Liam O'Grady

2014Annual

Ask Donna

Pull out the substance of this filing.

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.

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.

Liam O'Grady | Frix