william l standish financial disclosure report for 2010

8/3/2019 William L Standish Financial Disclosure Report for 2010

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/10 IoRoy. 1/201I ~

FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2010

Report Requtrt,d by the Ethics

in Gorermuent Act of 1978f5 U.S. C. app..+’.+" IOl-I l l)

I. Perso~ Report ing ( las t name , r ink mlddla Ini t ia l )

S t a n d i s h , Wi l li a m L.

4. Title (Article I I I Judges Ind icote ata’lve or senior stuns;magi s t r a t e . i udges i ndi c at e fu l l - of par t - t i me)

U. S. Dist r ic t Judge - Sen ior

6170 U.S. Pos t Off ice & Cthse

700 Grant S tree t

Pit tsburgh, PA 15219

2. ~ourt or O~unlzotion

U.S. Dist Court , W. Dist of P A

3. D a t e o f R e p o r t

07/12/2011

5a. Report Type (check appropriate type)

] N o m m a t i o n , D ate

[] Initial[] A .... l [] Final

5b. [] Amended Report

8.On the bats of the information contained in this Report and any

m o d i f i ca t i o n s p e r t a i n i n g t h e r e t o , i t i. ~ i n m y o p i n i o n , I n c o m p l i a n c ew i t h u p p l l ca b l a l a w ~ o n d r e g u l a t io n s .

R e v i e w i n g O f l k er D a t e

6. Reportiog Period

01/01~010

to

12/31/2010

IMPO RTA NT N O TE S: The lnmu alons accompanying thi s form mu st be fot toweat Complete a l l par t s ,c he c M ng t he N O N E b o x f o r e a c h p a r t wh e r e y o u ha v e no r e p o r t a b l e in f o r m a t i o n . S i g n o n i a s t p a g e .

N O N E ( N o r e p o r t a b l e p o s i t i o n s .)

POSITION NAME OF ORGANIZATION/ENTITY

I, Co-Trustee Co-Trus tee of Trus t No. 13

2. Co-Trus tee Co-Trustee ofTrust lqo. 22

3. Co-Trus tee Co-Trustee of Trust No . 23

4. C o -T rus tee C o -Trustee of Trus t No . 24

5. Trustee W es te rn P en n sylvan ia Scho o l fo r the D e af

6. Trus tee Sewickley Valley Y M C A

7. Director Pi t t sburgh Theological Seminary

I! . A G R E E M E N T S . m ~ , n . ~ i~t, id.ol o, t~;.~, e~ u -t~ ol"l"ding ins,,~aion~.)

~ N O N E (N o repo r tab l e ag reemen t s . )

D A T _ ~ PARTIES AND TERMS




of 103

N a m e o f P e r so n R e p o r t i n g

Standish, Wil l iam L.

I l L N O N - I N V E S T M E N T I N C O M E . tR,~,,,i,~i~a~i~..t.na~.~,:,,,r~

A. Flier’s Non-lnvestm ent Incom e

~ ] N O N E ( N o r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e . )

DATE SOURCE AND TYPE

2.

3.

4.

B . S p o u s e ’ s N o n - I n v e s tm e n t I n c o m e - If you were married during any por~;on of t~e reportlng ~ear. complete this section.

(Dollar am ount not required e x c e p t f o r / a ~ n o r a r i a .)

~ N O N E (No repor tab le n o n - i n v e s t m e n t i n c o m e . )

2.

3.

4.

DATE SOURCE AND TYPE

D a l e o f R e p o r t

07II2/2011

INCO ME(yottrs, notspouse’s)

IV. REIMBURSEMENTS -f lncludes th ose to :~Imu se tn u l d ep en d en t ch i ld ren ," see p p . 25-27 o.ffiling instructions.)

~ N O N E (No reportable reimbursements.)

2.

3.

4.

5.

SOURC~ DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED




of 103

Name of Person Reporgng

Standish, William

Date of Report

07/I 2/2011

V. G I FTS. a.a.~ ,h~ ,o ,~ ...... d d ~ l , ~ n d e m t ~ O d r e n : s e , l~’. 2~-3 ! o f f O i n g i n s t m a i o n ~ . )

N O N E (No reportable gifts.)

~OURCE DESCRIPTION

!,

2.

3.

4.

5.

VALUE

VI. LI ABILITIES. a.a,do, a ,o~ o~on~,

N O N E (No reportable l ia bil ities.)

1.

2.

3.

4.

VALUECODE




of 103

~ a m ~ o f P r r s o n R e p o r t in g

Slandish, W ll l lam L.

Date o[ R e p e r t

07/I 2/201 I

VI 1. I N V ESTMEN TS and T RU STS -i.~o .e. ,.i.,, r ..... t i a n x { I n ¢ lu d e ~ t h o s e o f ~ t s e a ~ d d e p e n d e n t c h l l d r e . ; ~ e , t ~ l x 3 4 - 6 0 o f f i l i ng ~ , ~ t t u~ do n&)

N O N E (No reportable income, assets, or transactiort~.)

A. B. C. D.

I’ksc~pt ,>rt of A~sets I n co m e d urin g G ro s s va lue at e n d Transacrimas during r~ing ~fi~

(including t~ a~) ~ing ~ of r~ing ~i~

(I) (2) (I] (2) (I) (2) (3) (4) (5)

Place "(X)" after ~ch ~t ~t T~ (e.g., Val ue V a l u e T~ (e.g., ~te Val~ G ain Id~ti~ o~

exempt from pgi~ di~e C~ I dr y. . r ea l , C~ 2 Mel~ buy. ~11~ mm/~ C~e 2 C~¢ I b~/~eller

(A-~ or ~I . } ~J-p} C~ 3 r~mption) { J - P ~ ~A-H) 0fpfivate

(Q-W) ~)

I. Trust #1.1 (100% Interest)

2. -Blackrock PA Muni M M la s t Share s #40

: : 3 . -Al toona PA Ci ty Wtr Rev 4.0-20 ! 1

4. -Altoona PA City Wtr Rev 4.25-2015

5. -Bucks Cnty PA Wrr&Sewr Auth 4.0-2012

6.-Lancaster PA Pkg Auth Rev 4.0-2015

-Lower Bucks Cnty PA Jt Mun 3.6-2013

-Lower Merion PA Sch Dist 3.85-2014

9. -Noah Wuler PA Wtr Auth Rev X L C A

4.0-2011

10 . -PA St Higher Edl Col of Meal 3.75+2012

I I. -Unionville Chadds Ford PA Sch 3.5-2013

12 . -Red Lion PA Sch Dist FGIC 4.~-2013

13 _-SpringFord Sch Dist X L C A 4.0-2014

14 . -Abbott Labs Inc

15 . -Air Products & Chemicals Inc

16 . -Altria Group Inc

I7. -American Tower Corp CI A

G I n t . / D a y . T

M o n M k t I n v

So ld

B uy

1 I/15/10

0 1 / 2 7 / 0 3 .

i O l /0 5 i t o

PI H 1 S e e S e c t i o n V I I ! # I

See Section VIII

1n¢o,~Gain codes: A = $1.000 or less B =SI.0OI . I2.500 C ~$2.501 - $5 .~ D -S~.~l - ~15.~

1~¢ Column~ B I and D4) F ~$50.~1 - Sl~.~ G -Sl~.~l - Sl.~.~ HI =Sl.~.~l - 15.~.~ 1 t 2 ~ M ~ t h a n S S . ~ 0 .~

Value t ’~¢~ ] =~15.~ ~ kis K =115 . ~ 1 . ~ 5 0 . ~ L =$~.~1 - $1~.~ M =Sl~.~l * 1250.~




o f 103

N a m e o f P a t t o n R e ~ e r t l l tg


D a t e o f R e p o r t

07;12/20! I

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

A. B. C. D.

D e s c r i p t i o n o f A s s e t s I n c o m e c l u i n g G ro s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

( m c h t d i n g t r u s t a s s e t s) r e p o r t i n g p e r i o d o f r e p o r t i n g i ~ r i o d

(I) (2 ) (I) (27 (I ) (2| (3) (41 (5 7

P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e . g . , V a l u e V a l u e T y p e ( e . g ., D a t e V a lu e G = in I d e n t i t y o f

e x e m p ~ f r o m p r i o r d i s c l o su r e C o d e I d i v . , r e n t , C o d e 2 M e t h o d b u y , s e l l . m m M d/ y y C o d e 2 C o d e I b u y e r / s e l l e r

( A . H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - l - I ) ( i f p r i v a t e

( Q - W ) t r a n s a c t i o n )

1 8 . -Automatic Data Processing

1 9 . -BP PLCSponsAd r ¯

20 . -Bristol Myers Squibb Co

2 1. - Ci sc o Sy s In c

2 2 . -Coca Cola Co

23. .DominionRes Inc VA

2 4 . -Emerson El Co

25 . -Exxon Mobil Corp

26 . -Fedex Corp

27 . - F r a n k l i n R e s o u r c e s l n c

28 . -Freeport McMoran Copper & Gold Inc

29 . -Frontier Communications (Rec Fr Spin Offof Vcdzon)

30. - F r o n ti e r C o m m u n i c a ti o n s

3 1 . -Gen eral Electric Co

32. -Goo gle lnc CI A

3 3 . - I I¢ i n z H J C o

34. -Home Depo t Inc

S o l d 06/18/10

S o l d 01/05/10

Bu y 01/05/10( a d d ’ l )

S o l d 01/05!10

Bu y 01/05/10

B u y 01/05/10

(add’l)

Bu y 01/05/10

S p i r t o f f 07/02/10(from line 50)

S o l d ’ 07/16/10( p a r t )

Bu y 01/05/10

I. Incomc Gain (’odes : A =| 1.000 or Icss B = $ 1 . 0 0 1 - $ 2 . 5 0 0 C = $ 2 . 5 0 1 -

(See Co lu mns FII an d D4 ) F ~ $ 5 0 . 0 0 1 - $ 1 0 0 . 0 0 0 G = $ 100 . 001 - $1.000 .1000 H I =$ |,000.001 - $5.000.000 H2 ¢Mo c than $5,000.000




o f 103 ¯

~ l a m e o f P c ~ o n R e p o r t i n g


Dal e o f Re por t

07/I ~201 I

N O N E (No reportable income, assets, or transactions.)

A. B. C. D.

Desc r i p t i on of Aeg~I I In co me d urin g G ro ss v alu~ a t co d Ti n , ac t i ons dur i ng i x -por t i ng ~¢r i od

(inc h~ling t~u~a assets) reporting period of rel~’ting period

(t) (2 ) {i) 12) (i) (2} (3) (4) (5 )

Place "(X)" a f t e r ~ ch a s se~ A m o un t T yp ~ (e .g ~ V a lue Valu© T yT ~ ( e .g .. D a te V a lue G ain l d~al i t y of

e x e m p t f i ’o m p r i o r d i s c l o s u re C o d e I d~% r ent , C o d e 2 M e t h o d buy. s~ll. m m / d d ] y y C o d e 2 C o d e I buy~t s¢ l l c r

¢A -H) ~ int.) (J-p) C o d e 3 r e d e m p t i o n ) ( J-P) ( A-H) l i f pr i vat e

~Q-W) transac t ion )

i 3 5. - ll li n oi ~ T o o l W o r k s t he

36. -Ishares Russell I000 Index Fund

[ 37. -Ishar~s Russell 2000 Growth Index Fund

3 8. -lshares Russell 20~0 Value Index Fund

39 . -JP Morgan Chase & Co

40.-Kraft Foods inc

41. -Mastercard lnc CI A

42. -Merck&Co lnc

43. -Microsoft Corp

44. -Oracle Corp

4 5. -Pfizer lnc

46. -Phillip Morris

47. -Southern Co

48. -3M Company

49. -United Technologies Corp.

50 . -Verizon (SpinoffOfFrontier

Communications)

51. -Walgreen Co

B uy 12/22/08

B uy 01.’~5/10

B u y 01/05/10

Buy 01/05/10

S o l d

Bu y

01/05/ I0

01/05110

07/02/10

See Section Vlll #3

! . I n c o ~ n c G a i n ( ’ , ’ ~ . e s : A -$1,000 or Ic~ B =$ 1.001 - $2.500 C = $ 2 . 5 0 1 - 1 5 .~ O -$5.~1 - $15.~




o f 103 IN ’ a m e o ! P e r s o n R e l ~ r t ln g

Standish , Will iam L


0 7 1 1 2 / 2 0 1 1


A. B. C. D.

D e s c r i p t io n o f A s s e t s Incom e during Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(including trust assets) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

O) (2) (I) ~ 2 ) (I) 12) (3) (4) (s )

P l a c e " ( X ) " a ~ e a c h a s s e t A m o u n t T y p e (e .g. , V a l u e V a l u e T y p e ( e . g . , D a t e V a lu e G a i n Idcnlily of

cxemptfromprmrdisclos~u~e Code I div.,rcm. C o d e 2 M e t h o d buy, sell. m m ! d d , . ~ , y C o d e 2 Code I b~’er/seller

IA-H) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a x e

( Q - W ) t ~ a n s a c ~ i o n )

5 2 . -Wells Fargo & Co

5 3 . -Zimmer Holdings lnc

5 4 . -Vanguard Eme rging Mitts ETF

5 5 . -Vanguard FTSE All Wo rld Ex US

5 6 . T n ~ s t # 2 ( I/ 2 I n c o m e l n t )

5 7 . - BNY Me l lon MM Fu n d CI M

5 8 . -Fieweed PA AreaSchool

5 9 . - Ph il a PA Sc h Mu n i Bd

60 . -Abbott Laboratories

61. -Accenture Ltd

62. -Alliance Data SysCorp

63 . - AI Isc ri p ta- Mi sys Heal thcar~ So l ut i o n

6 4 . -Altria Group lnc

6 5 . -A merican E xp res s Co

6 6 . -Amer ican Expre ss Co

67. -Ameripris¢ Financial Inc

68. - A m g e n I n c

E Div&lnt PI

Buy 01105/10

Buy i 01/05/10(a~l) l

T

M a t u r e d

M a t u r e d

S o l d

S o l d

B u y

S o l d

Bu y

Bu y( a d d ’ l )

S o l d

( p a r t )

04/01/09

03/01/0g

0 5 / 0 6 / 0 9

! 0 1 / I I / I 0

08/20/10

02/14/06

06/24/10

’07/12/10

02/18/10

See Section VIll #l

See Section VIII ~

See Section Vlli #4

See Section VIII ~3

S e e S e c t i o n V I I I # 3

E = $1 S.Oll} . $ 5 0 . t X ’ J O




o f" 103 Iam e o f P e r , ~ o ~ R e p o r t in g


Dale of Relmrt

07/I 2/2011

N O N E (No reportab le income, ass e t s , or t ransa ct ions.)

A. B. C. D.

D~scrip~ion of Assets I n c o m e d u r in g G r o ~ s v a l u e a t e ~ Transa~i~ d~ng ~nin8 ~ri~

(including t~t a~e~) r~ing ~ ofr~ning ~

(I) (2) (I) (2) (I) (2) (3) 14) (5)

Place "(X)" a~er ~ch as~t A~I T~ (e.g~ Val~ Val~ T~ (e.g., ~te Val~ G a i n Id~tily of

exert f~m prior discl~m C~I div.. r~t, C~e 2 Met~ ~, ~U, m~ C~e 2 C~ I

( A - H ) ~ int.) (J-P) C~ 3 ~ption) ( J-P) ( A-HI ( i f pr i vat e

69 . -Amgen Inc

i 70. -Amgenlnc

71 . -Amylin Pharmaceuticals Inc

72. -Amylin Pharmaceuticals Inc

73 . -Anadarko Petroleum Corp

i 74. -AOL lnc

75 . -Apache Corp

76 . -Apple

77 . -Apple

78 . -AT&TInt

79 . -Autoliv Inc

80. -BankofAmer;,ca CoW

81 . -Bank of America Corp

82 . -Best Buy Inc

83 . -Blackmck lnc

84 . -Blackrock Inc

85 . -Capilal One Financial Corp

Sold 08/13 /10!

( p ~ t )

Sold 08!16/10’

Buy 0 5 1 1 1 / 1 0

Buy 0 6 / 2 4 / I 0

(add’l)

Buy 0 6 / 2 3 / 1 0

Sold 0 1 1 0 7 / 1 0

So ld 01/26/10

(part)

B uy 04/28/10

( ad d ’ l )

So ld 09/23/10(parO

Buy 05/I I l l0(add’l )

B uy 09/16/10

{add’l )

S o l d 09/I (~09

S o l d 09/16/10

(part)

S o l d 09117/10

B uy 01/22/10

I

See Section VIII #3

{ S e e C o l u n m , B 1 a n d D 4 )

2 . V a l u e C e , a . ,~

F - $ I - ~ .O O I -




of 103

N l m e o f P e r s o n R e p o r t i n g

St-ndlsh , Will iam L.


07!1~2011


A. B. C. D.

D ~ s c r i l ~ i o n o f A s s e t s I n c o m e during G r o s s v a l u e , a t e n d T ~ n ~ t i o m d ~ n g r~ing ~fi~

( i n c l~ in g t~ t ~ e t s ) ~ing ~ of r~ing ~fi~

(I) (2) U) (~) (I ) (2) 13) (4) (5 }

P l a ~ " ( X I " ~ f i e: ~ c h a s ~ t A ~ un t T~ (g, Val~ Val~ T~ (e.g. ~tc V a l u e G a i n ld ~ t i~ o f

e x e m ~ f r o m p r i o r d i ~ l o s u re C~e ] d i v . , r ~ C C~e 2 M~ ~ , ~ 1 1 , ~/~ C~e 2 C~ I ~!~ller

( A - H ) ~ ~ t . ) ( J - P } C~e 3 ~d~on) O - P ) ( A - H ) (if~le

85 . -Capital O ne Financial Corp

8 7 . -Cap i t a IOn e Fin an c ia iCo rp

88. -Carnival Corp

89 . -Caterpillar Inc

90 . -Chicos F~-s ]nc

91 . -Chubb Corp

92. -Cigna Corp

93. -Cisco Systems Inc

94 . -Cisco Systems Inc

1~. -Coca Cola Co

96 . -Comerica Inc

97 . -Concophillips

98 . -Cummins

~9 . -CVS;Caremark Group

Buy ~ 07/ 12/ 10

(add’l)

Buy 10105 /I 0

(add’l)

Buy 07/07/10

Buy 06/21/10

Sold 12/22/06

Sold 03/08/10( p a r t )

Sold 11/17/10

(part)

So ld 05/I 1/10

Buy 09/14/10

Sold 09/IO/10

(part)

Sold 0 1 / 1 4 / 1 0

( p a r t )

I00 . -CV SiCa re ma rk Gro u p

I01. - C V S / C ar emar k G r o up

102. -Danaher Corp

S o l d 0 6 / 2 4 / 1 0( p a r t )

S o l d 0 8 / ’ 2 0 / I 0

( p a r t )

See Section VIII

2. Value

(So: Columns C I and

E =$ 15.001 - $ 5(].Otto




of 103

N a m e o f P e r s o n R e p o r t i n g


Date of Report

07/12/2011

Vll . INVESTMENTS and TRUSTS - i , , co . , e ,


A. B. C. D.

L ) e s e r i p t i o n o f A s s e t s l . a c ~ m ~ d u r i n g Gros~ value at end T r a n s ~ , ’ t i o n s d u r i n g r ~ p o r t i n g p e r io d

( i m : l o d i n g t r u s t a s s s ) reporting p~iod o f r e p o m n g p e r io d

(I) (2 1 (I) 12) (1 | (2) 13) (4)

P l a c e " ( X ) " a f te r e a c h a s ~ c t A m o u n t T y p e ( e . g . , Value Value T y p e ( e . g . . D a te V alue G a in I d e n t i ty o f

e x e m p t f r o m p r i o r d is c l o s u r e Code I d i v . , r e n t , C o d e 2 M e t h o d b~y, sell, m m /d d/ yy C od e 2 Code I buys/seller

(A-H) m i n t .) ( . I - P ) Code 3 r e d e m p t i o n ) { J - P ) ( A - H ) { i f p r i v a t e

I Q - W ) t r a n s a c t i o n }

1 0 3 . - D a~ en R es t aur an t s

1 0 4 . -D uP o n t E l D e Nem o ur s

1 0 5 . -EM C C o r p

1 0 6 . -EM C C o r p

1 0 7 . - En er g i ze r H o l d i n g s

108. -Exelon C orp

109, -Exxon Mobi l Corp

110. -Fedex Corp

11 I . -Fi rs t Hor izon Nat l Corp

! 12. -Fi rs t Hor izon Nat l Corp

113. -Ford Motor Co

114. -Frankl in Res Inc

115. -GAP Inc

1 1 6 . - G A P l n c

I 1 7 . -GAP Inc

I 1 8 . -General E lec t r ic Co

1 1 9 . - G o o g l e

So ld 05/28/09 See Sect ion VIII #3

Buy 0 4 1 2 8 1 1 0(add’l)

Sold 10/05/10(p~)

Buy 11/18/10

So ld 0 8 1 2 7 1 1 0

So ld 06/21110

S o l d 01/22/10

(part)

So ld 01/29/10

B uy 11/26/10

I~ly 01/14/10

(add’l)

B uy 01/15/10

(add’l )

So ld 07/12/10

, J

I . Income Gain Codes :

1.~ Colunms BI and

B =$1,001 - $ 2 . 5 0 0

G -$ I~).001 - $1.D0~.000

K = $ 1 5 . 0 0 1

O =$ 500.001 - $ t

R = . C o s 4 1 R e a l E s t a i~ O n l y )

V

D = $ 5 . 0 0 1 - $ 1 5 . ~ O 0

H 2 =Mor e than

M =$I00,~1 -

P2 -$3,~.~1 - $2~.~.~

T = Ca ~ M a rk e t

E =$15.1~1-




Page I I of 103



Date of Report

0 7 1 1 2 ! 2 0 1 1

V I I . I N V E S T M E N T S a n d T R U S T S - i ,~ o , ~ , . ,t . ,. t, . ,~ a , ., a . d , ,~ , , ~ * o - - o f 2 ~ p o t t s t o n d d e p c n d c n t c b i l d r e n : s e e p p . 3 4 -6 0 o f f i l ing ins t ruc t io ns . )


A. B. C. D.

D e s c r i p t io n o f A s s e t s Income during G r o s s v a l u e a t tr o d T r a n s a c t i o n s d u r i n g r ~ < ) c ~ i n g p e r i o d

( i r ~ lu d i n g m ~ t a s s ~ ’ t s ) r t ’ p o r f i n g p e r i o d of reacting pc.ri0d

(I ) (2 ) (I) (2) (I) (2) O) (4)

Place °{X)" after each ass~ A m o u n t T y l m ( e . g ., V a h m Value Type (es~ D a t e Value Gain I d c o t i ty o f

exempt from prior di~losare Code I d i v . , r e n t , C O d ~ 2 M e t h o d buy, s~ll, m r n / d O . ’ y y Code 2 Code I buyer/seller

(A-H) o ¢ i n L ) ( J - P ) Code 3 r e d ~ m p t io n l ( J - P ) (A-Ill ( i f p r i v a t e

( Q - W ) r t a n . ~ c t i o n )

120. - l la l l iburton C o

121. .Hess Corp

122. -Hewlett Packard Co

1 2 2 , . -Hewlett Packard Co

Sold 08/16/10

So ld 08/17/10

1 2 4 . -Home Depot Inc


1 2 6 . -Honeywell Intq Inc

S o l d 0 5 / 2 5 / 1 0( p a r l )

S o l d 0 6 / 0 2 / I 0( p a r t )

1 2 7 . -t tospira lnc

1 2 8. -H uman G en o m e S c i en c es I n c

129. - IBM

130. - Informat ica Corp

Buy 02/18/10

(add’l)

Buy 08/16/10

(add’t}

Buy 08/19/10

13 I. -Juniper Networks lnc S o l d 0 1 / I 1 / 1 0

132. -JP Morgan Chase & Co

13 3 . -Kb r In c So ld 09/16/10

134. -Keycorp New S o l d 05/29/09

135. - L imi t ed B r an d s [n c

1 3 6 . - Mc D o n a l d s C o r p

Sold 11/26/I 0

(part)

Sold i 05/12/09

Se e Se c t io n r i l l #3

S e e S e c t i o n V l ll

2 Value C~Ig~CoI~s CI ~d

-$1.001 - $ 2 . 5 0 0

= $ l O 0 . O O l .

=$15.001 ̄ 150,000

-$500.001 . $1.000.000

- C o s t (R ¢ ~ I E s ~ t e O n l y )

~ O t h e r




o f ! 03

N a m e e f P e rs o n R e p o ~ 1 1 n g

Standish, William L.


07/I 2/2011

N O N E (No repor tab le incom e , a sse t s , or t ransa c t ions .)

A. B. C. D.

L~sc Hpdon of Asset s I nc om~ dur i ng Gr o~ val ue a t t ’nd Tr ansac t i ons dur i ng r e l ~ni ng per i od

( inc lud ing z rus t a s se ts ) ~ p o r t in g p e r i o d ofr e l x ~nl ng per i od

H) ~2 ) (I) (2) (I) (21 (3) (4) (5)

Place "(X)" a f t e r each a s s¢ ! A m o u n t Type ( e . g . . V a lue V a lue Type ( e . g . , Da~e Val ue G ain I dent i t y of

e x e m p ! f r o m p r i o r d i s c lo s u r ~ C o d e I di v . , r en t , Cod~ 2 M e t h o d buy, s e l l, m m /d &’yy Cod~ 2 C o d e I buy~/ ~: l l er

( A-H) or i n t . ) ( J -P) C o d e 3 re d e m p tio n ) IJ-P ) (A -H) ( i f pr i vat e

( Q - W ) t ransac t ion l

37 . -McKes son Corp

38 . -Medtroni c Inc

Buy 01/08/10(add’l)

1 3 9 . -Mer c k & C o l n c

140. -Microsof t Corp

1 41 . - Mo r g an S t an l ey

Sold 0 9 / 2 3 / 1 0

Buy 0 1 / 2 6 / 1 0

(add’l)

142. -Motorola Inc B uy 08/17/10

143. -Newel l Rubberm aid lnc B uy 09/23/10

144. -News Corp ln c

145. -Nextera Energy Inc Buy 08/2 7 /10

146. -Nordstcom B uy 07/I 2/10

14 7 . -Nordstrom

148 . -Norfolk Southern Corp

Bu y 0 8 / I 2 1 1 0(add’l)

149. -Nor thern Trust Corp S o l d 05/28/09 See Section Vlll #3

150 . -Occidental Petro Co rp

15 1 . -Omn ico m G ro u p in c

B u y 06/16/10(add’l)

152. -Oracle Corp

153. -Parker Hannif in Corp

B u y 10/05/10

(add’l)

Sold 06/24/I 0

B = $ 1 . 0 0 1 - $ 2 . 5 0 0

K = $ 1 5 . 0 0 1

O = $ 5 0 0 , 0 0 1 - $1.0~0.0~

V

E $ 1 5 , ~ ) I - $ ~ o , 0 0 ~




of 103

. N a m e o f P e r s o n Reporting

Standish, ~,Vil l |am L.

Date of Report

07fl 2/2011


A. B. C. D.

D e s c r i p t io n o f A s ~ t ~ Income during ( .h’o~s value at ~ T m m a c ~ i o n s d u r i n g r q x ~ n i n g p e r io d

( i n c l u d i n g tin!! assets) ~’poning per iod of repos ing per iod

( 1 ) (2 ) (I) (2) ( 1 ) (2) (3) (4) 15 )

P l a c e " (X ) " a ~ e r e a c h a s ~ ! Amount T y p e ( e g . , V a l u e V a l u e T y p e ( e . g ., D a t e V a lu e G ain Idem iD , of

exempt from prior d~:lo~Jm Code I d i v . , r ~ n t , C o d e 2 M e t h o d buy, ~ll, mmtdd/D, C o d e 2 . Code I buy~;s© ller

(A-H) o t i n t . ) ( J - P ) C O d e 3 t o d c m p f i o n ) ( J - P ) (A-H) ( i f p r i v a t e

( Q - W ) t r a n s a ~ : t i o n )

154. -Pepsico Inc

155. -Phil l ip Morris

156. -Pfizer Inc

157. -Praxir lnc

158 . -Pro c t e r & G a m b l e C o

159: -Public Svc Enterpris~ Group lnc

160. -Public Svc Enterprise Group lnc

161. -Qualcomm

162. -Qualcomm Inc

163. -Qualcomm lnc

164. -Qualcomm Inc

165. -Raytheon Co

166. -Research in Motion

167. -Schwab Charles Corp

168. -Sempra Energy

169. -Sea,bucks C o r p

170. -Taiwan Semiconductor M fg Co ADR

Bu y

Buy

B u y

(add’l)

B u y

(add’l)So ld( p a n )

B u y

(add’l)

Sold

So ld

So ld

So ld

! 01/08/10

105/25/10

01/11/10

03/08/10

04/28/10

i 0 8 / i 6 / 1 0

10/06/08

01/12/10

02/I 2/07

11/09/09

See Sectio n VIII #6

S e e S e c t i o n VI I I #3

S ee S ec t i o n V I l l # 3

I . Income Gain Code~: A ~$1.¢r~) or It, s B -| I .~0 1 - $ 1 .5 ~ C = $ 2.5 01 - SS .~ D ~ $5 . ~ 1 - $15 . ~(~¢ Colu~ B I ~d ~) F -$50.~1 - $ I~.~ G -$ I~.~1 - $1.~.~0 H } =$1.~.~1 - ~.~.~ H2 =MoR ~an $5.~.~

( ~ C O I ~= C I ~ d 0 3 1 N

1 ~ " Column C21 U "~k V~ V ~ W -Esama~

E ~$15.1~1 - $$0.0~o




of 103

b l a m e o f P e r , s o . R e p o r t i n g

Szandlsh , Wil l iam L.

D a Z e o f R e p o r t

0 7 / I 2 1 2 0 1 1

VI !. INVESTM ENTS and TRU STS

r--] N O N E (No reportable income, assets, or transactions.)

A. B. C. D.

Desc r i p t i on of Asset s I n c o m e d u r i n g Gr oss val ue a t end Tr ansac t i ons dur i ng r eposi ng per i od

( inc lud in~ t rus t a s se ts ) r epor t i ng per i od o f r e p o f f i n g p e r i o d

(I) (2 ) (I) (2) (I) (2) (3) (4) I~)

Place "(X)" a f t e r each a s se t A m o u a t Typ~ (e . g . , V~lue V a l u e TYI ~ ( e .g~ D a te V a lue G a in Id e n ti ty o f

x empl f r om pr i or d i sc l osur e C o d e I di v . , r en t , C e d ~ 2 M ~ h o d buy, sel l , m m /d d/yy C od e 2 C o d e I b uyer /se l le r

( A - H ) or i n t . ) ( J-P) Cod~ 3 r e d e m p t i o n ) ( J-P) ( A-H) ( i f pr i vat e

(Q-VO (r~nsaction)

171 . -Targ e t Co rp Sold ’ 08/1~10(p~)

1 7 2 . -Textron

173. -Therm oFisher Sc ient i f ic Ine

174. -Time Warner Inc Buy 01/14/10

(add’l)

175. -Time Warner lnc Sold 0 7 / 0 7 1 1 0

176. -Tyco Intl Ltd Sold 09/08/10

( par ~)

177. -Unilever PIC ADR Buy 06/02JI0

(add’l)

178. -U S Bancorp Del Sold 01/26/09 See Section VIII

179 . -V a le SA-Sp AD R

180. -Vertex Pham~acutals Sold 0 1 / 1 4 / 1 0

181 . -V e rtex Pha tm acuta ls So ld 06/25/10

82 . -V i ac o m I n c S o l d O 5 1 1 3 / 0 8 See Sect ion VIII #3

183. -V i sa In c - CI A

184. -Wells Fargo & Co


186. -Whir l l~ol Corp

187. -XTO En ergy Inc

So ld

B u y(add’l)

B uy

(add’l )

S o l d

Sold

08/18/10

08/13/10

0 9 / 1 6 / 1 0

I 1/26II0

06il6/10

C" -$2.501 - 55.000

HI =[I,000.001 - 55.000.000

L -$50.001 - $100.0~0

P I =$1.000.001 .

W = E s t im a t e d

H2 -Mor~ than

M -$100.C¢tl - $250.0(~

P 2 - $ 5 . 0 ( ~ 1 , 0 ~ 1 - $ 2 5 , 0 0 0 . 0 0 . )

T - - C r ~ h M a r k e t




Page ! 5 of 103

N a m e o f Person Repor ting I Date of Repor t

Standish, W il l iam L.

