frederick p stamp jr financial disclosure report for 2010

8/3/2019 Frederick P Stamp Jr Financial Disclosure Report for 2010

1/44

AO I0Rev. 1/2011FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 20 10Report Re quired by the Ethicsin Government Act of 1978(5 U.S .C . app . 101-111)

I . Person Reporting (last name, f irst, middle initial)Stamp (Jr . ) , Freder ick P.

4. Title (Article III judges indicate active or senior status;m agis t r a t e judges ind ica te ful l - o r pa r tqim e)District Judge (Senior)

7. Chamb ers or Of f ice AddressP.O. Box 791Wh e e l i n g , WV 26003

2. Court or Organizat ionU SDC / N o r t h e r n Wes t V i r g i n ia

3. Date o f R e p o r t05/I 1/201 I

5a. Report Type (check appropriate q,pe)] N o m i n a t i o n , D a t e[] ]nJlJal [] Annual [] Final5b. [] Amended Report8.On the basis of the information contained in Ibis Report and any

modifications pertaining thereto, it is, in my opinion, in compliancewith appl icable laws and regulations.

Reviewing O f f ice r Date

6. Reporl ing Per iod01/01/2010

to12/31/2010

I M P O R T A N T N O T E S : The instructions accompanying this form must be followet Complete ali parts,checking the NONE box for each part where you hav e no reportable information. Sign on last pag~

I. P O S I T I O N S . ~ R e p o m n ~ : individual only; seepp. 9-13 of filing instructlon~)~-~ (No rep ortable posi t ions .)ONE

P O S I T I O NI. Trustee-Emer i tus2. Trustee-Emer i tus

3.

4.

5.

NAME OF ORGANIZATION/ENTITYTh e L ins ly Sch ool , Incorpora t edUnive rs i ty o f Rich mond

II. A G R E E M E N T S . R e p o . l n g ind iv idual on ly; see pp . 14-1 6 o f f i l ing in s t ruct ions . )NONE (No reportable agreements.)

D A T E1 .

2.3.

PARTIES AND TERMS


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FINANCIAL DISCLOSURE REPORTPage 2 of 44

N a m e o f P e r so n R e p o r t in gStam p (Jr.) , Frederick P.

D a t e o f R e p o r t05/I 1/2011

III. N O N - I N V E S T M E N T I N C O M E . t R e p a . i . g i nd iv idual ond spouse; see pp . 17 -2 4 o f f i ling in s t ruct ion~)A. Fliers Non-Inve stmen t Income

2.

3.

4.

N O N E ( N o re p o r ta b l e no n - inv e s tme n t i nco me . )D A T E SOURCE AND TYPE INCOME( y o u r s , n o t s p o u s e s )

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 - I f y o u were married during any port ion of the report ing year, com plete this sect ion.(Dollar amount not required exce pt for honoraria.)

~ (No reportable income.)O NE non-inves tment

1 . 2010

2.20103.

4.

DATE S O U R C E A N D T Y P EWesB an c o Ban k Wh ee l i n g Bo ar d o f Di r ect o r s FeesSe l f - E mp l o yed Jew el r y M an u f ac t u r in g

I V . R E I M B U R S E M E N T S - transportation, lodging, food, entertainment.(Includes those to spouse and depen dent children; see pp. 2 5-27 of filing instructions.)

N O N E ( N o reportable reimbursements.)SOURCE DATES LOCATION

1.2.3.4.5.

PUR POSE ITEM S PAID OR PROV IDED


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FINANCIAL DISCLOSURE REPORTP a g e 3 o f 4 4

Name of Per son R epor tingStam p ( J r . ) , F r ede r ick P .

D a t e o f R e p o r t05/I 1/201 I

V . G I F T S . a . c l u d e ~ , h o ~ e , o ~ p o u s e ~ . d d e p e n d e n t c h i l d r e n ; 5 e o p ~ 2 S - J ~ of filing instrucKons.)N O N E (No reportable gifts.)

SOURCE DESCRIPTIONI.

2.3.4.

5.

VALUE

V I . L I A B I L I T I ES . a . d . d e s , h o s e o f s p o u s e . .d d e , e n d e . t children; see p p . 3 2 - 3 3 offiling instruction~)~] N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION1 .2.3.4.5.

VALUECODE


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N a m e o f P e m o n R e p o r l in gStamp (Jr.) , Frede rick P.

D a t e o f R e p o r t05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i .c o m . , v.t.., ~..~crlo.. a ~ d . d , ~ , h o s e o f s p o . s e ~ . d d e p e . d . . , children; see pp. 3 4 - 6 0 of f i l ing ins truct ionsON O N E (No reportable income, assets, or transactions.)

Description of Assets Transactions during rep~rling period(including trust asse~)

P l a c e " ( X ) " a f t e r e a c h a s s e te x e m p t f r o m p r i o r d i s c l o su r e

Incom e during G ross value at endr e p o r t i n g p e r i o d o f r e p o x a i n g p e r i o d(I) (2) (I) (2) (I) (2) (3) (4) (5 )

A m o u n t T y p e ( e . g ., V alue V alue T y p e ( e . g ., D a t e Value Gain I d e n t i t y o fC o d e 1 d i v . , r e n t , Code 2 M e t h o d buy, sell, m m /dd/yy C ode 2 C ode I buyer/selle r(A-H) o r in 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 )

1 . Alcoa A D ividend Sold 08/15/10 L2. Alcoa A D ividend L T Bu y 10/31/10 L3. A T & T B D ividend K T Bu y 11/01/10 K4. Automa t i c D a ta Process ing D D ividend N T5. J P M o r g a n C h a s e & C o C D ividend O T Sold 05/05/10 K(part)6. Bristol Myers Squibb Co. E D ividend O T Distributed 12/22/10 M(part)7. Sold 05/05/I 0 K(part)8. B ur l ing ton No r th e rn San t a Fe A D iv id en d So ld 02/17/10 K9. Co ca- Co la Co E D ividend O T Distributed 12/22/10 L(part)1 0 . Ch evron Corp C D ividend M T Bu y 1 1 1 0 1 1 1 0 M1 1 . Conocoph i l l i ps D D ividend M T1 2 . D o w C h e m i c a I C o B D ividend M T1 3 . EMC Corp Mass None M T1 4 . E x x o n M o b i l C o r p C o r n D D ividend N T1 5 . Gen era l Elect ric D D ividend N T1 6 . G o o g l e I n c N o n e Sold 05/05/10 M1 7 . G o o g l e I n c None M T Bu y 06/30110 M

ED

I. Incom e G ain C odes: A -$1.000 or less B = $1,001 - $2.5 00 C = $2.5 01 - S5 ,000 D = S5.001 - $15.000(S e e C o lum n s BI a n d IM ) F =$50.001 - $100,000 G =$ 100.001 - $1.000.000 I11 =$1.000,001 - $5.000.000 112 =More than $5.000.000

2. Value Codcs J =SI5.000 or less K =$15.001 - $50.000 L =$50.001 - $100.000 M -$100.001 - $250.000(See ColumrLs C 1 and D3) N $250.001 - $500.000 O =$500.001 . $1,000.000 pI =$1,000.CO I - $5.000.000 P2 = $5.000.001 - $25.000.000

P3 =$25.000.001 - $50.000.000 P4 :More than $50.00~.0003. Value Method Codes Q =Appraisal R =Cosl (Real Es tate Only) S A s s e s s m e n t T =:Cash MarkcltSee C olum n C 2) U = B oo k Value V =Olh,"r W Esl ima led

E = $ 1 5 . 001 - $ 5 0 .0 0 0


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N a m e o f P e r so n R e p o r t in gStam p (Jr.) , Frederick P.

D a t e o f R e p o r t05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a l .e , . a ~ a ~ i o . s a . c t .d c . , h o ~ e o I ~ p o . ~ e ~ . d d . p e . d e . , children; 5 e e p t x 3 4 - 6 0 of filing instructions)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.Description of Assets Incom e during G ross value at end Transactions during reporting period(including trust assets) r e p o r t i n g p e r i o d of reporting period

(I ) (2 ) (I ) (2 ) (I) (2 ) (3) (4)GainC ode I(A-IO

P l a c e " C A ) " a f te r e a c h a s s e texempt from prior disclosure

1 8 . Hazlet t , Burt & Watson, Inc.1 9 . In te lCo rp20 . Z i m m e r H o l d i n g s21 . 3 M C o m p a n y22 . Century Propert ies V LP23 . Century Propert ies X LP24. Cen tury P ro p er t i esXILP25 . Cen tury P ro p er t i esXl l LP26 . Century Propert ies XIV LP

27 . Century Prope r t i e s XV LP28 . Cen tury P ro p er t i esXVl LP29 . Cen tury P ro p er t i es XVl l l LP30 . Century Propert ies XIX LP31 . 1990 Fed L Tax Cred i t Pa r tne r s32 . W V S t B l d g C o m m L o t t o 5 . 2 5 % d u e7/1/201033 . R a l e i g h C n t y W V B l d g C o m m 3 . 6% d u e

12/1/1034. WV ST RD 4.25%D ue6/ I /IO

A m o u n t T y p e ( e . g . , Value Value T y p e ( e . g ., D a t e ValueC ode I d i v . , r e n t , Code 2 M e t h o d buy, sell, m m / d d ~ Code 2(A-H) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P )( Q - W )

No n e O TD Di v i d en d M T

No n e N T

B Di v i d en d L T

D R e n t K W

C R e n t M W

D R e n t M WA R e n t L W

B R e n t L W

A R e n t M WA R e n t M W

A R e n t M W

A R e n t L W B uy 01/24/10 L

A Interest J W

C Interest Matured 07/01/10 K

B Interest Matured 12/01/10 K

B Interest Matured 06/01/10 K

( 5 )I d e n t i t y o f

buyer/seller( i f pdvale

t r a n s a c t i o n )

1 . Incom e G ain Codes : A = $1 .000 o r less B = $1 .001 - $2.5 00 C = $2.5 01 - $5 ,000 D =$5.001 - $15,000(See C o lum ns B I and 134) F = $5 0.001 - $ I00.000 G =$100.001 - $1 .000.000 I II =$ 1 .0 00 .0 01 - $ 5 .0 00 .0 00 1 12 =M or e t ha n $ 5. 00 0. 00 0

2. Value Codes I = $ 1 5 . 0 0 0 o r I c - - ~ s K -$15.001 - $50.000 L =$50.001 - SI00.000 M -$100.001 - $250.000IS e e C o lum n s C I a n d D 3 ) N = $25 0.001 - $ 500.0~ ) O = $5 00.001 - $1 .000.000 P I = $ 1. 00 0. 00 1 - $ 5 .0 00 .0 00 P 2 - $5 .0 00 .0 01 - $ 2 5, 00 0. 00 0

P3 =$25.000.001 - $5 0.00) .000 P4 =More than $5 0.000.0003. Value Method Codes Q =Appraisal R - - C o s t { R e a l E s t a w c O n l y ) S :As s c s s m e n ! T G a s h M a r k ~(See Column C2) U -Book Value V = O lhcr W = Estim ated

E =$ 1 5 ,0 0 1 - $ 5 0 .0 ~0


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FINANCIAL DISCLOSURE REPORTP a g e 6 o f 44

Name of P e m o n R e p o r l in gStam p ( J r . ) , F r ede r ick P .

