William Horsley Orrick 3

2020

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

288
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Trust #3

As filed

First Republic checking accounts — Interest

Beneficial State Bank (fk a OnePacificCoast Bank) accounts — Interest

Rental property #1, eee CA — Rent

Vanguard Int'l Growth Fund — Int/Div

Dodge & Cox Stock Fund — Int/Div

401K #1(H)

Dodge & Cox Stock Fund — Int/Div

Fidelity Diversified International Fund — Int/Div

Fidelity 500 Index Fund — Int/Div

Vanguard Total Bond Market — Int/Div

401k#2(H)

Vanguard Target 2020 Fund — Int/Div

Vanguard Int'l Growth Fund — Int/Div

Trust #1)

12% interest in rental property #1, i CA. — None

General Electric Com — Int/Div

IBMCom — Int/Div

El Lilly & Co Com — Int/Div

Merck & Co Com — Int/Div

Pfizer Com — Int/Div

Proctor & Gamble Com — Int/Div — Sold (part)

Proctor & Gamble Com — Sold (part)

Vanguard Index — Int/Div

First Republic Bank account — Interest

Trust #2(H)

3MCoCom — Int/Div

American Express Co Com — Int/Div

AT&T — Int/Div — Sold (part)

Bank of America Com — Int/Div

Bank of New York Mellon Com — Int/Div

Boston Scientific Corp Com — None

Cadence Design System Inc Com — None

Capital One Fin'l Corp Com — Int/Div

Charles Schwab Corp — Int/Div

Charter Communications — None — Sold (part)

Chevron Corp Com — Int/Div — Sold

Cisco Systems — Int/Div

Comcast Corp new CLA com — Int/Div — Sold (part)

Coming — Int/Div

Corteva — Int/Div

DXC Technology — Int/Div — Sold

Diageo PLC Spon ADR New — Int/Div

Dodge and Cox Stock Fund — Int/Div

Dow Inc — Int/Div

Dupont DeNemours Inc — Int/Div

Eli Lilly Com — Int/Div

EriccsonL M Tel CoADRB SEK 10 — Int/Div — Sold

Fedex Corp Com — Int/Div

Fox Corp — Int/Div — Sold

General Electric Com — Int/Div

Hewlett Packared Ente — Int/Div — Sold (part)

Home Depot Inc Com — Int/Div

HPInc — Int/Div

IBMCom — Int/Div

ohnson Controls Interactive — Int/Div

Quarate Retail (f.k.a. Liberty Interactive Corporation Int Com Ser A — Int/Div

Medtronic, Inc Com — Int/Div

Merck & Co New Com — Int/Div

Micro Focus Int'l — Int/Div — Sold

Microsoft Com — Int/Div — Sold (part)

NetApp — Int/Div

NovartisADR — Int/Div

PfizerCom — Int/Div

Proctor & Gamble Com — Int/Div

Roche Hidg Ltd Spon ADR — Int/Div

Sanofi Spon ADR — Int/Div

Target Corp Com — Int/Div

TE Connectivity Ltd Reg com shs — Int/Div

Travelers Companies Inc Com — Int/Div

Truist Fin'l Corp — Int/Div

Union Pacific Com — Int/Div

United Health Group — Int/Div

US Bancorp Del com new — Int/Div

Viatris — None

Vulcan Materials Co Com — Int/Div

Walmart Stores Inc Com — Int/Div — Sold

Walt Disney Cor — Int/Div

Wells Fargo & Co — Int/Div

Schwab CA Muni Money Fund — Interest

Trust #3(H)

