Liam O'Grady
2014Annual
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What was filed
172
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Pauline Newman Inns of Court, June 2013 to June 2014
As filed
Qualcomm, Inc — None
Suntrust Money Market — Interest
Suntrust IRA — Interest
Wells Fargo IRA — Interest
Brokerage Account #1 (Nos. 5 through 78)
Visa Incorporated — Int/Div
Amphenol Corp — Int/Div — Sold (part)
Aflac Inc Stock — Int/Div
Abbott Labs Stock — Int/Div
Bard CR — Int/Div — Sold
Apple Incorporated — Int/Div — Buy
ADP. Inc — Int/Div — Sold (part)
AT&T — Int/Div
AGL Res Incorporated — Int/Div — Sold (part)
American Express — Int/Div
Colgate Stock — Int/Div
Dover Corp Stock — Int/Div — Sold (part)
Raymond James Bank — Interest
Exxon Mobil Stock — Int/Div
Nextera Energey Inc — Int/Div — Sold (part)
Anadarko Petroleum — Int/Div
Cogmzant Technology — None
Cemer Corporation — Int/Div
Dominion Resources, Inc — Int/Div
BB&T Corporation — Int/Div — Buy
General MLS Inc — Int/Div
Fiserv Incorporated — Int/Div — Sold (part)
IBM Stock — Int/Div
Becton Dickinson Corp — Int/Div — Sold (part)
Johnson & Johnson Stock — Int/Div
Chevron Corporation — Int/Div
CVS Health Corporation — None — Buy
WW Grainger Stock — Int/Div
Nike, Inc. Class B — Int/Div — Sold (part)
McCormick & Company — Int/Div — Sold
Allergan, Incorporated — Int/Div — Sold (part)
Genume Parts Company — Int/Div — Sold (part)
Nhinois Tool Works Stock — Int/Div
Amazon.com — None
Sigma Aldrich Corporation — Int/Div — Sold (part)
Walt Disney Company — Int/Div — Buy
Pepsico Stock — Int/Div
Ecolab, Inc — Int/Div — Sold (part)
Schlumberger Stock — Int/Div
Stryker Stock — Int/Div — Sold (part)
Roval Dutch Shell — Int/Div
Edwards Lifesciences Corp. — None — Buy
Wal-Mart Stock — Int/Div
Amensourcebergen — Int/Div — Sold (part)
Ball Corporation — Int/Div
Danaher Corp. Stock — Int/Div
Concoco Phillips — Int/Div
Idexx Labs Inc — None — Buy
Home Depot — Int/Div
United Technologies Stock — Int/Div
Costco Wholesale Stock — Int/Div
Amgen Stock — Int/Div — Sold (part)
Express Scripts, Inc — None
Microsoft Stock — Int/Div — Sold (part)
Oracle Corp. — Int/Div
Proctor & Gamble Stock — Int/Div
Church & Dwight — Int/Div
Clorox Company — Int/Div
Walgreen Stock — Int/Div — Sold (part)
McDonalds — Int/Div
Emerson Electric Stock — Int/Div
Fastenal Company — Int/Div
Fastenal Company — Int/Div — Sold (part)
Google, Inc — None — Sold (part)
JP Morgan Chase Stock — Int/Div
Stenicycele, Inc — None
Target Corporation Stock — Int/Div
Praxair, Incorporated — Int/Div
Verizon, Inc — Int/Div
Roper Industries — Int/Div — Sold (part)
Thermo Fisher Scientific Inc — Int/Div — Sold (part)
OReilly Automotive — None — Sold (part)
Lockheed Martin Corp. — Int/Div — Buy
Jefferson Pilot Ins. Policy — Interest
Dreyfus Prem Worldwide Stock — Int/Div
Trust No. 1 (items 82-187) — Int/Div
Artisian Mid Cap Fund — Buy
Artisian Mid Cap Fund — Buy (add'l)
Nationwide Geneva Mid Cap Growth — Sold
Nationwide Geneva Mid Cap Growth — Buy
Fidelity Advisor Int Muni — Buy
Fidelity Advisor Int Muni — Buy
Fidelity Advisor Int Muni — Buy
Fidelity Advisor Int Muni — Sold (part)
Fidelity Advisor Int Muni — Sold (part)
MFS Value Fund CLI — Sold
RS Small Cap Growth Fund — Buy
