John M. Conroy
2016Annual
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What was filed
294
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Catholic Diocese of Vermont-salary
As filed
Vermont Federal Credit Union — Interest
Vanguard Prime Money Market — Interest
Real estate-Jackson Co. (CO) — None
Brokerage account #
Abbott Laboratories common stock — Int/Div
Abbvie Common Stock — Int/Div
Advansix Inc. common stock — Int/Div — Buy
AGL Resources Inc. common stock — Int/Div — Sold
Allergan Inc. common stock — Int/Div — Sold (part)
Alerian MLP ETF — Int/Div — Buy (add'l)
Alibaba Group Holdings common stock — Int/Div — Buy
Alphabet Inc. common stock — Int/Div
Amazon common stock — Int/Div — Buy
Amgen common stock — Int/Div — Buy
American Express Inc. common stock — Int/Div
American Int'l Group common stock — Int/Div
Analog Devices Inc. common stock — Int/Div
Apple Inc. common stock — Int/Div
ARM Holdings Inc. common stock — Int/Div — Sold
AtenaHealth care inc. common stock — Int/Div
AT&T common stock — Int/Div — Buy
Bank of America common stock — Int/Div — Sold (part)
Mastercard Inc. common stock — Int/Div — Sold (part)
Berkshire Hathaway — Int/Div — Buy
Boeing common stock — Int/Div — Buy (add'l)
Bristol Myers Squibb common stock — Int/Div — Buy (add'l)
Brookdale Senior Living Inc. common stock — Int/Div — Sold
Cabot Oil and Gas, Inc. common stock — Int/Div — Sold
CBRE Group Inc. common stock — istmbution — Sold
Celgene Corp common stock — Int/Div — Buy (add'l)
Chevron Oil. commom stock — Int/Div
Chubb Inc. common stock — Int/Div — Sold (part)
Clorox Inc. common stock — Int/Div
Coca-Cola common stock — Int/Div
Cohen & Steers Qual. Inc. RLTV — Int/Div — Buy
Conoco-Phillips common stock — Int/Div — Buy (add'l)
Costco Inc. common stock — Int/Div — Buy
Crown Castle Int'l common stock — Int/Div — Buy (add'l)
Danaher Corp. common stock — Int/Div — Buy
Dreyfuus Large Cap. Growth mutual fund — Distribution
Dreyfus Strategic Value mutual fund — istnbution
Eaton Corp. common stock — Int/Div
Energy Trans Equity LP (ETE) — Int/Div — Sold
Exxon Mobil common stock — Int/Div
Express Scripts common stock — Int/Div — Sold
Facebook Inc. common stock — Int/Div — Sold (part)
Fidelity MSC Materials Index — Int/Div — Buy
Fortive Corp. common stock — Int/Div — Buy
General Dynamics Corp. common stock — Int/Div
General Electric common stock — Int/Div
General Mills common stock — Int/Div
General Motors common stock — Int/Div — Sold
Gilead Science Inc. common stock — Int/Div — Buy (add'l)
Goldman Sachs Grp Inc — Int/Div
HCP Inc. common stock — Int/Div
Honeywell Inc. common stock — Int/Div — Buy (add'l)
IDEXX Labs Inc. common stock — Int/Div
IBM common stock — Int/Div — Buy
Intel Corp common stock — Int/Div
shares MSCI EAFE ETF — Distribution
Johnson and Johnson common stock — Int/Div — Buy (add'l)
JP Morgan Chase — Int/Div
Kimberly Clark corp common stock — Int/Div — Buy
Kraft Heinz common stock — Int/Div — Buy
Liked Corp. common stock — Int/Div — Sold
Lockheed Martin common stock — Int/Div — Buy
Lowe's Corp. common stock — Int/Div
Marathon Petroleum common stock — Int/Div — Buy
Mastercard Inc. common stock — Int/Div
McDonald Corp. common stock — Int/Div
Medtronic common stock — Int/Div — Buy
Merck Inc. common stock — Int/Div
Met Life Inc. common stock — Int/Div
Microsoft Corp. common stock — Int/Div
MobilEve N.V. common stock — Int/Div — Sold
MPLX LP Unit Rep. LTD — Int/Div — Sold
Nextera Energy Inc. common stock — Int/Div — Buy
NUStar Grp Holdings Inc — Int/Div — Sold
Omega Health Inc. common stock — Int/Div
Palo Alto Networks Inc. common stock — Int/Div
People’s United Financial common stock — Int/Div — Sold
Phillips 66 Inc. common stock — Int/Div — Buy
Proctor & Gamble common stock — Int/Div
Quality Care Properties Inc. common stock — Int/Div — Buy
Raytheon Inc. common stock — Int/Div — Buy
