Frederick P Stamp Jr Financial Disclosure Report for 2009
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8/3/2019 Frederick P Stamp Jr Financial Disclosure Report for 2009
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~r~,x r~c! a, L DISCLtoSURE REP~ t e o o , t R e q t t tr e d b y t h e E t h i c sIA0101 ............
~- ~~ i;tGoveramentA~tofI976~ e ~ . h 2 O t O FOR CALENDAR Y~R 2009 ~ ~5 v . s . c .
(Jr.), Frederick P. USDC~orthcrn ~ est Virginia ~05/I 4~,010
4. Title (Article Ill judges indicate active o~ senio~ status; I 5a. Report Type (check appropriate typel 6. RepoSing Per iodmagistrale judges indicate full- or parl-time) ~ Nomination, Date 01/01/20!)9
7. Chambers or O~ce Address 8. On Ihe basis of the in formation contained in th is Report and anymodifications perlainlng O~rtto, it is, in my opinion, in complianceP.O. Box 791 with appl icable laws and regu lations.Wheeling. WV 26003
Reviewing Ot11 Date
IMPOR TA NT NO TES: The instructions accompa hying this form m u ~t be followed. Co replete a I t parts,checking the NO NE box for each part where you have no reportable ia formation. S ign on last page.
[~ NONE (No reportable positions.)POSITION N A M E O F 0R G A N I ZA T I O N i E N T I T Y
1. Trustee-Emeritus The Linsly School. Incorporated
2. T rustee-Emer i tus University of Richmond
I I . A G I G E E M E N T S . t n , ; o , i ~ individual only; see pp. 14-16 of filing i ........ -titms.)N O N E (No reportable agreements.)
D A T E PARSES AND TERMS
2.
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Name of Person Reporting Date of Repot1F I N A N C I A L p a g e 2 o f 4 3 D I S C L O S U R E R E P O R T S t u m p ( J r . ) , F r e d e r i c k P . 0 5 / | 4 / : 0 1 0
I 1 1 . N O N - I N V E S T M E N T I N C O M E . (Reporting individual and sp ..... ; see pp. 17-24 of f i l ing instructions.)A. Filers Non-Investment Incom eN O N E (N o repor t abl e non- inves t m ent i ncom e. )
D A T E SOURCE AND TYPE 1NCOME(yours, not spouses)1.
2.
3.
4.
B . S p o u s e s N o n - I n v e st m e n t I n c o m e - tf you were married during any portion of the reporting year. omphle this seaion.(Dollar amount n~,? required except ]br honoraria.)~ N O N E (No reportable non-investment income.)
D A T E SOURCE AND TYPE1.20(19 WesBanco Bank Wheeling Board of Directors Fees
2. 2009 Self-Employed Jewelry Manufacturing
3.
4.
I V . R E I M B U R S E M E N T S -. ,~o.~po~,~io.,toagi,,g, yooa,,, . .,~i .... ~.(hit lude~ tho~e to ~pou~ e a~ld dependent children; ~ee pp. 2~ -27 of firing itt~trt~tton~. ~
N O N E (No reportable reimbursements.)~ D A T E ~ L O C AT I O N P U R P OS E IT E M S P A ID O R P R O VID E D
1.
3.4.5.
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Page 3 of 43 Stamp (Jr.), Frederick P, 0 5 1 1 4 ~ 2 0 1 0
V . G I ~ S . a ~ ~ . a ,, ,h o , , t o , , o u s , ~ , a a ~ , ,. a , ,, children; s e e p p . Z S - 3 1 of filing inst~ction.v.)N O N E (No reportable girls.)
~ D E S C R I P T I O N VALUE
3.4.5.
[-~ N O N E (No reportable liabilities.)C R E D I T O R DESCRIPTION VALUE CODE
1.2.3.4.5.
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FINANCIAL DISCLOSURE REPORT N~ ....P ....~ v o n ~ . g t , . t e o t a ~ p o .Pag e 4 of 43 Stamp (Jr.) , Frede~ck P . 05/14/~010Vll. IN VESTMEN TS and T R U S T S --i ......... t~,,, ....... lions" anclude. those of sp ....... d dependenl children; see pp. 34~0 oIfiling i~sl~clions.)~ N O N E (No reportable income, assets, or transactions.)
c. " .... O. -D ~ s c r i p l i m o f A ~ c l s I n c o m e o h , r i n g G r o s s v a l u e a l e n d " l r a n s a c ~ i o n s d u r in g ~ c ~ m i n g p e r i o d( i n c l u d i n g { r u s t a s s e t s ) r e p o r t i n g p e r i o d ~ o f r e p o r t i n g p e r i o d
P l a c e " ( X ) " a f t e r e a c h a s s e t ~ A m o t m I T y p e ( e .g . , Value V a l u e T y p e ( e .g . , i Dale V a l u e G a i n I d e n t i l y o fe x e m p t f r o m p r i o r d i sc l o s u re ~ C o d e 1 d i v . . r e n l , C od e 2 M e th o d b u y , s e l l , m m . / d d i v v . . : : C t s d e 2 C o d u 1 b u v e r , : s c l l e r . .( A - H } o r i n l . ) O - P ) C o d e 3 t e d e m p l i o n } [ (J-P} ( A - I I J ( i f p r i v a t et O - W ) ~ _[ .............. t r a n s a c l i o n )
I. Alcoa A Dividend L T B uy 10/29/09 L
2. Automatic Data Processing D Dividend N T Sold 4/29/09 K E(part)3. JP Morgan Chase & Co C Dividend O T Sold 4 / 2 9 : 0 9 K E(part)4. Sold 9/11/09 K E(part)5, Bristol Myers Squibb Co. E Dividend O T Sold 4i29/09 K E(part)6. Sold 9 / 1 1 / 1 1 9 K E(par07. Burl inglon Northern Santa Fe A Dividend K T
8. Coca-Cola Co E Dividend O T Distributed 1 2 , 2 2 / 0 9 Lipart)9. Conocophillips D Dividend M T B uy 10/29/09 Lt0. B uy 1 2 / 1 8 i ( J 9(addl)l I . Dow Chemical Co B Dividend L T1 2. ERIC CoW Mass None M T B uy 1 0 . / 2 9 1 t . 1 9 L1 3. B uy 1 2 ~ 1 8 ; 0 9 I.(addl)1 4 . Exxon blobil Corp Corn D Dividend N T1 5 . General Electric D Dividend N T Sold 4/29/09 J D(part)1 6 . Googlc lnc None M T1 7 . llazlett, Bu~ & Watson, Inc. None N T
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FINANCIAL DISCLOSURE REPORT N .... ! p ..... R e p o r l i n g D a t e o f R e p o r tPage 5 of 43 Stamp ( J r . , Freder ick P . 0 5 / 1 4 1 2 0 1 1 )VII. IN VESTMENTS and T RUSTS .. i ...... ,ague. t . . . . . . l ions (Includes those of sp . . . . . . . d d e p e n d e n t c h i l d r e n : s r e p p . 3 4 - 6 0 , ~ f f i l in g i n s t ~ c t i o n s . )~ NONE income, assets, or transactions.)No r~wortableA .
D e s c r i p t io n o f A s s e t s . I n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e ~ r t i n g p e r i o d( i n c l u d i n g t r u s t ~ s s e t s ) r e p a r t i n g p e r i o ~ o f r e p o r t i n g p e r i o dP l a c e " I X ) " a f t e r e a c h a s s e t : A m o u n ~ T ~ p c ( c g . . V a l u e Value F v p e ( e . g . , [ Da~e :: Value G z ~ n I d e n t ity < f f
c ~ e m p t f rn m p r i o r d ~ s c ln s u ~ ; Code l d i v . , r e n t . C o d e 2 M e t h o d b u y . s e l l , [ m m , : d d i y y C o d e 2 C o d e I buyerlsell~[ A - H ) 0 r i n t . ) ( J - P ) C o d e 3 ~ e d e m p t i o n ) [ ( I - P ) ( A - H ) ( i f p r i v a t t ( Q .W ) ~ [ t ....... t i c , n )1 8 . In!el Co~ C Dividend M T B uy 4/29/09 L(addt)1 9 . KansasCity Southern None Sold 4/29:09 J20. Wyeth (merged tb~ Pfizer stock and cash) D Dividend Sold 10/16/09 O G2 1 . Pfizer Inc None Spinoff 10/16/09 M(from line 20)2 2 . Sold 12/18/09 M D
2 3 . Zimmer Holdings None N T2 4 . 3M Company [1 Dividend L T B uy 10/29/09 L2 5 . Century Properties V [P 1 3 Rent K W2 6 . Century Properties VI LP None Sold 1~29/09 K2 7 . Century Properties X LP D Rent M W2 8 . Century Properties X I LP D Rent M W2 9 . Century Properties XII LP A Renl L W3 0 . Century Properties X1V LP B Rent L W31 . Century Properlies XV LP A Ren t M W
3 2 . Century Properties XVI LF A R e n t M W3 3 . Century Properlies XVIII LP A R e n t L W B uy 1 1 2 ~ . ! 0 9 L3 4 . 1900 Fed L Tax Credit Parlners A Interest J W
1 3 3 ) N
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FINANCIAL DISCLOSUR E REPORT N .... [ Person R e p o r t i n gPage 6 of 43 Stamp (Jr& Frederick P. 05/14/2010
VII. IN VESTMEN TS and T RUSTS -- i ........ ~ , , e . t ......lons (Includes those of sp ....... d dependent c hi ldrrn; s ee pp. J4.60 of f i l ing ins truc t ions . )[--] N O N E (No reportable income, assets, or transactions.)
