Thomas Michael Hardiman

2014Annual

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Pull out the substance of this filing.

What was filed

  • 302

    investments

  • 3

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Big Brothers Big Sisters of Greater Pittsburgh, Inc
  • St. Edmund's Academy
  • Duquesne Law School
  • Academy of Trial Lawyers of Allegheny County
  • The Federalist Society
  • The First City Company

As filed

Citigroup — Int/Div

PNC Checking Account — Interest

Capital One Savings Acct — Interest — Closed

PNC Money Market Acct — Interest

Vangard Prmpep Mut. Fund (MF) — Int/Div

Fulton Financial Stk (CS) — Int/Div

WELLS FARGO EQUITY ACCOUNT

Wells Fargo MM — Interest

Alosource Asset Management — None — Buy

Altisource Asset Management — None — Sold (part)

Altisource Asset Management — None — Sold

Alusource Portfolio Solutions CS — None — Buy

Alusource Portfolio Solutions CS — None — Buy

AIG Group — Int/Div — Sold (part)

Apple — Int/Div

Bank New York Mellon CS — Int/Div

Barrick Gold Corp CS — Int/Div — Sold

Berkshire Hathaway — None

Chemtura — None — Sold (part)

Chemtura — None — Sold (part)

Cisco Systems CS — Int/Div — Sold

Citigroup — Int/Div

Continental Building Products — None — Buy

Coming CS — Int/Div — Sold

Direct TVCS — None

Dish Network CS — None

Disney CS — Int/Div — Sold

Domtar Corp CS — Int/Div — Sold

Ebay CS — None

Express Scripts — None

General Motors — Int/Div — Buy

General Motors — Int/Div — Buy

Goldman Sachs — Int/Div

Google — None

Google Class C Noanvoting — None — from line 33)

Google Class A Voting — None

JP Morgan Chase CS — Int/Div

Kinross Gold lop — None

Market Vectors Gold — Int/Div — Buy

Newscorp CLA — None

Newscorp CLB — None

Newmont Mining — Int/Div — Sold

Pacific Drilling — None — Buy

Range Resources — Int/Div — Buy

T. Mobile (previously Metropsc Communications — None — Buy

Time Wamer (new) — Int/Div

Time — Int/Div — Sold

TRW Automotive Holdings — None — Sold (part)

TRW Automotive Holdings — None — Sold (part)

TRW Automotive Holdings — None — Sold (part)

Tweny-First Century CLA — Int/Div — from line 39)

US Bancorp CS — Int/Div

WELLS FARGO BOND ACCOUNT

Wells Fargo MM — Interest

RBS Capital Funding /k/a ABN Amro Cap vi — Int/Div

Abington PA School Dist — Interest

AmensourceBergen Corp CS — Int/Div

Barclays Bank PLC Pid. Stk (PF) — Int/Div

Deutsche Bank — Interest

Duke Energy PF — Int/Div

Eaton Vance En. Equity MF — Int/Div

Eaton Vance Gr. India MF — Int/Div

Guggenheim Credit Allocation Fd — Int/Div

Investment Co. of America MF — Int/Div

Monroeville PA Mun — Interest

Mount Lebanon PA — Interest

Octorara PA Area — Interest

Pennsylvania HSG — Interest

Spectra Energy Corp PF — Int/Div

University Area Jt — Interest

Washmgton Mutual Invest. MF — Int/Div

Capital World Income MF — Int/Div

Buropacific Growth MF — Int/Div

New Perspective FDA MF — Int/Div

Lord Abbett Inv. Trust C Class — Int/Div — Sold (part)

Lord Abbett Inv. Trust Class A — Int/Div

Flaherty & Crumrin — Int/Div — Buy

Chemtura Corp — None

Citigroup — Int/Div

Dish Network Class A — None

IAMGOLD Corp — None

JP Morgan Chase — Int/Div

Kinross Gold Corp — None

T Mobile — None

MFS SER Trust Ill Mun High Income Class A — Int/Div — Buy

MFS SER Trust 1H Mun High Income Class A — Int/Div — Sold (part)

MFS SER Trust III Mun High Income Class A — Int/Div — Sold (part)

MFS SER Trust Ill Mun High Income Class A — Int/Div — Sold (part)

MFS SER Trust 11] Mun High Income Class A — Int/Div — Sold (part)

MFS SER Trust III Mun High Income Class A — Int/Div — Sold (part)

MFS SER Trust Ill Mun High Income Class A — Int/Div — Sold (part)

MFS SER Trust 11l Mun High Income Class A — Int/Div — Sold (part)

