Maureen P. Kelly

2017Annual

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What was filed

  • 73

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Allegheny County Bar Association
  • Architect, S-Corp, Hayes Design Group « Architects, Inc - W2 and K 1 (Employee & 100% Shareholder)

As filed

Schwab retirement inherited IRA (H)

Cash & Cash Equivalents — None

Large Domestic Equity Berk Hathaway class B — istnibution — Sold (part)

PNC Savings Account — Interest

PNC Savings Account — Interest

Schwab Brokerage Account (H)

Large US Equity Berk Hath new Class B — None — Sold (part)

Large US Equity Polen Growth Fund — Int/Div — Buy (add'l)

Large US Equity Polen Growth Fund — Sold (part)

Large US Equity Polen Growth Fund — Sold (part)

Large US Equity Dodge & Cox Stock Fund — None — Sold

Large US Equity Yacktman Focused Inst — Int/Div — Buy (add'l)

Large US Equity Yacktman Focused Inst — Sold (part)

Large US Equity Touchstone Sands Capital — None — Sold (part)

Large US Equity Touchstone Sands Capital — Sold

Large US Equity Fairholme Fund — None — Sold (part)

Large US Equity Fairholme Fund — Sold

Large US Equity Jensen Quality Growth Fd — Int/Div — Sold (part)

Large US Equity Chase Investment Counsel — None — Sold (part)

Large US Equity Chase Investment Counsel — Sold

Large US Equity American Express Company — Int/Div

Large US Equity Harbor Cap Appreciation — None — Sold

Large US Equity Kinetics Paradigm Fund cll — None — Buy (add'l)

Large US Equity Longleaf Partners Fund — Int/Div — Buy (add'l)

Large US Equity Longleaf Partners Fund — Sold (part)

Large US Equity Longleaf Partners Fund — Sold (part)

Large US Equity Sequoia Fund — None — Sold (part)

Large US Equity Sequoia Fund — Sold (part)

Large US Equity Sequoia Fund — Buy (add'l)

Large US Equity PNC Finl Services Gp Inc — Int/Div

Mid US Equity Akre Focus Fd Inst — None — Buy (add'l)

Mid US Equity Akre Focus Fd Inst — Sold (part)

Mid US Equity Nuance Concentrated Value — None — Buy (add'l)

Mid US Equity Nuance Concentrated Value — Sold (part)

Small US Equity FPA Capital Fund C1 A — Int/Div — Sold (part)

Small US Equity FPA Capital Fund C1 A — Sold (part)

Small US Equity Longleaf Partners Small Cap Fund — None — Sold (part)

Small US Equity Intrepid Endurance Fund — None — Sold (part)

Small US Equity Wintergreen Fund — None — Sold

Small US Equity Vulcan Value Partners Small Cap — None — Sold (part)

Small US Equity Vulcan Value Partners Small Cap — Buy (add'l)

Small US Equity Towle Deep Value — Int/Div — Buy

Small US Equity Towle Deep Value — Buy (add'l)

Small US Equity Towle Deep Value — Sold (part)

Small US Equity Cove Street Capital — Int/Div — Buy

Small US Equity Cove Street Capital — Buy (add'l)

Small US Equity Cove Street Capital — Sold (part)

Global Equity Oakmark Global Select (Line 33 from 2016 report) — Int/Div — Sold (part)

Global Equity Evermore Global Value Fd Cll — Int/Div — Buy (add'l)

S10. — Sold (part)

S10. — Buy (add'l)

Intemational Developed Equity Tweedy Browne Global Value Fund — None — Buy (add'l)

Intemational Developed Equity Tweedy Browne Global Value Fund — Sold (part)

Intemational Developed Equity Harbor International Fund Inst C1 — Int/Div — Buy (add'l)

Intemational Developed Equity Harbor International Fund Inst C1 — Sold (part)

Intemational Developed Equity First Eagle Overseas Fund C1 — Int/Div — Buy (add'l)

Intemational Developed Equity First Eagle Overseas Fund C1 — Sold (part)

Intemational Developed Equity Lazard Intl Strategic

International Emerging Equity Seafarer Overseas Gwth & Ine — Int/Div — Buy

International Emerging Equity Seafarer Overseas Gwth & Ine — Buy (add'l)

International Emerging Equity Seafarer Overseas Gwth & Ine — Buy (add'l)

International Emerging Equity Seafarer Overseas Gwth & Ine — Sold (part)

Altemnative Securities Baron Real Estate Fund — None — Sold (part)

Altemative Securities Litman Gregory Masters Alt Strat Inst — None

Alternative Securities AQR Diversified — None

Altemative Securities Calamos Market Neutral — Int/Div — Sold (part)

Altemative Securities Calamos Market Neutral — Sold (part)

Altemative Securities Calamos Market Neutral — Sold (part)

Fixed Income Long/Intermediate Loomis Savles Bond C11 — None — Sold (part)

Fixed Income Long/Intermediate Third Avenue Focused Credit Fd Inst Cl — None

Fixed Income Short DFA One Year Fixed nem — Int/Div — Buy

Cash & Cash Equivalents (Schwab various accounts) — Int/Div

Allegiant Federal Credit Union Cash Account — Interest

Reimbursement — Allegheny County Bar Association — ISNT -616/17 — Champion, PA — Bench - Bar Conference — Food and lodging

Spouse's income — 2017 — Architect, S-Corp, Hayes Design Group « Architects, Inc - W2 and K 1 (Employee & 100% Shareholder)

For the investments section, the Large Domestic Equity Longleaf Partners Fund and Large Domestic Equity Wintergreen Fund under the Schwab retirement

mherited IRA are not listed this year beacuse they were disposed of in previous years, They should not have been on the 2016 report (Lines 4 and 5 on 2016

report), The BCCZ 401k Retirement Plan (no control) from the 2016 report is not on this report because it was rolled into the Schwab Brokerage Account in

peeivous years. This shouldn't have been on the 2016 report (Line 8 from 2016 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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