1

0 7 1 1 2 t 2 0 1 1


A. B. C. D .

D ~ s c r i p t i o n o f A s s e t s Income during G r o s s , , al u e a l m a d Tnansacfions during r~orting period

( in c l u d i n g ~ r u ~ a s s ~ s ) r~ponin8 p~iod o f r e p o r t i n g p e r i o d

(I) (2 ) (I) (2~ (I ) (2) (3) (4) (5 )

Place "(X)" after each assetm o u n t T y p e ( e . g . , V a l u e V a l u e T y p e ( e . g . , D a t e V a l u e G a i n I d e m i ~ y o f

e x m r t p ( f r o m p r i o r d i s c l o s ~ e C o d e I div., ~em,o d ~ 2 M e ~ h o d buy, sell,m / d d ~ y C o d e 2 C o d e l b u y e r / s e l l e r

( A - H ) o~ inl.) (J-P) C ’ o d e 3 r e d e m p t i o n ) (J-P) ( A - H ) lif private

( Q . W ) tran.~ction)

1 8 8 . - D ef en d er s M- S H ed g e F d ’ ( Name C hg F rB N Y / I v y M - S He d g e Fd)

189. -Drt3, fus /Newton Inf l Equi ty

1 9 0 . -Dreyfus Prem St ra t Glbl ST-I (Name ChngTo Sla’ategic Glbl )

1 9 1 . -l sha r es S &P G S C I C o mm o d i t y -l n d

1 9 2 . - S t ra t e g i c G l o b a l S t k Fu n d ( N a m e C h a n g e

Fr Dreyfus Prem St )

1 9 3 . - B N Y / Iv y M - S He d g e Fd ( N a m e C h g T o

D ef en d er s M - S H ed g e F d )

19 4 . -B N Y M e l l o n E m e r g i n g M k t s Fu n d C I M

195. -BN¥ Mel lon In t’l Fund CI M

19 6 . - B N Y M e l l o n M i d - C a p S t o c k Fu n d C I M

1 9 7 . -B NY M el l o n Nai l l n le r m M un i B d F d C I M

1 9 8. - B NY Mel l o n Nai l S / T Mun i B d F d C I M

1 9 9 . -B N¥ M el l o n O p t i ma L / S S t r a teg y F d

2 0 0 . -B NY M el l o n S mal l C ap S t o c k F d C I M

2 0 1 . -B NY M el l o n U S C o r e Eq ui t y

202. Trus t #3 (116 Income In( )

2 0 3 . -B NY M el l o n MM F un d C L M

204. -Accenture Ltd

C Div & In( T

Mon Mkt Inv

Sold

1 ~01/09 See Sect ion VII I

08/31/09 S e e Sect ion V II I #7

: 0 8 / 3 1 / 0 9 See Sec t ion VII I #7

12/01/09 See Sec t ion VII I #7

01/I 1/10

C Se e Se c t io n V l l l # l

I Income Gain Codes : A = $ 1 , 0 0 0 o r I ~ s s B -SI.001 ¯ $2.500 C = $ 2 . 5 0 1 - $ 5 . 0 1 3 0 D = $ 3 . f l O I . $ I . ~ . ( X I O

(See Celun’.n~ BI and IM I F ~ $ 5 0 . 1 X l l - $ 1 0 0 , 0 0 0 G = $ 10 0, 00 l - $ 1.0 00 .0 00 H I -$ 1.0 00 .0 01 - $ 5, 00 0, 00 0 1 1 2

2. Value C~~ J - $ 1 5 . 1 1 ~ 1 o r l e s s K =$1~ .001 - $5 0 .~ L = $ 5 0 . 0 0 1 - $ 1 1 ) ~ . 0 0 0 M




o f ! 03

N a m e o f Person Report ing l D a t e o 1 " R e p e r t

Sta n d i sh , W i l l i a m L.

[

07/12/2011

VII. INVESTMENTS

N O N E (No reportab le income, asse t s , or tran sac t ions. )

A. B. C. D.

D ~ s c r i p ti o n o f A s s c l s Income during Gross value at end T r a n s a c t i o n s d u r i n 8 ~,porting period

( i n c l u d i n g t ru s l a s s e t s ) r t - p o r ti n g p ~ ’ i o d o f r e p o r t i n g I ~ : n o d

(I) (2) ( 1 ) ( 2 ) (I) (2) (3) 14) ( 5 " I

P l a c e " ( X ’ ~ " a f t e r e ~ : h a s s e t A m o un t T y p e ( e g . , Valu~ V alue T y p = ( e . 8 , D a t e V alue G ain I d e n t i ty o f

©xemplfrompriordi~:los-ur= C o d = l div.,rent, C o ~ 2 M e t , ~ x I b~y,s¢ll, m m r d d . ’ y y Cnd~2 C o d ¢ l buyer/seller

(A-H) o r i n t . ) ( J - P ) C o d ~ 3 r e d e m p t i o n ) ( . l - P ) ( A - H } ( i f p r i v a t e

( Q - W ) t r a n s s c t i o n )

205. -Al l iance Data Systems Corp

206. -AIIscr ip ts-M isys Heal theare Solul ion B uy 08/20!10

2 0 7 . -A m er i c an Exp r es s B uy 06/24110

2 0 8. -A m er i c an Exp r es s B uy 07/12/10

(add’l )

2 0 9 . - A mer i p r i s es F i n ’ l I n c

2 10 . -Amg e n ln c S o l d OZ/Ig /10

2 11 . -Amg e n ln c S o l d 0 8 1 1 6 1 1 0

212. -Amylin Pharmaceut icals Inc B uy 05/I I!10

2 1 3 . - A my l i n P har maeeul i ea l s I n e B uy 0 6 1 2 3 1 1 0

(add’l )

214 . -A n ad a rk o P e tro leum C o rp B uy 06/23/10

215. -AOL Ine S o l d 01107/10

216. -Apache Corp

217. -Apple lnc S o l d 01/26110

218. -Apple Inc B uy 04/28/10

(add’l)

2 ]~ , - AT &T In c

220. -Autoliv Inc So ld 09/’23/10

(parl)

221. -Bank of Amer ica Corp B uy 05/I 1/10

(add’l )

I . I~ome Gain t’odc~: A -$1.000 or Icss B ~$1.0~1 - $2,500 C -$2.501




o f 103

|

Nxme of Per~oa Repm ’tlug [ Da~e o| Report


[

0 7 f l ~ " 2 0 1 1

VH . INVESTMENTS and TRUSTS

N O N E (No reportab le income , asse t s , or t ransa ct ions.)

A. B. C. D.

D ~ c r i f l ti o n o f A s - ~ : g s Income during G r o s s v a l u ~ a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

O n c l u d i n g ~ r u s ! a s s e t s ) r e p o a l n g p ~ r i o d of reporting l~riod

tl~ 12) (I) (2) 11 ) (2) 131 14) (5 )

P l a c ~ " I X ) = after ~ch as~t A~t T~ ( ¢ . g ~ V~ V a I ~ T~ (e .g. , D a t ~ Value G ain Idenfi~ o f

exempl from ~ior di~losure C ~ e I div, r~ C~ 2 Me~ ~y, ~11, ~ C~e 2 C~ I ~y~:sel lcr

(A-It) a ~t. ) ( I - P ) C ~ e 3 r~em~ion) ( J - P ) ( A - H ) ( i f p r i v a t e

(~ nan~ction~

2 2 2 . -B an k o f A mer i c a C o r p

2 2 3 . - B l a c k r o c k I n

224. -Capi tal One Financial Corp

225, -Capi tal One Financial Corp

226, -Capi tal One Financial Corp

2 2 7 . - C ar n i v a l C o r p

228. -Caterpi l l ar

229. - C hub b C o r p

230. - C i g n a C o r p

231. -Cisco Sys Inc

232. -Ci sco Sy s ln e

233. - C o c a C o l a C o

234. -Comer ica Inc

Bu y(add1)

So ld

B uy

Bu y

(add’l)

Buy

(add’l)

B uy

B uy

S o l d(par t )

S o l d

S o l d

B uy

0 9 1 1 6 1 1 0

09/17/10

01!22/10

0 7 1 1 2 1 1 0

1 0 1 0 5 / I 0

07/07/10

06/21110

03/08/10

I I/17/10

05/1 I/IO

09114/10

235.

236.

,237.’ : 2 3 8 .

-Concophi l l ips

- C u m m i n s I n c

. C V S / C ar emar k C o r p

- C V S / C ar emar k C o r p

S o l d( p a n )

S o l d

(par t )

S o l d( p a n )

09/I 0/10

01/13/10

06/24/10

I . Income Gain (’odc~:

! g e e Co lum m BI a n d I )41

2. Value

( S e e ( ’~ d t u ~ n ~ C I a ~ D 3 )

E -’$ 5 . 0 0 1 - ~ , 5 0




o f 103

Name af Pe~ea Rq~rllng[

Date of R e p o r t


]

07 / I ~ ’2 011

V I I . I N V E S T M E N T S a n d T R U S T S - i. .. o, . i ., , , ,~. , . .lo. , and.~,s ,koJ, o/spo.e ,~ ~ e~.~ e., children ; see p p . J 4 - 4 0 Of filing instr.cfion~)


A. B. C. D.

Dc ., ~i pt i on of As.~t s I n co me d urin g G ro ss va lue a t e n d T r a n s i t i o n s d u r i n g r e p o r t i n g

(~l~ing ~ ~e~) ~ing ~ of ~ing

OI (2) O) 12) (~ ) (2) ~3) ~4) (5)

Place "(X)" after ~h a~el A~I T~ (~ g., Va~e Val~ Ty~ (e.g., Dat~ Val~ Oa~ Id~tity of

exempt ~m pri~ ~1o~ ~e I di v . , r en t , C~ 2 Me~ ~y, sell, mmt~’~C~ 2 C~e I b~/~ller

( A - I I ) or ~1.) O-P) C~ 3 ~emption) (I-P} (A -H) (if p n v a {c

( Q - W ) ~umction)

2 3 9 . - C V S / C a r em a r k C a r p

2 40 . - D an aher C ar p

241. -Directv Group Inc

2 42 . - D uP o n t E l D e Nemo ur s

2 4 3 . - E M C C o r p M a s s

2 4 4 . -E M C C o q ~ M a s s

2 45 . - En er g i ze r H o l d i n g s

2 46 . - Exe l o n C ar p

2 47 . - Exxo n Mo b i l C ar p

2 48. - Fed ex C ar p

249. -First Horizon Natl Carp

2 5 0 . -F o r d Mo t o r C o

2 5 1 . - Fr an k l i n R e s l n c

2 5 2 . - G A P [n c

2 5 3 . - G A P I n c

254. -General Electr ic Co

2 5 5 . - G o o g l e I n c

So ld 08f20/10(parO

So ld 01/I 8/08

Buy 04 / 28 /10

(add’l)

Sold I0/05/10

( p a r t )

Buy I Ill8/10

Sold 08/2 7 /10

So ld ,06/21il0

Sold 01 /2 2 /10

Buy ~:11/26/10

B uy 01/15/10

( a d d ’ l )

S o l d 07/12/I 0

S e e S e c t i o n V I I I # 3

E - $ 1 5 . 0 0 1 - $50.01J0




of 103



D a t e o f R epo r t

07/12t2011

V I I. I N V E S T M E N T S a n d T R U S T S - i~o,e, ~ o ~ . , , t . . ..¢ n o n , ( I n c l u d e s t h o s e o f ~ o u s e a n d d e p e n d e n t c h i l d r e n : s e e p p . 3 4 - 6 0 o / f il i n g I n s t n t c t io n . g )


A, B. C. D.

D e s c r i p t io n o f A ~ s e t s Income during Grons value at cad T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(including trust abets) r e p o r t i n g p e r i o d of reporting i~riod

11) (2) (I) (2) (I ) (2) 13) (4) (5 )

Place "(X)" after och asset A n ’ t a u n t T y p e l e .g . , Value V alue T y p e ( e . g . , D a t e Value Gain [ d e n t i l ’ ] o f

exempt from prior di~losur~ Code I div., r e n t , C o d e 2 M e t h o d buy, sell. mm/d~yy Code 2 Code I buys!se lle r

( A - H ) or i n t . ) ( J - P ) Code 3 rcd~m plion) ( J - P ) ( A - H ) (ifprivate

( Q - W ) t r a n s ~ c t i o n )

256. -Hal l (burton Co

2 5 7 . - H ess C o r p

258. -Hewlct t Packard Co

2 5 9 . -H o me D ep o t l n c

2 6 0 . -H o me D ep o t l n c

261, -Honeywell Ing l In c

262. -Hospira Inc

2 6 3 . - H uma n G en ui n e S c i en c ~ ] n c

2 64 . - IBM

265. -In format(ca Corp

266. -Juniper Networks lne

2 6 7 . -J P Mo r g an C hase & C o

268. -Kbr

269. -Limited Brands In¢

270. - M c K e s s o n C u r p

271. -Medtronic Inc

272. - M e r c k & C o I n c

Sold 08/17/10

Sold 05/25/10

(p aa)

Sold 06/02/10

( p a r t )

B uy 12/08/09

B uy 08/16/10

( ad d ’ l )

B uy 08/19110

S o l d 01/! 1/10

S o l d 09/I 6/10

S o l d ! 1/26/10

( p a r t )

B uy 1 01/08/10

(add’l )

S o l d 0 9 1 2 3 1 1 0( p a r t )

S e e Seclion Vlll

I . Income Gain (’odes :

I ScColumns B I and IM )

2 V a l u e C o ~ s

{ , S e e U o i u m r a ~ I a~ DJ)

3 V~ue Mc~

B =$1.001 - $ 2 . 5 0 0 =$2.501 - $5.000

I =$1.000,0¢1 , $3.000.0¢0

-$50,001 -

P } =$1.000.001 - $5.0~).0~0

P 4 - M o r e l h t n $ 5 0 . 0 O O . 1 ~ O

W = E s t i m a t e d

E ~ $ I 5 . 1 ~ 3 1 -




of 103

N a m e o 1 ’ P e r s o n R e p o r t i n g

Standish, W IIl i tm L.

Date of Report

0 7 t l 2 1 2 0 1 1

V 1 1 . I N V E S T M E N T S a n d T R U S T S - i.¢o=¢. ,,a,,., r,..,,,,,,.a,,,,, a,,ct,a,~ ,,.. o~,~.~ ~,uz,-..t,,,. a,,,Z,e,,~ .. z,z,..~*-~ ofliting imtrm.’aons.)

NONE (No reportab le income, c t~set s , or tran sac t ions. )A. O. C. D.

D escr ip t ion o f A sse t~ I n c o m e d u r i n g Gro~ v a lue I t end T~nm~o~ during ~ning

( inc lud ing ~ st as~ts~ reining pefi~ of ~ing ~

(D (2) it) (2) it) (2) O) 14)

Place "(X)" after ~ch as~t Am~t T~ (e.g., Val ue Val~ T~ (e.g., D a te V a lue G~in Id~tiW of

e x e m p t f r o m p r i o r d i ~ l o s u r e C~e I d iv . , ~ nL C~ 2 Me~ b~, ~11, m~d~ C~2 C~ I

( A-H) or in t . ) ( J-P) C~ 3 rt~ption) (J-P~ ( A-HI

trt~cti~)

2 73 . -Micro so f t Carp

274 . -Mo rgan Stan ley

275. -Motoro la Inc

2 7 6 . -New el l R ub b er m ai d I n ¢

2 77 . -N e ws Ca rp In c

278. -Nextera Energy

279. -Nordst rom

280. -Nordst rom

281. -Norfo lk Southern C arp

282. -Occiden tal Pet ro Carp

2 83 . - O mn i c o m G r o up l n c

284. -Oracle Co,p

285. -Parker Hannif in Carp

286. -Pepsico Inc

287. -Pfizer lnc

288. -Phi ll ip M orr i s

289. -Praxir Inc

B uy 01/26/10

(add’l )

B uy 08/17/10

B uy 09/23/10

Buy 08/27/10

Buy 07/12/10

Buy 08/12/10(add’l)

Buy 06/16/I 0(add’l)

B uy 10/05/10

add’ l )

S o l d 06/24/I 0

1. Income Ga la { . ’odes :

2 . V a l u e C ~ ¢s

E =$15.DOI -




of 103

|Name of Person Report ing I D a t e o f R e p o r ~


]

07/12/2011

VII. INVESTMENTS and TRUSTS


A. B. C. D.

Description of As~ts Income during G r o ~ v a l ue a t ~ T ra n sa c t io n s d u n n g ~ n g

(including t~ asse~s) ~aing ~i~ of r~ni~ ~

(I) (2 ) (I) {2) (I ) (2) (3) ~4)

Ph~ "(X)" ~fler ~ch a~t Am~n~ T~ (~.g . . V a lue V a lue T~ (e .g. , D~ Val~ Gain Id~fi~ of

exc mp l ~ m p f i ~ d i ~l o ~ e C~e 1 div., ~nk C~ 2 M¢~ ~, ~ll, m~d~ C~ 2

( A - H ) o r in t . ) ( J - P ) C~ 3 ~ e m p f i o n ) O-P) (A-H) { i f p r i v a t

( Q - W )

2 9 0 . . P ro ~le r & Ga m b le Co

291. -Publ ic Svc Enterpr ise Group lnc

2 9 2 . .P ub l i c S v c En t e r p r i s e G r o up I n c

2 9 3 . - Q ua lc o mm I n c

2 9 4 . - Q ua l c o mm l n c

2 9 5 . -Q ua l c o mm [n c

2 9 6 . -Q ua l c o m m

297. -Raytheon Co

2 9 8 . -Sch wa b Ch a r l e s C a rp N e w

2 9 9 . -S emp r a En er g y

3 0 0 . - Tar g e t C ar p

301. -Textron Inc

302. -ThermoFisher Scientific Inc

303. -Time Warner

304. -Time Warner Inc

305. -Tyco inll L~d - W/I

306. -Uni lever PLC ADR

Bu y 0 1 t 0 8 1 1 0

B uy 05/25/10( a d d ’ l )

B uy 01/11/10

( ad d ’ l )

B uy 03/08/10

( ad d ’ l )

So ld 04/28/10I

B uy 0 8 / 1 6 / 1 0 ~

( a d d ’ l )

So ld 01108/10

So ld 08/12/ I0

(p~)

B uy 01/14/10

( ad d ’ l )

So ld 07/07/10

(part)

So ld 09/08/I 0

(part)B uy 106/02/10

(add’l )




of 103

N a m e o f P e r so n R e p o e l l n ~

S{andish , Will iam L

Date of Report

0 7 / 1 2 1 2 0 1 1



A. B. C. D,

I ) , . - s c n p t i o n o f A s s ~ t . s Income during Gro~s valu~ at ~ T r a n s a c t i o n s d u r i n g r ~ n o z l . i n g p e r i o d

(including trust assets) r e p o r t h a g p ~ r i o d o f r e p o t a i n g p e r i o d

(I) 1 2 1 (I) (2) (I) (21 (3) 14) (5 )

P l a c e " ( X ) " a f te r ~ c h a s s e t Am o un t Ty pe (e.g . V a lu e V a lu e TyI~ (e.g., D a t e V a lu e G a i n Identity of

e x e m p t f r o m p r i o r d is c l o s u r e Code I d i v . , r e n t . C o d e 2 M e t h o d buy, gll , m m / d ~ ’ y y . Cod e 2 Code I b ~ T e f ! s e l l e r

(A-H) o r i r a , ) { J - P ) C o d e 3 r o d = m p t i o n ) ( J - P ) ( A - H ) (if pdvate

( Q - W ) t r ans it ion)

3 07 . -V a le SA-Sp AD R

308. -Veretex Pharm aceut icals Inc

309. -Verctex Pharmaceut icals Inc

3 1 0 . - V i sa l n c C I A

3 1 1 . -W el l s F ar g o & C o New

3 1 2 . - W e l ls F a r g o & C o N e w

313. -Whir lpool Corp

314. -XTO Energy Inc

315. - D ef en d er s M- S H ed g e F d ( Name C hg F r o mB N V M - S H e d g e F d )

3 1 6 . - D r eyf us Mi d C a p I n d ex F d

317. -Dreyfus]Newton Intern Equi ty-I

3 1 8. -I sha r es S &P G S C I C o m mo d i t y- l n d

S o l d( p a r t )

S o l d

Sold

Buy

(add’l)

Buy

(add’l)

Sold

Sold

01/14/10

06/25/10:

08/18/10

08/13!10

09/16/I 0

11/26/10

06!16/10

12/01/09

319. - I v y M - S He d g e Fd ( N a m e C h g T o B N Y M -

S H e d g e Fd )

3 2 0 . - S t r a teg i c G l o b a l S t o c k F un d

3 2 1 . - B NY H ami l t o n G l b l R ea l E s t a t e

3 2 2 . -B NY M el l o n Emer g i n g M k t s F un d C I M

323. -BN¥ Mel lon In t’l Fund CI M

So ld

03/31/08

09/15/08

Se e Se c t io n V l l l # 7

S ee S ec t i o n V I I I # 7

See Sect ion VIl l #3

E =$15 .0OI - $5 0 .~




of 103

N ~ m e o f Pt’~o~ ReporTing


Date of R e p o r t

07/12/2011


A. 13 . C. D.

D escr ip t ion o f A sse ts I n c o m e d u r i n g Gr oss val ue a t end "l’raosac t io ra dur ing repo r t ing pe r iod

( i nc l udi ng t r ust a~ets) reporting period ot’rt-por6ng period

O) (2) (I) (7) (t) (2) (3) (4) (5)

Pl ac e "(X)" after each as~t A m o u n t Type ( e g . . Val ue V a l u e Ty~ (e.g., D ale Val ue G ain I d m l i t y o f

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d iv ., re n t, C o d e 2 M e t h o d b~,, s~ll , mm/dd /y’y C o d e 2 C o d e I buyer/seller

( A-H) o¢ in t . ) ( J-P) C o d e 3 r e d e m p t i o n ) (J-P) (A -H) (if p r iv a te

{ Q - w ) tra~.~ction)

3 2 4 . - B NY Mel l o n Mi d C ap S t o c k F d C I M

325.

326.

-BNY M-S H edge FD (Name Chg ToDefenders M -S Hedge Fd)

-BNY Mel lon Nat l Inform Muni Bd Fd CI M

12/01/09 Se~ Sec t on VII I # 7

M D See Secuon VIll #1

3 2 7 . -B NY M el l o n Nat l S /T M un i B o n d F d

’ 3 2 8. -B NY M el l o n O p t i ma L ! S S l r a t eg y Fd L L C

3 2 9 . -B NY M el l o n S mal l C ap S t o c k F un d C I M

3 3 0 . - B NY Mel l o n U S Eq ui t y C o r e

3 3 1 . Trus t #4 (1/6 Income lot )

, 3 2 . - B NY Mel l o n M M F un d C I M

333. -AT&T In c

134. -Accenture Lad

3 3 5 . - A e t n a I n c

: 3 3 6 . -Al l iance Data Sys Corp

¯ 3 3 7 . -AIIscr ipt s-Misys Hea l thcare Solut ion

338. -Amer ican Express

! 33q. -Amer ican Express

340. -Amerpr i se Finl Inc

D Div & lo t 0 T

M o n M k t I n v

S o l d

S o l d

B uy

B uy

B uy

( a d d ’ l )

01/11/10

06/18/09

08/20110

o6/24/10

07i l2 /10

See Sect ion VII I #3

I. Inccn~te Ga in Ct ides : A ~t 1,00O or less B ~ $ 1 ,0 0 1 - $ 2 . 5 0 0




of 103 Sta n d i sh , \ V i l l l a m L.

[

0 7 / 1 2 1 2 0 1 1

N O N E (No reportab le income, as se t s , or t ransa ct ions.)

A. B. C. D.

D e s c r i p t io n o f A s s e t s Income during Gross value a! end T r a n s a c t i o n s d u r i n g r e p o r l i n g I : ~ r i o d

(including t m s ~ a s s e t s ) t ’ ~ - - p o r t i n g I : ~ n o d orr~lxming period

(I) (2) (I) (2) (I ) (2) (3) (4)

P l ~ c e " ( X ) " a f l ~ " e a c h a s ~ , ~ t A m ou nt T y p ~ ( g . , Value Value T y p ~ ( e , g . , D a t e Value Gain I d e n t i 0 , o f

e x e m p t f r o m p r i o r d i ~ : l o s ~ r ¢ ~ode I d i v . , r e n t , C o d e 2 M e t h o d b~y. sell. m m ~ d d , ’ y y Code 2 C O d e I buyer/relier

(A-H) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) ( A - H ) { i f p r i v a t e

( Q - W ) ~n~action)

3 4 1 . - A m g e n I n c

3 4 2 . - A m g e n I n c

3 4 3 .

3 4 4 .

3 4 5 .

.Amylin Pharmaceuticals Inc

-Amylin Pharma ceuticals Inc

-Anadarko Petroleum Corp

S o l d 02118/10

(part)

S o l d 08/16¢10

B uy 05/1 I/I 0

B uy 06/24/10

( a d d ’ l )

B uy 0 6 1 2 3 1 1 0

3 46 . - A O L I n c So ld 01/07/ I0

3 47 . - A p ac he C o r p

348. -Apple In,"

3 49 . - A p p l e I n c

: 350. -Auto l iv lnc

I 3 5 1 . - B a n k o f A m e r i .. a C o r p

3 5 2 . - B a n k o f A m e r i c a C o r p

353. -Blackrock Inc

S o l d 01/26/10

(par t )

B uy 04128/10

(add’l )

S o l d 09/23/I 0

( p a n )

B uy 05/I 1/10( a d d ’ l )

B uy 09II 6/10

(add’l )

S o l d 09/17/10



3 5 6 . - C a p i t a l On e F i n a n c ia l C o r p

3 5 7 . - C ar n i v a l C o r p

B uy 01/22110

B uy 07/I 2/I 0

( a d d ’ l )

B uy 10/05/I 0

(~d’OB uy 07/07/10

2. V a l u e

3 Value M e t h o d Cod~s

(S~’~ C o l u m n

A = $ I , Q O 0 ~ los

F=$50,001 - $1o0,00~

J "$15,0~ or Ics~,

p) =$2 5,0~),001 -

O =Ap l

U = B ~ o k V a h ~ ¢

C ’ = $ 2 , 5 0 1 .

L ~ - $ 5 0 . 0 0 1 . $ 1 0 0 . 0 0 0




o f 103

Nam e of Pe.oa Rt~or’f lng I Date o f Report


I

0 7 ; 1 2 / 2 0 1 1

Vii. INVESTM ENTS and TRUSTS

N O N E (No reportab le income, asse t s , or tran sac t ions. )A B. C. D.

[X-scr i p l i on of Asse |~ I n co me d urin g G ro s~ va lue a t e n d T m s a c t i o n s d u r i n g r ~ p o r t i n g p c ’ n o d

( inc lud ing mas t a~sets) r e p o s i n g p e r i o d of r epoai ng p c .r iod

(I) (2) (I) (2) (I) (21 131 14) (51

Place "(X)" a f t e r each a s se t A m o t m t TyIx (e.g., Val ue V a lue T yp o (e .g ., D ate Val ue G ain I dent i t y of

e x e m p t f r o m p r i o r d i s c l o s u r e C o d e I di v . , r en t , C o d e 2 M e tho d b uy. s e l l, m r a ! d d / y y C o d e 2 C o d e I buyet / s¢ l l er

(A-|I) o r a n t ) ( J-P) Cod~ 3 r c dunpl i on) (J.P) (A -H) (if p r iv a te

(Q-W) t ransac t ion )

358. -Caterpillar Inc

359. -Chubb Corp

360. -Cigna Corp

361. -Cisco Sys Inc

362. -Cis¢o Sys In

363. -Coon Cola Co

364. -Comerica Inc

365. -Concophillips

366. -Cummins lne

367. -CV S/Carem ark Corp

368. -CVS/Caremark Corp

369. -CVS!Caremark Corp

370. -Danaher C o r p

3 7 1 . -Defenders M-S Hedge Fd (Name Chg

BNY/Ivy M-S Hedge Fdl

372. -Defenders Multi-Strategy Hedge Fund LLC

3 73 . -Du Po n t E l De N u mo u rs

374 . -EM C Corp Mass

B uy O6/21/10

So ld 03/08/I 0

(part)

So ld 11/17/10

(par t )

S o l d 0 5 1 1 I 1 1 0

B uy 09/14110

Sold 09/10/10

(part)

Sold 01!14/10

(part)

S o l d 06, r 24 / I 0

( p a n )

S o l d 08/2 0 / I 0

S o l d(part)

1 2 1 0 1 r 0 9

LI/18/IO

Buy 04128/10( a d d ’ l )

See Section VIII ~7

I Income Gain ( . ’odes ; A ~ $ I . fl O O n r l e s s Pt = $ 1 . 0 0 1 - $ 2 . 5 0 0 C =$ 2.501 - $5.000 D = $ 5 , 0 0 1 - $ 1 5 . 0 O O

(gee Col~rm$ O I and D4 ) F ~ $ 5 0 . 0 0 1 - $ I 0 0 . 0 0 ~ 1 G =$ 1 0 0 . 0 ( I I - $ I . f l O ~ . 0 O O H I - $ I , O O O . O 0 1 - $ S , O 0 0 . 0 0 0 H 2 o M i t© I h ~ n $ 5 , 0 0 0 . O 0 0

2 Value (.’od~s J ~115,000 o r less K *$1~.001 . $50:300 L ~$ $0,001 . $100,000 M - $ 1 0 0 .1 0 0 1 . $ 2 5 0 , 0 0 0

Cge-: t’olumnt (’1 and DJI N ~ $ 2 5 U . 0 0 1 -

P 3 - $ 2 5 , 0 0 0 . 0 0 1 - $ 5 0 . 0 0 0 . 0 t ’ ~ O P 4 = M o r e t h a n $ 5 0 . 0 0 0 . 0 0 " 1

3. Valur Method Corks Q = A p t - c a i s a IR ~ .’os t t rea t Es ta te O ~ l y ) S =As.~ssmcnt T = C a s h Market

( S e e (oltuma 12) U ~B~,k \’alu¢ V -O~her W =E~timated

E -$15.(101 - $50.000




of 103

N u m e o f P e r s o n R e p o r t in g


Date of Reporl

07/12/201

NONE (No repor tab le incom e , a sse t s , or t ransa c t ions .)A. B. C. D.

D~cription of A ssets [neons: during Gr~s value at end T r a n s a c t io n s d u r i n g r e p o r t m 8 l ~ r i o d

(including trust asset~) r t . p o r t i n g p m ’ i o d o f r e p o r t i n g p e r i o d

(I ) (2 ) (I) (2) (I ) (2) (3) (4) 15 )

Place "(X)" after each ~ s c t A m o u n t T y p e ( e . g . , Valu~ Value T y p ~ ( e . g . , D a te Value Gain I d e n t i t y o f

exempt from p rior disclo~re Code I d i v . , r e n t . Code 2 M e t h o d buy, sell, mm/dd/yy C o d e 2 C O d e I buyer/seller

(A-H) o r i r a . ) ( J - P ) C o d e 3 r e d e m pt i o n ) ( J - P ) ( A - H ) O f p r iv a t e

( Q - W ) t r a n s a c t i o n )

375. -EMC Corp blass

376. -Energizer Holdings

3 7 7 . - E x e l o n C o ~

378. -Exxon M obi l Corp

3 7 9 . - F e d e x C o ~

i 380. -First Horizon Nat’l Corp

381. -Ford Motor Co

i 382. -Franklin Res Inc

i383. -G~plne

i384. -G-pine

3 9 5 . oGener~l Electric Co

3 ~ 6 . -Google |he

3 8 7 . -|talliburt~n Co

39 8. -Hess Corp

3 8 9 .-Hewlett PackardCo

i 390. -Home Depot ln c


Sold 10/05/10( p a r t )

B u y I 1 / 1 8 / 1 0

So ld 08/27/10

So ld 0 6 1 2 1 1 1 0

So ld 01/29/10

B uy 11/26/10

B uy 01/15/10

( ad d ’ l )

So ld 07/12/ i0

So ld 08117fl 0

Sold 05/25 / I 0

(part)Sold O6/02/10

(part)

2 . V a l u e C e d e s

$2.500

=$~.~1 - $1.~.~

D -$5.0~1 - $ 1 5 . ( X I O

P 2 - $ 5 . 0 0 ( I . 0 0 1 -

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




o f 103

Ntme ot Per+o. Rt, portlng

Stn n d i sh , W i l l i a m L.

