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.

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