Susan E. Cox
2014Annual
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What was filed
150
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Custodial Account #1
- Custodial Account «2
- Helping Hand Rehabilitation Center
- Baxter International - Salary & Bonus
As filed
Bristol Myers Squibb
Rockwell Automation
Unilife Corp.
Bank of America
First National Bank of LaGrange Accounts — Interest
Fifth Third Bank Account — Interest — Closed
Chase Bank — Interest — Open
Wells Fargo Bank Account — Interest
US Employees Credit Union Account — Interest
Baxter International - Exercisable Stock Options — None
Baxter International - Unvested Stock Options — None
Baxter Int'l Common — Int/Div — Buy (add'l)
Baxter Int'l Common — Sold (part)
Edward Lifesciences Common — None
Farm - Wilson County. KS (1/12th Interest) — Rent
BAXTER INTL 401K PLAN
Stable Income Fund — Int/Div
Composite Fund — Int/Div
S&P 500 Equity Index Fund — Int/Div
General Equity Fund — Int/Div
International EAFE Equity Index Fund — Int/Div
Small Cap Fund — Int/Div
Baxter Int'l Common — Int/Div
BROKERAGE ACCOUNT #1
Aflac Inc — Int/Div — Sold
American Tower Corp — Int/Div — Buy
Apache Corp — Int/Div — Sold
Berkshire Hathaway Inc CIB — None
Chemtrade Logistics — Int/Div — Sold
CSX Corp — Int/Div
China Mobile Limited — Int/Div — Sold
EBAY Common — None
Enterprise Products LP — Int/Div — Buy
Fidelity Cash Reserves Fund — Interest
Fidelity Floating Rate High Income — Int/Div
Fidelity Investment Grade Bond Fund (Y)
Fidelity Select Industrials — Int/Div — Buy
Fidelity Select Natural Gas — Int/Div
Fidelity Short Term Bond Fund — Int/Div
General Motors Corp — Int/Div — Buy
HCP Inc — Int/Div — Buy
Kohlberg Kravis Roberts — Int/Div — Buy
Las Vegas Sands Corp — Int/Div
Matthews Asia Dividend — Int/Div
Matthews China Fund — Int/Div — Sold
McDonalds Corp — Int/Div
Nestle — Int/Div
Northern Property Trust — Int/Div
Oukmark Intemational — Int/Div
Pembina Pipeline — Int/Div — Sold
SPDR Fmancial Sector ETF — Int/Div — Sold
Starbucks — Int/Div — Buy
Templeton Global Bond Fund — Int/Div — Sold
Toyota Motor Corp — Int/Div — Buy
BROKERAGE ACCOUNT #2
Abbott Laboratories — Int/Div — Sold (part)
Apple Inc. Common — Int/Div
Baidu Inc — None — Sold
Bunk of New York Mellon Corp — Int/Div — Buy
Baxter Int'l Common — Int/Div
Berkshire Hathaway Inc C1 B — None — Buy
Canadian Impenal Bank of Commerce — Int/Div
Direxion 20+ Year Treasury Bear — None
Energy Transfer Partners — Int/Div — Sold
Express Scripts — None
Fedex Corp — Int/Div — Buy
Fidelity Convertible Securities — Int/Div — Buy
Fidelity Convertible Securities — Buy (add'l)
Fidelity Europe — Int/Div — Buy
Fidelity Europe — Sold
Fidelity Floating Rate High Income — Int/Div
Fidelity Muni Money Market Fund — Interest
Fidelity High Income — Int — Buy (add'l)
First Trust Dow Jones Internet ETF — Int/Div — Buy
General Electric — Int/Div — Buy
Google Inc CIA — None — Buy
Ishares US Industrials — Int/Div — Buy
IBM Common — Int/Div
JPMorgan Chase — Int/Div
Kohlberg Kravis Roberts — Int/Div
Magellan Midstream Partners — Int/Div
Matthews China Fund — Int/Div — Sold
Medical Properties Trust — Int/Div — Sold
Petro China — Int/Div — Sold
Pioneer High Yield Bond — Interest
Powershares ETF Int'l Dividend — Int/Div
Sanofi ADR — Int/Div — Buy
Total ADR — Int/Div — Buy
Total ADR — Sold
Transocean Limited — Int/Div — Buy
Transocean Limited — Sold
United Parcel Services — Int/Div — Buy
Vanguard Emerging Markets — Int/Div — Sold
Wisdom Tree Europe Hedged Equity ETF — Int/Div — Buy
BROKERAGE ACCOUNT #3
Apple Common — Int/Div
Direxion 20+ Year Treasury Bear — None
Fidelity Blue Chip Growth — Int/Div — Buy
Fidelity Cash Fund — Interest
Fidelity Europe — Int/Div — Buy
Fidelity Europe — Sold
Fidelity Floating Rate High Income — Int/Div
Fidelity High Income — Int/Div
Fidelity New Markets Income — Int/Div — Sold
Fidelity Select Natural Gas — Int/Div
Pioneer High Yield Bond — Interest
S&P Midcap 400 — Int/Div
BROKERAGE ACCOUNT 24
Apple Common — Int/Div
Direxson 20+ Year Treasury Bear — None
Fidelity Blue Chip Growth — Int/Div — Buy
Fidelity Cash Fund — Interest
Fidelity Europe — Int/Div — Buy
Fidelity Europe — Sold
Fidelity High Income Fund — Int/Div
Fidelity New Markets Income — Int/Div — Sold
Fidelity Select Natural Gas — Int/Div
S&P Midcap 400 — Int/Div
CUSTODIAL ACCOUNT #1
First National Bank of LaGrange Account — Interest
CUSTODIAL ACCOUNT #2
First National Bank of LaGrange Account — Interest
IL Bright Directions 529 Plan #1 - Fund SOA — hy
IL Bright Directions 529 Plan #2 - Fund HOA — hy
TRUST 21 (X) — Int/Div
Alcatel-Lucent
Bank of America
Dunkin Brands
FOG Resources
JP Morgan Chase
TRUST #£2(X) — Int/Div
Alcatel-Alsthom
American Express Bond
Anadarko Petroleum
Apple
Casey's General Stores
Caterpillar
Danaher
Dunkin Brands
FOG Resources
Exxon Mobil
FEDEX Bond
Freeport McMoran
Praxair
Resmed
Southern Company
Starbucks
Wm. Blair Small Cap Fund
Wm. Blair Value Discovery
Custodian, Custodial Account #1
Custodian, Custodial Account «2
Director, Helping Hand Rehabilitation Center
Spouse's income — 2014 — Baxter International - Salary & Bonus
1) Part VII, Line 31: Fidelity Investment Grade Bond Fund: On the 2013 Disclosure, this asset was listed as a "Partial Sale", whereas it was actually a Total Sale
in 2013. The amounts listed in Columns B, C and D on the 2013 report are correct as filed.
2) Part VII, Line 120: Trust #1: Filer's Jl became a 25% beneficiary of this Trust on 11/14/14 when
passed away. The values listed are for 100%
of the Trust and there were no transactions in the Trust between 11/14/14 and 12/31/14. Filer Sill had no control over the assets of the Trust. [Jf wus not a
Trustee of the Trust and received no income and no assets from the Trust in 2014.
3) Part VII, Line 128: Trust #2: Filer's Jl became a 29% beneficiary of this Trust on 11/14/14 when JE passed away. The values listed are for 100%
of the Trust and there were no transactions in the Trust between 11/14/14 and 12/31/14. Filer's JI had no control over the assets of the Trust. [Ji was not a
Trustee of the Trust and received no income and no assets from the Trust in 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.