Bruce J. McGiverin

2012Annual

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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

TRUST £1 (KEOGH) — Gain

Prime Fund Capital Reserve

First Bank Corp. Stock (Preferred)

Fidelity Health Mutual Fund

Fidelity Growth Mutual Fund

Fidelity Growth & Income Mutual Fund

Fidelity Technology Mutual Fund

Legg Mason Growth Mutual Fund

Legg Mason Value Mutual Fund

Oriental Trust (IRAs) — None

ROTH Diversified Growth IRAs

ROTH CD IRAs — Sold (part)

ROTHCD IRAs — Sold (part)

ROTH CD IRAs — Redeemed

Education CD IRAs — Sold (part)

Education IRAs — Buy (add'l)

CD IRAs

Regardmg the IRA accounts my family has at Oriental Trust, as histed m my report at Part VII, page 4, lines 10-17, the specific names of the types of IRA accounts

are listed below, followed by a description in parenthesis of the type of asset each account is comprised of:

=-ROTH Diversified Growth IRA (widely held managed fund; I have no discretion over assets);

--ROTH CD IRAs (certificates of deposit);

--Education CD IRAs (certificate of deposit);

=CD IRAs (certificates of deposit).

Amendment Explanations:

1. Part | reports that | am the trustee of my KEOGH Plan.

2. Part VII, line |, reports income earned by KEOGH Plan.

3. Part VII, line 16, reports purchase of additions! education IRAs.

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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Bruce J. McGiverin | Frix