-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, WnEJc7Ilw8f1GBZbwQRlnhL2djDEj8KthD1KRj9JsQ6B7VJMBUV6YCm5zam9gRha M2FynjKjazlimnygEcfT+A== 0000945231-10-000003.txt : 20100816 0000945231-10-000003.hdr.sgml : 20100816 20100816140837 ACCESSION NUMBER: 0000945231-10-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100816 DATE AS OF CHANGE: 20100816 EFFECTIVENESS DATE: 20100816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WHITNEY THOMAS H P JR CENTRAL INDEX KEY: 0000945231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04918 FILM NUMBER: 101018761 MAIL ADDRESS: STREET 1: C/O CHOATE HALL & STEWART STREET 2: TWO INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 thw.txt UNITED STATES SECRITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2010 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Thomas H.P.Whitney Address: Two International Place Boston, MA 02110 13F File Number: 28-4918 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Thomas H.P.Whitney Title: Trustee Phone: 800-520-2427 Signature, Place, and Date of Signing: Thomas H.P.Whitney Boston, Massachusetts June 30, 2010 Report Type (Check only one.): [ ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [X] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: State street Bank Corp 28-00399 Fleet Boston Financial Corp 28-00452 Welch & Forbes 28-03907 John M. Cornish 28-5362 William A. Lowell 28-6476 F. Davis Dassori Jr. 28-2710 Choate Investment Advisors 28-12523 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 3 Form 13F Information Table Entry Total: 120 Form 13F Information Table Value Total: $ 27,637 List of Other Included Managers: No. 13F File Number Name 04 28-5362 John M. Cornish 02 28-2710 F. Davis Dassori 03 28-6476 William A.Lowell Choate Default Bank SECURITIES AND EXCHANGE COMMISSION FORM 13-F 8/9/2010 MANAGER Thomas H.P. Whitney, Jr. AS OF 6/30/2010 - - - - - - - - - COL1 - - - - - - - - - - COL2 - - - - COL3 - - - COL4 - - - COL5 - - COL6 - - - - COL7 - - - - - - - COL8 - - - - - MARKET INVESTMENT VOTING AUTHORITY VALUE AMOUNT DISCRETION OTHR SOLE SHARED NONE NAME OF THE ISSUER TITLE OF CLASS CUSIP (X$1000) (SHS) MGRS (A) (B) (C) AFLAC Inc Common Stock 001055102 154 3600 SH SOLE 3600 AFLAC Inc Common Stock 001055102 69 1615 SH OTHER 1615 AFLAC Inc Common Stock 001055102 65 1525 SH OTHER 02,03,04 1525 Automatic Data Processing Common Stock 053015103 117 2900 SH SOLE 2900 Automatic Data Processing Common Stock 053015103 213 5282 SH OTHER 5282 Automatic Data Processing Common Stock 053015103 205 5090 SH OTHER 02,03,04 5090 Bank of America Corp Common Stock 060505104 90 6236 SH SOLE 6236 Bank of America Corp Common Stock 060505104 36 2502 SH OTHER 2502 Bank of America Corp Common Stock 060505104 40 2749 SH OTHER 02,03,04 2749 Berkshire Hathaway Inc Del Cl A Common Stock 084670108 240 2 SH OTHER 02,03,04 2 Berkshire Hathaway Inc Del Common Stock 084670702 100 1250 SH SOLE 1250 Berkshire Hathaway Inc Del Common Stock 084670702 353 4431 SH OTHER 4431 Berkshire Hathaway Inc Del Common Stock 084670702 171 2150 SH OTHER 02,03,04 2150 Chevron Corporation Common Stock 166764100 156 2300 SH SOLE 2300 Chevron Corporation Common Stock 166764100 143 2106 SH OTHER 2106 Chevron Corporation Common Stock 166764100 37 550 SH OTHER 02,03,04 550 Cisco Sys Inc Common Stock 17275R102 265 12416 SH SOLE 12416 Cisco Sys Inc Common Stock 17275R102 148 6950 SH OTHER 6950 Cisco Sys Inc Common Stock 17275R102 95 4450 SH OTHER 02,03,04 4450 Coca Cola Co Common Stock 191216100 201 4001 SH SOLE 4001 Coca Cola Co