L. Paige Marvel
2011Annual
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What was filed
336
investments
5
positions
1
gifts
0
agreements
3
debts
1
reimbursements
1
income
6
spouse income
Named parties
- Parmership #1
- 529 Acct #1
- $29 Acct, #2
- I revocible Trust
- IB Revocable Trust
- Aspen Publishers
- Washington University in St. Louis
- Emory Umversity
- ABA Section of Taxation
- RBC IRA Distribution
- Baltimore Teacher Network Inc. -Teaching
- Maryland State Pension Plan distribution
- Maryland Teachers and State Employees Supp. Retirement Plan distribution
- Roth IRA distribution
- Fidelity IRA distribution
- TRP Rollover IRA distribution
As filed
33% pship. interest, Margarent’s Landing Partnership — None
USAA Subscribers Savings Account — Distribution
USAA Fed. Savings Bank Accts. #1 — None
USAA Fed. Savings Bank Accts, #2 — Interest
M&T Bank checking acct — None
Wells Fargo Accts. (formerly Wachovia) — Interest
T. Rowe Price Acct.
Growth Stock Fund — Int/Div — Sold (part)
Marvland Bond Fund — Int/Div — Buy (add'l)
Marvland Bond Fund — Buy (add'l)
Marvland Bond Fund — Sold (part)
RBC (formerly FBW) Brokerage Acct
Shares, Aegion Corp. (formerly Instituform Tech, Inc.) — None — Open
Shares, AT&T Inc — Int/Div
Shares, Advent Claymore Conv. Sec. & Income Fund — Int/Div
Common, Bristol Myers Squibb Co — Int/Div
Shares, Covidien Ltd. (renamed Covidian PLCY — Int/Div
Common, Exxon Mobil Corp — Int/Div
Common, Fresenius Med Care Aktiengesellschaft ADR — None
Common, General Electric Co — Int/Div
Common, Heinz H J Co. — Int/Div
Common, Instituform Technologies, SA (renamed Aegion) — None — Closed
Common, Motorola Inc — None — Distnbuted
Common, Motorola Mobility Holdings Inc — None — from line 23)
Common, Motorola Solutions Inc (successor 10 Motorola) — None
Common, Pfizer Inc — Int/Div
Shares, PNC Financial Services Group, Inc. — Int/Div
Shares, TE Connectivity Ltd — None — Open
Shares, Tyco Electronics Ltd. (remamed TE Connectivity) — istmbution — Closed
RI — Int/Div
Common, Tyco Intl Ltd — Int/Div
Shares, UDR Inc — Int/Div
Shares, Verizon Communications — Int/Div
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Int/Div — Sold (part)
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)
Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)
Fidelity Brokerage Rollover IRA
Fidelity New Markets Income — Int/Div — Buy (add'l)
45 — istmbution
Spartan S00 Index — Int/Div — Sold (part)
Spartan S00 Index — Sold (part)
Fidelity Contrafund — Int/Div — Sold (part)
49 — Distribution
Fidelity Equity-Income — Int/Div — Sold (part)
Fidelity GNMA Fund — Int/Div
52 — istnibution
Fudelity Government Income — Int/Div
4 — Distribution
Fidelity Low-Priced Stock — Int/Div — Sold (part)
Sh — istrnibution
Fudelity Dividend Growth — Int/Div — Sold (part)
SK — Distribution
Fidelity Select Biotechnology — Distribution
Fairholme Fund — Int/Div
Oakmark Select — None
Loomis Sayles Bond Retail Shares — Int/Div
Pimco Real Return Class D — Int/Div — Buy (add'l)
64. — Distribution
Permanent Portfolio — Int/Div — Buy
Hh. — Distribution
Vanguard Inflation Protected Secs — Int/Div
68 — Distribution
Wasatch Ultra Growth — Distribution
Wasatch International Growth — None — Sold (part)
Wells Fargo C&B Mid Cap Value Fund CL D — None
Shares, Seaspan Corp. — Int/Div
Shares, Berkshire Hathaway Inc. C1 B — None
CPFL Energia S A Sponsored ADR — Int/Div
Shares, Dendreon Corp. — None — Sold (part)
