# George A. O'Toole jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11819

## Record

- **Judge:** George A. O'Toole jr
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 29

## Text

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)
Adobe Systems — Buy (add'l)
Adobe Systems — Buy (add'l)
Adobe Systems — Buy (add'l)
Align Technology — None — Buy (add'l)
Align Technology — Buy (add'l)
Align Technology — Buy (add'l)
Align Technology — Buy (add'l)
Align Technology — Sold (part)
Align Technology — Sold (part)
Align Technology — Sold (part)
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)
Altria Group — Buy (add'l)
Altria Group — 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)
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 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 Low Dur Bd Inv Inst — Buy (add'l)
Blackrock Low Dur Bd Inv Inst — 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)
Brookfield Global Listed RE — 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)
Calamos Market Neutral Inc — 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)
Camival CP New Paired — Buy (add'l)
Camival CP New Paired — Buy (add'l)
Celgene — None — Buy (add'l)
Celgene — 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)
Chevron common — 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 — Buy (add'l)
Cincinnati Financial Oho — Sold (part)
Cisco Systems — Int/Div — Buy (add'l)
Cisco Systems — Buy (add'l)
Cisco Systems — Buy (add'l)
Cisco Systems — Buy (add'l)
Cisco Systems — Buy (add'l)
Cisco Systems — 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)
Clearbridge Aggessive Growth (SAGYX) — Buy (add'l)
Clearbridge Aggessive Growth (SAGYX) — 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. — Buy (add'l)
Coca Cola Co. — 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)
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)
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)
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. — 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)
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)
Duke Energy — Buy (add'l)
Eli Lilly — Int/Div — Buy (add'l)
Eli Lilly — 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)
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)
Gartner Inc — Buy (add'l)
General Dynamics — Int/Div — Buy (add'l)
General Dynamics — Buy (add'l)
General Dynamics — Buy (add'l)
General Electric — Int/Div — Buy (add'l)
General Electric — Buy (add'l)
General Electric — Buy (add'l)
General Electric — Sold (part)
General Electric — Sold (part)
General Mills — Int/Div — Buy (add'l)
General Mills — Buy (add'l)
General Mills — Buy (add'l)
General Motors — Int/Div — Sold (part)
General Motors — 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 — Buy (add'l)
Harding Loevuer Intl Equity — Buy (add'l)
Harding Loevuer Intl Equity — Buy (add'l)
Harding Loevuer Intl Equity — Sold (part)
Harding Loevuer Intl Equity — Sold (part)
Hasbro, Inc — Int/Div — Buy (add'l)
Hasbro, Inc — Buy (add'l)
Hasbro, Inc — Buy (add'l)
Hasbro, Inc — Buy (add'l)
Hasbro, Inc — Sold (part)
Hasbro, Inc — Sold (part)
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)
Intel — Buy (add'l)
Intel — Buy (add'l)
Intel — Buy (add'l)
Interpublic Group of Companies — Int/Div — Buy
Interpublic Group of Companies — Buy (add'l)
Interpublic Group of Companies — Buy (add'l)
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 — 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)
Lowes Companies — Buy (add'l)
Lowes Companies — 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. — 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)
Metropolitan West Tot Ret Bd (MWTIX) — Buy (add'l)
Metropolitan West Tot Ret Bd (MWTIX) — Buy (add'l)
Metropolitan West Tot Ret Bd (MWTIX) — Buy (add'l)
Metropolitan West Tot Ret Bd (MWTIX) — Buy (add'l)
Metropolitan West Tot Ret Bd (MWTIX) — Buy (add'l)
Microsoft common — Int/Div — Buy (add'l)
Microsoft common — Buy (add'l)
Microsoft common — Buy (add'l)
Microsoft common — Buy (add'l)
Microsoft common — Buy (add'l)
Microsoft common — 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)
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 (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)
Oracle Corp — 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 — Buy (add'l)
O'Reilly Automotive New — Buy (add'l)
O'Reilly Automotive New — 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)
Paychex. Inc — 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)
Phzer Ine — Buy (add'l)
RIT) — 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)
Regeneron Pharmaceuticals — Sold (part)
Reynolds American — Int/Div — Buy (add'l)
Reynolds American — Buy (add'l)
Reynolds American — 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)
Target Corp — Buy (add'l)
Target Corp — Buy (add'l)
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 (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 — 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)
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 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)
Zoeus Inc. C1 A — Buy (add'l)
Zoeus Inc. C1 A — Buy (add'l)
Zoeus Inc. C1 A — Buy (add'l)
Zoeus Inc. C1 A — Buy (add'l)
Zoeus Inc. C1 A — Buy (add'l)
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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11819. Public record. Not legal advice.