LA Calif Uni Sch Dist GO — Interest — Matured

3MCoCom — Int/Div

AegonN V NY Registry sh ADR — None — Sold

American Express Co Com — Int/Div

Berkshire Hathaway Inc Del Cl B new Com — None — Sold

Capital One Fin'l Corp Com — Int/Div

Charter Communications — None

Charles Schwab Corp new com — Int/Div

Chevron Corp Com — Int/Div — Sold

Comcast Corp new cl A com — Int/Div

Corteva — Int/Div

DXC Technology (x) — None

Dodge and Cox Stock Fund — Int/Div

Dow Inc — Int/Div

Dupont DeMours Inc — Int/Div

Ericcson LM Tel Co ADR B sek 10 — Int/Div

Exxon Mobil Corp Com — Int/Div

Fedex Corp Com — Int/Div

Fox Corp — Int/Div — Sold

General Electric Com — Int/Div

Hewlett Packard Ente — Int/Div

Home Depot Com — Int/Div

Honeywell Int'l Com — Int/Div

HP Inc — Int/Div

IBM Com — Int/Div

Kimberly Clark Corp Com — Int/Div

Eli Lilly & CoCom — Int/Div

Medtronic — Int/Div

Merck & Co Com — Int/Div

Microsoft — Int/Div

Novartis AG Spons ADR — Int/Div

PfizerCom — Int/Div

Proctor & Gamble Co Com — Int/Div

Sanofi Spons ADR — Int/Div

Target Corp Com — Int/Div

TE Connectivity Ltd Reg Shs Com — Int/Div

Travelers Companies Inc Com — Int/Div

Union Pac Corp Com — Int/Div

Viatris — None

Walmart Stores Com — None — Sold

Walt Disney — Int/Div

Wells Fargo & Co new com — Int/Div

Schwab CA Muni Money Fund — Int/Div

TIAA-CREF: Cref Stock Fund — None

TIAA Traditional Annuity — None

Trust #4: Dodge & Cox Stock Fund — Int/Div — Sold (part)

Trust #4: Dodge & Cox Stock Fund — Sold (part)

Trust #5: Dodge & Cox Stock Fund — Int/Div

Trust #6: Dodge & Cox Stock Fund — Int/Div — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Sold (part)

Orphagen Pharmaceuticals preferred shares — None

First Republic checking accounts — Interest

Beneficial State Bank (fk a OnePacificCoast Bank) accounts — Interest

Rental property #1, eee CA — Rent

Vanguard Int'l Growth Fund — Int/Div

Dodge & Cox Stock Fund — Int/Div

401K #1(H)

Dodge & Cox Stock Fund — Int/Div

Fidelity Diversified International Fund — Int/Div

Fidelity 500 Index Fund — Int/Div

Vanguard Total Bond Market — Int/Div

401k#2(H)

Vanguard Target 2020 Fund — Int/Div

Vanguard Int'l Growth Fund — Int/Div

Trust #1)

12% interest in rental property #1, i CA. — None

General Electric Com — Int/Div

IBMCom — Int/Div

El Lilly & Co Com — Int/Div

Merck & Co Com — Int/Div

Pfizer Com — Int/Div

Proctor & Gamble Com — Int/Div — Sold (part)

Proctor & Gamble Com — Sold (part)

Vanguard Index — Int/Div

First Republic Bank account — Interest

Trust #2(H)

3MCoCom — Int/Div

American Express Co Com — Int/Div

AT&T — Int/Div — Sold (part)

Bank of America Com — Int/Div

Bank of New York Mellon Com — Int/Div

Boston Scientific Corp Com — None

Cadence Design System Inc Com — None

Capital One Fin'l Corp Com — Int/Div

Charles Schwab Corp — Int/Div

Charter Communications — None — Sold (part)

Chevron Corp Com — Int/Div — Sold

Cisco Systems — Int/Div

Comcast Corp new CLA com — Int/Div — Sold (part)

Coming — Int/Div

Corteva — Int/Div

DXC Technology — Int/Div — Sold

Diageo PLC Spon ADR New — Int/Div

Dodge and Cox Stock Fund — Int/Div

Dow Inc — Int/Div

Dupont DeNemours Inc — Int/Div

Eli Lilly Com — Int/Div

EriccsonL M Tel CoADRB SEK 10 — Int/Div — Sold

Fedex Corp Com — Int/Div

Fox Corp — Int/Div — Sold

General Electric Com — Int/Div

Hewlett Packared Ente — Int/Div — Sold (part)

