L. Paige Marvel

2012Annual

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What was filed

  • 271

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 5

    debts

  • 1

    reimbursements

  • 1

    income

  • 6

    spouse income

Named parties

  • Parmership #1
  • 529 Acct, 44
  • Aspen Publishers
  • Washington University in St. Louis
  • Emory Umversity
  • U.S. Dept. of Education
  • RBC Traditional IRA Distnbution
  • Baltimore Teacher Network Inc. -Teaching
  • TRowePrice Rollover IRA (Marviand State Pension Plan) distributions
  • Maryland Supp. Retriement Plan distributions
  • RBC Roth IRA distributions
  • Fidelity IRA distributions
  • Wells Fargo IRA distribution

As filed

33% pship. interest, Margaret's Landing Partnership — None

USAA Subscribers Savings Account — istmbution

USAA Fed. Savings Bank Accts, #1 — Interest

USAA Fed. Savings Bank Accts, #2 — Interest

MAT Bank accts — Interest — Open

Wells Fargo Accts. — Interest — Closed

T. Rowe Price Acct. (H):

Growth Stock Fund — Int/Div — Sold (part)

Marvland Bond Fund (Y)

RBC Brokerage Acct. (H):

Shares, ADT Corporation — Int/Div — from line 28)

Shares, Aegion Corp. — None — Sold

Shares. AT&T Ine — Int/Div

Shares, Advent Claymore Conv. Sec. & Income Fund — Int/Div

Common, Bristol Myers Squibb Co — Int/Div

Common, Cisco Systems Inc. (X) — Int/Div

Shares, Covidien PLC — Int/Div

Common, Exxon Mobil Corp — Int/Div — Sold (part)

Common, Fresenius Med Care Aktiengesellschaft ADR — Int/Div

Common. General Electric Co — Int/Div

Common, Heinz H J Co — Int/Div

Shares, Motorola Mobility Holdings, Inc — None — Sold

Shares. Motorola Solutions. Inc — Int/Div — Sold

Shares, Pentair Lid. — Int/Div — from line 28)

Common, Pfizer Inc — Int/Div

Shares, PNC Financial Services Group, Inc, — Int/Div

Shares, TE Connectivity Ltd — Int/Div

Common, Tyco Intl Ltd — Int/Div

Shares, UDR Inc — Int/Div

Shares, Verizon Communications — Int/Div

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Int/Div — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Fidelity Brokerage Rollover IRA — Int/Div

Fidelity New Markets Income — Buy (add'l)

Fidelity New Markets Income — Buy (add'l)

Spartan S00 Index — Sold (part)

Spartan S00 Index — Sold (part)

Fidelity Strategic Real Return — Buy

Fidelity Contrafund

Fidelity Equity-Income

Fudelity GNMA Fund — Buy (add'l)

Fidelity Government Income

Fudehity Low-Priced Stock — Sold (part)

Fidelity Dividend Growth — Sold (part)

Fidelity Dividend Growth — Sold

Fidelity Select Biotechnology

Farrholme Fund

Oukmark Select

Loomis Savles Bond Retail Shares — Buy (add'l)

Pimco Real Return Class D

Permanent Portfolio

Vanguard Inflation Protected Secs

Wasatch Ultra Growth

Wasatch International Growth

Wells Fargo C&B Mid Cap Value Fund CL D — Sold

Shares, Seaspan Corp.

Shares, Berkshire Hathaway Inc. CI B

CPFL Energia S A Sponsored ADR

Shares, Dendreon Corp. (Y)

Shares, EMC Comp.

Shares, First Tr ISE Chindia Index FD

Shares, Goldman Sachs Group Inc

Shares, Greenhaven Continuous Commodity Index Fund

ISHARES INC. MSSCI Bric Index Fund

ISHARES INC. MSCI Singapore Index FD

ISHARES INC. MSCI Malaysia Free Index FD

JPMorgan Chase & Co. Alerian MLP Index FTN

Common, Lundin Mng Corp.