A. " .......... : - 1 3 . C. : D.Description of Assets Income dur ing Gross value at end Transactions during rep~rling period
(includ ing trust assets) reporting period ,!if reporting periodi -Place "(X)" after each a~set !Amount Type (e.g., Value Value lype (e .g . . Date ~ Value [ Gain t Identity ofi C~de I , mm /dd!yv I C, ,~e 2 Code I | buyer/sellerexempt from prior d isclosure I div., rent, Code 2 Mcll~od buv, sell, .(A-H) or int.) ( J -P) Code 3 rcdumpti~m) I (J-P) (A-It) (if private( Q-W ) !l A . . . . . . . .. . . . . . . . .. . . . . transacti~:n)35. Beckley WV Park Rev 5.5% due 6/15/2010 B In te re st S old 6/15/09 J
(part)36 . Sold 11/2/09 J
3 7 . WV St B ldg Comm Lotto 5.25% due C Intcrcst L T7 1 1 1 2 0 1 03 8 . Raleigh Cnty WV B ldg Comm 3.6% due B Interest L T12/1/103 9 . Parkersburg WV W aterworks & SW 3.2% B Interest Matured 8 ! 3 ! 0 9 Kd u e 8 ! 1 / 1 1 94 0 . W% ST RD 4.25% Due 6/1/10 B Interest K T4 1 . WV E con Dev 4.15% Due 7/15/11 B Interest K T4 2 . WV Econ Dev 4.7% Du e 1 I/1/12 B Inlcrest K T4 3 . WV St llsg 4.9% due 11/1/14 C Interest L T
44 , MFS WV Muni Bond Fund E In lcrest O T B u y 5/8/09 M(addl)45. B u y 9/11/09 M(addl)46. B u y 10/29/09 M
(addl)47 . B uy 12/18/09 M
(addJ )48. FIILM 2.75% due 4/28/14 C Interes t L T B u y 4/29/09 L
49 . FHLM 3% duc 4/I/11 B In lerest S o ld 4/1/09 L A
i 5 1 1 . FNMA 3.2% due 4/27/15 C Interest L T B uy 4/29/09 M5 1 . FNMA 4% due 10/10/12 C I n t e r e s t Sold 4/13/09 L A
1:3 -$L~;.0(~),0QI - $50,f100.(~10 P4
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FINANCIAL DISCLOS URE R EPORT N ..... [P ..... R e p o r l i n g I D a l e o f R e p ~ , r tPage 7 o f 43 Stamp (Jr .), Frederick PI
05/14/2010
V I I . I N V E S T M E N T S a n d TRU STS .. ~ ......... . a ~ u , . ~ ...... , i o n s a ~ c t , ,d e , a , o . ~ o ~ , ~ . . . .. . . d ~ p ~ , ,t ~ i ~ , ~ : a ~ ~ , . ~ 0 o ~ i ~ ~ , , io ~ . ~ . ~NONE (No reportable income, assets, or transactions.)
D e s c r i p t i o n o f A s s e t s , I n c o m e d u ~ i n g [ G r ~ , s s v a l u e a ~ ~ d ~ T r a n s a c l i o ~ s d u r i n g r e p o r t i n g p e r i o d( i ~ d u d i n g t r u ~ l ~ s s e l s ) ~ r e ~ o r ~ i a g p e r i o d ~ o r r e p o r ti n g p e r i o d :
P l a c e " ( N ~ " a f t e r e a c h a s s e l A m ~ , u ~ n T y p e ( e . g . , V a l u e Value T y p e ( e . g . , I Da~e ~ Value ; Ga n I d e n l i iy o iC o d e 1 d i v . . r e n L ~ C o d e 2 [ M e ~ h o d ~ b ~ y . s e i l , mmidd:yy C~de 2 [ Code I b u y c r , . ~ c l l e re x c m p l f l o r a p r io r d i ~ l o s u r e :( A - ~ ) o ~ i n L ) ] (J-P) , C o d e 3 : r e d e m p t i o n ) ~ O-P) (A-II) ( i f p r i v a t e( O W ~5 2 . FIILB 3.75% due 4/3/13 C I n t e r e s t Sold 4/3/09 L A5 3 . American Cenlury Vista None M T B gy 4/29/09 M
5 4 . T Rowe Price New H orizons A Dividend M T B uy 4/29/09 M
55. Prime Fund Capital Reserves "C" A Interest N T
5 6 . Prime Fnnd Capital Reserves "B" A Interest Merged 4 ; 3 0 / 0 9(wilh line 55)5 7 . Air Products & Chemicals Inc D Dividend O T5 8 . Allergan lnc A Dividend M T5 9 . Amercn Corp A Dividend Sold 4 / 2 9 / 0 ~ , ~ L6 0 . Apple Computer Inc None M T ( a d d l ) B n Y 4 . ! 2 9 / 0 q L6 1 . Automatic Data Processir.g Inc B Dividend ( x s i th M e r g e d l in e 2 ) 4/29/09 M6 2 . CR Bard Inc B Dividend M T B uy 1 0 ! 2 9 , " 0 9 L(addl)6 3 . Caterpillar C Di;idcnd M T B uy 1 0 / 2 9 , ~ 0 9 L(addl)6 3 - Walt Disncy Co B Divid~d M T6 5 . Exxon Ivlobil Corp A Dividend Merged 4 , ; 3 0 . , " 1 ) 9 M(with line 1,1) I
6 6 . General Electric Co C Dividend Merged 4/30/09 L(with line 15)6 7 . Genzyme Corp None Sold 3 / 2 7 / 0 9 L
6 8 . llome Depot D Dividend N T
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FINANCIAL DISCLOS URE REPOR T N a m e o f P e r s o n R e p o r t in g D a t e o f R e p o r tPage 8 of 43
[ Stamp (Jr j , F reder ick P.05/14/2010
VII. I N V E S T M E N T S a n d T R U S T S . -N O N E (No reportable htcome, a~ets, or transactions.)
D e s c r i p t io n o f A s s e t s ~ I n c o m e d u r in g G r o s s v a l u e( i n c l u d i n g l m s t ~ s c ~ s ) r e p o r l i n g p e r i o d[ ( i ~ u n t ....vp + , A m ~P l a c e " ( X ) " a f t e r e a c h a s s e i ~e x e m p l f r o m p r i o r d is c l o s u r e i C o c I , div.. ~enL C o d e 2 M e th o d b u y , s e l l , "" (J-P) ~ (A-ll)A H ) t r a n s a c t i o n )
6 9 . lshares MSCI EMU Index Fund B Dividend Sold 4/29/~9 K7 0 . lshares lnc MSCI Pacific EX Japan Index B Dividend Sold 4 . ~ 2 9 . ; I ) 9 M
71 . Ishares Ind MSCI Japan Index Fund A Di v i d en d S old 4/29/09 K
7 2 . lsharesTR Fuvure Issues China C Dividend N T7 3 . Tshares-TR MSCI Emerging Market Index B Dividend M TFund7 4 . IsharesTr S&P Latin America 40 A Dividend K T7 5 . Microsoft D Dividend N T7 6 . h , I c ~ . ~ d y s C o r p o r a t in n A Dividend Sold 4/29i09 L D7 7 . NYSE Euronext C Dividend L T7 8 . Paychex Inc C Dividend M T7 9. Pe pmc o D Dividend N T
8 0 . Pet Smart Inc A Dividend Sold 4 / 2 9 . , 0 9 [.8 1 . Pinnacle West Cap CP C Dividend L T8 2 . Potash Corp Sask Inc A Dividend M T$ 3 . Proctor & Gamble Co. D Dividend M T8 4 . Roper Industries In
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F IN A N C I A L D IS C L O S U R E R E P O R T .~ .... f Pt. .... R e p o r t i n g D a t e o f R e l m r lPage 9 of 43 Stamp (. |r.), Frederick P. 05/14/2010
VII. INVESTMENTS and TRU STS - ~ ....... a~.e. t ......ions (Itltludes those of sp . . . . . . and depen dent c hi ldret l ; s ee pp. 34~0 of f i l ing ins l~c l ions . )~ N O N E (No rcl~ortahle income, asset& or transactions.)............. ~. " ................. ?- ~. L ~ " o. " ..........
D~rip l io~ of As~Is [ Income dur ing Gross valu~ al end 1 iansactions during tep~ming period.... ..... [ 6 ; ............. ~ -o) (2) m ~ < 2 ) ~ . . . . (~; " 7~)~ ~ --Placc"(X)" after each asset Amou n t , Type (e.g . , ~alue Value ~ Type (e.g . , Dale . Value : Gain Identity~f
exempt from pr ior di sc losure Code 1 [ div., reel. Code 2 : Method buy. sell, Immldd.:vy Code 2 Code I buyer/seller[ [ (A-It) Glint.) ( J -P) Cod 3 ~ rede~mption) t " ~ (J-P) [ (A-It) ( i fpr i~al .] ~ ~ (Q - W) ~ :. transactien)
~ $6. Varian Med Sys [nc N o n e N T
8 7 . VISA tnc Corn A Dividend Sold , 1 , ; 2 9 / 1 0 L8 8 . Walgreen Company B Dividend L T$ 9 . Yum Brands Inc Corn I -) Dividend M T9 0 . Chase Bank accounts A Interest M W
i 91, WcsBanco Bank Accounts A lntcres t K T
92 . FT Henry Club Stock N o n e J T
, 93. General Mills A Dividend J W
94. WesBanco A Dividend J T
I gs. 1 B Ren t N W! 96. Riverview Assoc. C Re n t K W
97 . IRA #1 (Security National) E Dividend Pl T
98 . Assets of IRA #1 listed as aggregatea moun t :99 . Federated Prime Obligations Fund
100. Au rg en
10l . Af fi li a led Compute r
1 0 2 . Bank ofNY Mellmt
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FINANCIAL DISCLOSURE REPORT Name of Person Report ing Dale of ReportPage 10 of 4 3 s~a.~p (.Ir.h F r e d e r i c k P . 05/14/2010
V I I . I N V E S T M E N T S a n d T R U S T S . . i . . . . . . . . . atu~, t ....... t i~ n s ( l n c ~ u d e s t h ~ . e ~ f s p ~ u . ~ e a n d d e p e n d e n t c h i l d r ~ n ; s e ~ p p . 3 4 - 6 ~ ~ f ~ l i n g i n s t~ u c t i~ r t s .)NONE (No reportable income, assets, or transactions.)
Dcscriplion of Assets ~ Income do~i~g I Gross va~ue ~t end "lransacti~ms during re~ltlng permd( incl~d ing trot a~ets) I reporting period [ ,,f ,eporling pc6,,d [Identity ofPlace "(X)" afler each asset I Amount Type (e . g , / Vat,re Value Type (e.~. , Date . Value Gainexempt from pr ior di sc losure ~ Code 1 div., rent. ] Code 2 Method buy, sell. mmidd/vy Code 2 Code I buyetiseller(A-tt) or int.) (J-P~ Code 3 redemption) *~( J -P) (A-tt) (if private, i (Q-W) ~ t ransac t ion)
1 0 3 . Colgate Palmol ive
~0 4. IBMtl05. IntdCorp
1()6. Johnson & Johnson
1 ~ ) 7 . BlIP Billiton LTD
1 0 8 . Cisco Systems1 0 9 , Computer Sciences1 I 0 . Dominion Resources lnc
111. llome Depot lnc
112. Procler & Gamble Company
113. Peps ico lnc
114. Ques t Diagnos t ics
] 1 5 . General Electric Co.1 1 6 . Kimberly Clark Corp1 1 7 . Medtronic Inc Sold 9 / 1 6 , / 0 9 K1 1 8 . Microsoft
1 1 9 . Omnicom Group
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FINANCIAL DISCLOSURE REPORT N .... f P .....Reporting ] Date of ReportPage 11 of 43 Stamp (Jr.), Frederick p.[
05/14/2010
VII. INVESTMENT S and TRUSTS .. i ........ ~uo, tr .....ions (Includes those of sp ...... d dependent children; see pp. 34.60 of filing instructions.)~ N O N E (No reportable income, assets, or transactions.)........... ~ ...... ~ . c . ....
