Colleen Kollar-Kotelly
2014Annual
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What was filed
38
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Robert Shuker Scholarship Memonal Fund
- Chase Bank
- Self-Employed Attomey
As filed
PNC National Bank — None
Bank of America — None
DSM Poseidon L.L.C — None
General Electric Com. St. — Int/Div
Schwab Money Market Fund — Int/Div
Sterling One Industrial LLC — Int/Div
Apache Corp. Com. St — Int/Div
Pioneer Natural Resource Com. St. — Int/Div
Walt Disney Com. St — Int/Div
Norfolk Southern Com. St — Int/Div
Wilmington Trust bonds — Interest
Dupont E.I. Nemour Com. St — Int/Div — Sold (part)
Dommion Resource Com. St — Int/Div — Sold (part)
Vanguard Corp. Bond — Interest
HCP Inc. Com. St. — Int/Div
Eaton Com. St — Int/Div — Sold (part)
Atlas Pipeline Partners Com. St — Int/Div — Buy (add'l)
Atlas Pipeline Part. LP — Int/Div — Sold (part)
DOW Chemical Com. St — Int/Div — Sold (part)
Anadarko Petroleum Notes — Interest
SPDR Barclays Capital Bond — Interest — Sold (part)
Eaton Vance Lid. Notes — Interest
Apple Inc. Com. St — Int/Div — Sold
Ishares Gold Trust Com. St — None — Sold (part)
Jeffries Group Bonds — Interest
Buckeye Partners Lts LP Com. St — Int/Div — Sold
Vodaphone Group PLC ADR Com. St — Int/Div — Sold (part)
Vodaphone Group PLC ADR Com. St — Int/Div — Sold
Titan Internation Inc. Com. Stock — Int/Div — Buy (add'l)
Titan Internation Inc. Com. Stock — Int/Div — Buy (add'l)
Home Depot Com. Stock — Int/Div — Buy (add'l)
Global X Funds — Int/Div — Sold (part)
Powershares Senior Loan Port Com. St — Int/Div
United Health Group — Int/Div
Gilead Sciences — None — Buy
Gilead Sciences Inc — None — Buy (add'l)
Bristol-Myers Squibb Com. Stock — Int/Div — Buy
Director, Robert Shuker Scholarship Memonal Fund
Liability — Chase Bank — Credit Card
Spouse's income — 2014 — Self-Employed Attomey
| found that | made 3 errors on the 2013 Financial Disclosure Report (FDR):
+ Item 23 - Royal Caribbean Notes, The FDR correctly states that the notes matured on December 1, 2013, Therefore, columns C(1) and (2) in the 2013 FDR
should have been blank. Mistakenly, C(1) and (2) have income and value codes indicating that the Royal Caribbean notes were still owned as of December 31,
2013. This is incorrect since all the notes had fully matured on December 1, 2013.
+ltem 11
Harris Corp. Com. Stock has the same type of error. Column D(1) states the stock was sold in part on May 17, 2013. In fact, all of the remaining stock
was sold on May 17, 2013. Columns C(1) and (2) should have been blank. Instead, the 2 columns have income and value codes indicating that Harris stock was
still owned as of the end of 2013. This was incorrect,
+ Item 34 — Buckeye Partners Uts LP. Sume error as in Harris. Column D(1) should have only stated sold, not sold (part). Columns C(1) and (2) should have been
blank,
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.