William Horsley Orrick jr
2017Annual
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What was filed
155
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust #3
- Self-employed artist
As filed
First Republic checking accounts — Interest
Beneficial State Bank (fk a OnePacificCoast Bank) accounts — Interest
Rental property £1, Marin County, CA — Rent
401K #1
Dodge & Cox Stock Fund — Int/Div
Fidelity Diversified Intemational Fund — Int/Div
Spartan 500 Index Fund — Int/Div
Vanguard Total Bond Market — Int/Div
d01k#2
Vanguard Target 2020 Fund — Int/Div
Vanguard Int'l Growth Fund — Int/Div
Vanguard Int'l Growth Fund — Int/Div
Vanguard Int'l Growth Fund — Int/Div
Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #1
12% interest in rental property £1, Marin County, CA. — None
El Lilly & Co Com — Int/Div
Express Scripts Hldg Co Com — None — Sold
General Electric Com — Int/Div
IBM Com — Int/Div
Merck & Co Com — Int/Div
Monsanto Co Com — Int/Div
Pfizer Com — Int/Div
Proctor & Gamble Com — Int/Div
Rayomier Com — Int/Div
Vanguard Index — Int/Div — Buy
JM Smucker Com — Int/Div
First Republic Bank account — Interest
Trust #2
3M Co Com — Int/Div
21st Century Fox — Int/Div
Adobe Systems — None — Sold (part)
Adient PLC — Int/Div — Sold
Aegon NV NY Registry ADR — Int/Div
Amencan Express Co Com — Int/Div
Apache Corp — Int/Div
Baker Hughes, Inc. Com — Int/Div
Bank of America Com — Int/Div
Bank of New York Mellon Com — Int/Div
BB&T Corp Com — Int/Div
Boston Scientific Corp Com — None
Cadence Design System Inc Com — None — Sold (part)
Capital One Fin'l Corp Com — Int/Div
Cisco Systems — Int/Div
Charles Schwab Corp — Int/Div
Charter Communications — None
Chevron Corp Com — Int/Div
Comcast Corp new CLA com — Int/Div
Coming — Int/Div
DXC Technology (x) — Int/Div
Dell Technologies — None
Diageo PLC Spon ADR New — Int/Div
Dodge and Cox Stock Fund — Int/Div — Buy
Dow Dupont Com — Int/Div
EBay Inc Com — None
Eli Lilly Com — Int/Div
Enceson LM Tel Co ADR B SEK 10 — None
Fedex Corp Com — Int/Div
General Electric Com — Int/Div
Harley Davidson — Int/Div
HP Inc — Int/Div
Hewlett Packared Ente — Int/Div
Home Depot Inc Com — Int/Div
IBM Com — Int/Div
Johnson Controls Interactive — Int/Div
Liberty Interactive Corporation Int Com Ser A — None
Medtronic. Inc Com — Int/Div
Micro Focus Int'l (X) — Int/Div
Merck & Co New Com — Int/Div
Microsoft Com — Int/Div
National Oilwell — Int/Div
NetApp — Int/Div
Novartis ADR — Int/Div
Paypal Holdings — None
Pfizer Com — Int/Div
Proctor & Gamble Com — Int/Div
Roche Hidg Ltd Spon ADR — Int/Div
Sanofi Spon ADR — None
Schlumberger Lid — Int/Div
Seattle Spm Co (X) — Sold
Sprint Nextel Corp com ser — None
Suntrust Bks Inc Com — Int/Div
Symantec Corp Com — Int/Div — Sold (part)
Target Corp Com — Int/Div
TE Connectivity Ltd Reg com shs — Int/Div
Time Wamer Inc com new — Int/Div
Travelers Companies Inc Com — Int/Div
Umon Pacific Com — Int/Div
United Health Group — Int/Div
US Bancorp Del com new — Int/Div
Vulcan Materials Co Com — Int/Div
Walmart Stores Inc Com — Int/Div
Wells Fargo & Co — Int/Div
Schwab CA Mum Money Fund — Interest
Trust# 3
