John M. Conroy

2013Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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