R,.~,.

~/20tO

.~o ~0

FINANCIAL DISCLOSU RE REPORT
FOR CALENDAR YEAR 2009
’ 2. Cou~ or Organization U.S. Dtst Coup. W. Dist of PA 5a. Report Type (cheek appropriate ~) ~ Nomination, Date ~ Annual ~ Inmal ~ Final

Repo~t Required by the Ethics
in Government .4 ct of 1978 (.s u.s.cL app..6.~ 101-111)

I. PerSon Reporting (las~ name. first, m~ddlc initial) Standish, William L. 4. ~ltl¢ IAfficle Ill judges indi~te acuve or ~mior s~ms; magistrale judges indicate fall- or pan-time) U. S. District Judge- Senior

3. Date of 07/12/2010 ~. Re~ing Period 01,’01/2009 12/31/2009

7. Cbambe~ or Office Address 6170 U.S. Post Office & Cthse 700 Grant Street Pittsb~gh. PA 15219

i 5b. ~ Amended Re~ 8- On th¢ b~ls of the informt~on contained tn this RtpoO and *ny m~lfl¢adons pt~aintng thereto, it Is, in my opinion, in ¢ompllincr ~5th ~pplicabl¢ laws tad r~l*~ons. Re~e~ng O~cer_. Date

IAIPOR TANT NO TES: The i~t~ucaons accom~nying rh~ farm must be followe~ Comp&te all pams, checiing the NONE ~x for each part where yau have no repoHable informa6om Sign on last page.

1. POSITIONS. ¢s,po.i.~ i.di,i~.ot..ty: .o pp. o-ts ,,/l,i~g i..~.~,o.,.)
[~ NONE (No reportable positions.) POSITION I. Co-Truslee NAME OF ORGANIZATION/ENTITY Co-Trustee of[rust No. 13 Co-Trustee of Trust No. 14 Co-Trustee of Trust No. 15 Co-Trustee of Trust No. 22 Co-Trustee of Trust No. 23 Co-Trustee of Trust No. 24 Western Penns.’, Ivania School for the Dea Sewickley Valley YMCA Pittsburgh Theological Semina r -.~ ~-.5 ..~.?~

2. Co-l’mstee Co-Trustee 4. 5. (, 7. 8. 9. Co-Trustee Co-Trustee Co-Trustee Trt.t’~tee Trustee Director

lI. AGREEMENTS. tr.~o.~,,g individualonly; see pp. t4-t6 o/flting i. .... tion.~)
~ NONE [No reportable agreements.) DATE I. pARTIES AND TERMS

Standish, William L.

FINANCIAL DISCLOSURE REPORT

f Per,°. a.po,~i*g I "~ ....
Standish, William L.

O~,e or
07/12/2010

Page 2 of 172

I IL N ON-INVESTMENT INCOME. ~Rn,o,a,g indi~,idual and sp .....
A. Filer’s Non-Investment Income
NONE (No reportable non-investment income.)

; seepp. 17-24 o/filing insCructions.)

SOURCE AND TYPE
{yours. not spouse’s) I.

2.
3. 4.

B. Spouse’s Non-Investment Income - if you were married during anyportion of the reporting yem’, complete this section.
(Dollar amount not required ~xceptJOr honortzrta.)

~

[
I.

NONE (No reportable non-investment income.)

DAT~

SOURCE AND TYPE

3. 4.

IV. REIMBU RSEMENTS ......~,~,~o., ~o~. ~,,~ ....... ~ ......
(b~ch.le~ tho~e to xt,t~u~" un,t depcndttt ~hildrcn. ~ee PP. 25-27 o] [~ling ~n.~ttuctto~t~ 1

NONE (No reportable reimbursements..)

~
I. 2. 3. 4. 5.

~

LOCATION

PURPOSE

ITEMS PAID OR PROVIDED

FINANCIAL DISC LOSURE REPORT Page 3 of 172

f e,r~ arpo~ng
Standish, William L. 07:12/2010

[ ~ ....

~
I. 2. 3.
4.

NONE (No reportable g~s.)

~

DESCRIPTION

5.

VI. LIABILITIES. an~.~#a,, ,ho,, o/w ...... ~ dr’pendent children: see pp. 3.~-33 af filing instructions.)
NONE (No reportable liabilities.) CREDITOR
1 2. 3.
4.

~

5.

FINANCIAL DISCLOSURE REPORT

~ ....

[ Person Repor,ing [

Date of Repot,

Page 4 of 172

Slandish, William L.

07/12;2010

NONE (No re~ormble income, assets, or transaction.)
Description ~f Assc~s (including t~st assets) Place "(X)" a~er each ~scl exempt lTom prior disclosure I Income during ~rlmg p~iod Amoum ~ ~ypc (e.g., I C~r I ~ div., ~cnt. t., I{~-II) .... Gross value at end o1’ reposing ~ti~ Value Code 2 (J-P) Va)~c : Method C~c3 ~ T~e (cg, buy. sell. ~ rcd.mption, Transaction~ during tc~ng ~riod

V~lue ] Dale ~mmld&’)~ C~e 2 (J-P)

Gain Code 1 (A-H}

Identity 0f pri,at.

1.

Trust #l.I (100% Interest)

G

lnL/D~x.

P2

T

See S~ction VII

2. 3. 4. 5 6.
7.

-Blackrock PA Muni MM lnsg CI Fd ~0 -AIt(x)nz PA City Wtr Rev 4.0-201 I -Alloona PA City Wtr Re’,’ 4.25-2015 -Bucks Cnty PA Wtr&gewr Aulh 4.O-2012 -5ancaster PA Pkg Auth Re’,,’ 4.0-20t5
-Lower Bucks Cnty PA Jt Mun 3.6-2013

Mon Mkt lnv

8.
9. I0.
11. 12.

-Lower Merion PA Sch Dist 4.0-2014
-North Waler PA Wtr Auth Rcv XLCA 4.0-2011 -PA St tIighcr Edl Col of Med 3.75-2012
-Unionville Chadds Ford PA Sch 3.5-2013 -Red Lion PA Sch Dist FGIC 4.0-2013

13. 14. 15. 16. 17.

-SpringFord Sch Dist XLCA 4.0-2014 -ABB Lid -ABB Ltd -Abbott Labs Inc -Air Products & Chemicals Buy Sold 01/02,’09 03.’05/O9

PageFINANC1AL5 of 172 DISCLOSURE REPORT I Stand|sh, William L.
VII. i~ESTMENTS and TRUSTS - i. ....... ~ ........... ,~o.. (lnclod~ th .... ,f ~p ...... d deprndr.t chiIdren; xre p~ 34-60 o/~11ng instr~cKo~,.)
NONE ~o reportable income, assets, or transactions.)
~ipfion of ~s~ls (inciadm~ i~st ~s) Place "(X)" after each asset cxemp~ from prior disclosure ~ Income du~ng rc~ing peri~ [ Ty~ (e.g., div., ~enL or inL) Gross value at end ofrc~ing pcrt~ Value Code 2 (J-P) Value Mcth~ Code 3 T~c (c.g, buy, sell. redemption) Tran~tions during r¢~ing ~riod

~ ~ Amount C~c I (A-Ill

Da~ ~ Value ~ Gain [ m~d~’~y ~ C~ 2 [ Code 1 ~ (J-P) [ (A-H)

[dcnli~ buycr/scller

18.

-American Express

Buy

O1/02z09 i

19. 20.

-American Express -Automalic Dala Processing

Sold

03/05/09

21.
22. 23. 24.
25.

-BP PLCSvons Adr
-Bank of America -Bank of America -Bristol Myers Squibb Co
-Caterpillar Inc Buy 01/0Zt09

Buy Sold

01/02/09

26.

-Caterpillar lnc -Cisco Sys lnc

Sold

03/05/{)9

27.

Buy

0i/02’09

i 28. 29. 130.

4Ti~co Sys [no -Coca Cola Co -Dominion Res Inc VA

Sold

03/05/09

31.
32. 33. 34.

-Emerson Et Co
-Exxon Mobil Corp -Fairpoint Communications -Fairpoint Communications Buy Sold i 01/02/09 09/03/’09

I

i ~. Va!ue Melhod (.’~les

O

R =C~,x( IReal ~’srate Only

T "(-’ash Market

FINANCIAL DISCLOSURE REPORT

Date of Report INStandish, William 1,. fP aep~rt~ng .... .....
.oluo, t .......on~ (Inclndes rho,, of ~la ....... i

Page 6 of 172
VII. INVESTMENTS and TRUSTS - i .......
]

07/12/2010
[
d dependent children; sec pp. 34-~0 off dins instruction~.)

]

[
......

NONE (No reportable income, assets, or transactions.)
A. De~ription of As.~ts (including trust a&-,,cts) Place "{X)" after each asset exempt from prior di~losu~ B. Income during reporting period TYpe (e.g., Code I : div., rent. (A-tl) Or int.) i i i C Gross value at end of reporting period Value Code 2 l J-P) Value Melhod ’: Code 3 (Q-W) | D. Transactions during zcponing period

Type (e.g., buy. sell. redemption)

Gain i Date | Value mmidd~’yy ~ Code 2 Code I (A-H) ] I’J-P)

Idenn~ of buycr/~ller (ffpnvatc transaction~

35.

-Franklin Resources In

Buy

01/02/09

36. 37. 38.
39.

-Franklin Resourceslnc -General Electric Co -Goldman Sacks Grp lnc
-Goldman Sacks Grp Inc

Sold

03/05/09

Buy
Sold

01/02/09
03/05/09

40.

-Heinz 11J Co

41. 42.
43.

-Home Depotinc -Illinois Tool Works lnc
-Ingersoll Rand Co Ltd CI A -Ingersoll Rand Co Ltd CI A Buy 01/0~09

44. 45.

Sold

03.’05/09

-Intel Corp -Intel Corp

Buy Sold

01/02/09 03/05/09

46. 47. 48.

-JP Morgan Chase&Co -K~afi Foods Inc

49. 50.
51.

-McGraw Hill Cos lnc -McGraw tlill Cos lnc
-Merck & Co Inc

Buy Sold

01102/09 [ 03/05/09

PageFINANCIAL7 of 172 DISCLOSURE REPORT

I
Gross value at end of reporting period II) ~ (2) Value Value C~ 2 Metb~ (J-P} C~e 3 Tran~ctions during re~ing ~ri~ {11 T~e (e.g., buy, ~11, [ r~emption) (2} (3) (4) Oa~ Value Gain mm/d&’yy Code 2 Code I (J-P) IA-H) I (5) Identi,y of buycr.,sellcr {i[ private

V! 1. INVESTMENTS and TRUSTS - i. ....... t.,,, ...... ,io., tlncludes thoxe of sp ..... nd depena~’nt ,’hildtt, n: ,ee pp. 34-60 of filing inxtruct
[] NONE (No reportable income, assets, or transactions.)
Dc~riplio~ of ASSets (including t~s~ asscls] Place"(X)" aft ..... ....t h exempt from pilot disclosure tn~me during :: [ repo~in~riod ~[ [1) ~ (2) [~m~u~l ! Type (e.g., Code I ~ div., renk or mr} [ {A-tl)

I

52.

-Microsoft Co~

53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68.

-Nike lnc CI B -Nike Inc CI B -Nokia Corp -Nokia Corp -Notxhem Tr Corp -Northem’fr Corp -Oracle Corp -Pfizer Inc -Phillip Morris -Southern Co -3M Company -VeFiZOn -Walgreen Co -Wyeth (Merged into Pfizerl -Zimmer ttoldings Inc -Vanguard Emerging MktsStk

Buy Sold Buy Sold Buy Sold

0V02/09 03/05/09 01/02!09 03,"05/09 01/02:09 03,’05/09

Sold (p~)

09/24/09

Merged (wilh line 601

I0;15/09

Sold

01:’26t09

FINANCIAL DISCLOSURE REPORT Page 8 of 172
] Standish, William I,.

07!12/2010

VII. INVESTMENTS and TRUSTS NONE (No reportable income, assets, or ~ansactions.) Description of As~ts (including ~st ~tsl Place "(XY’ after each ~sct exempt from pfi~ ~sclosme i Income during rc~,ing ~iod Typ~ (e.g., dw. r~t. or m~) Gross value at end ~of re~ing Value Mcthod Code 3 [ (Q-W) T~ (cg., buy sei! redemption) r~an~c~ons during reining ~od

Amount C~e I [A-ll)

[ Dam ~ Value Gum C~e 2 ’ Code } [mmid~;)~’ (J-P) (A-H) ~

~

Idenfi~y of buyer.’sellcr (if private *~saction)

69. 70.
~ 7 I.

-Vang~rd ~SE All World Ex US Trust #2 (I/2 Income Ira)
-BNY Mellon Nat’l Muni MM Fund

E

Div & Inl

P!~

T

M

G

See Section VIII

72. 73. 74. 75. 76.
77. 78.

-Fleetwood PA Area School -Phila PA Sch Muni Bd -Abbott Laboratories -Accenture Ltd -Adobe Systems Inc
-Aetna lnc -Aetna Inc

Sold (part) Sold
Sold Ipart) Sold

09/01/09 !02!26/09
03/!&09 06.t 18/09

79. 80. 81. : 82. 83. 84.

-Alliance Data Sys Corp -AltriaGroup lnc -Amcripnse Financial Inc -Amertpr~se Financial lnc -Amgen Inc -Amgen Inc

Sold (part)

09/0 I/Oq

Buy Sold {pail)

01:26/09 (19/O1/O9

Buy

04/29/09

¯ 85.

-Amgen Inc

Sold (pa~)

09/01/09

I h~com¢ Gain Codes:

A -$1,000 or les~

B =$1,11OI . $2 500

C ~$2.501 _ $5.0OO

D =$5.001 . $15,t~qU

FINANCIAL DISCLOSURE REPORT

Page 9 of 172

I

Name of Person Reporting

[

Date of Report

07/12/2010
I "

[ Standish, William L.

VII. INVESTMENTS and TRUSTS - in ....... alu,, tr ..... lions (Includes those of sp ..... nd dependent children; see pp. 34-60 of filing instructions.)
[] NONE (No reportable income, assets, or transactions.)
Description of Assets |including trust assets) Place "IX)" after each axsct exempt from prior disclosure I Income during Gross ,,aluc at end of repoaing period (I) 12) ] It) Value Value Code 2 Method Code 3 ,J-P) (Q-W) Type (e.g.. buy, sell. redemption! Transactions during reporting period (2) ! (3) Date Value nurddd/yy ] Code 2 ] (J-P)

~reporting period (I) ~2) ]Amount Type (e.g., div.. rent, or int., I ~A~__~I~

i

Gain Code I I IA-H) ’:

Id~mti~y of buyer/seller (,fpnvate transaction)

86. 87.

-AOL Inc (Reed fr Time Warner spinoff) -Apache Corp

12/I 1/09 Sold (part) Buy ! 09/01/09

88.

-Apple Computer lnc

06/t0/09

89. 90. 91. 92. 93. 94. 95. 96. 97. 98. 99. 100.

-Apple -Apple -AT&T lnc -Autoliv lnc -Autoliv Inc -Bank of America Corp -Bank of America Corp -Bank of America Corp -Bank of America Corp -Bank of America Corp -Best Buy Inc -Best Buy Inc Buy

Sold Ipart) Buy Sold (part) Buy Sold (part) Sold (part) Sold Buy Buy Sold (part) Buy Sold Ipart) 04/29/09 Sold (part)

09/01/09 09/10/09 09/01/09I 06/15/09 09/01/09 01/29/09 02/11/09 05/27/09 06/18/09 09/01/09 03/20/09 09/01109

101. -Blackrock Inc 102. -Blackrock Inc

09/01/09

I Income Gain Codes

A =SI,000 or less

B =$1.001 - 52.500

C =$2.501 - $5.000

D =$5.001 - $1S,O00

E =$15.001 - $50.000

(See Columns CI and D3)

N =$250.001 - $500.000

O :$500,001 - $1,000.000

PI ~$1.000,001 - $5.000.000

P2 =$5.00(I,001 - $25,1K10,000

FINANCIAL DISCLOSURE REPORT

l Name of P .....

Repo.ing

Date of Report

Page 10 of 172

Standish, William L.

07/12/2010

VII. INVESTMEN TS and TRUSTS - ~ ........ i .......... ~o.~ a,~/,~o~ ,~o~, o/ ,p ..... .a ~,~.~., ~u~,e,= ~, ~. .~-6o o/,t~ ~...~.~.~
NONE (No reportable income, assets, or transactions.) Description of Assets (mclu&ng ~sl ~se~s) Place "[X)" afi .... h .... t exemp, from pdo, disclosure lncomc during rt~omng period Amount Code l ] [A-H} ~pe~eg. di ...... t. ur int.} Gross ~ aluc at end of rcpom~g pcri~ Value C~¢ : U’P) Va~ue Method { C~e 3 T~ns~lions during re~ing ~riod

Y~{e.g., Da~ [ Valuc [Gain [ buy, ~II ..... ’d~yy I C~e 2 Code [ ! redemption) ~ (J-P) (A-H) ’:

Id~titvof buy~ts;lkq (ilprivat¢ transaction)

103. -Broadeom Coo 104. -Broadcom Corp 105. -Broadcom Coq~ 106. -Chicos Fas Inc 107. -Chubb Corp 10g. Chubb Corp

Buy Sold (pan) Sold

02/2~’09 09/01/09 11/06/09 [

Sold (par0 Sold (pan) Buy Sold (parl) Sold (pan) Sold (parO Sold Sotd (part) Sold

01/26/09 09/01/09 06/25/09 09/01/09 02/26/09 09101/09 01/26/09 09/01/09 09/01/09 05126t09

109. Cigna Corp I 0. -C~gna Corp 11. -Cisco Systems lnc 12. -Cisco Syslems lnc 13. -Coach Inc 114. -Coca Cola Co 115. -Colgate Palmolive Co 116. -Companhia Vale Do Rio Doce (Name chg to Vale SA-Sp ADR) 117. -Concophillips 18. -Concophillips 19. -Cummins Inc Buy

Sold (part) Sold (panl 05/06/09

03/20,’09 09,’01/09

tS¢~ (’olumn~ C 1 ~d D3)

N =$250,0~1 - $501).000

0 ::$5fl0,001 - $1.(10~1.000

Pl ~,1 0(10.001 . gg.I|IR}.000

P2 =$5,000,001 -

FINANCIAL DISCLOSURE REPORT

N .... fP .... Reporting Standish, William L

Dat¢ofRcport [

Page 1 1 of 1 72

07/12/2010

[

VII. INVESTMENTS and TRUSTS - i ......... J ........... ions (Includes those of sp ...... d dependent children; st~pp. Jg-60 of J+ding instructions.)
[-~ NONE (No reportable income, assets, or transactior~.) A. |)escriplion of Asscls (including trust assets) Place "(X¢’ after each asset exempt from prior disclosure B. Income during reporting period (() Amount Type (e.g., Code I div.. rent (A-H) or int.) C Gross value at end of reporting period Value Code 2 (J-P) Value Method Code 3 (Q-W) Type (e.g., buy. Sell, redcmption) D. Transactions during rcporhng pcriod Identity of buyer]seller (if private transaction~

~--~ Date i Value Gain [ [mm]dd]yy Code 2 Code I [ (A-H~ [ ! (J’P) i ~[ 1 J 09/01/09 09/01/09 09/01/09

120. -Cummins lnc 121. -CVS/Caremark G~oup 122. -Danaher Corp 123. -Darden Restauranls 124. -DuPon! El De Nemours 125. -DuPon! El De Nemours 126. -EMC Corp 127. -EMC Corp 128. -EMC Corp 129. -Emerson Electric Co 130. -Ensco Intl Inc 13 I. -Estee Lauder Cos CI A 132. -Exelon Corp : 133. -Exelon Corp 134. -Exxon Mobil Corp 135. -Fedex Corp 136. -Fifth Third Bancorp

Sold (part) Sold (parl) Sold I part)

Buy Sold (part) Buy Buy Sold (part) Sold Sold Sold Sold (part) Sold (part) Sold (pan) Sold (part) Sold

04117/09 i09/01/09 07/21/09 08/03/09 09/01/09 03/20/09 01/05/09 03/06/09 04/17/09 09/01/09 09/01/09 09/01/09 01129/09

FINANCIAL DISCLOSURE REPORT ¯ Standish, William L.

Page 12 of 172

I

Name of Persou Reportil~,

Date of Report I

07/12/2010

[

NONE (No reportable income, assets, or transactions.)
Deception of Assets fincluding l~st as~ts} Place "(X)" after c~h asset exempt from pfor disclosure Income during re~mng period Gross value al end of reposing ~iod V~uc Code 2 [J-P) Value Method Code 3 fQ W) ~ ~ T~¢ (-g., buy, sell, redemption) rr~n~clions during rc~mg ~ri~

[

~,Am~nt ~ Ty~ (e.g, div.. r¢nL C~e[A.H)I[i: or lnl.)

~: Date ~ Value mm/d~/)~ C~e 2 (J-P) ~

Gain C~c I ~A-H}

ldenti~ of buy~iselkw fif private transaction~

137. -First lio~zon Nail Coo 138. -~ranklin R~ Inc
39. -Franklin Res lnc 40. -GAP lnc 41. -GAP lnc

Sold [pa~ ~uy
Sold (part) Sold

09/01/’09 01/26~09
09/01/09

01/26/00

Sold

02/09/09

142. -General Electric Co !43. -Gilead Sciences Inc
144. -Gilead Sciences Inc 145. -Gilead Sciences Inc 146. -Goldman Sachs Group lnc 147. -Googie htc

Sold ~parO Buy
Sold

09/0 0
09/01/09

(part)
Sold Sold 12/07/09 03/I 3/09

Buy

06;10/09

148. -Google lnc 149. -Google lnc 150. -Halliburton Co 151_ -Hess Corp 152. -ttess Corp 153. -Hess Corp

Buy Sold (pan) Sold (parO

08126/00 09/01/09 09/01i09

Buy Buy

01/28/09 03/20/09

Name of Person Reporting

Date of Report

PageFINANCIALI 3 of 172DISCLOSURE REPORT [ Slandish, William L.

07/12/2010

VII. INVESTMENTS and TRUSTS NONE (No reportable income, asse~, or transactions.)
A. Dcscrip~m~ of Assets 0ncluding ~st asse~s) Place "(X)" after each ~s~t B. Income during re~tl*ng period Amount , (A-ll) T~pc [c.g, or lnt ) C. Gross ~alue at ~d of reposing period Value (J P) Value Code 3 T~¢ (e.g., redemption~ ~ D, TransPorts during re~ing ~riod

[

Date

i Value [ Gain
" (J-P) (A-It) ~

identity of (ifp~vate

[

I~4. -Hess Co~ 155. -Hewlett Packard Co 156. -Hewlett Packard Co 157. -Hcwlett Packard Co

Sold (pa~) Buy Sold (pan) Buy

09/01/09 08126109

09/01109

09!I0/09

158. -llome Depot lnc 159. -Home Depot Inc 160. -Honeywell Int’l lnc 161. -Hospira Inc 162. -Human Genome Sciences Inc 163. -IBM 164. -IBM 165. -Intel Corp
166. -Intel Corp

Sold Buy Sold ~part) Sold (part) Buy Sold (pan) Sold (parl)

09~01/09 09116/09 09/01/09 09,’01109 12/08/09 08126109 09/01109

Buy Sold

03.’13/09 06/10/09

167.

-Intel Corp

168.

-Juniper Networks Inc

169. -Juniper Networks lnc 170. -Juniper Networks Inc

Buy Sold 1part)

02/26/09 06/10!’09

FINANCIAL DISCLOSURE REPORT Page 14 of 172

~ ....f~’ ..... .,~o,~.,~
Standish, William L.

v.t,,of.epo,’~
07/12/2010

i.,., .......,o,~ a.~.t.~e~,ho.,o VII. INVESTMENTS and TRUSTS - i ........ income, assets, or transactions.) ~ NONE (No C. ...... A. ’, ~
De~ripfton of As~ls (including ~st ~sscts~ Place "(X)" after c~h ~set exemp~ flora prior disclosure ] ’ h,c~m¢ during rc~ing perl~ Gross value at end of rc~mng peri~ Amount T>p¢ (e.g.. I Code I ] div.. rein. IA-H) or mr) Valuc C~c 2 (J-P~ VMu¢ Method Code 3 T~pc (¢g.. buy, sell. redcmpli~)

l’ran~clions

D.
[den~ity of huy~/sclle~ (if pri~ate

Value : Gain ~ Date ]mmid~/~ Co~ 2 Code I (J-P) (A-H)

171, -J~iper Networks lnc 172. -JP Morgan Ch~sc & Co 73. -J P Morgan Chase & Co 74. -JP Morgan Chase & Co 75. 76. -JP Morgan Chase & Co -Kbr [he

Sold (paH)

09/01/09

Buy Buy Sold (part) Sold (part)

: 02/09:’09 03/06/09 09/01/09 09/01/09

77. -Keycorp New 178. -Laboratory Corp Amer Hldgs 170. -Limited Brands Inc 180. -Lorillard Inc 181. -Lonllard lnc 182. -Lorillard Inc 83. -McAfee lnc 84 -McDonalds Corp 85. -McKesson Corp 186 -McKesson Corp 187. -McKesson Corp Sold Buy Buy Sold (pan) Sold Sold Sold Ipart) Buy Sold (part) Buy 01/26,’09 10/09,’09 01.’26/09 09.’01 10/09/09 08/04109 03,’20.’09 02/09/09 09/01/09 10/l 3/09

FINANCIAL DISCLOSURE REPORT Page 15 of 172

~ ....

f person Reporting [

Date of Repot!

Standish, Wigiam L.

07/12~’2010

[

VII. INVESTMENTS and TRUSTS -~. ........ t~o,,~ ..... ,io.,a.~t.aes,ho,.o/,p ...... ddepcnaentchltdren:seepp. 34-60offitinginstrucaons.)
NONE (No reportable income, assets, or transaction.)
De~riphon of Assets (including tms¢ as~ts) Placc"(X)" after each asset ¢x~pt ~om prior disclosure ~ Income during redoing pcrmd Gro~ value at cad ~ of rcpoamg period ........ Value C~e 2 I J-P) ~ Value Mcth~ ~ Code3 (Q-W) Type (cg., buy, self, redemption) Tran~cfions dunng reining ~r~

I Amount ’ T~e (e.g.. ~ Code I i di*’, rent, ’(A-H~ ~ ormt.)

Date Value Gain mmi~)~ C~e 2 I Code I ~ (J-P} ~(A-H} i

Identity of buyerisellm (ifp~i~atc t~ction)

188. -Med~onic lnc 189. -Merck & Co lnc
190. -Merck & Co Inc 191. -Microsofl Corp 192. -Molson Coors 13rev.lng Co

Sold (P~) Buy
Sold (pan) Sold (part) Sold Buy Sold (pan) Sold

09/01/09 03/18/09
09/01/09 09,’01/09 03/I 05/13/09 09/01/09 04/17/09

193. -Morgan Stanley 94. -Morgan StanIey 95. -MosiacCo

196. -National Oilw¢ll Varco Inc 197. -National Oilwell Varco Inc 198..News Corp lnc 199. -Nokia Corp Spon ADR
200. -Norfolk Southern Corp 201. -Northern Trust Corp 202. -Northern Trust Corp 203. -Novartis AG Spon ADR 204. -Occidental PetroCorp

Buy Sold Sold (pan) Sold
Buy. Buy Buy Sold Buy

01/05/09 04/29/09 [ 09/01/09 07/21/09
I 1/09/09 01/26/09 02/09/09 04/30/’09 04/28/09

l

(S~ C~lurnns CI and D3)

N =$250,001 - $5L10,000

O

FINANCIAL DISCLOSURE REPORT Page 16 of 172
VII. INVESTMENTS and TRUSTS - in .......
--] NONE
A. " B. Income during reporting period

s ....

fP ....

Reporting

DareofReport

Standish. William L.

07/12/20
d dependeat children; see pp. 34-60 o[ fillng in~tructionx)

~=e,, ...... ,~ns (Includes those of sp ......

(No reportable income, assets, or transactions.)
C. Gross value at cad of reporting period (I) (2) Value Code 2 (J-P) Value Method Code 3 (Q-W) (11 Type {e.g., buy, ~|l, redemption) D.

Description of Assets
(including lrust assets) Place "(XJ" after each asset exempt from ptaor disclosure i

Transactions during reporting period
(21 (31 141 Date Value mm/ddlyy I Code 2 i (J’P) (5) ldcraity of buyer/seller (ffpri~,atc transaction)

(ll [ 121 [Amountr[ Type ~,c.g., div., rent, ’[ Code I [ [ (A-H) [ or int.) ~~,

Gain Code 1 (A-H)

205. 206. 207. 208. 209.
210.

-Occidental Petro Corp -Omnicom Group Inc -Oracle Corp -Parker Hannifin Corp -Pepsico Inc
-Phillip M orris

Sold
(part)

09/01/09 09/01109 !09/’01/09 09/01/09 09/01/09
09/01/09

Sold (part) Sold (part) Sold

(p~)
Sold (part)
Sold

(part) 211. -Pfizer lnc 212. -Pfizer Inc 213. 214. -Pfizer Inc -PNC Finl Svcs Group Buy Sold (part) Sold 07/13/09 09/0~/09 02/09/09

215. -Praxir I nc 216. -Praxir Inc 217. -Praxir lnc 218. -Procter & Gamble Co 219. -Qualcomm Inc 220. -Qualcomm Inc 221. -Raytheon Co

Buy Sold (part) Sold Ipart) Sold (part) Sold (part) Sold Sold (part)

01/02/09 03/I 3/09 09/01/09 09/01/09 08/26/09 09/01/09 00/01/09

FINANCIAL DISCLOSURE REPORT Page 17 of 172 VII. INVESTMENTS and TRUSTS - in .......

IsStandish, 9,"illiam..... re a~po~tt~ .... L.

Date°fRtport 07/12/2010 I I

lue, t ....... ons ,Includes those o/sp ...... d dependent children; s’ee pp. 34-60,,filling instructions.) a

~

N ONE (No reportable income, assets, or trm~actio~.)

D.
~Scfiption of A~ets Ii~luding t~t ass~Is) Place "(X)" aRer each asset ¢xcmptfrompfiordisclosure ~ Income du~ng reposing ~r~od Amo~t T~e (e.g.. Codel i di¢..rcnL (A-It) or in,.) Gross value al end~ of rcoomng ~ ._ ~ ........ Value C~c2 (J-P) ’ Value I Meth~ C~e 3 T~ (e.g.. bay.~ll. redemption) Tr~sac~ons during re~ing Id~n~of buyerisctler (ifprivale tran~act~onl

~ Dare ]Value I Gain ’m~d~ C~e2 [C~I / (A-H} ¯ ~ I (J-P) ] ~ ~ ’

222. -Research in Motion

223. -Ross Stores Inc 224. -Ross Stores lnc
225. 226. 227. -Schwab Charles Corp -Schering Plough Co -Schering Plough Co (Merged into Merck)

Sold (part) Sold
Sold (part) Sold (pan)

06/30/09 07/01/0~
09/01/09 09/01/09 I 1/05!09

228. -Sempra Energy 229. -Starbucks Corp 230. -St Jude Medical Inc 23 I. -St Jude Medical lnc 232. -St Jude Medical Inc 233. -State Street Corp 234. -State Street Corp 235. -State Street Corp 236. -Taiwan Semiconductor Mfg Co AI)R

Sold (part)

09/01/09

Sold (part) Sold {pan) Sold Buy Sold (part) Sold Buy Sold (part)

06/24/09 09/01/09 I0/I 3/091 05.,"27/09 09/01/09 12/16/I)9 03/06/09 09/01/09

237. -Taiwan Semiconductor Mfg Co ADR 238. -Target Corp

FINANCIAL DISCLOSURE REPORT Page 18 of 172

IN,me
[ Standish, William L.

of Per,son Rtportlng

Dal’t of Report

07!12/2010

~

N ONE ~Vo reportable income, assets, or transactions.)
. ............

~

A. Descnphon of As~ts [i~hMmg ~sl assets~ PI~ "(X)" after each ~s~ exempt from prior di~losure

j

B Income during re~mg period

C. Gross ~ alue at end of reposing pen~ Value Code 2 O-P) Value Mcth~ Code ~ (Q-W) T~e (e.g., buy, ~11, redemption)

D. T~ans~ions dunng rc~mg

~e [e.g. Cede I dry.. ~cnk [A-H) i or int.) ~ [[

Date Value [ Gain mm,’d~y Code 2 [ Co~ I O-P) ~ [A-H) : I ~/30/09 09,~01109 09/01/09 09/10/09 01/26:09 03/10/09 09101;09 11/12/09 04/02/09

ldent~ of buyeri~llcr (i[private ~clion)

239. 240.

-Target Coo -T~get Co~

Buy Sold (paa) Sold (pan) Buy Sold ~part) Sold Ipart) Sold tpart) Buy

241. -Textron Inc 242. -Textron Inc 243. -ThermoFisher Scienlific Inc 244. -ThcrmoFishcr Scientific Inc 245. -ThcrmoFisher Scientific Inc 246. -ThermoFisher Scientific The 247. -Time Warner lnc (SpinoffofTime Warner Cable) 248. -Time Warner lnc 249. -Trine Warner lnc (Spinoffof AOL)

Sold (part)

09/01/09 12/I I109

250. -Time Warner Cable Inc iRecd fr Time Warner spinof0 251. -Time Warner Cable Inc 252. -Tyco Intl Led 253. -Tyco Intl Led 254. -Tyco Intl Led 255. -Unilever PIC ADR

Spinoff (flora line 247) Sold

04/02/0q

Buy

03!19i09 09/01/09 12117/09

!parl)S°ld Buy

FINANCIAL DISCLOSURE REPORT Page 19 of 172
Vll. INVESTMENTS and TRUSTS- i.,:,,.,,, ~,t,,.

Name of Person Reporling ¯ Standish, William L.

Date of Report 07q212010

I

......

tlo#sCtnclu,testhoseofsp ......

dae~n~tchltdren;setp~ 34-600ffilingins.ucffong)

NONE (No reportable income, assets, or transactions.) Deception of Assets {including trust as~ts) Place "IX)" after each ~sc~ exempt from prior disclosure ~ Income during re~ingpcnod Gross value at end ~ of topping Va~ue C~e 2 O-P) Value Method ’ Code 3 (Q-W~ Tran~ctions during re~mg

~Amoum Type ~e.g [ Code 1 , . div., r~mL ~A-HI [ or int ~

[

~

T~e (e.g., [ Date [ Value buy,~cll, ]rn~d~ ] Code 2 redemption) (J-P) :. Sold (paa) 01/26/09 05/26109 09/01/09

Gain C~c I (A-tI~

Idt~fi~ of b~cr]~l[er (if private nansacuon~

256. -U S ffanco~ Del 257. -Vale SA-Sp ADR [Reed fr Companhia Val~ name change} 258. -Vale SA-Sp ADR 259. -Ve~ex Phan~acutals 260. -Ve~ex Pha~acutals 261. 262. 263. 264. -Vertex Pharmaculals -Viacom Inc -Visa Inc - CI A -Visa lnc- CI A

Spinoff I~om line 116) Sold (paa)

Buy Sold Ipart)

03/11 09/01/09

Buy Sold ~ pan) Sold Sold (par~) Sold (parl) Buy

01/30t09 0%’01109 06/15/09 01,’26/09 09/01/09 09/02/09

265. -Wal-Mart Stores Inc 266. -Wells Fargo & Co 267. -Wells Fargo & Co New 268. -Whirlpool Corp 269. 270. -Wyeth -Wyeth

Buy Sold Sold (part)

01/26/09 07/13/09 09/01/09

271. -Wyeth 272. -XTO Energy lnc

Page 20 of 172 VII. INVESTMENTS and TRUSTS - ~ ....
.......... ~.
Dcscnpnon of Asse:s ~tnclodmg ~t a~ets) Place "(X)" a~er each ~t exempt ~om prior d~sclosure

st~.aish, \Villia,. t,. value,, ........

07Jn./20tO

tions tlncludes those of sp ..... ~ d~enden, children; xee pp. 34-60 of filing i~truction~)

~ NONE (No r~Tortable income, assets, or transactions.)

- .......~
Income during reposing period I Amoum~ T~ (e.g.. ~ Code 1 ~ di~.. renk <A-H) ] or int.)

c.
Gross value at end of r~oaing period Value C~e 2 [ ~J-P) ~ ..... Value Met~a C~e 3 ,O-w) ] T~e (e.g.. buy. ~ll. redemption) ~ . Open Sold Buy Sold (part) Buy Sold Buy Buy Sold (part)

D
TreaSons dunng re~ing _.~ Gain ~ Date ~ Value ~m~’d~’~ ~ Code 2 Code 1 [ (J-P} {A-ID [ , ...... 01/01~09 09/01~ 01/02/09 09/01 !(Y) 01i05/09 02/05/091 09/O3/09 01/O2/09 09/01!09 Identi~ of buyer!seller ~if private ,ion,

[
i

273. -Dreyfus~ewton lnll Equity (rec 17 BNY Mellon name chg) 274. -Dreyf~,Newlon Intl Equily-I 275. -Dreyfus Prom Strat Glbl ST- 1 276. -Dreyfus Prem Strut Glbl ST- 1 277. -lshares MSCI Emerging Mkts Index Fd 278. -Ishares MSCI Emerging Mkts Index Fd 279. -[shares S&P GSCI Commodity-lnd 280. -Strategic Global Stk Fund 281. -Strategic Global Stk Fund

282. -Bny!Ivy M-S Iledge Fd 283. -BNY Mellon Emerging Mkts Fund CI M Buy Buy Sold (part) ] 02/05/09 09/01/09 09/01109

284. -BNY Mellon Emerging Mkts Fund CI M 285. -BNY Mellon Emerging Mkts Fund CI M 286. -BNY Mellon Int’l Fund CI M 287. -BNY Mellon Mid-Cap Stock Fund C1 M 288. -BNY Mellon Mid-Cap Stock Fund CI M 289. -BNY Mellon Mid-Cap Stock Fund CI M

Buy Sold (part)

O3130/09 09/01/09

FINANCIAL DISCLOSURE RE PORT

n .... f P.~. repor~*~
Standish, William L.

[

D.,e or report

Page 21 of 1 72

I
D Tran~cfions dunng tc~ing ~riod T)3~e (e.g.. buy. ~ll, redemption) Date mm/d~"~ Value ~ Gain C~c 2 ’ Code 1 (J~P) ~ (A-H)

07/12/2010

VII. INVESTMENTS an d TRUSTS - i ........ ~u.. t ...... tions (Includes those of sp ...... d dependent children; see pp. 34-60 o/fillng instructions.)
NONE (No reportable income, assets, or transaction.) A, ~rlp~on ol Assc~s {including Tmsl ~g~ls) Place"!Xl" after each ~sct exempt from pno~ di~losur¢ ----~. Income during re,fling p~iod Amour ~ Ty~ {e.g., C~¢ I :: div., rcnL (A-H) ~ or me.) ] c. ] Gross ~ aluc at end ~ of rc~mg period Value C~c 2 (J-P) ! Value Mcth~ [ Code 3

ldcnti~y af buycr/~llcr

290. -BNY Mellon Natl Inte~ Muni ~ Fd CI M 291. -BNY Mellon Nail Intenn Muni Bd Fd CI M 292. -BNY Mellon Natl S,’T Muni Bd Fd CI M 293. -BNY Mellon Nev, ton lnll (name chg to Dreyfus,rNewton) 294. -BNY Mellon Optima L/S Strategy Fd 295. 296, -BNY Mellon Small Cap Stock Fd CI M -BNY Mellon Small Cap Stock Fd CI M Buy Sold (part~ Sold (part) D Div & lnt PI T Mort Mkt Sold Sold (part) 05/06.’09 0%’01~’09 09~03/09 09/03/09 Sold Sold lpart) 02/26/09 03/10/0~ 03/30/09 09/’01/09 O9/01/09 1. G See Section Vlll Buy Buy 09/01/09 (~/01/09 01/02,’09

297. -BNY Mellon Small Cap Stock Fd CI M 298. -BN¥ Mellon US Core Equity 299. Trust #3 (I/6 Income Int) 300. -BNY Mellon Nat’l Muni MM Fund 301, -Abbott Laboratories 302. -Accenture Lid 303. -Acccnture Ltd (Exch for Accentttre PLC 304. 305, -Accenture PLC ~,Rec fr Accenture Ltd) -Adobe Systems lnc

306. -Aetna Inc

FINANCIAL DISCLOSURE REPORT

t~ ....fP .....Reporting

DateofRepott [

Page 22 of 172
VII. INVESTMENTS and TRUSTS - ~.~. ......

Standish, William L.

07/12/’2010

[
tions (Includes those of sp ..... nd dependent children; see pp. 34-60 of filing instructions.) t.e. t ......

NONE (No reportable income, assets, or transactiot~s’.)
j ~ Dcsc~ption of Assets I.includlng ,~, a~¢ts) Income during I Gross value at end of r¢~ing pcri~(i) (2) ~ ~, (I) Tran~ctions during tc~mg ~riod ~’-(2) .... ~ (3) (4)

J

~ (I)l reposing ~riod(2~ l

307. -Aetna lnc 308. -Alliance Data Systems Corp 309. -Ameriprises Fin’l lnc 310. -Amenpr~ses Fin’l lnc 311. -Amgen Inc
312. -Amgen Inc
313. -Amgen Inc -AOL lnc (Reed l~ TimeWamer spinoff) -Apache Corp

Sold Sold (part) Buy Sold (part)

~/18/~ 09/01,."09 01/26/09 09/01/09

Buy
Sold

04/29/09
09/01/09

(part)
314. 315.

Spinoff
(from line 481) Sold (part)

12/11/09

09,’01,09

316. -Apple lnc

317. -Apple lnc 318. -Apple lnc 319. ~20. -AT&T Inc -Aurally Inc

Buy Sold (part) Sold (part) Buy Sold (part) Sold (part) Sold

06/10.’09 09,’01/09 O9/01/09 t, kS/15!09 09i01/0q 01/29/09 02,’11/09

321. -Autoliv Inc 322. -Bank of AmericaCorp 323. -Bank of America Corp

FINANCIAL DISCLOSU RE REPORT
Page 23 of 172
VII. INVESTMENTS an d TRUSTS - i, ........

N ....

f P ....Reporting [

DaI, of Repor~

Standish, William L.

07/12/2010

[
~.,,, ....... ,finn, (Include., those of xp ..... d dependent children; xee plx 34-60 o/filing

~
[ ]

NONE (No reportable income, assets, or transactions.)

