Nathaniel M. Gorton

2011

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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

  • 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.

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Nathaniel M. Gorton | Frix