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Diana Jane Gribbon Motz

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

  • 159

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • College Savings Plan pus
  • Yale Law School Moot Court

As filed

Call AAPL 1-17-15 (@ 700 (Short Sale) — Int/Div — Closed

Call IBM 1-18-14 @ 225 (Short Sale) — Int/Div — Expired

Aberdeen Asia Pac Income (FAX) (IRA) — Int/Div — Buy (add'l)

Aberdeen Asia Pac Income (FAX) (IRA) — Buy (add'l)

Altria Group Inc (MO) — Int/Div

Apple Inc (AAPL) — Int/Div

Blackstone GSO Sr Loan (SRLN) (IRA) — Int/Div — Sold

Campbell Soup Co (CPB) — Int/Div

Chevron Corp (CVX) — Int/Div

Chicago 111 Brd Ed Cap Apprec Bds 0.00% 12/172024 (167501 VCH) — None

CVS Corp (CVS) — Int/Div

DFA Emerging Markets Core Equity (DFCEX) — None — Sold

DFAT A World Ex US Core Equity (DFTWX) — Int/Div

DFA US Core {DFEOX) — Int./y — Buy

DFA US Large Cap Value (DFLVX) — Ine — Buy

DirecTV Inc (DTV) — None

Doubleline Total Return Bond (DBLTX) (IRA) — Int/Div — Buy

Dow Chemical Co (DOW) — Int/Div

Duke Realty Corp (DRE) — Int/Div

Exxon Mobil Corporation (XOM) — Int/Div — Sold (part)

Exxon Mobil Corporation (XOM) — Sold (part)

Exxon Mobil Corporation (XOM) — Sold (part)

Fidelity Cash Reserves (FDRXX) (IRA) — Int/Div — Buy

Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Int/Div — Buy

Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Sold

Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Buy

Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Buy (add'l)

Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Buy (add'l)

Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Buy (add'l)

Fidelity Advisor Floating Rate High Income (FFRHX) (IRA) — Buy (add'l)

Fidelity Md Municipal Income (SMDMX) — Int/Div — Buy (add'l)

Fidelity Municipal Money Market (FTEXX) — Int

Fidelity Spartan S00 Index Inv (FUSEX) — None — Buy (add'l)

Fidelity Spartan S00 Index Inv (FUSEX) — Buy (add'l)

Fidelity Spartan S00 Index Inv (FUSEX) — Sold

Fidelity Spartan 500 Index Advantage (FUSVX) — Int/Div — Buy

Fidelity Spartan 500 Index Advantage (FUSVX) — Buy (add'l)

Fidelity Spartan 500 Index Advantage (FUSVX) — Buy (add'l)

Fidelity Spartan 500 Index Advantage (FUSVX) — Buy (add'l)

Fidelity Spartan 500 Index Advantage (FUSVX) — Buy (add'l)

Fidelity Spartan 500 Index Advantage (FUSVX) — Buy (add'l)

Fidelity Spartan 500 Index Advantage (FUSVX) — Buy (add'l)

Fidelity Spartan 500 Index Advantage (FUSVX) — Buy (add'l)

Fidelity Spartan 500 Index Advantage (FUSVX) — Buy (add'l)

Fidelity Spartan 500 Index Advantage (FUSVX) — Sold (part)

Fidelity Spartan 500 Index Advantage (FUSVX) — Sold (part)

Fidelity Spartan Emerging Markets Index Advantage (FPMAX) — Int/Div — Buy

Fidelity Spartan Emerging Markets Index Advantage (FPMAX) — Buy (add'l)

Fidelity Spartan Emerging Markets Index Advantage (FPMAX) — Buy (add'l)

Fidelity Spartan Extended Market Index Adv (FSEVX) — Int./hv

General Electric Company (GE) — Int/Div

Guggenheim S&P 500 Equal Weight (RSP) — Int/Div — Buy (add'l)

Guggenheim S&P 500 Equal Weight (RSP) — Sold (part)

