George A. O'Toole jr

What was filed

393
investments
0
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income

Named parties

part VII, note 2
Part VILL note 2
PA VILL note 3.
American Express
James Wilson Institute
Contract employee, Massachusetts Department of Public Health

As filed

Automatic Data Processing — Buy (add'l)

Abbvie Inc — None — Sold (part)

Accenture PLC Ireland C1 A — Int/Div — Buy (add'l)

Accenture PLC Ireland C1 A — Buy (add'l)

Adobe Systems — None — Buy (add'l)

Adobe Systems — Buy (add'l)

Align Technology — None — Buy (add'l)

Align Technology — Buy (add'l)

Align Technology — Sold (part)

Allergan — Int/Div — Buy (add'l)

Allergan — Sold (part)

Alphabet Inc. C1 A — None — Buy (add'l)

Alphabet Inc. C1 A — Sold (part)

Alphabet Inc. C1C — None — Buy (add'l)

Altria Group — Int/Div — Buy (add'l)

Altria Group — Buy (add'l)

AMC Networks (Y)

American Cap World Gr & Inc F2 — Int/Div

Anadarko Petroleum — Int/Div — Sold (part)

Apple common — Int/Div — Sold (part)

AT&T — Int/Div — Sold (part)

AT&T — Buy (add'l)

Autodesk Inc — None

Automatic Data Processing — Int/Div — Buy (add'l)

Automatic Data Processing — Buy (add'l)

Bank of America deposit accounts — Interest

Barclays iPath Bloomberg Grains — None — Buy

Barclays iPath Bloomberg Grains — Sold

Becton Dickson — Int/Div — Buy

Becton Dickson — Buy (add'l)

Berkshire Hathaway C1 B — None — Buy (add'l)

Berkshire Hathaway C1 B — Buy (add'l)

Biogen — None — Sold (part)

Blackrock Inc — Int/Div — Buy (add'l)

Blackrock Inc — Buy (add'l)

Blackrock High Yield Fund — Int/Div — Buy (add'l)

S10. — Sold (part)

Blackrock Low Dur Bd Inv Inst — Int/Div — Buy (add'l)

Blackrock Low Dur Bd Inv Inst — Buy (add'l)

Blackrock Multi-Asset — Int/Div

Broadcom — Int/Div

Brookfield Global Listed RE — Int/Div — Buy

Brookfield Global Listed RE — Sold

Brookfield Global Listed RE — Int/Div — Buy (add'l)

Brookfield Global Listed RE — Buy (add'l)

Calamos Market Neutral Inc — Int/Div — Buy (add'l)

Calamos Market Neutral Inc — Buy (add'l)

Camival CP New Paired — Int/Div — Buy (add'l)

Camival CP New Paired — Buy (add'l)

Celgene — None — Buy (add'l)

Celgene — Buy (add'l)

Celgene — Sold (part)

Center Coast MLP Focus — Int/Div — Buy (add'l)

Chevron common — Int/Div — Buy (add'l)

Chevron common — Buy (add'l)

Chubb Ltd — Int/Div

Cincinnati Financial Oho — Int/Div — Buy (add'l)

Cincinnati Financial Oho — Buy (add'l)

Cincinnati Financial Oho — Sold (part)

Cisco Systems — Int/Div — Buy (add'l)

Cisco Systems — Buy (add'l)

Citnx Systems Inc — None

Clearbridge Aggessive Growth (SAGYX) — Int/Div — Buy (add'l)

Clearbridge Aggessive Growth (SAGYX) — Buy (add'l)

Coca Cola Co. — Int/Div — Buy (add'l)

Coca Cola Co. — Buy (add'l)

Coca Cola Co. — Sold (part)

Cogate Palmolive — Int/Div — Buy (add'l)

Cogate Palmolive — Buy (add'l)

Comcasst (New) Cl A — Int/Div — Buy (add'l)

