financial disclosure report for calendar year 2004€¦ · name or pelon reporting sotjre ano type...

22
a 2 LEISURE. PETER K 4 , 'l'ille ( Al11 cle Ill J udge in d i c1 u e a cli ve or senior status; S . Rep0ft 1 ypc (check appr oprmtc 1ye} . N< mj1 w1ion .. (5 l J.S.C. pp. §§ IOI . J I I ) 6. lcponin g J cno ' ' 121J1 no o 4 7 8. O n 1hc b a si s of lhc in fonnruion ontaincd in thi s Rcpon and an y d t where you have no rep<rtabl e inlOr mation. Si gn on 1l1 pae. POSITIC)N ORGANl7A PAR T IES A D TE R M S - - 0 - 1>1< R'port Rlquir(d by the Ethics FINANCIAL DISCLOSURE REPORT in Go,·crnmcnr Act or 1978 J, Person R cp on11 1 g (LaSt nrune, Fir1 narne. tiddle ini1i J) Court or Orgnni:n1ion U.S.O.C ·SO. DIST. OF NY mag i Stratc judge im.ic.·ne full· or pan"1ime) Date SENIOR US DIST JUDE SO DIS NY ,, On ofRcpo11 Sil1/2005 1111004 to 1 lrunal ' ! Annual I Flnal Chambs or Ofce Address US COURTHOUSE modification pai ni ng thereto. 11 is, in my opinion, in compliance with applicale laws an cegulations. 500 PEARL STREET. ROM 1910 Reviewing Ofcer Date NEW YOR. NY 10007 IMPORTA NOTS: The instruc1ios ac mpa ring this form n1uSl be followed. Co1nple1e aJ par s, cheking the NONE b ox for each patt FOR CALENDAR YEAR 2004 I. 2. NAMF OF TION/ENTITY 11. AGREEMNS. (Repo1ing individual only; sec pp. 14-16 oflilins i1ls1ructiQns) 0 NONE - \o repMble agrCficnts) I. 0 r’ - o- :: ı - '/ r % .. - 0 ,., c u " n 0 I. POSITIONS. (Rep 011ing i1ividual oy¨ sec pp. 9-J3 of fling instructions) I NONE (o «poble psitions.) · :: ( ; <: J < n c " C. : ,. -

Upload: others

Post on 30-Apr-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

a 2

LEISURE. PETER K

4 , 'l'ille ( Al11 cle Ill J udges in d ic:.1u e a cli ve or senior status; S . Rep0ft1 ypc (check appro-prmtc 1ype}

. N <1 mj1 w 1ion ..

(5 l J.S.C. • pp. §§ IOI . J I I )

6 . l{cponing J> cnod

' ' 121J1noo 4

7 8 . O n 1h c b a sis oflhc infonnruion oontaincd in this Rcpon and any

d

t

where you have no rep<>rtable inlO r m ation. Sig n on 1 1 page.

POSITIC)N ORGANl7.A

PARTIES AND TERMS

--

0 -

1>'1<:':>

R'port Rl'quir('d by the EthicsFINANCIAL DISCLOSURE REPORT in Go,·crnmcnr Act or 1978

J, Person R cpon111g (LaS-t nrune, Firs1 narne. tv1iddle ini1i J) Court or Orgnni:zn1ion

U.S.O.C ·SO. DIST. OF NY

magiSitratc judges im.lic..·ne full· or pan"1ime) Date

SENIOR US DIST JUDGE SO DIS NY

,, On1c of Rcpo11

Sil1/2005

11112004

to 1 lrunal

' ! Annual I Flnal

Chambers or Office Address

US COURTHOUSE modifications penaining thereto. 11 is, in my opinion, in compliance with applicable laws an cegulations.

500 PEARL STREET. ROOM 1910 Reviewing Officer Date

NEW YORK. NY 10007

IMPORTANT NOTES: The instruc1ions accompanring this form n1uSl be followed. Co1nple1e aJI par s, cheeking the NONE b ox for each patt

FOR CALENDAR YEAR 2004

I.

2.

NAMF. OF TION/ENTITY

11. AGREEMENTS. (Repo11ing individual only; sec pp. 14-16 of lilins i1ls1ructiQns)

0 NONE - \No repMable agrC¢fficnts)

I.

0

r- -o-

::::>

-

'r/ r-......-0 ,.,, c:5u.,

"<: ni 0

I. POSITIONS. (Rep011ing i11dividual only sec pp. 9-J 3 of filing instructions)

NONE (No «portable positions.) ·

:::0 (/) ;z: <::: J>o.

<:r) n; c

"'>

C.:t>- ::J ,..,., -

Page 2: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

N ame o r Pel'$-On R e porting

SOtJR("E A N O TYPE

Date <lf Re port

SOURCE ANP T Y P E

i

SOURCE

FINANCIAL DISCLOSURE REPORT

1..EISURE, PETER K

III. NON-INVESTMENT INCOME. <Repon;,,g ;11d;vidual a»d spouse: sec pp. 17·2• ofliling ins<ructions)

A. Filer's Non-ln"esrnicnt lncorue

RI NONE · (NbrepOrlahlenoo-inveslmenl inc04ne.}

I.

51111200;

GROSS INCOME (yours. 11()( .spouse's)

I.

DESCRIPTION

B. Spouse's Non-Investment Income - (Jfyou \\'ere n1arried during any portion of the reporting year, please complete 1his section. Dollar amounl not required excepL for honoraria.)

NONE - (No reponable non·iO\'CSLmcnt jncome.}

I.

- trnnsp0nat on. lodging.

(11,cludes those to spouse and depe.ndent children. Sec pp. 25-21 of instn1ciions.)

IV. REIMBURSEMENTS food. cntcrt•;nment.

NONE · (No such reportable reimbursements.)

Page 3: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

SO!IRCE DGSCR!l>)'l(lli

CREOCTQR VALUECOQE

Fl ANClAL DISCLOSURE REPORT N•"'' orr°'"'" Rcportmg

LEISURE. PCTt:R K

v. GIFTS. (Includes lh�e lOSpOU.>(: and dependent childten. Se pp 28-ll or11Utru..:t1om)

i;. NONE - (No such reportable a•l1s)

Datt 1>f R<µot1

S/l 11200S

VI. LIABILITIES. (Includes'"""" orspouse and dependent children Sec 1>p. 32-34 ,,rmslructions.)

bil NONE (No reportable liab1l11lcs.) ·

QfSCR!JrllON I.

Page 4: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

N a1ne o f P et!> O • ' Rep o ning

L E I S URE, PETER K

Ua1e of Rcpo n

S/111200 5

Vll. fN v ES'l MENTS and TRU STS -lflcomt, ''llh! C' . lttll\$CIU i Ol'l S h ndudcs thMt a f 1h (_ Sl>C.>llSC :md dcp¢ndent children. Sec pp . 3 4 .57 of tilins mstrw ; 1Jo1ts..)

WYETH COM STOCK

2 J P MORGAN CIJASE COM STOCK

3 . CIG N A COM STOCK

4 . IBM COM STOCK

s. 3M COMSTOCK

6 . EXXON MOBI LCOMSTOCK

7 . PEPSICO COM STOCK

8. EDIS ON INT'L COM STOCK

9. UNION PACIFIC COM STOCK

CITIBANK CH ECK ING

11 . 9 . 7 59% INT. IN DAVID WARD liEJRS O IL &

12.

13. I 1. 8962% INT. ( N DAVID WARD HEIRS COAL

(WV)

1 4 .

KANA VlHA & ELK RR Co. COM STOCK

BAXTER INl ' .COM STOCK (IRM

F OREST 1..A BS COM S TOCK ( IRA)

l

6 .

1cportinv. 1le11(1d

\I) (2)

Type (eg.

int )

Di v i den d

Dividend

Di,•ide nd

Dividend

Dividend

Divide nd

Dividend

Oi\1idcnd

A Dividend

None

Royall)'

Int e rest

Jnterest

B R o yally

Distrib ucion

No11e

Dividt: 1 ld

None

c. c

1 tp< 1111na; period

(I) ( 2) ( I) ii no1 e."\etnpt 11om t11:ic1osure

a

K T

J T

K T

K T

J T

K

K T

K IV

J w

J w

J T

I,

Va lue Code2

t'l )t r.

d

14 1

Codd ( A·H)

a

FINANCIAL DISCLOSURE REPORT

Page 1of17

A.

Oescnp11011 of Assets ( mdu1hng 1n1s111 i;cts)

Place "{Xr after each ass e�<:mp• from pno1 <.lt k>stir

DNONE (Nll n.-porrntilc mcomc ;i.» •s. 01· 1nm ct1(1ns)

I.

JO.

GAS(WV)

1;.

16.

17.

18.

I. 11>eomc!Ga1n Codes A • Sl.000 ()f l.;i;�

1!).e:c.Colu..nw Bl Md 04)

l Vilue Cod s·

•See Cohmms Cl :end 03)

J. Value"1c1bl>d Codes

($1:c Column c1;

f $j(),001- IOO.OOO

.l - SI 5,000 orlt'SS

N = mo.ooo-ssoo,ooo

P) SlS.000,001-$50,000.000

Q Appnu aJ

U - lk>Ok Va!u�

htwmc during

Amount Code I dw rcnl <II' (A·M)

A

A

A

A

A

A

A

A

D

A

A

D

A

B •Sl.001.$2.SOO

(j .. SJ00,001-SJ,000.000

K .. StS,001-SSO.OOO

o •Sm.001- 1.000.000

R -Cost (l\e:al E.o;;1me Only)

v -Olb1:1

0. Gross \'i'l\uc ;i1 end of Tra11sa 1ions dutul fqxirtmg 1lCriOO

Value V J C00<2 1'.1c:th00 (J·PJ Code3

(Q-\Vl

J T

J T

K T

T

T

C • SUOl·SS.000

UI - Sl,000,00l·SS.OOO.OOO

L ,.. .S50.00l..SI00.00Cl

(2) OJ Typ< (<. Da1c: bu)',$Cll, iontb.

