John M. Conroy
2013Annual
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What was filed
192
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Catholic Diocese of Vermont-salary
As filed
IRA acct. mom
Vermont Federal Credit Union — Interest
Vanguard Prime Money Market — Interest
land-Jackson Co. (CO) — None
Brokerage account #
AFLAC common stock — Int/Div — Buy
American Int'l Group common stock — Int/Div — Buy
Amencan Tower REIT — istrnibution — Buy
Bank of America common stock — Int/Div — Buy
Continental Resources common stock — Int/Div
Mastercard Inc. common stock — Int/Div
BCE Inc. common stock — Int/Div
Canadian Pacific Railway common stock — Int/Div
Celgene Corp common stock — Int/Div
Coca-Cola common stock — Int/Div
Crown Castle — Int/Div — Sold
Express Scripts common stock — Int/Div
Facebook Inc. common stock — Int/Div
Freeport McMoran Copper & Gold Inc common stock — Int/Div
General Electric common stock — Int/Div — Buy
General Dynamics Corp. common stock — Int/Div
Gilead Science Inc. common stock — Int/Div
Honeywell Inc. common stock — Int/Div — Buy
Intuitive Surgical Common stock — Int/Div
IDEXX Labs common stock — Int/Div
Juniper Networks Inc. common stock — Int/Div — Sold
Microsoft Corp. common stock — Int/Div
Ommicare Inc. common stock — Int/Div — Sold
Qualcomm Inc. common stock — Int/Div — Buy
RPM Inc. common stock — Int/Div — Buy
Stanley Black and Decker common stock — Int/Div — Sold
Transocean LTD common stock — Int/Div — Buy
Vanguard Natural Resources LLC — Distribution — Buy
Vanguard REIT ETF — istnbution — Buy
Apple Inc. common stock — Int/Div
Citrix Systems Inc. common stock — Int/Div
Analog Devices common stock — Int/Div — Sold
ARM Holdings PLC-SPONS ADR — Int/Div — Sold
Verizon Comm Inc. common stock — Int/Div
Walt Disney Co. Holding Co. common stock — Int/Div
State of Colorado Cultural Facilites bond — Interest — Sold
Fremont County CO bonds — Interest — Sold
State of Colorado CTFS bonds — Interest — Sold
CitiBank Money Market account — Interest — Closed
Morgan Stanley Bank — Interest — Open
Trust #1 (income beneficiary
AFLAC Inc. common stock — Int/Div — Buy
American Int'l Group common stock — Int/Div — Buy
Amenican Tower REN — Distribution — Buy
Bank of America common stock — Int/Div — Buy
BCE Inc. common stock — Int/Div
Calpine Corp. common stock — Int/Div — Buy
Canadian Pacific Railway common stock — Int/Div
Coca Cola Inc. common stock — Int/Div
Continental Resources com. stock — Int/Div
Crown Castle Intern'l common stock — Int/Div — Sold
Emerson Electric common stock — Int/Div
Facebook Inc. common stock — Int/Div
Freeport McMoran Copper & Gold common stock — Int/Div
General Dynamics Inc. common stock — Int/Div
General Electric common stock — Int/Div — Buy
Gilead Science Inc. common stock — Int/Div
Homeywell Inc. common stock — Int/Div — Buy
Juniper Networks common stock — Int/Div — Sold
Microsoft Inc. common stock — Int/Div
Ommcare Inc. common stock — Int/Div — Sold
Qualcomm Inc. common stock — Int/Div — Buy
RPM Inc. common stock — Int/Div — Buy
Salesforce.com Inc. common stock — Int/Div — Buy
Stanley Black and Decker Inc. common stock — Int/Div — Sold
Transocean Inc. common stock — Int/Div — Buy
Vanguard Natural Resources LLC — Distribution — Buy
Vanguard REIT ETF — istmbution — Buy
Walt Disney Co. Holding Co, common stock — Int/Div
Berkshire Hatthaway class B common stock — Int/Div
Celgenne Corp common stock — Int/Div
Express Scripts Ine. common stock — Int/Div
Intuitive Surgical inc. common stock — Int/Div
IDEXX Labs Inc. common stock — Int/Div
Apple Inc. common stock — Int/Div
Cinx Systems Ine. common stock — Int/Div
Analog Devices common stock — Int/Div — Sold
ARM Holdings PLC-Spous ADR — Int/Div — Sold
Verizon Comm'n common stock — Int/Div
Grand County CO Library District bond — Interest — Sold
Fremont County CO bond — Interest — Sold
E470 Public Highway Auth CO Bond — Interest — Sold
Morgan & Wash. County CO SD bond — Interest — Sold
Colorado State Bond C1FS — Interest — Sold
Black Hawk CO Tax Rev Bond — Interest — Sold
Citibank money market acct — Interest — Closed
Morgan Stanley Bank — Interest — Open
Trust #2 (income beneficiary):
AFLAC common stock — Int/Div — Buy
American Int'l Group common stock — Int/Div — Buy
Bank of America common stock — Int/Div — Buy
Canadian Pacific Railway common stock — Int/Div
Continental Resources common stock (see Part VIN) — Int/Div
Crown Castle Intr. common stock — Int/Div — Sold
General Electric common stock — Int/Div — Buy
Microsoft Corp. common stock — Int/Div
Ommcare Inc. common stock — Int/Div — Sold
Stanley Black and Decker common stock — Int/Div — Sold
Gilead Science common stock — Int/Div
Freeport McMorun CP & GLD — Int/Div
Gen'l Dynamics common stock — Int/Div
Honeywell Inc. common stock — Int/Div — Buy