D~scri~ion o f A s s s ~ l n c o~ du r ing Gross value a l e n d(including Irus~ asgels) [ reporting perked o f repon~g period~t;---~fi---- ~i~ ~--+ iO + ~ :% ~ ~ ~ 6;-Value I V+,lue + Type (e.g . , : Date + Value [ Gain " Identity ofPlace "(X)" after each asset A~ount Type (e . g ,~ Code 1 Code 2 " Method [ buy, sell, mmidd/~ Code 2 : Code I buyer,"selle~exempt from pr ior di sc losure [ (A - Hi div., renl,orim.) ( J -P) Cod e3 ~ rede~pl icm) + ] (J-P) ~(A-I[) [ (irprivate12U, Schlumberger Ltd
121. AT&T
1 2 2 . Exxon Mobil Corp1 2 3 . lhermo Fisher1 2 4 . EMC Corporation
1 2 5 . United Technologies
1 2 6 . Veriztm B uy 9/16/09 K127. Walt Disney Co
I28 . Trust #2 (Security National) G Dividend P2 T129. Assets of Trust #2 listed as aggregate
130. Federated Tax Free Obligations
131. BB&T WV Intermediate Tax Free Fund B uy 9/14/09 M
132. Computer Sciences
1 3 3 . Caterpillar Inc B ay 9/16/09 L1 3 4 . CR Bard B uy 9 1 1 6 / ~ 1 9 L
1 3 5 . [ntel Corp
1 3 6 . IB M
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F IN A N C I A L D IS C L O S U R E R E P O R T Name of Person Reporting ] Date of ReportPage 12 of 43 Stamp (Jr.), Frederick P"!
05/14f2010
V II. INV ESTM ENTS and TRUSTS .-i ........ t . e , tr ......t ions l lnludes those of spou.se and dependent children; see pp. 34-60 of f i l ing i~struclions.)[ N O N E (No reportable income, assets; or transactions.)....................................... .................... ~ B I A . c. : D.
Description of Assets Intome dur ing G,o~s value a~ end ! Transactions during repc~rting period(including Irusl assets) i repo~tin~ period of rept~rting period .0) 12) ~i) : (,_) i t~ (~-~ O) (4)Place "(X)" after each asset A m oun t i Type (e.g . , Value [ Value Type (e.g . . Dale : Value . Gain Identity
e~empt from pr ior di sc losure ~ Cod e I I tliv., rent Code 2 ! Method buy se l l r n m / d d . , y y C t l d e 2 Code 1 buyer/seltcr[ L-\ -H) or int.) ( J -P) I Code 3 redemption) i (JP) (A-II) (if private.............................. .....................
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[Namcf Person Reporting Date of Repot1FINANCIAL D I S C L O S U R E R E P O R T[ s t ~ p t j r . ) , V r e , ~ ,~ c k P .Page 13 of 43 05114!2010
VII. INVESTMENTS and TRUSTS - . i . . . . . . . , a t u , , t .......ions (Inch,des those qsp ...... a dependen, o, itar..; ~ , p , . ~ 4 . 6 o o ~ ti, ,g~ N O N E ( N o reportable inconte, assets, or transactions.)C. .............. o; ............
Descriplion of Assets lnct~me during Grt~s ~alu at end [ Tr~lsact~on~ during reporting per~dinc luding t rus t . . . . ,st ,ep,,rting period . t,~ re~orti~ p~r}o~ ~ .................0) . ~2) (0 ~ (2) ~ (0 (z) " (3) ~)Flac "(X)" M!cr each asscl . A m t ~ u n ~ ~ T)pe (e .g . . Value Value ~ Type (e.g . , [ Date Vatue Gain Identity ufexempt [mm prior d isclosure ~ Code 1 [ div.. rein, Cude 2 Me~hod ~ buy. sell, n m:dd/yy ~ Code 2 [ Code I buyertseller(A-H) or i~t.) (J-F) , Code 3 [ redemption) [ (J-P) ~ {A-H) (i[ prival.........................
154. Chevron Corp
1 5 5 . Cisco Systems
1 5 6 . W alt Disney C o157. Wcyerhaeuscr Company
1 5 8 . Target B uy 9i16/09 L1 5 9 . Thermo Fisher
1 6 0 . Altria Group lnc
1 6 1 . Union Pacilic Corp
1 6 2 . United Technologies Corp
1 6 3 . Verizon Communications1 6 4 . Abbott Labs165. Air Products & Chemicals
1 6 6 . AT&T
1 6 7 . BHP Billiton LTD
1 6 8 . Exxon Mobil Corp1 6 9 . General Mills Inc.
1 7 0 . G r a i ng e r W W I n c
P 3 = $ 2 5 . ~ 3 0 . 1 ~ ) 1 - $ 5 6 . ~ ) 0 . t ~ t l . t F4 ~ M o t e than
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Name of P erson Reporting Date of ReportP a g eF I N A N C I A L 1 4 o f 4 3 D I S C L O S U R E R E P O R T Stamp l Jr.), F r e d e r i c k P . 1 1 5 / 1 4 / 2 0 1 0
V II. INV ESTMENTS and TRUSTS .. i ........ " a t . e , , . . . . . , io , . r ( Inc ludes t ! . . . . of sp .......d dependent c hi ldren; s ee pp. 34~0 of f i l ing ins t~c t ions . )~ N O N E (N o reportable income, assets, or transactions.)............. ~- . . . . . . u.- - c. " ...........
{iacludi,g trust assets) . reporting period of r~porling period ............ . ..Pl~ce "(X)" after each a~et ~ouni Type (e g . , l Vmlue Value Type (e.g . , , Dale Value Gain Idenlily
exempt tmm prior d isclosure ~ Code i di~., r~nl, Code 2 ~ Mctkod buy, sell, I mm~ dd /yy ~ Code 2 ~ de 1 buyerl~etler: (A-H ) or inl.) (1 P) Code 3 rcdempl i im)i ~ ( Q - W) tsansaclion} ._1 ............ : ..................171. flame Del~t B u y 9/16/09 L
172. Microsoft Carp Cam
1 7 3 . Oracle Carp Cam1 7 , 1 . P h i l i p M o r r i s I n t l I n c
1 7 5 . MBNA Carp Sold 0 1 / 1 1 2 / 0 91 7 6 . CVS1 7 7 . Trust #3 G Dividend Pl T1 7 8 . As,.;els of Trust # 3 listed as aggregate
1 7 9 . 3M
1 8 0 . Aston FDS Tamro Small Cap Fd Cl I B uy 5 / 6 1 0 9 K181. Pepsico
1 8 2 . Philip Morris Inll lnc1 8 3 . Altria GrotJp In c
1 8 4 . Intl Carp
1 8 5 . Eagle MidCap Stock Ct A Sold 5 i 6 / 1 1 9 J
1 8 6 , G e n u in e P a r ts C o .
1 8 7 . Chevron Carp
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Name of Person Reporting Date of ReportPagcFINANCIALI5 of 43 D I S C L O S U R E R E P O R T St.mp (Jr.) , F r e d e r c k P . 0 5 / 1 4 / 2 0 1 0
V I I . I N V E S T M E N T S a n d T R U S T S .. ~ .......... i , ~ , , . . . . . . . . ~ o . ~ a , , c ~ . d . . t o s ~N O N E (No reportable income, assets, or transactions.)
( i n c l u d i n g t r u s t ~ s s e t s ) ~ r e p o r t in g p e r m d o f r e p o r t i n g p c r i u d~ 0~ ~~ ~,~ ...... ~ 2 ~ . . . . . . . . . ~,~ " ~f7 ~-- ~,) ~ .... 5 ~ ) "P l a c e " ( X ) " a f t e r e a c h a s s e t ~ ~ount ; T y p e ( e . g . V a k ~ e i V a l u e Type (e.g,, D a t ee x e m p t l r o m ~ t i o r d is c l o s u re . C o ~ e 1 ] d i v . , r e n t , [ C o d e 2 ~ M e th o d b u y , s e l l , m m / d d iy y [ C o d e 2 C o d e 1 b u y e r / s e l l e r~ (A-Ill ~ o r i n t . ) I ( J - P ) C o d e 3 r e d e m p t i o n ) I ~ (J-P) (A-Ill : ( i f p r i v a t e~ ~ ~ : (o-w) , ,
1 8 8 . Manning & Napier World Oppomunity SetCI A1 8 9 . Marathon Oil Corp
1 9 0 . Wyeth (Merged for Pfizer Stock and Cash) Sold 1 0 / 1 6 / ~ ) 9 N G1 9 1 . Pfizer Inc Spinoff 10/14/09 L{ . f ro n t l i n e 1 9 0 )1 9 2 . Sold 11/4/09 L1 9 3 . Yum Brands1 9 4 . Bristol-Myers Squibb
1 9 5 . C a n a d i a n N a t l R y C o
1 9 6 . Occidental Pete Corp
1 9 7 . Old Mutual A nalytic US LG SIi" Fd1 9 8 . Raytheon Corp
1 9 9 . Visconsin Energy Corp200. Wells F~rgo & Co
201. Entergy Corp New
202. General Electric Company203. tiarttord Mutual Capital Appreciation Fd I B uy 5/8/09 L204. International Business Mach Corp
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Name of Person Rcpo~21ng Date of ReportF I N A N C I A L p a g e 1 6 o f 4 3 D I S C L O S U R E R E P O R T Stamp (Jr .), Frederick P. 0 " ~ / 1 4 ; 2 1 ) 1 0 . ,
VII. INVESTMENTS and TRUSTS -. i ........ , . t . c , t ...... ,io,, (Includes those of sp ...... d dependent children; see pp. 34-60 of filing inst~ctions.)~ NONE income, assets, or transactions.)eportable(including trust asse~s) repotting period tff reporting periled
(2) (i~-[ ....... (~)- " ~i) {z) ~ ~3) (4) (5~e x e m p t h o r n p r i o r d is c l o s u re C o d e 1 d i v . . r e ~ l . Code 2 ~ M e th o d b o y . s e l l . i m~ddiyy . O~de 2 C o d e 1 b u y e r / s e i l e r
i(A H ) o r i n t . ) (J-P) Ct,de3 redemption), ~ ( J - P ) (AH) ( i f p , i v ~ t e
205. ls lmres ~hen A Steerg R lty206. lshares MSCI All CN TRY Asia Ex JP FD2 0 7 . Ishares Tr Ru ssell 2000 Index Fd Sold 5 / 8 / 1 1 9 K208. lshares TR Russell Midcap Index Fd Sold 5/8/09 K B
209. Archer Daniels Midland Sold 5/8/09 K DC p a r l )210. Eagle Ser Mid Cap S tock Fd Class I B uy 5/6/09 L211. BP PLC
212. Exxon Mobil Corp Sold 5/8/09 K E( p a r t )2 1 3 . Johnson&Johnson
214. JPMorgan Depo Sweep Premier2 1 5 . JPMorganTr l l t ighhr idgeSta tMklN atura lSelect2 1 6 . JPMorgan Intrepid America Fd217. 3PMorgaolotemationalValueFd
2 1 8 . JPMorgan Tax Free Money Market PremierSweep219. JPMotgan lntermcdTzxFree B uy 12/16/09 JBond-fmrlyWV Muni Bond Fund Select addl)220. JPMorgan Muni Income Fund B uy 1 1 1 2 . . 0 9 M
221. JPMorgan Iligh Yield B ond Fund
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F IN A N C I A L D IS C L O S U R E R E P O R T N~,.e of P .... R e p o r t i n g [ D a l e o f R e p o r tIage 17 of 43 Stamp (Jr .), Frederick P. 05/14/2010V I I . IN V E S T M E N T S a n d T R U S T S .. i ........ .~u,, t ....... lions (lnclude.~ those of sp ...... d d e p e n d n t c h i l d re n ; s e e p p . J 4 - 6 0 D r i l l in g i n s t r u c t i o n s. )
N O N E (No reportable income, assets, or transactions.)E ........... - ~ .........