Hillshire Brands Company (HSH) — None — Sold

International Business Machines (IBM) — Int/Div

iShares Inc Core Msci Emerging Mkts EMG) — Int/Div — Buy (add'l)

iShares Inc Core Msci Emerging Mkts EMG) — Buy (add'l)

iShares Inc Core Msci Emerging Mkts EMG) — Buy (add'l)

iShares Inc Core Msci Emerging Mkts EMG) — Buy (add'l)

iShares Inc Core Msci Emerging Mkts EMG) — Buy (add'l)

iShares Inc Core Msci Emerging Mkts EMG) — Sold (part)

iShares Inc Core Msci Emerging Mkts EMG) — Buy (add'l)

iShares Inc Core Msci Emerging Mkts EMG) — Sold (part)

iShares MSCI EAFE (EFA) — Int/Div

iShares MSCI EAFE Small Cap Index (SCZ) — hy — Buy (add'l)

iShares MSCI EAFE Small Cap Index (SCZ) — Sold (part)

iShares Russell 1000 Index (IWB) — Int/Div — Buy (add'l)

iShares Russell 1000 Index (IWB) — Sold (part)

iShares Russell 1000 Index (IWB) — Buy (add'l)

iShares Russell 1000 Index (IWB) — Buy (add'l)

iShares Russell 2000 (IWM) — Int/Div

iShares S&P S00 Index (IVV)I (IRA) — Int/Div — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV)I (IRA) — Sold (part)

iShares S&P S00 Index (IVV)I (IRA) — Sold (part)

iShares S&P S00 Index (IVV)I (IRA) — Sold (part)

iShares S&P S00 Index (IVV)I (IRA) — Sold (part)

iShares S&P Global Timber & Forestry Index (WOOD) — Int/Div

iShares S&P SmallCap 600 Citigroup Value Index (1S) — Int/Div — Buy (add'l)

iShares S&P SmallCap 600 Citigroup Value Index (1S) — Buy (add'l)

iShares S&P SmallCap 600 Citigroup Value Index (1S) — Buy (add'l)

iShares S&P SmallCap 600 Citigroup Value Index (1S) — Sold (part)

iShares S&P SmallCap 600 Index (UR) — Int/Div

iShares Trust Core Msci Eafe (IEFA) — Int/Div — Buy (add'l)

iShares Trust Core Msci Eafe (IEFA) — Sold (part)

iShares Trust Core MSCI Total Intl Stk (IXUS)Y (IRA) — None — Buy

iShares Trust Core MSCI Total Intl Stk (IXUS)Y (IRA) — Buy (add'l)

iShares Trust Core MSCI Total Intl Stk (IXUS)Y (IRA) — Buy (add'l)

iShares Trust Core MSCI Total Intl Stk (IXUS)Y (IRA) — Buy (add'l)

iShares Trust Core MSCI Total Intl Stk (IXUS)Y (IRA) — Sold

Kinder Morgan Mgmt LLC (KMR) — Int/Div — Sold (part)

Kinder Morgan Mgmt LLC (KMR) — Sold

Kraft Foods Group Inc (KRFT) — Int/Div

Merck & Co Inc (MRK) — Int/Div

Mondelez Intl Inc (MDLZ) — Int/Div

Nuveen Build Amer Bd Fd INBB) (IRA) — Int/Div

Nuveen Build America (NBD) (IRA) — Int/Div

Nuveen MD Prem 1 (NMY) — Int/Div — Sold (part)

Nuveen MD Prem 1 (NMY) — Sold (part)

Nuveen MD Prem 1 (NMY) — Sold (part)

Nuveen MD Prem 1 (NMY) — Sold (part)