[ .......

~.

- ....

a.
Income during reporting period ’Amounl Ty~ (e.g.. Code I[ div.,rem, ] (A-tl} cr ira.) Value C~e 2 ,J-P)

c.
Gross ~a[uc at end of ~poning period ] Value Meted Code3 T~ (~.g.. buy, scll. redemption)

" ...... ~ ........................
Iran~c~ons during reporting . Date Value Gain ~mm/d~’~ (’o~ 2 Code I ,, (J-P) ~ (A-H, ~ Id~li~ of huycr.~l[er (if private

Dc~r~ption of Asse~s (includ mg ~gt assets) Place "IX)" after c~h as~cl cxemp~om prior di~losutc

324. -Bank of America Co~ 325. -Bank of America Coop
326. -Bank of America Corp 327. -Best Buy lnc 328. -Best Buy lnc 329. -Blackrock Inc

Buy Buy
Sold (part) Buy Sold Buy
Sold

05/06/09 06/1gi09
09/01/09 03/20/09 ’09/01/09 04/29/09
09/01,’09

330. -Blackrock Ira:

{part)
331. -Broadcom Corp CI A 332. -Broadcom Corp CI A 333. -Broadcom Corp C} A Buy 02/26/09

(pa~)
Sold

Sold

09/01/09 11/06,’09

334. -Chubb Corp

Sold (pan) Sold (par0 Buy Sold {parO

01:26,;0~

335.

-Chubb Corp

09/0lilY) 06/24/09

330. -Cigna Corp 337. -Cigna Corp 338. <gisco Sys Inc 339. -Cisco Sys Inc

09/01/09 02/26/09 09,01/09

(pa~)
Sold (part) Sold (pan)

Sold

340.

-Coca Cola Co

09/01/09

ISer Colum,~ C I and D3!

N =$250.001 - $500.000

O =55~).001 - ’l 1,00D.000

PI =$l.f~0,00| - $5,000.090

P2 =$5.000.001

FINANCIAL DISCLOSURE REPORT Page 24 of 172

;~ .... fPer,on Reporting Standish, William L.

Da|¢ofacport [

07/12/2010

[ Vll. INVESTMENTS and TRUSTS - ~ ......... ...........io., ~
NONE (No reportable income, ~sets, or transactions.) De~riplion of As~s (including tm~l a~ts) Place "1X)" afl~ each ~t c~pt #om prior disclosure ........................... 341. -Coach Inc 342. -Colgale Palmolivde Co 343. -Companhia Vale Do Rio Doce ~Name chg to Vale SA-Sp ADR) Sold (pan) Sold lpart) Buy Sold (part) Sold (part) Sold Sold (part) Income during r~ning period {~) (2) Amount Type (e.g.. Code I dlv.. rcnk (A-H) or mr.) Gross value at end of reposing period Value [ Value Code ~ Mclhod Code 3 ~J-P)IQ-W) ~ "F)~e (e,g., buy. sell redemption) Tr~ctions during re~mg ~riod , [ Da~ ~mm/~’~

Value Gain C~c 2 ; C~e I (J-P) (A-H)

Identi~ of buyer/seller (if pr~vale lr~ct~on)

Sold Sold

01/26/~ 09/01/09 05/28;09 03/20!09 09/I) 1/09 05/06/09 09/01/09 09/01/09 05/27/09 09,,01/09

344. -Coocophillips 345. -Concophdlips 346. -Cummins Inc 347. -CuJnmins lnc 348. 349. 350. -CVS:’Caremark Corp -Darden Restauran~ lnc -Danaher Corp

351. -Directv Group Inc 352. -DuPont El De Nemours 353. -DuPont El De Ne~nours 354. -EMC Corp Mass 355. 356. -EMC Corp Mass -EMC Corp Mass Buy Sold (part) Buy Buy Sold (part) Sold 04/17/09 09/01;09 07/21/09 08/03109 09/01/09 03/19/09 i

357. -Emerson Eleclric Co

I Income GamCodes

A-$1,00Oorlesn

B=SI,(’~)I "$2.5I10

(’=$2,501 - $5,000

D=$5.001-$15,0¢M~

E=SIS,00I - $50.000

FINAN CIAL DISCLOSURE REPORT Page 25 of 172

s.,~. of ve,~o~ a.~.in: Standish, William L. }

07!IZ~010

VII. INVESTMENTS and TRUSTS - i ....... t~,. ..... ~io~ a~,~o,~ o1~ .... ~
NONE (No reportable income, assets, or transactions.) Description of Asscls (including ~st ~s) Place "(XJ" ah~ each asset exempt from prior di~l~s~¢
..................

lncom¢ during r~ing ~od (1) (2) Amounl Type (e.g., dlv., rent, ~ (A-}I)I Code or int.) ,

[ Gross value at ~nd of ~epo~ing (U (0 (2) Value Value T)~ (e.g., C~c 2 Method ’ buy, ~11, Code 3 i rcdcmpfon) (J-P)

Transactions during rc~ing ~riod ~ (2) ¢3) ~ (4) ~ Dale ~ Value Gain [~m/d~i~ [ (I-P) (A-H) (5) ldentity of (ifpti~ale

3~8. -Ensco lnt] lnc 359. -Estee Lauder Cos CI A 360. -Exelon Cow 361. -Exelon Carp

Sold Sold Sold (pan) Sold

01 03/09/I)9 (],4,;17!09 ~/01,;09 09t01/09 09/01/09 01/29/~ 09/01/09 01/26y09 (~9,:01/09 01/26/09 02/09;09 09101/09 09/01109 01/26;09 17’,’07/09 03/13/09

(
362. -Exxon Mobil Cow 363. -Fedex Carp 30,.1. -Fifth "l’laird Carp 365. -First Horizon Natl Carp 366. -Franklin Res lnc 367. -Franklin Res Inc ’ 368. -GAPlnc 369. 370. -GAP h:c -General Electric Co

(P~)
Sold (part) Sold (part) Sold Sold (partl Buy Sold (part) Sold (part) Sold Sold (part) Sold Buy Sold Sold

’ 371. -Gilead Sciences lnc 372. -Gilead Sciences lnc ’373. -Gilead Sciences Inc 374. -Goldman Sachs Group lnc

Columns (’1 and D31

N = S250.(w)l - $ ~)0..e~O0

O =$50().~11 - $ I.~q(I.000

Pl =$1,(]OOJh] 1 - $5 ~g}.(’g’),D

P2 =$5.~ ),~1 - $2’; 000 00(~

FINANCIAL DISCLOSURE REPORT Page 26 of 172 VII. INVESTMENTS and TRUSTS - ~ ........

Standish. William L.

07112/2010

NONE (No t-eportable income, ossets, or transactions..) A. Oescfption of Assets (including ~sl assets) Place "~X)" after e~h asset exempt ~om prior ~sc!o~re ~ B. Income during rc~ing peri~ ’ 11) Amount T~ (c g.. ~ C~e I ~ d~v..renL (A-H)~ or int.) C. I I Gross value a~ end of reposing peri~ ~ Value ] C~ 2 (J-P) Vatuc Method Code 3 (Q-W) T~ (e.g., buy, ~11. r~emption) D. Tran~ctions cluing re~ing ~od : ~ Da~ Value ~mmld~’~~ C~e 2 :: (J-P) ] : 06/10/09 08/26/09 09/01/09 ~] Gain C~c I (A-H)

Identi~ of buysseller (ifprival¢ transaction)

375. -G~gle In¢ 376. -Googl¢ Inc 377. -Google Inc 378. -Ilalliburton Co 379. 380. 381. 382. -ltalliburton Co -Halliburton Co -Hess Corp -tless Corp

Buy Buy Sold (part}

Buy Sold (part)

01/02/09 09/01/09

Buy Buy Sold (part) Buy Sold (part) Buy Sold (part) Buy Sold (part) Sold (par0

01126/09 03/30/09 109/01/09 08/26./09 09/01/09 09:10/09 09/01/’09 09/16/09 09/01/09 09/01/09

383. -Hess Corp 384. -Hess Corp 385. -Hewlett Packard Co 386. -Hewlett Packard Co 387. -ilewlett Packard Co

388. -Home Depot Inc 389. -Home Depot Inc 390. -Honeywell Inl’l Inc 39t. -Hospira lnc

FINANCIAL DISCLOSURE REPORT Page 27 of 172

s,,~ of P~r~on l~eporfing

Standish, William L.

07/1~’2010

NONE (No reportable income, assets, or transactions.)
Description of Asse~s [including ~ assets) Place’(X)" after c~h as~-t from prio~ disclosure tn~m¢ d~ng reposing period._ .~ O) ] ~2) Amounl T~ (e.g.. div.,r~mt, I C~ I : (A-H) or int.J Gro~ value at end [ of reporting pc~ (0 ~ (2) Value ~ Value Code 2 [ Me~ {J-P) C~¢ 3 (Q-W) it) [ T~e (e.g., [ buy. ~11, [ redcmpfi~) ~ Tran~ctio~ during re~mg ~r~ (2) (3) ] (4) Date Va~uc~[ Gain mm.dO~ Code 2 l~ [ O-P) ] (A-H) (5) Identity of 0fpnvatc Ir~saction)

392. -IBM 393. -IBM 394. -Int¢l 395. -lntel Con? 396. -Intel Corp
397. -Johnson&Johnson Sold 01.126/09

Sold
(pa~)

08/26/09 09/01i~

Sold (pan)

Buy Sold

03113,/09 06/10/09

398. -Juniper Networks lnc 3~9. -Juniper Neworks Inc
400. -Juniper Neworks Inc

Buy
Sold (part) Su~d (part)

02126/09
06/02/09 09/01/09

401. 402.

-Jtmiper Neworks lnc -JP Morgan Chase & Co

403. -JP Morgan Chase & Co 404. -JP Morgan Chase & Co 405. -JP Morgan Chase & Co 406. -Kbr Inc

Buy Buy Sold (part) Sold (part) Sold Sold

02/11109 03,’06.,’09 09/01.’09 09/01109 05/27/09 1D/09109

407. -Keycorp New 408. -Laboratory Con? Amer Hldgs

FINANCIAL DISCLOSURE REPORT

[ ~ .... f~. ..... ,.~oni.g
Standish, William L.

Page 28 of 172

07il2/2010

VI 1. INVEST~NTS and TRUSTS - i .... ,, ~alut, t ...... tions [Includes those of sp ...... d dependent children; seepp. 34-60 of filing instruc~ons.)
NONE (No reportable itrcome, assets, or transactiog~.) A. De~iption of As~ts {incl~ing trust assctsl P~e’~Xl"afit~ch~t excmpl from prior disclosure : : B. Income during ~ng~tiod ~ C. Gross value al end ofrc~ing period ~ Value ~ Code 2 [ ~J-~ Value i Mcth~ [ Coae3 I (Q-W) T~(eg., buy, sell, redcmption~ D. Tran~ctions dunng rc~amg

~,~t[ T~(e.g.. Code I [ di~.. ~mk . (A-H~ [ or int3 [

Date Value Gum mm.~d~’yy Code 2 Code I ~0-~}]IA-H) i_. ~_ _

buyer~clter (ifpn~ate transacn~)

4~. -Lofill~d lnc 410. -Lorillard Inc 411 -Lorillard Inc 4 ! 2. -Limited Brand.,; lnc 413. -McAfec

Buy Sold (pan) SOhl Buy Sold Sold (part) Sold Buy Sold (part) Buy Sold (part)

01/26/09 09/01/’09 10,/09/09 10!08/09 08/03/09 03/20,/09 I 05/12/09 02/09,’09 09/01/09 I 0/13/09 09/01/09

414. -McDonalds Corp 415. -McDonalds Corp ~ 416. -McKesson CoW

417. -McKesson Corp 418. -McKesson Corp 419. -Medtronic lnc 420. -Merck & Co lnc 421. -Merck & Co lnc 422. 423. -Merck & Co lnc -Merck & Co Inc (Merged w Schering Plough)

Buy Sold (part)

03/18/09 09/01/09 1/I 5/09

424. -Microsoft Corp 425. -Molson Coors Brewing Co CI B

Sold (part) Sold

09/01/09 03/18/09

FINANCIAL DISCLOSURE REPORT Page 29 of 172

N ....

f P .... Reporting [

Date of Report

Sin,dish, William L.

I
D Tr~ct~ons dunng re.fling ~ri~ O) T~ (e.g., buy, sell. redemption) (2) [~-" ~) Date Va ue i Gain m~d~yy Code 2 [ Code I 13-P~ / ~A-H~ ]

I.)7/12/2010

VII. INVESTMENTS and TRUSTS - i~ ....... i.e, t ...... lions (Includes those of sp ..... nd dependent children: see pp. 34-60 of fillng instruaions.)
NONE ~o reportable income, assets, or ~ansactions.)
A. Description of Assets (including trust ~) Pl~e "iX)~ ~ e~h as~ exem~ l~om poor d~losu~ B. Income dunng reporting period (~) (2~ Amount T~e le.g.. C~e 1 div., r~k {A-HI or rot) C. Gross value at end of rc~ing peri~ ~ (2) Value Code 2 {J-P) [ Value Meth~ [ [ c~ 3 [ (Q-~)

~5) IdenliW of buyertsellcr (ifpnvat¢ tr~saction!

426. -Morgan Slanl~

Buy

05/IZt00

427. -Morgan Stanley 428. -Mosiac Co 429. -National Oilwell Varco Inc
430. -National Oilwell Varco lnc

Sold (pan) Sold Buy
Sold

09/01/09 04/17!09 01/05/09
04/28/09

431. -News Corp Inc 432. -Nokia Corp Spon Adr 433. -Nortblk Southern Corp 434. -Northern Tr Corp 435. -Nonhero Tr Corp 436. 437. -Northern Tr Corp -Novanis Ag Spon Adr

Sold (part~ Sold Buy Buy Buy Sold Sold Buy
Sold

09/01 07/21 11/06!09 :01126/09 02/09,’09 05/27/09 04/29/09 04/28,’09
09/01/09

438. -Occidental Petro C0rp
439, -Occidemal Petro Corp

(pan)
440. -Omnicom Group lnc 44 I. -Omnicom Group In
442~ -Oracle Corp

Buy Sold

01/02/09 09/01 !09
09/01!09

~paa)
Sold (part)

(.~ee C’olurnns 131 ~nd D4~

F ~$50.001 - SI~L~00

G =$1~’,001 - $1,0~X.h~

HI "51.00~,00t - $ 5,0~’.0~0

tl2 =More {han

FINANCIAL DISCLOSURE REPORT Page 30 of 172

N,me of P ....Reporting

D~t¢ of Report

Staudish, William L.

07/12{2010

t.~, t .......ions (Includes those o)¢sp ..... nd dependent children; seepp. 34-60 of ]illng in.ttructions.) VII. INVESTMENTS and TRUSTS - i ......... ~] NONE (No reportable income, assets, or transactions.)
Descr|ption of Assets (including Irtlst assets) Place "(‘X)" after each assc! exempt from prior disclosure Income during rtvorting period t Amount ~/’ype (,e.g., Code I di’~., rent, : or int.) (A-H) Gross value at end of reporlmg p~iod Value Code 2 (J’P) Value i Method l Code 3 (Q-W) ] Type [e.g., buy, sell, redemption! Transactions during reporting r.,cnod

Dale Value Gain mmldd/yy Code 2 [ Code I (J-P)[ (A-|l) i

Identity of buyL’r..’sclkx (ifpri’,,ate transaction)

443.

-Parker Hannifin Corp

Sold

09:’01/09 09/01/09

[part)
444. -Pepsico Inc 445. -Pfizer lnc Sold

446. -Pfizer lnc
447. -Pfizer Inc 44g. -Phillilp Morris

Buy
Sold Sold (part) Sold

07/10,’09
09/01109 09/01/09 02~0g/09

449. -PNC Financial Svs Group 450. -Praxir lnc 451. -Praxir lnc

Sold (part)

03/13/09

(pan)
452. -Procter & Gamble Co Sold I Pan) Sold (pan) Sold Sold {pan) Sold

Sold

09/01/09 09/01i09

¯ -153. -Qualcomm In(:

08/26/09

454. -Qualcomm lnc 455. -Ra)~theon Co 456. -Ross Stores

09/01/09

09~’01/09 06/30/09

(part) 457. -Ross Stores 458. -Schering Plough Corp
459. -Schering Plough Corp (Merged into Merck & Co)

Sold Sold
(pan) Merged (with line 423)

0710~109 09/01/09
11105/09

I h)com~ Ga)n Codes

A =$1,000 or less

B :$l.0~l - $2.500

C =$2,501 - $5.000

D ~$S.~l - $15.~}

E :$15.001 - $5t),L~dO

FINANCIAL DISCLOSURE REPORT Page 31 of 172 VIi. INVESTMENTS and TRUSTS - i~c,,,,, volu,. , ......

I

Name of Person Rep~ting

Date of Report

07/12/:0~o ~io,~ (Includes those of spou .....
C. ~ [ Gross ~alue of re~ing period Value C~e2 O-P1 [ ~ Value " Met~ Code3 (Q-W T~ (e.g., buy, sell, redemption} d de~n~nt children; seepp. 34-60 of f!ling ins,uctiong)

I Standish, William L.

NONE (No reportable income, assets, or transactions.) A Dc~ription of Assets limiting trot ~ts) Place "(X)" after ¢~h asset exempt from prior di~losurc B Income d~ing ~mng p~iod [ :Amount I "[)pc It’g., [ C~e 1 ~ div., renL : (A H} ormt.) D.

Value Gain ~~ .... i mm/d~’~ ’ Code 2 Co~ I , {J-P) [: (A-H) 1

Identity of buy~’sell~ lifp~vate

4~. -Schwab Charles Co~ New 461. -Sempra Energy 462. -S~le SUeet Co~ 463. -State Street Corp 464. -State Street Corp 465. -St Jude Medical Inc

Sold Sold ~p~) Buy Sold (part) Sold Sold (part) Sold (part) Sold Buy Sold (part) Sold

09/01 09/01/09 05.’27/09: 09/01/09 12/16/09 06/24/09 09/01/09 10/13/09 03/06/09 09/01/09 11/16/09

466. -St Jude Medical lnc 467. 468. 469. -St Jude Medical Inc -Taiwan Semiconductor Mfg Co -Taiwan Semiconductor Mfg Co

470. -Taiwan Semiconductor Mfg Co

! 471. -Target Corp
472. -Target Corp 473. -Textron Inc 474. -Textron Inc 475. -ThermoFisher Scientific lnc 476. -ThermoFisher Scientific lnc

Buy
Sold tpaa) Sold (part) Buy Sold

06/15/09
09/01109 00!0U09 09108/09 01/26/09 03,q0/09

~p~)
Sold (part)

FINANCIAL DISCLOSURE REPORT

Name of Person Reporting [ Standish, William L.

I

Date of Report

Page 32 of 172 VII. INV ESTMENTS and TRUSTS - i.,, ...... .~.
~ Descriptmn of Assets l including t~M ~tS) Place a~ ch ,sse, p, ,ore ptio, discl ...... i [ Income during rc~aing ~rmd

tu,, tr ....... ions (]ncludes those of sp .....

nd dependtnt children; seepp. 34-60 ogJiting instruction~.)

NONE (No reportable income, assets, or transactions.) Gross value at end of reposing pert~ Value Co~2 Value Mc,hud Type buy. ~11. Tran~ctions during ~c~ting ~riod

] .....

A ......t {eg. C~cl I a ....... k

Date

Value Gain

Imm/dd/yy ] Code 2 C~el

Id~liD" of buycr/~ller

477. -The~oFisher Scicnlific Inc 478. -~em~oFi~her Scientific Inc 479. -Time Warner Inc (spinoffTime Warner Cable) 480. -Time Warner Inc 481. -Time Warner lnc {spinoffofAOL} 482. -Time Warner Cable lnc Hecd fr Time Warner spinoff)

Sold {paa) Buy

09/01/09 11/12/09 04/02/09

Sold

~part’~

09/01/09 12/I 1/09

Spinoff (from line 479) Sold

04/02/09 06/04/09

483. -Time Warner Cable Inc
484. -Tyco Inll Lid - W/I

485. -Tyco lntl Ltd - W/I 486.

Buy Sold (part) Buy Sold

03/19/09 09/01/09 t2/17/09 01/26/09 05/2.8/09

-ryco lntl Ltd- W/I

4S7. -Unilever PLC ADR 488. -US Bancorp Del

489. -Vale SA-Sp ADR (name chg frCompanhia Vale Do Rio Doce) 490. -Vale SA-Sp ADR 491. -Veretex Pharmaceuticals Inc 492. -Vcretcx Pharmaceuticals Inc 493. -Veretex Pharmaceuticals lnc Buy Sold (part) Sold {’part)

09/01/09

03/I 1/09 09/01/09

FINANCIAL DISCLOSURE REPORT Page 33 of 172

sta,,aish, William L.

07/12/2010

NONE (No reportable income, assets, or ~ansactions.) " ~" Descriptien of Asse~s (including ~t ~sets) Place’(X)" after each assc~ exempl~ompdordi~lt~u~e D. Income during r~o~ing per~ Amount T~lc g. ~od¢l (A-H) I di~.,~enk ) ~ ...... Gro~ valuc at end of re~tng p~iod [ Value Co~2 [ (J-P) [ Value Mclht~ Code3 (Q-W) T~e (e.g., huy,~lI. r~emption) Dale ; Value Gain ~ ~mmid~ Code2 ~Codet (J-P) (A-HI ~ 01i30109 0W01/09 05/12/09 06/15/09 01126,109 ! 09/O1,’09 09/02/09 01/2_6/09 O7/10/O9 09/01/09 03/27/09 08:28I(19 08/31/09 08/31/09 08/31109 Buy Sold 01/02.’09 08128/09 I ldmti~ of b~cr/scllcr (ifpri .... ~ransaction)

494. -Visa Inc CI A 495. -Visa lnc CI A 496. -WaI-Mart Stores Inc 497. -Wal-Mart Stores Inc 498. -Wells Fargo & Co New 499. -Wells Fargo & Co 500. -Whirlpool Corp 501. -Wyeth 502. -Wyeth 503. -XTO Energy lnc 504. -Dreyfias Mid Cap Index Fd 505, -Dreyfus Mid Cap Index Fd 506. -Dreyfus!Newton Intern Equity-I 507. -Dreyfus Prem Strat Glbl St-I 508, -Dreyfus Prem Strat Glbl St-I (name chg to Strategic Glbl) 509. -Dreyfus PrG1 Real Estate Fund 510. -Dreyfus Pr GI Real Estate Fund

Buy Sold (part) Sold (part) Sold Sold ( part ) Sold (part) Buy Buy Sold Sold (part) Bot Sold (part) Buy Buy

FINANCIAL DISCLOSURE REPORT Page 34 of 172

Standish, William L.

07/12/2010

I~,0, VII. INVESTMENTS and TRUSTS-~ ......... .......~..a~.d~,*o,.o/.p ......~p,,~,~,e~it~,,~;,~o~o. $4-60 of filing instruc6on~)
~ NONE (No reportable income, assets, or transactions.) .............. ~ "D~c~ption of As~Is {including tmsl a~s) Place "(X~~ afi~ each ~t exempt from prior disclosure ~ [ B. Income during re~mg ~iod C~" Gross ~alue of reporting p~M Value C~e 2 (J-P) ~ Valug Meted (Q-W) Buy Buy 09/03/09 01/0~09 08/31/09 T)~e (e.g., buy. ~ll, D.

[Amount ~ Type (e.g., t C~e I ] div.. renL j (A-H) / ormt.)

] (2~---~

Date :~ Value mm/d~’~ ~ C~c 2 ,

Gain C~c I

Id~tity of buvcr/s~[~ . tr, ns~tion}

,
~

51 I. -lshares S&P GSCI Comm~ity-lnd 512. -Iv)" Multi-Strategy tledge Fund 513. -Strategic Global Stock Fund (rec fr IMeyfus Strat name chg) 514. -BNY I lamilton Glbt Real Estate 515. -BNY Mellon Emerging Mktx Fund CI M 516. -BNY Mellon Int’l Fund CI M 517. BNY Mellon Mid Cap Stock Fd CI M

Buy Sold (part) Buy

08/31,"09 08128;09 03130;09

518. -BNY Multi-Strategy lledge FD 519. -BNY Mellon Nail Interm Muni Bd Fd CI IM 520. -BNY Mellon Natl S,:T Muni Bond Fd 521. -BNY Melton Optima t./S Strategy Fd LLC 522. -BNY Mellon Small Cap Stock Fund CI M 523. -BNY Mellon Small Cap Stock Fund CI M 524. -BNY Mellon US Equity Core 525. Trust #4 (I/6 Income lnt) 526. -BNY Mellon Nat’l Mtmi MM Fund 527. -AT&T lnc E Div & Int P2 T Mon Mkt Inv Sold (part) 08/25/09 Buy Sold (part) Sold (parO 03/30/’09 O8/28/09 08.i28/09 O G See Section Vlll Buy Buy 09/01/09 09;01/09

and D~)

N :.750.001 - SSfi0.000

O :SS&3.00I - SI,0thq,o00

P l =$1.0OO,0OI - $5,t~i,000

P2 =$5.[’100,001 . $25,(100,|)00

FINANCIAL DISCLOSURE REPORT Page 3~ of 172 VII. INVESTMENTS and TRUSTS - i,,.o .....

sta~i~n, William L.

07/12/2010

~

NONE

~o rtTortable

income, assets, or transaction.)

...... A. .........
De~ription of AS~IS
(including l~st assets)

~ ..... ~. -~
I Income during
repoa~ng ~riod

Gross value at end
of reposing pertod

Tr~ct~vns dunng reining ~fiod

~

Place "tX)" after each as~t ex~pt from pfi~ disclosure

: (D (2, Amount Type (e.g.. IC~el I dry ..... ~ ] (A-H~ [ or ira.)

Value Code2 ~J-P)

Method [ C~e 3

buy. ~ll. redemption)

m~d~yy C,.~)2,.. I Codel . (A-H)

buyer, sell, (if private

528. -AT&T lnc 529. -Abbott Laboratories 530. -Accenture Lid 531. -Adobe Systems lnc

Sold Sold Sold tpan) Sold Sold (pan) Sold (part) Sold (part) Sold (part) Buy Sold Ipart) Buy Sold (part) Sold (pan/ Spinoff (from line 749) Sold (part) Sold Buy

0qi01/09 05/06/09 09/01/09 02/26/09 03/10/09 06118109 08,’25,09 09/01;09 01/26/09 09/01/09 04;29/09 08/25/0’9 09/01J09 12/11/09 09/01/09 04/29/09 11)6,;10/’09

532. -Aetna Inc 533. -Aetna Inc 534. -Alliance Data Sys Grp [ 535. -Alliance Data Sys Grp 536. -Amerprise Finl ~nc 537. -Amerprise Finl lnc 538. -Amgen Inc 539. -Amgen lnc 540. -Amgen lnc 541. -AOL Inc (recd fr Time Warner spinof0 542. -Apache Corp 543. -Apple Computer Inc 544. -Apple lnc

FINANCIAL DISCLOSURE REPORT

Page 36 of 172

IN

ame of Person Reporting

Dale of Report

07!1212010

I Standish, William 1~

t VII. INVESTMENTS and TRUSTS - i .........e,, ......ao.,, ilnclud¢8 ,hose o/sp ......
NONE (No reportable income, assets, or transactions.)
D¢~ription 0f As~ts (lnch~dmg [m~t ~scls) Place"tX)’afl ..... as~t h exempt from prior &sciosute Income during r~ing p~ud Gross valuc at end Of reposing pcri~

ddependen,

children; seepp. 34-~Ooff!l~ instructlon~)

~

r

Transactions during reining (I) T~e(e.g., buy, sell redemption) (4) , [ (2, , (3) ~ /Dat¢ Value Gain ] ]m~’d*’~ ’, Code 2 Code I~ ] (1 Pl [ A-Ill (S) Identity of buyeff~!ler (ffpnvate

(I, ---~ " ..... (I) ,2) I A ....t T)~c{e.g.. I Value ] Value C~¢ I div., rent. ] C~c 2 Method (A-HI or Int.) (J-P) [ C~ 3

~4i.

-Appl~ Inc

Sold Buy ~/10/09 06/03/09

346. -Apple Inc

547.

-Autoliv Inc

Buy

548. -Autoliv Inc 549. -Bank of America Corp

Sold (part) Sold (pan)

09/01/091

01/26/09

550. -Bank of America Corp
55 I. -Bank of America Corp 552. -Bank of America Corp

Sold
Buy Buy

02/11/09
05/12/09 06/18/09

553. -Bank of America Corp 554. -Bank of America Corp 555. -Best Buy lnc 556. -Best Buy lnc

Sold (part) Sold (part) Buy Sold (parO Sold
Buy

08/25/09 09/01/09 03/20/09 0,~25/09 00116/09
04/29,’09

557. -Best Buy lnc
558. -Blackrock Inc

559. -Blackrock lnc

Sold

08/25/09

(part)
560. ÷Blackrock Inc Sold (part) Buy 09/01/09’

561. -Broadcom Corp CI A

01126/09

PageFINANCIAL37 of 172DISCLOSURE REPORT [ Standish, VII. INVESTMENTS and TRUSTS-J, .......

IWilliam L.

Nam¢ of Person Reporting

Date of Report

07/12/2010.

i=o. , ..... ,io.~ ¢t.cJ=,,, ,,o~e o/~p ..... .~ d,pe.~,., ~iu ....... ~ 34-60 of filing instructions.)

~ NONE (No reportable income. ~’sets, or transaction.)

........ ~- De~ripUon of A~ct~ (including t=ust ~sscts) PI~ "(X)" after each ~ct c~pt flora prior ~isdosur¢

[ ~

~
Income during reporting period T~ (e.g.. div., r~t. ~ int.)

c.
Gro~s value at end of reposing period Value C~c 2 (J-P) Valu~ Method

~
~

D.
rr~c~io~s dunng rc~ing ~nod

Amount Code I ~ (A-H)

buy. scH.

mm:~yy

buycr:’scllcr 0=PC~)2 C~ I

562. -Broadcom Co~ CI A 563. -Broadcom Coo CI A 5~. -Broadcom Co& CI A 565. -Chubb Corp 5fi.~. -Uhubb Corp 567. -Chubh Corp

SOkt (pa~) Sold (pa~) Sold Sold (part) Sold (part) Sold (part) Buy Sold (part) Sold (part) Sold (part) Sold (part) Sold (part) Sold (pan) Sold (part) Sold

08/25/09 09/01/09 11/06/09 01/26/O9 08;25/09 09/01/I.’)9 06/25.’09 0~/25/09 09,’01!09 0Z.’26,’09 08/25/09 !09/01/09 08/25/09 )9/01/09 01/26/0q

568. -Cigna Corp 569. -Cigna Corp 570. ~Cigna Corp 571. ! 572. !573. -Ctsco Sys lnc -Cisco Sys Inc -Cisco Sys lnc

574. -Coca Cola Co

i575.

-Coca Cola Co

576. -Coach Inc

577. -Colgate Pahnolive Inc 578. -Colgate Palmolive In

Sold {part) Sold

08;25/09 09/01/09

FINANCIAL DISCLOSURE REPORT

Page 38 of 172
VII. INVESTMENTS and TRUSTS -

[ Standish, William L.

07/12/201o

NONE (No reportable income, assets, or transactions.) A. Description of As~ts {i~luding trust assc~s~ B. ~epo~ing ~i~ C~e 1 (A-H) div., rent. orint.) C. [ of re~ing period D.

exempl from prior disclosure

Code 2 [
(J-P) ~ Code3

r~emption) :

] (J.P}

[ ~Q-W) 579. -Companhia VMe Do Rio D~e Inane chg Vale SA-Sp ADR) 580. -Concophillips 58 I. -Concophillips 582. -Cununins lnc 583. -Cummins lnc 584. -CVS/Caremark Corp 585. -CVS!Carematk Corp 586. -Danaher Co~p 587. -Darden Restaurants Inc 588. -Du Pont El De Numouts 589. -Du Pont El De Numours 590. -Du Pont El De Numom’s 591. -EMC Corp Mass 592. -EMC Corp Mass 593. -EMC Corp Mass 594. -Emerson E1 Co 595. -Emerson EICo Sold (paa) Sold Buy Sold (part) Sold (part) Sold (part) Sold (pan) Sold Buy Sold (part) Sold (part) Buy Buy Sold (part)

: (A-H~ J

[ifpf~ate transaction)

03/20109 09/0 05/06/09 09/0 l.r09 Og/25/09 09/01/09 09/01!09 05/27/09 O4/17/09 08/25/09 09’01/09 07/22a’09 08/04/09 !09,’01/09 01/02/09 03/19/09

(part)
Sold

Sold

(Sec (.’ohmlm; CI at~d D?I)

N -$250.0~11 - ~500.[)00

i’) :$5( ,~ I - $1,000.0{)0

PI =~l.O(~),O0t - S5,0(~).0OO

P2 =SS,i~"~O.(IOI - ~25,L1(1~.~)0

Page 39 of 172

St,,dish. Wi’~i~m L.

07/12/20 ~ 0

VII. INVESTMENTS a nd TRUSTS - i,,,. ...... t,,. tr ...... ions includes those of sp ..... nd dependent children; set ptx 34-60 of fitlng inst,uctions.I

D
-"

NONE

(No reportable .4.

income, assets, or transactiort~.)

B.
Income during reporting period (I) (2) ~:Amount Type (cg., " (.;ode I div.. rent. ! (A-It) or int.I i i [ [

-~.

Description of Assets lincluding trust a.sscts! Place "iX)" after each asset exempt from prior disclosure

Gross value at cod of reporting period Ill - [ {2"~ Value Value Code 2 Method (J-P) (.’ode 3 (Q-W)

’-I ..........
(If l’).p¢ leg.. : bw~’. sell. redemption)

Transaction* during rcp~rtmg period I (2) (3) (4) Valuc Gain i Dale ! mm/dd..’yy Code 2 i Code I ! (J-P) | I,A-II) [ J 01/05/09 03/06/09 04/17/09 08125i09 09/01i09 08/25/09 09101109 01/29~09 08/25109 09/01i09 01i26t09 ’09101!09 01126109 02/09/1)9 08,t25/09 09/0U09 01/26/09

Identity. of buyerA¢lIer (if private transaction)

596. -Ensco lntl lnc 597. -Estee Lauder C~s CI A 598. -Exelon Coco

Sold Sold Sold (part) Sold (part) Sold (part) Sold (parl) Sold (part) Sold Sold (part} Sold (part) Buy Sold Ipart) Sold (pact) Sold Sold (part) Sold (part) Buy

590. -Exelon Corp 600. 601. 602. -Exelon Corp -Exxon Mobil Coo -Fedex Corp

603. -Fifth Third Bancorp 604. -First Horizon Nat’l Corp 605. -First llorizon Nat’l CocO 606. -Franklin Res lnc 607. -Franklin Reslnc 608. -Gap [nc : 609. -Gap [no

610. -General Electric Co 61 I. -General Electric Co 612. -Gilead Sciences Inc

FINANCIAL DISCLOSURE REPORT Page 40 of 172

name o~ e ..... R,por~.g St,,.d~sh, William L.

I I

D.,e o~ Repo. 07/1212010

~ .......... io,, (Includes those of .,p ..... VII. INVEST~NTS an d TRUSTS - i ....... ~ NONE ~o reportable income, assets, OF transactions.) A Deception of A~ts (i~luding t~l ~ls) Place "(X)" aft~ ¢~h as~t exempt from prior disclosure B.~ Income during lepo~mg period 1C. Gross value at ena of re~ing period

~ a~enden, chi~rtn: see pp. 34-60 of filing t ...... ’tlons.)

D. T~ction~ during rc~ing ~ood

O)
: Amoum Code I (A-H)

" ~2)

~t)

" -(2)

(~)

(2) ’ ~3)
buyer/seller (if pn~ate transac~ion)

Value Type (eg., Va[ue Mcth~ di~., r~l. 2 Code or inl ) (J P) Code 3 (Q-W~

T~e (e.g., Dat: buy, sell, m~;d~;)7 ~ Code 2~ Code I redemption) (J-P) (A-H)

613. -Gil~d Sciences Inc 614. -Gilead Sciences Inc 615, -Goldman Sachs Group Inc 616. -Google lnc 617. -Google lnc 618. -Google Inc 619. 620. -llallibunon Co -Halliburton Co

Sold

09/01/~ 12/07/~ 03113/09 06/10/09 0:8/25/09 09/01/09 08/25/09 09/01,;09 01126109 08/25109 09i01/09 08/25,’09 09/01/0~ 09/09/09i 08125/09 09/01/09 !09/16/09

(p~)
Sold Sold Buy Buy Sold (part) Sold (part) Sold Buy Sold

(pan)
62 I. -Hess Co~p 622. -lless Corp 623. -Hess Corp

(pan)
Sold (part) Bot Sold (pan) Buy Sold (part) Sold (pan) Buy

624, -Hewlett Packard Co 625. -Hewlett Packard Co 626. -!tewlett Packard Co 627. -Home Depot Inc

628. -Home Depot lnc 629. -Home Depot Inc

I. Income Gain Cod~:

A =$1,000 ot less

B =$ |.001 . $2500

C =$2,501 - $5,000

D -$5,0OI - $i5,~0

E =$15,001 - $50.000

FINANCIAL DISCLOSURE REPORT

.~,,., of Pe,~o,, a.po.,no.
Standish, William L.

Page 41 of 172

[

Date ot

07/12/2010

VII. i N VESTMENTS and TRUSTS - ~.,~,, ~, , .......
NONE ~o reportable income, assets, or transactions.)
A. Dc~r~p~ion of Asse{s (including t~gt ~s~ts) Place "(XI" afler each ~t exempt from prior disclosure I D

~o~., a.,.~,~ ,~o.,. o~ ...... ~ ~.~,., ~d,,.; ,. ~. ~.~o o/~i.~ ~ .......

.~ ........... D. Income du~mg Gro~ va{ue at end of reposing p~iod reporting perkM

Ti~sac~ions during rc~nmg ~riod ,

(~
Amount Code I (A-II)

(2~
Typ (e g., div., rcn~ orint.)

o)
Value C~e 2 (J-P)

~
Value Method Code3 (Q-W)

~

~ T~e (e.g. buy. ~11. redemption! ]

o~

~2~

(3) ~ ---

~ ....
Idemity of buyeriseilcr (ffpr~val¢ transaction)

Da~ Value Gain mm,’~yy ~ C~c 2 [ Uode I ~ (J-P) ~ IA H) i

630. -Hone~ell lnt’l Inc 631. -Honeywell lot’l Inc 632. -itosplra Inc

Sold 09/0U09

Sold (pa~) Buy

0~72S/09

633. -Hospira Inc

Sold

09!0111Y)

(part)
634. -lluman Genome Sciences Inc Buy 12108.;09

635. -IBM

Buy

01.,:02/09

636. -IBM
637. -IBM 638. -Intel Corp 639. -Intel Corp 6,10. -Johnson & Johnson

Sold
Sold (part) Buy

08/25/09
09/01/09.

03/20/09

Sold Sold

06/10/09 O1~"~6 09

641. -JP Morgan Chase & Co 642. -JP Morgan Chase & Co

Buy Buy

02Jl 1/09 03/06/09

643 :: 644.

-JP Morgan Chase & Co -JP Morgan Chase & Co

Sold

08/25/09

(part)
Sold 109,;01/09

Ipart)
645. -Juniper Networks lnc

646. -Juniper Networks Inc

Buy

02/26.’09

3

R

FINANCIAL DISCLOSU RE REPORT

~ ....

ir P .....aeportl,g

I

Date of Report 07t12/2010

Page 42 of 172

Standish, William L. I

NONE ~o reportable income, assets, or transaction.)
Description of As~cls ~ Income dllri~g . Gross ~aluc al ~d "[~n~c[io~s during rc~l~g ~riod

Place "~Xy’ after each~sset exempt from prior d¢~iosure

i’ Amoum C~e I ~ (A-H)

T~e I c g.[ .... Value div.. rcn~ [ Code 2 or int.) ! [ (J’P’

[: Value ~ Mcth~ I (Q-W,~ Code3

T~e (e.g. bw, ~11.

/ Date ]mn~/yy

Value I Gain . ~ (A-H) [ ,J-P) L_’~

Identl~ of

redemption).__~/

"(ffprNatei°n’

~7. -Juniper Nc~’orks Inc

Sold Sold (paa) Sold (paa) Sold Sold

06110/~ 09~’01/09

648. -Juniper Ne~’o~s lac 649. -Kbr Inc

0~’25/09

650. -Kbr Inc 651. -Keyco~ New

09/01/09 05/27/~

652. -K~fl Foo~ lnc

653. -Laboratory. CorpAmer Hldgs 654. -Limited Brands Inc
655. -Lorillard lnc 656. -Lorillard Inc 657. -Lorillard Inc

Sold Buy
Buy

01/26/09 10/18/09
01/26/09

Sold (pan) Sold

09/01/09

10,’09/09

658. -McA fee

Sold

08/04/09

659. -McDonalds Corp I 661). -McDonalds Corp 661. -McKesson Corp 662. -McKesson Corp 663. -McKesson Corp

Sold (part) Sold Buy Sold ~par~) Sold tpart)

03/20/09 05/12/09 02/09/09 08125/09 09/01/09

FINANCIAL DISCLOSURE REPORT Page 43 of 172

Standish, William L.

07.q2/2010
nd dependent children; see pp. 34-60 of filing inseructions.)

VII. INVESTMENTS and TRUSTS - ~ .... ~, value, t ......tions (Includes those of sp .....
]

[

NONE (No r~Tortable income, assets, or ~ansactions.)
~scription of A~se~s (including t~s~ a~ets) Place"(XFa~ ..... ....t h exemp~ from prio~ disclosure Income dunng reporting ~ri~ ~ :11 ~ ~21 ~u~t~ T~le.g, t~el ’: div., rtmk (A-H) or int.) G~o~s value at ~d ofr~ni~g pcfi~ (D ~ ~21 Value ’. Value ~ Code 2 ~ Method : (J-P) : Code 3 ~ (~W) O) Type(eg., buy. ~ll. redemption) Transactions during tc~ing ~nod ~21 (3) (4) Date Value Gain m~d&~3. Co~ 2 : Code I (I-P) (A-H) ~ Buy 10/13/09 (5) Id~ti~of buy~/~ller (ffpri~ate ~saction)

[

~

6~. -McKesson Co~

665. -Medlronic lnc 666. -Medtronic lnc 667. -Merck & Co
668. -Merck & Co

Sold {part) Sold !part)

08/25/09 09/01/09

Buy

03/18/09

669. -Merck & Co

Sold (part)

09/01/09

670.

