10/06/08
01/12/10
02/I 2/07
11/09/09
See Sectio n VIII #6
S e e S e c t i o n VI I I #3
S ee S ec t i o n V I l l # 3
I . Income Gain Code~: A ~$1.¢r~) or It, s B -| I .~0 1 - $ 1 .5 ~ C = $ 2.5 01 - SS .~ D ~ $5 . ~ 1 - $15 . ~(~¢ Colu~ B I ~d ~) F -$50.~1 - $ I~.~ G -$ I~.~1 - $1.~.~0 H } =$1.~.~1 - ~.~.~ H2 =MoR ~an $5.~.~
( ~ C O I ~= C I ~ d 0 3 1 N
1 ~ " Column C21 U "~k V~ V ~ W -Esama~
E ~$15.1~1 - $$0.0~o
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FINANCIAL DISCLOSURE REPORT
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b l a m e o f P e r , s o . R e p o r t i n g
Szandlsh , Wil l iam L.
D a Z e o f R e p o r t
0 7 / I 2 1 2 0 1 1
VI !. INVESTM ENTS and TRU STS
r--] N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
Desc r i p t i on of Asset s I n c o m e d u r i n g Gr oss val ue a t end Tr ansac t i ons dur i ng r eposi ng per i od
( inc lud in~ t rus t a s se ts ) r epor t i ng per i od o f r e p o f f i n g p e r i o d
(I) (2 ) (I) (2) (I) (2) (3) (4) I~)
Place "(X)" a f t e r each a s se t A m o u a t Typ~ (e . g . , V~lue V a l u e TYI ~ ( e .g~ D a te V a lue G a in Id e n ti ty o f
x empl f r om pr i or d i sc l osur e C o d e I di v . , r en t , C e d ~ 2 M ~ h o d buy, sel l , m m /d d/yy C od e 2 C o d e I b uyer /se l le r
( A - H ) or i n t . ) ( J-P) Cod~ 3 r e d e m p t i o n ) ( J-P) ( A-H) ( i f pr i vat e
(Q-VO (r~nsaction)
171 . -Targ e t Co rp Sold ’ 08/1~10(p~)
1 7 2 . -Textron
173. -Therm oFisher Sc ient i f ic Ine
174. -Time Warner Inc Buy 01/14/10
(add’l)
175. -Time Warner lnc Sold 0 7 / 0 7 1 1 0
176. -Tyco Intl Ltd Sold 09/08/10
( par ~)
177. -Unilever PIC ADR Buy 06/02JI0
(add’l)
178. -U S Bancorp Del Sold 01/26/09 See Section VIII
179 . -V a le SA-Sp AD R
180. -Vertex Pham~acutals Sold 0 1 / 1 4 / 1 0
181 . -V e rtex Pha tm acuta ls So ld 06/25/10
82 . -V i ac o m I n c S o l d O 5 1 1 3 / 0 8 See Sect ion VIII #3
183. -V i sa In c - CI A
184. -Wells Fargo & Co
185. -Wells Fargo & Co
186. -Whir l l~ol Corp
187. -XTO En ergy Inc
So ld
B u y(add’l)
B uy
(add’l )
S o l d
Sold
08/18/10
08/13/10
0 9 / 1 6 / 1 0
I 1/26II0
06il6/10
C" -$2.501 - 55.000
HI =[I,000.001 - 55.000.000
L -$50.001 - $100.0~0
P I =$1.000.001 .
W = E s t im a t e d
H2 -Mor~ than
M -$100.C¢tl - $250.0(~
P 2 - $ 5 . 0 ( ~ 1 , 0 ~ 1 - $ 2 5 , 0 0 0 . 0 0 . )
T - - C r ~ h M a r k e t
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FINANCIAL DISCLOSURE REPORT
Page ! 5 of 103
N a m e o f Person Repor ting I Date of Repor t
Standish, W il l iam L.
1
0 7 1 1 2 t 2 0 1 1
NONE (No reportable income, assets, or transactions.)
A. B. C. D .
D ~ s c r i p t i o n o f A s s e t s Income during G r o s s , , al u e a l m a d Tnansacfions during r~orting period
( in c l u d i n g ~ r u ~ a s s ~ s ) r~ponin8 p~iod o f r e p o r t i n g p e r i o d
(I) (2 ) (I) (2~ (I ) (2) (3) (4) (5 )
Place "(X)" after each assetm o u n t T y p e ( e . g . , V a l u e V a l u e T y p e ( e . g . , D a t e V a l u e G a i n I d e m i ~ y o f
e x m r t p ( f r o m p r i o r d i s c l o s ~ e C o d e I div., ~em,o d ~ 2 M e ~ h o d buy, sell,m / d d ~ y C o d e 2 C o d e l b u y e r / s e l l e r
( A - H ) o~ inl.) (J-P) C ’ o d e 3 r e d e m p t i o n ) (J-P) ( A - H ) lif private
( Q . W ) tran.~ction)
1 8 8 . - D ef en d er s M- S H ed g e F d ’ ( Name C hg F rB N Y / I v y M - S He d g e Fd)
189. -Drt3, fus /Newton Inf l Equi ty
1 9 0 . -Dreyfus Prem St ra t Glbl ST-I (Name ChngTo Sla’ategic Glbl )
1 9 1 . -l sha r es S &P G S C I C o mm o d i t y -l n d
1 9 2 . - S t ra t e g i c G l o b a l S t k Fu n d ( N a m e C h a n g e
Fr Dreyfus Prem St )
1 9 3 . - B N Y / Iv y M - S He d g e Fd ( N a m e C h g T o
D ef en d er s M - S H ed g e F d )
19 4 . -B N Y M e l l o n E m e r g i n g M k t s Fu n d C I M
195. -BN¥ Mel lon In t’l Fund CI M
19 6 . - B N Y M e l l o n M i d - C a p S t o c k Fu n d C I M
1 9 7 . -B NY M el l o n Nai l l n le r m M un i B d F d C I M
1 9 8. - B NY Mel l o n Nai l S / T Mun i B d F d C I M
1 9 9 . -B N¥ M el l o n O p t i ma L / S S t r a teg y F d
2 0 0 . -B NY M el l o n S mal l C ap S t o c k F d C I M
2 0 1 . -B NY M el l o n U S C o r e Eq ui t y
202. Trus t #3 (116 Income In( )
2 0 3 . -B NY M el l o n MM F un d C L M
204. -Accenture Ltd
C Div & In( T
Mon Mkt Inv
Sold
1 ~01/09 See Sect ion VII I
08/31/09 S e e Sect ion V II I #7
: 0 8 / 3 1 / 0 9 See Sec t ion VII I #7
12/01/09 See Sec t ion VII I #7
01/I 1/10
C Se e Se c t io n V l l l # l
I Income Gain Codes : A = $ 1 , 0 0 0 o r I ~ s s B -SI.001 ¯ $2.500 C = $ 2 . 5 0 1 - $ 5 . 0 1 3 0 D = $ 3 . f l O I . $ I . ~ . ( X I O
(See Celun’.n~ BI and IM I F ~ $ 5 0 . 1 X l l - $ 1 0 0 , 0 0 0 G = $ 10 0, 00 l - $ 1.0 00 .0 00 H I -$ 1.0 00 .0 01 - $ 5, 00 0, 00 0 1 1 2
2. Value C~~ J - $ 1 5 . 1 1 ~ 1 o r l e s s K =$1~ .001 - $5 0 .~ L = $ 5 0 . 0 0 1 - $ 1 1 ) ~ . 0 0 0 M
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FINANCIAL DISCLOSURE REPORT
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N a m e o f Person Report ing l D a t e o 1 " R e p e r t
Sta n d i sh , W i l l i a m L.
[
07/12/2011
VII. INVESTMENTS
N O N E (No reportab le income, asse t s , or tran sac t ions. )
A. B. C. D.
D ~ s c r i p ti o n o f A s s c l s Income during Gross value at end T r a n s a c t i o n s d u r i n 8 ~,porting period
( i n c l u d i n g t ru s l a s s e t s ) r t - p o r ti n g p ~ ’ i o d o f r e p o r t i n g I ~ : n o d
(I) (2) ( 1 ) ( 2 ) (I) (2) (3) 14) ( 5 " I
P l a c e " ( X ’ ~ " a f t e r e ~ : h a s s e t A m o un t T y p e ( e g . , Valu~ V alue T y p = ( e . 8 , D a t e V alue G ain I d e n t i ty o f
©xemplfrompriordi~:los-ur= C o d = l div.,rent, C o ~ 2 M e t , ~ x I b~y,s¢ll, m m r d d . ’ y y Cnd~2 C o d ¢ l buyer/seller
(A-H) o r i n t . ) ( J - P ) C o d ~ 3 r e d e m p t i o n ) ( . l - P ) ( A - H } ( i f p r i v a t e
( Q - W ) t r a n s s c t i o n )
205. -Al l iance Data Systems Corp
206. -AIIscr ip ts-M isys Heal theare Solul ion B uy 08/20!10
2 0 7 . -A m er i c an Exp r es s B uy 06/24110
2 0 8. -A m er i c an Exp r es s B uy 07/12/10
(add’l )
2 0 9 . - A mer i p r i s es F i n ’ l I n c
2 10 . -Amg e n ln c S o l d OZ/Ig /10
2 11 . -Amg e n ln c S o l d 0 8 1 1 6 1 1 0
212. -Amylin Pharmaceut icals Inc B uy 05/I I!10
2 1 3 . - A my l i n P har maeeul i ea l s I n e B uy 0 6 1 2 3 1 1 0
(add’l )
214 . -A n ad a rk o P e tro leum C o rp B uy 06/23/10
215. -AOL Ine S o l d 01107/10
216. -Apache Corp
217. -Apple lnc S o l d 01/26110
218. -Apple Inc B uy 04/28/10
(add’l)
2 ]~ , - AT &T In c
220. -Autoliv Inc So ld 09/’23/10
(parl)
221. -Bank of Amer ica Corp B uy 05/I 1/10
(add’l )
I . I~ome Gain t’odc~: A -$1.000 or Icss B ~$1.0~1 - $2,500 C -$2.501
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FINANCIAL DISCLOSURE REPORT
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|
Nxme of Per~oa Repm ’tlug [ Da~e o| Report
Sta n d i sh , W i l l i a m L.
[
0 7 f l ~ " 2 0 1 1
VH . INVESTMENTS and TRUSTS
N O N E (No reportab le income , asse t s , or t ransa ct ions.)
A. B. C. D.
D ~ c r i f l ti o n o f A s - ~ : g s Income during G r o s s v a l u ~ a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
O n c l u d i n g ~ r u s ! a s s e t s ) r e p o a l n g p ~ r i o d of reporting l~riod
tl~ 12) (I) (2) 11 ) (2) 131 14) (5 )
P l a c ~ " I X ) = after ~ch as~t A~t T~ ( ¢ . g ~ V~ V a I ~ T~ (e .g. , D a t ~ Value G ain Idenfi~ o f
exempl from ~ior di~losure C ~ e I div, r~ C~ 2 Me~ ~y, ~11, ~ C~e 2 C~ I ~y~:sel lcr
(A-It) a ~t. ) ( I - P ) C ~ e 3 r~em~ion) ( J - P ) ( A - H ) ( i f p r i v a t e
(~ nan~ction~
2 2 2 . -B an k o f A mer i c a C o r p
2 2 3 . - B l a c k r o c k I n
224. -Capi tal One Financial Corp
225, -Capi tal One Financial Corp
226, -Capi tal One Financial Corp
2 2 7 . - C ar n i v a l C o r p
228. -Caterpi l l ar
229. - C hub b C o r p
230. - C i g n a C o r p
231. -Cisco Sys Inc
232. -Ci sco Sy s ln e
233. - C o c a C o l a C o
234. -Comer ica Inc
Bu y(add1)
So ld
B uy
Bu y
(add’l)
Buy
(add’l)
B uy
B uy
S o l d(par t )
S o l d
S o l d
B uy
0 9 1 1 6 1 1 0
09/17/10
01!22/10
0 7 1 1 2 1 1 0
1 0 1 0 5 / I 0
07/07/10
06/21110
03/08/10
I I/17/10
05/1 I/IO
09114/10
235.
236.
,237.’ : 2 3 8 .
-Concophi l l ips
- C u m m i n s I n c
. C V S / C ar emar k C o r p
- C V S / C ar emar k C o r p
S o l d( p a n )
S o l d
(par t )
S o l d( p a n )
09/I 0/10
01/13/10
06/24/10
I . Income Gain (’odc~:
! g e e Co lum m BI a n d I )41
2. Value
( S e e ( ’~ d t u ~ n ~ C I a ~ D 3 )
E -’$ 5 . 0 0 1 - ~ , 5 0
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FINANCIAL DISCLOSURE REPORT
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Name af Pe~ea Rq~rllng[
Date of R e p o r t
Standish, William L.
]
07 / I ~ ’2 011
V I I . I N V E S T M E N T S a n d T R U S T S - i. .. o, . i ., , , ,~. , . .lo. , and.~,s ,koJ, o/spo.e ,~ ~ e~.~ e., children ; see p p . J 4 - 4 0 Of filing instr.cfion~)
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
Dc ., ~i pt i on of As.~t s I n co me d urin g G ro ss va lue a t e n d T r a n s i t i o n s d u r i n g r e p o r t i n g
(~l~ing ~ ~e~) ~ing ~ of ~ing
OI (2) O) 12) (~ ) (2) ~3) ~4) (5)
Place "(X)" after ~h a~el A~I T~ (~ g., Va~e Val~ Ty~ (e.g., Dat~ Val~ Oa~ Id~tity of
exempt ~m pri~ ~1o~ ~e I di v . , r en t , C~ 2 Me~ ~y, sell, mmt~’~C~ 2 C~e I b~/~ller
( A - I I ) or ~1.) O-P) C~ 3 ~emption) (I-P} (A -H) (if p n v a {c
( Q - W ) ~umction)
2 3 9 . - C V S / C a r em a r k C a r p
2 40 . - D an aher C ar p
241. -Directv Group Inc
2 42 . - D uP o n t E l D e Nemo ur s
2 4 3 . - E M C C o r p M a s s
2 4 4 . -E M C C o q ~ M a s s
2 45 . - En er g i ze r H o l d i n g s
2 46 . - Exe l o n C ar p
2 47 . - Exxo n Mo b i l C ar p
2 48. - Fed ex C ar p
249. -First Horizon Natl Carp
2 5 0 . -F o r d Mo t o r C o
2 5 1 . - Fr an k l i n R e s l n c
2 5 2 . - G A P [n c
2 5 3 . - G A P I n c
254. -General Electr ic Co
2 5 5 . - G o o g l e I n c
So ld 08f20/10(parO
So ld 01/I 8/08
Buy 04 / 28 /10
(add’l)
Sold I0/05/10
( p a r t )
Buy I Ill8/10
Sold 08/2 7 /10
So ld ,06/21il0
Sold 01 /2 2 /10
Buy ~:11/26/10
B uy 01/15/10
( a d d ’ l )
S o l d 07/12/I 0
S e e S e c t i o n V I I I # 3
E - $ 1 5 . 0 0 1 - $50.01J0
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FINANCIAL DISCLOSURE REPORT
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N a m e o f P e r so n R e p o r t i n g
Standish, W il l iam L.
D a t e o f R epo r t
07/12t2011
V I I. I N V E S T M E N T S a n d T R U S T S - i~o,e, ~ o ~ . , , t . . ..¢ n o n , ( I n c l u d e s t h o s e o f ~ o u s e a n d d e p e n d e n t c h i l d r e n : s e e p p . 3 4 - 6 0 o / f il i n g I n s t n t c t io n . g )
N O N E (No reportable income, assets, or transactions.)
A, B. C. D.
D e s c r i p t io n o f A ~ s e t s Income during Grons value at cad T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
(including trust abets) r e p o r t i n g p e r i o d of reporting i~riod
11) (2) (I) (2) (I ) (2) 13) (4) (5 )
Place "(X)" after och asset A n ’ t a u n t T y p e l e .g . , Value V alue T y p e ( e . g . , D a t e Value Gain [ d e n t i l ’ ] o f
exempt from prior di~losur~ Code I div., r e n t , C o d e 2 M e t h o d buy, sell. mm/d~yy Code 2 Code I buys!se lle r
( A - H ) or i n t . ) ( J - P ) Code 3 rcd~m plion) ( J - P ) ( A - H ) (ifprivate
( Q - W ) t r a n s ~ c t i o n )
256. -Hal l (burton Co
2 5 7 . - H ess C o r p
258. -Hewlct t Packard Co
2 5 9 . -H o me D ep o t l n c
2 6 0 . -H o me D ep o t l n c
261, -Honeywell Ing l In c
262. -Hospira Inc
2 6 3 . - H uma n G en ui n e S c i en c ~ ] n c
2 64 . - IBM
265. -In format(ca Corp
266. -Juniper Networks lne
2 6 7 . -J P Mo r g an C hase & C o
268. -Kbr
269. -Limited Brands In¢
270. - M c K e s s o n C u r p
271. -Medtronic Inc
272. - M e r c k & C o I n c
Sold 08/17/10
Sold 05/25/10
(p aa)
Sold 06/02/10
( p a r t )
B uy 12/08/09
B uy 08/16/10
( ad d ’ l )
B uy 08/19110
S o l d 01/! 1/10
S o l d 09/I 6/10
S o l d ! 1/26/10
( p a r t )
B uy 1 01/08/10
(add’l )
S o l d 0 9 1 2 3 1 1 0( p a r t )
S e e Seclion Vlll
I . Income Gain (’odes :
I ScColumns B I and IM )
2 V a l u e C o ~ s
{ , S e e U o i u m r a ~ I a~ DJ)
3 V~ue Mc~
B =$1.001 - $ 2 . 5 0 0 =$2.501 - $5.000
I =$1.000,0¢1 , $3.000.0¢0
-$50,001 -
P } =$1.000.001 - $5.0~).0~0
P 4 - M o r e l h t n $ 5 0 . 0 O O . 1 ~ O
W = E s t i m a t e d
E ~ $ I 5 . 1 ~ 3 1 -
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Page 20 of 103
N a m e o 1 ’ P e r s o n R e p o r t i n g
Standish, W IIl i tm L.
Date of Report
0 7 t l 2 1 2 0 1 1
V 1 1 . I N V E S T M E N T S a n d T R U S T S - i.¢o=¢. ,,a,,., r,..,,,,,,.a,,,,, a,,ct,a,~ ,,.. o~,~.~ ~,uz,-..t,,,. a,,,Z,e,,~ .. z,z,..~*-~ ofliting imtrm.’aons.)
NONE (No reportab le income, c t~set s , or tran sac t ions. )A. O. C. D.
D escr ip t ion o f A sse t~ I n c o m e d u r i n g Gro~ v a lue I t end T~nm~o~ during ~ning
( inc lud ing ~ st as~ts~ reining pefi~ of ~ing ~
(D (2) it) (2) it) (2) O) 14)
Place "(X)" after ~ch as~t Am~t T~ (e.g., Val ue Val~ T~ (e.g., D a te V a lue G~in Id~tiW of
e x e m p t f r o m p r i o r d i ~ l o s u r e C~e I d iv . , ~ nL C~ 2 Me~ b~, ~11, m~d~ C~2 C~ I
( A-H) or in t . ) ( J-P) C~ 3 rt~ption) (J-P~ ( A-HI
trt~cti~)
2 73 . -Micro so f t Carp
274 . -Mo rgan Stan ley
275. -Motoro la Inc
2 7 6 . -New el l R ub b er m ai d I n ¢
2 77 . -N e ws Ca rp In c
278. -Nextera Energy
279. -Nordst rom
280. -Nordst rom
281. -Norfo lk Southern C arp
282. -Occiden tal Pet ro Carp
2 83 . - O mn i c o m G r o up l n c
284. -Oracle Co,p
285. -Parker Hannif in Carp
286. -Pepsico Inc
287. -Pfizer lnc
288. -Phi ll ip M orr i s
289. -Praxir Inc
B uy 01/26/10
(add’l )
B uy 08/17/10
B uy 09/23/10
Buy 08/27/10
Buy 07/12/10
Buy 08/12/10(add’l)
Buy 06/16/I 0(add’l)
B uy 10/05/10
add’ l )
S o l d 06/24/I 0
1. Income Ga la { . ’odes :
2 . V a l u e C ~ ¢s
E =$15.DOI -
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FINANCIAL DISCLOSURE REPORT
Page 21 of 103
|Name of Person Report ing I D a t e o f R e p o r ~
Sta n d i sh , W i l l i a m L.
]
07/12/2011
VII. INVESTMENTS and TRUSTS
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
Description of As~ts Income during G r o ~ v a l ue a t ~ T ra n sa c t io n s d u n n g ~ n g
(including t~ asse~s) ~aing ~i~ of r~ni~ ~
(I) (2 ) (I) {2) (I ) (2) (3) ~4)
Ph~ "(X)" ~fler ~ch a~t Am~n~ T~ (~.g . . V a lue V a lue T~ (e .g. , D~ Val~ Gain Id~fi~ of
exc mp l ~ m p f i ~ d i ~l o ~ e C~e 1 div., ~nk C~ 2 M¢~ ~, ~ll, m~d~ C~ 2
( A - H ) o r in t . ) ( J - P ) C~ 3 ~ e m p f i o n ) O-P) (A-H) { i f p r i v a t
( Q - W )
2 9 0 . . P ro ~le r & Ga m b le Co
291. -Publ ic Svc Enterpr ise Group lnc
2 9 2 . .P ub l i c S v c En t e r p r i s e G r o up I n c
2 9 3 . - Q ua lc o mm I n c
2 9 4 . - Q ua l c o mm l n c
2 9 5 . -Q ua l c o mm [n c
2 9 6 . -Q ua l c o m m
297. -Raytheon Co
2 9 8 . -Sch wa b Ch a r l e s C a rp N e w
2 9 9 . -S emp r a En er g y
3 0 0 . - Tar g e t C ar p
301. -Textron Inc
302. -ThermoFisher Scientific Inc
303. -Time Warner
304. -Time Warner Inc
305. -Tyco inll L~d - W/I
306. -Uni lever PLC ADR
Bu y 0 1 t 0 8 1 1 0
B uy 05/25/10( a d d ’ l )
B uy 01/11/10
( ad d ’ l )
B uy 03/08/10
( ad d ’ l )
So ld 04/28/10I
B uy 0 8 / 1 6 / 1 0 ~
( a d d ’ l )
So ld 01108/10
So ld 08/12/ I0
(p~)
B uy 01/14/10
( ad d ’ l )
So ld 07/07/10
(part)
So ld 09/08/I 0
(part)B uy 106/02/10
(add’l )
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FINANCIAL DISCLOSURE REPORT
Page 22 of 103
N a m e o f P e r so n R e p o e l l n ~
S{andish , Will iam L
Date of Report
0 7 / 1 2 1 2 0 1 1
VII. INVESTMENTS and TRUSTS
N O N E (No reportab le income, asse t s , or tran sac t ions. )
A. B. C. D,
I ) , . - s c n p t i o n o f A s s ~ t . s Income during Gro~s valu~ at ~ T r a n s a c t i o n s d u r i n g r ~ n o z l . i n g p e r i o d
(including trust assets) r e p o r t h a g p ~ r i o d o f r e p o t a i n g p e r i o d
(I) 1 2 1 (I) (2) (I) (21 (3) 14) (5 )
P l a c e " ( X ) " a f te r ~ c h a s s e t Am o un t Ty pe (e.g . V a lu e V a lu e TyI~ (e.g., D a t e V a lu e G a i n Identity of
e x e m p t f r o m p r i o r d is c l o s u r e Code I d i v . , r e n t . C o d e 2 M e t h o d buy, gll , m m / d ~ ’ y y . Cod e 2 Code I b ~ T e f ! s e l l e r
(A-H) o r i r a , ) { J - P ) C o d e 3 r o d = m p t i o n ) ( J - P ) ( A - H ) (if pdvate
( Q - W ) t r ans it ion)
3 07 . -V a le SA-Sp AD R
308. -Veretex Pharm aceut icals Inc
309. -Verctex Pharmaceut icals Inc
3 1 0 . - V i sa l n c C I A
3 1 1 . -W el l s F ar g o & C o New
3 1 2 . - W e l ls F a r g o & C o N e w
313. -Whir lpool Corp
314. -XTO Energy Inc
315. - D ef en d er s M- S H ed g e F d ( Name C hg F r o mB N V M - S H e d g e F d )
3 1 6 . - D r eyf us Mi d C a p I n d ex F d
317. -Dreyfus]Newton Intern Equi ty-I
3 1 8. -I sha r es S &P G S C I C o m mo d i t y- l n d
S o l d( p a r t )
S o l d
Sold
Buy
(add’l)
Buy
(add’l)
Sold
Sold
01/14/10
06/25/10:
08/18/10
08/13!10
09/16/I 0
11/26/10
06!16/10
12/01/09
319. - I v y M - S He d g e Fd ( N a m e C h g T o B N Y M -
S H e d g e Fd )
3 2 0 . - S t r a teg i c G l o b a l S t o c k F un d
3 2 1 . - B NY H ami l t o n G l b l R ea l E s t a t e
3 2 2 . -B NY M el l o n Emer g i n g M k t s F un d C I M
323. -BN¥ Mel lon In t’l Fund CI M
So ld
03/31/08
09/15/08
Se e Se c t io n V l l l # 7
S ee S ec t i o n V I I I # 7
See Sect ion VIl l #3
E =$15 .0OI - $5 0 .~
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FINANCIAL DISCLOSURE REPORT
Page 23 of 103
N ~ m e o f Pt’~o~ ReporTing
Standish, W il l iam L.
Date of R e p o r t
07/12/2011
N O N E (No reportab le income , asse t s , or t ransa ct ions.)
A. 13 . C. D.
D escr ip t ion o f A sse ts I n c o m e d u r i n g Gr oss val ue a t end "l’raosac t io ra dur ing repo r t ing pe r iod
( i nc l udi ng t r ust a~ets) reporting period ot’rt-por6ng period
O) (2) (I) (7) (t) (2) (3) (4) (5)
Pl ac e "(X)" after each as~t A m o u n t Type ( e g . . Val ue V a l u e Ty~ (e.g., D ale Val ue G ain I d m l i t y o f
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d iv ., re n t, C o d e 2 M e t h o d b~,, s~ll , mm/dd /y’y C o d e 2 C o d e I buyer/seller
( A-H) o¢ in t . ) ( J-P) C o d e 3 r e d e m p t i o n ) (J-P) (A -H) (if p r iv a te
{ Q - w ) tra~.~ction)
3 2 4 . - B NY Mel l o n Mi d C ap S t o c k F d C I M
325.
326.
-BNY M-S H edge FD (Name Chg ToDefenders M -S Hedge Fd)
-BNY Mel lon Nat l Inform Muni Bd Fd CI M
12/01/09 Se~ Sec t on VII I # 7
M D See Secuon VIll #1
3 2 7 . -B NY M el l o n Nat l S /T M un i B o n d F d
’ 3 2 8. -B NY M el l o n O p t i ma L ! S S l r a t eg y Fd L L C
3 2 9 . -B NY M el l o n S mal l C ap S t o c k F un d C I M
3 3 0 . - B NY Mel l o n U S Eq ui t y C o r e
3 3 1 . Trus t #4 (1/6 Income lot )
, 3 2 . - B NY Mel l o n M M F un d C I M
333. -AT&T In c
134. -Accenture Lad
3 3 5 . - A e t n a I n c
: 3 3 6 . -Al l iance Data Sys Corp
¯ 3 3 7 . -AIIscr ipt s-Misys Hea l thcare Solut ion
338. -Amer ican Express
! 33q. -Amer ican Express
340. -Amerpr i se Finl Inc
D Div & lo t 0 T
M o n M k t I n v
S o l d
S o l d
B uy
B uy
B uy
( a d d ’ l )
01/11/10
06/18/09
08/20110
o6/24/10
07i l2 /10
See Sect ion VII I #3
I. Inccn~te Ga in Ct ides : A ~t 1,00O or less B ~ $ 1 ,0 0 1 - $ 2 . 5 0 0
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FINANCIAL DISCLOSURE REPORT
Page 24 of 103 Sta n d i sh , \ V i l l l a m L.
[
0 7 / 1 2 1 2 0 1 1
N O N E (No reportab le income, as se t s , or t ransa ct ions.)
A. B. C. D.
D e s c r i p t io n o f A s s e t s Income during Gross value a! end T r a n s a c t i o n s d u r i n g r e p o r l i n g I : ~ r i o d
(including t m s ~ a s s e t s ) t ’ ~ - - p o r t i n g I : ~ n o d orr~lxming period
(I) (2) (I) (2) (I ) (2) (3) (4)
P l ~ c e " ( X ) " a f l ~ " e a c h a s ~ , ~ t A m ou nt T y p ~ ( g . , Value Value T y p ~ ( e , g . , D a t e Value Gain I d e n t i 0 , o f
e x e m p t f r o m p r i o r d i ~ : l o s ~ r ¢ ~ode I d i v . , r e n t , C o d e 2 M e t h o d b~y. sell. m m ~ d d , ’ y y Code 2 C O d e I buyer/relier
(A-H) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) ( A - H ) { i f p r i v a t e
( Q - W ) ~n~action)
3 4 1 . - A m g e n I n c
3 4 2 . - A m g e n I n c
3 4 3 .
3 4 4 .
3 4 5 .
.Amylin Pharmaceuticals Inc
-Amylin Pharma ceuticals Inc
-Anadarko Petroleum Corp
S o l d 02118/10
(part)
S o l d 08/16¢10
B uy 05/1 I/I 0
B uy 06/24/10
( a d d ’ l )
B uy 0 6 1 2 3 1 1 0
3 46 . - A O L I n c So ld 01/07/ I0
3 47 . - A p ac he C o r p
348. -Apple In,"
3 49 . - A p p l e I n c
: 350. -Auto l iv lnc
I 3 5 1 . - B a n k o f A m e r i .. a C o r p
3 5 2 . - B a n k o f A m e r i c a C o r p
353. -Blackrock Inc
S o l d 01/26/10
(par t )
B uy 04128/10
(add’l )
S o l d 09/23/I 0
( p a n )
B uy 05/I 1/10( a d d ’ l )
B uy 09II 6/10
(add’l )
S o l d 09/17/10
354. -Capi tal One Financial Corp
355. -Capi tal One Financial Corp
3 5 6 . - C a p i t a l On e F i n a n c ia l C o r p
3 5 7 . - C ar n i v a l C o r p
B uy 01/22110
B uy 07/I 2/I 0
( a d d ’ l )
B uy 10/05/I 0
(~d’OB uy 07/07/10
2. V a l u e
3 Value M e t h o d Cod~s
(S~’~ C o l u m n
A = $ I , Q O 0 ~ los
F=$50,001 - $1o0,00~
J "$15,0~ or Ics~,
p) =$2 5,0~),001 -
O =Ap l
U = B ~ o k V a h ~ ¢
C ’ = $ 2 , 5 0 1 .
