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.