-Merck & Co (name chg Merck & Co Inc.)

I I,’05/09

671. -Merck & Co Inc (rec fr Merck name chg) 672. -Merck & Co Inc (rec fr Schering Plough merger) 673. -Microsoft Corp 674. -Microsoft Corp Sold

11,’05/09 : I 1/05/09

08,’25,’09

(paa)
Sold (part) Sold 09/01/09

675. -Molson Coors Brewing CI B

03/18/09

676. -Morgan Stanley 677. -Morgan Stanley

Buy Sold (part) Sold (pan)

05/IZ’09 08/25/09 09/01/09

678. -Morgan Stanley 679. -Mosaic Co t~80. -National Oilwell Varco Inc

Buy

01/02;09

FINANCIAL DISCLOSURE REPORT
Page 44 of 172

Name of Per~ton Reporting

Date of Report

0711212010 [ Standish, William L.

a V! I. INVESTMENTS an d TRUSTS - i ........ ~, ,, ....,~,,,, a.,,~.a,,,*o,, o/s, ...... do, e.~... ~h,~...; s.. ~. ~-~o omi.~
~ NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including ~st ~ts] Place "(X)" aRer each ~sct pt from pfor di~l [ ~ ~ B. : Income during repo~mg period Type (c g.. di .... L C. Gros~ value at c.d ~ of tcpo~z~g period : Value Cvdc2 Value Method Type (e,g, buy.~’l. D Tr~s~lions during rc~ing ~riod

Amount Codel

Date

Valu~

Gain

I’ tm~’~’yy ~C~2 ~Code I ]

I&~tity of buyer/scl,er ion)

6~1. -National Oilwell Varco ]nc

Sold

04/28/09

682. -News Carp lnc 683. -News Carp Inc 684. -Nokia Corp Spon ~’-~R 685. -Norfolk Southern Corp

Sold (part) Sold (part) Sold Buy

08/25i09 09;01/09 ~07/21/09 11/09/09

686. -Northern Tr Corp 687. -Northern Tr Corp 688. -Northern Tr Corp 689. -Novartis AG Sport ADR 690. -Occidental Petro Corp 691. -Occidental Petro Corp
692. -Omnicom Carp
693. 4)~nnicom

Buy Buy Sold Sold Buy Sold
(part) Sold
(part) Sold

01/26/09 02/09/’09 05/27/09 04/30/09 04/28/09 09/01/09
08/25/09
09/01i09

Corp

(pan) 694. -Oracle Corp 695. -Oracle Corp 696. -Parker Hannifin Carp 697. -Parker Hannifin Corp

(part)
Sold (part) Sold (pan) Sold (part)

Sold

08/25/09 09/01/09 08/25/09 09/01/09

I Income Gain Code~.

A = $ 1.000 or less

B ~$ I tO I - $ 2 ’~00

C =$2,501 - $5,000

D =$ 5,00 t - $15.000

E = $15,001 - $ 50,01~

FINANCIAL DISCLOSURE REPORT

] N ....f P .....Reporting
I Standish, William

Olte of Re~)r~

Page 45 of 172
Vll. INVESTMENTS and TRUSTS - ;n,. ......
]

07/12/2010 !,.
l.e, tr .....’tions (Includes those of spo .... M dependent children; see pp. 34-60 of filing instructions.)

[

NONE (No reportable income, assets, or tramactions.)
~scription of Ass~ls Income du~ngp~ Gross value at end rcpoflmg Y~nsactions during r¢~ing ofrcpo~ing pcri~ ~ .... ~t~ .... ~

I Value [ Value ~ T}~c{¢.g., Code I : div., r~k Code 2 ~ Mc~h~ buy,~ll, .... ptfrompfiordiscI .... ] (A-H)[ orinU [ (J-P) [ Code3 I rcdemplion) Place’{X)"aftcrcach~sct

Am°untl %pc{o’s"

] Date I Valu¢ ~ Gain [ m~’d~)~’ ~ C~c- Code J! ii (J-P} ] tA-H) [

[de .of

698. -Pepsico Inc

Sold (pan)

08/25/09

699. -Pepsico Inc
7~. -Pfizer lnc 701. -Pfizer lnc 702. -Pfizer lac
703. -Pfizer lnc

Sold

(pa~)

09/01/09

Buy Sold
(part) Sold (par1)

07/13/09 08/25/09
09/01/09

704. -Phillip Morris 705. -Phillip Morris 706. -PNC Financial Svs Grp
707. -Praxair Inc 708. -Praxair Inc 709. -Procler & Gamble Co 710. -Procter & Gamble Co 711. -Oualcomm Irm

Sold (pan) Sold (part) Sold
Sold {part) Sold (part) Sold Cpaa) Sold (parO Sold (pan} Sold Sold (part) Sold (part)

08/25/09 09/01/09 [02/09/09
03/13./09 09/01/09 08J25/09 109/0 IiO9 08/25/09 09/01/09 09/01/09 06/30/09

712. -Qualcom~n lnc 713. -Raytheon Corp 714. -Ross Stores Inc

I Incolrat Gain Codes.

A --$ |,000 or less

B :,$1.001 - $2.500

C =S2.501 - S5,000

D =$5,001 - $15,000

E =$15.001 - $50,U00

FINANCIAL DISCLOSURE REPORT Page 46 of 172 VII. INVESTMENTS and TRUSTS - i,,. ......
]

N ....

f Person Repo~ng

D,te of Report

S*a.di~h, William L.
t.,. transactions [Includes those af sp ......

07/12/2010
d dependent ,-him .......pp. 34-60 of filing instruedons.I

[

NONE (iVo reportable income, assets, or transactions.)
A. Description of Assets (including t~xt ~sets) Place’~X)" after each asset .... pt from prior discl ..... ] ] B. lncomc during repo~mg period T)~ieg., di~ ..... k or int.) Gross value aI end of r~o~ing pcri~ Vatue C~c 2 {J-P) Value Method C~e 3 (Q-W) D. Ir~nsactions dunng reporting ~riod ’ ’ T~e le.g.. ~y, ~11, [ ’ redemption) ~ Sold [ Da~ Value [ Gain ~ (J-P) (A-H) . ............ ldemt~ of buyev’selter (ifpr,vate tr~saction) ’

[Amoum ! Code I {A-It}

[m~’yT ] Code 2 ~ Code I ~ :

~715. -Ross Stores Inc 716. -Schering Plough Carp 717. -Schering Plough Carp 718. -Schering Plough Carp (merged into Merck)

07/01/09

Sold (part)

08/25/09

(part)
Merged (w th line 672) Sold

Sold

09/01/09 11/05/09

719. -Schwab Charles Grp New 720. -Schwab Charles Orp New "] Sold 09/01/09I

08/25/091

(part)
(part)

721. -Sempra Energy

(part)
Sold

Sold

08~25/09

722. -Scmpra Energy

(part)

09/01/0~

723, -State Street Carp
724. -State Street Carp
725. -State Street Corp 726. -State Street Carp

Buy
Sold

05/27/09
08/25/09

(paa)
Sold (part) Sold 09/01 12!16/09

727. -State Street Carp 728. -St Jude Medical Inc 729. -St Jude Medical Inc 730. -St Jude Medical lnc

Sold (part) Sold (part) Sold

06/24!09 00/01/09

10/13/09

731. -Taiwan Semiconductor Mfg Co

Buy

03/06,’09

L ; ’,’ala¢ Code,.

t

FINANCIAL DISCLOSURE REPORT Page 47 of 172

Name of Person Reporting [ Standish, William L.

Date of Report

07:12/2010

~.,, Vll. INVESTMENTS and TRUSTS - ~. ........ .....no., ~a~,~o.o
(No reportable NONE income, assets, or transactions.)

..... ~ ....
Descriptio~ ~f Assets (including ~st ~s¢~s) Place "(X)" aher e~h as~ cxcmp~ from prior disclosure

r~
Income dunng rc~aing ~riod

~

c.
~) V ~ .........
~ Value Mcth~ Code 3 !.Q-W~ T~ ~e.g.. buy. ~11, rcdemption~

Gross value a~ end of reposing period Value C~ 2 (J-P)

Transactions du~ng re~mng ~ri~

~ (~)

~Amounl T~e (e.g., [ C~e I ; dw., toni, I ] (A-H) ~ or int.) ~

(2)

Dale . Value Gain m~’d~’)T ~ C~ 2 Code I : : [

Id~tit) of buycr,’~cller t~ansactionl

732. -Taiw~ Semiconductor Mfg Co

Sold

08125/09

733. -Taiwan Semi~nductor

Mfg

Co

Sold (pa~) Sold

09/01/~ 11/06/09

734. -Tmwan Semiconductor Mfg Co

735. -Target Corp
736. -Target Corp

Buy
Sold tpart) Sold (part) Sold (part’) Sold (part) Buy

06/04/09
08/25/09

7.17. -Target Corp

09/01/091

738. -Texlron In 739. -Textron Inc

08/’2-5/09 09/01/09

740. -Textron ]he

09/08/09

741. 742.

-ThermoFisher Scientific Inc -ThermoFisher Scientific Inc

Sold (pan) Sold (pan) Sold (pan) Buy
Buy

01/26/09 03II0/09 09:01/09 11/12,’09
01/02/09

743. -ThennoFisher Scientific lnc 74-4. -ThermoFisher Scientific lnc
745. -Time Warner Inc 746. -Time Warner Inc (spinoffofTime Warner Cable lne) 747. -Time Warner lnc

] 04/02/09

Sold

(part)
748. -Time Warner lnc Sold

108/25/09

09/01;09

I ln¢omcGamCt~des

A :$1,O00orle~s

B =$1,0OI - $2,5(K)

C :~2.501- $5,(~o0

D f$5,0OI-$15,000

E :$15.001

Page 48 of 172
VII. INVESTMENTS and TRUSTS -i .........
a. De~riptlon of Assets l including ~t as~s)
Place "(X)" a~cr c~h asset

st.,.~i~h. William L.
lue, transactionxHncludesthoseofspo .....

07/12/2010
ddet~ndentcMldren;seepp. 34-60offilingin.~truaions.)

NONE (No reportable income, assets, or transactions.) B. Income during rc~mg period
Amount = T~ (e g., Co~ I ] div, r~t.

c. Gross value at ~d of re~mng period
Value Code 2 Val~ Me~

[ [

Tran~¢tions during r~aing ~od

exempt frompdor disclosure

:~ fA-H)~ or int.)

I J-P) Code 3 federation) I

] {J-P)

T~ (c.g, buy, ~tl,

Gain Da~ ] Value m~t~’yy ~ode 2 Code [

: IA-H}

(ifp~vat¢

749. -Time Warner lnc (spinoffofAOL)

IZq 1;09

750. -Time Warner Cable Inc (rec fr Time Warner spinofO) 751. -Time Warner Cable lnc
752. -TJX Cos 753. -Tyco Int’l Ltd (merged into Tyco Intl W/l) 754. -Tyco lnt’l Ltd Wll (rec fr Tyco [ntl Lid merger) 755. -Tyco lnt’l Ltd WII 756. -Tyco lnt’| Ltd W/I 757. -Unilever PLC ADV 758. -US Bancorp Del 759. -Vale SA-Sp tree fr Companhia Vale name chg} 7~0. -Vale SA-Sp 761. -Vale SA-Sp 762. -Verelex Pharmaceuticals 763. -Veretex Pharmaceuticals Inc 764. -Veretex Pharmaceuticals [nc 765. -Veretex Pharmaceuticals Inc Buy Buy Sold (part) Sold (part) Sold (par~) Sold (part) Sold (part) Buy Sold

04/02/09 Sold ! 06/04;’09

03/17/09 03/17/09 08/25/09 09/01/09 12/16/09 01/26/09 05/28!09 08125/09 09/0

03/I 08/25/09 09/01/09

FINANCIAL DISCLOSURE REPORT Page 49 of 172
[ Standish, William I..

07/12/2010

VII. INVESTMENTS and TRUSTS - ~ .......

t~,, t ...... ",ions (include* those of sp ......

d dependent children: xeepp. 34-60 of filing ins:ru¢~ions.)

[

] NONE (.5,’0 reportable income, assets, or transactions.) A. Dcs¢~iptlon of Assets [including trusl assets) Place "{X)" after each ass! e)tcmpt from prior disclosure i j B. i .... C. ! Inct)me during Gross value at end of reporting period ¯ repotaing l~’Xtod (11 I "ry~el.eg.. I Value Value Type(e.g., div., rent. or int.) t Code 2 (l-P) i Method Code 3 tQ-W) buy. sell. redemption) D. Transactions during ~c~.’wting period

: 01/26i09 08/25/0q 09101/09 05/12,’09 06/04/09 01126/09 08/25/09 09/01/09 095)2,’09 01.~6/09 07:13/09 0g~25109 09,01/0q

i Code 2 Code I (J-P) ! (A-H) [

buyer/seller (ifpri,,ate t~aosa¢lion)

766. -Visa Inc - CI A 767. -Visa lne - CI A 768. -Visa lnc - CI A i 769. -Wal-Mart Stores 770. -WaI-Mart Stores 771. -Wetls Fargo & Co New 772. -Wells Fargo & Co New 773. -Wells Fargo & Co New 774. -Whirlpool Corp 775. -Wyeth 776. -Wyeth 777. -Xto Energy Inc 778. -Xto Energy Inc 779. -BNY Hamilton Global Real Est-1 780. -BNY Ivy biulti-Strategy Hedge Fd 781. -Dreyfus Basic S&P stk Index 782. -Dreyfus Mid Cap Index Fund

Buy Sold (part) Sold (part) Sold (paa) Sold Sold (part) Sold (part) Sold (part) Buy Buy Sold Sold (pard Sold (part)

Buy

03/27/09

FINANCIAL DISCLOSURE REPORT

Name of r .... Reporting

[

Date of Report

Page 50 of 172

Standish, William L.

I
D
Tr~tions during r~ing (I) T)~c buy,~tl, ~cdcmpnon} (2) ~ (3) ~mm/d~’yy Cod~ 2 (J-P) [ Sold Buy Sold (part) 08/25/09 01/02/09 08/25i09 08/31/09 Buy 09/03/09 (~ C~{ t (A-H)

07/12/2010

VII. INVESTMENTS and TRUSTS -i ........ l~,,,, ....,~n, ft, e,.~,s,ho,e
~ NONE (No reportable income, assets, or transactions.)

~ .......

~.
Dc~ription of Assets (i~luding t~st ~scls) Plac~’(x)" a~¢r cach ~ssct exempt from prior di~losute

~ ....... ~. .......
Income during reposing period (2~ [ (I) " ,Amount ~ l)~c (e.g., Code I / div.. r~t, (A-H.~ ~ ~r int) I~

c.
Gross valuc at ~d of r~ing period (I~ : (2) VaIuc Value C~¢ 2 M~th~ (J-P) Code) (Q-W)

(5) buye~i~ller (if private ~ansaction)

783, -Drey!~s Mid Cap Index Fund 784. -Dreyfi~s Prom Strat Glbl ST -1 785. 786. 787. 788. -Dreyfus Prem Strat Glbl ST -I -Dreyfus Prem Slral G I bl ST- I Iname chg toStrategicGlbl Stk) -lshares S&P GSCI Commodity Ind Trade -Strategic Glbl Stk Fd (rec fr Dreyfus name chg)

789. -BNY Mellon Emerging Mkts Fund CI M 790. -BNY Mellon Emerging Mkts Fund CI M 791. -BNY Mellon Int’l Fund CI M Buy Sold (part) Sold (part) 08/28/09 01/02/09 08/25/09

792. -BNY Mellon Int’l Fand CI M 793. -BNY Mellon Mid Cap Stk 794. 795. -BNY Mellon Nail lntenn Muni Bd Fd CI M -BNY Mellon Nad Interm Muni Bd Fd CI M

Buy Buy Sold (part)

09!01/09 01/0~09 08/25/09

796, -BNY Mellon-Newton Intl Equity Trade 797. -BNY Mellon-Newton lntl Equity Trade 798. -Mellon Optima L/S Strategy Fd LLC 799. -BNY Mellon Small Cap Stock Fund CI M

FINANCIAL DISCLOSURE REPORT

Name of Person Rep~rting [ Standish, William L.

Date of Repor~

Page 51 of 172
VII. INVESTMENTS and TRUSTS - ~ ....
----] t,. Description of Assets (including trust *sscts) Place "(X)" after each asset exempt from prior disclosure

07,,12,.201o

,, value, t .......

ions (Includes those of .~p ...... d dependent children; seepp. 34-60 o/filing instruction,.)

NONE (No reportable income, assets, or transactions.) 8. - l- Income during [ reporting peliod Amount ; Type (e.g.. i div, ~¢nt.
(A-tt) or int.)

c. Gross value at end ofrepomng period ...... Value[ Value Code 2 ! Method
(J-P) ! (’ode 3

r~ Transactions during reporting period

Type (e.g., buy, sell.
redemption)

Date Value mm/dd/)w Code 2
i O-P~

Gain Code I
(A-II)

Identit3.’ of bu)eriscIicr
(if private

(Q-W) 800. -BNY Mellon Small Cap Stock Fund CI M 801. -BNY Mellon Small Cap Stock Fund CI M 802. -BNY Mellon US Core Equity 803. Cuslody Acel #1 ( 100% lnlerest} 804. -Abbott Laboratories 805. -AgilentTech Inc 806. -Altria Group Inc 807. -American Express 808. -Automatic Data Processing 809 -BJW Inc (S Corp) Alexandria, V 8 I0. -Bank of America 81 I. -Bank of America 812. -Ci~ Nat’l Corp 813. -City Nat’l Corp 814. -Emerson Electric Co 815. -Exxon Mobil Corp 816. -Frontier Comm D D E Dividend Dividend Dividend M N M T T T B Dividend K T Sold A C D E Dividend None None Dividend Dividend None Dividend M M K k T T U T Sold O M T T Sold Buy Sold (part) Sold (part)

i 03/30/09 08/25/09 08/25/09

transaction)

01/02/09

L

08/2-0/09 ! L

12/23,"09

L

I lncomeGamCod~:

A~$l.OOc)t}tlcs$

B =$1.001 -$2.500

C=$2.501 -$5,1~O

D =$5.001 - $15.000

E=$I5,001. ~50,000

¢St~ (7olunms t’[ and D3

N = ~250.00| - ~5(~l.O00

O =$_q~).001 - $1,000,~00

PI ~gl,000,001 - $~,000.00~)

P2 =$5,000,001 - 525,000,t~]

FINANCIAL DISCLOSURE REPORT Page 52 of ! 72 VII. INVESTMENTS and TRUSTS - i .........

N .... ..... fe
Sla.dish, V¢illlam 1,.
~. tr ..... tfi,ns (lncl.~ those of sp ......

I

I
~ ] : T}~e {e.g., ~y, rcdcmpt~n) Tr~ct~ons during rc~ng

07/12/2010
tlon&)

’l

~ dependent children; stepp. 34-60 o/:ling i .......

NONE (No reportable income, assets, or transactions.) Dc~ription of Assets including ~ust as~s) Place "~X)~ after each asset exempt from p~or disclosure Income during reporting period Type leg.. div., ren~ orint) (;ross valuc at end of reporting period Value Code 2 (J-P) Value Me~od Code3

~

~

~ Amount [ Code I ’ (A-ID

2 Dale mm/d&yy

Value . Gain Code 1 ~ (J-P} (A-H)
Code 2

ldenli~ of buycriscller (if private

817. 818. 819. 820.

-General Electfc Co -Great Plains Encr~ ]nc -Great Plains Ener~ lnc -H J Heinz Co

E D

Dividend Dl~dend

N M

T T T

Do.ted (paa)

12/21/~

Buy

0g,’20/09

K

E E B E

F~vidend Dividend Dividend Dividend

M O M O

T T T T Sold (part) Donated (pan} 08/20,’09 10/28/09 11/05/09 L L

821. -Johnson&Johnson 822. -JP Morgan Chase 823. -Merck & Co 824. -Merck & Co 8~. -Merck & Co 826. -Merck & Co (Name chg to Merck & Co Inc} 827. -Microsoft Corp 828. -Microsoft Corp 829. -Monsanto Co 830. -Nestle S A 8~1. -Oracle Corp 832. -Pepsico lnc 833. -Pfizer lnc (tee fr Wyeth merger}

None D Dividend O T Sold (pan) A D B D A Dividend Dividend DMdend Dividend Dividend M M N M L T T T T T Buy

08,:20.’09 08/2(}:09

L M

10/23/09 L

FINANCIAL DISCLOSURE

Page 53 of 172

Name REPORT William L.
Standish,
[ Income during reposing ~i~
(2) T~ (eg.,

07/12/2010

~

N ONE ~o reportable income, assets, or transactions.)
~nphon ofA ~ts ~ (;ros~ value a~ end ~ ofrcpoamg period {I ~ (2)
, Value Value

T~an~c[~ons dunng ~c~ing ~riod (1)
T~e (e.g.,

~ (I ~
Place "(X)" after each ~sct

(2)
Date

Amount

I (3)

(4) [
Gain ~

(5)
ldent~ty of

Value

exempt liom p~or disclosure

C~c I iA-H)

di~ .r~k or inl }

~ Code 2 (J-P)

Method Code 3
(Q-W)

buy. ~11, ~demption)

m~d~ Code 2 Code t ~ (J-P~ IA-H)J

buyer/seller {if private
transaction)

834. -Philllip Morns 835. -Procter & Gamble 836. -RPM Int’l lnc 837. -Schlumberger Ltd 838. -Stryker Corp

C D D D B D C C A B A C B C B

Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Interest Interest Interesl Interest Interest Interest Interest

L N M N M M M

T

T "IT T T T Merged i (with line 833) Mon Mkt lnv Matured 04/01/09 09/22/09 L 1. 10/23/09 M G

839. -3M Co 840. -Vulcan Materials Co Com 841. -Wyeth (merged into Pfizer Inc)

842. -Alleglant PA IvlM Fd 843. -Lampeter-Strasburg PA 4.0-2009

O

T

844. -Monroe County PA 845. -Nazareth PA School Dist 3.5-2010 846. -New Hope Solebury PA Sch Dist 3.0-200’-) 847. -PA St 4.0-2011 848. -York County’, PA 3.35-2009

N M

T T

Buy

Matured M T Matured

05/15/09

L

06/01i09

L

:

849. -Ltd Partnerships -850." -One Atlanta Assocs - Atlanta. GA Real ..Estate C Distribution K W [

I

ISee Colttm~ C I lnd D])

N =$250,061 - $500.0~

O ~ $50(1.~01 - $1,000,1700

Pl =$1.tX’~q,001 - $~,~300,000

P2 :$5,000.001 -

FINANCIAL DISCLOSURE REPORT Page 54 of 172

[ ’~ .... feerso~ Re~.io~
I Standish, William L.

07/12/2010

NONE (No reportable income, assets, or transactions.)
Dc~ription of Assets [ Income during I l’ran~ctions dunng rc~ing ~riod

(including ~st assets)
Place~(X)-aflcrc~b~set

I

Gross value at cad

~

reTo~ing ~iod
Typetc.g., / [

of rt~ing ~nod
Value Value T~e(¢.g., ~ Date" It VAlue ] Gain Id~ti~of

Amount

exempt from prior di~losur¢

[ Code I

dry.. ~ent,

C~e 2

Method

buy, sell,

mmi~.’}~ [ Code 2

851. 852. 853. 854.

-J&S RcalU Ma~am - Ontmo Real Esl Bank Accts--Mellon Bank N.A. -National City Bank of PA (merged into PNC Bank)

C

Distribution

K

W

C

Interest None

M J O PI

T T T T Mon Mkt In’, Buy 01/2Z/09 M D See Section VIII #1 Merged Iwith line 855) 01/01!09 J

855. -PNC Baak (recd Natl City Bk shs fr merger) 856. Trust #5 ,100% Income Interest) 857. -Blackrock MM last CI #01 858. -Bank of America Corp 859. -Bard C R In 860. -Baxter Intl lnc 861. -BP PLC Sports ADR 862. -Bristol lvleyers Squibb Co 863. -Cartziva! Corp 8(;4. -Coca Cola Co 865. -Del Monte Foods Co 866. -Disney Walt Co 867. -Dow Chemical Co "’

D E

Interest Div & Int

Buy

06/02/’09

Buy Sold Sold (part)

06/0~’09 11/30/09 06/02/09

Buy

11/30/09’!

ISrt Column~ CI and D3~

N ~S250,001 - $500,000

0 $50 ~,0 II - $1,0t~J.000

PI =$I.000.001 - $5,00~.01)0

P2 =$5,000,001 - $25.000,000

FINANCIAL DISCLOSURE REPORT Page 55 of 172 VI I. INVESTMENTS an d TRUSTS - i .........

IN ....
I

fP .... .e0o,~n~
07/12/2010 Standish, William L. ~

t~,, ...... ,~o,,~ a.~..~ ,ho.~ o;~ ....... ~ ~..,..~.d~.; c.
of reposing ~ri~ Value Value [ypc (e.g., Date ’1

~

N ONE (No reportable income, assets, or transactions.)

.......... ~. ~
(including tr~t as~B) Plsce "{X}" after e~h ~sct

-",
~

~.
reposing ~crt~ T)~c leg.,

Amounl

e~cmpt from prior disclosure

C~c I {AdD

div.. renl. or ~nt.}

{’~c 2 {J-P}

Me~h~ buy. sell C{~: 3 redemption}

buyer:~ll~ hnm.ddi~ I Code 2 Code I j (J-P} {A-H) {i~ pri~a~e

868. -Exxon Mobil Co~ 869. -FPL Group lnc 870. -Franklin Rcs Inc 871. -General Electric Co 872. -it J ltemz Co 873. -Intel Corp 874. -Ishares Trsi’ MSCI EAFE Index Fd 875. -Ishares Trst MSCI Emerg mk~ Index Fd 876. -Johnson & Jolmson ~,77. -Johnson & Johnson 878. -Master Card
879. -McDonald.s Corp CI A 880. -Medtronic Inc Sold 06/02/09

Buy

11/30/09

Sold

06/O2/{)9

Buy

106/02’09

881. -Microsoft Corp

882. -JP Morgan Chase & Co

883. -Motorola lnc 884. -Nike lnc CI B Buy 106;,0Z/09

FINANCIAL DISCLOSURE REPORT

.~ .... f P ..... Reporti,,g

Date of Report

Page 56 of 172
VII. INVESTMENTS and TRUSTS - i ........

Standish, William L.

07/12/2010
nd dependent c~ildren; stt pp. 34-60 #filling instructions.)

~u,, tramaction~ (Includes" those of sp .....

~

NONE

(No reportable

income, assets, or transactions.) , Income du~ing rcpoomz p~iod
T~pe (e.g.. di~. rt~k

Description of A~s

Gross ~ a[ue al end i oI reporting period
~ Value CMe 2 Value ~ Meth~ Type (eg., buy, ~ell,

[tan~tmns during ~e~ning ~-rtod

Place "IX)" after each ass¢l exempt t?om prior disclosure

’ Amounl ~u C~e I

:~m/~.’~’ C~c 2 ~od¢ I

buvcr:’scller .

i (A-It)

or int ) ’ ....

J-P~

[ Code 3 redemption) ’i (Q-W) .......

885. -Schlumberger Led

,

886. -3M Co 887. -The Travelers Co 888. -Time Warner Inc
889. -Verizon

Sold (part)

06:’02/09

~890. -Wal-Mart Stores 891. -Wells Fargo & Co New Sold 11i30/09

~92. ~W Union -Calamas Growth Fund H606 893 894. 895. 896. -Janus Mid Cap Value Fund ~7 -Vanguard.FTSE All Wortd Ex-US Index Fd Trust #6 (100% Income Interest) G Int./Di,.. PI T

Buy

06/02,"09 M F See Section VIII tel

897. -Blackrock MM lnst CI ~01

Mon Mkt

898. -Abbott Laboratories lnc 899. -Bank of America Corp 900. -Bard C R Inc q01. -BP PLC Spons ADR

Sold (part) Buy

06/02/09 01/22/09

FINANCIALpage 57 of 172DISCLOSURE REPORT ]

07/12/2010

~

N ONE (No reportable income, assets, or transactions.)

~mcluding ~st ~ts) Place’(X}" al2cr each asset ¢xemptfrompnordisclosure

re~tng period I AmounI ’: Type leg.. ~odel I dlv..rcnt. (A-H) or mr.)

of reporting p~od ] Value [ Code2 ; (J-P~ ~ Value ~ Meth~ j Code 3 (Q-WI Type (cg. buy sclt. federal,on) [ Date Value ]mm,’d~’~ Code2 tJ-PI ~ , Gat~ Codel (A-H) Identity of buycrsellcr Ofpn~ate Ir~sacl~on 1

902. -B~s~ol Myers Squibb Co 903. -Coca Cola Co -E 1 du~nt deNemou~ 905. -Emerson Electric Co 906. -Exxon Mobil Corp 007. -FPL Group Inc 008. -Franklin Res lne 909. -Golman Sachs Group Inc 910. -Google lnc CI A 911. -Home Depot Inc Ol~ -Intel Corp "~ Buy Buy Buy 11!30/09 06/02/09 06/02/09 Sold (part) Sold (part) 06/02~09 06~02/09 Buy 1 U30/09

913. -lshares Trust MSCI Emerg Mkts Index Fd 914 915. -Ishares Trust MSCI EAFE Index Fd -JP Morgan Chase & Co Sold 06~02.,’09

916. -Master Card Inc CI A 917. -McDonalds Corp 918. -Microsoft Corp

2 Valu~ Code~

l =MS,00~} or le~s

K :515.00! - $~,0,~00

L :55t;.001 - $11)0,~0

M =$100 001 - $25{) I~qO

FINANCIAL DISCLOSURE REPORT

N,me of P .... Reporting
Standish,

Date of Report [

Page 58 of 172
VII. INVESTMENTS and TRUSTS - i .......

William L.

07/12’2010

[
.al .......... tlo.~ Ilncludes those of sp ...... d dependent children; seepp. 34-(~0 of f!ling instructions.)

NONE (No reportable income, assets, or transactions.) ~scription ol As~s [including ~t ~scls)
Place’(X)" after each ~ssct

Income during r~o~ing period
~Amount ] T~c I¢.g,

Gross ~a[ue a~ end of repomng period
Value Va]ac Ty~ (e.g.,

Iransactiong during re~r6ng ,~ Gain

Da~

Value

Idcntily of

excmp~ [~om prior d~losur¢

~, Code I ~ d~.. renL [ IA-H) or int )

Code 2 (J P}

Mc~hod Code 3

buy, ~11. rcdcmpt:on~

mmid~.’)~ Uodc 2 [ C~Ic t ~ ~J P) i I,A-H) [

buycr,’scllcr or’private

q19. -Motorola 920. -Plizer Inc (rec fr W)¢th merger) 921. -Phelps Dodge Corp 922. -PPG Industries lnc 923. -Proctor & Gamble Co 924 -Qualcomm lnc 925. -Schlumberger Ltd 926. -3M Company 927. -Vanguard FTSE All World Ex-US Index Fd 928. -Verizon 029. Wall-Mart Stores lnc Sold Ipart) Buy 06102/09 06/02i09 Buy 06/1)2/09 10/16/09

93(} -Wells Fargo & Co New 931. -Wyeth (merged into Pfi~’er Inc) 932. -Zimmer Holdings lnc None P2 T Mon Mkt Inv Matured 05~15/09 L G See Section VIII ~ 1 Merged (with line 920) 10116,09

933. Trust #7 (No Income Rec’d) 934. -Blackrock MM Inst CI #01

935. -Chichester Sch Dist PA 2.5 - 2009

FINANCIAL DISCLOSURE REPORT Page 59 of 172
VII. INVESTMENTS an d TRUSTS - ~ ........

~ ....fP,~on Re~or~i~ Standish, ~,’IIl|am L.

D~,~ofR,por, 07,12/2011)

t,,. t ....... tions rlnclude, those of sp ...... d dependent children; .see pp. ~4-60 of filing instructions.)

NONE (No rt7:ortable income, assets, or transactions.) Description of As~ts (incl~mg Irust a~scts) Place "(X I" after c~h ~s~l cxempl from pfio~ di~losurc Income du~ng rc~mg ~riod (2) t (1) ~ " ~ ~ Amoum ~ T~ (e g.. ’ C(~c J di~., renk i ~ 936. -Cumberland Cn~ PA 3.375 - 2015 937. -Forest Area Sch Di.’,t PA 3.3-2012 938. -Indiana .St Fin Aulh Re,,’ 4.0-201 I 939. -Indiana Transn Fin Auth tlwy Rev 3.0-2009 040. -Monroe Twp PA 3.0- 2010 i 941. -N Coventry "l’wp PA 3.15 - 2014 942. -Okaloosa Cnty FL Sch Bd 3.5 -2013 043. -Penn Trafford PA Sch Dist 2.4 - 2009 944. -Pine Grove Area Sch Distg 3.25-2015 945. -Scranton Penn See A 3.0 - 2010 946. -St Pub Sch Bldg Aulh Red Bnk 3.75-2011 947. Snsquehanna Twp PA Sch Dist 3.3-2015 948. -Up Perkiomcn Sch Dst 3.,~5-2011 t 949. 950. ~951. 932. -Washtenaw Mich Ctrmty College 3.5-2010 -Wilmington NC Wtr & Sewer 3.75-2012 -Agilent l’ech lnc -Atlergan Inc Buy 11130.,09 Matured 05/01/00 Matured 06/01/09 ~ Gross value at end i of re~mng period (I) 12) V~tue Va~ue Cede 2 Me~od (Q-W) Tran~ctions during rc~mg ~riod ~1) T~ (e.g. buy. ~11. j (2) Date . j lransaclion~ ~3~ Value

Gnm

FINANCIAL DISCLOSURE REPORT

~ .... rP .... ae~r,i.g
Standish, William L.

Page 60 of 172

07i12/2010 ~

NONE (No reportable income, assets, or transactions.) A. [)c~crtphon at Assets (including rest x~scts) P ace "~X¢’. afie~ each ~c~ B. Income d~ng re~rting period C. Gross value at end ofre~ing ~riod ........ Ty~ ¢.~., buy. sell. D Tran~ct~ons during re,fling :. Date I] Value Gain ~m~’dd,’yv ] Code2 Co~ l identity of b.y¢r.’scller

.~Amounl ~ I~e (e g.. ] Value ~ Value ’ ~od¢ I ~ ~iv..ren~. Code 2 ~ MetN~ [

953. -American Express ~o 954. -Bank of America Corp 955. -ChevronTexaco Corp : 956. -Coca Cola Corp 057. -Walt Disney Co 958. -Dominion Resources lnc VA 059. -Dow Chemical 960. -Emerson Electric Co 961. -Franklin Rcs Inc 962. -FPL Group lac 063. -General Elecmc Co 964. -Goldman Sachs Group Inc 965. -Google lnc 9661 -Hanesbrands 967. -Hewlett-Packard Co 968. -Int’t Business Machines Corp 969. -Intel Corp

Buy Buy

06.,"02/09 01!22/09

Buy

I 1/30:09

Buy

1 It30/09

Buy Buy

11.~30/09 06."0Z’09

Sold (part)

0602/09

FINANCIAL DISCLOSURE REPORT Page 61 of 172
VII. INVESTMENTS and TRUSTS - i .........

~ .... f p .... R,~.in~ Standish, William L.
~.~. t~nSaCnOns ¢lncluaes those of sp ......

I ]

D~t~ or Roport 07/12/2010

d dependent children; see pp. 34-60 af filing instructions.)

NONE (No reportable income, assets, or transactions.) De~’riptton of Assets (including ~sl asRts) Place "{X}" a~er each ~set exemp~ from prio~ di~losure Income dunng
rcpoffing pcri~

,. Gross ~’~luc at end ~ of tt~o~ing p~iod Va~ue ~?odc 2 (J’P~

Tran~chons during ~c~rtmg

~ Am(,unl Code 1 i’ (A-It)

Type le g ¯ di~.. ~ or intl

T)~ (e.g.. i Value Meted buy. sell. ~ redemption) l Code(Q_W)3

Gain [ Date ~ Va~ue [m~’d~.’~ ’ Code 2 Code 1 (A-If) ~ (J-P) I]

Id~ti~ of buycr~sellcr tr~saction)0 f private

970. -Ishares T~sl MSCI Emerg Mkts Index Fd 971. -Ishares Trusl MSCI L:AFE Index Fd 972. -JP Morgan Cha.~e & Co 973. -Marriott Int’l Inc Sold 06/02/09

974. -Medco Hhh Solutions Inc 975. -Norfolk SouthernCorp 976. -Pfizer Inc (rec fr Wyeth Mergcr) 977. -Procter & Gamble Co 978. -Sam Lee Corp
979. -Schlumberger Lid

10/16,"09 Buy 11i30/09

980. -Smith Int’l Inc
’ c~81. -3M Co

Sold

I 1/30/09

982. -Vanguard FTSE All World Ex-US Index Fd~ 983. -Verizon 984. -Wells Fargo & Co New 985. -Weyerhauser Co 986. -Wyeth (merged into Pfizer lnc)

Buy

Merged (with line 976)

10/16/09

FINANCIAL DISCLOSURE ~PORT " S~h, WiU~ L Page 62 of 172 V ii. INVESTMENTS and TRUSTS - i ........ ~,,, t ......

I

Name of Person Reporting

Date of Repor~

-tions (Includes those qsp ...... d dependent child ....... pp. 34-60 o]filing i .........ionx.)

NONE (No reportable income, assets, or transactions.) Dcscrlplion of Assel~ (including l~ust as~tsJ Place "(X)" after each asset exempt l?om prior disclosu~ Income durin~ r~oning ~.nod ~ (iro~ ~alue al end ~ of rcpomng period ~ Value i Mrthod ~ Code3 ~ (Q-W) T Mon Mkt lnv "r)~ (.g. buy. ~11, rcd~ptionl Tran~ct~ons during re~mg ~riod

i Ameunl ~ T)~ [e.g..[ Value ’ Code I ] d[,.. rent, [(?~c 2 ’(A-H) ] orint.) ~ (j-P)

Value ~ Gain ~ Date ~m~’d~’yy Co~ 2 r Code I IJ-P) l iA-H’ ~

ld~ti~ of buyer.seller [ifpn,atc transact:on) See Section VIII

087. Trust #8-A ~GST Exempt Tntst) 988. -BNY Mellon Nat’l Muni MM Fund 989. -AT&TInt o90. -Abbot( Laboratories 991. -Acccnture Lid 902. -Adobe Systems Inc 993 -,Aetna Inc 904. -Aetna Inc 995. -Alliance Data Sys Corp 996 -Amerpnse Finl lnc

E

Div & lnt

O

K

E

Sold

05/06.’09

Sold Sold (part) Sold

02/26,’09 03/10/09 06/18/09

Buy Buy

01i26/0q 04/29~09

997. -Amgen lnc
998. -Apache Corp 999. -Apple Inc

1000. -Autoli., Inc

Buy

06/02i09

IIXII. -Bank of America Corp 1002. -Bank of America Corp 1003. -Best Buy

Sold Buy Buy

01129109 05112/09 03/20,’09

? V~I~¢ Cod~

t -$1 ~,tR)O or less

K =$15:)01 - $50.000

I =$50,001 - gll~,O00

M -gl00 (~1 - $251L0(~0

FINANCIAL DISCLOSURE REPORT Page 63 of 172

] Standish, William L.

07/12,,2010

NONE (No reportable income, assets, or transactiot~.) De~nptton of As~ [ I Income during Gross value at end rc~rting period .... [......... period of reposing ._ ..... Type (e.g. di~., renL or int) ] Value I Code 2 J-P) Value Mct~d Code 3 fQ-W) l)Tc (e.g.. buy. sell, redcmptionl Tran~clions during rc~lng ~rlod Vatuc ~ (41 , Gain m~td&’vv., i Code 2 ~ Code I [ ~ OP) ~ IA-IIJ ~ ] Da~ : 09/I 6/~ 04/29/09 02/26/09 I 1/06,.’09 01/26.’09 I16/24/09 02/26:’09 (5) IdcntiW of buyer seller (,fpnvate rranxatlion)

~,.~.~.g ,~,, ~,,)
Place’lX)" after each assc~ escmpt from pmor di~lo~re

.

,Amoum ]~ Code I [ (A-H)

I ~4. -Best Buy |005. -Blackrock lnc 1006. -Broadcom Corp !007. -Broadcom Corp 1008.-Chubb Corp 1009. -Cigna Cotp 1010. -Cisco Systems Inc 101 I. -Cit Group Inc 1012. -Coach lnc i 1013. -Coca Cola 1014. ~’olgate Palmolive !015. -Companbia Vale Do Rio Doce (name chg to Vale SA-Sp) 1016. -Concophillips I 017. -Cummins Inc 1018. -Cvs Caremark Corp I 019. -Danahet Corp 1020. -Darden Restaurants

Sold Boy Buy Sold Sold (part) Buy Sold

Sold

01/26/0~

Sold

09/02/09 05/2,q,’09

Sold Buy

03/20;09 05/I)6;(19

Sold

05/27/09

FINANCIAL DISCLOSURE REPORT

Page 64 of 172
VII. INVESTMENTS an d TRUSTS - i ........
]

I

Nam¢ of Person Reporting I

D~te of Repor~

07n2;2010

I Sta.aish, ~i.iarn L.

I

i toe,, .......o,s (Includes those of sp ...... d dependent children; see pp. 34-60 of f!ling instructions.)

[

NONE (No reportable income, assets, or transactions.)
A. Description of Assets ,including t ........ts) Placc"{X)" after each asset ..... ptfrompnordiscl ..... T i I B. Income dunng rcporhngpcnod C. ~I Gross vatue at end : of rcpomng peri°d Value Method Code3 ~ I 1 Type (e.g.. buy. sell. I redemption) [ D. Transactions during reporting I’~riod

’.Amount IC°del ](A-It)

T.vpel¢ g. ] Value div .....k 1C0d¢2 orim.) | (J-P)

II

Date Value ~ Gain I mm!dd~’yy Code2 ]Codel I IJ’P) IA’I’)I

Identity of buyer/seller iifpr,’,atc

102 I. -DuPont El De Nemours 1022. -EMC Corp Mass

Buy

04/17/09

Buy

07/21/09

1023. -EMC Corp Mass 1024. -Eaton Corp 1025. -Emerson Electric 1026. -Ensco International 1027. -Estee Laudet 1028. -Exelon Corp 1029. -Exxon Mobil Corp 1030. -Fedex Corp 1031. -Fifth Third Bancorp
1032. -First tlorizon Nat’l Corp

Buy

08/03/09

Sold Sold Sold Sold (par~)

03/19/09 01/05109 03/06/09 04/17/09

Sold

01/29/09

I

1033. -Franklin Res Inc

Buy

01/26/09

1034. -Gap Inc

Sold

01/26/09

035. -General Electric Co 1036.-Gilead Sciences Inc 1037. -Gilead Sciences lnc Buy Sold 01/26/09 12/08,’09

FINANCIAL DISCLOSURE REPORT

n .... r~" ..... e~.ti.e

Page 65 of 172
VII. INVESTMENTS and TRUSTS - ~ .........