N O N E (No repor tab le income , a sse t s , or transa c t ions .)

D ~cr ip r io n o f A s s e ts ln c¢ rrm d urin g

(ineloding tn~t a~ts) ~ing

(I)

Place "(X)"

~xc~t ~om ~ di~lo~ C~ I di v . , r en t ,( A-H) or i n t . )

Gro~* value a t en d

of r epor t i ng per i od

(I) (2)

V a lue V a lue

C o d e 2 M e t h o d

( J-P) Cod~ 3

(I)

TyI~ (~.$.,

r ~ d ~ m p t i o n )

dur ing ix’po r t ing pe r iod

(’2.) (3) (4)

Dat e V a l u e G ain I dent i t y of

m m / dd /y y C od e 2 C o d e ! buy~’/$el l~

(J-P ) ( A -H) ( i f pr i vat e

t m n ~ c t i o n )

392. -Honeywdl Int’ l lnc

393 . -Hosp i r~Inc

394 . -Human Gen ome Sciences Inc

395. -IBM

3 9 6. - In fo rrn a t ica C o rp

Buy 02/I 8/10

(add’i)

Buy 08/16/10

(add’l)

B u y 08/19/10

397. -JP Morga n Cha~ & Co

398 . - Jun iper Networks Inc S o l d 01111/10

399. -Kbr Ine S o l d 09/16/10

400. -Kraf t Foods Inc S o l d 08/03~07

401. -Limi ted Brands Inc

402. -McKesson Corp

403 . -Med t ro n ic In c

S o l d 1 1 / 2 6 / 1 0

( p a r t )

B u y O l / O S / l O

( a d d ’ l )

40 4 . -Mer c k & C o I n c

40 5 . - Mi c r o so R C o r p

40 6 . -M o r g an S t an l ey

S o l d 0 9 1 2 3 1 1 0( p a r O

B u y 01/26/10(add’l)

40 7 . -M o sa i c C o

408. -Motorola Inc

S o l d 04/17/09

B uy 08/17!10

S ee S ec t i o n V I I I # 3

See Section VIII #3

A ~ $ 1 , 0 ( I 0 or less

F =550.001 -

J = $ 1 5 , 0 0 0 or le ss

N = $ 2 5 0 . 0 0 1 .

Q

D -$5.001 - $ 1 5 . 0 ~ 0

1 1 2 ~ M o r ¢ t h a n

M -$100.001 -

P2 -$L000.0OI

T =f.’ash Mark~




o f 103



Date of Rep~ r~

07/1~J2011


A. B. C, D.

D ~ c r ip t i o n o f A a s e t a I n c o m ¢ d u n n g Gro~ va~ at ~d T~acfi~ ~ng ~ning

(inclu~ng trus t a~) ~ing p~ of ~ing ~

O) (2) (t) (2) (I) (2) (3) (4) (5 )

Place "(X)" a~r och ~g~t ~unt T~ (e.g., Val ue Va~ ~ (e.g.. ~te Val ue ~in Id~,i~ of

exempt t~om wior die.sine C~I div., ~ C~e 2 Me~ ~y. ~11, m~ C~e 2 C~e 1 buys/ se l l er

(A- H) or int .) (J-P) C~ 3 ~mpt~n) ( J-P) (A-~ (if wi~xe

( Q - W ) t ~nsac t i on)

409. -Newel l Rubberm aid lnc Buy 0 9 T 2 3 / 1 0

410 . -News Co rp In c

411. -Nexter a E nergy Inc Buy 08,27110

412. -N~dstrom Buy 07/12/10

413. -Nor&qtrom B u y 08!12/I 0(add’l)

414. -Norfolk SouthernCorp

415. -Occidental Petro Corp B u y 04,28/10

416 . -Occid en ta l Pe t ro Co rp Buy 06/16/10(add’l)

417 . -Omn ico m G ro u p In c

418. -Oracle Corp Buy 10/05/10(add’l)

419 . -Park er Han n i f in Co rp So ld 06/24 /10

420. -Pepsico Inc

421. -Pfizer

422. -Phillip Morris

4 2 3. - Pr a xa i r I r~ c

424. -Proct e r & Gam ble Co

425. -Public Svc Enterprise G roup lnc B u y 01/08/10

Gain (’o~:s : A




o f 103



D a t e o f R e p o r ~

07/I 2/2011


A. B. C. D.

Description of Asse~ Income during Gross value at cad T r a n s a c t i o n s d u r i n g r e p o r l i n g p e r i o d

(including trust assets) r e p or t i n g p er io d o f r e p or t in g p er io d

(I) (2) (I) (2) (I ) 12) 13) 14)

P l a c e " ( X ) " a f te r e a c h a s s e t A m o u n t T y p e ( e . g . , V alue V alue " l ’ y p ~ ( g ~ D a t e Value Gain I d c n t iO , o f

e x e m p t f r o m p r i o r d is c l o s u r e C ode I d i v . , r e n t , Code 2 M e t h o d buy, sell, m m / d d , ’ y y Code 2 Code I b u y e ~ / s e t t e r

( A - H ) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) 1 A - H ) ( i f p r i v a t e

(Q-¢O t r a n s a c t i o n )

426 . -Public Svc Enterprise Group In c B u y 05/25/10

{add’l)

427. -Q ualcomm Inc Buy 01/11/10

{add’l)

428. -Qua/comm lac Buy 03/08/10(add’l)

429. -Qu alco mm In c So ld 04/28/10( p a a )

4 3 0 . - Q u a l c o m m I n c Buy 0 8 / 1 6 1 1 0

(add’l)

431. -Raytheon Corp

432. -Schwab Charles Cor p

433. -Sem p ra E n e rg y S o ld 01/12/10

434. -T arg e t C o rp S o ld(par t )

435. -Textron lnc

08/12/10

436. -Therm oFisher Scientific Inc

437. - T im e W a r n e r ]n o B u y 01/14/10

( a d d ’ l )

438. -Tim e W arner Inc So ld 07 /07 /10

( p a r t )

439. -TJX Cos Inc S o l d 12/09/08 See Section Vlll #3

440. -Tyco Int ’ l Ltd S o l d 09 /08/10

( p a r t )

441. -Unil¢ver PLC ADR B u y 06/02/10

( a d d ’ l )

442. -Vale SA-Sp

I . lace,me Gain Codes : A = $ 1 . 0 ~ 0 o * l e s s B =$1.001 . $2.500 C ~$ 2 .5 0 1 - $ 5 .~ . D = $ $ .~)t - $ 15 .~

(~¢ Co lm ~m s CI a n d O3 ) N -$2~.~1 - $~.~ O =$~.~1 - S I.~.~ Pl =Sl.~.~l - 15.~.~ P2 ~$5.~.~1 - $25.~.~1

3. Value Met~ C~s O -A~ai~l g <’~ {R~I Es~¢ ~ly) S =A~t T ~ a~ h

E -$15.u01 -$50.000




of 103

N a m e o f P e r , ~ o n R e p o r t in g

Standi$1~ William L.

Date of R e p o r t

07/I)~2011


A. B. C. D.

Desc r i p t i on of Asset s I n co me d urin g G ro s s v a lue a t en d "l’ransac~iom d ur ing rq~ or t ing pe r iod

(ir~cluding tr tt~t assets) repo r t ing pe r iod of r epor l i ng per i od

(I) 121 (I) {2) (I) (2) (3) (4) (5)

Pl ac e " ( X) " a / ~c r eac h asse l A m o u n t Typ~ ( e .g . , V a lue V a lue Type ( e . g . , D a le V a lue G ain I dent i t y of

e x e m p t f r o ~ p r i o r d i s c l o s u re C o d e I di v . . r en t , C o d e 2 M e t h o d buy, ~11, m m l d d / y y C o d e 2 C o d e I buycr/selk’r

( A-H) o r i n t ) (J-P~ C o d e 3 r ~dempt i on) ( J-P) (A-I t ) ( i f pr i vat e

( Q - W ) transaction~

443 . - V er e t exP har m ac eut i ca l s l n c

444 . . V er e t ex P har m ac eut i ca l s I n e

445 . - V i s a I n c - CI A

446 . - W el l s Far g o & C o N ew

447 . - W el l s Far g o & C o N ew

448. -Whir lpool Corp

449. -Xto Energy Inc

45 0 . - B NV H ami l t o n G l o b a l R ea l Es t - 1

45 I . -B N¥ I v y M- S H ed g e F d ( Name C hg ToD ef en d er s M- S H ed g e F d )

452. -Dreyfus Basic S&P stk Index

45 3 . - D r ey fus M i d C ap I n d ex F un d

45 4 . -i sha r es S &P G S C I C o m mo d i t y I n d Tr ad e

455. -Stra tegic Glbl Stk Fd

45 6 . -B NY M el l o n Emer g i n g M k t s F un d C I M

45 7 . - B N¥ Mel l o n I n t ’ l F un d C I M

45 8. - B NY Mel l o n M i d C ap S t k

4 5 9 . -B N Y M e l l o n N a t l I n t e r m M u n i B d Fd C 1 M

So ld 01/14/10

(par t )

So ld 06/25/10

So ld 08/18/10

B uy 08/13/10

(add’l )

B uy 09/16/10

(add’l}

So ld 11!26/10

So ld 06/1610

So ld 09/15/08

12/01/09

Sold 02/07107

See Section VIII #3

See Section Vlll #7

See Section VIII #3

I . I n , ,m e C o i n C o d e s : A = $ 1 . 000 or Ic~ gt - $ 1 . 001 - $ 2 . 5 00 C "$2.~1 - $5.~ D =$5.~1 - $15.~

P3 -$25.~.~1 - ~.~.~ P4 =M~ than

E ~$15.001 -




of 103

Name o[ Person Reportls~


D a t e o r R e p o r t

07/12/2011



A. B. C. D.

D e s c r i p t io n o f A s s e t s Income during Gross value at end T r a n s a c t i o n s d u r i n g r e p o ~ . i n g I X ~ t io d

( i n c h ~ d i n g t r o x l a s s e L s ) r e p o r t i n g p t - d o d of reportin8 p c n n d

(I) !2) (I) 12) (I) (2) 13) (4) (5 )

P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e { e . g ~ Value Value T y p e ( e . g ~ D a t e V alu~ Gain I d e n t i ty o f

e x e m p t f r o m p r i o r d i s c lo s u r e C ode I d i v . . m o t , C o d e 2 M e t h o d b u y , s ~ l l , m m . ~ d d / y y C o d e 2 Code I buyer/seller

{ A - H ) o r i n t . ) ( . I - P ) Code 3 r e d e m p t i o n ) L I - P ) ( A - H ) ( i f p r i v a t e

( Q - W ) t r a n s a c t i o n )

46 0 . -B NY M el l o n Nai l S T Mun i B d F d C I M

461. -BNY Mel lon-New, on Int l Equi ty Trade(Name Chg To Dreyfus)

462. -Dreyfus/Nevaon lnt l Eq ty 0qame ChangeFr B N Y M e l l o n -N e w t o n )

46 3 . - B NY Mel l o n O p t i m a L / S S t r a t eg y F d L L C

4 6 4 . -BNY Mel l o r t S mal l C ap S t o ck F un d C I M

46 5 . -B NY M el l o n U S C o r e Eq ui t y

466. Custody Acct #1 (100% Interes t )

4 67 . -P N C P A T a x E x e m p t M M Fu n d # 4 2 4

468. -Abbot t Laborator ies

469. -Abbot t Laborator ies

470. -Agi len t Tech Ine

47 1 . - A mer i c an Exp r es s

472. -Automat ic Data Processing

47 3 . - B J W l n c ( S C o r p ) A l exan d r i a , V

474.

475.

476. -Front ier Comm

-E merso n E lec tr ic Co

-Exxon Mobil Corp

D I n l e r e s t K

E Dividend O

None

C D i v i d en d

D D i v i d en d

None

D Di v i d e n d

D D i v i d en d

D Di v i d e n d

M

M

M

K

N

N

B uy

T o p e n

T So ld(part)

So ld

(part)

T

T

T

u

T

T

T

09/01 i09

01104/10

01/04/10

03/31/10

04/19/10

10/28/10

N

L

L

See Section Vlli #3

F

F

I . tn¢ocr~ Gain Uod¢~: A ~i l .t lO0 or l ess B = $ 1 . 0 0 1 - $ 2 . 5 0 0 C -$2201 - $5.~ D ~15.~1 - ~15.~




of 103

N a m e of Person ReportLng

Sta n d i sh , W i l l i a m L,

Date of R e p o r t

07/I 2120

VII. INVESTMENTS and TRUSTS -

N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A. B. C. D .

D e s c r i p t io n o f A s s e t s Income during Gross value a t e n d Transitions during report ing

( i n c k K ~ i n g trust ~sse~s) r’q~ning p~fiod of repo~ng period

(I) 12~ O) ~2) (I) (2) (3) (4)

P l a c e " ( X ) " a R e r e a c h a s s e t A m o u n t T y p ¢ ( e . g~ Value Value T y p ~ ( e . g . , D a t e V alue Gain I d e t ~ t it y o f

e x e m p t f r o m p r i o r d i s c lo s u r e Code I d i v . , r e n t , Code 2 M e t h o d buy, sell. m m/dd/yy C o d e 2 Code I tmy~iscller

(A-H) o ¢ i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e

( Q - W ) t r a n s a c t i o n )

i477. dDcneral Electr ic Co D D i v i d e n d ] M T Do n a t e d 07/06/10 K

I I478. -General Electric Co i D o n a t e d ! lit0/10 L

4 79 . -Gr i t P l a in s E n e rg y ln ¢ B D i v i d en d So ld 04/19/10 M A

480, -H J Heinz Co D D i v i d en d N T

4 8 1 . - l sha r es MS C I P ac i fi c Ex J p n C Dividend M T B uy 04/19/10 L

482. -Johnson & Johnson E D i v i d en d O T

483 . -J P Mo r g a n C has~ A D i v i d en d M

484. -M er c k & C o E Dividend O

485 . -M er c k & C o

486. -Microsof t Corp D Dividend O

4 8 7 . - M o n s a m o C o B D i v i d en d M

T

T

T

T

So ld 04/19/10 L

So ld 10/28/10 L( p a r t )

F

F

488, -Nat ional Grid PLC D Dividend L T B uy 04/19/10 M

489 . - Nati o n a l G r i d P L C

4 9 0 . -N e s t l e S A

491. -Orac le Corp

492. -Pepsico Inc

493. -Pfizer

D Di v i d e n d

C D i v i d en d

D Dividend

B Dividend

N T

N T

M T

So ld 08/20/10( p a n )

Sold 10/25110

D

2, Value ( ’odes

ISce Column, C I ~ D3)

A =$1.000 or less

F"S50.001 - $100.000

J ~ $ I 5 , 0 0 0 o ¢ l e s s

N = $ 2 . ’ 1 0 , 0 ~ 1 . $ 5 0 0 , 0 0 0

P 3 = $ 2 5 . G 0 ~ , ~ 1 - $ ~ 0 . 0t ~ .0 0 0

O =Appraisal

U=

Oc~,k Valm:

B -$1.001 - $2,500

G-$ 100.001 - $ 1 , 0 0 0 , 0 0 0

K -$1L00! - $50,000

O~ $ 5 0 0 , 0 0 1

V

D = $ 5 . o 0 ! -

H 2 = M o te th an $ 5 . 0 0 0 . 0 0 0

M = $ t 00 . e , 01 - $ 2 5 0 .000

P2 "$5.000.001 -

T C a s h M a r k e t

E = S i S , f l O e - $ 5 0 , 0 0 0




of I03

N a m e o f P e r~ o m Repor ting


Date of Repert

0 7 1 1 2 . / 2 0 1 1


A. 1 1 . C. D.

Desc r i p t i on of Asset s I n c o m e d u r in g G ro s s v a l t~ a t e n d T ra n sa ctio n s d m ’in g re p o rt in g p e r io d

[ ir~luding Iru~ a s s e t s ) reporting period of r~)orting period

(I) (2 ) II) (2) {I) {2) (3) (4) (5 )

Place "(X)" a f t e r each a s se t A m o u n t Type leg., Value Va k ~¢ Typ~ (e . g . , D a te V a lue G a in I dent i t y of

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d iv . , r ea l , C o d e 2 M e tho d buy, sel l . m m / d d / y y C o d e 2 (’ode I buyer!seller

( A-H) or i n t . ) ( t -P) C o d e 3 r e d e m p t i o n ) ( J-P) ( A-H) 0f p r iv a le

( Q - W ) t ransac t ion l

494 . -Ph i l l l ip M o r r i s

495. -Procter & Gam ble

49 6 . -RPM In t ’ l In c

497. -Schlumbe rger Lid

498. -S tr ike r Co rp

499. -3M C o

500. -Tortoise Ene rgy Infrastructure

5 01 . -Tran scan ad a C o rp

5 02 . -Ver izo n Co mmu n ica t io n s

5 03 . -Vu lcan Mate r i a l s Co C o rn

5 04. -A l leg ian t PA MM Fd

5 05 . -Co ca l ico SD PA 2 .0-2 014

506. -Monroe County PA 2.8-2016

507. -Nazareth PA School Dist 3 .5-2010

508. -South Western SD PA York 3.15-2018

5 09 . - PA S t 4 .0 -2 01 1

510. -Ltd Partnerships --

C Dividend M T

D Div id en d N T

D Dividend M T

D Dividend O T

C Div id en d N T

D Dividend N T

C Div id en d M T Buy 04/19/10 M

None M T Buy 10/28II0 M

N o n e M T B uy I 0 / 2 8 1 1 0 M

B Dividend L T

A Interest Closed 03/31/I 0 N

A Interest M T Buy 01/08/10 M

C Interest M T

C Interest Matured 1 I/I 5/10 L

B Interest M T Buy 05/I 8/10 L

C Interest M T

I . Income 13aia Cod~: A ~ $ 1 . 0 0 0 m " l e s s B ~ $ 1 . 0 0 1 - $ 2 , ~ i0 0 C =S2,501 - $5.0fl0 D -$5.001 -

( S - .- e C o l u m n s C I a n d D 3 1 N -1250,001 - $ 50~.1:~0 O - $ 5 4: ) 0 ,0 01 ̄ $ 1. 0 00 . 0 0 0 P I L $ I , O O 0, 0 01 -

P } - $ 2 5 . 0 ~ O . 0 O I - $ 5 1 ~ . 0 ( J 0 . 0 0 0 P4 -Mor~ than

~ . ~ . ’ ¢ C o l u m o 1 " 2 } U = Book Value V -Other W -Es!imateA




of 103 Ia m e o f P e r s o n R e p o r t in g


Date of Report

07/1:)’2011


D~-~’ription of Assets Incomduring

( including trust a s s , ~ s ) r~ or t ing pe r iod

(l) (2)

P la ce "(X) " a l le r e ~ch a s s e ~ A m o un t Type ( e . g . ,

e x e m p t f r o m p r i o r d i s c lo s u ~ C o d e I di v . , r en t ,( A-H) or int .I

Grosa value at ~

of r epoai ng per i od

(t) (2)

V a lue V a lue

C o d e 2 Metlu3d

(J-P) C o d e 3

(Q-W)

(I)

Ty~ (e,g,.

buy, sell,

r ~ d e m p t i o n )

Tm nsaclions during r©porling period

(2) (3) (4) ( 5 )

D ate V a l u e G a in Id e n ti ty o f

m m / d d / y y C o d e 2 C od e I Imyer lse l le r

( J - P ) (A-H) (ifpnvate

t r a : ~ ’ c , ’ a c l i o n )

51 I . -One Atlan ta A . s s o e s - At lanta .GA RealE s t a t ~

5 1 2 . - J & S R e a l t y M a r k h a m - O n t a r i o R e a l F . s t

5 1 3 . B a n k A c c B -

5 1 4 . - M e l l o n B a n k N . A .

5 1 5 . -P NC B an k

516. Tr0s t #5 ( I 00"/, Income Interes t )

517. -Blackrock MM Munifund # K-1

5 1 8. - B l ack r o c k MM Temp f un d # H I

5 1 9 . - A p ac he C o r p

5 2 0 . - A p p l e l n c

521. -Bank of America Corp

5 2 2 . -B ar d C R I n c

523. -Baxter Int l Ine

524. - B P P LC S p o n s A DR

525. -Bristo l Meyers Squibb Co

526. - C o c a C o l a C o

527. - De l M o n t e Fo o d s C o

A I D i s t r i b u ti o n

A Dislr~ution

A

C

E

I n t e r e s t

I n t e r e s t

Div & InS

K

K

N

O

PI

w

Mon Mkt Inv

Buy

Bu y

Buy

S o l d

S o l d( p a n )

S o l d

06/30/04

12/06/10

07/15/10

05/07/10

12/06/10

O4/07/10

M G See Section Vill # I

See Section VIII #3

1. Income Gain Codc~: A -$ I . t ’/ JO or le ss B = |1 ,0 0 1 - $ 2 ,5 0 0 C = $ 2 . 5 0 1 - $ 5 ,0 ~3 D - $ 5 . 001 . $ 15 . 0O O

IS¢c Coluznns B I Imd D4) F = $ 5 0 . 0 ~ 1 - $ 1 0 0 . 0 0 0 G = $100 ,001 - $ 1.000 ,0 (]O HI =$ 1,000.0O I. $~.(X)O .O 00 H2 re M ote tha n

2. Value Code~ J = $ 15 .0 00 m le s s K ~$ 1 5 .0 01 - $ 5 0 ,0 0 0 I = S 5 0 ,0 0 l - 5 1 1 ~ . 0 0 0 M =| 100 .~ ) l - 12 5 0 .0~ 0

( S ¢ Co lu m n s t- ] an d D 3 . ~ N -5 25 0. 0 (} I - $5 00 .0 00 0 = $ 5 0 0 . 0 ~ I . $ I . O 0 0 . 0 0 ~ P l = $ I . 0 0 0 . 0 0 1 - 5 5 . 0 0 0 . 0 0 0 P 2 = $ 5 . 0 ~ 0 . ( X ~ I -

P $ * $ 2 5 . 0 ( 1 0 . 0 0 1 . $ ~ 0 . 0 0 0 . 0 0 0 P 4 - M ~ e t h ~ n

3 . V a l u e M c t h o ~ t ’ L ~ I c , Q - A p p r a i s a l R ~ ’ o s t { R ~ I E s ~ l e O n ] y ) S ~ A s s . ~ s r n ~ n ! T = C : t s l a M a r k e l

( Sc.c C,~lumn t’2 ) U ~ B o o k V a h ~ V --Other W =




o f 103

Date of R e p o r t

07/1~’2011

VIi. INVESTMENTS and TRUSTS-~,~o ,~o . ~,~ ,o., ..... cliom(Int’tadesthoseof,po ....d d ¢ p e n d e n t c h i l d r e n z x e e p p . 3 4 . a O o f f i l in g i n ~ l r a c t l o m . )


D excrip tio n o f A sse ls I n co m e d urin g

( inc lud ing t rus t ~ ¢ t~ ) repo r t ing pe r iod

(1) 12)

I~ac~ " IX)" afte r ~ ’ach a s s~ A m o u n t Tyl~ (e .g . ,

exem pt from pfi~ d i~ o~ a t re Co~ I di v . , r en t ,( A-HI or in t . )

Gr os~ val ue a t end

o f r e p o n i n g p e r i o d

(I~ (2)

Val ue V a l u e

Cod~ 2 M e l h o d

( Q - W )

Tr~ m~ act ions dur ing repo r t ing pe r iod

(0 (2) (3) (4) (5)

Type ( e . g . , Dat e V a l u e G ain I dent i t y of

b~’, sell, m m / d d / y y C o d e 2 C o d e I b uyer /se l le r

r e d e m p t i o n ) ( J-P) ( A-H) ( i f pr i vat e

Ir~ns~ction)

5 2 8 . -Disney Walt Co

529. -Dow Chemical Co

530. -Exxon M obi l Carp

5 3 I . -FPL Group Inc (Name Change To NexteraEnergy Inc)

06/O3/10

532. -Franklin Res Inc

533. -Frontier Communications Co (spin offFrom Ver izon Comm s)

534. -Front ier Communicat ions Co

S p i n o f f 0 7 /0 2 / I 0(from line 554)

So ld 07/16/10

5 3 5 . - G en er a l E l ec t r i c C o

5 3 6 . -G o l d m an S ac hs G r o up I n c Buy 12/06/10

5 3 7 . -H l H e in z Co

538. - In tel Carp

5 3 9 . -I sha r es Tr s t MS C I Em er g Mk t s I n d ex F d

Sold 12/06 /10(pan)

540. -Johnson & Johnson

5 4 1 . -M a s t e r Ca rd

5 42 . -McDo n ald s Carp CI A

5 43 . -Micro so f t Carp

5 44. -JP Mo rg an Chase & Co

So ld 1 2 1 0 6 / 1 0

( p ag )

I . Incmn.: Gain

(See Columns BI and

2 . Value C o d e s

(Scc Coh~ CI ~d D3)

3 Val~ M~ ~’~

l~Colunm

D = $ 5 . 0 0 1 - $ I 5 . 0 0 0

H 2 = M a r c than

M - $ I 0 0 . 0 0 1 -

T * ( . ’ a s h M a r k e t

E




of 103

Name of Person Report ing I D a t e o f Repor t

S t a n d i s h , w i l l ia m L .

[

07/I 2/2011



A. B. C. D.

Desc r i p t i on of Asset s I n c o m e d u r in g G ro ss v a lue a t e n d T ra n sa ctio n s d urin g re p o rtin g I~rio d

( i nc l udi ng t msi asse t s) repo r l ing pe r iod of t~-’poning period

(I) (21 H) (2) (I) (2) (3) (4) (5 )

Pine= "(X)" a f l~ each a s . q : t A m o u n t Type ( e . g . , V a lue V a lue Type ( e . g . . D ate V a l u e G ain I dent i t y o f

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I di v . , r en t , C o d e 2 M e tho d b uy, ~ I I , mm/dd~ C o d e 2 C o d e I b~Jyer/seHer

(A-I t ) or i n t . ) ( J-P) C o d e 3 re d e m ptio n ) (J.P) ( A-H) ( i f pr i vat e

( Q - W ) na r~ ae t ioa )

5 4 5 . - M o l o r o l a I n c

5 4 6 . - M o t o r o l a I n c

5 4 7 . . N e x t e r a E n e r g y I n c ( N a m e C h a n g e F r o m

F P L G r o u p I n c )

5 4 8 . - N i k e I n c C I B

5 4 9 . - P e r k i n s M i d C a p V a l u e ( N a m e C h g F r

Ja n US M i d C a p Va l u e )

5 5 0 . -Sch lu mb e rg e r Ltd

5 5 1 . -3 M C o

552. -The Travelers Co

5 5 3 . - T im e Wa r n e r I n ¢

554. -Verizon (SpinoffofFront ier

C o m m u n i c a t i o n s )

555. -Wal-Mart S tores

5 5 6 . -W as t e M an ag em en t i n c

557. - W el l s Far g o & C o New

558. -Calamas Growth Fund H606

559. - Jan us Mi d C ap V a l ue # 5 7 ( Name C hg ToP er k i n s Mi d C ap V a l ue)

5 6 0 . -V an g uar d F TS E A l l W o r l d Ex- U S I n d ex F d

561. Trust #6 (100% Income Interes t ) F IntJDiv. Pl T

S o l d 0 4 / 0 7 1 1 0( p a r t )

S o ld 0 7 / 1 5 / 1 0

0 6 / 0 3 1 1 o

07/01/09

So ld 12/06/10

( p a r t )

Sold 12106/I 0

( p a r t )

C l o s e d

0 7 / 0 2 / 1 0

B uy 12/06/10

0 7 / 0 1 / 0 9

S e e S e c t i o n VI I I #7



G See Section VIII #1

E =$ I S.(lO I .




of 103

[Name of Person Rel~rtlnz I Date of Reporf

Standish, William L

I

07!lZt2Ol I

NONE (No repor tab le incom e , a sse t s , or o’an sac t ions . )

A. B. C. D.

Descrip t~os~ of Assets Income du~ ing Gross value at ~ T~ctions du~ r~ng peri~

(including ~t a~) ~ng p~ of ~g

O) (2 ) (I) (2) (~) (2) (3) (4) (5)

Place "(X)" after each ~t Amour T~ (e.g., Val ue Y~lue Ty~ (e.g., ~le Value Ga~ Identi~ of

exempt ~m prior ~lo~C~e I

div., ~t,

( A-H) ~ inL) ( J -P) C~e ] ~dem~n) ( J -P) ( A-H) ( i f pr i vat e

(~W) ~n~ciion)

562. -B lacktock M M Munifund # K l

i 5 6 3 . . B l a c kr o c k M M T e m p f i m d # H I

i 564. -Abbort Laboratories Inc

565. -Apache Corp

566. -Apple Inc

: ~ 5 6 7 . - B a n k o f A m e r i c a C o r p

568. -Bard C R Inc

569. -BP PLC Sports ADR

~70. -Bristol Myers Squibb Co

57i. -Coca Cola Co

572. -El Dupont deNemours

573. -Emerson Elcclric Co

574. -Exxon Mobil C o r p

5 75 . -FPL Group Inc (Name Change To Nexlera

E n e r g y Inc ’~

576. -Frank l in Re s Inc

577. -Fron t i e r Comm unica t i ons Co ( sp in off

From Ver izon Comms)5 78. -Fro n t ie r Co mm u n ica t io n s Co

1 M o n M k t l ay

Buy 06/30/04

So ld 12/06/10(part)

Bu y 12/06/10 i

Buy 07/15/I 0

Buy 07/15/10

(add’l)

S o l d 05/07/10

S o l d 12/06/10( p a r t )

06/03/10

Spinoff [ 07/02/10

( f rom l ine 6 0 0 ) [Sold 0 7 / 1 6 / 1 0

S e e S e c t i o n V I I ! # 3




of 103

N a m e ~ 1 ’ P e r s o n R e p o r t i n g


Date of Report

0 7 , ’ 1 2 / 2 0 1 1

N O N E (No reportable income, assets, or transactionx.)

A. B. C. D.

D eser ip ( ion o f A sse ts I n c o m e d u r i n g Gross value a! ~ T~nsac t i oos dur i ng r epor t i ng pe~od

!inch~ding ~rust a.’~et’O r ~or t i ng p~r i od of r epor t i ng po’ i od

(I) (2) 11 1 (2 ) (I) (2 ) (3) (4) (5)

Place "1X)" a f t e r ~ ch a s se t A m o u n t Type ( e . g . , Value: V a lue T yp ~ (e .g ., D ate V a l u e G ain Identity

e x e m p t l ~ o m p r i o r d i s c lo s u r e . C o d e I d iv ., re n t . C o d e 2 M e t h o d b uy, se ll, m m /d d ~yy C o d e 2 C o d e I b uyer lse l le r

( A-H) or i n t . ) O-P) C o d e 3 r e d e m p t i o n ) (J-P) ( A-H) ( i f pr i vat e

( Q - W ) t ransac t ion )

5 7 9 . - G en er a l M i l ls I n c

5 80 . -G o l m an S ac hs G r o up I n c

581. -Goog le Inc CI A

5 82 . -H o me D ep o t

583. - ln tel Corp

5 8 4 . -I s h a x e s T r us t M S C I E m e r g M k t s I n d e x Fd

5 85 . - J P Mo r g an C hase & C o

586, -Kimbe rly-Clark Corp

5 87 . -M as l e r C ar d I n c C 1 A

5 88. - Mc D o n a l d s C o r p

Buy I~0~10

Sold 12 /06 /10(p~)

B uy 1 2 1 0 6 / I 0


590. -Motoro la lnc

591. -Nextera Energy Inc (Name Chan ge From

FPL Group Inc)

592. -Pfizer lnc

593. -Phelps Dodge Corp

594. -PPG Indust r ies

595. -Proc tor & Gam ble Co

S o l d 07/15/10

06/03/I 0

Sold 07/15/10

C l o sed 03/17/07 S e e S e c t i o n VI I I #9

[. lacom e G aon ( odc~. A =$ 1.000 or less B = $ 1 . 0 O I - $ 2 . g ’ ]O C ~$ 2 ,50 1 - $ 5 .~ D ~5 5 ,(~ I - $ 1 5.~




o f 103 Ia m e o f P ¢ ~ o n R e p o r t i n g J Date of R e p o r t

Standish , Wil l iam L.

I

071120011


F--] N O N E (No repo r t ab l e i ncome , a s se t s , o r t r an sa c t ions .)

