Helen W. Gillmor

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

  • 182

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Hawan Women's Legal Foundation
  • American Conterence Institute
  • Pension from State of Hawaii 01/01/2013-12/31/2013)

As filed

Intel Corp — Int/Div

JP Morgan — Int/Div

IRA # 1 Charles Schwab (H)

Apollo Inv — Int/Div — Sold (part)

Apollo Inv — Sold (part)

Apollo Inv — Sold (part)

Apollo Inv — Sold

Banco Santander — Int/Div

Carnival Corp — Int/Div

Chesapeake Energy — Int/Div

CIFC (Deerfield) — None — Sold

Cisco Systems — Int/Div

Citigroup — Int/Div

Commonwealth REIT — Int/Div — Sold (part)

Commonwealth REIT — Sold (part)

Cohen & Steers REIT — Int/Div — Sold (part)

Cohen & Steers REIT — Sold (part)

Co. Vale de Rio — Int/Div

Comoco Phillips — Int/Div

Diana Shipping — None — Buy (add'l)

Duke Energy 5.125% — Interest — Buy

Duke Energy 5.125% — Buy (add'l)

Equity Residential Reit — Int/Div — Buy

Exxon Mobil — Int/Div

Freeport McMoran — Int/Div — Buy (add'l)

Freeport McMoran — Buy (add'l)

Frontier Com — Int/Div

Goldman Sachs — Int/Div

Phillips 66 — Int/Div

Plans American Pipeline — Int/Div

Powershares Exc. Traded — Int/Div

Prestige Brands — None — Sold (part)

Raytheon Corp — Int/Div — Sold

RuthsChris Steakhouse — None

Sumley Black + Decker 5.75% — Interest — Buy

Whirlpool Corp — Int/Div — Sold

Baron Asset Fund — Iistnbution

Fidelity Canada Fund — Distribution — Buy

Fidelity Canada Fund — Buy (add'l)

Gabelli Asset Fund — Distribution

Janus Research Fund (previously listed us James Fund) — Distribution

Landus Intl Fund — Distribution

Brokerage Money Market Fund — istnbution

Brokerage Account # , Charles Schwab (H)

Money Market Fund — Distribution

Brokerage Account # 2, Charles Schwab (H)

Scopia PX LLC — istmbution

IRA #2. Charles Schwab (H)

Advent Claymore ENHCD Fund — Int/Div — Sold (part)

Advent Claymore ENHCD Fund — Sold (part)

Advent Claymore ENHCD Fund — Sold (part)

S10. — Sold (part)

Apollo Inv — Int/Div — Sold (part)

Apollo Inv — Sold (part)

Apollo Inv — Sold

Ares Capital — Int/Div — Buy (add'l)

Ares Capital — Sold (part)

Ares Capital — Sold (part)

Ares Capital — Sold

Atlantic Power — Int/Div — Buy

Atlantic Power — Buy (add'l)

Atlantic Power — Buy (add'l)

Brasil Telecom — None — Sold

Blackrock Kelso — Int/Div — Sold (part)

Blackrock Kelso — Sold (part)

Cohen & Steers REIT — Int/Div — Sold (part)

Cohen & Steers REIT — Sold (part)

Cohen & Steers REIT — Sold (part)

Commonwealth REIT — Int/Div — Sold (part)

Compass Diversified — Int/Div — Buy (add'l)

Frontier Communications — Int/Div — Buy

Frontier Communications — Int/Div — Buy (add'l)

Frontier Communications — Int/Div — Buy (add'l)

Invesco Corp — Int/Div

OSIA ADR (formerly Brasil Telecom) — None — Sold

Peabody Energy — Int/Div — Buy (add'l)

Prospect Capital — Int/Div — Buy (add'l)

Prospect Capital — Buy (add'l)

Solar Capital — Int/Div — Buy

Solar Capital — Buy (add'l)

Solar Capital — Sold (part)

SPDR - Homebuilders — Int/Div — Buy (add'l)

Turkish Inv Fund — Int/Div

USG Comp — None — Buy (add'l)

USG Comp — Sold (part)

Cohen & Steers Intl REIT — Distribution

Money Market Fund — Distribution

Brokerage Act. # 3, Charles Schwab (H)

AT&T — Int/Div

Bank of America — Int/Div — Buy

American Capital — None — Sold

Commonwealth REIT — Int/Div

Brokerage Money Market — Distribution

IER -FBO Trust # , Keybank (H)

Abbott Labs — Int/Div

Abbvie, Inc — None — from line 93)

Abbvie, Inc — Sold

Amazon — None

Amgen, Inc — None — Sold (part)