Sea.dish, William L.

]

07,’12/2010

]
~.,. t ......,~n~ anclude, tho~¢ of spouse and dependent children: ~ee pp. 34-60 of filing instruction~)

I

NONE (No reT~ortable income, assets, or transactions.)

Oneludmg tn~t asse~s) Place "(X)" after each ~sc: exempt l~t~m prior disclosure

rcpoa~ng period Amoun : Code [ ~ (A-H) Type (e g. di~.. rcnk or int.)

i: of reporting pcr~od .......... Value Value 1"~¢ (e.g, Mc~h(~ buy. sull. Code 2 O-PI Code 3 redemption) [ (Q-W) Sold Buy Buy t Date ~ Value ~m~:d&:~ I Code 2 [ (J-P) IA-H) Gain Code I (if private ldenliu of buycr,~ller "

1038..Goldman Sachs Group I~c 1039. -Google Inc 1040. -Google lnc 1041. oHalliburton Co 1042.-HcssColp ILM3. -Hess Corp 1044. -[ less Corp 1045. -Hewlett Packard Co 1046. -Home Depot 11)47. -Honey,,vell lntl Inc 1048.-|lospira lnc 1040. -Human Genome Sciences Inc 1050. -I BM Corp 1051. -lnlel Corp 1052. -Intel Corp 1053. -Intel Corp 1054. -Johnson & Johnson

03,’1 06110i09 08/26/09

Buy Buy Buy Buy

01 i2g’()9 03/20/09 08/26~,09 09/02/09

Buy Sold (parl)

12/08/09 08/26/09

Buy Sold Sold

03/13/09 06/10/09 01126/09

FINANCIAL DISCLOSURE REPORT Page 66 of 172

~ .... ~ P .... ~e~o,~g
Standish, William L.

Date of ~po. 07/12/2010

VII. INVESTMENTS and TRUSTS - ~.oo=e, ,al.e, , ......
[~ NONE (No reportable income, assets, or transactions.)
A. Description of As~ts ~, B [ Income during i [

,io., (Includes those of sp ...... d dependent children: see pp. 34-60 of filing instructions.J

C Gro~s ~alue at end

D Tran~ctions during re~mg ~riod

¢mcludmg trust assets) Place "iX)" after each ~s~t exempl from prior disclosure

ofrc~ning period ~ ~Amount T~e~ (e.g., ! Value ~ Value [ Code I ! div., r~ Code 2 ~ Method [ (A-H) or int.) (l-P) ~ Code 3 (Q-W) 1[ 1 1 ~ repo~ingperiod

T~e {e.g., buy, sell, redemption)

Date Value mm/d&’yy [ Code 2 ’ 0-P)

Gain C~e 1 1A-H)

Idenuty of buyer/seller 0fpriva~e t ...... ,ion)

1055. -Juniper Networks lnc
1056. -Juniper Networks Inc ~057. -JP Morgan Chase & Co

Buy
Sold Ipar0

02/26/09
06/10109

1058. -JP Morgan Chase & Co 1059. -Kbr lnc 1060. -Keycorp New 1061. -Laboratory Corp Amer Hldgs 1062. -Lorillard Inc !063. -Lorillard Inc 1064. -McAfee Inc 1065. -McDonalds Corp 1066. -McDonalds Corp 1067. -McKesson Corp 1068.-Medtronic lnc 1069. -Merck & Co 1070. -Microsoft Corp 1071. -Molson Coors Brewing Co

Buy Sold (pan) Sold Sold Buy Sold Sold Sold (pan) Sold Buy

03/06/09 09/08/09 05/27/09 01/26/09 01 ,r26/09 04/20/09 08~03/09 03/20/09 05/20/09 10/I 3/09

Buy

03/18/09

Sold

03/I 8/139

FINANCIAL DISCLOSURE REPORT

N .... f P ..... Reporting

Page 67 of 172
VII. INVESTMENTS and TRUSTS - i ........

St~,,,~i,h, William L. I
~ ...........

07..’12/2010

.a,,,s Includes those of sp ...... d dependent children; see pp. 34-60 of fillng in.slruction~)

NONE (No reportable income, assets, or transactions.) Description o~ As~s ~including ~st assc~s) Place "~X)" after each as~ excmpt trom prior di~losurc ~ Income dunng ~ reposing period ~ Amount ] T~pc ~e g.. Code I ] di~.. ~nt. or roll ~ (A-H) ~ :; Gros~ value at end of rc~aing period Value Code 2
~J-P)

T~an~ttions during re~ing ~rmd

Value blclhod Code 3 ~Q-W)

T~ {e.g., buy, ~II.
redemptioff)

Value ] Da~ ]m~:d~’yv ~ Code 2
~ O-P)

Gain C~c I
[A-H)

Identity of buyer,’~l!cr
0fprivat¢

~ Buy Sold Buy Sold 05/12/09 04/I 7/09 01,/05/09 04!28"09

trans~ctton)

1072. -Morgan Stanley t073. -Mosaic Co 1074. -National Oilwcll Varco Inc 1075. -National Oilwell Varco Inc 1076. -News Corp 1077.-Nokal Corp-Spon ADR

1078. -Nokia Corp
1079. -Nokia Corp 1080. -Norfolk Southern Corp 1081. -Northern Tr Corp 1082. -Northern Tr Corp 1083. -Novartts AG÷ADR 1084. -Occidential Pelro Corp 1085. -Omnicom Group lnc 1086. -Oracle Corp 1087. -PNC Financial Svcs Group 1088. -Pepsico lnc

Buy
Sold Buy Buy Sold Sold Buy

01/02/09
07/21/09 II/06!09 01/26/09 05/27/09 04,’29.;09 04128!09

Sold

02,’09,’09

I lncomeGamCode~

.s. =$10(~J or less

B=$1.O01-$2.500

C~$2,501-$5,000

D=$*,,0OI 515.000

E:StS.0Ol-$SItl.~O0

FINANCIAL DISCLOSURE REPORT Page 68 of 172 VII. INVESTMENTS a n d TRUSTS - i,,. ......

.~ .... fP .... a.oo~ng
Standish, William L.

]
J

07,12~2010

~,. t ...... tions (Includes those ogsp ...... d dependent children; see pp. 34-60 of filing in.~tructiong)

~ NONE fiVo reportable itwome, assets, or transactions.)

.......... ~Deaf,piton of As~s (including I~M assets~ h

~
~

a
Income dining
reposing period

:

c’.
:~ Value I’Ve (e.g. iI Date

O.
T~sact~ons during rc~ing ~riod --

Gm~s ~aluc a~ end ~ of rcpoaing period

Am~n ~

Type (e g. 1 Va ue

Value

1089. -Philllip Mogis Intl W/I 1090..Pfizer Inc 109 I. -Pfizer Inc 1092. -Praxair Inc 10~3. -Procter & Gamble Co 1094. -Qualcomm Inc 1095. -Raytheon Co 1096. -Ross Stores lnc 1097. -Schering Plough Corp 1098. -Sch\,,ab Charles Corp New 099. -Sempra Energy ! 00. -St Jude Medical llv,: 10I. -St Jude Medical Inc I I02. -State Street Corp I 103. -State Street Corp 1104. -Taiwan Semiconductor Mt~ Co 1105. -Taiwan Semiconductor Mfg Co

Sold

~/20i~

Buy Sold (part)

07/10."09 03/1

Sold

08;26/09

Sold Sold

06/30/09 11/05/09

Sold (part) Sold Buy Sold Buy Sold

fl6/24i09 10/13/09 05127109 12/15/09 03/06/09 11/06.,09 !

FINANCIAL DISCLOSURE REPORT Page 69 of 172

] Sfa,dish. WU,am L.
~. t ....... don.* (Includes those o/sr ..... M dept.dent children: see pp. 34-~0 of filinx insttuctiong)

VII. INVESTMENTS and TRUSTS - i ........

NONE ~ reportable income, assets, or transactions.)
~ Ocscripnon of As~ts ] Income d~ing ’ Gro~s ~alu¢ at end ~ Sran~ctions during re~rtmg ~nod

~

[ including t~ ~st a~seb]
Pl~cc ~¢X)" aiLer each as~t

~

repoaing ~riod

i of r~Omg period (I) (2)
Date

(3) ~ (4)
Value (, Gain

(5)
ldcnfi~y of

’ Amount

T~e icg..[Va]u¢

Value

T~c (cg..

exempt from poor di~’lo~ute

Code 1

dix_ r~L

[ Code 2

" Mc~pd

bay.~cll,

mm’d~’yy ~ (’~c 2 ~ C~c I

buy~rts¢llcr

1106. -Target Co~ 1107. -Textron Inc l t08. -Textron lnc 1109. -Thermo Fisher Scientific Inc I 1 I0. -Thermo Fisher Scientific lnc 111 I. -Thermo Fisher Scientific Inc I I 12. -’rime Warner Ioc (spinoff of Time Warner Cable’) I I 13. -Time Warner Cable Inc (rec fr Time Warner spinoff’) I 114. -Time Warner Cable lnc I 1i5.-Tyco Intl Ltd I 116, - fyco lntl Lid 1117. -US Bancorp Del 1118. -Unilever PLC ADR I 119. -Vale SA-Sp ADR (tec ti" Companhia name chg) 1120. -Vertex Pharmaceuticals htc 12 I. -Vertex Pharmaceuticals lnc 22. -Verizon

Buy

Buy Sold (part) Sold Ipart) Buy

I 1~/08!09 01;26/0~ 03.’11/00 11/12/09 04f02f09

Spinoff 04102.,’09 from line I 112’ Sold 06.’04i09

Buy Sold Buy

03/] 9/09 01/26/’09 t2/.I 5109 I)5128,’09

Buy

03/’06/09

FINANCIAL DISCLOSURE REPORT

Page 70 of 172

IName
of Person Reporting

Date of Report

07/~2;20~0

VII. INVESTMENTS and TRU STS - i.,. ....... ~.~, t ......... ion~ {lnclude~ those of xl~ ..... rul dependent ,hildren; ,ee pp. 34-60 of filing instruction~.I
NONE (No reportable income, assets, or transactions.} Dcscr~p6on of Asse~s i including trust as~ct~,} Place "IX)" after each asset exempt from prior ~ Income during ’ reporOng period
Ty~~: le.g. ;ICode I ! I%I]~OLII’II di\’,, rcnl, (.A-H) or int

Gross value at end of reposing period Vaiue Code 2 I J-P). ) T’}qpe leg., buy, sell. rcdcmptionl {ode(Q W} ] Value Method Sold 05.:12/09 Sold (part} Buy Buy
Sold

Transaclions during reporting period Value /] Gain ~ Date mm/dd./yy ~ (.’ode 2 {’ode { {A-H! i O-P)

10cnti~’

disclosure

bu),cr.~cller

,i

1123. -Wal Mart Stores lnc 1124. -Wells Fargo & Co New I 125. -Whirlpool CorD I 126. -Wyeth
I 12 ?- -Wyeth

] 07/10A}9 09:’02/09 01/26/09
07/l O/Oq

128. -XTO I:.nergy lnc 1129. -L~,oorning CnB." PA 3.875 - 2018 1130. -Milford Twp PA 3.4 - 2018 131. -Shaler PA Area Sch Dist 3.3 - 2016 1132. -Dreyfus Prem LT lti Yld 1133. -Ishares MSCI Emerging Mkts Index F’d 1134.-Ishares MSCI EAFE Index Fd 1135. -Ishares S&P Midcap 400 136. -lshares Tr S&P Small Cap 600 137. Trust ,~8-B (GST Non-Exemp0 l13g.-BNY Mellon Nat’l Muni MM Fund 1139. -Allegheny Cnly PA llosp Dev Alleg Gen .Hosp 7.375-2012 C Div & Int O T Mon Mk! In,,’ I_ C See Section VIII #1 Buy 06117,’09

FINANCIAL DISCLOSURE REPORT Page 71 of 172 VI !. INVESTMENTS and TRUSTS - ~ ........

I

Name of Per~en Reporting

Date of Report I

07,’12/2010 I

I Standish, William L.

ions (Intlude~- tho.~¢ 4sp ......d dependent ¢hiIdren: ,1¢ p~ 34-60 of filing inxtructions.I t~. t ........

NONE ~o reportable income, assets, or transactions.)
Description of As~cl~ ]ncom~ d~ring ~ Gross ~ aiu¢ at end ’: rran~cl~Ons du~tng rc~rting ~riod

( ~ncluding t~s~ assets) l’lace "[X)" after each ~set exempt from prior disclosure Amount ~ Ct~c 1 Type (e g., ~v, rcnL Value Value Code 2 . Melhod T~¢ le.g. buy, sell. [mm~d~’)3’ Code 2 Code [ buyer.seller

1140. -Allegheny Cnty PA Po~ Aulh SPL Rev ..5.0-202 I 1141. -Athens PA Are~ Sch Dist 4.5-2014 1142.-Bensalem Twp PA 3.5-2012 1143. -Cotmcil Rock PA Sch Dist 4.0-2017 1144. -East Stroudsbur~ PA AR 40-21)22 I 145. -Lanca,stet PA Area Swr 3.4-2012 1146. -Laurel 1 lighlands PA 3.625-201 I 1147. -Ontelauee Twp PA Muni 4. 1-2023 1148. -PA St ltigher Edl Facs Auth College-Ser ..B.4.7-2009 1149. -PA St Higher Edl Fats Auth Set R 4.8-21112 1150. -PA St Higher Edl Fats Auth 4.65-2018 1151. -PA St ttigher Edl Fats Auth 4.0-2010 152. -PA St Tpk Comn Oil Fran Tax - Unrcfund _5.25 - 2009 153. -Pa St Tpk Comn Oil Fran qax - Prerefund .. 5.25-2009 154. -Pennsbury’ Penn Sch 3.375-2011 1~5. -Philadelphia PA Gas Wks Rev Second Set ..5.0-201 I 156..Pittsburgh PA Sch Dist 4.25-2012 Sold 11;02,.’09 Matured Matured 12~0 I,’09 12/01..’09 Buy Maturcd Sold 11,’10,’09 11/02/00 O9/03/09 Buy 09/02/001

FINANCIAL DISCLOSURE REPORT

Page 72 of 172 VI !. INVESTMENTS and TRUSTS - i. .......
........ A Dcscriplion of As~ts (including t~t ~sets) Place "(X)" a0cr each assc) exempt from prior di~tosurc

I William L. - Standish,

Name of Person Repertiag

Date of Reporl

I
: ~. B. Income during re~rling period

07/12/2010

d tu~. t ...... ons (Include~ th .... ~f xp ...... d~pendent children; .~eepp. 34.60 oJ’filing instruction~O d

~-] NONE (No reportable income, assets, or transactions.)
C. Gross ~alu¢ at cad of reporting p~od : :~ ~ ’ Typt- (.g,. buy. ~11, redcmptionI ~ ....... Fransactions during rc~nmg

~) ~ (~)

(~)

-~:~ (t)
Value Melht~d Code 3 {(~W)

~ (:)

~3)

(~)
Gain C~e I IA-H}

--.~ ......

(5)
Idcnhty of buycr,;sclk~ lifprival¢ uansaction~

Amount T~c [e.g.. Value [ C~e I Code 2 d~v., rent. ~ IA-H) ~ or tnt ~ O-p) [ ~

’: Date ~ Va)uc mm~d&~ L’o~ 2 ~J.P)

1157. -Shenandoah Valley Sch Dist PA 4.0-2021

Buy

I 1/24109

I 15g. -Snyder Cnty PA Higher 3.85-2016
59. -Spring-Ford A~a School 4.8-2018 Sold

1160. -Slate Pub Sch Bldg PA College 2.6-2010 1161. -Upper Merion PA 4.0-2013 162. -Wash Cnty PA Auth Rev Girard College .,4.45-2010 163. -W Perry Penn Seh 3,4-2013 164. -AT & T I 165. -Abbott Laboratories I 166. -Accenture Ltd 167, -Adobe Systems Inc 168. -Aetna lnc 169. -Aetna Inc I 170. -Alliance Data Sys Corp
171. -American lntl Group Buy 01/26/09

Sold

05/06.,f09

Sold Sold (pact) Sold

02’26/09 03/06/00 08/18/00

172. -Amerprise Finl Inc

173. -Amgen lnc

Buy

104,’29:09

FINANCIAL DISCLOSURE REPORT

~ .... f v ..... Re~,~n*.

Page 73 of 172
V !1. IN V ESTMENTS and TRUSTS - i .........
A. Dc~r~ption of Assc~s lincludmg ~msl ~tsl ~ 1~ ~ ~

S,a.dish, William L.
~.,,, ....... ,io. ancludes those ofxp .....
D. ~ Gross x aluc at end ~ of rep~mng pe~od .... .... Value I t I (J’P) Code2 Value Method Code 3 f~ge {cg.. buy. ~ll. red~ption}

I
~ dependent children; see pp. 34-60 offiling instruction.~) Ttansaction~ dunng red,tog ~nod

NONE (No reportable income, assets, or transactions.)
C. Income du~ mg rt~ortmg ~’n~

Place "(Xy’ aflc¢ each &ssel cxemp, from p~or di~losure

.Amount] Type te g. !~’~e I [ di .....~ IA-H) I or int } " ~ i ~

Dale

Value ~ Gain [

ldcntay of hu>ct’scller transaction)

I m~:d~’,y C~2 ~C,~e~ ~ [

~

l

~O-w~
Spinoff ~om line 1296

I

1174. -AOL lnc (rec f~ Time Warner ~pino~ 1 ] 7B. -Apache Co~

12/1 I

1176. -Apple In 1177. -Apple lnc Buy ~’l 0,’09

1178. -Auto Liv lnc ~ 179. -Bank o f America Co~

Buy Sold 01129,’~

I 180. -Bank of America (’o~

S~ld

02~11/09

I I ~ I, -Bank of America Corp 1182. -Bank of America Corp I I~q3. -Besl Buy Inc I 184. -Best Buy Inc 1185. -Blackrock lnc 11~6. -Broadcom Corp I IS7. -Broadcom Corp
188. -Chubb Corp

Buy Buy Buy Sold Buy Buy Sold
Sold (part) Buy

05!12/09 06/18’09 03,.’20/09 I)9/I 6i09 04’29/09 02/26/0o 11 ~06’09 ....
01126i09 06/24/09

189. -Cigna Corp

190 -Cisco Systems

Sold. (part)

02i26/09

FINANCIAL DISCLOSURE REPORT Page 74 of 1 72

IName
[ Standish, William L.

of Person Rrpo~ing

Dale of Repor~

07112/2010

NONE (No reportable income, assets, or transactions.)
Dcscripuon of Asset~ lincluding m~s: assels) Place "(X)" after each ~sel excmpl from prior di~rlosurc : ~ I~om¢ during reposing period T>pc 1¢ g., day.. rent, or inr ) Gross value at end of reposing permd ......... ............. Value C~k]c 2 (J-P~ Value Mclhod Code 3 (Q-W~ Type leg., buy ~I.. redemption) ; I’ran~cnons during r~omng ~ri~

~ Amount :: C~e I ~ [A-I I)

Date Value m~,’d~’)’v. Code 2 (LP}

Gain Code 1 [A H)

Idenltly of bu)er, sellcr [if prt~atc transactionl

191. -Coach Inc

Sold

01/28/09

1192. -Coca Cola Enlerprises Inc I ITS3. -Colgate Palmolive Co 1194. -Companhia ’,’ale Do Rio Doce (name chg to Vale) 1195, -Concophillips 11 q6. -Concophillips 1197. -Cummins Inc 1198. -CVS Caremark Corp I 190..Danaher Corp 1200. -Dardcn Restaurants lnc
1201. -DuPont El DeNemours

Sold 05/28109 Buy Sold (part) Buy

09/02/09

01/02!09 03i20/09 05/06/00

Sold
Buy

05."27/09
04117!09

1202. -EM C Corp 1203. -EMC Corp
1204. -Emerson El Co 1205. -Ensco Inil

Buy Buy
Sold

07/21/09 08/03/09
03119109

Sold

01/05~09

1206. -Estee Laudcer Cos CI A 1207. -Exelon Coq~

Sold Sold (part)

03/06i09 04/17/09

and EI3~

FINANCIAL DISCLOSURE REPORT Page 75 of 172

N.,~eorr ..... Reporting

Dat~ofaepor! t

Standish, William L.

07/12,’2010

I

VI I. INVESTMENTS an d TRUSTS - i ......... I,,. t ...... Hoax (Incl,d~ those of sp ...... d d~endent child ....... pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Dc~iptlon of Assc~s 0~tuding wdgl as~ctg) placc’{X)"afm~ each ~gsct cxcmp~ from pno~ disclosure ~ ~ Income during ~¢po~ing p~iod T~¢ l¢.g.. di~.. r~mt. ormt.~ Gros~ ~aluc at end ! ........ of reporting ~r~od [ Value Code 2 [J-P) Value Mc~hod Code3 T~¢ (e.g., buy, sell. : rcdempfionl l’ran~tions during ~c~mng ~iod

;Amount ~Code I iA-ttl

Gain Date ’ Value mm:~’yy ~ Code2 [Code 1
[ [J-P) ,[ {A-H) [~

[deutiW of buyer,’sdlcr hfpri~atc

120g. -Exxon Mobil Co~ 1209. -Fedex Corp 12 I0. -Fifth Third Bancorp 1211. -First Horizon Nail Corp 1212. -Franklin Rcs Inc 1213. -Gap lnc 1214. -General Electric 1215. -Gilcad Sciences Inc 1216. -Gilead Sciences lnc 1217. -Goldman Sachs Group 1218. -Google Inc 1219. -Google lnc
1220. -Ilalliburton Co

Sold

01,’29/09

Buy Sold

01/26/09 02!09/09

Buy Sold Sold Buy Buy

01/26/09 12/08!09 03~13/00 06/1 fl,’09 08,’26100

1221. -Hess (.’orp 1222. -lless C_’orp 1223. -llewlett Packard Co 1224. -Itome Depot Inc

Buy Buy Buy Buy

01/28/09 03/20/09 08/26/09 09/02/09

FINANCIAL DISCLOSURE

Page 76 of 172

fPerson REPORT William
N .... Standish, L.
~ ~ :, B. Income during re~rt*ng period T

Reporting

I "’" 07/12/2010
I

VII. INVESTMENTS and TRUSTS - i ........
A. Deception of Assets l including trust ~sets~ Place "iX)" after each ~set .... pt.ompriordisclosure

t~e, , ...... tions Cl,ctudes ,hose o/~ ...... ~ ~, ~U,~ ~ ~. 3~-60
C. ~ [ Gross ~alue at end ~ of repomng pen~ , (I) (2) ~ Value Value ~, T~e (e.g., Cod..: 2 Method buy. sell. I (J-P) Code3 [ redemption) ~ D Transactions during re~ng period (21 (3) Date ~ Valu~ ~mm/d~’)y C~c 2 C~c I (A-II) [ O-P)

NONE ~o reportable income, assets, or transactions.)

i Amount I Type [ g . ? Code I ] div.. renL [(A-H) ] ...... )

buyer.seller (,fpmate

122~.-ttane~ell ln~l 1227. -Human Genome Sciences Inc Buy 12/08/09

1228. -IBM Corp 1220. -lntel Corp 1230. -Intel C’orp 1231,-Johnson & Johnson 1232. -JP Morgan Chase & Co 1233. -JP Morgan Chase & Co 1234. -JP Morgan Chase & Co 1235. -Juniper Networks Inc 1236. -Juniper Networks Inc 1237. -Kbr Inc 1238. -Keycorp New 1239. -Laboratory Corp Amer tlldgs 1240.-Lonllard Inc 1241. -Lorillard Inc

Sold (part) Buy Sold Sold

08/26/1~ 03i 13/09 06/10/09 01/26/09

Buy Buy Buy Sold (part) Sold (part) Sold Sold Buy Sold

02/11/09 03/06/09 02/26/09 06/10/09 09/08/09 05/27/09 01/26/09 01/26/09 04120,’09

(See (.’otumns C I and D3)

N =$250.001 - $500.000

O =$5[ 0 001 - S I.O00 131)0

P l :S 1.000 (]01 - $5, tY0,,000

P2 =~5,0@3,01}1 - 525.OO0,0(~)

FINANCIAL DISCLOSURE REPORT Page 77 of 172
VII. INVESTMENTS an d TRUSTS - ~ ........

Slandish, William L.

07/12/2010 ~

,io,~.~ a ~,~. , ......ao,.~ a.~t~,~ ~,o~, ,/~ ...... ~p,~d,~, ~i~ ,,, vv. s4-~o o/~t~ i .......

NONE (We reportable i~tcome, assets, or transactional.)
Description of Asscls Income during reposing period G~ss value at end of r~o~mg pcric~ ~ Value ~ Mc~hod ~ ~ Code 3 T~c(e.g,. ~ buy, ~11, : ~ redemption} Date ~ Value [ Gain mm, d~)ry Code 2 [ Cede I I : (J-P) ’(A-H) id~m,ityof buyer,seller {ifpri~aI~

placc’{XV’afierc~hassct " exempt ~om prior disclosure

iA ......t i Typc(cg. ] Value : C~c I ’ div., rent. [ Code 2 ~ (A-H) ~ or in~) [ . (J-P) i

1242. -~A~e I~C

Sold

0~!03!09

1243. -McDonal~s Corp 12~. -McDonalds Co~ 1245. -McKesson Co~ i 1246 -McKesson Co~ 11247.-Mcdlronic Inc
1248. -Merck & Co 1249. -Microsoft Corp 1250. -Molson Coot.,; 1251. -Molson Coors

Sold (~) Sold Buy Buy

03/201~ 05i 12/~ 02/0q,’09 10/13/09

Buy

: 03/18/09

Buy Sold

! 01/02/09 03/18/09

1252. -Morgan Stanley
1253. -Mos~ac Co 1254.-National Oilwell Varco Inc 1255. -Nallonal Oilwcll Varco Inc 1256. -New York Fire-Shield Inc 1257. -News Corp lnc 1258. -Nokia Corp Spon ADR

Buy
Sold Buy Sold

05/12/09
04/17/09 01/05/09 04128/09

Sold

07/2

FINANCIAL DISCLOSURE REPORT Page 78 of 172 VII. INVESTMENTS and TRUSTS -~.,. .......

n ....fv ..... r,po.~.g
Standish, William L. I 07..’12:2010

~. , ....... ,~,,- a,a.a,~ ,hn~e of sp ......d dependent chitd,en; see pp. 34-60of filing instruction.s~)

NONE (No reportable income, assets, or transactions.) Description of As~ 0ncluding t~st as~ts) Placc"lXVa~ereach~ ..... pteompnord,sclb .... Income during rouging pcri~ ; Gross ~ alue at end [ of rc~ing per~ l Vnue O-P~ , Va~uc t’odc~ [ran~ctions during re~ing ~iod

[

’~Amo,nt[ T)p~lc.g., ~tA-tt~ ] ori,,t.I

~e{e.g., ~ D~e , Value ~ Gain r~emptlonJ i ~ ~J-PJ ~ (A-II~ [

Idcnfib-of 0fpn, ate

1259. -Norfolk Southe~ Co~ 1260. -No,hem Tr Co~ 126 !. -Nonhero Tr Coq~ 1262_ -No,hem Tr Co~ 1263. -Novaais AG Spon ADR 1264. -Occidential Petro Corp 1265. -Omnicom Group Inc 1266. -Oracle Corp 12fi7. -Parker ttannifin Corp 1268. -Pepsico Inc 1269. -Pfizer Inc 270. -Pfizer Inc 1271. -PNC Financial Svcs Grp 1272. -Praxair Inc 1273. -Procter & Gamble Co 1274. -Qualcomm In,: 1275. -Oualcomm lnc

Buy ~uy Buy Sold Sold Buy

1~0~’09 01/26/09 02/09/09 05/27/0q 04/29:09 0A~8/09

Buy Sold Sold Ipan)

07/10/09 02/09/09 03/13:09

Sold (part) Sold

08/26/09 09/09/09

FINANCIAL DISCLOSURE REPORT

N ....

fP ..... Reporting I

DateofRepor,

Page 79 of 172
VII. I.NVESTMENTS and TRUSTS - i ........

Standish, William L.

07/12,’2010

I
I,¢, tr ...... "tions (Includes those of sp ..... nd dependent ,.hildren: see pp. 3~-60 of filing ins~uction~) ~.
Income during

~

N ONE (~% reportable im’ome, ass~’ts, or transactions.)

.................. ~ ......
Dc~rip1)on of As~ts (including ~t assert) Place’qX¢’ a~er each ~set exempt from pt,or d,sclosure

~

c.
(I) T~e (e.g, buy.~{}. refiempt,on)

o
Tran~at-tions during rc~mg ~riod ~ (21~ ................. [ ~~- ~ ~ Da~e Valac ~ Gain {mm,d~yr Code2 Code I {J-P) (A-H { { (5) Id~ ~f b,,ye~ts¢l’e, (if private transaction)

~ Gross ~alue a~ end ol reporting ~riod

{1)rcp°ning ~riod(2) ~-~-I~ ~’-[-(2) Value i Value ’~Amoum Type (c g. div.,ren~ l C~c2 [ Method I Code } ~ (A-H) i or inl.) D-P) ’l Code 3 ; (Q-W) ~

1276. -Raytheon Co Sold 06/30/~

~ 1277. -Ross Stores lnc

1278. -Schwab Charles Corp New 1., 9. -Schering Plough Corp 1280. -Sempra Energy 1281. -St Jude Medical lnc 1282. -St Jude Medical Inc 1283. -State Street Corp 1284. -State Street Corp 1285. -Supervalu lnc 1286. -Taiw,’m Semiconductor Mfg Co 1287. -Taiwan Semiconductor Mfg Co ! 28S. -Target Corp 289. -Tetex Corp New 1290. -Textron [nc 129 I. -Textron Inc
1292. -Thenno Fisher Scientific lnc

Sold

11/05/09

Sold (pan) Sold Fluy Sold

06,’24."1)9 10;13;09 05;_,.09 12/I 5,’09

Buy Sold Buy

03/06/09 11/06,09 06.P,4i00

Buy
Sold (part)

09"08~09
01;26/09

FINANCIAL DISCLOSURE REPORT

Page 80 of 172

Slat*dish. William I~ re ~po~.~ .... ....L.

07:1212010
f ~p ...... d dependent children; see pp. 34-~0 of finng instructions.)

VII. INVESTMENTS a nd TRU STS - ~ ......... ~,,,, t .......tions ¢tnctud~ ,h .....
NONE (No reportable income, assets, or transactions.) De~r~p~ion of As~s [i~ludmg t~st ~sc~s) p[ace"(X)"afiercach~set exempt flora prior disclosure [ ~ Income during reporting period ; Gross ~alue at cnd .2 of rc~ing pen~ .... Vance Co~c 2 tJ-P~

rran~ctions ~nng re~ing ~riod

~ ~2)

~An,ount’ T)~(cg. [ Code I I div. rent. " (A-II) ~ or rat) [ ~ L.. ~..~

~t)

-~2~

11)
T~c(c.g.. buy. sell. redemption) ¯ .... Sold (paa) Buy )4/02/09 i 12/I 1/09 Spinoff from line 1295

~ ~2) [ 13) ] ~4)
[ Date ~ Value ~ Gain mm/d~yy : Cod,: 2 ] Code I (J-P) ] IA-H) [ : ~ : ................ 03/I 1/09 11

(5)
Ident~ryof buy~:~ller (ifpn~atc transaction)

Value Mcth~ Code 3 (Q-W~

:

1293. -The~o Fisher Scientific Inc 12~4. -The~o Fisher Scientific lnc 1295. -Time Warner Inc (spinoffof Time Warner Cable) 12o6. -Time Warner Inc (~pinoff of A.OL) 1297. -TimeWarner Cable lnc (rec ti" "rune Warner spinofO 1298. -Time Warner Cable Inc 1299. -Travelers Cos lnc 1300. -Tyco lnt’l Lid (merged into Tyco Int’l Ltd Wtl) 1301. -Tyco Int’l Lid W’I Irecd fr Tyco Intl lid merger) 1302. -Tyco Int’l Lid w.q 1303. -Unilever PLC ADR 1304. -US Bancorp 1305. -Vale SA-Sp (rec fr Companhia name chg) 1306. -Veretex Pharmaceuticals lnc 1307. -Verizon Comm 1308. -Visa lnc CI A 1309. -WaI-Mart Stores Inc Sold

04/02/09

06.:04/09

Merged (with line 1301

03/19:09 03/19/09

Buy Buy Sold

03/19/09 12/15;09 01~6!09 05/28/09

Buy

03’10/09

Buy Sold (part)

01/30/09 05112/09

FINANCIAL DISCLOSURE REPORT

N .... fP .... Reporting

Page 81 of 172
VII. INVESTMEN TS an d TRUSTS - i ....

Standish, William L.

07/12/2010 [

~0 va~.~, rio.s a.a.~.,hosc o/~ ..... ~ ~, ~r~ ~. tr ......

NONE (No reportable income, assets, or transaclions.) Description of As~ts (i~luding t~st ~scts) Pt~e "IXI" after each asset ¢xempl from prior disclosure Income during rcpornag pcrmd Gross ~alue at ct~d i of reposing period ~ .... Va uc Code 2 (J-P) Value Mclhod Code3 :: Type (e.g., ~ buy. sell ~ redemption) Tran~ctions dunng reining ~riod " ~ Date Value Gain ~ mm/d~yy ~ Code. I Code I ~ (J-P) ~(A-It) ~ [

[

. . Amount T~c {c g¯I Code t ~ d ~. ~cnt. [(A-tl) ~ t,rinl.}

ld~ti~’ of buycrt~tlcr (,fpriva[e

1310. -WaI-MaR Stores Inc I311. -Wells Fargo & Co 1312. -Whirlpool Corp

Sold Sold Ipan} Buy

06/l 01,"26/09 09/0Z"(19

1313. -Wyeth
1314. -Wyeth 1315. -Wyeth 1316. -Xto Energy Inc ! 317. -Zimmer Hldgs Inc 1318. -Ishares MSCI Emerg Mkts Index Fd 1319. -I~hares MSCI EAF Index FD 1320. -lshares S&P Midcap 400 1321. -lshares Tr S&P Small Cap 600 322. -Royalty lnt Goose Creek DigI, Ilarris ¯.TX 323. -Royalty Pmts-Cetus Health Care Lid .. Partnership 11 324. Trust ~9 (GST Exempt) 1325. -BNY Mellon Nail Muni MM Funds 320. -Rivcffront Cap Fund LP F Int./Div. PI T Mon Mkt lnv M E See Section VIII Buy Sold 01/26/09 07/10/09

FINANCIAL DISCLOSURE REPORT

Page 82 of 172
VII. INVESTMENTS and TRUSTS -

Standish, William I. 1~ fe a~po,~og

07q2,’2010

NONE (No reportable income, assets, or transactions.)
[~scription of Assets ~ Income during

lincluding ~t a~sets)

~ reposing period ~- .... r -~ ~ Code I

of reposing pertod [ 131 [ : :: iJ-P} [ Code3 redemption) ’ j (J-P} " 14) (A-H) (51 (ifpri*ate transaction}

c~¢mpt from prior disclosure

{A-H, i orlnt.)

~ ’

1327. -Wells Fargo & Co New 1328. -D~fus Premium Ltd T I! t329. -Ishares MSCI EAFE Index Fd 1330. -lshares Tr S&P Small Cap 600 1331. -Spdr Trust Series I 1332. -Midcap Spdr Tr Unit Set I 1333. Trust ffl0 (GST Non-Exempt) 1334. -BNY Mellon Natl Muni MM Funds 1335. -Allegheny Cnty PA PO 4.125 - 2009 1336. -A Ilegheny Cnty PA 3.0-2010 1337. -Luzerne Cnty PA 2.85-2010 1338. -Manheim Twp PA Gen Mu 4.35 - 2010 1339. -Monroe Cnty PA 4.4 - 2013 1340. -Norwin PA Sch Dist 4.5 - 2014 1341. -PA St Higher 3.25 - 201 I 1342. -Philadelphia PA Auth 4.6 - 2012 1343. -Pottstown PA Sch Dist 4.8 - 2016 Sold 06!01!09 Sold ! 07;02.’0q G Int./Div. PI T Mon Mk! In’, Matured 03/02/09 L D See Section VIII #1 Buy 06/17/09

FINANCIAL DISCLOSURE REPORT

Page 83 of 172
V 11. INVESTMENTS and TRUSTS - i .......

I
i

William L.

07/12,Q010

a ........ io,, (Includes those ofsp ......

d depenant children; ,eepp. 34-60 offiling instructions.)

~

N ONE (No reportable income, assets, or transactions.)
~npt~o~ of Asst~ ~ Income ~urmg (iro~ yahoo at end Tran~cllons dunng ~ing ~riod

{including t~l as~ts) exempl trom prior disclosure

rc~mg pcrioa ~ Code I (A-H) air.. ~cnt, or,he.)

~ of ~poamg ~nod Code 2 IJ-PI [ Method ’, Code 3 buy. sell. redemption) rnm/d&.yy ] Code 2 Code 1 I ’ I J-P) tA-H) [ ~ buy~;seli~ lifpr~-ate

[

13~. -Soudeaon PA Area Sch 3.5 -2015 1345. -West Chester PA 3.25 -201 I 1346. -Abbott Laboratories 1347. -Aecenture Lid 1348. -Adobe Systems Ltrd 1349. -Aetna lnc 1350. -Aetna lnc 135 I. -Alliance Data Sys Corp 1352. -Amerprise Finl lnc 1353. -Amgen lnc 1354. -AOL lnc (reed l’r Time Warner spinofl’~ 1355. -Apache Corp 1356. -Apple lnc 1357..AT&T 1358. -Autotiv Inc 1359. -Bank of America Corp 1360. -Bank of America Corp Buy Sold Buy 06/15/09 01129/09 05/27/09 Buy 06:10/09 Buy Buy Spinoff from line 1476 01126..’09 04/29/09 12/I I,’{)9 Sold Sold ~part) Sold 02,’26i09 0~ll 10/09 06.’I 8:09 Sold 05:’06/09

FINANCIAL DISCLOSURE REPORT Page 84 of 172 VII. INVESTMENTS and TRUSTS - i ........

I

Name of Person Reporting

Date of Report

07,.’12:’2010
a

[ Standlsh, William L. ~e,t ...... ,to~ ¢tnctud~s those o[sp ......

NONE (No reportable income, assets, or transactions.) Description of Assets ~including lmst asscts~ Ptace"tXl" aRer c~ch asset exempt l)om prior disclosure ~ ~ Income during reposing period ,, (1i [ 12) Amount ~ Ty~" ~e g. Code [ dtv.. renk : ~A-I!) [ O’ int.~ Gro~s ~aluc at end of reporting pen~ ..... Ill O) ] [2) Value Vah~¢ T)~ (e.g.. buy. ~I1. Code 2 , Meth~ redempfio~l : Code 3 lJ’Pl
!

Tran~ctlo~ ~rtng rc~mng ~21 13) 1 ~41 ~ Date ~ Value ~ Gain ~mm.,’d~t~ (5) Identity of

-

1361. -Bank ofA merica ~o~ 1362. -Best Buy Inc 1363. -B~t Buy lnc 13~. -Blackr~k lnc 1365. -Broadcom Co~ 1366. -Broadcom Co~ 1367. -Chubb Co~ 1368. ~igna Co~ 1369. -Ui~o Systems lnc ~ 1370. -Citigroup : 1371. -Coach lnc 1372. -Coca Cola Enterprises lnc 1373. -Colgate Palmolive Co 1374. -Companhia Vale Do Rio Dote (name chg to Vale SP-Sa ) 1375. -Concophillips 1376. -Concophillips 1377. -Cummins Inc

Buy Buy Sold Buy Buy Sold Sold Buy Sold

’ 06/18/09 03/20/09 09/16/09 ~/29/09 02/26109 1/06/09 0112 06/24;09 02/26109

Sold

01/28/09

Sold

09;02/09 05/28;09

Buy Sold Buy

01/02,’09 03/20,’09 05/06/09

FINANCIAL DISCLOSURE REPORT ’ Sgandish, William L.

I

Name of Pe~+m Reporting

Date of Report

Page 85 of 172 VII. INVESTMENTS and TRU STS - i ........

07;t2;2010
.tions.)

t~. ~ ...... ",ions (lncludt~ those of ~p ..... d depen~nt children; .~er~ 34-60 of filing i ......

NONE (No reportable income, assets, or transactiot~.)

~z)
Place "IX}" after each asset exempt from prior disc[osur¢ Amount Code I (A-H) l’)rc leg . di~., rent. or mt.~ Value C~e 2 ~J-P) Valuc Method Code 3 [ypc (c.g., buy, sell. redemption) Date mm/d~t~

~3) I ~41
Va~c ~ Gain C~c 2 Code I (J-P) ~A-H)

-ldcnti~ of buyrr,~ilcr Uf ~vatc

...... ~. 1378. -CVS Caremark Co~ 379. -D~den Restau~nts Inc 1380. -Danaher Co~ 1381. -DuPont E I DeNemo~s & Co 1382. -EMC Co~ Ma~ 1383. -EMC Co~ Mass 1384. -Emerson Electric Co 1385. -Ensco Intl l~c 1386. -Estree Lauder Co ] 387. -Exelon Corp 1388. -E.’~on Mobil Corp 1389. -Fedex Corp 1390. -Fi/~h 3rd Bancorp 1391. -First Horizon Nall Corp 1392..Franklin Res Ioc 393. -Gap Inc 1394. -General Electric

(Q-W }

[

transaction}

Sold

05127,’09

Buy Boy Buy Sold Sold Sold Sold {part)

~117,’09 07~21!09 08.~03~09 03/19/09 0 IiOM09 03/06~09 04.’17.,’09

Sold

O1;29/09

Buy Sold

01!26/09 01,’26/09

FINANCIAL DISCLOSURE REPORT

Page 86 of 172
VII. INVESTMENTS and TRUSTS - i ........
]
~,. t ..... tions (Includes those of sp ..... nd dependent children; seepp. 34-60 of filing inatructions.)