Day (J·P)rcckmp1fon)

D •SS,00I·SIS,000

H2 -1\fvfc lJ139' SS,000,000

M ...$100,00l·SlSO.OOI>

r1 -s1,ooo.001-s;,ooo,ooo

P.t St..'1ore 1lt.'1n SS-0,000,000

$ -N:lt$:lmc111

P2 .. $S,000,00!·S25,000.000

T

Vi ts:1i111a1e

(5)

G:t.in ldi::1i111yof bo)'Ctlscller (ifpt1\'illC tr nsactio11)

Page 5: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Niu ne or Person Rt por1ing

LE I SURE. P ETER K

Date o f Report

;111aoo s

... II. c. o. -.. ...... f" tMIAChOnt

rcpon..,pmod r i:pcwting pcnod

fl) C.?1 'I) t 21 Ill 11 llQC <-'"'Pl

(l) (l) (<) (5) l ,,,. (q Value Type (CJ °"" Value Gam

buy, sell, Codcl Codtl 1n1 ) mer).'C'r, (A-fl) redern p<1M }

1 9 . FOREST I .ADS COM STOCK None N T PARTIAL 0 2.09 l F

20 CAREMARK RX INC COM STOCK (IRA) Nrn1 c ) T

2 1 MERCURY 1; xr1. CO. /QUICKSllVER D R oyalty P1PEUNEIDOMINION (Ml)

22 . FIRSTENERG Y CORP COM STOC K A Do1dcnd T

23. cmBANK SUPER YIELD MONEY MARKET B lnltrCSI M T

24. M ORGAN STANLEY COM l>TOCK A Oi \1dc n d T

2;. XER OX COR P COM STOCK (IRA) None T

26. CITillANK C H IJ CKINO Nono K T

27. INTEL COIU ' COM STOCK Dividend SELL 2-23 l

28 . MICROSOFT CORP COM STOCK D Div i dend L T PAR11Al. 12-1 4 K

29. GENERAL EUlCTRJC COM STOCK (IRA) Otvidcnd K T

3-0 12 5% INT IN WARD HEIR MINERAL RIGHTS F Royalty M w

3 1. A I nterest

32. MICROSOFT CO IU ' CO M STOC K D i v idend J T

33. ORACl . B CORP COM STOCK (IRA) None T

3 4 . EMC COR PORATION COM STOCK ( IRA ) None SELL VAR K

35 ANADAJlKO l 'F.TE COM STOCK Di\•1dend T

36 BP AMOCO PLC SPONSORED ADR A °'' Mknd J T

I B c t> L

t G H2

L M

N . 0 Pl

N

s ·r

v w

F1NANCIAL DISCLOSURE REPORT

Page 2of17

VII. INVESTMENTS and TRUSTS

Dctc� fl( A»dl. Groso. \..tilt• t*' of cb\ftf lCJ>Oftllll pcnod

ClflC_�wtJtrWf:mruJ

PIX( "( X)' after cao;h. as.s« cu:mpl """""' Value rder.Ut) or fi'oc'n Pnof d1tcl 11'(" Cl'l<k I 1f1v tcnl OI C-Odc 2 t.�ctbod Monlll · buyer.'.seU�r

(A·H) (J-Pj Codc3 0.y (J.P) (if)'.leivatc (Q·\\ trn.n.o;:icbQ11)

SELL

J \V

J

J

)

A

SELL

A

(Ml)

A

J

A J

IJ1oorne'Oa1n c:cdc:t A .. S 1,000 « less •Sl.OOl·S2.>00 S:?,501-S.S,000 -S.5,00 I·' IS.000 - Sl$.OOl-SSO,OOO

(Stt Columns UI ll.rld £>.l) •SSO.OOl·Sl00.000 SlOO.OOl·S1,000,000 HI - Sl.OOO.OOl·SS.000.000 Mo than $1,000,000

2 VRh1e C:odc $1.S,000 01' les.>: K - SU,OOl·SS0,000 SSO.OOl·Sl00.000 SIOO,OOl·Sll0,000

(See C'ull1mn Cl and 01) . S S-O.OOO-S500.()Q(l SSOO,OOl ·Sl,000,00V Pl SI ,OOO,OOl·SS,000,000 $5,000,00I ·SIS ,000,000

1•;i. m,000,001-Sl0.000,000 SMotc than S50.000.00CI

J. Vnl11¢ t.t111hod Code-> Q .. A1))lfa1Si:tl R -C.ost (Re11l 1:'.ti'lfllt Onlv> .. ASS.CilSl!lCOI Ca h/t.i11rt:c1

(See Cdt.11ni• C2) lJ Book Value Otbc1 bst11na:cd

Page 6: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Name of Person Reportin g

LEISURE. PETCR K

Oa1e o f Repon

5 1111200 5

I). c. 0.

reponi ng penod r epontn g period

\ I ) ( 2 ) ( I ) ( 2 ) II ) JI 004 t'l(ClllP l lr()l n di sclosure

(2) (J) (4) e """'""' Valix (.i;un

Code 2 Codt I ( A· il)

37. DIRECT TV G R OUP INC ( fonnerly H U GHES None

38 . APPLE COMPUTER COM STOCK (IRA) None: T

39. ALUANCEBERNSTEIN PRIME B MONEY MKT Dividend J T

40 . AMAZON COM COM S TOCK (IRA) None SELL VAR K

41. BROADCOM CORP CALIF CL A COM STOCK None SEL L 2 -23 l

42 MOTOROLA COM STOCK (IRA) Div i dend T

43 . N ORTE L NETWORKS CORP NE W COM STOC K None J T

44. TEXAS INSTRUMENTS COM STOCK ORA) Dividend SEL L 2-23 J

45. RMA NY MO NEY FUND A Dividend K T

46. CISCO S YS INC COM STOCK None K T BUY 4-0S K

47. PARTIAL VAR K B

48 . WYBTH COM STOCK Div idend

49. ANHEUSER BUSCH COS INC COM STOCK Dividend SE L i.. VAR

so. TIME WARNER INC COM STOCK None

5 I. AUTOMATIC DATA PROCESSING COM STOCK Div idend T

52. CITIGROUP INC COM STOCK Div iden d T

53. GANNETI CO COM STOCK A O i\1 idend

54. G EN i . ELECTRIC CO COM STOCK Dividend T

I A c D E

G

N

l ( S« Colultl'l Cl) !look Value v i\V

Eslimated

1

FINANCIAL DISCLOSURE REPORT

Page 3of17

VIL INVESTMENTS and TRUSTS -mcome, vah1ie, 11at'lst\ltt00s (ll)thidcs thoseor the spouse ind dep odcn.1 children See pp 34·S? of filing uistn.tetions.}

:\.

De.<;erip1mu of A$Si:I" lncom dl!ring Gross value a1 et1d of Transoct1oos duno ecpunm{? pcnod

•m.;Judiog trus. ass.elS)

(>)Place (xr 1Aer each ass t e:'temp1 T)"pe (e.g Value V:d!X Type (e. . Dau:. ldemiryoffrom pnOt dtSCIO>:utt C""' I div. rt:n1 (Ir C<><lc 2 Meihod buy. 11. Month· buyer/seller

(A·H) 1111.) (J-P) Codtl tnel),,-cr. Day (J-P) (ifpti\•iue (Q-W) rOO.:inptio1)) tl':ltlSatli()n)

J T ELEC. CORP.) COM STOCK

J

A (IRA)

E

(IRA)

A J

(IRA)

A

SEl..l

A J T

A J A

J T

A J

A J

J T

A J

I. blCOme!Oain Codes: =SI ,000 or IC$$ -s1,001-.s2,soo -sz.501-ss,()()O - SS,OOJ-Sl>,000 ,.. S15,00l•$50.000

1Set Columns Bl and 04) f = s50.001-s100.ooo - SI00,001-SJ.000.000 HI -s1,ooo,001-ss,ooo,ooo H2 More ctuw SS .000.00c>

2. Value Codes: I - s1s.ooo mks K = Sl5.00l-S50,000 l -sso,001-s100.ooo M 510 0.001.Sl50.000

cs" C1.>ll1UIOS Cl and D ) " - S150.000-S500,000 0 - S500,00 l -Sl ,000,000 Pl SI .OOO,OOl-SS,000.<100 Pl -S!i,000,001 ·S2S, OOO.OOO

1'3 S2,,000.00l·S5-0,000.000 SMore thlo SS0,000.000

3 V:dm,• Metltod Codes Q - ApptaLSal " .. Co • (lteal &late Only) s -Asscs:;men1 T - Cu$W,..1:i:ke1

u -O lie1

Page 7: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Nsmc Qf Perron Rcp oif ll)g

LEISURE. PETE R K

Date o f Report

5 11112005

·" · n. o.

f m!J>Cn«I reoo mng period

( I) ( 2) (I} (2) II) 11 nQt cxcmp• fron 1 cl1sc.._.1't>

( 3 ) t 4 \

Value iCode2 Lix l c I

mt ) (A·H) 1

SS. INTL B USINESS MAC H COM S TOCK Di vidend T

56. KJMBERL Y CLARK CORP COM STOCK Dividend J T

51. LIBERTY MEDIA CORP CL A COM STOCK No ne SEL L 7·2 7 J

58. LIZ Cl_."'180RNE INC COM STOCK Dividend ) T

59. MBIA INC COM STOCK Dividend J T

60. M E RRILI.. LYNC H & CO COM STOCK Dividend J T

61. PEPSICO INC COM STOCK Dividend J T

62 . PFIZE R INC C OM ST OCK A Dividend

63. CONOCO PHILLIPS COM STOCK Dividend

64. SOU1llWEST AIRLINES CO COM STOCK Dividend J T

65. WACHOVIA CO RP COM s · roc K A Dividend T

66 . WAL. MART S1 '0RES INC COM STOCK Dividend T PARTIAL 7 -2

67 . RMA MON EY MKT PORWOUO Dividend J T

6 8. AMER INTl GROUP INC COM STOCK Div i dend T

6 9 . AMGEN IN C COM STOCK None J T

70. CISCO SYS INC COM STOCK None ) T

71. GENl EL EC TR IC CO COM STOCK Dividend J T

72 . INTl BUSINESS MAC H COM STOCK Dividend ) T

A 0 c "

