William Horsley Orrick jr
2015Annual
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Pull out the substance of this filing.
What was filed
180
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #3
As filed
Merck & Co Com
Monsanto Co Com
Pfizer Com
Proctor & Gamble Com
Rayomnier Com
JM Smucker Com
Schlumberger Ltd
Charles Schwab Corp New Com
First Republic checking accounts — Interest
Beneficial State Bank (fk a OnePacificCoast Bank) accounts — Interest
Rental property £1, mum CA — Rent
401K #1 — Int/Div
Dodge & Cox Stock Fund
Fidelity Diversified Intemational Fund
Spartan 500 Index Fund
Vanguard Total Bond Market
d01k#2 — Int/Div
Vanguard Target 2020 Fund
Vanguard Int'l Growth Fund
Vanguard Int'l Growth Fund — Int/Div
Vanguard Int'l Growth Fund — Int/Div
Dodge & Cox Stock Fund — Int/Div — Sold (part)
Dodge & Cox Stock Fund — Sold (part)
Trust #1 — Int/Div
12% interest in rental property £1 mmm []
EliLilly & Co Com
Express Scripts Hldg Co Com
General Electric Com
IBM Com
First Republic Bank account
Trust #2 — Int/Div
3M Co Com
21st Century Fox
Adobe Systems
ADT Corporation
Aegon NV NY Registry ADR
Amencan Express Co Com
AOL Inc Com — Sold
Apuche Com — Sold (part)
Buker Hughes, Inc. Com
Bank of America Com
Bank of New York Mellon Com
BB&T Corp Com
Boston Scientific Corp Com
Cadence Design System Inc Com
Capital One Fin'l Corp Com
Cisco Systems — Buy
Charles Schwab Corp
Chevron Corp Com
Chubb Corp Com
Comcast Corp new CLA com
Computer Sciences Corp Com — Sold
Corning
Covidien PLC Shs Com — Sold
Diageo PLC Spon ADR New
Dow Chemical Com
EBay Inc Com
Eli Lilly Com
EMC Corp Mass — Buy
Enceson LM Tel Co ADR B SEK 10
Express Scripts
Fedex Corp Com
General Electric Com — Sold (part)
Glaxosmithkline PLC Spons ADR — Sold
Hewlett Packard Co Com
Hewlett Packared Ente (x)
Home Depot Inc Com
HSBC Hidgs PLC Spon ADR NEW — Sold
IBM Com
Liberty Interactive Corporation Int Com Ser A — Sold (part)
Medtronic, Inc Com — Sold (part)
Merck & Co New Com
Microsoft Com
National Oilwell — Sold (part)
NetApp
News Corp CIA — Sold
Nokia Corp Spon ADR — Sold
Novartis ADR
Paypal Holdings (x)
Pfizer Com
Philips Electrs NY — Sold
Proctor & Gamble Com
Roche Hldg Ltd Spon ADR
Sanofi Spon ADR
Sprint Nextel Corp com ser
Suntrust Bks Inc Com
Symantec Corp Com
Target Corp Com
TE Connectivity Ltd Reg com shs
Time, Inc — Sold
Time Wamer Cable Inc Com
Time Wamer Inc com new
Travelers Companies Inc Com
Tyco International Ltd Com
Union Pacific Com
United Health Group — Buy
US Bancorp Del com new
Vulcan Materials Co Com
Walmart Stores Inc Com
Wells Fargo & Co
Schwab CA Mum Money Fund
Trust# 3 — Int/Div
Pasadena Calif Aree conty College Dist GO College bonds — Matured
Santa Clara Vy Calif Transn Auth Sales T Sales Tax Rev Bd
LA Cty Calif Met Transn Auth S Meas, R senior sales tax bd
Calif St Univ Rev systemwide Rev Bds
Santa Clara Ca Uni Sch Dist GO Bds
Calif St GO Refunding bonds
LA Calif Uni Sch Dist GO
3M Co Com
21st Century Fox
Aegon N V NY Registry sh ADR
American Express Co Com
Berkshire Hathaway Inc Del C1 B new Com
Capital One Fin'l Corp Com
Chevron Corp Com
Comcast Corp new cl A com
Computer Sciences Corp com — Sold
Covidien — Sold (part)
CSRA Inc. (x)
Dow Chem Com
EBay Inc Com
Eli Lilly & Co Com
Enceson LM Tel Co ADR B sek 10
Exxon Mobil Corp Com
Fedex Corp Com
General Electric Com
Glaxosmithkline PLC Spons ADR
Halyard Health — Sold
Hewlett Packard Com
Hewlett Packard Ente (x)
Home Depot Com
Honevwell Int'l Com
IBM Com
Kimberly Clark Corp Com
Medtronic (x)
Merck & Co Com
Microsoft
National Oilwell
News Corp Cl A com — Sold
Novartis AG Spons ADR
Panasonic Corp ADR — Sold
Paypal (x)
Pfizer Com
Proctor & Gamble Co Com
Sanofi Spons ADR
Charles Schwab Corp new com
Sprint Nextel Corp com ser
Target Corp Com
TE Connectivity Ltd Reg Shs Com
Time, Inc — Sold
Time Warmer Cable Inc Com
Time Wamer Inc new com
Travelers Companies Inc Com
Union Pac Corp Com
Walmart Stores Com
Wells Fargo & Co new com
Schwab CA Muni Money Fund
TIAA-CREF: Cref Stock Fund — Int/Div
TIAA Traditional Annuity — Interest
Trust #4 : Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — 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)
Trust #6: Dodge & Cox Stock Fund — 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)
Trust #6: Dodge & Cox Stock Fund — 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
In Part VIL, | have listed Rental Property #1 twice, in lines 3 and 22. 12% of the property is held in Trust #1 (line 22), and 21 1/3% is owned by me separately (line
3), and the gross values of those percentage interests are estimated accordingly, Rental Property #1 is rented--my share of the gross rent is reflected on line 3,
In Part VII, several companies are newly listed because of spinoffs or mergers. This includes Hewlett Packard Ente (lines 69, 137), which spun off from Hewlett
Packard, Paypal Holdings (82, 149), which spun off from eBay, CSRA (126), which merged with Computer Sciences Corp, and Medtronic (142), which acquired
Covidien. Also in Part VII, | madvertantly failed to list Halyard Health (135) in previous disclosures. | sold all of my stock in it in 2015.
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.