( i n c l u d i n g t r u s t a s s s ) i reporting period ! , o f r e D , f li n g p e r i o d ~,P l a c e " { X ) " a f t e r e a c h a s s e t Amuum , T y p e ( e . g . . Value Value T y p e ( e .g . , D ate ~ Value Gum " [ d e m f l y t f f
e x e m p t f ro m p r i o ~ d L s c l o s ~ r e C o d e 1 d i ~ . . l c n l . ( ~ o d c 2 ~ M c ~ h o d b u y , s e l l , m m / d d / y y C o d e 2 ~de 1 ~ b u y e r / s e l l e ~(A-lit o t i m 0 ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P } (A-lit ( i f p r i v a t e~ ~ (Q-W) t r a n~ ac l i o n )
2 2 2 . JPMorgan Tr I Tax Aw are Real Rtn Fd B uy 11 i02 /09 J: . - : " ) ) 3 . Payden l l igh Income Fund B u y . 11/2/09 M
224. Kimbetly Clark Corporation
225. Kraft Foods
226. Fidelity Advisor lligh lnc Adv B uy 12/7/09 J(addIt227. General Mills228. Verizon2 2 9 . tlewlett Packard Co
230. Microsoft Corp Com
231. Cisco Systems232. Coca-Cola
233. C ~ 3 1 g a t e P a lm o l i v e C o
2 3 4 . United Parcel Service lnc C[ B Sold 5 1 8 1 0 9 K
235. Trust #4 (Security National) D Dividend N T236. As~cls of Trust # 4 listed as aggregateamount:237. Federaled Governme nt Obligat ions Fund
238. 3M Co
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Na m e o f Pe r s a n Re po r ti ng Date of R~p or tPageFIN AN CIAL18 of 43 D I S C L O S U R E R E P O R T S t a m p ( J r . ) , F r e d e r i c k P . 0 5 / 1 4 / 2 0 1 0
V II. INVESTM ENTS and TRUSTS .. i . . . . ~ , value , tran .sac t loas ( Inc ludes lhos of ~p . . . . . . . d dependent children; see pp. 34.60 of f!ling instructions.)F--I N O N E (No reportable income, assets, or transactions.)............ A~ .................... ~. ~ ..... C . " ~ ~ ........Description of Assets Income dur ing [ Gross value al end ~ Transactions dur in~ l~mlng ~[ iod
Flace "(X)" af ter ~ach as~t Amounl Type (re.g., ~ alae VMue Type (e.g . , Date Value ~ Gain ]demily ofexempt from pr i~r di sc losure ; Cade 1 i div., renL Ct~de 2 Method buy, sell, mm/dd/yy Carrie 2 ~ Co~e 1 buyer.seller(A-I I ) [ or inl.) (J-P) Code 3 redcmplion) (J-P) : (A-It) ( i fpr i~ateI ( Q-W ) ~ [ transaclion)
239. AT&T B uy 9/I 6i(~9 J
2 4 0 . BPAmoco ADS
2 4 1 . BHP Billiton LTD_4_ . Duke E ne rgy
2 4 3 . Emerson Electric2 4 4 . General Electric
2 4 5 . Abbott Labs246. Computer Sciences
2 4 7 . Colgate Palmolive
248. Conocophil l ips C, . ,m249. IBlvl
250. lntel Corp
2 5 1 . Kimberly Clark Corp2 5 2 . Pepsico
253. Proctor & Gamble
2 5 4 . Quest Diagnostics Sold 7 i 2 / 1 ) 9 J(part)255. Schlumberger
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FINANCIAL DISCLOS URE REPOR T [ N a m e o r P e r s o n R e p o r t i n g Date of ReportPage 19 of 43 I S t a m p ( J r . ) , F r e d e r i c k P . 0 5 / 1 4 / 2 0 1 0VII. INVESTMENTS an d TRUSTS .- i ........ . ~ l . e , t ......i o n s ( I n c l u d e s t h o s e o f . v p . . . . .. . d depend ent c hi ldren: s et P . . 34.60 of f i l ing ins truc t ions . )
N O N E (No reportable income, assets, or transactions.)i Description of Assets ;~ Income alL, ling Gross vah~e ~t end ! Tran.~cti()n:+; during rcl~)rting period (including trusl assets) reporting period ol reportin g period I .i ~~) ( 2 ) (li ~ (2_ j .... ! ( 1 )Place "IX)~ al tct each asscl Amounl Type (e.g . . Vahle i Value Type (e.g . , Date Value Gain : Idcntily ofbuyer/sellerethod [ buy, sell.exempt Irom pr ior di sc losure Code 1 dlv. . rent. Code 2( A -H ) inl.) (J-Pl ( Q-W ) or Cod e3 I redemption)
256, Uni[ed Technologies
2 5 7 . Verizon CommunicationsWalt Disney Co
2 5 9 . Medtronic lnt" Sold 9/11/09 J
2 6 0 . Thcrmo Fisher261. Microsoft
262. Progress Energy lnc
263. IRA #2 (HBW) A In terest J T
I264. Diamonds Trust Ser I A Dividend J T
2 65 . S & P M id c ap 4 (~ 1 A Dividc~d J Ti 266. Powershares QQQ TR Uunit Set A A Dividend J T
2 6 7 . S&P Depository Rec A Dividend J T
268. Prime Fund Capilal Reserves "B" A ln tcresl M T
269. Prime Fund C~piml Reserves "A" A Interes t Merged 4/3 )/( 9 L(wit t t l ine 26S)2 7 1 . 1 . Allergan Inc A Dividend L T
271. Ameren Corp C Dividend Sold 4 / 2 9 / ( ) 9 K
Apple Computer [nc None Merged 4 , r 2 9 / 1 . 1 9 K(with line 3(12)
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N a m e o f P e r s o n R e p o r t in g [ D a t e o f R e p o r tFINANCIAL D I S C L O S U R E R E P O R T] Stamp (Jr.), Frederick P.age 20 of 43 .5 1 1 4 / 2 0 1 0
VII. I N V E S T M E N T S a n d T R U S T S - . i,,co,,,. ,,al,,,. t ....... , i o , . s f t n c l u d e s t h o s e o f s p o u s e a n d d e p , n d e n t c h i ld r e n ; s e e p p . 3 4 . 6 0 o[fili,,g i n s t m a i o n s . )N O N E ( N o reportable income, assets, or transactions.)
D e a f , p it o n o f A s s e t s l u c o m e d u r i n g G r o s s v a l u e a t e n d ,. Ttansuclions during re~rdug period( i n c l u d i n g t r u s t a ~ f f ts ) [ r e po rt i n g p er i o d o f r e po rt i n ~ p er i o d .
(D (~ ) (0 " (2) ~ O) (2) ~3) (4) (5 )l P l a c e " ( X ) " M I t t e a ch a s s e t ~ A m o u n t T y p e ( e . g . , Value Val ue ~i T y p e { e . g . . D a l e VMue Gain I d e n t i t y o fI e x e m p t f r o m p r i o r d i sc l o s u re C o d e I d i v . . r e n t . C o d e 2 [. M e t h o d b u y . s e l l , m m /d d , y y ; C o d e 2 ~ . C o d e 1 b u y f f s e l l e r ~ ( A - H ) o r i n t . } ( J - P ) ~ C o d e 3 ~ r e d e m p t i o n ) (JP) i (A-H) ( i f p r i v a t e( O - W ) ~ t t r a n s a c t i o n )
273. Caterpillar C Divideed L T B uy t 0 / 2 9 / 0 9 ~ K(addt)274. C o a c l ~ I n c B Dividend M T
275. Coca Cola lnc A Dividend J T B uy 1 ... . 0 9 ! J2 7 6 . Exxon Mobil Corp D Dividend N T
2 7 7 . General Elcctrlc C Dividend Merged 4 . ; 2 7 , 0 9 L(with line 315)278. Home Depot C Dividend L T
2 7 9 . Ishares MSCI EMU Index Fund A Dividend Sold 4~9/09 L
! 2 8 0 . lshares lnd MSCI Japan Index A Dividend Sold 4 / 2 9 , : 0 9 J281. lshares Tr FTSE X in Hun China A Dividend L T
2 8 2 . IShares TR MSCI Emerging Mkt A Dividend K T283. Ishares Tr S&P Latin Am er 40 A Dividend K T
I 2 8 4 . Microsoft Corp. C Dividend M T2 8 5 , Moodys Corp None Sold 0~/29;09 K D
2 8 6 . Paychex A I)ivldcnd Sold ~ 4 2 9 . 0 9 K2 8 7 . Pepsico D Dividend I v l T288. Pet Smart lnc A Dividend Sold 4!29/09 K2 8 9 . Pinnacle West Capital Corp B Dividend K T
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F IN A N C I A L D IS C L O S U R E R E P O R T l~ m e p e p . . . . . a 0 p o , ~ i n g D ~ , , o t R e p o ~ tPage 21 of 43[ S t a m p ( J r . ) , F reder ick P.