A. B. C. D.

Desc r i p t i on of Asset s Incom~ dur ing G r o s s v a l u e a t e n d Tr ansac t i or a dur i ng r epor t i ng per i od

l i nc l udi ng t r ust a~et s) repo r t ing pe r iod of r epor t i ng per i od

(I) 121 (I) (2") 11) (2) {3) (4) ~ 5 )

Pl ac e " ( X } " af t er eac h asse t A m o u n t Type ( e . g . , V a l u e V a l u e Type ( e . g . , Da le Val ue G ain I dent i t y of

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d i v . , r en t , C o d e 2 M e tho d b uy. se l l, m m / d d / y y C o d e 2 C o d e I buyer/seller

(A-I t ) or i n t . ) ( J-P) C o d e 3 rede,.mptlon) (J-P ) (A -H) ( i f pr i vat e

( Q - W ) tr~nssction)

5 9 6 . .Q ua l c o m m I n c

597. -Seh lumbcrger Lid

598. -3M Com pany

599. -Vanguard FTSE All World Ex-US Index

600. -Verizon (SpinoffofFrontier

Communications)

601. -WaI-Mart Stores Inc

602. -Waste Man ag emen t Ine

603. -Wells Fargo & Co New

604. -Zimmer Holdings Inc

605. Trust #7 (No Income Rec’d)

606. -Blackrock MM Munifund # KI

607. -Blackrock MM Tempftmd # HI

608. -Cumberland Cnty PA 3.375 - 2015

609. -Forest Area Sch Dist PA 3,3-2012

610. -Indiana St Fin Auth Rev 4.0-201 !

61 I..Monroe T w p PA 3.0- 2010

612. -N Coventry Twp PA 3.15 - 2014

S o l d 1 2 / 0 6 / 1 0( p a n )

Buy

07/02/I 0

12/06/10

None P2 T PI G See Sec t ion VII I #1

M o n M k t I n v

B uy 06/30/04 See Sec t ion VII I #3

M a tu re d 11 / 08 / I 0

Matured 0 8 / 02 / 10

I I n c a m ¢ G a i n C o d . : ~: A *$ 1.000 o t Ic~* B - $ 1 , 001 - I2 .5 00 ( ’ -$ 2 ,5 O I - $ 5 ,0 0 0 D -$ 5 ,0 ~ I - $ 1 5 ,0 0 0

tSce (.’nla’~ CI and D3) N -$2.qLOOI -

P 3 - $ ~ .000 .0~ I . $ 5 0 .000 .~ 10 P 4 * M o te th an $ 5 0 ,0 0 0 ,0 0 0

3 . ~ .’a luc Method Codes 0




of 103

Na ~ o f P e e ~ o ~ Rq~r ting

S t a a d h h , W i l l ia m L .

D t t e o f R e p o r t

07/12/2011


D~icription of A ~’Is Income during

(including trust assct~l rq~rting period

(I) (2)P l a c e * ( X ) " a f le z ¢ a c h a s s e t A m o u n t T y p e (g.,

e x e m p t f r o m p r i o r d i s c lo s u r e Code I div., r~t,(A-H) o r i n L }

G r o s s v a l u e a t e n d

o f ~ e p o n i n g p ~ - i o d

(1) (2)

Value Valu~

Code 2 M e t h o d

( J - P ) C o d e 3

(@w)

T)I~ (e.g.,

b uy, se l l ,

r~d~nption)

Tr~rmctions during r@orling I~’iod

(2) 13) (4~

D ate V a l u e G ain I dent i t y of

m l ~ ’ ~ k~ 7 C o d e 2 C o d e I buyer/seller

(J-P) (A-H) ( i f pr i vat e

t ransac t ion )

613. -Okalocsa Cn ly FL Sch Bd 3 .5 -2013

614 . - P i n e G r o v e A r e a S c h Di s t g 3 .2 5 -2 015

615. -Scranton Penn Se t A 3.0 - 2010

616. -St Pub Sch Bldg Auth R ed Bnk 3 .75-2011

617. -Susquehanna Twp PA Sch Dis t 3.3-20 | 5

618. -Up Perkiome n Sch Dst 3.85-2014

619 . - Wa s h l e n a w M i c h C m n t y C o l l e g e 3 .5 - 2 010

62 0 . - Wi l m i n g t o n N C W t r & S e w e r 3 .75 - 2 012

62 1 . - A g i l e n t T e c h I n c

6 2 2 . - A ! l e r g an l n c

6 2 3 . - A mer i c an Exp r es s C o

6 2 4 . - A p ac he C o r p

6 2 5 . - A p p l e l n c

626. -Apple Inc

62 7 . - B a n k o f A m e r i ca C o r p

6 2 8. -B ar d C R I n e

629. -ChevronTexaco Corp

Ma~d

B uy

B uy

B uy( a d d ’ J )

Bu y

( a d d ’ l )

Bu y

09/01/10

04/01/10

12/06/10

07/15/ I0

12/06/10

07/15/10

12/01108 S ee S ec t i o n V i l l # 3

E =$15 . ¢¢1 -




o f 103 I,me of Person Reporting

Standish~ ~,Villlam L~

Date o Report

0 7 / 1 2 / 2 0 1 1

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

A. B. C.

Ek-scrlp’don of Asset.~ I n co m e d urin g G ro s s va lue at e n d Tr ansa~i ons dur i ng r epor t i ng per i od

( i nc l ~li ng t r ust asse l s) ~-ponin8

ix-Tied of r epor t i ng per i od

(I) (2) (I) (2) (t) (2) (3) (4)

PI~ e "(X)" a f t e r each asst"t A m o u m T y p e ( e . g ~ Value Val ue Type ( e . g . , Da te Val ue G ain Identity oF

e x e m p t f r o m p r i o e d i s c l o s u re C o d e I d i v . , r en t , C o d e 2 M e tho d b uy. se ll . m m / d d ? y y C o d e 2 C o d e I I :myeriseller

( A-H) or inL) (,I-p} C o d e 3 r e d e m p t i o n ) (J-P ) (A -H) (ifprivale


630. -Coca Cola Corp

: 63 I. -Walt Disney Co

632. -Dom inion Resour ces Inc VA

¯ 63 3 . -Do w Chemica l

63 4. -E merso n E lec t r ic Co

63 5 . -Fran k l in Re s In c

636. -FPL Group lnc {Name Change To Nextera

Energy Inc)

637. -Front ier Communicat ions Co (spin off

From V er izon)

638. -Frontier Com mun ications Co

639. -Gene ral Electric Co

640 . -G en era l Mi | l s

64 I . -G o ld man Sachs G ro u p In c

6 42 . - G o o g l e I n c

So ld(part)

12!06/10

!

643 . -Han esb ran d s

644. -Hewlett-Packard Co

645 . -Hewlen -Pack ard C o

646. -Int’ l Business Machines Corp

Sold 12/06/10

i06/03!10

Spinoff 07/02110

(from line 664)

S o ld 0 7 /1 6 /1 0

Buy ,12/06/10

Buy I 12/06/10

(add’l)

’ (part) Sold07 / I 5 /10

i Sold 1 2 1 0 6 1 1 0

( p a r t )Sold 07/15/10

,,1 (part)

I. Inctanc Gain

(See (’uhmms B I and

2. V a l u ~

1 ~ C o l m ~

G - $ I O 0 , O 0 1 -

I t = S I L O 0 1 - $ 5 0 , 0 0 0

R ~ S ’ o s t |R , ~ a l E s t a le O n t y )

V - O ~ . h c r




of 103

N a m e o f P e r s o n R e p o r t in g


Date of Report

07/12/2011


V-1 N O N E ( N o r e p o r t a b l e i n c o m e , a s s e t s , o r t ra n s a c t i o n s . )A. D. C. D.

13~cril~ion e! A s s e t s Income during Gross velue at end Transactions during reporting period

(including trus~ ~sse~s) repo r t ing pe r iod o f r e p o a i n g I x ’r i o d

(I) (2) (I) (2) (I) (2) (3) (4) (5 )

Pl ac e " ( g 1" af t er eac h as .se t A m o u n t Typ~ (e,gl, ValL~ V a l u e T y l m ( e . g ., Dare V a lu~ G ain l d c m l t y o f

e x e m p t f r o m p r i o r d i s c lo s t . ~ e C o d e I day., r~nL Cod~ 2 M e t h o d buy. sel l , m m i d d / y y C o d e 2 C n d ~ I buyer/sel ler

( A-H) or int .) ( J-P ) C o d e 3 r e d e m p t i o n ) ( J -P) IA-I I ) | i f p r iv a te

( Q - W } t ransac t ion )

64% - lnt’ l Business Machines Corp

648 . .In te l Corp

649 . - l shaxe s Trus t MSC! Emerg Mkts Index Fd


651. -Marriotz Int’ l Inc

652. -Mastercard lnc CI A

653. -McDonalds Corp

654 . -Medco Hllh Solut ions lnc

655 . - N e x t er a E n e r g y I n c ( ’N a m e C h a n g e F r o mFPL Group Inc)

656 . -Norfo lk Southern Corp

657 . -Pf i z e r lnc

6 58 . -P roc t e r & Gamb l e Co

659 . -Sara Lee Corp

660. -Schlum berger Lad

661. -Schlumberger Lad

662 . -3M Co

663. -Vanguard FTSE All W orld Ex-US IndexF d )

So ld 12/06/10I

@ a r t)

S o l d 0 7 ! 1 5 1 1 0

B u y 12t01/08

Bu y 12/01/08

B uy

(add’l )

B u y(add’l)

S o l d( p a r t )

0 6 / 0 3 / 1 0

07/15/10

12/06/I 0

12/06/10

See Section Vlli #3

See Sectio n VII! #3

I . I n c o m e G a i n C ~ I e s : A ~ $ 1 ,0 0 0 o l e s s B = $ 1.0 01 - $ 2 ,500 C 7 52 .5 0 1 - ’i5 .0 0 0 D =$5.0OI - $15.O0t)

[~¢ Colm~ C21 IJ~B~k Val~. V =~t W




o f 103



Date o f Re po ~

07/1~2011


A. B. C. D.

D e s cr ip t io n o f A s ~ts In co m e d urin g Gr oss val ue a t end T r a n s a c t i o n s d u r i n g r e p o r t i n g p ~ o d

( inc lud ing t rus t a s se ts ) r t por t i ng per i od of r~ m r t ing pcr lod

(I) (2) {I) (2) (I) (2) (31 (41 15 1

p la ce "(X )" a fte r ea ch a s~¢ l A m o ua ! Type ( e . g . , V a lue V a lue Type ( e . g . , D ate Val ue G ain [dccl|lly O f

e ~ e m p t f r o m p r i o ¢ d i s c l o s ur e C o d e I d iv . , r~ n t , C o d e 2 Mr’thud b ~y, se ll, m ru/d d /yy C o d e 2 C o d e I b uyer! se l le r

( A - H ) or in t . ) ( l -P) C o d e 3 re d e m p tio n ) (I-P ) ( A -H) ( i f pr i vat e


t664. -Verizon (Spinoffof Frontier [ 06 /03 /10

Communications)

665. -Wast~ Management Inc Bu y 12/06/10

666 . -Wel l s Farg o & C o N ew

667. -Weyerhauser Co

668. Trust #8-A (GST Exem pt Trust)

S o l d 0 9 / 1 5 / 1 0

( p a r t )

E Div & Int O T N E See Section VIII #1

669. -BNY Mellon Nat’l Muni MM Fund M M o n M k t la y

670. -AT&Tlnc

671. -Accenture Ltd So ld 01/11/10

672. -Al l iance Data Sys Corp

673 . -A IIscr ip ts-M isys He a lthca re So lutio n B uy 08!20/10

6 7 4 . - A mer i c an Exp r es s B uy 06/24/10

675 . -A m er ican E xp res s Buy(add’l)

6 7 6 . -A merp r i s e Fin l In c

0 7 / 0 9 / 1 0

6 7 7 . -A m g en I n c

6 7 8. - A mg en I n c

Sold 02118/10

( p a r t )

Sold 08!13/10

679. -Amyl in Pharmaceut ical s Inc B u y 0 5 / I I I I 0

680. -Amyl in Pharm aceut icals lnc Buy 06/23/10( a d d ’ l )

E = $ 1 5 . 1 1 0 1




o f 103 Ia m e o f P e r s o n R e p o r t i n g


D n t e o f R e p o r t

07/12/2011


A. B. C. D.

L~scription of Assets Income dunn~ Gross vsh~ e at end Transactions during reporting period

(including trust asset.s) repo r t ing pe r iod of r epor t i ng per i od

(I) (2 ) O) (2) (I) (2) (3) (4) (5)

Place "(X)" a f t e r each a s se t A m o u n t Type ( e . g . , V a lue V a lue Type ( e . g . , D a te V alue G ain I dent i t y of

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e l di v . , r en t , C o d e 2 M e tho d b uy, se ll , m m /d d /yy C o d e 2 ( ’ o d e I b uyer /se l le r

( A - H ) o¢ in t . ) (J-P) C o d e 3 r e d e m p t i o n ) (J-P) (A-I t ) ( i f pr i vat e

( Q - W ) nansaction)

681. -Anadarko Petro leum Corp

6 8 2 .. A p a c h e C o r p

68 3 . -Ap p le

68 4 . -Ap p le

685. -Autoliv lac



688. -Blackro ck Inc

689. -Capital One Financial

! 6c~0. -Capital One Financial

,691. -Capital One Financial

I 692. -Carnival Corp

I 693. -Caterpillar Inc

694..Chubb Corp

695. -Cigna Corp

696. -Cisco Sy stems lnc

697. -Cisco Systems Inc

B uy } 0 6 / 2 3 1 1

S o l d( p a r t )

B u y

(add’l)

S o l d( p a r t )

B u y( a d d ’ l )

Bu y( a d d ’ l )

S o l d

B uy

Buy

(add’l)

B uy

(add’l )

B uy

B uy

S o l d( p a r t )

01/26/10

04/28110

09/22/I 0

05/I I l l0

09/16/10

09/16/10

0 1 / 2 2 1 1 0 I

07/09/10

10/05/10

07/07/I 0

06/21110

03/08/10

See Section Vlll #10

I. Income Gain [’odes :

(See Co/umns fl I and

2. Vd ,a :

(~e C o l u m n C 2 1

= $ 1 , 0 0 1 - $ 2 . 5 0 0

=$100.00! - $1.000.000

=$15,001 - $ 5 0 . 0 0 0

O.-1500,0~1 - $1,0OO.000

D =$5.001 - $ 1 5 . 0 0 0

H2 -More leanM =$100.001 - $ 2 5 0 . 0 0 0

T *Cash Marke~




o f 103

/ ~ a m e o f P e r ~ n R e p o r t in g


Date of Rel~rt

07/12/2011

Vl i . INVESTMENTS and TRUSTS -

NONE (No reportable income, assets, or transactions.)A. B. C. D.

D ~ s c r l p t i o n o t r A s s e t s I n c o m e d u . , i n g Gross vslu¢ at end T r n n x a c t i o n s d u r i n g r e p o r t in g p e r i o d

( including tru~ a.~ts) r e p o r t i n g l ~ ’ r i o d o f r e p o r t i n g p ~ r i o d

Ill (21 (0 (2) 11 ) (2) OI (4) (5 1

P l ~ c ~ " { X ) " t l l~ r r ~ c h a s s e t Amounl T y p e ( e . g .. Valu~ Val~: T y p e { e . g . , D a t e Value Gain l d t m l i l y o f

e x e m p t f r o m p r i o r d i s c lo s u r e Code I d i v . , ~ e n l , Code 2 M e t h o d b u y , ~ 1 1 , mm/dd/yy Code 2 C o d ~ I b~y~/~ller

( A - H ) o r i n t . ) ( l - P 1 Code 3 r e d e m p t i o n ) { J - P ) I A - H ) l i f p r v , m e

{ Q - W ) ~ r a n s s c ~ i o n )

6 9 8. -C i sc o S y s t ems l n c

699. -C~.t Group

7 0 0 , - C o ea C o l a

7 0 1 , - C o mer i c a I n e

702. -Concophi l l ips

7 0 3 . - C ummi n s I n c

704 . - C v ~ C a r e m a r k C o r p

7 0 5 . -C v s C ar em ar k C o r p

7 0 6 . -C v s C a r e m a r k C o r p

707. -Danaher Corp

708 . -Du P o n t E l De N e m o u ~ s

7 0 9 . - E M C C o r p M a s s

7 1 0 . - E M C C o r p M a s s

71 I . - E a t o n C o r p

7 1 2 . - En er g i ze r H l d g s I n e

7 1 3 . - Exe l o n C o r p

7 1 4 . - Exxo n M o b i l C o r p

Sold 11/17/10{ p a r t )

Sold 05/07/08

Sold 05/11/10

Bu y 09/10/10

Sold 09110110

(pan)

Sold 01113110

(pai l )

S o l d 06/24/10

So ld 08/20II 0

(pan}

B uy 04/28/10

(add’l )

S o l d 10/05/10

(paa)

S o l d 1 2 1 0 9 / 0 8

B uy 11/17/10

So ld 0 8 / ’ 2 7 1 1 0

S e e S e c t i o n V I I I

S e e S e c t i o n VI I ! #10

See Section Vlll # 6

~ . ee C o l u m n x n I and

2. Value

t~’c ( ’ o l ~ n ~ CI and

B =$1,001 - $2.500

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

R -{’o~ (R-.al E ’~tstc O~ly)

V =O~ cr




of 103

I h m e o f P e r s o n R e p o r l i n g

Standish, William

D a l e o f R e p o r l

07/I 2/201 I


N O N E (No reportable income, assets, or transactio,s.)

A. B. C. D.

Desc r i p t i on of Asset s I n c o m e d u r i n g G ro ss va lue a t e n d T ran sa ctio n s d urin g re p o il in g period

( indod ing t rus’ l assels) repo r t ing pe r iod of rq:~orting p~riod

111 (2) (I) (2) (I) (2) (3) (41 (5 )

Place "(X)" after uch Issd A m o u n t TYF (e.g, Val ue V a lue T yp ~ (e .g ., D ate Val ue G ain I dent i t y of

e x e m p t f r o m p r i o r d i s d o s i a ’e C o d e I day. , r en t . C o d e 2 M e tho d b uy. se l l . mrl~’dd/yy C o d e 2 C o d e I b uyer /se l le r

( A-H) ’ o r Si lL) ( I -P} C o d e 3 r e d e m p t i o n ) (.l-P) ( A-H) {i fp r iv a le

( Q - W ) transa~’tionl

715. -Fedex Corp

716. -First Horizon Nag l Corp

717 . -Fo rd M o to r Co

718. -Fran k l in Res In c

719. -Gap lnc

72 0 . -G ap In c

721. -General E lect r ic Co

7 2 2 . - G o o g l e

723. -Hal l ibunon C o

72 4. -Hess Co rp


72 6 . - t to me Dep o t

72 7 . - I to me Dep o t

728. -Honeywell In t l Inc

72 9 . -Ho sp i ra

73 0 . - I lu man G en o me Sc ien ces In c

73 1 . -IBM C o rp

S o l d 06/21/10

So ld 01/29/10

B uy 1 I / 2 . 6 / 1 0

1 3 u y 01/13/10

Sold 07109/I 0

S o l d

S o l d( p a r t )

S o l d( p a r t )

B u y(add’l)

Bu y

(add’l)

08/16/10

05/25/I 0

06/02/I 0

02/18/10

08/16/10

A~11.000 or

F =150.001 - $ 1 0 0 , 0 0 0

J = $ 1 5 . 0 0 0 o 1 l e s s

N= 1 2 5 0 , 0 0 1 -

P 3 - $ 2 5 . 1 0 ~ O , 0 0 1 - $ 5 0 . 0 ~ 0 . 0 0 0

Q ¢ A p p r a i s a l

U -E~k V alue

B = $ 1 , 0 0 1 - $ 2 , 5 0 0

G =1100.0~1 - $1.~00.000

K =$15,001 - $ 5 0 . 0 0 0

0 - $ 5 4 1 0 , 0 0 1 - $ 1 , 0 0 0 . 0 0 0

C =$2.501 - $ 5 . 0 0 0

H I = $ I , ( 1 1 } . 0 0 I

L =$50,001 . $100,0~0

PI = $ 1 , 0 O O . { X ) l .




of 103 Standish, W il l iam L.

Dtte of Report

07/ | 2/~011

Vl l . INVESTMENTS and TRUSTS


A. B. C. D .

D e s c r i p t i o n of Assets Income during Gross value at end T r a n s ~ c t i c m s d u r i n g r e p o r t i n g p ~ ’ r i o d

( in c l u d in g t r u s t a s s e t s ) r e p o r t in g p ~ ’ i o d o f r ~ p o ~ t i n g p ~ r i o d

(I) (2) (I) (21 ( l ~ , (2) (3) (4) (5 ~

P l a c e " ( X ) ° after each asset A m o u n t T y p e ( e . g . , V a h ~ e Value T y p e ( g . , D a t e " V a l u e Gain | d e n ’d ~ y o f

exempt f rom prior disc lose Code I d i v . , r e n t , Code 2 M e t h o d b o o " , s e l l , m m ¢ d d ’ y y C o d e 2 Code I b u y e t ! ~ e l l e r

( A - H ) o r i n L ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) { A - H ) ( i f p r i v a t e

( Q - W ) I t a n s a c l i u n )

732. - lnformat ica Corp

733. -JP M o r g a n Chase & Co

734. -Juniper Networks Inc

735. -Kbr Inc

7 3 6 . - L imi t ed B r a n d s

7 3 7 . -M c K e s s o n C o g

738. -Medt ronic In¢

7 3 9 . -Me r c k & C o


7 41 . - Mo r g an S t an l ey

74 2 . - M o t o r o l a I n c

7 43 . - New el l R ub b er mai d I n c

7 44 . - New s C o r p

745. -Nextera Energy

746. -Nords t rom In

747. -Nordstorm lnc

748. -Nokal Corp-Spon ADR

Bu y 08/16/10

S o l d

S o l d

Bu y

Bu y

( ad d ’ l )

S o l d(part)

Bu y

(add’l )

Bu y

Bu y

Bu y

Bu y

B u y

(add’l )

C l o sed

01/11/10

09tl0/10

11/26/10

01/07/]0

09/22/10

i 01/26/10

08 /17 /10

09/22/I 0

08/27/10

07/09/I 0

08/12/10

i See Section VIII # 1 1

i . Income Gain Codes ;

[See CrOutons B] and

C=$2.501 -

H I -$ 1.000.O01 - $5 .000.000

L -$30.0o i - 5 1 0 o . 0 0 0

H2 =More than 55,000.000

M * $ 1 0 0 , 0 O t. $ 2 5 O . 0 ( 1 0

P 2 - $ 5 , 0 0 0 . 0 0 1 . 525.f’100.0~

T = C a * h

E = 5 f . % 0 ~ l - $ 5 O . 0 O O




o f 103

N a m e o f P e r s o u R e p o r t l a g

S~*,nd i~h , Wi l liam L . 0 7 / I 2 / 2 0 1 1

V I I . I N V E S T M E N T S a n d T R U S T S - ,, c o ,. o 0 ~ - ~ . . , , ,~ , . ~ . ,, /o , , , o . ~ t , a e , , h o ~ . o /, ~ , ~ . ., ,, ~ a o ~ e , , , children: ~e° p p . 3 4 - 6 0 of f i l ing instrucdom.)


A. B. C. D.

D ~ s c r i p t i o n o f A s s e t s Income during Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(including trust assets) r e . p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

(I) 1 2 ) (I) (2) (I ) (2) (3) (4) (5 )

P l a ¢ . " I X ) " a f t e r e a c h a s s e t A m o t m t T y p e ( e . g ., V alt~ Va lue T y p ~ ( e . g . , D a t e Value Gain I d e n t i ty o f

e x e m p t f r m , a p r i o ~ d i s c l o s u r e Code I d i v . , r e n t , C o d e 2 M e t h o d l : ~ y . s e l l , m m /d d ~ y y C o d e 2 Code I buyer/seller

(A-H) o r i n t . ) ( J - p ) Code 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e

( Q - W ) t r a n s a c t i o n )

749. -Norfolk Southern Corp

750. -Occiden t ial Pel ro Corp

7 5 1 . -O m n i c o m G r o up l n c

752. -Oracle Cot9

75 3 . - P a r k e r Ha n n i f i n C o t 9

75 4 . - P a r k e r Ha n n i f i n C o t 9

755. -Pepsico lnc

756. -Pfizer Ine

757. -Praxai r Inc

7 5 8. -P r o c t e r & G am b l e C o

759. -Publ ic Svc Enterpr ise G roup Inc

760. -Publ ic Svc Enterpr ise G roup inc

761. ’" -Qualcomm

7 6 2 . -Q ua l c o mm I n c

7 6 3 . -Q ua l c o mm I n c

7 6 4 . - Q ua i co m m

765. -Raytheon Co

B u y

(add’l)

B uy( a d d ’ l )

B uy

S o l d

B uy

B uy

( a d d ’ l )

Buy

B u y(add’i)

Sold(part)

B uy

(add’t )

06/16/10

I 0 / 0 5 / I 0

1 2 1 2 9 / 0 8

06/23/10

01i07/10

05/25/10

101/11/10

03/08/10

04/28/I 0

0 8 1 1 6 1 1 0

See Section VIll # 3

I . Income Gain Codes :

2. Value Codes

1~ L’o l~nns C I aM

J . Value XK~ C~s

1~ ¢ C o lmna L ’2 )

B ~$1.001 - $2,500

K = $ I 5 . 0 0 1 -

V - O ~ h c r

D ~$$.0Ol . $15 ,~

H 2 ~ M o ~ : h h a n

M = $ 1 0 o . o o I - $ 2 5 0 . 0 O O

P 2 - $ ~ . 0 0 0 . 0 0 1 - $ 2 5 . 0 0 0 . 0 o 0

T -(’a.h M a r k t ~




o f 103

N a m ~ o f P e r s o n R e p o r t i n g



07/12/2011


A. B. C. D.

D e s c r ~ l ~ i o n o f A s s e t s Income during Gross value at end T~ an sac t i o o . s d ur i n g ~ i n g ~ n ~

(incl~g t~t a~e~) r~ing ~fi~ of r~ing

O) (2) O) (2) O) (2) (3) (4)

Place "(X)" after each ~t A m o u n t ~T~ (e.g., V a l ~ Val~ T~ (e .g. , ~ V a l ~ Gain Id~fi~

¢ x ~ p t f ro m p r~ r d i~ lo ~ C ~ e I d i v . , r e i n , C~ 2 M~ ~y, ~11, m~d&~ C ~ e 2 C ~ e I buy~/sell~

(A-~ ~ ~ t . ) ( J - P ) C~ 3 ~e mp t i on) ( ~ - P ) { A - l l ) (if ~vate

{ ~ W ) uan~ ion )

7 6 6 . - Sc hw ab C har l e s C o r p Ne w

7 6 7 . -S emp r a En er g y

768. -Target Corp

769. -Textron Inc

770. -Thermo Fisher Sc ient i fic



773. -Tyco Intl Ltd

774. - Un i le v e r P LC A D R

775. - V a l e S A - S p A D R

776. -Ver tex Pharmaceut ical s Inc

777. -Ver tex Pharmaceut icals Inc

778. -Verizon

779 . -Visa In c CI A

780. -Visa Inc C I A

781. -Wel l s Farg o & Co N ew

782 . -Wel l s Farg o & Co N ew

Sold

So ld(part)

B uy

(add’l )

S o l d

So ld(par t )

B u y(add’l )

S o l d(par t )

S o l d

S o l d

B uy

S o l d

B uy(add’l )

B uy

( a d d ’ l )

01/07/I0

08/12/10

01 /13 / I0

07/07110

09/08/I 0

06/02/10

01/13/10

06/24/10

12/09/08

01/30/09

08/17/10

08/13/10

09/16/10

See Section VIll #3

See Section VIII #3

Income Gain Codes :

IS¢Columns BI and D4)

Value Codes

( ~Colmnns (’l and D3 )

B = $ 1 , 0 0 1 - $ 2 , 5 0 0

G -$1~0.00! - St,000.000

K -$t5.001 -

O -$500.O0! - $1.000,000

R ~<’o~t (Rc,tl [ g a t e O n l y )V q 3 " ~ h c v

E = 115 , 001 - SSO.OqO




Page 5 0 o f 103

N a m e o f P e r so n Reporting

S t a n d h h , W | l l ia m L ,


0 7 / I ~ 2 0 1 1



D e s c r i l ~ i o n o f A $ ~ ~ s I m : o m ¢ d u r in g

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

{11 (2)

P l a c e " ( X ) " a h e r e a c h a s s e t A m ou nt T y p e ( e . g . ,

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d i v . , r c n LI A - H ) o r i n t . }

G r o s s v a l ~ e a t , e n d

o f r e p o r t i n g p e r i o d

(I) (2)

V a k ) V a l u e

Code 2 M e t h o d

( J - P ) Code 3

(O-W)

(I )

T y p e ( e . g ..

b ~. sell,r t d e m p t i o n )

Tr ansac t i ons dur i ng r epor t i ng per i od

(21 ( 3 ) (4) (~ )

D a t e Value Gain I d e n t i ty o f

m m /d d/ yy C od e 2 Code I I ~ l y e r l e S e l l e r

( J - P ) ( A - H ) ( i f p r i v a t e

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

78 3 . - Wh i r lp o o l C o r p Sold 11/26/10

784. -XTO EneqD’ Inc Sold 06/16/10

7 8 5 . - L y c o m i n g C n t y P A 3 . 8 7 5 - 2 0 1 8 .

786. -Mi l ford Twp PA 3.4 - 2016

787. -Shaler PA Area S ch Dis t 3.3 - 2016

788. -Dreyfus Prem LT Hi Yld

7 8 9 . - I sha res MS C I Em er g i n g Mk t s I n d ex F d

7 9 0 . -l sha r es MS C ! E A F E I n d ex F d

Buy

(add’l)

0s/ t Il l01

7 9 1 . -I sha r es S &P M i d c ap 40 0

7 9 2 . -I sha r es Tr S &P S m al l C ap 6 0 0

793. Trust #8-B (GST Non-Exempt) G Div & Int PI T

Sold 08/I 1/10:

(part)

S o l d 08/1 i/10(pro)

PI E See Sec t ion Vl l l #1

7 q 4 . -B NY ’ Mel l o n Nat ’ l Mun i M M F un d M Mon Mkl Inv

795. - A l le g h e n y C n t y P A Ho s p De v A l l e g G e n

Hosp 7.375-2012

796. -Al legheny Cnty PA Por t Auth SPL Rev

5.0-2021

797. -Athens PA Area S c h Dist 4.5-2014

798. -Bensalem Twp PA 3.5-2012

799. -Chester Cnty PA Heal th & E ,d 4 .0-2020 B u y 07/’29/10

(See (.’olun~ CI and D]I N ~$2.~0,(J~1 . $5(J(I.000 0 =$500. (~ I . $ I . (XIO.I.~O Pl =$ |.000.001 . ~5.000.0~ P 2 -$ 5 . 0 0 0 . 0 0 1 - $ 2 S . 0 0 0 . 0 1 ~

£ - $ 1 5 . O 0 1 . $ 5 0 . O L ~ 1




o f i 03

b;ame Of Person Reporting

S t a n d i s h , W i l l ia m L


A B. C. D.