Dale of Report05/11/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i ,c o , ~ e . , . o lu e , , r a ,s o a i o ,~ a ~ a u d ~ t h o s e o / s p o u s e o ~ ~ e p ~ d ~ t childrent s e e p p . . ! 4 - 6 0 of filing instructions.)~-] NONE income, assets, or transactions.)N o reportable

D e s c r i p t io n o f A s s e ts T r a n s a c t io 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 ~ s )

P l a c e " ( X ) " a f t e r e a c h a s s e texempt from prior disclosure

I n c o m e d u r in g G r o s s v a lu e a t e n dr e p o r t in 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 ) (I) (2) (I) (2) (3) (4) ( 5 )A m o u n t T y p e ( e . g ., Value Value T y p e ( e . g ., D a t e Value G a i n I d e n t i t y o fC o d e I d i v . , r e n t , C od e 2 M e t h o d b u y , s e l l, m m ! dd~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 - I t ) ( i f p r i v a t e( Q - W ) t r a n s a c t i o n )

35 . WV Eco n Dev 4.15% Due 7 /15 /I I B Interest K T36 . WV E co n Dev 4.7% Due 1 I / I /12 B Interest L T37 . WV S t H sg 4.9% d ue 11 /1 /14 C Interest38 . M FS WV M uni B ond Fund E Interest O T39 . F HL M 2 .75% d ue4/28/14 C Interest40 . F NMA 3 .2% d ue4/27/15 C Interest41 . Am erican Cen tury Vis ta None M T42. T R o w e P rice N ew H o riz o ns No ne M T4 3. P r im e F un d C a pi ta l R e s er v es " C " A Interest N T44. Air P ro d uct s & Chem ica l s In c D Dividend O T

!45. Alle rg an In c A D ividend M T!46. A pple C om puter Inc None N T47 . C R B a r d I n c B D ividend M T48 . Caterpil lar C D ividend M T49 . W alt D is ne y C o C Div id en d N T50 . H o m e D e p o t D Div id en d N T5 1. Ishares TR Future Issues China C D ividend N T

S o ld 11/01/10 LBu y 12/31/10 K(ad d l )S o ld 04/28/10 LS o ld 07/27/10 L

Bu y 12/15/10 J(ad d l )

1 . I ncome Gain Codes : A =$1.000 or less B -$1,001 - $2.500 C = $2,5 01 - $5 ,000 D = $5 .001 - $15 .000(See Columns B I and D 4 ) F = $ 5 0 . 0 0 1 * $ 1 0 0 , 0 0 0 G =$ 100.001 - $ 1.000.000 I I 1 = $ 1 . 0 0 0. 00 1 - $ 5 .0 0 0. 0 0 0 I !2 = M o r e t h a n $ 5 . 0 0 0. 00 0

2. Value Codes J -$ I 5 .000 o r Id ss K = $15,001 - $50.000 L =$5 0.001 - $100.000 M = $100,001 - $25 0.0~ O(S e e C o lum n s C I a n d D 3 ) N = $250,001 - $ 500.000 O = $5 00.001 - $1 ,000.000 P I = $ 1. 00 0. 00 1 - $ 5 .0 00 ,0 00 P 2 = $ 5. 00 0, 00 1 - $ 25 ,0 00 .0 00

P3 =$25.000.0OI - $50,000.0(10 P4 =More than $50.000,0~03. V alue Method C odes Q = A ppraisal R = C o s t [Re a l Ls ta te O ~ l y ) S = A s s e s s n ~ :n t T ---Cash Market

(See Column C2) U Book Va lu e V = O t h , .. n " W =Estimated

E =$15.091 - $50.000


7/44


N a m e o f P e r s o n R e p o r t i n gStamp (Jr.), Frcdcrick P.

D a t e o f R e p o r t05/I 1/2011

[-~ N O N E (No reportable income, assets, or transactions.)D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g

( i ncl udi ng t r ust asse t s) r epor t i ng per i odI (1) (2)

Place "(X)" after each asset i A m o u n t 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 di v. , r en t ,( A - H ) or i n l . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o dO) (2)

V a l u e V a l u eC o d e 2 M e th o d

( J -P ) C o d e 3( Q - W )

T r ansact i ons dur i ng r e l : ~ r t i ng per i od

(I) (2) (3) (4) (5 )T y p e ( e . g . , Date V a l u e G a i n Iden t i ty o f

b uy , se l l , m m ! d d / y y C o d e 2 C o d e I b uyer / sl l err e d e m p t i o n ) ( J -P ) ( A - H ) ( i f p r iva te

t r ansact i on)

52. Ishares-TR MSCI Emerging Marke t Index B Dividend MF u n d53 . I s h a r e s T r S & P L a t i n Am e r i ca 4 0 A Di v i d en d K

54. M icrosoft D Dividend N55. NYSE Euronex t C Dividend L56 . Paychex Inc C Dividend M57. Pepsico D Dividend N58 . Pinnacle W est Cap CP C Dividend L59 . Potash Corp Sask Inc A Dividend6 0. Pr oct or & G a m ble Co . D Dividend M

61. Roper Industries Inc C Dividend O62. Schlumberger Ltd C Dividend N63. Varian M ed Sys Inc None N64. Verizon Communications B Dividend K65.66 .67 .68. W a l g r e e n C o m p a n y B Dividend M

TTTT

S o l d

TT S o ld(part)TTT B uy

Bu y(ad d l )S o ld(part)S o l d(part)

T

08/25/10 M

05/05/10

05/05/10 LII/01/10 K

08/25/10 K08/25/10 L

I . Income Gain Codes: A = $1 .000 or less B = $1 ,0O l - $2,5 00 C = $2.5 01 - $5 ,000 D =$5,001 - $15,000(S c e C o lum n s BI a n d D 4) F = $50.001 - $100.000 G =$100.001 - $1 .000.000 II I = $1 .000.001 - $5 .000.000 112 =More than $5.000.000

2. Value Codes J = SI 5 .000 o r le ss K = $15.001 - $50.000 L = $5 0.001 - $100,000 I. | =$10~.~1 - $250.0~30(S e e C o lum n s C I a n d D 3 ) N = $250,001 - $500.000 O = $5 0~ .001 - $1 .000.00~ P I = $1 ,000.001 - $5 .000,000 P2 = $5 .000,001 . $25 ,000.000

P3 =$25.000.001 - $50.0~0.000 P4 =More than $50.00~.0~03 . V a l u e I ~ . t c t h o d C o d e s Q =Appraisal R =C ost (R ea l E sta te O nly) S = Asse ssm en t T ~ a s h M a r k e t(See Column C2) U -Book Value V = O ther W = Estim ated

E =$ 1 5 ,0 0 1 - $ 5 0 .0 ~0


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N a m e o f P e r s o n R e p o r t i n gStamp (Jr. ) , Frederick P.

D a t e o f R e p o r t05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income. ,al,e, ~ ....i o ~ (Includes t h o s e of spouse and dependent c h i l d r e n ; s e e p p . 3 4 - 6 0 o f f i l l n g instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. D.Description of Assets Income during Transactions during referring period(including trust asse~) r e p o r t i n g p e r i o d

(i) (2)P l a c e " ( X ) " a f t e r e a c h a s s e t i A m o u n t T y p e ( g . ,

exempt from prior disclosure C ode I d i v . , r e n t ,i (A-H) o r i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d0) (2)

V a l u e V a l u eC o d e 2 M e t h o d

( J-P ) C o d e 3(~-\v)

( 1 )T y p e (e.g.,b uy , se l l ,

r e d e m p t i o n )

(2) (3) (4) (5 )D a t e Value G a i n Identity o f

mm/dd~y Code 2 C ode I buye r/se ller( J - P ) (A-H) ( i f p r i v a t e


69. Yum B rands Inc Corn D Dividend N T70. C h ase B an k ac c o u n ts A I n t e r e s t M T

71. W esBanco Bank Accounts A I n t e r e s t L T72. FTHenry Club Stock73 . G e n e r a l M i ll s

NoneDividend

JJ

TT

74. W e s B a n c o75 .76 . Riverview Assoc.77. IRA#1 (Secur it y Na t iona l)

7 8. A sse t s o f IR A # I l i s te d a s a g g r e g a t eamount :79 . Federated Pr ime Obl igat ions F u n d80. Am gen81 . Affiliated Comput er

8 2. X e r ox Co rpo ra t ion8 3 . X e r ox Co rpo ra t ion8 4. B a nk of NY M e llon

A Dividend J T

D R e n t N W

C R e n t L W

E Dividend PI T

S o l d 02/1 I/I0 JMerged 02/10/10 K(with line 8 1)

S o l d 1 0 5 / 0 5 / 1 0 K

8 5. Colg at e Pa lm oliv e

I. I ncome Gain Codes :(See Co lu mns BI and D 4)

2. V alue Co& s(S e e C o lum r~ C I a n d D 3 )

3. Value Mcwhod Codes(See Column C2I

A =$1.000 or lessF =$50,001 - $ 1 0 0 . 0 0 0J = SI5.000 ~ le ssN = $25 0 .001 - $5 00,000P 3 = $ 2 5 . 0 0 0 .0 0 1 - $50.000.0~0Q -AppraisalU -Book Value

B =$1,001 - $2,500G =$100.001 - $1 ,000.000K =$15.001 - $50.000O =$500.001 -R -~Sost (Real Es late Only)V =Olh,"r

C -$2,501 -I I 1 =$ 1 .000 .001 - $5.000 .000L =$ 5 0 .0 0 1 - $ 1 0 ~ .0 0 0P I =$ 1 .0 0 ~ .0 0 1 - $ 5 .0 0 0 ,0 0 0P 4 =M o r e lhan $ 5 0 .0 0 0 .0 0 0S = A s s c s s m c n tW = E s l i ~ n a w c d

D = $5 ,001 - $15 ,0~ )112 =More than $5.0~0.000M = $ 1 0 0 . 0 0 1 - $ 2 5 0 .0 1 X )P2 =$5 .000.001 - 125.000.000T =Cash Market

E =$15,001 - $50.000


9/44



D a t e o f R e p o t 105/11/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (lncludex those of spouse and dependent children; seepp. 34-60 of filing instructions.)D (No reportable asse ts , orONE incom e, transactions.)

A. B. C.D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d(in clud in g trust a ss e ts ) re p o rt in g p er io d o f r e p o r t i n g p e r i o d

~ (I) (2 ) (I) (2)Place "(X)" after each asset ] A m o u n t T y p e ( e . g . , V a l u e V a l u e

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 t h o d, (A-H) or in1 . ) ( J -P ) C o d e 3~ (Q-w)

86 . I B M87 . Intel Corp88 . J oh nson & J oh nson89 . B H P B i l li t on LTD90 . Cisco S ys tems ln c91 . Co mp uter S cien ces92 . Do m in io n Reso urces In c93 . H om e D epot Inc94 . P r o c te r & G a m b l e C o m p a n y

95 . Peps ico Inc96 . Quest D iagnos t i cs97 . Gen era l Electr ic Co .98 . Kimb er ly C la rk Corp99 . MicrosoftI 00 . O m n ic om G r ou p1 0 1 . S chlumberg er Ltd

T r a n s a c t i o n s d u r i n g r e ~ r t i n g p e r i o d(I ) {2) (3) (4) (5 )

T y p e ( e . g ., D a t e Value G a i n I d e n t i t y o fbuy, sell, r n n f f d d ~ y Code 2 C ode I buyer/seller

r e d e m p t i o n ) ( J - P ) (A-II) ( i f p r i v a t et r a n s a c t i o n )

1 0 2 . A T & T I n c

I . Income Gain Codes: A = $1,000 o r le ss B = $1 ,001 - $2.5 0~ C =$2,501 - $5.000 D =$5.001 - $15.000(See Columns B 1 a nd D4 ) F -$50,001 - $ 100,000 G = $ 1 0 0 . 0 0 1 - $ 1 , 0 0 0 . 0 0 0 I I 1 = $ 1 , 0 0 0 , 0 ~ I - $ 5 . 0 0 0 . 0 ~ 0 I 1 2 = M o r e t h a n $ 5 . 0 0 0 . 0 0 ~

2. Value Codes J = $15 .000 o r Ices K = $15,001 - $50.000 L =$5 0.001 . SI00.000 M =$100.001 - $250.000(S e e C o lum n s C I a n d D 3 ) N = $25 0.001 - $ 50(I.000 O =$5 00.001 - $ I.~ 00.00~ PI =$1,000.001 - $5 ,000,000 P2 =$5,000.0(11 - $25,000,000

P3 =$25.00~.0~1 - $50.000~000 P4 =More th~n $ 50.00~.0003. Value Method Codes Q =Appraisal R =(os t (Real Es tate Only) S = A s s es s men t T = C ~ h M a r k e t(S e e C o lum n C 2 ) U - Book Value V = O l h , .n " W = E ~ l i m a t e d

E =$ 1 5 .0 0 1 - $50.0(10


10/44



D a t e o f R e p o r t05/11/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a lu e , t r a n s a c t i o n s (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)NONE (No reportable income, assets, or transactions.)

