John A. Woodcock jr

2018Annual

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What was filed

  • 42

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Bowdoin College
  • Lmversity of Maine School of Law

As filed

Merck Common Stock — Int/Div

Netflix. Inc. Common Stock — None — Buy

Boemg Common Stock — Int/Div

Cisco Common Stock — Int/Div

MetLife Common Stock — Int/Div

Wells Fargo Common Stock — Int/Div

Union Pacific Common Stock — Int/Div

Invesco QQOQ Trust, Series 1 (Comment) — Int/Div — Buy

Mitsui Common Stock - ADRs — Int/Div

Apple, Inc. Common Stock — Int/Div

MorganStanley Bank Deposits (Comment) — Int

Amazon.com, Inc — None

ExxonMobil Common Stock — Int/Div — Sold

General Electric Common Stock — Int/Div — Sold

American Growth Fund of America Mutual Fund — Int/Div

American Capital Income Builder — Int/Div

Alphabet, Inc. (Google) — None

Norfolk Southern Common Stock — Int/Div

Pepsico Common Stock — Int/Div — Sold

Ameritas Life Insurance Corp Flexible Universal Life (Fixed) — None

Procter & Gamble Common Stock — Int/Div

Bangor Savings Bank Checking Account (note) — Interest

ASA (Bermuda) STD Common Stock — Int/Div

Health Care Services Group Common Stock — Int/Div

SPDR S&P SOO ETF — Int/Div — Buy (add'l)

Stifel Bank & Trust Bond (Comment) — Interest — Buy

CVS Caremark Corp Common Stock — Int/Div — Sold

Stifel Bank & Trust Bond — Sold (part)

United Technologies Common Stock — Int/Div

Stifel Bank & Trust Bond — Redeemed

ClearBridge Appreciation Fund IRA — Int/Div

ClearBridge Dividend Strategy Fund A — Int/Div

McDonalds Corp. Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Stericyele, Ine. Common Stock — None — Sold

US. Bancorp Common Stock — Int/Div

Zimmer Holdings Common Stock — Int/Div

MetLife Life Whole Life Insurance Policies — Int/Div

Chevron Corp. Common Stock — Int/Div

Rental Property, Hancock, Maine (Comment) — None

American Income Fund of America Mutual Fund — Int/Div

Verizon Common Stock — Int/Div — Sold

Emeritus Member of Board of Trustees, Bowdoin College

Member Board of Visitors, Lmversity of Maine School of Law

Regarding Item 8, | purchased this security under the name, Powershares QQQ, TR. On June 4, 2018, Powershares changed its name to Invesco QQQ Trust,

Series |.

Regarding Ttem 11, MorganStanley Bank Deposits was the recipient of stock sales, interest and dividends during the year. The value indicated is the value at the

end of the year.

Regarding Items 20 and 43, the Committee issued a letter dated August 11, 2017, asking for further information concenming item 43, the MetLife Life Insurance

Policies and asking whether the policies were whole or variable life. This report confirms that each of the MetLife life insurance policies is a whole life policy. In

addition, item 20 confirms that it is 4 life insurance policy characterized as a flexible universal life insurance policy (fixed). Ihave no control over the investments

either MetLife or Ameritas makes under any of these policies.

Regarding Item 22, this bank account is used as a personal checking account and varies in amounts during the year based on income received. The value indicated

is the value at the end of the year.

Regarding Items 26, 28 and 39, we purchased a Stifel Bank and Trust bond on September 24, 2018 for $100,000, sold $64,952.03 of the bond on November 28,

2018, and redeemed the bond for $35,000 on December 27, 2018. We received interest income for the period from September 24, 2018 through December 27,

2018, which is reported on Item 26.

Regarding Item 46, the property was purchased on June 29, 2011 for $573,000. The property was not rented in 2018.

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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John A. Woodcock jr | Frix