George A. O'Toole jr

What was filed

372
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income

Named parties

See note
See Part VIII note 3.
Trust #1
Antonin Scalia Law School Global Antitrust Institute
George Mason University Law & Economics Center
Contract employee, Massachusetts Department of Public Health

As filed

Abbott Labs — Dividend — Buy

Abbott Labs — Buy (add'l)

Abbott Labs — Sold (part)

Abbvie — Dividend — Buy

Abbvie — Buy (add'l)

Accenture PLC Ireland Cl A — Dividend — Sold (part)

Accenture PLC Ireland Cl A — Sold (part)

Adobe Systems — None — Sold (part)

Adobe Systems — Sold (part)

Air Prodoucts & Chemicals — Dividend — Buy

Air Prodoucts & Chemicals — Buy (add'l)

Air Prodoucts & Chemicals — Sold (part)

Align Technology — None — Sold (part)

Align Technology — Sold (part)

Allergan — Dividend — Sold (part)

Allergan — Sold (part)

Allergan — Sold

Alphabet Inc. Cl A — None — Sold (part)

Alphabet Inc. Cl C — None — Sold (part)

Altria Group — Dividend — Buy (add'l)

Altria Group — Buy (add'l)

Altria Group — Sold (part)

AMC Networks — None — Buy (add'l)

AMC Networks — Buy (add'l)

AMC Networks — Sold (part)

American Cap World Gr & Inc F2 — Dividend

American Express — Dividend — Buy (add'l)

Anthem Inc. — Dividend

Apple — Dividend — Buy (add'l)

Apple — Sold (part)

AT&T — Dividend

Autodesk Inc. — None — Sold (part)

Autodesk Inc. — Buy (add'l)

Automatic Data Processing — Dividend — Sold (part)

Automatic Data Processing — Sold (part)

Automatic Data Processing — Sold

Avalon Bay Communiities — Dividend — Buy

Avalon Bay Communiities — Sold

Bank of America deposit accounts — Interest

Becton Dickinson — Dividend — Sold (part)

Becton Dickinson — Sold (part)

Becton Dickinson — Sold

Berkshire Hathaway Cl B — None — Buy (add'l)

Berkshire Hathaway Cl B — Buy (add'l)

Berkshire Hathaway Cl B — Sold (part)

Biogen — None — Buy (add'l)

Biogen — Buy (add'l)

Biogen — Sold (part)

Blackrock Inc. — Dividend — Buy (add'l)

Blackrock High Yield Fund — Dividend — Sold

Blackrock Low Dur Bd Inv Inst — Dividend — Buy (add'l)

Blackrock Low Dur Bd Inv Inst — Buy (add'l)

Blackrock Low Dur Bd Inv Inst — Sold (part)

Blackrock Multi-Asset — Dividend — Sold

Blackstone Alt Multi Strat Inst — None — Buy

Booking Holdings, Inc. — None — Sold (part)

Booking Holdings, Inc. — Sold

Broadcom — Dividend — Buy (add'l)

Broadcom — Sold (part)

Calamos Market Neutral Inc I — Dividend — Buy (add'l)

Calamos Market Neutral Inc I — Buy (add'l)

Calamos Market Neutral Inc I — Sold (part)

Carnival CP New Paired — Dividend — Buy (add'l)

Carnival CP New Paired — Buy (add'l)

Carnival CP New Paired — Sold (part)

Carnival CP New Paired — Sold

Center Coast MLP Focus — None — Sold

Cerence Inc. — None — Sold (part)

Cerence Inc. — Buy (add'l)

Charles Schwab New — Dividend — Buy

Chevron common — Dividend — Buy (add'l)

Chevron common — Buy (add'l)

Chevron common — Sold (part)

Chubb Ltd — Dividend

Cincinnati Financial Ohio — Dividend — Buy (add'l)

Cisco Systems — Dividend — Buy (add'l)

Cisco Systems — Buy (add'l)

Cisco Systems — Sold (part)

Citrix Systems Inc. — Dividend — Buy (add'l)

Citrix Systems Inc. — Sold (part)

Clearbridge Aggessive Growth (SAGYX) — Dividend — Sold

CME Group — Dividend — Sold (part)

Coca Cola Co. — Dividend — Buy (add'l)

Coca Cola Co. — Buy (add'l)

Coca Cola Co. — Sold (part)

Cohen & Steers Real Estate Securities (CSDIX) — Dividend — Sold (part)

Cogate Palmolive — Dividend — Buy (add'l)

Comcasst (New) Cl A — Dividend — Buy (add'l)

Comcasst (New) Cl A — Sold (part)

Cree Research — None — Sold (part)

Cree Research — Sold (part)

Crown Castle Intl Corp — Dividend — Buy (add'l)

CVS Health Corp — Dividend

CyrusOne, Inc. — Dividend — Buy (add'l)

CyrusOne, Inc. — Sold (part)

Delta Airlines — Dividend — Buy

Delta Airlines — Sold (part)

Delta Airlines — Sold

Diageo ADR — Dividend — Buy (add'l)

Diageo ADR — Buy (add'l)

