Thomas Samuel Zilly

2013Annual

Ask Donna

Pull out the substance of this filing.

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

What was filed

  • 42

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • to Schwab, see 14
  • Note
  • reported last year
  • note 2
  • Income from glass art sales

As filed

AADV MM. Fund/Key Bank — Interest

Microsoft — Int/Div — Sold (part)

Microsoft — Sold (part)

Merck Co — Int/Div

First Washington Pershing « Acct Gen Money Market Fund CLB — Interest — Closed — to Schwab, see 14

OHTA DBA Whispering Pines Property, El Paso, Texas — Rent

Trust! — Interest — Note

Trust2 — Interest — Note

Intel Corp — Int/Div

Amgen Incorporated — Int/Div

Amazon.com Inc — None — Sold (part)

Intl Business Machmes (IBM) — Int/Div

United Parcel Service B — Int/Div

Schwab MM — Interest

Key Bank Account — Interest

TGC Inds. Inc — None

ETFC — None — Sold

FFIV — None

Evergreen Solar Inc — None — Sold

Paccar Inc — Int/Div

Valero Energy Corp — Int/Div

EMC — None

Provident Energy TR into Pembina Pipeline — Int/Div

Market Vectors ETF — None

SPDR - Ser. TR Lehman Bros. Bonds — Interest

Ford Motor Co. — Int/Div — Sold

Qualcomm — Int/Div

Apple — Int/Div — Sold (part)

Apple — Int/Div — Buy (add'l)

Contango Ore Inc — None — Sold

Triguint Sern Conductor — None

Pace & Gas LTD — None — Sold

Zillow — None

Facebook — None — Sold — reported last year

Verizon — Int/Div — Sold (part) — note 2

Costco — Int/Div

Starbucks — Int/Div

Thor Industries — Int/Div — Buy

Tableau Software — None — Buy

Biotelemetry, Inc — None — Buy

Biotelemetry, Inc — None — Buy (add'l)

State Street Corp — Int/Div — Buy

Spouse's income — 2013 — Income from glass art sales

Note 1: 70000 1s beneficiary only of Trust 1 and 2. Trusts held interest in various stocks. Reporting individual's W000 received income from Trusts. Total

income to from all Trusts had income code D.

Note 2: Verizon was reported sold in 2012; It should have been reflected as a partial sale in 2012,

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Thomas Samuel Zilly | Frix