SalesForce Inc. common Stock — Int/Div — Buy (add'l)
Schlumberger Inc. common stock — Int/Div — Buy (add'l)
Southern Co. common stock — Int/Div
Starbucks Corporation common stock — Int/Div
SPDR Trust Series — istmbution
Under Amour Inc. common stock — Int/Div — Buy (add'l)
United Tech. Corp. common stock — Int/Div — Buy
United Health Grp. common stock — Int/Div — Buy
Visa Inc. class A common stock — Int/Div — Buy
Vanguard REIT ETF — istnbution
Vanguard FTSE Europe Fund — Distribution
Walt Disney Co. Holding Co. common stock — Int/Div
Weingarten Realty Inv.common stock — Int/Div
Commerce City CO muni bond — Interest — Redeemed
Clear Creek CO muni bond) — Interest — Redeemed
Berthoud Cty CO muni bond — Interest
CO Higher Ed Auth muni bond — Interest
CO State COPS Rev-A Ralp Carr Justice Center muni Bond (X) — Interest
Black Hawk CO Tav Rev Bond — Interest — Redeemed
West Metro Fire Dist CO muni bond — Interest — Redeemed
Pueblo Cty CO muni bond — Interest
Colo Springs Utility muni bond — Interest
Boulder Valley CO School District muni hood — Interest
Denver Colo Health and Hospital Auth mum bond — Interest
Plains All Americamn Pipeline Corp. bond — Interest — Redeemed
Umversity of Vermont bonds — Interest — Buy
Entergy Louisiana corp bond — Interest — Redeemed
AT&T corp. bond — Interest — Buy
Goldman Sachs bond — Interest — Buy
Ebay Inc. corp. bond — Interest — Buy
Duke Energy corp. bond — Interest — Buy
Thermo Fischer Scientific corp. bond — Interest — Buy
Morgan Stanley Bank — Interest
Trust #1 (income beneficiary):
Advansix Inc. common stock — Int/Div — Buy
American Express Inc. common stock Refer 10 Part VIII — Int/Div
Amgen Inc. common stock — Int/Div — Buy
American Int'l Group common stock — Int/Div
Amencan Tower REIT — Distribution
Apple Inc. common stock — Int/Div
Berkshire Hathaway common stock — Int/Div
Boeing common stock — Int/Div
Bristol Myers Squibb common stock — Int/Div
Danaher Inc. common stock — Int/Div — Buy
Fortive Inc. common stock — Int/Div — Buy
General Electric common stock — Int/Div
Conoco-Phillips common stock — Int/Div
Emerson Electric common stock — Int/Div — Sold
Express Scripts Ine. common stock — Int/Div — Sold
Facebook Inc. common stock — Int/Div
Fortive common stock — Int/Div — Buy
General Dynamics Inc. common stock — Int/Div
General Electric common stock — Int/Div
Gilead Science Inc. common stock — Int/Div
Honeywell Inc. common stock — Int/Div
IBM common stock — Int/Div
Linkedin Inc. common stock — Int/Div — Sold
Medtronic PLC shares Refer to Part VIII — Int/Div
Microsoft Inc. common stock — Int/Div
Netflix common stock — Int/Div — Buy
Pepisco common stock — Int/Div
Palo Alto Networks common stock — Int/Div
Proctor and Gamble common stock: Refer to Part VIII — Int/Div
Royal Gold common stock Refer to Part vin — Int/Div
Salesforce.com Inc. common stock — Int/Div
Schlumberger LTD common stock — Int/Div — Buy
Seadnill Lud common stock — Int/Div — Sold
Starbucks Corp. common stock — Int/Div
Under Armour Inc. common stock Refer to Part VIII — Int/Div
Vanguard REIT ETF — Distribution
Walt Disney Co. Holding Co. common stock — Int/Div
Celgenne Corp common stock — Int/Div
Verizon Comm'n common stock — Int/Div
Alerian MLP ETF Refer to Part VIII — Int/Div
shares Japan MSCI ETF refer to Part VIII — Int/Div
Morgan Stanley Bank — Interest
IRA acct
Advansix Inc. common stock — Int/Div — Buy
Alibaba Group Holdings Ltd common stock — Int/Div — Buy
Amgen Inc. common stock — Int/Div
AIG Inc. common stock — Int/Div
Apple Inc. common stock — Int/Div
Berkshire Hathaway class B common stock — Int/Div
Boeing common stock — Int/Div
Conoco-Phillips Inc. common stock — Int/Div
Honeywell Inc. common stock — Int/Div
Johnson & Johnson Inc. common stock — Int/Div
Mobileye Inc. common stock — Int/Div
Under Armour common stock — Int/Div
Morgan Stanley Bank — Interest
IRA acct.