05/14/2010
V I I. I N V E S T M E N T S an d T R U S T S -. i ....... , ~ t . ~ , , . . . .. , io . ~ (Inch,des those of sp ......d dependent children; see p p . 3 4 - 6 0 of f i l ing instruction. , . )~ N O N E (No reportable income, assets, or transaction.).................. ~ ....... ~ c. - ......... ~ .............. ] G r o ~ ~ . a l u e a te s c r i p t i o ~ o f A s s e l s ~ I n c o m e d ~ r i n g T r a n x a c d m ~ s d u ~ i n g r e p o r t i n g p e r lt ~ d( i n c lu d i n g t m s l a s s l ~ ) r e p or t i n g p e ri o d o f r e p o rt n g p er o d
P l a c e " ( X ) " a f t e r e a c h a s s e t A n o u n T y p e ( e .g , Value V a l u e T y p e ( e .g . , Date Value ~ Gain I d e m i t y o f~ x e m p l ~ r o m p r i o r d i ~ l o s u re ~ C o d e 1 d i ~ . , r e n t , C o d e 2 ~ Melhod : b u y . s e l l . Imm/dd/yy ~ Crude 2 Code I b u y e ~ i s e l l e ~ (A-II) : o r i n t . } 0 - 1 1 { C o d e 3 ~ r e d e m p t i m ~ ) ( J - P } : (A-lit { i f p r i v a t e
~ 2 9 0 . Potash Corp Sask lnc ] A Dividend L T . 2 9 1 . Varian Med Svc Inc None M T~ 2 9 2 . VISA Inc Corn A Dividend Sold 4 i 2 9 / ( ~ 9 L293. Walgreen Co A Dividend K T294. Wy,:th(merger for Pfizer stock and cash) A Dividend Sold 1 0 / 1 6 , 0 9 K E295. Pfizer Inc. Spinoff 10/16/09 K(from line 294)296. Sold : 1 ~18/09 K A297. Yum Brands Inc Corn B Dividend L T298. Zimmer ltoldings None K T
299. 3M Company B Dividend L T B uy 10/19/09 L3 0 0 . Alcoa A Dividend M T B uy 1 0 1 2 9 / 0 9 K301. B uy 12/18/09 K(addIt302. Apple Computer Inc None N T303. JP Morgan Chase & Co A Dividend L T
! 3 0 4 . Bard CR lnc A Dividend L T B uy 10/29/09 L305. Barnes & N oble Inc B Dividend K T
306. Bristol Myers Squibb E Dividend N T
P3 =$~S,{]ffl,I~il . $50.i)f.iJ.~ P4 =M~re than
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Iam e o f P e r s o n R e p o r t i n g D a t e o f R e p o r tFIN AN C IA L D IS C L OS U R E R E PO R TPage 22 of 43 0 5 1 1 4 / ~ 0 1 0V ll . INVESTM ENTS and TRUSTS --~ .... ,. v a l u e , t r a n s a c t i o n s ( I n c l u d e r t h o s e o f s p o u s e a n d d e p e n d e n t c h i l d r e n ; s e e p p . 3 4 - 6 0 o f f i l i n g i n s t r u c t i o n s . )1-~ NONE (No rtTortable i ncont e , assets, or transactions.)....... A. - - ~ . - - ~ C .
D e s c r i p t io n o f A s s e t s ~ I n c o m e d u r i n g G ro s s ~ a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d0 n c l u d i n g I r u s l a s s e t s ) ; r e p o r t i n g p e r i o d of repoaing period P l a c e
e x e m p t f r o m p r i o r d i sc l o s u re ~dc I ~ div rent C o d e 2 M e t h o d buy,~ll. ~ m m ~ d d / y y ~ C o d e 2 C o d e I b u y e r / s e l l e r( A . I t ) o r i n t . ) ( J - P ) C t , a 3 r e d e m p t i c m ) ~ ~ ( J -P ) ( A - I t ) ( i f p r i v a t e. ( O - W ) transition)
3 0 7 . Chubb Corp C Dividcnd L T308. Colgate Palmolive Co D Dividend O T309. Conocophillips C Dividend M T B uy 1 @ 2 9 ; 0 9 L310. B uy 1 2 / 1 8 , ( 1 9 L(addl)311. EMC Corp None L T B uy 10/29/09 K
312. B uy 12/18;09 L(addl)313. Franklin Resources A Dividend Sold 4!29/09 L
314. Genentech None SoM 4/24/09 L E
3 1 5 . General Electric C Dividend M T
316. Genuine Parts Co None Sold 4/29/09 L3 1 7 . Google lnc None M T
318. HBW [nc None N W3 1 9 . Occidental Petroleum Corp C Dividend M T320. IngersollRand Co A Dividend M T
321. lntel Corp t1 Dividend L T B uy 4/29/tl9 L
3 2 2 . Panera Bread Co CI A None M T
3 2 3 . Starbucks None M T
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Name of Person Reporting D a t e o f R e p o r tF I N A N C I A L p a g e 2 3 o f 4 3 D I S C L O S U R E R E P O R T Starap (Jr.) , F r e d e r i c k P . I ) 5 / 1 4 / 2 0 1 I I
~ NONE i n c o m e , or transactions.)N o reporlable assets,A.
D e , ~ c r i p t i o n t : , I A s s e t ~ I n c o m e d u r in g G r o s s ~ , a t u e t i t e n d i T i a n s a c t i o n s d u r i n g r c p o r t i r l g p e r i o d( i n c l u d i n g l r u s t a s s e t s ) i r e p n r t i n g p e r i o d o f r e p o r t i n g p e r i o dP l a c e " ( X ) " a f t e r e a c h a s . , e t i A m o u n t T)pe leg., V a l u e V . ; l u e
e x e m p t ~ r n m p r i o r d i s c l o s u r e C o d e I . d i v . , r e n t , C , o d e 2 M e t h o d i btlv.sell ; ~ m l d d / y y C o d e 2 C o d e I b u y e i , s e l l e r( A - t l ) o r J e l l . ) tJP) C o d e 3 ! r e d e m p t i o n ) ( J - P ) ( A - t l ) ( i f p r i v a t e( Q -W ) t r a n s a c t i o n )
324. Target Corp " B Dividend L T B uy 6/3/09 L(addl)325. Sold 4/29/09 L(part)326. Tiffany & Company A Dividend Sold 4 1 2 9 K I 9 J3 2 7 . We s b ~ nc o E Dividend O T
328. Whole Foods Market Inc None M T
329. Wyeth (merge d for Pfizer stock and cash) D Dividend Sold 10/16/09 N G
330. Pfizer lnc B Dividend Spinoff 1 0 / 1 6 1 0 9 M(from line 329)331. Sold 1 2 / 1 8 ; 0 9 M D
332. MFS \VV Muni Bond Fd E Interest O T B uy 5/8/09 M(addl)333. B uy 9 / 1 1 . , f 1 9 M(addl)334. I ~ , u y I t . l , q 9 / 0 9 M(addl)335. B uy I2/18/09 L(addE)336. Beckley WV Parking Roy 5.5% due 1 3 I n t e r e s t Matured t ) 6 / 1 6 ~ 0 9 J6 1 1 5 1 2 1 J 1 tl (part)337. Sold 11/2/09 K338. Monongalia Co. W V 5.95% due 4ili21)13 B lmcrest K Tcallable 4/1/2003339. \VV Infrastruct 1996 Set B 5.7% due B I n t e r e s t K T
11/1/20103411. Raleigh Cnty 3.6% due 12!1/10 A Interest K T
P3 = $25,000,001 - $50,O00,t)Of! P4 :Mete than
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FINANCIAL D I S C L O S U R E R E P O R T N .... f P .... Rel~rting 1 Date of R~-porlPage 24 of 43 Stamp (Jr .), Frederick P" I 05/14/2010
V I I . I N V E S T M E N T S a n d T R U S T S .. i ........ lue, t . . . . . . . tion.v flncludes tho.w of sp ....... d depend,hi children; see pp. 34~0 of ~ling inst,,ions.)~ N O N E inc ome, asse t s , or t ransac t ions . )eportable
A . B . C. ~ ........... ~. - ................D e s c r i p l io n o f A s s e t s [ n c n m e d u r in g G r o s s ~ a l u e a t e ~ d Transaclions during re~ting ~riod{including Irust a~ts) r e p n r l in g p e r i o d o f r c p ~ t i n g p e r i o d
P l a c e " ( X ) " a f l e r e a c h a ~ s e t Amount r T y p e ( e .g . , V a l u e ~ Value[ : C o d e 1 d i v . , r e n t , C o d e ~ M et h o d " buy. so . ~ m m / d d . y y C o d e _ C ~ d c 1 b u y e r / s c l l e ~f r o m p r i o r disck~ure (A-~) or inl.~ (J-P) [ Coco 3 ~ redemption) [ (J-P) (A-H) p r i v a t e~ ~ ( Q - W ) I r a t ~ s a c l i o n )................................ L-- ~ .............. 2 : ......................
341. W V St Bldg Com m ~tto 5.25% due C Interest L T7il/2010342. WV ST Rd 4.25% due 6/1{10 B Intercsl K T343. WV Econ Dev 4.15~ff due I 1/15.;11 B Interest K T344. WV Econ Dev 4.7% du e 11/Iil2 B Interest K T345. WV ST ttsg 4.9% du e 1111114 B Interest K T346. Parkersburg WV W aterworks 3.2% due B Interest Matured 8 , 3 / 0 9 K8il/09347. Parkersburg W V W aterworks 3.9% due B Interest L T9 1 1 / 2 0 1 2348. FHLM 3% duc 4/1/11 B Interest Sold 4/I/09 L A
349. FIqLI,I 2.75% due 4i28/14 B Interest L T t ~ . o y 4 / 2 9 1 0 9 I.
3 5 1 1 . FNMA 4% d ue 10/10112 t3 Interest Sold 4/133!9 L A
351. FNMA 3.2% due 4/27/15 B Interest L T I . ; u ) t N . 2 9 . 0 ~ M
! 3 5 2 . FItLB 3.75% due 4/3/13 C I n t e r e s t Sold 0 4 / 0 3 / ( 1 9 L A 353. American Century Vista None M T B uy 4 / 2 9 / t ) 9 M
354. T Rowe Price New H orizons A A Dividend M T B u ~ . 4i2909 M
I55. T n ~ s t # 5 D Dividend N T356. Assels of Trust #5 listed as aggregate
amount above:357. Federated Money Markel US Treasury CashReserves
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FINANCIAL DISCLOS URE REPOR T [ N a m e of P ..... Reporting [ D ate of ReportPage 25 of 43V I I . IN V E S T M E N T S a n d T R U S T S .- i . . . . . . . . , , , ~ , , e , , .......ions (lnclud,s Ihose of sp ........ d dependent children; see pp. 34-60 of filing instructions.)1-~ N O N E (No reportable income, assets, or transactions.)............ A~-- ................ ~3. c. " " i ...................... ~ ............
l~scfipfion of AsseLs ~cume dur ing Gr~s~ ~alue al end T ransactiotls during reporting period( n ud ng rust assels) reporting perked oi rept,ti~g p~rit~d~i~~ (2) (~ ~23 O) ~2) (3) ~ ~4 ~ ( 5 )
Place "(X)" after each assel , Amoum ~ "1 ype (e.g., Valueexempt from pr ior di sc losure C ode I [ div., rent, Code 2 Method buy, sell, mmidd/yy : Code 2 Code 1 Ouyer/setIcr(A-l!) or inl) (J-V) ~ Code 3 [ re~emplion] ~ ( J -P) ~ (A-H} (if private~ ( O-W ) : t .......on)
358. A&T
359. Amgen360. BP PLC
3 61. C 7 , ;S C or p
362. Caterpillar
363. Ciscu Systems
364. Conoco Phillips365, Ensco Intl
366. General Electric
367, tloneyv,ell368. Jacobs Engineering
369. Kinder Morgan Energy370. Kohls
3 71. M cD on ald s
372. Mcdtronic Inc Sold 6 / 3 1 0 9 J
373. Microsoft
374. Oracle Systems
P 3 = 5 Z 5 . 0 0 3 .0 0 1 - $ 5 1 1 . 0 t ~ 3 ,1 " ~ 1 { 1 P4 =M,lrc th~n
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Name of Person Reporting [ Date of ReportFINANCIAL DISCLOSURE REPORT s t a ~ . p o r . ) , F , ~ , l e r i c k P .age 26 of 43 [ o 5 / 1 4 a 0 m
VII. INVES TM ENTS and TRUSTS -. i ......... t.., , ...... ,i,,os (Inch,des tho~e 4ap ...... d dependen t c hiMrtn; s ee pp. 34-$0 q f i l ing ins truc t ions . )~ N O N E ( N o reportable incotne, assets, or transactions.)