L ~ - $ 5 0 . 0 0 1 . $ 1 0 0 . 0 0 0
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FINANCIAL DISCLOSURE REPORT
Page 25 o f 103
Nam e of Pe.oa Rt~or’f lng I Date o f Report
Standish, William L.
I
0 7 ; 1 2 / 2 0 1 1
Vii. INVESTM ENTS and TRUSTS
N O N E (No reportab le income, asse t s , or tran sac t ions. )A B. C. D.
[X-scr i p l i on of Asse |~ I n co me d urin g G ro s~ va lue a t e n d T m s a c t i o n s d u r i n g r ~ p o r t i n g p c ’ n o d
( inc lud ing mas t a~sets) r e p o s i n g p e r i o d of r epoai ng p c .r iod
(I) (2) (I) (2) (I) (21 131 14) (51
Place "(X)" a f t e r each a s se t A m o t m t TyIx (e.g., Val ue V a lue T yp o (e .g ., D ate Val ue G ain I dent i t y of
e x e m p t f r o m p r i o r d i s c l o s u r e C o d e I di v . , r en t , C o d e 2 M e tho d b uy. s e l l, m r a ! d d / y y C o d e 2 C o d e I buyet / s¢ l l er
(A-|I) o r a n t ) ( J-P) Cod~ 3 r c dunpl i on) (J.P) (A -H) (if p r iv a te
(Q-W) t ransac t ion )
358. -Caterpillar Inc
359. -Chubb Corp
360. -Cigna Corp
361. -Cisco Sys Inc
362. -Cis¢o Sys In
363. -Coon Cola Co
364. -Comerica Inc
365. -Concophillips
366. -Cummins lne
367. -CV S/Carem ark Corp
368. -CVS/Caremark Corp
369. -CVS!Caremark Corp
370. -Danaher C o r p
3 7 1 . -Defenders M-S Hedge Fd (Name Chg
BNY/Ivy M-S Hedge Fdl
372. -Defenders Multi-Strategy Hedge Fund LLC
3 73 . -Du Po n t E l De N u mo u rs
374 . -EM C Corp Mass
B uy O6/21/10
So ld 03/08/I 0
(part)
So ld 11/17/10
(par t )
S o l d 0 5 1 1 I 1 1 0
B uy 09/14110
Sold 09/10/10
(part)
Sold 01!14/10
(part)
S o l d 06, r 24 / I 0
( p a n )
S o l d 08/2 0 / I 0
S o l d(part)
1 2 1 0 1 r 0 9
LI/18/IO
Buy 04128/10( a d d ’ l )
See Section VIII ~7
I Income Gain ( . ’odes ; A ~ $ I . fl O O n r l e s s Pt = $ 1 . 0 0 1 - $ 2 . 5 0 0 C =$ 2.501 - $5.000 D = $ 5 , 0 0 1 - $ 1 5 . 0 O O
(gee Col~rm$ O I and D4 ) F ~ $ 5 0 . 0 0 1 - $ I 0 0 . 0 0 ~ 1 G =$ 1 0 0 . 0 ( I I - $ I . f l O ~ . 0 O O H I - $ I , O O O . O 0 1 - $ S , O 0 0 . 0 0 0 H 2 o M i t© I h ~ n $ 5 , 0 0 0 . O 0 0
2 Value (.’od~s J ~115,000 o r less K *$1~.001 . $50:300 L ~$ $0,001 . $100,000 M - $ 1 0 0 .1 0 0 1 . $ 2 5 0 , 0 0 0
Cge-: t’olumnt (’1 and DJI N ~ $ 2 5 U . 0 0 1 -
P 3 - $ 2 5 , 0 0 0 . 0 0 1 - $ 5 0 . 0 0 0 . 0 t ’ ~ O P 4 = M o r e t h a n $ 5 0 . 0 0 0 . 0 0 " 1
3. Valur Method Corks Q = A p t - c a i s a IR ~ .’os t t rea t Es ta te O ~ l y ) S =As.~ssmcnt T = C a s h Market
( S e e (oltuma 12) U ~B~,k \’alu¢ V -O~her W =E~timated
E -$15.(101 - $50.000
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FINANCIAL DISCLOSURE REPORT
Page 26 of 103
N u m e o f P e r s o n R e p o r t in g
Standish, Wil l iam L.
Date of Reporl
07/12/201
NONE (No repor tab le incom e , a sse t s , or t ransa c t ions .)A. B. C. D.
D~cription of A ssets [neons: during Gr~s value at end T r a n s a c t io n s d u r i n g r e p o r t m 8 l ~ r i o d
(including trust asset~) r t . p o r t i n g p m ’ i o d o f r e p o r t i n g p e r i o d
(I ) (2 ) (I) (2) (I ) (2) (3) (4) 15 )
Place "(X)" after each ~ s c t A m o u n t T y p e ( e . g . , Valu~ Value T y p ~ ( e . g . , D a te Value Gain I d e n t i t y o f
exempt from p rior disclo~re Code I d i v . , r e n t . Code 2 M e t h o d buy, sell, mm/dd/yy C o d e 2 C O d e I buyer/seller
(A-H) o r i r a . ) ( J - P ) C o d e 3 r e d e m pt i o n ) ( J - P ) ( A - H ) O f p r iv a t e
( Q - W ) t r a n s a c t i o n )
375. -EMC Corp blass
376. -Energizer Holdings
3 7 7 . - E x e l o n C o ~
378. -Exxon M obi l Corp
3 7 9 . - F e d e x C o ~
i 380. -First Horizon Nat’l Corp
381. -Ford Motor Co
i 382. -Franklin Res Inc
i383. -G~plne
i384. -G-pine
3 9 5 . oGener~l Electric Co
3 ~ 6 . -Google |he
3 8 7 . -|talliburt~n Co
39 8. -Hess Corp
3 8 9 .-Hewlett PackardCo
i 390. -Home Depot ln c
3 9 1 . -Home Depot Inc
Sold 10/05/10( p a r t )
B u y I 1 / 1 8 / 1 0
So ld 08/27/10
So ld 0 6 1 2 1 1 1 0
So ld 01/29/10
B uy 11/26/10
B uy 01/15/10
( ad d ’ l )
So ld 07/12/ i0
So ld 08117fl 0
Sold 05/25 / I 0
(part)Sold O6/02/10
(part)
2 . V a l u e C e d e s
$2.500
=$~.~1 - $1.~.~
D -$5.0~1 - $ 1 5 . ( X I O
P 2 - $ 5 . 0 0 ( I . 0 0 1 -
E = $ 1 5 . 0 0 1 - $ 5 0 . 0 ~ 0
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FINANCIAL DISCLOSURE REPORT
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Ntme ot Per+o. Rt, portlng
Stn n d i sh , W i l l i a m L.
N O N E (No repor tab le income , a sse t s , or transa c t ions .)
D ~cr ip r io n o f A s s e ts ln c¢ rrm d urin g
(ineloding tn~t a~ts) ~ing
(I)
Place "(X)"
~xc~t ~om ~ di~lo~ C~ I di v . , r en t ,( A-H) or i n t . )
Gro~* value a t en d
of r epor t i ng per i od
(I) (2)
V a lue V a lue
C o d e 2 M e t h o d
( J-P) Cod~ 3
(I)
TyI~ (~.$.,
r ~ d ~ m p t i o n )
dur ing ix’po r t ing pe r iod
(’2.) (3) (4)
Dat e V a l u e G ain I dent i t y of
m m / dd /y y C od e 2 C o d e ! buy~’/$el l~
(J-P ) ( A -H) ( i f pr i vat e
t m n ~ c t i o n )
392. -Honeywdl Int’ l lnc
393 . -Hosp i r~Inc
394 . -Human Gen ome Sciences Inc
395. -IBM
3 9 6. - In fo rrn a t ica C o rp
Buy 02/I 8/10
(add’i)
Buy 08/16/10
(add’l)
B u y 08/19/10
397. -JP Morga n Cha~ & Co
398 . - Jun iper Networks Inc S o l d 01111/10
399. -Kbr Ine S o l d 09/16/10
400. -Kraf t Foods Inc S o l d 08/03~07
401. -Limi ted Brands Inc
402. -McKesson Corp
403 . -Med t ro n ic In c
S o l d 1 1 / 2 6 / 1 0
( p a r t )
B u y O l / O S / l O
( a d d ’ l )
40 4 . -Mer c k & C o I n c
40 5 . - Mi c r o so R C o r p
40 6 . -M o r g an S t an l ey
S o l d 0 9 1 2 3 1 1 0( p a r O
B u y 01/26/10(add’l)
40 7 . -M o sa i c C o
408. -Motorola Inc
S o l d 04/17/09
B uy 08/17!10
S ee S ec t i o n V I I I # 3
See Section VIII #3
A ~ $ 1 , 0 ( I 0 or less
F =550.001 -
J = $ 1 5 , 0 0 0 or le ss
N = $ 2 5 0 . 0 0 1 .
Q
D -$5.001 - $ 1 5 . 0 ~ 0
1 1 2 ~ M o r ¢ t h a n
M -$100.001 -
P2 -$L000.0OI
T =f.’ash Mark~
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FINANCIAL DISCLOSURE REPORT
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N a m e o f P e r so n R e p o r t i n g
Standish, Wil l iam L.
Date of Rep~ r~
07/1~J2011
N O N E (No reportable income, assets, or transactions.)
A. B. C, D.
D ~ c r ip t i o n o f A a s e t a I n c o m ¢ d u n n g Gro~ va~ at ~d T~acfi~ ~ng ~ning
(inclu~ng trus t a~) ~ing p~ of ~ing ~
O) (2) (t) (2) (I) (2) (3) (4) (5 )
Place "(X)" a~r och ~g~t ~unt T~ (e.g., Val ue Va~ ~ (e.g.. ~te Val ue ~in Id~,i~ of
exempt t~om wior die.sine C~I div., ~ C~e 2 Me~ ~y. ~11, m~ C~e 2 C~e 1 buys/ se l l er
(A- H) or int .) (J-P) C~ 3 ~mpt~n) ( J-P) (A-~ (if wi~xe
( Q - W ) t ~nsac t i on)
409. -Newel l Rubberm aid lnc Buy 0 9 T 2 3 / 1 0
410 . -News Co rp In c
411. -Nexter a E nergy Inc Buy 08,27110
412. -N~dstrom Buy 07/12/10
413. -Nor&qtrom B u y 08!12/I 0(add’l)
414. -Norfolk SouthernCorp
415. -Occidental Petro Corp B u y 04,28/10
416 . -Occid en ta l Pe t ro Co rp Buy 06/16/10(add’l)
417 . -Omn ico m G ro u p In c
418. -Oracle Corp Buy 10/05/10(add’l)
419 . -Park er Han n i f in Co rp So ld 06/24 /10
420. -Pepsico Inc
421. -Pfizer
422. -Phillip Morris
4 2 3. - Pr a xa i r I r~ c
424. -Proct e r & Gam ble Co
425. -Public Svc Enterprise G roup lnc B u y 01/08/10
Gain (’o~:s : A
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N a m e o f P e r s o n R e p o r t i n g
Standish, Wil l iam L.
D a t e o f R e p o r ~
07/I 2/2011
NONE (No reportable income, assets, or transactions.)
A. B. C. D.
Description of Asse~ Income during Gross value at cad T r a n s a c t i o n s d u r i n g r e p o r l i n g p e r i o d
(including trust assets) r e p or t i n g p er io d o f r e p or t in g p er io d
(I) (2) (I) (2) (I ) 12) 13) 14)
P l a c e " ( X ) " a f te r e a c h a s s e t A m o u n t T y p e ( e . g . , V alue V alue " l ’ y p ~ ( g ~ D a t e Value Gain I d c n t iO , o f
e x e m p t f r o m p r i o r d is c l o s u r e C ode I d i v . , r e n t , Code 2 M e t h o d buy, sell, m m / d d , ’ y y Code 2 Code I b u y e ~ / s e t t e r
( A - H ) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) 1 A - H ) ( i f p r i v a t e
(Q-¢O t r a n s a c t i o n )
426 . -Public Svc Enterprise Group In c B u y 05/25/10
{add’l)
427. -Q ualcomm Inc Buy 01/11/10
{add’l)
428. -Qua/comm lac Buy 03/08/10(add’l)
429. -Qu alco mm In c So ld 04/28/10( p a a )
4 3 0 . - Q u a l c o m m I n c Buy 0 8 / 1 6 1 1 0
(add’l)
431. -Raytheon Corp
432. -Schwab Charles Cor p
433. -Sem p ra E n e rg y S o ld 01/12/10
434. -T arg e t C o rp S o ld(par t )
435. -Textron lnc
08/12/10
436. -Therm oFisher Scientific Inc
437. - T im e W a r n e r ]n o B u y 01/14/10
( a d d ’ l )
438. -Tim e W arner Inc So ld 07 /07 /10
( p a r t )
439. -TJX Cos Inc S o l d 12/09/08 See Section Vlll #3
440. -Tyco Int ’ l Ltd S o l d 09 /08/10
( p a r t )
441. -Unil¢ver PLC ADR B u y 06/02/10
( a d d ’ l )
442. -Vale SA-Sp
I . lace,me Gain Codes : A = $ 1 . 0 ~ 0 o * l e s s B =$1.001 . $2.500 C ~$ 2 .5 0 1 - $ 5 .~ . D = $ $ .~)t - $ 15 .~
(~¢ Co lm ~m s CI a n d O3 ) N -$2~.~1 - $~.~ O =$~.~1 - S I.~.~ Pl =Sl.~.~l - 15.~.~ P2 ~$5.~.~1 - $25.~.~1
3. Value Met~ C~s O -A~ai~l g <’~ {R~I Es~¢ ~ly) S =A~t T ~ a~ h
E -$15.u01 -$50.000
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FINANCIAL DISCLOSURE REPORT
Page 30 of 103
N a m e o f P e r , ~ o n R e p o r t in g
Standi$1~ William L.
Date of R e p o r t
07/I)~2011
N O N E (No reportab le income, asse t s , or tran sac t ions. )
A. B. C. D.
Desc r i p t i on of Asset s I n co me d urin g G ro s s v a lue a t en d "l’ransac~iom d ur ing rq~ or t ing pe r iod
(ir~cluding tr tt~t assets) repo r t ing pe r iod of r epor l i ng per i od
(I) 121 (I) {2) (I) (2) (3) (4) (5)
Pl ac e " ( X) " a / ~c r eac h asse l A m o u n t Typ~ ( e .g . , V a lue V a lue Type ( e . g . , D a le V a lue G ain I dent i t y of
e x e m p t f r o ~ p r i o r d i s c l o s u re C o d e I di v . . r en t , C o d e 2 M e t h o d buy, ~11, m m l d d / y y C o d e 2 C o d e I buycr/selk’r
( A-H) o r i n t ) (J-P~ C o d e 3 r ~dempt i on) ( J-P) (A-I t ) ( i f pr i vat e
( Q - W ) transaction~
443 . - V er e t exP har m ac eut i ca l s l n c
444 . . V er e t ex P har m ac eut i ca l s I n e
445 . - V i s a I n c - CI A
446 . - W el l s Far g o & C o N ew
447 . - W el l s Far g o & C o N ew
448. -Whir lpool Corp
449. -Xto Energy Inc
45 0 . - B NV H ami l t o n G l o b a l R ea l Es t - 1
45 I . -B N¥ I v y M- S H ed g e F d ( Name C hg ToD ef en d er s M- S H ed g e F d )
452. -Dreyfus Basic S&P stk Index
45 3 . - D r ey fus M i d C ap I n d ex F un d
45 4 . -i sha r es S &P G S C I C o m mo d i t y I n d Tr ad e
455. -Stra tegic Glbl Stk Fd
45 6 . -B NY M el l o n Emer g i n g M k t s F un d C I M
45 7 . - B N¥ Mel l o n I n t ’ l F un d C I M
45 8. - B NY Mel l o n M i d C ap S t k
4 5 9 . -B N Y M e l l o n N a t l I n t e r m M u n i B d Fd C 1 M
So ld 01/14/10
(par t )
So ld 06/25/10
So ld 08/18/10
B uy 08/13/10
(add’l )
B uy 09/16/10
(add’l}
So ld 11!26/10
So ld 06/1610
So ld 09/15/08
12/01/09
Sold 02/07107
See Section VIII #3
See Section Vlll #7
See Section VIII #3
I . I n , ,m e C o i n C o d e s : A = $ 1 . 000 or Ic~ gt - $ 1 . 001 - $ 2 . 5 00 C "$2.~1 - $5.~ D =$5.~1 - $15.~
P3 -$25.~.~1 - ~.~.~ P4 =M~ than
E ~$15.001 -
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FINANCIAL DISCLOSURE REPORT
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Name o[ Person Reportls~
Sta n d i sh , W i l l i a m L.
D a t e o r R e p o r t
07/12/2011
VII. INVESTMENTS and TRUSTS
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
D e s c r i p t io n o f A s s e t s Income during Gross value at end T r a n s a c t i o n s d u r i n g r e p o ~ . i n g I X ~ t io d
( i n c h ~ d i n g t r o x l a s s e L s ) r e p o r t i n g p t - d o d of reportin8 p c n n d
(I) !2) (I) 12) (I) (2) 13) (4) (5 )
P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e { e . g ~ Value Value T y p e ( e . g ~ D a t e V alu~ Gain I d e n t i ty o f
e x e m p t f r o m p r i o r d i s c lo s u r e C ode I d i v . . m o t , C o d e 2 M e t h o d b u y , s ~ l l , m m . ~ d d / y y C o d e 2 Code I buyer/seller
{ A - H ) o r i n t . ) ( . I - P ) Code 3 r e d e m p t i o n ) L I - P ) ( A - H ) ( i f p r i v a t e
( Q - W ) t r a n s a c t i o n )
46 0 . -B NY M el l o n Nai l S T Mun i B d F d C I M
461. -BNY Mel lon-New, on Int l Equi ty Trade(Name Chg To Dreyfus)
462. -Dreyfus/Nevaon lnt l Eq ty 0qame ChangeFr B N Y M e l l o n -N e w t o n )
46 3 . - B NY Mel l o n O p t i m a L / S S t r a t eg y F d L L C
4 6 4 . -BNY Mel l o r t S mal l C ap S t o ck F un d C I M
46 5 . -B NY M el l o n U S C o r e Eq ui t y
466. Custody Acct #1 (100% Interes t )
4 67 . -P N C P A T a x E x e m p t M M Fu n d # 4 2 4
468. -Abbot t Laborator ies
469. -Abbot t Laborator ies
470. -Agi len t Tech Ine
47 1 . - A mer i c an Exp r es s
472. -Automat ic Data Processing
47 3 . - B J W l n c ( S C o r p ) A l exan d r i a , V
474.
475.
476. -Front ier Comm
-E merso n E lec tr ic Co
-Exxon Mobil Corp
D I n l e r e s t K
E Dividend O
None
C D i v i d en d
D D i v i d en d
None
D Di v i d e n d
D D i v i d en d
D Di v i d e n d
M
M
M
K
N
N
B uy
T o p e n
T So ld(part)
So ld
(part)
T
T
T
u
T
T
T
09/01 i09
01104/10
01/04/10
03/31/10
04/19/10
10/28/10
N
L
L
See Section Vlli #3
F
F
I . tn¢ocr~ Gain Uod¢~: A ~i l .t lO0 or l ess B = $ 1 . 0 0 1 - $ 2 . 5 0 0 C -$2201 - $5.~ D ~15.~1 - ~15.~
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FINANCIAL DISCLOSURE REPORT
Page 32 of 103
N a m e of Person ReportLng
Sta n d i sh , W i l l i a m L,
Date of R e p o r t
07/I 2120
VII. INVESTMENTS and TRUSTS -
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A. B. C. D .
D e s c r i p t io n o f A s s e t s Income during Gross value a t e n d Transitions during report ing
( i n c k K ~ i n g trust ~sse~s) r’q~ning p~fiod of repo~ng period
(I) 12~ O) ~2) (I) (2) (3) (4)
P l a c e " ( X ) " a R e r e a c h a s s e t A m o u n t T y p ¢ ( e . g~ Value Value T y p ~ ( e . g . , D a t e V alue Gain I d e t ~ t it y o f
e x e m p t f r o m p r i o r d i s c lo s u r e Code I d i v . , r e n t , Code 2 M e t h o d buy, sell. m m/dd/yy C o d e 2 Code I tmy~iscller
(A-H) o ¢ i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e
( Q - W ) t r a n s a c t i o n )
i477. dDcneral Electr ic Co D D i v i d e n d ] M T Do n a t e d 07/06/10 K
I I478. -General Electric Co i D o n a t e d ! lit0/10 L
4 79 . -Gr i t P l a in s E n e rg y ln ¢ B D i v i d en d So ld 04/19/10 M A
480, -H J Heinz Co D D i v i d en d N T
4 8 1 . - l sha r es MS C I P ac i fi c Ex J p n C Dividend M T B uy 04/19/10 L
482. -Johnson & Johnson E D i v i d en d O T
483 . -J P Mo r g a n C has~ A D i v i d en d M
484. -M er c k & C o E Dividend O
485 . -M er c k & C o
486. -Microsof t Corp D Dividend O
4 8 7 . - M o n s a m o C o B D i v i d en d M
T
T
T
T
So ld 04/19/10 L
So ld 10/28/10 L( p a r t )
F
F
488, -Nat ional Grid PLC D Dividend L T B uy 04/19/10 M
489 . - Nati o n a l G r i d P L C
4 9 0 . -N e s t l e S A
491. -Orac le Corp
492. -Pepsico Inc
493. -Pfizer
D Di v i d e n d
C D i v i d en d
D Dividend
B Dividend
N T
N T
M T
So ld 08/20/10( p a n )
Sold 10/25110
D
2, Value ( ’odes
ISce Column, C I ~ D3)
A =$1.000 or less
F"S50.001 - $100.000
J ~ $ I 5 , 0 0 0 o ¢ l e s s
N = $ 2 . ’ 1 0 , 0 ~ 1 . $ 5 0 0 , 0 0 0
P 3 = $ 2 5 . G 0 ~ , ~ 1 - $ ~ 0 . 0t ~ .0 0 0
O =Appraisal
U=
Oc~,k Valm:
B -$1.001 - $2,500
G-$ 100.001 - $ 1 , 0 0 0 , 0 0 0
K -$1L00! - $50,000
O~ $ 5 0 0 , 0 0 1
V
D = $ 5 . o 0 ! -
H 2 = M o te th an $ 5 . 0 0 0 . 0 0 0
M = $ t 00 . e , 01 - $ 2 5 0 .000
P2 "$5.000.001 -
T C a s h M a r k e t
E = S i S , f l O e - $ 5 0 , 0 0 0
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FINANCIAL DISCLOSURE REPORT
Page 33 of I03
N a m e o f P e r~ o m Repor ting
Sta n d i sh , W i l l i a m L.
Date of Repert
0 7 1 1 2 . / 2 0 1 1
N O N E (No reportable income, assets, or transactions.)
A. 1 1 . C. D.
Desc r i p t i on of Asset s I n c o m e d u r in g G ro s s v a l t~ a t e n d T ra n sa ctio n s d m ’in g re p o rt in g p e r io d
[ ir~luding Iru~ a s s e t s ) reporting period of r~)orting period
(I) (2 ) II) (2) {I) {2) (3) (4) (5 )
Place "(X)" a f t e r each a s se t A m o u n t Type leg., Value Va k ~¢ Typ~ (e . g . , D a te V a lue G a in I dent i t y of
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d iv . , r ea l , C o d e 2 M e tho d buy, sel l . m m / d d / y y C o d e 2 (’ode I buyer!seller
( A-H) or i n t . ) ( t -P) C o d e 3 r e d e m p t i o n ) ( J-P) ( A-H) 0f p r iv a le
( Q - W ) t ransac t ion l
494 . -Ph i l l l ip M o r r i s
495. -Procter & Gam ble
49 6 . -RPM In t ’ l In c
497. -Schlumbe rger Lid
498. -S tr ike r Co rp
499. -3M C o
500. -Tortoise Ene rgy Infrastructure
5 01 . -Tran scan ad a C o rp
5 02 . -Ver izo n Co mmu n ica t io n s
5 03 . -Vu lcan Mate r i a l s Co C o rn
5 04. -A l leg ian t PA MM Fd
5 05 . -Co ca l ico SD PA 2 .0-2 014
506. -Monroe County PA 2.8-2016
507. -Nazareth PA School Dist 3 .5-2010
508. -South Western SD PA York 3.15-2018
5 09 . - PA S t 4 .0 -2 01 1
510. -Ltd Partnerships --
C Dividend M T
D Div id en d N T
D Dividend M T
D Dividend O T
C Div id en d N T
D Dividend N T
C Div id en d M T Buy 04/19/10 M
None M T Buy 10/28II0 M
N o n e M T B uy I 0 / 2 8 1 1 0 M
B Dividend L T
A Interest Closed 03/31/I 0 N
A Interest M T Buy 01/08/10 M
C Interest M T
C Interest Matured 1 I/I 5/10 L
B Interest M T Buy 05/I 8/10 L
C Interest M T
I . Income 13aia Cod~: A ~ $ 1 . 0 0 0 m " l e s s B ~ $ 1 . 0 0 1 - $ 2 , ~ i0 0 C =S2,501 - $5.0fl0 D -$5.001 -
( S - .- e C o l u m n s C I a n d D 3 1 N -1250,001 - $ 50~.1:~0 O - $ 5 4: ) 0 ,0 01 ̄ $ 1. 0 00 . 0 0 0 P I L $ I , O O 0, 0 01 -
P } - $ 2 5 . 0 ~ O . 0 O I - $ 5 1 ~ . 0 ( J 0 . 0 0 0 P4 -Mor~ than
~ . ~ . ’ ¢ C o l u m o 1 " 2 } U = Book Value V -Other W -Es!imateA
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FINANCIAL DISCLOSURE REPORT
Page 34 of 103 Ia m e o f P e r s o n R e p o r t in g
Standish, William L.
Date of Report
07/1:)’2011
N O N E (No reportable income, assets, or transactions.)
D~-~’ription of Assets Incomduring
( including trust a s s , ~ s ) r~ or t ing pe r iod
(l) (2)
P la ce "(X) " a l le r e ~ch a s s e ~ A m o un t Type ( e . g . ,
e x e m p t f r o m p r i o r d i s c lo s u ~ C o d e I di v . , r en t ,( A-H) or int .I
Grosa value at ~
of r epoai ng per i od
(t) (2)
V a lue V a lue
C o d e 2 Metlu3d
(J-P) C o d e 3
(Q-W)
(I)
Ty~ (e,g,.
buy, sell,
r ~ d e m p t i o n )
Tm nsaclions during r©porling period
(2) (3) (4) ( 5 )
D ate V a l u e G a in Id e n ti ty o f
m m / d d / y y C o d e 2 C od e I Imyer lse l le r
( J - P ) (A-H) (ifpnvate
t r a : ~ ’ c , ’ a c l i o n )
51 I . -One Atlan ta A . s s o e s - At lanta .GA RealE s t a t ~
5 1 2 . - J & S R e a l t y M a r k h a m - O n t a r i o R e a l F . s t
5 1 3 . B a n k A c c B -
5 1 4 . - M e l l o n B a n k N . A .
5 1 5 . -P NC B an k
516. Tr0s t #5 ( I 00"/, Income Interes t )
517. -Blackrock MM Munifund # K-1
5 1 8. - B l ack r o c k MM Temp f un d # H I
5 1 9 . - A p ac he C o r p
5 2 0 . - A p p l e l n c
521. -Bank of America Corp
5 2 2 . -B ar d C R I n c
523. -Baxter Int l Ine
524. - B P P LC S p o n s A DR
525. -Bristo l Meyers Squibb Co
526. - C o c a C o l a C o
527. - De l M o n t e Fo o d s C o
A I D i s t r i b u ti o n
A Dislr~ution
A
C
E
I n t e r e s t
I n t e r e s t
Div & InS
K
K
N
O
PI
w
Mon Mkt Inv
Buy
Bu y
Buy
S o l d
S o l d( p a n )
S o l d
06/30/04
12/06/10
07/15/10
05/07/10
12/06/10
O4/07/10
M G See Section Vill # I
See Section VIII #3
1. Income Gain Codc~: A -$ I . t ’/ JO or le ss B = |1 ,0 0 1 - $ 2 ,5 0 0 C = $ 2 . 5 0 1 - $ 5 ,0 ~3 D - $ 5 . 001 . $ 15 . 0O O
IS¢c Coluznns B I Imd D4) F = $ 5 0 . 0 ~ 1 - $ 1 0 0 . 0 0 0 G = $100 ,001 - $ 1.000 ,0 (]O HI =$ 1,000.0O I. $~.(X)O .O 00 H2 re M ote tha n
2. Value Code~ J = $ 15 .0 00 m le s s K ~$ 1 5 .0 01 - $ 5 0 ,0 0 0 I = S 5 0 ,0 0 l - 5 1 1 ~ . 0 0 0 M =| 100 .~ ) l - 12 5 0 .0~ 0
( S ¢ Co lu m n s t- ] an d D 3 . ~ N -5 25 0. 0 (} I - $5 00 .0 00 0 = $ 5 0 0 . 0 ~ I . $ I . O 0 0 . 0 0 ~ P l = $ I . 0 0 0 . 0 0 1 - 5 5 . 0 0 0 . 0 0 0 P 2 = $ 5 . 0 ~ 0 . ( X ~ I -
P $ * $ 2 5 . 0 ( 1 0 . 0 0 1 . $ ~ 0 . 0 0 0 . 0 0 0 P 4 - M ~ e t h ~ n
3 . V a l u e M c t h o ~ t ’ L ~ I c , Q - A p p r a i s a l R ~ ’ o s t { R ~ I E s ~ l e O n ] y ) S ~ A s s . ~ s r n ~ n ! T = C : t s l a M a r k e l
( Sc.c C,~lumn t’2 ) U ~ B o o k V a h ~ V --Other W =
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FINANCIAL DISCLOSURE REPORT
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Date of R e p o r t
07/1~’2011
VIi. INVESTMENTS and TRUSTS-~,~o ,~o . ~,~ ,o., ..... cliom(Int’tadesthoseof,po ....d d ¢ p e n d e n t c h i l d r e n z x e e p p . 3 4 . a O o f f i l in g i n ~ l r a c t l o m . )
N O N E (No reportable income, assets, or transactions.)