D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g(in clud in g trust a ss e ts ) re p o rt in g p er io d

(t) (2)P l a c e " ( X ) " after each asset A m o u n t T y p e ( e . g .,

e x e m p t f r o m prior disclosure [ C o d e I d i v. , r en t ,[ (A-II) or i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d(i) (2)

V a lue V a lueC 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 . ,b u y , s e l l,


T r ansact i ons dur i ng r epor t i ng per i od

(2) (3) (4) (5 )Da te V a l u e G a i n Iden t i ty o f

m m / d d ? y y C o d e 2 C o d e I b uyer / se l l er( J -P ) ( A - H ) ( i f p r iva te

t r ansact i on)

103. Exxon M obil Corp1 0 4 . T h er mo F i sh e r

105. EMC Corporation1 0 6 . Un i ted Techn o lo g ies1 0 7 . V e r i z o n1 0 8 . F ro n t i e r Co mmun ica t io n s109. Frontier Communications

S p in o f f( f rom l ine 107)S o ld

07/07/10! J08/24/101 J

110. W alt Disney Co111. Trust #2 (Security National)

1 1 2 . Assets of Trust #2 listed as aggrega teamount above113. Federated Tax Free Obligations114. BB& T WV Intermedia te Tax Free Fund115. Computer Sciences116. Cate rpillar Inc117 . CRBa rd

G Dividend P2

Bu y(ad d l ) 05/07/10

1 1 8 . I n t e l C o y119. I B M

1 . Incom e G ain Codes : A = $1 ,000 o r less B = $1 ,001 - $2,5 00 C = $2.5 01 - $5 ,000 D -$5 .001 - $15 .000(See Columns B 1 and 1)4) F =$50.001 - $ 100,000 G =$100,001 - $ 1,000.000 1 1 1 = $ 1 . 0 0 0 , 0 0 1 - $ 5 . 0 0 0 , 0 0 0 1 1 2 = M o r e t h an $ 5 . 0 0 0 . 0 0 0

2. Value Codes J = $15 .0~ 1 o r Ices K = $15,001 - $50.000 L = $ 5 0 . 0 < 3 1 - $ 1 0 0 , 0 0 0 M =S 100.001 - $250.000(S ~ C o lum n s C I a n d D 3 ) N = $250,001 - $ 500,000 O = $5 00.001 - $1 ,000.000 PI =$1,000.001 - $5 .000.000 P 2 = $ 5 . 0 0 0 . 0 ~ 1 - $ 2 5 , 0 0 0 . 0 O O

P3 =$25,000,001 - $50.0~0.000 P4 =More than $5 0.0q~.0003. Value Method Codes Q =Appraisal R =Cost (Real Es tate Only) S = A s s c ss n u z n t T =C a s h M a rk e t

(S e e C o lum n C 2 ) U =Book Value V = O lhcr W = Es t imated

E :$15.001 - $50.000


11/44



D a t e o f R e p o r t05/I 1/2011

V l I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of fillng instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g( i ncl uding t r ust asse t s) re po r t ing pe r iod

i (1) (2 1P l a c e " ( X ) " a f t e r e a c h a s s e t i , Amou 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 Ji Code I di v. , r en t ,] (A-H) o r i n t . )

120. Ishares MSCI Emerging Markets Index1 2 1 . lshares TR S&P Sma ll Cap 600 G rowth

122. Ishares TR S&P Small Cap 600 Value1 2 3 . Johnson & Johnson1 2 4 . J o h n s o n & J o h n s o n1 2 5 . J o h n s o n & J o h n s o n1 2 6 . Kraft Foods127. C o n s t e l la t i o n B r a n d s128. Devon Energy

129. EMC Co r p1 3 0 . The Bank of NY Mellon1 3 I . Procter & G amble Company1 3 2 . Progress Energy1 3 3 . Qu est Diagnostics1 3 4 . Qu est Diagnostics1 3 5 . Schlum berger LTD1 3 6 . Bristol-Mye rs Squibb Co.

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o dCt) (2 )

V a l u e V a l u eC o d e 2 M e t h o d(J-p) C o d e 3

(Q-w)


(I) (2) (3) (4) (5 )T y p e ( e . g ., D a t e Value G a i n I d e n t i t y o f

buy, sell, m rrf dd /y y C od e 2 C ode I buyerlseller~dempt ion) ( J - P ) (A-H) ( i f p r i v a t e


B uy 09/10/10 KB uy 09/10/10 KB uy 09/10/10 KS o l d 09/10/10 LB uy !10/14/10 LB uy , I 1/16/10 K(addl)

S o ld 09/10/10 LB uy 1 0 / 1 4 / 1 0 L

1 . Incom e G ain Codcs : A = $1 .000 or Icss B = $1 ,001 - $2.5 00 C -$2.501 - $5.000 D =$5,001 - $15.000(S e e C o lum n s BI a n d I )4) F =$50.001 - $100.000 G =$1 00.001 - $1.000.000 III =$1.000.001 - $5.000.000 112 =More lhan $5.000.000

2. Value Codcs J = $ I . 5 . 0 0 0 o l e s s K = $15.00 1 - $ 50.000 L ~$ 50.001 - $100.000 M =$100.00 1 - $250.000(S e e C o lum n s C I a n d D 3 ) N = $250.001 - $ 500.000 O = $5 00.001 - $1 .000.000 PI -$1,000.001 - $5.000.000 P2 :$5.000,001 - $25,000.000P3 =$25.000.001 - $ 50.000.000 P4 =More than $5 0.000.000

3. Value Method Codes Q =Appraisal R ~2os t tRcal Es tate Only) S =Asscssmcnl T -~2ash Market(S Column C2) U =Book Value V = O ~ h , "r W E s t i m a t cd

E =$15,001 - $50.000


12/44


N a m e o f P e r so n R e p o r t i n gStamp (Jr. ) , Frede rick P.

D a t e o f R e p o r t05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of.filing instructionsON O N E (No reportable income, assets, or transactions.)

A. B. C. D.Description of Assets Incom e during G ross value at end Transactions during rep~rling period(including trust assets) r e p o rt i n g p e ri o d o f re p o rt i n g p er i o d

( 1 ) ( 2 ) O) (2) O) (2) (3) (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 un t T y p e ( e . g . , Value V alue T y p e ( e . g ., D a t e Value Gain I d e n t i t y o fexempt from prior disclosure C ode I d i v . , r e n t , Code 2 M e t h o d buy, sell, m m ~ d d h y y C ode 2 C ode 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 )

137. Zimme r ttoldings1 3 8 . 3M

1 3 9 . O m n i c o m G r o up1 4 0 . B P PLC1 4 1 . Ch evron Corp142. Cisco Sys t ems143 . Cisco Sys tems

S o l d 06/10/10 L F

S o l d 09/10/10 K

B uy 10/14/10 K1 4 4 . W alt Disney Co1 4 5 . W eyerhaeuser Company S o l d 09/10/10 K(part)1 4 6 . T a r g et1 4 7 . T h e r m o F i sh e r1 4 8 . Altria G roup Inc1 4 9 . Union Pa cific Corp1 5 0 . United Technologies Corp1 5 1 . Verizon Communications S o l d 05/07/10 K1 5 2 . Verizon Communications B uy 06/09/10 K153. Verizon Communications B uy 09/10/10 K(addl)

I . Income Gain Codes: A =$1.000 or less B =$ 1,00l - $2.500 C =$2.501 - $5.0~0 D =$5.001 - $15,000(See Columns BI and LM) F = $5 0.001 - $100.000 G =$100.001 - $ 1.000.000 1 1 1= $ 1. 00 0. 00 1-$ 5 .0 00 .0 00 1 12 M or e l ha n $ 5 .0 00 .0 00

2. Value Codes J =$15.0(~ or kss K = $15 .001 - $50.00~ L = $50.0Q I - $100.000 M = $10~ .001 - $25 0.000(See Columns CI and D31 N = $25 0.001 - $5 00.000 O =$5 00.001 - $1.000.000 P I = $1.000.0(11 - $5.000.000 P2 =$5.000.001 - $25,000.000

P 3 = $ 2 5 , 0 0 0 . 0 0 1 - $ 5 0 . 0 ~ O . 0 ~ O P4 ~More than $50.0~0.0~03. Value Method Codes Q =Appraisal R Cos t (R ea l Es ta te On ly) S =Asscssmc~l T =Cash Market(See Column C2) U =Book Value V = O the r W = Esfim alcd

E =$ 1 5 .0 0 1 - $ 5 0 .0 0 0


13/44




V I I. I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of sp ...... d dependent c hi ldren; see pp . 34-60 of f i l ing ins truct lon~.)N O N E (No reportable income, assets, or transactions.)

A. B. D.Description of Assets Income during Transactions during reporling period(including trust assets) reporting period

O) (2)P l a c e " ( X ) " a f t e r e a c h a s s e t ! A m o un t T y pe ( e .g .,exempt from prior disclosure I C ode I d i v . , r e n t ,! (A-H) o r i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d

(I) (2)V a l u e V a l u e

C o d e 2 M e th o d( J -P ) C o d e 3

( Q - W )

(1 ) (2) (3) (4) ( 5 )T y ~ ( e . g . , D a t e Value G ain Identity o fbuy, sell, m t r d d d ? y y Code 2 C ode I buye r/se ller

r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t et r a n s a c t i o n )

154. Frontier Communications155. Frontier Communications

Spinoff 07/07/I0 J(from line 152)S o ld 0 9 / 1 0 1 1 0 J

1 5 6 . A b b o t t L a b s

157. Air P ro d uct s & Che mica l s1 5 8 . A p p l e I n c1 5 9 . A T & T

Bu y 09/10/10 :

1 6 0 . BH P B i l li t o n L T D

161. Exxon Mobi l Corp162 . Gen era l Mi l l s Inc.

1 6 3 . G o o g l e l n c164. Gra inger W W lnc1 6 5 . H o m e D e p o t166 . Micro so f t Co rp C o m1 6 7 . O r a c le C o r p C o m168. Phil ip Morris In(I Inc1 6 9 . C V S

B uy 09/10/10

B uy 11/26/10( a d d l )

70. Trust #3 G Dividend PI T

I. I ncome Gain Codes :(S e e C o lum n s BI a n d D 4)

.2 . Value CodesISce Columns CI and D31

3. V alu e M ethod CodesISee Colt,nn C21

A =$1.000 or lessF = $ 5 0 . 0 0 1 - $ I 0 ~ . 0 0 0J -$15.000 or le~sN =$250.001 - $500.000P 3 = $ 2 5 . 0 0 0 .0 0 1 - $50.000.090Q =AppraisalU -Book Value

B =$ 1 ,0 0 1 - $ 2 3 0 0G =$ 1 0 0 .0 0 1 - $ 1 ,0 0 0 .0 0 0K =$ 1 5 .0 0 1 - $ 5 0 .0 0 0O=$ 5 0 ~ .0 0 1 - $ 1 .0 0 0 .0 0 0R =Co s t ( R ea l E s t a t e O n ly )V = O ~ h c r

C =$2.501 - $5.0~0I I I = $ 1 . 0 0 0 . 0 0 1 - $ 5 . 0 0 0 . 0 0 0L =$50.001 - $100.0~OPI = $1.000 .001 - $5 .000 .000P 4 =More Ihan $50.000.000W =Estimated

D =$ 5 .0 0 1 - $ 1 5 ,0 0 01 1 2 = M o r e t h a n $ 5 . 000 . 000M =$ 1 0 0 .0 0 1 - $ 25 0 . 0~ OP 2 =$ 5 .0 0 0 .0 0 1 - $ 2 5 .0 0 0 .0 0 ~T = C a s h M a r k c ~

E =$15,001 - $50.000


14/44



D a t e o f R e p o r t05/11/201 I

V I I . I N V E ST M E N T S a n d T RU S T S - i . .. .e , value , trattsac tions ( l n c l u d e x t h o s e ofsp ...... d dependent ch i ldren; see p p . 3 4 - 6 0 o f f i l in g i n s t r u c t l o n ~ )N O N E (No reportable income, assets, or transactions.)

