L. Paige Marvel

2015Annual

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What was filed

  • 283

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 4

    debts

  • 2

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Parmership #1
  • 529 Acct, 44
  • Aspen Publishers
  • Washington University in St. Louis
  • U.S. Dept. of Education
  • Emory Umversity
  • ABA Section of Taxation
  • ABA National Institute on Tax Controversites
  • Maryland State Retirement Agency distribution (457 Plan)
  • Maryland Teachers and State Employees distribution
  • Fidelity Rollover IRA distnbution

As filed

33% pship. interest, Margaret's Landing Partnership — None

USAA Subscribers Savings Account — Distribution

USAA Fed. Savings Bank Accts. #1 — Interest

USAA Fed. Savings Bank Accts, #2 — Interest

MX&T Bank accts. #1 — Interest

MET Bank accts. #2 — Interest

T. Rowe Price Acct. (H):

Growth Stock Fund — Distribution — Buy (add'l)

Marvland Bond Fund — Int/Div — Sold (part)

Marvland Bond Fund — Sold (part)

RBC Brokerage Acct. (H)

Shares. AT&T Inc — Int/Div

Common, Bristol Myers Squibb Co — Int/Div

Common, Centerpoint Energy Inc — Int/Div

Shares, Covidien PLC — Int/Div — with line 20)

Common, Exxon Mobil Corp — Int/Div

Common, Fresenius Med Care Aktiengesellschaft ADR — Int/Div

Common. General Electric Co. — Int/Div

Shares, Mallinckrodt PLC — None

Common, Medtronic PLC — Int/Div — Open

Shares, Pentair PLC — Int/Div

Common, Pfizer Inc — Int/Div

Shares, PNC Financial Services Group, Inc. — Int/Div

Shares, TE Connectivity Ltd. — Int/Div

Shares, Tyco Intl PLC (name change) — Int/Div

Shares. UDR Inc — Int/Div

Shares, Verizon Communications — Int/Div

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Int/Div — Buy (add'l)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Fidelity Brokerage Rollover IRA (H)

Fudelity New Markets Income — Int/Div

Spartan 500 Index — Int/Div

52 — istnibution

Fidelity Strategic Real Return — Int/Div

Fidelity Contrafund — Int/Div — Sold (part)

$5 — Distribution

Fidelity Equity-Income — Int/Div

£7 — Distribution

Fudelity GNMA Fund — Int/Div

Fidelity Total Bond — Int/Div — Buy

Fidelity Government Income — Distribution

Fidelity New Millenium — Int/Div

62 — Distribution

Fidelity Low-Priced Stock — Int/Div

64. — Distribution

Fidelity Select Biotechnology — Distribution

Farrholme Fund — Int/Div

67 — Distribution

Oakmark Select — Int/Div

Loomis Sayles Bond Retail Shares — Int/Div

0. — Iistnbution

Pimco Real Return Class D — Int/Div

Permanent Portfolio — Int/Div

73, — Distribution

Vanguard Inflation Protected Secs — Int/Div

Wasatch Ultra Growth — Distribution

Wasatch International Growth — None

Common, Novocure LTD — None — Buy

Shares, Seaspan Corp. — Int/Div

Shares, Berkshire Hathaway Inc. CIB — None

CPFL Energia S A Sponsored ADR — Int/Div — Sold

Shares, EMC Corp. — Int/Div

Shares, First Tr ISE Chindia Index FD — Int/Div

Shares, Goldman Sachs Group Inc — Int/Div

Common, Intrexon Corp — None — Buy

Shares, Greenhaven Continuous Commodity Index Fund — None — Sold

ISHARES INC. MSSCI Bric Index Fund — Int/Div — Sold

ISHARES INC. MSC Singapore Index FD — Int/Div

ISHARES INC. MSCI Malaysia Free Index FD — None — Sold

JPMorgan Chase & Co. Alerian MLP Index ETN — Interest

Common, Lundin Mng Corp. — None — Sold

Shares, Potash Corp Sask Inc — None — Sold

Shares, Vale SA ADR — None — Sold

Shares, Wisdomtree Emerg. Mkts Equity Income Fund — Int/Div

Common, Ziopharm Oncology — None — from line 84)