[

N ONE (No reportable income, assets, or transactions.)
A. Description of Assets l including trust assets) PIa+e "{XI" aIt+r each +~+et exempt from prior all+closure :, B. I [ C. Income during reporting period D. Gross value at end of repotaing period Value Mc~h~ Code 3 (Q-W) Type buy, sell redcmptionl Transactions during reporting I:x’riod __ buyer’+seller !if private transac on~

[

Value +Amount ~ T)~e {e.g.. [ dix., te~k + Code 2 + Code I ~ {A-H) {I-P) I ~ or int.) I i

~m~:d++)w Code 2 Code I ~ "j (J-P) ) (A-H) ;

1395. ~ilead Sciences In+

Buy Sold

01/26/09

1396. -Gilead Sciences Inc 397. -Goldman Sachs Grp lnc 398. -Ooogle I nc

12/08/09

Sold B uy

03/13i09 06/I 0i0O

1399. +Google Inc 1400. -Hal liburton Co 140 I. +Hess Corp
1402. -Hess Corp

Buy

08,’26/I)9

Buy Buy

01/28/09 03/20/09

i1403. -Iless Corp
1404. -Hewlett Packard 1405. -Home Depot

Buy

08/26/09

1406. -Home Depot

Buy

: 00/0Z’09

1,107. -lloneyv,ell Int’l lnc 1408. -Ho:;piria Inc 1409. +1 luman Genome Sciences lnc 1410. -IBM Corp 141 I. -lntcl Corp Buy Sold (part) 12/08/lY) 08/26/09

FINANCIAL DISCLOSURE REPORT

s .... fP ..... Reporting Standish, ~Villlam L. 1

D~leofReport

Page 87 of 172

07/12/2010

I

NONE (No reportable income, assets, or transactions.) De~iption of A~c~x (includin~ tm~t ~ts) c~empt from prior di~losurc Income during [ rcp~aingp~iod [ Ct~e I ~ IA-II} di~.. rent, orint.} ’ Gross valae at end ~I ofrcpoaing ~,od ~. Mcth~ ~ Code3 ~ (Q-W} [ buy. ~11, ~ redemption} T~nsac~tons during reining period . ~mm,’d~yy ~c 2 ~ Code 1 [ ~J-P) ~ (A-H) ’ ~ 03/I U09 06/10/09 buycr~scllcr lifprNate I~ansaction~

[ ~

tJ-P)

1412. -Intel Co~ 413. -lnlel Co~ 414. -J P Morgan Ch~se & Co 1415. -J P Morgan Ch~e & Co 1416. -J P Morgan Chase & Co 417. -Johnson & Johnson 1418. -Juniper Networks Inc 1419. -Juniper Networks Inc 1420. -Kbr hie 142 I. -Keycorp New 1422. -Laboratory Corp Amer lldlgs 1423.-Lonllard tnc 1424. -Lonllafd lnc 1425. -McA fee Inc 1426. -McDonalds Corp 1427.-McDonalds Corp 1428. -McKesson Corp

Buy Sold

Buy Bny Sold Buy Sold Ipar~) Sold (pan) Sold Sold Buy Sold Sold Sold lpar{) Sold Buy

02/11/09 03/06/09 01/26/~ 02/26/09 06l 10/09 : 09,’08/09 05127/09 01/26/09 01/26/09 04/20/D9 08/03/09 03/20/09 05/12.’09 02/09/09

FINANCIAL DISCLOSURE REPORT Page 8 8 of 172 VII. INVESTMENTS and TRUSTS - ~ .......

St~.dlsh, William L. I n~, of e’r$°~ a°p°r"~g

°~’~°~r~°" 07il 2/2010 I 1

~,, t ......

"tion.~ (Includes those o/sp ......d depend,nt ,-hilaren; .,¢e pp. 34-60 of fihng instruction,-)

NONE (No reportable income, assets, or transactions.)
Dcsc~ption of Assets tinclud~ng ~st a~ts) Place "(X)" after each ~t excmpl from prior dt~losurc Income durln~ reporting ~rmd Gros~ ,alue at end of reporting period ~nsactions dunng rc~ttmg ~riod ~ 14) , IdcntiD’ of b~c~cllcr (if private !~

I

~ 111 (2) Amo~m Tyw ~c g, { Code { I di~., rcm. [ (A-H! ~ or int~

111 t2t {I) , ~2) i (3) Value i G~m Value Value Type {e.g.. ~ D~tc ~ buy, ~clL Code 2 Meted ~mmrdd’vy Code 2 ~ Code I I (j_p) I IA.ll { redemption) Code } ) {J-Pl i

1429. -McKesson Co~

Buy

10/13~09

1430. -Medtronic Inc 1431. -Merck & Co 1432. -Microsoft Corp 1433. -Molson Brewing Co 1434. -Morgan Stanley 1435 -Morgan Stanley 1436. -Morgan Stanley 1437. -Mo.c~aic Co 1438. -National Oilwell Varco I nc 1439. -National Oilwell Varco Inc
’ 1440. -Nokia Corp

Buy

03/18.09

Sold

03/18i09

Buy Buy Sold Buy Sold
Sold Buy

05/27/09 05/I 2i09 04117:09 01 ,05/09 04/2g/09
07/21/09 I I ..’06.’09 "

1441. -N orfotk Southern C orp

1442. -Northern Tr Corp 1443. -Northern Tr Corp 1444. -Nolthern Tr Corp 1445. -Novaritis AG Spon ADR

Buy Buy Sold Sold

01/26,’09 02/09/09 115/27;09 04/09/09

Name of Per~en Reporting

Date of Report

FINANCIAL172 Page 89 of DISCLOSURE REPORT [ Standish, William

VII. INVESTMENTS and TRUSTS - i,,. ......
A De~riplion of As~ts i including ~st assc~s) Place ~X)" after each ~set exempt I~om prior disclosure --a. ~ C.

~,, tr ...... ,ions (Includes those of sy~ ..... ~ dependtnt children; seepp. 34-60 of filing instruction.)

NONE (No reportable income, assets, or transactions.)
Income during r~ning pcr*~ ~¯Xmounl Ct~c 1 ~A H) ] I~6. -Occidental Pelro Co Type (e.g , d~., rcm. ~r int.) D ~ Gross value of reputing period Value Code 2 ~J-P) Value Mct~ : C~¢ 3 ~Q-W~ T)pe te.8.. buy sell redemption) Value .: Gain ~ Date mmiddi)), ~ Code 2 [ Code I ~ [J-P~ :: (A-H) I [ Buy ~/28/09 ldcnttty of buyer, seller ~ifpri~’a~e transacnon}

~7. ~racle Co~ 448. -Omnicom Gr Inc Sold 01/29/09

1449. -PNC Financial Sys Grp

1450. -Parker Itannitin Corp 1451. -Pepsico Inc 1452. -Pfizer lnc 1453. -Prax~ir Inc 1454. -Procter & Gamble Co 1455. -Qualcomm lnc 1456. -Raytheon Co 457. -Ross Stores Inc
1458. -Schering Plough Corp

Sold (parl)

03/13/09

Sold

09/09:"09

Sold
Sold

06/03,’09
11/05.,09

1459. -Schlumberger Led 1460. -Schwab Charles Corp New
146 I. -Sempra Energy Sold [pan) 06124,’09

1462. -St Jude Medical lac

FINANCIAL DISCLOSURE REPORT Page 90 of 172 VII. INVESTMENTS and TRUSTS - i .......
A. B.

N .... f e ..... Reporting Standish, William L ] ~,,. ,ra~’actions [Incluar those o].W ...... d dependent child,in; see pp. 34-60 of f!ling instructionO 07/12!2010

NONE (No reportable income, assets, or transactions.) ~ C. D

cxcmpl from p~or d~lo~llrc

’ [ Code I i I di~., ct~n. otint.) t (A-H) ~

Code 2 [ (J.p) [

~ Method C~¢3 :~

buy. sell, redemption)

~m~’~ Code 2 Code ’ I O-P) i[.’-H)

(if pr,,’a,c

. 1463. -St Jude Medical lnc 1464. -State S~eet Co~ 465. -State Street Co~ 1466. -Taiwan Semiconductor Mfg Co 1467. -Taiwan SemiconduCtor Mfg Co 1468. -Target Co~ 1469. -Textron Inc 1470. -Textron lnc 1471. -Thermo Fisher Scientific Inc 1472. -Thermo Fisher Scienlific Inc 1473. -Time Warner lnc (.spinoff of Time Warner Cable) 1474. -Time Warner Cable (reed fr Time Warner ~pinoll) 1475. -’l-~me Warner (_’able lnc 1476. -Time Warner Cable lnc (spinofl’of AOL) 1477. -Time Warner Inc 1478. -Tyco lntl Led (merged w’lntl Tyco W/II 1479. -Tyco lntl Led

Sold Buy Sold Buy Sold Buy

10/13/09 05~7/09 12/I 5 03~06/09 11/06/09 06/30/09

Buy Sold (part) Buy 04/02109 04,’02/09 Sold

09/08/09 01/26/09 I/I 2/09

06,’04/09 12/I 1/09 12/I 1/09 03/I 9.;09

Buy

03;19..’09

FINANCIAL DISCLOSURE REPORT Page 91 of 172
V! 1. INVESTMENTS and TRUSTS - i ........

~ ....

f Person Reporting !

D~te of Report

Sta.,mh, William L.

07/12/2010

I

t t,,,. r~ .....ion, ¢lnclude, tho.,e of sp ....... d dependent children; see pp. 3~-60 of filing in~uctions.)

~

N ONE (No reportable income, assets, or transactions.)
De~r~ption of As~ls lincludmg t~s~ asse~s} Place "IX)" alter each asset exempt from prior di~l~ure Income during rt~ortmgl~riod jAmount ~ Type(e g. I Code I [ ’ (A-H). ~ or tnl.I Gross ~aluc at tq~d [ ~ I of repoSing pcri~ Value IJ P) Value Code 3 T~c (cg., . : redemption) T~an~cltons during rcpo~mg ~r~od

~ Date ~ Value : Gain ~mm.’d~’~ [ C~c 2 ~ C~c I .

Idcnn~ of buyer sctl¢r

1480. -Tyco Intl Lid W!I (merged into Tyco Intl Ltd) 1481. -Lrnilever PLC 1482. -US Bancorp Del

Merged with line 147g~ Buy

03/19/09

12/15/09

Sold

01/26/09

1483. -Vale SP-Sa (rec fr Companhia name chg) Buy

05/28/09

1484. -Ve~ex Pha~acculicals

03110/09

1485. -Verizon 1486.-Visa Inc 1487. -Wal Marl Stores lnc 1488. -Wal Mart Stores lnc, 1480. -Wells Fargo & Co New 1400. -Whirl~’,ol Corp 1401. -Wyeth 1402. -Wyeth 1493. -XTO Energy 1494. -Dreyfus Premier Lid Term 1495. -lshares MSCI Emerginag Mktz Index Fd 1496 -lshares MSCI EATE Index Fd Buy 06/17/09 Buy Sold 1part) Sold Ipart) Sold (part) Buy Buy Sold 01/30/09 05/12/09 06/02/09 01/26¢09 09/02/09 01/26’09 07/10/09

FINANCIAL DISCLOSURE REPORT . Standish, William L. Page 92 of 172 VII. INVESTMENTS and TRUSTS - i
NONE (No reportable income, assets° or transactions.)

I

Name oi Person Reporting

Date of Report

07/12/2010

............... A.
De_~cr~ption of As~ts linciuding rmst assct~)) Pla~ze "tXl" after each as~t exempt from prior disclosure

~

t~.

c.
Gross value at end of reporting period Value Code 2 (J-P1 Value M.cthod Code 3 tQ-W) Type (e.g., b)~y, .sell. rcdemptlor0

o.
Transactions during rep,,2.rtlng period Gain Code I (A-HI Identi~" of buyer/seller (ifpnvale tionl

i Income during ] reporting D-’riod )Amount Type I,c.g, ! (.’ode I I di’.., rent. or inl.t i (A-H) i L ~-~

[ Da.~e~! Value mm!dd.’yy (.?ode 2 t J-P) ! .......

1497. -lshares S&P Midcap 400 1408. -lshares S&P Small cap 600 1499. Custody Acct ~2 (In~est Adv Acct 100% .. lnt) 1500. -Central York PA Sch 3.0-2015 1501. -SEI Tax Exempt Trust 15112. -Laurel PA 3.0 - 2009 1503. -Monroe City PA 2.8-2016 1504, -PA State 5.0 - 2010 1505.-PA State 5.0 - 2013 1506. -PA State 5.0 - 2023 1507. -Red Lion PA Sch Dist 3.0-2013 1508. -Ltd Partnerships -1509. -J&S Reahy Asst,~cs. Markh~m. Ontario CN. .. Real Estalc 1510. -Agilent Tech Inc 151 I. -Allied Cap Corp Ne~s 1512. -Aqua America Inc 1513 -Auto Data Proc B C D Distribution None None Dividend Dividend L M T T K M W T Sold 08/20,’09 J B Interest None None M M M B Interest None T T T U T Buy 10/05/09 M O T T Matured Buy 11/12!09 09,’22/09 M M Buy 10/15/09 M

FINANCIAL DISCLOSURE REPORT Page 93 o f 172 VII. INVESTMENTS and TRU STS - i ........

N .... r~ .... ~po~.;
Standish, William L.

I
]

07/I 2,,’20

~e, t ......
~
Income during reposing p~i~

tio~ (Include~ tho~e of sp ......d de~ndent ch~ren; see VP" 34-60 of fding i

~

N ONE (No reportable income, assets, or transactions.)

................................ a.- " A
Dcscri~ion of A~cls li~cludin~ t~st a~els) Placc"(X)’afi ..... basset cxcmp~ I?om prior diffiosure

,’.
Gross value a~ end
ofrepo~ti~g period ......

Tran~ctions during rc~ing ~riod ld~tityof bu~cr/~llcr Itfpnvate

~A .....’i

T}pc{cg., L’~e I di~.. rtmt, ’ ~ (A-H) or int.)

Value i Value Code 2 Method :1 (JP) ~ Code3

T)peic-g., buy, ~11 redemption)

Gain [~ ~1 Date ; Val~, ~mm/dd’~"l[ Code ~ C~e I , , O-P) transat’lion) IA-Hi ~ ] ~

1514. -BJW lnc tS Corporation), Alcxandna,V A ~ 1515.-Bemis Co 1516. -City Nat’l Co~ 1517. -Coming Inc 1518. -Fai~oint Comm 1519. -General Eleofic Co 1520. -Great Plains Energy lnc 1521. -Hewlclt-Packard Co 1522. -Johnson & Johnson 1523. -J P Morgan Chase & Co 1524, -Kimberly Clark Co~ 1525. -Lilly (Eli) & Co 1526, -Merck & Co 1527. -Mon~nlo Co New 1528. -Pepsico lnc 1529.-Pitney ~wes Inc 1530. -Prater & Gamble C D E B D E E A D C E C B B

None Dividend Dividend Dividend None None Dividend Dividend Dividend Dividend Di~’~de~ Dividend Dividend Dividcnd Dividend Dividend Dividend

K L L L

U T T T Y T Sold Sold Buy Sold (p~) 08/20/09 J : 08/20/~ 08120~09 08/20/09 L L

M PI O M N N N M M 1_ O

T T

T T T T r T T T Sold (pan) 08/20.’09 L Bny 08/20/09 M

FINANCIAL DISCLOSURE REPORT Page 94 of 172

.... ..... William
Standish, z ..... ,

L.

1
]
I).

07/12/2010

’1

I

VII. INVESTMENTS and TRUSTS - ~,,,.0 ..... ~,,,, ......~o~ a~a.~,n.~. ~/~v ...... a ~.v,~., ~aa,.~; ~.,w ~-6o.¢~n.~

~

N ONE (No reportable income, assets, or transactions.)

........

.~

..... ~

~
i2! Ty~ (el.. div.. rent, or int.)

L reposing perI~
Place "(Xl" after each ~t cxcmpl from prior disclosure ~ !~l i Amounl ~ C~e I tA Ill . C D B D

I of rep?amg p~iod ~i~ ~) Value Valile Code 2 Methc~ I J-P) Code 3 IQ-W) M N L M T T T T

~i~
[~e (e.g.,

buy. ~11, r~empiion)

~ (2) !31 ~ ~4~ Value Gain Da~ ~o~ I i mm/d~’D’ ~ Code 2 (A-Ill O-PI I [ ___ I ..........

/.

~~ .... Id~mtiiy of buycr,’sellcr (if privale transacttonl

153t.-Smucker J M Co 1532. -3M Co 1533. -United "[ech lnc 1534. -Verizon Communications 1535. Agency Acct #1 153(7. -Hillman-Burgettstown Mineral Acct (2.6% ..Income lnt! 1537. Brokcr A/C # I ( 100% Interesi) 1538. -Abbotl Laboratories 1530. -Alberto Culver Co New 540. -Alliance Wordwide Privatization Fnd. CI A 154 I. -AIIscripts Healthcare 15"l-2.-Amazon Corn lnc 543. -Amer International Group Inc 544. -Applicd Micrtv,:ircuiis Corp 545. -Ariba Inc - New 1546. -Bank of America Corp

Dividend Dividend Dividcnd Di’,idend

Buy

08120i09

L

None

.1

U

Coal Royalty

C A B

Dividend I)ividend Dividend None None None None None

L K

T T

L L

T T Buy Sold 04/21/09 10/22!09 L J

K L M

T T T Buy 03/16/09 K

,4.

Dividend

1547. -Bank of America Corp

Sold (par1)

05/07/09

J

FINANCIAL DISCLOSURE REPORT Page 95 of 172 VII. INVESTMENTS and TRUSTS - ~,,. .......

~ .... ,~" ..... .,~-~
Standish, William !,.

07/12/2010 ]

io,, ~-~,, ........ (Includ,, tho.~¢ 4sp ........d d~p,nd¢nt cMIdrtn; stt p~ 34-~0 of filing imtruction~:)

NONE (No reportable income, assets, or transactions.)
Dem~ption of As~ts ~imluding t~t asset~} Plac~ "IX)" after each as~t .... pt ~om prior dlscl .... Income during reposing period i Gross ~aluc at end of reposing period ’ V~lue ~ Method t Code 3 T~pe leg., buy. sell rc~emptlon) D Transactions during rc~rting

Value I Amount i T~p¢ Ic g-. ~ Code I { di .......t. ~ Code 2 : (A-H) . or mr) l J-P}

~e ; Value mm:d~")~ ~ C~e 2 ~ (J-P)

Gain i Code I ~A-H)

ld~tity of buyer:~ller (ifprivate

1548. -Ba~es & Noble Inc

B

Dividend

K T Sold I 1/0~/09 I 1/09/~ L F

! 549. -B~stol Myers Squibb Co 1550. -Burlington No.hem SanIa Fe

B A

Dividend

L

Dividend None I. T

t 55 I. -Care~sion Co~ 1552. ~hina Fund Inc ]553. ~itigroup lnc 554.-Citigroup Inc A C

Buy Buy

L

Dividend Dividend

T

~i10/09

L

A

J

"~" T

Bu~

10/22,’09

J J

~old

11/23¢09

(pan)
Dividend M

1555 -( oath ]nc

1556. -Coca Cola Co 1557. -Comcast Corp CI A 1558. -Comcast Corp CI A - Spl 1 S59 -Co 1~ ng Inc 1560. -CVS Caremark Corp 1561. -CVS Caremark Cotp : 1562.-Cypress Semiconductor Corp Del
: 1563. -Dow Chemical

C A A A

Dividend Dividend Dividend Dividend

L K

T T

K

T T Buy Buy 08124/09 11/09/09 L K

A

Diwdend None

1. K
K

T T
T

A

Dividend

1564.-E I duPom deNemours

C

Div)dcnd

L

T

Page 96 of 172

]

Standish, William

L.

07/12/2010

NONE (No reportable income, assets, or transactions.) De~riptton of Assct~ ¢tncludmg tru~t assets) Place *~XI~ after each asset exempt from prior di~losure Income dunng ~ reporting ~rmd ~Amoun/ [ T)pe (¢ g., [ C~c I di~., ~en/, IA-H) i ~ orint) ~ [ Gross ~’alue at end [ of rc~mng p~tod Value Code 2 ~J-p) Value Mclh~ Code 3 (Q-W) T B Dividend K T Buy
D Dividend N T
F~e (e.g,

Tr~cuons dunng reporting
Idt~tir~~ of

~ Da~e ~ Value

Gain

buy. sell. redemption)

mmidd, yy ~ Code 2 [ Code I ~ (J-P) ~ ~A-H~ ~ ~ ] i 08/31/09 K

buyer"seller I~fpri~ate tran~ctmnl

1565. -Electro-~fical Sciences Inc 1566. -Emerson Electnc 1567.-Ened Inc New
156g. -Exxon Mobil Corp

Buy

10/16;09

L

1569. -FPL Group lnc 1570. -FE1 Co 157 I. -Fairpoint Comm 1572. -Flextronics Int’l Lid USD 1573. Gamestop Corp New CLA 1574. -General Eleclric Co 1575. -General Mills lnc 576. -Glaxo Smithkline 577. -Googte Inc 578. -tlanesbrands Inc 579. -I I J I leinz Co 580. -Hologic lnc 1581.-Home Depot Inc

B

Dividend None

L L

T T T Sold ! 0/22;09 J

B

Dividend None None L K M L K M L L K L

T T T T T T T T T T Buy (M-/2 I.Oq

D FI B

Dividend Dividend Dividend None None

C

Dividend None

C

Dividend

FINANCIAL DISCLOSU RE REPORT Page 97 of 1.72
VII. INVESTMENTS and TRUSTS - in .......

~ ....f P.so. R.po~.~
Standish. William L.

D.,. of a~po,t 1
[ 07~t2~2010

lue, t ...... ,D~s tln,:ludes those o/sp ..... ~ dependent childr ....... pp. 34-60 of f!ling instruction,.]

~

NONE (No reportable income, assets, or transactions.) C. Gross value at end Income cluing [ of re.fling p~i~ r~o~ing period ~ (I)~ Amount Value Va~ue ~)’pc leg, Piacc "(XY’ afic~ each ~sctI Code Method Code 2 di ...... ~. .... p, from prior d,~l ..... ’ L~-H) C~¢3 Dc~riptio~ of Assets (including ~s~ ~ssc~s) :
u, mI., ] (J-P, L ..... .......

........... A

~:

B.

D Tmn~cdons during re~ing ~r~od Ideally of
buyer.~clk~ ,

T~e (e.g.. buy, sell.
redcmp, ion,

], Date [ Value Gain I ~ ~ ~ C~e 1 i Ilmm’dd" i Code. I (A-H) ~
I (J-P’ { ~

~,fpr,,ate

1582. -Hospira Inc 1583. -JP blorgan Chase A CO 584. -Johnson ~ 3ohnson 1585. -Macy’s D~I Sto~ 1586. -Magtercard Inc 1587. -Medco tilth Solutions lnc 1588. -Memc Electronic Mtls lnc : 1589. -Merck & Co Inc 1590. -Microsoft Corp 1591. -Nctflix Inc 1592. -Nntfi’Systens Inc 1593. -Orion Energy Sys 1594. -Otix Global Inc ~rec fr SoniC Innovations name chg) 15q5. -Otix Globa In¢ t 596. -Pepsico lnc 1597. -Pfizer Inc 1598. -Pfizer Inc (rec fr Wyeth Merger

A A B A A

Dividend Dividend Dividend Di~.idend Dividend None None

L L L J L M K M L

T T T T T T T T T Sold ~pai1) ~ ~/06/~ L Buy 1~15/09 J Boy 07/22/09 L

C []

Dividend Dividend None

B

Dividend None None

L

T Sold I 1/12/09 06/17/09 Sohl 10/22/0q K J J

J

T

C D

Dividend Dividend

M M

T T T 10!16/09 L

FINANCIAL DISCLOSURE REPORT Page 98 of 172

fr .... ~e~rlin~ ]r~ ..... s,~o,~. William L.

~teo~Repor! °7/12~2°10 34-600ffilinginstru,’tions.)

I

t,,., VII. INVESTMENTS and TRUSTS -i ........ ......
-~ NONE (No reportable income, assets, or transactions.) .... A. L~rtptior, or Assets I.including mast assets) Place "(X)" after each asset exempt fi’om pric~ disclosure

tions(ln¢lud~rthoseofspo ..... d dependent ,hitaren; set pp.

B. Transactions during reporlmg period Gross ",,a ue at end Income during of reporting peri,~rtl rcpoV.tng pe~-it~l (2) : ~3) ’~ [4) /l) tl~ ~ (2) (1) 12) Idemiry ol . Type (e.g.. Date Value Gain Amount Type t,e g, Value ! Value i Code I div, rent. (?ode 2 Method buy. sell. mm.,’dd~,’yy i Code 2 Code I buyer.’scllcr (ifpri~.~e {J-P} | tA-H’I redemption) tA-H) orint~. i (J’P} i Code3 ¯ transaction) ! {Q-W) ¯

i

:

1599. -Procter & Gamble Co 1600. -Ralclip Hldgs lnc New 1601. -Rochester Med Grp 1602. -Royal Dutch Shell 1603. -Sally Beaub’ Hldgs Inc 1604. -Sanofi.Synthelabo 1605. -Sara Lee Corp 1606.-Schlumberger Ltd 1607. -Smucker J M Co New

B

Di’,idend None None

K L K K L M K L L

T T T T T T T T T Buy 06/17/09 08/31/09 J 02/02109 I I/I 2/09 12/15i09 K K K L

B

Dividend None

C B A A

Dividend Dividend Dividend Dividend

1608. -Some Innovations lnc (.name chg to Otix Glbl) 1609. -Suncor Energy 1610. -Stmpo’,~cr Grp CI A 161 I. -Sunpower Grp CI B t612. -Teco Energy, Inc 1613. -Teva Pharmaceutical 1614. -3M Co 1615. -Unilever NV New York Shs New B A D C A Di’,;idend None Nt~ne Di’,idend Dividend Dividend Dividend K K L M M K T T T T T T T

Buy Buy Sold (part)

F1NANCIALpage 99 of 172DISCLOSURE REPORT

Standish, William L

07/12/2010

VII. INVESTMENTS and TRUSTS -i ...... ~,., ...... .,io..,a,c~a,s,h .... ¢~r ....... adeptndentchild~n;~epp. 34-60offillnginstrucrlon~.)
NONE (No reportable income, assets, or transactions.) I ~ : l’~e (e.g., buy. ~ll. redemption) :~ Da~e ~

~[uding t~¢t as~’ts) Placc’(Xl" nfler each a~et .... pt from prio, disclosure

I

reposing period

~ of reporting p~iod ~ VMue C~c 2 tIPI ~ Vzluc Method (’ode 3

~Amoum : l)pcleg. I C~c l div.,rent. [ (A-H~ or ira.}

imm~d~$

Valae i Gain Code 2 ; Ct~e I (J-P) [ (A-It)

Identity of buseri~ller I~f priv~le

~ i ~

616. -Vefizon 1617. =WaI-M~ Stores Inc 1618. -Watts Wtr Technologies Inc 1619. -Wyeth (merged into Pfizer) 1020. -Zimmer Itoldings lnc 1621.-Templeton Developing Mkts 1622. -India Fuml Inc 1623. -’rempleton Russ a E Europe Fd Inc 1624. -Templeton Russia E Europe Fd Inc 1625. -Bank of Baroda-NY 0.4-2010 1626. -Beal Bank - TX 0.3-2010 1627. -Smith Barney Money Funds 1628. Agency Acct #2 (100% Interest) 1629. -Blackrock US Treas MM Fd ~*02 1630. -State Lea~ 195 (Operated by Gulf Stream ..Resources,lnc) 1631. -Rycade Lease Section 28 (operated by ..Termo Co) 1632. Note Rec from Ron Bacon* ID/BiA Village ..Dell) (*defaull)

C B A B

Dividcnd Dividend Dtvidend Dividend None

L L L

¯ I T T Merged v, ith line 1598’~ 10/06/09

L M M L

T T T T T Buy Sold (part) Buy Buy Mon Mkt Inv 1/I 2.’09 1~15,’09 09/01/09 09/01/09

B B B

Dividend Dividend Dividend.

None None E Dividend

M M O

7T ~1

A

Dividend (No income) ~No income) None

K

T

Mon Mkt lnv

L

U

Dale of Repot|

FINANCIAL DISCLOSURE REPORT

I Name of Person Reporting

Page 100 of 172
VII. INVESTMENTS and TRUSTS - ~ ........
A
Description of A ssets (including trust as~er:,) PLace "~ XF" after each as~t exempt from prior disclosure

07il2/2010

[ Standish, William L.
t~o, r ........ ,io.~ (Includes those of spouse and dependent children; see pp. 34-60 of filing instruclionsO
C. D
i Gross ~ alue at end ’. of reporting period It) 12) Value ] ValueMelhod (.’ode 2 Code 3 (J.p) (Q-W) L (1~ Type te.g., buy. sell, rcdcmptkm)

~’~ NONE (No reportable income, assets, or transactions.)

B.

i

Income during reporting period iI) I ~2) Amount [ T~,pc (c.g, Code I i dr.. rent. ~ {A-H) or mt) i ] C Dividend

Transacttons during reporting (2) (3) (4) Date Value Gain imm,dd"yy Code 2 Code I |A-|t) (I-P) i (5) Identi~" of buyer, seller (if private transaction)

1633. Trust #1 I 16.25% income interest) 1634 -Cisco Systems Inc ’ 1635.-Exxon Mobil Corp 1636 -Johnson & Johnson 1637. -Pfizer Inc 1638.-PPG Industries Inc 1639. -Blackrock US Treas lnst CI Fd #02 16z,0. ~’alamos Growth Fund #606 1641. -Harbor Fund Int’l #1 I 1642: -Jennison 20/20 Focus Fd 1643. Trust # 12 (6.25% income interest) 1644.-Blackrock MM l:und #01 I (,45. -Agilent Tech 1646. -Allergan Inc 1647. -Amgen Inc 1648. -Apple Inc 1649. -Bank of America

T

K

E

See Section VIII

Sold (pan)

01;06"09

Mon Mkt lnv Sold (part) Sold (par~) Buy C Dividend N T Mon Mkt Inv 0 U05,’09 01/05,O9 05/05,’09 K D See Section VIII #1

Buy

)7/10/09

P4

Buy Sold

07/10/09 fl7/10/09

FINANCIAL DISCLOSURE REPORT Page 101 of 172
VII. INVESTMENTS and TRUSTS - i ........ --A.
De~[ipl~n of Asset~ 0nc~uding t~st as~ts) Place "[X)" afl~ each ~sct

~.~ I ’~’~"~ or P ....
] Standish. William L. d deptndent c~ildren; set pp. I

07/12/2010

I~,, , ...... ,,~.~ a.cl.des thox¢ ,gsp ...... ( .....
G~o~s valu~ ~t ~nd ~ of rcporimg p~viod Value Code 2 (J-PI Value Method {~ode 3 (Q-W~

NONE (No reportable income’, assels, or transactions.)

r ..... a.[ Income d~ing reposing ~eti~

T~an~tions duriag r~ing ’ Date :: Identity of ofpnvalc ~tansact,on ~

:Amount I T)~ [~.g.. Code I
o{ int.)

[ .... 1650. -Baxler lnll lnc 165 I. -Beclon Dickinson & Co 1652. -Boeing Co 1653..Bristol Myers Squibb Co i654. -Clio Systems Inc 1655. -Ciligroup lnc 656. -Costco Wholesale Co~ 1657. -EQT Co~ 1658. -EQT Cow 1659 -Equ table Rc~urses Inc 1660 -Exxon Mobil Co~ 166 !. -Exxon Mobil Co~ 1662. -FPI, Group :~ 1663.-Fai~inl Comm 16~. ~eneral Electric Co 1665. -Goldnmn Sacks Group lnc 1666. -Google lnc CI A

~ Ty~ (e.g., ~ j redemption} ~ ....... Buy Buy

Value
~ (J-P)

Gain ~ (A-H) ~

~ ’ 07H 0/09 07/10;09

Buy Buy Sold Sold Buy Sold [pafl)

07I 10/09 07110~09 01/06/09 07/10/09 01/02!09 07110/~

Sold (pa~) Sold (pa~) Buy Sold

01/06,~09 ] 07!10/09 07/I 01/06/09

Buy Buy

07/10/09 07/10,’09

FINANCIAL DISCLOSURE REPORT Page 102 of 172

r~a~,e or e ..... aepo.~o~ Sea.dish, William L.

0a,~ o~ .epor, 07/12:2010

V II. IN VESTMENTS and TRUSTS - i ......... i,,, t ........ ions (Includes those of.ip ..... nd dependent children; set pp- 34-60 offillng insttuction~)
NONE 0Vo reportable income, assets, or transactional.) Description of Assct~ (incl~mg t~st ~ssctsl
Place"lXJ" a~cr each ~set cxcmptfrompnotdisciosur¢

:

h,come du~mg reposing perit~

: (iros~ value al end " of reporting p¢[iod
Value Code 2 {J-p) I Value i Method ’ i C~c 3 T)~ (~.g. buy, sell redemption)

Transactions d~ng reposing ~riod _
i Date ~ Value Gain[ tn~d~.’y~ C~ 2 I Code I . ] (J-P) {A-H) i I Identi~ of buyer..~i!er (if private

A~otmt ~ F~e leg. ~ Co~ I d~v.. renk [ I A-H) I or mt }

[ (Q-W)

t

lran~chon)

1667. -[ I ewlett-Packard Co 1668. -Ingersoll Rand 1669. -Intel Corp 1670. -lnt’l Business Machines Corp 1671. -Johnson & Johnson 1672. -Legg Mason lnc 1673. -McDonalds Corp 1674. -McKesson Corp 1675. -Medco Hlth Solutions Inc 1676. -Medtronic Inc 1677.-Microsoft Corp 1678. -Oracle Corp 1679. -Pepsico Inc 1680. -Pepsico In 1681. -PPG Industries Ine 1682. -Pranair lnc 1683. -Procter & Gamble Co Buy 07/10:09 Buy 07/10/09 Buy Buy 07/10/09 07/10.:09 Buy Buy 07/10,’09 07:1 ff~09 Sold 01/06!09 Sold 01/06/09

FINANCIAL DISCLOSURE REPORT

~,~of p~r~n Re~o~*~
Standish, William L.

Page 103 of 172 VII. INVESTMENTS and TRUSTS - i ........
A Description of As~I5 Itncluding trust assets) Place "(XF afict each as~t exempt from prior dlsclo~urc = ’ ;

07,12/2010

~,o. , ......tions flncludes those of spouse and dependent chilarenz see pp. 34.60 0[f!ling ins~uctions.I
C. Gross ~alue at ~n~d of repoaing period .... tl) [ll ’ ~2~ ~y~ ~e.g, Value ~ Value buy. sell. Code 2 ~ Me~od redemption) (J-P) Code 3

NONE (No reportable income, assets, or transactions.) B Income during r~ing period 12] [ Amounl Type leg., ~ C~le I i div., rcnL : or int.) Iran~clion~ dunng I (2) (3) Value Gain . Date mm,d&’vv Code 2 . Code [ (J-P) i (A-HI Idemz buycr,’scll~

1684. -Schlumberger Lid 1685. -St Jude Medical Co 1686. -State Street Co~ 1687. -Stryker Co~ 1688.-~eva Pha~aceu~ical lnds Lid ADR 1689. -Trans~ean Lid 1690. -Unilcvcr NV New York Shs New 169 I- -Union Pacific Con? 1692. -United Health Group lnc ~603. -Unifed Technologies Con? 16941 -Venzon 1695. -Artisan Fd~ Inc Int’l Fd n661 1606. -Fidelily Adv Diversity lnt’l F~I ~734 1697. -Ishares Trust MSCI Emerging Index Fd 1698. -Ishares Trust MSCI EAFE Index Fd 1699. -Janus Mid Cap Value Fd 1700. -R S Investment Mgml Small Co Gr Fund

Buy Buy Buy

07/I 0/09 07/10i09 07/10/09

Buy

07il 0,"09

Buy Buy Buy

07i10/09 07~10z09 07/10/09

Sold Sold Sold

07;08~,09 07/08/09 07/10:09

Sold

07;08~09

"

Sold

01/05,’09

FINANCIAL DISCLOSURE REPORT Page 104 of 172

I I

Name of Person Reporting

Date of Reporl

, Standish, William L.

07/1212010

~

N ONE (No reportable income, assets, or transactions.)

[i~luding

cxcmp~ ~om prior di~losure

] 7~ I. Fidu(’ia~ Positions - 1702, T~sl 1703. -BNY 1704. -AT&T 705.-Abbolt Laboratories 706. -Accenture Ltd (merged into Accenture PLCI 1707. -Accenture P[.C (reed fr Accenture Ltd 1708 -Adobe Sys Inc 1709. -Aetna Inc ~710. -Aetna Inc 171 I. -Alliance Data Systems Corp 1712. -Amerprise Finl Inc 1713.-Amgen lnc 1714. -Amgen lnc | 715. -AOL lnc (rec fr Time Warner} 1716. -Apache Corp Buy Spinoff from line 18411’ 04/29/09 12/11/09 Buy 01/26/09 Sold Sold 05;’06’09

Merged ’ 09/01/09 with line 1707i

I
Sold 02/26109 Sold (part) 06/I 8/0c~

09!01/I19

03/10!09

17 t 7. -Apple Computer Ine

FINANCIAL DISCLOSURE REPORT Page 105 of 172
VII. INVESTMENTS an d TRUSTS - ~ .......

Name of Person Reporting ] , Standish, William L.

Date of Report

I

07./12:2010

]
~ dependent children: see pp. 34-60 o filling instruc6ons.l

~.~. , ...... ,io~ ¢ln¢ludes tho~e of gp .....
~_

~

NONE (No reportable income, assets, or transactions.)

Oncludmg ~st as~ts)

:

r¢~iug period

]

of rcpooiag perked .......

_

Place "IX)~ after cach a~t cxempt from prior di~lo~urc

~ Code I : d~, ~cnt. {A-H) [ or int.~

C~e 2 {~-P)

Mcrh~ Code 3

buy, ~ll, red¢mptton

mm,,’d&’~ [ Code 2 I J-P}

Code I tA-HI

buycri~llcr 0fprivate

171S. -A~llo Group Inc 1719. -Autoliv lnc 720. -Bank of Amertca Co~ 721. -Bank of America Co~ 722. -Bank of America Co~ 1723. -Bank of America Co~ 1724.-B~t Buy lnc 1725. -Best Buy lnc 1726. -Blac~ock Inc 1727. -Broadcom Co~ C1 A 1728. -Broadcom Co~ Cl A 172. -Chubb Co~ 1730. -Cigna Co~ 1731. Ci~o Systems Inc 1732. -Coach Inc 1733. -Coca Coh Co 1734. -Colgate Palmolive Co Sold 09/02/~ Buy Sold (pan) Sold Buy Buy Buy Sold Buy Buy Sold Sold [paO) Buy Sold (paa) Sold 01/26/09 )6;02,09 01:29/09 02/11/09 05il 2:09 06/I 8:09 03/20~09 09ilfi/09 ~/29/~ 02!26/09 1i0fi/09 01/26R~9 ~/24/09

FINANCIAL DISCLOSURE REPORT Page 106 of 172
VII. INVESTMENTS and TRUSTS - i .........

[~m~o~P I

.....

Reporting

Date of Report

07/12/2010

Standish, William L.

i~e. tr ......tion.s (Includes tho~e of sp ...... d dependent children; seep~ 34-60 offiling in~tru,-tions.)

~

N ONE (No reportable income, assets, or transactions,)
Desc~ption of Assets ~inciudlng ~st as~ts) [ B r, Income during reposing ~nod C ’: Gross value at cnd ~ of rc~mg pertod Value Mclhod C,~de ~ (Q-W) D. , T~9c (eg, buy, redcmplion) _ 05128/09 I Dale Value ] Gain m~’d~ C~e 2 [Code I I (J-P) Idcnti~ of buyerisel[~

’ ~ ~

Piace "(X)" after each asset exempt from prior d~losure

! 1 ~Amounl : Code I ~ (A-H) ~l

Value T~pe (e.g.. div., rca~ [ Code 2 IJ-[’) or lnl ~

1735. -Companhia Vale Do Rio D~e (name chg to Vale SA-Sp ADR) 1736. -Concophiltips

Sold
(pa~) Buy

03/20/09
05/06t09

1737. -Cummins Inc

1738. -CVS/Carematk Corp 1739. -Danaher Corp 1740. -Darden Restaurants Inc
741.-Dell Inc Buy 04/17/09

Sold

05/28/09

1742.-Du Pont E I De Nemours 1743. -EMC Corp

Buy

07!21/09

1744. -EMC Corp 1745. -Emerson El Co

Buy Sold

08/03.~09 03,19/09

1746. -Ensco Int’l Co 1747. -Estee Lauder Cos CI A 174g. -Exclon Corp 1749. -Exxon Mobil Corp

Sold Sold

I)1’05’09 03/0~.’09

Sold (part)

04/17/09

1750. -Fairpoint Comm

Sold

03/06,09

1751. -Fedex Corp

FINANCIAL DISCLOSURE REPORT
Page 107 of 172

I I

Name of Person Repotin8

Date of Report
07112/2010

, Standish, William I,.

