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.