D escr ip t ion o f A sse ts I n co m e d urin g G ro .~ v a lue at e n d Tr ansac t i ons dur i ng r epor t i ng per i od

(including tt’xlst a.*.~ets) repo r t ing ix- riod of r epor t i ng per i od

(I) (21 (I) 12 ) (I) 12 ) (3) (41 (5)

Place "(X)" after r~h asset A m o u n t Type (cg., V a l u e V~lue TYl ~ ( e .g . , D ate V a l u e G ain I dent i t y of

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d iv ~ ren t . C o d e 2 M etho d b uy, se ll, m m / d d i y y C o d e 2 C o d e I bu~lseller

{A-HI or in t . ) (J-P ) C o d e ~ re d cm l~io n ) (J-P ) {A-H} {ifl~dvate


800. -Columbia Boro PA Sch 4.0-2027

801. -Counci l Rock PA Sch Dis t 4 .0-2017

802. -Eas t St roudsbursz PA AR 4 .0-2022

80Y -Lancas ter PA Area Swr 3.4-2012

804. -Laurel Highlands PA 3.625-201 I

805. -M’anches te r Twp P A 3 .125-2019

806..-Onlelauee Twp PA Muni 4 .1-2023

! 807. -PA St I t igher Ed l Facs Auth 4 .65-2018

t808. -PA St Higher E dl Facs Auth 4.0-2010

i 809. -Pennsbury Penn Sch 3.375-2011

810. - P h il a d e l p h i a P A G a s Wk s R e v S e c o n d S e r

5.0-2011

81 I . .Shenand oah Va l ley Sch Dist PA 4.0-2021

I 8 1 2 . -Snyder Cnry PA Higher 3 .g5-2016

813. -Spr inget t sbu~ Twp PA 4.0-2024

814. - S t a te P u b S c h B i d g A u t h P A C o l l e g e

4.125-2025

815. -State Pub Sch Bldg PA C ol lege 2 .6-2010

’816. -Upper Mer ion PA 4.0-2013

Bu y

B uy

M a t u r e d

Buy

Bu y

Matured

So ld

07119/I0

04/20/10

07/01110

02/I 6/I 0

OS/17110

07/15/10

02/16/101

J




of 103

N e m e o f P e r s o n Raport ing

Slandhh, William L

D a l e o f R e p o r l

07/12~01 I


[ ~ . ’ + c r i p t io n o f A s ~ z s Income during

tin<luding trust a s s e t s ) r e p o r t i n g p e r i o d

(tl (2)

P ~ c e " ( X ) " after each ass~ A m o u n t TyI~ leg.,

e x e m p t f r o m p < ’ i o r d is c l o s ’ u r ~ Code I d i v . , r e n t .

( A - H ) o r i n t . )

G r o ~ value a tend

o f r e l ~ o ~ i n g p e r i o d

(I) (2)V a h m Value

Code 2

(~P) C~ 3

( Q - W )

buy, ~II,

r e d e m p t i o n )

Transact ions dur ing r~ por t ing pe r i , ,x l

(2 )

D a t e V alue G ain I d e n t i ty o f

m m l d & " / y Code 2 Code I buy~lseller

( J - P ) (A-H) { i f p r i v a t e

Iran~ction)

8 1 " / . - Wa s h C a t s , P A A u t h R e v G i r a r d C o l l e g e

4.45-2010

818. -W Perry Penn Sch 3 .4-2013

8 1 9 . -A T & T

820. -Accenture Lid

821. -Al l iance Data Sy~ Corp

i8 2 2 .. Al l sc r ip t s -M isy sH e a l th ca re So lu t io n

82 3 . -A m er i c an Exp r es s C o

82 4 . -A m er i c an Exp r es s C o

825. -American In t l Group

826. -Amerprise Fin l

82 7 . - A mg e n

8 2 8. .A m g e n I n c

829. -Amyl in Pharmaceut ical s Inc

830. -Amyl in Pharm aceut ical s In

8 3 I . -Anadarko Pet roleum Corp

832. -AOL

833. -Apache Corp

M a t u r ~ x l

Sold

So ld

B uy

B uy

B uy(add’l)

Sold

S o l d( p e ~ t )

So ld

B uy

B uy

(add’l}

B uy

S o l d

05107/10

04/01 ! 1 0

01111/10

08/20/I 0

06/24110

07/09/I 0

08/13/08

02!18/10

o8/13/IO

o5!1 I/IO

06123/10

06/23/10

01/07/10

See Section Vlll #3

I In terne (;a ln tode~: A ~$1.000 or less B =$ 1 , O 0 1 - $ 2 , 5 L ~ ) C =S 2 , 5 0 1 - $ 5 , 1 J < 3 0 D -$5,~1 - $15,~




o f 103

~ a m e o f P e r s o n R e p o r t in g

Standish, Wil l iam L


0 7 / ~ 2 / 2 0 1 1



D escnp t ion o f A ~ s~ ts I n c o m e d u r i n g

(including trust a~:e~) ~ -por t ing pe r iod

Place "(X)" afl~ ~¢h ~t A~I ;T~ (e.g.,

exempt fr om p~r di~reIA-H)

Gro~ v a lue a t end

o f r e p o r t i n g p e ~ o d

Value Val ue

C~e 2 Me~

(~P) C~e 3

T y p e ( e . g . ,

I m y , s e l l .


Transactions dur ing re l :~ n ing pe r iod

(2) (]) (4)

D ate Val ue G a i n Id~tity of

m m /d d/ yy C od e 2 C o d e I b~yeUsellel-

( J-P) ( A-HI ( i fp r iv a te

t ran~taction)

834. -Apple lnc

83 5 . -A p p le In c

836. -Auto Liv Inc

837. -Bank ofAmerica Corp

838. -Bank ot"Amerlca Corp

839. -Bl’ack ro ck Inc

840. -Capital One Financial Corp

841. -Capital One Financial Corp

842. -Capitat On e Financial Corp

843. -Carnival Corp

844. -Caterpillar Inc

845. -Chubb C o r p

846. -Cigna Corp

847. -Cisco Systems

848. -Cisco Systems

849. -Co~a Cola E n terp r i s es Inc

850. -Comerica Inc

Sold( p a r t )

(add’l)

S o l d( p a r t )

B u y( a d d ’ l )

B uy

( a d d ’ l )

S o l d

B u y

Buy(add’l)

B u y( a d d ’ l )

B uy

B u y

S o l d( p a n )

S o l d( p aa )

S o l d

B uy

01/26110,

04/28/I 0

09/22/10

05/I 1/10

09/16110

0 9 1 1 6 ~ 1 0

01/22/10

07/09/10

1 0 1 0 5 1 1 0 ’

0 7 / 0 7 / I 0 ~

06/21/10

03/08110

1 1 / 1 7 1 1 0

05/I 1/10

09110/10

I . Income Gain (’odes :

t.%:e (’oltmm~ B I a n d

D -$5.001 - $ I

H2 ~M~re than

M ~$100,001 - $250.~O

T -(’a~ M a A c t




Page 5 4 o f 103

~ a m e o f P e r s o m R e p o r t i n g


V I I . I N V E S T M E N T S a n d T R U S T S -~ ...... t., . ttaas.alo~ (lndud¢~ those o/’spc~e a nd d, pc ndt*t children; set pp..!1-60 o/fillng instructlon.t)

N O N E (No repo r tab l e i ncome , a s se t s , o r t r an sa c t ions .)

A. B. C. D.

D e s c r i p t io n o f A s s e t s Income during G r o s s value at end Transa¢Iio~ during ~eporling period

I i n c l u d in g m . L ~ t a s s e t s ) rtporling i~riod of rei~rting I~riod

(I) (2) O) (2 ) (0 21 (3) (4) 1 5 1

P l a c e " I X ) " a t~ e r e a c h a s s e ~ A m o u n t Type le.g, Value Val~: T y I ~ ( e . g . , D a t e Value Gain I d e n t i ty o f

e x e m p t f r o m p r i o r d i s el o s u r ~ Code I div.,renl, C od¢ 2 M et h o d t r o y , s e l l , m m . t d ~ . ’ y y C od 2 C o d ~ : I buyer/seller

{ A - H ) o r i n t . ) I J - P ) Code 3 r t ’ d e m p t i o n ) { J - P ) ( A - H ) ( i f p r i v a t e

( Q - W ) t r a n s a c t i o n )

851. -Concophi l l ips

85 2 . - C umm i n s I n c

8 5 3 . -C V S C a r e m a r k C o r p

8 5 4 . -C V S C a r e m a r k C o r p

85 5 . - C V S C ar emar k C o r p

8 5 6. .D a n a h e r C o rp

857. -Dreyf~ Premier Limi ted Term High Yield

Fund CI 1

858. -DuPont El DeNemours

85 9 . - EMC C o r p

86 0 . - EMC C o r p

861. -Energ izer Hold ings Inc

862. -Exelon Corp

863. -Exxon Mobi l Corp

864. -Fedex Corp

865. -Fi rs~ Hor izon Nat l C orp

866. -Ford Motor Co

867. -Frankl in R es Inc


Sold 01/13/10(part)

So ld 06/’24/10( p a r t )

Sold 08/20/10(part)

Bu y

B uy(add’l )

So ld( p a r q

B uy

Sold

So ld

S o l d

B uy

06/I 7/09

04/28/10

’ 10/05/10

11/17/10

08/27/I 0

06t21;10

01129/10

I 1 / 2 6 / 1 0

See Section VIIi #3

G a i n




ofi03

N a m e o| Pet’.on R e o o r t i n g

SI,,ndish, William

Vl l . INVESTMENTS and TRUSTS


A. B. C . D .

D e s c r i p t i o n o f A l . ~ t | I n c o n ~ d u r i n g G r o ~ v a l u e a t e n d T r a n ~ c t i o n s d u r i n g r e p o r t i n g ~ i ~

( i n c l ~ i n g trust assets) r ~ n i ng ~ i~ of r~ning ~i~

( ] ) ( 2 ) ( I ) ( 2 ) (I) (2~ ( 3 ) ( 4 ) (5)

Pl~e "(X)" a~er ~ch a~t Am~l T~ (¢-g~ Value V a l ~ Ty~ (g., D a l e V a l ~ Gain Id~lily o f

~empt ~om pr~r di~ lo~re C~ I d l v . . t e n s , C~ 2 M e t h ~ ~ , ~ 11 , mm~’~ ~’~e 2 C~ 1 buy~ller

{ A - H ) ~ int.) ( J - P ) C ~ e 3 r e d e m p t i o n ) ( l - P ) ( A - H ) (if pnvale

( Q - W ) t r ~ c t i o n )

868. -Gap lnc

86 9 . -G ap I n c

870. -General E le c t r ic

87 1 . -G o o g l e I n c

872. -Hal l iburton Co

873. -Hess Corp

874. -Hewlet t Packard Co

8 75 . -Ho m e De p o t I n c

8 76 . -Ho m e De p o t I n c

877. -Honeywell ln t’l

878. -Hospir ia Inc

879. - Hum a n G e n o m e S c i e n ce s l n c

880. - I B M C o r p

881. -Informatica Corp

882. - JP M o r g a n C h a s e & C o

883. -Juniper Net’works Inc

884. -Kbr Inc

B uy 01t13!10I

(add’l )

S o l d 0 7 , ’ 0 9 1 1 0

¯ So ld

So ld( p a n )

S o l d(parr)

B u y

( a d d ’ l )

Bu y

( a d d ’ l )

B u y

Sold

So ld

08/16 /10!

05125/ I 0

06/ 0 2 / I 0

02/18/10[

0 8 / ! 6 . " 1 0

08116/10

0 1 1 1 I ! 1 0

09110/10

I n , : a ¢ o c G a i n C o d e s :

( S ~ e ¢ o l m n n s C I a r id D 3 )

3 Valu~ Method ~

P4 ~Mor¢ than $~.0.000.01~

M :|100001. $250.000

P2 -$5.000.001 - $ 25.f.~0.000




Page 5 6 o f 103

N a m e o f P e r s o ] s R e p o r t i n g


Date ef Repot!

07/12:2011

Vi i . INVESTMENTS and TRUSTS

N O N E (No reportab le income , asse t s , or tran sac t ions. )

A. B. C. D.

Desc r i p t i on of Asset s I nc ome dur i ng G ro s s v alu~ a t e n d ]’ra n s a ctio n s d urin g ~p ~’tin g I’~rio d

( inc lud ing t rus t a s se ts ) repo r t ing pe r iod of t ’W, ~ai ng I ~mod

(.t l (2 } (I} (2) (I} (2) (3) 14)

Place "(X)" a l t e r each a s se t A m o ~ m t Type ( e . g . . Valt te V a l u e Type ( e . g . , Da te Val ue G ain I d e m i l y o f

e x e m p t f r o m p r i o g d l s c l o ~r e C o d e I dlv., rent , C o d e 2 M e tho d b uy, se ll, m m/ d d /yy C o d e 2 C o d e I buyevsdl~

( A-H) or in t . ) (J-P) C o d e 3 r e d e m p t i o n ) ( J -P) ( A-H) ( i f pr i val e


885. -Limited Brands Inc B uy 1 i/260 0

886. -McKesson Co r~ Buy 01107/10{add’l)

887 . -Medtron ie Inc

888. -Merck & Co S o l d 09/22/10

(part)

889. -Microso f t Coq3 B uy 0 1 1 2 6 1 1 0

(add’l )

89 0 . -Mo r g an S t an l ey

891. -Motorola Ine B uy 08/17/10

892. -New York Fire-Shield Inc

89 3 . -New el l R ub b er m ai d l n c Buy 09/22/10

894 . .New s C orp

895 . -Next era Energy Inc B u y 08/27/10

896. -No rd s tro m In c B uy 07/09/10

897. -Nords!rom Inc

898. -Norfolk Southern C orp

899. -Occidentml Pet ro Co rp

9 0 0 . -O m n i c o m G r n up I n e

901. -Oracle Corp

Buy 08/12/10(add’l)

B u y 06/16/10(add’l)

B uy 10/05/10

(add’l )

I. I i~.-om¢ G a in (’odes :

I ,¢,ce Cohmm~ B I and

I ~ ’Co lu~n~ V I and D3

t =$2 .501 -

HI ~ $ 1 . 0 0 0 . 0 0 1

L ~$50,001 - $ 1 U Q , 0 0 0

P4 :More than $50,000.000




Page 5 7 o f | 03 IN a m e o f P e n ~ a R e p o r t i n g

Sta n d i sh , W | t l i a m L.

D a t e o f R ~ p o r t

0 7 : 1 Z : 2 0 1 I



A. B. C. D.

D e s c r i p ti o n o f A s s ~ = s Income during Gross value st end T r a n s a c t io n s d u f i n ll r ¢ p o a m g p e r i o d

( i n c l u d i n g t r u s t a s s © t s ~ r e ~ o r t i n l l p ~ n o d o f r e p o ~ t i n g I ~ r i o d

(I) (21 (I) (2) (1 1 (2~ (3) (4)

Place "(X)" after ~:h as~t A m ou nt T y pe ( e .g ., Value Value T y p e ( e . g ., Dale Va h ~ Gaitl l d ~ l ~ l i ty o f

e x e m p ~ f r o m p r i o r d i s c l o s u re Code I d i v . , r e n t . C U d 2 M e t h o d buy. ~II, m m J d d / y y C o d e 2 Code I buyer/seller

( A - H ) or int) ( . I - p ) C o d ~ 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a l e

{ Q - W ) t r a n s a c t i o n )

I02. -Parker l lann if in Carp

903 . -Peps ico Inc

904. -Pfizer Inc

905. -Praxair

906. -Proc ter & Gamble Co

907. -Publ ic Svc Enterpr i se Gro up Inc

908. -Publ ic Svc Enterpr i se Gro up Inc

909. - Qu a lc o m m I n c

9 1 0 . .Q u a l co m m I n c

9 1 I . - Q ua l eo mm

912. - Qu a lc o m m I n c

913. -Raytheon Co

914. - S c hwab C har l e s C ar p Ne w

9 1 5 . - S emp r a En er g y

9 1 6 . - S up er v a l u I n c

9 1 7 . - Tar g e t C ar p

9 1 8. -Ter ex C ar p New

So ld ’ 0 6 / 2 3 1 1 0

Bu y

Buy(add’l)

Buy

(add’l)

Buy

(add’l)

S o l d

(part)

B u y(add’l)

S o l d

S o l d

S o l d(par t )

S o l d

i

I

0 5 , r 2 5 / 1 0

03/08/I 0

04/28/10

08/16110

01/07/10

07/28/08

08/12/10

10/24/08

See Sect ion VIII g6

S ee S ec t i o n V l l l

2. Value

A ~$1,0~ or le~z

F =$50.(101 .

N :$;~.50.001.

PJ -$25.000.0OI -

U ¯ 9t~x

Value

C = $ 2.5o i -

HI "$L000.09| . $ 5 . 0 0 0 . 0 0 0

L =$50.001 - $100.000

PI =$ 1.000.0OI -




Pa ge 5 8 o f 1 0 3

N a m e o f P e r s o n R e p o r t l tg

Standish, W|l l iam L.

D~te of Report

0"//12/2011

V I 1 . I N V E S T M E N T S and T RUSTS -

NOblE (No reportable income, assets, or transactions.)A. B. C. D.

D~ scriprioa of As~ts Income during Gross value at end Transactio’a.s during reporting po’iod

(including t rus t a~ e~ , ) reporting po’iod of reporting period

(1~ (2~ (I)

Place "(X)" after ~ch a~ ~o~t T~ (e.g,, Value Val~ T~ (g,, D ~ e Val~ Ga~ Id ~ t ky o f

exert from w~r diglo~e C~e I div., rent,(A-ID or inL ) U -P ) C~ 3 redemption) (J-P} (A-H) (if pnvage

(~W) t~cfion)

919. -Textron Inc

920. -Thermo Fisher Scientific Inc

92 I. -Time Wamta" Inc

922. -Time Wamer Inc

923. -Travelers Cos Inc

924. -Tyco Int’l Lid

925. -Unilevet PLC ADR

926. -Vale SA-Sp

927. -Vefetex Pharmaceuticals In~

928. -Veretex Pharmaceuticals

929. -Verizon Comm

930. -Vi~ Inc CI A



933. -Whirlpool Corp


935. -Zimmer HIdgs lnc

Buy 01/13/10

( ad d ’ l )

S o l d

( p a r t )

Sold Section VIII #6

Sold

( p a r t )

Buy

(add’l)

So ld(part)

S o l d

So ld

S o l d

B uy

( ad d ’ l )

B uy(add’l}

Sold

So ld

Sold

See Section Vlll ~ 3

See Section Vlll #3

I ~ $ 1 5 . I R M ) o r

N ~,250,001 ¯ $.~00.000

P3~ $ 2 5 . 0 0 0 . 0 0 1 -




Page 5 9 o f 103


Standi sh , Will iam L

I~ate of Repert

07/12/201 I

Vii. INVESTM ENTS and TRUSTS -


A. B. 1 2. D.

D escr ip t ion o f A sse ts I n co m e d urin g G ro ss va lue at e n d Transact ions dur ing repo t’ l ing pe r iod

( i r rc lud tng t rus t a~rs) repo r t ing pe r iod of r epor t i ng per i od

(11 (2~ (I) (2) II) (2) 13) 14) 15)

Place "IX)" a f t e r each a s se t A m o u n t Type ( e . g . , V a lue V a lue Type ( e . g . , Da te Val ue G ain I dent i t y of

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d iv .. re n t, C o d e 2 Mt’thod buy, .se ll , m m / d d / y ’ y C o d e 2 C o d e I I :myer/seller

( A-H) or in t . ) ( l -P) C o d e 3 t~-demptinn) (J-P ) (A -H) ( i f pr i vat e


9 3 6 . -I sha r es MS C I Em er g Mk t s I n d ex F d

9 3 7 . -I sha r es M S C I EA F E I n d ex F D

9 3 8. -l sha r es S &P M i d c ap 40 0

9 3 9 . -I sha r es Tr S &P S m al l C ap 6 0 0

940. -Royal ty lot Goo se Creek D is l , Harr is Co

TX

941. -Royal ty P int s-Ceres Heal th C are Ltd

Partnership II

9 4 2 . Trust # 9 ( G S T E x e m p t )

9 43 , - B NY Mel l o n Nat l Mun i MM F un d s M

944. -Riverfron t Cap Fund LP

9 45 . - W el l s F ar g o & C o New

946. -Dreyfus Premium Lid 3 " H

9 47 . -l sha r es MS C I E A F E I n d ex F d

9 48. . I sha t es MS C I Emer g i n ~ Mar k e t s I n d exFund

9 49 , - Isha r es Tr S &P S m al l C ap 6 0 0

950. -Spri t Trust Ser ies I

951. -Midcap Spdr Tr Uni t Set I

9 5 2 . T r u s t #10 ( G S T N o n - E x e m p t )

G :Int.,’Div.

E Int./Div.

Pl

PI

B uy 08/1 It10

(add’I)

So ld 08/I 1/10( p a r O

C l o sed

T

M o n M k t la y

So ld

B uy

S o l d

(pan)

T

05/I 2/08

C

!Worthless

S e e S e c t i o n VI I I

05/07/08 See Sec t ion VII I ~3

1 2 1 0 5 1 0 8

11/23/10

See Section VIll ~3

B S e e S e c t i o n VI I I # I

I. Inceazl¢ Ga in L’od~:s : A =!;1.000 ~’a le ss B =$ 1 . f l01 - $ 2 .5 ~ E =$15,0OI .




Page 6 0 o f 103

D a t e o f R epo t !

N O N E (No reportable income, assets’, or transactions.)

A. B. C. D.

Dc sc r l p l ion of A sset s I nc om~ dur i ng Gross value at e~ Transactions during reining ~ri~

( i nc l udi ng t r ust as~t s) ~ing ~ri~ of t~ing

(I) (2) (I) (2) (I) (2) (3) (4) (5)

Place’(X)" after ~ch ~ A~ T~ (e,g., Va lue V~ T~ (e.g., Date Value Gain Idenfi~ of

exemp~ from p~ di~l~e( A-H) or ioL) ( J-P) C~e 3 re~mpdon} ( J-P) {A-H~ 0f p r iv a te

( ~ W ) t ran~tion)

953. -BNY Mellon Natl Muni MM Funds M

954. -Allegheny Cnty PA 3.0-2010

955. -Al legheny Cnty PA Hosp Dev Auth4.25-2023

9 5 6 . -Co m mo n weal th Fin g A o th PA 3 .3 75 -2 02 5

957. -Luzerne Cnty PA 2.85-2010

958. -Mo nroe Cnty PA 4 .4 - 2013

959. -Norwin PA Sch Dis( 4 .5 - 2014

960, -PA St4.25-2025

961. -PA St Higher 3 .25 - 2011

962. -Philadelphia PA A uth 4.6 - 2012

963. -Por tage PA Sch Dis( 3.75-2023

964. -Soudenon PA Area Sch 3 .5 -2015

M o n M k t l nv

Matured I 1 / 0 1 / 1 0

Buy 04/07/ i 0

Buy I I /OI/10

M atured 12/15/10

S o l d 04/01/10

Bu y I !/23/10

B u y 02/16/10

’ 965..South Side PA Sch Dist 3.45.2019

966. -West Chester PA 3 .25 -201 !

067. -Accenture Ltd

968. -Alliance Data Sys C orp

"969. -AIIs~ripts-Misys Heal thcare Solut ion

B u y

S o l d

05/17/10

05/17/I 0

S o l d 01/I 1/10

1

S o l d 08/12/10

(par t )

B uy 08/20/10

1. Income Gain Codes : A ~ $ 1 , 0 0 0 o ~ l e s s 13 =$1.00; - $2.500 1~" ~$2.501 - $5,~ D

P$ -$2F.~.~1 - $50,~,~ P4 ~M~¢ than

) Value M~ (’~~ Q ~A~I R - C ~ I ( R e a l E ~ t e ~ l y ) S ~As~s~m T <’~ Mark~

E = $ I 5.001 - $ 5 0 . l a X }




of 103


Standl~h, Wil l iam L.


N O N E (No reportab le incom e, asse t s , or t rar t rac t ions. )

A. B. C. D.

D escr ip t ion o f A sse ts I n c o m e d a r i n g Gr oss val ue a t end Tr ansac t i t ms dunng r epor t i ng per i od

( i nc l udi ng I i ~sl a~t ~) repo r t ing pe r iod off.:wring period

(I) ( 2 ) (I) (2) (I) ( 2 ) (3) (4)

Place "(X)" aft~ each asset A m o u n t Type ( e . g . , V a l u e V a l u e Type ( e . g . . D ate Val ue G ain l d t n t i t y of

ex empt f r om pr i og d i sc l osur e C o d e I div., rent . C o d e 2 Mct~xl I~Jy, s~ll, mrrb’dct’yy C o d e 2 C o d e I I myer !s¢ l l er

( A-H) of int.} (J-P} C o d e 3 r~ dernp t ion l O-PI I A-HI (if pr i , ,~te

(Q- W ~ tramsactiun~

9 7 0 . -A m er i c an Exp r es s C o



9 7 3 . - A mer p r i s e F i n l I n c

9 7 4 . -A m s e n I n c

9 7 5 . -A m g en I n c

B uy 06/24/10

B uy 07/09/I 0

(add’l )

So ld 08/12/10(par t )

So ld 08/12/10

(par t )

S o l d 02/18/10

(par t )

S o l d 08/13/10

976. -Amylin Pharmaceu ticals Inc

977. -Amylin Pharmaceu ticals Inc

978 . -Amylin Pharmaceu ticals In

979 . .Anadarko Pet ro leum Corp

B uy 05/I 1/10

B uy 06/23/10

(add’l )

S o l d 108/12/10

( p a r d

B uy 06/23/10

9 80 . -A O L I n c So ld 01/07/10

981. -Apache Corp

982. -Apple Inc

983. -Apple Inc

9 84 . - A p p l e

985. -AT&T

986. -Auto l iv Inc

S o l d 08/12/10

(part)

S o l d 01126/10

(par t )

B uy 04/28110

~ a d d ’ l )

So ld 08/12/10

(part)

Sold 08/12/10

(part)

Sold 0WI 2/10

(part) :

= $ 2 , 5 0 1 - $ 5 . 0 ( 3 0

I ~ $ I . O 0 0 , 0 0 1 - $ 5 . 0 0 0 f O 0

~$50.001 -



FINANCIAI, DISCLOSURE R EPORT

of 103

Person Reporting

Standish, William L


0 7 1 1 2 / 2 0 1 1

VII. INVESTMENTS and TRUSTS - i. ...... ~ . , , , .... c t ion ~ ¢ ln c l . d e , th ose of sp o~s t ~n d d ep tn d tn t ch i ld ren ; s t t p ~ 34-60 o[ f! l i . g in s t eu c t ioa s . )


A. B. C. D.

Lk~ =np l lon o f A ~ se ts I n c o m e d u r i n g Gr oss val ue a t ¢md T r a n s a c t i o n s d u r i n g r e p o r t i n g ~ t i ~

~i~l~mg t~t a~s) ~iag ~i~ of r~ing

(I) (2) (I) (2) (D (2) (3) (4) (5)

PI~ "(X)" a~er ~ch as~l Amour Ty~ (e.g., Val ue Va[~ T~ (e.g., Dale Val~ Gain IdyllW

of

~empt from pr~ ~clo~e C~e I di v . , r en t .~A-H) or in t . ) ~!-~ C~ 3 ~pfion) O-P) {A-tI~ ( i f pr i vat e

( Q - W ) t~ction)

987. -Auto l iv Inc So ld 09/16J10

(part)

988. -Bank of America Corp B u y 05/11/10

(add’l )

9 8 9 .. Ba n k o f Am e r ica Co rp S o l d 08/12/I 0

9 9 0 . -B an k o f A mc r i c aC o r p B uy 09/16110

{ a d d ’ l )

9 9 1 . - B l a c k r o c k I n c S o l d 0 8 / 1 2 J I 0

(par t )

9 9 2 . . Bla ck ro ck [n c So ld 09/16110

993. -Capi tal One Financial Corp Bu y 01/22/10

994. -Capi lal One Financial Corp

9 9 5 . .Ca p i l a l O n e Fin a n c ia l Co rp


997. -Ca.mival Corp

9 9 8 . -Ca rn iv a l Co N

999. -Caterp i l lar Inc

1000. -Chubb Corp

1001. -Cigna Corp

1002.-Cisco Systems lnc

1003. -Cisco Systems Ine

B uy 07/09tl 0

(add’l )

So ld 08/12/IO(part)

B uy 1 0 1 0 5 / I 0

(add’l)

Buy 07/07/I 0

B uy 08/12!10

(add’l )

Buy 0 6 1 2 1 1 1 0


Sold 08112/I0(par t )

S o l d 03/08/10

(p~)

So ld 08/12/10

(part)

B= 5 1 . 0 0 1 - 52.500

G = $ 1 0 0 . 0 0 1 - $ 1 . 0 0 0 .0 0 0

K = $ 1 5 ,0 0 1 - $ 5 0 . 0 0 0

0 =5500,001 -$

C ~ $ 2 . 5 0 1 -

L " $ 5 0 . 0 0 1 - $ 1 0 0 ,0 0 0

P I - $ t .O00.OO I - $ $ .OOO.O00

T -~’L,.h MarkL’~




of 103

N a m e o f P e r ’ s o n R e p o r t in g


Date of Report

07/12/2011

VII . INVESTM ENTS and TRUSTS

N O N E (No reportab le income, asse t s , or t r~ansa ct ions. )A. B. C. D .

D e s c r i p ti o n o 1 " A s s e ~ s Income during Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

( i n c l u d i n g t r u s t a s s e t s I r e p o r t in g p e r i o d of r e p o r t i n g p e r i o d

1 1 | t2 1 III (2) 1 1 1 (2) (3) (41 (5 )

P E a c e " ( X ! " a f te r e a c h a s s e t Amoum T y I ~ : ( e . g . , Value Value T y p e ( e . g . , D a t e V alue G ain I d e ~ l t i t y o f

e x e m p t f r o t a p r i o r d i s c l o s u r e C ode I d i v . , r e n t , C o d e 2 M e t h o d buy, sell, r n n v ’ d d / y y Code 2 Code I b u y e r . ’ s e l l e t

I A - H ) o ¢ i n t . ) O - P I C o d e 3 r e d ~ m p t i o n ) I J - P } ( A - H ) l i t p r i v a t e

(Q-w) ~ r a n s a c t l o n |

1004. -Cisco Systems lnc

1005. -C/t/group Inc

1006. -Coca Cola Enterpr i ses Inc

1007. -Comer ica Inc

! 008. -Concophillips

1009. -Cumm ins Inc

I 010 . -Cummins Inc

101 I . -CVS Caremark Corp

I 012. -CVS Caremark Corp

1 0 1 3 .- C V S C ar emar k C o r p

1014. -Danaher Corp

1015.-DuPont E I DeNemours & Co

1016 . -E M C C o r p M a s s

1017 . - E M C C o r p M a s s

1018. - E M C C o r p M a s s

I019. -Energizer Holdings

1020. -Exelon Corp

i

S o l d

[ 1 1 1 1 7 / 1 0p r o )

S o l d 11/26/08

So ld

B u y

05/11/10

09!10/10

S o l d 08/12/10

( p a r t )

So ld [ 08/12JI0(par t )

S o l d 09/I 0/I 0

(part)

So ld 01/13/10

(par t )

Sold 06/24/I 0

( p a r t )

Sold 08/20/I 0( p a r t ’ ~

S o l di 08/1~I0

(part)

So ld 08/I 2 1 1 0

|part)

B uy 04/28/10

(add’l )

Sold 08/I 2/10

(par t )

S o l d 10i05t10

( p a r t )

So ld " 0 8 / 2 7 / I 0 1

I . Income Gain

(.’5,:.: (’ohanns B I an d

L ~ . ~ : C o l u m n . . (’1 an d

C -$2,50~. $5.0~)

H I -$ 1.000.00 ! - $5.009.000

L = $ 3 0 , 0 0 1 . $1lJO,O00

P l : $ 1 . 0 ~ 3 , 0 ( 1 1 -

P 4 ~ M o t e th a n




of 103

N i m e o f P e r ~ n R e p o r t in g

Slandtsh, W il l iam L.

D a ~ e o f R e p o r t

07/12/2011


Typ~ (&,

b u y . sell,

redemption)

Transactions du ring r~ponin8 period

(2) (3) (4) (5)

D a te V a lu~ G a in I d e m i t y o f

m m ! d d ! y y C o d e 2 C o d e I b~yer/seller

(J-P) (A-H) Ofpdvate

ffansaclion}

1021. -Exxon M obil Corp

1022.-Fcdex Corp

1023. -First Horizon Natl Corp

1024. -Ford Mo tor Co

1025.-Frankl in Res Inc

1026. -Gap lnc

1027. -Gap Inc

1028.-General Electric

,1029.-Google Inc

1030. -Halliburton Co

1031..Hess Corp

1032.-Hewlett Packard

1033. -Home D~pot

1034. -Home Depol

1035.-Home Depot

1036.-Honey’well Int’l Inc

1037. -Hospiria ln¢

Sold

So ld

So ld

B uy

S o l d

B uy

(add’])

So ld

Sold

(part)

Buy

(add’l)

Sold

(part)

Sold

(part)

Sold

Sold

( p a r t )

S o l d

(part)

So ld(part)

S o l d

( p a r t )

S o l d

(pan)

08112/10

06t21/10

01/29/10

1 1 / 2 6 1 1 0

08/12/10

01/13/10

0 7 / 0 9 t I 0

08/12/10

O8/12/10

08/12/101

08/12/10

08/16/10

05/25/10

06102/10

Og/I2/ lO

08/12/10

08112/I0

B = $ I , 0 0 1 ¯ $2.500

G = $ I 0 0 . ~ ) I - $ I . 0 ~ 0 , 0 0 0

D -$5.0oI.