Comcasst (New) Cl A — Buy (add'l)

Cree Research — None

Crown Castle Intl Corp — Int/Div — Buy

Crown Castle Intl Corp — Buy (add'l)

CVS Health Corp — Int/Div — Sold (part)

CVS Health Corp — Buy (add'l)

CyrusOne, Inc — Int/Div — Buy

CyrusOne, Inc — Buy (add'l)

Delaware Value CL Inst — None — Sold (part)

Delaware Value CL Inst — Sold

Diageo ADR — Int/Div — Buy (add'l)

Diageo ADR — Buy (add'l)

Discover Financial — Int/Div — Sold (part)

Discover Financial — Sold

Discovery Communications Ser. A — Int/Div — Sold (part) — part VII, note 2

Dolby Cl A — Int/Div — Buy (add'l)

Dolby Cl A — Buy (add'l)

Dodge & Cox Intl Stock Fund — Int/Div — Buy (add'l)

Dodge & Cox Intl Stock Fund — Sold

Dollar General Corp. — Int/Div — Buy (add'l)

Dollar General Corp. — Buy (add'l)

Dollar General Corp. — Sold (part)

Dominion Resources — Int/Div — Buy (add'l)

Dominion Resources — Buy (add'l)

DoubleLine Total Return Bond Fund — Int/Div — Sold (part)

DoubleLine Total Return Bond Fund — Sold

Duke Energy — Int/Div — Buy (add'l)

Duke Energy — Buy (add'l)

Eli Lilly — Int/Div — Buy (add'l)

Eli Lilly — Buy (add'l)

Enterprise Bancorp common — Int/Div — Sold (part)

Enterprise Bancorp common — Sold (part)

Extra Space Storage — Int/Div — Buy (add'l)

Extra Space Storage — Sold

Exxon Mobile common — Int/Div

Facebook CI A — None — Buy (add'l)

Facebook CI A — Buy (add'l)

Fidelity National Information Services — Int/Div

Fluor Corp — Int/Div — Sold (part)

Freeport-McMoran — None — Sold (part)

Gartner Inc — None — Buy (add'l)

Gartner Inc — Buy (add'l)

General Dynamics — Int/Div — Buy (add'l)

General Dynamics — Buy (add'l)

General Electric — Int/Div — Buy (add'l)

General Electric — Buy (add'l)

General Electric — Sold (part)

General Mills — Int/Div — Buy (add'l)

General Mills — Buy (add'l)

General Motors — Int/Div — Sold (part)

General Motors — Sold (part)

General Motors — Sold

H&R Block — Int/Div — Sold (part)

H&R Block — Sold

Harding Loevuer Intl Equity — Int/Div — Buy (add'l)

Harding Loevuer Intl Equity — Buy (add'l)

Harding Loevuer Intl Equity — Sold (part)

Hasbro, Inc — Int/Div — Buy (add'l)

Hasbro, Inc — Buy (add'l)

Hasbro, Inc — Sold (part)

Honeywell — Int/Div

Immunogen — None — Sold (part) — Part VILL note 2

Ingersoll-Rand — Int/Div

Intel — Int/Div — Buy (add'l)

Intel — Buy (add'l)

Interpublic Group of Companies — Int/Div — Buy

Interpublic Group of Companies — Buy (add'l)

Invesco Premier Inst — Int/Div

lonis Pharmaceuticals — None — Sold (part)

1Q Hedge Multi-Strat Tracker — None — Buy (add'l)

iShares Core US Aggregate (AGG) — Int/Div — Buy (add'l)

iShares 1-3 Treasury (SHY) — Int/Div — Sold (part)

iShares 1-3 Treasury (SHY) — Sold

iShares Gloal Infrastructure — None — Buy

iShares Gloal Infrastructure — Sold

iShares Russell 1000 — Int/Div — Buy

iShares Russell 1000 — Sold (part)

Johnson & Johnson common — Int/Div

Johnson Controls — None — Sold (part)

JP Morgan Chase & Co. — Int/Div

JP MOrgan Chase Alerian ENT — None — Buy

JP MOrgan Chase Alerian ENT — Sold

Kinder Morgan — Int/Div — Buy (add'l)

Kinder Morgan — Buy (add'l)

Kinder Morgan — Sold (part)

L-2 Technologies — Int/Div — PA VILL note 3.

