John M. Conroy

2016Annual

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Pull out the substance of this filing.

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.

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John M. Conroy | Frix