VII. INVESTMENTS and TRUSTS - i.,. ...... t=e, ,~ ..... .,ion, an,,,.~..~ ,ho,. o/~o=~..~ ~,,-~,-, ~i+~,~;,~..-6o oy~t~.~ i ....... ~io~

~

NONE (No reportable income, assets, or transactiot~.) Dcsmp~ien of Assets lincl~ing trust assets) Place "(X )" aflc~ each ~sct exempt from prior disclosure B. Income dunng reposing ~riod li Amount [ Code I ~A-H) . T)~¢ e.g., div., tent. or int ~ C. Gross value at end ol’r~ng ~r~od Value Code 2 (J-p) Value Mcfl~od Code 3 1"}pc tc.g., buy, ~IL rcdcmptionl D. T~nsactton$ during r~mg period Idcmhy of buyer?seller (ffprivate

~

Value Gain Da~ , mm.’d~)- ] Code 2 Ct, de I [ : O-P} : {A-tl)

1752. -Fifth ~kd Banco~ 1793. -First Horizon Nad Co~ 1754. -Franklin Res Inc 755. -GAP Inc ~ 756. -GAP Inc 1757. -General Electric Co 1758. -Gilead Sciences lac 1759. -Gilead Sciences Inc 1760. -Google Inc 1761 -Halliburton Co 1762. -Hess Corp 1763. -1 tess Corp i764. -Hewletl Packard Co 1765. -Home Depot 1766. -1 Iome Depot 1767.-Honeywell int’l lnc 1768. -Hospira Inc

Sold

01/29/09

Buy Sold Sold

01/26/09 01 ~26i09 02/09i09

Buy ~ld Buy

01/26/09

08/26,’09

Buy Buy Buy

01/28,09 03/20/09 08/26/09

Buy

09/16,’09

FINANCIAL DISCLOSURE REPORT

NameofP ..... Reporting Standish, William L.

DateofRcporl ] ] 0W12/2010

I

Page 108 of 172
VII. INVESTMENTS and TRUSTS - i ....

e. ~.~, , ........,~o~ a~ ,ho~, o/ ~ ..... ~ ~.~,~, ~,~: ~ r~. ~4-~o or ~i.~

NONE (No reportable income, assets, or transactions.) Dc~riplion of A~s 0ncl~ing ~st assets~ Place "iX)" after each ~t exempt from pfio~ dish)sure ] ~ Income during reposing period ~ Gros~ ~alue a~ end : ofrc~o~mg period .... Value Method Code 3 (Q-W) Buy T)~ (c.g, buy sell, redemption) rransactmns dunng re~mg ~riod ~. [ Da~ ~ Value Gai~ . ~ m~d~:)5, ~ Code 2 ~ Code [ A .......... ~ 12/08/09 Sold (pan~ 08i26/09 [~ O-P) ~ ~ (A-H)

_ ]dcnt~D of buyer (if private tr~sacuon~

i Amoun~ g~c (c.g. , I Value ~ C~de I d)~.. rcnL [ C~e 2 (A H) t or int.) 0"P) ]

769. -Human Genome Sciences 1no 1770. -IBM i 771. -Intel Co~ 1772. -Intcl Co~ 1773. -Intel Co~ 1774.-Johnson & Johnson 1 775, -Juniper Networks Inc 1776. -Juniper Networks Inc 1777. -Juniper Networks lnc 1778. -Kbr lnc 1779. -Keycorp New 1780. -Laboratory Corp Amer |lldgs 178 I. -Limited Brands Inc 1782. -Lorillard In 1783. -Lorillard Inc 1784. -McAfee Inc 1785. -McDonalds

Buy Sold Sold

03/13/09 06/10/09 0ff26/09

Buy Sold (part) Sold (part) Sold Sold Buy Buy Sold Sold Sold (part)

02!26/09 06/10;~09 09/10/09 05,’291[~ 01126,t09 I 0t08,’09 01/26/09 I 0.,’08/09 08/03109 03/20J09

FINAN CIAL DISCLOSURE REPORT Page 109 of 172

N .... [ P .....Reporting [ Standish, William L. 1 Date of 07/12:201

~

N ONE (No reportable income, assets, or transactions.)
Description of Assc~s ¢mcluding trust a~ts) ~I~ce"~XY’ afic~ each assc~ "" exempt [tom prior &sclogure Income during ~ Gross ~ alue at end ~ ; of reposing permd ..................... reporting ~’nod ~A~un~ Code I ] tA-tl) , Sype ~eg. d~-. rcn~. or int.) ]Value i Code 2 ~J p) ~ ~ Value Mc~hod C~e 3 i IQ W~ ~ $~ leg.. buy,seLl, redemption) lran~ctmns during reposing Da~ Value : Gain J mm d~v C~e 2 Code I ] (J-p) ~A-H) J ..... Sold 05~t 2,’~ 02/09/0q Id~ of huvcr.’seller ’[ trznsaet~on)

.

786. -McDonalds 1787. -McK~qson Co~

Buy Buy

10/13/09

1788 -McK~son Co~ 178q. -Medtron]c Inc Bot 03/18/09

790 -Merck & Co lnc 1791. -Merck & Co Inc (rec shs fr Sobering Plougl mergerj 1792. -Microso~ Corp 17~3. -Molson C~rs Brewing Co B

11105/09

Sold

03!18/09

1794. -J P Morgan Chase & Co Buy 02/I 1/09

17q5. -JP Morgan Chase & Co 1796. -.IP Morgan Chase & Co

Buy

03/06/09 05/12’0’~ 04,,’17/09 01/26/09

1797. -Morgan Stanley !798. -Mosiac Co 1799. -National Oilwell Varco lnc 1800. -National Oilwell Varco Inc

Buy Sold Buy Sold

04/29!09

802. -N~kia Corp Spoa Adr

Sold

07/21/09

2 Value (ode~

J =$1.’3 00~ or less

K =g 15.001 - 550 00(I

I. ~$50,001 - $100.0~l

M :$100,t}OI - S250,00tl

Name of Per~oa Reporting

Date of Report I

FINANCIAL DISCLOSURE REPORT

Page 110 of 172

¯ Standish, William L.

/
-~ ~ ~: B Income during r~oatng peri~

I

1)7il2~2010

NONE (No reportable income, assets, or transactions.)
-- ---~ " Dcscription of As~-ts ¢incl~ing tra~ as~ts) Place "IX)" aflc~ cat-h ~set exempt from prior d~sclosu[e C. [ Gross value at end of topping peri~ _ ~ ............ ....... Value Code 2 (J.p) Value Method Code 3 Trans~ct~on, du~tng rc~a~a~ period -

’: Amoun~ ~. (’odt" I ~ IA-It)

Type ~e g.. di~.. rent. or int.)

i

T~ge (.g. buy, sell. : mm,;d~ yy ~ Codelj P)2 rcdemptionl ~ .

CodelA_H)l

buyer(if pri~alescilcr

Buy 1803. -Not/~lk Southern Co~ 1804. -No,hem Tr Co~ Buy Sold 01/26/0q

05~27.’09

1805. -No,hem Tr Co~

1806. -Nova~s AG Spon Adr ~ " 1807. -Occidental Petto Co~

Sold Buy ~/28/09

~ 808. -Omnicom Group

’1
809. -Oracle Co~ Sold 12/09~09

1810. - P NC Financial Svs G~

18 ! 1. -Parker Hannifin Corp
1812. -Pepsico Inc 1813. -Pfizer lnc 814. -Pfizer lf’~c Buy (17110.’0~)

1815. -Phillip Morris Sold (part) 03," 13:09

1816 -Praxtr Inc

1817 -Procter & Gamble 1818. -Qualcomm Inc Sold (parl) Sold (18/26’09

t819. ~Qualcomm Inc

FINANCIAL DISCLOSURE REPORT , Standish, William L.

I~me

of P~rson E~porfing I

Da~r of Repot!

Pagelllof172 VII. INVESTMENTS and TRUSTS - ~ ......... ~., ........ion, a~,.z~,,~o,, ~ ...... ~
C D.

07!12/2010

I

~

NONE (No reportable income, assets, or transactions.)
B {i~ludmg t~sl ~sets) Place’~X)" after each asset ~-xcmpt from pdot disclosure

~ of ~¢po~mg pcri~ reposing ~r~od -q2~ ..... 11~ (2~ {1~ Vzlue Value g :Amoum Tvp¢ ie" " ¯ Meth~ [ (’ode I dry rent [ (’ode 2 Code 3 ~ ~Adt) or mr.) ~ IJ-P)

(D [~ ~cg. buy, sell. redemption)

Date ~* Value ~ Gain ~ ’ *mmzd~’y~ Co0c 2 ~ Code I ~ (J-P) ~ (A-H)

Idcnti~ of buycr,scilet ifpd~ate

1820. -Raytheon Co 182 I. -Ross Stores lnc Sold (part) Sold 07,’0 06,’30/09

1822. -Ross Stores lnc

1823. -Sempra Energy I824. -Schefing Plough Co~ (merged into Merck & Co) 1825. -Schwab Charles Co~ New Sold 06:24.t09 Merged with line 1701 l iOS.t09

1826. -St Jude Medical Inc 1827. -St Jude Medical lm

Sold Buy 05/27/09

~ 828. -State Steer Co~ 1829. -S~te Street Co~ 830. -Taiwan Semiconductor M fg Co 1831. -Taiwan Semiconductor Mfg Co

Sold Buy

12!16/09 03 I 1,:06:09

Sold Buy

1832. -Target Co~

06:’04/00

1833. -Textron Inc 1834. -Textron Inc Buy 09/I 0/09

~

1835. -~¢rmo Fisher Scientific Inc

Sold

0MI 0,’09

, 1836. -~e~o Fisher Scientific lnc

Buy

I 1~12109

Name of Person Reporting

Date of Report I 07/12;2tH0

FINANCIAL DISCLOSURE REPORT Page 112 of 172

I

i Slandish, William L. !

VII. INVESTMENTS and TRUSTS - i ........ tu,., ...... -,on$ (i,dud¢$ those of sp ...... d depend .... hildren; see pp. 34-60 of f!llng i ...... "tlons.)
NONE (No reportable income, assets, or transactions.) Dc~cnplion of &ssets (including ~s~ assets) placc "IX V alicr each ~ Income dunng ,orting period ;Amount ~ T?~c (c g. I Code t die.. rent. (A-H) :. or in~ ) l [ Gross value at cn~ of rcp~ing ~ri~ Value Code ~ (J-p) Value Method IQ.W~ Code 3 Type (e.g., buy. sol[ rcdcmpnon~ r~ns~cuons dunng rc~mng . ~ Da~c Valuc Gain [mm;’dd’sy Code 3 Codc I ~ ~ ~ [dcntit) of buycr.scUc~ transaclion~ _

1837 -Time Warner Inc (spmoffof Time Warner Cable) t 83g. -Time Warner Cable Inc freed fr Time Warner spino~ 1839. -Time Warner Cable Inc

~/02/09 Spinoff from line 1837 Sold 04/02/09 06/04/09

184~. -~ime W~er lnc Ispinoffof AO~) I~1 -Tyc~ Infl lid {mc~gcd into Tyro lnfl k~d-~V,ql 1842. -~yca lnfl [Id-W,q {~ecd fr Tyco In0 Lid-Will 1~3. -~yco Intl Ltd-W/I r 1844. -Unilever PLC ADR I MS. -US Bancow Del ! 846. -Vale SA-Sp ADR (rec fr Compaaia name chg) 1847. -Veretex Pharmaceuhcals Inc 184S. -Veretex Pha~aceulicals Inc I ~9. -Vi~a lnc (-I A 1850. -WaI-Ma~ Slores Inc 1851. -WaI-Maa Stores Inc 1852. -Wclls Fargo & Co New

.

12/I Merged [(w~th line 1842) 03/19’09 Buy Buy Sold 05.:28~0~ 03i I q/09 12~16~09 0U26/0q

Buy Buy Sold (paOl Sold (paa~ Pan Sold 01i26~09 "" Buy

03i10i0q 01/3Ot09 05;12/0q 06;02/09

[

1853. ~k~lrlpool Co~

0qi02/09

I FINANCIALpage 113 of 172DISCLOSURE REPORT I Slandisho William L.
NONE No rtTortable income, assets, or transactions.) Dc~nption of Assc~s
Place"I~" afl~-r c~h a~>e~

Nsme of Person Reporting

Date of Report 07/12/2010

VII. INVESTMENTS and TRUSTS -i ......... ~,. , ...... ,io,.~ ancludes those of sp ...... d de~ndent child ....... pp. 34-60 of filing in,s’tructions.)

:

Income during repoamg pt~iod C ~e ~ d~ rcn : (O.w)IA-H) ’ or int.~

~ (3ros~ value at cnd of rc~a~tng period
~ Vzlue ’ Valttc I)~ (.g .

Tran~cllons dunng rc~)~ing _
~ Dale Value ~ G~in Idcn~a¥ of

’AmounI ’ T~c leg.

exempt from p¢ior distiL, sure

Method J (’~c 2 (J-p) ~ Code ~

bu~. ~11. rcdemption~

~mm:’d~’yy Code 2 ~’odc ~ ~J-P) ~ (A II) ~

buyer,seller

~ 854. -Wyeth 1~55. -Wyeth 856. -Xto Energy Inc 857. -lslutres Tr S&P Small Cap 1858. -BNY Mellon Emerging Mkts Fd CI M 1859. -BNY Mellon Inr’l Fund CI M /860 -BNY Mellon Mi~Cap Stk Fund 1861. -BNY Mellon Small Cap Stk Fd CI M 1862. Trust #14 (No Benet" Interest) 1863. Trust ~15 (No Benef h~lerest) 1864. -Trust tt|7 (No 13encf Interest) 1865. -BNY Mellon Nat’l Muni MM Fund 186t~. -Dreyfus Div’ersified lntl 1867.-Dreyfus Diversified lntl 1868. -Dreyfus Di,,ersified InH i869. -’Dreyfus Di,,ersified lntl I 1870. -Dreyfus Preminm C~lifTax Ex Bd Fd None N T

Buy Sold

01/26/09 07/10/09

Buy

01/05/09

I See Section VIII See Section VIII #2 L Mon Mkt Inv Buy Sold (pail) Sold (part) Buy Sold O6.’29.’09 11/12/09 1 ~23~09 12,"3 Ii0q 06/25109 D See Sect=on VIII ~2

FINANCIAL DISCLOSURE REPORT Page 114 of 172
Vll. INVESTMENTS and TRUSTS -~.,, ......

[ Standish, William L.
tranxa~tion~ (Includes those of ~l~ouse amt dependent children; see pp. 34-60 o] f!ling instruction~.) ~ ....

~

N ON~ (No re~or~able income, assets, or transactions.)
A l)cscr~ption of.,~sct~ B. Income during ~ G~oss value at end ~ (2) Value Method Code 3 ~Q-W~ ’. T~ (e.g., buy, sell, r~dcmption} ~ Tran~nons during reporting

Place"tXl" ~flcr each as~ct cx~p~ from p~r disclosure

(I) ~- 11) ’ (2) ~Amount T)~ It.g, [ Value ’, Code I dry . rent. / Code 2 ~) [ {A-H} or n~.) / (J" ’ ..... /

Dale ~ Value : GaiI~ mm.’dd yy ~ (’od~ 2 ~ ~e I [ {J-P) IA-H)

Identity of buye~sellcr lifpr~vatc ~ransact,on,

I g7 I. -t I~sman S~rategic Growth Fd 872. -H~sman Strategic Grox~th Fd 1873. -Hussm~ S~rategic Total Rel Buy 1iI 2/09

Buy Sold (pa~)

l 1 ~ 12,’0~ 2123/09

1874. -H~ssman Strategic Total Ret 1875. -Ishares S"P GSCI Commodit~-lnd ~ 1876. -BNY Mellon Emerging Mkts Fd CI M

Sold (pail) Buy

12/23/09

Sold

06/25;~ 06/25;’09I

1877. -BN~" Mellon lnt’l Fund CI M 187g. -BNY Mellon l.g Cap Stt~k Fund C1 M 187~-BN~ Mellon Lg Cap SIt~k Fund CI M

Sold Buy

~/29~09

Buy Buy ~

1880. -BNY Mellon Lu Cap S~ock Fund CI M

1881. -BNY Mellon Lg Cap S~ock Fund CI M [ 882. -BNY Mellon Lg Cap St~k Fund CI M

Buy 10/01/09

Buy Buy

1883. -BNY Mellon I g Cap St~k Fund (’l M 1884. -BNY Mellon Lg Cap Sl~k Fund CI M

Sold Buy

I 1/12/09 IZ~I 8,’09

1885. -BNY Mellon Lg Cap S~k Fund CI M [ IS86.-B’~Y Mellon L~ Cap Stock E~d CI M ~ 1887 -BNY Mellon Mid Cap Stock Fund CI M

Sold (pa~) Sold ~parO

IZ~23/09

06/25,’09

FINANCIAL DISCLOSURE REPORT
Page 1 15 of 1 72 I Standish, William L.

07:1212010
l I.e. t .......ions (Includes those of sp ...... d de~ndtnt children; seepp. 3¢-60 of filing instruction.sO

VII. INVESTMENTS and TRUSTS - i ........

~

NONE (No reportable income, assets, or transactions.)
A Description of Asset3 lincludmg ~m~t assels) Place "{X I" after each asset exempt l~om prior disclosure -B. Income durlflg reporting per=od [Amount : Type tc g.. ,, Code I ~ div., rent. ~ (A-il) ~ or int ) ’Cross *alue zl end ,. ofrcpomng ~criod .......... Value Code 2 O P) Value Melhod ! [ Code 3 Type {cg. buy, sell, rcdempt~on) Fran~ctions during r~t;ng ~riod

Value Cain ) Date "m~d~yy ~ Code 2 (]’t~le L : {J-P~ (A-H) ~

Idcnl~t~ of bu)er.scllcr (if private

1888. -BNY Mellon Mid Cap Stock Fund CI M t 88q. -8NY Mellon Mi~ Cap St~k Fun~ CI M
1890. -BNY Mellon Natq inter Muni Bond Fd CI M 1801.-t~NY Mellon Nal’l In(er Muni Bond Fd CI M 1892.-BNY Mellon Nat’l Inter Muni Bond Fd CI M I ~93. -BNY Mellon Na~’l liner Muni Bond ~d CI M 18q4. -BNY Mellon Nail Sf~ Muni Bond Fd

Sold
(paa)

~ I 1/12109 12/23/09
06.~5"09 06/~9/09 I 1~12/09

Sold
(pa~) Svld Buy

Buy

Sold Ipa~) Buy

12/23~t09 06/29/09

1895. -BNY Mellon Nail S:T Muni Bond Fd 1896. -BNY Mellon Natl S/q" Muni Bond Fd

Buy

1 lfIZ:09 12/23!0q

Sold (part) Sold I part ) Sold (part) Sold (part) Sold

1897. -BNY Mellon Small Cap Stk Fd CI M 1898. -BNY Mellon Small (lap Stk Fd CI JM

06/25;09 I Iil~+/0q

1899. -BNY Mellon Small Cap Stk Fd CI M

12/23/09 06/2~;I)9

1900. -AT&T

1901. -Abbott Laboratories 1902. -Acccnturc Itd 1903. +Adobe Systems Inc ! 004. -Aetna lnc

Sold Sold Sold Sold ~part)

05/06/09 06]29/09 02;26!0~ 03/10/09

FINANCIAL DISCLOSURE REPORT

r, .... f Per~on Rtpon’ing Standish, William L. I Date of

Page 1 16 of 172

07.’12,’2010

]

NONE (No reportable income, assets, or transactions.) Dcscrtpt~o. ot ~s~’t% Oncludmg t~st ~ets) ~lacc *IX~" after cash as~t exempt from prtor disclosure lnctnnc during reposing pcr~od Amount i T)~¢ leg. " Code I ~ d~v . rent. ; ~A-H} I or in~ ) ~ ~ ~ Gros~ ~ alue at end ~ of rcpofling Value Code 2 IJ P~ ~ ~ . ; Value Mclh~d Code 3 (Q-W) [~pc (c,g, buy, sell redemption} Ttan~ctio~s during re~rtmg permd

Value ’, Dale :m~:d~,’~ I Code 2 ~ ~l-PI ~ i 06/18/09 06/29/09 01/26/09 0(u’29!0q

Gain Code [ ~A-HI

Identity of buyer.scIIt~ tifpn~ate tran~ac~on~

1905~ -Aetna lnc ’ 1906. -Alliance Dala Sy.~ Corp 1907. -Amerprise Finl Inc 1908. -Amerprise Finl Inc ! 1900. -Amgen lqlO. -Amgen I 19I 1. -Amgen t 912. -Apache Corp 1913. -Apple Inc I I01~.. -Au~oliv Inc 1915. -Autoliv Inc 1916. -Bank of America 1917. -Bank of America 1018. -[lank o f America 1919. -Bank of America 19_0. -Bank of America 192 I. -Best Buy lnc

Sold Sold Buy Sold

Buy Sold Sold Sold Buy Sold Sold (part) Sold Buy Buy Sold Buy

~ IM;29/09

106/29109
106/29~0q 06/29/09 ’ 06/02/09 06!29/09 01/29/09 02/11 !09 05! 1Z"09 06/18/09 06/29/09 I)3/20/09

FINANCIAL DISCLOSURE REPORT ¯ Standish, William 1..

Name o[ Person RepoSing

Dale of Report

Page 117 of 172

07/12,.’2010 ,~,,~,.~

VII. INVESTMENTS a n d TRUSTS - i ........ t .......... .,io,, a,,.~od~ ,h,,,~ of~ ~ ~,,, ~,~:,~ r~- ~-60 of~i,~ i ......

~

N ONE {No reportable income’, assets, or tratlsactiorzs.)

...... .~. ................
Description of Assets

-a ....

~ ....

(. - ...................

~ ..............

Pl~c¢ "IX)" after each as~t exempt from prior d~sclosure

~Amount I r)vc ~e.g.. ] Vak~¢ [ (’~c I ~ d~v.. rcm. [ Code 2 I ~A-!I) i~ o~ mr) ~ O-P) :

~ ..... A ........... ~ ...........
Sold

Value Mc~hod Code 3 iO-W)

[ypc leg. buy. sell. redemption)

~

Gain Code I ,~mm’d~’>v- . (od~ _ (A-II) ~ IJ-t’) ] [ Date :, Value

_~ ...........................

Idcnthy of buyer.seller (ifpri~a~¢ transaction)

1922. -Best Buy Inc

06129/09

1923. -Blackrock lnc 1924. -Blackrock Inc

Buy

(~!29/00

Sold

06/29~09 02/26.’09

1925. -Broadcom Co~ 1926. -Braadcom Co~

Bu~ Sold

~6,’29/~

1927. -CVS Caremark Corp
1928. -Chubb Corp

Sold
Sold

06.;29,;00
01/26,’0q

(pan)
Sold 06/29109

1929. -Chubb Corp 1930. -Cigna~,,orp

Buy

06,’24!09 06/29/09

193 I. -Cigna Corp "1932. -Ci~co Sys Inc

Sold Sold (pan) Sold

02/26!09

1933. -Cisco Sys lnc

06/29/09

1934. -Coach Inc 1935. -Coca Cola Enterprises Inc 1936. -Colgate Palmoli’,’e 1937. -Companhm Vale Do Rio Doce {name chg to Vale SP-Sa ADR) 193~, -Concophillips

Sold Sold Sold

01/26/09 06!29."09 06;29!09 05i28/09

Sold (pan)

03/20109

FINANCIAL DISCLOSURE REPORT I

Standish, Willinm L.

Page 1 l 8 of 172
VI i. INVESTMENTS and TRUSTS - i ..........

IName
of Person Reporting

D~Ie of Rcpor!

07i12/2010

i t,,, tP ......ons (Includes those of sp ...... d dependem ,hildren; see pp. 34-60 of fillng i ....... tions.)

NONE (No reportable income, assets, or transactions.)
Description of Assets {including t~s~ asset5l Place "tX)" af)cr each as~t exempt ~om prior disclosure ~ Groxs value at end Income during of ~cpo~ing pcrtod , reporting pcriod :. (I1 t21 ~1~ ~ (21 ~; Amount 1)9c leg. [Value ~ Value ~ Code 1 [ Mc~h~ di~.. renk I Code 2 i (A-H) or int.~ [ (I-P) : Code 3 Tran~clions dunng tc~mg ~riod (11 T~9¢ (e.g.. buy.~ll. redemption) , ............ I (2) (31 (~) Gain ] Date Value ]mmid&’)3, Code 2 Code I ~ (J-P) IA-H) 151 Identity of buycff~llcr (if private :

1939. -Concophillips 1940. -Cummins Inc ! 94 I..Cummins Inc

Sold Buy Sold

06/29/~ 05,’06~09 06/29/09

1942. -Danahan Co~

Sold

06/29~09

Sold 1943. -Darden Res~uranls lnc 194a. -Dell Inc Sold Buy

05/27/09 06/29/1~

1945. -Du Ponl El De Nemours

~17/09

1046. -Du Pont El De Ncmou~ 1947. -Emerson Eleclflc Co

Sold

06~29/09

Sold

03/I 9?09

~1948. -En~o Inlemational lne
1949. -Estce Lauder Cos C1 A

Sold Sold

01/02/09 03/06/99

1950. -Exelon Co~ 195 I. -Exelon Co~ ilq52. -Exxon Mobil Co~

Sold (part) Sold

~i17/09 06,29,’00

Sold Sold

06/29/~ 0(~,’29;09

1953. -Fedex Corp 1954. -Fifth Third Bancorp

Sold

01/29/09

1955. -First Horizon Nat’l Corp

Sold Ipar+)

06/29/0q

FINANCIAL DISCLOSURE REPORT Page 1 19 of 1 72

I e~m~
[ Standish, William L.

07/12/2010 [

NONE (~Vo reportable income, assets, or transactions.) i Gross v~lu~." at end Descrlptton of As.,scts Income duriag of rcp,~ning period ~ Imclud~ng ~’ust a.s~,cls) n..porlmg:period l~;~n~tcti~ms during rcpoaing period

e’x¢~p! from prior di.~losttrc

I (.’ode I !

dt~,., renl,

~ode 2

Meth,~d

buy,

1956. -First t!orizola Nat’l 1957. -Franklin Res lnc 1958. -Franklin Res lnc 1959. -Gap Inc 1960. -Gap lnc 196 I. -General Electric Co 1~62. -Gilead Sciences In¢ 1963. -Gilead Sciences Inc 1964. -Goldman Sachs Group lnc 1965. -Ilalhburlon Co 1966. -]less Coq9 1967. -He.’,s Corp 1968. - Hess Corp 1969- Hess Corp 1970. -Ho*ne Depot Inc 1971. -Honcy~,,cll lnt’l Inc 1972. -Hospir~a Inc

Sold 1part) Buy Sold Sold (parl) Sotd Sold Buy Sold Sold Sold

08¢28/09 101~26/09 i)6/29,’09 101/26/09 02/09;’09 1.16/29/09 01/26/09 06.~29;’09 03713/09 06/29/09

Bu~, |:luy Sold Sold Sold Sold

OI ’28,’09

06/29/09 06!2g;’0q 06;29/09 06.29/09

FINANCIAL DISCLOSURE REPORT Page 120 of 172

~ .... f Pe~-s6d°R~por~ing s,a,,,|ish, ~’illiam L.

Da,eofReport

07/12.2010

VII. INVESTMENTS and TRUSTS - i ......... i .......... ",ions (Includes those of sp ...... d dependent children; seepp. 34-60 oLtiling instru,’tions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets lincluding t~st assets) Placc’qX~"aflercach~scl : i ~ exempt from prior di~’losure ~ Income d~ri~g re~ing period ~ G~og~ ~aluc’at end i of rc~mg pcra~d Value Code 2 tJ-P} i Vah~c Method Code3 (Q-W) ¯ " i F)pcie.g. buy. sell. ledempl~on) Tran~ct,on~ during rc~mg ~riod

i "

~Amuunt, T~pelc.g., : Code I ~ div.. rent. (Attl ’, orint.) ~ ~

Da~ ~ Value ~ Gain mmid&’yy ~ Code 2 ’ Code I ’, t J-P) [IA-HJ i ~

Ident~tyof buyer seller ¢lfprivale transaction)

1973. -IBM Co~ I q74. -Intel Co~

Sold

06/29/09

Buy Sold

03 ’1 06." 01/26.q)9

1975. -lntel Corp

1976. -Johnson & Johnson 1977. -JP Morgan Chase & Co 1978 -JP Morgan Chase & Co

Sold

Buy

02/11/09

1979. -JP Morgan Chase & Co

Buy

03.’06/09

1980. -JP Morgan Chase & Co

Sold

06/29/’09

198 I. -Juniper Networks Ioc ! 982. -.luniper Networks Inc 1983. -Juniper Networks lnc Buy 02."26’09 06.q0~0q

Sold

1984. -Juniper Nelwork,~ In,:"

Sold (pan) Sold

06’29/09 00,’29.’09

1985. -Kbr Ir~c 1986. -Keycorp New 1987. -I.aboratory Corp Amer Hldgs

Sold Sold

05127/09 01/02.’09

1988. -l.orillard Inc 1989. -Lorillard lnc

Buy Sold

01/26,’09 06/29,’09

I

Page 121 of 172

sta.aish, wmi,,m L

[

J07’12,’20 ~0

VII. INVESTMENTS and TRUSTS - i, ........

,io,, ~,e, r ...... (Include~ thon’e o)rsp .......d dependent ehildren¢ see pp. 34-60 of filing i ....... ti~m~l

NONE (No reportable income, assets, or transactions.)
Income during rcpomng ~ri~ ; : Gros~ value at end of repoSing ~rmd I Tran~’~mns during repining ~riod

Q~cludi)tg mtst as~et~) Placc"lX)"afl ..... basset exempt flora prior disclosure

] ............................... T)pc(eg, i Date : Value Gain buy. sell. :~mm~d&~-- ~ C~e 2 Code I ] (/-P} (A-H) redemption) ; Identib’ef bu~cr;selk~. (ifpriva{c lransat’tion)

........................... ~
1990. -McA fee lnc

t Va}ue ’l& ..... ’, r)Vclcg. l Value ; C~c I , div. ~cm. Code 2 ) Me~hod ~ , (A-H) ~ or,m) ~ (J-P) ~ Code) ~ ~ ’, (Q-W)

~

_ ~ ................................

~ .... ~ ...........
06/29109

Sold

991. -Me Donald’s Corp 992. -Mc Donald’s Corp
1993. -Mc Kesson Corp 1994. Mc Kesson Corp

Sold (part) Sold
Buy Sold

03/20/@) 05/12/00
02/09/09 06/29’09

1995. -Medtronic Inc t 996. -Mcrck& Co Inc

Sold

06/29/09

Buy

03/18/09

1997. -Merck & Co Jnc
1908. -Microsoft Corp 1999. -Microsoft Corp 2000. -MoIson Coors Brewing Co

Sold
Buy Sold

06/29/09
01/02/09 06"29/09

Sold

03II8/09

2001. -Morgan Stanley ,00_. -Morgan S)ante)

Buy Sold

105/12/09 06"29.;09 : 04/17/09

2003. -Mosiac Co 2004. -Nail Oil;veil Varco lnc 2005. -Nad Oilwcll Varco Inc

Sokl Buy

01/05.;09

Sold

04,’29/09

2006. -News Corp Inc

Sold

06/29/09

FINANCIAL DISCLOSURE REPORT Page 122 of 172

~ .... rP ...... Re~,ort~,,~
Standish, William L.

07/12/’20~0 [

NONE (No reportable income, assets, or transactions.)

Place "IXI" after each asset e~cmpt ~om prior di~l.su~

D~te Value TV~dt~.. ]~ C~cValue2 T~buy, ~eg..scll. ~.: AmOUmCode I ’rent.tc’g. ’ McthodValue mn~,’d~y~ ~ Code 2 Code 3 r~demptionl ~ (A-II) ,~r int } [ ~l-P~ ~ (J-P)

Gain Code I iA-H)

Identity buyer~llcr iffpnvale

2~7. -~okin Co~ 2008. -N o~hem Tr Co~ 200g. -No,hem T~ Coo 2010. -Nov~fitis AG Spon Ad, 201 I. -Occidental Petro Co 2012. -Occidental Petro Co 2013. -Omnicom Group Inc 2014. -Oracle Corp 2015. -PNC Financial Svc.~ Group 2016. -Parker Hannifin Corp 2017. -Pepsico Inc 2018. -Pfizer Inc 2019. -Phillip Morris lnt’l W’I 2020. -Praxair lnc .0~1. -Praxair Inc 2022. -Procter & Gamble Co 2023. -Qu~lcomm Inc "

Sold Buy Sold Sold Buy Sold Sold Sold Sold Sold Sold Sold Sold Sold {part) Sold Sold Sold

06/29109 0 05127i09 04/291fi9

06/29/09 06/29i09 06/29.,’09 ! 02/09"091 06/29/09 06/29/I)9I 06/29/09 06/29;09 03il 3,’09 I 06/29/09’ 06129/09 06129/09

FINANCIAL DISCLOSURE REPORT Page 123 of 172 VII. IN VESTMENTS and TRUSTS - i .......

.~ .... f e .....
Standish, William L.

Date of Report

07’12/2010
d dependent childrtn¢ ~,e pp. 34-60 of filing instruction.,.,

, ............ i,,,..,- Includes tho~’e of sp .......

~

N ONE ~0 reportable income, assets, or transaclions.)
B. Income donng reposing ~1i~
Amount : C~e 1 [)pc Ic g. di~., [enL

............. A ......... Dcscriplion of Assets (including tr st ~ts~
Place "1XI" a~t ¢a¢~ asset exempt from pr,or d~sclosure

C. ~ (;ross value at end of reposing p~tod
Value Code 2 V;due Met~

* :: ~
~ T~¢ (cg.. buy. sell ~

D Tr~sactions during rc~ing period

Date ~. Value ’ Gain

’l.nm,d&’yy ] Code 2 ~ Code ~ ~

Ide~l~ty of buyer, seller transaci~on)

(Q-W) 2024. -Raylheon Co 2025. -Ross Stores Inc 2026. -St Jude Medical Inc 2027. -Sche~ng Plough Co~ 2028. -Schwab Ch~ Co~ New ~ 2029. -Senpra Energy 2030. -State Street Co~ 2031. -State S~eet Co~ 2032. -Target Co~ 2033. -Target Co~ 2034. -Targel Co~ 2035. -Taiwan Semiconductor Mfg Co 2036. -Talwan Semiconductor M fg Co 2037.-Textron Inc 2038. -Thereto Fisher Scientific Ir, c 2039. -Thermo Fisher Scientific lnc 2040. -Thermo Fisher Scientific Inc Sold Sold Sold Sold Sold Sold Buy Sold Buy Buy Sold Huy Sold Sold Sold (part) Sold Ipart) Sold 06/29/09 05/27/09 06/29.’09 01/02/09 06/15/09 06/29.’09 03/06/( 06/29/0q 06/29/09 01/26/09 03/10/09 06,’29/09 06/29/09 0~’29..09 06~4/09 06/29/09

Name of Person Reporting

Date of Report

FINANCIALpag~ 124 of 172DISCLOSURE REPORT I Standish, William L. VII. INVESTMENTS and TRUSTS - i~,.
NONE (:Vo reportable income, assets, or transactions.) A (including ~ru~l a~<~) Place "~X]~ a~cr each a~et B. rcpornng l~ti~ of rcpn~ing period

07qW~010, _ _

Amount T)~c leg, [ Val~e Value T~pc ie g. buy. sell Mclhod ~ Code I ~ d~v. renl. / t’,~dc 2 .... pt ,,om prior died ..... "’A-H’ ori~,[,J-P, Code 3 rcdcmpt,o~l :

Da~e ~ Value Gain Identi~y ~1" ~rn~d~*~.~ Code 2 ~’ Code 1 buyer ~ller ~ ,J-p, i ,A-H, ,ffp .....

2{MI. -Time Warner I nc (spinoff of Time Warner Cable) 21W2. -Time Warner Cable ~rec fr Time Warner spinofl) 2~3. -Time Wa~er Cable 7{~4. -Tune Warner Inc 2~5. -Tvco lnt’l Lid W/1 2046. -ryco Int’l Ltd W,q 2047. -Tyco Int’l Ltd W."I 2048. -US Bancorp 2040. -Vale SP-Sa ADR irec fr Companhia name chg) 2050. -Vale SP-Sa ADR 2051. -Veretex Pharmaceuticals 2052. -Vertex Pharmaceuticals 2053. -Venex"’Pha rmac;utica L,. 2054. -Visa Inc 2055. -Visa Inc 2056.-Wal k-|a~l S~ores 2057. -Wal Mart S~orcs Buy Sold Buy Sold Sold ~part) Sold Sold Buy Sold Sold Spinoff from line 2~ I Sokt Sold

04/02/09 04/02i09

0G’29/09

03/19f09 06.,29/~ 01;26/09 05i28/09, 06,,’29/00

03/10/09 06/29!09 01130.’09I 06/29/09 05112,’09 06.;02:’09

FINANCIAL DISCLOSURE REPORT - Standish, William L.

Page 125 of 172

I

Name ~d" Person R,port~ng

Date of Report

07/12.’2010

NONE (No reportable income, ass~:’ts, or transactions. ) Dcsc0p~on of Assc~ (including t~ assels) Placc"{X)’aficreach~t exempt from prior di~l~s~rc Income during reposing pcrW, d T)pcIeg, Co~ I , d~.. rcnk ~ IA-It) ’ o~ n~ ~
~Amolml:

Gross value ar end of rc~rtmg pc~od ’ Value Code 2 ~J-P) Value Mclhod Code 3 IQ-W) Typc(eg, buy. ~¢IL redemption)

Tr~saclions during rcpo~nng ~riod Date Value } Gain ;mm,’d~yy Code 2 ~ Code I

Idcnli~’of

buyer:setter

2058. -Wells Fargo & Co New 2059. -Welh [argo & Co 2060. -Wyeth 2061. -Wyeth 2062. -XTO Energy Inc 2063~ -XTO Energy Inc 2(~. Tmsl ~18 (No Benef Interest) 2065. -BNY Mellon Nat’l Muni MM Fund ~.066. --BNY Mellon Emerging Mkts Fd CI M 2067. -BNY Mellon Lge Cap Stk Fd 2068. -BN¥ Mellon Lge Cap Stk Fd 2069. -BNV Mellon Mid Cap Slk Fd CI M [2070. -BNY Mellon Nil Inter bluni Bd Fd CI M 2{171. -BNY Mellon Nil Inter Muni Bd Fd CI M 2{}72. -BNY-MclIon Ntl S£F Muni Bd Fd 2073. -BNY Mellon Small Cap Slk Fd CI M 2074. Trust # t) iNo Bcncf lntere~O None N T None , M T

Sold Ipart~ Sold Buy Sold Buy Sold

01:26/09 06~9/09 01~26¢09 0612q/09 01,"02/09 06/29/~ L C See Section VIII #1

Mon Mkt lnv Buy Sold (part) Sold {part) Sold (part} Sold {part} Sold (part) Buy 11/24/09 06/23/0) 1 I.;24,’09 11i2~/09 09/’22/09 11/2409 1 I;24/09

L

D

See Section VIII

Page 126 of 172

St,,,dish, William L.

07/12t2010

NONE (No reportable income, assets, or transactions.) Dcst’r~plion of A~scts 0n~ludmg trust a~scts~ Place "iX~" after each as~l exempt flora prior d~Iosu~¢ Income dunng rc~ing period Amount ~ T~e le.g., ~ Code I ~ div.rem. } (A-H~ [ or rant ) Grus~ value at end " of reporting period I Value Code 2 ) U-P) Value i Me~d Code 3 ~ Transacuons during rouging ~riod

IVe (e.g., buy. sell redemptionl

Date ~ Value ’ Gain ~m~’d~’)y ’ Code 2 ~ C~c I ~ (J-P) ~ IA-It~

Idcmi~ of buycr~licr (ifpri~a~e

2075. -~NY Mellon Nat’l M~i MM Fund 2076 -BNY lvlellon Emerging Mkts Fd CI M 2077. -BNY Mellon Int’l Fund CI M

Mon Mkt Inv Buy Sold (parl) Buy Buy Sold (part) Buy Buy Buy Sold (part) 11/20/09 I 1/20i09 ~ 11/24/09 03/30/09 I 1i20/09 11/24/09 11/24/09 03/30/09 1 h’20/09

I

2078. -BNY Mellon Lg Cap Stock Fund C1 M 2079. -BNY Mellon Mid Cap Stock Fund CI M

2080. -BNY Mellon Mid Cap Stock Fund CI M 208 I. -BNY Mellon Natl Inter Muni Bd Fd CI M 2082. -BNY Mellon Natl S,’T Muni Bd Fd 2083. -BNY Mellon Small Cap Stock Fd CI M 2084. -BNY Mellon Small Cap Stock Fd CI M

~

2085. -BNY Mellon U S Core 2086. -lshares S&P GSCI Commodity-lnd 2087. ÷AT&T Buy Sold /pan) Sold Sold Merged with line 209Y 11/24/09 I 0/I 3,’09 11124:09 05/00/09 09/01/09 09,’01/09

2088. -AT&:’[ 2089. -Abbott Laboratories 2090. -Accenture Led Imerged into Accenture PLC) 209 I..Accenture PLC (reed ft Accenture Led merger!

FINANCIAL DISCLOSURE REPORT

Page 127 of 172

I

Name of Person Reporting

Date of Reper~

j s,a.aish, Winiam L

07.,~z~w0

NONE (No reportable income, assets, or transactions.)