................. a.-- ............ ~7 ...... E - ~ .......... ~7 ..........Descr ipt itm of As~ls { [ncom~ during Gm~ value at end [ Transaelions during rep~rling period(including tmsl assets) i re~ling period o[ reporling p~riod
Place "(X)" after each ass l ~ Amo ~ ~ "1"~ (e g., Value [ Value I}pc (cg., Date Value Gain ]dentil) ofexempt from pr ior di sc losure C ode I } div., ten{, C~d 2 ~ Method buy. sell. m m ! dd yv Code 2 Code I buyeriselle~ {[ (AdO ~ t~r int.) ( J -P) C~)de 3 redemptKm) {J-I) (A-H) (if privagi ~ ( { 3 - X ~ ) mmsacl ionJ ~............................. * ......... ~ .................. . __
375. Proctor & Gamble
376. Tcva Pharmaceutical B ay 6/3/09 J
377. Toronlo Dominion Bank B uy 6/3/09 J
378. Wells Fargo
379. WesMark Bond Fund # 556
380. Trust #6 F Di v i d en d PI T
3 8 1 . Assets Of Trust #6 l isted as agg regate
382. Federated Money Market US TreasuryRescrve~3 8 3 . AT&T B uy 06/03/09 K(addIt384. Aragon385. Apa c lm
3 8 6 . Apple Computer3 8 7 . BP PLC
3 8 8 . Bristol Myers Squibb389. C VS B uy 6 / 3 t 0 9 K390. Caterpi l la r
3 9 1 . Cisco Systems
I 3 = $ 2 5 , { ) 0 0 , ~ 1 1 - $ 5 ( I , 0 0 0 , [ X ) O P 4 = b t o r e t h a n
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Name ol" Person Reporting ] Date of ReportF I N A N C I A L p a g e 28 o f 4 3 D I S C L O S U R E R E P O R T st,,,p (Jr.), F r e d e r i c k p. [ 0 5 1 1 4 / 2 0 1 0VII. I N V E S T M E N T S a n d T R U S T S -- ineo ...... h , , , t .....Ctkms Clnc ludrs thos e of s p ...... d dependent ehildr,n; see pp. 34-60 of filing instructions.)
N O N E (No reportable income, assets, or transactions.)
Description of Asscls l Income dar ing Gross value at end T~ansactiuns during repo~ling ~fiod(including trust assets) [ trporting period o[ reporting period ~Plac"(X)" afi~t each asset A m t~ um . Typc (c.g . , ] Value VMue Typ~ (~., [ Dale Value Gain Idenlily ofCod e I div real ] Code 2 i Melhod buy.~ll, mm/dd/yy ~ Code 2 ~ Code I
buyeHseHerexempl from pr ior di sc losure ~ (A-tl) ~ or"im) (J-p) ! C,)de3 redemplion) ( J - P ) (All) (if private~ ~ ( O-W ) i t~ansacfion)
409. Mcl)onalds
410. Medtronic lnc Sold 6/3/09 J
411, Nucor Corp B uy 6 / 3 1 0 9 K
412. VanguatdEmergingVlP413, WcsMark Bond Fund # 556
414. Wyeth (Merged for Pfizer stock and cash) Sold I0/15/g9 N G
415. Pfizer Inc Spinoff 10/15/09 M(from line 414)416. XTO Energy
417. lngcrsolRand
418. Wcalherfordlntl419. Tarsi #7 G Dividend P2 T
420. Assets of Trust #7 l is~ed as aggregatear~otl r l t above:421. Wesmark WV Mtmi Bd Fnd #548 ]3uy 1 ;6/)9 N(addl)422. P , u y 9/22/09 L(addl)423. B uy 11/05/(19 M(addl)424. Sold 5/13/)9 K(parl)425. Wesmark Small Co Growth Fd #391 Sold 12/08/09 L(parl)
P 3 = $ 2 5 . o t ~ 1 . 0 0 1 - s s f l . o 0 (k r ~ ) o |q :More than
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N am e of P e r son Rep or t in g Date of ReportPageFIN AN CIAL29 of 43 D I S C L O S U R E R E P O R T Stamp (Jr.), l r r e d e r c k P . 0 5 / 1 4 ; 2 0 1 0
V I I . I N V E S T M E N T S a n d T R U S T S - - i ........ o~,,,,, . . . . . , io . ~ . ~ c t u d ~ s t ~ , , .~ o / ~ p o . . , , ~ . d d . V . .d . ~ t ~,~; .~. V v . ~ 4 - ~ o ~ ~ i . ~ ~ , ~ . ~ , , ~ . , . ~N O N E (No reportable income, assets, or transactions.)
A. ~ ~. ~ C. " ..... D.-(including I[usl assels) I r~porfing period of reporting period ~
,~ Place "(X)" after each asset [ Code ~ Amoun~ ~" lyre (e.g . . [ V~d~e Value Type (e.g . , ~ m m ; d d / vy D a t e ~ i V a l u e Gain
ld~mi~y of[ exempt from prior d isclosure div., rent. Code 2 Method buy, sell, . Code 2 Code 1
~o r i n t . . ~ (J-P) Code 3 redemption) [ ( J -P) (A-II)A-I I )
(O-W) t transaclion)
426. AT&T
427. Apple Computer
428. A~cher Daniels Midland Sold 1 2 / [ 5 / 0 9 L
429. Artisan International Fd #661 B uy 1 t 7 / 0 9 L
430. BP PLC4 3 1 . Bristol-Myl:rs Squibb Co.
432. Burlington N orthern Santa Fe Corp B uy 4/17/09 K433. Celgcne
434, Conoco Phillips
435. Chevron Corp Sold 4/17/09 L F(part)436. Chicago Bridge & Iron Co4 3 7 . Cisco Systems438. Coming439. Costco
440. Deere & Co
441. EMCCorp442. EOG Resources
P 3 = $ Z ; . 0 .1 , 0 0 1 . $ S i ) . 0 (~ " k 0 C g ) P 4 = M i x r . , I h : m $ 5 0 . f I O ( l , O ( f f )
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F IN A N C I A L D IS C L O S U R E R E P O R T N .... f r ~ , - s . , a e r . , - i n g I D . t . o r R e ~ , .Page 30 of 43 Stamp Ilr.I, Frederick p.[
05/14/2010
V I I . IN V E S T M E N T S a n d T R U S T S -- i~o ...... . ~ h , , . , .......io,~ (Inch, des those of sp ....... d dependent c hi ldren; ~ee pp . J4.60 of f~ ing in~t~c l ions . )~ N O N E (No reportable income, assets, or transactions.)~ ..........
Descriplion of Assets i Income d~r iag [ Gro~s ~alue al end Trans:~clions during rept~rling period(including ffusl assets) repotting period ] o[ re~rting per iod :
Place "(X)" al ler each asset ~ount I Type (e g . , Value V:due Type (e.g . , Date [ Value [ Gain Ide~li~y ofxem~l [ rum pr ior di sc losure C~de 1 , div. . rent, ~d~ 2 ~ Method buy, sell, mm ddiyy t Code 2 Code 1 buyer/seller
443, Express Scripts B uy 04/17il}9 K
444. Federated Intercontinental Fund #176 B u y 01/07 /09 L
445. General Electric Co.4 4 6 . llarris Corp Sold 4 1 1 7 1 ; 9 K
447. Harbor Intl Fund Sold 1 , r 2 f i i 0 9 J
148. 3M
4 4 9 . IB M450. JP Morgan Chase B uy 5/8/09 L
451. McDonalds
452. Microsoft Corp
453. Nasdaq OMQ B uy 4/17/09 K
454, Nucor Cotp B uy 4/17/119 K
455. Nuor Curp B uy 1 2 / 8 , q ) 9 K(addl)4 5 ~ . Or~clc Sys~cms
457. Parker-|lannifin458. Pepsico Inc
459 . P fiz er In c Spinoff 1 0 / 1 5 / U 9 L(from line 466)
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FINANCIAL DISCLOSURE REPORT [ NPage 31 of 43 I S t a m p ( ] r , ) . F r e d e r i c k P . 0 5 / 1 4 / 2 0 1 0V I I. I N V E S T M E N T S a n d T R U S T S --income, value, t ....... l i o n s f l n c l u d e s f h . . . . Jf sp ...... dependenl children; see pp. 34.60 of f!ling instructions.)
NONE (No reportable income, assets, or transactions.),~. t). c.
