Nathaniel M. Gorton

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 277

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Section VIII
  • Sect. VII
  • Secuon VIII
  • Section VII
  • SG Seafood Holdings, Inc., Boston, MA (closely held pug seafood business) a MA corporation
  • New York Intellectual Property Lawyers Association
  • corporate clerk/secretary, director, custodian, trustee and accounting duties

As filed

SG Seafood Holdings, Inc. (a MA corporation common stock) — None — Section VIII

Fidelity Cash Reserves (individual) — Int/Div

Charitable Remainder Trust — Int/Div — Section VIII

Coca Cola Co. — Sold (part)

Coca Cola Co. — Sold (part)

Pepsico Inc — Sold (part)

Pepsico, Inc — Sold (part)

Abbvie Inc. (bond) — Buy

Abbott Labs — Sold

Johnson & Johnson — Sold (part)

McDonalds Corp — Buy

McDonalds Corp — Sold (part)

CVS Health Corp — Sold (part)

CVS Health Corp — Sold (part)

CVS/Caremark Corp (bond) — Buy

Ross Stores. Inc — Sold

Automatic Data Processing Inc — Sold (part)

Intel Corp — Sold

Devon Energy Comp — Sold

Exxon Mobil Corp — Sold

HSBC Holdings Plc ADR — Sold

Vodafone Group PLC ADR — Sold

Verizon Communications — Sold

Verizon Communications — from line 22)

TIX Compames Inc — Buy

TIX Companies Inc — Sold (part)

CDK Global Inc — Sold

CDK Global Inc — from line 17)

Ecolab Inc. (bond) — Buy

Rvder Systems Inc (bond) — Buy

Medtronic Inc.(bond) — Buy

Comcast Corp — Buy

Whole Foods Mkt Inc — Buy

Microsoft Corp — Buy

Kinder Morgan C Corp — Buy

Abbvie. Inc

Nike Inc (bond)

Ecolab Inc. (bond) — Buy

UnitedHealth Group Inc

Procter & Gamble Co

Costco Wholesale Corp

IM Co

Emerson Electric Co

United Technologies Corp

RPM Comp

Amencan Express Co

JP Morgan Chase & Co

HCP Inc

Public Storage Inc

IShares MSC Pacific EX Japan ETF

IShares MSC1 Emerging Mkts ETF

Novo Nordisk AS ADR-B

Boston Financial Management, Inc. IRA — Distribution — Sect. VII

Anheuser-Busch Inbev (bond) — Matured

SBC Comms Inc (bond) — Matured

Stryker Corp (bond) — Buy

Ecolab Inc (bond) — Buy

Ford Motor Credit Co LLC (bond) — Buy

Roval Bank of Canada (bond) — Buy

CVS Caremark Corp (bond) — Buy

Unilever Capital Corp (bond) — Buy

Microsoft Corp — Buy (add'l)

Comcast Corp — Buy

Ralph Lauren Corp — Buy (add'l)

American Tower Corp - CL A — Buy (add'l)

IShares TR S&P Midcap 400 — Buy

IShares TR S&P Small Cap 600 — Buy

Kinder Morgan C Comp — Buy

Whole Foods Mkt Inc — Buy

Deere & Co — Buy

Emerson Elec Co — Buy (add'l)

Gulf Power (bond) — Sold

Pepsico Inc — Sold

ADT Corp — Sold

Devon Energy Corp — Sold

Abbott Labs — Sold

Royce FD Penn Mut Inv — Sold

Intel Corp — Sold

Verizon Communications — Sold

Verizon Communications — from line £1)

Vodafone Group PLC ADR — Sold

HSBC Holdings PLC ADR — Sold

Exxon Mobil Corp — Sold

IShares Russell 2000 EFT — Sold

Nextera Energy Inc — Sold (part)

McDonalds Corp — Sold

United Parcel SVC Inc CL B — Sold

Novo-Nordisk AS ADR-B — Sold

Amencan Express CR MTN (bond)

Direct TV Holdings (bond)

Suntrust Bks Inc (bond)

Capital One FINL Co (bond)

Southern Co (bond)

Lochheed Martin Corp (bond)

Beam Inc. (bond)

Pitney Bowes Inc (bond)

Oneok Partners LP (bond)

