William Horsley Orrick 3

2018

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Pull out the substance of this filing.

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.

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