Description o f A s s e t s I n c o m e d u r i n g( i n c l u 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

~ (I) ( 2 )Place "(X)" after each asset : ~ A mou 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 di v. , r en t ,( A - H ) or i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d0) (2)

V a lue V a lueC o d e 2 M e th o d

( J -P ) C o d e 3

(i)T y p ~ ( e . g .,buy, sell,


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

(2) (3) (4) (5 )Dat e V a l u e G a i n Iden t i ty o f

m m / d d / y y C o d e 2 C o d e I b uyer / se l l er(J -P ) (A -H ) ( i f p r iva te

t r ansact i on)

1 7 1 . Assets of Trust #3 listed a s aggregateamount above:172. 3M S o l d 02/26/10 K

173o Artio Intemational Equity Fund II174. Aston FDS Tam ro Small Cap Fd CI I175. Pepsico176. Pepsico177. Philip M orris Intl Inc178. Altria Group Inc179. Intel Corp

180. Gen uine Parts Co.181. Chevron Corp1 8 2 . M a n n i n g & N a p i e r Wo rld O p p o r tun i ty S erCI A183. Threadneedle Asia Pacific Fund184. Thread ne edle Asia Pacific Fund185. M arathon Oil Corp1 8 6 . T Rowe Price Intern ationa l Funds New Asia

FD187. Eaton V ance Floating Rale

Bu y 03/01/10 MBu y 12/30/10 J(ad d l )S o ld 06/30/10 J(part)So ld 09 /29 /10 J(part)So ld 09 /29 /10 J(part)So ld 03/25 /10 J

S o ld 09/29/10 J(part)S o ld 02/26110 LB uy 12/I0/I0 J(ad d l )B uy 06/18/I0 KBu y 06/29/10 L(ad d l )S o ld 02/26/10 JB uy 03/01/10 MBu y 09/20/10 K

B

B

CD

DE

1 . I ncome Gain Codes : A -$ 1,000 or less B -$ 1,001 - $2,5 00 C = $2,5 01 - $5 ,000 D = $5.001 - $15 ,000(See Columns B 1 and D4 ) F = $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 G = $ 100.001 - $ 1,000.000 I I 1 =$ 1 .0 0 0 ,0 0 1 - $5 .0 ~ 0 .0 0 0 1 1 2 = M o re th an $ 5 . 00 0 . 0 0 0

2. Value Codc~ J = $15 .000 o r le ss K = $15 .001 - $50.000 L = $5 0.0~ 1 - $100.00~ M = $ 1 0 0 , 0 0 1 - $ 2 5 0 . 0 3 0(S e e C o lum n s C I a n d D 3 ) N =$250.001 - $500.000 O = $ 5 0 0 . 0 0 1 - $ I . O ~ O . 0 ( K ~ PI =$1.000.001 - $5 ,000,000 P2 =$5 .000.001 - $25.000.000P3 =$25.000.001 - $50.000.000 P4 =More than $5 0.000.0003. Value Method Codes Q =Appraisal R =Cost (Real Es tale Only) S =As s c s s m e m T = C ~ h M a r k e t

(S e e C o lum n C 2 ) U =Book Value V = O ~ h c r W = Es t imated

E =$15.001- $50,000


15/44


N a m e o f P e r so n R e p o r t in gStam p (Jr.) , Frede rick P.

Date of Report05/I 1/2011

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 , va lue , t ra t t~act lot ts ( lnclude~ those of sp . . . . . nd depende n t ch ildren; s ee pp . 34-60 o f f i l lng ins truc tions . )N O N E (No reportable income, assets, or transactions.)

D e s c r i p t io n o f A s s e ts T r a n s a c t io n s d u r i n g r e l x , r ti 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 n c o m e d u r in grepoaing per iod( I ) ( 2 )

, M n o u n t T y p e ( e . g . ,C o d e I d i v . , r e n t ,( A - H ) o r i n t . )

G r o s s v a lu e a t e n do f r e p o r t i n g p e r i o d(i) (2)V a lu e Value

C o d e 2 M e t h o d( J -P ) C o d e 3

O)T y p e ( e . g .,buy, sell,

~demption)

( 2 ) ( 3 ) ( 4 ) (5)D a t e Value G a i n I d e n t i t y o f

m m / d d ? y y Code 2 C ode I buye r/se ller( J - P ) (A-H) ( i f p r i v a t e


188. Ea to n Van ce M utua l S h Tr Glo ba l Macro Bu y 06/30/I 0 L189 . Ea to n Van ce M utua l S h Tr Glo ba l Macro190 . Arb i t rag e F un d s I CL I

Bu y 10/14/I0 J(ad d l )B uy 09/10/10 L

191 . Arb i t rag e F un d s I CL I192 . Arb i t rag e F un d s I CL I1 9 3 . Y u m B r a n d s

Bu y 10/14/10(ad d l )Bu y 12/20/10(ad d l )

JJ

194. Bris to l-Myers Squibb195. Bris to l-Myers Squibb196. Bris to l-Myers Squibb

1 9 7 . C a n a d i a n N a t l R y C o1 9 8 . C a n a d i a n N a t l R y C o1 9 9 . C a n a d i a n N a t l R y C o200. Occ iden ta l Pete Corp201 . O ld Mutua l An a ly t ic US LG S H F d

Sold 06/30/10 J D( p a a )Sold 09/29/10 J D( p a a )S o ld 10/18/10 J D(part)S o ld 06/30/10 K E(part)S o ld 09/29/10 J C(part)S o ld 10/18/10 J C(part)S o ld 102/26/10 J D(part)S o ld 108/19/10 K C

202. Ray theon Corp203. Wiscons in Energy Corp204. Wiscons in Energy Corp

So ld :06 /30/10(part)S o ld 09/29/10(part)

JJ

CD

1. I ncome Gain Codes :(S e e C o lum n s BI a n d I )4)

2. Value CodesIScc Colum~.s CI and D3)

3. Value Mclhod Codes{See Column C2)

A =$1.000 or lessF =$50.001 - $100.000J =$15.000 or IcesN -$250.0OI - $50~.0OOP3 =$25.000.0(}1 - $50.000,000Q =AppraisalU =Book Value

B =$1,001 - $2,500G =$100,001 - $1 .000.000K =$15.001 - $50.000O = $5 0~ ,0O I - $ 1 . 0 0 0 . 0 O OR =:Cost (Real Es tate Only)V = O t h ~ . ~ "

C =$2.501 - $5.000I11 =$1.000,001 - $5.000,000L =$50.001 - $100,000P4 =More th~n $ 50.000.00~S = A s s es s men tW = Estimated

D =$5.001 - $15.000112 =More than $5.000.000M =$10~.001 - $250.1)00P2 =$5.000,001 - $25.000.000T =Cash Marke~

E =$15,0~1 - $50.000


16/44

FINANCIAL DISCLOSURE REPOR TPage 16 of 44

IName o f Pe r son Re po r t ing I Date o f ReportStamp (Jr.), Frede rick P"I

05/11/2011

V I 1 . I N V E S T M E N T S a n d T R U S T S - i n c o m e , , a t .e , ~ a ~ . c ,i o n s a n l . d e s ,h o s e o / s p o u s e a . d d e p e ~ d e ~ , c h i ld r e n ; s e e p p . 3 4 - 6 0 of filing n s t r u c t i o n s ; )N O N E (No reportable income, assets, or transactions.)

D e s crip t io n o f A s se ts I n co m e d ur in g( i ncl udi ng t r ust asse t s) r epor t i ng per i od

I (I) (2)Place "(X)" after each asset i A m o u n t 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 di v. , r en t ,( A - H ) or i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d(t) (2)Value V a lu e

C o d e 2 M e t h o d( J -P ) C o d e 3

(i )Type (e.g.,b uy , se l l ,



(2) (3) (4) (5 )D a t e Value Gain I d e n t i t y o f

m m ! d d ! y y Code 2 C ode I buye r/se ller( J - P ) (A-tl) ( i f p r i v a t e


205. Wiscons in Energy Corp S o ld(part) 10/18/10 J2 0 6 . W e l ls F a r g o & C o

207. Entergy Corp New208. Ge nera l Electric Company209. Har tford Mu tua l Capital Appreciation Fd I210. International Business Mach Corp

So ld 06/30/10 J C(part)So ld 06/30/10 J D(part)S o ld 11/05/10 K D(part)

2 1 1 . I sh a r es C o h en & S t ee r s R l t y

2 1 2 . I sh a r es C o h en & S t ee r s R l t y2 1 3 . Is h a r e s M S C I A l l C N T R Y A s i a E x J P F D

B uy 09/14/10(ad d l )B uy 10/18/10(ad d l )

JK

214. Ishare s M SCI EAFE Index Fu nd B uy 0 3 / 0 3 / 1 0 K215. Ishare s M SCI EAFE Index Fu nd Sold 06/14/10 K216.- Ishares S&P M idcap 400 B uy 03/31/10 L2 1 7 . I sh a r es S& P M i d c ap 4 0 0 S o ld 09/14/10 K2 1 8 . P o w e r s h a re s D B C o m m o d i t y In d e x Bu y 0 5 / 1 3 / 1 0 K219. Archer Daniels Midland220 . Eag le S er Mid Cap S to ck F d C las s I2 2 1 . B P P L C Sold 02/26/10(part)

I. I ncome Gain Codes :(See Columns B1 and D4)

2.Value Codes(S~ Columns CI and D3)

3. Value Method Codes(S e e C o lum n C 2 )

A =$1,000 or lessF =$50.001 - $100,000J =S 15,000 or lessN =$250.001 - $500.000P 3 =$25.000.001 - $ 50,000,000Q=AppraisalU =Book Value

B =$1,001 - $2.500G =$100.001 - $1.000,000K =$15.001 - 150,000O -$500.001 - $1.000.000R =Cost (Real Es tale Only)V = O t h c t

C =$2.501 - $ 5 , 0 0 0I I I :$ 1.000.001 - $5.000.000L =SS0.001 - $ 1 0 0 . 0 0 0PI =$1.000.001 - $5 .000.000P4 =More thanW E s ~ im a le d

D =$5.001 - $ 1 5 . 0 0 01 1 2 :More than $5.0~0.000M =$100.00 | - $250.000P2 :$5.00"1.001 - $25.00~.000T ~~h Market

E :$15.001 - $50.000


17/44



D a t e o f R e p o r l05/11/2011

V II. INVESTM ENTS an d TRUSTS - inc ..... . u l u e , tr .....ions ( Includes tho se of spouse and dependent ch i ldren; seepp . 34-60 of f i l ing ins truct ions . )N O N E (No reportable income, assets, or transactions.)

A. B. D.D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g T r ansact i ons dur i ng r epor t i ng per i od( inc lu d ing t ru s t a s se t~) r epor t i ng per i od

(i ) ( 2 )Place "(X)" after each asset i A m o u n t 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 ! Code I di v. , r en t ,i ( A - H ) or i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o dO) (2)V a l u e V a l u e

C o d e 2 Met h od( J -P ) C o d e 3

(I) (2) (3) (4) (5 )Type (e.g., Date V a l u e G a i n Iden t i ty o f

b uy , se l l , m m /d dP /y C od e 2 C o d e I b uyer / se l l err e d e m p tio n ) (J-P ) (A -H ) ( i f p r iva te

t r ansact i on)

2 2 2 . B P P L C

2 2 3 . B P P L C

S o ld 03125110 L(part)S o ld 05107110 K

E

E

224. Exxon M obil Corp225. Exxon M obil Corp226. Exxon M obil Corp227. Exxon M obil Corp228. Johnson & Johnson

S o ld 02/26/10 K(part)S o ld 06/30110 K(part)S o ld 09/29110 K(part)S o ld 1 0 1 1 8 1 1 0 K(part)

E

E

E

E

229. JPMorgan Depo Sweep Premier230. Federated Tax-Free Obligation Fund

23 I. JPMorgan Tr I Highbridge Stat M kt NaturalS e l e c t232. JPMorgan Tr I Highbridge Star M kt Natura l

S e l e c t233. JPM organ Intrepid America Fd234. JPMorgan International Value Fd235. JPMorgan Tax Free M oney M arket PremierSweep236 . JPMorgan Intermed TaxFree Bond237. JPM organ Mu ni Income Fund238. JPM organ High Yield Bond Fund

R e d e e m e d 12/30/I0 MB uy 12/30/10 M

So ld 04/16/10 J(part)Sold 09/10/10 LSold 05/11/10 JS o ld 06/18/10 K

R e d e e m e d 12/30/10 JB uy 12/15/10 J

(ad d l )

B uy 12/15/10(ad d l )

AC

1 . I ncome Gain Codes : A $1 ,000 o r le s s B =$1,001 - $2.500 C =$2.501 - $5.0~) D =$5.001 - $15,000(S e e C o lum n s BI a n d D 4) F = $50.001 - $100.00~ G =$100.0~ 1 - $1 .000.090 III =$1.0~0.001 - $5.000.000 112 =More than $5.0~0.1~

2. Value Code~ 1 =SI 5 .000 or l e s s K =$| 5 .001 - $50.00~ L = $5 0.001 - $10~ .000 M = $100.001 . $25 0.000IS le C o lum r ts C I a n d D 3 ) N = $250.0~ 1 - $ 500.000 O = $5 0~ .001 - $ 1.000.000 PI =$1.000.001 - $5.000.0~ P2 -$5.000.0(11 - $25,000.000