D excrip tio n o f A sse ls I n co m e d urin g
( inc lud ing t rus t ~ ¢ t~ ) repo r t ing pe r iod
(1) 12)
I~ac~ " IX)" afte r ~ ’ach a s s~ A m o u n t Tyl~ (e .g . ,
exem pt from pfi~ d i~ o~ a t re Co~ I di v . , r en t ,( A-HI or in t . )
Gr os~ val ue a t end
o f r e p o n i n g p e r i o d
(I~ (2)
Val ue V a l u e
Cod~ 2 M e l h o d
( Q - W )
Tr~ m~ act ions dur ing repo r t ing pe r iod
(0 (2) (3) (4) (5)
Type ( e . g . , Dat e V a l u e G ain I dent i t y of
b~’, sell, m m / d d / y y C o d e 2 C o d e I b uyer /se l le r
r e d e m p t i o n ) ( J-P) ( A-H) ( i f pr i vat e
Ir~ns~ction)
5 2 8 . -Disney Walt Co
529. -Dow Chemical Co
530. -Exxon M obi l Carp
5 3 I . -FPL Group Inc (Name Change To NexteraEnergy Inc)
06/O3/10
532. -Franklin Res Inc
533. -Frontier Communications Co (spin offFrom Ver izon Comm s)
534. -Front ier Communicat ions Co
S p i n o f f 0 7 /0 2 / I 0(from line 554)
So ld 07/16/10
5 3 5 . - G en er a l E l ec t r i c C o
5 3 6 . -G o l d m an S ac hs G r o up I n c Buy 12/06/10
5 3 7 . -H l H e in z Co
538. - In tel Carp
5 3 9 . -I sha r es Tr s t MS C I Em er g Mk t s I n d ex F d
Sold 12/06 /10(pan)
540. -Johnson & Johnson
5 4 1 . -M a s t e r Ca rd
5 42 . -McDo n ald s Carp CI A
5 43 . -Micro so f t Carp
5 44. -JP Mo rg an Chase & Co
So ld 1 2 1 0 6 / 1 0
( p ag )
I . Incmn.: Gain
(See Columns BI and
2 . Value C o d e s
(Scc Coh~ CI ~d D3)
3 Val~ M~ ~’~
l~Colunm
D = $ 5 . 0 0 1 - $ I 5 . 0 0 0
H 2 = M a r c than
M - $ I 0 0 . 0 0 1 -
T * ( . ’ a s h M a r k e t
E
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FINANCIAL DISCLOSURE REPORT
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Name of Person Report ing I D a t e o f Repor t
S t a n d i s h , w i l l ia m L .
[
07/I 2/2011
VII. INVESTMENTS and TRUSTS -
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
Desc r i p t i on of Asset s I n c o m e d u r in g G ro ss v a lue a t e n d T ra n sa ctio n s d urin g re p o rtin g I~rio d
( i nc l udi ng t msi asse t s) repo r l ing pe r iod of t~-’poning period
(I) (21 H) (2) (I) (2) (3) (4) (5 )
Pine= "(X)" a f l~ each a s . q : t A m o u n t Type ( e . g . , V a lue V a lue Type ( e . g . . D ate V a l u e G ain I dent i t y o f
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I di v . , r en t , C o d e 2 M e tho d b uy, ~ I I , mm/dd~ C o d e 2 C o d e I b~Jyer/seHer
(A-I t ) or i n t . ) ( J-P) C o d e 3 re d e m ptio n ) (J.P) ( A-H) ( i f pr i vat e
( Q - W ) na r~ ae t ioa )
5 4 5 . - M o l o r o l a I n c
5 4 6 . - M o t o r o l a I n c
5 4 7 . . N e x t e r a E n e r g y I n c ( N a m e C h a n g e F r o m
F P L G r o u p I n c )
5 4 8 . - N i k e I n c C I B
5 4 9 . - P e r k i n s M i d C a p V a l u e ( N a m e C h g F r
Ja n US M i d C a p Va l u e )
5 5 0 . -Sch lu mb e rg e r Ltd
5 5 1 . -3 M C o
552. -The Travelers Co
5 5 3 . - T im e Wa r n e r I n ¢
554. -Verizon (SpinoffofFront ier
C o m m u n i c a t i o n s )
555. -Wal-Mart S tores
5 5 6 . -W as t e M an ag em en t i n c
557. - W el l s Far g o & C o New
558. -Calamas Growth Fund H606
559. - Jan us Mi d C ap V a l ue # 5 7 ( Name C hg ToP er k i n s Mi d C ap V a l ue)
5 6 0 . -V an g uar d F TS E A l l W o r l d Ex- U S I n d ex F d
561. Trust #6 (100% Income Interes t ) F IntJDiv. Pl T
S o l d 0 4 / 0 7 1 1 0( p a r t )
S o ld 0 7 / 1 5 / 1 0
0 6 / 0 3 1 1 o
07/01/09
So ld 12/06/10
( p a r t )
Sold 12106/I 0
( p a r t )
C l o s e d
0 7 / 0 2 / 1 0
B uy 12/06/10
0 7 / 0 1 / 0 9
S e e S e c t i o n VI I I #7
See Sectio n VIII #8
See Sectio n VIII #7
G See Section VIII #1
E =$ I S.(lO I .
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FINANCIAL DISCLOSURE REPORT
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[Name of Person Rel~rtlnz I Date of Reporf
Standish, William L
I
07!lZt2Ol I
NONE (No repor tab le incom e , a sse t s , or o’an sac t ions . )
A. B. C. D.
Descrip t~os~ of Assets Income du~ ing Gross value at ~ T~ctions du~ r~ng peri~
(including ~t a~) ~ng p~ of ~g
O) (2 ) (I) (2) (~) (2) (3) (4) (5)
Place "(X)" after each ~t Amour T~ (e.g., Val ue Y~lue Ty~ (e.g., ~le Value Ga~ Identi~ of
exempt ~m prior ~lo~C~e I
div., ~t,
( A-H) ~ inL) ( J -P) C~e ] ~dem~n) ( J -P) ( A-H) ( i f pr i vat e
(~W) ~n~ciion)
562. -B lacktock M M Munifund # K l
i 5 6 3 . . B l a c kr o c k M M T e m p f i m d # H I
i 564. -Abbort Laboratories Inc
565. -Apache Corp
566. -Apple Inc
: ~ 5 6 7 . - B a n k o f A m e r i c a C o r p
568. -Bard C R Inc
569. -BP PLC Sports ADR
~70. -Bristol Myers Squibb Co
57i. -Coca Cola Co
572. -El Dupont deNemours
573. -Emerson Elcclric Co
574. -Exxon Mobil C o r p
5 75 . -FPL Group Inc (Name Change To Nexlera
E n e r g y Inc ’~
576. -Frank l in Re s Inc
577. -Fron t i e r Comm unica t i ons Co ( sp in off
From Ver izon Comms)5 78. -Fro n t ie r Co mm u n ica t io n s Co
1 M o n M k t l ay
Buy 06/30/04
So ld 12/06/10(part)
Bu y 12/06/10 i
Buy 07/15/I 0
Buy 07/15/10
(add’l)
S o l d 05/07/10
S o l d 12/06/10( p a r t )
06/03/10
Spinoff [ 07/02/10
( f rom l ine 6 0 0 ) [Sold 0 7 / 1 6 / 1 0
S e e S e c t i o n V I I ! # 3
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FINANCIAL DISCLOSURE REPORT
Page 38 of 103
N a m e ~ 1 ’ P e r s o n R e p o r t i n g
Standish , Will iam L
Date of Report
0 7 , ’ 1 2 / 2 0 1 1
N O N E (No reportable income, assets, or transactionx.)
A. B. C. D.
D eser ip ( ion o f A sse ts I n c o m e d u r i n g Gross value a! ~ T~nsac t i oos dur i ng r epor t i ng pe~od
!inch~ding ~rust a.’~et’O r ~or t i ng p~r i od of r epor t i ng po’ i od
(I) (2) 11 1 (2 ) (I) (2 ) (3) (4) (5)
Place "1X)" a f t e r ~ ch a s se t A m o u n t Type ( e . g . , Value: V a lue T yp ~ (e .g ., D ate V a l u e G ain Identity
e x e m p t l ~ o m p r i o r d i s c lo s u r e . C o d e I d iv ., re n t . C o d e 2 M e t h o d b uy, se ll, m m /d d ~yy C o d e 2 C o d e I b uyer lse l le r
( A-H) or i n t . ) O-P) C o d e 3 r e d e m p t i o n ) (J-P) ( A-H) ( i f pr i vat e
( Q - W ) t ransac t ion )
5 7 9 . - G en er a l M i l ls I n c
5 80 . -G o l m an S ac hs G r o up I n c
581. -Goog le Inc CI A
5 82 . -H o me D ep o t
583. - ln tel Corp
5 8 4 . -I s h a x e s T r us t M S C I E m e r g M k t s I n d e x Fd
5 85 . - J P Mo r g an C hase & C o
586, -Kimbe rly-Clark Corp
5 87 . -M as l e r C ar d I n c C 1 A
5 88. - Mc D o n a l d s C o r p
Buy I~0~10
Sold 12 /06 /10(p~)
B uy 1 2 1 0 6 / I 0
589. -Microsof t Corp
590. -Motoro la lnc
591. -Nextera Energy Inc (Name Chan ge From
FPL Group Inc)
592. -Pfizer lnc
593. -Phelps Dodge Corp
594. -PPG Indust r ies
595. -Proc tor & Gam ble Co
S o l d 07/15/10
06/03/I 0
Sold 07/15/10
C l o sed 03/17/07 S e e S e c t i o n VI I I #9
[. lacom e G aon ( odc~. A =$ 1.000 or less B = $ 1 . 0 O I - $ 2 . g ’ ]O C ~$ 2 ,50 1 - $ 5 .~ D ~5 5 ,(~ I - $ 1 5.~
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FINANCIAL DISCLOSURE REPORT
Page 39 o f 103 Ia m e o f P ¢ ~ o n R e p o r t i n g J Date of R e p o r t
Standish , Wil l iam L.
I
071120011
VII. INVESTMENTS and TRUSTS -
F--] N O N E (No repo r t ab l e i ncome , a s se t s , o r t r an sa c t ions .)
A. B. C. D.
Desc r i p t i on of Asset s Incom~ dur ing G r o s s v a l u e a t e n d Tr ansac t i or a dur i ng r epor t i ng per i od
l i nc l udi ng t r ust a~et s) repo r t ing pe r iod of r epor t i ng per i od
(I) 121 (I) (2") 11) (2) {3) (4) ~ 5 )
Pl ac e " ( X } " af t er eac h asse t A m o u n t Type ( e . g . , V a l u e V a l u e Type ( e . g . , Da le Val ue G ain I dent i t y of
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d i v . , r en t , C o d e 2 M e tho d b uy. se l l, m m / d d / y y C o d e 2 C o d e I buyer/seller
(A-I t ) or i n t . ) ( J-P) C o d e 3 rede,.mptlon) (J-P ) (A -H) ( i f pr i vat e
( Q - W ) tr~nssction)
5 9 6 . .Q ua l c o m m I n c
597. -Seh lumbcrger Lid
598. -3M Com pany
599. -Vanguard FTSE All World Ex-US Index
600. -Verizon (SpinoffofFrontier
Communications)
601. -WaI-Mart Stores Inc
602. -Waste Man ag emen t Ine
603. -Wells Fargo & Co New
604. -Zimmer Holdings Inc
605. Trust #7 (No Income Rec’d)
606. -Blackrock MM Munifund # KI
607. -Blackrock MM Tempftmd # HI
608. -Cumberland Cnty PA 3.375 - 2015
609. -Forest Area Sch Dist PA 3,3-2012
610. -Indiana St Fin Auth Rev 4.0-201 !
61 I..Monroe T w p PA 3.0- 2010
612. -N Coventry Twp PA 3.15 - 2014
S o l d 1 2 / 0 6 / 1 0( p a n )
Buy
07/02/I 0
12/06/10
None P2 T PI G See Sec t ion VII I #1
M o n M k t I n v
B uy 06/30/04 See Sec t ion VII I #3
M a tu re d 11 / 08 / I 0
Matured 0 8 / 02 / 10
I I n c a m ¢ G a i n C o d . : ~: A *$ 1.000 o t Ic~* B - $ 1 , 001 - I2 .5 00 ( ’ -$ 2 ,5 O I - $ 5 ,0 0 0 D -$ 5 ,0 ~ I - $ 1 5 ,0 0 0
tSce (.’nla’~ CI and D3) N -$2.qLOOI -
P 3 - $ ~ .000 .0~ I . $ 5 0 .000 .~ 10 P 4 * M o te th an $ 5 0 ,0 0 0 ,0 0 0
3 . ~ .’a luc Method Codes 0
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FINANCIAL DISCLOSURE REPORT
Page 40 of 103
Na ~ o f P e e ~ o ~ Rq~r ting
S t a a d h h , W i l l ia m L .
D t t e o f R e p o r t
07/12/2011
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)
D~icription of A ~’Is Income during
(including trust assct~l rq~rting period
(I) (2)P l a c e * ( X ) " a f le z ¢ a c h a s s e t A m o u n t T y p e (g.,
e x e m p t f r o m p r i o r d i s c lo s u r e Code I div., r~t,(A-H) o r i n L }
G r o s s v a l u e a t e n d
o f ~ e p o n i n g p ~ - i o d
(1) (2)
Value Valu~
Code 2 M e t h o d
( J - P ) C o d e 3
(@w)
T)I~ (e.g.,
b uy, se l l ,
r~d~nption)
Tr~rmctions during r@orling I~’iod
(2) 13) (4~
D ate V a l u e G ain I dent i t y of
m l ~ ’ ~ k~ 7 C o d e 2 C o d e I buyer/seller
(J-P) (A-H) ( i f pr i vat e
t ransac t ion )
613. -Okalocsa Cn ly FL Sch Bd 3 .5 -2013
614 . - P i n e G r o v e A r e a S c h Di s t g 3 .2 5 -2 015
615. -Scranton Penn Se t A 3.0 - 2010
616. -St Pub Sch Bldg Auth R ed Bnk 3 .75-2011
617. -Susquehanna Twp PA Sch Dis t 3.3-20 | 5
618. -Up Perkiome n Sch Dst 3.85-2014
619 . - Wa s h l e n a w M i c h C m n t y C o l l e g e 3 .5 - 2 010
62 0 . - Wi l m i n g t o n N C W t r & S e w e r 3 .75 - 2 012
62 1 . - A g i l e n t T e c h I n c
6 2 2 . - A ! l e r g an l n c
6 2 3 . - A mer i c an Exp r es s C o
6 2 4 . - A p ac he C o r p
6 2 5 . - A p p l e l n c
626. -Apple Inc
62 7 . - B a n k o f A m e r i ca C o r p
6 2 8. -B ar d C R I n e
629. -ChevronTexaco Corp
Ma~d
B uy
B uy
B uy( a d d ’ J )
Bu y
( a d d ’ l )
Bu y
09/01/10
04/01/10
12/06/10
07/15/ I0
12/06/10
07/15/10
12/01108 S ee S ec t i o n V i l l # 3
E =$15 . ¢¢1 -
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FINANCIAL DISCLOSURE REPORT
Page 41 o f 103 I,me of Person Reporting
Standish~ ~,Villlam L~
Date o Report
0 7 / 1 2 / 2 0 1 1
NONE (’No reportable income, assets, or transactions.)
A. B. C.
Ek-scrlp’don of Asset.~ I n co m e d urin g G ro s s va lue at e n d Tr ansa~i ons dur i ng r epor t i ng per i od
( i nc l ~li ng t r ust asse l s) ~-ponin8
ix-Tied of r epor t i ng per i od
(I) (2) (I) (2) (t) (2) (3) (4)
PI~ e "(X)" a f t e r each asst"t A m o u m T y p e ( e . g ~ Value Val ue Type ( e . g . , Da te Val ue G ain Identity oF
e x e m p t f r o m p r i o e d i s c l o s u re C o d e I d i v . , r en t , C o d e 2 M e tho d b uy. se ll . m m / d d ? y y C o d e 2 C o d e I I :myeriseller
( A-H) or inL) (,I-p} C o d e 3 r e d e m p t i o n ) (J-P ) (A -H) (ifprivale
( Q - W ) t ransac t ion )
630. -Coca Cola Corp
: 63 I. -Walt Disney Co
632. -Dom inion Resour ces Inc VA
¯ 63 3 . -Do w Chemica l
63 4. -E merso n E lec t r ic Co
63 5 . -Fran k l in Re s In c
636. -FPL Group lnc {Name Change To Nextera
Energy Inc)
637. -Front ier Communicat ions Co (spin off
From V er izon)
638. -Frontier Com mun ications Co
639. -Gene ral Electric Co
640 . -G en era l Mi | l s
64 I . -G o ld man Sachs G ro u p In c
6 42 . - G o o g l e I n c
So ld(part)
12!06/10
!
643 . -Han esb ran d s
644. -Hewlett-Packard Co
645 . -Hewlen -Pack ard C o
646. -Int’ l Business Machines Corp
Sold 12/06/10
i06/03!10
Spinoff 07/02110
(from line 664)
S o ld 0 7 /1 6 /1 0
Buy ,12/06/10
Buy I 12/06/10
(add’l)
’ (part) Sold07 / I 5 /10
i Sold 1 2 1 0 6 1 1 0
( p a r t )Sold 07/15/10
,,1 (part)
I. Inctanc Gain
(See (’uhmms B I and
2. V a l u ~
1 ~ C o l m ~
G - $ I O 0 , O 0 1 -
I t = S I L O 0 1 - $ 5 0 , 0 0 0
R ~ S ’ o s t |R , ~ a l E s t a le O n t y )
V - O ~ . h c r
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FINANCIAL DISCLOSURE REPORT
Page 42 of 103
N a m e o f P e r s o n R e p o r t in g
Standish , Will iam L
Date of Report
07/12/2011
VII. INVESTMENTS and TRUSTS
V-1 N O N E ( N o r e p o r t a b l e i n c o m e , a s s e t s , o r t ra n s a c t i o n s . )A. D. C. D.
13~cril~ion e! A s s e t s Income during Gross velue at end Transactions during reporting period
(including trus~ ~sse~s) repo r t ing pe r iod o f r e p o a i n g I x ’r i o d
(I) (2) (I) (2) (I) (2) (3) (4) (5 )
Pl ac e " ( g 1" af t er eac h as .se t A m o u n t Typ~ (e,gl, ValL~ V a l u e T y l m ( e . g ., Dare V a lu~ G ain l d c m l t y o f
e x e m p t f r o m p r i o r d i s c lo s t . ~ e C o d e I day., r~nL Cod~ 2 M e t h o d buy. sel l , m m i d d / y y C o d e 2 C n d ~ I buyer/sel ler
( A-H) or int .) ( J-P ) C o d e 3 r e d e m p t i o n ) ( J -P) IA-I I ) | i f p r iv a te
( Q - W } t ransac t ion )
64% - lnt’ l Business Machines Corp
648 . .In te l Corp
649 . - l shaxe s Trus t MSC! Emerg Mkts Index Fd
650. -JP Morgan Chase & Co
651. -Marriotz Int’ l Inc
652. -Mastercard lnc CI A
653. -McDonalds Corp
654 . -Medco Hllh Solut ions lnc
655 . - N e x t er a E n e r g y I n c ( ’N a m e C h a n g e F r o mFPL Group Inc)
656 . -Norfo lk Southern Corp
657 . -Pf i z e r lnc
6 58 . -P roc t e r & Gamb l e Co
659 . -Sara Lee Corp
660. -Schlum berger Lad
661. -Schlumberger Lad
662 . -3M Co
663. -Vanguard FTSE All W orld Ex-US IndexF d )
So ld 12/06/10I
@ a r t)
S o l d 0 7 ! 1 5 1 1 0
B u y 12t01/08
Bu y 12/01/08
B uy
(add’l )
B u y(add’l)
S o l d( p a r t )
0 6 / 0 3 / 1 0
07/15/10
12/06/I 0
12/06/10
See Section Vlli #3
See Sectio n VII! #3
I . I n c o m e G a i n C ~ I e s : A ~ $ 1 ,0 0 0 o l e s s B = $ 1.0 01 - $ 2 ,500 C 7 52 .5 0 1 - ’i5 .0 0 0 D =$5.0OI - $15.O0t)
[~¢ Colm~ C21 IJ~B~k Val~. V =~t W
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FINANCIAL DISCLOSURE REPORT
Page 43 o f 103
N a m e o f P e r so n R e p o r t i n g
Standish, Wil l iam L.
Date o f Re po ~
07/1~2011
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
D e s cr ip t io n o f A s ~ts In co m e d urin g Gr oss val ue a t end T r a n s a c t i o n s d u r i n g r e p o r t i n g p ~ o d
( inc lud ing t rus t a s se ts ) r t por t i ng per i od of r~ m r t ing pcr lod
(I) (2) {I) (2) (I) (2) (31 (41 15 1
p la ce "(X )" a fte r ea ch a s~¢ l A m o ua ! Type ( e . g . , V a lue V a lue Type ( e . g . , D ate Val ue G ain [dccl|lly O f
e ~ e m p t f r o m p r i o ¢ d i s c l o s ur e C o d e I d iv . , r~ n t , C o d e 2 Mr’thud b ~y, se ll, m ru/d d /yy C o d e 2 C o d e I b uyer! se l le r
( A - H ) or in t . ) ( l -P) C o d e 3 re d e m p tio n ) (I-P ) ( A -H) ( i f pr i vat e
( Q - W ) t ransac t ion )
t664. -Verizon (Spinoffof Frontier [ 06 /03 /10
Communications)
665. -Wast~ Management Inc Bu y 12/06/10
666 . -Wel l s Farg o & C o N ew
667. -Weyerhauser Co
668. Trust #8-A (GST Exem pt Trust)
S o l d 0 9 / 1 5 / 1 0
( p a r t )
E Div & Int O T N E See Section VIII #1
669. -BNY Mellon Nat’l Muni MM Fund M M o n M k t la y
670. -AT&Tlnc
671. -Accenture Ltd So ld 01/11/10
672. -Al l iance Data Sys Corp
673 . -A IIscr ip ts-M isys He a lthca re So lutio n B uy 08!20/10
6 7 4 . - A mer i c an Exp r es s B uy 06/24/10
675 . -A m er ican E xp res s Buy(add’l)
6 7 6 . -A merp r i s e Fin l In c
0 7 / 0 9 / 1 0
6 7 7 . -A m g en I n c
6 7 8. - A mg en I n c
Sold 02118/10
( p a r t )
Sold 08!13/10
679. -Amyl in Pharmaceut ical s Inc B u y 0 5 / I I I I 0
680. -Amyl in Pharm aceut icals lnc Buy 06/23/10( a d d ’ l )
E = $ 1 5 . 1 1 0 1
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FINANCIAL DISCLOSURE REPORT
Page 44 o f 103 Ia m e o f P e r s o n R e p o r t i n g
Standish, Wil l iam L.
D n t e o f R e p o r t
07/12/2011
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)
A. B. C. D.
L~scription of Assets Income dunn~ Gross vsh~ e at end Transactions during reporting period
(including trust asset.s) repo r t ing pe r iod of r epor t i ng per i od
(I) (2 ) O) (2) (I) (2) (3) (4) (5)
Place "(X)" a f t e r each a s se t A m o u n t Type ( e . g . , V a lue V a lue Type ( e . g . , D a te V alue G ain I dent i t y of
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e l di v . , r en t , C o d e 2 M e tho d b uy, se ll , m m /d d /yy C o d e 2 ( ’ o d e I b uyer /se l le r
( A - H ) o¢ in t . ) (J-P) C o d e 3 r e d e m p t i o n ) (J-P) (A-I t ) ( i f pr i vat e
( Q - W ) nansaction)
681. -Anadarko Petro leum Corp
6 8 2 .. A p a c h e C o r p
68 3 . -Ap p le
68 4 . -Ap p le
685. -Autoliv lac
686. -Bank of America Corp
687. -Bank of America Corp
688. -Blackro ck Inc
689. -Capital One Financial
! 6c~0. -Capital One Financial
,691. -Capital One Financial
I 692. -Carnival Corp
I 693. -Caterpillar Inc
694..Chubb Corp
695. -Cigna Corp
696. -Cisco Sy stems lnc
697. -Cisco Systems Inc
B uy } 0 6 / 2 3 1 1
S o l d( p a r t )
B u y
(add’l)
S o l d( p a r t )
B u y( a d d ’ l )
Bu y( a d d ’ l )
S o l d
B uy
Buy
(add’l)
B uy
(add’l )
B uy
B uy
S o l d( p a r t )
01/26/10
04/28110
09/22/I 0
05/I I l l0
09/16/10
09/16/10
0 1 / 2 2 1 1 0 I
07/09/10
10/05/10
07/07/I 0
06/21110
03/08/10
See Section Vlll #10
I. Income Gain [’odes :
(See Co/umns fl I and
2. Vd ,a :
(~e C o l u m n C 2 1
= $ 1 , 0 0 1 - $ 2 . 5 0 0
=$100.00! - $1.000.000
=$15,001 - $ 5 0 . 0 0 0
O.-1500,0~1 - $1,0OO.000
D =$5.001 - $ 1 5 . 0 0 0
H2 -More leanM =$100.001 - $ 2 5 0 . 0 0 0
T *Cash Marke~
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FINANCIAL DISCLOSURE REPORT
Page 45 o f 103
/ ~ a m e o f P e r ~ n R e p o r t in g
Standish, W il l iam L.
Date of Rel~rt
07/12/2011
Vl i . INVESTMENTS and TRUSTS -
NONE (No reportable income, assets, or transactions.)A. B. C. D.
D ~ s c r l p t i o n o t r A s s e t s I n c o m e d u . , i n g Gross vslu¢ at end T r n n x a c t i o n s d u r i n g r e p o r t in g p e r i o d
( including tru~ a.~ts) r e p o r t i n g l ~ ’ r i o d o f r e p o r t i n g p ~ r i o d
Ill (21 (0 (2) 11 ) (2) OI (4) (5 1
P l ~ c ~ " { X ) " t l l~ r r ~ c h a s s e t Amounl T y p e ( e . g .. Valu~ Val~: T y p e { e . g . , D a t e Value Gain l d t m l i l y o f
e x e m p t f r o m p r i o r d i s c lo s u r e Code I d i v . , ~ e n l , Code 2 M e t h o d b u y , ~ 1 1 , mm/dd/yy Code 2 C o d ~ I b~y~/~ller
( A - H ) o r i n t . ) ( l - P 1 Code 3 r e d e m p t i o n ) { J - P ) I A - H ) l i f p r v , m e
{ Q - W ) ~ r a n s s c ~ i o n )
6 9 8. -C i sc o S y s t ems l n c
699. -C~.t Group
7 0 0 , - C o ea C o l a
7 0 1 , - C o mer i c a I n e
702. -Concophi l l ips
7 0 3 . - C ummi n s I n c
704 . - C v ~ C a r e m a r k C o r p
7 0 5 . -C v s C ar em ar k C o r p
7 0 6 . -C v s C a r e m a r k C o r p
707. -Danaher Corp
708 . -Du P o n t E l De N e m o u ~ s
7 0 9 . - E M C C o r p M a s s
7 1 0 . - E M C C o r p M a s s
71 I . - E a t o n C o r p
7 1 2 . - En er g i ze r H l d g s I n e
7 1 3 . - Exe l o n C o r p
7 1 4 . - Exxo n M o b i l C o r p
Sold 11/17/10{ p a r t )
Sold 05/07/08
Sold 05/11/10
Bu y 09/10/10
Sold 09110110
(pan)
Sold 01113110
(pai l )
S o l d 06/24/10
So ld 08/20II 0
(pan}
B uy 04/28/10
(add’l )
S o l d 10/05/10
(paa)
S o l d 1 2 1 0 9 / 0 8
B uy 11/17/10
So ld 0 8 / ’ 2 7 1 1 0
S e e S e c t i o n V I I I
S e e S e c t i o n VI I ! #10
See Section Vlll # 6
~ . ee C o l u m n x n I and
2. Value
t~’c ( ’ o l ~ n ~ CI and
B =$1,001 - $2.500
0 = 5 5 ( I 0 . 0 0 1 - $ 1 . 0 0 0 . ~ )
R -{’o~ (R-.al E ’~tstc O~ly)
V =O~ cr
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FINANCIAL DISCLOSURE REPORT
Page 46 of 103
I h m e o f P e r s o n R e p o r l i n g
Standish, William
D a l e o f R e p o r l
07/I 2/201 I
VII. INVESTMENTS and TRUSTS
N O N E (No reportable income, assets, or transactio,s.)