Common Stock 191216100 51 1008 SH OTHER 1008 Coca Cola Co Common Stock 191216100 30 608 SH OTHER 02,03,04 608 Cognizant Technology Solutions Cl A Common Stock 192446102 22 433 SH SOLE 433 Cognizant Technology Solutions Cl A Common Stock 192446102 365 7290 SH OTHER 7290 Cognizant Technology Solutions Cl A Common Stock 192446102 150 3000 SH OTHER 02,03,04 3000 Colgate Palmolive Co Common Stock 194162103 315 4000 SH SOLE 4000 Cortek Spine Conv Ser C Preferred Stock 220513402 15 33146 SH OTHER 33146 Eaton Vance Corp com Non Vtg Common Stock 278265103 467 16919 SH OTHER 16919 Eaton Vance Corp com Non Vtg Common Stock 278265103 186 6724 SH OTHER 02,03,04 6724 Emerson Elec Co Common Stock 291011104 245 5600 SH SOLE 5600 Emerson Elec Co Common Stock 291011104 177 4050 SH OTHER 4050 Emerson Elec Co Common Stock 291011104 194 4450 SH OTHER 02,03,04 4450 Exxon Mobil Corp Common Stock 30231G102 342 5991 SH SOLE 5991 Exxon Mobil Corp Common Stock 30231G102 1388 24327 SH OTHER 24327 Exxon Mobil Corp Common Stock 30231G102 107 1875 SH OTHER 02,03,04 1875 General Elec Co Common Stock 369604103 196 13568 SH SOLE 13568 General Elec Co Common Stock 369604103 1205 83533 SH OTHER 83533 General Elec Co Common Stock 369604103 112 7740 SH OTHER 02,03,04 7740 General Mills Inc Common Stock 370334104 237 6660 SH OTHER 6660 General Mills Inc Common Stock 370334104 85 2400 SH OTHER 02,03,04 2400 Intel Corp Common Stock 458140100 117 6000 SH SOLE 6000 Intel Corp Common Stock 458140100 72 3700 SH OTHER 3700 Intel Corp Common Stock 458140100 75 3871 SH OTHER 02,03,04 3871 International Business Machs Common Stock 459200101 35 286 SH SOLE 286 International Business Machs Common Stock 459200101 202 1639 SH OTHER 1639 International Business Machs Common Stock 459200101 5 40 SH OTHER 02,03,04 40 iShares Canada Exchange Traded 464286509 324 13040 SH SOLE 13040 iShares Canada Exchange Traded 464286509 399 16055 SH OTHER 16055 iShares Canada Exchange Traded 464286509 109 4365 SH OTHER 02,03,04 4365 iShares Germany Exchange Traded 464286806 105 5635 SH SOLE 5635 iShares Germany Exchange Traded 464286806 190 10170 SH OTHER 10170 iShares Germany Exchange Traded 464286806 14 750 SH OTHER 02,03,04 750 iShares S&P 500 Exchange Traded 464287200 584 5640 SH SOLE 5640 iShares S&P 500 Exchange Traded 464287200 868 8387 SH OTHER 8387 iShares S&P 500 Exchange Traded 464287200 103 1000 SH OTHER 02,03,04 1000 iShares MSCI EAFE Exchange Traded 464287465 56 1200 SH SOLE 1200 iShares MSCI EAFE Exchange Traded 464287465 257 5530 SH OTHER 5530 iShares MSCI EAFE Exchange Traded 464287465 40 850 SH OTHER 02,03,04 850 iShares S&P Small Cap 600 Exchange Traded 464287804 184 3391 SH SOLE 3391 iShares S&P Small Cap 600 Exchange Traded 464287804 584 10780 SH OTHER 10780 iShares S&P Small Cap 600 Exchange Traded 464287804 74 1365 SH OTHER 02,03,04 1365 Johnson & Johnson Common Stock 478160104 289 4890 SH SOLE 4890 Johnson & Johnson Common Stock 478160104 299 5059 SH OTHER 5059 Johnson & Johnson Common Stock 478160104 165 2794 SH OTHER 02,03,04 2794 McDonalds Corp Common Stock 580135101 231 3500 SH SOLE 3500 Medco Health Solutions Inc Common Stock 58405U102 36 651 SH SOLE 651 Medco Health Solutions Inc Common Stock 58405U102 375 6802 SH OTHER 6802 Medco Health Solutions Inc Common Stock 58405U102 11 206 SH OTHER 02,03,04 206 Merck & Co Inc New Com Common Stock 58933Y105 202 5766 SH SOLE 5766 Merck & Co Inc New Com Common Stock 58933Y105 810 23170 SH OTHER 23170 Merck & Co Inc New Com Common Stock 58933Y105 93 2650 SH OTHER 02,03,04 2650 Microsoft Corp