Jeffrey T. Gilbert

2013Annual

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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

  • 148

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • ama aia
  • Ape LED
  • 45
  • St [od od XMM NA Te
  • NR AR oy
  • EA AER
  • A
  • 0 Ee
  • ae cn
  • at En ab gga Ss ha SRR NAL i a NERVES = Ae BAKA
  • mis tf a A gle ads
  • ital eG
  • TEER TR GEN A TR WE NET
  • Li
  • a
  • hel Tl EER
  • A i Bhalla sin rn eR id = AF ER Lr AN aE BW wr pt abe A a
  • RR
  • SERRE
  • TIE oh]
  • CE Tr BRET Lt Cy
  • TRRAYe SE $s Tae
  • Fan Rd Ciba lated
  • Northwestern University - ad unct faculty
  • Northshore University Health System

As filed

Wells Fargo Advisors Invest. Acct No Control SEE PART VII — Int/Div

Wells Fargo Advisors IRA Account No control SEE PART VII — Int/Div

Wells Fargo Advisors IRA Account = No control — Int/Div

IP Morgan Chase Bank Accounts (Various) — Interest

Reed Smith Partner Defined Benefit Plan No control — Int/Div

NWM IRA -- Columbia Acom International Fund — Int/Div

NWM IRA -- Dodge & Cox Income Fund — Int/Div

NWM IRA -- Eagle Small Cap Growth Fund Class A — Int/Div

NWM IRA -- Franklin High Income Fund Class A — Int/Div

NWM IRA -- Harbor Bond Fund Institutional Class — Int/Div

NWM IRA -- The Oakmark International Fund — Int/Div

NWM IRA -- MFS International Growth Fund Class 1 — Int/Div

NWM IRA -- Oppenheimer Developing Markets — Int/Div

NWM IRA -- Pimco Income Fund Class A — Int/Div

NWM IRA -- Pimco Total Return Fund Class PP — Int/Div

NWM IRA -- Pimco Commodity Real Return — Int/Div

NWM IRA -- Scout International Fund — Int/Div

NWM IRA -- Templeton Global Bond Fund Class A — Int/Div

NWM IRa -- Vanguard Index FDS Vanguard REIT ETF — Int/Div

AXA Variable Life Insurance - EQ/Bem Intern. — Int/Div — Sold

AXA Variable Life Insurance - EQ/All Bern Small Cap Growth — Int/Div — Sold

AXA Variable Life Insurance - EQ/Core Bond Index — Int/Div — Sold

AXA Variable Life Insurance - EQ) BlackRock Intern. Val. — Int/Div — Sold

AXA Variable Life Insurance - AllBern Intern. — Int/Div — Sold

AXA Variable Life Insurance - EQ/Equity Growth Plus — Int/Div — Sold

AXA Variable Life Insurance - EQ/Large Cap Value Plus — Int/Div — Sold

AXA Variable Life Insurance - EQ/MidCap Value Plus — Int/Div — Sold

AXA Variable Life Insurance - EQ/Intermed Govt Bond Index — Int/Div — Sold

AXA Variable Life Insurance - Multimanager Mid Cap Growth — Int/Div — Sold

AXA Variable Life Insurance Multimanager Mid Cap Value — Int/Div — Sold

AXA Vanable Life Insurance - Multimanager Multi-Sector Bond — Int/Div — Sold

AXA Variable Life Insurance - Multimanager Small Cap Value — Int — Sold

Northshore Univ Health 403(b) ING Artio Foreign — Int/Div

Northshore Univ Health 403(h) ING Small Co Fund — Int/Div

Northshore Univ Health 403(b) PIMCO Total Return — Int/Div

Northshore Univ Health 403(b) Stable Value — Int/Div

Northshore Univ Health 403(b) T Rowe Price Val Fn — Int/Div

Novartis AG Spon ADR — Int/Div

Phzer Incorporated — Int/Div

Chevron Corporation — Int/Div

Caterpillar Inc — Int/Div — Sold

Potash Corp of Saskatchewan Inc — Int/Div — Sold

Disney Walt Company — Int/Div — Sold (part)