A. B. C. D.
Desc r i p t i on of Asset s I n c o m e d u r i n g G ro ss va lue a t e n d T ran sa ctio n s d urin g re p o il in g period
( indod ing t rus’ l assels) repo r t ing pe r iod of rq:~orting p~riod
111 (2) (I) (2) (I) (2) (3) (41 (5 )
Place "(X)" after uch Issd A m o u n t TYF (e.g, Val ue V a lue T yp ~ (e .g ., D ate Val ue G ain I dent i t y of
e x e m p t f r o m p r i o r d i s d o s i a ’e C o d e I day. , r en t . C o d e 2 M e tho d b uy. se l l . mrl~’dd/yy C o d e 2 C o d e I b uyer /se l le r
( A-H) ’ o r Si lL) ( I -P} C o d e 3 r e d e m p t i o n ) (.l-P) ( A-H) {i fp r iv a le
( Q - W ) transa~’tionl
715. -Fedex Corp
716. -First Horizon Nag l Corp
717 . -Fo rd M o to r Co
718. -Fran k l in Res In c
719. -Gap lnc
72 0 . -G ap In c
721. -General E lect r ic Co
7 2 2 . - G o o g l e
723. -Hal l ibunon C o
72 4. -Hess Co rp
725. -Hewlett Packard Co
72 6 . - t to me Dep o t
72 7 . - I to me Dep o t
728. -Honeywell In t l Inc
72 9 . -Ho sp i ra
73 0 . - I lu man G en o me Sc ien ces In c
73 1 . -IBM C o rp
S o l d 06/21/10
So ld 01/29/10
B uy 1 I / 2 . 6 / 1 0
1 3 u y 01/13/10
Sold 07109/I 0
S o l d
S o l d( p a r t )
S o l d( p a r t )
B u y(add’l)
Bu y
(add’l)
08/16/10
05/25/I 0
06/02/I 0
02/18/10
08/16/10
A~11.000 or
F =150.001 - $ 1 0 0 , 0 0 0
J = $ 1 5 . 0 0 0 o 1 l e s s
N= 1 2 5 0 , 0 0 1 -
P 3 - $ 2 5 . 1 0 ~ O , 0 0 1 - $ 5 0 . 0 ~ 0 . 0 0 0
Q ¢ A p p r a i s a l
U -E~k V alue
B = $ 1 , 0 0 1 - $ 2 , 5 0 0
G =1100.0~1 - $1.~00.000
K =$15,001 - $ 5 0 . 0 0 0
0 - $ 5 4 1 0 , 0 0 1 - $ 1 , 0 0 0 . 0 0 0
C =$2.501 - $ 5 . 0 0 0
H I = $ I , ( 1 1 } . 0 0 I
L =$50,001 . $100,0~0
PI = $ 1 , 0 O O . { X ) l .
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FINANCIAL DISCLOSURE REPORT
Page 47 of 103 Standish, W il l iam L.
Dtte of Report
07/ | 2/~011
Vl l . INVESTMENTS and TRUSTS
N O N E (No reportable income, assets, or transactions.)
A. B. C. D .
D e s c r i p t i o n of Assets Income during Gross value at end T r a n s ~ c t i c m s d u r i n g r e p o r t i n g p ~ ’ r i o d
( in c l u d in g t r u s t a s s e t s ) r e p o r t in g p ~ ’ i o d o f r ~ p o ~ t i n g p ~ r i o d
(I) (2) (I) (21 ( l ~ , (2) (3) (4) (5 ~
P l a c e " ( X ) ° after each asset A m o u n t T y p e ( e . g . , V a h ~ e Value T y p e ( g . , D a t e " V a l u e Gain | d e n ’d ~ y o f
exempt f rom prior disc lose Code I d i v . , r e n t , Code 2 M e t h o d b o o " , s e l l , m m ¢ d d ’ y y C o d e 2 Code I b u y e t ! ~ e l l e r
( A - H ) o r i n L ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) { A - H ) ( i f p r i v a t e
( Q - W ) I t a n s a c l i u n )
732. - lnformat ica Corp
733. -JP M o r g a n Chase & Co
734. -Juniper Networks Inc
735. -Kbr Inc
7 3 6 . - L imi t ed B r a n d s
7 3 7 . -M c K e s s o n C o g
738. -Medt ronic In¢
7 3 9 . -Me r c k & C o
740. -Microsof t Corp
7 41 . - Mo r g an S t an l ey
74 2 . - M o t o r o l a I n c
7 43 . - New el l R ub b er mai d I n c
7 44 . - New s C o r p
745. -Nextera Energy
746. -Nords t rom In
747. -Nordstorm lnc
748. -Nokal Corp-Spon ADR
Bu y 08/16/10
S o l d
S o l d
Bu y
Bu y
( ad d ’ l )
S o l d(part)
Bu y
(add’l )
Bu y
Bu y
Bu y
Bu y
B u y
(add’l )
C l o sed
01/11/10
09tl0/10
11/26/10
01/07/]0
09/22/10
i 01/26/10
08 /17 /10
09/22/I 0
08/27/10
07/09/I 0
08/12/10
i See Section VIII # 1 1
i . Income Gain Codes ;
[See CrOutons B] and
C=$2.501 -
H I -$ 1.000.O01 - $5 .000.000
L -$30.0o i - 5 1 0 o . 0 0 0
H2 =More than 55,000.000
M * $ 1 0 0 , 0 O t. $ 2 5 O . 0 ( 1 0
P 2 - $ 5 , 0 0 0 . 0 0 1 . 525.f’100.0~
T = C a * h
E = 5 f . % 0 ~ l - $ 5 O . 0 O O
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FINANCIAL DISCLOSURE REPORT
Page 48 o f 103
N a m e o f P e r s o u R e p o r t l a g
S~*,nd i~h , Wi l liam L . 0 7 / I 2 / 2 0 1 1
V I I . I N V E S T M E N T S a n d T R U S T S - ,, c o ,. o 0 ~ - ~ . . , , ,~ , . ~ . ,, /o , , , o . ~ t , a e , , h o ~ . o /, ~ , ~ . ., ,, ~ a o ~ e , , , children: ~e° p p . 3 4 - 6 0 of f i l ing instrucdom.)
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
D ~ s c r i p t i o n o f A s s e t s Income during Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
(including trust assets) r e . p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d
(I) 1 2 ) (I) (2) (I ) (2) (3) (4) (5 )
P l a ¢ . " I X ) " a f t e r e a c h a s s e t A m o t m t T y p e ( e . g ., V alt~ Va lue T y p ~ ( e . g . , D a t e Value Gain I d e n t i ty o f
e x e m p t f r m , a p r i o ~ d i s c l o s u r e Code I d i v . , r e n t , C o d e 2 M e t h o d l : ~ y . s e l l , m m /d d ~ y y C o d e 2 Code I buyer/seller
(A-H) o r i n t . ) ( J - p ) Code 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e
( Q - W ) t r a n s a c t i o n )
749. -Norfolk Southern Corp
750. -Occiden t ial Pel ro Corp
7 5 1 . -O m n i c o m G r o up l n c
752. -Oracle Cot9
75 3 . - P a r k e r Ha n n i f i n C o t 9
75 4 . - P a r k e r Ha n n i f i n C o t 9
755. -Pepsico lnc
756. -Pfizer Ine
757. -Praxai r Inc
7 5 8. -P r o c t e r & G am b l e C o
759. -Publ ic Svc Enterpr ise G roup Inc
760. -Publ ic Svc Enterpr ise G roup inc
761. ’" -Qualcomm
7 6 2 . -Q ua l c o mm I n c
7 6 3 . -Q ua l c o mm I n c
7 6 4 . - Q ua i co m m
765. -Raytheon Co
B u y
(add’l)
B uy( a d d ’ l )
B uy
S o l d
B uy
B uy
( a d d ’ l )
Buy
B u y(add’i)
Sold(part)
B uy
(add’t )
06/16/10
I 0 / 0 5 / I 0
1 2 1 2 9 / 0 8
06/23/10
01i07/10
05/25/10
101/11/10
03/08/10
04/28/I 0
0 8 1 1 6 1 1 0
See Section VIll # 3
I . Income Gain Codes :
2. Value Codes
1~ L’o l~nns C I aM
J . Value XK~ C~s
1~ ¢ C o lmna L ’2 )
B ~$1.001 - $2,500
K = $ I 5 . 0 0 1 -
V - O ~ h c r
D ~$$.0Ol . $15 ,~
H 2 ~ M o ~ : h h a n
M = $ 1 0 o . o o I - $ 2 5 0 . 0 O O
P 2 - $ ~ . 0 0 0 . 0 0 1 - $ 2 5 . 0 0 0 . 0 o 0
T -(’a.h M a r k t ~
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FINANCIAL DISCLOSURE REPORT
Page 49 o f 103
N a m ~ o f P e r s o n R e p o r t i n g
Standish, W il l iam L.
D a t e o f R e p o r t
07/12/2011
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
D e s c r ~ l ~ i o n o f A s s e t s Income during Gross value at end T~ an sac t i o o . s d ur i n g ~ i n g ~ n ~
(incl~g t~t a~e~) r~ing ~fi~ of r~ing
O) (2) O) (2) O) (2) (3) (4)
Place "(X)" after each ~t A m o u n t ~T~ (e.g., V a l ~ Val~ T~ (e .g. , ~ V a l ~ Gain Id~fi~
¢ x ~ p t f ro m p r~ r d i~ lo ~ C ~ e I d i v . , r e i n , C~ 2 M~ ~y, ~11, m~d&~ C ~ e 2 C ~ e I buy~/sell~
(A-~ ~ ~ t . ) ( J - P ) C~ 3 ~e mp t i on) ( ~ - P ) { A - l l ) (if ~vate
{ ~ W ) uan~ ion )
7 6 6 . - Sc hw ab C har l e s C o r p Ne w
7 6 7 . -S emp r a En er g y
768. -Target Corp
769. -Textron Inc
770. -Thermo Fisher Sc ient i fic
771. -Time Warner Inc
772. -Time Warner Inc
773. -Tyco Intl Ltd
774. - Un i le v e r P LC A D R
775. - V a l e S A - S p A D R
776. -Ver tex Pharmaceut ical s Inc
777. -Ver tex Pharmaceut icals Inc
778. -Verizon
779 . -Visa In c CI A
780. -Visa Inc C I A
781. -Wel l s Farg o & Co N ew
782 . -Wel l s Farg o & Co N ew
Sold
So ld(part)
B uy
(add’l )
S o l d
So ld(par t )
B u y(add’l )
S o l d(par t )
S o l d
S o l d
B uy
S o l d
B uy(add’l )
B uy
( a d d ’ l )
01/07/I0
08/12/10
01 /13 / I0
07/07110
09/08/I 0
06/02/10
01/13/10
06/24/10
12/09/08
01/30/09
08/17/10
08/13/10
09/16/10
See Section VIll #3
See Section VIII #3
Income Gain Codes :
IS¢Columns BI and D4)
Value Codes
( ~Colmnns (’l and D3 )
B = $ 1 , 0 0 1 - $ 2 , 5 0 0
G -$1~0.00! - St,000.000
K -$t5.001 -
O -$500.O0! - $1.000,000
R ~<’o~t (Rc,tl [ g a t e O n l y )V q 3 " ~ h c v
E = 115 , 001 - SSO.OqO
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FINANCIAL DISCLOSURE REPORT
Page 5 0 o f 103
N a m e o f P e r so n Reporting
S t a n d h h , W | l l ia m L ,
D a t e o f R e p o r t
0 7 / I ~ 2 0 1 1
VII. INVESTMENTS and TRUSTS
N O N E (No reportab le income , asse t s , or t ransa ct ions.)
D e s c r i l ~ i o n o f A $ ~ ~ s I m : o m ¢ d u r in g
[ i n c l u d i n g t n ~ s t a s s e t s ) r e p o r l i n g p e r i o d
{11 (2)
P l a c e " ( X ) " a h e r e a c h a s s e t A m ou nt T y p e ( e . g . ,
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d i v . , r c n LI A - H ) o r i n t . }
G r o s s v a l ~ e a t , e n d
o f r e p o r t i n g p e r i o d
(I) (2)
V a k ) V a l u e
Code 2 M e t h o d
( J - P ) Code 3
(O-W)
(I )
T y p e ( e . g ..
b ~. sell,r t d e m p t i o n )
Tr ansac t i ons dur i ng r epor t i ng per i od
(21 ( 3 ) (4) (~ )
D a t e Value Gain I d e n t i ty o f
m m /d d/ yy C od e 2 Code I I ~ l y e r l e S e l l e r
( J - P ) ( A - H ) ( i f p r i v a t e
t r a n s a c t i o n )
78 3 . - Wh i r lp o o l C o r p Sold 11/26/10
784. -XTO EneqD’ Inc Sold 06/16/10
7 8 5 . - L y c o m i n g C n t y P A 3 . 8 7 5 - 2 0 1 8 .
786. -Mi l ford Twp PA 3.4 - 2016
787. -Shaler PA Area S ch Dis t 3.3 - 2016
788. -Dreyfus Prem LT Hi Yld
7 8 9 . - I sha res MS C I Em er g i n g Mk t s I n d ex F d
7 9 0 . -l sha r es MS C ! E A F E I n d ex F d
Buy
(add’l)
0s/ t Il l01
7 9 1 . -I sha r es S &P M i d c ap 40 0
7 9 2 . -I sha r es Tr S &P S m al l C ap 6 0 0
793. Trust #8-B (GST Non-Exempt) G Div & Int PI T
Sold 08/I 1/10:
(part)
S o l d 08/1 i/10(pro)
PI E See Sec t ion Vl l l #1
7 q 4 . -B NY ’ Mel l o n Nat ’ l Mun i M M F un d M Mon Mkl Inv
795. - A l le g h e n y C n t y P A Ho s p De v A l l e g G e n
Hosp 7.375-2012
796. -Al legheny Cnty PA Por t Auth SPL Rev
5.0-2021
797. -Athens PA Area S c h Dist 4.5-2014
798. -Bensalem Twp PA 3.5-2012
799. -Chester Cnty PA Heal th & E ,d 4 .0-2020 B u y 07/’29/10
(See (.’olun~ CI and D]I N ~$2.~0,(J~1 . $5(J(I.000 0 =$500. (~ I . $ I . (XIO.I.~O Pl =$ |.000.001 . ~5.000.0~ P 2 -$ 5 . 0 0 0 . 0 0 1 - $ 2 S . 0 0 0 . 0 1 ~
£ - $ 1 5 . O 0 1 . $ 5 0 . O L ~ 1
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FINANCIAL DISCLOSURE REPORT
Page 51 o f i 03
b;ame Of Person Reporting
S t a n d i s h , W i l l ia m L
N O N E (No reportable income, assets, or transactions.)
A B. C. D.
D escr ip t ion o f A sse ts I n co m e d urin g G ro .~ v a lue at e n d Tr ansac t i ons dur i ng r epor t i ng per i od
(including tt’xlst a.*.~ets) repo r t ing ix- riod of r epor t i ng per i od
(I) (21 (I) 12 ) (I) 12 ) (3) (41 (5)
Place "(X)" after r~h asset A m o u n t Type (cg., V a l u e V~lue TYl ~ ( e .g . , D ate V a l u e G ain I dent i t y of
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d iv ~ ren t . C o d e 2 M etho d b uy, se ll, m m / d d i y y C o d e 2 C o d e I bu~lseller
{A-HI or in t . ) (J-P ) C o d e ~ re d cm l~io n ) (J-P ) {A-H} {ifl~dvate
( Q - W ) t ransac t ion )
800. -Columbia Boro PA Sch 4.0-2027
801. -Counci l Rock PA Sch Dis t 4 .0-2017
802. -Eas t St roudsbursz PA AR 4 .0-2022
80Y -Lancas ter PA Area Swr 3.4-2012
804. -Laurel Highlands PA 3.625-201 I
805. -M’anches te r Twp P A 3 .125-2019
806..-Onlelauee Twp PA Muni 4 .1-2023
! 807. -PA St I t igher Ed l Facs Auth 4 .65-2018
t808. -PA St Higher E dl Facs Auth 4.0-2010
i 809. -Pennsbury Penn Sch 3.375-2011
810. - P h il a d e l p h i a P A G a s Wk s R e v S e c o n d S e r
5.0-2011
81 I . .Shenand oah Va l ley Sch Dist PA 4.0-2021
I 8 1 2 . -Snyder Cnry PA Higher 3 .g5-2016
813. -Spr inget t sbu~ Twp PA 4.0-2024
814. - S t a te P u b S c h B i d g A u t h P A C o l l e g e
4.125-2025
815. -State Pub Sch Bldg PA C ol lege 2 .6-2010
’816. -Upper Mer ion PA 4.0-2013
Bu y
B uy
M a t u r e d
Buy
Bu y
Matured
So ld
07119/I0
04/20/10
07/01110
02/I 6/I 0
OS/17110
07/15/10
02/16/101
J
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FINANCIAL DISCLOSURE REPORT
Page 52 of 103
N e m e o f P e r s o n Raport ing
Slandhh, William L
D a l e o f R e p o r l
07/12~01 I
N O N E (No reportable income, assets, or transactions.)
[ ~ . ’ + c r i p t io n o f A s ~ z s Income during
tin<luding trust a s s e t s ) r e p o r t i n g p e r i o d
(tl (2)
P ~ c e " ( X ) " after each ass~ A m o u n t TyI~ leg.,
e x e m p t f r o m p < ’ i o r d is c l o s ’ u r ~ Code I d i v . , r e n t .
( A - H ) o r i n t . )
G r o ~ value a tend
o f r e l ~ o ~ i n g p e r i o d
(I) (2)V a h m Value
Code 2
(~P) C~ 3
( Q - W )
buy, ~II,
r e d e m p t i o n )
Transact ions dur ing r~ por t ing pe r i , ,x l
(2 )
D a t e V alue G ain I d e n t i ty o f
m m l d & " / y Code 2 Code I buy~lseller
( J - P ) (A-H) { i f p r i v a t e
Iran~ction)
8 1 " / . - Wa s h C a t s , P A A u t h R e v G i r a r d C o l l e g e
4.45-2010
818. -W Perry Penn Sch 3 .4-2013
8 1 9 . -A T & T
820. -Accenture Lid
821. -Al l iance Data Sy~ Corp
i8 2 2 .. Al l sc r ip t s -M isy sH e a l th ca re So lu t io n
82 3 . -A m er i c an Exp r es s C o
82 4 . -A m er i c an Exp r es s C o
825. -American In t l Group
826. -Amerprise Fin l
82 7 . - A mg e n
8 2 8. .A m g e n I n c
829. -Amyl in Pharmaceut ical s Inc
830. -Amyl in Pharm aceut ical s In
8 3 I . -Anadarko Pet roleum Corp
832. -AOL
833. -Apache Corp
M a t u r ~ x l
Sold
So ld
B uy
B uy
B uy(add’l)
Sold
S o l d( p e ~ t )
So ld
B uy
B uy
(add’l}
B uy
S o l d
05107/10
04/01 ! 1 0
01111/10
08/20/I 0
06/24110
07/09/I 0
08/13/08
02!18/10
o8/13/IO
o5!1 I/IO
06123/10
06/23/10
01/07/10
See Section Vlll #3
I In terne (;a ln tode~: A ~$1.000 or less B =$ 1 , O 0 1 - $ 2 , 5 L ~ ) C =S 2 , 5 0 1 - $ 5 , 1 J < 3 0 D -$5,~1 - $15,~
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FINANCIAL DISCLOSURE REPORT
Page 53 o f 103
~ a m e o f P e r s o n R e p o r t in g
Standish, Wil l iam L
D a t e o f R e p o r t
0 7 / ~ 2 / 2 0 1 1
VII. INVESTMENTS and TRUSTS -
N O N E (No reportab le income , asse t s , or t ransa ct ions.)
D escnp t ion o f A ~ s~ ts I n c o m e d u r i n g
(including trust a~:e~) ~ -por t ing pe r iod
Place "(X)" afl~ ~¢h ~t A~I ;T~ (e.g.,
exempt fr om p~r di~reIA-H)
Gro~ v a lue a t end
o f r e p o r t i n g p e ~ o d
Value Val ue
C~e 2 Me~
(~P) C~e 3
T y p e ( e . g . ,
I m y , s e l l .
r e d e m p t i o n )
Transactions dur ing re l :~ n ing pe r iod
(2) (]) (4)
D ate Val ue G a i n Id~tity of
m m /d d/ yy C od e 2 C o d e I b~yeUsellel-
( J-P) ( A-HI ( i fp r iv a te
t ran~taction)
834. -Apple lnc
83 5 . -A p p le In c
836. -Auto Liv Inc
837. -Bank ofAmerica Corp
838. -Bank ot"Amerlca Corp
839. -Bl’ack ro ck Inc
840. -Capital One Financial Corp
841. -Capital One Financial Corp
842. -Capitat On e Financial Corp
843. -Carnival Corp
844. -Caterpillar Inc
845. -Chubb C o r p
846. -Cigna Corp
847. -Cisco Systems
848. -Cisco Systems
849. -Co~a Cola E n terp r i s es Inc
850. -Comerica Inc
Sold( p a r t )
(add’l)
S o l d( p a r t )
B u y( a d d ’ l )
B uy
( a d d ’ l )
S o l d
B u y
Buy(add’l)
B u y( a d d ’ l )
B uy
B u y
S o l d( p a n )
S o l d( p aa )
S o l d
B uy
01/26110,
04/28/I 0
09/22/10
05/I 1/10
09/16110
0 9 1 1 6 ~ 1 0
01/22/10
07/09/10
1 0 1 0 5 1 1 0 ’
0 7 / 0 7 / I 0 ~
06/21/10
03/08110
1 1 / 1 7 1 1 0
05/I 1/10
09110/10
I . Income Gain (’odes :
t.%:e (’oltmm~ B I a n d
D -$5.001 - $ I
H2 ~M~re than
M ~$100,001 - $250.~O
T -(’a~ M a A c t
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~ a m e o f P e r s o m R e p o r t i n g
Standish, W il l iam L.
V I I . I N V E S T M E N T S a n d T R U S T S -~ ...... t., . ttaas.alo~ (lndud¢~ those o/’spc~e a nd d, pc ndt*t children; set pp..!1-60 o/fillng instructlon.t)
N O N E (No repo r tab l e i ncome , a s se t s , o r t r an sa c t ions .)
A. B. C. D.
D e s c r i p t io n o f A s s e t s Income during G r o s s value at end Transa¢Iio~ during ~eporling period
I i n c l u d in g m . L ~ t a s s e t s ) rtporling i~riod of rei~rting I~riod
(I) (2) O) (2 ) (0 21 (3) (4) 1 5 1
P l a c e " I X ) " a t~ e r e a c h a s s e ~ A m o u n t Type le.g, Value Val~: T y I ~ ( e . g . , D a t e Value Gain I d e n t i ty o f
e x e m p t f r o m p r i o r d i s el o s u r ~ Code I div.,renl, C od¢ 2 M et h o d t r o y , s e l l , m m . t d ~ . ’ y y C od 2 C o d ~ : I buyer/seller
{ A - H ) o r i n t . ) I J - P ) Code 3 r t ’ d e m p t i o n ) { J - P ) ( A - H ) ( i f p r i v a t e
( Q - W ) t r a n s a c t i o n )
851. -Concophi l l ips
85 2 . - C umm i n s I n c
8 5 3 . -C V S C a r e m a r k C o r p
8 5 4 . -C V S C a r e m a r k C o r p
85 5 . - C V S C ar emar k C o r p
8 5 6. .D a n a h e r C o rp
857. -Dreyf~ Premier Limi ted Term High Yield
Fund CI 1
858. -DuPont El DeNemours
85 9 . - EMC C o r p
86 0 . - EMC C o r p
861. -Energ izer Hold ings Inc
862. -Exelon Corp
863. -Exxon Mobi l Corp
864. -Fedex Corp
865. -Fi rs~ Hor izon Nat l C orp
866. -Ford Motor Co
867. -Frankl in R es Inc
So ld 09/10/10(part)
Sold 01/13/10(part)
So ld 06/’24/10( p a r t )
Sold 08/20/10(part)
Bu y
B uy(add’l )
So ld( p a r q
B uy
Sold
So ld
S o l d
B uy
06/I 7/09
04/28/10
’ 10/05/10
11/17/10
08/27/I 0
06t21;10
01129/10
I 1 / 2 6 / 1 0
See Section VIIi #3
G a i n
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FINANCIAL DISCLOSURE REPORT
Page 55 ofi03
N a m e o| Pet’.on R e o o r t i n g
SI,,ndish, William
Vl l . INVESTMENTS and TRUSTS
NONE (No reportable income, assets, or transactions.)
A. B. C . D .
D e s c r i p t i o n o f A l . ~ t | I n c o n ~ d u r i n g G r o ~ v a l u e a t e n d T r a n ~ c t i o n s d u r i n g r e p o r t i n g ~ i ~
( i n c l ~ i n g trust assets) r ~ n i ng ~ i~ of r~ning ~i~
( ] ) ( 2 ) ( I ) ( 2 ) (I) (2~ ( 3 ) ( 4 ) (5)
Pl~e "(X)" a~er ~ch a~t Am~l T~ (¢-g~ Value V a l ~ Ty~ (g., D a l e V a l ~ Gain Id~lily o f
~empt ~om pr~r di~ lo~re C~ I d l v . . t e n s , C~ 2 M e t h ~ ~ , ~ 11 , mm~’~ ~’~e 2 C~ 1 buy~ller
{ A - H ) ~ int.) ( J - P ) C ~ e 3 r e d e m p t i o n ) ( l - P ) ( A - H ) (if pnvale
( Q - W ) t r ~ c t i o n )
868. -Gap lnc
86 9 . -G ap I n c
870. -General E le c t r ic
87 1 . -G o o g l e I n c
872. -Hal l iburton Co
873. -Hess Corp
874. -Hewlet t Packard Co
8 75 . -Ho m e De p o t I n c
8 76 . -Ho m e De p o t I n c
877. -Honeywell ln t’l
878. -Hospir ia Inc
879. - Hum a n G e n o m e S c i e n ce s l n c
880. - I B M C o r p
881. -Informatica Corp
882. - JP M o r g a n C h a s e & C o
883. -Juniper Net’works Inc
884. -Kbr Inc
B uy 01t13!10I
(add’l )
S o l d 0 7 , ’ 0 9 1 1 0
¯ So ld
So ld( p a n )
S o l d(parr)
B u y
( a d d ’ l )
Bu y
( a d d ’ l )
B u y
Sold
So ld
08/16 /10!
05125/ I 0
06/ 0 2 / I 0
02/18/10[
0 8 / ! 6 . " 1 0
08116/10
0 1 1 1 I ! 1 0
09110/10
I n , : a ¢ o c G a i n C o d e s :
( S ~ e ¢ o l m n n s C I a r id D 3 )
3 Valu~ Method ~
P4 ~Mor¢ than $~.0.000.01~
M :|100001. $250.000
P2 -$5.000.001 - $ 25.f.~0.000
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FINANCIAL DISCLOSURE REPORT
Page 5 6 o f 103
N a m e o f P e r s o ] s R e p o r t i n g
Standish, W il l iam L.
Date ef Repot!
07/12:2011
Vi i . INVESTMENTS and TRUSTS
N O N E (No reportab le income , asse t s , or tran sac t ions. )
A. B. C. D.
Desc r i p t i on of Asset s I nc ome dur i ng G ro s s v alu~ a t e n d ]’ra n s a ctio n s d urin g ~p ~’tin g I’~rio d
( inc lud ing t rus t a s se ts ) repo r t ing pe r iod of t ’W, ~ai ng I ~mod
(.t l (2 } (I} (2) (I} (2) (3) 14)
Place "(X)" a l t e r each a s se t A m o ~ m t Type ( e . g . . Valt te V a l u e Type ( e . g . , Da te Val ue G ain I d e m i l y o f
e x e m p t f r o m p r i o g d l s c l o ~r e C o d e I dlv., rent , C o d e 2 M e tho d b uy, se ll, m m/ d d /yy C o d e 2 C o d e I buyevsdl~
( A-H) or in t . ) (J-P) C o d e 3 r e d e m p t i o n ) ( J -P) ( A-H) ( i f pr i val e
( Q - W ) t ransac t ion )
885. -Limited Brands Inc B uy 1 i/260 0
886. -McKesson Co r~ Buy 01107/10{add’l)
887 . -Medtron ie Inc
888. -Merck & Co S o l d 09/22/10
(part)
889. -Microso f t Coq3 B uy 0 1 1 2 6 1 1 0
(add’l )
89 0 . -Mo r g an S t an l ey
891. -Motorola Ine B uy 08/17/10
892. -New York Fire-Shield Inc
89 3 . -New el l R ub b er m ai d l n c Buy 09/22/10
894 . .New s C orp
895 . -Next era Energy Inc B u y 08/27/10
896. -No rd s tro m In c B uy 07/09/10
897. -Nords!rom Inc
898. -Norfolk Southern C orp
899. -Occidentml Pet ro Co rp
9 0 0 . -O m n i c o m G r n up I n e
901. -Oracle Corp
Buy 08/12/10(add’l)
B u y 06/16/10(add’l)
B uy 10/05/10
(add’l )
I. I i~.-om¢ G a in (’odes :
I ,¢,ce Cohmm~ B I and
I ~ ’Co lu~n~ V I and D3
t =$2 .501 -
HI ~ $ 1 . 0 0 0 . 0 0 1
L ~$50,001 - $ 1 U Q , 0 0 0
P4 :More than $50,000.000
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FINANCIAL DISCLOSURE REPORT
Page 5 7 o f | 03 IN a m e o f P e n ~ a R e p o r t i n g
Sta n d i sh , W | t l i a m L.
D a t e o f R ~ p o r t
0 7 : 1 Z : 2 0 1 I
VII. INVESTMENTS and TRUSTS
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
D e s c r i p ti o n o f A s s ~ = s Income during Gross value st end T r a n s a c t io n s d u f i n ll r ¢ p o a m g p e r i o d
( i n c l u d i n g t r u s t a s s © t s ~ r e ~ o r t i n l l p ~ n o d o f r e p o ~ t i n g I ~ r i o d
(I) (21 (I) (2) (1 1 (2~ (3) (4)
Place "(X)" after ~:h as~t A m ou nt T y pe ( e .g ., Value Value T y p e ( e . g ., Dale Va h ~ Gaitl l d ~ l ~ l i ty o f
e x e m p ~ f r o m p r i o r d i s c l o s u re Code I d i v . , r e n t . C U d 2 M e t h o d buy. ~II, m m J d d / y y C o d e 2 Code I buyer/seller
( A - H ) or int) ( . I - p ) C o d ~ 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a l e
{ Q - W ) t r a n s a c t i o n )
I02. -Parker l lann if in Carp
903 . -Peps ico Inc
904. -Pfizer Inc
905. -Praxair
906. -Proc ter & Gamble Co
907. -Publ ic Svc Enterpr i se Gro up Inc
908. -Publ ic Svc Enterpr i se Gro up Inc
909. - Qu a lc o m m I n c
9 1 0 . .Q u a l co m m I n c
9 1 I . - Q ua l eo mm
912. - Qu a lc o m m I n c
913. -Raytheon Co
914. - S c hwab C har l e s C ar p Ne w
9 1 5 . - S emp r a En er g y
9 1 6 . - S up er v a l u I n c
9 1 7 . - Tar g e t C ar p
9 1 8. -Ter ex C ar p New
So ld ’ 0 6 / 2 3 1 1 0
Bu y
Buy(add’l)
Buy
(add’l)
Buy
(add’l)
S o l d
(part)
B u y(add’l)
S o l d
S o l d
S o l d(par t )
S o l d
i
I
0 5 , r 2 5 / 1 0
03/08/I 0
04/28/10
08/16110
01/07/10
07/28/08
08/12/10
10/24/08
See Sect ion VIII g6
S ee S ec t i o n V l l l
2. Value
A ~$1,0~ or le~z
F =$50.(101 .