Liberty Broadband S-A (LBRDA) (Y)

Liberty Broadband S-C (LBRDK) (Y)

Liberty Interactive (LVNTA) (Y)

Liberty Interactive QVC A (QVCA) — None — Buy (add'l)

Liberty Interactive QVC A (QVCA) — Sold (part)

Liberty Media Cerp Ser A SiriusXM (LSXMALY)

Liberty Media Corp Ser C SiriusXM (LSXMK) — None

Lockheed Martin — Int/Div — Sold (part)

Lord Abbett Sht Duration Inc (LDLFX) — Int/Div — Buy (add'l)

Lowes Companies — Int/Div — Buy (add'l)

Lowes Companies — Buy (add'l)

Manulife Financial common — Int/Div

Marsh & McLennan — Int/Div

Mastercaard . Inc. C1 A — Int/Div — Buy (add'l)

Mastercaard . Inc. C1 A — Buy (add'l)

Merger Fund — Int/Div

Medtronic — Int/Div — Buy (add'l)

Merck & Co. — Int/Div — Buy (add'l)

Merck & Co. — Buy (add'l)

Merck & Co. — Sold (part)

Metropolitan West Tot Ret Bd (MWTIX) — Int/Div — Buy (add'l)

Metropolitan West Tot Ret Bd (MWTIX) — Buy (add'l)

Microsoft common — Int/Div — Buy (add'l)

Microsoft common — Buy (add'l)

Mondelez Intl Inc — Int/Div

Monsanto New — Int/Div — Buy (add'l)

Monsanto New — Sold (part)

Morgan Stanley Bank cash/MM account — Interest

National Oilwell Varco — Int/Div — Sold (part)

Nestle Spon ADR — Int/Div — Buy (add'l)

Nestle Spon ADR — Buy (add'l)

Newmarket Corp (Holding) — Int/Div — Buy (add'l)

bad) — Sold (part)

Nextera Energy — Int/Div

Nielsen Holdings PLC — Int/Div — Buy (add'l)

Nike Inc. B — Int/Div — Buy (add'l)

Nike Inc. B — Buy (add'l)

Norfolk Southem — Int/Div

Novo-Nordisk ADR — Int/Div — Sold (part)

Novo-Nordisk ADR — Sold (part)

Novo-Nordisk ADR — Sold

Now Inc. (Y)

Nuance Communications Inc — None

Nucor Corp — Int/Div

Nuveen Santa Barbara Div Gr — Int/Div

Oracle Corp — Int/Div — Buy (add'l)

Oracle Corp — Buy (add'l)

O'Reilly Automotive New — None — Buy (add'l)

O'Reilly Automotive New — Buy (add'l)

O'Reilly Automotive New — Sold (part)

Packaging Corp — Int/Div

Paychex. Inc — Int/Div — Buy (add'l)

Paychex. Inc — Buy (add'l)

Parnassus Mid Cap — Int/Div — Buy (add'l)

Parnassus Mid Cap — Sold

Pentair — Int/Div

Pepsico common — Int/Div

Phzer Ine — Int/Div — Buy (add'l)

Phzer Ine — Sold (part)

Phzer Ine — Buy (add'l)

RIT) — Buy (add'l)

Phillips 66 — Int/Div — Buy (add'l)

Praxair, Inc. common — Int/Div — Buy (add'l)

Praxair, Inc. common — Buy (add'l)