F

p,

Q s

(Sec Colwm C2 ) Book V alue v - Odi.e r w 1-.sri matcd

FINANCIAL. DISCLOSURE REPORT

Page 4of17

(SjPlace "{Xr aftercad1 asset ()(¢mp1 Anwunt T)'J>C (Cg, Value Value 1'ypc (c.i:. Date Ga n lden111y of from pnor duiclosufe Cod< I di\· rtnL Qf' C«lcl icdlOd OOy,sell, Mooth . buycr/$<:lkr

(A ·II} CJ·P) Cod�3 n�rgi:r, Day (J·P) (tfpn·va c (Q-\V) redettlp(ion) lt111\$at:11Qfl)

A J

A

A

VII. INVESTMENTS and TRUSTS •• income, vah1e.. lr.!o.�at1on h11clude$ 1hose of1he spouse ond dep.?ndent t:h1ldreri Sec pp. J4.;J offillns in:.1rucuons.)

c.

Dc riplion of Assets Income during Gr<•ll:! \•:due a1end of Tr..msactions during repo1tmg, pcnod

lmcJudcng trus.1 i1$$i:1.S)

(2)

A

A

A

J T

A J T

A

J

A J J A

SELL

A

A J

A

A

I. looon•e.'Gain Code : •SJ,OOOotkss ""$1,00J.$2,SOO =Sl,501-SS.OOO D .. S5.00l-Sl5.000 • SIS,OOl·SSO,OOCI

(See C.Olumos Bl and J)J) -S50,001-SIOO,OOO 0 -$100.llOl·S 1,000.000 HI -ll.000.001-$5,000,000 H2 = More than $),000,000

2. Value Codes: .. SJ5.0CIO or less K • $15,001.SSO.OOO $50,001-SIOO.OOO M -s100.001-s210,ooo

1S¢e ColvmnS Cl and DJ) N =SJSO.OOO·Sl00,000 0 =S500.001-S 1.000.000 Pl • S1.000.001-SS.OO<l.000 f'2 -S5.000,001-S25.000.000

S2S .Ooo,OOI •SS0.000.000 P' - S�iOTi: th:it1 $50,000,000

J Value Mel.hod Codes .. A1)J)l'aisal R - Cos• (Real Esrn1c Only ) -AS$t$$mtm T -<.::ai;bfMatke1

IJ

Page 8: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

N ame of PeJ"son Reponing

L6 1SURE. PET E;R K

D a1 eofRcpo rt

5/111200 5

e ee

A. B. c.

r l r

ireponin g pe: n (ld

(1) (2) ( I ) (2) <I ) Jf not cxcm p l from d i se:lo.. <:u:e

(2) (3) f4)

(C rh1e. Value C1lde 2 COO. I

l'>-.1y CJ-P) I A·H)

73 . JO H NSO N & JOHNSON COM STOCK Oi\• idend T

7 4 . MBNA COR P CO M STOCK Di \•idend T

7; , ME DTRO NIC INC COM STOCK Dividend J T

76. MlCROSOF f CORP COM STOCK Divid end J T

77. NOKIA CORP SPON S ADR FINLAND Dividend SELl VAR

78. OR ACLE CORP COM STOCK None J T

79 . PEPSICO I NC COM STOCK Dividend J T

80. PFIZER INC COM STOCK D ividen d J T

8 1. SYSCO CORP COM STOCK Dividend J T B UY VAR

82. PART IAL VAR

8 3 . TARG ET CORP COM STOCK Dividend J T

84 . R MA MONEY MARKET PORTFOLIO A Dividend T

85. COLGAT E PALMOL IVE CO COM STOCK Dividend T BU Y 1 1).20 J

86. STATE STREET CORP CO M S'fOCK Div idend SE LL VAR J

87. TEXAS INSTRUMENTS COM S TOCK Div idend T

88. WAL MART STORES INC COM STOC K Dividend J T B UY VAR

89. WALGREEN CO COM STOCK Dividend SELL V AR

9 0. UBS RET MO NEY FUND (IRA) D ividen d CLOSE

B c D E

F

J

I (Seie CA>luinn C ) - Uoo l.. V:i lu tc v w :- Esti mtite <.I

FINANCIAL DISCLOSURE REPORT

Page 5of17

VIL INVESTMENTS and TRUSTS ··income, value, trntisc:.tiC)n.$fmcll.l<ks thos oflbc SJXll.lst :11td dependent duldrcn S Pf'l 34.S' of fllin msti\teliom::.)

0.

Desct:ip1ion of Asse.u fntnmc during G oss vall)C a 1 end of Tnm.�:tcUQn$ d1,1Mt reponil J,! pe iod

( ncluding (NSI assets) rcponing pcnod

(;) fltaee "(X)" :'Ifie< each ar&1 exet1:1it Amounl T)'JX Value Value Type. (e.g. Gain ldemil)' <>f from prior disclos.\ir;: W!.:I di\· rent ()( CO<Jc> Mcihod buy. sell. t.1onlb • borcrlselkr

(A·Hl int) (J-P) Code3 tlle�'t(, (ifp<i ·ate(<)-W) redempt•onl 11:u1s:1e1to11)

A J

A J

A

A

A J

A

A

J\ J

J A SELL

A

J

J\ J

A J\

A J

A J

A J

A

I. blComet(fain Codes: A ... $1.000 orlc:ss • St,001-S2,500 -S2,SO l-S5,000 .. ss.OOl·SIS,000 = SIS,OOl-$SO.

IiSoeCob1mns Dl ari<.I L);I) - s;o.OOl-SI00,000 G • SI00,001-$1,000.000 HI -Sl.000.001..SS.()()0.000 J-t2 -Mort lbll.fl $5.000.000

2 Value <.:odes; = $15.000 OJ kSS K = SIS,001-$.10,000 L = SSO,OOl·SI00,000 M • SI00,1)1)1-$250.000

(See Columns Cl :;.nd DJ) N = S250.0CIO·S500,000 0 = SSOO.OOl·Sl.OO<l,000 Pl = S 1.(.100,00l·SS,000,000 P2 ""S.'i.000,001·$25,000,000

P, -SWJ(l0,<l<ll-S50.000.000 N .. Sf\fOl'c: th:m 550,000.000

J. V:ilu t.1k1l)l)(f Codes Q ... Appraisal (< .. Cos• tR<:aJ Esune Only) s - ASSCSSIUCOI T - C:uh/t-itarkt1

u Olber

Page 9: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

NarrlC o f Person Rcpo n1ng

l.EISUR E. PETER K

Date of Rep011

5/1112005

,\ • <: 0.

-- --

f l) ( .!) ( 11 (2) Ill not C"Cempt fJ oin d1sdosm:

(21 (3 ) (4) l 'l """ v.iue ldc:nu1y or

Codc l Cxlc 1 " ' '·} merger, °"' fA·HJ

9 1 1\LCNl'EI . AS 1'1 0M COMPAGNIE AOR (IRA) N o ne J T

92 ARC I I FoR DANIELS MIDLAND CO (lRA) N one SELL I ·S J

93. B A£ S YSTEMS P U: SPO>i AOR (IRA) A Ol\1dcnd T

. RRA. IL TELECOM PARTICIPACOES ADR (IRA) A °' ' Hlcnd T

95 CENTRAIS ELECTRICAS BRAS SA ADR (IRA) 0.\'ldend J T

96 . EON AG SPON ADR SPON (IRA) 01v1detld J T PARTIAL 8 -26 J

97 G RBA r L AK E. C l EM C RP (IRA) Dividend SELL 1·2 1 J

93. lllTAClll LTD ADR NEW JAPAN (IRA) Div idend J T a u v 2 -4 J

99. LOEWS CORI' (IRA) A Dividend T

100 MA TS US HIT A ELEC IND A DR (IRA) A Dividend J T

101 MITSUBISlll TOKYO FINANCIAL ADR (IRA) A O n ldcnd J T

I Ol MOTOROLA r.-IC (IRA) Ot\ttdend SELL

103. NIPPON TELEO & TEL CORP ADR (IRA) 01 .... 1dend J T

PETROLEO BRASILEIRO SA (IRA) Dividend T

IOS. A LTRIJ \ Oll OUP I NC (IRA) A D1v- id end T

106. RF.PSOL YPF SA Sl'ON ADR (IRA) A 01\l l dcnd SELL VA.R J A

107. S IJC COMM UNICATIONS INC (IRA) A 01\ri dcnd J T

IOI. SCH ERINO P LOUGH CORP (IRA) A l>t\tdmd T

�"'l«Wl'ltt'CiJ>llCodn " B c D F.

HJ H)

" 0

0 .. 1occ s T

w

I

, .,.,.