Morgan Stanley Bank — Interest
AIG common stock — Int/Div
Athenahealth Inc. common stock — Int/Div
Bank of America common stock — Int/Div
Berkshire Hathaway class B common stock — Interest
Boemg common stock — Int/Div
Bristo Myers Squibb common stock — Int/Div
Conoco-Phillips common stock — Int/Div
General Electric common stock — Int/Div
IBM common stock — Int/Div
Mobileve Inc. common stock — istnbution
T Rowe Price Growth Fund — Int/Div
Palo Alto Networks Inc. common stock — Int/Div
Proctor and Gamble common stock — Int/Div
SPDR DJ Wlishire Int'l Real Est. ETF — Distribution
Sales Force Inc. common stock — Int/Div
Schlumberger Ltd. common stock — Int/Div
Starbucks Corp. common stock — Int/Div
Under Armour Inc. common stock — Int/Div
IM Co. common stock — Int/Div
Brokerage acct #4.
Charles Schwab Cash sweep acct (Y)
Morgan Stanley Bank (Y)
Alphabet Inc. (Google) common stock (Y)
AIG common stock (Y)
American Express common stock(Y)
Anadarko Pete common stock (Y)
Apple Inc. common stock (Y)
AthenaMealth Ine. common stock (Y)
Berkshire Hathaway Inc. common stock (Y)
Boeing me. common stock (Y)
Bristol Myers Squibb common stock (Y)
Celgene Inc. common stock (Y)
Conoco Phillips Inc. common stock (Y)
CVS Health Care common stock (Y)
Express Scripts Inc. common stock (Y)
Facebook Inc. common stock (Y)
Freeport McMoran Ine. common stock (Y)
General Electric common stock (Y)
General Dynamics Corp common stock (Y)
Gilead Science Inc. common stock (Y)
Hershey Inc. common stock (Y)
Honeywell Inc. common stock (Y)
Ishares MSC Japan ETF (Y)
Lmkedln Corp common stock (Y)
MicroSoft Inc. common stock (Y)
NetFlix Inc. common stock (Y)
Palo Alo Networks Inc. common stock (Y)
Proctor and Gamble Inc. common stock (Y)
Sclumberger Inc. common stock (Y)
Starbucks Inc. common stock (Y)
Under Armour Inc. common stock (Y)
Verizon Inc. common stock (Y)
Walt Disney Inc. common stock (Y)
Vanguard REIT ETF (Y)
Goldman Sachs USA Bank CD (Y)
403(b) plan
1MAA-CREF Growth Stock Fund — Int/Div
TIAA-CREF Equity Stock Fund — Int/Div
TIAA-CREF Stock Fund — Int/Div
John Hancock Blue Chip Growth Fund — Int/Div
IRA acct, #3
Vanguard S&P 500 Index Fund (Y)
Trustacct 43
Abbvie Inc common stock — Int/Div
Advansix Inc. common stock — Int/Div — Buy
Alphabet Inc. common stock — Int/Div
AIG New common stock — Int/Div
Amer. Express common stock — Int/Div
Amencan Tower REIT — Int/Div
Apple Inc. common stock — Int/Div
AT&T common stock — Int/Div
Bank of America common stock — Distribution
Boeing Inc. common stock — Int/Div
Bnstol Myers Squib common stock — Int/Div
Celgene Corp. common stock — Int/Div
Chevron Corp. common stock — Int/Div
Cisco Systems Inc. common stock — Int/Div
Comcast Inc. common stock — Int/Div
Conoco Phillips Inc. common stock — Int/Div
Costco Inc. common stock — Int/Div
Cummins Inc. common stock — Int/Div
CVS Health Care Inc. common stock — Int/Div — Sold
Danaher Inc. common stock — Int/Div — Buy
Exxon Mobil common stock — Int/Div