H2 =More than $5.04)0.000

M =$ | 00.[X] I - $

P2 -$5,0~.001 - $2J.000.0~

T =cash M ~ A c t




o f 103

Name of Person Re1~rllng

S t a n d i s h , W i l l ia m L

~ le of Repor t

0 7 / 1 2 / 2 0 1 1


A. B. C. D .

Dcs.~ption o f Assets I n c o m e d , . a ’ i n g Gross value st end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(i~l~g ~st n~¢~) r~ng ~ ofr~in8

(I) (2) (19 {z) (I1 (z) {3) {4)

Place "{XF a~er o¢h ~s~ A~ ,T~ (e.g . . Value Vflue T~ (g., D I r e Vi]~ Gain Id~t i~ of

e x ~ p ~ f~ m p r io r d i~ lo ~ C~ I d~.. rent, C~ 2 Me~ ~ , ~ 11 , mm/d~ C ~ e 2 C ~ e I buyer/seller

(A-H) o r ~ t . } O - P ) C~ 3 ~ m p t i o n ) ( I - P ) { A - H ) 0 f p r i v a t e

( ~W ) tran~cti~)

1038. -Human Genome Sciences lnc

103 9 . -Hu man G en 0me Sc ien ces [ n c

1040. -IBM Corp

1041. -IBM Corp

1042. -Informatica Corp

1 0 43. -J P M o r g a n C h a s e & C o

1044. -Juniper Networks Inc

1045. -Kbr Inc

1046. -Kbr Inc

1047. -Limi ted Brands

1048. -Limi ted Brand s Inc

1 0 4 9 . - M c K e s s o n C o r p

1050. -McKesson Corp

105 I. -Med~onic Inc

1052.-Merck & Co

105 3 ..Merck & Co

1054. -Microsoft Corp

Buy 02/18/10(add’l)

So ld 08/ IZq0

( p a x t )

So ld 08/12/10(p~) ~

Buy 08/I 6/10(add’l)

Buy 08/I 6 / 1 0

Sold 08/12/10(part)

Sold Ol/ l 1/10

Sold 08/12/10(part)

Sold 09/10/10

Buy 08/12/10

Sold I I/26/I 0( p r o )

B u y OI/07tl 0(add’l)

Sold 08/12/10(part)

Sold :08/12/10( p a r t )

S o l d 0 8 / 1 2 / I 0(part)

Sold 09/22/10

( p a r t )Buy 01/26/10

(add’l)

I S ~ Colu~as CI and D 3 )




o f 103

D a l e e [ R e p o r t

07/I 2/201 I



A. B. C. D

D~x r i pt t on of Asset ~ I nc omF’dut i ng Gr oss val ue e t end Transports’as during r~ing

(i~l~ing tm~a~) r~ng ~ of r~ng ~

(I) {2) (1~ (2 ) {1) (2) (3) (4) (5)

Pl~e "(X)" aflff ~h ~ Am~t T~ (e.g.. Val ue Va~ T)~ (eg., D ate Val~ Gai n Id~tiff of

exempt f~m p~ d~lo~re C~e I div., ~ C~e 2 Mc~ b~, ~11, m~’yy C o d e 2 C~e I ~yer/sell~

( A-H) ~ int.) ( I -P) C~ 3 ~mpti~) ( J-P) ( A-H) ( i f pr i vat e

( Q - W ) tra~ction)


105 6 .-Mo rg an S tan ley

1057.-Motoro l a Inc


So ld 0~/12/10(part)

Buy 08/17/10

1058. -Newell Rubbermaid Inc B uy 09/22/10

1059. -News Corp Inc Cls B Buy 05/15/08 S ee S ec t i o n V l l l # 3

1060. -News Corp Inc Cls B

1061.-Nextera Energy Inc

S o l d 08/12/I 0

B uy 08/27/10

1062. -Nords trom Inc B uy 07/09/10

1063.-Nords t rom Inc

1064. -Nords trom lnc

1065.-Norfolk So uthern Corp

1066. -Occidental Pc(re Co

1067. -Occidental Petro Co

1068 .- Om n i e o m G r I n e

106q. -Oracle Corp

1070. -Oracle Corp

107 I. -Parker Hannifin Corp

B uy 08/12/I 0

(add’l )

S o l d !08/12/10C p a r t )

S o l d : 08/I 2/10

(put)

B uy 06/16/10

(add’l )

S o l d 08/12/I 0( p a r t )

So ld 08/I 2/I 0

(par t )

S o l d 08/I 2/I 0

(part)

B uy 10/05/10

(add’l )

S o l d 0 6 ~3i l0

2. Value Cud~

(~.’c Column’~ CI and D3)

(See Column (’2.)

D -$5,001 -

H2 Mc, n: tlum

T -~’a~h Mark et




o f 103

Nam e of Person Report ing


D a l e o 1 " R e p o r t

07/12/2011

N O N E (No reportable incorne, as’sets, or transactions.)

[X-~cription of Assets Income during

(including u’~si assets) rrporting p~

(i) (2)Pla~ "(~)" after ~h ~ct ~unt T~ (g..

~xemp~ fr~ pH~ dixlo~re C~e I ~v., rent,

( A-H) o r i n t )

Gros~ ~ a l u ~ at e n d

o f r ~ p o n i n g period

(I) (2)Valu= Val ue

C o d e 2 M~z~

( I -P) C~ 3

(Q-~

(I 1

Type ( e . g . ,

b~y, s~[I,

r ~ d r m p i i o n )

D

Transactions du~ng re~,ning

(2) (3) (4) (5 )

Dale Va lu~ G ain I dent i t y o f

m m !d d/yy C od e 2 C od e I b~yeT/scller

(J-P) (A-H) ( i f I ’w i v m t c

Ir~n.~ciion)

1072. -Pepsico lnc

1 0 7 3 . -Pfizer I n c

1074. -Praxair Inc

1075.-Procter & Gamble Co

1076. -Public Svc Enterprise Group Inc

S o l d

S o l d( p a ~ )

S o l d

( p a r t )

Bu y

0 8 1 1 2 1 1 0

01/07/10

1077 . -Public Svc Enterprise G roup lnc


1079. -Qualcomm Inc

1080. -Qualcomm Inc

1081. -Qualcomm Inc

1082.-Qualcomm Inc

] 083. -Qualcomm Inc

1084. -Raytheon Co

1085. -Schlumbefger Ltd

1086. -Schwab Charles Carp New

1087. -Sempra Energy

]08g. -Target C o r p

Buy

( a d d ’ I )

Sold

(part)

B u y

(add’l)

Buy

(add’l)

Sold

Sold

Buy

( a d d ’ l )

So ld(par t )

So ld

Sold(part)

05/25/10

01/12/10

01/11/10

03/ 08 110

04/28/10

08/12/10

08/16/10

0 8 1 1 2 Y 1 0

01/07;10

08/I 2/10

I . I n c o ~ n ~ G a i n C o d e s :

3 V A I L - : M e t h o d

(Sc¢ Column r .-2t




o f 103

N a m e o f P e r so n R e p o r l l n g


D~ te of R e p o r ~

0 7 1 1 2 ! 2 0 1 1


A. B. C. D.

Descripuon of Assets Income during Gross value at e n d Transactions du~ng

(inching t~st ~sl re~ing ~i~ of ~ing

O) (2) O) (2) (I ) (2) (3) (4) ( 5 )

Place "IX)" after each ~ A m o ~ t T~ (e.g, Va~ V a l ~ T~ ( g . , D a ~ V~uc Gain [d~ti~

cxem~ from prior diglnsure C~I d i e . , r e n t . C~ 2 M e t h ~ ~. ~ll, ~d~ C~e 2(A-H) o r in t . ) ( J - P ) C~ 3 r e d e m p t i o n ) ( J - P )

1089. -Tex~’on In c

1090. -Thermo Fisher Scien tific Inc

1091.-Time Warner Inc


1093.-Time Warner Inc

1094.-Tyco lntl Lid

1095. -Tyco Intl Lid

1096. -Unilever PLC

1097. -Unileve~ PLC

1098 . -Vale SP-Sa

1099. -Ver tex Pharmac~ulica ls

1 ] 00. -V’crlex Pharm accutical~

I I 0 I. -Verizon

1102. -Visa Inc

1103. -Wal Mar t S tores Inc

1104. -Wel l s Fargo & Co New


IS o l d 08/12/10( p a r t )

B uy 01/13/10(add’l )

S o l d 07/07/ I0

(par0

S o l d 08/12/10

( p a r t )

S o l d 08/12J10

(par t )

S o l d 09108/10

(part)

B uy 0 6 1 0 2 1 1 0

(add’l )

S o l d 08/12]10

( p a r t )

S o l d 0 8 / I 2 . / 1 0

(part)

Sold ’Ol/13/10

(part)

S o l d 06/24/I 0

S o l d 06/I 6/08

S o l d 08/I 7/10

S o l d 06/I 5/09

B uy 08112/10

(add’l )

S o l d 08/12/10

(pa~)

See Sect ion VII I #3

See Sec t io n VII I #3

(.q,.’c C d u m n s C I . ’ , r .d D 3 1

L = $ 5 0 , 0 0 1 - $ I 0 0 ,0 0 0

P I - $ 1 . O O d . O 0 1 . $ ~ . 0 ~ , 0 (1 0




o f 103

Name of Person Rtpor~tog



07/I 2i2011


A. n. C. D.

D e s ~ t ’ a p t io r ~ o f A s s e t s I n c o m e d urin g G ro ss va lue a t ~ Tr~nsactiom dufng ~ing ~

(i~luding tm~a a s s e s ) r~in~ ~ of r~inB ~

(I) ( 2 ) (I) (2) (I ) (2) (3) 14) (5 )

Pl~ce "(X)" after ~ch ~sct A m o u r T~ ( g . , V a l ~ Value T~ ( g . , D a t e V a l ~ Gain [d~t i~ of

exempt ~m prior disclo~re C~ t d i v . . r e n ~ C~ 2 M e t h ~ ~, ~I1, m~’~yy C ~ e 2 ~’~ I ~y~sell~

( A - H ) : orint) ( J - P ) C~e 3 ~demption) ( J - P ) ( A - H ) ( i f p r i v a t e

( ~W) ~a~ct ion)

1106. -Wel l s Fargo & Co New

I 10’7. -Whirlpool Corp

I 108. -Whirlpool Corp

I 109. -XTO Energy

I I I0 . -Dreyfus Prem ier Ltd Term

1111 . -I s h a r e s M S C i E m e r g i n a g M k t s I n d e x Fd

I 112. -I shares MSCI EA FE Index Fd

I 113. -I shares S&P M idcap 400

1114. - I shares S&P Sm al l Cap 600

I 115. Cus tody Acct #2 ( Inves t Adv A cct 100%

lot )

1116. -Central York PA Sch 3.0-2015

I 117. -SEI STET Tax Free CI A M M

1118. -Monroe City PA 2.8-2016

I 119.-PA State 5.0 - 2010

1120.-PA Sta te 5 ,0 - 2013

1121.-PA State 5.0 - 2023

1122. -Red Liun PA Sch Dis t 3 .0-2013

c

A

C

C

C

C

C

I n t e r e s t

I n t e r e s t

I n t e r e s t

I n t e r e s t

I n t e r e s t

I n t e r e s t

I n t e r e s t

M T

0 T

M T I

M

M

T

T

T

Buy 09/16110(add’l)

So ld 0g/17Jl0

(part)

So ld I 1/26/10

So ld 06/16/10

B uy 08/I 1/10(add’i )

B uy 08/I 1/10

(add’l )

Sold 08/11/10

( p a r t )

M a t u r e d 1 1 / 0 1 / 1 0

P3 -$25.~,~I - $5fl,~,~ P4 "M m ¢ tha n




o f ! 03

~ a r a e o 1 ’ P e r s o n R e p o r ti n g

S t a n d h h , W i l li a m L .

D a t e o f R e p e r t

07/12;201 I


A. B. C. D.

Desc r i p t i on of Asset s I n c o m e d u r i n g G ro s s v a lue a t en d T ta n s sct io n s d urin g re p o rtin g I~tio d

( inc lud ing t rus t a s se t~ ) re po rt in g p er io d o f re po rtin g p er io d

(I) (2) (I) (2 ) (I) (2) 131 (4) (5)

Place "(X| " a l}e r each a s~ -I A m o u n t Type ( e . g . , Yal~ V a l u e Type ( e . g . , Dale Vque G ain I denl i l y of

e x e m p ! f r o m p r i o r d i s c l o s u r e C o d e I d iv ., re n t, C o d e 2 M e tho d Ixty, se ll , m m id gt’yy C o d e 2 C od e I buyer/seller"

(A-Ill Or int.) (J-P) C o , d e 3 redemption) (J-P) (A-H) (if private

(Q-W) t~an~action)

1123.-Ltd Partnerships --

I 124. -J&S Real ty Assocs, Markham, Ontario CN. A Dislribution [ K WReal Estate

1125.-Agilent Tech l r tc None M T

I 126. -Aqua Amer ica Inc C D i v i d en d M T

1127.-Auto Data Proc C D i v i d en d M T

128. -BJW Inc (S Corporat ion) , Alexandr ia , VA None K U

I 129. -Bemis Co C D i v i d en d L T

l 130. -City Nat’l Corp A D i v i d en d M T

113 I . -Coming lnc B Dividend M T

1 1 3 2 . -Fron t i e r Comm unica t i ons Corp (Sp in OffFrom Verizx~n)

D i v i d en d M Spinoff 07/02/10 Jfrom line 1153’~

1133. -Front ier Com municat ions Corp.

I 134. -Front ier Comm unications Corp

Buy 10/22/10 M(add’l)

Sold 07/27110 J( p a r t )

1135. -Grea t Pla ins Fmergy Inc D D i v i d en d M T

1136.-Hewlen-Packard Co

1137. - Isha re s MSC! Em erg ing Mkt s Index

D

B

D i v i d en d O T

D i v i d en d M T

Sold 10/22/10 M(part)

Buy 10/22/I 0 M

1138. -lshates M SCI Pacific Ex JPN B Dividend M T B u y 10/22/10 M

1139.-Johnsor t&Johnson D i v i d e n d I O T

( ~ C’ , q unm C ~ U -~k Val~ V =~h~ W -Esum~ cd




P a g e 7 1 o f 1 0 3 jt m e o f P e r s o ~ R e p o r t i n g


Date of Report

07/I ~ / 2 0 1 I


A. B. C. D.

Desc r i p l i on of As.~l s I n c o m e d u r i n g Gross vllu¢ at ~ T~ctiom d~ng r~ning ~fi~

(i~l~ing t~ asset~) ~ing ~fi~ offing ~

(t~ (2 ) (I) (2) (~ (2) (3) (4) (5 )

Pl~ce "(X)" afl~ ~h as~ t A~t T~ (e.~, V~ Val ue T~ (e.g., D ate Val~ G~ Id~fiW of

¢xempl f~m prior di~lo~ C~e I d iv . , ~ nk C~ 2 Me~ Ny, ~ 11 , m~’~ C~e 2 C o d e I ~y~!sHler

( A-HI or in t . } ( J -P) C~ ~ ~emption~ ( I -PI (A-H~ (ifp~’ale

(~W) tra~ction)

1140. -J P Morgan C hase & Co

1141. -Kimbedy Clark Cotp

1142. -Li l ly (El i}& Co

1143. -Merck & Co

1144. -Monsenlo Co New

I 145. -Pepsico

1146. -Piracy Bowes Inc

I 147. -Procte r & Gam ble

I 148. -Royal Dutch - ADR A

I 149, -Schlumberg er Ltd

115 0 . -S m u c k e r J M C o

115 I. -3M Co

I 152. -United Tcch Corp

I 1 5 3 . -Verizon Comm unica tions (Spinoff of

Front ier Communicat ions)

1154. Agency Acc~

I 155. -1 l illman-Burgettstown Mineral Acct (2.6%

Incomc lnt l

I 156. Broker A!C #1 ( 100% Inlerest)

A Dividend

D Dividend

E Dividend

E Dividend

B :Dividend

D Dividend

C Dividend

E Dividend

B Dividend

None

C Dividend

D Dividend

B Dividend

D Dividend

N o n e

B uy(add’l )

S o l d

S o l d(par t )

B uy

B uy

U Coal Royal ty

i 10/22/10

10/22/10

10/22/10

10/22/10

10/22/10

0 7 / 0 2 / 1 0

K

L

M

M

M

A

G




of 103 Ia m e o f p e r so n R e p o r t i n g

Standish, Wil l iam L

D a t e of Report

07/12/2011

VI I . IN VESTME NTS an d TRUSTS - , . . . . , .. or . . , , . . . . . ,~ n c l s d e s t h o s e o f s p o u s e a n d d e p e n d e n t c h i l d r e n ; ~ e e p p . 3 4 - 6 0 of fd in g in s tru c t ion s , )


A. B. C. D.

D e ~ r i p t i o n o f A s ~ t s In co m e d urin g G ro s s value at e n d Tranactions during re~rting ~i~

lincl~g t~

(I) ~) (I) (2) (I) (2) (3) (4) 15)

Place "(X)" after ~h ~t ~l T~ (e.g., Val~ Val ue T~ (e.g., ~lc Val~ Gain Id~tity of

exempl from ~or di~lo~

( A-H) or i n~) (J-~ C~ 3 r e d e m p t i o n ) (J-P) {A-E) ( i f pr i vat e

( Q - W )

57. -Abbolt Laboratori~

5 8 . -Alb~rto Culver Co New

C

A

Dividend L

D i v i d e n d . So ld 09/27/10 K

I 159 . -Allergan A Dividend L T Bu y 02/03/I 0 L

1 1 6 0 . -Al l iance Bemstein Int ’ l (Name Chg Fr

All iance Worldwide)

1 1 6 1 . -Al l iance Wrldwde Prvi f i lm Chg To

Al l iance Berns te in lnt ’ l )

1162.-AI I scrip ts Hea lthcare

Dividend L T I I /30i05

None 11/30/05

None L T

See Section VIII #7

See Section Vlll #7

1163 . -Amazon Cam Inc

1164. -Appl ied Microci rcui ts Carp

N o n e L T S o l d 10/21/10 L( p a r t )

N o n e K T

1165. -Ar iba [nc - New

1166. -Baidu Inc

None L T S o l d [09 .#2 0 /10

(part)

None L T Buy 1 0 9 / 2 7 / 1 0

L E

1167.-Baker Hughes Inc None L T B uy 12/07/10 L

116 8 . -Bank of America Carp A Di v i d e n d L T

1169 . -Ban es & N o b le In e B D i v i d en d K T

1170. -Br i s tol Myer~ Squibb Co C D i v i d en d L T

1 1 7 1 . -Carefas io n C o r p N o n e L

I 1 7 2 . - C h i n a - B i o t i c s I n c None L T B uy 10/19/10 L

1173. -China Fund Inc D Dividend L T

2 Va lue Coda

A = $ 1 , 0 0 0 m " l e s s

F=$50.001 - $100,000

J -$15,0~0 c,t less

N -$250.1~ I . |5.00.0¢10




of 103 Iame of Person Reporting

Standish, ~/illiam L.

Date o f Re por t

07/ I 2 . t 201 I

V I I . I N V E S T M E N T S a n d T R U S T S - ineo,o. ~,t,e. transactions ~lncl,de, those of spou~e and dependent children; ~eepp. 34-60 of fding instrac~ti~ns.)

N O N E (No reportab le income, asse t s , or tram ’ac t ions.)

A. B. C. D.

Dc sc ~pt i o~ of Assel s I n c o m e d m ’ i n g Gro~ value at ~ T~nsaclion~ d~ng re~ing ~fi~

(i~luding trust ~) re~mng ~ of ~ing ~fi~

(I) (2} (I) (2~ (I) (2) {3) (4) {S)

Place "(X)" afl~ ~ch a~ A~n~ Ty~ (g., V a lue V a lue T~ (g.. Da~e Val~ G ain Id~tity of

exempt from prior ~ C~ I div., ~t. C~ 2 M¢~ ~y, ~11, mm/~yy C~2 C~I ~y~/sell~

( A-H) o r m e . ) ( J-PI C~e 3 ~ d e m p t i o n ) ( J -P) I A-HI lif~vat~

( Q - W ) ~n~clion)

174. -China Mobi le Led

175. -Citigroup Inc

176 . -Coach lnc

177. -Coca Cola Co

178. -Com cast Corp CI A

179. -Comcast Corp CI A - Spl

180. -Com ing Inc

1 81 .- C V S C ar em ar k C o r p

182.-Cypress Semiconductor Corp Del

183. -Dendreon C orp

184. -Dendreon Corp

185. -Dow Chemical

186. -E ! duPont dcNemo urs

1 8 7 . -Elec t ro-Opt ical Sciences lne (Nine C hg Fr

Mela Sciences Inc)

188. -Emerson E lectr ic

1189. .Enerl Inc New

1190. -Ener l Inc New

D iv id e n d ~

None

D i v i d en d

D i v i d en d

D i v i d en d

D i v i d en d

D i v i d en d

Dividend

None

None

Dividend

D i v i d en d

None

Dividend

None

L ~

M

K

L

K

L

L

K

M

T ~

T

T

T

T

T

T

T

T

T

T

T

T

T

B uy

Sold

( p a n )

Buy

(add’l)

S o l d(part)

02/03/I 0

04/30/I o

05/04/10

II/lli10

12II5/10

L

L

K

K

See Section VIII #12

i A

C o l u m n ( 2 ) U =~k

E -$15.01)




Page 7 4 o f 103



Date o f Report

07, ’12J201 I

V !I. INVESTMENTS and TRUSTS - i ....... t.,, t r a n , a c d o n s n c l , d e $ t h o s e o f s p o u S e a n d d e p e , d e n r c h i l d r , n : s e t p p 3 4- 6 0 o f f il i n g i n x t r u , , io n . ~ )

N O N E (No reportable income, assets, or transactions..)

A. ~. C. D

E)er~ r ip t ion o f A sse ts I n c o m e d u r i n g G ross v a lue a t end Transactions during ~rting ~fi~

( i ~ l u d i n g t~st a ~ e t s ) ~ding p~ of ~ing ~

(I) (2 ) (I) (2) (I) (2) (3) (4) (5)

Pbce "(X~" afl~ each ~ A~I T~ (g., Va~ V a l u e T~ (e g., D ate Val ue G a i n Ide~ t{~ of

exempl from pri~ di~e C~ I di v . , r en t . C~ 2 Met~ ~y, ~ll, m~yy C~ 2 C~ I buy~i~I~

(A-II) or in t . ) (J-P) C~ 3 r~empt~n) {LP) (A- H) {if p r iv a te

( Q - W ) ~n~ction)

1191.-Exxon Mobi l Corp

1 1 9 2 . -FPL Group lnc (Name Chg to Nextera

Energy [ n o ) "

1193. -FEI Co

1194. -Flex~ronics lnt’l Led USD

1195. -Flext ronics Inf l Led USD

I 196. -Frontie r Com munica tions Corp ( sp inoff

Fr o m V e r i zo n )

I 197. -Frontier Communications Co~p

I 198.Gamestop Corp New CLA

1199. -Genera l Electr ic Co

1200. -General Mi l l s Inc

120 I . -Glaxo Smithkline

1202. -Google Inc

1203. -Guggenheim Solar ETF

i 204. -Hanesbrends Inc

1205, -It J Heinz Co

1206.-Hologic Inc

1207.-Home D epot Inc

D Dividend

None

None

N o n e

None

D Dividend

B Dividend

B Dividend

None

A D i v i d e n d

None

C D i v i d e n d

C D i v i d e n d

N

L

K

K

M

L

K

M

L

L

L

L

M

T

T

T

T

T

T

T

T

T

T

06/03/10

Buy ll!ll/10 K

(add’l)

S o l d 12/14/10 K

Spinoff 0 7 / 0 2 / 1 0 J

from tit~e 1246’

Sold 0 7 / 1 5 / 1 0 J

Bu y I I/I 1/10




Page 7 5 o f 103

N s m e o r P e r s o n R e p o r t i n g

Standish, WiUiam L.

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

A. B. C. D.

Desc r i p t i on of Asset s I n c o m e d u r i n g G ro~ v a lue al trod Tr ama¢l i ons dur i ng r epoi ’ l i ng

l incl~ing t~t a~ts ) ~niag ~ of ~ning ~

(I) (2) (~) (2) (i ) (2) O) (4) (5 )

Place "(X)" a~¢r ~¢h 8S~ ~ T~e (e.g., Va~ V~ Ty~ ( g~ Date Value Ga~ Id~ti~ of

exempt from prior di~lo~ C~ 1 div., ~nl, C~ 2 Me~ ~, sell, ~/~ C ~ 2 C~ I

(A-H) ~ int.) (J-P) C~3 re~m pt ion) (J-P) (A-H) (if p~vate

(Q-W) ~n~ction)

1208.- ilo~pira Inc N o n e L T

1209. -JP Mo rgan Chase & CO A Dividend L T

1 2 1 0 . - J o hn so n &J o hn so n

1211.-Kimber ly Clark Corp

1212.-Macy’s Inc

B ~Dividend L T

B D i v i d en d L T

A D i v i d en d J T

Bu y 03/15/10 L

1213. -Mastercard Inc A D i v i d en d L T

1214. -Medco Hl th Solut ions Inc None M T

1 2 1 5 . -Mela Sciences Inc (Name Chg Electro-Optical Sciences Inc)

1216.-Mcmc Electronic Mils lnc

1217.-Merck & Co Inc C

N o n e J T

N o n e J T

Dividend L T

So ld(part)

05/04/10

01119/10

1218. -Microsoft Corp B D i v i d en d L T

1219.-Netflix Inc N o n e S o l d

(par t )

04/09/10 L

1220.-Netflix Inc

122 I . -Nexte ra Energy )no ( ’Name C hange From

FPL Group Inc)

1222. -Nutri!Systems )no (X’)

B Dividend

B Dividend

L

L

T

T

S o l d( p a r t )

Buy

(addT)

12/08/10

06/03/10

I 1 / I I 1 1 0 1

1223. -Nutri/Systems Inc (X) S o l d 12/14/10 L

1224.-Pepsico Inc C Dividend M T

E

F

= SI.0OO or 1~

=$50.0OI -

=$15.000 or less

- $250.0OI -

E =$15.rxH -




Page 7 6 o f 103

N z m e o f P e r s o a R e p e r l l n g

S t * n d b h , W i l li a m

D ~ e o f R e p o r t

07/12/2011


A. B. C. D .

l~scrip~ion of A ssets Incon~ during

(I) ~) (I) (2) O) (2) 131 (4) (5 )

Place "(X)" after ~ch as~t A m o u r ~T~ ( e .g~ V z l u ~

¢ x ~ p t ~ m p r i ~ d i ~ lo ~ e C~ I d i v . . r ~ n ~ C~e 2 Me~ ~ , ~ 11 , m~ C~ 2 C ~ e I buy~r/~ller

( A - H ) o ~ i n ~ ) (~P} C~ 3 r~ption) ( J - P ) ( A - H ) (if ~ivate

( Q - W )

1225. -Prize" Inc D Dividend M T

1226. -Procter & Gam ble Co B D i v i d en d L T

1227.-Ralcorp Hldgs lnc New None L T

12 28. -R o che sler M ed G rp No n e K T

1229. -Royal Dutch Shell B D i v i d en d K T

1230. -Sal ly Beauty Hldgs Inc None M T

123 I . -Sanof i -Symhelabo C Dividend L T

1232. -Sar~ l.~e Corp B D i v i d en d K T

12 3 3 . - 5 B A C o m m u n i c a ti o n s C o r pI None L ’T B uy

1234, -Schlumberger Lid A D i v i d en d L T

1 2 3 5 . -S muc k er J M C o New B Dividend L T

1236. -Sociedad Quimica Minera De Chi le B D i v i d en d M T B uy

1237. -Srryker Corp. A D i v i d en d L T B uy

1238. -Suncor Energy A D i v i d en d L T B uy

(add’l )

1239. -Sunpower Grp CI A None S o l d

1240. -Sunl~wer Cap CI B None S o l d

124 I. -Teco Energy, Inc B D i v i d en d L T

04109/10

1 0 / 1 6 1 0 9

07/15/10

06/04/10

I I /11/10

I I / I I ! 1 0

L See Section VIII #3

A

A

1 Income Gain (’odes: A ~$l,0OOorlcss B =$1,001 - $ 2.500 U : $ 2 . 5 0 1 - $ 5 , ~ D~5.~I




of 10 3

Name of Penon Report ing

Standhh, W il l iam L.

Dale of Report

0 7 / I Z 7 2 0 1 I

V I I . I N V E S T M E N T S a n d T R U S T S - i ,e o , . ,, m l u e , t r a n s a c t io n s ( I n c t ~ d t s t h o , , o f s p o a s t a n d d e p e n d e n t e h i l d r e n ; s t e p p . 3 6 0 o f f i li n g i n , t r u c t io n s . )


A. B. C. D.

Desc r i p t i o~ of Asset s I n c o m e d u r in g G ro s s v alue a t e n d T ra n sa clio n s d urin g re p o sin g p e r io d

( inc lud ing , toJSt a~ets) repo~ling period of r~ o t l ing pe r iod

(l| (2) (I) (2) (I) (2) (3) (4) (5 )

Place "(X)" aflel" each ass~ Amoum Typ~ (e.g., V alue V alue Ty~ (e.g.1 [~te VaI~ G ~ i n ld~nt i~ /o f

exempt from prior disclosure Cod~ I div., r~nk ~’ode 2 Method buy, sell, m n ’ f f d d / y y Code 2 Code I buyer’/seller

(A-H) or int.) (J-P) Cod~ 3 rcd~"nption) (J-P) (A-HI (if private

(Q-W) Iransaclion)

1242. -Templeton Fronti¢~ M k t s A Dividend M T Bu y 08/04/10 L

1243. .Teva Pharmaceutical B Dividend L T

1244. -3M C o D Dividend M T

1245. -Uni lever NV New York Shs N~w C D i v i d en d L T

1246.-Ver izon (Spinoffof Front ier C IDividendC o m m u n i c a t i o n s )

1247. -Wal-Mart Stores In c B D i v i d en d

L

L

T

T

0 7 / 0 2 1 1 0

1248. -Watts Wtr Technologies [nc A D i v i d en d L T

1249. -Z im m e r Ho ld in g s In c No n e L T

1250. -Temple ton Deve loping M kts C D i v i d en d M T

1251.- India Fund Inc

1 2 5 2 .- Temp l e t o n R u~ ia E Eur o p e F d l n c

B D i v i d en d N

A D i v i d en d M

T

T

1253. -Bank of Baroda-N~" 0.4-2010 M a t u r e d 0 3 1 0 4 / I 0 1 M

1 2 5 4 , - B ea l B a n k - " I X 0 . 3 - 2 0 1 0 A Interest Matured 01106110 M

1 2 5 5 . -Morgan Stanley/Smith Barney (Frmrly’ Cit ibank/Smith Barney)

1256. Agency Acct #2 (100% Interest )

1257. -Blackrock US Treas MM Fd #02

I n t e r e s t 0 T M o n M k t l n v

Closed 05/31/05 S ee S ec t i o n V l l l # 3

1 2 5 ~ . -Sta te Lease 195 (Operated by Gulf Stream

Resources, lnc)

I I n c o n ~ : G a in C o d es : A ~ $ 1 ,0 0 0 o r l e s s B = $ 1 . 0 0 1 - $ 2 . 5 0 0 C =$2.501 - $5 .00~1 D = $ 5 . P ~ ) 1-$ 15 . 000

2 V a l u e ( ’ o d e s J "$15J~ ~ l~s K =$15.~I - 150.~ L =$50,~I - $I~.~ M ~11~,~I - $250.~O




Page 7 8 o f 103


0 7 / 1 2 / 2 0 1 ~ ,

N O N E (No reportab le income , asse t s , or tran sact ions. )

A, B. C. D .