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 — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

T.RowePrice Rollover IRA (H):

T. Rowe Price Capital Appreciation — Int/Div — Buy (add'l)

107 — Distribution

Rowe Price Emerging Markets Stock — Int/Div

Rowe Price Equity Income — Int/Div — Sold (part)

110. — Distribution

Rowe Price Equity Index S00 — Int/Div — Sold (part)

Rowe Price Health Sciences — Distribution

Rowe Price International Discovery — Int/Div

114. — Distribution

Rowe Price Latin America — None — Sold (part)

Rowe Price Latin America — Sold

Rowe Price Mid-Cap Value — Int/Div

118. — Distribution

Rowe Price New Asia — Int/Div

Rowe Price New Horizons — Distribution

Rowe Price Science & Technology — istmbution

Rowe Price Small-Cap Value — Int/Div

123. — Distribution

Rowe Price Emerging Markets Bond — Int/Div

Rowe GNMA — Int/Div

Rowe High Yield — Int/Div

Rowe US Treasury Intermediate — Int/Div

128. — Distribution

Rowe Prime Reserve — Int/Div — Buy

Rowe Prime Reserve — Buy (add'l)

Fidelity Traditional IRA Acct. (H):

Shares, CNOOC Limited ADS EACH REP 100 ORD HKDO 02 — Int/Div

Common, Berkshire Hathaway — None

Shares, Seaspan Corporation — Int/Div

Common, Vaalco Energy Inc — None — Sold

Common, Intrexon Corp. — None — Buy

Common, Ziopharm Oncology Inc — None — from line 136)

Dreyfus Opportunisti Midcap Value CL A Fund — Distribution

Teton Westwood Mighty Mites FD — Distribution

Fiudelity Cash Reserves — Int/Div — Buy (add'l)

Fiudelity Cash Reserves — Sold (part)

RBC IRA Acct. (H):

Ishares Tr Nasdaq Biotech Index Fund — Int/Div

Powershares QQQ Trust Unit Ser. — Int/Div

MD State Retirement Plan - Sec. 457(b) Acct, (HY: — Closed

Shares. Euro Pacific Growth Fund A — Int/Div — Sold

Shares, PIMCO Total Return Fund — Int/Div — Sold

Shares, Vanguard Inst], Index Fund — Int/Div — Sold

IRA Accts. - American Century (H): — Closed

Equity Income Stock Fund — None — Buy (add'l)

Equity Income Stock Fund — Sold

Emerging Markets Stock Fund — None — Sold

CMG Focus Fund — None — Sold

IRA Acct. - Greenspring Fund, Inc — Int/Div — Redeemed

IRA Acct. - Greenspring Fund, Inc — Closed

SEP Acct. - Greenspring Fund, Inc — Int/Div — Redeemed

SEP Acct. - Greenspring Fund, Inc — Closed

RBC Roth IRA (MH):

Shares, Nationwide Mut Fds New Highmark Value FD (renamed) — Int/Div — Sold

Shares, Factorshares Trust Purefunds ISE Cyber Security ETF — None — Buy

Shares, Factorshares Trust Purefunds ISE Cyber Security ETF — Sold (part)

Vanguard Rollover IRA (H)

Shares. Convertible Securities — Int/Div — Buy (add'l)

Shares. Convertible Securities — Distribution — Buy (add'l)

Shares, Dividend Growth Fund — Int/Div — Buy (add'l)

Shares, Dividend Growth Fund — istnibution — Buy (add'l)

Shares. Wellesley Income Fund — Int/Div — Buy (add'l)

Shares. Wellesley Income Fund — Distribution — Buy (add'l)

RBC Jomt Brokerage Acct. (H)

Common, Apple, Inc — Int/Div

Common, Walt Disney Co. — Int/Div

Common. Tesla Motors Inc — None — Buy

US Govt. Money Market Fund RBC Reserve Class — Int/Div — Sold (part)

USAA Investment Acct. (H):