Genuine Parts Co Com — Int/Div — Sold

Taiwan Semiconductor Mfg Co Ltd ADR — Int/Div

Powershares High Yield Equity Dividend Achievers Portfolio — Int/Div

United Technologies Corp — Int/Div

Emerson Electric Co — Int/Div — Sold (part)

Viacom Inc CL B — Int/Div

Vanguard Utilities ETF — Int/Div

Qualcomm Inc — Int/Div — Sold (part)

Lonard Inc — Int/Div — Sold

Deere & Co — Int/Div — Sold

Mastercard Inc CL A — Int/Div

US Bancorp New — Int/Div

Google Inc CL A — Int/Div

Honeywell Intemational Inc — Int/Div — Sold (part)

Emerson Electric Co — Int/Div

Qualcomm Inc — Int/Div — Sold

Disney Walt Company — Int/Div

Microsoft Corp — Int/Div — Sold

Union Pacific Corp — Int/Div — Sold

Discover Financial — Int/Div — Sold

Clorox Company — Int/Div — Sold (part)

Discover Financial — Int/Div — Sold (part)

Aflac Inc — Int/Div — Sold

Corpus Christi TX FFDG GEN IMPT G/O LTD B'E AGM CPN 5.000% — Int/Div

Hillsborough Cnty FL SCH BRD REF B/E — Int/Div

Exxon Mobil Corp — Int/Div — Sold

BP PLC SPONS ADR — Int/Div

Union Pacific Corp — Int/Div

UnitedHealth Group Inc — Int/Div — Sold

CVS Caremark Corp — Int/Div

Merck & Co. Inc New — Int/Div — Sold

Aflac Inc — Int/Div

Vanguard Utilities ETF — Int/Div

Glaxosmithkline PLC-ADR — Int/Div — Sold

UnitedHealth Group Inc — Int/Div — Sold

CVS Caremark Corp — Int/Div

Caterpillar Inc — Int/Div — Sold

Kimberly-Clark Corp — Int/Div

Genuine Parts Co Com — Int/Div — Sold

Merck & Co Inc New — Int/Div — Sold

Kimberly-Clark Corp — Int/Div — Sold

Potash Corp of Saskatchewan Inc — Int/Div — Sold

Honeywell International Inc — Int/Div

Aflac Inc — Int/Div

Lonllard Inc — Int/Div — Sold

Caterpillar Inc — Int/Div — Sold

BB&T Corp — Int/Div — Sold

Powershares Water Sources — Int/Div

Virgin Valley NV Wir Dist Wir Rev B/Q B/ FE MBIA — Int/Div

Deere & Co — Int/Div — Sold

SPDR S&P Bank ETF — Int/Div — Sold

Caterpillar Inc — Int/Div — Sold

SPDR Gold Trust ETF — Int/Div

Lonard Inc — Int/Div — Sold

Vanguard Utilities ETF — Int/Div

Potash Corp of Saskatchewan Inc — Int/Div — Sold

shares MSC1 EAFE Index Fund — Int/Div — Sold

Qualcomm Inc — Int/Div — Sold

UnitedHealth Group Inc — Int/Div — Sold

Emerson Electric Co — Int/Div

Viacom Inc CL B — Int/Div

Ishares MSC EAFE Index Fund — Int/Div — Sold

Pfizer Incorporated — Int/Div — Buy

Omnicom Group — Int/Div — Sold (part)

Scripps Networks Interactive — Int/Div — Sold

Starbucks Corp — Int/Div — Sold (part)

Equifax Inc — Int/Div — Sold

Amgen Inc — Int/Div — Sold (part)

Rayonier Inc — Int/Div — Sold

Home Depot Inc — Int/Div — Sold (part)

Murphy Oil Corp — Int/Div — Sold (part)

Intuit Inc — Int/Div — Sold (part)

SAP AG-Sponsored ADR — Int/Div

National Oilwell Varco Inc — Int/Div — Sold

Amdocs Lid — Int/Div — Sold (part)

