William Horsley Orrick jr

2017Annual

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Pull out the substance of this filing.

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.

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