John A. Woodcock jr
2018Annual
Ask Donna
Pull out the substance of this filing.
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.