P3 =$25.000.001 - $50.000,0~0 P4 =lMore than $50.000.0~03. Value Method Codes Q -A ppca ls a l R =Cost [Real Es taw Only) S A s s e s s m e n t T ~ a s h M a r k e t(See Column C2) U =Book Value V = O ~ her W E s t i m a t ed

E $15.001 - $50.000


18/44



Date o f Report05/I 1/2011

N O N E (No reportable income, assets, or transactions.)D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g

(in clud in g trust a ss e ts ) re p o rt in g p er io d(I) (2)

Place "(X)" after each asset A m o u n t 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 . Code I di v. , r en t ,

( A - H ) or i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d(1) (2)


( J-P ) C o d e 3( Q - w )

(1 )T y p e ( e . g . ,

b u y , s e l l ,r e d e m p t i o n )


(2) (3) (4) (5 )D a t e Value Gain I d e n t i ~ y o f

m m /dd/yy Code 2 C ode I buye r/se ller( J - P ) (A-H) ( i f p r i v a t e


239 . JP M organ Resea rch M arke t Neu tra l Fund B uy 05/11/10 L240. JP Morgan Research M arket Neutra l Fund

241. JP Morgan Research M arket Neutra l Fund242. JPMorgan Tr 1 Tax Aware Rea l Rtn Fd243. Payden H igh Income Fund

B uy 09/10/10 J(ad d l )Bu y 10/14/10 J(ad d l )So ld 05 /11 /10 L D(part)

244. Kimber ly Cla rk Co rp o ra t io n245. Kraf t Foods

So ld 03/25 /10 KS o ld 102/26/10 J

D

D

2 4 6 . F id e l i t y A d v i so r H i g h I n c A d v

2 4 7 . H a r t fo r d M i d C a p F D I

24 8 . G e n e ra l Mi l l s2 4 9 . G e n e r a l M i l ls

2 5 0 . G e n e r a l M i l ls

25 I . V e r i z o n2 5 2 . F r o n t i e r C o m mu n i c a t i o n s

2 5 3 . H e w l e t t P a ck a r d C o

B uy 03/29/10

So ld 06/30/10(part)Sold 09/29/I 0(part)S o ld 10/18/10(part)

S p in o ff 07/08/1 0(f ro m l in e 251)

K

J CJ CJ C

254. Micro so f t Co rp Co m2 5 5 . C i s c o S y s t e m s

S o ld(part)

10/18/10 J


2. V alu e Co&sISet: Columns CI and D3)

3. Value Method Codes(See Column C2)

A =$1.000 or lcssF =$50.001 - $10~.000J =$15,000 or lessN =$250.001 - $500.000P3 =$25,000.001 - $50,000.000Q =AppraisalU -Book Valuc

B = $ 1 , 0 0 1 - $2,500G=$100.0~l - $1,000.000K =$15.001 - $50.000O =$ 5 0 ~.0 0 1 - $ 1 . 0 0 0 . 0 0 ~R =Cost IRcal Es tate Only)V = O ther

C =$2.501 - $5,000I I I =$ 1 . 0 0 0 , 0 0 1 - $ 5 . 0 0 0 . 0 0 0L :$50,001 - $100.000P4 =More than $5 0,000.000W =Estimated

D = $5.001 - $15.000112 =More than $5.000.000M =$100.001 - $250.000P2 -$5.00).001 - $25,000.000T -Cash Markc~

E =$15.001- $50.0~0


19/44


N a m e o f P e r s o n R e p o r t in gStamp (Jr.) , Frede rick P.

D a t e o f R e p o r t05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o r ~ e , v . lo e , t r a n s a c t i o n s anclude$ those of spouse and 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 f i l i n g instructions.)N O N E (No reportable income, assets, or transactions.)

Descr i p t i on of A sset s I n c o m e d u r i n g( i ncl udi ng t r ust assc~ ) r epor t i ng per i od

i 10 (2)Place "(X)" after each asset i A m o u n t 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 l o s u r e i Code I di v. , r en t ,i ( A - H ) or i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d

(I) (2)V alue V a lue

C o d e 2 M e t h o d( J -P ) C o d e 3( Q - W )

(i )Type (e.g.,b uy , se l l ,


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

(2) (3) (4) (5 )D a t e V a l u e G a i n I d e n t i l~ o f

m m / d d h ~ y C o d e 2 C o d e I b uyer / se l l er( J -P ) ( A - H ) ( i f p r iva te

t r ansact i on)

256. Coca-Cola257. Colgate Palmolive Co258. Vanguard Emerging M kt ETF

Sold( p a n )Sold( p a n )B uy

10/18/10"

06/30/I 0

09/04/10

K

K

K

DD

259. Vanguard Emerging M kt ETF260 . Vanguard Emerging M kt ETF261. Trust #4 (Security National) Dividend N

B uy( ad d l )

Bu y(ad d l )

10/18/10

I 1/19/|0

LK

262. As s e t s o f T r us t # 4 li s t e d a s a g g r e g a t ea m o un t :263. Federated Governm ent Obligations Fund264. 3M Co

2 6 5 . A T & T 2 6 6. B P A m o c o A D S S o ld 06/10/10 J267. B HP B illiton LTD2 6 8 . D u k e E n e r g y269. Emer son E lec t r ic2 7 0 . G e n e r a l E l e c t r ic2 7 1 . A b b o t t L a b s

272. Computer Sc iences

I . I n c o me G a in Co d es : A : $1 . 000 o r l e s s B = $ 1 ,0 01 - $ 2 .5 00 C = $ 2 .5 0 1 - $ 5 .0 0 0 D =$ 5 .0 0 1 - $ 1 5 .0 0 0(Se e C o lum ns B I a n d D 4 ) F = $ 5 0 .001 - $ 1 00 .000 G =$ 1 00 .0 01 - $ 1 .000 .000 I I I =$ 1 .000.001 - $ 5.000.000 1 1 2 = M o r e t h a n $ 5 . 000 . 000

2 . V a lue Co d es J = $ 1 5 . 000 o I c ~ s K = $ 1 5 . 0 0 1 - $ 5 0 .0 ~ ) L - $ 5 0 .0 0 1 - $ 1 0 0 .0 0 0 M = $ 1 00 . 001 - $ 25 0 . 000(S e e C o h lm ns C I a n d D 3) N -$ 2 5 0 .0 0 1 - $ 5 0 ~ .0 0 0 O =$ 5 0 ~ .0 0 1 - $ 1 .0 ~ 1.0 0 0 Pl =$1.000.00l - $5.000.000 P 2 =$ 5 .0 0 0 .0 0 1 - $ 2 5 .0 0 0 .0 0 0

P 3 - $25 . 0~ 0 . 001 - $5 0 . 0 (~ . 000 P 4 =M o r e than $ 5 0 .0 0 0 .0 0 03 . V a lue M c lho d Co d es Q = A p p r a is a l R :=Co s t ( R ea l E s t a t e O n ly ) S = A s s c s s m ~ ! T = C a s h M a r k e t

I S c e C o l u m n C 2 } U t3ook Value V = O l h c r W =Estimatcd

E =$15,001 - $50.0~


20/44



D a t e o f R e p o r t05/11/2011

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 e , , .o r . e , ~ . ~ . e , io . ~ a n e l .d e s , h o s e o / s p o u s e o . d ~ e p e n d e . ! c h il d r e n ; seepp. 34-60 of f i l lng instruc tions .)N O N E (No reportable income, assets, or transactions.)

A. B. D.Description of Assets Income during Transactions during reporting period( inc luding t rust asse~ ) reporting period

(0 (2)P l a c e " ( X ) " a f t e r e a c h a s s e t ! A m o u nt T y p~ ( e . g .,exempt from prior disclosure C ode I d i v . , r e n t ,( A - H ) o r i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d(I) (2 ) (I) (2) (3) (4) (5 )

V a l u e V a lue T y p e ( e .g . , Dat e V a l u e G a i n Iden t i ty o fC o d e 2 M e th o d b uy , se ll , m m / d d h ~ y C o d e 2 2ode I b uyer ! se l l er

( J-P ) C o d e 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 )

2 7 3 . C o l g a t e P a l m o l i v e274. Conocophi l l ips Corn2 7 5 . I B M276. In te l Corp277. Kimber ly Clark Corp2 7 8 . P e p s i c o2 7 9 . P r o c to r & G a m b l e280. Q uest Diagnostics281. Schlumberger

282. United Technologies283. Verizon Communications284. Frontier Communications285. Frontier Communications286 . W al t Disney Co287. Therm o Fisher

Spinoff 07/08 /101(from line 283 )S o l d 08/26/10:

JJ

288 . Microsoft S o ld 03/17/10 J289. Progress Energy Inc


2. Value(S e e C o lum n s C I a n d D 3 )

3. Value Mclhod Codes(S e e C o lum n C 2 )

A = $ 1 . 0 00 or l e s sF =$50.0OI - $100,000J :$15.000 o r l e ~N =$250.001 - $500.000P3 =$25.000.001 - $50.090,090Q =AppraisalU = 1 3 o 3 k V a l u e

B =$1,0OI - $2,500G = $ 1 0 0 . 0 0 1 - $1.000,000K =$15,001 - $5 0 .C00O = . . $ 5 0 0 . 0 0 1 - $ 1 . 0 0 0 , 0 0 0R =:Cost tRcal Es tate Only)V =O lher

C =$2,501 - $5,0~0III =$1,000.001 - $5,000.000L =$50.001 - SI00.000PI =$1.000.001 - $5 .000.000P4 =More thanS =As s c s s m e mW =Eslimalcd

O =$5,001 - $15.000112 =More than $5.000.000M =$100.001 - 1 2 5 0 . 0 0 0P 2 = $ 5 . 0 0 0 . 0 0 1 - $ 2 5 . 0 0 0 . 1 3 0 0T = C ~ h Ma r k d

E =$15.001 - 250.000


21/44

FINANCIAL DISCLOSURE REPORTP a g e 2 1 o f 44

N a m e o f P e r so n R e p o r t i n gStam p ( J r . ) , F r ede r ick P .

Date of Report05/11/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o , ~ e , v a l u e , ~ r a n ~ o c t i o , ~ a . c l .d e s t h o s e o / s p o . s o ~ . d dependent children; seepp. 34-60 of filing instruction~)N O N E (No reportable income, assets, or transactions.)

A. B. C.D e s crip t io n o f A ss e ts I n co m e d urin g G r o s s v a l u e a t e n d( in clud in g trust a sse ts) re p o rtin g p e r io d o f r e p o r t i n g p e r i o d

(I ) (2 ) (I ) (2 )P l a c e " ( X ) " a f t e r e a c h a s s e t A m o un t T y p e ( e . g . , Value Valuee x e m p t f r o m p r i o r d i s c l o s u r e ~ A ~ _ _ ~ t ~ d i v . , r e n t , C od e 2 M e t h o d! o r i n t . ) ( J - P ) C o d e 3I ( Q - W )

290. IRA #2 ( H B W ) A Interest L T291. D iamonds T rus t Se t I A D ividend292. S&P M idcap 400 A D ividend J T293. Powersh a re s QQ Q TR Uuni t Se r A A Div id en d K T294. S&P D epos i t o ry Rec A D ividend J T295 . S & P D o w J o n e s I n d l A v g E F T A Div id en d J T296. Pr ime Fund Cap i t a l Rese rves " B " A Interest M T297. Alle rg an In c A Div id en d M T298. Caterpi l lar C D ividend M T299. Co ach In c C D ividend N T300. Co ca Co la In c A D ividend K T301. E xxon M ob i l Corp D D ividend N T302. H o m e D e p o t C Div id en d M T303. I sh a re s Tr FTSE Xin H ua Ch ina A Div id en d L T304. ISh a re s TR M SCI E merg ing M k t A D ividend L T305. I sh a re s Tr S&P La t in Am er 40 A D ividend K T3 0 6. M i cr o so f t C o r p . D D ividend M T

T r a n s a c t io n s d u r i n g r e p o r t in g p e r i o d(I) (2) (3) (4) (5 )T y p e ( e . g ., D a t e Value Gain I d e n t i t y o f

buy, sell, m m /d d/y y C od e 2 C o d e 1 buyer/seller~ % - d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e


S o ld 09/01/10 J

Bu y 09/07/10 J

B uy 1 2 / 0 1 / 1 0 J(ad d l )

1 . I n c o m e G a i n C o d e s : A = $ 1 .0 0 0 o r le ss B = $ 1 ,0 01 - $ 2 ,5 00 C = $ 2 ,5 0 1 - $ 5 ,0 ~ 0 D = $ 5 ,0 01 - $ 1 5 .00 0(See Col umns B I a nd D 4 ) F =$ 5 0 ,0 0 1 - $ 1 0 0 ,0 0 0 G = $ 1 00 . 001 - $ 1 . 000 . 000 I I I = $ 1 .0 00 .0 01 - $ 5 .0 00 .0 00 1 12 = Mo re Ih an $ 5. 00 0. 0~ 0

2 . V a lue Co d es J =$ 1 5 .0 0 0 o r l e s s K =$ 1 5 .0 0 1 - $ 5 0 .0 ~0 L = $ 5 0 . 0~ 1 - $ 1 00 . 004 ) M =$ 1 0 0 .0 0 1 - $ 2 5 0 .0 0 0( S e e C o l u m n s C I a n d D 3 ) N =$ 2 5 0 .0 0 1 - $ 5 0 0 .0 ~) O =$500.001 - $1,000.0~ P I = $1 .0 00 .0 01 - $ 5, 00 0. 00 0 P 2 = $5 .0 ~ ). 00 1 - $2 5, 00 0. 0~ )

P 3 = $ 25 , 000 . 001 - $ 5 0 . 0~ 0 . 0~ X ) P4 =M or e Ihan $ 50.000.0003 . V a lue M c lho d Co d es Q :Appraisal R =( o s t ( R ea l E s t a t e O n ly ) S =Asscssmcn! T =Cash Mark , . :~

t S ~ c C o l u m n C 2 ) U Book Value V = O ~ h c r W = E s l l m a t e d

E :$15.001 - $ 5 0 . 0 0 0


22/44


N a m e o f P e r so n R e p o r t i n gStamp (Jr. ) , Freder ick P.

