Helen W. Gillmor
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
187
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Commonwealth REIT
- Scopus PX LLC
- Hawan Women's Legal Foundation
- Pension from State of Hawaii 01/01/2014-12/31/2014)
As filed
Oracle — Int/Div
IRA # Charles Schwab
Banco Santander — None — Sold
Camival Corp — Int/Div — Sold
Chesapeake Energy — Int/Div
Cisco Systems — Int/Div — Sold
Citigroup — Int/Div
Chico's Fashion — Int/Div — Buy
Equity Commonwealth — Int/Div — Sold (part) — Commonwealth REIT
Equity Commonwealth — Buy (add'l) — Commonwealth REIT
Cohen & Steers RENT — Int/Div — Sold (part)
Co. Vale de Rio — Int/Div
Conoco Phillips — Int/Div
Diana Shipping — Int/Div
Duke Energy 5.125% — Interest
Equity Residential — Int/Div — Sold
Exxon Mobil — Int/Div — Sold (part)
Freeport McMoran — Int/Div
Frontier Com — Int/Div — Buy (add'l)
Frontier Com — Int/Div — Buy (add'l)
Goldman Sachs — Int/Div — Sold
Phillips 66 — Int/Div
Plans American Pipeline — Int/Div — Sold (part)
Powershares Exc. Traded — Int/Div
Prestige Brands — None
RuthsChris Steakhouse — Int/Div
SPDR Gold — None — Buy
SPDR Gold — Buy (add'l)
Seventy-Seven Energy — None — from line 4)
Seventy-Seven Energy — Buy (add'l)
Select Income REIT — Int/Div — Buy
Select Income REIT — Buy (add'l)
Select Income REIT — Buy (add'l)
Select Income REIT — Buy (add'l)
Select Income REIT — Buy (add'l)
Stanley Black + Decker 5.75% — Interest
Baron Asset Fund — Distribution
Fidelity Canada Fund — Distribution
Gabelh Asset Fund — istnbution
Janus Research Fund — Distribution
Landus Intl Fund — Distribution
Schwab Fin Sve — Distribution — Buy
Brokerage Money Market Fund — istmbution
Brokerage Account # , Charles Schwab
Money Market Fund — Distribution
Brokerage Account # 2, Charles Schwab
Scopia Partners — Distribution — Scopus PX LLC
IRA #2, Charles Schwab
Advent Claymore ENHCD Fund — Int/Div — Sold (part)
Amencan Electric Power — Int/Div — Buy
Atlantic Power — Int/Div — Buy (add'l)
Blackrock Kelso — Int/Div
Cohen & Steers REIT — Int/Div
Equity Commonwealth — Int/Div — Commonwealth REIT
Compass Diversified — Int/Div — Sold (part)
Compass Diversified — Buy (add'l)
Compass Diversified — Buy (add'l)
EcoPetrol — Int/Div — Buy
EcoPetrol — Buy (add'l)
EcoPetrol — Buy (add'l)
Frontier Communications — Int/Div — Sold (part)
Frontier Communications — Sold
Frontier Communications — Buy
Invesco Corp — Int/Div
Ishares Silver Trust — None — Buy
Kona Grill — None — Buy
Kona Grill — Sold
Peabody Energy — Int/Div
Prospect Capital — Int/Div — Buy (add'l)
Select Income REIT — Int/Div — Buy
Select Income REIT — Buy (add'l)
Select Income REIT — Buy (add'l)
Select Income REIT — Buy (add'l)
Select Income REIT — Buy (add'l)
Select Income REIT — Buy (add'l)
Solar Capital — Int/Div
SPDR - Homebuilders — Int/Div — Sold
Turkish Inv Fund — Int/Div — Buy (add'l)
USG Corp — None — Sold
Cohen & Steers Intl REIT — istmbution
Money Market Fund — Distribution
Brokerage Act. # 3, Charles Schwab
AT&T — Int/Div
Bank of America — Int/Div
Equity Commonwealth — Int/Div — Commonwealth REIT
Brokerage Money Market — Distribution
NON-MAR-FBO Trust # , Kevbank
Abbott Labs — Int/Div
Accenture PLC — Int/Div — Buy
Amazon — None
Amgen Inc — None — Sold (part)
Anadarko Pete — Int/Div — Sold (part)
Apple Corp — None
Bank of Nova Scotia — Int/Div — Sold
Capitol One — Int/Div — Buy
CMS Energy — Int/Div — Buy
CVS/Caremark — Int/Div
