Nathaniel M. Gorton

2013Annual

Ask Donna

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

  • 228

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Section VIII
  • Section VII
  • Sect. VII
  • SG Seafood Holdings, Inc., Boston, MA (closely held pm seafood business) a MA corporation
  • New York Intellectual Property Lawyers Association
  • RE ENE AR ot MEN SES AIR Fe dat ye Se corporate clerk/secretary, director, custodian, trustee and accounting duties

As filed

Procter & Gamble Co

McDonalds Corp

WM Co — Buy

Emerson Electric Co

Exxon Mobil Corp

SG Seafood Holdings, Inc. (a MA corporation common stock) — None — Section VIII

Fidelity Cash Reserves (individual) — Int/Div

Fidelity Money Market Accounts (POA, Trustee XY) — Section VIII

Charitable Remainder Trust — Int/Div — Section VII

Coca Cola Co.

Pepsico Inc — Sold (part)

Nike Inc

Abbvie Inc

Abbott Laboratories

Johnson & Johnson — Sold (part)

UnitedHealth Group Inc

CVS/Caremark Corp — Sold (part)

Costco Wholesale Corp

Ross Stores Inc

Automatic Data Processing Inc

IM Co — Buy

Emerson Electric Co

United Technologies Corp — Sold (part)

United Technologies Corp — Sold (part)

Intel Corp — Buy (add'l)

Devon Energy Corp

Exxon Mobil Corp

RPM Comp

Amencan Express Co

JP Morgan Chase & Co — Buy

HCP Inc

Public Storage Inc

IShares MSC1 Pacific EX Japan E11

IShares MSC Emerging Mkts ETF

HSBC Holdings Plc ADR — Buy (add'l)

Novo Nordisk AS ADR-B — Buy (add'l)

Vodafone Group PLC ADR

Wells Fargo & Co — Sold

Gilead Sciences Inc — Sold

Oracle Corp — Sold

Fresenius Medical Care AG ADR — Sold

Market Vectors Gold Miners ETF Fund — Sold

Boston Financial Management, Inc. IRA — Distribution — Sect. VII

Anheuser-Busch Inbev (bond)

SBC Comms Inc (bond)

Direct TV Holdings (bond)

Suntrust Bks Inc (bond) — Buy

Capital One FINL Co (bond) — Buy

Southern Co (bond) — Buy

Lochheed Martin Corp (bond) — Buy

Beam Inc. (bond) — Buy

Pitney Bowes Inc (bond)

Omneok Partners LP (bond)

Amencan Express CR MTN (bond)

Pepsico Inc

Nikelnc-B

Abbvie Inc

Abbott Laboratories

Johnson & Johnson

UnitedHealth Group Inc

Proctor & Gamble Co

McDonalds Corp

Ralph Lauren Corp — Buy

Cogmzant Technology Solutions Corp — Buy

Microsoft Corp — Buy

Onacle Corp — Sold (part)

Onacle Corp — Buy (add'l)

ADT Corp

United Techonologies Corp

Intel Corp — Buy (add'l)

Chevron Corp — Buy

Devon Energy Corp

Exxon Mobil Corp

Anadarko Petroleum Corp

Air Products & Chemicals Inc

RPM Comp

United Parcel Service Inc

Chubb Corp

American Express Co.

JP Morgan Chase & Co — Buy

American Tower Comp — Buy

AvalonBay Commumities Inc

HCP Inc

Nextera Energy Inc

IShares Russell 2000 EFT

Rovee Pennsylvania Mutual Fund

IShares MSC Pacific EX Japan ETF

IShares MSC Emerging Mkts EFT

Gulf Power Co

Nextera Energy Capital

Public Storage

HSBC Holdings PLC ADR — Buy (add'l)

Diageo Plc ADR

Enbridge. Inc

Novo-Nordisk AS ADR — Buy (add'l)

Vodafone Group PLC ADR

Matthews Asia Small Cos

WI Treasury Sec (bond) — Buy

WI Treasury Sec (bond) — Redeemed

Total SA-Sponsored ADR — Sold

Avon Products Inc. (bond) — Redeemed

Avon Products Inc. (bond) — Redeemed

Nat Rural Util Coop (bond) — Redeemed

Nat Rural Util Coop (bond) — Redeemed

Wells Fargo & Co — Sold

Gilead Sciences Inc — Sold

Fresemus Medical Care AG ADR — Sold

Market Vectors Bold Mmers EFT Fund — Sold

Stryker Corp — Sold

Health Care Reit Inc Cony — Sold (part)

Health Care Reit Inc Cony — Sold

Georgia Power Co (bond) — Redeemed

Citrix System Inc — Sold

Boston Financial Management, Inc Revocable Trust — Inv — Sect. VII

Kellogg Co (Bond) — Buy

Westwood MA (munic. bond)

McCormick & Co Inc

Colgate Palmolive Co — Buy

Nike Inc

Abbvie Ine — Buy

Abbott Laboratories — Buy (add'l)

Bristol Myers Squibb Co — Buy

Johnson & Johnson — Buy (add'l)

UnitedHealth Group, Inc — Buy (add'l)

Procter & Gamble Co

Costco Wholesale Corp — Buy (add'l)

Amazon.com. Inc — Buy

Automatic Data Processing, line — Sold (part)

Google, Inc

Microsoft Corp — Buy

IM Co. — Buy

Emerson Electric Co.

