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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.