Liam O'Grady

2013Annual

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What was filed

  • 208

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Pauline Newman Inns of Court, June 2013 to June 2014

As filed

Exxon Mobil Stock — Int/Div

Suntrust Money Market — Interest

Suntrust IRA — Interest

Wells Fargo IRA — Interest

Brokerage Account #1 (Nos. 5 through 77)

Visa Incorporated — Int/Div — Buy

Amphenol Corp — Int/Div

Aflac Inc Stock — Int/Div

Abbott Labs Stock — Int/Div — Sold (part)

Bard CR — Int/Div

Baxter International — Int/Div — Sold

ADP. Inc — Int/Div — Sold (part)

AT&T — Int/Div

AGL Res Incorporated — Int/Div — Buy

American Express — Int/Div — Sold (part)

Colgate Stock — Int/Div

Dover Corp Stock — Int/Div — Sold (part)

Raymond James & Associates Checking Account — Interest

Nextra Energey Inc — Int/Div

Anadarko Petroleum — Int/Div

Cogmzant Technology — None

Cemer Corporation — Int/Div — Buy

Dominion Resources, Inc — Int/Div

General Dynamics Stock — Int/Div — Sold

General MLS Inc — Int/Div — Sold (part)

Fiserv Incorporated — Int/Div — Buy

IBM Stock — Int/Div

Becton Dickinson Corp — Int/Div — Sold (part)

Johnson & Johnson Stock — Int/Div — Sold (part)

Chevron Corporation — Int/Div

Dollar Tree — None — Sold

WW Grainger Stock — Int/Div — Sold (part)

Nike, Inc. Class B — Int/Div

McCormick & Company — Int/Div

Allergan, Incorporated — Int/Div — Sold (part)

Genume Parts Company — Int/Div — Buy

Nhinois Tool Works Stock — Int/Div — Sold (part)

Amazon.com — None — Sold (part)

Sigma Aldrich Corporation — Int/Div — Sold (part)

EMC Corp. — Int/Div — Sold

Pepsico Stock — Int/Div — Sold (part)

Ecolab, Inc — Int/Div

Schlumberger Stock — Int/Div — Sold (part)

Stryker Stock — Int/Div

Roval Dutch Shell — Int/Div

Sysco Stock — Int/Div — Sold

Wal-Mart Stock — Int/Div

Amensourcebergen — Int/Div — Sold (part)

Ball Corporation — Int/Div

Danaher Corp. Stock — Int/Div — Sold (part)

Concoco Phillips — Int/Div

Cisco Systems Stock — Int/Div — Sold

Home Depot — Buy

United Technologies Stock — Int/Div — Sold (part)

Costco Wholesale Stock — Int/Div

Amgen Stock — Int/Div — Sold (part)

Express Scripts, Inc — None

Microsoft Stock — Int/Div

Oracle Corp. — Int/Div

Proctor & Gamble Stock — Int/Div — Sold (part)

Church & Dwight — Int/Div — Sold (part)

Clorox Company — Int/Div — Sold (part)

Walgreen Stock — Int/Div

McDonalds — Int/Div — Buy

Emerson Electric Stock — Int/Div

Fastenal Company — Int/Div

Fastenal Company — Int/Div — Sold (part)

Google, Inc — None — Sold (part)

JP Morgan Chase Stock — Int/Div — Sold (part)

Stenicycele, Inc — None — Sold (part)

Target Corporation Stock — Int/Div

Praxair, Incorporated — Int/Div

Verizon, Inc — Int/Div

Qualcomm, Inc — None — Buy

Roper Industries — Int/Div

Thermo Fisher Dynamic — Int/Div — Sold (part)

OReilly Automotive — None

Jefferson Pilot Ins. Policy — Interest

Dreyfus Prem Worldwide Stock — Int/Div

Trust No. (items 81-186) — Int/Div

Mamstay Funds, Lg. Cap Growth — Sold (part)

Mamstay Funds, Lg. Cap Growth — Sold (part)

Mamstay Funds, Lg. Cap Growth — Sold (part)

Mamstay Funds, Lg. Cap Growth — Sold

Nationwide Geneva Mid Cap Growth — Buy

Nationwide Geneva Mid Cap Growth — Buy

Nationwide Geneva Mid Cap Growth — Sold (part)

Nationwide Geneva Mid Cap Growth — Sold (part)

Nationwide Geneva Mid Cap Growth — Sold (part)

Nationwide Geneva Mid Cap Growth — Buy

Nationwide Geneva Mid Cap Growth — Sold (part)

Fidelity Advisor Int Muni — Buy

Fidelity Advisor Int Muni — Buy

Fidelity Advisor Int Muni — Buy

Fidelity Advisor Int Muni — Buy

Fidelity Advisor Int Muni — Buy

Fidelity Advisor Int Muni — Sold (part)

Fidelity Advisor Int Muni — Sold (part)

MFS Value Fund CLI — Buy

MFS Value Fund CLI — Buy

MFS Value Fund CLI — Sold (part)

Buffalo Small Cap Fund — Sold (part)

Buffalo Small Cap Fund — Sold

Buffalo Small Cap Fund — Buy (add'l)

Buffalo Small Cap Fund — Buy (add'l)

Dodge & Cox #145 — Sold (part)

Dodge & Cox #145 — Sold (part)

Dodge & Cox #145 — Sold (part)

Dodge & Cox #145 — Sold (part)