USAA Cornerstone Moderate Fund (formerly Balanced Str.) — None — Sold

USAA S&P S00 Index Fund — Int/Div — Buy

USAA S&P S00 Index Fund — Sold

USAA Value Fund — Int/Div

179. — Distribution

RBC IRA/A Acct. (H):

Shares, Advent Claymore Conv Sec & Income Fund — Int/Div

Shares, Alps ETF Tr Alerian MLP — Int/Div

Common, Amgen Inc — Int/Div

Shares. BCE Inc. New — Int/Div

Shares, Blackrock Global Energy and Resources Trust — Int/Div

Shares, Factorshares Trust Purefunds ISE Cyber Security ETF — None — Buy

Common, Caterpillar Inc — Int/Div — Sold

Note, Citigroup Inc. 6.875% SER K DEP SHS REPSTG 1/1000TH INT — Int/Div

Shares, Doubleline Opportunistic Credit Fund — Int/Div — Buy

Shares, First Trust Preferred Securities & Income ETF — Int/Div — Buy

Shares, Compass Diversified Trust — Int/Div — Sold

Shares, Cushing Renaissance Fund — Int/Div — Sold

Shares, Cushing Royalty & Income Fund — Int/Div — Sold

Shares, Eaton Vance Tax Advantaged Dividend Income Fund — Int/Div

Shares, Frontier Communications Corp Ser B — None — Sold

Common. General Electric Co. — Int/Div

Shares, Shares International Select Dividend ETF — Int/Div

Shares, Kinder Morgan Inc — Int/Div

Note. Lowes Cos. Inc., Due 9/15/17. 6.1% — Interest

Shares. MFS Value Fund A — Int/Div — Buy (add'l)

2m — istnibution

Common, Microsoft Corp. — Int/Div

Shares. Novartis A G ADR — Int/Div

Common, Pepsico Incorporated — Int/Div

Common, Sysco Corporation — Int/Div

Common, Under Armour Inc. CL A — None

Shares, Vanguard Intl. Eq. Index FDS Emerg. Markets Fund — Int/Div

Shares, Vanguard Sector Index FDS Vanguard Industrials ETF — Int/Div

Shares, Vanguard Sect. Index FDS Information Technology ETF — Int/Div

Common, Verizon Communications — Int/Div

Shares Victory Portfolios Munder Growth Opportunities FD C — Distribution — Buy (add'l)

Common, Welltower Inc. (formerly Health Care REIT Inc.) — Int/Div — Buy

Shares, US Govt. Money Market Fund (RBC) — Int/Div — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Sold (part)

Shares, US Govt. Money Market Fund (RBC) — Sold (part)

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)

Shares, US Govt. Money Market Fund (RBC) — prt)

RBC IRA/B Acct. (H):

Common, AT&T Inc — Int/Div

Shares, Blackrock Resources & Commodities Strategy Trust — Int/Div — Sold

Common, Bristol Meyers Squibb Co — Int/Div

Common, Callaway Golf Co. — None — Sold

Shares, Cohen & Steers Infrastructure Fund Inc. — Int/Div

Common, El Lilly & Co. — Int/Div

Shares, Gabelli Dividend & Inc Trust — Int/Div

Shares, Gabelli Global Small & Mid Cap Value Tr Com — None

Common. General Mills. Inc — Int/Div

Common, Gladstone Commercial Corporation — Int/Div

Common. Johnson & Johnson — Int/Div

Common, Kinder Morgan Inc — Int/Div

Shares, Pembina Pipeline Corp. — istmbution

Shares, Pimco Dynamic Income Fund — Int/Div

235 — Distribution

Common, Under Armour Inc — None — Buy

Shares, Vanguard World Funds- Vanguard Health Care ETF — Int/Div

Shares, Vanguard REIT ETF — Int/Div — Buy

Shares Victory Portfolios Munder Growth Opportunities A — Distribution — Buy (add'l)

Shares, US Govt. Money Market Fund RBC Reserve Class — Int/Div — Buy (add'l)

Shares, US Govt. Money Market Fund RBC Reserve Class — Sold (part)