HSBC Holdings (preferred)

Nextera Energy (preferred)

Public Storage Q (preferred)

Nike Inc CL B

Diageo PLC ADR

Procter & Gamble Company

Anadarko Pete Corp

Chevron Corp

American Express Co

Chubb Corp

JP Morgan Chase & Co

Abbvie Inc

Johnson & Johnson

Novo-Nordisk AS ADR-B

United Health Group Inc

M Co

United Technologies Corp

Cognizant Technology Solutions Corp

Oracle Corp

Air Prods & Chems Inc

RPM Intemational Inc Com

American Tower Corp CL A

Avalon Bay Crmntys Inc

HCP Inc

Enbridge C Corp

IShares MSC] Emerging Markets ETF

IShares MSC Pacific EX Japan ETF

Matthews Asia Small Cos

Boston Financial Management, Inc Revocable Trust — Int/Div — Sect. VII

CVS Caremark Corp (bond) — Buy

Deere & Company (bond) — Buy

Comcast Corp — Buy

TIX Companies Inc — Buy

Costco Whsl Corp — Buy (add'l)

Unilever Plc ADR — Buy

Chubb Corp — Buy (add'l)

Danaher Corp — Buy

Deere & Co — Buy

Emerson Electric Co — Buy (add'l)

Cognizant Technology Solutions Corp — Buy (add'l)

Health Care Reit Inc — Buy (add'l)

Kinder Morgan C Comp — Buy (add'l)

Omneok C Corp — Buy

IShares TR S&P Midcap 400) — Buy

IShares TR S&P Small Cap 600 — Buy

IShares MSC Emerging Markets ETF — Buy (add'l)

United Health Group Inc — Buy

Citrix Sys Inc — Sold

Devon Energy Corp — Sold

Abbott Labs — Sold

Intel Corp — Sold

HSBC Hidgs PLC ADR — Sold

Google Inc CL A — Sold

Google Inc CL C — Sold

Procter & Gamble Company — Sold

Colgate Palmolive Co — Sold

Exxon Mobil Corporation — Sold

IShares Russell 2000 ETF — Sold

Wells Fargo & Co Com — Sold

United Parcel SVC Inc CL B — Sold

CDK Global Inc — Sold

CDK Global Inc — from line 182)

Kellogg Co (bond)

Westwood MA - GO (bond)

Public Storage Q (preferred)

Amazon Com Inc

Nike lnc CL B

Anheuser Busch Inbey SANV-SP ADR

Diago Plc ADR

McCormick & Co Inc

Anadarko Pete Corp

Chevron Corp

Schlumberger

American Express Co

JP Morgan Chase & Co

Abbvie Inc

Bristol Meyers Squibb Co

Johnson & Johnson

United Health Group Inc

IM Co

Caterpillar Inc Com

Union Pac Corp

United Technologies Corp

Apple Computer Inc

Automatic Data Processing

Check Pomt Software Tech Lid

Microsoft Corp

Air Prods & Chems Inc

Praxair Inc

RPM Intemational Inc Com

Avalonbay Cmntys Inc

HCP Inc

Public Storage Inc

Enbridge C Corp

IShares MSC Pacific EX Japan ETF

Boston Financial Management Inc Revocible Trust — Int/Div — Secuon VIII

Burlington North (Bond) — Sold

Phillips 66 (Bond) — Buy

Pepsico Inc — Sold

Abbott Laboratories — Sold

Bristol Myers Squibb Co — Buy (add'l)

Johnson & Johnson — Buy (add'l)

Johnson & Johnson — Sold (part)

Procter & Gamble Co — Sold

Costco Wholesale Corp — Buy (add'l)

Ralph Lauren Corp — Buy (add'l)

Amazon.com Ing — Buy (add'l)

Amazon.com Ing — Sold (part)

Automatic Data Processing Inc — Buy (add'l)

Emerson Electric Co — Buy (add'l)

Caterpillar Inc — Buy (add'l)

Caterpillar Inc — Sold (part)

United Technologies Corp — Sold (part)

Apple Inc — Sold (part)

Intel Corp — Sold

Devon Energy Corp — Sold

Exxon Mobil Corp — Sold

Kinder Morgan Inc — Buy (add'l)

Chubb Corp — Buy (add'l)

