Irene Patricia Murphy Keeley

2019

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What was filed

  • 126

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • WEST VIRGINIA UNIVERSITY
  • JUDICIAL CONFERENCE OF THE UNITED STATES
  • SPENCER WILLIAMS FOUNDATION
  • COLLEGE OF LABOR AND EMPLOYMENT LAWYERS

As filed

CHASE BANK ACCTS — Interest

PREMIER BANK- BANK ACCOUNTS — Interest

MVB BANK INC — Interest

WESBANCO BANK INC — Interest

WESBANCO BANK INC — Interest

CLEAR MOUNTAIN BANK — Interest

GROUND BREAKERS INC S CORP COMMON STOCK — None

HARRISON COUNTY WV — None

NOTE RECEIVABLE DUE FROM GROUND BREAKERS INC — Interest

INVESTMENT ACCOUNT #1 (H)

MERRILL LYNCH CMA ACCT — Interest

DUKE ENERGY CORP NEW COMMON STOCK — Dividend

BANK OF AMERICA CORP COMMON STOCK — Dividend

EDISON INT'L CALIF COMMON STOCK — Dividend

HALLIBURTON COMPANY COMMON STOCK — Dividend

OCCIDENTAL PETE CORP CAL COMMON STOCK — Dividend

CALIFORNIA RESOURCES CORP — None

CSX CORP COMMON STOCK — Dividend

INVESTMENT ACCOUNT #2 (H)

DREYFUS INS DEP PROG I — Interest — Closed

CS BANK — Interest — Open

BARON ASSET FUND INSTITUTIONAL CL — Dividend

BARON SMALL CAP FUND INSTITUTIONAL — Dividend

CALVERT EMERG MKTS EQUITY FUND — Dividend

INT'L GRWTH&INC FUND CL F-2 — Dividend

CLEARBRIDGE INT'L SMALL CAP FUND CL I — Dividend — Sold

NUVEEN HIGH YIELD MUNI BND FUND CL I — Interest — Sold

TRANSAMERICA INT MUNI FUND CL A — Interest — Sold

VAN ECK CONSTANT MAT COMM IND FUND CL Y — Dividend — Sold

BLACKROCK STRAT MUNI OPPOR FD — Dividend

FUNDAMENTAL INV CL F-2 — Dividend — Sold

PIMCO INC INST CL — Dividend

VANGUARD INT TERM TAX — Int./Div. — Buy

PRINCIPAL GLOBAL REAL ESTATE SEC FD INSTL CL — Dividend — Sold (part)

ROYCE OPPORTUNITY FD INV CLASS — Dividend — Sold

VANGUARD LARGE CAP — Dividend — Buy

VANGUARD TOTAL WORLD STOCK — Dividend — Buy

ISHARES TR CORE S&P 500ETF — Dividend

ISHARES TR CORE S&P MIDCAP ETF — Dividend

ISHARES TR CORE MSCI EAFE ETF — Dividend — Sold

ISHARES INC CORE MSCI EMERGING MKTS ETF — Dividend

INVESTMENT ACCOUNT #3 (H)

CS BANK — Interest — Buy

INVESCO CONSERV INC FD INST — Dividend — Buy

INVESCO CONSERV INC FD INST — Sold (part)

INVESCO CONSERV INC FD INST — Sold (part)

INVESCO CONSERV INC FD INST — Buy

INVESCO CONSERV INC FD INST — Buy

JP MORGAN ULTRA SHORT INC ETF — Dividend — Buy

JP MORGAN ULTRA SHORT INC ETF — Sold (part)

JP MORGAN ULTRA SHORT INC ETF — Sold (part)

JP MORGAN ULTRA SHORT INC ETF — Buy

JP MORGAN ULTRA SHORT INC ETF — Buy

EXXONMOBIL — Dividend — Buy

CHEVRON CORP — Dividend — Buy

BOEING CO — Dividend — Buy

WESBANCO INC COMMON STOCK — Dividend

HUNTINGTON BANCSHARES COMMON STOCK — Dividend

AT&T INC COMMON STOCK — Dividend

THE TRAVELERS COMPANIES INC COMMON STOCK — Dividend

COMPOSITE TRANSPORT TECHNOLOGIES INC — None — Closed

US SAVINGS BONDS — Interest

LINCOLN FINANCIAL GROUP ANNUITY(H)

FIXED ACCOUNT — Int./Div.

INDEXED ACCOUNT A — Int./Div.

NOTE RECEIVABLE TDC LLC — Interest — Matured (part)

IRA # 1 (H)

MSA BALANCED FUND — Int./Div. — Distributed (part)

MSA INDEX 500 STOCK FUND — Dividend

IRA # 2 (H)

DREYFUS INS DEPOSIT PROGRAM I — Interest — Closed

CS BANK — Interest — Open

CS BANK — Distributed (part)

CS BANK — Distributed (part)

CS BANK — Distributed (part)

AB GLOBAL BOND FUND — Interest — Sold

AMER CENTURY EMERG MKTS FUND — Dividend — Sold

AMER HIGH INC TRST CL F-2 — Int./Div. — Sold (part)

AMER HIGH INC TRST CL F-2 — Sold

THE BOND FUND OF AMER CL F-2 — Interest — Sold

COHEN & STEERS REAL ESTATE SEC FUND CL I — Dividend — Sold (part)

THE OAKMARK INT'L FUND INVESTORS CL — Dividend

JOHN HANCOCK DISC VAL MID CAP FUND CL I — Dividend

JPMORGAN US SMALL COMPANY FUND CL I — Dividend — Sold

MFS INT'L NEW DISCOVERY FUND CL I — Dividend

NORTHERN MID-CAP INDEX PORTFOLIO — Dividend

PIMCO REAL RETURN FUND CLASS 1-2 — Dividend — Sold

PIMCO INC FUND CL I2 (formerly CL 1-2) — Int./Div.

