Helen W. Gillmor

2018Annual

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Pull out the substance of this filing.

What was filed

  • 208

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Part VII
  • Hawan Women's Legal Foundation
  • Jon Van Dyke Institute
  • Pension from State of Hawai 01/0172018-12/31/.2018)

As filed

IRA # Charles Schwab

Apple Hosp Trust — Int/Div — Buy (add'l)

Apple Hosp Trust — Buy (add'l)

Apple Hosp Trust — Buy (add'l)

Apple Hosp Trust — Buy (add'l)

Apple Hosp Trust — Sold (part)

Apple Hosp Trust — Buy (add'l)

Apple Hosp Trust — Buy (add'l)

Apollo mv — Int/Div

Aeres Dynamic Credit — Int/Div

Aeres Dynamic Credit — None — Buy (add'l)

Aeres Dynamic Credit — Buy (add'l)

Compass Diversified — Int/Div

Diana Shipping — None

Eagle Point Credit — Int/Div — Buy (add'l)

Eagle Point Credit — Buy (add'l)

HCP Reit — Int/Div

Iron Mountam — Int/Div — Sold

Industrial Logistics REIT — Int/Div — from line 32) — Part VII

Kinder Morgan — Int/Div

MercadoLibre — Int/Div — Sold (part)

Microsoft — Int/Div

Natus — None — Buy (add'l)

Patterson Companies — Int/Div

Paypal Holdings — None

Phillips 66 — Int/Div

Plains All American — Int/Div

Office Properties REIT — Int/Div — from line 32) — Part VII

Sabra Health Care — Int/Div

SPDR Gold — None — Sold

Seventy-Seven Energy (Y)

Select Income REIT (See Part VID — Int/Div

Square — None — Buy (add'l)

Square — Sold (part)

The Trade Desk — None — Sold (part)

Varonis — None — Buy (add'l)

Wisdom Tree Financial — Int/Div

Western Asset Corporate — Int/Div

Baron Asset Fund — Distribution

Gabelli Asset Fund — Distribution

Janus Research Fund — istnbution

Landus Intl Fund — Distribution

Schwab Fin Sve — Distribution

Brokerage Money Market Fund — Distribution

Brokerage Account ¥ , Charles Schwab

Money Market Fund — Distribution

Brokerage Account # 2, Charles Schwab

Scopia Partners — Distribution

IRA #2. Charles Schwab

Abiomed — None

Advent Claymore ENHCD Fund — Int/Div — Sold

Apollo Investment — Int/Div — Buy (add'l)

Ansta Networks — None

Atlantic Power — None

Blackrock Kelso — Int/Div

Cameco — Int/Div

Compass Diversified — Int/Div

Cronos — None — Buy

Eagle Point Credit — Int/Div

Frontier Communications — None — Sold

Industrial Logistics REIT — Int/Div — from line 69) — Part VII

Invesco Corp — Int/Div

Iron Mountain — Int/Div — Buy

shares Silver Trust — None — Sold

Natus Medical — None

Oaktree Capital — Int/Div — Sold

Office Properties REIT — Int/Div — from line 69) — Part VII

Prospect Capital — Int/Div

Select Income REIT See Part VII — Int/Div

Stitchfix — None — Buy

Stitchfix — Buy (add'l)

Talend — None

Money Market Fund — Distribution

Brokerage Act. # 3, Charles Schwab

Appin Corp — None — Buy (add'l)

Appin Corp — Buy (add'l)

Appin Corp — Buy (add'l)

Appin Corp — Buy (add'l)

Apple Corp — Int/Div

Access Nabonal — Int/Div — Buy

Access Nabonal — Sold

Banco Latino Amen — Int/Div — Buy

Banco Latino Amen — Buy (add'l)

Baozun Inc — None — Buy

Baozun Inc — Buy (add'l)

Baozun Inc — Buy (add'l)

Baozun Inc — Buy (add'l)

Baozun Inc — Buy (add'l)

Baozun Inc — Buy (add'l)

Bank of America — Int/Div

Bank of the Internet — None — Sold (part)

Bank of the Internet — Sold (part)

Camden National — Int/Div — Sold (part)

Camping World Holding — Int/Div — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Cognex Corp. — None — Buy

Cognex Corp. — Buy (add'l)

Cognex Corp. — Sold

Celgene Corp — None

Compass Diversified — Int/Div

Control 4 Corp — None

Costco Wholesale — Int/Div

CVS/Caremark — Int/Div

Employers’ Holding — Int/Div

Equity Commonwealth — None — Sold

Exxon Mobil — Int/Div

Farmland Partners REIT — Int/Div — Buy (add'l)