Imcluding trust assets) Place "(X)" after each a~-t c~cmp~ from prior disclosure

i

reposing pc~i~

of repoaing per~ Value Codc 2 (JPI ! Value .~ Me~h~ i Code 3
i (Q-W)

J. T~ le.g , buy,~ll. federation) , Date ~ Value i Gain ~m~’dd’yv ~ Code 2 ~ Code I ~ I] P) ~ (A-H) ~
]

iAmoum ~ T)pe (eg.. : C,Mo [ i d~v.,~nr, ~ IA-H~ ~ or int )
’ [

;

Idc~tt~ of buycr:scllc~ (ifpri~ate
tran~act~onJ

2092. -Accentme PkC 2093. -Adobe Syslems Inc 2094. -Aetna lnc 21)95. -Aelna lnc 2096. -A Iliance Data Sys Corp 20q~7. -Alliance Data Sys Corp 2098. -Amerpnse Fin! Inc 20q9. -Amerprise Finl Inc 00. -Amgen Ine 01. -Amgen Inc 02. -Amgen Inc 03. -A pache Covp 2104. -A p01e Inc 2105. -Autoliv Inc 2106. -A u~ooiv Inc 2107. -Bank of America 2108. -Bank of America

Sold Sold Sold (part) Sold Sold [part) Sold Buy Sold

1 I;24/(~I 02/26/09 03,’10,’(~91 06/I 8/(¢9 i I 0/I 3,’09 11/24/091 01,’26/09 ] 1 i,’24i091

Buy Sold Sold Sold Buy Sold Sold (part] Sold

04/29109 I 1/24109 I 1 ,’24/09 1 I/24/09 06115/09 1 I.’24/09 01129/09 02/11/09

Value I’ode.,

J :~t5 Jl(10 o~ less

K =MS.001 -

FINANCIAL DISCLOSURE REPORT . Page 128 of 172

oyn2J2olo

NONE (No reportable income, assets, or transactions.)
Dc~-riplion of Assets tincluding m~st assets) Place "! X ~" after each ass¢l cxc~upl from poor d~sclosurc : ~ Income cluing ~portmg perio~ ly~ (c g., di~., rcnk orin~ Gross ~ aluc at end of ~cponing period Value Code 2 ~J-p) Value Me~hod C~c] T)~c 1¢ g., buy. ~11. redempnon~ Tran~c~ons doing rc~tng period ¯ Gain 11 Da~ ] Value ~mm.d~)T,] C~c 2 ~ Code I i .] ll-P~ ] IA-H)

[ Amount ] C~c I I ~A-H)

buyer’seller lifprivate

2109. -Bank of America 2110. -Bank of America 211 I. -Bank of America

Buy Buy

05/12i09 06/1

Sold ~pa~) Sold Buy

I 0/13/09

2112, -Bank of America 2113. -Besl Buy Inc

11124!~ 03.’20,’09

2114. -Besl Buy Inc

Sold

09!16.,’09

2115. -Blackrock lnc 2116. -Blackrock Inc

Buy Sold

04~29/09 11,’24!09

2117. -Broadcom Corp 2118. -Broadcom Corp

Buy

02

Sold Sold (pan) Sold Sold (pan) Sold

11/06/09 ! 0,’13/09

21 ! 9. -CVS Caremark Corp 2120. -CVS Caremark Corp

I I;24109 01 ,’26,’()9

212 I. -Chubb Corp

2122..Chubb Corp 2123. -Cigna CoO

I I/24/09

Buy

06.’24/09

2124.-Cigna Corp

Sold

I 1/24,’09

2125. -Cisco Sys Inc

Sold Ipart)

FINANCIAL DISCLOSURE REPORT Page ! 29 of 172

N
Standish, William L. 07/12s2010

NONE (No reportable income, assets, or transactions.) Description of A~ets l including l~s[ ~s¢[s) Place "~XI" altcl eat-h asset exempt flora pno[ discl~ure Income during ~ Gros~ valuc at end r~o~ing pcn~ of rcpo~tir~g period ~ (I) ~ 12) (I) ~ 12) Tv~. ,~ Value ’. Value ," Amt~unl (e.-.~ Code I ;: d~., rent. C’~e 2 : Method ~ (A HI j or ml ) ~J-P) ~ Code ] : ~ ~Q-W) ~ ~

(I) Type. (~ g., buy. sell, redemption

I~) mm"d~yY i Code 2 (J-Pl ~r Code I (A-If) buyer..~ller (if prlvate t~ansact~on~

2126 -Cisco Sys I nc 2127. -Cisco Syx Inc 2128. -Coach lnc 2129. -Coca Cola Ente~nses Inc 2130.-Coca Cola ~nte~rises lnc 2 t 31 -Col~a~e Palmolive Co 2132. -Companhia Vale Do Rio l)~e Iname chg to Vale SP-Sa ADR) 2133.-Concophilli~ 2134. -Concophillips 2135. -Concophillips 2136. -Cummins Inc 2137. -Cummins lnc 2138. -Cummins Inc Sold

Sold ~paa) Sold Sold

I 0/13/09 11i24/09 O1126/09

10/13;09!
(pan) .5:;old Sold I 1,’24/09 09:0211~ 05128/~ Sold (paO) Sold (pan) Sold Buy Sold (pa~) Sold 11124109 03/20;0q~ 10113109 11,’24/09 05,’06;09

2140. -Darden Restaurants Inc 2141. -Dell Inc 2142. -Du Pont El De Nwemours

Sold

05/27’09

Buy

04/I 7;09

2. Valut’tode~,

J ~Sl’~,(R~)or ~,t

K-$15.001 - $50.01R}

I ~550,001- MO0000

M =’~100.1"val .~2~i) e~

FINANCIAL DISCLOSURE REPORT Page 130 of i 72
VII. INVESTMENTS and TRUSTS - i ....

[ ~. orP~,.o. R~po.i.g I Standish, William L.

D.,~ ofa.po., 07/12/2010

,, value. , ....... tlons ~lnclude.s those of xp .....~ dependent children: see pp. 3~-60 o[filing instruc,ion+.)

~

N ONE (No reportable income, assets, or transactions.)

b .................
Imcluding ~st asscls~ Place "1X)" after each ~I exempt trom prior disclosure [ rcpomng ~riod q’)~e (eg., dw., rent. or int) of reporting p~od Value Code 2 IJ-P~ Val~e Method (~e 3 (Q-W) Type te g., buy. scll, redemption) ~ Date ’ Vat~e ~mmi~.’~v ~ C~c 2
[ [J-P}

~Amount ~ C~c I ’ (A-Ill ~

Gain ~ Code t ; (A-Ill

i Sold Buy Buy Sold (parl) Sold Sold Sold Sold Sold tpan) Sold Sold (part) Sold Sold Sold Sold (part) Sold Buy 11/24/09 07/22/09 08,"04/09 I 0!13/09 1 I ;’24/0’) 03/20:09 01.’02/09 103.,’09~0’~ ] 04/17/09 ! t 1/24;1)9 10/13,’09 11/24;09 I 1 !24:09 01/29/(19 I Oi 13/O9 11/24/09 01/26,’09

._.

[dcmlty of buycr,%ellcr (ifpr~ate transacnon)

-

2143. -Du Pont El De Nwemours 2144, -EMC (’orp 2145. -EMC Corp 2146. - EMC Corp 2147. -EMC Corp 2148. -Emerson Electric Co 214q. -Ensco lnt’l Inc 2151). -Estec Louder Cos CI A 215 I. -Exelon Corp 2152. -Exelon Corp 2153. -Exxon Mobil Corp 21:54 -Exxon Mobil Corp 2155. -Fedex Corp 2156. -Fifth Third Bancorp 2157. -First Itori2on Nat’l Corp 2158. -First I Iorizon Nat’l Corp 2159. -Franklin Res Inc

FINANCIAL DISCLOSURE REPORT Page 131 of 1 72

Standish, William L.

07/12/2010

~

NONE

reportable income, assets. ~ansactions.) or
Income during rcp~,ng period :Amount .~ C~e I (~-H) T~ge leg., di~.. rent. or n~.) Gross value at end of reporting pt~tod Value ~ Value Code 2 I J-P) ~ (()-W) [ gransacfions du~ng rc~mng ~nod

Desc~ptlon of Assets ~ including m~st as~ctsJ Pla~-e"(XI" a~cr each asget exempt from prior di~losure

T~c {e.g., ti Date

Value ~ Gain

Idcmhly of

~

~

~

transactton)

2160. -F~nklin Res Inc

Sold

I 0/13;09

2161. -Franklin Res lnc 2162. -Gap lnc

Sold

I 1/24[09

Sold Sold

01."26/09 02/09z09

2163. -Gap Inc

2164. -General Electric Co 2165. -General Eleclric Co
2166. -Gilead Sciences lnc 2167. -Gilead Sciences lnc

Sold Ipart) Sold
Buy

10! 13/09 11/24/09
01/26~’09 I O/13/09

Sold

(part)
2168. -Gilead Sciences Ine Sold 11 ,"24.’09

2169. -Goldman Sachs Group lnc 2170. -Goo~le Inc 2171. -Google lnc ~2172. -Itallibu~on Co

Sold Iguy

03,’13/09 ~ 1}8/26;09

I.
Sold Sold I I,’24~09 10/13’09

2173. -HaIlibu~on Co

Sold

I i24/~

2174. -Hess 2175. -Hess Corp

Buy

01:28/09’

2176. -Hess Corp I

Buy

03/20,’119

I

FINANCIAL DISCLOSURE REPORT
Page 132 of 172 VII. INVESTMENTS and TRUSTS - i,,. .......
[--~ A ~includmg trust as~el~) Place "{X;" after each asset exempt from prior d~sciosur¢ , B. rcpofl ng period ~ Amount : Code I . {A-HI

N .... f P ..... Reporting I Standish. William L. I

Date of Report 07/12120 I0

t... , ...... .,so,~, (Includes those of sp ......
C. ~f repot mg peri~ ~ Value Code 2 O-P) Value Method Code3 Type (e.g, buy. ~11. redemption)

d dependent children; see pp. 34-60 of f!ling instru,:tion.~.)

NONE (No reportable income, assets, or transactions.) D

13pc {c.g. di~. tent, orint..)

Dale Value ~ Gain m~’d&’yy C~e 2 ’ Code I O-P) ~ (A-It)

[denti~y of buyer. [if private

~ 177. -Hess Co~

Sold Buy Sold ~pan) Sold

I l ;24/09 08/26/09 10,’13/09 11/24/09

~2178. -He~lelt Packard Co ~ 2179;-flewlett Packard ,;~

2180. -He~lell Packard Co 2181. -Home Depot Inc 2182. -Home Depot Inc 2183. -Home Depot Inc 2184. -!loneywell lnt’l lnc 2185. -tloneywell Int’l Inc 2186. -Hospira lnc 2 ! 87. -I Iospira Inc 2188. -IBM Corp 2189. -IBM Corp 2190. -lntel Corp 2191. -Intel Corp 2192. -Iniel Co~p 2193. -Johoson & Johnson

Buy Sold Sold (pan) Sold Sold (part) Sold Sokl (purl) Sold

09/16/09 I 1/24/09 I0/I 3;09 11/24/09 I 0/I 3/09 I 1/24:0q

11/24/09

Buy Sold Sold

03/13/09 06/10.,I)9 I 01126/09

FINANCIAL DISCLOSURE REPORT

~ .... f P ..... Reporting

D*,e of Reporl ]

Page 133 of 172
VII. INVESTM ENTS and TRUSTS - in,. ......

Standish. William L.

07/12/2010

i~e. t ....... tion, (Includes those o]-.,p ...... a dependent children; see pp. 34-60 of filing instruction,.)

NONE (No reportable income, assets, or tmmsactiotw.) Dcscnption of Assct~ Imcl~ing ~st assets) Place ’h XI" afi~ each ~msct exempt frompriotdi~clo~urc I~om¢ du~ng repoOmg period Amount ~ Code I ~A-HI T}p~ leg.. dt~ .re~l. or mr.) Gross value at end [ of repomng pcn~ [Valuc ] (’odc2 / [J-P~ ~ Value ~ Mcth~d , t’t,,tc 3 ~ T~e te.g.. ~ buy.~ell. redemption) Tran~cfions during rc~=ng ~tiod

, Date ’ Value i G~in ~mmd~’yy ’t Code2 [ C~de I ; (J-PI ~ (A-H)

ldcn~y of bu)cr.~llcr !ifpn~ate

2194. -JP Morgan Chase & Co 2P)5. -JP Morgan Cha,se & Co 2190. -J P Morgan Chase & Co 2197. -J P Morgan Chase & Co 2198. -JP Morgan Chase & Co 2199. -Juniper Networks Inc 2200. -Jun per Net’,corks lnc 2201 -Juniper Net~,orks lnc 2202. -Juniper Networks Inc 2203. Juniper Net~orks lnc
2204.-Kbr Inc 22!)5 -Kbr Inc 2206. -Kbr lnc

Buy Buy Sold Ipar0 Sold

02/11/09 03/06/09 I 0/13/09 I I.:24/09

Bu.v Sold (paa; Soid (part) Sold
Sold Ipan) Sold (parl) Sold

02/26/09 I 06/10/09 10/13/09 I 1/24,’09
09/10.’09

10/13/09

11 ’24;’09

2207. -Kcycorp New 2208. - La boratory Corp A met I I ldgs . _,09. -Limited Brands Inc 2210 - Limited Brands Inc

Sold Sold Buy Sold (part)

05/27/¢~ 01/26/09 ~ 10108/09 10/13,/09

FINANCIAL DISCLOSURE REPORT

~ ....

fP .....

Reporting

DateofReport

Page 134 of 172

S,~.di~h. Wimatn L.

~17;~ 2.’2010

NONE ~Vo reportable income, assets, or transactions.) Demttption ~)f Assets {including r~sl ~scts) PIacc"~X)"afiere~h~l exempt from prior disclosure Income during rc~tng period ~Amount: T)pc{eg. Code I ~ di~. rent, (A-II) . or l~t ) I [ (;rt~s~ ~alue at end or’reporting pcrtod Val~e I Code 2
[ l J-P)

Tran~ctltms during rcpoamg 7 Date ~ "aluc iV ~ t mm/d~’~3, ~ Code 2 ~ {J Pl [ [ I 1i24/09 01/26,’09 10/08/09 08,’04!09 103120,’09 105712/09 02/09/0t) 11/24/09 I 0/I 3,’09 11/24/09 03/18/09 ] 1/05..’09 Sold Sold ~part) 1.’24~09 10/I 3,’09

t

:: Value t, Method Code J ~ (Q-W) ~

lvpc ~e.g.~ buy, sell, redemption)

(Jaln Code 1 (A.HI

ldentib’ of bu~cr’scllcr (if’private transac~ton~

2211~ -Limited B~nds Inc 2212. -Lorillard Inc 2213. -Lorillard lnc 2214. -McA fee Inc 2215. -Me Donald’s Corp 2216. -Me Donald’s Corp 2217. -Me Kesson Corp 2218. -Mc Kesson Corp 2219. -Medlronic lnc 2220. -Mcdtronic Inc 222 I. -Merck & Co 2222. -Merck & Co (feeder Schering Plough merger] 2223. -~’lerck & Co 1"2224. -M~crosofl Corp 2225. -’~organ Stanley 2226. -Morgan Stanley 2227. -Morgan Stanley "’"

Sold Buy Sold Sold Sold (patti Sold Buy Sold Sold ~parl) Sold Buy

Buy Sold Iparl)

05/27;09 10/I 3/09

FINANCIAL DISCLOSURE REPORT
Page 135 of 172

I N .... fP .....
l

Reporting

Dart of Report

I Slandish. William L.
~,,,, ....... ,ionl ~l,,.ludt, tl~o,, of s~ ..... a dependent chitartn; ,etpp.

07/12/2011)

VII. INVESTMENTS and TRUSTS - i ..........

NONE ~’o reportable income, assets, or transactions.)
Dcscripllo~l of A~ets (including ~u~l assets) Income dllrmg

r~or~mg period .Amuum Code I (A-l!) Ty~¢ee.. d,,.tent. or iatl

Gross ~alue al end ; of reposing period
,:

Ttan~c~ions during reposing

Place’lXy’~flcrcach&~set exempt from pnog disclosure

] Value Code2 ] / (J-P)

~ Value ~ Method Code 3 (Q-W)

~)pe(cg. buv.~ll, rcdcmptionl

Dale ~ Value imm~dd.’)~ ~ C~e2 ~ (J-P) ~ ~ 11/24/09 03/I 8/09 ~/17/09 01/02/09 04128109 I 0/13z09 I 1/24109 07/21/09 11106/09 11i24/09 01/26/09 05/27.;09 04/29/09 04/28/09 i I 1;24;09 : I 1/24/09 I 0/13[09

; Gain ~ Code I ~ (A-HI ’~

ldcntityof buser.sellcr . lifprival¢ ~ransaction)

2228. -Morg~ Stanley 2229. -Molson C~rs B~ewing Co B 2230. -Mosaic Co 2231. -National Oilwell Vargo lnc 2232..National Oilwell Vargo lnc 2233. -News Co~ Inc 2234. -News Co~ lnc 2235. -Nok~a Cotp Sport ADR 2236. -Norfolk Southern Corp 2237. -Norfolk Southern Corp 2238..Northern Tr Coq.’, 2239. -Nor’them Tr Corp ,.40. -Novaritis AG Spon ADR 12241.’:Occidental P,.-t;~ Corp 2242. -Occidental Petro Corp 2243. -Omnicom Group Inc 2244. -Oracle Corp ._

Sold Sold Sold Buy Sold Sold (pa~) Sold Sold Buy Sold Buy Sold Sold Bt,y Sold Sold Sotd ~l~arl)

FINANCIAL DISCLOSURE REPORT I N .....

[P ..... ReportinR

[ D~le of Rtporl

VII. INVESTMENTS and TRUSTS - i ......... t.~., ....... rio., tlncludes those of,p
NONE (A% reportable income, assets, or transactions.) Description of As~s (including ~ assc~s) ; Income dunng reporting period (’ode I "[~cg. di~.. rent. Gross ~ aluc at end of ~e~r~ing period Value Code 2 i Value ~ Me~hod Type (e g, buy. selk Tran~cnons during rc~nmg

exempt [rum p~mr disclosure

Date Value : Gain mmdd yy (t~e 2 ~. Code I

Identity ~,f
buycl seller

~ransactlonl Sold Sold Sold Sold ! part ) Sold I 1..’24’09 02/09/0q 11/24;09 10;13/09 I 1,’24~09

2245. -Oracle Co~ _46 -PN~ Financial S~s G~ 2247. -Parker Ilannifin Cop 2248. -Pepsico lnc 2249. -Pepsico Inc 2250. -Pfizer Inc 225 I. -Pfizer Inc 2252. -PfiTer Inc 2253. -Pfizer Ine 2254. -Phdlip Morns Inl-I Lid W/I 2255. -Philhp Morri’~ Int-I Ltd Wd 2256. -Praxatr Inc 2257. -Praxair Inc 2258. -Procter & Gamble Co 2259. -Procter & Gamble Co 2260.-Qualcomm Inc 2261. ~Qualcomm Inc

Buy Sold (part) Sold Sold (parU Sold Sold Sold Sold (part) Sold Sold (part) Sold

07;I 3.’00 10i 13/09 [ L’24f00 10/13/09 I 1;24/I)0 I I 0/I 3/09 11.:24:09 10/I 3,;09 11/24/09 08/26/09 t19.’09/09

FINANCIAL DISCLOSURE REPORT Page 137 of 172

, N .... f p ..... Reporting

Sta,dish. Wi,iam L.

NONE (,~ reportable income, assets, or transactions.) A. Dc~riplion of A~e~s { "hit ng uust ~scts~ ptacc"{Xl"aOercachassc~ ¢xcmplfrompnordisclosurc B. Income during rcpoaing ~riod c.
II Gross ~alue al end

~

~ Typcle.g., buy.~[[, redcmptlon~

Tran~action~ dunng rc~mn~

ofrcpoa ng p~mod

~Ammmt ! T~c(cg.. ’ Code l i div..renL IA-H) ~ orinl.~ ~

Value C~c2 (JP~

Value Mcthod Code3 IQ-W) ,

~ Date ~ Value i Gain ~mm,,ddi>~ ~ {J-P) ~A I~ ~ ~ ~ 10;I ! I.Q4/09 06130/09

Idcnm~of i~fpnvatc transattionl

2262. -Raytheon Co 2263.-Raylheon Co 22(~. -Ross Slores lnc 2265. -Ross Storcs Inc 2266. -St Jude Medical lnc 2267. -St Jude Medtcal lnc 2268. -Schering Plough Corp 226o. -Schering Plough Corp (merged into Merck &Co) 2270. -Schwab Chas Corp New 227 I. -Sempra Energy 2272. -Scmpra Energy 2273. -State Street Corp 2274 -State Street Corp 2275. =l’mw,’m Semiconductor N, II~, Co 2276. -’Faiwan Semiconductor Mfg Co 2277. -Tai,,van Semiconductor Mfg Co 2278. -l’arget (7o1-19 ~ ’ ’

Sold " Sold Sold (pad) Sold Sold (part) Sold Sold (part)

06124109 I 0.,’1 10! 13;09 | 1/05~09 I I;24109 l 0,"13/09 11,’24,09 05/27.’00 I 1124!09 03’06[09 t 0,;t 3/09i I 11/06/09 06i 15/6)9 ! l 1

Merged wtl ne2222) Sold Sold (part) Sold Buy Sold Buy Sold tpan) Sold , Buy

l
i

FINANCIAL DISCLOSURE REPORT Page 138 of 172

Name of Person Reporting

Date of Report

07:12/2010 [ Standish, William L.

VII. INVESTMENTS and TRUSTS -i ....
A
Dcscriptio~ of .A s~’l~

,, value., ......

,ions (Includes tho.~e of sp ...... d dependent children; see pp. 34-60 of fili~ ins,ut~io~.)

NONE (No reportable income, assets, or transactions.) B. Income during (’. Gross value at cad r Value i Method { Code3 ~ ........... Sold ~paa) Sold ~- -D~ I’ran~CtlO~S during rc~ing period

Place "iX)" atlct cact~ asset exempt t?om prior disclosure .................................. [ 2279. -Target Co~ 2280. -Target Co~

~ Amount ~ Type {e.g., Code I ~ div.. r~t. (A-Ill [ or int.) ~ ..............

Value Code 2 (J-P)

T~pe (e g.. buy. sell. rcdempnonl

! Date ! Value mm.*d&’~y ~ Code 2 ,; [ l J-P) ~ ....... ~ ....... I I 0/13,’09 ] 11/24/09

Gum ~ (7ode 1 ~ [A-HI : ~-

Idcntib of buyct.scflcr lifpnvale tranxactton) ........... ,

1 -Texlronlnc 2281
2282.-Fextron lac 2283. -’Fextron Inc 2284. -Thermo Fisher Scientific [nc 2285.-Thern~o Fisher Scientific Inc 2286. -Thereto F~sher Scientific lnc : 2287. -Therrno Fisher Scientific Inc 2288. -Time Warner Inc Ispinoff Fime Warner Cable) _~,q9. -Y~me Warne~ lnc 2290. -Time Warner Cable lnc (reed fr Time Warner spinot!’~ 2291. -Time Warner Cable Ir~c "~,d9.. "~ -Tvco Int’l Lid W~I 2293 -Tyco Int’l Ltd W/I 2294.-Tyco Int’l Ltd W,I 2295 -Tyco Int’l Lid WiI Buy Sold (part) Sold 103/19/09 10/I3109 11/24/09 Sold Spinoff tiom line 2288 Sold Buy Sold Sold (part) Sold (part) Buy Sold 09/10/09 I 1 ;24/09 01,’26.’09 03/10/09 I I112;09 | 1 ’24,’09 04/02/09 I 1/24/09 I~:t 02.’09 06/04/09

FINANCIAL DISCLOSURE REPORT

.s .... fPers0.n Reporting

[

Dai’eofReporl

I

Page 139 of 172
VII. INVESTMENTS and TRUSTS - ~ ........

Standish. William L.

I
d dependent children; ,ee pp. 34-60 of f!ling

07/12i2010

I
.

~o. , ...... tzon$ (Includes those oJ’sp ......

NONE (No reportable income, assets, or transactions.) De~iiption of Assels linctudmg masI asscts~ Place "tX)" after each mq~t .... p, from pc,or d~, ....... ~ Income during reporting period Gross x.aluc at end of repo~ing pcri.d Value Mr,hod Code3 Fyp¢ (e.g., buy. sell. redemplionl Tran~clions durin~ rc~ing pc~tod

+Amount ~ T~c (.g.. ] Value ~ C~e, Ct, dc2 d ......... , (A-H) I or int }..._. {J-P)

~ Da+c + Value ; Gain ’. ..... d~’yy ~ Code2 ~ Codc l t/-P) ~ {A-It) & ....

Idcmi~ of buyer,~’lcr ~,fpriv~te

2296. -US Banco~ 2297.-Vale SP-S~ ADR {reed f~ Camp0nhia name ] chg) 2298. -Vale SP-Sa A DR ~9~9 -Vale SP-Sa ADR 2~(’~0. -Vcretcx Pha~aceu0cala Inc 2301. -Veretex Pha~aceutlcals lnc 2302. -Veretex Pharmaceuticals lnc 2303. -Visa Inc C! A 2304. -V~sa Inc CI A 2305. -Wal Mart Stores lnc 230(}. -Wal Mart Stores Inc 230?. -Wells Fargo & Co 2308. -Wells Fargo & Co "~’309. -Wells Fargo & Co 2310. -Whirlpool Corp 231 I. -Whirlpool Corp 2312. -Wyeth

Sold

01/26/09 05/2g’09

Sold (pan) Sold

10.’13,’09 11/24/09

Buy Sold Buy Sold Sold (pan) Sold Sold (pan) Sold (par~) Sold Buy Sold Buy

03/10/09 I 1/24/09 01130/09 11/24/09 05/I 06/02A)9 01 ,"26/09 10,’ 13/09 11124/09 09;02/09 I 1/24/09 01/26;09

Name of Per,on Reporting

PagcFINANCIAL140 of 172DISCLOSURE REPORT [ Standish, William L. vii. INVESTMENTS and TRUSTS - i ........... /.e,t ......io., Includes those of sp ...... ,
d depen~n,

]

Date of Report

I
children: sce pp. 34-60 of filing instruction*.i

NONE (No reportable income, assets, or transactions.)

Place"iX)" after each ~ssct exempt from prior di~Iosurc

Amoun~ i T~e ~¢g, (’~e I ~ d~v. rent. IA-III ~,r int ) ;

~ VaIue Code 2 ~ ! (J-P)

Value M~h~ C~e 3

T~e ~e.g., ~ bu~, ~11. : redemption)

~ Date : Value Gain ~mm,dd,>y ~ Code 2 ~ Code 1 [ ~ (J-P) ~ (A-II

Identity of buycr’scllcr (if private

2313. -Wyeth 2314. -Xto Energy 2315. -Xto Energy 2316. -Trust #20 (No Benef lnlerest) 2317.-BNY Mellon Nat’l Muni MM Fund 2318. -BNY Mellon Emerging Mkts Fd CI M 2319. -BNY Mellon Emerging Mkts Fd CI M 2320. -BNY Mellon Emerging Mkts Fd C1 M 2321. -BNY Mellon Emerging Mkls Fd CI M 2322. -BNY Mellon Intermediate Bond Fd 2323. -BNY Mellon Int’l Fund CI M 2324. -BNY Mellon Inl’l Fund CI M 2325. -BNY Mellon Int’l Fund C1 M 2326. -t|NY Mellon Inl’l Fund CI M None N T

Sold gold (part) Sold

07/10,’09 10." 13./00 1 t.’24,’09 K See Section VIII ~’1

Mon Mkt Inv

Buy Sold (part) Buy Buy

0:RilO’09 01~,"14/09 12/30/09 12130,’(19

Buy Sold Ipart) Buy Buy Buy Sold [part)

,I)g,’10iOq

12;30/O9 12130/09 08;10/09 08/14/09

I.
2327. -BNY Mellon i.g Cap Slock Fund CI M 2328. -BNY Mellon Mid Cap Stock Fd CI M 2329. -BNY Mellon Mid Cap Stock Fd CI M

~

NONE

(No reportable income, assets, or transactions.)
~ Income daring rcp~mg period ~ Gross ~ ~luc a~ end of r~onmg pcrl~ [ Vz~uc Code 2 (J-P) Val~)c Method Code ] (O’W~ T>pc(c.g, buy. ~cll. redemplion) l~an~actitmx duling rc~,~ing ~rit~

~scr~ption of Assets (including r~sl ~sxct$) P]acc’(X)’M’~crcachassc~

Amount~) ~pe~eg, div., rent, ¯ {A H~ [ or ml.) " ~

Da)e ~ Valac ~ Gain m,ydd~y5’ ~ C~e 2 Code I ~ (J’PI ~ {A-H) ~ t 12,’30/09 12/30/09 12/30.,’09

Idcn)i~of buyer sclk~ (ff pri~tc ~ranxactlon)

2330. -BNY Mellon Mid Cap Stock Fd CI M 233 I. -BNY Mellon Natl Inlet Bond Fd 2332. -BNY Mellon Natl S,ff Muni florid Fd 2333. -BNY Mellon Small Cap Slock Fd CI M 2334. -BNY Mellon Small Cap Stock Fd CI M 2335. -~NY Mellon Small Cap Sl~k Fd CI M 2335. -~NY Mellon Small Cap Stock Fd CI M 2337. -~NY Mellon US Core Equity130130 Fd 2338. -BNY Mellon US Core Equi~,130.’30 Fd 233~. -AT&T 2340. -A[& I’ 234 I. -AbOrt La~ratofies 23~2. -Accenlure [.td 2343. -Accenmre Lid 2344. -Ado~ Sys Inc 2345.-Aetna Inc 2346. -Aetna Inc

Buy Buy Buy

Buy Sold (paa) Buy Buy Sold Sold (pa~) Sold Sold Sold (pan) Sold Sold Sold (pan) Sold

0~q 0.~09 08q2/09 12/30/09 01/0~’09 08/14/09 08~12/09 08/1 05,’06.’09 08/12/09 08/18/09 02126.’09 03/10,’09 06,’18~09

2 Value

FINANCIAL DISCLOSURE REPORT Page 142 of 172 VII. INVESTMENTS and TRUSTS - in .......

Standish, William L.

07d2,’2010

i.o, tr .....,ions (lnclud¢~" those of sp ........ ut depend .....hildre.; see pp. 34-60 off!ling instru¢.tions~)

~
-"

N ON E (No r~ortable income, assets, or transactions.)
A Descriptto~ of ,X~’ts lincl~ing ~t asscts~ Place "t X)" after ~ch asset exempt ~om prior disclosure B Income durin~ r~omng period r Amountl. T~pc (c.g, " Code I [ div , rciit. ~ (A-Ill i or tnt ) i ~t c ........ Gross value ~t end of rcpomng period Value Code 2 (J P~ V~tue Method Code ~ (Q-W) Y~pc (e.g., buy ~1I. redemption) D ~ransacttons d~rmg repomng ~rmd

i Date : Value ]mm.dffyy i Code 2 [ Code 1 (I-P) ~ (AdO ~ i buycr:sclkw (tfprivatc transact~on~

2347. -Alliance Data Sys Co~

Sold

08,’18/00

234K-Amgen Inc 2349.-Amgen Inc 2350. -Amgen Inc 2351. -Amerprise Finl lnc 2352. -Amerpdse Finl Inc 2353. -Apache Corp 2354. -Apple Inc I 2355. -A utoliv lnc
2356. -Autoliv lnc 12357. -Bank of America ,-.,5L. -Bank or’America

Buy Sold Buy Sold Sold Ipaa) Sold Buy
Sold Sold (part) Sold

04/29/0’.-) 08q 8.’O9 f 1126,’09 08/18/09 {18118/1)9 08’18/09 06’02/09
0811 g,’09

01/29!09

02/I 1/09

2350 -Bank ,.,f Amertca 2360. -Bank or’America 236!. -Bank of A~ncrica
2362. -Besl Buy Inc

Buy Sold (part) Sold
Buy

05"12/09 08/12/09 08/18109
03’20/09

2363. -Best Buy lnc

Sold

08:18./09

FINANCIAL DISCLOSURE REPORT Page 143 of 172
VI I. INVESTMENTS and TRUSTS - i ..........

[Name

nf Person Reporting

Date of Rcporl

~ .......... a,,..~ tlncludes those oIsp ......
C Gross ~ aloe at ~md olrcpor~ing pcri~ Value ~ Value [?~c 2 : Me~h,~ ~I-P) Code 3

d dependent chilaren; see pp. 34-60 o[f!ling instru.ions.)

~

NONE

(~o reportable income, ~ssets, or transactions.)
B. Income doing rc~ing ~nod Amount ~ l’}~c [cg.. Code I ] dl~ ,rent. . (A-H} [ or inl ) [ Han~ct~on~ during re~ing ~r~

A. Description of Asselx {incl~ing t~gI as~cts~ Place’IX~" after each assel exempt from prior disclosure

~

T~c (e.g. ~ Dale Valuc [ Gain buy. scll..]mm;d~’}Y j Code ~ (7odc I rcdemplkm) [ ~ I J-P) [ {A-HI

Id~mta~ of bu~cr.se~Icr (if private

2364. -Blackrock Inc

Buy Sold

~/29/09 !08/18/00

2365--Blackrock Inc 236~. -Br~dcom Co~

Buy

2367. -Broadcom Co~ 2368. -Broadcom Co~ 2360. -CVS Caremark Corp

Sold ~pan) Sold 08118,"09

Sold

08,’12;09

Ip~)
2370. -CVS Caremark Corp Sold

2371. -Chubb Corp 2372. Chubb Corp

Sold lpart) Sold

01/26/09 0g/18;09

2373. -Cigna Corp

Buy

01s!24/09 !

2374. -Cigna Corp 2375. -Cisco Sys Inc 2370. -Cisco Sys Inc 2377. -Ctsco Sys lnc 2378. -Citigroop Inc 2379. -Coach Inc 23S0. -Coca Cola Enterprises Inc

Sold Sold [part) Sold Ipart) Sold

08,’18/09 02.’26~09 08;12/0o 0g!l 8/09

Sold Sokl

101,’26/00 08!18/09

FINANCIAL DISCLOSURE REPORT

Page 144 of 172

I

Name of Person Reporting

Dale of Report

07/12/2010

[ Standish, William L

~

NONE

(No reportable

income, assets,

transactions.) Income du~ng re~mnz., period Gross ~atue at end t of repo~tng period Value Co~ 2 Value Method Tmn~ctions during rc~)ffzng pcriod

Dc~-riplien of Asscts {including Imsl assct~) PIacc’{XI" after each as~ excmpl IYom priordisclo~ure

~

~ Y~ [e g. buy,~ll.

"Amounl }, T)~ [e.g., : C~e I ~ di~., rent.

i Dale ~ ~ Value " Gain ~mmd~yy ; Co~ 2 ~ C~c 1

ldenfily of buyer;seller

2381. -Colgate Palmolive Co 2382. -Companhia Vale Do Rio Doce ((name chg to Vale SP-Sa ADR) 2383. -Concophillips 2384. -Concophillips 2385. -Cummins Inc 2386. -Cummins lnc 2387. -Danaher Corp 12388. -Darden Restaurants 2389. -Du Pont El De Ncmours 2390 -Du Pont El De Nem~u~s
2391. -EMC Corp Mass

Sold

0Rq 8/09 05,:28/09

Sold (pan) Sold Buy Sold Sold Sold Buy Sold
Buy

0 };20/09 08/18!09 05/06/09 08il 8/09 08," 18..’09 05i28/09 I.)4/17q)g 08/18/09
07122109

21392. -EMC Corp Mass 2393. -EMC (?oq~ Mass 2394. -Emerson Eleclric Co

Buy Sold

08/I 2/09 08."18.’09

Sold

03,’19,’09

2395. -Ensco Im’l Inc

Sold

OI/05/09

2396. -Estee Lauder Cos CI A 2397. -Exclon Corp

Sold Sold [part)

03,’06/09 04 ’I 7J09

FINANCIAL DISCLOSURE REPORT Page 145 of 172
VII. INVESTMENTS and TRUSTS - in .......
--]
A. Dc~cciplton of Assets Ilnc!~lng t~t ~scts~ Pla~c "IX)" after each asset cxempl from prior disclosu*e ~ 2398. -Exelon Co~

Standish,

William L.

07/12~2010

l~,.. t .......lions (Includes those of sp ....... d dependent children; see pp. 34-60 of filing instrnt~ions.)
~ C Gross ~aluc at end of reporting period Value Method Code 3 IQ-W) T~e leg.. buy, sell, redemption) ~ Tr~acti~ms during reining period

NONE (No reportable income, assets, or transactions.)
B Income during repo,mg p~i~

~

IAmount ] Code I ~ IA-tt)

Type c g.. l Value d~v.. rent. Code _ ! J-P~ or n )

Date ~ Value Gain ~mm/~,~y ~ Code 2 I Code I ; {J-P~ [ I ~-t ) I ~ .~ 08i18/~9

Identity of buycr’scllcr ( fpr va c transaction)

Sold

2390. -Exxon Mobil Corp
2400. -Fedcx Corp

Sold
Sold

08.’18/09
08/18/09

2401. -Fifth Third Bancorp 2402. -First Horizon Nat’l Corp I 2403. -Franklin Re,", lnc

Sold Sold

01;29109

108/18/00
01/26/0q

Buy

2404. -Franklin Res Inc

Sold

08;Ig/09

2405. -Gap lnc

Sold

01/26,,’00

(part) 2406. -Gap Inc
2407. -General Electric Co 2408. -Gillcad Scienc~.~ Inc

Sold
Sokl

02/09,’09
08/18;09 01/26/09

Buy

2409. -Gillead Sciences lnc 2410. -Italliburton Co

Sold Sold

08,’I 8/09 08/18.’09

241 I. -lless Corp 2412. -tless Corp
2413.-ttess Corp

Buy Buy
Sold

0D28,’09 03/20/09
08/18~09

2414. -Home Depot lnc

Sold

08./I 8/09

FINANCIAL DISCLOSURE REPORT Page 146 of 172

I ~ ....
]

f~’ ..... aepo.ing
Standish, ~,Villiam

D~,eofRepo. 07/12/2010 L.

VII. INVESTMENTS and TRUSTS --i ........

~1 .......... .,io~ (Include., ,ho~e of ~p ......d depend ....hildren; seepp. 34-60 of filing ins,ru,’tions.)

NONE (No reportable income, assets, or transactio~t~.)
Dc~nption of Asscls l:ncluding trust &sscts) Place "IX)" after c~h asset cxemp~ t?om prior disclosure Inct~me during Gross ~ alue at ~md Tran~ct~ons du~ng rc~mg ~nod

~

Value Amount ] ’[~¢ Ic g. ~ C<Mc 1 ~ div, rcnk ~ Code 2 ’ [A-H) ~ or rot) {J-P}

Value Method ~’odc ~

~

fj~e (e.g.. buy. ~11. [I ; rcdcmption~

/. [)a~ Value1: Gum mm..dd.’)w ~ Code 2 ~ Code 1 i (J.p) [ [A-H)

ld~ity of ~ycr~llcr ~ffpnvatc

2415. -Itone~ell Int’l Inc

Sold

08/18.’09

2416. -Ilospiria Inc
2417. -IBM Con?

Sold
Sold

08/18/09
08’18’09

2418. -lntel Corp 2419. -Intel Corp 2420.-Ishares S&P GSCI Commodity-lnd
2421. -Johnson & Johnson _4_.. -JP Morgan Chase

Buy Sold Buy
Sold

~ O3.q 3,’09 06;10,’09 08/12,’09
01,’26.’09

Buj,

02/11/09

_4_3. -.IP Morgan Chase

Buy

03/06/09

2424. -.JP Morgan Chase

Sold Buy

08,’18/09 0,,..6..09

’ 94~ -Juniper Networks lnc 2426. -,luniper Ncl~,orks Int: 24.7. -Juniper Networks In

Sold I part) Sold

06:1 08!1~’09

2428. -Kbr Inc
2429~ -Keycorp New 2430. -Laboratory Corp Amer Hldgs

Sold
Sold Sold

08il g;’091
05;29,’09 0 I.,’26,’09

2431. -I.orillard Inc

Buy

01 .:26/09

FINANCIAL DISCLOSURE REPORT Page 147 of 172

’s .... fP ..... aepor,t.g Standish, William L.

D*,e oraepor, 07/12,’2010

~,~. t ...... Lions (Iadudes ,ho~e of spou~’e and dependent children; .~eepp. 34-60 of filing VII. INVESTMENTS and TRUSTS - i, ....... ~ NONE (No reportable income, assets, OF transactions.)

Dc~nptton of Asscl~ (including I~t ~scts) PLace’lX)" after e~ch ~¢t exempt from prio[ disclosure

; ?

Income during reposing period

Gross ~ able al end of reporting period Value Code 2 [J-P, Value ~ Method ~ Code3 ~ {Q W) ~c c g. buy. sell. rcdcmptionl

]fan.croons dunng re~)Olng

...... ~ ....
2432. -Lorillard Inc

’.Amount ; T) pe leg.. ~’ Code I [ di~.. renk orin,.) ~(A’H)I

~

~ Date ~ Value Gain, ~m,’ddi~) ~ Code 2 Code [~. I ~ IJP) {A-HI ~ ~ ] ........ ~ 08/18/09

ld~ti& of {ifprivale transac6on~

Sold

2433. -McA fee lnc

Sold

08/03/09

2434. -Me Donald’s Co~

Sold (paO) Sold

03/20/09 05/12/0q

2435. -Me Donald’s Co~

2436. -Me Kesson Corp 2437. -Me Kesson Corp 2438. -Medtronic lnc 2439. -Merck & Co 2440. -Merck & Co
244 I. -Microsoft Corp ~44.. -Mtcrosoft Corp

Buy Sold Sold Buy Sold
Sold (part) Sold

02/09/09 08718/09 0g/18!09 03i18/09 08/I 8/09i
08/12/09

08/18’09

2443. -Molson Coo~ Brewing Co B

Sold

03/18’0t~

2444.-Morgan Stanley 2445.-Morgan Stanley 2446. -Mosaic Co 2447. -National Oilwcll Varco Inc 2448 -National Oilwell Varco ]nc

Buy Sold Sold Buy Sold

~5/12.’09 08/18/09 04,’ 17/09 01/02/09 04/28/09

FINANCIAL DISCLOSURE REPORT Page 148 of 172

~ .... 1 P ..... Reporting

Da,e of Report I

S,..dish. William L.

07/12/2010

I

NON E (No reportable income, assets, or tra~sactions.)

exempt from prior di~losurc

: Code l ] di~.. rcnL ~ (A-tt) [ or inl.) +

Code 2 I J-P}

Mcdmd Code 3 ~Q-%)

buy. 5c11. ] redemption} ~ Sold Sold Buy Sotd Sold Buy Sold Sold Sold Sold Sold Sold

m~’dd"~ ~ C{~e 2 ~ C~e I (J-P) } (A-It} ~ 08/18/09 07/21/09 0 I.;26/09 05127/09 04:30/09 04/28/09 08,/I 8/09 08;18/09 08118/091 02/09/09 08/18/’09 0,qil 8z09

bu)cP~llcr ~ffpr,~ale tran~c~mn~

2~9. -News Co~ Inc 2450. -Nokia Co~ Spon ADR 245 I. -Norlhem Tr Corp 2452. -Northern Tr Corp 2453. -No;’aritis AG Spon 2454. -Occidental Pctro Corp 2455. -Occidental Pctro Corp 2458.-Omnicom Inc 2457. -Oracle Corp 245g. -PNC Financial Svs Grp 2459. -Parker ttannilin Corp 2460. -Pepsico Inc 2461. -Pfizer Inc 2462. -Pfizer lnc 12463. -Pfizer lnc 2464. -Phillip Morris Im’l W/! 2465. -Praxair Inc

Buy. Sold Sold Sold

"07’1, .,3 ’09 08/I 8/09 08/I 8,’09 03! 13/09

FINANCIAL DISCLOSURE REPORT

I lName of P ....