FINANCIAL DISCLOSURE REPORT

Page 6of17

VIl. INVESTMENTS and TRUSTS

<.itoss ,abJe .. end 0( Tr-..lllOl'Sdlr .. , pcnod OitscncM'°""'

(lf'ICtudiqnst -.CCS)

Place ·cxr""'" o.:h asse:1 C'<tmpc Type (c C Value-An'l;Junl T)JI< I< Value c;,,.fr'o111 pn..ir du,IO!lllf� \>uy,Jell Monll'I·Mclh¢JCode I bl:)""er>$Clltt div rent Of Cudt2

Code3(A·HJ O·P> (tf pri\'ate (J·P)dernpt100I 11ansaolio11) (Q·Wl

A

J

J

A

A A SELL

A

A

J

A 2-17 J A

A

104. A J

J

J

.. s1,000 Of le$$ -Sl.OOl·S2.l00 • Sl501·SS,000 • S.$.001-$1 S.000 -Sl5.00l-S5-0.000

(See Cl)lun1ns Bl 11t1<1 [)t) F • SSO.OOl·SI00,000 0 -SI00,001·$1,000,000 SI,000,001-SS.OOO.OOO t.1ort: lh•" $,,000, 000

2 Vain Code' J Sli.OOOorlC'S:I. K SU,OOl•lij0,000 l )50.001-$100,0I)() M SI00,001 ·Sl.10,000

(Sre Columns Cl 11nd 01) S?S-0J)00-S500.000 S!00,00141,000,000 Pl $1,CI00,001-SS.000.000 1'2 -ss,oo0.0014lS,OOO,OOO

I''.\ • m,000.001.sso. ooo. ooo 1'4 SMorc thi'i•> SS0.(1()(), 000

.l Vtllu¢ M d!Od Code$ Apptaisal R Cost (R I t- Onl)'l Asscssmcn1 Cl1 WM11rl:rt

(Sc!e Colim111 (.'2) IJ Book Valut" v 01!! .. f:.stUl)llled

Page 10: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Name o fPe:r"OOO Rcpclf1111g

LEISURE. PETtR K

Da1e of R t'. J>M

Sii 11 200S

e. lncomc d\lnn,i

ftp\ll11 ng pe11od

( I) ( 2 )

r,.,,. (< div l llfl l Of llll )

109 S HERWIN WlWAMS CO(IRA) "-

110 TELfBRAS TELECOMUNIC A BRASIU: IRAS SA A 01\' 1dtnd

11 1 T E LEFONICA SA SPON ADR (IRA) D1vid.:nd

112 TI!LEFONOS DE MEXICO S A ADR ( Ill A) Dividend

113. Miu.EA HOl.DINGS INC ADR (IRA) 01\<Micnd

114 UST INC (IRA) Dl\<ICknd

11 5. VERIZON C OMMUNICATIONS (IRA) Dividend

116 . XEROX CORP (IRA) No n e

117 U8S CASH RESE RVES RJND (IRA) Dividend

11 8. AMER !NTL GROUP INC (IRA) A Oi\idmd

119 C HEVRONTEXACO CORP (IRA) Dlv1<kn d

120.

121. CITIGROUP IN C (IRA) 01v1dend

122. EXXON M0 81L CORP (IRA) D1v1dmd

123. OENL DYNAMICS CORP (IRA) Oi-.1dend

124. Gi;NL ELECTR I C CO (IRA) Dividend

125. JOI INSON & JOHNSON COM (IRA) Dividend

126. MARSH & MCLENNAN COS INC (IRA) D1v1dcnd

I' ----

""-0...Coda A

Coll •

N

p

Q R

L u v °"'"

c.

r cpomng pcnod

( I) ( l)

J T

J T

T

T

I

I T

J T

c

o.

<I)

(2)

lla1.-

l)wy · - >

SEU 1-21

PARTIAL 4-S

SELL VAR

PARTIA L J -2

SELL 1().20

B l!Y VAR

SELL

SEU.. 12-1 5

S ELL 12 -15

SELL 11-15

SEU.. 12- I S

SF.LL 1 2 -1 5

SEU. 10 -18

D

Jf n ot c cmp1 rmn1 d1 c.10M1to

('.l )

Valt>< Code l

J

J

J

J

l

J

J

E

( $ ) G�11n

C od< I (A·H)

tr•�)()l1>

A

A

A

A

A

H2

M

PZ

/\si;es.smCJll

w Estw .. 1cd

FINANCIAL DISCLOSURE llEPORT

Page 7of17

va. INVESTMENTS and TRUSTS

A.

Oder4)(1<M:1 t>f Asstt..s ( nM.:IOOir.g lruS( assets J

Place "(X)" after each assc. cx-cmr11 AmOll!ll rrom pfll()f dtS(;losorc Code I

(A ·H)

ADR(IRA)

A

A

A

A

A

A

A

A

A

A

A

A

A

-=SJ.(IOOor 8 =-SI .OD I· Sl,.j(IO

(Se"' .._ Bl md 0-1) F .-. S:SO.OOL·SI00,000 G -s100.001-s1.ooo.ooo

2 Value: ('odeJ. J -$U,OOO orIm K • SIS.001-S50.000

cSH C'olumn11 Cl and U3) -1250,000-SS00.(100 0 =-$500,00141, 000,000

$2 .5 ,<1(1(1,()(lI ·S.SO,OOO.ooo

J Votuc >-11:-thod Codes Attpr.us11I -Cos1 (Real Ei;rntc 011l)•J

( CcJ1.11ru•C!) HQok V11lue

Gl'\lss vai.: a1 cod o(

V luc Vall)C

Cod<l Meibod (J-P) ("od< J

(Q-W\

J

J

T

-S:?-�1-S.5.000

TrA1�l10M duMt rcpoo_1n@: ptnod

,.)'lie (t. b11)'. ll. Month· mttj."ft.

SELL

SELL

12-15

ss.001-.s1s.ooo

(J-P)

J

J

J

J

J

J

f<\

lc.k1m1y of bu}'Cl11'Cll1Y (1f IW'l\'ltc

A

A

A

A

A

a SIS,OOl·SS0.000

HI .. 51.000.001-$5,000.000 MOft ..... U.000.000

L SSO,OOl·SI00,000 \100.00l-S250.000

Pl SI ,000,001-S5,000.000 ss.ooo.001.s2s.ooo.ooo

P•I Sf\1«c tb,"111 $50,()()(),0(I()

s T <.'1u !Vt.iarl.e1

Page 11: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Name of Perso n Reprnlin g

LEISU RE, PETER K

Datt o f Report

;1111200 ;

v II. INVE S T MENTS and TRUSTS . . m c.ome, value. tnJlSQ!tlOO S ( mclodcs t bo;t of • he .s pouse and dtpel\den1 e h 1 e o . See pp 34 -) 7 o f film mst n 1 Cll <li!S )

o. c.

C rcporung pcnod rcporung puiod

(I ) ( 2J (Ii (2) II) If n oc: cxem1>1 &om dl&clo9.ire (2) (l) C 1I ) (S)

°"" Value c;,., 0:de2 Code: I

MBNA CORP (IRA) D ivulend SELL 4·28

128. MICROSOFT CORP (IRA) Dividend SELL 3-22

1 29. PFIZER INC (IRA) Oi "\•ide nd S E LL 9 -22 J

130. CONOCO PHILLIPS (IRA) A Dividend S W .- 1 2 · 1 5 J

131. UNTO TECHNOLOGIES CORP (IRA) Dividend SELL 11-29 J

132. VIACOM INC B NON VTG (IRA) Dividend SEL L 12·15

133. ALLIANC E CAP . MGT. H UXJ . LP Distribution K T

13 4. FOREST LABS COM STOCK None L T BU Y 1 0-26 K

135. PARTIAL 2 -20 L E

136. TYCO INTL COM STOC K Dividend K T PARTIAL 2-23 J

13 7 CARDINAL HEALTH INC COM STOCK O t \l idc:nd SELL 7.27 J

138. CHE VRON TEXACO CORP COM STOCK Dividend J T

HOME DEPOT I NC CO M STOCK Dividend T

14 0 . LAUDER ESTEE COS CL A COM STOCK Div i den d J T

141. MARSH & MCLl>NNAN COS INC. COM STOCK Dividend SELL 6-17 J

AFLAC INC COM STOCK Dividend J T

1 43. BED BA TH & SE YONO INC. COM STOCK None J

1 44 . CITIG ROUP INC COM STOCK D i\.' 1dend T

A c . 0 E

s -sso.001 • .s100. ()()(}

N

, .. , P4

e Q

u v °""' w -------- ----- - -

FINANCIAL DISCLOSURE REPORT

Page 8of17

A. o.

{)($cnpc1on of ASS LS lueome dun11g Groi;s ''l'tuc <ll encl of Tr111uact1M$ dun11grcpor1111 1>ell0d

(mctudin&tnlSf asseu:)

Place (X)" after udi :isse1 tJtcmJ)1 """""' T>P< (e.g. va1 .. VaJuc Typ< (<r 1denr1tyor from pnord1sc.los1¥t> Cod< I div renl ()f Codd ,\1i:tho<I buy. sell. MoBtb · buycr'.selkr

(A -H) in1.) (l·Pl Code3 meri,:tr, l)'.;i.y tJ-P) (A·H) (1fpnva1t (Q-Wl redcrnpuonl lt:lnUCbQll)

127. A J A

A J

A

A

A A

A J

B

SELL

A SELL

A

A

139. A J

A

A

142. A

T

A J

lncomeiGain Codes: • Sl.000 orless B • Sl.OOl·S2.SOO • S? $01·$5.000 -SS,001-Sl.S,OOO •Sl!i.001..$$0.000

iS.. Corumns Bl and IJ.I) - $30,001·.SIOO,OOO G = SIOO,OOl·SI ,000,000 HI SI .000.001-SS.000.000 w - M<>tt tbaa ss.000,000

2 Va!cie Codes· -Sll.OOOorlt s K -Sl5,00l·S>0,000 L " SIOO.OOJ-S250.000

(See C1>l.m1t1s C l and OJ) •mo.ooo.ssoo,ooo 0 =SS00.001-$1,000,000 Pl "SI.000.001-$5,000.000 P2 - SS.000,001-$25,000.000

S.25.00Cl.001-S.S0.000.000 S-Morc lh.in SSO,OCIO,OCIO

:i V:ilue 4etbod Cod s Appr.u�11I R ... Cos1 (Rca1 E1m1tc Only) s AUc::ISl!leill T .,. C:ii;W't.iarl.:el