Farmland Partners REIT — Buy (add'l)

Farmland Partners REIT — Buy (add'l)

Farmland Partners REIT — Buy (add'l)

Farmland Partners REIT — Buy (add'l)

Farmland Partners REIT — Buy (add'l)

Frontier Com — Int/Div — Sold

Gentex Comp — Int/Div — Sold

Hubspot — None — Buy

1-VL, Inc — None — Buy

1-VL, Inc — Buy (add'l)

Robot — None

Industrial Logistics REIT — Int/Div — Buy

Industrial Logistics REIT — Buy (add'l)

Industrial Logistics REIT — from line 153) — Part VII

Kinder Morgan — Int/Div

LG! Homes. Inc — None — Buy (add'l)

Lumenton Holdings — None

Mongo Data Base Inc — None — Buy

Mongo Data Base Inc — Buy (add'l)

Mongo Data Base Inc — Buy (add'l)

Mongo Data Base Inc — Buy (add'l)

New Relle. Inc — None — Buy

NIC Inc — Int/Div — Buy (add'l)

NIC Inc — Buy (add'l)

NIC Inc — Buy (add'l)

NIC Inc — Buy (add'l)

NVS Global Inc — None — Buy

Oaktree Capital — Int/Div — Buy (add'l)

Oaktree Capital — Buy (add'l)

Oaktree Capital — Buy (add'l)

Office Properties REIT — Int/Div — from line 153) — Part VII

Pega Systems, Inc — None — Buy

Paycom Software Inc — None

Paypal Holdings — None

Proctor & Gamble — Int/Div

QTWO Holdings, Inc — None — Buy

QTWO Holdings, Inc — Buy (add'l)

QTWO Holdings, Inc — Buy (add'l)

Select Income Realty — Int/Div — Buy

Select Income Realty — Buy (add'l)

Select Income realty (Y) See Part VIII

Splunk, Inc — None

Square, Inc — None — Buy (add'l)

Synchrony Financial — Int/Div — Sold (part)

Tableau Software. Inc — None — Buy

Tableau Software. Inc — Sold

Telecdoc, Inc — None — Buy

The Trade Desk Inc — None — Sold (part)

The Trade Desk Inc — Sold (part)

Travelers Companies — Int/Div

Trupanion Inc — None — Buy (add'l)

Twilio Inc — None — Sold

Universal Display Co — None — Buy (add'l)

Universal Display Co — Buy (add'l)

Wabtec — Int/Div — Sold

WIX Com Ltd — None — Buy

Harbor Int'l Fund — Int/Div — Sold

Shares Core S&P — Int/Div — Sold

Shares Mid-Cap — Int/Div — Sold (part)

Shares Small-Cap — Int/Div — Sold (part)

Shares Small-Cap — Sold (part)

Shares Core MSC EAFE — Int/Div — Sold (part)

Shares Core MSC EAFE — Sold (part)

Shares Core MSC EAFE — Sold (part)

Shares Core MSC EAFE — Sold (part)

Shares Core MSC EAFE — Sold

Shares Core MSC EMG MKTS — Int/Div — Sold

Brokerage Money Market — istmbution

NON-MAR-FBO Trust # , Kevbank

Abbott Labs — Int/Div

Celgene — None — Sold

CVS/Caremark — Int/Div — Sold

Exxon Mobil — Int/Div

Oracle Corp — Int/Div — Sold

Proctor and Gamble — Int/Div

Starbucks Corp — Int/Div — Sold

Walt Disney Co — Int/Div

America Beacon Brigeway — Int/Div — Buy (add'l)

Harbor Int] Fund — Int/Div — Sold

Ishares Core S+P 500 — Int/Div

Ishares Core MSCI Edge — Int/Div

Ishares Core MSC EAFE — Int/Div

Ishares Small Cap — Int/Div

Ishares Mid Cap — Distribution — Sold (part)

JP Morgan US Equity — Int/Div

Goldman Sachs Int] Fund — Int/Div — Buy

Neuberger Berman Emerging Mkts — Int/Div

KT Short Term Fund — Distribution

Penobscot Trading Co Ltd., Honolulu HI — None

Insurance Policies

New York Life <-Whole Life Ins — Int/Div

New York Life <Whole Life Ins — Int/Div

MONY - Whole Life Ins — Int/Div

Washington National Life-Whole Life Ins — None

Director, Hawan Women's Legal Foundation

Director, Jon Van Dyke Institute

Spouse's income — 101122018 — Pension from State of Hawai 01/0172018-12/31/.2018)

Select Income Realty spun off shares of Industrial Logistics REITand Office Properties REIT on 12/28/18. thereafter, select Income Properties ceased to exist.

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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