Date of Report05/11/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i . c o ~ . . , , ,a ~ . . , , ~ o . ~ a c , i a . ~ ~lncludts tl, ose af spo,se and deptnae.t children; see r~ 3 4 - 6 0 of filing instructions.)D (No reportable asse ts , orO NE i ncome , transact ions .)

A. B. C. D.Description of Assets Income during Gross value at end Transactions during reporting period(including txust assets) reporting period o f r e p o r t i n g p e r i o d

~I (I) (2) (I) (2) (I) (2) (3) (4) (5 )P l a c e " ( X ) " a f t e r e a c h a s s e t i A m o u n t T y p e ( e . g ., Value V alue T y p e ( e . g ., D a t e Value Gain I d e n t R y o fexempt from prior disclosure i Code I d i v . , r e n t , Code 2 M e t h o d buy, sell, mm/dd/yy Code 2 C ode I buyer/selle r! ( 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 )

3 0 7 . P ep s i c o D Di v i d en d M T308. Pi n n a c l e We s t Ca p i t a l Co r p B Di v i d en d K T

: 309. Po t a s h Co r p S a s k l n c A Di v i d en d

310. V ar i an M ed Sv c I n c No n e M T

311. W a l g r e e n C o A D i v i d e n d K T312. Y u m B r a n d s I n c C o r n B Di v i d en d L T

313. Z i m m e r H o l d in g s No n e314. Z i m m e r H o l d in g s No n e L T315. 3 M C o m p a n y B Di v i d en d L T

316. Al co a A Di v i d en d317. Al co a A D i v i d e n d M T318. Ap p l e Co m p ut e r I n c No n e Pl T

319. A T & T B D i v i d e n d K T320. J P M o r g a n C h a s e & C o A Di v i d en d L T321. B a r d C R I n c A D i v i d e n d L T322. B a r n e s & No b l e I n c B Div idend K T323. Br i s t o l M yer s Sq u i b b E D i v i d e n d N T

S o ld 08/25/10 L E

S o ld 08/25/10 K

B uy 12/13/10 L

So l d 08/25/10 LB uy 09/20/10 L

S o ld 05/05/10 L(part)B uy I 1/01/10 K

S o l d( p a r t ) 05/05/10 J D

I . Income Gain Codes: A =$1.000 or less B =$1,001 - $2,500 C =$2.501 - $5.000 D $ 5 ,0 0 1 - $ 1 5 .0 ~0(S e e C o lum n s BI a n d IM ) F =$5 0,001 - $100,000 G =$100.001 - $1 ,000,000 II 1 =$1 .000.001 . $5 ,000.000 112 =More than $5.000.000

2. Value Codes J =$15,000 or less K = $15 .001 - $50.000 L = $50.0O I - $100.000 M =$100.001 - $250.000[S e e C o lum n s C I a n d D 3 ) N =$250.001 - $500,000 O =$500.001 - $1.000.000 PI -$1.000.0OI - $5.000.0~3 P2 ~$ 5.000.001 - $25.000.000

P3 =$25.000.001 - $50.000.000 P4 =More than $50.000.0003. Value Method C odes Q =A ppraisal R =Cost (Real Es tate Only) S =Asscssm~mt T =Cash Markc~(S e e C o lum n C 2 ) O = B ook V alue V = O ~ h tT W =Estimated

E =$15,001 - S50,0~0


23/44


N a m e o f P e r s o n R e p o r t i n gStamp (Jr.), Frederick P.


V I I . I N V E S T M E N T S a n d T R U S T S - i n co m e , , a lu e , ~ a ~ a c , io n * a n a a d e $ , h o s e o / ~ p o ~ e o n d d e p e n d ~ n , children; s e e p p . . 1 4 - 6 0 of fillng instructions)N O N E (No reportable income, assets, or transactions.)

A. B. C.D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d

( i ncl udi ng t r ust asse t s) re po rt in g p er io d o f re po rtin g p er io dO) (2 ~ (i) (2)Place "(X)" after each asset [ A m o u n t T y p e ( e . g . , V a lue V a lue

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 1 di v. , r en t , C o d e 2 M e th o dI (A-[I) or i n t . ) ( J-P ) C o d e 3

324. Chevro n Co rp o ra t io n3 2 5 . C h u b b C o r p3 2 6 . C o l g a t e P a l m o l i v e C o327. Conocophi l l ips328 . EMC Corp3 2 9 . G e n e r a l E l e c t r ic3 3 0 . G o o g l e l n c3 3 1 . G o o g l e l n c3 3 2 . H B W I n c

333. Occ iden ta l Pet ro leum Corp3 3 4 . In g e r s o l l R a n d C o335. ln te l Corp336. Panera Bread Co C I A337. S tarbucks338 . Target Corp339. V er izon Communicat ions3 4 0 . W e s b a n c o

T r a n s a c t i o n s d u r i n g r e l ~ r t i n g p e r i o d

(I) (2) (3) (4) (5 )T y p e ( e . g ., D a t e Value Gain Idemity of

buy, sell, m m ~ d d h y y Code 2 C o d e 1 buyeffsellerr e d e m p t i o n ) ( J - P ) (A-H) ( i f p r i v a t et r a n s a c t i o n )

C Di v i d en d M T B uy 08/30/10 M

C Di v i d en d M T

D

CDividend N

Dividend M

T

T

S o ld(part)

05/05/101 K

N o n e L T

Dividend M T

None S o l d

None M T B uyNone N W

05/05 /10 : M08/30/10 M

C Dividend M TA Dividend M T

C Dividend L TNo n e M T

C Di v i d en d N T

B

B

Dividend MDividend K

TT B uy 11/05/10 K

D Dividend M T

I. I ncome Gain Codes :( s e e C o lum n s BI a n d D 4)

2. Value Codes(see Colu mns CI and D3)


A =$1.090 or lessF =$50.001 - $ 109.000J = 5 1 5 . 0 0 0 or l essN -$250.001 - 5500.000P3 =$25.000.001 - $50.0~0.000Q =AppraisalU =Book Value

B =$1,001 - $2.500G = Sl00.0O 1 - 51.0~0.000K =515.001 - $50.060O $500 .001-$1 .000.000R =Cost (Rea l Es tate. Only)V = O ~ h o "

C =52.501 - $5,000I I I = $ 1 . 0 0 0 . 0 0 1 - $ 5 . 0 ( O . 0 0 0L =550.001 - $100.000PI 51.000.001 - $5.000.000P4 =More than $50.000.000S = AsscssmcmW =Estimated

D =$5.001 - $15,000112 =More than $5.000.000M = $100.001 - $ 2 5 0 . 0 ~ 0P2 =$5.000.001 - $ 2 5 , 0 0 0 . 0 0 0T =Cash Markc~

E =5 1 5 ,0 0 1 - $ 5 0 ,0 0 0


24/44



D a t e o f R e p o r ~05/I 1/201 I

V I I. I N V E S T M E N T S a n d T R U S T S - i n c ~ m e ~ r a ~ u e ~ t r a n ~ a c t i ~ n s ( ~ n c ~ u d e s t h ~ s e ~ f s p ~ u s e a n d d e p e n d e n t c h i ~ d r e n ~ s e e p p . 3 4 - 6 ~ f ~ i n g i n s t r u c t i ~ n s - )N O N E (No reportable income, assets, or transactions.)

Description of Assets Income during(including trust assets) r e p o r t i n g p e r i o d

(i ) (2 )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 . ,

exempt from prior disclosure I Code I d i v . , r e n t ,. (A-H) o r i n L )

Gross value at endo f r e p o t a i n g p e r i o dO) (2)

Value ValueCode 2 M e t h o d

( J - P ) Code 3

(i )T y p e ( e . g .,

buy, sell,r e d e m p t i o n )

Transactions during reporting period(2) (3) (4) (5 )

D a t e Value G a i n Identity ofm m /dd/yy Code 2 C ode I buyer/seller

( J - P ) (A-H) ( i f p r i v a t et r a n s a c t i o n )

3 4 1 . Wh o l e Fo o d s M ar k e t I n c

3 4 2 . M F S W V M u n i B o n d F dB

E

D ividendInterest

M

0TT

343. M o n o n g a l i a C o . WV 5 . 9 5 % d u e 4 / I /2 0 1 3cal lab le 4/1/2003

344. WV I n f r as t ru c t 1 9 9 6 Se t B 5 . 7 % d u e1111/2010

3 4 5 . R a l e i g h C n t y 3 . 6 % d u e 1 2 / I 1 1 0

B I n t e r e s t

B I n t e r e s t

A I n t e r e s t

TMaturedMatured

I1/01110 K

12/01110 K

346. W V S t B l d g C o m m L o t t o 5 . 2 5 % d u e7/1120103 4 7 . WV ST R d 4 . 2 5 % d u e 6 / 1 / 1 0

C I n t e r e s t

B I n t e r e s t

Matured 07/01/10 LMatured 06/01110 K

348 . WV Econ Dev 4 .15% due 11/15/I I B I n t e r e s t K T3 4 9 . WV E c o n D ev 4 . 7 % d u e 1 1 / I / 1 2 B I n t e r e s t L T

350. WV ST H sg 4 .9% due 11/1/14351 . Parkersburg WV Waterw o rks 3 .9% d ue9/1/2012352 . F HL M 2 .75% d ue 4/28/14353 . F NMA 3 .2% d ue 4/27/15354. Ame r ican Cen tury V is ta3 5 5 . T R o w e P r i c e N e w H o r i z o n s A356. Trus t #5

B I n t e r e s t

B I n t e r e s tB I n t e r e s t

B I n t e r e s t

NoneNone

D Div idend

T

M T

M T

N T

Sold 11/01/10 K

S o ld 04/28/I 0 L AS o ld 07/27/10 L A

Bu y(ad d l ) 12/15/10

357. Assets of Trust #5 l is ted as aggregateamount ab ove :

I . Income Gain Codes: A =$1.000 or less B -$ 1,001 - $2,5 00 C -$ 2,501 - $ 5 ,000 D =$%001 - $15.000(S e e C o lum n s BI a n d D 4) F = $50.001 - $100,000 G =$100,001 - $1 ,000,000 III =$1.000.001 - $5.00,000 112 =More than $5.000.000

2. V alue C odes J = $15 .000 o r le ss K = $15,001 - $50.000 L =$,50,001 - $100.000 M =$100,001 - $250.00(S e e C o lum n s C I a n d D 3 ) N =$250.001 - $500.000 O =$500.001 - $1,000.000 PI =$1,000.001 - $5.000.000 P2 =$5.000.001 - $25,000.0~0

P3 =$25,000.001 - $50.0~0,000 P4 =More than $5 0.000.0003. V alue Method C odes Q = A ppraisal R -~ .os t (Real Es tate Only) S =As s c s s m e m T -~~sh Market