(See Column C?) Book VAl\lc Lstunatcd

Page 12: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

N ·:uu c o r Pt\"SOI\ Reporti1\t

LEISURE, PETER K

Ualc of Kcport

; 11112005

- income, v: 1t1 , 1rnni;c;a1 1()fl $ ( mclOO.Cs those of tlt e sp o us e :md 4¢ peDdcnt c hiklrco. S ee pp. J4 .57 of li lin g insuuc1jo0.s )

l1 *1m.s p.:: OIXI

(I) ( 2)

mc

int)

DELL COMPUTER CORP COM STOCK None

COCA COLA CO COM STOCK None

147 . FTRST D ATA CORP COM STOCK D i vidend

14 8 . LOWES COM PANIES I NC COM STOCK Dh • idend

149. MARSH & MCLENNAN COS INC COM STOCK Dividend

ISO. PROCTER & OAMBLE CO COM STOCK Dividend

IS I. UNITED PARCEL SER VlCE INC CL B COM Dh 1 idend

UNITED H EALTH GROUP l NC COM STOCK Dividend

153. JM CO COM STOCK Dividend

1 54. BAYERJSC HE H Y POTHE K £N UNO SPON ADR None

155. BELLSOUTH CORI' COM STOCK (IRA)

156. BRISTOL MYERS S QUIB B CO COM STOCK

DUKE ENE RGY CORP COM STOCK (IRA)

1 58. FORD MOTOR CO NEW COM STOC K (IRA )

GV\XO SMITH KLINE PLC ADR (IRA)

160. JP MORGAN CHASE & CO COM STOC K (IRA)

KROGER COMPANY COM STOCK (IRA)

KT CORP SPON ADR (IRA)

l

Dividend

Dividend

A Dividend

Dividend

Dividend

A Dividend

None

Dividend

--------------- ------

c . o. $

reporrint; pen<ld

\I) ( l ) <I) II •)()t e ll empl 1roo• auclQSl.lft

(2) (l) e Va lue

Code 2 Day

J T BUY VAR J

SELL 3-3 J

SELL VAR J

J T

SE J.,L 9-3 J

J T

SELL VAR

J T PARTIAL 11 - 2 J

J T P ARTIAL 7- 20

J T

T

J T

SELL. VAR J

J T

T BUY V A R

J T PAATIAL. 9-14 J

J B U Y 12. 1 ; J

J

\I.' l:.su1ni:11cd

14)

Code I IA· M)

A

___ J

FINANCIAL DISCLOSURE REPORT Page 9of17

VII. INVESTMENTS and TRUSTS

;\. H.

Description of As::se-1s nc\lme dutitig:

{meludm·g trust )

Place "(X)" uftet e.11ch assc1 o:cn\Jlf A ount Typ< (e.g.&¢m prior <.!is losuf< C«le I dtv rent or

(A·H)

145.

146.

A

A

A

A

A STOCK

152. A

A

(fRA)

(IRA)

157.

1;9,

161.

162.

I. b>1;C111l 3io Codes: A -SJ.0000C'ltS!>

1SeeC o umns BI and U4)

2. Value: C:ode$.­

tSec.Corumns Cl and D )

f' -SS0.001-$100,000

• SIS,000 01 le$$

N ... S250,000.S5(10.000

l'l -S25,000,001-S50JXKl.{)()()

A

A

A

A

A

tl -s1,<l01·S2,.!i00

0 -St00,001-Sl,000,000

K Sl5,001·$SO,OOO

0 • SS00,001-$1. 000.000

J V:ih.w: MelhodCot.le:; Q -Appra1:1al R Cost (Reale:s. c Only)

(Soe Colunm C2) U "' Book V:Lltae V "'Olhc:r

Cr<>$ \'ll.luc a1 ood of Tr:iosactiofls duri ng1ep�111me P«"•Od

V:tluc Valu Type (e.f=:. Datt Code2 Method buy, sc:ll. ,..lonlh • (J·PJ COi.ie 3

(Q-W) rnc r. redemptirn1)

<J·P)

J

SELL

J

SELL

J

J J

SELL

T

T

C •S2,501·Sj,OOO 0 -S.S.001.$1 5,000

HJ ..Sl.000,001-S;.(loo.ooo Hl -MCJrt! tl n SS,000.0(lO

L -SS-0,001-$100,000 t-·1 SIOO,OOl-S2S0,000

Pl -Sl.000.001·$5.000.000 !)2 -SS,000,001-525.000.000

P4 Sf\olorc than SS0.000,000

S • As::;C$$ll1Clll T .. Cash/i\iar1'e1

(5) Gain lc.kntiry or

bo)"Crlsdlcr (ifpn\':llc trat1saction)

A

A

A

A

A

A

E -115,001-SSO,OOO

Page 13: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

...

163. L U CEN I' TECHNOLOOIES INC COM STOCK

164. M I Cl ON TECI INOLOGY INC COM STOCK

) 65. SAFEWAY INC COM STOC K (IRA)

166 SUMITOMO MITSUI FINANCIAL (fonnerfy BANKING) CORP ADR (IRA)

167 CISCO SYS INC COM STOCK (IRA)

168

169. C ARDINAL HEAL TH INC COM STOCK (IRA)

170. H B W l.F.TT PACKARD CO COM STOCK (IRA)

171. NEXTEL COMMUNICATIONS INC Cl A (IRA)

172. PROCTER & GAMBLE CO COM STOCK (IRA)

173. SOUTlllVEST AJRUNES CO COM STOCK (IRA)

174. T ARGF:T CORP COM STOCK (IRA)

175. KIMRFFU. Y CLARK DE MEXJCO ADR

176. ACE LTD BERMUDA ORD

177. B ECTON l)ICKINSON & CO CO M STOCK

178. DEVON E N 8 RO Y CORP NEW COM STOCK

179. HCA INC COM STOCK

180. MBNA CORP CO\I STOCK

.....,a B

c 5"

V ;i) l)ll

I cSoo N

t• I) v

Name o r Pcrwn Rcpmt1ng

LEISURf, l' TER K

8. c . ._ ....... ........ pm..Jd ftpOfllll@

(I) (?I (I) (2)

T)'f)< \<<. Cod<l

"'l)

None

None

Nao•• J T

Dividend J T

None

01vidcn d

A Dividend

None

Oivldald

0.wdend

o. ... 1dcnd

e Dividend K T

Div iden d J T

Ow idcnd T

Ot\• idcnd T

Dividend

A Oi\ldmd T

c I · S 5 ,

D •

O a1 e of Rcpon

51111200>

Ill Ir m e<ernp1 fi'om ddc:kio5tn

()) f<) (S) V.1lue Vain

Codd C odt I m«iter , (Ml)

SEL L 1 ·16 J

SELL 4 . 5 J

BUY 2·3

BUY 1).14 J

SELL VAR

SELL 1·23

SELL 12·1S J

SELL 1·12 J

SELL 12-15

SELL l l · IS J

SELL 7-1 J

Sat. 10-13 J

0 c

N

s

"" --- I _,

FINANCIAL DISCLOSURE REPORT

Page 10of17

VIJ. INVESTMENTS and TRUSTS

Octcticit.on or llllC:hlicbtc trust UKD)

Plll(.C (Xl" after e<Kll �S.SC:I c:..:c:mp< from Pfl(lt d11cl(l5un

(IRA)

(IRA)

... coo.. A -s 1.000 Of les.i

(\1hu11ns fl I 1111<1 l).I) sso.oor.s100,ooo c

CodtJ i1;,ooo orlCSJ K

Columnt Cl and 0') 12S0,000- 500.000 0

.,, S25,000.00I·SS<> ,000,000

.l. Vall.kl 1clhod Cock:11 App1&1!1al R

(SQC Column C:?) Book Valt1e

GfOS$ '- llC at cod of

""'°""' Value. V.11 COOc I Jw 1cn1 or r..1c1hod (A.f (J·PJ ('ode l

(Q.W)

A

A

A

A

A

A

A J

A J

A

J

•Sl,OOl·S2JOO -S!,50 000

- s100,001.s1.ooo.ooo HI : Sl.000.001-SS,OOO,OOO

• SU,OOl·S50,000 L , Sl0,001-SIOO,OOO

SS00,001 .$1,000,000 Pl -Sl.OOO.OOl·SS.000.000

r,........., 'qll(lnlllf rmoo

(2) T)'J)'C! ('I 0.•• ldenUt)' of bll),Sdl. Month· bc,.-er;'..t:ller

r><oy (/•P) (If pri'o'alC rrdcmpt1011) lJMstlCCIOO)

A

A

J

J A

J

A

A

J A

A

U,001-Sll,OOO -Sl$.,OOl-S5-0.0C<>

Hl - Mott lhan $t000.000

M 100.001..12,0.000

P2 • S .000,IJQl·SlS,OOCl.OOO

M«t thru1 SS0,000,000

r (Ro11l l: Hlle Only} .. Asi;es:.1m:11l T CaJtl?--ttirkcc

.- Othe1 E.snmatcd

Page 14: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

N a me o f erson Re.poning

LEISURE , PETER K

Oa1e f Rep0\1

511112005

A ,

MICROSOF T CORP COM STOCK

TAR OET COR P COM STOCK

183. WASH MUTUAL INC COM STOCK

184. ANHEUSER BUSCH COS INC COM STOCK

1 8 5 . OAN NF,11' CO COM STOCK

186. GOWMAN SACHS OROUP JN C COM STOCK

187. INTEL CORP COMSTOCK

18S. KOHLS CORP COM STOCK

1 89. MOR GAN STANLEY COM STOCK

1 90. AMER INTL QROUP INC COM STOCK (IRA)

191. UB S BANK USA DEP A/C (IRA)

192 . ALI.!ERTSONS INC COM STOCK (IRA)

193. DAJML 6RC HRYSLER A G ORD (IRA)

EL PASO CORP COM STOCK ( IRA)

ELECTRONIC DATA S Y S CORP NEW COM

196. TNQ QROEP NV NL SPON ADR (IRA)

KONINKW KE AHOlD NV NF.W SPON ADR

198. MARKS & SPENCE R GROUP INC SPON ADR

n

od

•• c. 0.

n:portmg pcn od reponil'lg pctiod

(I) (2 ) ( I \ (2) II\ II 1)()4 c. cmp l froo1 disclosure

(l) ( 3 ) r<\ ( S) r,.,,. "• V a lue

Code I mt) (A ·ll)

Divide nd T

Oi\'idend T

J )ividend SE U , VAR J

A Dividend J T BUY 3-3 J

D iv ide n d T

Di\c idend SELL VAR

Dividend T

None- SELL 2 -13 J

Dividend T

Dividend L T

Jntetes' L T

Dividend T

Dividend T

Dividend T

Div idend T PARTIA L 11 ·30 SE LL

Dividend J T

None J T

Dividend J T

_____

VIl. INVESTMENTS and TRUSTS 1n<:oine. value. uans"°'tioBS

lde111it)

A J A

A J

A J

FINANCIAL THSCl�OSURE REPORT

Page 11of17

- lut(;ludcs tbo.s.coftbespouseand depende1\I ehildre1i See: pp. J4-57 of film u1.Stn1«ions.)

