Elizabeth Kay Dillon

2015Annual

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Pull out the substance of this filing.

What was filed

  • 114

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • H. Guynn, Jr
  • Dillon, PC
  • Guynn & Dillon, P.C. - held position prior to taking the oath of office on February 16, 2015, und not thereafter.
  • Blueacre, L.L.C. - held position prior to taking the oath of office on February 16, 2015, and not thereafter.
  • Guynn & Dillon, P.C. - salary prior to taking the oath of office on February 16, 2015.
  • One Beacon Insurance Group - salary

As filed

Brokerage Account #1

Memill Lynch Bank Deposit Program — Int/Div

AMEX Technology Select SPDR - XLK — Int/Div — Buy

Clearbridge Energy MLP F - CEM — None — Buy

Eaton Vance National Municipal Opportunities Trust - EOT — Int/Div — Buy

Franklin High Yield Tax Free Inc Fund Ady CL - FHYVX — Int/Div

Henderson Global Equity Income FD Class 1 - HFOQIX — Int/Div — Buy

Kavne Anderson MLP - KYN — Int/Div — Sold (part)

Kavne Anderson MLP - KYN — Sold

Loomis Sayles Strategic Income Fund CL Y “NEZYX — Int/Div — Sold

Mainstay Large CAP Growth Fund CL MLAIX — None — Sold

Market Vectors Intermediate Municipal Index ETF - ITM — Int/Div — Buy (add'l)

Oppenheimer Developing Markets FD CL Y — None

Oppenheimer International Growth Fund CL Y.O0IGYX — None — Sold (part)

Powershares Buyback Achvrs - PKW — Int/Div — Buy

Powershares S&P 500 High Dividend Portfolio - SPHD — Int/Div — Buy

Powershares S&P 500 High Dividend Portfolio - SPHD — Sold

Sector SPDR Energy - XLE — None — Buy

SPDR KBW Regional Banking ETF - KRE — Int/Div — Buy

Spider Nuveen Barclays ST Municipal Bond ETF - SHM — Int/Div

SPDR SP Dividend ETF - SDY — Int/Div — Buy

T Rowe Price Virginia Tax Free Bond Fund CL None - PRVAX — Int/Div — Buy (add'l)

Vanguard Value ETF - VTV — Int/Div — Sold

Vanguard Growth ETF - VUG — Int/Div — Sold (part)

Vanguard Dividend Appreciation ETF - VIG — Int/Div — Sold (part)

Wisdom Tree TR Midcap Div FD - DON — Int/Div

Brokerage Account #2

AMEX Technology Select SPDR - XLK — Int/Div — Buy

Clearbridge Energy MLPF - CEM — None — Buy

Eaton Vance Floating - EIBLX — Int/Div

Henderson Global Equity Income FD Class 1 - HFOQIX — Int/Div — Buy

Kayne Anderson MLP - KYN — Int/Div — Sold

Kinder Morgan Inc Del - KMI — Int/Div — Buy

Kinder Morgan Inc Del - KMI — Sold

Looms Sayles Bond FD INSTL CL LSBDX — Int/Div — Sold

Metropolitan West Total Return Bond FD CLI-MWTIX — Int/Div — Buy

Metropolitan West Total Return Bond FD CLI-MWTIX — Buy (add'l)

Oppenheimer Developing - ODVYX — Int/Div

Oppenhemner International - OIGYX — Int/Div — Sold (part)

PIMCO Income Fund CLP - PONPX — Int/Div — Buy (add'l)

Powershares Buyback Achvrs - PKW — Int/Div — Buy

Powershares S&P 500 High Dividend Portfolio - SPHD — Int/Div — Buy

Powershares S&P 500 High Dividend Portfolio - SPHD — Buy (add'l)

Sector SPDR Energy - XLE — Int/Div — Buy

SPDR KBW Regional Banking ETF - KRE — Int/Div — Buy

SPDR SP Divid ETF -SDY — Int/Div — Buy

TCW Total Return Bond FD CL 1 - TGLMX — Int/Div — Buy

Prudential Short Term - PIFZX — Int/Div — Sold

Vanguard Value ETF - VTV — Int/Div — Sold

Vanguard Growth ETF - VUG — Int/Div — Sold (part)