Diageo ADR — Sold (part)

Discovery Communications Ser.A — None — Buy (add'l)

Discovery Communications Ser.A — Buy (add'l)

Discovery Communications Ser.A — Sold (part)

Dolby Cl A — Dividend — Sold (part)

Dollar General Corp. — Dividend — Sold (part)

Dollar General Corp. — Sold (part)

Dominion Resources — Dividend — Buy (add'l)

Dominion Resources — Sold (part)

Duke Realty — Dividend — Buy — See note

Duke Realty — Buy (add'l)

Enterprise Bancorp common — Dividend — Sold (part)

Enterprise Bancorp common — Sold (part)

Enterprise Bancorp common — Sold

Exxon Mobile common — Dividend

Facebook Cl A — None — Buy (add'l)

Facebook Cl A — Sold (part)

Fastenal — Dividend — Buy (add'l)

Fastenal — Sold (part)

Fidelity National Information Services — Dividend

FireEye — None — Buy (add'l)

FireEye — Buy (add'l)

FireEye — Sold (part)

Fluor Corp — Dividend — Sold (part)

Franklin Resources, Inc. — Dividend — Buy (add'l)

Franklin Resources, Inc. — Buy (add'l)

Franklin Resources, Inc. — Sold (part)

Freeport-McMoran — Dividend — Buy (add'l)

Freeport-McMoran — Sold (part)

Gartner Inc. — None — Sold (part)

Gartner Inc. — Sold (part)

GCI Liberty — None — Sold

Guardant Health — None — Buy

Guardant Health — Buy (add'l)

Harding Loevner Intl Equity — Dividend — Sold (part)

Honeywell — None

Illumina Inc. — None — Buy

Illumina Inc. — Buy (add'l)

Immunogen — None — Sold (part)

Immunogen — Sold (part)

Ingersoll-Rand (Name change) — Sold (part) — See Part VIII note 3.

Intel — Dividend — Buy (add'l)

Intel — Sold (part)

International Flavors and Fragrances — Dividend — Buy (add'l)

International Flavors and Fragrances — Buy (add'l)

Intuitive Surgical — None — Buy

Intuitive Surgical — Buy (add'l)

Invesco Premier Inst — Dividend — Buy (add'l)

Ionis Pharmaceuticals — None — Buy (add'l)

Ionis Pharmaceuticals — Sold (part)

IQ Hedge Multi-Strat Tracker — Dividend — Sold (part)

iShares Core S&P US Growth — Dividend — Buy (add'l)

iShares Core S&P US Growth — Buy (add'l)

iShares Core S&P US Growth — Sold (part)

iShares Core S&P 500 ETF — None — Buy (add'l)

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

iShares Russell 1000 — None — Sold

Johnson & Johnson common — Dividend — Buy (add'l)

Johnson & Johnson common — Buy (add'l)

Johnson Controls — Dividend — Sold (part)

JP Morgan Chase & Co. — Dividend — Sold (part)

Kinder Morgan — Dividend — Buy (add'l)

Kinder Morgan — Sold (part)

L-3 Technologies — Dividend — Sold (part)

L-3 Technologies — Sold (part)

Linde PLC — Dividend

Lockheed Martin — Dividend

Lord Abbett Sht Duration Inc (LDLFX) — Dividend — Buy (add'l)

Lowes Companies — Dividend — Buy (add'l)

Manulife Financial common — Dividend

Marsh & McLennan — Dividend

Mastercaard , Inc. Cl A — Dividend — Sold (part)

Mastercaard , Inc. Cl A — Sold (part)

McDonalds Corp — Dividend — Buy

McDonalds Corp — Buy (add'l)

Merger Fund — Dividend

Medtronic — Dividend — Buy (add'l)

Medtronic — Sold (part)

Merck & Co. — Dividend — Buy (add'l)

Merck & Co. — Buy (add'l)

Merck & Co. — Sold (part)

Metropolitan West Tot Ret Bd I (MWTIX) — Dividend — Buy (add'l)

Metropolitan West Tot Ret Bd I (MWTIX) — Buy (add'l)

Metropolitan West Tot Ret Bd I (MWTIX) — Sold (part)

Microsoft common — Dividend — Sold (part)

Microsoft common — Sold (part)

Mondelez Intl Inc. — Dividend

Morgan Stanley Bank cash/MM account — Interest

Motorola Solutions — Dividend — Buy

Motorola Solutions — Buy (add'l)

MSCI Inc. — Dividend — Sold (part)

MSCI Inc. — Sold (part)

National Oilwell Varco — Dividend — Buy (add'l)

National Oilwell Varco — Buy (add'l)

National Oilwell Varco — Sold (part)

Nestle Spon ADR — Dividend — Buy (add'l)

Nestle Spon ADR — Sold (part)

Nextera Energy — Dividend — Sold (part)

Nike Inc. B — Dividend — Sold (part)

Nike Inc. B — Sold (part)

Nintendo — Dividend — Buy

Norfolk Southern — Dividend — Buy (add'l)

Now Inc — None — Buy (add'l)