Shares, EMC Corp — None
Shares. First Tr ISE Chindia Index FD — Int/Div
Shares, Goldman Sachs Group Inc — Int/Div
Shares, Greenhaven Continuous Commodity Index Fund — None
ISHARES INC, MSSCI Bric Index Fund — Int/Div
ISHARES INC. MSC Singapore Index FD — Int/Div
ISHARES INC. MSCI Malaysia Free Index FD — Int/Div
JPMorgan Chase & Co. Alerian MLP Index ETN — Interest
Common, Lundin Mng Corp. — None
Common, Nabi Biopharmaceuticals — None
Shares, Potash Corp of Sask Inc — Int/Div
Shares, Vale S A ADR (formerly Comp. Vale Do Rio) — Int/Div
Shares, Federal Realty Invst Tr. Sh. Ben nt. — Int/Div
Shares, Kimco Realty Corp — Int/Div
Fidelity Cash Reserves — Int/Div — Buy (add'l)
Fidelity Cash Reserves — Buy (add'l)
Fidelity Cash Reserves — Buy (add'l)
Fidelity Cash Reserves — Sold (part)
T.RowePrice Rollover IRA
T. Rowe Price Capital Appreciation — Int/Div — Buy (add'l)
Rowe Price Dividend Growth — None — Sold (part)
Rowe Price Dividend Growth — Sold
Rowe Price Emerging Markets Stock — Int/Div
Rowe Price Equity Income — Int/Div — Sold (part)
Rowe Price Equity Income — Sold (part)
Rowe Price Equity Index 500 — Int/Div
Rowe Price Health Sciences — Distribution
Rowe Price International Discovery — Int/Div — Sold (part)
104, — Distribution
Rowe Price Latin America — Int/Div
106 — Distribution
Rowe Price Mid-Cap Value — Int/Div
108 — Distribution
Rowe Price New Asia — Int/Div — Buy (add'l)
110. — Distribution
Rowe Price Science & Technology — None
Rowe Price Small-Cap Value — Int/Div
113. — Distribution
Rowe Price Emerging Markets Bond — Int/Div
115. — Distribution
Rowe GNMA — Int/Div
117, — Distribution
Rowe High Yield — Int/Div — Buy
Rowe US Treasury Intermediate — Int/Div — Buy (add'l)
120 — Distribution
Fidelity Traditional IRA Acct.
Shares, CNOOC Lid. Sponsored ADR — Int/Div
Common, Berkshire Hathaway — None
Shares, Seaspan Corporation — Int/Div
Common, Vaalco Energy Inc — None
Drevfus Midcap Value Fund — Int/Div — Buy (add'l)
127 — Iistnbution
Gameo Westwood Mighty Mites FD — Distribution
129. — istnbution
Fidelity Cash Reserves — Int/Div
RBC (formerly FBW) IRA Acct
Ishares Tr Nasdaq Biotech Index Fund — Int/Div
Powershares QQQ Trust Unit Ser. — Int/Div
US Govt. Money Market Fund — Int/Div
Wells Fargo IRA
Large Cap Fund — Int/Div — with line 138)
137 — Distribution
Small’Mid Cap Fund - Opportunity — Open
MD State Retirement Plan - Sec. 457(b) Acct,
Shares, Euro Pacific Growth Fund A — None — Sold (part)
Shares, Euro Pacific Growth Fund A — Sold (part)
Shares, Investment Contract Pool — None — Buy (add'l)
Shares, Investment Contract Pool — Buy (add'l)
PIMCO Total Return Fund — None
Vanguard Inst). Index Fund — None
IRA Accts. - American Century
Equity Income Stock Fund — Int/Div
Emerging Markets Stock Fund — None
CGM Focus Fund — None
IRA Acct. - Greenspring Fund, Inc — Int/Div
151 — istnbution
SEP Acct. - Greenspring Fund, Inc — Int/Div
153. — Iistnbution
RBC (formerly FBW) Roth IRA
Common, Cisco Systems Inc — Int/Div
Common, First Mariner Bancorp (Y)
Shares, Highmark Group Value Momentum FD-Retail Class A — Int/Div
158. — Distribution
US Govt Money Market Fund — Int/Div
Vanguard Rollover IRA - Convertible Securities — Int/Div — Open
161 — Distribution
RBC (formerly FBW) Joint Brokerage Acct:
Common, Apple, Inc — None
Common, Walt Disney Co. — None
US Govt. Money Market Fund — Int/Div
T. Rowe Price Small Cap Value Fund — None — Sold
USAA Investment Acct.