1)cscnpelo11 01· Assets (including l•'USC 11$5C )

Place (X)" aftercach asset cxemp1 lfom pn(l( dl.S(;IOSU

I 81.

182.

194.

195. STOCK(IRA)

197. (IRA)

(IRA)

I . Jncornef<iaw Codes.: A .. Sl,OOOorles.s

(St:c Columns 81 a d L>4)

l, Value C es: (Sc C: 111r11g C l and 03)

F • s;o.001-s100.ooo

=Sl!i.000 orless

N .- S!:'i0, 000-$500,QOO PJ. ,..S2S,()00,001 ·S;o. ooo.ooc>

Q =l\ppt'.li,ial

l.nCOll)C during Ura!!;; '':1fllc :,.I endof Trt11lSt1CAim1 dunntt 1cpo111og perio d

Amouot Value VaJue Type (c. . DlllC, Ge1m · of Code I div rent. M Codc2 Metho:l \>ti)'.sell, Month· Code2 buycri$tllct(A·H) (J·P) Code 3 IDefl,"Cf. Day <J·P) (ifpri\'<itc

(Q-W) redeinp1ion) transncti011)

A J

A J

A

A J

A

A

A J

A J

A J

A J J A

A

A

a -s1.001-s2,soo C =S2.501·S:>,OOO 0 =S>.OOl.$fS,OOO E =$15,001...S.SO,OOO

G •$100,00l·Sl,000.000

K .. SJS.OOJ-S50,QOO 0 =5500.00l·Sl,000,000

HI -s1.<.100.001.ss,ooo.ooo

L "'SSO,OOl·SI00, 000

Pl - Sl,000.001-$).000.00CI P.i SMt>J thru.l 150.00Q. OOO

R -Cos:! (Real l:$U!H Only) S A;i :<smcm

H2 =More lfi:rn $5,000,000

M - IOO,OOl·S:250. 000 P2 - S5.000.00l·SlS-.000,000

3. V:ilu Method C<1<le$ (See(;Qhunn C.:!) U - Hook Value v =Otber \I/ -Estimated

Page 15: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Name o r P erson R c p0r1ing

f.,EJSURE. PETER K

Date of Repon

5/1112005

vn. IN"VES11v!EN1'S and TRUSTS - incon.e, va hle l r.u! Sc-.<lllOns f uu: .J\Kks tbost of1J1 c .SPO ii.SC and d.:-p.?.lldent e luldrcl) Sec pp. 4-57 of film j1u.n1ct f!lf15.)

B.

rcponrog. penod

( I ) P l

199. ME R CK & CO COM STOCK (IRA) Dividend

200. NESTLE SA SPONSORED ADR (IRA) 01vidend

201. TELECOM IT ALIA SPA ( I.RA) Di · idcnd

TENET HEALTHCARE CORP COM STOCK None

2 03. UNILEV E R NV NY SH S NEW (IRA) Dividend

204. VOLKSWAGEN AG SPONS ADR (IRA) Dividend

205 . ABB OTT LABS COM STOCK (IRA) Dividend

2 06.

2 07 . BANK O F NY CO INCCOM STOCK (IRA) Dividend

208. COCA COLA CO COM STOCK (IRA) A Divi dend

209.

210 CVS CORP COM STOCK (IRA) A Oi\•idend

DANAHER CORP COM STOCK (IRA) Dividend

2 1 2. DEVON ENERGY CO IU' NEW CX>M STOCK Dividend

(IRA)

EMC CORP MASS COM STOCK (IRA ) None

214. JNTL B USINESS MACH COM STOCK (IRA) Dividend

JP M ORGAN CHASE COM STOCK (IRA) Dividend

216 LOWES COMPANIES COM STOCK ( I.RA) Div idend

B

N

Q

u Book Vt1lue v ----

n.

r cpondlg ptnod

( I ) (2) fl) t not e c mpl from d 1 scl os:ur?

Code.2

T

J T

J T

T

T

J T

(J)

V :1Ju c Codo2

Day

BUY VAR J

B U Y VAR J

BUY 4-29

SELL 12-15 J

SELL 12-IS

BUY 1-12

SELL 7- 29

SELL 12-IS J

SELL 4-30

SELL 8-30

SELL VAR

S ELL 1 2-1 5

SELL 12-IS J

SELL 12-IS J

1 4 }

Cc xl e I IA· H)

A

A

FINANCIAL OlSCLOSURE REPORT

Page 12of17

A. c. l.ooome dunng Gros• ,-aJ1ae a1 end of 1·r3�11ons dUJ'lfl!r<'pomnj!: ptnod DescripcM,)11 of A�u

(1ndl>ding m.sc assets)

Place: "(Xl" after cad! as t exe:l!'lpl Amoum r,.,,. (e.8frQm pnQI' disclosure Code I div. rcnL or

(A·H) inL)

A

A

A

202. (IRA)

A

A

A

A

211. A

A

213.

A

215. A

A

V3lue Va.Ille Me<bod

(J·P) C:ode J (Q-W)

J

J

J

(21 Type (c Date: buy, $tll, Month. mc r. (J•P)rt:denljltl()n)

J

J

J

J

J

J

J

J

($)

Gwo ld.::nutyof b\lycf!$Cl r (if pri\'31IC transacuon)

A

A

A

A

A

A

A

- s1.001-s2.soo C = S2,501-SS,OOO D • SS.OOl·SIS.000 E -SIS,001-S50,000 1 . lncomtfGam Codes: A = Sl.000 or les.s

(Sec ColuttW BI 11t1d l)f) F s SSO.OOt·SI00,000 G • SI00.001-$1,000.000 HI - Sl,000,001-S5.000.000 fU '"' MOfC 1han $5,000,000

L -SS0.001-SI00.000 M •SI00,001-S2$0,0002 Value Codes-' J $1$,000 01 ftss K •$15.001..SSO,OOO

(Set Cotunw CI ;uxl D)) -S25Cl,OCIO-S500.000 0 .. s.soo.001.s 1,000,000 Pl =SI .000.001-SS.000.000 r2 - ss.ooo.001-s2s,ooo.ooo

P3 ...S25,0<IO,OOJ-S.>0.000.000 P.f -$]\' than S 0.000,1)00

.l. Value Method Cl.xk!5 Af)pi'lldal R .. CoM(Real Utnte Only) S .. Assessment T Oi:.��111tte1

(See Column C:?) -Other \ll - ced

Page 16: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

A.

OMNICOM GROUP COM STOCK (IRA)

2 1 8.

219 ST PAUL COMP ANlES COM STOCK (I RA)

220.

221. T I ME WARNER INC COM S TOCK (IRA)

222. US BANCORP D EL (NEW) COM STOCK (IRA)

223. AMAZON.COM COM STOCK

224. BANK OF AMER CORP COM STOCK

22 5. CALAMOS STRATEGIC TOT AL RETURN FUND

226. KAYNE ANDERSON ML P INVESTMENT

227. NASDAQ I OOSHAR ES

228. FANNIE MAE COM STOCK

229.

230. AME R INTI.. (; ROUP INC COM STOCK

231. BP PLC SPON A.DR

COMCAST COR P COM STOCK

233. CVS CORP COM STOCK

234. DELI.. fNC COM STOCK ( X )

Naine of Person Reporting

LEISURE. PE'rER K

c.

rcpQr'lln i,t pcnod rc porung pe nod

(I) (2) e n 12)

Tn>e

IJI ()

Dividend

Di v idend

None

01v1dend

None K T

B Dividend K T

A Dividend K T

B Interest K

A Dividend K T

A Dividend

Dividen d T

Non e J T

None T

Dividend T

None T

-- ------

lnoomc.'Gaan Ccxlci D c

t<

Date o f RepQrt

511112005

II) II n ot e xcmpl tfom dt5'1osure

12> (}) DalC Valu<

bu)', sel1. Co<I< 2 r r . °"'

BUY J.17 J

SE LL 12-15

BU Y 1 - 8 J

SELL 10-20

SELL 12-15

SELL 12·1 5 J

BUY 4 -5 K

BUY J.19 K

B UY 3-25 K

6UY 12-14

BUY 3-19 K

BUY 3 -19 K

SELL 9 -27

BUY VAR J

BU Y 12- 7 J

BUY VAR

BUY VAR

C4 )

Code I

P3

Q s

co1u ... u v "

--- ----

FINANCIAL DlSCLOSUR€ REPORT

Page 13of17

VII. INVESTMENTS and TRUSTS

Dc:stnp1'°11 of Asstts

iineluding truU aurts)

Place ·(X)" aftereach asset c"tempt frQm pnor dl$Ck:>$urc

217

232.