Fortive Inc. common stock — Int/Div — Buy
Gilead Science Inc. common stock — Int/Div
Halliburton Inc. common stock — Int/Div
Hilton World Wide Holdings Inc. common stock — Int/Div
Honeywell Int'l Inc. common stock — Int/Div
IBM common stock — Distribution — Buy
Johnson & Johnson common stock — Int/Div
Kraft Heinz common stock — Int/Div — Buy
Linkedin Inc. common stock — Int/Div — Sold
Lockheed Martin common stock — Int/Div — Buy
Microsoft Inc. common stock — Int/Div
Netflix Inc. common stock — Int/Div
NXP Semi Conductors Inc. common stock — Int/Div
Occidental Petroleum common stock — Int/Div — Buy
Palo Alto Networks Inc. common stock — Int/Div
Pepsico Inc. common stock — Int/Div
Phizer Inc. common stock — Int/Div
Phillips 66 Inc. common stock — Int/Div
Praxair Inc. common stock — Int/Div
Proctor & Gamble Inc. common stock — Int/Div
Roval Gold Inc. common stock — Int/Div
Sales Force Inc. common stock — Int/Div
Schlumberger Inc. common stock — Int/Div
Starbucks Inc. common stock — Int/Div
Toromto Dommion Bank Inc. common stock — Int/Div
Under Armour Inc. common stock — Int/Div
Union Pacific Inc. common stock — Int/Div
United Tech. Inc. common stock — Int/Div
Walt Disney Corp. common stock — Int/Div
CitiGroup Inc. pref. stock — Int/Div
Goldman Sachs Inc. pref. stock — Int/Div
Cohen & Steers Realty ETF — Int/Div — Buy
Morgan Stanley cash account — Interest — Open
Spouse's income — 2016 — Catholic Diocese of Vermont-salary
Amendments to 2015 Financial Disclosure Report:
Lines 105-147
Trust #1
1, 2015 Line 115: Canadian Pacific Railway common stock sold 623/15 Value K gain D
2. 2015 Line 129: Medtronic PLC shares: The 2015 Financial Discloure form reported a sale of Medtronic common stock on line 129. The event was actually
a taxable exchange of Medtronic Inc. shares for Medtronic PLC shares. The Medtronic PLCshares were held at the end of the 2016 reporting period and are
reported on the 2016 Financial Disclosure form,
3. Lines 120 and 143: Double reporting of the same asset (Express Scripts Ine. common stock). Consolidated on 2016 report.
Lines 108 and 144: Double reporting of same asset (Apple common stock). Consolidated on 2016 report.
4. Line 145 Citrix Systems. 2014 FiDo report accurately reported this asset had been completely sold in 2014, Subsequent inclusion as an asset in 2015 report was
an error, Did not own the asset in 2016.
Omitted 2015 acquisitions, now reported on 2016 report:
4. Proctor and Gamble common stock J T Bought 925/151 [ [2016: line 149]
5. Royal Gold common stock J T Bought 1/25/15 1 [2016 line 150]
6. Alerian MLP ETF J T Bought 6/26/15) [2016: line 160]
7. IShares Japan ETF 1 T Bought 626/15] [2016: line 161]
8. American Express common stock J T Bought 3/15/2015 J [2016 line 121]
9. Palo Alto Networks common stock J T Bought 3/15/2015 J [2016; line 147]
10. Under Armour common stock J T Bought 6/26/2015 J [20016: line 154]
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.