(See Column C2) U = Book Value V -Other W =Estimated

E = $1 5 , 001 - $5 0 . 000


25/44



D a t e o f R e p o r t05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n co m e , , a lu e , ~ a ~ u c , io ~ ~tnclude$ those of spouse a n d d e p e n d e n t c h i ld r en ; s e e p l~ 3 4 - 6 0 of f i l ing ins truct ions . )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 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 r a n s a c t io n s d u r i n g r e p o r t in g per iod( i n c l u 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 p e r i o di (I) (2) (I) (2) (I) (2) (3) (4) (5 )Place "(X)" after each asset A m o u n t T y p e ( e . g . , V a lue V a lue Type (e.g., D a t e V a l u e G a i n Iden t i ty 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 di v. , r en t , C o d e 2 M e th o d b uy , se l l, m m / d d ~ , y C o d e 2 C o d e I b uyer / se l l eri (A-H) or i n t . ) ( J -P ) C o d e 3 r e d e m p t i o n ) ( J -P ) ( A - H ) ( i f p r iva teI ( Q - W ) t r ansact i on)

358. Federated Money Market US Treasury CashRese rves359. A & T3 6 0 . A m g e n3 6 1 . B P P L C3 6 2 . C V S C o r p363. Caterp i l lar364. Cisco S ys tem s365. Conoco Phi l l ips366. Ensco In t l3 6 7 . G e n e r a l E l e c t r ic3 6 8 . H o n e y w e l l3 6 9 . J a c o b s E n g i n e e r i n g3 7 0 . K i n d e r M o r g a n E n e r g y3 7 1 . K o h l s3 7 2 . M c D o n a l d s373 . McKesso n Co rp

So l d 10/01/10 J A

Sold 10/01/10 J

B uy I0/01/10 J374. Micro so f t

I . Income Gain Codes: A =$1.000 or less B = $1,001 - $2.5 00 C = 5 2.501 - $5 .000 D =55.001 - $15.000{ See Columns B I and D 4) F =$50.001 - $ 100.000 G = $ 1 00 .0 01 - $ 1.0 00 .0 00 | I I = $ 1 .0 90 .0 ~ I - $ 5.0 00 .0 00 I 1 2 = M o r e t h a n $ 5 . 0 0 0 . 0 0 0

2. V alue Codes J = 5 15 .000 o r le ss K = $15 .001 - $50.000 L =$50,001 - 5100.O[~) M =$100.001 - $250.0~0IScc Columns CI and D3) N =$250.001 - 550~.0~O O =$500.001 - $1.000.0~0 PI =$1,000.001 - $5.1)00.000 P2 =$ 5.000.001 - $25.000.000

P3 =$25.0~) .001 - $5 0.000.000 P 4 = More than $50 .~ .0~03. Value Method Codes Q =Appraisal R =Cost (Real Es tate Only) S =Assessment T = Cas h M ar kc~{See Column C2) U =Book Value V = O ~ h c r W -Eslimatcd

E =$15,001 - $50.000


26/44



D a t e o f R e p o r t05/1 I12011

V I I . I N V E S T M E N T S a n d T R U S T S - i ,c o m , , v o t u , . ~ a ~ o c t io ~ ( I n cl u 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 il d r e n ; s e e p p . 34-60 of filing instruction~)N O N E (No reportable income, assets, or transactions.)

A. B. 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 d u r i n g T r a n s 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

( i n c l u 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(l) (2)

[ A m o u n t T y p e ( e . g . ,C ode I d i v . , r e n t ,(A-It) o r i n t . )P l a c e " ( X ) " a f t e r e a c h a s s e t

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

Gross value a t endof repor t ing period(l) (2)

V a lu e V a lu eC o d e 2 M e t h o d

( J -P ) C o d e 3( Q - W )

O)T y p e ( g. ,b uy , se l l ,

redempt ion)

(2) (3) (4) (~ )D a t e V a l u e G a i n I d e n t i t y o f

m m ! d d . 6 , y C ode 2 C ode I b u y e r / s e l l e r( J - P ) (A-H) ( i f p r i v a t e


375. Oracle Systems376. Proctor & G am ble377. Teva Pharm aceutical378. Toronto Dominion Ba nk379 . W el ls Fargo380 . W esMar k Bon d Fun d #556381 . W esMar k Bon d Fun d #556382 . W esMar k Bon d Fun d #55638 3 . W esMar k Bon d Fun d #556384 . We sMark B ond Fund #556385. Trust #63 86 . Assets Of Trust #6 listed as aggrega teabove:387. Federated Money M arket US TreasuryReserves

F Dividend PI

S o l d 01/15/10 J C( p a r t )S o l d 04/20/10 J A( p a r t )S o l d 06/23/10 J(part)S o l d 06/30/10 J( p a r t )S o l d 07/13/10 J C( p a r t )

T

3 88 . AT& T3 8 9 . A m g e n390. Apache391. Apple Compute r

1. I n c o m e G a i n C o d e s :(See Column s Bl and D4)

2. Value Codes( S e e C o l um ~ C I and D3)


A =$1.000 or lessF =$50,001 - $ 1 0 0 , 0 0 0J -$15.000 or lessN =$250,001 - $500,000P3 = $ 2 5 , 0 0 0 . 0 0 1 - $ 5 ; 0 . 0 0 0 . 0 0 0Q = A p p r a i s a lU B o o k V a lu e

B =$1,001 - $ 2 , 5 0 0G =$100.001 - $1,000,000K =$15.001 - $50.0000 =$500.001 - $1,000.000R =Cost (Real Estate Only)V = O ~ her

C =$2,501 - $5.000I I I =$1,000.001 . [email protected]~L =$50.001 - $100.000PI =$1.000,001 - $5 ,000,000P4 =More tb.an $50.000,000S ~ A s s c s s n m n tW Estimated

D = $5.001 - $15.00011 2 = M o r e t h a n $5,000.000M =$100.001 - $250.000P2 =$5 .000.001 - $25,000.000T = C a s h M a r k e t

E =$15,001 - $50,000


27/44



D a t e o f R e p o r t05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , , a l . e . ~ a ~ a c t i o ~ a . c l .d e s , h o s e o f s p o . s e a n d dependent children; see pp. 34-60 of f i l ing ins truct lon~)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.Description of Assets Incom e during G ross value at end Transactions during reporting period(including mast assets) ~o n 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) (I) (2) (I) (2) (3) (4) (5 )Place "(X)" after each asset , A m o un t T y pe ( e . g ., V alue V alue T y p e ( e . g ., D a t e Value Gain I d e n t i t y o fexempt from prior disclosure [ Code I d i v . , r e n t , Code 2 M e t h o d buy, sell, m m / d d ~ , , y C ode 2 C ode I buyer/selle r

i ( A- H ) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) (A-II) ( i f p r i v a t et ( Q - W ) t r a n s a c t i o n )

3 9 2 . B o e i n g C o m p a n y B uy 10/01/10 K3 9 3 . B P P L C S o ld 12/21110 K

394. Bris to l Myers Squibb3 9 5 . C V S Sold 10/01/10 K A3 9 6 . C a t e r p i l la r397 . Ci sco S ys tems3 9 8 . C o c a C o l a C o3 9 9 . C o m m e r c e B a n c s h a re s B uy 10/01/10 K400. Conoco Phi l l ips

4 0 1 . D e v o n E n e r g y402. Eaton Corp B uy 10/01/10 K403. Ensco In t l I nc404. Em er son In I l405. Ex xo n M o b il (m erg e d fro m X T O En erg y 06/28/10 Kl i ned 425 )4 0 6 . E x x o n M o b i l B uy 10/01/10 K(ad d l )4 0 7 . E x x o n M o b i l S o ld 06/28/10 J

(part)408. Nex te ra En erg y ( fo rm er ly F PL Gro up )

I . Income Gain Codes: A = $1 ,000 or le~ s B =$ 1,001 - $2.500 C = $2.501 - $5 ,000 D =$5.001 - $15.000(See Columns B I and IM) F = $5 0.0O I . $100,000 G = $100,0~ 1 - $1 .000.000 III = $1 .000.0O I - $5 .0~ 0.000 112 =More than $5,000.000

2. Value Codes J = $15,000 o less K = $15 .001 - $50.000 L = $ 5 0 . 0 0 1 - $ 1 0 0 . 1 3 0 0 M =$100.001 - $250.0~0(See Columns CI and D3) N =$250.001 - $500,000 O = $ 5 0 0 . 0 0 1 - $ I . C ~ O . O 0 ~ PI =11,000.001 - $5.000.000 P2 =$ 5.000.001 - $25,000.000

P3 =$25.0~0.001 - $50.000.000 P4 =More than $50.000.0003. Value Method C odes Q = A ppraisal R =Cost (Real Es tate Only) S = A s s es s men t T =Cash Market(Scc Co/tlmn C2) U -Book Value V =Oth e r W =Estimated

E = I ; I 5 . 0 0 1 - $ 5 0 . 0 ( ~ )


28/44

FINANCIAL DISCLOSURE REPORTPage 28 of 44 Ia m e o f P e r s o n R e p o r t in gStamp (Jr. ) , Frederick P. D a l e o f R e p o r ~05/11/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m , , , , o t u , , ~ a , ~ a a i o ~ a , c t u d ~ those of spouse and dependent chitdren; $ee plx 34-60 of filing instructions.)NONE (No reportable income, assets, or transactions.)

Descr i p t i on of A sset s I n c o m e d u r i n g(in clud in g trus t a ss e ts) re p o rt in g p e r io d

(I) (2)Place "(X)" after each asset A m o u n t T y p o ( 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 i Code I di v. , r en t ,i (A-H) or i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o dO) (2)


( J-P ) C o d e 3( Q - W )

Transactions dur i ng r epor t i ng per i od

(I) (2) (3) (4) (5 )T y p e ( e . g . , D a t e Value Gain I d e n t i t y o fbuy. sell, m m ] d d ! y y Code 2 Code I buyer/seller

r e d e m p t i o n ) ( J - P ) (A-H) ( i f p r i v a t et r a n s a c t i o n )

409. Federate d Total Return B ond Fund410. F luor Corp411. General E lec t r ic412. Ge nera l Mills413. Hewlett Packard4 14 . IB M415. JP Morgan Chase & Co416. Jacobs Engineering

So l d 10/01/10 K(par t )Sold 10/01/I0 J

417. Proctor & G am ble4 1 8 . K i n d e r M o r g a n E n e r g y4 1 9 . K o h l s420. M cDonalds421. Nucor Corp422. Vanguard Emerging VIP423 . WesM ark Bond Fund #556424. Pf izer I nc S o ld I0/01/10 M4 2 5 . X T O E n e r g y Merged 0 6 / 2 8 / 1 0 K(with l ine 405)

1. I ncome Gain Codes :(See Columns BI and D4)

2. Value Codes(Sc Columns CI and D3)


A =$1.00~ or lessF =$50.0OI . $100,000l =$15,000 or lessN =$250.001 - $500,000P 3 = $ 2 5 . 0 0 0 . 0 O I - $50.000,000Q =AppraisalU =Book Value

=$1,001 - $2.500= $ 1 0 0 . 0 0 1 - $1.000.0~0=115.001 - $50,000=$500.001 - $1,000.000-~7os! (Real I~ tate Only)=Other

C =$ 2 .5 0 1 - $ 5 ,0 0 0I l l =$ 1 .0 ~O ,0 9 1 - $ 5 .0 ~0 .0 0 0L = $ 5 0 . 0O I - $ 1 00 . 0O OP I $ 1 .0 0 0 .0 0 1 - $ 5 .0 0 0 .0 O OP 4 =M o r e than $ 5 0 .0 0 0 .0 0 0S = A s . scssm cr~!W = E s t i m a t e d

D =$5.0OI - $ 1 5 , 0 0 0112 =More Ihan $5,000.000M = $100.001 - $250.0~0P2 =$5 .000.0OI , $25,000.009T =Cash Markcl

E =$15,001 - $50.000


29/44


N a m e o f P e r s o n R e p o r l in gStam p (Jr.) , Frederick P.