USAA Money Market Fund — None
USAA Balanced Strategy Fund — None — Buy
USAA Capital Growth Fund — None — Buy
USAA Capital Growth Fund — Sold
USAA GNMA Fund — Int/Div — Sold
USAA High-Yield Opportunities Fund — Int/Div
USAA Precious Metals and Minerals Fund — None — Sold
USAA Value Fund — Int/Div — Buy
USAA Value Fund — Sold (part)
RBC (formerly FBW) IRA/A Acct
Shares, Advent Claymore Conv Sec & Income Fund — Int/Div
Shares, Alps ETF Tr Alerian MLP — None — Buy
Common, Amgen Inc — Int/Div
Shares. BCE Inc. New — Int/Div
Shares, Blackrock Global Energy and Resources Trust — Int/Div
Common, Caterpillar Inc — Int/Div
Shares, Vale S A (formerly Companhia Vale Do Rio) — Int/Div — Sold
Shares, Compass Diversified Trust — Distribution
Note, Duke Rity Ltd. Partnership, Due S/15/13. 6.2500 — Interest
Shares, Eaton Vance Tax Advantaged Dividend Income Fund — Int/Div
Shares, Frontier Communications Corp Ser B — Int/Div
Common, Gasco Energy Inc — None
Notes, General Electric Cap Corp., Due 13/14. 5.9% — Interest
Common. General Electric Co. — Int/Div
Notes, Govt. Natl Mtg Assn, Series 2010-42 Class KD — Interest
Common, Intermec Inc. (formerly Unova, Ine.) — None
Shares, 1Shares TR S&P Pfd Stk Index Fund — Int/Div
LP Unit, Kinder Morgan Energy Partners LP — Distribution
Note. Lowes Cos. Inc.. Due 9/15/17. 6.1% — Interest
Notes. MBNA Capital E TOPRA 8.1% B/E — Interest — Sold (part)
Shares. MFS Value Fund A — Int/Div
Common, Microsoft Comp. — Int/Div
Shares, Munder FDS TR Framlington Healthcare FD CLC — None — with line 201)
Shares, Munder Growth Opportunities Fund LC — Int/Div — Open
202 — Distribution
Shares. Novartis A G ADR — Int/Div
Common, Pepsico Incorporated — Int/Div
Common, Sysco Corporation — Int/Div
Shares, Teck Resources Limited Sub Voting CL B — Int/Div — Sold
Shares, Vanguard Intl. Equity IND FD FTSE All World — None — Sold
Shares, Vanguard Intl. Eq. Index FDS Emerg. Markets Fund — Int/Div
Shares, Vanguard Sect. Index FDS Information Technology — Int/Div
Shares, UIT Van Kampen Select § Indus. Portf. 2009.4 — Int/Div — Redeemed
Common. Verizon Commumcations — Int/Div
Shares, US Govt. Money Market Fund (RBC) — Int/Div — Buy (add'l)
Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)
Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)
Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)
Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)