MFS SER Trust 11] Mun High Income Class A — Int/Div — Sold (part)

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Global Total Rtn Fund Class A — Int/Div — Buy

MFS Growth Class A — None — Buy

MFS Growth Class A — None — Buy

MFS Growth Class A — None — Buy

MFS Growth Class A — None — Buy

MFS Growth Class A — None — Buy

MFS Growth Class A — None — Buy

MFS Growth Class A — None — Buy

MFS Growth Class A — None — Buy

MFS Growth Class A — None — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mid Cap Value — Int/Div — Buy

MFS Mumicipal Limited Maturity Fund — Int/Div — Buy

MFS Municipal Limited Maturity Fund — Int/Div — Sold (part)

MFS Municipal Limited Maturity Fund — Int/Div — Sold (part)

MFS Municipal Limited Maturity Fund — Int/Div — Sold (part)

MFS Mumicipal Limited Maturity Fund — Int/Div — Sold (part)

MFS Municipal Limited Maturity Fund — Int/Div — Sold (part)

MFS Municipal Limited Maturity Fund — Int/Div — Sold (part)

MFS Municipal Limited Maturity Fund — Int/Div — Sold (part)

MFS Municipal Limited Maturity Fund — Int/Div — Sold (part)

MFS Global Equity Fund Class A — Int/Div — Buy

MFS Global Equity Fund Class A — Int/Div — Buy

MFS Global Equity Fund Class A — Int/Div — Buy

MFS Global Equity Fund Class A — Int/Div — Buy

MFS Global Equity Fund Class A — Int/Div — Buy

MFS Global Equity Fund Class A — Int/Div — Buy

MFS Global Equity Fund Class A — Int/Div — Buy

MFS Global Equity Fund Class A — Int/Div — Buy

MFS Global Equity Fund Class A — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Growth Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

MFS International Value Fund — Int/Div — Buy

401k) ACCOUNT #1A

Lg. Value Equity MF (Dodge & Cox) — Int/Div

Lg. Value Growth (T. Rowe Price) — Int/Div

Mid Cap Value (Perkins Mid Cap Value) — Int/Div

International Value 11 (Dodge & Cox) — Int/Div

International Growth (Jamns Overseas) — Int/Div

401k) ACCOUNT #2

Merrill Lynch — Interest

LSI (I"%/a Agere Systems) CS — None — Sold

Central Europe & Russia MF — Int/Div

Century Link — Int/Div — Buy

Citigroup CS — Int/Div

General Electric CS — Int/Div

Merck CS — Int/Div — Sold

Nektar Therapeutics CS — None

Panacos Pharm. CS — None — Sold

Phizer CS — Int/Div — Sold

Sirus CS — None

Wilsons Leather CS — None — Sold

TRUST #1 (Kate)

Wells Fargo Account — Interest

AMCAP MF — Int/Div

Capital World Gr. & Income MF — Int/Div

Europacific Growth MF — Int/Div — Buy

Fundamental Inv. MF — Int/Div — Buy

Growth Fund of America MF — Int/Div

Investment Co. of America MF — Int/Div — Buy

New Perspective MF — Int/Div

Washmgton Mutual Inv. MF — Int/Div

TRUST £2 (Matt)

Wells Fargo Account — Interest

AMCAP MF — Int/Div

Capital World Gr. & Income MF — Int/Div

Europacific Growth MF — Int/Div — Buy

Fundamental Inv. MF — Int/Div — Buy

Growth Fund of America MF — Int/Div

Investment Co. of America MF — Int/Div — Buy

New Perspective MF — Int/Div

Washmgton Mutual Inv. MF — Int/Div

TRUST #3 (Ris)

Wells Fargo Account — Interest

AMCAP MF — Int/Div

Capital World Gr. & Income MF — Int/Div

Europacific Growth MF — Int/Div — Buy

Fundamental Inv. MF — Int/Div — Buy

Growth Fund of America MF — Int/Div

Investment Co. of America MF — Int/Div — Buy

New Perspective MF — Int/Div

Washmgton Mutual nv, MF — Int/Div

TRUST #4 (FAMILY #3)

Wells Fargo Account — Interest

AMCAP MF — Int/Div

Fundamental Inv. MF — Int/Div

Growth Fund of America MF — Int/Div

Investment Co. of America MF — Int/Div

Lord Abbet Inv. Trust — Int/Div — Sold (part)

New Perspective MF — Int/Div

Washington Mutual Inv. MF — Int/Div

TRUST #5 (LZH Fam Trust)

