Irene Patricia Murphy Keeley
2017Annual
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What was filed
85
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- PART VIII ADD'L INFO
- PART VIII ADDL INFO
- WEST VIRGINIA UNIVERSITY
- JUDICIAL CONFERENCE OF THE UNITED STATES
As filed
CHASE BANK ACCTS — Interest
PREMIER BANK: BANK ACCOUNTS — Interest
RBC WEALTH MANAGEMENT — Interest
MVB BANK INC — Interest
WESBANCO BANK INC — None
WESBANCO BANK INC — None
CLEAR MOUNTAIN BANK — Interest
GROUND BREAKERS INC S CORP COMMON STOCK — None
HARRISON COUNTY WV — None
NOTE RECEIVABLE DUE GROUND BREAKERS INC — Interest
INVESTMENT ACCOUNT #1 (H)
MERRILL LYNCH CMA ACCT — Interest
DUKE ENERGY CORP NEW COMMON STOCK — Int/Div
BANK OF AMERICA CORP COMMON STOCK — Int/Div
EDISON INT'L CALIF COMMON STOCK — Int/Div
HALLIBURTON COMPANY COMMON STOCK — Int/Div
OCCIDENTAL PETE CORP CAL COMMON STOCK — Int/Div
CALIFORNIA RESOURCES CORP — None
CSX CORP COMMON STOCK — Int/Div
INVESTMENT ACCOUNT #2 (H)
DREYFUS INS DEP PROG — Interest — Open — PART VIII ADD'L INFO
BARON ASSET FUND INSTITUTIONAL CL — Int/Div — Buy
BARON SMALL CAP FUND INSTITUTIONAL — Int/Div — Buy
CALVERT EMERG MKTS EQUITY FUND — Int/Div — Buy
COHEN & STEERS REAL ESTATE SEC FUNDCL 1 — Int/Div — Buy
EV TABS 5 TO 15 YR LADDERED MUNI BND FUND — Interest — Buy
INT'LGRWTH&INC FUND CL F-2 — Int/Div — Buy
CLEARBRIDGE INT'L SMALL CAP FUNDCL I — Int/Div — Buy
NUVEEN HIGH YIELD MUNI BND FUNDCL 1 — Interest — Buy
PARNASSUS ENDEAVOR FUND INSTITUTIONAL CLASS — Int/Div — Buy
TRANSAMERICA INT MUNI FUND CL A — Interest — Buy
VAN ECK CONSTANT MAT COMM INDFUNDCLY — Int/Div — Buy
CSHARES TR CORE S&P SOOETF — Int/Div — Buy
SHARES TR CORE S&P MIDCAP ETF — Int/Div — Buy
ISHARES TR NATL MUN BD ETF FD — Interest — Buy
ISHARES TR CORE MSCI EAFE ETF — Int/Div — Buy
ISHARES INC CORE MSCI EMERGING MKTS ETF — Int/Div — Buy
WESBANCO INC COMMON STOCK — Int/Div
HUNTINGTON BANCSHARES COMMON STOCK — Int/Div
AT&T INC COMMON STOCK — Int/Div
THE TRAVELERS COMPANIES INC COMMON STOCK — Int/Div
COMPOSITE TRANSPORT TECHNOLOGIES INC — None
US SAVINGS BONDS — Interest
MIAMI DADE CTY AVIATION REV BOND — Interest — Sold
LINCOLN FINANCIAL GROUP ANNUITY(H)
FIXED ACCOUNT — Int/Div
INDEXED ACCOUNT A — Int/Div
NOTE RECEIVABLE THE OFFICE PROPERTIES LLC — None — Matured — PART VIII ADDL INFO
NOTE RECEIVABLE TDC LLC — Interest — Sold (part) — PART VIII ADDL INFO
NORTHWESTERN MUTUAL VARIABLE ANNUITY IRAH)
MSA BALANCED FUND — Int/Div — Sold (part)
MSA INDEX S00 STOCK FUND — Int/Div
NORTHWESTERN MUTUAL VARIABLE ANNUITY IRA(H) — PART VIII ADD'L INFO
MSA BALANCED FUND — Int/Div — Sold (part)
MSA BALANCED FUND — Sold
NORTHWESTERN MUTUAL IRA ROLLOVER ACCT(H) — PART VIII ADDL INFO
