Jeffrey James Helmick

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

54
investments
1
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income

Named parties

American Express
Amencan Express

As filed

Target Corp. Stock

Royce FD Premier SER Mutual Fund — Sold

Trust #1 (H) — Int/Div

Air Products and Chemicals. Inc. Stock

Apache Comp. Stock (Y)

Apple Inc. Stock — Sold (part)

Aston/Fairpointe Mid Cap Fund

Bank of Nova Scotia Stock (Y)

BHP Billiton Ltd. Stock — Sold (part)

Chevron Corp Stock

Colgate Palmolive Co. Stock

ConocoPhillips Stock

Dodge & Cox Int'l Stock Fund

EMC Corp. — Sold

Google, Inc. Stock

Intel Corp — Buy

Intercontinental Exchange Inc. Stock — Sold

iShares MSCI Canada Index — Sold

iShares MSCI Emerging Markets Index (Y)

iShares MSC Pac Ex-Jpn Index — Sold

Johnson & Johnson Stock

Oracle Corp. Stock — Sold

Parker Hannifin Corp. Stock — Sold (part)

Pepsico Inc. Stock

Phillips 66 Stock (Y)

Teva Pharmaceuticals Industries Inc. Stock iY

United Technologies Corp. Stock

Vanguard Emerging Markets Fund

Walgreen Co. Stock (Y)

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

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

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

KT Short Term Deposit Fund

Harbor Intemational Fund (X) — Buy

Harbor Intemational Fund (X) — Buy (add'l)

Neuberger Berman Emerg Mkts Eqty (X) — Buy

iShares MSCI EAFE Index Fund (X) — Buy

IRA #1 (MH) — Int/Div

Merrill Lynch Cash™™Money Account — hy

Alcatel Lucent Stock

AOL Inc. Stock

LSI Corp. Stock

Time Warner Inc. Stock

Time Warner Cable Inc. Stock

Deferred Compensation #1 (H) — Int/Div

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

5/3 Bank Business Checking Account — None — Closed

Member, Board of Trustees

Liability — American Express — Credit Card

Liability — Amencan Express — Credit Card

Regarding “Trust #1%, the first hsting in Part VIL J

—

is the sole beneficiary of the trust.

Regarding line 54, "5/3 Bank Business Checking account”, was a non-interest bearing business account, not used in 2013, so it did not earn income and did not

have a balance.

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.