Description of As~ts Income during Gross value a t end Transactions durin8 reponin8 p e r i o d

l i n c l u d i n g u ’ u s t a x ~ e l : + ) = ~ p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

(I ) (2 1 11) (2) II ) (2) (3) (4) ( 5 )

Place "IX)" after each a~t A n u 3 t m t T y p e ( e . g ., Value Value T y p e ( e . g . , D a t e Value Gain I d e n l i t y o f

e x e m p t f r o m p r i o r d i s c lo s u r e Code I d i v . , r e n t , C o d e 2 M e t h o d buy. sell. m m td d/)V C od e 2 Code I buyer/seller

(A-H) o r i n t . ) ( J - P ) Ct~ 3 r~.kmption) ( J - P ) (A-H) ( i f p . n v a t e

(Q-W) ~nsaction)

1 2 5 9 . -Rycade Lease Section 28 (operated by

"rermo Co)

1 2 60 . Note Rec from Ron Bacon* (D/B/A Village

Deli) (*default)

1261. Trust # I 1 (6.25% income interest)

1262. -Blackrock Global Allocation Fund

1263.-Cisco Systems

1264. -Dividend Capi tal Indust r ial Income Trust


1266.- Ishares TR Russel l 2090 Index Fund

1267. -Johmon & Johnson

1268.-Pfizerln¢

1 2 6 9 . - P i m c o C o m m o d i t y Real R e t u r n S t r a t e g yF u n d

1270.-PPG Industries Inc

1 2 7 1 . -P ru d t ’l J e n n i~ n 2 0 / 2 0 Fo cu s Fd fNme Chg

To Jennison 20/20)

1272. -Blackrock Temp Fun d # HI

1273.-Calamos Growth Fund #606

1274.-Harbor Fund Int’l #11

1 2 7 5 . -Jennison 20,’2-0 Focus Fd (Nine Chg FrPmdt’ l Jcnnison 20/20)

( ’No i n c o m e )

A lnt./Div.

B uy

B uy

Sold( p a r t )

B u y

S o l d(part)

S o l d(part)

B uy

Sold

(part)

Mon M kt l nv

Sold

Buy

{ a d d ’ l

+,

1 0 1 2 8 / I 0

1 I12 6 /10

ll/18/lO

11101 /10

I 1/ I 8/10

I liOl/10

I 0 / 06/ I 0

II/01110

02 / I 9 /10

I 0 ; 0 6 / 1 0

10/28/10

02/19/10

K D See Sect ion VIII #1

i

I. Income Gain C~atcs: A -$ 1.000 o r 1~ B = $ I,dOI - $2.500 C=

$ 2 , 5 o I -

P3 =125.~.~t - $~.~.~ P 4 = M o r e t M n $ 5 0 . ~ . ~ )~V~,~ Me~ (’~ Q = A p ~ a ~ g n l R ~OSl ( R eal E~t c ~l y} S =A sscss~n l r = (ash Marke t

q ~ ¢ C o h ~ m ( 2 1 LI =~ Val~ V -~ W = E s t i ~¢ d

E ° - $ 1 5 . 1 ~ 1 1 . $ 5 0 . 1 + O 3




Page 7 9 o f 103

N a m e of Person Report ing


Date of Report

07/I 2/2011


N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A. ~. C. D.

D e!{tr ip{ion o f A sse ts I n co me d ur in g G ro s s va lue a t e n d Tr ansac t i ons dur i ng r epot t i ng per i od

(including t r us t asse t s) r e p o r t in g p ~ i o d of r epor t i ng per i od

(t) 1 2 ) (i) (2) (ll (2) (3) (4) iS )

Place "(X)" a~er each a~et A m o t m t Type ( e . g . , V a lue V a lue Type ( e . g . , Dat e V a l u e G ain I dent i t y of

e x e m p t f r o m p r i o r d i p l o m a { r e C o d e I d a y., re n t. C o d e 2 M e t h o d Im y, ~11 , m m /d d ]yy C o d e 2 C o d e I b uyer /se l le r

( A-H) or int .) (J-P1 C o d e 3 r e d e m p t i o n ) ( J -P) (A-I I ) ( i f pr i vat e

( O . W ) t ransac t ion )

1276. Trust # 12 (6.25% income interest) D Int./Day. N T K A See Section VIII #1

1277. -Blackroek Tem p Fund # H! M o n M k t ln v

1278. -Agilent Tech

1279. -Allergan Inc

1280. -Am gen Inc Sold 11/18/10

1281. -Apple inc

1282.-Baxter Intl Inc

1283.-Becton Dickinson & Co

1284. - Boeing Co

1285.-Bristo l M yers Squibb Co

1286. -Cisco Systems Inc Sold 11/18/10

1287. -Divid en d C a p ita l In d ustria l In co m e Trust B uy I 1/26/10

1 2 8 8 . - E QT C o r p ( N a m e C h g Fr o m E q u i ta b l e

R eso ur c es )

1 2 8 9 . -Eq uit ab le R esources (Name Chg To EQTCorp)


1 2 9 1 . -FPL Group {Name Chg To Ncxtera EnergyInc)

1 2 9 2 . -Front ier Communicat ions Co (spin off

Fr o m Ve r i z o n )

S o l d(par t )

Sp in o ff’from l ine 1324

01/02/09

0 1 I 0 2 / 0 9

11/18/10

06/03/10

07/02/I 0

S ee S ec t i o n V l l l # 7

S ee S ec t i o n V l l l # 7

I In co m e G a in C o d e ~: A = $ 1 ,000 o ~ les s B = $ I . 09 1 + $ 2 . 5 00 C = $ 2 .50 1 - $ 5 .00 0 D = $ 5 .0 0 1 . $ 1 5 .00 0

tSce Columns O I and D-l ) F =$50.001 - $100.fiO0 G :$1flfl.flOI . $1.000.000 HI =$1.00~.001 - $5 .000.000 H 2 = M o r e t h a n $ 5 . f l 00 . 000

2 . V a l u e C o d e s J -$15.000or I~s K ~$15.001 - $50.000 L -1 5 0 . 0 0 1 - $ 1 0 0 . 0 0 0 M = $ 100 . 0O I ¯ $ 2 5 0 . f l00

( S e e t ’ o l um a s ( 1 a n d D 3 ) N -$ 2 5 0 . 0 0 1 - $ 5 0 0 . 0 0 0 O =$50~1.0~1 - $1.000.000 PI -$1.000.001 - $5 .000.(100 P 2 - $ 5 .0~ .001 ¯ $ 2 5 .00o .0o0

P 3 = $ 2 5 . t j00 . 001 - $ 5 0 . 000 . 000 P 4 = M o r ¢ t h a n $ 5 0 . 000 . 000

3 . V a i l s . M c ~ o d L ’ o d c , . O ~ A p p r a i~ t l R : C o ~ t ( R ea l E s t a t e O n ly l S = A s s ¢ , ~s m e n t T =(’&~,~ Matkc|

( ~U o lum n C 21 II = B o o k V a lue V = O t h e r W = E e t i m a w d

E -$15.tXII-$50.0OO



FINANCIAL DISCLOSURE REPORT of 103

N a m e s f P e r s o n R e l ~ r t l a g

Standhh , W il l iam L .

A. B. C. D .

D e ~ r i p t i o n o l " A s s e t s Incor~ during Gross value at end Tran~ctions during reporting period

[im:luding trust = s s ¢ l ~ ) r rponing per iod ofr t l~ning p t~od

O) (2) 11) (2) (I) (2) (3) (4) (5 )

P l a c ~ " ( X ) * a f t e r c a c h a s s e t A m o u n t Type (e.g, Value Value T y p e ( e g . , D a t e V alue G a in Idemi~’ of

~ x ~ m p l f r o m p r i o r d i s c l o s u r e Code I dlv., rcn~ C O d ~ 2 M et h o d b ~ r y , ~ l l , m m . ~ d d / y y Code 2 Code I I m y a ’ ! s c l l ~ r

( A - H ) o r i n t ) ( J - P ) C O d e 3 r e d c m p t i o n ) O - P ) (A-H) ( i f p r i v a t e

( Q - W ) w a m a c t i o n )

1293. -Frontie r Communica tions Co

1294. -G~nera l Electr ic Co

1295 . - G o l d m a n S a c h s G r o u p l n c

1 2 9 6 . - G o o g l e | n c C l A

1297. -Hewlet t -Packard Co

129g. - ln te l Corp

1299. -In t’ l Bus iness Machine .~ or p

[ 300. -Johnson & Johnson

1301. -McDonalds Corp

1302. -Mc Kesson Corp

1303.-Med co Hl th Solutions Inc

1304. -Medtronic Inc

1305, -Microsoft Corp

1 3 0 6 . -Nextera Energy Inc (Name Chg From FPLG r o u p )

1307.-Orac le Corp

1308.-Peps ico Inc

[309.-Pfizer

S o l d I0/08/10

S o l d I I / Ig / lO

06/03/10

Buy 05/09/01 See Se~’~ion V lll #3

IScc (’o1~ C2) l; -~k Value V ~h~ W =~tima~




Page 8 1 o f 103

N o m e o f P e r so n R e p o r t i n g

St~,nd|sh, Wil l iam L


07/12/2011

VI 1 . INVESTMENTS an d TRUSTS -


D e rcrip tio n o f A ss e ts I n co m e d ur in g G ro s s va lue a t ca d T ra n sa ctio n s d urin g re p o rtin g p e r io d

( i n c l u d i n g ~ r u s t a s s e t s } r e p o r t i n g p c r i u d o f r ~ p o ~ . i n g p e r i o d

Place "(XI" a f t e r each a s se t A m o u n t Type ( e . g . . V a l u e Val ue Type ( e . g . . D ale Val ue G ain I d e m i l y o f

e x e m p t f r o m p r i o r d i s c l o s u r e C o d e I d iv ., r~n t. C o d e 2 M e t h o d buy, sel l . m m / d d / y y C o d a 2 C o d e I buyertseller

(A. H) or mr.) [J-P) C o d e 3 rede2nl~ion) ( J-P) {A -H) ( i f pr i vat e

( Q - W ) uansac l i on)

1310.-PPG Induswie s Inc

131 I.-Praxair In¢

1312. -Procter & Gamb le Co

1313. -Schlumbcrger Lid

1314. -St Jude M edical Co

1315. -State Street Corp

Sold 11118/10,

Sold 1 0 / 0 8 / 1 0 !

1316. -Stryker Corp

1317 . -Tern Pharmaceutical lads Ltd AD R

1318. -Transocean Ltd

1319. -Unilever NV New York Shs New

1320. -Union Pacific Corp

1321.-United He alth Gro up Inc

1322. -United Technologies Corp

1323. -Vanguard FTSE All W or ld Ex-US Index Fd: Bu y 10/08/10

324. -Verizon (Spinoffof FrontierCommunicat ions’~

1325.-Wast e Man agement i nc

1326. - I shares Trusl MSC I EAFE Ind ex Fd

07/02/t 0

B u y 10/08/10

S o l d 10/08/10

I laconic Gain Codes. A - $ 1 , 1 ~ 3 0 o r l e s s B =$1,001 - SZ.5~ ( " = $2.501 - $5 .~ D " $ 5 J ~ 1 - $ 1 5 . ~

1~ ’¢ U olm~ (’2 ) U -~t Value V =~h~ W : Estin~t~




of 103 07/12/2011


D escr ip t ion o f A s . , . e ts I n c o m e d u r in g

( i nc ludi ng f r os t a s s e t ~ ) repo r t ing pe r iod

(I)

P fa * .’t "(X)" a fte r e m :h a s se t A m o un t Type ( e . g . ,

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

Gr oss val ue a t end

of r epor t i ng per i od

(1) (2)

V a lue V a lue


( J -P) C o d e 3

( Q - W )

(I)

T y p e ( e . g .,

buy, sell,


Tmns~ ct ion~ dur ing repo r t ing pe r iod

(21 (3) (4) (5 )

D ate Val ue Ga in I dent i t y of

m m / d d / y y C o d e 2 Code I buys/ se l l er

( J-P ) (A -H) (if p r iv a te

t ransac t ion )

1327. Fiduciary Positions - -

1 3 2 8 . T r u s t # | 3

13 2 9 . -B N Y M e l l o n M M Fd

1330 . -AT&T Inc

1 3 3 1 . -Accenture PLC ( reed f r Aceenture Ladm e r g e r )

1332. -Al l iance Data Systems Corp

1333. -Amerpr ise Fin l Inc

1334. -Amgen Inc

13 3 5 . -A m g e n I n c

1336.-AOL Inc

1337. -Apache Corp

1338. -Apple Computer Inc

1330.-Apol lo Group Inc

t 340. -Autoliv Inc

1341. -Bank of Amer ica Corp

1342. -Blackrock Inc

1343.-Capi ta l One Financ ial Corp

T

Mon Mkt Inv

Sold 0 3 1 1 1 / 1 0

Sold 01/! 1/10

Sold 03/I i/I 0

Sold 03/I 1/10

S o ld 0 2 /1 8/1 0(part)

Sold 03/I I/lO

Sold 01/07/10

Sold 0 3 / I 1 / 1 0

S o l d 03/11/10

S o ld 0 4 /0 7 /0 8

Sold 0 3 1 1 I / I 0

S o l d 0 3 1 1 I l l 0

Sold 0 3 / I 1 / 1 0

Buy 01/22/10

L E Se e S e c t i o n V i l l

See Section VIII #3

I. Income Ga in L’t~dcs: A E = 5 1 5 . ~ O I - $ 5 1 ] . I N i t }



FINANCIAL DISCLOSURE REPORT of 103 $tandbh, W i l liam L.

Date of Report

07/[7/2011


Description of Assets Income during

(including trust assets1 r~orting period

(I) (2)

Place "(X)" after each ~s~-’t Amoum t~’ype (e.g.,

exempt from prior disclosure Code I div., renl.

( A - H ) o r i n L )

Gro~ value at end

of reporting period

Value Value

Code 2 Method

O - P ) C o d e 3

(Q-W)

T y p e ( e . g .,

b u y , sel l ,

~dempfion)

Transac t ions dur ing r~ pon ing pe r iod

(2) (3) (4) (5)

Date Valu e Gain Ident i ty o f

m~’dd/ y, y C o d e 2 C o d e I b uyer /se l le r

{ J - P ’ } ( A -H ) ( if private


1 3 4 4 . - C a p i t a l O n e F i n a n c i a l C o r p

1345. -Chubb Corp

1346.-Cigna Corp

1347.-Cisco Systems Inc

1348. -Coca Cola Co

1349. -Concophillips

1350. -Cumm ins lnc

1351 . -CVSiCarcmark Corp

1 3 5 2 . - C V S / C a r e m a r k C o r p

1 3 5 3 . - D a n a h e r C o r p

1354.-Dell

1355. -Dreyfus Diversif ied Intq-I

1356. -Dreyfus Diversified Int’l-I

1357. -Dreyfu s Inflation Adjuste d Sees Fund

1358. -Dr~,fus Inflation Adjusted Sees Fund

1359.-Dreyfus Inflation Adjusted Sees Fund

1 3 6 0 . - D r e y f u s , ’ N e w t o n I n t ’ l E q u i t y F u n d

Sold

S o l d

Sold

Sold

S o l d

S o l d

Sold

S o l d

(pan)

S o l d

S o l d

S o l d

Bu y

Sold

Bu y

S o l d( p~ )

B u y

( a d d ’ l )

Bay

03/I 1/10

03/11/10

03/11/10

03/11/10

03/1 Ill 0

03/I 1/10

03/1 Ill0

01/14/10

03/11/10

03/I I l l0

10/20/08

03/12/10

12/17/10

03112/10

12/22 /10

12/27/10

12/17/IO

Sce Sectio n VIII # 3

I In co m e G a in C o d es : A -~$ 1 .000 o r le s s B ~$1,00r. 52.500 C ~ $ 2 . 5 0 1 . $ 5 . 0 0 0




Page 8 4 o f 103 Ia me o f Pe r s om R epo r t i n g


D a ; e o f R e p o r t

07/12/20i l

Vll. INVESTMENTS

NONE (No repor tab le incom e , a sse t s , or transa c t ions .)

Desc r i p l i on of Asset s I n c o m e d u r in g

(including trust assets) repo r t ing pe r iod

(I) (2)

Plac~ "(X)" a f t e r each a s se t A m o u n t Type ( e . g . ,

e x e m p t f r o m p r i o r d i s c l o s u r e C o d e I di v . , r en t ,( A-H) or int .)

Gr oss val ue a t t ~d

of r q > or t i ng per i od

(i) (2)

V a lue V a lue


( J-P) C o d e 3

( Q - W )

(11

Type (e.g.,

b u y , ~:11,

redemption)

Tr ansac t i ons dur i ng r epor t i ng per i od

(2) (31 (4) (5 )

D ate Val ue G ain I dent i t y of

m m /d d/ yy C od e 2 C od e I b uyer /se l le r

( J -P) ( A-H) ( i f pr i vat e

transaction)

1361. -Dreyfus Opp ortunist ic Sm all Cap Fund B uy 03/10/I01

1362..Dreyfus Opwortuni*tic Small Cap Fund

1 3 6 3 . -D r e y f u s O p p o r t u n i s ti c S m a l l C a p F u n d

1 3 6 4 . -Dreyfus Select Mgrs Small/Cap GrowthF u n d - I

1365. -Dreyfus Select Mgrs Small Cap Value Fund

B uy 12/15/10

(add’I t

S o l d 1 2 1 1 7 1 1 0

(part)

B uy 12/31/10

B uy 03/10/10

1366. -Dreyfus Select Mgrs Smal l Cap Value Fund S o l d 1 2 / 1 7 / 1 0

( p a r t )

1367. -Du Pont E I De Nemours So ld 03/11/10

1368. -EM C Corp Sold 03/11/10

1369. -Exelon Corp So ld 03/I 1/10

1370.-Exxon Mob il Corp Sold 03/11/10

13 7 I. -Fedex Corp Sold 03/11/10

1372.-First Horizon Natl Corp S o l d 01/29/I 0

1 3 7 3 . - F r a n k l i n R e s I n c Sold 03/11/IO

1374. -GAP lnc

1375.-GAP inc

1376.-General Electric Co

B uy 01/I 5/10

(add’I t

So ld 03/11/10

Sold 03/11/10

1377. -Google lnc S o l d 03/I 1/10

I. Income Gain Codes :

(See Columns B| and

2. Value Codes

I~e Cnlmrm~ C I a n d

"~V;duc Mclh,~l C~le,t

l , S ¢ ~ C o l u m n

A ~ $ 1 . 0 0 0 o r L e s s

J = $ 1 5 3 ! 0 0 o r I ~ s

U ~k Value

O - $ 5 . f i < t l - $ I




o f 103

Name ol" Perso~ Rel~,r1|n~

Sl~ndish, Wlll|~m L.

D m t e o f R e p o rt

07/ IZ~011

V l l . IN V E S T M E N T S a n d T R U S T S - l , , . . . . , ~ . , , . transacaon~(In¢l.d~-s~hos, o.l’spo ..... ddepcndc~tehildren~,¢erp. J4-6Ooffilingl.trucao~s.)

N O N E (No reportable income, assets, or tramactions.)

A. B. C.

D tw,~ ’ip t ion o f A s~ t~ I n c o m e d u r i n g Gross valu~ at ~

(incl~ing t~st t~ts) ~ning pai~ of reposing ~r~

(l} (2 ) (I) (2~

Plaff "(X)" after ~ch as~l A~l Ty~ (e.g., V a lue V a lue Ty~ (e.g..

¢xempl from ~r di~l~C~I div., r~t. C~e 2 Met~ ~y. ~ll,

(A-H) or inL) ( J -P) C~e 3 r~emption)

~ Q - W ~

Tr ansac t i omt dmang r epor t i ng per i t x l

(2) (3) (4) (5 )

D a t e Valu¢ G ain l d e n o t y o f

m m / ~ d , ’ y y C o d e 2 Code I b u y ~ r . ’ s e l l e r

( J - P ) (A-II) 6 1 " t m v a t e


1378. -Hallibumon Co

1379. -Hess Corp


138 I . - I to m e D e p o t

1382.-Honeywell Int’ l Inc

13g3.-Hospira lnc

1384. -Human Genome Sciences Inc

1385. -Human Genome Sciences Inc

1386. -IBM

1387.-Ishares S&P GSCI Commodity-lnd

S o l d

So ld

S o l d

S o l d

So ld

S o l d

B uy

(add’l )

So ld

So ld

B uy

03/I 1/10

03/I Ill 0

0311 I/I0

03/I I110

03/I 1/10

0 3 / ’ I I 1 1 0

02/I 8/I 0

03/1 I l l0

03111/10

03112/10

1388. -Juniper Networks

1389. -Kbr Inc

1390. -Limi ted Brands Inc

1391. -McKesson Corp

1392.-M,’Ke~son Corp

1393. -Medtronic Ine

1394. -Merck & Co lnc

S o l d

S o l d

So ld

B uy

(add’J)

So ld

S o l d

S o l d

i01/ll/10

03/I 1/10

03/I 1/IO

Ol/08/10

03/I 1/1o

03/I 1/10

03/I 1/10

D = $ 5 . 001 - $ 15 , 000

H2 =Mote Lima

M = $ 100 . 001 ¯

E =$15.001 -




o f 103

~lme o1" Person Reporting

S tandis h , \Vi l l i am L.


07/12/2011


N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A B. C. D.

I .~’*c r i p t i o~ of Assets [n co m e d ur in g G ro ss va lue at te d Tmr~actions during r~ing p~

( inch~ ing test asse~) ~aing pcri~ of r~in8 ~n~

O) (2) {J) 12) 11) (2) (3) {41 (5 1

Place "(X )" a~cr each as~ A m o u n t Ty~ (eg., V a l u e Va~ T~ (e.g.. Dal e Val ue G ain I~lity of

ex~ f~m prior disclosure C~e I d~.. ~1, C~e 2 Meth~ ~y, sell, m~d~’~ ~ 2 C~e I b wer / se l l e r

{A -H) ~ int.) (J-P) C~ 3 ~mption) ( J-P) ( A-H) ( i f pnv a te

(O - W ) tran~tion)



1397. -Morgan S~anley

13 98. -News Cor~ Inc

1399. -Norfolk Southenl C o r p

1400.-Occidental Petro Corp

1401. -Omnicom Group

1402. -Oracle Co~

1403.-Parker Hanrtifin Corp

1404. -Pepsico

1405. -Pfizer

1 4 0 ( ; . - P h i l li p M o r r i s

1407. -Praxir lnc

1408. -Procter & Gamble

1409.-Public Svc Enterprise Group lnc


141 I.-Oualcomm Inc

So ld

So ld

S o l d

S o l d

S o l d

So ld

S o l d

So ld

So ld

So ld

So ld

S o l d

So ld

So ld

B uy

So ld

B uy

(add’l~

03/ I ! /10

03/I 1/10~

03/11/10

03/11/10

03/11/10

03~11/10

03/11/10

03/I I i l0

03/11!10

03II 1/10 i

03/I 1110

03/I 1/10

03111/10

01/g/10

03/1 I110

01/I I110 i

1~ Co luum (’2 1

B-$ I .t~l I - $Z.500

G =,SIO0.0al - $1,000.O00

K = 5 1 ~ ; . 0 0 1 ¯ 5 5 0 . 0 0 0

0 - $ 5 0 0 , 0 0 1 - $ I . ~ . 0 0 0

V ¯ Od,,cr

D = 5 5 , t 1 0 I

112 *Mote tl~n 55.000.000

M ~5100,0OI -

P 2 = $ ~ . 0 0 0 . 0 0 1 -

T - (’~d l Ma rkd

E " $ 1 5 , O U l -




P a g e 8 7 o f 1 0 3

N ~ m e o t " P e rs o n R e p o r t i n g


Dale of Report

07/12J2011

V I I . I N V E S T M E N T S a n d T R U S T S -i ....... I . , , tr ....caftans ( Inc lude , t h o s ¢ o f s l ~ t a n d d ~ ’ p e n d t n t c k i ld r t n ;

N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A. B. C. D.

D e s ~ : r i p ti o u o f " A s ~ c t s Income during Gro~ value ~t end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

{ i n c l u d i n g t r u s t a . ~ c t s } reporting p~iod o f r e ’ p o r t i n g p e r i o d

(I) (2 ) (1) (2) (I ) {2) (31 (41

P l a c e " I X ) " a f t e r e a c h a s r ~ A m o ~ w i t T y p e ( e . g . , Valu~ Valu~ T y p ~ ( e . 8. D a t e Value Gain I d e n t i ty o f

e x e m p l f r o m p r i o r d i~ c l o x u r e Code I d i v . . r e n t . C o d e 2 Methyl buy, sdl, mm/dd/yy Code 2 Code I buyer/~ller

( A - H ) o r i n t . ) ( . I . P ) Code 3 r ~ d e m p l i o n l ( . I - P ) I A - H ) ( i f p r i v a t e

I Q - W I t r n n ~ c t i o n )

1412. -Qualcomm Inc

141: t .-Qualcomm In c

1414. -Raytheon Co

1415 . -Rydex Managed Futures St ra tegy Fund-Y

1416. -Sempra En ergy

1417. -Sempra En ergy

1418. -Schwab Char les Co rp New

1419. -St ra tegic Global Stock Fund

1420. -Target Corp

142 I. -Textron Inc

1422. -Thermo Fisher Scien tific

1423..Time Warner Inc

142,1. -Tyco In tl Lid

1425.-Uni lever PLC ADR

14 2 6. - Va l e S A - S p A DR

1427. -Veretex Pharmaceuticals Inc

1428.-Veretex Pha rmaceut ical s Inc

B uy(add’l )

S o l d

So ld

B uy

S o l d{ p a r q

So ld

So ld

B uy

So ld

S o l d

So ld

S o l d

So ld

S o l d

S o l d

S o l d

( p a r t ~

S o l d

03108/10

03/I 1/10

0311 i/10

1 2 1 1 7 1 1 0

01/12/10

02/02/I 0

03/I I l l0

1 2 / 3 1 1 1 0

03/I I l l0

03/ I I ;10

03/I I l l0

03/ I l ! lO

03/11/10

03/11/10

03/11/10

01/13/10

03/1 I/I 0




Page 8 8 o f 103 St* n d i sh , W i l l i a m L.

NONE (No repo r t ab l e i ncome , a s se t s , o r t ran sa c t i ons . )

A. B. C. D.

D ~ z cr ip6on of A sse ts I nc ome dur i ng G ross v a lu~ a t end T r a n ~ c t io ~ s d u ~ n g r e p o r t i n g p t ~ o d

(including lP.L~t a~eL~} r epot t i ng p~i od of rt3x~mg ~

(I) (2) (1) (2) (I) (D (3) (4) (5)

Place "(X)" after each e~t A~unt ~y~ (e.g., V~lu¢ Val ue Ty~ (e.g., ~te Val~ G ain Id~fi~y of

exempt fr~ wior di~lo~e C~ I div., r~t, C~ 2 M¢~ ~, ~ll, m~t~ C~e 2 C~I ~y¢r.~lkr

( A-H) or inL) ( J -P) C~e 3 ~ d e m p t i o n ) (J-P ) ( A -H) ( i f p~ v a te

( Q - W ) ~ra~ction)

1429. -Visa Inc CI A

| 4 3 0 . .Wa b M a r t S t o r e s I n c

143 I . -Wel l s Fargo & Co New

1432. -Whirlpool Corp


1434. - l shares Tr S&P Smal l Cap

1435. -BNY Mel lon Emerging M kta Fd CI M

14 3 6 . - B NY M e l l o n E m e r g i n g M k t s Fd C I M

1437. -BNY Me l lon Focused Equi ty Opp-M

1438. -BNY Mel lon Focused Equi ty Opp-M

1439.-BNY Mel lon int ’ l Fund CI M

1440. -BNY Mel lon Int ’ l Fund CI M

1441. -BNY Mel lon Large Cap Stk Fund

14 4 2 . -B N Y M e l l o n La r g e C a p S t k Fu n d

14 4 3 . - B N Y M e l l o n M i d C a p S l k Fu n d

14 4 4 . -B N Y M e l l o n M i d C a p S t k Fu n d

1445. -BNY Mel lon Nat’ l Inter Muni Bd Fd CI-M

S o l d

S o l d ,

Sold

S o l d

S o l d

S o l d

B uy

(add’l )

B uy

(add’l )

B uy

S o l d

S o l d( p a r q

Bu y(add’l )

B uy

S o l d

S o l d

(part)

Sold( p~ )

Bu y

03111/10

0 6 1 1 5 1 0 9

03/1 I110

03/11/10

03/I 1/10

0 3 1 1 2 1 1 0

0 3 1 1 2 1 1 0

12/22/10

03/12/10

12/22/10

0 3 1 1 0 1 1 0

12/17/10

0 3 1 1 2 1 1 0

12/22/10

03/10/10

12/09/10

0 3 / I 2 / 1 0 1 ,

See Sect ion VIII #3

I . Income Gain ( tadcs: A = ~ l . 0 0 O n r l e s s B -$ 1 . 0 0 1 - $ 2 . 5 0 0 C -$2.501 - $5 .(’~0 D -$5.01"11 . II5.0110

I~(’olm~ C2I O -~k Va]~e V "O~ W = EsUm a~ed




Page 8 9 o f 103

N a m e e ! P e r so n R e p o r t i n g

Standish, Wil l iam L. 07/I Z/2011

N O N E (No reportab le income, ass e t s , or t ransa ct ions~)A. B.

Descril~ion of As_~ts I n c o m e d u r i n g

( inc lud ing t rus t =~ ts ) ~aing

Place "(X)" aflu each as~t ~1

cxempl f rom p~or di~]o~e C~ I div.. rc~

( A-H) ~ int.]

Gms~ value at e~d

o f r c p o r n n g p e r i o d

O) (2)

Value Value

C O d ~ 2 M e t h o d

( J - P 1 (’ode 3

~ O - W ~

Transactions during telm rting period

( t~ (2) (~1 141 ~5 )

T y p e ( e . g ., D a t e Value G ain I d e n t i ty o f

t r o y , s e l l , m n v ’ d d / y y C o d e :7 Code I buyertseller

r e d e m p t io n ) ( J - P ) IA-Ill ( i f p r i v a t e




1448. -BNY Mel lon Nat’ l ST Muni Bd Fund

1449. -BNY Mel lon Sm al l Cap Stk Fd CI M

14 5 0 . -B N Y M e l l o n S m a l l C a p S t k Fd C I M

14 5 1 . - B N Y M e l l o n S m a l l / M i d C a p

14 5 2 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d -M

1 45 3 . -B NY M el l o n S mal l / Mi d C a p F un d - M


1 4 5 5 . *BNY Mel lon Tax-Sensi t ive Large Cap-Mul t i St ra tegy Fd CI-M

1456. -BNY Mel lon US C ore Equi ty 130130 Fund

1457.-BNY Mel lon US Co re Equi ty 130130 Fund

1458. -BNY Mel lon US Co re Equi ty 130/30 Fund

’ 1459. -Trust #17 INo Benef lnteres t )

1460. -BNY Mel lon MM Fund CI M

!461. -Dreyfus Divers i f ied lnt l

1 46 2 . -D r ey fus S e l ec t Man ag e r s S ma l l C ap V a l ueF un d

~one

i

Bu y 12/10/10(add’l)

Sold 12~2/10(pa rq

Buy 0 3 1 1 2 1 1 0

Bu y

i 03/10/10add’l)

Sold i 12/17/10

B uy

B uy

l ad d ’ l )

S o l d( p a r q

B uy

B uy

S o l d(par t )

S o l d

M e n M k t [ n v

S o l d

(parq

B uy

03/10!10

12/14/10

12/22/10

12t22/10

10/07/08

03/10/10

1 2 / 1 7 1 1 0

0 9 1 2 1 1 1 0

09/21/10

See Sect ion V I I I #3

DI See Section VIII # I




Page 9 0 o f 103

Nem e of/’ersoa Reportln~


Date of Report

07/I 2/2011

Vi i . INVESTMENTS and TRUSTS

N O N E (No reportab le income, ass e t s , or t ransa ct ions.)A. B. C. D.