RS Small Cap Growth Fund — Buy (add'l)
RS Small Cap Growth Fund — Sold (part)
RS Small Cap Growth Fund — Sold (part)
RS Small Cap Growth Fund — Sold (part)
American Century Growth Fund - Inst] — Sold (part)
American Century Growth Fund - Inst] — Sold
BMO Intermediate Tax Free Fund — Buy
BMO Intermediate Tax Free Fund — Buy
BMO Intermediate Tax Free Fund — Sold (part)
BMO Intermediate Tax Free Fund — Sold (part)
Thornburg Ltd Term Muni Fund — Buy (add'l)
Thornburg Ltd Term Muni Fund — Buy (add'l)
Thornburg Ltd Term Muni Fund — Sold (part)
Inivesco Diversified Dividend Fd. — Buy (add'l)
Inivesco Diversified Dividend Fd. — Buy (add'l)
Inivesco Diversified Dividend Fd. — Buy (add'l)
Inivesco Diversified Dividend Fd. — Sold (part)
Inivesco Diversified Dividend Fd. — Sold (part)
Inivesco Int'l.. Growth Fd. — Buy
Inivesco Int'l.. Growth Fd. — Buy
Inivesco Int'l.. Growth Fd. — Sold (part)
Inivesco Int'l.. Growth Fd. — Sold (part)
American Century Small Cap Value Inst — Buy (add'l)
American Century Small Cap Value Inst — Buy (add'l)
American Century Small Cap Value Inst — Sold (part)
American Century Small Cap Value Inst — Sold (part)
JP Morgan Mid-Cap Value Fd — Buy (add'l)
JP Morgan Mid-Cap Value Fd — Sold (part)
JP Morgan Mid-Cap Value Fd — Sold (part)
JP Morgan Mid-Cap Value Fd — Sold (part)
JP Morgan Large Cap Growth SL Fd — Buy
JP Morgan Large Cap Growth SL Fd — Buy
JP Morgan Large Cap Growth SL Fd — Buy
JP Morgan Large Cap Growth SL Fd — Buy
JP Morgan Large Cap Growth SL Fd — Sold (part)
MFS Resh Int'l. Fd — Sold (part)
MFS Resh Int'l. Fd — Sold (part)
MFS Resh Int'l. Fd — Buy
MFS Resh Int'l. Fd — Buy
Virtus Emerging Markets Opportunity — Buy (add'l)
Virtus Emerging Markets Opportunity — Buy (add'l)
Virtus Emerging Markets Opportunity — Buy
Virtus Emerging Markets Opportunity — Buy
Virtus Emerging Markets Opportunity — Buy
Virtus Emerging Markets Opportunity — Sold (part)
Ivy Municipal High Income Fund — Sold (part)
Ivy Municipal High Income Fund — Sold (part)
Virtus Small-MidCap Fund — Sold
Regions Trust MMA
Life Insurance Dixie National
Life Insurance Liberty National
Burke & Herbert Cking/ Money Market — Interest
United Security Bancshares — Int/Div
Burke & Herbert 529 Plan - cash — Interest
Burke & Herbert $29 Plan - cash — Interest
IRA - PNC Financial Services — Interest
Undivided Int. Timberland Choctaw County, AL — Rent
Undivided Int Timberland Wayne County. MS — Reat
Undivided Mineral Interest Choctaw County, AL — Rovalty
Undivided Mineral Interest Clark & Wayne County, MS — Rovalty
Undivided Mineral interest Mobile County, AL — Rovalty
IRA - Merl Lynch (199-216) — Int/Div
Cohen & Steers Realty
Fidelity Advisor New
Invesco Diversified Divided
JP Morgan Strategic — Sold
Lord Abbett Convertible
Oakmark Intl. Fund — Buy
Metropolitan West Total — Buy (add'l)
MFS Utilities Fd
Nuveen Mtg Opportunity
Oppenheimer Developing Markets — Sold
JP Morgan Mid Cap
Matthews Asia Divided
Royee Total Return Fund
Thornburg Intemational — Sold
Doubleline Total Return Fund — Buy (add'l)
Pimco Foreign Bond Fund
Pimco All Asset All — Sold
First Eagle Global Class — Buy
President, Pauline Newman Inns of Court, June 2013 to June 2014
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.