PIMCO INCM INST CL — Int./Div. — Buy

VAN ECK CONSTANT MATURITY COMM INDEX FUND CL Y — Dividend — Sold

WASHINGTON MUTUAL INVESTORS FUND CL F-2 — Dividend — Sold

BLACKROCK TOTAL RETURN FD CL INST — Dividend — Sold

CAPITAL WORLD BOND FD CL F-2 — Dividend — Sold

EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FD CL I — Dividend — Sold (part)

EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FD CL I — Sold

JPMORGAN EMERG MKTS EQUITY FD CL I — Dividend

JPMORGAN EMERG MKTS DEBT FD CL I — Dividend — Sold

PIMCO MORTGAGE OPPOR & BND FD INSTL CLASS — Dividend — Sold (part)

PIMCO MORTGAGE OPPOR & BND FD INSTL CLASS — Sold (part)

PIMCO MORTGAGE OPPOR & BND FD INSTL CLASS — Sold

PIMCO DYNAMIC CRDT & MORTGAGE INC FD — Dividend — Sold

PRINCIPAL GLBL RE SEC FD INSTL CL — Dividend — Sold (part)

VIRTUS KAR SMALL-CAP GRWTH FD CL I — Dividend

ISHARES TR CORE S&P 500 ETF — Dividend — Sold (part)

ISHARES TR CORE US AGGREGATE BD ETF — Int./Div. — Sold

ISHARES TR CORE MSCI EAFE ETF — Dividend

ISHARES INC CORE MSCI EMERGING MKTS ETF — Dividend — Sold

BLACKROCK STRAT INC OPPTY PORT INSTL — Int./Div. — Buy

BLACKROCK STRAT INC OPPTY PORT INSTL — Buy (add'l)

DODGE & COX INC FD — Int./Div. — Buy

DODGE & COX INC FD — Buy (add'l)

VANGUARD LARGE CAP INDX — Dividend — Buy

METROPOLITAN WEST TOTAL RETURN — Dividend — Buy

VANGUARD MID CAP INDX — Dividend — Buy

TEMPLETON GLOBAL BOND FD — Int./Div. — Buy

NORTHWESTERN MUTUAL EXTRA ORD LIFE POLICY — Interest

NORTHWESTERN MUTUAL ADJ COMPLIFE POLICY — Interest

WORKING INTEREST D-86 TRAVIS, DODDRIDGE CTY,WV — None

WORKING INTEREST D88 LOWTHER&D92MCQUAID HARRISON CTY WV — None

WORKING INTEREST D103 WINDON HARRISON CTY WV — None

WORKING INTEREST D105 SWEENEY HARRISON CTY WV — None

WORKING INTEREST D106 DOYLE HARRISON CTY,WV — None

WORKING INTEREST D107 HARDMAN HARRISON CTY,WV — None

WORKING INTEREST D108 SHAFFER HARRISON CTY,WV — None

ESTATE # 1 (appraisal date 11/19/03) — None

COMMERCIAL REAL ESTATE,HARRISON CTY,WV

MEMBER - PRESIDENT'S HOUSE ADVISORY COMMITTEE, WEST VIRGINIA UNIVERSITY

MEMBER - BUDGET COMMITTEE, JUDICIAL CONFERENCE OF THE UNITED STATES

BOARD MEMBER, SPENCER WILLIAMS FOUNDATION

Reimbursement — COLLEGE OF LABOR AND EMPLOYMENT LAWYERS — 2/1/19-2/3/19 — CHARLESTON, SC — SPEAKER AT COLLEGE OF LABOR AND EMPLOYMENT LAWYERS REGIONAL MEETING — TRAVEL, LODGING & MEALS

PART VII, LINE 33 - NOTE NAME CHANGE FROM PIMCO INC FD CL1-2 TO PIMCO INCM INST CL

PART VII, LINE 62 - COMPOSITE TRANSPORT DETERMINED TO BE WORTHLESS SECURITY AT 12/31/19

PART VII, LINE 67 - TRANSACTION TYPE REPRESENTS THE THIRD ANNUAL PRINCIPAL PAYMENT OF A FOUR YEAR NOTE RECEIVABLE.

THERE IS NO GAIN TO REPORT ON THE RECEIPT OF PRINCIPAL. THE INTEREST PORTION OF THE SCHEDULED ANNUAL PAYMENT IS

REPORTED IN COLUMN B(1).

PART VII, LINE 68 - NOTE NAME CHANGE FROM NORTHWESTERN MUTUAL VARIABLE ANNUITY IRA (H) TO IRA # 1 (H)

PART VII, LINE 71 - NOTE NAME CHANGE FROM NORTHWESTERN MUTUAL IRA ROLLOVER ACCT (H) TO IRA #2 (H)

PART VII, LINE 119 THRU 125 - THERE WAS NO REPORTABLE OR TAXABLE INCOME GENERATED DURING THE REPORTING PERIOD BY THE

WORKING INTERESTS IN THE OIL & GAS WELLS LISTED ON LINES 119 THRU 125.

PART VII, LINE 126 - NO REPORTABLE OR TAXABLE INCOME GENERATED BY ESTATE # 1 DURING THE REPORTING PERIOD.

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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Irene Patricia Murphy Keeley | Frix