Walter King Stapleton
2014Annual
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What was filed
204
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Chester County Country Properties (real estate brokerage firm)
As filed
IShares Trans. Ave
Baxter Int'l Com. — Int/Div
Conoco Phillips Com. (part sold 8/13/12) — Int/Div
J&) Com — Int/Div
Marathon Oil Corp. Com — Int/Div
Merck Com — Int/Div — Sold
Pepsico Com — Int/Div
Kimberly Clark Com — Int/Div
Southern Co. Com — Int/Div
Exxon Mobil — Int/Div
3M Comp — Int/Div
SEI Tax Exempt Trust Account — Int/Div
Chubb Com. — Int/Div
Cisco Sys. Com. — Int/Div — Sold
Emerson Elec. Com — Int/Div
Acorn IL LP (*org. inv. Ponzi scheme: present value unknown) — None
Clarco Inc — Int/Div
Fleetwood PA Bd. 6/1/16 — Interest — Redeemed
JM. Schmucker Co. — Int/Div
Vanguard Emg. Mkt, ETF — Int/Div — Sold
Vanguard FTSE All World ex. US — Int/Div
IShares MSCI Pac. ex. Japan — Int/Div
AT&T — Int/Div
Hummelstown PA Bd. 11/15/14 — Interest — Redeemed
Bar Hrbr Bankshares — Int/Div
Nat'l GRI-ADR — Int/Div
Teva Phar. Ind — Int/Div
Roche Hide. Lid — Int/Div
Microsoft Corp. — Int/Div
Schlumberger Ltd. — Int/Div
Wisdomtree Emer. Mkt. — Int/Div — Sold
Sigma Aldrich Corp. — Int/Div
Stericycle — None
Microsoft Corp. — Int/Div
shares Pac. ex. Japan — Int/Div
Spectra Energy Corp. — Int/Div
Wallingford-Swart PA — Interest
Warwick PA Sch. — Interest
IShares Dow Jones Select — Int/Div
Duke Energy — Int/Div
Roval Dutch ADR — Int/Div — Buy
Cincinnati Financial — Int/Div — Buy
IPG Photonics — None — Buy
IPG Photonics — Int/Div — Buy
Erie Indemnity — Int/Div — Buy
General Mills — Int/Div — Buy
Roval Dutch ADR — Int/Div — Buy
Schlumberger — Int/Div — Buy
Cincinnati Financial — Int/Div — Buy
Erie Indemnity — Int/Div — Buy
Conoco Phillips — Int/Div — Buy
Royal Dutch ADR — Int/Div — Buy
Novartis AG ADR — Int/Div — Buy
RBC Bearings — None — Buy
IPG Photonics — None — Buy
Alerian MLP EJF — Int/Div — Buy
AT&T — Int/Div — Buy
AT&T — Int/Div — Buy
Nuveen Perform. Plus. Muni — Interest
Buckeye Partners — Interest
Johnson &Johnson Com — Int/Div
Merck & Co. Com. — Int/Div
Real Estate Chester Co. PA (App.Date A30/1 1: S950.000) — None
Star Bancorp. — Int/Div
Fleetwood PA Bd — Interest — Redeemed
PA-exempt Mun. Bd — Interest
Powershares Exch — Interest
Berkshire Hathaway. Inc — None
IShares Nasdaq Biotech — Int/Div
Natixis ASG Global — Int/Div
IRA — Int/Div
IShares Select
IShares US Medical
Street Tracks Gold Trust
IShares S&P Mid. Cap
IShares DJ US Unl
IShares US Healthcare
IShares FTSE Xinhua — Sold
IShares Trust-Dow J Sel. Div
IShares T NASDAQ
Plum Creek Timber Co.