Common, Nabi Biopharmaceuticals — Sold

Shares, Potash Corp Sask Inc

Shares, Vale S A ADR

Shares, Wisdomtree Emerg. Mkts Equity Income Fund — Buy

Shares, Federal Realty lnvst Tr. Sh. Ben nt,

Shares, Kimco Realty Corp

Fidelity Cash Reserves — Sold (part)

T.RowePrice Rollover IRA — Int/Div

T. Rowe Price Capital Appreciation

Rowe Price Emerging Markets Stock

Rowe Price Equity Income

Rowe Price Equity Index 500

Rowe Price Health Sciences

Rowe Price International Discovery

Rowe Price Latin America

Rowe Price Mid-Cap Value

Rowe Price New Asi

Rowe Price New Horizons — Buy (add'l)

Rowe Price Science & Technology — Sold (part)

Rowe Price Small-Cap Value

Rowe Price Emerging Markets Bond

Rowe GNMA

Rowe High Yield

Rowe US Treasury Intermediate

Fidelity Traditional IRA Acct. — Int/Div

Shares, CNOOC Limited ADS EACH REP 100 ORD HKDO 02

Common, Berkshire Hathaway

Shares, Seaspan Corporation

Common, Vaalco Energy Inc

Dreyfus Opportunisti Midcap Value CL A Fund

Teton Westwood Mighty Mites FD (formerly Gameo...)

Fidelity Cash Reserves (Y)

RBC IRA Acct. — Int/Div

Ishares Tr Nasdaq Biotech Index Fund

Powershares (QQ Trust Unit Ser.

US Govt. Money Market Fund RBC Reserve Class (Y)

Shares, Invesco Gold & Precious Metals nv

Wells Fargo IRA-Small/MidCap Fund Opportunity, — None — Distributed

MD State Retirement Plan - Sec. 457(b) Acct, — Int/Div

Shares. Euro Pacific Growth Fund A — Sold (part)

Shares. Euro Pacific Growth Fund A — Sold (part)

Shares. Investment Contract Pool — Buy (add'l)

Shares. Investment Contract Pool — Sold (part)

Shares. Investment Contract Pool — Buy (add'l)

Shares. Investment Contract Pool — Sold

Shares, PIMCO Total Return Fund

Shares, Vanguard Inst], Index Fund — Sold (part)

IRA Accts. - American Century — Int/Div

Equity Income Stock Fund

Emerging Markets Stock Fund

CMG Focus Fund

IRA Acct. - Greenspring Fund, Inc — Int/Div

SEP Acct. - Greenspring Fund, Inc — Int/Div

RBC Roth IRA — Int/Div

Common, Cisco Systems Inc. (Y)

Shares, Highmark Group Value Momentum FD-Retail Class A

US Govt Money Market Fund RBC Reserve Class (Y)

Vanguard Rollover IRA. — Int/Div

Shares, Convertible Securities

Shares. Dividend Growth Fund — Buy

Shares, Wellesley Income Fund — Buy

RBC Jomt Brokerage Acct. (H);

Common, Apple, Inc — Int/Div

Common. Walt Disney Co. — Int/Div

US Govt. Money Market Fund RBC Reserve Class — Int/Div

USAA Investment Acct. (H):

USAA Money Market Fund (Y)

USAA Comerstone Moderate Fund (formerly Balanced Str.) — Int/Div

USAA High Income Fund (formerly High Yield Oppor. FD) — Int/Div

USAA Value Fund — Int/Div

RBC IRA/A Acct, — Int/Div

Shares, Advent Claymore Cony Sec & Income Fund

Shares, Alps ETF Tr Alerian MLP

Common, Amgen Inc

Shares. BCE Inc. New

Shares, Blackrock Global Energy and Resources Trust

Common, Caterpillar Inc

Shares, Compass Diversified Trust

Shares, Cushing Renaissance Fund — Buy

Shares, Cushing Royalty & Income Fund — Buy

Note, Duke Rity Lid. Partnership, Due $1513. 6.2500

Shares, Eaton Vance Tax Advantaged Dividend Income Fund

Shares, Frontier Communications Corp Ser B

Common, Gasco Energy Inc

Notes, General Electric Cap Corp., Due $/13/14, 5.9%

Common. General Electric Co.