N :$;~.50.001.
PJ -$25.000.0OI -
U ¯ 9t~x
Value
C = $ 2.5o i -
HI "$L000.09| . $ 5 . 0 0 0 . 0 0 0
L =$50.001 - $100.000
PI =$ 1.000.0OI -
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FINANCIAL DISCLOSURE REPORT
Pa ge 5 8 o f 1 0 3
N a m e o f P e r s o n R e p o r t l tg
Standish, W|l l iam L.
D~te of Report
0"//12/2011
V I 1 . I N V E S T M E N T S and T RUSTS -
NOblE (No reportable income, assets, or transactions.)A. B. C. D.
D~ scriprioa of As~ts Income during Gross value at end Transactio’a.s during reporting po’iod
(including t rus t a~ e~ , ) reporting po’iod of reporting period
(1~ (2~ (I)
Place "(X)" after ~ch a~ ~o~t T~ (e.g,, Value Val~ T~ (g,, D ~ e Val~ Ga~ Id ~ t ky o f
exert from w~r diglo~e C~e I div., rent,(A-ID or inL ) U -P ) C~ 3 redemption) (J-P} (A-H) (if pnvage
(~W) t~cfion)
919. -Textron Inc
920. -Thermo Fisher Scientific Inc
92 I. -Time Wamta" Inc
922. -Time Wamer Inc
923. -Travelers Cos Inc
924. -Tyco Int’l Lid
925. -Unilevet PLC ADR
926. -Vale SA-Sp
927. -Vefetex Pharmaceuticals In~
928. -Veretex Pharmaceuticals
929. -Verizon Comm
930. -Vi~ Inc CI A
931. -Wells Fargo & Co
932. -Wells Fargo & Co
933. -Whirlpool Corp
934. -Xto Energy Inc
935. -Zimmer HIdgs lnc
Buy 01/13/10
( ad d ’ l )
S o l d
( p a r t )
Sold Section VIII #6
Sold
( p a r t )
Buy
(add’l)
So ld(part)
S o l d
So ld
S o l d
B uy
( ad d ’ l )
B uy(add’l}
Sold
So ld
Sold
See Section Vlll ~ 3
See Section Vlll #3
I ~ $ 1 5 . I R M ) o r
N ~,250,001 ¯ $.~00.000
P3~ $ 2 5 . 0 0 0 . 0 0 1 -
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FINANCIAL DISCLOSURE REPORT
Page 5 9 o f 103
N a m e o f P e r s o n R e p o r t i n g
Standi sh , Will iam L
I~ate of Repert
07/12/201 I
Vii. INVESTM ENTS and TRUSTS -
NONE (No reportable income, assets, or transactions.)
A. B. 1 2. D.
D escr ip t ion o f A sse ts I n co m e d urin g G ro ss va lue at e n d Transact ions dur ing repo t’ l ing pe r iod
( i r rc lud tng t rus t a~rs) repo r t ing pe r iod of r epor t i ng per i od
(11 (2~ (I) (2) II) (2) 13) 14) 15)
Place "IX)" a f t e r each a s se t A m o u n t Type ( e . g . , V a lue V a lue Type ( e . g . , Da te Val ue G ain I dent i t y of
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d iv .. re n t, C o d e 2 Mt’thod buy, .se ll , m m / d d / y ’ y C o d e 2 C o d e I I :myer/seller
( A-H) or in t . ) ( l -P) C o d e 3 t~-demptinn) (J-P ) (A -H) ( i f pr i vat e
( Q - W ) t ransac t ion )
9 3 6 . -I sha r es MS C I Em er g Mk t s I n d ex F d
9 3 7 . -I sha r es M S C I EA F E I n d ex F D
9 3 8. -l sha r es S &P M i d c ap 40 0
9 3 9 . -I sha r es Tr S &P S m al l C ap 6 0 0
940. -Royal ty lot Goo se Creek D is l , Harr is Co
TX
941. -Royal ty P int s-Ceres Heal th C are Ltd
Partnership II
9 4 2 . Trust # 9 ( G S T E x e m p t )
9 43 , - B NY Mel l o n Nat l Mun i MM F un d s M
944. -Riverfron t Cap Fund LP
9 45 . - W el l s F ar g o & C o New
946. -Dreyfus Premium Lid 3 " H
9 47 . -l sha r es MS C I E A F E I n d ex F d
9 48. . I sha t es MS C I Emer g i n ~ Mar k e t s I n d exFund
9 49 , - Isha r es Tr S &P S m al l C ap 6 0 0
950. -Spri t Trust Ser ies I
951. -Midcap Spdr Tr Uni t Set I
9 5 2 . T r u s t #10 ( G S T N o n - E x e m p t )
G :Int.,’Div.
E Int./Div.
Pl
PI
B uy 08/1 It10
(add’I)
So ld 08/I 1/10( p a r O
C l o sed
T
M o n M k t la y
So ld
B uy
S o l d
(pan)
T
05/I 2/08
C
!Worthless
S e e S e c t i o n VI I I
05/07/08 See Sec t ion VII I ~3
1 2 1 0 5 1 0 8
11/23/10
See Section VIll ~3
B S e e S e c t i o n VI I I # I
I. Inceazl¢ Ga in L’od~:s : A =!;1.000 ~’a le ss B =$ 1 . f l01 - $ 2 .5 ~ E =$15,0OI .
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FINANCIAL DISCLOSURE REPORT
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D a t e o f R epo t !
N O N E (No reportable income, assets’, or transactions.)
A. B. C. D.
Dc sc r l p l ion of A sset s I nc om~ dur i ng Gross value at e~ Transactions during reining ~ri~
( i nc l udi ng t r ust as~t s) ~ing ~ri~ of t~ing
(I) (2) (I) (2) (I) (2) (3) (4) (5)
Place’(X)" after ~ch ~ A~ T~ (e,g., Va lue V~ T~ (e.g., Date Value Gain Idenfi~ of
exemp~ from p~ di~l~e( A-H) or ioL) ( J-P) C~e 3 re~mpdon} ( J-P) {A-H~ 0f p r iv a te
( ~ W ) t ran~tion)
953. -BNY Mellon Natl Muni MM Funds M
954. -Allegheny Cnty PA 3.0-2010
955. -Al legheny Cnty PA Hosp Dev Auth4.25-2023
9 5 6 . -Co m mo n weal th Fin g A o th PA 3 .3 75 -2 02 5
957. -Luzerne Cnty PA 2.85-2010
958. -Mo nroe Cnty PA 4 .4 - 2013
959. -Norwin PA Sch Dis( 4 .5 - 2014
960, -PA St4.25-2025
961. -PA St Higher 3 .25 - 2011
962. -Philadelphia PA A uth 4.6 - 2012
963. -Por tage PA Sch Dis( 3.75-2023
964. -Soudenon PA Area Sch 3 .5 -2015
M o n M k t l nv
Matured I 1 / 0 1 / 1 0
Buy 04/07/ i 0
Buy I I /OI/10
M atured 12/15/10
S o l d 04/01/10
Bu y I !/23/10
B u y 02/16/10
’ 965..South Side PA Sch Dist 3.45.2019
966. -West Chester PA 3 .25 -201 !
067. -Accenture Ltd
968. -Alliance Data Sys C orp
"969. -AIIs~ripts-Misys Heal thcare Solut ion
B u y
S o l d
05/17/10
05/17/I 0
S o l d 01/I 1/10
1
S o l d 08/12/10
(par t )
B uy 08/20/10
1. Income Gain Codes : A ~ $ 1 , 0 0 0 o ~ l e s s 13 =$1.00; - $2.500 1~" ~$2.501 - $5,~ D
P$ -$2F.~.~1 - $50,~,~ P4 ~M~¢ than
) Value M~ (’~~ Q ~A~I R - C ~ I ( R e a l E ~ t e ~ l y ) S ~As~s~m T <’~ Mark~
E = $ I 5.001 - $ 5 0 . l a X }
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FINANCIAL DISCLOSURE REPORT
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N a m e o f P e r s o n R e p o r t in g
Standl~h, Wil l iam L.
VII. INVESTMENTS and TRUSTS
N O N E (No reportab le incom e, asse t s , or t rar t rac t ions. )
A. B. C. D.
D escr ip t ion o f A sse ts I n c o m e d a r i n g Gr oss val ue a t end Tr ansac t i t ms dunng r epor t i ng per i od
( i nc l udi ng I i ~sl a~t ~) repo r t ing pe r iod off.:wring period
(I) ( 2 ) (I) (2) (I) ( 2 ) (3) (4)
Place "(X)" aft~ each asset A m o u n t Type ( e . g . , V a l u e V a l u e Type ( e . g . . D ate Val ue G ain l d t n t i t y of
ex empt f r om pr i og d i sc l osur e C o d e I div., rent . C o d e 2 Mct~xl I~Jy, s~ll, mrrb’dct’yy C o d e 2 C o d e I I myer !s¢ l l er
( A-H) of int.} (J-P} C o d e 3 r~ dernp t ion l O-PI I A-HI (if pr i , ,~te
(Q- W ~ tramsactiun~
9 7 0 . -A m er i c an Exp r es s C o
9 7 1 . -A m er i c an Exp r es s C o
9 7 2 . -A m er i c an Exp r es s C o
9 7 3 . - A mer p r i s e F i n l I n c
9 7 4 . -A m s e n I n c
9 7 5 . -A m g en I n c
B uy 06/24/10
B uy 07/09/I 0
(add’l )
So ld 08/12/10(par t )
So ld 08/12/10
(par t )
S o l d 02/18/10
(par t )
S o l d 08/13/10
976. -Amylin Pharmaceu ticals Inc
977. -Amylin Pharmaceu ticals Inc
978 . -Amylin Pharmaceu ticals In
979 . .Anadarko Pet ro leum Corp
B uy 05/I 1/10
B uy 06/23/10
(add’l )
S o l d 108/12/10
( p a r d
B uy 06/23/10
9 80 . -A O L I n c So ld 01/07/10
981. -Apache Corp
982. -Apple Inc
983. -Apple Inc
9 84 . - A p p l e
985. -AT&T
986. -Auto l iv Inc
S o l d 08/12/10
(part)
S o l d 01126/10
(par t )
B uy 04/28110
~ a d d ’ l )
So ld 08/12/10
(part)
Sold 08/12/10
(part)
Sold 0WI 2/10
(part) :
= $ 2 , 5 0 1 - $ 5 . 0 ( 3 0
I ~ $ I . O 0 0 , 0 0 1 - $ 5 . 0 0 0 f O 0
~$50.001 -
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FINANCIAI, DISCLOSURE R EPORT
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Person Reporting
Standish, William L
D a t e o f R e p o r t
0 7 1 1 2 / 2 0 1 1
VII. INVESTMENTS and TRUSTS - i. ...... ~ . , , , .... c t ion ~ ¢ ln c l . d e , th ose of sp o~s t ~n d d ep tn d tn t ch i ld ren ; s t t p ~ 34-60 o[ f! l i . g in s t eu c t ioa s . )
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
Lk~ =np l lon o f A ~ se ts I n c o m e d u r i n g Gr oss val ue a t ¢md T r a n s a c t i o n s d u r i n g r e p o r t i n g ~ t i ~
~i~l~mg t~t a~s) ~iag ~i~ of r~ing
(I) (2) (I) (2) (D (2) (3) (4) (5)
PI~ "(X)" a~er ~ch as~l Amour Ty~ (e.g., Val ue Va[~ T~ (e.g., Dale Val~ Gain IdyllW
of
~empt from pr~ ~clo~e C~e I di v . , r en t .~A-H) or in t . ) ~!-~ C~ 3 ~pfion) O-P) {A-tI~ ( i f pr i vat e
( Q - W ) t~ction)
987. -Auto l iv Inc So ld 09/16J10
(part)
988. -Bank of America Corp B u y 05/11/10
(add’l )
9 8 9 .. Ba n k o f Am e r ica Co rp S o l d 08/12/I 0
9 9 0 . -B an k o f A mc r i c aC o r p B uy 09/16110
{ a d d ’ l )
9 9 1 . - B l a c k r o c k I n c S o l d 0 8 / 1 2 J I 0
(par t )
9 9 2 . . Bla ck ro ck [n c So ld 09/16110
993. -Capi tal One Financial Corp Bu y 01/22/10
994. -Capi lal One Financial Corp
9 9 5 . .Ca p i l a l O n e Fin a n c ia l Co rp
996. -Capi tal One Financial Corp
997. -Ca.mival Corp
9 9 8 . -Ca rn iv a l Co N
999. -Caterp i l lar Inc
1000. -Chubb Corp
1001. -Cigna Corp
1002.-Cisco Systems lnc
1003. -Cisco Systems Ine
B uy 07/09tl 0
(add’l )
So ld 08/12/IO(part)
B uy 1 0 1 0 5 / I 0
(add’l)
Buy 07/07/I 0
B uy 08/12!10
(add’l )
Buy 0 6 1 2 1 1 1 0
So ld 08/12/10(part)
Sold 08112/I0(par t )
S o l d 03/08/10
(p~)
So ld 08/12/10
(part)
B= 5 1 . 0 0 1 - 52.500
G = $ 1 0 0 . 0 0 1 - $ 1 . 0 0 0 .0 0 0
K = $ 1 5 ,0 0 1 - $ 5 0 . 0 0 0
0 =5500,001 -$
C ~ $ 2 . 5 0 1 -
L " $ 5 0 . 0 0 1 - $ 1 0 0 ,0 0 0
P I - $ t .O00.OO I - $ $ .OOO.O00
T -~’L,.h MarkL’~
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Page 63 of 103
N a m e o f P e r ’ s o n R e p o r t in g
Standish, W il l iam L.
Date of Report
07/12/2011
VII . INVESTM ENTS and TRUSTS
N O N E (No reportab le income, asse t s , or t r~ansa ct ions. )A. B. C. D .
D e s c r i p ti o n o 1 " A s s e ~ s Income during Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
( i n c l u d i n g t r u s t a s s e t s I r e p o r t in g p e r i o d of r e p o r t i n g p e r i o d
1 1 | t2 1 III (2) 1 1 1 (2) (3) (41 (5 )
P E a c e " ( X ! " a f te r e a c h a s s e t Amoum T y I ~ : ( e . g . , Value Value T y p e ( e . g . , D a t e V alue G ain I d e ~ l t i t y o f
e x e m p t f r o t a p r i o r d i s c l o s u r e C ode I d i v . , r e n t , C o d e 2 M e t h o d buy, sell, r n n v ’ d d / y y Code 2 Code I b u y e r . ’ s e l l e t
I A - H ) o ¢ i n t . ) O - P I C o d e 3 r e d ~ m p t i o n ) I J - P } ( A - H ) l i t p r i v a t e
(Q-w) ~ r a n s a c t l o n |
1004. -Cisco Systems lnc
1005. -C/t/group Inc
1006. -Coca Cola Enterpr i ses Inc
1007. -Comer ica Inc
! 008. -Concophillips
1009. -Cumm ins Inc
I 010 . -Cummins Inc
101 I . -CVS Caremark Corp
I 012. -CVS Caremark Corp
1 0 1 3 .- C V S C ar emar k C o r p
1014. -Danaher Corp
1015.-DuPont E I DeNemours & Co
1016 . -E M C C o r p M a s s
1017 . - E M C C o r p M a s s
1018. - E M C C o r p M a s s
I019. -Energizer Holdings
1020. -Exelon Corp
i
S o l d
[ 1 1 1 1 7 / 1 0p r o )
S o l d 11/26/08
So ld
B u y
05/11/10
09!10/10
S o l d 08/12/10
( p a r t )
So ld [ 08/12JI0(par t )
S o l d 09/I 0/I 0
(part)
So ld 01/13/10
(par t )
Sold 06/24/I 0
( p a r t )
Sold 08/20/I 0( p a r t ’ ~
S o l di 08/1~I0
(part)
So ld 08/I 2 1 1 0
|part)
B uy 04/28/10
(add’l )
Sold 08/I 2/10
(par t )
S o l d 10i05t10
( p a r t )
So ld " 0 8 / 2 7 / I 0 1
I . Income Gain
(.’5,:.: (’ohanns B I an d
L ~ . ~ : C o l u m n . . (’1 an d
C -$2,50~. $5.0~)
H I -$ 1.000.00 ! - $5.009.000
L = $ 3 0 , 0 0 1 . $1lJO,O00
P l : $ 1 . 0 ~ 3 , 0 ( 1 1 -
P 4 ~ M o t e th a n
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FINANCIAL DISCLOSURE REPORT
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N i m e o f P e r ~ n R e p o r t in g
Slandtsh, W il l iam L.
D a ~ e o f R e p o r t
07/12/2011
NONE (No reportable income, assets, or transactions.)
Typ~ (&,
b u y . sell,
redemption)
Transactions du ring r~ponin8 period
(2) (3) (4) (5)
D a te V a lu~ G a in I d e m i t y o f
m m ! d d ! y y C o d e 2 C o d e I b~yer/seller
(J-P) (A-H) Ofpdvate
ffansaclion}
1021. -Exxon M obil Corp
1022.-Fcdex Corp
1023. -First Horizon Natl Corp
1024. -Ford Mo tor Co
1025.-Frankl in Res Inc
1026. -Gap lnc
1027. -Gap Inc
1028.-General Electric
,1029.-Google Inc
1030. -Halliburton Co
1031..Hess Corp
1032.-Hewlett Packard
1033. -Home D~pot
1034. -Home Depol
1035.-Home Depot
1036.-Honey’well Int’l Inc
1037. -Hospiria ln¢
Sold
So ld
So ld
B uy
S o l d
B uy
(add’])
So ld
Sold
(part)
Buy
(add’l)
Sold
(part)
Sold
(part)
Sold
Sold
( p a r t )
S o l d
(part)
So ld(part)
S o l d
( p a r t )
S o l d
(pan)
08112/10
06t21/10
01/29/10
1 1 / 2 6 1 1 0
08/12/10
01/13/10
0 7 / 0 9 t I 0
08/12/10
O8/12/10
08/12/101
08/12/10
08/16/10
05/25/10
06102/10
Og/I2/ lO
08/12/10
08112/I0
B = $ I , 0 0 1 ¯ $2.500
G = $ I 0 0 . ~ ) I - $ I . 0 ~ 0 , 0 0 0
D -$5.0oI.
H2 =More than $5.04)0.000
M =$ | 00.[X] I - $
P2 -$5,0~.001 - $2J.000.0~
T =cash M ~ A c t
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FINANCIAL DISCLOSURE REPORT
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Name of Person Re1~rllng
S t a n d i s h , W i l l ia m L
~ le of Repor t
0 7 / 1 2 / 2 0 1 1
N O N E (No reportable income, assets, or transactions.)
A. B. C. D .
Dcs.~ption o f Assets I n c o m e d , . a ’ i n g Gross value st end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
(i~l~g ~st n~¢~) r~ng ~ ofr~in8
(I) (2) (19 {z) (I1 (z) {3) {4)
Place "{XF a~er o¢h ~s~ A~ ,T~ (e.g . . Value Vflue T~ (g., D I r e Vi]~ Gain Id~t i~ of
e x ~ p ~ f~ m p r io r d i~ lo ~ C~ I d~.. rent, C~ 2 Me~ ~ , ~ 11 , mm/d~ C ~ e 2 C ~ e I buyer/seller
(A-H) o r ~ t . } O - P ) C~ 3 ~ m p t i o n ) ( I - P ) { A - H ) 0 f p r i v a t e
( ~W ) tran~cti~)
1038. -Human Genome Sciences lnc
103 9 . -Hu man G en 0me Sc ien ces [ n c
1040. -IBM Corp
1041. -IBM Corp
1042. -Informatica Corp
1 0 43. -J P M o r g a n C h a s e & C o
1044. -Juniper Networks Inc
1045. -Kbr Inc
1046. -Kbr Inc
1047. -Limi ted Brands
1048. -Limi ted Brand s Inc
1 0 4 9 . - M c K e s s o n C o r p
1050. -McKesson Corp
105 I. -Med~onic Inc
1052.-Merck & Co
105 3 ..Merck & Co
1054. -Microsoft Corp
Buy 02/18/10(add’l)
So ld 08/ IZq0
( p a x t )
So ld 08/12/10(p~) ~
Buy 08/I 6/10(add’l)
Buy 08/I 6 / 1 0
Sold 08/12/10(part)
Sold Ol/ l 1/10
Sold 08/12/10(part)
Sold 09/10/10
Buy 08/12/10
Sold I I/26/I 0( p r o )
B u y OI/07tl 0(add’l)
Sold 08/12/10(part)
Sold :08/12/10( p a r t )
S o l d 0 8 / 1 2 / I 0(part)
Sold 09/22/10
( p a r t )Buy 01/26/10
(add’l)
I S ~ Colu~as CI and D 3 )
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FINANCIAL DISCLOSURE REPORT
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D a l e e [ R e p o r t
07/I 2/201 I
VII. INVESTMENTS and TRUSTS
N O N E (No reportab le income, asse t s , or tran sac t ions. )
A. B. C. D
D~x r i pt t on of Asset ~ I nc omF’dut i ng Gr oss val ue e t end Transports’as during r~ing
(i~l~ing tm~a~) r~ng ~ of r~ng ~
(I) {2) (1~ (2 ) {1) (2) (3) (4) (5)
Pl~e "(X)" aflff ~h ~ Am~t T~ (e.g.. Val ue Va~ T)~ (eg., D ate Val~ Gai n Id~tiff of
exempt f~m p~ d~lo~re C~e I div., ~ C~e 2 Mc~ b~, ~11, m~’yy C o d e 2 C~e I ~yer/sell~
( A-H) ~ int.) ( I -P) C~ 3 ~mpti~) ( J-P) ( A-H) ( i f pr i vat e
( Q - W ) tra~ction)
1055. -Microsoft Corp
105 6 .-Mo rg an S tan ley
1057.-Motoro l a Inc
So ld 08/12/10(part)
So ld 0~/12/10(part)
Buy 08/17/10
1058. -Newell Rubbermaid Inc B uy 09/22/10
1059. -News Corp Inc Cls B Buy 05/15/08 S ee S ec t i o n V l l l # 3
1060. -News Corp Inc Cls B
1061.-Nextera Energy Inc
S o l d 08/12/I 0
B uy 08/27/10
1062. -Nords trom Inc B uy 07/09/10
1063.-Nords t rom Inc
1064. -Nords trom lnc
1065.-Norfolk So uthern Corp
1066. -Occidental Pc(re Co
1067. -Occidental Petro Co
1068 .- Om n i e o m G r I n e
106q. -Oracle Corp
1070. -Oracle Corp
107 I. -Parker Hannifin Corp
B uy 08/12/I 0
(add’l )
S o l d !08/12/10C p a r t )
S o l d : 08/I 2/10
(put)
B uy 06/16/10
(add’l )
S o l d 08/12/I 0( p a r t )
So ld 08/I 2/I 0
(par t )
S o l d 08/I 2/I 0
(part)
B uy 10/05/10
(add’l )
S o l d 0 6 ~3i l0
2. Value Cud~
(~.’c Column’~ CI and D3)
(See Column (’2.)
D -$5,001 -
H2 Mc, n: tlum
T -~’a~h Mark et
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FINANCIAL DISCLOSURE REPORT
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Nam e of Person Report ing
Standish, William L.
D a l e o 1 " R e p o r t
07/12/2011
N O N E (No reportable incorne, as’sets, or transactions.)
[X-~cription of Assets Income during
(including u’~si assets) rrporting p~
(i) (2)Pla~ "(~)" after ~h ~ct ~unt T~ (g..
~xemp~ fr~ pH~ dixlo~re C~e I ~v., rent,
( A-H) o r i n t )
Gros~ ~ a l u ~ at e n d
o f r ~ p o n i n g period
(I) (2)Valu= Val ue
C o d e 2 M~z~
( I -P) C~ 3
(Q-~
(I 1
Type ( e . g . ,
b~y, s~[I,
r ~ d r m p i i o n )
D
Transactions du~ng re~,ning
(2) (3) (4) (5 )
Dale Va lu~ G ain I dent i t y o f
m m !d d/yy C od e 2 C od e I b~yeT/scller
(J-P) (A-H) ( i f I ’w i v m t c
Ir~n.~ciion)
1072. -Pepsico lnc
1 0 7 3 . -Pfizer I n c
1074. -Praxair Inc
1075.-Procter & Gamble Co
1076. -Public Svc Enterprise Group Inc
S o l d
S o l d( p a ~ )
S o l d
( p a r t )
Bu y
0 8 1 1 2 1 1 0
01/07/10
1077 . -Public Svc Enterprise G roup lnc
1078. -Public Svc Enterprise Group Inc
1079. -Qualcomm Inc
1080. -Qualcomm Inc
1081. -Qualcomm Inc
1082.-Qualcomm Inc
] 083. -Qualcomm Inc
1084. -Raytheon Co
1085. -Schlumbefger Ltd
1086. -Schwab Charles Carp New
1087. -Sempra Energy
]08g. -Target C o r p
Buy
( a d d ’ I )
Sold
(part)
B u y
(add’l)
Buy
(add’l)
Sold
Sold
Buy
( a d d ’ l )
So ld(par t )
So ld
Sold(part)
05/25/10
01/12/10
01/11/10
03/ 08 110
04/28/10
08/12/10
08/16/10
0 8 1 1 2 Y 1 0
01/07;10
08/I 2/10
I . I n c o ~ n ~ G a i n C o d e s :
3 V A I L - : M e t h o d
(Sc¢ Column r .-2t
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FINANCIAL DISCLOSURE REPORT
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N a m e o f P e r so n R e p o r l l n g
Standish, Wil l iam L.
D~ te of R e p o r ~
0 7 1 1 2 ! 2 0 1 1
N O N E (No reportab le income , asse t s , or t ransa ct ions.)
A. B. C. D.
Descripuon of Assets Income during Gross value at e n d Transactions du~ng
(inching t~st ~sl re~ing ~i~ of ~ing
O) (2) O) (2) (I ) (2) (3) (4) ( 5 )
Place "IX)" after each ~ A m o ~ t T~ (e.g, Va~ V a l ~ T~ ( g . , D a ~ V~uc Gain [d~ti~
cxem~ from prior diglnsure C~I d i e . , r e n t . C~ 2 M e t h ~ ~. ~ll, ~d~ C~e 2(A-H) o r in t . ) ( J - P ) C~ 3 r e d e m p t i o n ) ( J - P )
1089. -Tex~’on In c
1090. -Thermo Fisher Scien tific Inc
1091.-Time Warner Inc
1092. -Time Warner Inc
1093.-Time Warner Inc
1094.-Tyco lntl Lid
1095. -Tyco Intl Lid
1096. -Unilever PLC
1097. -Unileve~ PLC
1098 . -Vale SP-Sa
1099. -Ver tex Pharmac~ulica ls
1 ] 00. -V’crlex Pharm accutical~
I I 0 I. -Verizon
1102. -Visa Inc
1103. -Wal Mar t S tores Inc
1104. -Wel l s Fargo & Co New
1105. -Wells Fargo & Co
IS o l d 08/12/10( p a r t )
B uy 01/13/10(add’l )
S o l d 07/07/ I0
(par0
S o l d 08/12/10
( p a r t )
S o l d 08/12J10
(par t )
S o l d 09108/10
(part)
B uy 0 6 1 0 2 1 1 0
(add’l )
S o l d 08/12]10
( p a r t )
S o l d 0 8 / I 2 . / 1 0
(part)
Sold ’Ol/13/10
(part)
S o l d 06/24/I 0
S o l d 06/I 6/08
S o l d 08/I 7/10
S o l d 06/I 5/09
B uy 08112/10
(add’l )
S o l d 08/12/10
(pa~)
See Sect ion VII I #3
See Sec t io n VII I #3
(.q,.’c C d u m n s C I . ’ , r .d D 3 1
L = $ 5 0 , 0 0 1 - $ I 0 0 ,0 0 0
P I - $ 1 . O O d . O 0 1 . $ ~ . 0 ~ , 0 (1 0
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FINANCIAL DISCLOSURE REPORT
Page 69 o f 103
Name of Person Rtpor~tog
Standish, W il l iam L.
D a t e o f R e p o r t
07/I 2i2011
N O N E (No reportab le income , asse t s , or tran sac t ions. )
A. n. C. D.
D e s ~ t ’ a p t io r ~ o f A s s e t s I n c o m e d urin g G ro ss va lue a t ~ Tr~nsactiom dufng ~ing ~
(i~luding tm~a a s s e s ) r~in~ ~ of r~inB ~
(I) ( 2 ) (I) (2) (I ) (2) (3) 14) (5 )
Pl~ce "(X)" after ~ch ~sct A m o u r T~ ( g . , V a l ~ Value T~ ( g . , D a t e V a l ~ Gain [d~t i~ of
exempt ~m prior disclo~re C~ t d i v . . r e n ~ C~ 2 M e t h ~ ~, ~I1, m~’~yy C ~ e 2 ~’~ I ~y~sell~
( A - H ) : orint) ( J - P ) C~e 3 ~demption) ( J - P ) ( A - H ) ( i f p r i v a t e
( ~W) ~a~ct ion)
1106. -Wel l s Fargo & Co New
I 10’7. -Whirlpool Corp
I 108. -Whirlpool Corp
I 109. -XTO Energy
I I I0 . -Dreyfus Prem ier Ltd Term
1111 . -I s h a r e s M S C i E m e r g i n a g M k t s I n d e x Fd
I 112. -I shares MSCI EA FE Index Fd
I 113. -I shares S&P M idcap 400
1114. - I shares S&P Sm al l Cap 600
I 115. Cus tody Acct #2 ( Inves t Adv A cct 100%
lot )
1116. -Central York PA Sch 3.0-2015
I 117. -SEI STET Tax Free CI A M M
1118. -Monroe City PA 2.8-2016
I 119.-PA State 5.0 - 2010
1120.-PA Sta te 5 ,0 - 2013
1121.-PA State 5.0 - 2023
1122. -Red Liun PA Sch Dis t 3 .0-2013
c
A
C
C
C
C
C
I n t e r e s t
I n t e r e s t
I n t e r e s t
I n t e r e s t
I n t e r e s t
I n t e r e s t
I n t e r e s t
M T
0 T
M T I
M
M
T
T
T
Buy 09/16110(add’l)
So ld 0g/17Jl0
(part)
So ld I 1/26/10
So ld 06/16/10
B uy 08/I 1/10(add’i )
B uy 08/I 1/10
(add’l )
Sold 08/11/10
( p a r t )
M a t u r e d 1 1 / 0 1 / 1 0
P3 -$25.~,~I - $5fl,~,~ P4 "M m ¢ tha n
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FINANCIAL DISCLOSURE REPORT
Page 70 o f ! 03
~ a r a e o 1 ’ P e r s o n R e p o r ti n g
S t a n d h h , W i l li a m L .