United Parcel Service Inc. B — Buy (add'l)

American Express Co — Buy (add'l)

Amencan Tower Corp — Buy (add'l)

HCP Inc — Sold

Nexera Energy Inc — Sold

Anheuser Busch Inbeyv SA/NV-SP ADR — Buy (add'l)

Diageo PLC ADR — Buy (add'l)

Diageo PLC ADR — Buy (add'l)

Enbridge C Corp — Buy (add'l)

HSBC Holdings PLC ADR — Sold

Vodafone Group PLC ADR — Sold

Wells Fargo & Co — Buy

Wells Fargo & Co — Sold

Comcast Corp — Buy

TIX Companies — Buy

McCormick & Co Inc — Buy

Unilever PLC ADR — Buy

Whole Foods Mkt Inc — Buy

Deere & Co — Buy

Deere & Co — Buy (add'l)

Check Pomt Software Tech Lid — Buy

Oracle Corp — Sold (part)

Praxair Inc — Buy

Sigma Aldrich Corp — Buy

McDonalds Corp — Buy

McDonalds Corp — Sold

IShares MSC Emerging — Buy

IShares MSC1 Paciic EX Japan ETF — Buy

Ome Gas lnc — Sold

Ome Gas lnc — from line 264)

Verizon Communications — Sold

Verizon Communications — from line 227)

Colgate Palmolive Co (X) — Sold — Section VII

Ralph Lauren Corp — Sold

Ross Stores. Inc (X) — Sold — Section VIII

United Parcel SVC Inc CL B — Sold

CDK Global Inc — Sold

Genzyme Corp (Bond)

Kellogg Co (Bond)

Bank of Nova Scotia (bond)

Nikelnc-B

Abbvie Inc

United Health Group Inc

Cognizant Technology Solutions Corp

Microsoft Corp

3M Co

Chevron Corp

Omneok C Corp (reported on '13 FDR as "Oneok New")

Union Pacific Corp

Health Care REIT Inc

JP Morgan Chase & Co

Avalonbay Communities Inc

Public Storage Inc

Schlumberger Ltd

Gilead Sciences (X) — Buy — Section VII

Novo-Nordisk AS ADR-B (X) — Buy — Section VIII

Air Prods & Chems Inc

RPM Intemational Inc Com

IShares TR S&P Midcap 400

IShares TR S&P Small Cap 600

Bank of America — Int/Div

Stockholder, Clerk/Secretary and Director, SG Seafood Holdings, Inc., Boston, MA (closely held pug seafood business) a MA corporation

Reimbursement — New York Intellectual Property Lawyers Association — 03/28.2014 — New York City — Attend annual NYIPLA dinner at Waldorf Astoria — reimbursement for lodging and travel by train w/spouse from Boston to NYC

Income — corporate clerk/secretary, director, custodian, trustee and accounting duties

Part |, Lines 2 - 4 NOTE: None of the beneficiaries of the trusts and accounts listed in Part | of which the reporting party is a trustee is a dependent of the reporting

party and neither the reporting party nor [EIN has any beneficial interest in or control over the disposition of assets of such trusts and accounts,

Part VII, Line | - Income of the reporting party reported in Section VIT (of which there wis none this year) is attributable to his pro rata share of the income of

SG Seafood Holdings, Inc. ("Holdings") which is taxed as an S corporation whereby all corporate income is deemed passed through and taxable to the individual

stockholders whether or not such income is, in fact, distributed. The value of the stock holdings is appraised biennially by u certified financial planner, lust done

in 2012.

Part VII, Line 3 - In 1997 the reporting party and SEI funded a chartible remainder trust of which they are the income beneficiaries for life but in which they

retain no right to principal.

Part VII, Lines 3, 53, 126 and 193 - The assets listed on these lines (and on the dashed ("-") lines that follow) are managed by Boston Financial Management, Inc.,

Boston MA and consist of stocks and bonds in publicly held companies and equity holdings based on certain indices.

Part VII, Line 53 - The reporting party is now required to withdraw a certain minimum amount from his IRA account each year.

Part VII, Lines 249, 251, 271 and 272 - These stocks were purchased on 12/27/2013 but not registered until the following year and not reported on the Calendar

Year 2013 Financial Disclosure. They all had value codes of "J",

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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