Nathaniel M. Gorton
2014Annual
Ask Donna
Pull out the substance of this filing.
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.