Home Depot Inc Com — Int/Div

HPInc — Int/Div

IBMCom — Int/Div

ohnson Controls Interactive — Int/Div

Quarate Retail (f.k.a. Liberty Interactive Corporation Int Com Ser A — Int/Div

Medtronic, Inc Com — Int/Div

Merck & Co New Com — Int/Div

Micro Focus Int'l — Int/Div — Sold

Microsoft Com — Int/Div — Sold (part)

NetApp — Int/Div

NovartisADR — Int/Div

PfizerCom — Int/Div

Proctor & Gamble Com — Int/Div

Roche Hidg Ltd Spon ADR — Int/Div

Sanofi Spon ADR — Int/Div

Target Corp Com — Int/Div

TE Connectivity Ltd Reg com shs — Int/Div

Travelers Companies Inc Com — Int/Div

Truist Fin'l Corp — Int/Div

Union Pacific Com — Int/Div

United Health Group — Int/Div

US Bancorp Del com new — Int/Div

Viatris — None

Vulcan Materials Co Com — Int/Div

Walmart Stores Inc Com — Int/Div — Sold

Walt Disney Cor — Int/Div

Wells Fargo & Co — Int/Div

Schwab CA Muni Money Fund — Interest

Trust #3(H)

LA Calif Uni Sch Dist GO — Interest — Matured

3MCoCom — Int/Div

AegonN V NY Registry sh ADR — None — Sold

American Express Co Com — Int/Div

Berkshire Hathaway Inc Del Cl B new Com — None — Sold

Capital One Fin'l Corp Com — Int/Div

Charter Communications — None

Charles Schwab Corp new com — Int/Div

Chevron Corp Com — Int/Div — Sold

Comcast Corp new cl A com — Int/Div

Corteva — Int/Div

DXC Technology (x) — None

Dodge and Cox Stock Fund — Int/Div

Dow Inc — Int/Div

Dupont DeMours Inc — Int/Div

Ericcson LM Tel Co ADR B sek 10 — Int/Div

Exxon Mobil Corp Com — Int/Div

Fedex Corp Com — Int/Div

Fox Corp — Int/Div — Sold

General Electric Com — Int/Div

Hewlett Packard Ente — Int/Div

Home Depot Com — Int/Div

Honeywell Int'l Com — Int/Div

HP Inc — Int/Div

IBM Com — Int/Div

Kimberly Clark Corp Com — Int/Div

Eli Lilly & CoCom — Int/Div

Medtronic — Int/Div

Merck & Co Com — Int/Div

Microsoft — Int/Div

Novartis AG Spons ADR — Int/Div

PfizerCom — Int/Div

Proctor & Gamble Co Com — Int/Div

Sanofi Spons ADR — Int/Div

Target Corp Com — Int/Div

TE Connectivity Ltd Reg Shs Com — Int/Div

Travelers Companies Inc Com — Int/Div

Union Pac Corp Com — Int/Div

Viatris — None

Walmart Stores Com — None — Sold

Walt Disney — Int/Div

Wells Fargo & Co new com — Int/Div

Schwab CA Muni Money Fund — Int/Div

TIAA-CREF: Cref Stock Fund — None

TIAA Traditional Annuity — None

Trust #4: Dodge & Cox Stock Fund — Int/Div — Sold (part)

Trust #4: Dodge & Cox Stock Fund — Sold (part)

Trust #5: Dodge & Cox Stock Fund — Int/Div

Trust #6: Dodge & Cox Stock Fund — Int/Div — Sold (part)

Trust #6: Dodge & Cox Stock Fund — Sold (part)

Orphagen Pharmaceuticals preferred shares — None

Co-Trustee, Trust #3

In Part VII, I have listed Rental Property #1 twice, in lines 3 and 19. 12% of the property is held in Trust #1 (line 19), 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.