Dodge & Cox #145 — Sold

American Century Growth Fumd - Instl — Buy

American Century Growth Fumd - Instl — Buy

American Century Growth Fumd - Instl — Buy

American Century Growth Fumd - Instl — Sold (part)

American Century Growth Fumd - Instl — Sold (part)

BMO Intermediate Tax Free Fund — Buy

BMO Intermediate Tax Free Fund — Buy

BMO Intermediate Tax Free Fund — Buy

BMO Intermediate Tax Free Fund — Sold (part)

Thornburg Ltd Term Muni Fund — Buy (add'l)

Thornburg Ltd Term Muni Fund — Buy (add'l)

Thornburg Ltd Term Muni Fund — Buy (add'l)

Thornburg Ltd Term Muni Fund — Sold (part)

Thornburg Ltd Term Muni Fund — Sold (part)

Thornburg Ltd Term Muni Fund — Sold (part)

Inivesco Diversified Dividend Fd. — Buy (add'l)

Inivesco Diversified Dividend Fd. — Sold (part)

Inivesco Diversified Dividend Fd. — Sold (part)

Inivesco Diversified Dividend Fd. — Sold (part)

Inivesco Diversified Dividend Fd. — Sold (part)

Inivesco Diversified Dividend Fd. — Sold (part)

Imivesco Int'l.. Growth Fd. — Buy

Imivesco Int'l.. Growth Fd. — Buy

Imivesco Int'l.. Growth Fd. — Buy

Imivesco Int'l.. Growth Fd. — Buy

Imivesco Int'l.. Growth Fd. — Sold (part)

Imivesco Int'l.. Growth Fd. — Sold (part)

American Century Small Cap Value Inst — Buy (add'l)

American Century Small Cap Value Inst — Buy (add'l)

American Century Small Cap Value Inst — Buy (add'l)

American Century Small Cap Value Inst — Sold (part)

American Century Small Cap Value Inst — Sold (part)

American Century Small Cap Value Inst — Sold (part)

American Century Small Cap Value Inst — Sold (part)

JP Morgan Mid-Cap Value Fd — Buy (add'l)

JP Morgan Mid-Cap Value Fd — Buy (add'l)

JP Morgan Mid-Cap Value Fd — Buy

JP Morgan Mid-Cap Value Fd — Sold (part)

JP Morgan Mid-Cap Value Fd — Sold (part)

JP Morgan Mid-Cap Value Fd — Sold (part)

JP Morgan Mid-Cap Value Fd — Sold (part)

JP Morgan Large Cap Growth SL Fd — Sold (part)

JP Morgan Large Cap Growth SL Fd — Sold (part)

JP Morgan Large Cap Growth SL Fd — Sold (part)

JP Morgan Large Cap Growth SL Fd — Sold (part)

JP Morgan Large Cap Growth SL Fd — Sold (part)

MFS Resh Int'l. Fd — Sold (part)

MFS Resh Int'l. Fd — Sold (part)

MFS Resh Int'l. Fd — Buy

MFS Resh Int'l. Fd — Buy

MFS Resh Int'l. Fd — Buy

Virtus Emergimg Markets Opportunity — Buy (add'l)

Virtus Emergimg Markets Opportunity — Buy (add'l)

Virtus Emergimg Markets Opportunity — Buy

Virtus Emergimg Markets Opportunity — Buy

Virtus Emergimg Markets Opportunity — Buy

Virtus Emergimg Markets Opportunity — Sold (part)

Virtus Emergimg Markets Opportunity — Sold (part)

Ivy Municipal High Income Fund — Buy

Ivy Municipal High Income Fund — Buy

Ivy Municipal High Income Fund — Buy

Ivy Municipal High Income Fund — Buy

Virtus Small-MidCap Fund — Buy

Virtus Small-MidCap Fund — Buy

Virtus Small-MidCap Fund — Sold (part)

Virtus Small-MidCap Fund — Sold (part)

Regions Trust MMA

Life Insurance Dixie National

Life Insurance Liberty National

Burke & Herbert Cking/ Money Market — Interest

United Security Bancshares — None

Burke & Herbert 529 Plan - cash — Interest

Burke & Herbert 529 Plan - cash — Interest

IRA - PNC Financial Services — Interest

Undivided Int. Timberland Choctaw County, AL — Rent

Undivided Int Timberland Wayne County. MS — Rent

Undivided Mineral Interest Choctaw County, AL — Rovalty

Undivided Mineral Interest Clark & Wayne County, MS — Rovalty

Undivided Mineral interest Mobile County, AL — Rovalty

IRA - Mernll Lynch (198-215) — Int/Div

Cohen & Steers Realty

Fidelity Advisor New

Invesco Diversified Divided — Buy

JP Morgan Strategic

Lord Abbett Convertible

Lord Abbett Value — Sold

Metropolitan West Total

MFS Utilities Fd

Nuveen Mtg Opportunity

Oppenheimer Developing

JP Morgan Mid Cap — Buy

Matthews Asia Divided — Buy

Rovee Total Return Fund

Thornburg International

Doubleline Total Return Fund

Pimco Foreign Bond Fund

Pimco All Asset All

Yacktman Fund CL Service — Sold

President, Pauline Newman Inns of Court, June 2013 to June 2014

In Section VIL, Item number 77 (O'Reilly Automotive) was madvertently omitted from the 2012 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.

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