Celegene — None — Sold (part)
Chevron — Int/Div — Buy
Cincinati Fin Corp — Int/Div
Coca Cola — Int/Div
Danaher Corp — Int/Div — Buy
Devon Energy — Int/Div — Sold
Disney Co. — Int/Div — Sold (part)
Eaton Corp — Int/Div — Buy
Eaton Corp — Sold
Exxon Mobil — Int/Div
Freeport McMoran — Int/Div — Sold
General Electric — Int/Div — Sold
General Mills — Int/Div
Google, Inc — Int/Div — Buy
Henry Schein, Inc — Int/Div — Buy
Henry Schein, Inc — Int/Div — Sold (part)
Intel Corp — Int/Div
JP Morgan — Int/Div
Kraft Foods — Int/Div
Mastercard — Int/Div — Buy
McKesson Corp — Int/Div — Buy
Morgan Stanley — Int/Div
Oracle Corp — Int/Div
Pepsico — Int/Div
Priceline Com — None — Buy
Priceline Com — Sold
Proctor and Gamble — Int/Div
Qualcom — Int/Div
Starbucks Corp — Int/Div
Suntrust Banks — Int/Div — Sold
Thermo Fisher — Int/Div — Buy
United Parcel Service — Int/Div
United Technologies — Int/Div
Verizon — Int/Div
Visa — Int/Div
Wells Fargo — Int/Div
XL Group PLC — Int/Div — Buy
XL Group PLC — Sold
Harbor Int] Fund — Int/Div — Buy (add'l)
Ishares Emerging Mkts — Distribution — Sold (part)
Ishares Emerging Mkts — istnbution — Sold (part)
Ishares Emerging Mkts — Sold
Ishares Small Cap — Int/Div — Buy
Ishares Mid Cap — istmbution
Neuberger Berman Emerging Mkts — Int/Div — Buy
Royce Special Equity — Int/Div — Sold (part)
Royce Special Equity — Sold
KT Short Term Fund — istmbution
Penobscot Trading Co Ltd., Honolulu HI — None
Insurance Policies
New York Life — Int/Div
New York Life — Int/Div
MONY — Int/Div
Washmgton National Life — Int/Div
Kevbank Account
Apache Corp — Int/Div
Apple Corp — Int/Div
CVS/Caremark — Int/Div — Sold (part)
Camden National — Int/Div
Celgene — None
Chevron — Int/Div
Costco Wholesale — Int/Div
Costco Wholesale — Int/Div
Walt Disney Co — Int/Div
Eaton Corp — Int/Div — Sold
Exxon Mobil — Int/Div
Gen Mills — Int/Div
Kraft Foods — Int/Div
Lowes Corp — Int/Div — Sold (part)
Nextera Energy — Int/Div
Novartis AG — Int/Div — Sold
Pepsico — Int/Div — Sold (part)
Praxair — Int/Div
Proctor & Gamble — Int/Div — Sold (part)
Qualcomm, Inc — Int/Div
Travelers Cos — Int/Div
United Technologies — Int/Div
United Health Group — Int/Div
Verizon — Int/Div — Sold (part)
Wells Fargo — Int/Div
Harbor Int'l Fund — Int/Div — Buy (add'l)
Harbor Int'l Fund — Buy (add'l)
Shares Mid-Cap — Int/Div — Sold (part)
Shares Small-Cap — Int/Div — Sold (part)
Neuberger Berman Emrg Mkts — Int/Div — Buy (add'l)
Vangaurd Emerging Markets Fund — Int/Div — Sold
Federated Tux Free Obligations Fund(formely listed Federal TaxFreeFund — Interest
Director, Hawan Women's Legal Foundation
Spouse's income — 101122014 — Pension from State of Hawaii 01/01/2014-12/31/2014)
The following were errors on the 2012 Report:
Key Bank Small Cap Fund was sold 2/21/12 A, Dividend, L, D. Then named KT Small Cap Fund - it was mistakenly reported as still in the acount on 12/13/12
because the account also showed an asset called KT Short Term Fund,
3M was sold on 2/23/12 K D. It should not have been reported at year's end.
MetLife was sold (loss) on 6/13/12 J, It should not have been reported at year's end,
Devon Energy was a partial sale on 02/17/12 and 6/13/12. There was a final sule on 10/31/12, which was shown as a partial sale on the 2012 report. That sale
should have been shown as a complete and final sale on the 2012 report. All sales were J C.
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.