Dc ~c r i p l ~n of .Asset s I n co m e d urin g G ro s s va lue at e ~d Transactions d~ng rc~nin8

(incl~ing t~t a~eu) r~ing p~ of r~ing ~

(I) 1 2 ) (I) (2) (I) (2) (3) (4) (5)

P h ~ "(X)" after ~ch ~t Am~t T)~ (e.g., VoI~ V a l u e T~ (e.g., Date Val ue G ain Id~ti~ of

ex~pt from prior ~lo~ C~ I di v . , r enL C~e 2 Mcth~ ~, ~11, mm/d&~ C~ 2 C~e I ~/scller

(A-~ or int.) (J-P) C~ 3 ~emption) (J-P) (A-H) (if pfivtte

1463. -Dreyfus Selec t Manage , r~ Smal l Cap Va lueF un d

1464. -Hussman St ra tegic Growth Fd

1465. -I lnssman Stra teg ic Tota l Rot"

1466. -Hussman St ra tegic Total Ret

1467. - I shares S/P GSCI Commodi ty- lnd

1468. -BNY Me l lon Lg Cap Stock Fund C I M

1469. -BNY Mel lon Lg C ap Stock Fund CI M




1473. -BNY Mel lon Lg Cap Stock Fund CI M


14 75 . -B N Y M e l l o n Lg C a p S t o c k Fu n d C I M


14 77 . -B N Y M e l l o n M i d C a p S t o c k Fu n d C I M

1478.-BNY M el lon Nat’ l Inter Muni Bo nd Fd CI

M

1479. -BNY Mel lon Nat l S/T Muni Bon d Fd

I

B uy

I 1 2 1 3 1 1 1 0add’l )

So ld i 0 9 , " 2 2 1 1 0

(par t )i

So ld 109/21/10( p a a ) ;

B uy 11/22/10

( ad d ’ l ) ~

S o l d 109/23/10(P~ )

B uy

[ 02/01/10

(add’l )

B uy

! 03/01110

( ad d ’ l )

Bu y

1 0 4 1 0 1 1 1 0add’l)

B uy 05,’03/10

(add’l )

B uy 06/01/10

(add’l )

B uy 07/01/10

(add’l )

B uy 08/02/10

(add’l )

[

B uy 09/01/10,(add’l)

Sold 09/21/I 0

So ld 0 9 / 2 1 / I 0

(par t ) ’

S o l d 09/21/10

(par t )

So ld 09121/10

(par t )




Page 9 1 o f 103 Ia m e o f P e ~ o a R e p o r t in g



0 7 . ’ 1 2 J 2 0 1 1

V I I . I N V E S T M E N T S a n d T R U S T S - i .... e , m l u e , t r a n s a c t i o ~ s ~ l n c lu d e ~ ’ h o x e o f s P o u s " a n d d e p e n d c n l c h i l d r ~ n : $ e e p l x 34o60 Of f i l in g in ~tru c~ion ~.)

NONE (No repor tab le incom e , a sse t s , or transa c t ions .)A. B. C. D.

D~s~’ription of Assets I n co m e d un ng G ro s s va lue a t e n d Tr ansac t i ons dur t ng r epor t i ng per i od

{i~l~ing l~st a~) ~ng ~i~ of r~ing ~

(I) (2 ) (I) (2) (11 (21 (3) 14)

Place "(X)" a~er ~ch ~I A~t Ty~ (e.g., Val ue Va~ " T~ (e.g., ~te V a l u e Ga~ I~li~ of

exempt from prior di~lo~re C~ I ~v., rent, C~ 2 Me~ ~y, sell, m~ C~ 2 C~e I ~/seller

(A-t0 or int.~ (J-P) C~ 3 ~empt~n) ( J-P) ( A - H ) ( i f pr i vat e

(~W) ~ransacdon)

14 8 0. -B N Y M e l l o n S m a l l C a p S t k Fd C I M

1481.-BNY Mel lon Tax-Sensi t ive Large CapMul t i -St ra tegy Fund CI M

1 4 8 2 . -BNY Mel lon Tax-Sensi t ive Large CapMul t i -St ra tegy Fund CI M

1483.-Firs t Hor izon Nat’ l Corp

1 4 8 4 . - J u n i p e r Networks lne

1485. Trust # 18 (No Benef Interest)

1 486 .- B NY Mel l o n M M F un d

1487. - -BNY Mel lon Emerging Mkts Fd CI M

1488.-BNY Mel lon In t ’ l Fund CI M (X)

1489. -BNY M el lon Int ’ l Fund CI M

14 9 0 . -B N Y M e l l o n Lg e C a p S t k Fd

1491. -BNIY Mel lon M id Cap Stk Fd CI M

14 9 2 . -B N Y M e l l o n M i d C a p S t k Fd C I M

1493. -BNY Mel lon Nt l Inter Muni Bd Fd CI M

1494.-BNY Mel lon Nt l Inter Muni Bd Fd CI M

14 9 5 . - B N Y M e l l o n N i l S / T M u n i B d Fd

1496. -BNY Mel lon Nt l SH" Muni Bd Fd

N o n e

So ld

B uy

B uy(add’l )

So ld

S~ld

M o n M k t I n v

S o !d

S o l d

So ld

S o l d(par t )

So ld

S o l d( l ~ a r t )

So ld

S o l d

(pat"0

Sold

i 09/21/10

t9t21/10

12/22/10

10/06/10

1 0 1 0 6 / 1 0

10/06/10,

1 0 / 0 6 / 1 0

1 2 / 1 5 / 1 0

1 0 / 0 6 1 1 0 ’

i2/15110

See Sec t ion VII I #3


See Sect ion Vll l #1




Page 9 2 o f 103

N a m e o f P e r s o n R e p o r t t a g


D a t e o f Report

0711~2011


D e s c v i p t i t m o f A ~ s e t s Income during

tiacluding trust a s s e t s ) reporting p ~ i o d

(I)

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

exempt from p rior di~losure Code I . d i v . ,( A - ] I ) o r i n l . )

G r o s s value at end

o f r ~ p o r t i n g p e r i o d

O) (2)

V a l u e Value

Code 2 M e t h o d

( J - P ) Code 3

( Q - W ~

Transactions during reporting r~riod

(I) (2) O) (4)

( e . g . . D a t e V alue Gain

s e l l . m m / d f f ’ y y C o d e 2 C o d e Ir o d e m p t i o n ) ( J - P ) (A-II)

I d e n t i ty o f

buFf’sel ler( i f p r i v a l e

t r ; u L s a c t i o n )



14 9 9 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d - M

15 00. - B N Y M e l l o n S m a l l / M i d C a p Fu n d - M

15 01. - B N Y M e l l o n S m a l l / M i d C a p Fu n d - M

1502. -BNY Mel lon Tax-Sensi t ive Large Cap -M

1503. -BN¥ Mel lon Tax-Sensi t ive Large Cap -M

1 5 0 4 .- I sha r es S &P G S C I C o mm o d i t y- l n d exedTrust

1 5 0 5 .- I sha r es S &P G S C I C o mm o d i t y- I n d exedTrust

1506. -Dreyfus Diversified Int’l-I

[1507.-Dreyfus Dive rsif ied In t’l- I

1508. -Dreyfus Inf la t ion A djusted Secs Fd

1509.-Dreyfus Inf lat ion A djusted Secs Fd

1510.-Dreyfus Select Man agers S /C VI-I

151 I . -Dreyfus Selec t Manag ers S/C VI- I

1512. -Rydex Managed Futures St ra tegy Fund

1513. -Rydex Managed Futures St ra tegy Fund

So ld 1 0 / 0 6 / 1 0 1(par t )

So ld 12115/10

B uy 10/06/10

B uy 1 2 1 1 4 / 1 0

(add’l )

So ld 12/21/I0

B uy 10/06/10

S o l d 12/15/10

B uy 11/27/09

So ld 12/17/10

B uy 10/06/10

So ld 12/I 5/I 0

Bu y 1 0 1 0 6 1 1 0

So ld ’ 12/15/10

B uy 1 0 1 0 6 / 1 0

So ld 12/15/|0

B uy 1 0 1 0 6 1 1 0

S o l d 12/15/10

See Section VIII #3

E =$15,o01 - $SO.OOU




of 103 Standish, WilliamL

D at e of Re~ t

07/12/2011

NONE (No repo r t ab l e i ncome , a s se t s , o r t r an sac t i ons .)

of report ing p~od

~1) ( 2 )

V a l u e Value

Code 2 M ~ h ~

( J - P ) C~ 3

T y p e ( e . g . .

b u y . sel l .


T r a n s a c t i o n s duxing r ~ p o r t i n g 1 o c r i o d

(2) (3) (4‘) (5 1

D a t e V alue G ain I d e n t i l y o f

mm/dd/yy Code 2 Code I buy~’Isellcr

( $ - P l (A-H) ( i f p r i v a t e

tran~ction)

1514. Trust #19 (No Bencf Interest)

1515. -BNY Mel lon M M Fund CI M

15 16. -B N Y M e l l o n E m e r g i n g M k t s Fd C I M

1517. -BNY Mel lon Int ’ l Fund CI M

1518. -BNY Me l lon Lg Cap Stock Fund CI M

I 519. -BNY M e l l o n M i d C ap Stock Fund CI M

1520. -BNY Mel lon Nai l Inter Muni Bd Fd CI M

15 2 1 . - B N ¥ M e l l o n N a l l S i T M u n i B d Fd

i 5 2 2 . -B N Y M e l l o n S m a l l C a p S t o c k Fd C I M



!5 2 5 . -B N V M e l l o n U S C o r e

1526. -BN¥ Mel lon Tax-Sensi t ive Large Cap-M

1527. -BNY Mel lon Tax-Sensi t ive Large Cap-M

1528. -Dreyfus!Newton Int’l Equity-I

1529. -Dreyftt~Newton Int’l Equity-I

1530.-Dreyfus Select Managers S /C Value Fund

M o n M k ~ I n v

S o l d

( p a r t }

S o l d( p a r t )

S o l d

Sold(part)

B uy

(add’l )

10/06/10

10/06/10

10/06/10

1 2 1 1 0 / 1 0

10/06/10

I0/06/1~

12/14/10

12/22/I 0

10/06/I 0

1 0 / 0 6 1 1 0

Sold(part)

B uy

B uy

(~dd’l)

C l o sed

B uy

B uy

(add’I )

B uy

B uy

(add’l)

Buy


See Section VIll #8

Ii

E =$15.O01 - $.’~.i~dO




o f 103

Name of Per*on Rrport lag

S l a n d l s h , W i l li a m L .


{ } 7 / 1 2 / 2 0 1 1

VII. IN VESTMENTS and TRUSTS -


A. B. C. D .

D e s c r i p t i o n o f A s s c ~ s I n c o m ~ d u r i n g Gross value at end Transacduns during reporting pe~od

(including ~tsl s ~ c ~ s ) reporling po’iod o f r ~ a o ~ l i n g I : ~ i o d

( I ) ( 2 ) O) (2) ( 1 ) ( 2 ) ( 3 ) ( 4 ) (5}

Place "{X)" afle~ e~ch assetm o u r n TyI~ (e.g.,a l u e V ~ l u ~ T y p e ( g . , D ’ s ~ e V a l u e G a i n I d c m i t y o f

e x e m p ~ f r o m p r i o r d i s c l o s t ~ e C o d e I div., rent,o d e 2 M e ~ h ~ l buy, sell,m / d d / y y C o d e 2 C o d e I buye~/sell~r

(A-H) o r i n t . } ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) (A-H) (ifprivale

(Q-W) t r a n s a c t i o n )

1 5 3 1 . -D r ey fus S e l ec t M an ag er s S I C V al ue

1532.-Ishar~s S&P GSCI Commodi ty-lnd

1533. -Advantage Global Alpha-[

15 3 4 . -A d v a n t a g e G l o b a l A l p h a -I

1535.-Del l Inc


1537. -Rydex Managed Futures St ra tegy Fd-Y



1540. -Trust #20 (No Benef Interest)

15 4 1 . -B N Y M e l l o n M M Fu n d C L M

1542. -BNY Mel lon Bond Fund-CI M

15 4 3 . -B N Y M e l l o n E m e r g i n g M k l s Fd C I M

1544.-BNY Mel lon Focused Equiq~ Opp-M

1545. -BNY Mel lon Focused Equi ly Opp-M

154b. -BNY Mel lon Intermediate Bond Fd

1547. -BNY Mel lon Intermediate Bond Fd

~one N

Buy

(add’l)

Buy

Buy(add’l)

Closed

So ld

B u y

B u y

Buy(add’l)

T

Mo n M k t l n v

Buy

B u y(add’l)

B u y

S o l d

Buy(add’l)

Sold( p a r t )

1 2 / 3 1 1 1 0

10/07/I 0

12/22/10

11/24/09

10/06/10

10/06/10

12/31/10

12/31/10

1 2 / 3 1 1 1 0

04/28/10

12/31/10

04/28t l0

12!31/10

See Section VIII #13

See Section VIII #3

C See Sec t io n Vl l l #1

I. Inc~wnc Ga in (’odes: A = $ 1 , 0 00 m l e s s [3 =$1 .~1 - $2.5~ C ~$2~1 - $5,~ D = ~ 5 ,~ 1 - $ 1

~¢ Uoluln~ B I md ~) F =$50,~ I - $1~.~ G "$ I~.~1 - $ I.~,~ H I "$ I.~,@l - ~,~ H 2 = M o r e ~ an




o f 103

N ~ m e o f Person Rei~ing


D ~ ( e o r R e p o r t

~7:12r2o11


A. B. C. D.

D~.~criplion of A ssets I n co m e d urin g G to ~ v a l tm at t ro d Tranaactinns during t~ing ~

(including ~ a~ts) ~ning ~ of~po~ ~6~

(t) (2) (1~ (2) (I) {2) (3) (4) (5 )

Pla~ "(X)" afl~ ~¢h as~t A~t T~ (e.g., VaI~ V~e T~ (e.g., D ate V a l u e G ain Id~tity of

exempt [~m ~tor dimlo~re ~e I di v . , r en t , C~e 2 Met~ ~, sell, m~’~t~ C~e 2 C~e I ~er.’sell~

( A - H ) ~ ~t.) (J-P~ C~ 3 r~mption) ( J-P) ( A-H) ( i f pr i vat e

( Q - W ) t onsac t i on)

1548.-BNY Mel lon int ’ l Fund CI M

1549. -BNY Mel lon Lg C ap Stock Fund C] M


15 5 1 . -B N Y M e l l o n M i d C a p S t o c k Fd C I M

1552.-BNY Mel lon Muni Oppor t -M

1553. -BNY Mel lon Nat l Inter Bond Fd

1554. -BNY Mel lon Nat l S/T Muni Bon d ibd

1555. -BNY Mel lon Nat l S/q" Muni Bond Fd

1 556 . -BNY Mel lon Smal l Cap Stock Fd CI M

15 5 7 . - B N Y M e l l o n S m a l l / M i d C a p Fu n d - M

1558. -BNY Melton S~ US Gvt Sees Fd CI-M

t ~ 1 5 5 9 . -BNY Mel lon Tax-Sensi t ive Large Cap

M ult i-Strategy Fund

1560. -BNY Mel lon US Core Equi ty l30/30 Fd

1561. -BNY Mel lon US Core Equi ty l30/30 Fd

1562. -Dreyfus Divers i f ied Inf l Fund

1563. -Dreyfus Diversified Int’l Fund

1564.-Dreyfus Inf lat ion Adjusted Sees Fund r

S o l d

B uy

(add’l )

S o l d

S o l d(part)

B uy

So ld(par t )

S o l d(par t )

So ld(par0

S o l d

B uy

B uy

B uy

So ld(part)

S o l d

B uy

S o l d(par t )

B uy

04/28/10

04/28/I 0

1 z r 3 1 / 1 0

12/31/10

1 2 / 3 1 1 1 0

04/28/I 0

12/31/10

1 2 / 3 1 1 1 0

1 2 / 3 1 ~ 1 0

12/31/101

12/31/10{

04/2g/ I0

12/31/10

04/28/10

1 2 / 3 1 1 1 0

12/31/10

t I n c o m e G a . n C o d e s ; A ~ $ 1 . 0 1 ~ o r I ~ s B-$].001 - $2.500 C ~$2.501 -$5.~ D -15.~1 -




Page 9 6 o f 103

Name of Person Reporting[

Date of Reperl

S t a n d i s h , W i l li a m L .

I

07/12/2011


A. B. C. D.

D e s c r i p t io n o f A s s e t s Income during Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(including mast assetsl r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

(1) (2) (I) (2) (1 ) {2) (3) (4) (5 )

P l a c e " ( X ) " a f te r e a c h a s s e t A m o u n t T y p e ( g ., Value Value T y p e { g . , D a t e Value Gain I d e n t i ty o f

e x e m p t f r o m p r i o r d is c l o s u r e Code I ! d i v . , r e n t , Code 2 M e t h o d buy, sell, mrrfdd/yy Code 2 Code I buyer/seller

( A - H ) o r i n t . ) U - P ) Code 3 r e d e m p t io n ) ( J - P ) ( A - H ) ( i f p r i v a t e


1565.-Dreyfus Opportunist ic Small Cap Fund

1 5 ~ ) 6 . -Dreyfus Select Mgrs Small Cap GrovahFund

1567. -Dreyfus Select Mgrs Sm all Cap Va lue Fund

1568. -Apache Corp

1569. -Asg Globa l Alternat ives Fund-Y

1570. -Cit igroup Inc

157 I. -Ishares S&P GSCI Co mm odity-lad

1572. -Ishares S&P G SCI Com .modity-lnd

1573. -Research in Motion

1574. -Rydex Man aged Futures Strategy Fd-Y

1575.-Texas InstrumentS

1576. -Wal Mart Stores Inc

1577. -Trust #21 {No Benef Interest)

1578.-BNY Mel lon MM Fund CI M

1579. -BNY Me l lon Income Stk Fd CI M

1580. -BNY Mellon Lg Cap Stock Fund CI M

1581.-BNY Mellon M id Cap Stock Fund CI M

None N

Buy

Buy

B u y

Sold

B u y

Sold

Sold(part)

Sold

Sold

B u y

Closed

Sold

T

Mort Mkt lay

Sold

12/31/10

12!31/10

1 2 / 3 I/ I 0

08/I 8/09

12/31/10

11/25/08

01/04/10

04/30/10

I 0 / 0 6 f 0 8

12/3! /10

06/15/09

05/01/08

See Sect ion V l l l #3

See Sect ion V I i l

See Sect ion V l l l #3

See Section VIII #8

See Section VIII #3

B See Sect ion V i l l # l

See Sec t io n VII I a3




o f 103 Standish, William L.

Date of R e p o r t

07/IZ’2011

NONE (No reportable income, c~sets, or transactions.)

A. B. C D.

Description of Assets Income dut’~ng Gross value at end Transactions d uring reporhng p eriod

( inc lud lng t rus t a s se ls ) re-po~ing period of r epor t i ng per i o~

( I ) (2) (I I (2 ) (I) (2 ) {3) ~41 (5 1

Place "{XP after each ~set Amount Type (e.g~ Value Va lue Type (e g.. Date Valu~ Ga in ldemffy of

exempt from prior disclosure Code I div., renL Code 2 Methy l Ix,y, sell, m m /ddly y C ode 2 [.’ode I buycr.’scller

(A-ill or inL) (.I-P ) {.’ode 3 r~dempf ionl (J-PI (A-Ill (if private

(Q-W) t ra r~ acU o~ )

1 5 8 2 . -BNY Mellon Nail Inter Mtmi Bond Fd CIM

1583. -BNY Mellon Nail S/T Muni Bon d Fd

1584. -BNY Mellon Sm all Cap Stock Fund Cl M

1 5 8 5 . - D r e y f u s D i v e r s i fi e d I n ! l - I

1586. -Hussman Strategic Grow th Fund

1587. -Hussman Strategic Total Ret Fund

1588.-Ishares S&P GSCI Com mod i~ Ind


1590. -Blackrock PA Muni Inst . Shares # 40

1591.-AT&T Inc

1 5 9 2 . -B H P Bil l~ton Ltd

1593. -Barrick Go ld Cotp

1 5 9 4 . -B u r l i n g to n N S a n t a F e C o r p

Bu y

(add’l)

T

M e n M k t I n v

S o l d

11/22/10

’02/16/10

N S e e S e c t i o n VIII # 1

1595. -Chevron Co~

1596. -Chubb Corp

1597. -Diageo PLC

1598. -Emerson E lectric Co

Bu y

Bu y

03/12110

10/13/10

(See Column., B I and D 4 1

2. Value (’odes

b~c Column~ C! and

I.~c t’alumn

D ~ $ 5 , 0 0 1 - E - $15.BO I - $50.IX~O




Page 9 8 o f 103

N a m e o f P e r s o u R e p o r t i n g


Dale of R:port

0 7 1 1 2 / 2 0 1 1

V II. IN V ESTMENTS and TRUSTS - I ....... tu , . tt .....ionl (lndudes thoat of~p ...... d d ~ ’ p e n d e n t c h i l d , e , ; a t e p ~ . . 1 4- 6 0 o f f d in g i n a t r ~ c t l o n ~ )

NONE (No repor tab le incom e , a sse t s , or transa c t ions .)A. B. C. D .

D e ~ c r i p l i o n o f A s s e t s Income during Gross value at end Transaclions during reporting pedod

( i n c l u d i n g t r u s t a x s e t s ) r e p o r t i n g p e r i o d o r r e p o r t i n g p e r i o d

11 ) (2 ) (I) (2) Ill (2) (3)

P l a c e " I X l " a l t e r e a c h a s s e t A m o u n t T y p ~ ( e .g . , Value Value T y p e ( e . g . . D a t e V al u e Gain I d e n t i t y o f

exempt fi’om ~ior disclosure Code I d i v . , r e n t , ~ ’ o ~ 2 M e ~ h o d I : m y , s e l l , m m . t d d / y y Code 2

( A - H ) o r i n t . | ( J - P ) Code 3 redem~ionl I J-P) (A-H) ( i f p r i v a t e

[Q-w) t r a n s a c t i o n )

1 5 9 9 . -Hewlett Packard

1600. -Medco Il l th Solut ions Inc

1601. -Me rck & Co

1602. -National Grid PLC

1603.-Nike Inc

1604. -Pepsico Inc

1605. -Procter & Gam ble Co

1606. -JM Smucker Co/The New Corn W /I

1607. -Stericycle Inc

1608.-3M Company

1609.-Unilever NV New York Shares

1610 . -Vangua rd Em erg ing Mkt s

161 I.-Trust #23 (No Benef Int©rest)

1612. -Blackrock PA MM Inst Shares # 40

1613. -AT&T

1614.-Barrick Gold C orp

1615. -Burlington N Santa Fe C orp

None 0

Sold( p a r t )

B uy

Bu y

Sold(part)

Bu y

Bu y

Bu y

M o n M k t ln v

S o l d

10/13/I0

10i13/10

03/12/10

10/I 3/I 0

06/30!09

03/12/10

1 0 1 1 3 1 1 0

02116/10

M

S e e S e c t i o n V l l i

See Sect ion VIII #I




Page 9 9 o f 103 INsmef P e r s o l a R e p o r t i n g

[Dnl l e of Repor t

S t a n d i s h , W i l l ia m L .

]

0 7 1 1 ~ 2 0 1 1


A. B. C. D.

D e s c r ip t k m o f A s s e t s In co m e d urin g G ro ss va lue at e n d Tr ansac t i ons dur i ng r epor t i ng per i od

(including to.~ ~s~s) repo r t ing pe r iod of r epoa ing pe r iod

(I) {2) (I) (2) (I) ¢Z) (3) (4) (5 )

PTac¢ "IX)" a [~ er each axs¢~ A m o u n t T)~(e.g.. V a lue V a lue Typs ( e . g . , Da te Val ue G ain I dent i t y of

e x e m p t f r o m p t ’ io r d i s c lo s u r e C o d e 1 di v . , r en t , C ode 7, M e t h o d I~y, sell , m m . ’ d d : y y C o d e 2 C o d e I b~yerisellet

(A-t l ) or i n t . ) O-P) C o d e 3 ~-d e m p fio n ) (J-P ) {A-HI ( i f pr i vat e

[ Q - W ) t ransac t ion )

1616.-Chevron Corp

1617. -Chubb Corp

1618.-Cincinnat i Fin Group

t619. -Dominion Res Inc VA

1620. -Emerson Electric Co

1621. -Freeport McMo ran Copper & G old

1622.-Hewlet t-Packard C o

1623. -Intel Corp

1624,-Med co t i l th Solut ions Inc

1625.-Merck & Co Inc

1626. -Nik¢ lnc

1627. -Pepsico In

1628.-Praxair In c

I 629. -Procter & Gam ble Co

1630. -JM Smucker Co/The new Corn W /I

1 6 3 1 . - 3 M C o

1 6 3 2 . -Cenlervi l l e Ostervi l l e & Mars lo Muni

3.250-2015

Bu y 03/17/10

Buy

Bu y

Buy

03/I 7/10

0 2 / 0 3 / 6 9

0 3 t 1 7 / I 0

See Sect ion VIl l #3




o f 103

/’ ~ , m o f P e r s o n R e p e r t i n l

S t a n d i s h , W l | l lt m L .

Date of R e p o r t

07/12/2011

V I ! . INVESTMENTS and TRUSTS

N O N E (No reportab le income , asse t s , or tran sact ions. )

A. B. C. D.

Descrip tion of Aa~,et~ in co m e d urin g G ro s s va lue a t e nd Transact ions duf in8

repo r t ing p~ r iod

(including ~i~.tst ar, setl) n tpo r t ing pe r iod of r’~poning

(D (2) (~) (2) (D (2) (3) (4) (5 ~

Pl ~t c e " ( ’X) " a~er ~c h asse t A m oun t T yp e (e .g ~ Val ue V a lt~ T yp e ( e .g ., D a te V a lue G ain I dent i t y of

e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I ( dJv . . r ea l , C o d e 2 Metlr iod buy, sell, m m / d d / y y C o d e 2 C o d e I buyer/seller

f A - H ) o¢ in t . ) (J-P} C o d e 3 r v d e m p t i o n ) (J-P) (A -H) (if rn a va te

( Q - W } ~ransaction)

[ 1633. -Seekonk M ass 3 .625-2018

1634. -United Technologies Corp .


i 1636. -Blackrock PA M uni MM las t Shares # 40

1637. -AT&T

i1638.-Barr ick Gold Corp

1639. -Bur ling ton N Santa Fe Corp

1640. -Chevrun Corp

1641. -Chubb Corp

1642. -Conagra Foods Ine

1643. -Emerson E lectr ic Co

1644..l-i’ewlett-Packard Co

1645.-Medco Hl th Solut ions Inc

1646.-Merck & Co

1647. -Nike lnc

1648. -Pepsico

1649. -Procte r & Gam ble Co

N o n e

Buy

T

Mort Mkt lay

Sold

Buy

Buy

03/17/10

02/16/10

03/09/

03/09i l0

M

I

E See Sect ion Vll l #1




of 103


Standhh, W il l iam L.

Date of Reporl

~ 7 . q 2 / 2 0 1 1


N O N E (No reportab le income, asse t s , or tran sac t ions. )A. B. C. D .

D e s c r i p t io n o f A s s e t s Income during Gross value at end Transactions during reponmg period

( i n c l u d i n g t r t ts ! a s s e t ~ } r e p o r t i n g p e r i o d o f r e p o r t i n g p ~ r i o d

~I) (21 (I) (21 (I) [2) 131 (4) 1 5 1

P l a c e " ( X ) " a R e r e a c h a s s e l A m o u n t T y p e ( e . g . , Value Value T y p e (e .g. , D a ~ e V alue G ain I d e n t i t y o f

e x c m p ~ f ro m l n ’i o r d i s c lo s u r e Code I d i v . , r e n t , C o d e 2 Melhod b u y . s¢ | l . ~ m / d d , t . ~ 7 C o~ e 2 (’ode I b u y e r / s e | ] e r

(A-H) o r i n t . } ( J - P ) C o d e 3 r ~ d c m p f io n ) ( J - P ) ( A - H ~ I ( i f p r i v a t e


1650. -JM Sm ucker Co/The New Corn W!l

1651.-3M Co

1 6 5 2 .- V an g uar d Eme r g i n g Mk t s

1 6 5 3 .

1 6 5 4 .

1655.

1 6 5 6 .

Bu y 0 3 / 0 9 q 0

I Income Gain Cod¢ .~: A ~$1.000 or less B = $1.001 - $2,500 C ~ $ 2..~01 . $ 5,0~)

2 Vah~ c ( ’~ ¢s ] =$15.~1 or less K -$1 ~ . ~ 1 - $5 0 . ~ L =$~0,~1 - $1~.~

$ V~lu¢ Med~ C~ Q-,~tei~l R -Cos t (R ~ l




o f 103



I ~ t e o f R e p o r l

07/12!2011

VIII. ADDITIONAL INFORMATION OR EX PLANATIONS. a~d ~o ~ ttp ,,o.~ ,,po ,~J

( I ) Informat ion i in the t ransac t ionl omi t ted f rom Co lumn (D)3 in a ccordance wi th the Com mit tee’s l e t t ers of Febrnary I , 1990 and Nov ember 5, 2003 .

~ 2 ) On 1/27i2003 Phi l l ip Morr i s Cos. Inc . name was changed to AlU’ia . Subsequent ly . on 3t31/2008, Phi l l ip Morr i s Internat ional was received f rom a spin-offof

AItria.

(3 ) The buy/sale date of th i s s tock was inadve r tent ly missed on p r ior repor t s .

(4 ) The mamriq t date of th i s bond was inadver tent ly missed on pr ior repor t s .

(5 ) This s tock was marked so ld on 12/22/2006 in the 2006 Financ ial Sta tement . I t was then inadwrtent ly mark ed as a buy on 2/12/2007.

(6 ) This s t~k was inadverten t ly ma rked as a p ar t ial sale when i t was a ful l sale.

[7 ) The nam e change per ta ining to th i s s tock was inadver tent ly missed.

(8) This s tock was l i s ted on the 2008 Financ ial Sta tement a s a buy. This s tock was not p urchased in th i s Trust .

(9 ) The 2007 Financ ial Sta tement cor rec t ly shows the merger of Phelps Dod ge wi th Freepor t McMo ran Copp er & Gold lnc . on 3/13/07. The Freepor t

McM oran s tock was subsequent ly sold on 12./01/08. The Phelps Dodg e s tock should have been rem oved f rom the Financ ial Sta temen t a t the time of

the merger wi th Freepor t McM oran.

(10) This s tock was inadver tent ly marke d as a ful i sa le on the 2009 Financ ial Sta temen t when i t was a par t ia l sa le .

( I I ) This s tock was spe l led incorrec t ly when i t was marke d on the 2008 Financ ial Sta tem ent as , purchase. This i s ac tual ly Nokia. Nokia was sub.~-’quent ly

sold on 7/21 ~9 and th i s Nokal Corp s tock should jus t be removed f rom the Financ ial Sta teme nt .

( i2 ) Inadver tent ly , on the 2008 Financ ial Sta tement China Mobi le Hong Kong Lid was marked as a ful l sa le on 8/15/08 when i t was a par t ia l sa le . Also, therew a s a n a m e c h a n g e o n 5 / 1 / 2 006 fr o m C h i n a M o b i l e Ho n g K o n g Li d t o C h i n a M o b i l e L t d t h a t w a s m i s s e d .

(13) This was marked as a ful l sa le on the 2008 Financ ial Sta temen t and should have been rem oved f rom the 2009 Finan c ial Sta temen t .



FINANCIAL

of 103

;LOSURE REPORT Name of Per son Re l~r tlng


Dace of R e p o r ~

07/I 2 /2011

IX. CERTIFICATION.

I ce r t i fy th a t a l l in fo rma t io n g iv e n a b o v e ( i n c lu d in g in fo rma t io n p e r t a in in g to m y sp o u se a n d m in o r o r d e p e n d e n t ch i ld re n , i f a n y ) isa ccu ra t e , t ru e , a n d co m p le t e t o th e b e s t o f my k n o wle d g e a n d b e l i e f , a n d th a t a n y in fo rma t io n n o t r e p o r t e d wa s wi th h e ld b e ca u se i t me t a p p l ica b le s t a tu to ry .p ro v i s io n s p ~ rm i t l in g n o n -d i sc lo su re .

! fu r the r ce r t i fy th a t e a rn e d In co me f ro m o u ~ id e e m p lo y me n t a n d h o n o ra r i a a n d th e a cce p ta n ce o f g i f t s wh ich h a v e b e e n re p o r t e d a re i nc o mp l i an c e w i t h t he p r o v i s i o n s o f 5 U . S . C . ap p . § 5 0 1 e t . s eq . , 5 U . S . C . § 7 3 5 3 , an d J ud i c i a l C o n f e r en c e r eg ul a t i o n s .

si

N O T E : A N Y I N D I V ID U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F IE S O R F A I L S T O F I L E T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LAN D CR IM IN AL SAN CT IO N S (5 U . S . C. a p p . § 104 )

C o m m i t t e e o n F i n a n c i a l D i s c l o s u r e

A d m i n i s tr a t i v e O f fi c e o f t h e U n i t e d S t a t e s C o u r t s

Suite 2-301

william l standish financial disclosure report for 2010

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