Reporting

Dat~ of Report

Page 149 of 172 I S,a.d,.~U. Wi,,,,,~ L.
NONE (A~ reportable income, assets, or transactions.) A Dc~ripllon ~f A sscls B. Income during C. Gross ~alu¢ at end D.
]~an~cttons

07/,Z"2010

Place "(X)" aflcr each as~cl exempt from prior d~sclosurc

~mount T)pe Ic.g. ~ Code I ~ d~, rent. ~ IA-ttl + or int.I [

VNuc ’, Value Code 2 [ Melh~ [J-P) , (Q-W)

Ty]~ (cg.. buy, ~11.

Dale Vah~c Gain ~mn~tdd.,’)y ~ (’~e 2 Code I [

Idcnt~y Of buycr~s¢llc~

Iransaclion~

2466. -Praxair Inc

Sold

108/18/09

2467. -Procter & Gamble r2o 2468. -Qualcomm Inc
2469. -Raytheon Co 2470. -Research in Motion 2471. -Ross Stores Inc 2472. -Ross Stores lnc 2473. -St Jude Medical Inc 2474. -St Jude Medical Inc 2475. -Schering Plough Corp 2476. -Schwab Chas Corp Nov, 2477. -Scmpra Energy 2478. -State Strecl Corp 2479. -State Street Corp 2480. -[atwan Semiconductor MI) Co 2481. -Taiwan Semiconductor Mrg Co 2482. -Target Corp

Sold Sold
Sold

08/18/09 08/18/09
08/I 8/09

Sold lparl) Sold Sold (part) Sold Sold Sold Sold Buy Sold Buy Sold Buy

06/30/09 07:01 ’09 05’24;09, 08118/09 08118/09 08,’ I 8!09 08,18:09 (1’5.,’27/09 08~ 18/09 03/06/09 08118;09 02:11/09

FINANCIAL DISCLOSURE REPORT Page 150 of 172

s .... fP ..... aep,,r,og Standish. William L.

07/12/2010

NONE (~Vo reportable income, assets, or transactions.)
Description of Assels I including tmgt assets) Place "IX)" afl~ each ~ssct excmpl from prior di~Msure Income d~ring rcpomng pcrmd [Amount ~ Type (¢.g, [ Code I ~ di~., renL ; (A-iI~ orint.) ~ Gross ~aluc at end ol repoffmg period Value Code 2 (J P] Va~uc Method Code 3 IQ W ) ~ ; T)~e (eg., ~ ~ buy, ~1. ’. redcmptlonl Tran~acuons during reporting ~,r~od , Vatuc [ Date [mmdd)y ~ Co&" 2 ~ Code I ] : IJ-P) L~-HJ I ’,

i

....................... ~ ~.. ~ .................
2483. -Target Co~

~ .....
Sold

~

buvcrisclle~ [ifprivalc transaction

08/I

2484. -Tcxas Inst~men~ ]nc

2485. -Textron lnc
2486. -Thermo Fisher Scientific lnc

Sold
Sold (part) Sold ~part) Sold

08/I 8/09
01/26~09

2487. -Thenno Fisher Scientific Inc 2488.-Thermo Fisher Scientific lnc 2480. -Time Warner Inc ~spinoffofTime Warner Cable) 2490. -Time Warner Cable lnc (rec fr Time Warner spinoff) 12491. -Time Warner Cable Inc 2492. -Time Warner Inc

03/10/09

08/18/09 04/02/09

Spinoff 04/02i09 flora line 2489 Sold ! 06/04/09 08s 18/09

Sold

2493. -’[’yco [nl’l Lid WiI 2494. -’lyco ln|’l Lid WiI 2495. -Tyco Inl’l Ltd WiI

Buy Sold Sold

03,’19.;00 08:18,09 01.26/09 05~28,.’09 !

2496. -US Bancorp 2497. -Vale SA-Sp ADR Irec li Companhia name chg) 2498. -Vale SA-Sp ADR ~ Sold 08~18/09

2499. -Veretex Pharmaceuticals

FINANCIAL DISCLOSURE REPORT Page 151 of 1 72

x .... ~P ..... Rcpo~,~ng Standish. William L.

|

I

D~,eofRep~,, 07!12’2010
tiong)

[

V! 1. INVESTMENTS and TRUSTS - i .........

alu,., ....... tions (Includes those o/sp ....... d de~nd¢nt children; seepp. 34-60 of filing i ......

~

NONE

(No

income, assets, or transactions.) Income during rcpomng ~riod ~Amount ; Code I ~ IA-H) T~eleg.. d~ . ~cn~. o~ in| ) ;: Gl~s value a! cod . of reporting period / [ Value ] Code 2 ~1 ~J P} Value Meth~ T~c~cg. buy. sell, rcdcmp~ten) ((O-W)’°de 3 ~ Buy Buy Sold Buy Sold Sold (paa) Sold (parD Sold (paa) Sold Buy Sold Sold None N "1" Moo Mkt Inv Sold 06,25"09 [ran~ctitms during rc~mng ~riod

De~ripOon of Asst~s (i~cludmg ~1 a~scts) Place "~ X I" after each asset exempt from prior d~sd~u~

] Dare Val~e Gain .mm,dd,’>y Code 2 ~ Code I IJ-PI ] IA-It) ]~ 03/I li09 08/12/00 08118/~ OI .’30/09 08.q 8"09 05!12/09 06104/09 01 ;26;09 08/18/09 O! t26:0o 07;I 108!18:’09 K

ld~ub’of buycr,’~llcr transacuon)(if pri~ale

~2500. -Verelex Pharmaceuticals 2501. -Veretex Pha~aceuticals 2502. -Verelcx Phannaceulicals 2503. -Vi~ lnc CI A 2504 -Visa Inc CI A 2505. -Wal Mart Stores Inc 2506 -Wal Mart Stores Inc 2507. -Wells Fargo & Co New 2508. -Wells Fargo & Co New 2509. -Wyclh 2510. -Wyeth

j

i

251 I. -Xto Energy Inc 2512. -Trust ~21 IN() BcneflntcresO 2513. -BNY Mellon Nat’l Muni MM Fund

2514. -BNY Mellon Emerging Mkts Fund CI M 2515.-BNY Mellon Income Stk Fd CI M 2516. -BNY Mellon lnl’t Fund C[ M

Sold

06,’25/09

PageFINANCIAL152 of 172DISCLOSURE REPORT [ Standish, VII. INVESTMENTS and TRUSTS - i ........

I William L

Name of Person Reporting

Date of Report

07;12/21)10

~t,¢, , ...... t~,, (Includes those of sp ....... d dependent children; .we pp. 34-60 o[filing i ........ ion.,.)

NONE (No reportable income, assets, or transactions.)
De~ription of Assets t Including Iru~l as~ls) Place "IX)" a~icr each asset exempt from prior disclosure Income during rcpoaing period ’,Amount i T)~ ~¢.g.. Uode I " div.. r~L ¯ ~A-II) ~ or inl.) ~ (;ross value at end o r~mn~ pe~;od Value C~e 2 I J-P) Value ~ Methc~ [ Cod¢3 T)ge (e.g, buy,~’][ rcdemptmn) [ransactions during rc~mng ~rtod

] Date , Val~e " GBill ~ ~mm.d&;yv [ Code 2 ~ Code [ ~ ~ /J-P) ~ IA-H) ;

Idenl~ly of buyer:~qlcr of private

~17. -BNY Mdlon Lg Uap S~ock Fund Cl M 25 I g. -BNY Mellon Lg Cap Slock Fund CI M

Buy

06/29/09 ] 06’25!09

2519. -BNY Mellon ,Mid Cap Stock Fund CI M

Sold {part) Sold (part) Sold (pan) Buy

2520. -BNY Mellon Nail Inter Muni Bood Fd CI M 2521. -BNY Mellon Nail Inter Muni Bond Fd CI M 2522. -BNY Mellon Nail S~T Muni Bond Fd 2523. -BNY Mellon Nal! S,’F Mum Bond Fd

} 1~6:25/09

’ I 1/12/09

06/2£O9

Sold (paa) Sold (pan) Buy

11/12,’09. I

2524. -BNY Mellon Small Cap Stock Fund CI M 2525. -Dreyfus Diversilied InIl-I 2526. -Dreyfus Diversflied InIl- 1

06/25,’09

Buy

1 I/I 2/09

2527. -Dreyfus Db, ersitied In~l- I

Buy Buy Buy

12’3 V09

252g. -Hussman Strategic Growth Fund 2529. -Hussman Strategic Tolal Ret Fund 2530 -Ishares S&P GSCI Commt~ity Ind

I 1’12,’09 I I:’12:’1}9

Buy

06/29:O9

!53 I. -AT&T

Buy

01~02:09 06/29,0q

2532. -AT&T 2533. -Abbott Laboralories

Sold Buy

Ill ;02/09

FINANCIAL DISCLOSURE REPORT Page 153 of 172
V II. INVESTMENTS and TRUSTS - i.,- ......

[ ~ .... fr ..... R~po,~n~
I Standish, William L.


07/12/2010 I

1,o., ....... io,, (tnct.aes those o[w ...... a dependent cnitdr,n; .~ee pp. 34-60 ,qfiling instruction~.)

NONE (No reportable income, assets, or transactions.)
I)es~lplton of As~ti Income during (]ross ~alue at end l’ran~ctions during tc~rnng

~

Placc’iXi"aftcreacha~t .... pt,om prior d,scl .....

IAmount~ l~tcg. ]Value I Code I ! di, ..... t. [Code 2 ] ~J-P) i !A-H) ~ urmt}

Value M~hod Code3

T~(eg.. buy.,ell. redcmp~ion~

~ Date Value . Gain [ .... d~’, Code 2 j Code, i O-PI r (A

Id~ti~of buyersc~lcr

2~3~. -Abbotl Laboratories 2S3~. -Acc~nture Lid 2536. -Accemme Lid 2537. -Ado~ Sys [nc 2538 -Adobe Sys Inc 2539. -Aetna Inc 2540. -Aetna lnc 254 I. -Aelna lnc 2542. -Alliance Data Sys Corp 2543. -Alliance Data Sys Corp 2544 -Amerprise Finl lnc 2545. -Amerpdse Finl ]nc 2546. -Amgen Inc 2547. -Amgen Inc 2548. -Amgen lnc 2549. -Apachc Corp 2550. -Apache Corp

Sold Buy Sold Buy Sold Buy Sold (part) Sold Buy Sold Buy Sold Buy Buy Sold Buy Sold

0~/06.~ I 01/02/09

00129:091 01/02.’0~ ~ 02/26:09 01/02/09 03/I 06/18/09 01~02/09 06/29/09 01/26;09

01."02109 104/29/09 06/29/09 01102..’09 06/29;09

FINANCIAL DISCLOSURE REPORT
Page 154 of 1 72

N .... fP ..... Reporting
Standish, William L.

Date of Reporl ]

07112/2010

I

i,,,, d de~nden, children; see pp. 34-60 of filing initr,ctiony.) Vll. INVESTMENTS and TRUSTS - i ......... .......,i,,.. (lndude., those of sp ......

~

NONE (No reportable income, assets, or transactions,) Dcscnptlon of Assets (including tmsI ~sets~ Place’!XV after each asscl exempt from prio~ disclosure Income during reportmgpertod I Amount i C~c I : IA-HI i Type le.g. d~v.. ten~ or mt t ~ Gross valge a~ end ~ of reporting p~iod Value Code 2 (J-P) Value Melhod Code 3 (Q-W } T)~ (e.g, bu). ~ll, redcmptmn/ Tran~ctlons during rc~ing

- Date ] Value ~mmidd,’yy ~ Code 2 ’ (J-P) I 01.’02/09 06/29/09 ~/15.’09 06/2~/~ 01/02/09 0 02/1 li~ 05/27/09 116/1 06/29/09 08/28/09 01/02/09 03/20/0~ 105127/09 i 06/29/09 01,:02~09 06/29/09

. Gain [ Code 1 } [A-II~ ~

Idcntib of bu)cr-scllcr transaction

255 I. -Apple Inc 2552 -Apple Inc 2553. -Autoliv Inc 2554.-Autoliv Ine 2555. -Bank of America Coq~ 2556. -Bank of America Co~ 2557. -Bank of America Corp 2558. -Bank ot" America Corp 2559. -Bank of America Corp 2560. -Bank of America Corp 256 I. -Bank orAmenca Corp 2562 -B~! Buy lnc 2563. -Best Buy lnc 2564. -[test Buy Inc 2565. -Best Buy lnc 2566.-Blackrock Inc 2567.’ --Blackrock Int"

Buy Sold Buy Sold Buy Sold (pan) Sold Buy Buy Sold (part) Sold Buy Buy Sold (part) Sold Buy Sold

2. Value ~.’t~d~

J -$1 ~.~300 or le~

K "S 15.0~1 - S5{L000

L - S50.001 - ’~ 100.0~0

M ~S t00.0(ll - ~25(/.t~’,

FINANCIAL DISCLOSURE REPORT
Page 155 of 172

~ .... fr ..... a.po.i~g
st~,,a~sh, W|lllam L.

[

D .... fR~po,,
07.’12/2010

I
D.
Type tc g., ~ redemption) Date i Value i (JP) ~’ Gain ~ (A-H)

]

I

NONE (No reportable income, assets, or transactions.) A R. C.

Placc "~X 1" after cat’h assct

’ ~ (A H)

Amouat (c g, T)~ or tat.)

Value (J P)

Value Codc 3

ldenti~y of elf private

~ 2568. -Bn)adcom Co~ 2569. -Broadcom Corp 2570. -CVS Caremark Corp 257 I. -CVS Carcmark Cotp 2572. -Chubb 2573, -Chubb 2574. -Chubb 2575. oCigna Corp 2576. -Cigna Corp 2577. -Cisco S~,s Inc 2578. -Cisco Sys Inc 2579. -Cisco Sys Inc 2580. -Citigroup Inc 258 I. -Ciligroup Inc 2582. -Coach Inc 2583. -Coach Inc 2584. -Coca Cola Enterprises

(Q-WI Buy Sold Buy ~old Buy Sold (pan) Sold Buy Sold Buy Sold (pan) Sold Buy Sold Buy Sold Buy

~ 02’26/09 06/29/09 01/02/00 06.’29,"09 I) 1 ’02/09 01 ’26/00 06/29/09 06/24.’09 06/29,’09 0 I,;02:09 02!26’0q 06,’2W09 111.i02f09 06/29/119 01/~’~2/09 I 01.26’09 01/02’09

~

transaction)

Page 156 of 172 VII. INVESTMENTS and TRUSTS -i

Standish, William L.

07/12,"2010

NONE (No reportable income, assets, or transactions,)
Income duri~g Gross ~ alu¢ at ~d I ransacfions during reining ~ iod

I)c~npnon of Ass~s

i

~

~

{including ~s; as~ls) Place "(X)" after each ~sel ¢xempl flora prior disclosure

reposing permd iAmuunt , (’~dc I ~IA-II) T~pe (e.g., d~v. rent. or,re.)

of rcpo~g period I Da~c ~ Value
~

Va ue ’. Value ’, T~ (c g Code 2 ’ C,~de3 ~ rcdcmplion~ ] IJ-P~

Gain .

Identib. of (ffpri~.ate

~ O’P) !IA-II)

2585. -Coca Cola Emerpnses

Sold

06/29/09

2586 -Colgate Palmolive Co
25,~7. -Colgate Palmolive Co 2588. -Companhia Vale De rio Doce 2589 -Companhia Vale De rio Dote Iname dtg to Vale SP-Sa ADWI 2590. -Concophillips 259 I. -Concophillips 2592. -Concophillips 2593. -Cummins Inc 2594.-Cummins Inc 2595. -Danaher 2596 -l)anaher 2597. -Darden Restaurants Inc 2598 -Darden Restaurants Inc 2599. -DuPon! El Ncmours 26(ff1. -DuPont El Nemours 2601. -Emerson El Co 1

Buy
Sold Buy

01/02,’09
06r29109 01/O2/09 04"02,’0’~

Buy Sold (part’l Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy

’01,’(|2109 03,’20!09 )6,’29!09 IO5’06, 09 06,29/09 01102.’Oq 06/29.’09 01/OZ~09 05128,’09 04!17/09 06.’29109 01/02,’09

FINANCIAL DISCLOSURE REPORT Page 157 of 172

St~,,,dlsh. William L.

07/I 2.’2010

NONE (No reportable income, assets, or transactions.)

I including ~,t assc~sl P[~cc "IXF zfier e~h ~t cxcmp~ from prior di~lo~ure

reposing peri~

of reposing period

Amout~t l’y~ le g. ; Code 1 ~ di~.. rcn~

~ Code 2

Method

~

buy. ~e~l.

~mm"d~ ~ Code 2

Code l

buycr-~lh’r

2602. -Emerson El Co 2603. -Estee Lauder Cos 2604. -Estee Lauder Cos 2605. -Exelon Corp 2606. -Exelon Corp 2607. -Exelon Corp 2608. -Exxon Mobil Corp 2609. -Exxon Mobil Corp 2610. -Fedex Corp 2611. -Fedex Corp 2612. -Fifth Third Bancorp 2613. -Fifth Third Bancorp 2614. -First Horizon Nail Corp 2615. - First I 1 orizon Nail Corp 2616. -First I lonzon Natt Corp 2617. -Firsl Horizon Natl Corp 2618. -F~anklin Res lnc

Sold Buy Sold Buy Sold (paa) Sold Buy Sold Buy Sold Buy Sold Buy Sold (part) Sold |part~ Sold Buy

03/19/~ 01 ,’0Z"09 ’ 03/0q/09 01/02,.’09 04/I 7/09 06"29/09 01,’02/09 06./29/09 0 l/OZ’Oq 06;29/09 01 ’0210q 01/29’09 0 I,’(}2,09 02~26/09 06/29/09 {17106/09 01/02/09

Name of Person Reporting FINANCIAL DISCLOSURE REPORT " Standish, William L. Page 158 of 172

I

Date of Report

07/12/2010

VII. INVESTMENTS and TRUSTS - i.,. ...... t.e, t ..... "tions flnclude$ those of sv ...... d devendent children; see vp. 34-60 0f filing instructio,,xj
NONE (No reFortable income, assets, or transactions.)
Income during r.~rting period Gros~ value at end of reporting ~riod Value Uodc 2 O-P) Value Mc~h~ Code ~ (Q-W) ~ ~ran~c*ions during rc~rtmg

(including t~st as~s) Place "IXI" after each a~t exempt ~om prior dixciosure

~

~Amounl ~ T}~e (e.g. , Code I :~i d~v., r~t. or int.) [ [

F}gc (e.g.. buy. sell. rcdcmption~

[ Date ~ Value i: mm,dd.yv. ~ C~c 2 ; ~J-P) I

Gain Ct~e I IA-H~

Idcmi~ buyer/seller lifpr*sate ~ransact~on~

2619. -Franklin Res lnc

Sold

0~’29~09

2620. -Gap 262 I. Gap

Buy Sold (parl) Sold

01/0~09 01/26,’09

2622. -Gap

02/10/09

2623. -Genera] Electric Co 2624. -General Eleclric Co

Buy

01102!09

Sold Buy

06.’29/09 01/26,’09

2625. -Gilead Sciences tnc 2626 -Gilead Sciences Inc

Sold Buy

06/29:’O9 01;02/09

2627. -Halliburlon Co 262;~. -Halliburton Co

Sold Buy

06,,’29,’09

i 2629.-Hess Corp [ 2630. -Hess Corp

01/26,~09

Buy Sold Buy

O3/20!09 I)6/29/00 01/02/09

] 263 I. -Hess Corp 2632. -Ilome Depot Inc

i’"6~3 -Ilome Depot Inc
, ,~..-Honeywell Intl Inc

Sold

06/29’00

Buy

01;02!09

2635 -l[oncywell Intl lnc

Sold

06/29/09

FINANCIAL DISCLOSURE REPORT Page 159 of 172 VII. INVESTMENTS and TRUSTS -

N Sta.,|ish, William L.

07/12,’2010

NONE (;Vo reportable income, assets, or transactions.)
A. Description of A~ct~ (including ~st assctsl PIacc’(X,"afi ..... ....t h ’ B. ~d

,

~ C. Income during

: ...... ~ ............... [ Gross ~alue al end

~

Transacunns during rc~in~ ~rmd : [dcnt~of buyer/seller (ifpriva,e transacu~nl

r~offmg pc~io~ ~ .fffrcpo~ing pt~iod T~[eg./ Value ~ Value [ T}re~cg, ~ Dale i Value i Gain buy, ~U. di~..renl. [ Code 2 ~ Melh~ i ~mm.’d~w ’ Code 2 II[A-HI ~rin:.~ / ~JP) ~ Code3 rcdcmptionl ~ {J-P~ Code I I {Q-W)

:A ..... t ] C~c I ..... p~frompnordtsclo .... [L~-tl}

/

2636.-Hospira lnc

Buy

01/02/09

2637. -Hospira Inc 263~. -IBM
2639. -IBM 2640. -Intel Coq~

Sold Buy
Sold Buy

06/29/0~ 01 ’02/09
06/29/09

03/I 3."09 06/29;09

2641. -Intel Corp

Sold Buy

2642. -JP Morgan Chase & Co 9643 -JP lvlorgan Chase & Co

01/02/I)9

¯ Buy

02/I 1/09

2644. -JP Morgan Chase & Co

Buy

03/06/09 06/2q/09

2645. -JP Morgan Chase & Co

Sold Buy

2646. -Johnson & Johnson 2647. -Johnson & Johnson

01/09-/09

Sold Buy

01/26/09 02/26.’09

i26.~8 -Juniper Networks lnc
264’9 -juniper Networks Inc

Sold

06’29,’0~

2650. -KBR Inc 265 I. -KBR lnc 2652. -Keycorp New

Buy Sold Buy

01/02/09 06./29,’09 01/02;09

FINANCIAL DISCLOSURE REPORT Page 160 of 172
VII. INVESTMENTS and TRUSTS - i,,. ......

,’, ....f ~, .... a.po.~.g Standish, William L.

|

[ I

ol,, of Repo,t 07;12:2010

~e, t ...... tions flnclades those v/spou~e and dependent children; see pp 34-60 of filing instruttlon~.)

~

N ONE (~ reportable income, assets, or tram’actionsO

......... ,~ .........
DcscrlpliOn of Assets (including ~st ~ssc~) Place "(X)" after cach asset exempt from prior disc[*,surc

~.
lnc~n¢ during reposing p~i~ ,Amour ) : C~e I Typelc.g.. ~ dw., renl.

~

c.

o
l’ran~ctions dunng re~mng ~’rmd Id~h~y ot buycr,~cikx

Gross ~a{t~c al end ~ of reporting permd ] Value [ Code 2 Value Melhod Type (¢ g.. buy. ~11.

~ Da~ . Value , (;am ~mm..d~’yy ~ Code 2 ~ Code i

2653. -Keyco~ New ’ 2654. -Keyco~ New 2655. -Lahoratory Corp Amer Hldgs I 2656. -Laboratory Corp Amer tlldgs 2657. -Lorillard Inc 2658. -I.orillard Inc 2659.. McA fee 2660. -McAfec 2661. -McDonald’s Corp 2662. -McDonald’s Corp 2663 -McKesson Corp 2664. -McKesson (?oq.~ 2665. -Medtronic Inc 2666.-Mcdtronic lnc 2667 Merck & Co Inc 2668. -Merck & Co lnc 2669 -Microsoft Corp

Sold (pa~) Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy

05/29:09 06/29?09 01!02/0q’ 01/26109 0 I,’26/09 06129:09 01!02/09 0&’29/09 01/02/09 05/I 2:0q 02.’09/09 06/29t09 01 ,’02/09 06/29!09 03..’18,’09 06/29/09 01/02,O9

FINANCIAL DISCLOSURE REPORT ¯ st~.dl~t,, W~l~i~m L. Page 161 of 172

Name of Person Reporting [

Dace of Repo~

VII. INVESTMENTS a n d TRUSTS - ~ ......... ~.~, t ....... tions ¢lncl~de~ those oJr~p ....... d dependent children; see pl~ 34-60 of fillng instrut.tionL)
NONE (No reportable income, axsets or transactions.)
A. Description of Assets [inclttdlng rr~st as~:s) Place "(X I" after cach a~,set exempt from prior dis~.-Io,u~e : B. Income dunng reporting period (2) Type (cg. dl~. rent. or inl ) i C Gro,;s value at end of rcporhng period (11 (2) Value Value L’od¢ 2 Method I J-P) t-’ode 3 (Q.W) Transactions during reporting period 11) T.~: {e.g., buy, sell. rcdemplion~ i (2) ’ Date Value Gain i mmidd/yy, Code 2 f Code i ! l J-P) i (A-H~ ~ !

:

~~ Amount " Code i I (A-}!) i

i

ldcnti buyer seller r;~,n~action~

2670. -Microsoft Corp 2671. -Molson Coors Brewing Co

Sold Buy

06/29’09 01/02/09

2672. -Molson Coors Brewing Co

Sold

03116/09

2673 -Morgan Stanley
2674. -Morgan Stanley

Buy
Sold Buy

05,.’27/09
06;29/09 01/02/09

2675. -Mosiac Co 2676. -Mosiac Co

Sold

04/I 7/09

2677. -Natl Oilwell Varco Inc

Buy

01/0Z"09

2678. -Nail OilweH Varco Inc

Sold

04/28/09

2679. -Ne~,’s Corp Inc 2t,80. -News Corp Inc

Buy Sold

01/02/09 06i29/09 01/02!0q’

2681. -Nokia Corp 2682. -Nokia Coq~ 2683. -Northern Tr Corp

Buy Sold

06.’29,’09

Buy

01!26/09

2684. -Northern Tr Corp 2685. -Novarms AG-ADR

Sold

06.Q9/09

Buy

01/02/09 04;’29’09

2686. -Novaritis AG-ADR

Sold

N ...... f P ..... FINANCIAL DISCLOSURE REPORT [ StandisMWilliamL. Reporting

Page 162 of 172

]

Dat, of Report

07~12/2010

~

NONE

(No reportable

income, assets, o," transactions.)
: Income during reposing period Gro~s t altl¢ at end tff reposing period Tran~ctions during rc~ing period

Description of Asset~ (including t~st ~¢ts)

Placc"(X)"afzercach~set exempt from prior dt~lomre

Amoun i Typcic.g. i Code I ] dr*.. rcm, : (A-Ill l ormt.~ [

Value Code 2 {J-P)

Value Me:hod Code3 I O.-W)

Typc{cg.. buy. rcdcmplton)

~ {J-P} [ (A-H~

Ofpovate

2687. -Occidental Petro CoW 2698. -Occidental Petro Corp 2689. -Omnicom 2690. -Omnicom 2691. -Oracle Co~ 2692. -Oracle Co~ 2693. -PNC Financial Svs (;W 2694. -PNC Fin~cia[ Svg G~ 2695. -Parker ltanmfin Co~ 2696 -Parker t lannifin Co~ 2697. -Pepsico Inc 2698. -Pepsico Inc 26~. -Pfizer 2700. -Pfi~er 2701. -Phillip Morris lnfl lnc 2702. -Phillip Mo~s Intl lnc -Pmxir Inc ’ " 2703. Buy

Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold Buy Sold ~ 01,’02’09

~/28/09 06/29/09 01/02/09 06/29/09 01/02/09 06/29/09I 01/02/09 0Z’09/~ 01/02/09; 06/29/09 01/02¢09 06/2q/~ 01/02/09 06~29/09 01/02/09 106/29/09

FINANCIAL DISCLOSURE REPORT

Page 163 of 172 VII. INVESTMENTS and TRUSTS - ~ ........

I

Name of Person Reporting

[ .

Date of Report 07/I 2t’2010

I Standish. William L. ~e. , ...... ,i.., it.dude., d, ose o/sp .......

a aependent chitdren; ste pp. 34-60 o[f!llng i

NONE (No reportable income, assets, or transactions.) Dcscrtption of Asscls (including ~sz assct~) Place "iX)" afle~ each ~l exemp~ from prkor dl~’i~ur¢
Income durmg

reporting period Amount Code I IA-It}

! (~russ valut" a~ ct~d of reposing pcr~d Value Meted Code3 Type ~c g. buy. se~l, redemption}

Transa~lio~5 during rc~ing ~riod

[ypc Ic.g, t] Value d~., ~n~. / C~c 2 ormlt [ IJ-PI

Date ; Value i mm,dd yy ~ Code, ; ’ {J-P)

Gain C¢dc I (A-HI

ldcn))b’ of buycr sclter

I 2704. -P~xir Inc 2705. -Praxir Inc

Sold Sold Buy Sold 13 uy Sold Buy Sold Buy Sold Buy S;ok! Buy Sold Buy Sold Buy

03/13/09 06,’29/09 01/02/09 ~ 06/29/09 01 ;02/09 06!20/09 01/02/09 06/29,"09 01;02,;09 06/29,’09 01,’02i09 06.’20/09 01/02/09 06/20.’00 01 i0Z’09 06/29/09’ 01/02/09

12706. -Proctor & Gamble Co
~ 2707. -P~ctor & Gamble Co 2708. -Qualcomm [no 2709. -Oualcomm Inc 2710. -Raytheon Co 271 I. -Raytheon Co 2712. -Ross Stores Inc 2713. -Ross Stores Inc 2714. -St Jude Medical 2715.-St Jude Medical 2716. -Schering Plough Inc 2717. -Schering Plough lnc 2718. -Schwab Charles.Coq) 2719. -Schwab Charles Corp 2720. -Sempra Energy

FINANCIAL DISCLOSURE REPORT Page 164 of 172 VII. INVESTMENTS and TRUSTS -. i,~ ....

n .... rr,~o~ r~o,~.~ St~.di~U, William L.

1)7!12.’2010

I

~.~, , ....... ~io.~ a.a~ ,~o~ o/~ ..... ~ de~ndent children; ~ee pp. 34-60 of filing i ......

NONE (No reportable income, ass~’ts, or transactions.)

{including ~ru~t as~c~s) Placc "(X]" al~c~ each asscl excmp~fromp ...... tisclosure

r~o~ing period ~ of rcpon*ng ~Amoum ~ Tvpc (e.g.. / ~C~cl ~ d,,..rcn~. [ Vatuc
(ode2

, Value [ Mcth~

~c ~c.g.,
bu).selI. ~mm.dd’yy Codc2 ~(’odel huyc~sellcr

2721. -Sempra Energy 2722. -Stale S~eet Co~ 2723. -Stale Street Co~ 2724. -Iaiwan Semiconductor Mfg Co 2725. -Taiwan Semiconductor MI~ Co 12726. -Target Co~ 2727. -Targ*~ Co~ 2728. -’[’e~ron lnc ,. 2729. -Textron Inc 2730.-~e~ao Fisher Scienfific Inc Sold

Sold Buy Sold Buy Sold Buy Sold ~uy 06’29/09 Buy

06/29/09 05/27/09 06/29/00 03~06’09 06~29~09 06;I 5/’1)9

_
01/02/09 01/02/09 01/26/~ 03;1009 ] 06/29/0q i 01/02/09 ~/02~09

~

273 I. -Thermo Fisher Scientific lnc

I,

Sold (pan} Sold Sold Buy

~ 2732. -The~o Fisher Scientific Inc ~ 2733. -Thenno Fisher Scientific Inc 2734. -Time Warner Inc 2735. -Time Warner Inc [spinoff of Time Warner Cable) 2736. -Time Warner Inc 12737. -Time Warner Cable (reed li Time Warner inc spinofO)

Sold

06/29/09

04/02.’09 Spmoff ’l?om line 2735]

FINANCIAL DISCLOSURE REPORT Page 165 of 172 VII. INVESTMENTS and TRUSTS - i ........

N ....~P ..... ~,po-~ Standish, William L.

~.,, o~,po~, 07/12/2010

~,~,,, .....-aon~ a,,aua.~,ho~, o~,~, ......a d,~,,,,,~.,,*ila,,n: ~,,~e. s4-~o o~/.~.g ~ ........io.,.~
~ ..............

~

N ONE LVo reportable income, assets, or transactions.)

(~nclu~ing t~st a~c~s) Place "IX~" after each asset excmp~ from prtor d~sc~osure

:~ reposing ~riod Amounl ~ Type (c.g. ~ Code I ’ di,.. tent. , (A-II) ~ or int.} ]

of reposing period Value / Code 2 1 (J’P) Value Me,hod Code J Ty~ I.c g.. buy. ~’11. rcdcmpuon} Value I Gum [ Date ~rum.d~’yy Co~ 2 ~ Code I (J-P) ’. tA-II) ~ 06.;(~/09 03/I 9,’09 06/29/09! 01i02/09 01/26/09 [dent~t) of bu).e~xcllc, (~fprwatc

~

2738. -Time Warner Cable Inc 2739. -Tyco ]nil 274(I -Tyco Intl 274 I. -US Bancorp 27~2. -US Bancorp

Sold Buy Sold Buy Sold

~4~.-Vale S~-S~ ;,o~d I"; Co..r,~,a .~me ~g)
’2744. -Vale SP-Sa ADR 2 745.~Ve~ex Phannacuti’cal~ lnc 2746. ’~’eaex P~acutic~ls lnc 2747. -Vi’sa Inc CI A 2748. -Visa Inc CI A 2749. -Wal Mart Slor,;~ 2750. -Wal Marl Stores 275 I. -Wal Mart Stores 2752. -Wells Fargo & Co 2753 -Wells Fargo & Co 2754. -Wells Fargo & Co Sold Buy Sold Buy Sold Buy ~old (part) Sold Buy Sold (part~ Sold

o4,’o._:’o~ !

03/10,’09 06!29/~ 01/30;0~ 06,’29~09~ 01,’0L’09 05;12/09 06;15/09 01102~09 01!26!09 06129,’0q

FINANCIAL DI SC LOSURE REPORT Page 166 of 172 VII. INVESTMENTS and TRUSTS -

Standish, WiLliam L.

07/12/2010

NONE (No reportable ittcome, ~sets, or transactions.)
De~c~plton of Assets (tncl~mg t~I assers~ Place "(X~" after each a~t cxemp~ from prio~ disclosure Income during rc~tttng ~r~ Amount ~ T>~" leg. [ Code t ’ ~ IA-H! [ orml.~ ~ i Gro~ ~.alue al end of rep~m~ Value Value : Transaction~ during rcpoOing ~r~od

I-~c (c.g.

: Date

Value

Gain

ldcnlity of

(Q-W)

;

transaction~

t 2755. -Wyeth
2756. -Wyeth 2757.-X~’O Energy Inc

Buy
Sold

01/26/09
06]29/lY) 01/02/09

Buy Sold

2758. -XTO Energy Inc None O T

06/29.’09 F

2759. -Trust,/22 (No Bcneflnterest) ~76t~.-Blackrock PA Muni Fd

K

I See Section VIII

Mon Mkl In’,’

27(,I. -AT&T !nc 2762. -.,\mgen [nc Sold 07/06/09

2763 -BLIP Billilon l.ld

Buy

[07,’06/09

2764. -Bank of America ~’~65 -Barrick Gold Corp

Sold

01;23/09 07,’06/~19

"

Buy

2766. -Buding~on N SantaFe Corp

2767. -Chevron CoW Slcr~cycle htc

Buy

07/06/09

2768. -Conagra Foods htc 2769. -Emerson Electric Co
2770.-ltewletl Packard

Sold

07/06/09

2771. -Medco Hlth Solutions

FINANCIAL DISCLOSURE REPORT
Page 167 of 172 VII. INVESTM EN TS an d TRUSTS - ~ ..........
Standish, William 1,. I ~,,.o orP ~po-~g ....

07;12/201
a dependent,-~il~rem see pb 34-~0 o[~ting i,,structionsJ

t.~,, ....... ~.~ tim-I.d.s ,hose of sp ......

~

N ONE (No reportable income, assets, or transactions.)

fi " -~mclu~ng ~rus~ assets) reposing p~l~ of reposing period

cxemp~ t~om prior d~sclosurc

Cod~ I

db.. rent,

Code 2

Mclhod

~ IA-t[) ~ or int.)

(J-P)

Code 3

~

buy. sell,

~mm~dd/y~ Code 2

i rcdcmpsion~

~J-P)

2772. -Medtronic [no 2773. -Merck & Co 2774. -Pepsico 2775. -Procter & Gamble Co 2776. -JM Smucker Co.’The New Corn W;I 2777. -Vanguard Emerging Mkts 2778. -Trust #23 (No Benef Interest) 2779. -B~ackrock PA Muni Fd 27140. -AT&T 2781.-Bank of America 2782. -Bamck Gold Corp 27,q3. -Burlington N Santa Fe Corp 2784. -Che,,ron Corp 2785. -Chevron Coip 2786. -Cincinnati Fin Group 2787. -Dou~inion Rcs Inc VA 2788. -Duke Realty Corp None O Y

Sold

07/06/09

Sold (pan)

07/06/09

Buy

07/06/09 K E See Section VIII #1

Mon Mkt Inv

Sold Buy

01i1)5i09 II7~116/09

Buy

07106/09

Buy Sold

12/29!09 01!05/09

FINANCIAL DISCLOSURE REPORT Page 168 of 172
VII. INVESTMENTS and TRUSTS - i .........

In’r"e°fP¢ .... I

aepo,,i.g 07/12.~010 Standish. William L.

t .......... no,, tlncl, dex thoxe of sp ...... d d~ndent ,’hildren; ,ee pp. 34-60 o] filing

~

N ONE (No reportable income, assets, or transactions.)

= .........
lincludmg ~st assets)
Plaee’iX)"aflefcacha~,cl

rcp.mmg ~riod
~A .....I

~ of reposing period
Valu,. Value i r)~(cg, ’. Date Value ~ Gain i lacnlltyol

c~lpl from pflo) disclosure

~ {’~e I fA-H) i

T)pc(eg. ~

div..)cat, ~ Code2 or mr.) (J-P) [

Me;~d buv, sdl, " Code 3 ~ rcdemplmn) (Q W]

[mm’d,t’}~ C~: 2 ~ Code I ~ i buy~r:~llct (J P) ~ (A-tt) ; [ [ ~

ofpri~atc transact,on)

2789. -~merson Electric Co 27~0. -Freepoa McMoran Copper & Gold 279 I. -tlcwlctt-Packard Co 2792. -Medco Hllh Solutions Inc 2793.-Pepsico Inc 2794. -Plum (?reek Timber Co 2795. -Praxair Inc 2796. -Praxair lnc 2797. -Procter & Gamble Co 2798. -Proxcler & Gamble Co 2799. -JM Smucker Co’The new Cam W’I 2500. -Slumbergcr Lid 2801. -3 M Co 2802. -Torlo]sc Energy Iolia 2803. -Center, ille Osten’dle & Marsto Muni 3.250-2015 2804. -$eekonk Mass ~ 62S-201,q 2805. -Trust ~;24 INo Benef lmercst) None O T .I K E See Section VII1 #1 Sold Buy Sold 01105/09 12i29/09 11!/05i09 Sold Sold Buy Buy Sold (part) 01/05/09 01/05i09 12,"29!09 01/02/09 I ~’29:09 Buy 07/06/09

FINANCIAL DISCLOSURE REPORT

I .s ....
[

r e ..... aepo~.~
Standish, William L.

Page 169 of 172

07/12/2011) I

VII. INVESTMENTS and TRUSTS -i ......... i~o., ........ io,,a,,.,u~,.,,h .... r~ ..... ~depen~n, children:seepp.~4-6Oof~llngin~lruct~ns.)
NONE (,~ reportable income, assets, or transactions.) Gross value al end of rc~Ving ~iod Va~uc Code 2
(J-P)

Tranmcrions during reporting Idcn~i~y of buyer.,scllcr transactioal

(including ~ ~-~s! Place "(X)" afler each ~scl c~mpt from pmor di~closu¢c

reining ~riod ~ Amuum ~ Code I T~pc (c8., di~., rent. (A-It) ’: ..... ) } I

~

, V.due Mc~hod ~ Co~ } (Q-W)

T)~" (e g, buy. sell.

Gain [)atc [ Value [ mm/d~yy : Code 2 ] Code I [ ~

2806, -Blackrock PA Muni Fd 2S07 AT&T 2808. -Aragon [nc 2809. -Bank of America 2810. -Barrick Gold Corp 2811. -Burlington N SantaFe Corp 2812. -Chevron Corp 2813. -Conagra Foods Inc 2814. -Emerson Electric Co 2815. -Hewlett-Packard Co 2816. -Medco Hllh Solutions lnc 2817. -Medt~’onic Inc 2818. -Merck & Co
28 I’1. -Pepsico Inc 2820. -Procter & Gamble Co 2821. -JM Smucker Co,q’he New Com WiI

Mort Mkt Inv

Sold Sold Buy

07/06/09 01/26/09 07 06/09

Buy

07/06/09

Sold

07/06,’09

Sold (paa)

07/06/O9

.8__. A, an,guard Emerg ~g Mkt.s

Buy

07/06/09

Page 170 of 172

Standish, William L.

07~12/2010

Vll. INVESTMENTS and TRUSTS-i ....... ~,,,,, .....t~on$(Includesthos, afspauseanddtpendenr,hildren;seepp. J4.6O of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Dcscriptton of A~scls Income during , Gross value at end [ Tran~cttons during rc~omg

pt from p~or di~cl

iAmoun Typcfcg, / Code I i dry rent /

Value Code ~

Value I Method

[ Type(e.g.. buy. sel!.

Date Value [ Gain mm,~.’yy I Code 2 Code I ~

Id~mmyof buyer.~llcr

282].

2824. 2825.

2826.

I.,ee (.’olumns B i and D4i

FINANCIAL DISCLOSURE REPORT Page 1 71 of 1 72

]s ....
1

fP .... Reporting

D,Ie of Report

07.11212010

[

[ Standish, William L. VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (IndicattpartotReportl
(I) Infbrmation (in the transaction) omitted from Column ID)3 in accordance wilh the Committee’s letters of February I, 1999 and November 5, 2003. (2) All assets were distributed.

I

FINANCIAL DISCLOSURE REPORT

~ ..... fP .... Rel~orting Standislt, William L.

Date of Report

Page 1 72 of 172 IX. CERTIFICATION.

0711212010

! certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, flue, and complelc to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further cerlify rha! earned income from outside employment and honoraria and the acceptance of gifts which have been reporled are in compliance with the provisions of 5 U.S.C. app. § 501 l. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

NOTE: AN3t’ INDIVIDUAL ~,VItO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS TO FiLE Tills REPORT MAY BE SUBJECT TO CIVIl., AND CRIMINAL SANt’~IONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United Statcs Courts Suite 2-30 I One Columbus Circle, N.E. Washington, D.C. 20544

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