Priceline Grp New — None

Principal Mid Cap (PMCPX) — Distribution

Procter & Gamble common — Int/Div

Prudential Short Term Corp Bond Z — Int/Div — Buy (add'l)

Prudential Short Term Corp Bond Z — Buy (add'l)

RBC Small Cao (RCSIX) — Int/Div — Buy

RBC Small Cao (RCSIX) — Sold

Regeneron Pharmaceuticals — None — Buy (add'l)

Regeneron Pharmaceuticals — Buy (add'l)

Regeneron Pharmaceuticals — Sold (part)

Reynolds American — Int/Div — Buy (add'l)

Reynolds American — Buy (add'l)

Reynolds American — Redeemed

Schwab Advisor Cash Reserve Fund — Interest — Closed

Schlumberger Ltd — Int/Div — Buy (add'l)

Seagate Technology PLC — Int/Div — Sold

Starbucks Corp — Int/Div — Buy (add'l)

RE¥S — Buy (add'l)

Stericyele, Inc. common — None

Target Corp — Int/Div — Buy

Target Corp — Buy (add'l)

R¥3] — Buy (add'l)

TE Connectivity — Int/Div — Sold (part)

TE Connectivity — Sold (part)

The Mosaic Co (Holding Co) — Int/Div — Sold (part)

The Mosaic Co (Holding Co) — Sold

TIX Cos New — Int/Div — Sold (part)

TIX Cos New — Sold (part)

RETH — Sold (part)

RETH — Sold

Twitter Inc — None — Buy (add'l)

Twitter Inc — Sold (part)

Union Pacific common — Int/Div — Sold (part)

UnitedHealth Group — Int/Div — Sold (part)

UnitedHealth Group — Sold (part)

Vanguard Growth Index Fund — Int/Div — Sold (part)

Vanguard Growth Index Fund — Sold

Vanguard Inflation Protected Fund — Int/Div — Buy

Vanguard Inflation Protected Fund — Sold

Vanguard Short Term Bond ETF — Int/Div — Sold (part)

Vanguard Short Term Bond ETF — Sold

Verizon Communications common — Int/Div — Buy (add'l)

Verizon Communications common — Buy (add'l)

Verizon Communications common — Sold (part)

Vertex Pharmaceuticals — None

VF Corp — Int/Div — Sold (part)

VF Corp — Sold

Virtus Insight Emrg Mkts (HIEMX) — Int/Div — Buy (add'l)

Visalne. CIA — Int/Div — Buy (add'l)

Visalne. CIA — Buy (add'l)

Visalne. CIA — Sold (part)

Voya Global RE (IGLIX) — istmbution — Buy (add'l)

Walt Disney Co Holding Co — Int/Div

WOM Focused Intl Growth — None — Sold

Weatherford Intl — None — Sold (part)

WEC Energy Group Inc — Int/Div

Wells Fargo & Co New — Int/Div — Buy (add'l)

Wells Fargo & Co New — Buy (add'l)

Wells Fargo & Co 6% Series V — Int/Div — Buy (add'l)

Western Digital Corp — Int/Div

Whirlpool Corp — Int/Div

Zoeus Inc. C1 A — None — Buy

Zoeus Inc. C1 A — Buy (add'l)

Liability — American Express — Credit Card

Reimbursement — James Wilson Institute — 11/32017-11/5.2017 — Washington, DC — Academic seminar — Travel and lodging

Spouse's income — 2107 — Contract employee, Massachusetts Department of Public Health

AR

* FRARFATE RR ARAL NLAALs RINE VFEVIYELR BR RAFLN AAA AE BARNA EL RRL Te (Hoe TY 4 Ye)

1. The trust identified m Part 1 1s a family trust. All the assets held in the trust are reported individually m Part VII but are not specifically identified mn that Part to

the trust,

2. The partial sale reduced the asset value to below the reporting threshold.

3. L-S Commuications, previously reported, changed its nameto L-3 Technologies in 2017.