Vanguard Dividend Appreciation ETF « VIG — Int/Div — Sold (part)

Vanguard Intermediate Term Bond ETF BIV — Int/Div — Buy (add'l)

Vanguard Intermediate Term Bond ETF BIV — Sold

Vanguard Short Term Bond - BSV — Int/Div — Sold (part)

Vanguard Short Term Bond - BSV — Sold

Vanguard Short-Term Corporate Bond VOSH — Int/Div — Buy

Wisdom Tree TR Midcap Div FD - DON — Int/Div

Bank of America NA RASP — Interest

Brokerage Account #3

Bank of America NA RASP — Interest

ClearBridge Energy MLPF - CEM — None — Buy

Eaton Vance Floating Rate Fund CL FIBLX — Int/Div — Buy (add'l)

Henderson Global Equity Income FD Class 1 - HFOQIX — Int/Div — Buy

Kayne Anderson MLP - KYN — Int/Div — Sold (part)

Kayne Anderson MLP - KYN — Sold (part)

Kinder Morgan Inc Del - KMI — Int/Div — Buy

Kinder Morgan Inc Del - KMI — Sold

Loomis Sayles Bond FD INSTL CL LSBDX — Int/Div — Sold

Metropolitan West Total Return Bond FD CLI-MWTIX — Int/Div — Buy

Metropolitan West Total Return Bond FD CLI-MWTIX — Buy (add'l)

Oppenheimer Developing Markets FL CL Y S0ODVYX — None

Oppenheimer International Growth Fund CL 1-01GYX — None — Sold (part)

PIMCO Income Fund CL P - PONPX — Int/Div — Buy (add'l)

Powershares Buyback Achvrs - PKW — Int/Div — Buy

Powershares S&P 500 High Dividend Portfolio - SPHD — Int/Div — Buy

Powershares S&P 500 High Dividend Portfolio - SPHD — Sold (part)

Prudential Short Term Corporate Bond Fund Inc - PIFZX — Int/Div — Sold

Sector SPDR Energy - XLE — Int/Div — Buy

SPDR KBW Regional Banking ETF - KRE — Int/Div — Buy

SPDR KBW Regional Banking ETF - KRE — Buy (add'l)

SPDR SPDivid ETF - SDY — Int/Div — Buy

TCW Total Return Bond FD CL 1 - TGLMX — Int/Div — Buy

Vanguard Dividend Appreciation ETF - VIG — Int/Div — Sold (part)

Vanguard Growth ETF - VUG — Int/Div — Sold (part)

Vanguard Intermediate Term Bond ETF BIV — Int/Div — Sold (part)

Vanguard Short Term Bond - BSV — Int/Div — Sold (part)

Vanguard Short Term Corporate Bond VOSH — Int/Div — Buy

Vanguard Value ETF - VTV — Int/Div — Sold

Wisdom Tree TR Midcap Div FD - DON — Int/Div — Sold (part)

Wells Fargo cash accounts — Interest

IRA Account #1

OmneBeacon Company Stock Fund — Int/Div — Buy (add'l)

Vanguard Target Retirement 2025 — None — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Buy (add'l)

IRA Account #2

The Growth Fund of America — Int/Div — Buy

The Growth Fund of America — Buy

John Hancock Umiversal Life — None

US Savings Bonds Series EE — None

US Savings Bonds Series E — None

Blueacre, LLC — None — Sold — H. Guynn, Jr

Guynn & Dillon, P.C. (1/3 ownership interest — None — Sold — Dillon, PC

President, director, and employee, Guynn & Dillon, P.C. - held position prior to taking the oath of office on February 16, 2015, und not thereafter.

Managing member, Blueacre, L.L.C. - held position prior to taking the oath of office on February 16, 2015, and not thereafter.

Income — 2015 — Guynn & Dillon, P.C. - salary prior to taking the oath of office on February 16, 2015. — $16,539.95

Spouse's income — 2015 — One Beacon Insurance Group - salary

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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Elizabeth Kay Dillon | Frix