V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)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 I n co me d ur in g G ro ss v a lue 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

(in clud in g trust as se ts) re p o rt in g p e rio 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) (5 )

Place "(X)" after each asset 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 . , Dat e V a l u e G a i n I dent i t y ofe 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 1 d iv .. re n t , C o d e 2 M e th o d b uy , se l l, m m / d d / y y C o d e 2 C o d e I b uyer / se l l er

! (A-H) or i n t . ) ( J -P ) Code3 r e d e m p t i o n ) ( J -P ) ( A - H ) ( i f p r iva tet r ansact i on)(O-~

426. lngersol Rand4 2 7 . W o o d w a r d l n c B uy I0/01/10 K

428. We atherford IntlG Dividend P2 T29. Trust #7

430. Assets of Trust #7 listed a s aggregateamount above:431.432.433 . AT& T

W esma rk W V Mun i Bd Fnd #548W esmark Small Co Growth Fd #391

Sold 04123110 K(part)B uy 12/27/10 J(ad d l )

434. Apple Compu ter435. Artisan Interna tional Fd #6 614 3 6 . Art i san M idCap Fund C la ss I B uy 04/15/10 L4 3 7 . B P P L C4 3 8 . B a n k o f H a w a i i B uy 11/15/10 L439 . B oeing Co B uy 04/13/10 L440. Bristol-M yers Squ ibb Co.441. Burlington Northern Santa Fe Corp S o l d 02/17/10 L442. Celgene

I . Income Gain Codes: A =$1,000 or less B -$1.001 - $2.500 C = $2.5 01 - $5 ,0~ 0 D = $5 .001 - $15 ,000(See Columns B I and D4) F = $ 5 0 , 0 9 1 - $ I 0 O , 0 0 0 G = $ 1 00 .0 01 - $ 1.0 00 .0 00 I I I =$ 1.0 00 .0 01 - $ 5.0 00 .0 00 1 1 2 = M o r e I h a n $ 5 . 0 0 0 . 0 0 0

2 . Va lu e Cod~ J = 1 ; 1 5 . 0 0 0 o r h . " s s K = 115 .001 - $50.000 k = $5 0.001 - $100.000 M =$100.001 - $250.000(ScColunms CI and D3) N =$250.001 - $50~ .000 O =$5 0 .001 - $1.0(~ .000 P I =$1 .000.001 - $5 .000.000 P2 :$5.000,001 - $25.00~.009

P3 =$25.000.001 - $50,000.000 P4 =More than $50.000,0003. Value Iqethod Codes Q -Appraisal R -~osl (Real Estate Only) S = A s s c s s n ~ - n l T = Cas h M ar kc~(See Column C2) U =Book Value V = O thtr W = Eslim alcd

E ~ $15 .001 - $5 0 .000


30/44

FINANCIAL DISCLOSURE REPORTPage 3 0 of 44


D a t e o f R e p o r t0 5 / I 1 / 2 0 1 1

V I I . I N V E S T M E N T S a n d TRUSTS - i , , c o , , , , . o l , , e . ~ a , ~ o c , i o ~ ~lndudes those o/spouse a n d dependent children; see pt~ 34-60 of filing instractlon~)N O N E (No reportable income, assets, or transactions.)

Description of Assets Income during(including trust assets) r e p o r t i n g p e r i o d

(1) (2)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 .,

exempt from prior disclosure i Code I d i v . , r e n t , i (A-H) o r i n t . )

4 4 3 . C o n o c o P h i l l ip s

4 4 4. C h ev r o n C o r p

4 45 . C h i c a g o B r i d g e & I r o n C o

4 4 6. C i sc o S y s t e ms

4 4 7 . C o m i n g4 4 8 . Co s tc o4 49 . D e e r e & C o

4 5 0 . E M C C o r p4 5 1 . E O G R e s o u r c e s

4 5 2 . E x p r es s Sc r i p t s

4 5 3 . Fed er a t ed I n t e r c o n t i n en t a l Fu n d #1 7 6

4 5 4 . Gen er a l E l ec t r i c C o .

4 5 5 . G o o g l e I n c

4 5 6 . H o m e D e p o t

4 57. 3M

4 5 8 . I B M4 5 9 . l n v esc o I n tl Gr o w t h Fd C I I

Gross value at endo f r e p o r t i n g p e r i o d( I ) ( 2 )Value Value

Code 2 M e t h o d( J - P ) Code 3( Q - W )

(x)T y p e ( e . g . ,buy, sell,


Transactions during reporting period(2) (3) (4) (5 )

D a t e Value Gain I d e n t i t y o fmm!dd~/y C ode 2 C ode I buyer/selle r

( J - P ) (A-H) ( i f p r i v a t et r a n s a c t i o n )

Sold 04/13110 M F

So ld 04/13/10 M G( p a r O

B uy 11/15/10 LBu y 04/13/10 L

B uy 04/15/10 L

I . Income Gain Codes: A =$1.00O or less B -$1,001 - $2.500 C =$2.501 - $5,000 D =$5.001 - $15,000(S Columns B I and D4 ) F = $ 5 0 . 0 ~ I - $ 1 0 0 , 0 0 0 G = $100.001 - $ 1.000.000 I I I =$ 1.000.001 - $5.000.000 112 -M ore than $5.000.000

2. V alue Codes J = $15 .000 o r le ss K - $ 1 5 . 0 0 1 - $ 5 0 . ~ L =$50.0~1 - $100.0~O M =$100.001 - $250.0E~(See Columns CI and D3) N -$250.001 - $500.000 O =$500.001 - $1,000,000 PI =$1.0D0.001 - $5,000.000 P2 ~$5.000.001 -

P 3 = $25.000.001 - $5 0.000.000 P 4 = More than $50.000.0003. Value Method C odes Q = A ppraisal R C o s t (Re a l E s ta te On ly) S =Asscssm,.mt T =:Cash Market

(See Column C2) U =Book Value V = O ~ h ~ . ~ W Est ima ted

E :$15,001 - $50.0~0


31/44


N a m e o f P e r s o n R e p o r l in gStamp (Jr. ) , Frederick P.

D a t e o f R e p o r t05/I 1/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i .c o , . ., v a t u e , tr o n ~ a c , io . s a n c lu d e $ , h o s e o / ~ p o u s e o n d d e p e n d e n t children; e e p p . 3 4 - 6 0 of fi l ing instruct ionx.)N O N E (No reportable income, assets, or transactions.)

Description of Assets Transactions during reporting period(including trust assets)


Income during Gross value at endreporting period 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 )A m o u n t T y p e ( e . g . , V alue V alue T y p e ( e . g ., D a t e Value G a i n I d e n t i t y o fC o d e 1 div., r e n t , Code 2 M e t h o d buy, sell, m m / d d , ~ , y Code 2 C ode 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 )

460 . In vesco In t l Gro w th F d CI I Bu y 12/10/10 J4 6 1 . JP M o r g a n C h a s e B uy 04/13/10 L462. McDonalds463 . Micro so f t Co rp464. Nasd aq OM Q S o ld 11/15/10 K465. Nucor Corp S o ld 11/15/10 L466. Orac le Sys tem s467. Op p en he imer Deve lo p in g Marke t s F d Bu y 11/15/10 L468 . Parker -Hann i f in469. Peps ico Inc470. Pf izer I nc S o ld 11/15/10 L471 . PPG In d us t ri es B uy 04/13/10 L472 . PPG In d us t r i es S o ld 10/04/10 L4 7 3 . P r o c t o r & G a m b l e C o474. Syn iver se H old ings Inc B uy 04/13/10 K475. Teva Pharmaceut ical476. Texas Ins t ruments Inc

C

I . Income Gain Codes: A =$1.000 or less B -$1.001 - $2.500 C = $2,5 01 - $5 ,000 D = $5 .0~ 1 - $15 .000(See Columns BI and D4) F -$50.001 - $100,000 G =$1 00.001 - $1.000.0~0 1 11 = $1 .0 00 ,0 01 - $ 5, 00 0. 00 0 1 12 = Mo re th an $ 5. 0~ 0. 00 0

2 . Va lu e Cod~ J =$15,000 or l e s s K -$15.0OI - $50.000 L = 15 0.001 - $100,000 M = $10~ .001 - $25 0.000(See Cohunns CI and D3) N = $250.001 - $500.000 O -$5 00.0O I - $1 .000.0O O PI =$I.0O D.001 - $5.000.000 P2 =$5.000.001 o $25.000.000

P3 =$25.000.001 - $50.0(10.000 P4 =More than $5 0.000.0003. Value Method Codcs Q =Appraisal R =Cosl (Real Es tate Only) S =Asscssm,:~l T ~ Cas h M ar kc~[See Column C2) U =Bo a k V a lue V = O lho" W =Estimated

E =$15.001 - S50.000


32/44


N a m e o f P e m o n R e p o r ti n gStamp (Jr. ) , Freder ick P.


V I I . I N V E S T M E N T S a n d T R U S T S - i n co m e , va l u e , U o ~ u a i o ~ a . c tu d ~ t h o s e of spouse and dependent children; see pp. 3 4 - 6 0 of f i l ing ins truct iong)N O N E (No reportable income, assets, or transactions.)

D e s c r i p ti o n o f A s s e t s I n c o m e d u r i n g( including trust a s s e ~ ) r epor t i ng per i od

0) (2)Place "(X)" after each asset A m o u n t T y p e ( e . g . ,I Code I di v. , r en t ,x e m p t f r o m p r i o r d i s c l o s u r e [I (A-H) or int .)

477. United Technologies

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o dO) (2)V a l u e V a l u e

C o d e 2 M e th o d( J -P ) C o d e 3( Q - W )

(i )Type (e.g.,

b uy , se l l ,redempt ion)

Transactions dur i ng r epor t i ng per i od

(2) (3) (4) (5 )D a t e V a l u e G a i n I d e n t i t y o f

m m ! d d ? y y Code 2 C o d e 1 buyer/seller( J - P ) (A-H) ( i f p r i v a t e


478. W esBan co, lnc .479. Zimme r Holdings Inc480. Trust #8481. Assets of Trust #8 listed as aggrega teamount above:

F Dividend P I T

4 8 2. A T & T483. Apple Compute r484. Artisan M idcap Fd CI 1485. Artisan Inte rnationa l Fd

:486. B urlinton Norlhem Santa Fe487 . Bank of Hawai i488. Boeing Company489. C e l g e n e490. Chevron Corp491. Chicago B ridges & Iron Co492. Cisco System s493 . Conoco Phillips

Buy 04/15/10! K

S o l d 02/17/10 K EB uy 11/15/10 KB uy 04/13/10 K

S o l d 04/13/10 M F

I . Income Gain Codes: A = $1 .000 o r less B = $1,001 - $2,5 00 C = $2,501 - $5 ,000 D =$5,001 - $15,000(S ee C olum ns B I a nd D 4 ) F =$ 50.00 1 - $1 00,000 G = $100.00 1 - $ 1.0~0.000 t I I = $ 1, 00 0 .0 0 1 - $5 . 0 0 0,0 0 0 1 1 2 = M o re t h a rt $ 5 .0 0 0. 00 0

2. Value Codes J = $15.1)00 o r k~ s K = $15 .001 - $50,000 L - - $ 5 0 . 0 4 ) 1 - $ 1 0 0 , 0 0 0 M =$100.001 - $250.000(See Columns CI and D3) N = $250.001 - $ 500.000 O = $500.001 - $1 .009 .000 PI = $1.0(~.001 - $5.000,000 P2 =$ 5,000.001 - $25.000.000

P3 =$25.000.001 - $50.000.000 P4 =More than $50 .00~,0003. Value Method Codes Q -Appraisal R =Cos! (Rcal Esta te On ly) S = Asscssnlc~! T : = C a s h M a r k c ~(See Column C2) U - Bo o k Va l u e V =Olh e r W =Estimated

E =$15,001 - $50.000


33/44

FINANCIAL DISCLOSURE REPORTPage 3 3 o f 44


D a t e o f R e p o r t0 5 / I 1 / 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 .c o m . , . a t ~ . , ~ r a , ~ o c # o . s (lncludex those of spou~e and dependent children: ~ee pp. 34-60of filing instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.Description of Assets Incom e during G ross value at end Transactions during reporting period

(including trust assets) reporting period 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 asset A m o u n 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 t i t y o f

exempt from prior disclosure C ode I d i v . , r e n t , Code 2 M e t h o d buy, sell, mmidd!yy C ode 2 C ode 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 )

494. Cos tco Wh olesale Corp4 9 5 . C o m i n g4 9 6 . D e e r e & C o4 9 7 . E x x o n M o b i l C o r p

~498. Federated lntercontinental #1764 9 9 . G e n e r a l E l e c tr i c C o c o m m o n5 0 0 . H e w l e t t P a c k a rd

frederick p stamp jr financial disclosure report for 2010

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