William Horsley Orrick jr

2018Annual

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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

  • 156

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust #3
  • Self-employed artist

As filed

Microsoft — Int/Div

El Lilly Com — Int/Div

First Republic checking accounts — Interest

Beneficial State Bank (fk a OnePacificCoast Bank) accounts — Interest

Rental property £1, IE — Rent

401K #1

Dodge & Cox Stock Fund — Int/Div

Fidelity Diversified Intemational Fund — Int/Div

Spartan 500 Index Fund — Int/Div

Vanguard Total Bond Market — Int/Div

d01k#2

Vanguard Target 2020 Fund — Int/Div

Vanguard Int'l Growth Fund — Int/Div

Vanguard Int'l Growth Fund — Int/Div

Vanguard Int'l Growth Fund — Int/Div

Dodge & Cox Stock Fund — Int/Div — Sold (part)

Trust #1

12% interest in rental property 1, mm [ — None

El Lilly & Co Com — Int/Div

General Electric Com — Int/Div

IBM Com — Int/Div

Merck & Co Com — Int/Div

Monsanto Co Com (x) — Int/Div — Sold

Pfizer Com — Int/Div

Proctor & Gamble Com — Int/Div

Rayomier Com — Int/Div

Vanguard Index — Int/Div

JM Smucker Com — Int/Div

First Republic Bank account — Interest

Trust #2

3M CoCom — Int/Div

21st Century Fox — Int/Div

Adobe Systems (x) — None — Sold (part)

Adobe Systems (x) — Sold

Aegon N V NY Registry ADR(x) — Int/Div — Sold

Amencan Express Co Com — Int/Div

Apache Corp (x) — Int/Div — Sold

Baker Hughes, Inc. Com{x) — Int/Div — Sold

Bank of America Com — Int/Div

Bank of New York Mellon Com — Int/Div

BBAT Corp Com — Int/Div

Boston Scientific Corp Com — None

Cadence Design System Inc Com — None — Sold (part)

Cadence Design System Inc Com — Sold (part)

Capital One Fin'l Corp Com — Int/Div

Cisco Systems — Int/Div

Charles Schwab Corp — Int/Div

Charter Communications — None

Chevron Corp Com — Int/Div

Comcast Corp new CLA com — Int/Div

Coming — Int/Div

DXC Technology — Int/Div

Perspecta (spun off from DXC Technology) — Int/Div — Sold

Dell Technologiesix) — None — Sold

Diageo PLC Spon ADR New — Int/Div

Dodge and Cox Stock Fund — Int/Div

Dow Dupont Com — Int/Div

EBay Inc Comix) — None — Sold

Enceson LM Tel Co ADR B SEK 10 — Int/Div

Fedex Corp Com — Int/Div

General Electric Com — Int/Div

Harley Davidson(x) — Int/Div — Sold

HP Inc — Int/Div

Hewlett Packared Ente — Int/Div

Home Depot Inc Com — Int/Div

IBM Com — Int/Div

Johnson Controls Interactive — Int/Div — Sold (part)

Quarate Retail (f ka. Liberty Interactive Corporation Int Com Ser A — None

Medtronic, Inc Com — Int/Div

Micro Focus Int'l — Int/Div — Sold (part)

Merck & Co New Com — Int/Div

Microsoft Com — Int/Div

National Oilwell(x) — Int/Div — Sold

NetApp — Int/Div — Sold (part)

Novartis ADR — Int/Div

Paypal Holdings (x) — None — Sold (part)

Paypal Holdings (x) — Sold

Pfizer Com — Int/Div

Proctor & Gamble Com — Int/Div

Roche Hidg Ltd Spon ADR — Int/Div

Sanofi Spon ADR — Int/Div — Sold (part)

Schlumberger Ltd (x) — Int/Div — Sold

Sprint Nextel Corp com ser — None

Suntrust Bks Inc Com — Int/Div

Symantec Corp Com (x) — Int/Div — Sold

Target Corp Com — Int/Div

TE Connectivity Lid Reg com shs — Int/Div

AT&T (f ka Time Warner Inc com new) — Int/Div — Sold (part)

Travelers Companies Inc Com — Int/Div

Union Pacific Com — Int/Div

United Health Group — Int/Div

US Bancorp Del com new — Int/Div

Vulcan Materials Co Com — Int/Div — Sold (part)

Walmart Stores Inc Com — Int/Div

Wells Fargo & Co — Int/Div

Schwab CA Mum Money Fund — Interest

Trust# 3

Santa Clara Vy Calif Transn Auth Sales T Sales Tax Rev Bd — Interest

LA Cry Calif Met Transn Auth S Meas. R senior sales tax bd — Interest

Santa Clara Ca Umi Sch Dist GO Bds — Interest

Calif St GO Refunding bonds (x) — Interest — Matured

LA Calif Uni Sch Dist GO — Interest

3M Co Com — Int/Div

21st Century Fox — Int/Div

Aegon N V NY Registry sh ADR — Int/Div

American Express Co Com — Int/Div

Berkshire Hathaway Inc Del C1 B new Com — None

Capital One Fin'l Corp Com — Int/Div

Charter Communications — None

Chevron Corp Com — Int/Div

Comcast Corp new cl A com — Int/Div

DXC Technology (x) — Int/Div

Dodge and Cox Stock Fund — Int/Div

Dow Dupont Com — Int/Div

EBay Inc Com (x) — None — Sold

Eli Lilly & Co Com — Int/Div

Enceson LM Tel Co ADR B sek 10 — Int/Div

Exxon Mobil Corp Com — Int/Div

Fedex Corp Com — Int/Div

General Electric Com — Int/Div

HP Inc — Int/Div

Hewlett Packard Ente — Int/Div

Home Depot Com — Int/Div

Honeywell Int'l Com — Int/Div

IBM Com — Int/Div

Kimberly Clark Corp Com — Int/Div

Medtronic — Int/Div

Merck & Co Com — Int/Div

Micro Focus Intl (X) — Int/Div — Sold

National Oilwell (x) — Int/Div — Sold

Novartis AG Spons ADR — Int/Div

Paypal (x) — None — Sold

Pfizer Com — Int/Div

Proctor & Gamble Co Com — Int/Div

Sanofi Spons ADR — Int/Div

Charles Schwab Corp new com — Int/Div

Sprint Nextel Corp com ser — None

Target Corp Com — Int/Div

TE Connectivity Ltd Reg Shs Com — Int/Div

AT&T (f ka Time Warner Inc new com) — Int/Div — Sold

Travelers Companies Inc Com — Int/Div

Union Pac Corp Com — Int/Div

Walmart Stores Com — Int/Div

Wells Fargo & Co new com — Int/Div

Schwab CA Muni Money Fund — Int/Div

TIAA-CREF: Cref Stock Fund — None

TIAA Traditional Annuity — None

Trust #4 : Dodge & Cox Stock Fund — Int/Div — Sold (part)

Trust #4 : Dodge & Cox Stock Fund — Sold (part)

Trust #5: Dodge & Cox Stock Fund — Int/Div — Sold (part)

Trust #5: Dodge & Cox Stock Fund — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Int/Div — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Sold (part)

Orphagen Pharmaceuticals preferred shares — None

Co-Trustee, Trust #3

Spouse's income — 2018 — Self-employed artist

In Part VII, 1 have listed Rental Property #1 twice, in lines 3 and 20. 12% of the property is held in Trust #1 {line 20), and 21 1/3% is owned by me separately (line

3), and the gross values of those percentage interests ire estimated accordingly. Rental Property #1 is rented--my share of the gross rent is reflected on line 3.

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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