Common Stock 594918104 67 2916 SH SOLE 2916 Microsoft Corp Common Stock 594918104 165 7150 SH OTHER 7150 Microsoft Corp Common Stock 594918104 84 3650 SH OTHER 02,03,04 3650 Morgan Stanley Frontier Mkts Alternative 61757P101 36 3160 SH SOLE 3160 Morgan Stanley Frontier Mkts Alternative 61757P101 294 26005 SH OTHER 26005 Morgan Stanley Frontier Mkts Alternative 61757P101 131 11565 SH OTHER 02,03,04 11565 Nucor Corp Common Stock 670346105 207 5400 SH SOLE 5400 Pepsico Inc Common Stock 713448108 197 3233 SH SOLE 3233 Pepsico Inc Common Stock 713448108 105 1725 SH OTHER 1725 Pepsico Inc Common Stock 713448108 81 1325 SH OTHER 02,03,04 1325 Pfizer Inc Common Stock 717081103 181 12703 SH SOLE 12703 Pfizer Inc Common Stock 717081103 63 4439 SH OTHER 4439 Pfizer Inc Common Stock 717081103 27 1906 SH OTHER 02,03,04 1906 Procter & Gamble Co Common Stock 742718109 116 1941 SH SOLE 1941 Procter & Gamble Co Common Stock 742718109 809 13480 SH OTHER 13480 Procter & Gamble Co Common Stock 742718109 240 4000 SH OTHER 02,03,04 4000 SPDR DJ Wilshire Intl Real Estate Alternative 78463X863 65 2073 SH SOLE 2073 SPDR DJ Wilshire Intl Real Estate Alternative 78463X863 244 7835 SH OTHER 7835 SPDR DJ Wilshire Intl Real Estate Alternative 78463X863 42 1350 SH OTHER 02,03,04 1350 SPDR Barclays Intl Treasury Bond Alternative 78464A516 580 10792 SH SOLE 10792 SPDR Barclays Intl Treasury Bond Alternative 78464A516 847 15755 SH OTHER 15755 SPDR Barclays Intl Treasury Bond Alternative 78464A516 132 2450 SH OTHER 02,03,04 2450 Spdr S&P Midcap 400 ETF Tr Exchange Traded 78467Y107 672 5200 SH SOLE 5200 Spdr S&P Midcap 400 ETF Tr Exchange Traded 78467Y107 949 7345 SH OTHER 7345 Spdr S&P Midcap 400 ETF Tr Exchange Traded 78467Y107 206 1595 SH OTHER 02,03,04 1595 TJX Cos Inc New Common Stock 872540109 187 4450 SH SOLE 4450 TJX Cos Inc New Common Stock 872540109 128 3050 SH OTHER 3050 TJX Cos Inc New Common Stock 872540109 88 2100 SH OTHER 02,03,04 2100 3 M Co Common Stock 88579Y101 291 3683 SH SOLE 3683 3 M Co Common Stock 88579Y101 84 1064 SH OTHER 1064 3 M Co Common Stock 88579Y101 91 1150 SH OTHER 02,03,04 1150 United Technologies Corp Common Stock 913017109 205 3152 SH SOLE 3152 United Technologies Corp Common Stock 913017109 99 1523 SH OTHER 1523 United Technologies Corp Common Stock 913017109 78 1198 SH OTHER 02,03,04 1198 Vanguard Europe Pacific Equities Exchange Traded 921943858 533 18215 SH SOLE 18215 Vanguard Europe Pacific Equities Exchange Traded 921943858 1510 51657 SH OTHER 51657 Vanguard Europe Pacific Equities Exchange Traded 921943858 327 11200 SH OTHER 02,03,04 11200 Vanguard FTSE All-World ExUSA Small Exchange Traded 922042718 230 3045 SH SOLE 3045 Vanguard FTSE All-World ExUSA Small Exchange Traded 922042718 339 4490 SH OTHER 4490 Vanguard FTSE All-World ExUSA Small Exchange Traded 922042718 23 300 SH OTHER 02,03,04 300 Vanguard Emerging Mkts Exchange Traded 922042858 156 4115 SH SOLE 4115 Vanguard Emerging Mkts Exchange Traded 922042858 283 7445 SH OTHER 7445 Vanguard Emerging Mkts Exchange Traded 922042858 78 2050 SH OTHER 02,03,04 2050 Walgreen Co Common Stock 931422109 107 4000 SH SOLE 4000 Walgreen Co Common Stock 931422109 156 5850 SH OTHER 5850 Walgreen Co Common Stock 931422109 100 3750 SH OTHER 02,03,04 3750 Wells Fargo & Co New Common Stock 949746101 233 9091 SH SOLE 9091 Wells Fargo & Co New Common Stock 949746101 35 1380 SH OTHER 1380 Wells Fargo & Co New Common Stock 949746101 41 1600 SH OTHER 02,03,04 1600 FINAL TOTALS FOR 120 RECORDS 27637
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