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.