D a t e o f R e p e r t
07/12;201 I
N O N E (No reportab le income, asse t s , or tran sac t ions. )
A. B. C. D.
Desc r i p t i on of Asset s I n c o m e d u r i n g G ro s s v a lue a t en d T ta n s sct io n s d urin g re p o rtin g I~tio d
( inc lud ing t rus t a s se t~ ) re po rt in g p er io d o f re po rtin g p er io d
(I) (2) (I) (2 ) (I) (2) 131 (4) (5)
Place "(X| " a l}e r each a s~ -I A m o u n t Type ( e . g . , Yal~ V a l u e Type ( e . g . , Dale Vque G ain I denl i l y of
e x e m p ! f r o m p r i o r d i s c l o s u r e C o d e I d iv ., re n t, C o d e 2 M e tho d Ixty, se ll , m m id gt’yy C o d e 2 C od e I buyer/seller"
(A-Ill Or int.) (J-P) C o , d e 3 redemption) (J-P) (A-H) (if private
(Q-W) t~an~action)
1123.-Ltd Partnerships --
I 124. -J&S Real ty Assocs, Markham, Ontario CN. A Dislribution [ K WReal Estate
1125.-Agilent Tech l r tc None M T
I 126. -Aqua Amer ica Inc C D i v i d en d M T
1127.-Auto Data Proc C D i v i d en d M T
128. -BJW Inc (S Corporat ion) , Alexandr ia , VA None K U
I 129. -Bemis Co C D i v i d en d L T
l 130. -City Nat’l Corp A D i v i d en d M T
113 I . -Coming lnc B Dividend M T
1 1 3 2 . -Fron t i e r Comm unica t i ons Corp (Sp in OffFrom Verizx~n)
D i v i d en d M Spinoff 07/02/10 Jfrom line 1153’~
1133. -Front ier Com municat ions Corp.
I 134. -Front ier Comm unications Corp
Buy 10/22/10 M(add’l)
Sold 07/27110 J( p a r t )
1135. -Grea t Pla ins Fmergy Inc D D i v i d en d M T
1136.-Hewlen-Packard Co
1137. - Isha re s MSC! Em erg ing Mkt s Index
D
B
D i v i d en d O T
D i v i d en d M T
Sold 10/22/10 M(part)
Buy 10/22/I 0 M
1138. -lshates M SCI Pacific Ex JPN B Dividend M T B u y 10/22/10 M
1139.-Johnsor t&Johnson D i v i d e n d I O T
( ~ C’ , q unm C ~ U -~k Val~ V =~h~ W -Esum~ cd
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FINANCIAL DISCLOSURE REPORT
P a g e 7 1 o f 1 0 3 jt m e o f P e r s o ~ R e p o r t i n g
Standish, Wil l iam L.
Date of Report
07/I ~ / 2 0 1 I
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
Desc r i p l i on of As.~l s I n c o m e d u r i n g Gross vllu¢ at ~ T~ctiom d~ng r~ning ~fi~
(i~l~ing t~ asset~) ~ing ~fi~ offing ~
(t~ (2 ) (I) (2) (~ (2) (3) (4) (5 )
Pl~ce "(X)" afl~ ~h as~ t A~t T~ (e.~, V~ Val ue T~ (e.g., D ate Val~ G~ Id~fiW of
¢xempl f~m prior di~lo~ C~e I d iv . , ~ nk C~ 2 Me~ Ny, ~ 11 , m~’~ C~e 2 C o d e I ~y~!sHler
( A-HI or in t . } ( J -P) C~ ~ ~emption~ ( I -PI (A-H~ (ifp~’ale
(~W) tra~ction)
1140. -J P Morgan C hase & Co
1141. -Kimbedy Clark Cotp
1142. -Li l ly (El i}& Co
1143. -Merck & Co
1144. -Monsenlo Co New
I 145. -Pepsico
1146. -Piracy Bowes Inc
I 147. -Procte r & Gam ble
I 148. -Royal Dutch - ADR A
I 149, -Schlumberg er Ltd
115 0 . -S m u c k e r J M C o
115 I. -3M Co
I 152. -United Tcch Corp
I 1 5 3 . -Verizon Comm unica tions (Spinoff of
Front ier Communicat ions)
1154. Agency Acc~
I 155. -1 l illman-Burgettstown Mineral Acct (2.6%
Incomc lnt l
I 156. Broker A!C #1 ( 100% Inlerest)
A Dividend
D Dividend
E Dividend
E Dividend
B :Dividend
D Dividend
C Dividend
E Dividend
B Dividend
None
C Dividend
D Dividend
B Dividend
D Dividend
N o n e
B uy(add’l )
S o l d
S o l d(par t )
B uy
B uy
U Coal Royal ty
i 10/22/10
10/22/10
10/22/10
10/22/10
10/22/10
0 7 / 0 2 / 1 0
K
L
M
M
M
A
G
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FINANCIAL DISCLOSURE REPORT
Page 72 of 103 Ia m e o f p e r so n R e p o r t i n g
Standish, Wil l iam L
D a t e of Report
07/12/2011
VI I . IN VESTME NTS an d TRUSTS - , . . . . , .. or . . , , . . . . . ,~ n c l s d e s t h o s e o f s p o u s e a n d d e p e n d e n t c h i l d r e n ; ~ e e p p . 3 4 - 6 0 of fd in g in s tru c t ion s , )
N O N E (No reportab le income , asse t s , or tran sac t ions. )
A. B. C. D.
D e ~ r i p t i o n o f A s ~ t s In co m e d urin g G ro s s value at e n d Tranactions during re~rting ~i~
lincl~g t~
(I) ~) (I) (2) (I) (2) (3) (4) 15)
Place "(X)" after ~h ~t ~l T~ (e.g., Val~ Val ue T~ (e.g., ~lc Val~ Gain Id~tity of
exempl from ~or di~lo~
( A-H) or i n~) (J-~ C~ 3 r e d e m p t i o n ) (J-P) {A-E) ( i f pr i vat e
( Q - W )
57. -Abbolt Laboratori~
5 8 . -Alb~rto Culver Co New
C
A
Dividend L
D i v i d e n d . So ld 09/27/10 K
I 159 . -Allergan A Dividend L T Bu y 02/03/I 0 L
1 1 6 0 . -Al l iance Bemstein Int ’ l (Name Chg Fr
All iance Worldwide)
1 1 6 1 . -Al l iance Wrldwde Prvi f i lm Chg To
Al l iance Berns te in lnt ’ l )
1162.-AI I scrip ts Hea lthcare
Dividend L T I I /30i05
None 11/30/05
None L T
See Section VIII #7
See Section Vlll #7
1163 . -Amazon Cam Inc
1164. -Appl ied Microci rcui ts Carp
N o n e L T S o l d 10/21/10 L( p a r t )
N o n e K T
1165. -Ar iba [nc - New
1166. -Baidu Inc
None L T S o l d [09 .#2 0 /10
(part)
None L T Buy 1 0 9 / 2 7 / 1 0
L E
1167.-Baker Hughes Inc None L T B uy 12/07/10 L
116 8 . -Bank of America Carp A Di v i d e n d L T
1169 . -Ban es & N o b le In e B D i v i d en d K T
1170. -Br i s tol Myer~ Squibb Co C D i v i d en d L T
1 1 7 1 . -Carefas io n C o r p N o n e L
I 1 7 2 . - C h i n a - B i o t i c s I n c None L T B uy 10/19/10 L
1173. -China Fund Inc D Dividend L T
2 Va lue Coda
A = $ 1 , 0 0 0 m " l e s s
F=$50.001 - $100,000
J -$15,0~0 c,t less
N -$250.1~ I . |5.00.0¢10
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FINANCIAL DISCLOSURE REPORT
Page 73 of 103 Iame of Person Reporting
Standish, ~/illiam L.
Date o f Re por t
07/ I 2 . t 201 I
V I I . I N V E S T M E N T S a n d T R U S T S - ineo,o. ~,t,e. transactions ~lncl,de, those of spou~e and dependent children; ~eepp. 34-60 of fding instrac~ti~ns.)
N O N E (No reportab le income, asse t s , or tram ’ac t ions.)
A. B. C. D.
Dc sc ~pt i o~ of Assel s I n c o m e d m ’ i n g Gro~ value at ~ T~nsaclion~ d~ng re~ing ~fi~
(i~luding trust ~) re~mng ~ of ~ing ~fi~
(I) (2} (I) (2~ (I) (2) {3) (4) {S)
Place "(X)" afl~ ~ch a~ A~n~ Ty~ (g., V a lue V a lue T~ (g.. Da~e Val~ G ain Id~tity of
exempt from prior ~ C~ I div., ~t. C~ 2 M¢~ ~y, ~11, mm/~yy C~2 C~I ~y~/sell~
( A-H) o r m e . ) ( J-PI C~e 3 ~ d e m p t i o n ) ( J -P) I A-HI lif~vat~
( Q - W ) ~n~clion)
174. -China Mobi le Led
175. -Citigroup Inc
176 . -Coach lnc
177. -Coca Cola Co
178. -Com cast Corp CI A
179. -Comcast Corp CI A - Spl
180. -Com ing Inc
1 81 .- C V S C ar em ar k C o r p
182.-Cypress Semiconductor Corp Del
183. -Dendreon C orp
184. -Dendreon Corp
185. -Dow Chemical
186. -E ! duPont dcNemo urs
1 8 7 . -Elec t ro-Opt ical Sciences lne (Nine C hg Fr
Mela Sciences Inc)
188. -Emerson E lectr ic
1189. .Enerl Inc New
1190. -Ener l Inc New
D iv id e n d ~
None
D i v i d en d
D i v i d en d
D i v i d en d
D i v i d en d
D i v i d en d
Dividend
None
None
Dividend
D i v i d en d
None
Dividend
None
L ~
M
K
L
K
L
L
K
M
T ~
T
T
T
T
T
T
T
T
T
T
T
T
T
B uy
Sold
( p a n )
Buy
(add’l)
S o l d(part)
02/03/I 0
04/30/I o
05/04/10
II/lli10
12II5/10
L
L
K
K
See Section VIII #12
i A
C o l u m n ( 2 ) U =~k
E -$15.01)
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FINANCIAL DISCLOSURE REPORT
Page 7 4 o f 103
N a m e o f P e r s o n R e p o r t in g
Standish, Wil l iam L.
Date o f Report
07, ’12J201 I
V !I. INVESTMENTS and TRUSTS - i ....... t.,, t r a n , a c d o n s n c l , d e $ t h o s e o f s p o u S e a n d d e p e , d e n r c h i l d r , n : s e t p p 3 4- 6 0 o f f il i n g i n x t r u , , io n . ~ )
N O N E (No reportable income, assets, or transactions..)
A. ~. C. D
E)er~ r ip t ion o f A sse ts I n c o m e d u r i n g G ross v a lue a t end Transactions during ~rting ~fi~
( i ~ l u d i n g t~st a ~ e t s ) ~ding p~ of ~ing ~
(I) (2 ) (I) (2) (I) (2) (3) (4) (5)
Pbce "(X~" afl~ each ~ A~I T~ (g., Va~ V a l u e T~ (e g., D ate Val ue G a i n Ide~ t{~ of
exempl from pri~ di~e C~ I di v . , r en t . C~ 2 Met~ ~y, ~ll, m~yy C~ 2 C~ I buy~i~I~
(A-II) or in t . ) (J-P) C~ 3 r~empt~n) {LP) (A- H) {if p r iv a te
( Q - W ) ~n~ction)
1191.-Exxon Mobi l Corp
1 1 9 2 . -FPL Group lnc (Name Chg to Nextera
Energy [ n o ) "
1193. -FEI Co
1194. -Flex~ronics lnt’l Led USD
1195. -Flext ronics Inf l Led USD
I 196. -Frontie r Com munica tions Corp ( sp inoff
Fr o m V e r i zo n )
I 197. -Frontier Communications Co~p
I 198.Gamestop Corp New CLA
1199. -Genera l Electr ic Co
1200. -General Mi l l s Inc
120 I . -Glaxo Smithkline
1202. -Google Inc
1203. -Guggenheim Solar ETF
i 204. -Hanesbrends Inc
1205, -It J Heinz Co
1206.-Hologic Inc
1207.-Home D epot Inc
D Dividend
None
None
N o n e
None
D Dividend
B Dividend
B Dividend
None
A D i v i d e n d
None
C D i v i d e n d
C D i v i d e n d
N
L
K
K
M
L
K
M
L
L
L
L
M
T
T
T
T
T
T
T
T
T
T
06/03/10
Buy ll!ll/10 K
(add’l)
S o l d 12/14/10 K
Spinoff 0 7 / 0 2 / 1 0 J
from tit~e 1246’
Sold 0 7 / 1 5 / 1 0 J
Bu y I I/I 1/10
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FINANCIAL DISCLOSURE REPORT
Page 7 5 o f 103
N s m e o r P e r s o n R e p o r t i n g
Standish, WiUiam L.
---] NONE (No reportable income, assets, or transactions.)
A. B. C. D.
Desc r i p t i on of Asset s I n c o m e d u r i n g G ro~ v a lue al trod Tr ama¢l i ons dur i ng r epoi ’ l i ng
l incl~ing t~t a~ts ) ~niag ~ of ~ning ~
(I) (2) (~) (2) (i ) (2) O) (4) (5 )
Place "(X)" a~¢r ~¢h 8S~ ~ T~e (e.g., Va~ V~ Ty~ ( g~ Date Value Ga~ Id~ti~ of
exempt from prior di~lo~ C~ 1 div., ~nl, C~ 2 Me~ ~, sell, ~/~ C ~ 2 C~ I
(A-H) ~ int.) (J-P) C~3 re~m pt ion) (J-P) (A-H) (if p~vate
(Q-W) ~n~ction)
1208.- ilo~pira Inc N o n e L T
1209. -JP Mo rgan Chase & CO A Dividend L T
1 2 1 0 . - J o hn so n &J o hn so n
1211.-Kimber ly Clark Corp
1212.-Macy’s Inc
B ~Dividend L T
B D i v i d en d L T
A D i v i d en d J T
Bu y 03/15/10 L
1213. -Mastercard Inc A D i v i d en d L T
1214. -Medco Hl th Solut ions Inc None M T
1 2 1 5 . -Mela Sciences Inc (Name Chg Electro-Optical Sciences Inc)
1216.-Mcmc Electronic Mils lnc
1217.-Merck & Co Inc C
N o n e J T
N o n e J T
Dividend L T
So ld(part)
05/04/10
01119/10
1218. -Microsoft Corp B D i v i d en d L T
1219.-Netflix Inc N o n e S o l d
(par t )
04/09/10 L
1220.-Netflix Inc
122 I . -Nexte ra Energy )no ( ’Name C hange From
FPL Group Inc)
1222. -Nutri!Systems )no (X’)
B Dividend
B Dividend
L
L
T
T
S o l d( p a r t )
Buy
(addT)
12/08/10
06/03/10
I 1 / I I 1 1 0 1
1223. -Nutri/Systems Inc (X) S o l d 12/14/10 L
1224.-Pepsico Inc C Dividend M T
E
F
= SI.0OO or 1~
=$50.0OI -
=$15.000 or less
- $250.0OI -
E =$15.rxH -
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FINANCIAL DISCLOSURE REPORT
Page 7 6 o f 103
N z m e o f P e r s o a R e p e r l l n g
S t * n d b h , W i l li a m
D ~ e o f R e p o r t
07/12/2011
N O N E (No reportable income, assets, or transactions.)
A. B. C. D .
l~scrip~ion of A ssets Incon~ during
(I) ~) (I) (2) O) (2) 131 (4) (5 )
Place "(X)" after ~ch as~t A m o u r ~T~ ( e .g~ V z l u ~
¢ x ~ p t ~ m p r i ~ d i ~ lo ~ e C~ I d i v . . r ~ n ~ C~e 2 Me~ ~ , ~ 11 , m~ C~ 2 C ~ e I buy~r/~ller
( A - H ) o ~ i n ~ ) (~P} C~ 3 r~ption) ( J - P ) ( A - H ) (if ~ivate
( Q - W )
1225. -Prize" Inc D Dividend M T
1226. -Procter & Gam ble Co B D i v i d en d L T
1227.-Ralcorp Hldgs lnc New None L T
12 28. -R o che sler M ed G rp No n e K T
1229. -Royal Dutch Shell B D i v i d en d K T
1230. -Sal ly Beauty Hldgs Inc None M T
123 I . -Sanof i -Symhelabo C Dividend L T
1232. -Sar~ l.~e Corp B D i v i d en d K T
12 3 3 . - 5 B A C o m m u n i c a ti o n s C o r pI None L ’T B uy
1234, -Schlumberger Lid A D i v i d en d L T
1 2 3 5 . -S muc k er J M C o New B Dividend L T
1236. -Sociedad Quimica Minera De Chi le B D i v i d en d M T B uy
1237. -Srryker Corp. A D i v i d en d L T B uy
1238. -Suncor Energy A D i v i d en d L T B uy
(add’l )
1239. -Sunpower Grp CI A None S o l d
1240. -Sunl~wer Cap CI B None S o l d
124 I. -Teco Energy, Inc B D i v i d en d L T
04109/10
1 0 / 1 6 1 0 9
07/15/10
06/04/10
I I /11/10
I I / I I ! 1 0
L See Section VIII #3
A
A
1 Income Gain (’odes: A ~$l,0OOorlcss B =$1,001 - $ 2.500 U : $ 2 . 5 0 1 - $ 5 , ~ D~5.~I
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FINANCIAL DISCLOSURE REPORT
Page 77 of 10 3
Name of Penon Report ing
Standhh, W il l iam L.
Dale of Report
0 7 / I Z 7 2 0 1 I
V I I . I N V E S T M E N T S a n d T R U S T S - i ,e o , . ,, m l u e , t r a n s a c t io n s ( I n c t ~ d t s t h o , , o f s p o a s t a n d d e p e n d e n t e h i l d r e n ; s t e p p . 3 6 0 o f f i li n g i n , t r u c t io n s . )
N O N E (No reportable income, assets, or transactions.)
A. B. C. D.
Desc r i p t i o~ of Asset s I n c o m e d u r in g G ro s s v alue a t e n d T ra n sa clio n s d urin g re p o sin g p e r io d
( inc lud ing , toJSt a~ets) repo~ling period of r~ o t l ing pe r iod
(l| (2) (I) (2) (I) (2) (3) (4) (5 )
Place "(X)" aflel" each ass~ Amoum Typ~ (e.g., V alue V alue Ty~ (e.g.1 [~te VaI~ G ~ i n ld~nt i~ /o f
exempt from prior disclosure Cod~ I div., r~nk ~’ode 2 Method buy, sell, m n ’ f f d d / y y Code 2 Code I buyer’/seller
(A-H) or int.) (J-P) Cod~ 3 rcd~"nption) (J-P) (A-HI (if private
(Q-W) Iransaclion)
1242. -Templeton Fronti¢~ M k t s A Dividend M T Bu y 08/04/10 L
1243. .Teva Pharmaceutical B Dividend L T
1244. -3M C o D Dividend M T
1245. -Uni lever NV New York Shs N~w C D i v i d en d L T
1246.-Ver izon (Spinoffof Front ier C IDividendC o m m u n i c a t i o n s )
1247. -Wal-Mart Stores In c B D i v i d en d
L
L
T
T
0 7 / 0 2 1 1 0
1248. -Watts Wtr Technologies [nc A D i v i d en d L T
1249. -Z im m e r Ho ld in g s In c No n e L T
1250. -Temple ton Deve loping M kts C D i v i d en d M T
1251.- India Fund Inc
1 2 5 2 .- Temp l e t o n R u~ ia E Eur o p e F d l n c
B D i v i d en d N
A D i v i d en d M
T
T
1253. -Bank of Baroda-N~" 0.4-2010 M a t u r e d 0 3 1 0 4 / I 0 1 M
1 2 5 4 , - B ea l B a n k - " I X 0 . 3 - 2 0 1 0 A Interest Matured 01106110 M
1 2 5 5 . -Morgan Stanley/Smith Barney (Frmrly’ Cit ibank/Smith Barney)
1256. Agency Acct #2 (100% Interest )
1257. -Blackrock US Treas MM Fd #02
I n t e r e s t 0 T M o n M k t l n v
Closed 05/31/05 S ee S ec t i o n V l l l # 3
1 2 5 ~ . -Sta te Lease 195 (Operated by Gulf Stream
Resources, lnc)
I I n c o n ~ : G a in C o d es : A ~ $ 1 ,0 0 0 o r l e s s B = $ 1 . 0 0 1 - $ 2 . 5 0 0 C =$2.501 - $5 .00~1 D = $ 5 . P ~ ) 1-$ 15 . 000
2 V a l u e ( ’ o d e s J "$15J~ ~ l~s K =$15.~I - 150.~ L =$50,~I - $I~.~ M ~11~,~I - $250.~O
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FINANCIAL DISCLOSURE REPORT
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D a t e o f R e p o r t
0 7 / 1 2 / 2 0 1 ~ ,
N O N E (No reportab le income , asse t s , or tran sact ions. )
A, B. C. D .
Description of As~ts Income during Gross value a t end Transactions durin8 reponin8 p e r i o d
l i n c l u d i n g u ’ u s t a x ~ e l : + ) = ~ p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d
(I ) (2 1 11) (2) II ) (2) (3) (4) ( 5 )
Place "IX)" after each a~t A n u 3 t m t T y p e ( e . g ., Value Value T y p e ( e . g . , D a t e Value Gain I d e n l i t y o f
e x e m p t f r o m p r i o r d i s c lo s u r e Code I d i v . , r e n t , C o d e 2 M e t h o d buy. sell. m m td d/)V C od e 2 Code I buyer/seller
(A-H) o r i n t . ) ( J - P ) Ct~ 3 r~.kmption) ( J - P ) (A-H) ( i f p . n v a t e
(Q-W) ~nsaction)
1 2 5 9 . -Rycade Lease Section 28 (operated by
"rermo Co)
1 2 60 . Note Rec from Ron Bacon* (D/B/A Village
Deli) (*default)
1261. Trust # I 1 (6.25% income interest)
1262. -Blackrock Global Allocation Fund
1263.-Cisco Systems
1264. -Dividend Capi tal Indust r ial Income Trust
1265. -Exxon M obil Corp
1266.- Ishares TR Russel l 2090 Index Fund
1267. -Johmon & Johnson
1268.-Pfizerln¢
1 2 6 9 . - P i m c o C o m m o d i t y Real R e t u r n S t r a t e g yF u n d
1270.-PPG Industries Inc
1 2 7 1 . -P ru d t ’l J e n n i~ n 2 0 / 2 0 Fo cu s Fd fNme Chg
To Jennison 20/20)
1272. -Blackrock Temp Fun d # HI
1273.-Calamos Growth Fund #606
1274.-Harbor Fund Int’l #11
1 2 7 5 . -Jennison 20,’2-0 Focus Fd (Nine Chg FrPmdt’ l Jcnnison 20/20)
( ’No i n c o m e )
A lnt./Div.
B uy
B uy
Sold( p a r t )
B u y
S o l d(part)
S o l d(part)
B uy
Sold
(part)
Mon M kt l nv
Sold
Buy
{ a d d ’ l
+,
1 0 1 2 8 / I 0
1 I12 6 /10
ll/18/lO
11101 /10
I 1/ I 8/10
I liOl/10
I 0 / 06/ I 0
II/01110
02 / I 9 /10
I 0 ; 0 6 / 1 0
10/28/10
02/19/10
K D See Sect ion VIII #1
i
I. Income Gain C~atcs: A -$ 1.000 o r 1~ B = $ I,dOI - $2.500 C=
$ 2 , 5 o I -
P3 =125.~.~t - $~.~.~ P 4 = M o r e t M n $ 5 0 . ~ . ~ )~V~,~ Me~ (’~ Q = A p ~ a ~ g n l R ~OSl ( R eal E~t c ~l y} S =A sscss~n l r = (ash Marke t
q ~ ¢ C o h ~ m ( 2 1 LI =~ Val~ V -~ W = E s t i ~¢ d
E ° - $ 1 5 . 1 ~ 1 1 . $ 5 0 . 1 + O 3
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FINANCIAL DISCLOSURE REPORT
Page 7 9 o f 103
N a m e of Person Report ing
Sta n d i sh , W i l l i a m L.
Date of Report
07/I 2/2011
VII. INVESTMENTS and TRUSTS
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A. ~. C. D.
D e!{tr ip{ion o f A sse ts I n co me d ur in g G ro s s va lue a t e n d Tr ansac t i ons dur i ng r epot t i ng per i od
(including t r us t asse t s) r e p o r t in g p ~ i o d of r epor t i ng per i od
(t) 1 2 ) (i) (2) (ll (2) (3) (4) iS )
Place "(X)" a~er each a~et A m o t m t Type ( e . g . , V a lue V a lue Type ( e . g . , Dat e V a l u e G ain I dent i t y of
e x e m p t f r o m p r i o r d i p l o m a { r e C o d e I d a y., re n t. C o d e 2 M e t h o d Im y, ~11 , m m /d d ]yy C o d e 2 C o d e I b uyer /se l le r
( A-H) or int .) (J-P1 C o d e 3 r e d e m p t i o n ) ( J -P) (A-I I ) ( i f pr i vat e
( O . W ) t ransac t ion )
1276. Trust # 12 (6.25% income interest) D Int./Day. N T K A See Section VIII #1
1277. -Blackroek Tem p Fund # H! M o n M k t ln v
1278. -Agilent Tech
1279. -Allergan Inc
1280. -Am gen Inc Sold 11/18/10
1281. -Apple inc
1282.-Baxter Intl Inc
1283.-Becton Dickinson & Co
1284. - Boeing Co
1285.-Bristo l M yers Squibb Co
1286. -Cisco Systems Inc Sold 11/18/10
1287. -Divid en d C a p ita l In d ustria l In co m e Trust B uy I 1/26/10
1 2 8 8 . - E QT C o r p ( N a m e C h g Fr o m E q u i ta b l e
R eso ur c es )
1 2 8 9 . -Eq uit ab le R esources (Name Chg To EQTCorp)
1290. -Exxon M obil Corp
1 2 9 1 . -FPL Group {Name Chg To Ncxtera EnergyInc)
1 2 9 2 . -Front ier Communicat ions Co (spin off
Fr o m Ve r i z o n )
S o l d(par t )
Sp in o ff’from l ine 1324
01/02/09
0 1 I 0 2 / 0 9
11/18/10
06/03/10
07/02/I 0
S ee S ec t i o n V l l l # 7
S ee S ec t i o n V l l l # 7
I In co m e G a in C o d e ~: A = $ 1 ,000 o ~ les s B = $ I . 09 1 + $ 2 . 5 00 C = $ 2 .50 1 - $ 5 .00 0 D = $ 5 .0 0 1 . $ 1 5 .00 0
tSce Columns O I and D-l ) F =$50.001 - $100.fiO0 G :$1flfl.flOI . $1.000.000 HI =$1.00~.001 - $5 .000.000 H 2 = M o r e t h a n $ 5 . f l 00 . 000
2 . V a l u e C o d e s J -$15.000or I~s K ~$15.001 - $50.000 L -1 5 0 . 0 0 1 - $ 1 0 0 . 0 0 0 M = $ 100 . 0O I ¯ $ 2 5 0 . f l00
( S e e t ’ o l um a s ( 1 a n d D 3 ) N -$ 2 5 0 . 0 0 1 - $ 5 0 0 . 0 0 0 O =$50~1.0~1 - $1.000.000 PI -$1.000.001 - $5 .000.(100 P 2 - $ 5 .0~ .001 ¯ $ 2 5 .00o .0o0
P 3 = $ 2 5 . t j00 . 001 - $ 5 0 . 000 . 000 P 4 = M o r ¢ t h a n $ 5 0 . 000 . 000
3 . V a i l s . M c ~ o d L ’ o d c , . O ~ A p p r a i~ t l R : C o ~ t ( R ea l E s t a t e O n ly l S = A s s ¢ , ~s m e n t T =(’&~,~ Matkc|
( ~U o lum n C 21 II = B o o k V a lue V = O t h e r W = E e t i m a w d
E -$15.tXII-$50.0OO
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FINANCIAL DISCLOSURE REPORTPage 80 of 103
N a m e s f P e r s o n R e l ~ r t l a g
Standhh , W il l iam L .
A. B. C. D .
D e ~ r i p t i o n o l " A s s e t s Incor~ during Gross value at end Tran~ctions during reporting period
[im:luding trust = s s ¢ l ~ ) r rponing per iod ofr t l~ning p t~od
O) (2) 11) (2) (I) (2) (3) (4) (5 )
P l a c ~ " ( X ) * a f t e r c a c h a s s e t A m o u n t Type (e.g, Value Value T y p e ( e g . , D a t e V alue G a in Idemi~’ of
~ x ~ m p l f r o m p r i o r d i s c l o s u r e Code I dlv., rcn~ C O d ~ 2 M et h o d b ~ r y , ~ l l , m m . ~ d d / y y Code 2 Code I I m y a ’ ! s c l l ~ r
( A - H ) o r i n t ) ( J - P ) C O d e 3 r e d c m p t i o n ) O - P ) (A-H) ( i f p r i v a t e
( Q - W ) w a m a c t i o n )
1293. -Frontie r Communica tions Co
1294. -G~nera l Electr ic Co
1295 . - G o l d m a n S a c h s G r o u p l n c
1 2 9 6 . - G o o g l e | n c C l A
1297. -Hewlet t -Packard Co
129g. - ln te l Corp
1299. -In t’ l Bus iness Machine .~ or p
[ 300. -Johnson & Johnson
1301. -McDonalds Corp
1302. -Mc Kesson Corp
1303.-Med co Hl th Solutions Inc
1304. -Medtronic Inc
1305, -Microsoft Corp
1 3 0 6 . -Nextera Energy Inc (Name Chg From FPLG r o u p )
1307.-Orac le Corp
1308.-Peps ico Inc
[309.-Pfizer
S o l d I0/08/10
S o l d I I / Ig / lO
06/03/10
Buy 05/09/01 See Se~’~ion V lll #3
IScc (’o1~ C2) l; -~k Value V ~h~ W =~tima~
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FINANCIAL DISCLOSURE REPORT
Page 8 1 o f 103
N o m e o f P e r so n R e p o r t i n g
St~,nd|sh, Wil l iam L
D a l e o f R e p o r t
07/12/2011
VI 1 . INVESTMENTS an d TRUSTS -
NONE (No reportable income, assets, or transactions.)