DREYFUS INS DEPOSIT PROGRAM — Interest — Open
AB GLOBAL BOND FUND — Interest — Buy
AMER CENTURY EMERG MKTS FUND — Int/Div — Buy
AMER HIGH INC TRST CL F-2 — Int — Buy
THE BOND FUND OF AMER CL F-2 — Interest — Buy
COHEN & STEERS REAL ESTATE SEC FUNDCL I — Int/Div — Buy
THE OAKMARK INT'L FUND INVESTORS CL — Int/Div — Buy
JOHN HANCOCK DISC VAL MID CAP FUNDCL — Int/Div — Buy
JPMORGAN US SMALL COMPANY FUNDCL I — Int/Div — Buy
MFS INT'L NEW DISCOVERY FUND C1 — Int/Div — Buy
NORTHERN MID-CAP INDEX PORTFOLIO — Int/Div — Buy
PIMCO REAL RETURN FUND CLASS P — Int/Div — Buy
PIMCO INC FUNDCLP — Int — Buy
VAN ECK CONSTANT MATURITY COMM INDEX FUNDCLY — Int/Div — Buy
WASHINGTON MUTUAL INVESTORS FUND CL F-2 — Int/Div — Buy
ISHARES TR CORE S&P S00 ETF — Int/Div — Buy
ISHARES TR CORE US AGGREGATE BD ETF — Int/Div — Buy
ISHARES TR CORE MSC! EAFE ETF — Int/Div — Buy
ISHARES INC CORE MSCI EMERGING MKTS ETF — Int/Div — Buy
NORTHWESTERN MUTUAL EXTRA ORD LIFE POLICY — Interest
NORTHWESTERN MUTUAL ADJ COMPLIFE POLICY — Interest
WORKING INTEREST D-86 TRAVIS, DODDRIDGE CTY WV — Rovalty
WORKING INTEREST D103 WINDON HARRISONCTY WV — Rovalty
WORKING INTEREST D105 SWEENEY HARRISONCTY WV — Rovalty
WORKING INTEREST D106 DOYLE HARRISON CTY WV — Rovalty
WORKING INTEREST D107 HARDMAN HARRISONCTY WV — Rovalty
WORKING INTEREST D108 SHAFFER HARRISONCTY WV — Rovalty
ESTATE # (appraisal date 11/19/03) — None
COMMERCIAL REAL ESTATE.HARRISON CTY. WV
MEMBER - PRESIDENT'S HOUSE ADVISORY COMMITTEE, WEST VIRGINIA UNIVERSITY
MEMBER <- BUDGET COMMITTEE, JUDICIAL CONFERENCE OF THE UNITED STATES
PART VIL, LINE 21 - THIS LINE REPRESENTS FUNDS DEPOSITED INTO A CASH ACCOUNT ON 10/17/17 THAT WAS SUBSEQUENTLY (ON
10/19/17) UTILIZED TO PURCHASE THE MUTUAL FUNDS SHOWN ON LINES 22 THRU 37.
PART VII, LINE 48 - NOTE RECEIVABLE MATURED AND WAS RECEIVED IN FULL ON 2/23/17.
PART VIL LINE 49 - TRANSACTION TYPE REPRESENTS THE FIRST ANNUAL PRINCIPAL PAYMENT ON A FOUR YEAR NOTE RECEIVABLE.
THERE IS NO GAIN TO REPORT ON THE RECIPT OF PRINCIPAL; THE INTEREST PORTION OF THE SCHEDULED ANNUAL PAYMENT IS
REPORTED IN COLUMN B(1)
PART VIL, LINES 53 THRU 55 - THESE LINES REPRESENT AN IRA THAT WAS TRANSFERRED TO THE ROLLOVER IRA DESCRIBED ON LINE
56. LINE 54 REPRESENTS THE ANNUAL REQUIRED MINIMUM DISTRIBUTION FROM THE IRA; LINE 55 REPRESENTS THE TRANSFER OF THE
BALANCE TO THE ROLLOVER IRA ON LINE $6.
PART VII, LINE 56 - THIS IS THE ROLLOVER OF THE IRA DESCRIBED ON LINE 53. LINE 57 REPRESENTS THE FUNDS RECEIVED INTO A CASH
ACCOUNT ON 9/26/17; LINES 58 THRU 75 REPRESENT THE ACQUISITION OF MUTUAL FUNDS ON 9/27/17 UTILIZING THE CASH ACCOUNT.
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.