Shares, US Govt. Money Market Fund RBC Reserve Class — Buy (add'l)

Shares, US Govt. Money Market Fund RBC Reserve Class — Sold (part)

Shares, US Govt. Money Market Fund RBC Reserve Class — Buy (add'l)

Rollover IRA - USAA FSB (H):

Shares. USAA Value Fund — Int/Div

Vanguard Investment Acct. (H):

Shares. Inflation-Protect Sec Inv — Int/Div

Shares. Balanced Index Fund — Int/Div — Sold (part)

Shares. Prime Money Mkt. Fund — Int/Div — Buy

Shares. Prime Money Mkt. Fund — Buy (add'l)

Shares. Prime Money Mkt. Fund — Sold (part)

Shares. Prime Money Mkt. Fund — Sold (part)

Shares, Small-Cap Value Fund — Int/Div

Shares, U.S. Growth Fund — Distribution — Sold (part)

256. — Int/Div

Shares, IShares Technology ETF — Int/Div — Buy

Shares, S&P Biotech ETF — Int/Div — Buy

Shares, S&P Biotech ETF — Sold

Child No. RBC Acct. (H):

Shares, Berkshire Hathaway CL B Inc — None

Child. No. 2 RBC Acct. (H):

Shares, Berkshire Hathaway CL B Inc — None

529 Acct. - Vanguard (Child 1): Income Fund — Int/Div

REH Irrevocable Trust (H):

Fidelity Inherited IRA (H):

Shares, Fidelity Focused Stock Fund — Int/Div

Shares, Fidelity Low Priced Stock Fund — Int/Div

Fidelity Cash Reserves — Int/Div

Promissory Note from Vicki A. Marvel, 6% — Interest

M&T Money Market Acct — Interest

LHH Revocable Trust (MH):

Fidelity Roth IRA (H):

Shares, Fidelity Contrafund — Distribution

Share. Fidelity Focused Stock Fund — Int/Div

Shares, Fidelity Select Biotechnology — Int/Div

M&T Money Market Acct — Interest

TIC Fidelity Trust Acct (H).

Shares, Fidelity Municipal Inc — Int/Div

Shares, Fidelity Government Income — Int/Div

Shares, Fidelity Intermediate Mum Income — Int/Div

Fidelity Cash Reserves — Int/Div

Bank of Oklahoma (BOO) Checking Acct — Interest

Parmer, Parmership #1

Custodian, 529 Acct, 44

Gift — Aspen Publishers — Complimentary copy, Mergers, Acquisitions & Buyouts, and update for prof, use — $600.00

Liability — Washington University in St. Louis — Tuition Payment Plan Loan

Liability — U.S. Dept. of Education — Student Loans

Liability — Washington University in St. Louis — Student Loans

Liability — Emory Umversity — Student Loans

Reimbursement — ABA Section of Taxation — September 17-19, 2015 — Chicago, IL — Speak at CLE Program — Travel, Lodging, Food, Parking

Reimbursement — ABA National Institute on Tax Controversites — December 9-11, 2015 — Las Vegas, Nevada — Speak at CLE Program — Travel, Lodging, Food, Parking

Spouse's income — 2015 — Maryland State Retirement Agency distribution (457 Plan)

Spouse's income — 2015 — Maryland Teachers and State Employees distribution

Spouse's income — 2015 — Fidelity Rollover IRA distnbution

2015 Report, lines 145-157: My husband consolidated several of his retirement accounts during 2015. He arranged for the assets in each of the accounts shown

on lines 145-157 to be sold, und then he transferred the cash balances to other existing IRA accounts (Fidelity and Vanguard) in order to simplify his holdings and

better manage them. | have tried to describe these events accurately but, because there is no "transfer" action listed on the drop down menu, | showed several of

the accounts in question as "Closed" on the header lines.

2015 Report generally: If assets appear that were not listed on my 2014 Amended Report and there is no explanation for how they got on the form, it is usually

because the asset increased in value and | did not insert the obligatory (X) or (Y). | can never seem to report the ebb and flow in asset value correctly and have

decided to include everything except the most de minimus of assets,

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.

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