Douglas Preston Woodlock
2013Annual
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What was filed
115
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust No.
- Trust No. 2
As filed
Fidelity Growth Company FGDRX — Int/Div
T.Rowe Price Small Cap OTCFX — Int/Div
Fidelity Cash Reserves (money market) “FDRXX — Int/Div
Fidelity GNMA FGMNX — Int/Div
First Natl Bank of Ipswich (Checking/ Savings) (Y)
Fidelity Disciplined Equity FDEXQ (Y)
Fidelity Stock Selector FDSSX — Int/Div
Davis New York Ventre Fund, C1.A NYVTX — Int/Div
T.Rowe Price Blue Chip Growth TRBCX FRSRX — None
Vanguard Prime (money market) VMMXX — Int/Div
Vanguard Long Term Investment Grade VWETX — Int/Div
Vanguard Mid-Cap Index VIMAX — Int/Div
Vanguard Value Index VVIAX — Int/Div
Vanguard 500 Index VFIAX — Int/Div
Vanguard Intermediate Term Bond Index VBILX — Int/Div
Vanguard Short Term Bond Index VBIRX — Int/Div
Vanguard Treasury (money market) VUSXX — Int/Div
Sequoia SEQUX — Int/Div
T. Rowe Price Mid-Cap Value TRMCX — Int/Div
Wellington Shields Brokerage Sweep-Wells Fargo (Y)
T. Rowe Price Value TRVLX — Int/Div
Vanguard Small-Cap Index VSMAX — Int/Div
Vanguard Extended Market Index VEXAX — Int/Div
T. Rowe Price New American Growth PRWAX (XO) — Int/Div
T. Rowe Price Emergmg Mkts. PRMSX — Int/Div
Dodge & Cox Intemational DODFX — Int/Div
Dodge & Cox Income DODIX — Int/Div
T.Rowe Price Mid-Cap Growth RPMGX — Int/Div
Vanguard Int'l Stock Index VITAX — Int/Div
Vanguard Total Bond Index VBTLX — Int/Div
Vanguard Total Stock Index VTSAX — Int/Div
Fidelity Spartan 500 Index FUSVX — Int/Div
Fidelity Spartan Extended Market FSEVX — Int/Div
Fidelity Spartan Intl Index FSIVX — Int/Div
Bank of America accounts — Int/Div
IM Co. MMM) — Int/Div — Sold
Accenture common ACN — None — Sold
Activision Blizzard common ATV] — Int/Div — Sold
Advanced Photonix common API — Int/Div — Sold
Air Products & Chem. common APD — Int/Div — Sold
American Int'l Group common AIG — None — Sold
American Int'l Group warrants AIGWS — None — Sold
Amphenol common APH — Int/Div — Sold
Apple common AAPL — Int/Div — Sold
Autohiv Inv. common ALV — None — Sold
Bank of America common BAC — None — Sold
Bed Bath and Bevond common BBB — None — Sold
Brooks Automation common BRKS — Int/Div — Sold
Cameco common CCJ — Int/Div — Sold
Chipolte common CMG — None — Sold
Citigroup common — Int/Div — Sold
Cochlear common CHEOY — Int/Div — Sold
Cognex common CGNX — None — Sold
Costco common COST — Int/Div — Sold
Danaher common DNH — Int/Div — Sold
Deere common DE — Int/Div — Sold
Dentsply Int'l common XRAY — Int/Div — Sold
Dominion Resources common D — None — Sold
Dunkin Brands common DNKN — Int/Div — Sold
Eastman Chemical common EMN — Int/Div — Sold
Edison Int'l common EIX — Int/Div — Sold
Engility Holdings common EGL — None — Sold
Ensco common ESV — None — Sold
Enterprise Products common EPD — None — Sold
FTI Consulting common FCN — None — Sold
Freeport McMoran common FCX — Int/Div — Sold
General Electric common GE — Int/Div — Sold
Goldman Sachs common GS — Int/Div — Sold
Google common GOOG — None — Sold
Herbalife common HLF — Int/Div — Sold
Home Depot common HD — Int/Div — Sold
Intel common INTC — Int/Div — Sold
Int] Business Machmes common IBM — None — Sold
Irobot common IRBT — None — Sold
J.P. Morgan Chase common JPM — Int/Div — Sold
KLA-Tencor common KLAC — None — Sold
L-3 Communications common LLL — None — Sold
Las Vegas Sands common LVS — Int/Div — Sold
Lincoln National common LNC — Int/Div — Sold
Materion common MTRN — Int/Div — Sold
Mattel common MAT — Distribution — Sold
McDonalds common MCD — Int/Div — Sold
Mohawk common MHK — None — Sold
Newmont Mining NEM — None — Sold (part)
Newmont Mining NEM — Sold
Nuance Comm. common NUAN — None — Sold
Parker Hannifin common PH — Int/Div — Sold
Pepsico common PEP — Int/Div — Sold
Republic Services common RSG (X) — Int/Div — Sold
Scana common SCG — Int/Div — Sold
Scotts Miracle Grow common SMG — Int/Div — Sold
Select Comfort Group common SCSS — None — Sold
Stericyele common SRCL — None — Sold
T.Rowe Price common TROW — Int/Div — Sold
Teva Pharma. common TEVA — Int/Div — Sold
Texas Inst. common TXN — Int/Div — Sold
UnitedHealth Group common UNH — Int/Div — Sold (part)
UnitedHealth Group common UNH — Sold
US Bancorp common LSB — Int/Div — Sold
US Steel common X — None — Sold
United Technologies common UTX — Int/Div — Sold
Valero Energy common VLO — None — Sold (part)
Valero Energy common VLO — Sold
Vical common VICAL — None — Sold
Wynn Resorts common WYNN — Int/Div — Sold
Xerox common XRX — Int/Div — Sold
Yum Brands common YUM — Int/Div — Sold (part)
Yum Brands common YUM — Sold
Amer. Euro Pac. Growth Fund AEPGX — Int/Div
First Eagle Global Fund SGENX — Int/Div
Matthews Int'l Pac. Tiger Fund MAPTX — Int/Div
Matthews Int'l China Fund MCHFX — Int/Div
Fidelity Mass. Muni (money market) FODMXX — Int/Div
Trust No. 3X) — Distribution
Memill Lynch bank sweep acounts (X) — Int/Div
Trustee, Trust No.
Trustee, Trust No. 2
Part | and Part VII:
All assets of Trusts No. | and No. 2, identified in Part I, are listed individually in Part VII.
Part VII, lines 5, 20
The banking relationships reflected by these assets were terminated as of 2013; consequently, there is no further occasion for disclosure.
Part VIL, line 6:
As noted in part VIII of my Financial Disclosure Report for Calendar Year 2007, this asset was part of the corpus of a revocable trust the income and values of
whose assets | have, for the reasons stated therein, since disclosed despite the fact that disclosure is not formally required. The trust was dissolved as of 2013;
consequently, there is no further occasion for disclosure.
Part Land Part VILL lines 114 and 115:
The investments listed reflect the remaining undistributed one-third share in Trust No, 3, as a beneficiary in the estate of deceased relative. The monies identified
in lines 114 and | 15, which constitute duplicate reporting of the sume assets, are being maintained to satisfy any remaining claims against the estate and will
remain in the trust until the estate is closed .
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.