Santa Clara Vy Calif Transn Auth Sales T Sales Tax Rev Bd — Interest
LA Cty Calif Met Transn Auth S Meas. R senior sales tax bd — Interest
Calif St Univ Rev systemwide Rev Bds — Interest — Sold
Santa Clara Ca Umi Sch Dist GO Bds — Interest
Calif St GO Refunding bonds — Interest — Sold
LA Calif Uni Sch Dist GO — Interest
3M Co Com — Int/Div
21st Century Fox — Int/Div
Advansix, Inc — None — Sold
Aegon N V NY Registry sh ADR — Int/Div
American Express Co Com — Int/Div
Berkshire Hathaway Inc Del C1 B new Com — None
Capital One Fin'l Corp Com — Int/Div
Charter Communications — None
Chevron Corp Com — Int/Div
Comcast Corp new cl A com — Int/Div
Computer Sciences Corp com (X) — Int/Div
CSRA Inc — Int/Div — Sold
DXC Technology (x) — Int/Div
Dow Dupont Com — Int/Div
EBay Inc Com — None
Eh Lilly & Co Com — Int/Div
Enceson LM Tel Co ADR B sek 10 — None
Exxon Mobil Corp Com — Int/Div
Fedex Corp Com — Int/Div
General Electric Com — Int/Div — Sold (part)
HP Inc — Int/Div
Hewlett Packard Ente — Int/Div
Home Depot Com — Int/Div
Honeywell Int'l Com — Int/Div
IBM Com — Int/Div
Kimberly Clark Corp Com — Int/Div
Medtronic — Int/Div
Merck & Co Com — Int/Div
Micro Focus Intl (X) — None — Sold (part)
Microsoft — Int/Div
National Oilwell — Int/Div — Sold
Novartis AG Spons ADR — Int/Div
Paypal — None — Sold
Pfizer Com — Int/Div
Proctor & Gamble Co Com — Int/Div
Sanofi Spons ADR — None
Charles Schwab Corp new com — Int/Div
Sprint Nextel Corp com ser — None
Target Corp Com — Int/Div
TE Connectivity Ltd Reg Shs Com — Int/Div
Time Wamer Inc new com — Int/Div
Travelers Companies Inc Com — Int/Div
Umon Pac Corp Com — Int/Div
Walmart Stores Com — Int/Div
Wells Fargo & Co new com — Int/Div — Sold (part)
Schwab CA Mum Money Fund — Int/Div
TIAA-CREF: Cref Stock Fund — Int/Div
TIAA Traditional Annuity — Interest
Trust #4 : Dodge & Cox Stock Fund — Int/Div
Trust #5: Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #6: Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #6: Dodge & Cox Stock Fund — Sold (part)
Trust #6: Dodge & Cox Stock Fund — Sold (part)
Orphagen Pharmaceuticals preferred shares — None
Co-Trustee, Trust #3
Spouse's income — 2017 — Self-employed artist
In Part VII, 1 have listed Rental Property #1 twice, in lines 3 and 20. 12% of the property is held in Trust #1 {line 20), and 21 1/3% is owned by me separately (line
3), and the gross values of those percentage interests ire estimated accordingly. Rental Property #1 is rented--my share of the gross rent is reflected on line 3.
(X) Three new companies appear on my disclosure as a result of the partial spin-offs of businesses from HP Enterprises. DXC Technology was spun off from HP
Enterprises's Enterprise Services business and merged with Computer Sciences Corp. All of my shares in Computer Sciences Corp were exchanged for additional
DXC shares. As of April 3, 2017, | owned shares in DXC and none in Computer Sciences Corp. HP Enterprises also spun off its software business to Seattle
Spin Co. on September 1, 2017, which immediately merged with MicroFocus Int'l. 1 did not sell any of my stock in HP Enterprises,
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.