Shares, US Govt. Money Market Fund (RBC) — Sold (part)
RBC (formerly FBW) IRA/B Acct
Barclays Bank PLC 4.5-5.5-7% SI625-100% PPN Due $6028 — Interest
Shares, Blackrock Ecosolutions Investment Trust — Int/Div
Common, Bristol Mevers Squibb Co — Int/Div
Common, Callaway Golf Co. — Int/Div
Shares, Cohen & Steers Infrastructure Fund Ine. — Int/Div
Constellation Energy Group Inc. Jr. Sub Deb Ser A 8.6% — Interest
Common, El Lilly & Co — Int/Div
Shares. Gabelli Dividend & Inc Trust — Int/Div
Common. General Mills. Inc — Int/Div
Note, Ginnie Mae CMO/Series 2009-123, Due 8720039.4 5% — istnbution
229, — Interest
Common, Gladstone Commercial Corporation — Int/Div
Bond, Govt. Nat. Mtg. Assm., Series 2009-108, Due 11720039 — Interest
ISHARES Trust Dow Jones US Oil Equipment & Servs, Ind FD — Int/Div — Sold
Common. Johnson & Johnson — Int/Div
Shares, MBNA Capital D PFD TRUPS £.125% — Interest
Munder FDS TR Framlington Healthcare FDCLA — None — with line 236)
Munder Growth Opportunities Fund Class A — Distribution — Open
Common, Petrohawk Energy Corp. — None — Sold
Shares, Provident Energy Ltd (renamed on 13/11) — Int/Div
Shares, Vanguard World Funds- Vanguard Health Care ETF — Int/Div
Shares, US Govt. Money Market Fund — Int/Div — Buy (add'l)
Shares, US Govt. Money Market Fund — Buy (add'l)
Shares, US Govt. Money Market Fund — Sold (part)
Rollover IRA - USAA FSB:
Shares, Money Market Acct — None
Shares, USAA Value — Int/Div
Shares. USAA Precious Metals & Minerals — Int/Div
247 — Distribution
UGMA Acct. No. at RBC (formerly FBW)
Shares, Berkshire Hathaway CL B Inc — None
Shares, US Govt. Money Market Fund — Int/Div
UGMA Acct. No. 2 at RBC (formerly FBW):
Shares, Berkshire Hathaway CL B Inc — None
Shares, US Govt. Money Market Fund — Int/Div
UGMA Asset - Savings Bonds-EE — Interest
HB Accs
USAA FSB Checking Acct — None
USAA FSB Savings Acct — Interest
USAA Invest. Acct.
USAA Capital Growth Fund — None — Buy (add'l)
USAA Capital Growth Fund — Sold
USAA GNMA Fund — Int/Div — Sold
USAA Balanced Strategy Fund — Int/Div — Buy
USAA Custod. Acct.
USAA GNMA Trust — Int/Div — Sold
USAA Precious Metals and Minerals Fund — None — Sold
USAA Balanced Strategy Fund — None — Buy
USAA Balanced Strategy Fund — Sold
LUSAA Roth IRA
USAA Total Return Strategy Fund — Int/Div
EEE A Accts
USAA FSB Checking Acct — None
USAA FSB Savings Acct — Interest
USAA Invest. Acct.