B. lDComcduring Gross \'lllm!' at end or

Amt>unl (c !L Value ValtK Code I div te:nl or Cod< 2 ,..fe1hod (A·H) lJ•P) C'odc 3

(Q·"�

A

A

A

T

A J

J

A J

J

I A • SJ.000 or less -s1.001-s2.soo -S:?.501-SS,OOO

(SeeColumns 81 atid D4) F • S50.00l·SIOO,OOO G =SI00.001.$1,000.000 HI =Sl.000.001-SS.000.000

2. Valve Codes -SIS.000 or less K =Sl5,001.$50.000 L =Sl-0.001.SI00.000

rSte Coltinw Cl and 03) ... S2s<>,OOO-SS-OO.OOO 0 • $500,001.Sl,000,000 Pl -St.000.001-ss,ooo.ooo

o. Tr111uact1oosdurmg rc1)1)11in$ 11<:nod

Type (e.�. Month·

(J·P)rcckmp1"1n)

J

J

J

L

K

J

J

D • Sl,001-SIS,000

H2 .. Mott than SS, 000,000

f\.1 1100,001-SlSO.OOO

P2 =.ss.ooo.001 s2s.ooo.ooo

(S) Gam ldmtiry of

buyer'selkr11\·H) vrpn\'lll('

lta$CC1on)

A

A

E •SIS,001-SSO.OOO

s2;.ooo.001.sso,0<><>.ooo P< SMorc tlnn S50,000.000

.l V:•lui.: Mediod C<idts l\Wf111$al R ,,. Cos.1 (Rea! Esu11e (Mly) A>=.smcn1 1 • Cash/Markc1

(S.. C2) Booli VaJut ..., Ot11c 1:.sem..1

Page 17: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Name of Person Rcponing

LEI SURE. PETER K

Da1c o f Rcpon

511112005

- income-, \•; d ue. l!tlnsc:uions h11Chldc s lhose of the s poiM Slld 4iepcodent c h ildren See pp, 34-57 of 6hog lll S truelions. )

o. c.

c iu

rcponing period rcpoo.iitg 1:1tri<>d

( I ) (l ) m (2)

.. • ,,, ,,

235. INTELCOR P COM STOCK None J T

23 6 llANK OF NY CORP COM STOCK Di .. •idend T

237 Lll.L Y EU &. CO COM STOCK Dividend T

M£DCO HEALTH SO U J'l'IONS COM STOCK None J T

239. OMNICO M GROUP COM STOCK Dividend T

2 40. WEU.S FARGO &. CO COM STOCK Dividend J T

24 1 CORNING INC COM STOCK ( IRA) None K T

242. FOREST LABORATORIES COM STOCK (IRA) None K

243 . FREESCALE SEMICONDUCTOR INC COM None J T STOCK(IRA)

244. USTARCOM. INC COM STOC K ( IRA) None J T

245. 11.BN AMRO HLDG NV S PONS NETH.ERL.ANDS A Di\'ideud T

246. A E GON NV ADR NY SHS NETHERLANDS (IRA) D i vidend J T

247. AKZO NOBEL NV ADR (IRA) Dividend T

248. BANCO SANT ANDER CENTRAL H. ISP ANO S.A. Dividend T

Sl'ON ADR (IRA)

249. DEUTS CHE TELEKOM AO DE ( IRA) (X) None J T

250. FRANCE TE L ECOM S A SPON ADR (IRA) Div idend J T

FUJI PHOTO FI LM ADR NEW JAPAN (IRA) A Dividend J T

252. G ENl. MOTORS CORY COM STOCK (IRA) Dividend T

(I) ff not cx-emp1 from &;sciosutt VI ( 4 ) ( S)

O..e va1 .. Gain bvy.sel Codo2 Codd

[ny (A·H) m

B UY ) 2 · 17

BUY VAR J

a UY VAR J

BUY VAR J

BUY S -18

BUY VAR

llUY 1 -30 K

BUY 3-1 9 K

SPIN OFF 12-2 J

BUY 1- 30 K

llUY 4-7 J

BUY VAR J

BUY VAR J

BUY 3-1 J

BUY 9-2 0 J

BUY 4-14 J

BUY 12 -8

-------

FINANCIAL DISCLOSURE REPORT

Page 14of17

VII. INVESTMENTS and TRUSTS

A.

l) i;c;r peion or Assets lnoon.e dumig Grou\'<tluc ot end of

h eluding tl'Usa a$i;cl.$)

Place ·(Xl� fler cac:h asset c1Ccmp1 A""""'' Tw< (• g Value Valllc ftom poor di:sc cu: Code I & rnll. OI Codcl Mel hod

(A·•O (J-P) Code 3 (Q-V.

A J

A J

238

A J

A

T

J ADR(IRA)

A

A J

A J

A

251.

A J

I lnc 'G2in Codes:

fSccCotumn.s Bl and.,.)

A •$1.000orless e -s1.001-.S2,$00 c -s2,.so1-ss, ooo

1- -!50.00J-$100,000 (; - S!OO,OOl·Sl, 000,000 HI - Sl,000,00l·S5.000 .000

2. Vahx Codes

(Stt Cobmns Cl and D3)

=- SIS.000 or IC$$ K .. SJ.S,OOl·SS0,000 L =- sso.001..s100. ooo

N -S2S0,000-5.500.000 0 - SS00,001-Sl, 000.000 PJ s:1.ooo.001.ss.ooo.ooo

o. Tri11n11i.ctio'" dunng rcpon:in.g penod

(2) Type {tit- lda>O<r of

tooth. buycr'sc1kr mttger, (l·P) (1fpt1\•:l.!ercdc plJon) lr.l�t1on)

J

J

J

J

o =Ss,001.m.ooo E •m.001.sso.ooo

H2 •,..�c:lhat1 ss.000.000

M = SIOO.OOl-S2SO.OOO

P2 = SS.000.001..$25,000,000

I'� -S25,000,00l·S50.000.()()(} P·t SMore tb<ln S.S0,000.000

.l. Value �4cch00 C:ode.s

(See Col111rul Cl)

Q =Apprnu:al R .. Cos1(Real Escillc Onl\') S -Assl"»rnetll

U "Book v.iue v =-Odle.- W l:.sumatcd

1' -C:t.Sh!Markcr

Page 18: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Name or l'erso n Reporting

LEISURE, PETER K

D at e of RC?Ort

511112 005

A. It

1

( I ) ( 2)

lnl.)

HEINEKEN NV ADR NETHERLANDS (IRA) Dividend

25 4. H ElWLETI' PACKARD CO COM STOCK ( IRA) Dividend

255. J . SAINSBURY PLC SPON ADR (IRA) Olvidend

256. LUKOIL OI L SPON ADR (IRA) Dividend

251. PFIZER INC COM STOCK (IRA) A D ividend

258. PORTUGAL TELECOM S G PS SA ADR (IRA) Dividend

259. TOYS R US COM STOCK (IRA) (X) None

260. ZURICH FINANCIAL SV CS (IRA) (X) None

261 . CEMEX SA SPOMS ADR (IRA) Dividend

262.

263 . REUTERS G R OUP P J..C (IRA) (X) None

264. B ElST BUY CO COMMON S TOCK (IRA) Dividend

265

266 . BIOGEN IDEC COMMON STOCK (IRA) None

267.

26 8 . CIG NA COR P COMMON STOCK (IR A) D ividend

269.

270 . EASTMAN KODAK CO COMMON STOCK ( IRA ) Divide nd

OOtCIGamCodes 8

( Columns F

K

( See (;olul M C'.?J u c 8ool; V;iJ v Othotr

c

c.

rcpo mna: pcrtod

(I) (2)

J T

T

J T

J T

J T

J T

J T

T

D. i

Ill u nor e.'e m ?' ff om d 1 scklisure

(2) (J) « l Type (e g Va t u e Q,m btif, 9ell, Cod•2 Code I umer.ser, Day

BUY 3 -1 7 J

BUY VAR

BU Y 3-18

BUY 1-22

BU Y 10- 18

BUY 2-11

BUY 1-26 J

SELL I2-01 J

SELL 2-1 8 J

BUY VAR J

SELL 12-15

BUY 1-16 J

S ELL 5 -4 J

BUY VAR J

SELL 12-1 5

BUY V;\R J

D F.

s T

\\'

FlNANCIAL l)JSCLOSURE REPORT

Page 15of17

VU. INVESTMENTS and TRUSTS - tntoine, valnc. trntlSc.1IH)I\$(inG.11.>des those ofd)t spouse .i1xl dependent eluk.h-cn $eepp J.I.j 7 oflilmg UlStntetion:s.)

