William Horsley Orrick 3
2018
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What was filed
156
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
Boston Scientific Corp Com — None
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
General Electric Com — Dividend
IBM Com — Dividend
Merck & Co Com — Dividend
Monsanto Co Com (x) — Dividend — Sold
Pfizer Com — Dividend
Proctor & Gamble Com — Dividend
Rayonier Com — Dividend
Vanguard Index — Dividend
JM Smucker Com — Dividend
First Republic Bank account — Interest
Trust #2
3M Co Com — Dividend
21st Century Fox — Dividend
Adobe Systems (x) — None — Sold (part)
Adobe Systems (x) — Sold
Aegon N V NY Registry ADR(x) — Dividend — Sold
American Express Co Com — Dividend
Apache Corp (x) — Dividend — Sold
Baker Hughes, Inc. Com(x) — Dividend — Sold
Bank of America Com — Dividend
Bank of New York Mellon Com — Dividend
BB&T Corp Com — Dividend
Cadence Design System Inc Com — None — Sold (part)
Cadence Design System Inc Com — 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 — Dividend
Perspecta (spun off from DXC Technology) — Dividend — Sold
Dell Technologies(x) — None — Sold
Diageo PLC Spon ADR New — Dividend
Dodge and Cox Stock Fund — Dividend
Dow Dupont Com — Dividend
EBay Inc Com(x) — None — Sold
Eli Lilly Com — Dividend
Ericcson L M Tel Co ADR B SEK 10 — Dividend
Fedex Corp Com — Dividend
General Electric Com — Dividend
Harley Davidson(x) — Dividend — Sold
HP Inc. — Dividend
Hewlett Packared Ente — Dividend
Home Depot Inc Com — Dividend
IBM Com — Dividend
Johnson Controls Interactive — Dividend — Sold (part)
Quarate Retail (f.k.a. Liberty Interactive Corporation Int Com Ser A — None
Medtronic, Inc Com — Dividend
Micro Focus Int'l — Dividend — Sold (part)
Merck & Co New Com — Dividend
Microsoft Com — Dividend
National Oilwell(x) — Dividend — Sold
NetApp — Dividend — Sold (part)
Novartis ADR — Dividend
Paypal Holdings (x) — None — Sold (part)
Paypal Holdings (x) — Sold
Pfizer Com — Dividend
Proctor & Gamble Com — Dividend
Roche Hldg Ltd Spon ADR — Dividend
Sanofi Spon ADR — Dividend — Sold (part)
Schlumberger Ltd (x) — Dividend — Sold
Sprint Nextel Corp com ser 1 — None
Suntrust Bks Inc Com — Dividend
Symantec Corp Com (x) — Dividend — Sold
Target Corp Com — Dividend
TE Connectivity Ltd Reg com shs — Dividend
AT&T (f.k.a. Time Warner Inc com new) — Dividend — Sold (part)
Travelers Companies Inc Com — Dividend
Union Pacific Com — Dividend
United Health Group — Dividend
US Bancorp Del com new — Dividend
Vulcan Materials Co Com — Dividend — Sold (part)
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
Santa Clara Ca Uni Sch Dist GO Bds — Interest
Calif St GO Refunding bonds (x) — Interest — Matured
LA Calif Uni Sch Dist GO — Interest
3M Co Com — Dividend
21st Century Fox — Dividend
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
DXC Technology (x) — Dividend
Dodge and Cox Stock Fund — Dividend
Dow Dupont Com — Dividend
EBay Inc Com (x) — None — Sold
Eli Lilly & Co Com — Dividend
Ericcson LM Tel Co ADR B sek 10 — Dividend
Exxon Mobil Corp Com — Dividend
Fedex Corp Com — Dividend
General Electric Com — Dividend
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) — Dividend — Sold
Microsoft — Dividend
National Oilwell (x) — Dividend — Sold
Novartis AG Spons ADR — Dividend
Paypal (x) — None — Sold
Pfizer Com — Dividend
Proctor & Gamble Co Com — Dividend
Sanofi Spons ADR — Dividend
Charles Schwab Corp new com — Dividend
Sprint Nextel Corp com ser 1 — None
Target Corp Com — Dividend
TE Connectivity Ltd Reg Shs Com — Dividend
AT&T (f.k.a. Time Warner Inc new com) — Dividend — Sold
Travelers Companies Inc Com — Dividend
Union Pac Corp Com — Dividend
Walmart Stores Com — Dividend
Wells Fargo & Co new com — Dividend
Schwab CA Muni Money Fund — Dividend
TIAA-CREF: Cref Stock Fund — None
TIAA Traditional Annuity — None
Trust #4 : Dodge & Cox Stock Fund — Dividend — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Dividend — Sold (part)
Trust #5: Dodge & Cox Stock Fund — 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)
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 — 2018 — 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.
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.