Now Inc — Buy (add'l)

Now Inc — Sold (part)

Now Inc — Sold

Nuance Communications Inc. — None — Sold (part)

Nucor Corp — Dividend — Buy (add'l)

Nucor Corp — Sold (part)

Nuveen Santa Barbara Div Gr I — Dividend

Occidental Petroleum — None — Buy (add'l)

Occidental Petroleum — Sold (part)

Occidental Petroleum — Sold

O'Reilly Automotive New — None — Sold (part)

O'Reilly Automotive New — Sold (part)

O'Reilly Automotive New — Sold

Paccar Inc — Dividend — Buy (add'l)

Paccar Inc — Sold (part)

Paccar Inc — Sold

Packaging Corp — Dividend — Sold (part)

Paychex — Dividend — Buy (add'l)

PayPal Holdings — None — Sold (part)

PayPal Holdings — Sold (part)

Pentair — Dividend — Buy (add'l)

Pentair — Sold (part)

Pepsico common — Dividend

Pfizer Inc. — Dividend — Buy (add'l)

Pfizer Inc. — Buy (add'l)

Pfizer Inc. — Sold (part)

PGIM Short-term Corp.Bond — Dividend — Buy (add'l)

PGIM Short-term Corp.Bond — Buy (add'l)

Philip Morris — Dividend — Buy (add'l)

Philip Morris — Buy (add'l)

Philip Morris — Sold (part)

Phillips 66 — Dividend

PNC Financial Services — None — Sold

Principal Mid Cap (PMCPX) — Distribution

Procter & Gamble common — Dividend

Qurate Retail Group — Dividend — Buy (add'l)

Qurate Retail Group — Sold (part)

Realty Income Group — None — Sold (part)

Realty Income Group — Sold

Regeneron Pharmaceuticals — None — Buy (add'l)

Regeneron Pharmaceuticals — Sold (part)

Salesforce.com — None — Buy (add'l)

Seagate TechnologyPLC — Dividend — Sold (part)

ServiceNow Inc. — None — Buy (add'l)

ServiceNow Inc. — Buy (add'l)

ServiceNow Inc. — Sold (part)

Starbucks Corp — Dividend — Buy (add'l)

Starbucks Corp — Sold (part)

Stericycle,Inc. common — None

Target Corp — Dividend — Buy (add'l)

TE Connectivity — Dividend — Sold (part)

Trane Technologies (formerly named Ingersoll-Rand) — Dividend

Texas Instruments — Dividend — Buy (add'l)

Texas Instruments — Buy (add'l)

Twitter Inc. — None — Buy (add'l)

Twitter Inc. — Buy (add'l)

Twitter Inc. — Sold (part)

Union Pacific common — Dividend

UnitedHealth Group — Dividend — Buy (add'l)

UnitedHealth Group — Buy (add'l)

UnitedHealth Group — Sold (part)

United Parcel Service — Dividend — Buy (add'l)

Verizon Communications common — Dividend — Buy (add'l)

Verizon Communications common — Buy (add'l)

Verizon Communications common — Sold (part)

Vertex Pharmaceuticals — None — Buy (add'l)

Vertex Pharmaceuticals — Buy (add'l)

Vertex Pharmaceuticals — Sold (part)

Virtus Insight Emrg Mkts (HIEMX) — Distribution

Visa Inc. Cl A — Dividend — Sold (part)

Visa Inc. Cl A — Sold (part)

Walt Disney Co Holding Co — Dividend — Sold (part)

WEC Energy Group Inc. — Dividend — Sold (part)

Wells Fargo & Co New — Dividend — Buy (add'l)

Wells Fargo & Co New — Buy (add'l)

Wells Fargo & Co New — Sold (part)

Wells Fargo Muni Bond Fund (WMBIX) — Dividend

Western Digital Corp — None — Buy (add'l)

Western Digital Corp — Sold (part)

Zoetis Inc. Cl A — Dividend — Sold (part)

Zoetis Inc. Cl A — Sold (part)

Trustee, Trust #1

Reimbursement — Antonin Scalia Law School Global Antitrust Institute — 10/182020 to 10/23/2020 — Scottsdale AZ — Educational seminar — Travel, lodging, and meals

Reimbursement — George Mason University Law & Economics Center — 11/11/2020 to 11/14/2020 — San Antonio TX — Educational seminar — Travel, lodgin, and meals

Spouse's income — 2020 — Contract employee, Massachusetts Department of Public Health

1. The trust identified in Part I is a trust. All the assets held in the trust are reported individually in Part VII but are not specifically identified in that Part to

the trust.

2. The asset listed at Part VII, line 101 of the 2019 report, Duke Energy, indicated a "Buy addidtional" transaction. That was a typographical error. The Duke

Energy holding was actually "sold" with a gain in the A range. Columns C(1) and (2) should have been left blank. Duke Realty, reported in line 144 of this report,

is an entirely separate entity deespite the similarity of the name.. Its shares were acquired as indicated in Part VII.

3. The Ingersoll-Rand asset is reported as Trane Technologies as the result of a name change.. There was no new investment transaction.