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.

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