ML Bank USA RASP account
IShares S&P Latin, Am — Sold
Powershares DB Commodity — Sold
IShares So. Africa — Sold
Sector SPDR Consumers
Retirement Res. CLI account
Berkshire Hathaway Inc
IShares Tr. Dow LS
Powershares Global Water
IShares DJ US Oil & Gas
IShares Barclays Treas — Sold
IShares MSC! Emer — Sold
IShares Barclays 1-3 Credit — Sold
Pimco Short Maturity — Sold
ALPS Alerian
IShares MSC Mexico
Guggenheim S&PS00 Eq. Wid. ETF
Vanguard MSCI Eur. ETF
AMEX Tech. SPD
Gotham Abs. Ret. Fd — Buy
IShares MSC1 Emg — Buy
Vanguard Div. App. ETF — Buy
Vanguard FTSE Dev. Mkts ETF — Buy
IShares Core S&P Small Cap ETF — Buy
SPDR KBW Reg. Bank ETF — Buy
Materials Sel. Sector SPDR Fund — Buy
Sector SPDR Energy — Buy
Sector SPDR Fmancial — Buy
IShares MSCI Mex. Capped — Buy
Guggenheim S&P 500 Eg. We ETF — Buy
Vanguard MSC] Eur. ETF — Buy
AMEX Tech. Sel. SPDR — Buy
Ches. Co. Country Properties SEP — Int/Div
Berkshire Hathaway, Inc
Templeton Global Total
US Treas. Inflation Note 1/15/15
ML Bank USA RASP account
US Treas. Inflation Note 1/15/20
BAC Mitts Ind. 1729/16
US Treas. Inflation Note 7/15/20
U.S. Treas. Inflation Note 1/15/18
Natixis ASG Global
BAC Clim. Rogrer — Sold
Vanguard Total St. MK
MLCX Clim Ban Corp — Redeemed
IShares Core High Div. ETF — Buy
Guggenheim S&P 500 Equal Wt. Tech FTF — Buy
Vanguard Div. APP. ETF — Buy
Advisory Research MLP & Ener. Inc. Fd CLC — Buy
PMF TEI Fund Ip — Buy
IShares S&P Global 100 — Buy
Vanguard MSC1 European ETF — Buy
Mamstay Marketfield Fund CLC — Buy
Endowment TEI Fund — Sold
Vanguard Total Stk Mkt E1r — Buy
Vanguard MSC1 Eur. ETF — Buy
Vanguard Div. App. ETF — Buy
Vanguard FTSE Dev. Markets ETF — Buy
Vanguard Total Stk. Mkt. ETF — Buy
Aberdeen Equity Long-Short — Int/Div — Sold
T. Rowe Price Sci.& Tech Fd — Int/Div
Exxon Com. — Int/Div
Acorn 11 LP (org. inv. Ponzi scheme: present value unknown) — None
SEI Tax Exempt Trust account — Int/Div
Kimberly Clark Com — Int/Div
Cincinnati Fin. Corp. Com — Int/Div
SEI Investments Co. — Int/Div
Colgate Palmolive — Int/Div — Sold
Rayonier, Inc — Int/Div — Sold
Stericycle, Inc — None
Fleetwood PA Bd. — Interest — Redeemed
Graco Inc — Int/Div
Pine Grove Sch. Bd. — Interest
AT&T Inc — Int/Div
Spectra Energy Corp. — Int/Div
Donaldson Inc — Int/Div — Sold
BP PLC Spous ADR — Int/Div
Shares MSCI Pac. ex. Japan — Int/Div
Bar Harbor Bankshares — Int/Div
CMA PA Mun. account — Interest
Warwick PA Sch. Dist. Bd — Interest
N. Pocono Sch. Dist. Bd — Interest
Council Rock Sch. Dist. Bd. — Interest
PA St First — Interest
CD Western Bank PR *
Monroeville PA Bond — Interest
Unionville<Chadds Ford Bd — Interest
Bloomsberg Area Sch. Dist — Interest
Towanda Area Sch. Dist — Interest
Westmoreland PA Mun — Interest
Ringgold PA Sch. Dist — Interest
Lower Allen PA Bd — Interest
Unionville<Chadds Ford Bd — Interest
Covidien — None
Nat'l GRI-ADR — None
Wisdomtree Emer. Mkts — Int/Div
Novartis AG — Int/Div
Microsoft Comp. — Int/Div
Nat'l Fuel Gas Co. — Int/Div — Sold
Schlumberger Lid. — Int/Div
Sigma Aldrich — Int/Div
Stericycle — None
Kinder Morgan Energy — Int/Div
CMA PA Municipal account — Interest
Del. Valley Sch. Dist. Bd — Interest
Nashaminy Sch. Dist — Interest
Pa. TPK CML OIL — Interest
Pa. St. Bond — Interest
Spring-Ford Pa. Bd — Interest
Pa State Bd — Interest
Erie Indmnity Co — Int/Div — Sold
Vanguard Emer. Mkts ETF — Int/Div
Vanguard FTSE All-World Ex. US — Int/Div
Graco — Int/Div — Sold
SPDR SP Bric 40 — Int/Div
Duke Energy — Int/Div — Sold
Vanguard All World Ex. US — Int/Div
Vanguard Emer. Mkts IETF — Int/Div
Alps Alerian MLP ETF — Int/Div
Mechanicsburg Pa Bd — Interest
Chester Co. Pa Bd — Interest
Real Estate Chester Co. Pa (4/27/10) (S265.000) — Rent
Real Estate Eaglesmere PA (9/4/12) ($330,000) — None
Spouse's income — 2014 — Chester County Country Properties (real estate brokerage firm)
The IShares Barclays Treas. identified on line 92 of this report were erroneously omitted from my 2012 and 2013 reports. They were purchased on 12/05/12 for a
J value.
The [Shares Barclays 1-3 Credit identified on line 94 of this report were erroncously omitted from my 2012 and 2013 reports. They were purchased on 12/05/12
for a K value.
The Aberdeen Equity Long-Short securities identified on line 142 of this report were erroneously omitted from my 2009 - 2013 reports. They were purchased on
11/09/09 for an L value,
The CD Western Bank identified on line 167 of this report was erroncously reported us owned on my 2010 - 2013 reports. This security wus redeemed on
06/22/09 for an L value and an A gain.
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.