Wells Fargo Bank Account — Interest

AMCAP MF — Int/Div

Capital Income Builder MF — Int/Div

Capital World Gr. & Income MF — Int/Div

Eaton Vance Gr. India MF — Int/Div

INTL Growth & Income MF — Int/Div

Fundamental INVS Inc. MF — Int/Div

Growth Fund of Amenca MF — Int/Div

Investment Co. of America MF — Int/Div

J Lorick LLC — None

New Perspectives FD Inc. MF — Int/Div

Alusource Portfolio CS — None — Sold

Alusource Portfolio — None — Sold

Alusource Portfolio — None — Buy

Alusource Portfolio — None — Buy

Alusource Portfolio — None — Buy

Alusource Portfolio — None — Buy

AIG Group — Int/Div — Sold (part)

Apple Inc — Int/Div

Bank of NY Mellon — Int/Div

Barrick Gold CS — Int/Div — Sold

Berkshire Hathaway — None

Chemtura — None — Sold (part)

Chemtura — None — Sold (part)

Cisco Systems CS — Int/Div — Sold

Continental Building Products — None — Buy

Corning — Int/Div — Sold

Direct TV CS — None

Dish Network CS — None

Domtar — Int/Div — Sold

Ebay CS — None

Express Scripts — None

General Motors — Int/Div — Buy

General Motors — Int/Div — Buy

General Motors — Int/Div — Buy

Goldman Sachs — Int/Div

Google — None

JPMorgan Chase CS — Int/Div

Market Vectors Gold — Int/Div — Buy

Newscorp - CLA — None

Newscorp - CLB — None

Pacific Drilling — None — Buy

Range Resources — Int/Div — Buy

Kinross Gold Corp — None

T Mobile — None — Buy

Time Wamer. Inc. New — Int/Div — Sold

TRW Automotive Holdings — None — Sold (part)

TRW Automotive Holdings — None — Sold (part)

TRW Automotive Holdings — None — Sold (part)

Twenty First Century Fox — Int/Div

US Bancorp CS — Int/Div

TRUST #6 -- No longer have any interest

REAL ESTATE PARTNERSHIP

West Moon Twp, Assoc — Distribution

Bensalem Realty Assoc — Distribution

FC Donegal Assoc — Distribution

First City GA Partners — Distribution

Mcintyre Square Assoc — Distribution

SCHWAB ACCOUNT — None — Closed

Agilent Technologies — Int/Div — Sold

Apple — Int/Div — Sold

Automatic Data Proc. CS — Int/Div — Sold

BCE New — Int/Div — Sold

Becton Dickinson CS — Int/Div — Sold

Colgate Palmolive CS — Int/Div — Sold

Conoco Phillips CS — Int/Div — Sold

Eaton Corp — Int/Div — Sold

Emerson Elec. CS — Int/Div — Sold

Exxon Mobile CS — Int/Div — Sold

IBM CS — Int/Div — Sold

Johnson & Johnson CS — Int/Div — Sold

Lowes — Int/Div — Sold

Mastercard — Int/Div — Sold

Microsoft — Int/Div — Sold

Pepsico CS — Int/Div — Sold

Phizer — Int/Div — Sold

PNC Fmancul CS — Int/Div — Sold

Praxair CS — Int/Div — Sold

Republic Services CS — Int/Div — Sold

Rock-Temnn Co CUA — Int/Div — Sold

Schlumberger CS — Int/Div — Sold

Symantec Corp — Int/Div — Sold

Schwab MM — Interest — Sold

Synopsys — None — Sold

Unilever CS — Int/Div — Sold

United Parcel Sve. CS — Int/Div — Sold

Xylem — Int/Div — Sold

Director, Big Brothers Big Sisters of Greater Pittsburgh, Inc

Trustee, St. Edmund's Academy

Adpnct Law Professor (pro bono), Duquesne Law School

Gift — Academy of Trial Lawyers of Allegheny County — Honorary Membership — $750 SO.00

Reimbursement — The Federalist Society — April 7-8, 2014 — Boston, MA — Lecture — Transportation, meals, hotel

Reimbursement — The Federalist Society — Apirl 17-18, 2014 — New Haven, CT — Lecture — Transportation, meals, hotel

Spouse's income — 2014 — The First City Company

NOTE: Items in Lines 173-219 from the 2013 Financial Disclosure Report are no longer managed by LZH. They were securities held by a family trust for the

benefit of LZH's sister, LZH has transferred all control and management to her sister, and she is no longer a trustee,

NOTE: The asset IAMGOLD Corp listed in Line 80 was acquired on April 17, 2013, and was inadvertently left off of my 2013 Financial Disclosure Report, Please

accept this amendment to also amend my 2013 Financial Disclosure Report.

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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