Thomas Michael Hardiman
2014Annual
Ask Donna
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.