Vanguard Energy ETF — Int/Div

Pennsylvania St Ida Rev Rfdg Econ Dev B/ E CPN 5.000% Due 7/1 — Int/Div

1 Jl fry eb ME ai 2S es, i Makati 14 — ca of — ST. MIT Sy PE — ama aia

Automatic Data Processing — Int/Div — Sold (part)

UNLTD B/E AGM — hr — PEA — Ape LED

District Columbia REF-SER C G/O UNLTD BE XLCA — Interest

Brevard Cnty FL Memtt GO LW EVE Pil Sr aR a 129. Brevard Cnty FL Merritt Island G/O Ltd B/ nnd EON TIAL TIN oo ser nr nonin — SRSA — er i 1 — 45

Lh, AL Aes S too Dh HAM] path TNE ET a HER i — i — St [od od XMM NA Te

Mountaintop Area JT San Auth PA SWR ia EAM 133. East China Sch Dis MI REF G/O UNLTD B/E MBIA RE FGIC — Interest — Buy (add'l) — NR AR oy

Lanse Creuse MI Pub Sch REF G/O separa YT eR PR AS — Redeemed — EA AER

Huntingdon PA (00 B/E Assured Guar BQ a A db a hs a eri 3 Sk on HS eR ae — uecmed — A

mr RT ee hi A TERE ET EY — a Bd — sues — 0 Ee

Microsoft Corp MSFT - acq 8/2/11 — Int/Div — Sold — ae cn

mun ie — iodend — Buy — at En ab gga Ss ha SRR NAL i a NERVES = Ae BAKA

Mattel Inc — Int/Div — Buy — mis tf a A gle ads

Boeing Co A FLERE MEEEMOE 4-4] Hf Sa ES CE NON TIDE — Int/Div — Buy — A

Peace River Manasota Water Supply Authoirty — Interest — Buy

Lonllard Inc — Int/Div — Buy

nk 1D EM WE A LE — She — PAAR — ital eG

poy Ing New 2 127 fads ad — “Chvicend — ge As sa ce pant — TEER TR GEN A TR WE NET

hr chaos HB FA a A 6 RO — Li

Pastenal Co 2 © eb A Ke Lt Dy Oh ot FA CA LATO) CIE ES CR rR Se a — Int/Div — HORE — a

Chvo Systeris: ine. “#4 Tn RE — SEA — Sugar pid io — hel Tl EER

General Electric Co — Int/Div — Buy — A i Bhalla sin rn eR id = AF ER Lr AN aE BW wr pt abe A a

BP PLC Spons ADR iis dh GER A TR — SAE — Pb — RR

infie SRE i re RAY Ret — Atha — SERRE

EE Ep Rl A FL EO — a ie — Ning f amd! — TIE oh]

Whole Foods Market Inc AE A EAC AS EASA Aes — VIRAL 2 A — nS TUT St Ye gv — CE Tr BRET Lt Cy

Vans Cnty” X Nun Cn Dist 96 100g — Int/Div — ER Buy — TRRAYe SE $s Tae

Vans Cnty” X Nun Cn Dist 96 100g — “IT — rnd GN dil — Fan Rd Ciba lated

Agreement — 2010 — Partnership Withdrawal Agreement, Jeffrey T. Gilbert and Reed Smith LLP, Payment of portion of budgeted 2010 compensation, retum of capital

Agreement — 2007 — Reed Smuth LLP 401k) and Defined Benefit Plans

Income — 2013 — Northwestern University - ad unct faculty — S5.000.00

Spouse's income — 2013 — Northshore University Health System

My responses to the Committee's questions in its letter of December 31, 2014, are as follows:

(1)and (2) Although | identified the Wells Fargo

and IRA accounts in Part VII, page 4, lines | and 2 of the Report, | did list separately all reportable

transactions in those accounts separately at lines 41 through 216 of the Report. 1apologize for the confusion.

(3) The Suntrust Bank stock was sold m two transactions in 2013. | madvertently omitted that information from my filed Report. | have added those sales

transaction to Part VII at lines 217 and 218,

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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