D e rcrip tio n o f A ss e ts I n co m e d ur in g G ro s s va lue a t ca d T ra n sa ctio n s d urin g re p o rtin g p e r io d
( i n c l u d i n g ~ r u s t a s s e t s } r e p o r t i n g p c r i u d o f r ~ p o ~ . i n g p e r i o d
Place "(XI" a f t e r each a s se t A m o u n t Type ( e . g . . V a l u e Val ue Type ( e . g . . D ale Val ue G ain I d e m i l y o f
e x e m p t f r o m p r i o r d i s c l o s u r e C o d e I d iv ., r~n t. C o d e 2 M e t h o d buy, sel l . m m / d d / y y C o d a 2 C o d e I buyertseller
(A. H) or mr.) [J-P) C o d e 3 rede2nl~ion) ( J-P) {A -H) ( i f pr i vat e
( Q - W ) uansac l i on)
1310.-PPG Induswie s Inc
131 I.-Praxair In¢
1312. -Procter & Gamb le Co
1313. -Schlumbcrger Lid
1314. -St Jude M edical Co
1315. -State Street Corp
Sold 11118/10,
Sold 1 0 / 0 8 / 1 0 !
1316. -Stryker Corp
1317 . -Tern Pharmaceutical lads Ltd AD R
1318. -Transocean Ltd
1319. -Unilever NV New York Shs New
1320. -Union Pacific Corp
1321.-United He alth Gro up Inc
1322. -United Technologies Corp
1323. -Vanguard FTSE All W or ld Ex-US Index Fd: Bu y 10/08/10
324. -Verizon (Spinoffof FrontierCommunicat ions’~
1325.-Wast e Man agement i nc
1326. - I shares Trusl MSC I EAFE Ind ex Fd
07/02/t 0
B u y 10/08/10
S o l d 10/08/10
I laconic Gain Codes. A - $ 1 , 1 ~ 3 0 o r l e s s B =$1,001 - SZ.5~ ( " = $2.501 - $5 .~ D " $ 5 J ~ 1 - $ 1 5 . ~
1~ ’¢ U olm~ (’2 ) U -~t Value V =~h~ W : Estin~t~
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FINANCIAL DISCLOSURE REPORT
Page 82 of 103 07/12/2011
N O N E (No reportable income, assets, or transactions.)
D escr ip t ion o f A s . , . e ts I n c o m e d u r in g
( i nc ludi ng f r os t a s s e t ~ ) repo r t ing pe r iod
(I)
P fa * .’t "(X)" a fte r e m :h a s se t A m o un t Type ( e . g . ,
e x e m p t f r o m prior disclosure C o d e I di v . , r en t ,(A- H) or i n t . )
Gr oss val ue a t end
of r epor t i ng per i od
(1) (2)
V a lue V a lue
C o d e 2 M e t h o d
( J -P) C o d e 3
( Q - W )
(I)
T y p e ( e . g .,
buy, sell,
r e d e m p t i o n )
Tmns~ ct ion~ dur ing repo r t ing pe r iod
(21 (3) (4) (5 )
D ate Val ue Ga in I dent i t y of
m m / d d / y y C o d e 2 Code I buys/ se l l er
( J-P ) (A -H) (if p r iv a te
t ransac t ion )
1327. Fiduciary Positions - -
1 3 2 8 . T r u s t # | 3
13 2 9 . -B N Y M e l l o n M M Fd
1330 . -AT&T Inc
1 3 3 1 . -Accenture PLC ( reed f r Aceenture Ladm e r g e r )
1332. -Al l iance Data Systems Corp
1333. -Amerpr ise Fin l Inc
1334. -Amgen Inc
13 3 5 . -A m g e n I n c
1336.-AOL Inc
1337. -Apache Corp
1338. -Apple Computer Inc
1330.-Apol lo Group Inc
t 340. -Autoliv Inc
1341. -Bank of Amer ica Corp
1342. -Blackrock Inc
1343.-Capi ta l One Financ ial Corp
T
Mon Mkt Inv
Sold 0 3 1 1 1 / 1 0
Sold 01/! 1/10
Sold 03/I i/I 0
Sold 03/I 1/10
S o ld 0 2 /1 8/1 0(part)
Sold 03/I I/lO
Sold 01/07/10
Sold 0 3 / I 1 / 1 0
S o l d 03/11/10
S o ld 0 4 /0 7 /0 8
Sold 0 3 1 1 I / I 0
S o l d 0 3 1 1 I l l 0
Sold 0 3 / I 1 / 1 0
Buy 01/22/10
L E Se e S e c t i o n V i l l
See Section VIII #3
I. Income Ga in L’t~dcs: A E = 5 1 5 . ~ O I - $ 5 1 ] . I N i t }
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FINANCIAL DISCLOSURE REPORTPage 83 of 103 $tandbh, W i l liam L.
Date of Report
07/[7/2011
NONE (No reportable income, assets, or transactions.)
Description of Assets Income during
(including trust assets1 r~orting period
(I) (2)
Place "(X)" after each ~s~-’t Amoum t~’ype (e.g.,
exempt from prior disclosure Code I div., renl.
( A - H ) o r i n L )
Gro~ value at end
of reporting period
Value Value
Code 2 Method
O - P ) C o d e 3
(Q-W)
T y p e ( e . g .,
b u y , sel l ,
~dempfion)
Transac t ions dur ing r~ pon ing pe r iod
(2) (3) (4) (5)
Date Valu e Gain Ident i ty o f
m~’dd/ y, y C o d e 2 C o d e I b uyer /se l le r
{ J - P ’ } ( A -H ) ( if private
t r a n s a c t i o n )
1 3 4 4 . - C a p i t a l O n e F i n a n c i a l C o r p
1345. -Chubb Corp
1346.-Cigna Corp
1347.-Cisco Systems Inc
1348. -Coca Cola Co
1349. -Concophillips
1350. -Cumm ins lnc
1351 . -CVSiCarcmark Corp
1 3 5 2 . - C V S / C a r e m a r k C o r p
1 3 5 3 . - D a n a h e r C o r p
1354.-Dell
1355. -Dreyfus Diversif ied Intq-I
1356. -Dreyfus Diversified Int’l-I
1357. -Dreyfu s Inflation Adjuste d Sees Fund
1358. -Dr~,fus Inflation Adjusted Sees Fund
1359.-Dreyfus Inflation Adjusted Sees Fund
1 3 6 0 . - D r e y f u s , ’ N e w t o n I n t ’ l E q u i t y F u n d
Sold
S o l d
Sold
Sold
S o l d
S o l d
Sold
S o l d
(pan)
S o l d
S o l d
S o l d
Bu y
Sold
Bu y
S o l d( p~ )
B u y
( a d d ’ l )
Bay
03/I 1/10
03/11/10
03/11/10
03/11/10
03/1 Ill 0
03/I 1/10
03/1 Ill0
01/14/10
03/11/10
03/I I l l0
10/20/08
03/12/10
12/17/10
03112/10
12/22 /10
12/27/10
12/17/IO
Sce Sectio n VIII # 3
I In co m e G a in C o d es : A -~$ 1 .000 o r le s s B ~$1,00r. 52.500 C ~ $ 2 . 5 0 1 . $ 5 . 0 0 0
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FINANCIAL DISCLOSURE REPORT
Page 8 4 o f 103 Ia me o f Pe r s om R epo r t i n g
Standish, William L.
D a ; e o f R e p o r t
07/12/20i l
Vll. INVESTMENTS
NONE (No repor tab le incom e , a sse t s , or transa c t ions .)
Desc r i p l i on of Asset s I n c o m e d u r in g
(including trust assets) repo r t ing pe r iod
(I) (2)
Plac~ "(X)" a f t e r each a s se t A m o u n t Type ( e . g . ,
e x e m p t f r o m p r i o r d i s c l o s u r e C o d e I di v . , r en t ,( A-H) or int .)
Gr oss val ue a t t ~d
of r q > or t i ng per i od
(i) (2)
V a lue V a lue
C o d e 2 M e t h o d
( J-P) C o d e 3
( Q - W )
(11
Type (e.g.,
b u y , ~:11,
redemption)
Tr ansac t i ons dur i ng r epor t i ng per i od
(2) (31 (4) (5 )
D ate Val ue G ain I dent i t y of
m m /d d/ yy C od e 2 C od e I b uyer /se l le r
( J -P) ( A-H) ( i f pr i vat e
transaction)
1361. -Dreyfus Opp ortunist ic Sm all Cap Fund B uy 03/10/I01
1362..Dreyfus Opwortuni*tic Small Cap Fund
1 3 6 3 . -D r e y f u s O p p o r t u n i s ti c S m a l l C a p F u n d
1 3 6 4 . -Dreyfus Select Mgrs Small/Cap GrowthF u n d - I
1365. -Dreyfus Select Mgrs Small Cap Value Fund
B uy 12/15/10
(add’I t
S o l d 1 2 1 1 7 1 1 0
(part)
B uy 12/31/10
B uy 03/10/10
1366. -Dreyfus Select Mgrs Smal l Cap Value Fund S o l d 1 2 / 1 7 / 1 0
( p a r t )
1367. -Du Pont E I De Nemours So ld 03/11/10
1368. -EM C Corp Sold 03/11/10
1369. -Exelon Corp So ld 03/I 1/10
1370.-Exxon Mob il Corp Sold 03/11/10
13 7 I. -Fedex Corp Sold 03/11/10
1372.-First Horizon Natl Corp S o l d 01/29/I 0
1 3 7 3 . - F r a n k l i n R e s I n c Sold 03/11/IO
1374. -GAP lnc
1375.-GAP inc
1376.-General Electric Co
B uy 01/I 5/10
(add’I t
So ld 03/11/10
Sold 03/11/10
1377. -Google lnc S o l d 03/I 1/10
I. Income Gain Codes :
(See Columns B| and
2. Value Codes
I~e Cnlmrm~ C I a n d
"~V;duc Mclh,~l C~le,t
l , S ¢ ~ C o l u m n
A ~ $ 1 . 0 0 0 o r L e s s
J = $ 1 5 3 ! 0 0 o r I ~ s
U ~k Value
O - $ 5 . f i < t l - $ I
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FINANCIAL DISCLOSURE REPORT
Page 85 o f 103
Name ol" Perso~ Rel~,r1|n~
Sl~ndish, Wlll|~m L.
D m t e o f R e p o rt
07/ IZ~011
V l l . IN V E S T M E N T S a n d T R U S T S - l , , . . . . , ~ . , , . transacaon~(In¢l.d~-s~hos, o.l’spo ..... ddepcndc~tehildren~,¢erp. J4-6Ooffilingl.trucao~s.)
N O N E (No reportable income, assets, or tramactions.)
A. B. C.
D tw,~ ’ip t ion o f A s~ t~ I n c o m e d u r i n g Gross valu~ at ~
(incl~ing t~st t~ts) ~ning pai~ of reposing ~r~
(l} (2 ) (I) (2~
Plaff "(X)" after ~ch as~l A~l Ty~ (e.g., V a lue V a lue Ty~ (e.g..
¢xempl from ~r di~l~C~I div., r~t. C~e 2 Met~ ~y. ~ll,
(A-H) or inL) ( J -P) C~e 3 r~emption)
~ Q - W ~
Tr ansac t i omt dmang r epor t i ng per i t x l
(2) (3) (4) (5 )
D a t e Valu¢ G ain l d e n o t y o f
m m / ~ d , ’ y y C o d e 2 Code I b u y ~ r . ’ s e l l e r
( J - P ) (A-II) 6 1 " t m v a t e
t r a n s a c t i o n )
1378. -Hallibumon Co
1379. -Hess Corp
1380. -Hewlett Packard Co
138 I . - I to m e D e p o t
1382.-Honeywell Int’ l Inc
13g3.-Hospira lnc
1384. -Human Genome Sciences Inc
1385. -Human Genome Sciences Inc
1386. -IBM
1387.-Ishares S&P GSCI Commodity-lnd
S o l d
So ld
S o l d
S o l d
So ld
S o l d
B uy
(add’l )
So ld
So ld
B uy
03/I 1/10
03/I Ill 0
0311 I/I0
03/I I110
03/I 1/10
0 3 / ’ I I 1 1 0
02/I 8/I 0
03/1 I l l0
03111/10
03112/10
1388. -Juniper Networks
1389. -Kbr Inc
1390. -Limi ted Brands Inc
1391. -McKesson Corp
1392.-M,’Ke~son Corp
1393. -Medtronic Ine
1394. -Merck & Co lnc
S o l d
S o l d
So ld
B uy
(add’J)
So ld
S o l d
S o l d
i01/ll/10
03/I 1/10
03/I 1/IO
Ol/08/10
03/I 1/1o
03/I 1/10
03/I 1/10
D = $ 5 . 001 - $ 15 , 000
H2 =Mote Lima
M = $ 100 . 001 ¯
E =$15.001 -
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FINANCIAL DISCLOSURE REPORT
Page 86 o f 103
~lme o1" Person Reporting
S tandis h , \Vi l l i am L.
D a l e o f R e p o r t
07/12/2011
VII. INVESTMENTS and TRUSTS
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A B. C. D.
I .~’*c r i p t i o~ of Assets [n co m e d ur in g G ro ss va lue at te d Tmr~actions during r~ing p~
( inch~ ing test asse~) ~aing pcri~ of r~in8 ~n~
O) (2) {J) 12) 11) (2) (3) {41 (5 1
Place "(X )" a~cr each as~ A m o u n t Ty~ (eg., V a l u e Va~ T~ (e.g.. Dal e Val ue G ain I~lity of
ex~ f~m prior disclosure C~e I d~.. ~1, C~e 2 Meth~ ~y, sell, m~d~’~ ~ 2 C~e I b wer / se l l e r
{A -H) ~ int.) (J-P) C~ 3 ~mption) ( J-P) ( A-H) ( i f pnv a te
(O - W ) tran~tion)
1395. -Microsoft Corp
1396. -JP Morgan Chase & Co
1397. -Morgan S~anley
13 98. -News Cor~ Inc
1399. -Norfolk Southenl C o r p
1400.-Occidental Petro Corp
1401. -Omnicom Group
1402. -Oracle Co~
1403.-Parker Hanrtifin Corp
1404. -Pepsico
1405. -Pfizer
1 4 0 ( ; . - P h i l li p M o r r i s
1407. -Praxir lnc
1408. -Procter & Gamble
1409.-Public Svc Enterprise Group lnc
1410. -Public Svc Enterprise Group Inc
141 I.-Oualcomm Inc
So ld
So ld
S o l d
S o l d
S o l d
So ld
S o l d
So ld
So ld
So ld
So ld
S o l d
So ld
So ld
B uy
So ld
B uy
(add’l~
03/ I ! /10
03/I 1/10~
03/11/10
03/11/10
03/11/10
03~11/10
03/11/10
03/I I i l0
03/11!10
03II 1/10 i
03/I 1110
03/I 1/10
03111/10
01/g/10
03/1 I110
01/I I110 i
1~ Co luum (’2 1
B-$ I .t~l I - $Z.500
G =,SIO0.0al - $1,000.O00
K = 5 1 ~ ; . 0 0 1 ¯ 5 5 0 . 0 0 0
0 - $ 5 0 0 , 0 0 1 - $ I . ~ . 0 0 0
V ¯ Od,,cr
D = 5 5 , t 1 0 I
112 *Mote tl~n 55.000.000
M ~5100,0OI -
P 2 = $ ~ . 0 0 0 . 0 0 1 -
T - (’~d l Ma rkd
E " $ 1 5 , O U l -
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FINANCIAL DISCLOSURE REPORT
P a g e 8 7 o f 1 0 3
N ~ m e o t " P e rs o n R e p o r t i n g
Sta n d i sh , W i l l i a m L.
Dale of Report
07/12J2011
V I I . I N V E S T M E N T S a n d T R U S T S -i ....... I . , , tr ....caftans ( Inc lude , t h o s ¢ o f s l ~ t a n d d ~ ’ p e n d t n t c k i ld r t n ;
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A. B. C. D.
D e s ~ : r i p ti o u o f " A s ~ c t s Income during Gro~ value ~t end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
{ i n c l u d i n g t r u s t a . ~ c t s } reporting p~iod o f r e ’ p o r t i n g p e r i o d
(I) (2 ) (1) (2) (I ) {2) (31 (41
P l a c e " I X ) " a f t e r e a c h a s r ~ A m o ~ w i t T y p e ( e . g . , Valu~ Valu~ T y p ~ ( e . 8. D a t e Value Gain I d e n t i ty o f
e x e m p l f r o m p r i o r d i~ c l o x u r e Code I d i v . . r e n t . C o d e 2 Methyl buy, sdl, mm/dd/yy Code 2 Code I buyer/~ller
( A - H ) o r i n t . ) ( . I . P ) Code 3 r ~ d e m p l i o n l ( . I - P ) I A - H ) ( i f p r i v a t e
I Q - W I t r n n ~ c t i o n )
1412. -Qualcomm Inc
141: t .-Qualcomm In c
1414. -Raytheon Co
1415 . -Rydex Managed Futures St ra tegy Fund-Y
1416. -Sempra En ergy
1417. -Sempra En ergy
1418. -Schwab Char les Co rp New
1419. -St ra tegic Global Stock Fund
1420. -Target Corp
142 I. -Textron Inc
1422. -Thermo Fisher Scien tific
1423..Time Warner Inc
142,1. -Tyco In tl Lid
1425.-Uni lever PLC ADR
14 2 6. - Va l e S A - S p A DR
1427. -Veretex Pharmaceuticals Inc
1428.-Veretex Pha rmaceut ical s Inc
B uy(add’l )
S o l d
So ld
B uy
S o l d{ p a r q
So ld
So ld
B uy
So ld
S o l d
So ld
S o l d
So ld
S o l d
S o l d
S o l d
( p a r t ~
S o l d
03108/10
03/I 1/10
0311 i/10
1 2 1 1 7 1 1 0
01/12/10
02/02/I 0
03/I I l l0
1 2 / 3 1 1 1 0
03/I I l l0
03/ I I ;10
03/I I l l0
03/ I l ! lO
03/11/10
03/11/10
03/11/10
01/13/10
03/1 I/I 0
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FINANCIAL DISCLOSURE REPORT
Page 8 8 o f 103 St* n d i sh , W i l l i a m L.
NONE (No repo r t ab l e i ncome , a s se t s , o r t ran sa c t i ons . )
A. B. C. D.
D ~ z cr ip6on of A sse ts I nc ome dur i ng G ross v a lu~ a t end T r a n ~ c t io ~ s d u ~ n g r e p o r t i n g p t ~ o d
(including lP.L~t a~eL~} r epot t i ng p~i od of rt3x~mg ~
(I) (2) (1) (2) (I) (D (3) (4) (5)
Place "(X)" after each e~t A~unt ~y~ (e.g., V~lu¢ Val ue Ty~ (e.g., ~te Val~ G ain Id~fi~y of
exempt fr~ wior di~lo~e C~ I div., r~t, C~ 2 M¢~ ~, ~ll, m~t~ C~e 2 C~I ~y¢r.~lkr
( A-H) or inL) ( J -P) C~e 3 ~ d e m p t i o n ) (J-P ) ( A -H) ( i f p~ v a te
( Q - W ) ~ra~ction)
1429. -Visa Inc CI A
| 4 3 0 . .Wa b M a r t S t o r e s I n c
143 I . -Wel l s Fargo & Co New
1432. -Whirlpool Corp
1433. -Xto Energy Inc
1434. - l shares Tr S&P Smal l Cap
1435. -BNY Mel lon Emerging M kta Fd CI M
14 3 6 . - B NY M e l l o n E m e r g i n g M k t s Fd C I M
1437. -BNY Me l lon Focused Equi ty Opp-M
1438. -BNY Mel lon Focused Equi ty Opp-M
1439.-BNY Mel lon int ’ l Fund CI M
1440. -BNY Mel lon Int ’ l Fund CI M
1441. -BNY Mel lon Large Cap Stk Fund
14 4 2 . -B N Y M e l l o n La r g e C a p S t k Fu n d
14 4 3 . - B N Y M e l l o n M i d C a p S l k Fu n d
14 4 4 . -B N Y M e l l o n M i d C a p S t k Fu n d
1445. -BNY Mel lon Nat’ l Inter Muni Bd Fd CI-M
S o l d
S o l d ,
Sold
S o l d
S o l d
S o l d
B uy
(add’l )
B uy
(add’l )
B uy
S o l d
S o l d( p a r q
Bu y(add’l )
B uy
S o l d
S o l d
(part)
Sold( p~ )
Bu y
03111/10
0 6 1 1 5 1 0 9
03/1 I110
03/11/10
03/I 1/10
0 3 1 1 2 1 1 0
0 3 1 1 2 1 1 0
12/22/10
03/12/10
12/22/10
0 3 1 1 0 1 1 0
12/17/10
0 3 1 1 2 1 1 0
12/22/10
03/10/10
12/09/10
0 3 / I 2 / 1 0 1 ,
See Sect ion VIII #3
I . Income Gain ( tadcs: A = ~ l . 0 0 O n r l e s s B -$ 1 . 0 0 1 - $ 2 . 5 0 0 C -$2.501 - $5 .(’~0 D -$5.01"11 . II5.0110
I~(’olm~ C2I O -~k Va]~e V "O~ W = EsUm a~ed
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FINANCIAL DISCLOSURE REPORT
Page 8 9 o f 103
N a m e e ! P e r so n R e p o r t i n g
Standish, Wil l iam L. 07/I Z/2011
N O N E (No reportab le income, ass e t s , or t ransa ct ions~)A. B.
Descril~ion of As_~ts I n c o m e d u r i n g
( inc lud ing t rus t =~ ts ) ~aing
Place "(X)" aflu each as~t ~1
cxempl f rom p~or di~]o~e C~ I div.. rc~
( A-H) ~ int.]
Gms~ value at e~d
o f r c p o r n n g p e r i o d
O) (2)
Value Value
C O d ~ 2 M e t h o d
( J - P 1 (’ode 3
~ O - W ~
Transactions during telm rting period
( t~ (2) (~1 141 ~5 )
T y p e ( e . g ., D a t e Value G ain I d e n t i ty o f
t r o y , s e l l , m n v ’ d d / y y C o d e :7 Code I buyertseller
r e d e m p t io n ) ( J - P ) IA-Ill ( i f p r i v a t e
t r a n s a c t i o n )
1446. -BNY Mel lon Nat’ l Inter Muni Bd Fd CI-M
1447. -BNY Mel lon Nat’ l Inter Muni Bd Fd CI-M
1448. -BNY Mel lon Nat’ l ST Muni Bd Fund
1449. -BNY Mel lon Sm al l Cap Stk Fd CI M
14 5 0 . -B N Y M e l l o n S m a l l C a p S t k Fd C I M
14 5 1 . - B N Y M e l l o n S m a l l / M i d C a p
14 5 2 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d -M
1 45 3 . -B NY M el l o n S mal l / Mi d C a p F un d - M
14 5 4 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d -M
1 4 5 5 . *BNY Mel lon Tax-Sensi t ive Large Cap-Mul t i St ra tegy Fd CI-M
1456. -BNY Mel lon US C ore Equi ty 130130 Fund
1457.-BNY Mel lon US Co re Equi ty 130130 Fund
1458. -BNY Mel lon US Co re Equi ty 130/30 Fund
’ 1459. -Trust #17 INo Benef lnteres t )
1460. -BNY Mel lon MM Fund CI M
!461. -Dreyfus Divers i f ied lnt l
1 46 2 . -D r ey fus S e l ec t Man ag e r s S ma l l C ap V a l ueF un d
~one
i
Bu y 12/10/10(add’l)
Sold 12~2/10(pa rq
Buy 0 3 1 1 2 1 1 0
Bu y
i 03/10/10add’l)
Sold i 12/17/10
B uy
B uy
l ad d ’ l )
S o l d( p a r q
B uy
B uy
S o l d(par t )
S o l d
M e n M k t [ n v
S o l d
(parq
B uy
03/10!10
12/14/10
12/22/10
12t22/10
10/07/08
03/10/10
1 2 / 1 7 1 1 0
0 9 1 2 1 1 1 0
09/21/10
See Sect ion V I I I #3
DI See Section VIII # I
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FINANCIAL DISCLOSURE REPORT
Page 9 0 o f 103
Nem e of/’ersoa Reportln~
Sta n d i sh , W i l l i a m L.
Date of Report
07/I 2/2011
Vi i . INVESTMENTS and TRUSTS
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A. B. C. D.
Dc ~c r i p l ~n of .Asset s I n co m e d urin g G ro s s va lue at e ~d Transactions d~ng rc~nin8
(incl~ing t~t a~eu) r~ing p~ of r~ing ~
(I) 1 2 ) (I) (2) (I) (2) (3) (4) (5)
P h ~ "(X)" after ~ch ~t Am~t T)~ (e.g., VoI~ V a l u e T~ (e.g., Date Val ue G ain Id~ti~ of
ex~pt from prior ~lo~ C~ I di v . , r enL C~e 2 Mcth~ ~, ~11, mm/d&~ C~ 2 C~e I ~/scller
(A-~ or int.) (J-P) C~ 3 ~emption) (J-P) (A-H) (if pfivtte
1463. -Dreyfus Selec t Manage , r~ Smal l Cap Va lueF un d
1464. -Hussman St ra tegic Growth Fd
1465. -I lnssman Stra teg ic Tota l Rot"
1466. -Hussman St ra tegic Total Ret
1467. - I shares S/P GSCI Commodi ty- lnd
1468. -BNY Me l lon Lg Cap Stock Fund C I M
1469. -BNY Mel lon Lg C ap Stock Fund CI M
1470. -BNY Mel lon Lg C ap Stock Fund CI M
1471. -BNY Mel lon Lg C ap Stock Fund CI M
1472. -BNY Mel lon Lg C ap Stock Fund CI M
1473. -BNY Mel lon Lg Cap Stock Fund CI M
1474. -BNY Mel lon Lg C ap Stock Fund CI M
14 75 . -B N Y M e l l o n Lg C a p S t o c k Fu n d C I M
1476. -BNY Mel lon Lg C ap Stock Fund CI M
14 77 . -B N Y M e l l o n M i d C a p S t o c k Fu n d C I M
1478.-BNY M el lon Nat’ l Inter Muni Bo nd Fd CI
M
1479. -BNY Mel lon Nat l S/T Muni Bon d Fd
I
B uy
I 1 2 1 3 1 1 1 0add’l )
So ld i 0 9 , " 2 2 1 1 0
(par t )i
So ld 109/21/10( p a a ) ;
B uy 11/22/10
( ad d ’ l ) ~
S o l d 109/23/10(P~ )
B uy
[ 02/01/10
(add’l )
B uy
! 03/01110
( ad d ’ l )
Bu y
1 0 4 1 0 1 1 1 0add’l)
B uy 05,’03/10
(add’l )
B uy 06/01/10
(add’l )
B uy 07/01/10
(add’l )
B uy 08/02/10
(add’l )
[
B uy 09/01/10,(add’l)
Sold 09/21/I 0
So ld 0 9 / 2 1 / I 0
(par t ) ’
S o l d 09/21/10
(par t )
So ld 09121/10
(par t )
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FINANCIAL DISCLOSURE REPORT
Page 9 1 o f 103 Ia m e o f P e ~ o a R e p o r t in g
Standish, Wil l iam L.
D a l e o f R e p o r t
0 7 . ’ 1 2 J 2 0 1 1
V I I . I N V E S T M E N T S a n d T R U S T S - i .... e , m l u e , t r a n s a c t i o ~ s ~ l n c lu d e ~ ’ h o x e o f s P o u s " a n d d e p e n d c n l c h i l d r ~ n : $ e e p l x 34o60 Of f i l in g in ~tru c~ion ~.)
NONE (No repor tab le incom e , a sse t s , or transa c t ions .)A. B. C. D.
D~s~’ription of Assets I n co m e d un ng G ro s s va lue a t e n d Tr ansac t i ons dur t ng r epor t i ng per i od
{i~l~ing l~st a~) ~ng ~i~ of r~ing ~
(I) (2 ) (I) (2) (11 (21 (3) 14)
Place "(X)" a~er ~ch ~I A~t Ty~ (e.g., Val ue Va~ " T~ (e.g., ~te V a l u e Ga~ I~li~ of
exempt from prior di~lo~re C~ I ~v., rent, C~ 2 Me~ ~y, sell, m~ C~ 2 C~e I ~/seller
(A-t0 or int.~ (J-P) C~ 3 ~empt~n) ( J-P) ( A - H ) ( i f pr i vat e
(~W) ~ransacdon)
14 8 0. -B N Y M e l l o n S m a l l C a p S t k Fd C I M
1481.-BNY Mel lon Tax-Sensi t ive Large CapMul t i -St ra tegy Fund CI M
1 4 8 2 . -BNY Mel lon Tax-Sensi t ive Large CapMul t i -St ra tegy Fund CI M
1483.-Firs t Hor izon Nat’ l Corp
1 4 8 4 . - J u n i p e r Networks lne
1485. Trust # 18 (No Benef Interest)
1 486 .- B NY Mel l o n M M F un d
1487. - -BNY Mel lon Emerging Mkts Fd CI M
1488.-BNY Mel lon In t ’ l Fund CI M (X)
1489. -BNY M el lon Int ’ l Fund CI M
14 9 0 . -B N Y M e l l o n Lg e C a p S t k Fd
1491. -BNIY Mel lon M id Cap Stk Fd CI M
14 9 2 . -B N Y M e l l o n M i d C a p S t k Fd C I M
1493. -BNY Mel lon Nt l Inter Muni Bd Fd CI M
1494.-BNY Mel lon Nt l Inter Muni Bd Fd CI M
14 9 5 . - B N Y M e l l o n N i l S / T M u n i B d Fd
1496. -BNY Mel lon Nt l SH" Muni Bd Fd
N o n e
So ld
B uy
B uy(add’l )
So ld
S~ld
M o n M k t I n v
S o !d
S o l d
So ld
S o l d(par t )
So ld
S o l d( l ~ a r t )
So ld
S o l d
(pat"0
Sold
i 09/21/10
t9t21/10
12/22/10
10/06/10
1 0 1 0 6 / 1 0
10/06/10,
1 0 / 0 6 / 1 0
1 2 / 1 5 / 1 0
1 0 / 0 6 1 1 0 ’
i2/15110
See Sec t ion VII I #3
See Sec t ion VII I #3
See Sect ion Vll l #1
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Page 9 2 o f 103
N a m e o f P e r s o n R e p o r t t a g
Standish, Wil l iam L.