Anadarko Pete — Int/Div

Apple Corp — None — Sold (part)

AT&T — Int/Div — Sold

Bank of Nova Scotia — Int/Div — Sold (part)

CVS/Caremark — Int/Div — Sold (part)

Celgene — None

Cincinati Fin Corp — Int/Div

Coca Cola — Int/Div — Sold (part)

Disney Co — Int/Div

EMC Corp. — Int/Div — Sold

Exxon Mobil — Int/Div

Freeport McMoran — None

General Electne — Int/Div

General Mills — Int/Div — Sold (part)

H. J. Hemz Co. — Int/Div — Sold

IBM — Int/Div

Kraft Foods — Int/Div

Morgan Stanley — Int/Div

Oracle Corp — Int/Div

Pepsico — Int/Div — Sold (part)

Proctor and Gamble — Int/Div — Sold (part)

Qualcom — Int/Div — Sold (part)

Southem Co — Int/Div — Sold

Starbucks Corp — Int/Div

Suntrust Banks — Int/Div

Target Corp — Int/Div — Sold

United Parcel Service — Int/Div

United Technologies — Int/Div

Venzon — Int/Div

Visa — Int/Div — Sold (part)

Walgreen — Int/Div — Sold

Wells Fargo — Int/Div — Sold (part)

Harbor Intl Fund — Int/Div — Buy (add'l)

Harbor Intl Fund — Buy (add'l)

Ishares Emerging Mkts — Int/Div — Buy (add'l)

Ishares Mid Cap — Int/Div — Buy (add'l)

Royce Special Equity — Int/Div — Buy (add'l)

KT Short Term Fund — Distribution — Buy

Penobscot Trading Co Ltd., Honolulu HI — None

Insurance Policies (H)

New York Life — Int/Div

New York Life — Int/Div

MONY — Int/Div

Washington National Life — Int/Div

Kevbank Account (H)

Apache Corp — Int/Div — Sold (part)

Apple Corp — Int/Div — Sold (part)

CVS/Caremark — Int/Div — Sold (part)

Camden National — Int/Div

Celgene — None

Chevron — Int/Div

Costco Wholesale — Int/Div — Sold (part)

Costco Wholesale — Sold (part)

Walt Disney Co — Int/Div

Eaton Corp — Int/Div — Buy

Eaton Corp — Sold (part)

Exxon Mobil — Int/Div

General Mills — Int/Div

H.). Heinz Co — Int/Div — Sold

Kraft Foods — Int/Div

Lowes Corp — Int/Div — Sold (part)

McCormack and Co — Int/Div — Sold

Nextera Energy — Int/Div — Sold (part)

Novartis AG — Int/Div — Sold (part)

Oracle — Int/Div

Pepsico — Int/Div — Sold (part)

Praxair — Int/Div — Sold (part)

Praxair — Sold (part)

Proctor & Gamble — Int/Div — Sold (part)

Qualcomm, Inc — Int/Div — Sold (part)

Teva Pharmaceuticals — Int/Div — Sold

3M Corp — Int/Div — Sold

Travelers Cos — Int/Div — Sold (part)

United Technologies — Int/Div — Buy

United Health Group — Int/Div

Venzon — Int/Div

Wells Fargo — Int/Div — Sold (part)

Harbor Int'l Fund — Int/Div — Sold (part)

I Shares Mid-Cap — Int/Div

I Shares Small-Cap — Int/Div — Sold (part)

Neuberger Berman Emrg Mkts — Int/Div — Buy

Vangaurd Emerging Markets Fund — Int/Div — Buy (add'l)

Federated Tax Free Obligations Fund (f/k/a Federal TaxFreeFund — Interest

Director, Hawan Women's Legal Foundation

Reimbursement — American Conterence Institute — January 17-18 — San Diego, CA — Speaker — Aartare, Hotel

Spouse's income — 1011272013 — Pension from State of Hawaii 01/01/2013-12/31/2013)

The following were errors on the 20112 Report:

Key Bank Small Cap Fund was sold 2/21/12 A, Dividend, L, D. Then named KT Small Cap Fund - it was mistakenly reported as still in the acount on 12/13/12

because the account ilso showed an asset called KT Short Term Fund.

3M was sold on 2/23/12 K D. It should not have been reported at year's end.

MetLife was sold (loss) on 6/13/12 1. It should not have been reported at year's end.

Devon Energy was a partial sale on 02/17/12 and 6/13/12. There was a final sale on 10/31/12, which was shown as a partial sale on the 2012 report. That sale

should have been shown as a complete and final sale on the 2012 report. All sales were J C.

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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