Intuitive Surgical Inc. common stock (See Part VIII) — Int/Div
Coca Cola common stock — Int/Div
Walt Disney common stock — Int/Div
BCE Inc. common stock — Int/Div
Facebook Inc. common stock — Int/Div
Anadarko Petroleum common stock — Int/Div
Berkshire Hathaway Class B common stock — Int/Div
Celgene Corp common stock — Int/Div
Express Scripts Inc. common stock — Int/Div
IDEXX Labs Inc. common stock — Int/Div
Stillwater Mining common stock — Int/Div
Apple Inc. common stock — Int/Div
Citrix Systems Inc. common stock — Int/Div
Google Class A common stock — Int/Div
3M Company Inc. common stock — Int/Div — Buy
Qualcomm. Inc. common stock — Int/Div — Buy
Transocean Inc. common stock — Int/Div — Buy
Vanguard Natural Resources LLC — Distribution — Buy
Vanguard REIT LLC — istmbution — Buy
Analog Devices Inc. common stock — Int/Div — Sold
ARM Holdings PLC-Spon ADR — Int/Div — Sold
Colorado. Ed. & Cultural Facilities Bond — Interest — Sold
El Paso County CO bond — Interest — Sold
Grand County Lib. District CO bond — Interest — Sold
E470 Highway Auth CO bond — Interest — Sold
Colorado State CFS mum bond — Interest — Sold
Black Hawk CO Tax Rev Bond — Interest — Sold
Verizon common stock (See Part VII) — Int/Div
Citibank Money market acct — Interest — Closed
Morgan Stanley Bank — Interest — Open
IRA acct (self):
Berkshire Hathaway class B common stock — Int/Div
Jensen Quality Growth mutual fund — Distribution
Sequoia Fund mutual fund — istnbution
Schwab Cash Reserve money market account — Interest
Coca-Cola common stock — Int/Div
Schwab Cash Reserve Money Market account — Interest — Closed
Morgan Stanley Bank — Interest — Open
AFLAC Inc. common stock — Int/Div — Buy
Bank of America common stock — Int/Div — Buy
Berkshire Hathaway class B common stock — Interest
Century Link Inc. common stock — Int/Div — Buy
Fidelity Contra Fund — Int/Div — Sold
General Electric common stock — Int/Div — Buy
GE Capital CD (See Part VIII) — Interest — Matured
Qualcomm. Inc. common stock — Int/Div — Buy
T Rowe Price Growth Fund — Int/Div
Jensen Quality Growth mutual fund — Distribution — Sold
Proctor and Gamble common stock — Int/Div — Buy
RPM Inc. common stock — Int/Div — Buy
SPDR DJ Wlishire Int'l Real Est. ETF — Distribution — Buy
Sales Force Inc. common stock — Int/Div — Buy
Sequoia Fund mutual fund — Distribution — Sold
IM Co. common stock — Int/Div — Buy
Vanguard Wellington Fund — Int/Div — Sold
Vanguard Windsor Il Fund — Int/Div — Sold
Vanguard Natural Resources LLC — Distribution — Buy
Brokerage acct #3
Berkshire Hathaway class B common stock — Int/Div
Schwab money market acct — Interest
Vanguard S&P 500 Index fund — Int/Div
Brokerage acct #4
Berkshire Hathaway class B common stock — Int/Div
Bank of India CD — Interest — Buy
Bank of India CD — Matured
Fidelity Value Mutual Fund — Int/Div — Sold
Vanguard Windsor Il Mutual Fund — Int/Div
Charles Schwab Cash sweep acct — Interest
403(b) plan poo
TIAA-CREF Growth Stock Fund — hy — Buy (add'l)
TIAA-CREF Growth Stock Fund — Buy (add'l)
TIAA-CREF Growth Stock Fund — Buy (add'l)
TIAA-CREF Growth Stock Fund — Buy (add'l)
TIAA-CREF Equity stock Fund — Int/Div — Buy (add'l)
TIAA-CREF Equity stock Fund — Buy (add'l)
TIAA-CREF Equity stock Fund — Buy (add'l)
TIAA-CREF Equity stock Fund — Buy (add'l)
TIAA-CREF Stock Fund — Int/Div — Buy (add'l)
TIAA-CREF Stock Fund — Buy (add'l)
TIAA-CREF Stock Fund — Buy (add'l)
TIAA-CREF Stock Fund — Buy (add'l)
John Hancock Blue Chip Growth Fund — Int/Div — Buy (add'l)
John Hancock Blue Chip Growth Fund — Buy (add'l)
John Hancock Blue Chip Growth Fund — Buy (add'l)
John Hancock Blue Chip Growth Fund — Buy (add'l)
Spouse's income — 2013 — Catholic Diocese of Vermont-salary
Amendments to 2012 Financial Disclosure Report:
1. Line 140(D) 1),42).(3)and (4) reported in error. Continental Resources Inc. common stock not sold during 2012 reporting period,
2. Line 49D) 1),(2).(3), and (4) reported mn error. Intuitive Surgical common stock not sold during 2012 reporting period.
3. An asset was inadvertently omitted under assets for Trust #2 found at line 115. The omitted asset (Verizon Inc. common stock) now appears in the 2013 report
at line 134, :
Amendment to 2011 Financial Disclosure Report:
The GE Capital CD listed on line 159 of the 2011 report as having matured should have been reported as two separate GE Capital CDs. One CD matured and
that event is properly reported in the 2011 report, The other GE Capital CD was kept and should hive been reported on the 2011 report and 2012 reports. It was
inadvertently omitted. It matured in 2013 and that event is now reported in the 2013 report at line 152
Anew line (160) m the 2011 report should have read as follows:
GE Capital CD A Interest I T
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.