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.