# George A. O'Toole jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33731

## Record

- **Judge:** George A. O'Toole jr
- **Year:** 2020
- **Pages:** 27

## Text

Abbott Labs — Dividend — Buy
Abbott Labs — Buy (add'l)
Abbott Labs — Buy (add'l)
Abbott Labs — Buy (add'l)
Abbott Labs — Sold (part)
Abbvie — Dividend — Buy
Abbvie — Buy (add'l)
Abbvie — Buy (add'l)
Accenture PLC Ireland Cl A — Dividend — Sold (part)
Accenture PLC Ireland Cl A — Sold (part)
Accenture PLC Ireland Cl A — Sold (part)
Adobe Systems — None — Sold (part)
Adobe Systems — Sold (part)
Adobe Systems — Sold (part)
Air Prodoucts & Chemicals — Dividend — Buy
Air Prodoucts & Chemicals — Buy (add'l)
Air Prodoucts & Chemicals — Buy (add'l)
Air Prodoucts & Chemicals — Buy (add'l)
Air Prodoucts & Chemicals — Buy (add'l)
Air Prodoucts & Chemicals — Sold (part)
Air Prodoucts & Chemicals — Sold (part)
Align Technology — None — Sold (part)
Align Technology — Sold (part)
Allergan — Dividend — Sold (part)
Allergan — 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 — Buy (add'l)
Altria Group — Sold (part)
Altria Group — Sold (part)
Altria Group — Sold (part)
AMC Networks — None — Buy (add'l)
AMC Networks — Buy (add'l)
AMC Networks — Sold (part)
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)
Apple — Sold (part)
Apple — Sold (part)
AT&T — Dividend
Autodesk Inc. — None — Sold (part)
Autodesk Inc. — Buy (add'l)
Autodesk Inc. — Buy (add'l)
Autodesk Inc. — Buy (add'l)
Autodesk Inc. — Buy (add'l)
Automatic Data Processing — Dividend — Sold (part)
Automatic Data Processing — Sold (part)
Automatic Data Processing — 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 — Buy (add'l)
Berkshire Hathaway Cl B — Sold (part)
Biogen — None — Buy (add'l)
Biogen — Buy (add'l)
Biogen — Sold (part)
Biogen — Sold (part)
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 — 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)
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 — 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 — Buy (add'l)
Chevron common — Sold (part)
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)
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 — 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 — Buy (add'l)
Discovery Communications Ser.A — Sold (part)
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)
Dominion Resources — Sold (part)
Duke Realty — Dividend — Buy — See note
Duke Realty — Buy (add'l)
Duke Realty — Buy (add'l)
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)
Fastenal — Sold (part)
Fastenal — Sold (part)
Fidelity National Information Services — Dividend
FireEye — None — Buy (add'l)
FireEye — Buy (add'l)
FireEye — Sold (part)
FireEye — Sold (part)
Fluor Corp — Dividend — Sold (part)
Franklin Resources, Inc. — Dividend — Buy (add'l)
Franklin Resources, Inc. — Buy (add'l)
Franklin Resources, Inc. — Buy (add'l)
Franklin Resources, Inc. — Sold (part)
Franklin Resources, Inc. — Sold (part)
Freeport-McMoran — Dividend — Buy (add'l)
Freeport-McMoran — Sold (part)
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)
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)
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 US Growth — Sold (part)
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 Core S&P 500 ETF — Sold (part)
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 & 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)
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)
Medtronic — Sold (part)
Merck & Co. — Dividend — Buy (add'l)
Merck & Co. — 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) — 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)
Microsoft common — Sold (part)
Microsoft common — 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)
National Oilwell Varco — Sold (part)
Nestle Spon ADR — Dividend — Buy (add'l)
Nestle Spon ADR — Sold (part)
Nestle Spon ADR — Sold (part)
Nestle Spon ADR — Sold (part)
Nestle Spon ADR — Sold (part)
Nestle Spon ADR — Sold (part)
Nextera Energy — Dividend — Sold (part)
Nike Inc. B — Dividend — Sold (part)
Nike Inc. B — 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 (part)
Now Inc — Sold
Nuance Communications Inc. — None — Sold (part)
Nucor Corp — Dividend — Buy (add'l)
Nucor Corp — Sold (part)
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 (part)
Paccar Inc — Sold
Packaging Corp — Dividend — Sold (part)
Paychex — Dividend — Buy (add'l)
PayPal Holdings — None — Sold (part)
PayPal Holdings — Sold (part)
PayPal Holdings — Sold (part)
PayPal Holdings — Sold (part)
Pentair — Dividend — Buy (add'l)
Pentair — Sold (part)
Pentair — Sold (part)
Pepsico common — Dividend
Pfizer Inc. — Dividend — Buy (add'l)
Pfizer Inc. — Buy (add'l)
Pfizer Inc. — Sold (part)
Pfizer Inc. — Sold (part)
PGIM Short-term Corp.Bond — Dividend — Buy (add'l)
PGIM Short-term Corp.Bond — Buy (add'l)
PGIM Short-term Corp.Bond — Buy (add'l)
Philip Morris — Dividend — Buy (add'l)
Philip Morris — 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)
Qurate Retail Group — Sold (part)
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)
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)
Twitter Inc. — Sold (part)
Union Pacific common — Dividend
UnitedHealth Group — Dividend — Buy (add'l)
UnitedHealth Group — Buy (add'l)
UnitedHealth Group — Buy (add'l)
UnitedHealth Group — Sold (part)
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 — Buy (add'l)
Vertex Pharmaceuticals — Buy (add'l)
Vertex Pharmaceuticals — Sold (part)
Vertex Pharmaceuticals — Sold (part)
Virtus Insight Emrg Mkts (HIEMX) — Distribution
Visa Inc. Cl A — Dividend — Sold (part)
Visa Inc. Cl A — 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 & Co New — Sold (part)
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)
Western Digital Corp — Sold (part)
Zoetis Inc. Cl A — Dividend — Sold (part)
Zoetis Inc. Cl A — Sold (part)
Zoetis Inc. Cl A — 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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33731. Public record. Not legal advice.