USAA Balanced Strategy Fund — Int/Div
LUSAA Roth IRA
Shares, Balanced Strategy Fund — Int/Div
529 Acct. No. 3 - College Svgs Plans ofMD Balanced Portfolio — None — Sold (part)
529 Acct. No. 4 - College Svgs Plans ofMD Balanced Portfolio — None — Sold (part)
529 Acct. No. 4 - College Svgs Plans ofMD Balanced Portfolio — Sold (part)
529 Acct. No. § - Vanguard.
Income — None — Buy (add'l)
Income — Sold (part)
S500 Index — None — Sold (part)
S500 Index — Distnbuted
Small-Cap Index — None — Distnbuted
Total Int, Stk. Index — None — Sold (part)
Total Int, Stk. Index — Distributed
Value Index — None — Distnibuted
529 Acct. No. 6 - Vanguard
Income — None — Buy (add'l)
Income — Sold (part)
Income — Sold (part)
Income — Sold (part)
Income — Sold (part)
Income — Sold (part)
S00 Index — None — Sold (part)
Small Cap Index — None
Total Int. Stk. Index — None — Sold (part)
Value Index — None
I rrevocable Trust
Fidelity Inherited (formerly Rollover) IRA: — Sold (part)
Shares, Fidelity Asset Manager — Int/Div
3 — Distribution
Shares, Fidelity Spartan US Bond Index {corrected ) — Int/Div
RIN — Distribution
Shares, Fidelity Short Term Bond — Int/Div
Shares, Dodge & Cox Income — Int/Div — Sold (part)
Shares, Harbor Capital Appreciation Inst] — None — Sold
Shares, Invesco Gold & Precious Metals Inv — Int/Div — Buy (add'l)
Shares, Invesco Gold & Precious Metals Inv — Distribution — Buy (add'l)
Fidelity Cash Reserves — Int/Div
Fidelity Roth IRA.
Shares. Fidelity Govt. Income — Int/Div
314. — Distribution
Shares. Oakmark Fund — Int/Div
BOO Checking Acct — Interest
VAM Promissory Note — None
Wells Fargo (formerly Wachovia) Money Market Acct. — Interest
Hl Revocable Trust
Fidelity Roth IRA
Shares. Fidelity Canada — Int/Div
32 — Distribution
Shares, Fidelity Contrafund — Int/Div
324 — Distribution
Shares, Fidelity Interm. Govt. Income — Distribution
126. — Int/Div
Wells Fargo (formerly Wachovia) Money Market — Interest
TIC Fidelity Acct.
Shares, Fidelity Municipal Inc — istmbution
30. — Int/Div
Shares, Fidelity Government Income — Iistnbution
as — Int/Div
Shares, Fidelity Intermediate Muni Income — Int/Div
RE¥S — Distribution
Fidelity Cash Reserves — Interest
BOO Checking Acct — Interest
Parmer, Parmership #1
Custodian, 529 Acct #1
Custodian, $29 Acct, #2
Trustee, I revocible Trust
Trustee, IB Revocable Trust
Gift — Aspen Publishers — Complimentary copy, Mergers, Acquisitions & Buyouts, and update for prof, use — $600.00
Liability — Washington University in St. Louis — Tuition
Liability — Emory Umversity — Tuttion
Liability — Washington University in St. Louis — Tuition pavment plan
Reimbursement — ABA Section of Taxation — 12111-12201 — Las Vegas, NV — To give panel presentation — Transportantion, lodging, food
Income — 2011 — RBC IRA Distribution — S25.000.00
Spouse's income — 2011 — Baltimore Teacher Network Inc. -Teaching
Spouse's income — 2011 — Maryland State Pension Plan distribution
Spouse's income — 3201 — Maryland Teachers and State Employees Supp. Retirement Plan distribution
Spouse's income — 2011 — Roth IRA distribution
Spouse's income — 2011 — Fidelity IRA distribution
Spouse's income — 2011 — TRP Rollover IRA distribution
2011 Report, Parts | and VII:
1 previously reported that | was a custodian of several accounts belonging to [JIN - ! have eliminated that position on Part 1 as [EGG WN over
the age of 21 and the former Uniform Gift To Minors Act accounts belong to them, However, becuse [IN st! dependents, the accounts are included
in Part VIL
2011 Original Report, Part VII, lines 307-317:
Line 307 is the header reflecting an IRA secount. The assets and income are listed on lines 308-317. A distribution was made from this sccount during 2011
and the sules generating the funds for the distribution are listed. Because | am not sure whether and how to show the distnbution from the account, | listed the
distribution on the header line, line 307.
Original 2011 Report, Part VII, lines 17, 18, 25, 81, 129, 322, 334:
Although the Committee advised me mn its Sept. 28, 2012 letter that no correction to these lines was required at this time, 1 deleted the lines in accordance with the
Committee's advice for future filings. | did not understand the reference to page 12, line 126; it appears to be an error so | took no action regarding it.
Original 2011 Report, Part VII, line 128:
This asset was not reportable as its fair market value at the end of 2011 was less than $1,000 and it did not generate income in excess of $200 during 2011. This
was true for 2010 as well. | therefore deleted the asset in the amended report.
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.