William Horsley Orrick 3

2017

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Pull out the substance of this filing.

What was filed

  • 155

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust #1
  • Trust #2
  • Trust #3
  • Trust #4
  • Trust #5
  • Trust #6
  • Self-employed artist

As filed

First Republic checking accounts — Interest

Beneficial State Bank (f k a OnePacificCoast Bank) accounts — Interest

Rental property #1, — Rent

401K #1

Dodge & Cox Stock Fund — Dividend

Fidelity Diversified International Fund — Dividend

Spartan 500 Index Fund — Dividend

Vanguard Total Bond Market — Int./Div.

401k#2

Vanguard Target 2020 Fund — Dividend

Vanguard Int'l Growth Fund — Dividend

Vanguard Int'l Growth Fund — Dividend

Vanguard Int'l Growth Fund — Dividend

Dodge & Cox Stock Fund — Dividend — Sold (part)

Trust #1

12% interest in rental property #1, — None

Eli Lilly & Co Com — Dividend

Express Scripts Hldg Co Com — None — Sold

General Electric Com — Dividend

IBM Com — Dividend

Merck & Co Com — Dividend

Monsanto Co Com — Dividend

Pfizer Com — Dividend

Proctor & Gamble Com — Dividend

Rayonier Com — Dividend

Vanguard Index — Dividend — Buy

JM Smucker Com — Dividend

First Republic Bank account — Interest

Trust #2

3M Co Com — Dividend

21st Century Fox — Dividend

Adobe Systems — None — Sold (part)

Adient PLC — Dividend — Sold

Aegon N V NY Registry ADR — Dividend

American Express Co Com — Dividend

Apache Corp — Dividend

Baker Hughes, Inc. Com — Dividend

Bank of America Com — Dividend

Bank of New York Mellon Com — Dividend

BB&T Corp Com — Dividend

Boston Scientific Corp Com — None

Cadence Design System Inc Com — None — Sold (part)

Capital One Fin'l Corp Com — Dividend

Cisco Systems — Dividend

Charles Schwab Corp — Dividend

Charter Communications — None

Chevron Corp Com — Dividend

Comcast Corp new CLA com — Dividend

Corning — Dividend

DXC Technology (x) — Dividend

Dell Technologies — None

Diageo PLC Spon ADR New — Dividend

Dodge and Cox Stock Fund — Dividend — Buy

Dow Dupont Com — Dividend

EBay Inc Com — None

Eli Lilly Com — Dividend

Ericcson L M Tel Co ADR B SEK 10 — None

Fedex Corp Com — Dividend

General Electric Com — Dividend

Harley Davidson — Dividend

HP Inc. — Dividend

Hewlett Packared Ente — Dividend

Home Depot Inc Com — Dividend

IBM Com — Dividend

Johnson Controls Interactive — Dividend

Liberty Interactive Corporation Int Com Ser A — None

Medtronic, Inc Com — Dividend

Micro Focus Int'l (X) — Dividend

Merck & Co New Com — Dividend

Microsoft Com — Dividend

National Oilwell — Dividend

NetApp — Dividend

Novartis ADR — Dividend

Paypal Holdings — None

Pfizer Com — Dividend

Proctor & Gamble Com — Dividend

Roche Hldg Ltd Spon ADR — Dividend

Sanofi Spon ADR — None

Schlumberger Ltd — Dividend

Seattle Spin Co (X) — Sold

Sprint Nextel Corp com ser 1 — None

Suntrust Bks Inc Com — Dividend

Symantec Corp Com — Dividend — Sold (part)