Caterpillar, Inc — Buy

United Technologies Corp

Apple, Inc — Buy

Citrix System, Inc — Buy

Citrix System, Inc — Buy (add'l)

Intel Corp — Buy (add'l)

Chevron Corp — Buy

Devon Energy Comp

Anadarko Petroleum Corp

Kinder Morgan Inc — Buy

Kinder Morgan Inc — Buy (add'l)

Air Products & Chemicals, Inc

Praxair, Inc — Buy

Sigma Aldrich Corp

Union Pacific Corp — Buy

RPM Comp — Buy (add'l)

Wells Fargo Corp — Buy (add'l)

Wells Fargo Corp — Sold

Wells Fargo Corp — Buy

United Parcel Service, Inc

Chubb Corp

American Express Co

Health Care REIT, Inc — Sold (part)

Health Care REIT, Inc — Sold (part)

Health Care REIT, Inc — Buy

JP Morgan Chase & Co — Buy

JP Morgan Chase & Co — Buy (add'l)

AvalonBay Communities, Inc — Buy (add'l)

HCP, Inc

Public Storage, Inc. (common & preferred) — Buy (add'l)

IShares Russell 2000 ETF

IShares MSC Pacific

IShares MSCI Emerging

CheckPoint Sofware Tech Ltd — Buy

Anheuser Busch Corp

Diago PLC ADR

Enbridge Inc — Buy (add'l)

Enbridge Inc — Buy (add'l)

HSBC Holdings Inc — Buy (add'l)

Schlumberger Lid — Buy

Oracle Corp — Buy (add'l)

Oracle Corp — Sold

Market Vectors Gold Miners ETF — Buy (add'l)

Market Vectors Gold Miners ETF — Sold

Total SA ADR — Sold

SPDR Gold Trust — Sold

Boston Financial Management Inc Revocable Trust (S) — Int/Div — Section VII

Genzyme Corp (Bond) — Buy

Kellogg Co (Bond) — Buy

Burlington North (Bond) — Buy

Pepsico Inc

NikeInc-B

Abbvie Inc

Abbott Laboratones

Bristol Myers Squibb Co — Buy

Johnson & Johnson

United Health Group Inc — Buy (add'l)

Procter & Gamble Co

Costco Wholesale Corp

Ralph Lauren Corp — Buy

Amazon.com Inc — Buy

Automatic Data Processing Inc — Buy (add'l)

Cognizant Technology Solutions Corp — Buy

Microsoft Corp — Buy

IM Co — Buy

Emerson Electric Co

Caterpillar Inc — Buy

United Technologies Corp

Apple Inc — Buy

Intel Corp — Buy (add'l)

Chevron Corp — Buy

Devon Energy Corp

Exxon Mobil Corp

Oneok New — Buy

Kinder Morgan Inc — Buy

Union Pacific Corp — Buy

United Parcel Service lnc - B — Buy (add'l)

Chubb Corp — Buy (add'l)

Amencan Express Co — Buy (add'l)

Health Care REIT Inc — Buy (add'l)

JP Morgan Chase & Co — Buy

American Tower Comp — Buy

Avalonbay Communities Inc — Buy (add'l)

HCP Inc — Buy (add'l)

Public Storage Inc — Buy (add'l)

Nexera Energy Inc

Bank of Nova Scotia (bond) — Buy

Anheuser Busch Inbey SA/NV-SP ADR — Buy (add'l)

Diageo PLC ADR — Buy (add'l)

Enbridge Inc — Buy (add'l)

HSBC Holdings PLC ADR — Buy (add'l)

Schlumberger Lid — Buy

Vodafone Group PLC ADR

Total SA-Sponsored ADR — Sold

Wells Fargo & Co — Sold

Bank of America — Int/Div

Stockholder, Clerk/Secretary and Director, SG Seafood Holdings, Inc., Boston, MA (closely held pm seafood business) a MA corporation

Reimbursement — New York Intellectual Property Lawyers Association — 03/22,2013 — New York City — Attend annual NYIPLA dinner at Waldorf Astoria — reimbursement for lodging and travel by train w/spouse from Boston to NYC

Income — RE ENE AR ot MEN SES AIR Fe dat ye Se corporate clerk/secretary, director, custodian, trustee and accounting duties

Part I, Lines 2 - 4 NOTE: None of the beneficiaries of the trusts and accounts listed in Part | of which the reporting party is a trustee is a dependent of the reporting

party and neither the reporting party nor his [000 has any beneficial interest in or control over the disposition of assets of such trusts and accounts,

Part VII, Line | - Income of the reporting party reported in Section VIT (of which there was none this year) is attributable to his pro ruta 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 bienmally by a certified financial planner, last done

in 2012.

Part VII, Line 3 - This asset, subject to a power of attomey, is no longer reportable pursuant to the revised instructions.

Part VII, Line 4 - In 1997 the reporting party and S000 funded a chartible remamder trust of which they are the mcome beneficiaries for life but in which they

retain no right to principal.

Part VII, Lines 4, 40, 113 and 179 - The assets listed on these lines (and the dashed (7-7) lines that follow) are managed by Boston Financial Management, Tnc.,

Boston MA and consist of stocks and bonds m publicly held companies and equity holdings, based on certain indices.

Part VII, Line 40 « 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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.