Nuveen Select Tax-Free Income (NXQ) — Int/Div

Pepsico Incorporated (PEP) — Int/Div

Philip Morris Intl Inc (PM) — Int/Div

Potash Corp of Saskatchewan Inc (POT) — Int/Div — Sold

PowerShares Insured Natl Muni Bond (PZA) — Int/Div

Praxair Inc (PX) — Int/Div

Puerto Rico Comwlth Infrastructure Fing 5.50% 701/202 [—— — Interest — Sold

Puerto Rico Comwlth Pub Impt Bds Ser 5.25% 7/1/2016 I— — Interest — Sold

Puerto Rico Elec Pwr Auth Pwr Rev Power 5.25% 712024 — Interest — Sold

Puerto Rico Elec Pwr Auth Pwr Rev Pwr Rev 4.00% 7/1/2015 pms — Interest — Sold

Puerto Rico Elec Pwr Auth Pwr Rev Pwr Rev 5.00% 7/1/2022 [mmm — Interest — Sold

Puerto Rico Elec Pwr Auth Pwr Rev Pwr Rev 5.50% 7/1202 pum — Interest — Sold

SPDR Barclays Capital Short Term High Yield Bond (SINK) (IRA) — Int/Div — Buy

SPDR Barclays Capital Short Term High Yield Bond (SINK) (IRA) — Buy (add'l)

SPDR Russell Small Cap Completeness (RSCO) — Int/Div — Buy (add'l)

SPDR Russell Small Cap Completeness (RSCO) — Sold

SPDR S&P 500 ETF Trust (SPY) — Int/Div

Stanley Black & Decker Inc (SWK) — Int/Div

T Rowe Price Equity Income (PRFDX) — Int/Div

T Rowe Price Group Inc (TROW) — Int/Div

T Rowe Price MD Tax Free Bond IMDXBX) — Int/Div

T Rowe Price New Asia (PRASX) — Int/Div

T Rowe Price New Fra (PRNEX) — Int/Div

T Rowe Price Value (TRVLX) — Int

TCW Total Return Bond {(TGLMX) (IRA) — Int/Div

Union Pacific Corp (UNP) — Int/Div

Vanguard Hi Yield Tax-Exempt Admiral (VWALX) — Int/Div

Vanguard High Yield Corporate Admiral (VWEAX) (IRA) — Int/Div — Sold (part)

Vanguard Total Stock Market (VTI) — Int/Div — Buy

Vanguard Total Stock Market (VTI) — Sold

Washmgton Real Estate (WRE) — Int/Div

Wisdom Tree Dreyfus New Zealand Dollar (AUNZ) (IRA) — None — Sold

Yum! Brands Inc (YUM) — Int/Div

529 - Portfolio 2027 (CUST) — Int/Div — Sold (part)

529 - Vanguard HY Bond (CUST) — Int/Div — Sold (part)

29 - Portfolio 2030 (CUST) — Int/Div — Sold (part)

529 - Bond and Income Portfolio (CLUST) — Int/Div — Buy

529 - Vanguard Total Bond Market Index Portfolio (CUST) — Int/Div — Buy

529 - Vanguard Total International Stock Index Portfolio (CUST) — Int/Div — Buy

529 - Vanguard Total Stock Market Index Portfolio (CUST) — Int/Div — Buy

TRP Blue Chip Growth (TRBCX) (GST) — Int/Div

TRP Int Bond (RPIBX) (GST) — Int.

TRP Int Stock (PRITX) (GST) — Int/Div

TRP Equity Income (PRFDX) (GST) — Int/Div

TRP Global Stock (PRGSX) (GST) — Int/Div

TRP Growth Stock (PRGFX) (GST) — Int/Div

TRP New Era (PRNEX) (GST) — Int/Div

TRP Prime Reserve (GST) — Int/Div

TRP Spectrum Growth (PRSGX) (GST) — Int/Div

Custodian, College Savings Plan pus

Trustee

Reimbursement — Yale Law School Moot Court — April 9-10, 2014 — New Haven, CT — Moot Court — Lodgmg, tood, transportation

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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Diana Jane Gribbon Motz | Frix