Notes, Gove Natl Mig Assn, Series 2010-42 Class KD — Sold (part)

Notes, Gove Natl Mig Assn, Series 2010-42 Class KD — Sold (part)

Notes, Gove Natl Mig Assn, Series 2010-42 Class KD — Redeemed

Common. Intermec Inc

Shares, IShares TR S&P Pfd Stk Index Fund

LP Unit, Kinder Morgan Energy Partners LP

Note, Lowes Cos. Inc., Due 9/15/17. 6.1%

Notes, MBNA Capital E TOPRA 8.1% B/E — Redeemed

Shares. MFS Value Fund A

Common, Microsoft Corp.

Shares, Munder Growth Opportunities Fund CLE

Shares, Novartis A G ADR

Common, Pepsico Incorporated

Common. Staples. Inc — Buy

Common. Staples. Inc — Sold

Common, Sysco Corporation

Shares, Vanguard Intl. Eq. Index FDS Emerg. Markets Fund

Shares, Vanguard Sect Index FDS Information Technology

Common. Verizon Communications

Shares, US Govt. Money Market Fund (RBC)

RBC IRA/B Acct. (H) — Int/Div

Barclays Bank PLC 4.5-5.5-7% SI6/25:100% PPN Due §/6/28 — Redeemed

Shares, Blackrock Ecosolutions Investment Trust

Common, Bristol Meyers Squibb Co

Common, Callaway Golf Co.

Shares, Cohen & Steers Infrastructure Fund Ine.

Constellation Energy Group Inc. Jr. Sub Deb Ser A 8.6%

Common, Eli Lilly & Co.

Shares. Gabelli Dividend & Inc Trust

Common. General Mills. Inc

Note, Ginnie Mae CMO/Series 2009-123, Due 8/20/39.4.5%

Common, Gladstone Commercial Corporation

Bond, Govt.Nat. Mtg. Assm., Series 2000-108, Due 11720039 — Redeemed

Common, Johnson & Johnson

Shares, MBNA Capital D PFD TRUPS 8.125% — Redeemed

Shares, Munder Growth Opportunities Fund Class A

Shares, Pembina Pipeline Corp

Shares, Provident Energy Ltd. (merged with line 202)

Shares, Vanguard World Funds- Vanguard Health Care ETF

Shares, US Govt. Money Market Fund RBC Reserve Class

Rollover IRA - USAA FSB: — Int/Div

Shares, USAA Money Market Acct. (Y)

Shares. USAA Value Fund

Shares, USAA Precious Metals & Minerals Fund

Child No. RBC Acct. (H):

Shares, Berkshire Hathaway CL B Inc — None

Shares, US Govt. Money Market Fund RBC Reserve Class(Y)

Child. No. 2 RBC Acct. (H):

Shares, Berkshire Hathaway CL B Inc — None

Shares, US Govt. Money Market Fund RBC Reserve Class(Y)

Children's Savings Bonds-EE — None

Child No. USAA Accts. (H):

USAA FSB Bank Accts. (Y)

USAA Invest. Acct (H):

Cornerstone Moderate Fund {formerly Bal. St FD) — Int/Div

USAA Roth IRA (H)

Cornerstone Moderate Fund (formerly Bal SLFDYY)

Child No. 2 USAA Accs. (H):

USAA FSB Bank Accts. (Y)

USAA Investment Acct. (H):

Cornerstone Moderate Fund (formerly Bal, St. FD) — Int/Div

USAA Roth IRA- Shares, Total Return Strategy Fund — Int/Div

529 Acct. No. 3 - College Svgs Plans of MD tH

Balanced Portfolio — None — Sold

Money Market Portfolio — None — Buy

529 Acct. No. 4 - College Svgs Plans of MD Hy

Balanced Portfolio — None — Sold

Money Market Portfolio — None — Buy

529 Acct. - Vanguard (Child 1): Income Fund — Int/Div — Sold (part)

529 Acct. - Vanguard (Child 2) (H) — Int/Div

Income — Sold (part)

