Nathaniel M. Gorton
2011
Ask Donna
Pull out the substance of this filing.
What was filed
75
investments
5
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Section VIII
- Section VII
- SG Seafood Holdings, Inc., Boston, MA (closely held seafood business) a MA corporation.
- The New England Home for Little Wanderers, Boston, MA (non-profit, private child-welfare agency)
- Fidelity money market accounts (for all stockholders of SG Seafood Iloldings Inc. [amma Fa 3
- Irrevocable Trust (created in connection with the estate plan
- 1989 Irrevocable Trust and Irrevocable Sub S Trust (both created in connection with the estate plan? 7 i ee
- STU JCILT dadbWy yLlo MoouLiavuivn
- J: wt alIAIG) 0 LRTI py SI Leut Saliob Ld Nise) 3 ShatlLI Ui eSs, corporate clerk/secretary, director, custodian, trustee and accounting duties
As filed
SG Scafood Holdings, Inc. (a MA corporation) (common stock) — Section VIII
Fidelity Cash Reserves (individual) — Int/Div
Fidelity Money Market Accounts (POA trustee)(Att#1 94) — Int/Div
Chantable Remainder Trust — Int/Div — Section VII
Ross Stores, Inc — Buy
Target Corp. — Sold
Costco Whse Corp — Sold
Exxon Mobil Corporation — Sold (part)
Market Vectors Gold Miners — Buy
Costco Whse Corp — Sold
SPDR Gold Trust — Sold
AT&T — Sold
Automatic Data Processing — Sold
Cisco Corp. — Sold
Market Vectors Gold Miners — Buy (add'l)
Netapp, Inc — Buy
11SBC Holdings PLC ADR — Buy
Public Storage, Inc — Buy
Boston Financial Management, Inc. IRA — Distribution — Section VIII
Vanguard FTSE All World FX US Index — Buy
Ishares TR EAFE INDX — Sold
Exxon Mobil Corporation — Sold
Lazard Ltd — Buy
Public Storage Q 6.50%-CL — Buy
Total S A ADR — Buy
Healthcare REIT Inc — Buy
NETAPP Inc — Buy
Citrix Sys Inc. — Sold
Novartis Capital Corp. — Sold
Wells Fargo Cap — Sold
Market Vectors Gold Miners — Buy
SPDR Gold Trust — Sold
AT&T — Sold
Diageo PLC ADR — Buy
Anadarko Pete Corp — Sold
Citrix Sys Inc./ — Sold
HSBC Holdings — Buy
Financial Select Sector SPDR — Sold
HSBC Holdings — Buy
Gulf Power — Buy
Market Vectors Gold Miners — Buy
NETAPP Inc — Buy
Cisco Corp. — Sold
Market Vectors Gold Miners — Buy
United Parcel SVC Inc.CLB — Buy
Fedex Corp — Sold
HSBC Holdings PLC ADR — Buy
Lazard Ltd TB-A — Sold
Vanguard FTSE All World EX-US Index — Sold
Matthews Asia Small Cos — Buy
Federal Home Ln Bks — Sold
Boston Financial Management, Inc revocable trust — Int/Div — Section VIII
Anheuser Busch Corp. — Buy
Cisco Corp. — Buy
Diageo PLC ADR — Buy
HCP, Inc — Buy
IShares INC MSCI PAC J IDX — Buy
IShares TR MSC1 EMERG MKT — Buy
McCormick & Co., Inc — Buy
Northern Trust Corp. — Sold
Public Storage Corp. — Buy
Total ALS A ADR — Buy
Health Care REIT Inc — Buy
Intel Corp. — Buy
Western Union Co. — Buy
Cisco Corp. — Sold
PowerShares Global Water Portfolio — Sold
Boston Financial Mangement, Inc. revocable trust — Int/Div — Section VIII
Costco Wholesale Corp — Sold
Nexten Energy, Inc — Buy
Exelon Corp. — Sold
Total S A ADR — Buy
HSBCHoldings — Buy
Financial Select Sector SPDR — Sold
Bank of America — Interest
Stockholder, Clerk/Secretary and Director, SG Seafood Holdings, Inc., Boston, MA (closely held seafood business) a MA corporation.
Member of the Corporation, The New England Home for Little Wanderers, Boston, MA (non-profit, private child-welfare agency)
Power of Attorney/Trustee (see NOTE in Part VIII), Fidelity money market accounts (for all stockholders of SG Seafood Iloldings Inc. [amma Fa 3
Trustee, Irrevocable Trust (created in connection with the estate plan
Trustee, 1989 Irrevocable Trust and Irrevocable Sub S Trust (both created in connection with the estate plan? 7 i ee
Reimbursement — STU JCILT dadbWy yLlo MoouLiavuivn — Bier Nl JTS STANT add MAINE BL TN Yenc lO attend annual N.Y.LP.L.A. dinner 3/24/11 at Waldorf Astoria
Income — Ald JUS J — J: wt alIAIG) 0 LRTI py SI Leut Saliob Ld Nise) 3 ShatlLI Ui eSs, corporate clerk/secretary, director, custodian, trustee and accounting duties — NIV, UU. Vv
Part I, Line 5 - NOTE: None of the beneficiaries of the following trusts and accounts of which the reporting party is a trustce (or holds a power of attorney) is a
dependent of the reporting party and neither the reporting party nor his spouse has any beneficial interest in or control over the disposition of assets of such trusts
and accounts.
Part VII, Line 1 - Income of the reporting party reported in Section VII is attributable to his pro rata share of the income of SG Seafood Holdings, Inc. ("
Holdings") which is taxed as an S corporation whereby all corporate income is deemed passed through and taxable to the individual stockholders whether or not
such income is, in fact, distributed. The value of the stock holdings is appraised biennially by a certified financial analyst.
Part VII, Line 4 - in 1997.
. funded a charitable remainder trust of which they are the income beneficiaries for life but in which they
retain noright to principal.
Part VII, Lines 4, 19, 52 and 68 - The assets listed on these lines (and the transactions noted in the lines that follow) arc managed by Boston Financial
Management, Inc., Boston, MA and consist of stocks and bonds in publicly held companies and equity holdings based on indices listed in Attachment #2.
Part VII, Line 19 - The reporting party is now required to withdraw a certain minimum amount from his IRA account each year.
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.