Target Corp Com — Dividend

TE Connectivity Ltd Reg com shs — Dividend

Time Warner Inc com new — Dividend

Travelers Companies Inc Com — Dividend

Union Pacific Com — Dividend

United Health Group — Dividend

US Bancorp Del com new — Dividend

Vulcan Materials Co Com — Dividend

Walmart Stores Inc Com — Dividend

Wells Fargo & Co — Dividend

Schwab CA Muni Money Fund — Interest

Trust # 3

Santa Clara Vy Calif Transn Auth Sales T Sales Tax Rev Bd — Interest

LA Cty Calif Met Transn Auth S Meas. R senior sales tax bd — Interest

Calif St Univ Rev systemwide Rev Bds — Interest — Sold

Santa Clara Ca Uni Sch Dist GO Bds — Interest

Calif St GO Refunding bonds — Interest — Sold

LA Calif Uni Sch Dist GO — Interest

3M Co Com — Dividend

21st Century Fox — Dividend

Advansix, Inc. — None — Sold

Aegon N V NY Registry sh ADR — Dividend

American Express Co Com — Dividend

Berkshire Hathaway Inc Del Cl B new Com — None

Capital One Fin'l Corp Com — Dividend

Charter Communications — None

Chevron Corp Com — Dividend

Comcast Corp new cl A com — Dividend

Computer Sciences Corp com (X) — Dividend

CSRA Inc. — Dividend — Sold

DXC Technology (x) — Dividend

Dow Dupont Com — Dividend

EBay Inc Com — None

Eli Lilly & Co Com — Dividend

Ericcson LM Tel Co ADR B sek 10 — None

Exxon Mobil Corp Com — Dividend

Fedex Corp Com — Dividend

General Electric Com — Dividend — Sold (part)

HP Inc. — Dividend

Hewlett Packard Ente — Dividend

Home Depot Com — Dividend

Honeywell Int'l Com — Dividend

IBM Com — Dividend

Kimberly Clark Corp Com — Dividend

Medtronic — Dividend

Merck & Co Com — Dividend

Micro Focus Intl (X) — None — Sold (part)

Microsoft — Dividend

National Oilwell — Dividend — Sold

Novartis AG Spons ADR — Dividend

Paypal — None — Sold

Pfizer Com — Dividend

Proctor & Gamble Co Com — Dividend

Sanofi Spons ADR — None

Charles Schwab Corp new com — Dividend

Sprint Nextel Corp com ser 1 — None

Target Corp Com — Dividend

TE Connectivity Ltd Reg Shs Com — Dividend

Time Warner Inc new com — Dividend

Travelers Companies Inc Com — Dividend

Union Pac Corp Com — Dividend

Walmart Stores Com — Dividend

Wells Fargo & Co new com — Dividend — Sold (part)

Schwab CA Muni Money Fund — Dividend

TIAA-CREF: Cref Stock Fund — Dividend

TIAA Traditional Annuity — Interest

Trust #4 : Dodge & Cox Stock Fund — Dividend

Trust #5: Dodge & Cox Stock Fund — Dividend — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Dividend — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Sold (part)

Orphagen Pharmaceuticals preferred shares — None

Trustee, Trust #1

Trustee, Trust #2

Co-Trustee, Trust #3

Trustee, Trust #4

Trustee, Trust #5

Trustee, Trust #6

Spouse's income — 2017 — Self-employed artist

In Part VII, I have listed Rental Property #1 twice, in lines 3 and 20. 12% of the property is held in Trust #1 (line 20), and 21 1/3% is owned by me separately (line

3), and the gross values of those percentage interests are estimated accordingly. Rental Property #1 is rented--my share of the gross rent is reflected on line 3.

(X) Three new companies appear on my disclosure as a result of the partial spin-offs of businesses from HP Enterprises. DXC Technology was spun off from HP

Enterprises's Enterprise Services business and merged with Computer Sciences Corp. All of my shares in Computer Sciences Corp were exchanged for additional

DXC shares. As of April 3, 2017, I owned shares in DXC and none in Computer Sciences Corp. HP Enterprises also spun off its software business to Seattle

Spin Co. on September 1, 2017, which immediately merged with MicroFocus Int'l. I did not sell any of my stock in HP Enterprises.

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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