Descripli(m o f As s e t s lnc~m during Gross valu~ at e n d Transactions during reporting period(including IrUM assets) r cp or lin g pe riod of r op e)fli ng p er iu d
........... 2Place "(X)" af)er each a~ct ~Amount Type (c g , VM~e e : Typ .g., ~ e lde)ti~l v of
exempt from prior d isclosure ; Code I dN ,., ren t. Code 2 Method buy sell [mm;dd/yy~ (A-I l l cr int.) {J-P) C,)de 3 [ redempl ]on) [ (J-P) ] (A-[I) : (ifpri ate( O-W )
460 . P r oc t o r & G am b le C o
4 6 1 . T ev a P h a r m a c eu t i c a l B u y 12 / 8 / 09 L
4 f i2 . T ex a s I n s t r u m en t s
463. Textron [uc Sold 6/4/09 K
464. United Technologies
4 6 5 . WesBaneo, Inc.466. Wyeth (merged for Pfizer stock and cash) Sold 10/15/09 M G
467. Zimmer Holdings Inc468. Cooper Industries LTD Sold 12/8/09 L
4 6 9 . Trust #8 F Dividend P1 T! 4 7 0 . Assets of Trust #8 listed as aggregateamount above:] 471. AT& T B uy 1 2 ; 8 / 0 9 K
. 4 7 2 . Apple Computer473. Archer Daniels Midland Sold 12/8/09 K
474. Artisan International Fd B uy 1 / 7 / t l 9 L
4 7 5 . Burlinton N orthern Santa Fe B uy 4 , / 1 7 ; 1 ) 9 K
4 7 6 . Celgene
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Name of P erson Reporting Date o[ Reporl [P a g eF I N A N C I A L 3 2 o f 4 3 D I S C L O S U R E R E P O R T Stamp (Jr.) , F r e d e r i c k P . 0 5 / 1 4 ! 2 0 1 0 IVII. INVESTMENTS and TRUSTS .. i .......... lue, t ...... tions (Includes those of sp ...... d dependent children; see pp. 34-60 of fi
N O N E (No reportable income, assets, or transactions.)Descriplit ;ri of A sSetS Income dur ing Gross value at end i "[rl-arlsaction~ duriog rcporllng i~rlcld
(including trust assels) tep~11ing ..............e i i o , 3 i of reporting period l .... : ..... : ...... a(1) (2J O) ~ (2 ) (i) (2) I (3) :~ (4) t~)Place "(X)" after each ass l i Amourtl Type (c.e..,. Value [ Value ::~ T ;p e. [ e.g ., D ate , I i Va lu e. Gain ! idenlily ofexempt from prioi disclosure Code 1 div.. re~t. Code 2 , Method i h~ly. sell, nim~dd/yy I7.Oc.e 2 Code I buyer;seller(A-I t) or int.) (J-P) Code 3 [ redemption) i (JP) ] (A-II) ~ (if private, ( Q-W ) :~ i i transaction) !
4 7 7 . Chevron Corp
478. Chicago Bridges & Iron Co
479. Uisco Syslere~s
480. Conoco Phillips
481, Costco Wholesale Corp482. Corning
4 8 3 . Deere & Co48-1. Exxoo Mobil Corp Sold 4!17 /09 L F(pi~rt)
[ 455. Fedcra!cd Intercontinental #176 B uy l iV/IJ9 L
i486. General Electric Co common487. ltarbor lntl Fund Sold 1/28;09 J
i 4 8 8 . Hcwlett Packard48~. JP Morgan Chase B u y 5 ! 5 /09 K
490. Mc Dona ld s
491. Microsoft, Corp
492. Nasdaq OMX Group B uy 4 i 1 7 1 0 9 K
493. Nucor Corp B uy 12i08i09 K
P 3 = $ 2 5 . 1 X J ~ ) , 0 t ) l - $ S t ) , l l ( l t l , l l O ~ l P 4 = M o r e t h ~ n $ 5 ) I ) t) 0 O I ~ )
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Name of Person R eporting Date of ReportF I N A N C I A L p a g e 3 3 o f 43 D I S C L O S U R E R E P O R T Stamp IJrJ, F r e d er i c k V . 0 5 / 1 4 / 2 0 1 0 IVII. I N V E S T M E N T S a n d T R U S T S -- i .......... ~ e , , ....... rion, (Inch, des those of sp ...... d dependent children; see pp. 34-60 of filing instructions.)---] N O N E (No reportable income, assets, or transactions.)
...... A. - ....... l~. ~ -- C. D .Descripdon of Assets Income duriiig Gr:~ss value al nd Transactions duritlg reporting p~riod(including trust assels) reporting peri(~d of rcporting peliod
Place "(X)" after each a~set ~uunt Type (e.g . , Valt~c V . ~ l u e Type (c g . , Dzt [ Value Gain Identity ofexcerpt lrom pri,~r disclosure ] Code I
div., rent, ] Code 2 Method buy, sclk m m i d d l y y ICode 2 Code I buycr..scllcr(AII) o~ int.) / (JP) Code 3 redemption) ~ ~ (J-P) ~ (A-H) (if private494. 3M495. Pepsico Inc common496. Pfizer Inc Spinoff 10/14/09 K(f rom l ine 509) 1497 . Proctor & Gamble
49S. Texas Instruments
499. Teva Pharmaceutical B uy 4/17/09 K
500. Textron tn c Sold 6 , 4 / 0 9 K
501. United Tec hnologies Corp
502. Wesbanco
503. Wesm ark WV Muni Bond Fund #548 B uy 1/16/09 M(addl)5 ( 1 4 . W esmark WV Muni Boud Fund #548 B uy 9 / 2 2 / ( 1 9 L(addl)505. Wesm ark WV Muni Bond Fund #548 B uy 1 1 / 5 / 0 9 L{addl)5 0 6 . WesMark Small Co Growth Fund Sold 5/13/09 K(part)5 0 7 . WesMark Small Co Growth Fund Sold 1 2 . ~ 8 / t l 9 K(part)5 1 ) 8 . EMC Corp509. Wyeth (Merged for Pfizer stock and cash) Sold 10/15/09 L F
510. Trust# E Dividend P1 T
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F IN A N C I A L D IS C L O S U R E R E P O R T ,~ .... f Person Reporting Dat~olReportPage 34 of 43 s t ,, m ~ , ( J r 0 , r l - ~ d e , i ek P . 0 5 / 1 4 / 2 0 1 0
VII. IN VESTMENTS and T RUSTS .-~ ........ l . e , , .......i o n s ( I n c l u d e s t l . . . . . ~f ,;pouse and dependent children; see pp. 34.60 of f i l ing instructions.)[] N O N E i n c o m e , or transactions.)eportable a s s e g s ~Description of Assets ] Income dur ing Gross value at end "rransactions during reposing ~tiod(including I~st assets) ~ rcporling period of repotlinR period
I l:~ce "(X)" after each a ~et l,~ount Type (e.g . , Value ~ Value l~pe (e.g., ~ D a ~ e Value ~ Gain Identity tffexempt from pr ior di sc losure ~ ~ : o d e 1 div. . rent. Code 2 Melhod buy. sell, mm/dd/yy ~ C~de 2 ~ Crude 1 buyer/seller(A-H) or int.) O-P) ] Cod e3 redcmplion) ~ (J-P) ~ (A-I I ) (if private ( Q-W ) transaction)~ ...............
} 511. Assets of Trust #9 listed as aggregaleamount above:512. Air Products & Chemicals
513. Apache
5i4. Apple Computer515. Archer Danicls Midland Sold 1 2 / , g / 0 9 K
516. Artisan International Fund #661 B uy I/7/09 K
517. BP PLC Sold , U 1 7 / 0 9 K
5 1 8 , B u r l i n g t o n N o r t h e r n S a n t e F e B u y 4/17/09 K
519. Celgene
520. Chicago Bridge & Iron Co5 2 1 . Cisco Systems Sold 4 / 1 7 / ( t 9 K E( p a r t )5 2 2 . Ctrrning523. Costco Wholesale Corp5 2 4 . Deere & Co
5 2 5 . Emerson Electric526. Ensco Inll
527. Federated Intercontinental Fund #176 B uy 1/7/09 K
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N am e of P e r son Rep or t in g Dale of Report ]PageFINA N CIAL35 of 43 D I S C L O S U R E R E P O R T st~ , .p (Jr . ) , F r e d e r i c k P . 0 5 / 1 4 / 2 t 1 1 0VII. INVESTMENTS and TRUSTS -. i ......... r u e , I ....... l i o n s (tnctu,te~ ,hose o!.~ p ....... d d e p e n d e n l c h i ld r e n ; s e e p p . J 4 - 6 0 of f i l ing ins truc t ions . )
N O N E (No reportable income, assets, or trattsactions.)
De~~iption t~f Assels l.~me during Gross value al end qransactioas during reporling ~riod(includi~ trust a~sets} teportin~ period ] of reporting period
P ace "(XF afte .....h .... A .....t[ l):~e (c.g, ] Value ~ Value Type (e.g . , [ Date Value [ Gain I Idt.ntily olc xc m- t f rom p i o r d s c su e i C~de 1 ~ div rent [ Code ~ . Method buy, sdl. [mm,~dd, :yy ~ ~de 2 ~ Code 1 buyer,sellerv " " (A-I t) ~ or n.) [ ( J -P) ] Cod e3 ~ rcden:plion) ] (J-P) ~ (A-H) ( i fpr ivate[ ] ~ ~, tr ~nsact
528. Hal iburton
529. Harbor lntl Fund Sold 1 1 2 8 , 0 9 J
530. JP Morgan Chase B uy 5 1 8 1 0 9 J
531. McDonalds532. Medco Health Solu:ions B uy , / 1 7 / 0 9 J
533, Nucor Corp B uy 4/17/09 K
534. 3M
535. Pepsico
1 5 3 6 . Teva Pharmaceutical B uy 4/17/09 J
537. Texas Inslruments538. Textron, Inc Sold 6 ~ 4 ~ i . ~ 9 J
539. Unitcd Technologies
5 4 0 . WcsMark W V Muni #5,~8 B uy 9 , / 2 2 / 0 9 J(addl)541. WcsMark SmalI Co Growth Fund542. WesBanco
543. EMC (]orp
544. EOG Resources
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FINANCIAL DISCLOSURE REPORT N, ....Person Reporting I Dale of ReportPag e 36 of 43 Stamp (Jr.), Frederick P" I 05/14i2310V I I . I N V E S T M E N T S a n d T R U S T S .. i ....... o ; u , , t . . . . .. . t;,,,.,. (Includes those of sp .......d dependnt children; see pp. 34-60 of f i l ing instructions.)