D a t e o f Report
0711~2011
N O N E (No reportab le income, asse t s , or tran sac t ions. )
D e s c v i p t i t m o f A ~ s e t s Income during
tiacluding trust a s s e t s ) reporting p ~ i o d
(I)
P l a c e " ( X ) " a f te r e a c h a s s e t A m o u n t T y p e ( e . g . ,
exempt from p rior di~losure Code I . d i v . ,( A - ] I ) o r i n l . )
G r o s s value at end
o f r ~ p o r t i n g p e r i o d
O) (2)
V a l u e Value
Code 2 M e t h o d
( J - P ) Code 3
( Q - W ~
Transactions during reporting r~riod
(I) (2) O) (4)
( e . g . . D a t e V alue Gain
s e l l . m m / d f f ’ y y C o d e 2 C o d e Ir o d e m p t i o n ) ( J - P ) (A-II)
I d e n t i ty o f
buFf’sel ler( i f p r i v a l e
t r ; u L s a c t i o n )
14 9 7 . -B N Y M e l l o n S m a l l C a p S t k Fd C I M
14 9 8 . -B N Y M e l l o n S m a l l C a p S t k Fd C I M
14 9 9 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d - M
15 00. - B N Y M e l l o n S m a l l / M i d C a p Fu n d - M
15 01. - B N Y M e l l o n S m a l l / M i d C a p Fu n d - M
1502. -BNY Mel lon Tax-Sensi t ive Large Cap -M
1503. -BN¥ Mel lon Tax-Sensi t ive Large Cap -M
1 5 0 4 .- I sha r es S &P G S C I C o mm o d i t y- l n d exedTrust
1 5 0 5 .- I sha r es S &P G S C I C o mm o d i t y- I n d exedTrust
1506. -Dreyfus Diversified Int’l-I
[1507.-Dreyfus Dive rsif ied In t’l- I
1508. -Dreyfus Inf la t ion A djusted Secs Fd
1509.-Dreyfus Inf lat ion A djusted Secs Fd
1510.-Dreyfus Select Man agers S /C VI-I
151 I . -Dreyfus Selec t Manag ers S/C VI- I
1512. -Rydex Managed Futures St ra tegy Fund
1513. -Rydex Managed Futures St ra tegy Fund
So ld 1 0 / 0 6 / 1 0 1(par t )
So ld 12115/10
B uy 10/06/10
B uy 1 2 1 1 4 / 1 0
(add’l )
So ld 12/21/I0
B uy 10/06/10
S o l d 12/15/10
B uy 11/27/09
So ld 12/17/10
B uy 10/06/10
So ld 12/I 5/I 0
Bu y 1 0 1 0 6 1 1 0
So ld ’ 12/15/10
B uy 1 0 1 0 6 / 1 0
So ld 12/15/|0
B uy 1 0 1 0 6 1 1 0
S o l d 12/15/10
See Section VIII #3
E =$15,o01 - $SO.OOU
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Page 93 of 103 Standish, WilliamL
D at e of Re~ t
07/12/2011
NONE (No repo r t ab l e i ncome , a s se t s , o r t r an sac t i ons .)
of report ing p~od
~1) ( 2 )
V a l u e Value
Code 2 M ~ h ~
( J - P ) C~ 3
T y p e ( e . g . .
b u y . sel l .
r e d e m p t i o n )
T r a n s a c t i o n s duxing r ~ p o r t i n g 1 o c r i o d
(2) (3) (4‘) (5 1
D a t e V alue G ain I d e n t i l y o f
mm/dd/yy Code 2 Code I buy~’Isellcr
( $ - P l (A-H) ( i f p r i v a t e
tran~ction)
1514. Trust #19 (No Bencf Interest)
1515. -BNY Mel lon M M Fund CI M
15 16. -B N Y M e l l o n E m e r g i n g M k t s Fd C I M
1517. -BNY Mel lon Int ’ l Fund CI M
1518. -BNY Me l lon Lg Cap Stock Fund CI M
I 519. -BNY M e l l o n M i d C ap Stock Fund CI M
1520. -BNY Mel lon Nai l Inter Muni Bd Fd CI M
15 2 1 . - B N ¥ M e l l o n N a l l S i T M u n i B d Fd
i 5 2 2 . -B N Y M e l l o n S m a l l C a p S t o c k Fd C I M
15 2 3 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d -M
15 2 4 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d -M
!5 2 5 . -B N V M e l l o n U S C o r e
1526. -BN¥ Mel lon Tax-Sensi t ive Large Cap-M
1527. -BNY Mel lon Tax-Sensi t ive Large Cap-M
1528. -Dreyfus!Newton Int’l Equity-I
1529. -Dreyftt~Newton Int’l Equity-I
1530.-Dreyfus Select Managers S /C Value Fund
M o n M k ~ I n v
S o l d
( p a r t }
S o l d( p a r t )
S o l d
Sold(part)
B uy
(add’l )
10/06/10
10/06/10
10/06/10
1 2 1 1 0 / 1 0
10/06/10
I0/06/1~
12/14/10
12/22/I 0
10/06/I 0
1 0 / 0 6 1 1 0
Sold(part)
B uy
B uy
(~dd’l)
C l o sed
B uy
B uy
(add’I )
B uy
B uy
(add’l)
Buy
See Sec t ion VII I #1
See Section VIll #8
Ii
E =$15.O01 - $.’~.i~dO
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FINANCIAL DISCLOSURE REPORT
Page 94 o f 103
Name of Per*on Rrport lag
S l a n d l s h , W i l li a m L .
D a l e o f R e p o r t
{ } 7 / 1 2 / 2 0 1 1
VII. IN VESTMENTS and TRUSTS -
N O N E (No reportable income, assets, or transactions.)
A. B. C. D .
D e s c r i p t i o n o f A s s c ~ s I n c o m ~ d u r i n g Gross value at end Transacduns during reporting pe~od
(including ~tsl s ~ c ~ s ) reporling po’iod o f r ~ a o ~ l i n g I : ~ i o d
( I ) ( 2 ) O) (2) ( 1 ) ( 2 ) ( 3 ) ( 4 ) (5}
Place "{X)" afle~ e~ch assetm o u r n TyI~ (e.g.,a l u e V ~ l u ~ T y p e ( g . , D ’ s ~ e V a l u e G a i n I d c m i t y o f
e x e m p ~ f r o m p r i o r d i s c l o s t ~ e C o d e I div., rent,o d e 2 M e ~ h ~ l buy, sell,m / d d / y y C o d e 2 C o d e I buye~/sell~r
(A-H) o r i n t . } ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) (A-H) (ifprivale
(Q-W) t r a n s a c t i o n )
1 5 3 1 . -D r ey fus S e l ec t M an ag er s S I C V al ue
1532.-Ishar~s S&P GSCI Commodi ty-lnd
1533. -Advantage Global Alpha-[
15 3 4 . -A d v a n t a g e G l o b a l A l p h a -I
1535.-Del l Inc
1536. -Microsoft Corp
1537. -Rydex Managed Futures St ra tegy Fd-Y
1538. -St ra tegic Global Stock Fund
1539. -St ra tegic Global Stock Fund
1540. -Trust #20 (No Benef Interest)
15 4 1 . -B N Y M e l l o n M M Fu n d C L M
1542. -BNY Mel lon Bond Fund-CI M
15 4 3 . -B N Y M e l l o n E m e r g i n g M k l s Fd C I M
1544.-BNY Mel lon Focused Equiq~ Opp-M
1545. -BNY Mel lon Focused Equi ly Opp-M
154b. -BNY Mel lon Intermediate Bond Fd
1547. -BNY Mel lon Intermediate Bond Fd
~one N
Buy
(add’l)
Buy
Buy(add’l)
Closed
So ld
B u y
B u y
Buy(add’l)
T
Mo n M k t l n v
Buy
B u y(add’l)
B u y
S o l d
Buy(add’l)
Sold( p a r t )
1 2 / 3 1 1 1 0
10/07/I 0
12/22/10
11/24/09
10/06/10
10/06/10
12/31/10
12/31/10
1 2 / 3 1 1 1 0
04/28/10
12/31/10
04/28t l0
12!31/10
See Section VIII #13
See Section VIII #3
C See Sec t io n Vl l l #1
I. Inc~wnc Ga in (’odes: A = $ 1 , 0 00 m l e s s [3 =$1 .~1 - $2.5~ C ~$2~1 - $5,~ D = ~ 5 ,~ 1 - $ 1
~¢ Uoluln~ B I md ~) F =$50,~ I - $1~.~ G "$ I~.~1 - $ I.~,~ H I "$ I.~,@l - ~,~ H 2 = M o r e ~ an
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FINANCIAL DISCLOSURE REPORT
Page 95 o f 103
N ~ m e o f Person Rei~ing
Standish, Wil l iam L.
D ~ ( e o r R e p o r t
~7:12r2o11
NONE (No reportable income, assets, or transactions.)
A. B. C. D.
D~.~criplion of A ssets I n co m e d urin g G to ~ v a l tm at t ro d Tranaactinns during t~ing ~
(including ~ a~ts) ~ning ~ of~po~ ~6~
(t) (2) (1~ (2) (I) {2) (3) (4) (5 )
Pla~ "(X)" afl~ ~¢h as~t A~t T~ (e.g., VaI~ V~e T~ (e.g., D ate V a l u e G ain Id~tity of
exempt [~m ~tor dimlo~re ~e I di v . , r en t , C~e 2 Met~ ~, sell, m~’~t~ C~e 2 C~e I ~er.’sell~
( A - H ) ~ ~t.) (J-P~ C~ 3 r~mption) ( J-P) ( A-H) ( i f pr i vat e
( Q - W ) t onsac t i on)
1548.-BNY Mel lon int ’ l Fund CI M
1549. -BNY Mel lon Lg C ap Stock Fund C] M
1550. -BNY Mel lon Lg C ap Stock Fund CI M
15 5 1 . -B N Y M e l l o n M i d C a p S t o c k Fd C I M
1552.-BNY Mel lon Muni Oppor t -M
1553. -BNY Mel lon Nat l Inter Bond Fd
1554. -BNY Mel lon Nat l S/T Muni Bon d ibd
1555. -BNY Mel lon Nat l S/q" Muni Bond Fd
1 556 . -BNY Mel lon Smal l Cap Stock Fd CI M
15 5 7 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d - M
1558. -BNY Melton S~ US Gvt Sees Fd CI-M
t ~ 1 5 5 9 . -BNY Mel lon Tax-Sensi t ive Large Cap
M ult i-Strategy Fund
1560. -BNY Mel lon US Core Equi ty l30/30 Fd
1561. -BNY Mel lon US Core Equi ty l30/30 Fd
1562. -Dreyfus Divers i f ied Inf l Fund
1563. -Dreyfus Diversified Int’l Fund
1564.-Dreyfus Inf lat ion Adjusted Sees Fund r
S o l d
B uy
(add’l )
S o l d
S o l d(part)
B uy
So ld(par t )
S o l d(par t )
So ld(par0
S o l d
B uy
B uy
B uy
So ld(part)
S o l d
B uy
S o l d(par t )
B uy
04/28/10
04/28/I 0
1 z r 3 1 / 1 0
12/31/10
1 2 / 3 1 1 1 0
04/28/I 0
12/31/10
1 2 / 3 1 1 1 0
1 2 / 3 1 ~ 1 0
12/31/101
12/31/10{
04/2g/ I0
12/31/10
04/28/10
1 2 / 3 1 1 1 0
12/31/10
t I n c o m e G a . n C o d e s ; A ~ $ 1 . 0 1 ~ o r I ~ s B-$].001 - $2.500 C ~$2.501 -$5.~ D -15.~1 -
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FINANCIAL DISCLOSURE REPORT
Page 9 6 o f 103
Name of Person Reporting[
Date of Reperl
S t a n d i s h , W i l li a m L .
I
07/12/2011
N O N E (No reportab le income, ass e t s , or t ransa ct ions.)
A. B. C. D.
D e s c r i p t io n o f A s s e t s Income during Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d
(including mast assetsl r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d
(1) (2) (I) (2) (1 ) {2) (3) (4) (5 )
P l a c e " ( X ) " a f te r e a c h a s s e t A m o u n t T y p e ( g ., Value Value T y p e { g . , D a t e Value Gain I d e n t i ty o f
e x e m p t f r o m p r i o r d is c l o s u r e Code I ! d i v . , r e n t , Code 2 M e t h o d buy, sell, mrrfdd/yy Code 2 Code I buyer/seller
( A - H ) o r i n t . ) U - P ) Code 3 r e d e m p t io n ) ( J - P ) ( A - H ) ( i f p r i v a t e
(Q-W) t r a n s a c t i o n )
1565.-Dreyfus Opportunist ic Small Cap Fund
1 5 ~ ) 6 . -Dreyfus Select Mgrs Small Cap GrovahFund
1567. -Dreyfus Select Mgrs Sm all Cap Va lue Fund
1568. -Apache Corp
1569. -Asg Globa l Alternat ives Fund-Y
1570. -Cit igroup Inc
157 I. -Ishares S&P GSCI Co mm odity-lad
1572. -Ishares S&P G SCI Com .modity-lnd
1573. -Research in Motion
1574. -Rydex Man aged Futures Strategy Fd-Y
1575.-Texas InstrumentS
1576. -Wal Mart Stores Inc
1577. -Trust #21 {No Benef Interest)
1578.-BNY Mel lon MM Fund CI M
1579. -BNY Me l lon Income Stk Fd CI M
1580. -BNY Mellon Lg Cap Stock Fund CI M
1581.-BNY Mellon M id Cap Stock Fund CI M
None N
Buy
Buy
B u y
Sold
B u y
Sold
Sold(part)
Sold
Sold
B u y
Closed
Sold
T
Mort Mkt lay
Sold
12/31/10
12!31/10
1 2 / 3 I/ I 0
08/I 8/09
12/31/10
11/25/08
01/04/10
04/30/10
I 0 / 0 6 f 0 8
12/3! /10
06/15/09
05/01/08
See Sect ion V l l l #3
See Sect ion V I i l
See Sect ion V l l l #3
See Section VIII #8
See Section VIII #3
B See Sect ion V i l l # l
See Sec t io n VII I a3
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Page 97 o f 103 Standish, William L.
Date of R e p o r t
07/IZ’2011
NONE (No reportable income, c~sets, or transactions.)
A. B. C D.
Description of Assets Income dut’~ng Gross value at end Transactions d uring reporhng p eriod
( inc lud lng t rus t a s se ls ) re-po~ing period of r epor t i ng per i o~
( I ) (2) (I I (2 ) (I) (2 ) {3) ~41 (5 1
Place "{XP after each ~set Amount Type (e.g~ Value Va lue Type (e g.. Date Valu~ Ga in ldemffy of
exempt from prior disclosure Code I div., renL Code 2 Methy l Ix,y, sell, m m /ddly y C ode 2 [.’ode I buycr.’scller
(A-ill or inL) (.I-P ) {.’ode 3 r~dempf ionl (J-PI (A-Ill (if private
(Q-W) t ra r~ acU o~ )
1 5 8 2 . -BNY Mellon Nail Inter Mtmi Bond Fd CIM
1583. -BNY Mellon Nail S/T Muni Bon d Fd
1584. -BNY Mellon Sm all Cap Stock Fund Cl M
1 5 8 5 . - D r e y f u s D i v e r s i fi e d I n ! l - I
1586. -Hussman Strategic Grow th Fund
1587. -Hussman Strategic Total Ret Fund
1588.-Ishares S&P GSCI Com mod i~ Ind
1589. -Trust #22 (No Benef Interest)
1590. -Blackrock PA Muni Inst . Shares # 40
1591.-AT&T Inc
1 5 9 2 . -B H P Bil l~ton Ltd
1593. -Barrick Go ld Cotp
1 5 9 4 . -B u r l i n g to n N S a n t a F e C o r p
Bu y
(add’l)
T
M e n M k t I n v
S o l d
11/22/10
’02/16/10
N S e e S e c t i o n VIII # 1
1595. -Chevron Co~
1596. -Chubb Corp
1597. -Diageo PLC
1598. -Emerson E lectric Co
Bu y
Bu y
03/12110
10/13/10
(See Column., B I and D 4 1
2. Value (’odes
b~c Column~ C! and
I.~c t’alumn
D ~ $ 5 , 0 0 1 - E - $15.BO I - $50.IX~O
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FINANCIAL DISCLOSURE REPORT
Page 9 8 o f 103
N a m e o f P e r s o u R e p o r t i n g
Standish, Wil l iam L.
Dale of R:port
0 7 1 1 2 / 2 0 1 1
V II. IN V ESTMENTS and TRUSTS - I ....... tu , . tt .....ionl (lndudes thoat of~p ...... d d ~ ’ p e n d e n t c h i l d , e , ; a t e p ~ . . 1 4- 6 0 o f f d in g i n a t r ~ c t l o n ~ )
NONE (No repor tab le incom e , a sse t s , or transa c t ions .)A. B. C. D .
D e ~ c r i p l i o n o f A s s e t s Income during Gross value at end Transaclions during reporting pedod
( i n c l u d i n g t r u s t a x s e t s ) r e p o r t i n g p e r i o d o r r e p o r t i n g p e r i o d
11 ) (2 ) (I) (2) Ill (2) (3)
P l a c e " I X l " a l t e r e a c h a s s e t A m o u n t T y p ~ ( e .g . , Value Value T y p e ( e . g . . D a t e V al u e Gain I d e n t i t y o f
exempt fi’om ~ior disclosure Code I d i v . , r e n t , ~ ’ o ~ 2 M e ~ h o d I : m y , s e l l , m m . t d d / y y Code 2
( A - H ) o r i n t . | ( J - P ) Code 3 redem~ionl I J-P) (A-H) ( i f p r i v a t e
[Q-w) t r a n s a c t i o n )
1 5 9 9 . -Hewlett Packard
1600. -Medco Il l th Solut ions Inc
1601. -Me rck & Co
1602. -National Grid PLC
1603.-Nike Inc
1604. -Pepsico Inc
1605. -Procter & Gam ble Co
1606. -JM Smucker Co/The New Corn W /I
1607. -Stericycle Inc
1608.-3M Company
1609.-Unilever NV New York Shares
1610 . -Vangua rd Em erg ing Mkt s
161 I.-Trust #23 (No Benef Int©rest)
1612. -Blackrock PA MM Inst Shares # 40
1613. -AT&T
1614.-Barrick Gold C orp
1615. -Burlington N Santa Fe C orp
None 0
Sold( p a r t )
B uy
Bu y
Sold(part)
Bu y
Bu y
Bu y
M o n M k t ln v
S o l d
10/13/I0
10i13/10
03/12/10
10/I 3/I 0
06/30!09
03/12/10
1 0 1 1 3 1 1 0
02116/10
M
S e e S e c t i o n V l l i
See Sect ion VIII #I
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FINANCIAL DISCLOSURE REPORT
Page 9 9 o f 103 INsmef P e r s o l a R e p o r t i n g
[Dnl l e of Repor t
S t a n d i s h , W i l l ia m L .
]
0 7 1 1 ~ 2 0 1 1
NONE (No reportable income, assets, or transactions.)
A. B. C. D.
D e s c r ip t k m o f A s s e t s In co m e d urin g G ro ss va lue at e n d Tr ansac t i ons dur i ng r epor t i ng per i od
(including to.~ ~s~s) repo r t ing pe r iod of r epoa ing pe r iod
(I) {2) (I) (2) (I) ¢Z) (3) (4) (5 )
PTac¢ "IX)" a [~ er each axs¢~ A m o u n t T)~(e.g.. V a lue V a lue Typs ( e . g . , Da te Val ue G ain I dent i t y of
e x e m p t f r o m p t ’ io r d i s c lo s u r e C o d e 1 di v . , r en t , C ode 7, M e t h o d I~y, sell , m m . ’ d d : y y C o d e 2 C o d e I b~yerisellet
(A-t l ) or i n t . ) O-P) C o d e 3 ~-d e m p fio n ) (J-P ) {A-HI ( i f pr i vat e
[ Q - W ) t ransac t ion )
1616.-Chevron Corp
1617. -Chubb Corp
1618.-Cincinnat i Fin Group
t619. -Dominion Res Inc VA
1620. -Emerson Electric Co
1621. -Freeport McMo ran Copper & G old
1622.-Hewlet t-Packard C o
1623. -Intel Corp
1624,-Med co t i l th Solut ions Inc
1625.-Merck & Co Inc
1626. -Nik¢ lnc
1627. -Pepsico In
1628.-Praxair In c
I 629. -Procter & Gam ble Co
1630. -JM Smucker Co/The new Corn W /I
1 6 3 1 . - 3 M C o
1 6 3 2 . -Cenlervi l l e Ostervi l l e & Mars lo Muni
3.250-2015
Bu y 03/17/10
Buy
Bu y
Buy
03/I 7/10
0 2 / 0 3 / 6 9
0 3 t 1 7 / I 0
See Sect ion VIl l #3
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FINANCIAL DISCLOSURE REPORT
Page 100 o f 103
/’ ~ , m o f P e r s o n R e p e r t i n l
S t a n d i s h , W l | l lt m L .
Date of R e p o r t
07/12/2011
V I ! . INVESTMENTS and TRUSTS
N O N E (No reportab le income , asse t s , or tran sact ions. )
A. B. C. D.
Descrip tion of Aa~,et~ in co m e d urin g G ro s s va lue a t e nd Transact ions duf in8
repo r t ing p~ r iod
(including ~i~.tst ar, setl) n tpo r t ing pe r iod of r’~poning
(D (2) (~) (2) (D (2) (3) (4) (5 ~
Pl ~t c e " ( ’X) " a~er ~c h asse t A m oun t T yp e (e .g ~ Val ue V a lt~ T yp e ( e .g ., D a te V a lue G ain I dent i t y of
e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I ( dJv . . r ea l , C o d e 2 Metlr iod buy, sell, m m / d d / y y C o d e 2 C o d e I buyer/seller
f A - H ) o¢ in t . ) (J-P} C o d e 3 r v d e m p t i o n ) (J-P) (A -H) (if rn a va te
( Q - W } ~ransaction)
[ 1633. -Seekonk M ass 3 .625-2018
1634. -United Technologies Corp .
1635. -Trust #24 (No Benef Interest)
i 1636. -Blackrock PA M uni MM las t Shares # 40
1637. -AT&T
i1638.-Barr ick Gold Corp
1639. -Bur ling ton N Santa Fe Corp
1640. -Chevrun Corp
1641. -Chubb Corp
1642. -Conagra Foods Ine
1643. -Emerson E lectr ic Co
1644..l-i’ewlett-Packard Co
1645.-Medco Hl th Solut ions Inc
1646.-Merck & Co
1647. -Nike lnc
1648. -Pepsico
1649. -Procte r & Gam ble Co
N o n e
Buy
T
Mort Mkt lay
Sold
Buy
Buy
03/17/10
02/16/10
03/09/
03/09i l0
M
I
E See Sect ion Vll l #1
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FINANCIAL DISCLOSURE REPORT
Page 101 of 103
N a m e o f P e r so n R e p o r t i n g
Standhh, W il l iam L.
Date of Reporl
~ 7 . q 2 / 2 0 1 1
VII. INVESTMENTS and TRUSTS
N O N E (No reportab le income, asse t s , or tran sac t ions. )A. B. C. D .
D e s c r i p t io n o f A s s e t s Income during Gross value at end Transactions during reponmg period
( i n c l u d i n g t r t ts ! a s s e t ~ } r e p o r t i n g p e r i o d o f r e p o r t i n g p ~ r i o d
~I) (21 (I) (21 (I) [2) 131 (4) 1 5 1
P l a c e " ( X ) " a R e r e a c h a s s e l A m o u n t T y p e ( e . g . , Value Value T y p e (e .g. , D a ~ e V alue G ain I d e n t i t y o f
e x c m p ~ f ro m l n ’i o r d i s c lo s u r e Code I d i v . , r e n t , C o d e 2 Melhod b u y . s¢ | l . ~ m / d d , t . ~ 7 C o~ e 2 (’ode I b u y e r / s e | ] e r
(A-H) o r i n t . } ( J - P ) C o d e 3 r ~ d c m p f io n ) ( J - P ) ( A - H ~ I ( i f p r i v a t e
(Q-W) t r a n s a c t i o n )
1650. -JM Sm ucker Co/The New Corn W!l
1651.-3M Co
1 6 5 2 .- V an g uar d Eme r g i n g Mk t s
1 6 5 3 .
1 6 5 4 .
1655.
1 6 5 6 .
Bu y 0 3 / 0 9 q 0
I Income Gain Cod¢ .~: A ~$1.000 or less B = $1.001 - $2,500 C ~ $ 2..~01 . $ 5,0~)
2 Vah~ c ( ’~ ¢s ] =$15.~1 or less K -$1 ~ . ~ 1 - $5 0 . ~ L =$~0,~1 - $1~.~
$ V~lu¢ Med~ C~ Q-,~tei~l R -Cos t (R ~ l
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FINANCIAL DISCLOSURE REPORT
Page 102 o f 103
N a m e o f P e r s o n R e p o r t i n g
Standish, Wil l iam L.
I ~ t e o f R e p o r l
07/12!2011
VIII. ADDITIONAL INFORMATION OR EX PLANATIONS. a~d ~o ~ ttp ,,o.~ ,,po ,~J
( I ) Informat ion i in the t ransac t ionl omi t ted f rom Co lumn (D)3 in a ccordance wi th the Com mit tee’s l e t t ers of Febrnary I , 1990 and Nov ember 5, 2003 .
~ 2 ) On 1/27i2003 Phi l l ip Morr i s Cos. Inc . name was changed to AlU’ia . Subsequent ly . on 3t31/2008, Phi l l ip Morr i s Internat ional was received f rom a spin-offof
AItria.
(3 ) The buy/sale date of th i s s tock was inadve r tent ly missed on p r ior repor t s .
(4 ) The mamriq t date of th i s bond was inadver tent ly missed on pr ior repor t s .
(5 ) This s tock was marked so ld on 12/22/2006 in the 2006 Financ ial Sta tement . I t was then inadwrtent ly mark ed as a buy on 2/12/2007.
(6 ) This s t~k was inadverten t ly ma rked as a p ar t ial sale when i t was a ful l sale.
[7 ) The nam e change per ta ining to th i s s tock was inadver tent ly missed.
(8) This s tock was l i s ted on the 2008 Financ ial Sta tement a s a buy. This s tock was not p urchased in th i s Trust .
(9 ) The 2007 Financ ial Sta tement cor rec t ly shows the merger of Phelps Dod ge wi th Freepor t McMo ran Copp er & Gold lnc . on 3/13/07. The Freepor t
McM oran s tock was subsequent ly sold on 12./01/08. The Phelps Dodg e s tock should have been rem oved f rom the Financ ial Sta temen t a t the time of
the merger wi th Freepor t McM oran.
(10) This s tock was inadver tent ly marke d as a ful i sa le on the 2009 Financ ial Sta temen t when i t was a par t ia l sa le .
( I I ) This s tock was spe l led incorrec t ly when i t was marke d on the 2008 Financ ial Sta tem ent as , purchase. This i s ac tual ly Nokia. Nokia was sub.~-’quent ly
sold on 7/21 ~9 and th i s Nokal Corp s tock should jus t be removed f rom the Financ ial Sta teme nt .
( i2 ) Inadver tent ly , on the 2008 Financ ial Sta tement China Mobi le Hong Kong Lid was marked as a ful l sa le on 8/15/08 when i t was a par t ia l sa le . Also, therew a s a n a m e c h a n g e o n 5 / 1 / 2 006 fr o m C h i n a M o b i l e Ho n g K o n g Li d t o C h i n a M o b i l e L t d t h a t w a s m i s s e d .
(13) This was marked as a ful l sa le on the 2008 Financ ial Sta temen t and should have been rem oved f rom the 2009 Finan c ial Sta temen t .
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FINANCIAL
Page 103 of 103
;LOSURE REPORT Name of Per son Re l~r tlng
Sta n d i sh , W i l l i a m L.
Dace of R e p o r ~
07/I 2 /2011
IX. CERTIFICATION.
I ce r t i fy th a t a l l in fo rma t io n g iv e n a b o v e ( i n c lu d in g in fo rma t io n p e r t a in in g to m y sp o u se a n d m in o r o r d e p e n d e n t ch i ld re n , i f a n y ) isa ccu ra t e , t ru e , a n d co m p le t e t o th e b e s t o f my k n o wle d g e a n d b e l i e f , a n d th a t a n y in fo rma t io n n o t r e p o r t e d wa s wi th h e ld b e ca u se i t me t a p p l ica b le s t a tu to ry .p ro v i s io n s p ~ rm i t l in g n o n -d i sc lo su re .
! fu r the r ce r t i fy th a t e a rn e d In co me f ro m o u ~ id e e m p lo y me n t a n d h o n o ra r i a a n d th e a cce p ta n ce o f g i f t s wh ich h a v e b e e n re p o r t e d a re i nc o mp l i an c e w i t h t he p r o v i s i o n s o f 5 U . S . C . ap p . § 5 0 1 e t . s eq . , 5 U . S . C . § 7 3 5 3 , an d J ud i c i a l C o n f e r en c e r eg ul a t i o n s .
si
N O T E : A N Y I N D I V ID U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F IE S O R F A I L S T O F I L E T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LAN D CR IM IN AL SAN CT IO N S (5 U . S . C. a p p . § 104 )
C o m m i t t e e o n F i n a n c i a l D i s c l o s u r e
A d m i n i s tr a t i v e O f fi c e o f t h e U n i t e d S t a t e s C o u r t s
Suite 2-301