Oe$cnpt_100 of As:sels lnooioeduring

(1 11elud1t1g M.ISI �$) rcpon1t1g perlod

Pbce ..cxr :ifter c�b as.sci cxcmpc Am<l<mt 1'n>e (C.f!.from prior ilisdo&.mt Code I div. rent t11•

(A ·Hl

253. A

A

A

A

A

A

A

A

A

A • Sl,000 « kss -Sl.OOI-S2,500

81 and l>4) .. SS-0.001-$100,()()() G •SIOO.OOl-$1.000.000

2. Value Codes.; .. SU.000 orlqs SIS.001-$.SO,OOO

1SeeColumns CJ �rA D ) N -S2.50,000--S500.000 0 .. $500,00l·Sl,000,000

1)3 -S25,000,001-S50,000.000

3. Value Melbod C<Xlc Q -Appraisal • -Cos,1 {Real Esrnce Only)

(;mu '-atiic eDd of

Value Value Code 2 Mclhod (J-P) Codc3

(Q-Wl

J

J

-S'.l,501-s.l,OOO

HI • S1.000,001-S5,000,000

L = SS0.001-SIOO.OOO

Pl = s1 ,000.001-ss, ooo. ooo

Tn11w1«ioos dur ng (tpOrtln! penod

\S) Da1e: ldenmy of Month· b yc1!. lkr

(l·P) <A·li) (Uprh·atcredemption) lt11n�Ch0:11)

J

J

J

J

J

A

A

J A

A

J A

•$5,001415,000 -SIS,001-SSO.OOO

1-11 •Nore th3n S.S,000,000

M SI00.00 l - S 150.000

Pl •SS.000.001-$25.000,000

PJ -St-.1.«c than 150,000.000

-A ;:smem (.;'.;ish/f'.\wi:CI

-Esumattd

Page 19: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

Name of Person Rt-l)Ort in g

LEISURE. P ETER K

Dale o f Rc1>o r1

511112005

vn. INVES ' f MENTS and TRUSTS .. lm: q m e, value. transc.at ions ftncludts 1 ho of 1l1e Spouse and dcpcOOeru d 1 i kirto. See pp. ) 4-5 7 of fili ng i nstn1a ioos)

A. a. c.

(I ) /l) ( I\ (2) "' Ii' noc exc mp1 irom u1 sc o e

r( 3) i 4 l \ l )

iValue

00}·. sell. Co&: 2 Cod d l>•Y (A·H) t

271. S ELL 12 · 1 5

272. E CHOSTAR COMM Ul-nC ATION COMMON Dividend BUY 11-18 .I

S6 L L

274. F ISER V INC CO MMON STOCK (IRA) N o ne B UY VAR J

SELL 12·15 J

276. FO REST LABORATORIES COMMON STOCK None BUY VAR J

277. SELL 12·15 A

27 8. GOLDMAN SACHS GROU P COMMO N STOCK Dividen d B UY V AR

279. S ELL 12-15

280 . INTEL CORP COMMON S TOCK (IRA) ( X) Di v idend BUY 3 -24

281. SELL 9·8 J

2 82. JOHNSON & JOHNSON COMMON STOC K (IRA) Divide n d B UY 4-29

283. SEL L 12-IS

284. LUCENT TECHNOLOGI E S COMMON STOCK None BUY VAR

285. SELL 7-29

286. MCDONALJ)S CORP COMMON STOCK (IRA) O i \•idcnd BUY VA R

287. SELL 12·15

288. MOTOROLA CORP COMMON STOCK ( I. RA) Div i dend B U Y V AR J

... $1,000 or kss B c D

F

N .. $ 1, 000,000

Q s T

( $e e Cohmwi C 2 ) u 0ook V : d1>C v Olhcr w

FINANCIAL I)ISCLOSURE REPORT

Page 16of17

o.

Dcscripuon ofA.'ISClS Jncome d1.1rins Gn.'$� wetuc a1 c1\d of T'r:ui,(;;lcUQns d<1nnt,:tcponi•l!l, 1>enod

(UKIUdtng tnlSl assets) 1cpcn1ing period reporting pctiod

Place "(X)" 31ie1 eae.h a ssct exeinpl (2)

from pr or disclosute Am()unl r,.,,., (e. Value VaJut Type (e g D<11 · Gain ldenUt)' of Code I div. tCIN Cll' Codc 2 MethOO >.4onlh • bU)'Ca'fSCllef (A ·HJ inl.) (J-P) Ccxk3 n-.erger, (J-P) (tfpnva e

(Q-Wl redcmplion) tran:sae1ion)

J A

A STOCK(IRA)

273. 12-IS J

275. A

(IRA)

J

A J (IRA)

J A

A J

A J

J A

J

(IRA)

J

A J

J A

A

I. b100mclG1Un C«les,: A •$1,001.$2.500 • S2.SOl-$.S.()()O ... SS,00 l·SI S ,000 .. s1s.001.sso.ooo

(See Co luows Bl and J:M) = $50.00J.$100,000 G =s100.001.s1,ooo,ooo HI =SJ,000,001.SS,OOO,OOO H2 =More lhan $.S,000,000

2. Value Codes; = $JS,00(1 Qf le» K =SJS,OOl·S>0,000 L =$50,00l·SI00.000 M "SI00.001.SlSO.OOO

(See C.olumos Cl :ind 03) = S250,000·$s-O<l,000 0 =S.500,001 P l = SI.ooo ,oc11.ss,ooo,ooo P2 - 55.000,001-S2S.OOO,OOO

I)'.\ S25,000,00l·S50.000.()()() l'4 -SMort thnn sso,000.000

.l. V01lm: Met.hod Codes APJlflllJSal R .. Cast (Real Estm:e Only) - �\('.Ill Cu.s hl}\•l(llrke1

• E.sunll'ltcd

Page 20: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

N a m e of ? e,r so n R e porting

L tlSUR . PETER K

Dal e of Repon

S/11/ 2 005

rq><.lf'llll!! pcnod

( I) ('.? )

m

ln l )

289.

290. Q UEST DIAGNOSTICS COMMON STOCK (IRA) A Oi\'idc:nd

2 91.

292. TEXAS I NSTRUME NTS COMMON STOCK (I RA) Div iden d

293 .

A ... $1 ,000 or IC$$ B

F

N

f> S

n

(See Colum n C2) u ll<.J<lk Valt1c v

c.

reporting pc.riod

(I\ (2) fl \ If not e:.xemp1 from disclosure

(2) (.l)

Co<le2

S ELL 1 2- IS

BUY VAR .I

SEU,

B U Y VAR

SELL 6-24

( 4) , 5) Cam Qxlel ( A·H)

I Estimated

FINANCIAL DlSCLOSURE REPORT

Page 17 of17

VII. INVESTMENTS and TRlJSTS - t0001ne. va1u.e. u11usc:uions (incltldes.Lhose of the Spouse anddepeodcm duldren See pp. 34-57 offilmtinS1ruellODS.}

A. B. lneoine during

Dcscrip1ion of Assds (including truss asse<s)

Place "{Xr after eat:h assei e.'<emp< A oun1 Type (e._g.&nm prior di�do:Mt� Code I dw fctlt or

(A -fl)

A

Gross w1luc a1 ct1d of

Value Value Codc2 Method (J-P) Code 3

(Q·W\

D. Tr:msxuons ch..irint= r¢poning period

Type (e.g. Da1e: Value buy, sell, Monlti· m"'"· fedetnr>1;m1)

J)ay (J-P)

J

12- 15 J

J

J

ldcnlityof buyet/seller (if1>nv:\te transaction)

A

A

I. lt1oome/G:i.in CA<lcs:: • Sl.OOl·Sl.SOO

(See Colums 131 :it1d04) $50,00J-1100,000 () - SIOO.OOl-Sl .000.000

2. ValtM: Codes: J ... $1;.ooo01 i.::1 K .. SI S,001·$.SO.OOO

(Sec Cl\lumns Cl 311d DJ) -.mo,OOO-SS00,000 0 - s;oo.001.s1.()()().ooo

- 525,000.00l· S0,000,000

l. V:i!ue !\fedlod (.;Q(lttS Q ;:-,. Appl'a.i:;;il R ..,. Cos• (Real E:nmc O Jy)

•Olber

c -S2.5<>1..s;.ooo

HI •$1.()00,001- S.OOO.OOO

L -$50.001-$)00,000

P l -$1,000,001 - .ooo.ooo

D • SS.001-$15,000

H.l -More ltl:m 15.000.000

M •SIOO,Ol>l..SlS0,000

P2 -s.s.ooo,oot-s2;,ooo.ooo

P4 -S:-.fore.lh3n SS0.000.000

. ........... s -Asseinimcnt T -Cas:bi�tarkn

w

Page 21: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

N1u n c o f 11crson Rcpa rt\ng

ha\ e

h

FlNANClAL DlSCLOSURE REPORT

I EISURF PP.TF.R K

Oatc of Repon

511112005

VIlT. ADDITIONAL INFORMATION OR EXPLANATIONS

Pan VJI ln\CSllncnt� 1nd Trusts

1) A$Sets sold 1n 2003 been deleted from this year"s repon. all MSl-1S S11ll on hand a1 12131/03 arc I isled in the same Ofde:r a> the)' appeared on las1 year's rcpon, 'vith 1he c:"up11on of those listed in tf2 follO\\'ing. 2) The followin& ii.ssecs. w11h references 10 t e line on which each appeared on che 2003 repon, ha\'e been deleced on this year's rc1>0n1 since 1hey are now exempt from rc1)(1r1in&. Linc: 25. Vc.nnont Pure Holdings Lad con1 inock (IRA), Line I09, BT Group PLC Sp0n ADR (lRA) Une 132, Uni.sys Corp (fkA); Line 159. UBS Cash Re.f<C(\'CS Fd (IRA) Linc 2l2. Strykcr Corp. conunon stock 3) Line 243. 1:rccsc11lc Sem1conduet0f Inc com stock (lRA) as n :1pin-ol'f' ficwn MQ.loroln Inc (see line, 42)

Page 22: FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2004€¦ · Name or PelOn Reporting SOtJRE ANO TYPE Date

DateofRcpo n

__ _

FINANCIAL IHSCLOSURE REPORT N•mcorP,rson Rcp0r11ng

Ll:ISURE. PETER K S/1112005

IX. CERTlFICA TION.

I cenify that all infonnation given abo\e (including infonnation pertaining t o my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reponed was withheld because it met applicable statutory provisions permiuing non-disclosure.

I funhercenify that earned income from outside employment and honoraria and the acceptance of gifts which have been reponed are in compliance with the provisions of5 U.S.C. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

Signature

NOTE: ANY INOIVIDUAL WHO KNOWTNGLY ANO WILFULLY FA.LSIFfES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS

Mail signed original and 3 additi onal copies to:

Committee on Financial Disclosure

Administrative Office of the United States Couns

Suite 2-301

One Columbus Circle. N.E.

Washington, O.C. 20544