N O N E (No reportable income, assets, or transactions.)De~ription of Assels ;~ lncome dur ing Gn~a~ value at end , Transactions during, reporting ~riod ~(including t~gl a~sets) [ reporting period of rForling period ! _ _:
Place "(X)" after each a~set Amount Type (e.g . , Value Value : Type (e.g . . ~ Date Value Gala ldcnlit) ofexempl horn pr ior d~closure Co~ I div. . real, Code 2 Method ~ buy sell ~mm/ddiyy Ct~de 2 C ode I buycr:scllerIA-I t) or int.) (J-P) Cod e3 redemption) 0-P) (A-H) (if privale
545. Transoceanlnc
546. Trusr. #It) (Security Na tional) E Dividend Pl T
~ . 4 7 . Assets of Trust #I0 lis!ed as aggregatei48. A T& T
549. Abbott Labs
550. Affiliated Computer551. Air Prods & Chores lnc
: 5 5 2 . Amgen553. BankofNYMelIon
554. Boe ing555, CVS Corp
556. Caterpillar Inc B uy 9116109 K
557. Colgate Palmolive558. Computer Sciences
5 5 9 . Devon Energy5 6 { ) . Dominion Resources
56l. DowChemical
I. In,~,,rn.~ G : ) i n ( : o d e s : ^ =$ 1,0t~) or less ---~=$L00i ~ ~,5~0 C = $ 2 , 5 0 1 - S S , 0 0 0 D
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Name of P erson Reporting Date of ReportF I N A N C I A L p a g 37 o f 4 3 D I S C L O S U R E R E P O R T St~mp (Jr.) , F r e d e r ic k P , D 5 / 1 4 / 2 0 1 0 I
V I I. I N V E S T M E N T S a n d T R U S T S .. i .......... alue, t ......ion.~ {Inch, des th . . . . . ~f xpouse and dependent children: see pp. 34.60 of f i l ing instructions.)~ N O N E (No reportable income, assets, or transactions.)................................. ~ .....B . ~5~ ............. ~. - .....Dcscdpl ion of A~eIs ;: Income during Gross value at end Transactions during reposing period
(including trusl assets) re~ieg period ~f reporting period _Place"{X)" afl : [ each assel A m e un l Type {e .g . , Vak~e Value Type (e.g . , Date :: Value Gain ~ IdemilvCode 1 b u y . s , Im~ dd /yy Code 2 Codc I [ "exempt from pr ior ~ i sc losurc div., ~em. Code 2 ~ Melhod ~ buyer/seller] {A-H} or int.) (J-P} ~ Code 3 redempt ion) (I-P) (A-ll) : (if private : ~ (O-W) transaction)
562. Duke Energy Corp
563. EMC Corp
564. Emerson Electric Co Corn Sold 9/11~09 K
565. Exxon Mobil
566. General Electric567. lmel
568. IB M
569. Johnson & Johnson
570. Kimberly Clark
571. Federated Prime Obligations572. Omnicom Gr
573. Oracle574. Peps ico Inc
575. Proctor & Gumble "
576. Progress Energy
577. INC Financial Svcs Group578. Ouest D iagnostics
P 3 : $ 2 5 , 0 ( ~ 1 .1 ) 0 1 . $ 5 , 2 . 0 0 0 , 0 0 0 P 4 = M o ~ t tb . m
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F IN A N C I A L D IS C L O S U R E R E P O R T N .... f p ....Reporting Date of ReportPage 38 o f 43 Stamp (Jr.), Frederick P. 05/14/21)10
VII. INVESTM ENTS and TRUSTS --i,c ..... , u t o e , , . . . . . .. , i o . a " ( I n c h , d e . ~ t! ..... of sp .......d dep,ndent children; ~e pp. 34-60 of f i l ing instructions.)N O N E (No reportable income, assets, or transactions.)
Description ~f As~ts . h~comv during Grass value at end . Transact ons due ng reoorting period .(including trust assels) ~ ~eporting period or repurtiog period
P l ace " {X )" a f t e r each a~e t ~nount Type (e.g. Value Value Type (e.g . , Dateexempt l rom pr ior di sc lusure Crude I . div.. rent, Code 2 Method buy, sell . mm /dd,yy ~ Code 2 , Cod : 1 ~ buyer;scller(A-11) ~ urine.) ( J -P) Cod e3 redemption) [ ~ (J-P) ~(A-H) ~ ( i fp, iva te
579, Thermo Fisher Scientific
580. United Technologies
581. Verizon Communications
582. Zimmer Holdings
583. Trust #11 (Security Natl) E In t . ]Div . PI T
584. Assets of T[ust # 11 listed as aggregateabove585. Federal Pdutc - Obligations586. FHL B 4 .6 25% due ~ /15/12
587. FtILB 3.375% du e 2i27/13
5 8 8 . FllLP, 4.5% due 3/26/155 8 9 . FttLB 4.75% d ue ] 1/14,"14
5 9 ( I . F|tLB 3.,,. due 10,"6q4 B uv 10i06,09 K
591. FNMA4.5%due2/15ilI
592. Tcrmcssee Valley 4.7% due 7/15/08 Sold 9 / 2 5 ~ D 9 K
593. United Parcel Svc 4~,~ due 7/15/13
5 9 4 . Caterpillar Finl Note 4.25~,~ due 2/15/13
595. AT&T
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Name of P erson Reporting Date of ReportP a g c F I N A N C I A L 3 9 o f 4 3 D I S C L O S U R E R E P O R T S t a m p ( J r . } , F r e d e r i c k P . 0 S / 1 , I / 2 0 1 0 .
V I I . IN V E S T M E N T S a n d T R U S T S -- i ....... , . t , , c . , ..... ,io,s (Includes those of ~r ...... d depen dent c hi ldren; $epp. 34-60 o f f i l ing i . . . . . . . . lions.)[] N O N E (No reportable income, assets, or transactions.)............................ .... d~ ..... l ..................... ~ i . . . . .A. B.Descriplion of A sse ts Income d,~ring Gross value at end i Transactions during reporting period
(including trust assets) l reporting pc ri,~d of reporti~.__period_ I ................... ~ ....~ (~3 ( 2 ) (0 (2) ,I (t; (2) I (3) (4) I ( 5 )Place "(X )" afte r each asset A mount i T ype (e .g ., Value Value ~ T,,,pe (e.g. . Date Value G ~ d n Iden,ity ofexempt from pr ior di sc losure . Cod e I : div .. rent. C ode 2 Method buy. sell, mmidd.,yy ! {?ode 2 {:ode 1 i b.ayer/scllcr(it" pri.a~eI(A-II) ! or inl.) l J-P) Code(Q.W)3redem ption) (J -P) (A-tl) t transaction)
596. Abbott Labs
597. Affil iated Computer
598. Air [rods & Chems
599. Amgen
600. Bank of N Y Mcllon
6(11. Be s . Buy
602, B H P B i l li t o n L T D6(13. Boeing Co
6 0 4 . BP PLC
6 0 5 . C V Si606. Caterpillar lnc B uy 9!16/09 K
607. ChevroffFcxaco C o r p608. C isc o
Colgate Palmolivc
6 1 0 . Constellation 61t. Conocophil l ips
612. Duke Energy
P 3 = $ 2 5 . ~ N 1 , 0 0 1 - $ 5 ( 1 . k 3 0 , 0 0 0 P 4 = M I I re t h : ~ n $ 5 [ , . (~ ) 0 . 0 f K )
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F IN A N C I AL D IS C L O S U R E R E P O R T ~ a . ~ e o t ~ o . o ~ a e p o ~ , ~ n a t . o t a e p o , ~ IPage 40 of 43 Stamp (Jr.), Frederick P. 05il4i2010VII. INVESTMENTS and TRUSTS .. i ....... .~,,,, t . . . . . . . . tiO~ (Includes those of $p ....... d depend~l children; see pp. 34-60 of fili~
N O N E (No reportable income, assets, or transactions.)
(includ ing trust assets) reporling period of reporti~ per iod ; ..
exempt fr~m pr int di sc losure Code I div ., ren t, C ~de 2 : Melhod ; buy, soil, mmiddiyy Code 2 [ Code 1 . buyer, seller(A-H) ~ or inL) (J-P) ~ Crude 3 ~ redemplionl (J-P) ~ (A-lit i (ilprivalei I ; (Q - W) : : ~ transaction) I
613. E N IC C t ) rp Ma s s B uy 9/16/09 K~ 614. Thermo Fisher B u y 9/16/09 J
615. Emerson Electric Sold 9/ 1 I/1.)9 J
~616. General Electric Co
617. Home Depot B uy 9116/09 K
i 6 1 s . m M619. Intcl Corp
620. Johnson & Johnson621. Microsoft
6 2 2 . Omnicom Gr~up
623. Pepsico [nc
6 2 4 . Proctor & Gamble625. Progress Energy
626. Quest Diagnostics627. Schlumbergcr Ltd628. Target B uy 9/16/09 K6 2 9 . 3M Corn B uy 9 /16/09 J(addIt
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FINANCIAL D I S C L O S U R E R E P O R T N .... f P ..... Reporting Date of ReportPag e 41 of 43 Stamp (Jr.), Frederick P. 05/1412010V I I . IN V E S T M E N T S a n d T R U S T S -- ,,co ..... , ~ t . e , , ...... ,ions (Includes those of sp ...... d dep,ndent children; see pp. 34-60 of filing instructions.)~ NONE (No reportable income, assets, or transactions.)i~ ........................ li~ "- " ............... D~ ........i Description of Assets Income during Gro~s value at end Transactions during ~e~rting period~ (i~luding t~ust ~ts) ~ reporting per iod of reporting periud: ~ 0) ~ 2 ~ O) (2~ (~ ) (2) (3) (4) (5 )J Place "(X )" after c~ch a~set [A mount Type (e.g . . V;flue Value Type (eg., ~ Date Value Gain Ide~lily ol" exempl lrt)m prior disch~surc : Code 1 div. . rent. ( ? t ~ d c 2 Method bu~, ~ell. [mm/ddlyy Code 2 Code 1 buycr/seller(A-I I } ~~ or inl.l (J-P) Code 3 rede;nplion) " (J P ) (A -II) (if privale( Q-W )630. United Technologies
631. Verizon Communicat ions632. Zimmer H oldings
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FINANCIAL DISCLOSURE REPORT N .... f e~,. ~,~o~.~I u ~ o r R ~ p o ~age 42 of 43 Stamp (Jr,),F r e d c r lc k a . 0 5 / 1 4 / 2 0 1 0
VII I. ADDITION AL IN FORMATION OR EX PLAN AT IONS. r~ i~ ,e~ ,~ org ,por r. )
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F IN A N C I A L D IS C L O S U R E R E P O R TPage 43 of 43 Stamp (Jr.,~, Frederick P. 05/1at2010
IX. CERTIFICATION .l cer t iry that a ll information given above ( including information perta ining to m y spouse and minor or dependent children, if any) isaccurate , t rue, and com plete to the besl of my kn owledge and belief, aml that any information not reported was withheld because it m et applicable sta lutoryprovisions permitt ing non-disclosure .I fur ther cer t ify that earned income from outside employment and honorar ia and the acceptance of gifts which have been reported are incompliance with the prnvisions of 5 U.S.C. app. 501 el. scq.. 5 U.S.C. 7353, and Judicial Conference regulations.
N OTE: ANY IN DIVIDUAL WH O KNOW INGLY AN D W ILFUI.LY FAI~glFIES OR FAII .S TO FILE Ti l ls REPORT MAY BE SUBJECT TO CIVILAND CRIMINAL SANCTIONS (5 U.S.C. app. 104)
F IL I N G IN S T R U C T I O N SMail s igned original and 3 ad ditional copies to:
Comm it tee on Financ ia l Disc losureAdm inistrative Office of the Llniled States CourtsSuite 2-301One Colum bus Ci rc le , N ,E.W ashington , D.C. 20544