Jeffrey James Helmick

2014Annual

Ask Donna

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

47
investments
1
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

American Express
Amencan Express
Saft attorney, EE - = or)

As filed

Trust #1 (H) — Int/Div

Air Products and Chemicals. Inc. Stock — Sold (part)

Apple Inc. Stock

Astow/Fairpointe Mid Cap Fund — Buy (add'l)

BHP Billiton Ltd. Stock — Sold

Chevron Corp Stock

Colgate Palmolive Co. Stock

ConocoPhillips Stock

Dodge & Cox Int'l Stock Fund

EMC Corp. (Y)

Google, Inc. Stock Class A

Google, Inc. Stock Class C (X) — from line 11)

Harbor Intemational Fund — Buy (add'l)

Intel Comp

Intercontinental Exchange Inc. Stock (Y)

iShares MSC Canada Index (Y)

iShares MSC EAFE Index Fund

iShares MSC Pac Ex-Jpn Index (Y)

Johnson & Johnson Stock

Neuberger Berman Emerg Mkts Eqty

Oracle Corp. Stock (Y)

Parker Hannifin Corp. Stock

Pepsico Inc. Stock

Royce FD Premier SER Mutual Fund (Y)

Target Corp. Stock — Sold

United Technologies Corp. Stock — Sold (part)

Vanguard Emerging Markets Fund

KT Short Term Tax-Free Fund — Buy (add'l)

KT Short Term Tax-Free Fund — Sold (part)

KT Short Term Deposit Fund

IRA Z(H) — Int

Merrill Lynch Cash/Money Account — Int/Div

Alcatel Lucent Stock

AOL Inc. Stock

LSI Corp. Stock (Y)

Time Inc. Stock (X)

Time Warner Inc. Stock

Time Warner Cable Inc. Stock

Deferred Compensation #1 (H) — hy

Ohio DC Stable Value Option

Dodge & Cox Stock Fund

Fidelity Contrafund

FPA Capital Stock Fund

PIMCO Total Return Fund

Vanguard Capital Opportunity Stock Fund

MetLife Whole Life — Int/Div

Member, Board of Trustees

Liability — American Express — Credit Card

Liability — Amencan Express — Credit Card

Spouse's income — 2014 — Saft attorney, EE - = or)

Regarding “Trust #1", the first listing in Part VII, my wife is the sole beneficiary of the trust.

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.