Income — Sold (part)

Income — Sold (part)

500 Index

Small-Cap Index

Total Int. Stk. Index

Value Index

REH Irrevocable Trust (H):

Fidelity Inherited IRA (H): — Int/Div

Shares, Fidelity Asset Manager — Sold

Shares, Spartan US Bond Index Fund {corrected name) — Sold (part)

Shares, Fidelity Short Term Bond

Shares, Dodge & Cox Income — Sold

Shares, Harbor Capital Appreciation Inst

Fidelity Cash Reserves

Fidelity Roth IRA (H): — Int/Div

Shares. Fidelity Govt. Income — Sold

Shares, Oakmark Fund — Sold

Fidelity Cash Reserves (X) — Buy (add'l)

Fidelity Cash Reserves (X) — Distnbuted

Bank of Oklahoma (BOO) Checking Acct — Interest — Closed

Promissory Note from Vicki A. Marvel, 6% — Interest

Wells Fargo Money Market Acct — Interest — Closed

M&T Money Market Acct — Interest — Open

LHH Revocable Trust (H):

Fidelity Roth IRA (H) — Int/Div

Shares, Fidelity Canada

Shares, Fidelity Contrafund

Shares, Fidelity Interm. Govt, Income

Wells Fargo Money Market Acct — Interest — Closed

M&T Money Market Acct — Interest — Open

TIC Fidelity Acct (H).

Shares, Fidelity Municipal Inc — Int/Div

Shares, Fidelity Government Income — Int/Div

Shares, Fidelity Intermediate Mum Income — Int/Div

Fidelity Cash Reserves — Interest

Bank of Oklahoma (BOO) Checking Acct — Interest

Parmer, Parmership #1

Custodian, 529 Acct, 44

Gift — Aspen Publishers — Complimentary copy, Mergers, Acquisitions & Buyouts, and update for prof, use — $600.00

Liability — Washington University in St. Louis — Tuition Payment Plan Loan

Liability — Emory Umversity — Turion

Liability — U.S. Dept. of Education — Student Loans

Liability — Washington University in St. Louis — Student Loans

Liability — Emory Umversity — Student Loans

Reimbursement — the University's Tax LLM students — a Ta BE rT TT A a TITEL IEE 4 ou =

Income — 2012 — RBC Traditional IRA Distnbution — S25.000.00

Spouse's income — 2012 — Baltimore Teacher Network Inc. -Teaching

Spouse's income — 2012 — TRowePrice Rollover IRA (Marviand State Pension Plan) distributions

Spouse's income — 2012 — Maryland Supp. Retriement Plan distributions

Spouse's income — 2012 — RBC Roth IRA distributions

Spouse's income — 2012 — Fidelity IRA distributions

Spouse's income — 2012 — Wells Fargo IRA distribution

2012 Amended Report, Part VII, line 31: This asset is the same asset as that listed in my 2011 Amended Report at line 34.

2012 Amended Report, Part VII, line 220: | inadvertantly listed the wrong fund on line 221 of the original report | filed. | have corrected the entry in this amended

report.

2012 Amended Report, Part VII, line 225: On my original 2012 report at line 226, | forgot to fill in Columns B and C. | have corrected my mistake in this

amended report.

2012 Amended Report, Part VII, lines 226-231: 1 corrected these entries to reflect a contribution into a new portfolio in cach 529 account and the transfer of the

balance of the Balanced Portfolio into that same portfolio. At the end of 2012, the only portfolio was the Money Market Portfolio.

2012 Amended Report, Part VI, lines 250-254: The two mutual funds m this IRA were sold on December 20, 2012, the proceeds were deposited into the Fidelity

Cash Reserve Fund (an asset that existed in 2011 but was not reportable), and a check for the entire balance of the account was issued on December 21, 2012, |

have changed the original entries, lines 248-250 of my original 2012 Report, to clarify the reporting with respect to thi:

nvestment,

2012 Amended Report: | have deleted the mvestment listed on line 260, 2012 Report because it does not satisfy the reporting threshold.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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