# George A. O'Toole jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6895

## Record

- **Judge:** George A. O'Toole jr
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 14

## Text

3M Company common — Int/Div — note 2 m Part VIL
Same — None — Sold
Same — None — Sold
Absolute Strategies Fund — Int/Div — Buy (add'l)
Same — Int/Div
Same — Int/Div — Buy (add'l)
Allianz NF) Intl Value Fund — Int/Div — Sold (part)
Same — Int/Div
Same — Int/Div
Apache Corp. common — Int/Div
Same — Int/Div
Same — Int/Div
Apple common — Int/Div
Aspen Manaaged Futures Strategies Fund — None — Buy
Same — None — Buy
Same — None — Buy
Bank of America deposit accounts — Interest
BHP Billiton ADR — Int/Div
Same — Int/Div
Same — Int/Div
BMC Software common — None — Sold
CF Industries common — Int/Div
Chevron common — Int/Div — Buy
CVS Caremark common — Int/Div
Same — Int/Div
Dentsply Int common — Int/Div — Sold
Diageo ADR — Int/Div
Dodge & Cox Intl Stock Fund — Int/Div — Buy
Dover Corp. common — Int/Div — Buy
Dover Corp. common — Int/Div — Buy
Dover Corp. common — Int/Div — Buy
Dreyfus Cash Mgmt Fund — Interest
Same — Interest
Same — Interest
Dreyfus Intl Bond Fund — Int/Div — Buy
Eaton Vance Structured Emerging Markets Fund — Int/Div — Buy
Enterprise Bank & Trust Co. common — Int/Div
Same — Int/Div — Sold (part)
Same — Sold (part)
EMC Corp. common — None — Buy
EQT Corp. common — Int/Div
Equity Residential SBI — Int/Div
Same — Int/Div
Same — Int/Div
Expeditors Int'l of Washington common — None — Sold
Express Scripts common — None — Sold
Exxon Mobile common — Int/Div
Fidelity Inst Money Market fund — Interest
Same — Interest
Franklin Int'l Small Cap Growth Fund — None — Sold
Same — None — Sold
Same — None — Sold
Fromtegra Netols Small Cap Value Fund — None — Sold
Same — None — Sold
General Dynamics common — None — Sold
Minots Tool Works common — Int/Div — Sold
IBM common — Int/Div
Same — Int/Div
iShares Barclays 1-3 yr Treas Bond Fund — Int/Div
iShares Barclays 1-3 yr Credit Bond Fund — Int/Div
Same — Int/Div
iShares Nasdaq Biotech Fund — Int/Div
Same — Int/Div — Sold (part)
Johnson & Johnson common — Int/Div — Sold (part)
JP Morgan Mige-Backed Securities Fund — Int/Div — Buy
JP Morgan Research Mkt. Neutral fund — None — Sold
Loomis Sayles Investment Grade Bond Fund — Int/Div — Buy
Manulife Financial common — Int/Div
Matthews Asian Growth fund — Int/Div
Matthews Pacific Tiger fund — Int/Div
Same — Distribution
Merger Fund — Int/Div
Same — Int/Div
Same — Int/Div
Mettler-Toledo Intl. common — None
MFS Value Fund — Int/Div — Buy
Microsoft common — Int/Div
Same — Int/Div
Novartis AG spnsrd ADR — Int/Div
Same — Int/Div
Occidental Petroleum — Int/Div — Sold
Pepsico common — Int/Div
PIMCO Commodity Real Return Fund — Int/Div — Buy
PIMCO Total Return Fund — Int/Div — Buy
Praxair, Inc. common — Int/Div
Same — Int/Div — Sold (part)
Princeton Futures Strategy Fund — None
Procter & Gamble common — Int/Div
Same — Int/Div
Questar common — Int/Div — Buy
Raytheon common — Int/Div — Sold (part)
Raytheon options — None
Raytheon Savings and Investment Plan — Int/Div
Raytheon Stock Fund
Real Estate Securities Fund
NT Aggregate Bond Index Fund
PIMCO Total Return Inst
Fidelity Inst Money Mkt
RidgeWorth Floating Rate High Income Fund — Int/Div — Buy
Roval Dutch Shell ple spusrd ADR — Int/Div
Schwab Advisor Cash Reserve Fund — Interest — Part VIL, note 3
Sempra Energy common — Int/Div — Sold
Same — Int/Div — Sold
Same — Int/Div — Sold
SPDR Gold Trust — None
Same — None — Buy (add'l)
Same — None — Buy
Stericycle, Inc. common — None
Same — None
Same — None — Sold
Templeton Global Bond Fund — Int/Div — Buy (add'l)
Same — Int/Div
Same — Int/Div
Teva Pharmaceuticals ADR — None — Sold
Thermo Fisher common — Int/Div
Same — Int/Div
Thomas White Intl Fund — None
Same — None
Thomburg Intl Value Fund — Int/Div
Same — Int/Div
Same — Int/Div
Same — Int/Div — Buy
Tortoise Energy Infrastructure Corp — Int/Div
Same — Int/Div
Same — Int/Div
Tortoise MLP Fund — Int/Div
127 — Int/Div
128. — Int/Div
T Rowe Price High Yield Fund — Int/Div — Buy
Union Pacific common — Int/Div — Buy
Same — Int/Div — Buy
Same — Int/Div — Buy
Vanguard Emerging Mkts, Index Fund — None
Same — None
Same — None
Vanguard GNMA Fund — Int/Div — Buy (add'l)
Same — Int/Div — Buy (add'l)
Same — Int/Div — Buy
Vanguard Growth Index Fund — Int/Div — Buy
Vanguard Ltd Term Tax Exempt Fund — Int/Div
Vanguard Short-Term Inv Grade Fund — Int/Div
Same — Int/Div
Same — Int/Div
Vaughan Nelson Value Oppty Fund — istnbution — Buy
Verizon Communications common — Int/Div
Same — Int/Div
Wal-Mart common — Int/Div
Walthausen SMall Cap Value — None — Sold
Same — None — Sold
Spouse's income — 2012 — Enterprise Bank, Lowell MA (director's fees)
Spouse's income — 2012 — Raytheon Company (employment income)
1. The trust identified in Part 1 is a

trust. All the assets held in the trust are reported individually in Part VII but are not specifically identified in that Part to

the trust,

2

2

General comment regarding reporting in Part VIE: As in past years, most of the assets reported are held in separate accounts managed by an investment adviser.

Beginning in Febraury 2012, there is a fourth uccount managed by a different adviser. For convenience in tracking year-to-year changes, the assets are reported by

reference to the separate accounts, resulting in some cases in multiple reports for the same identified asset. The designation "Same" is used to indicate a separate

account. If there were multiple transactions within the same account during the year, the designation "Same" is used for the first, but not subsequent transactions

within that account,

3. The Schwab Adisor Cash Reserve Fund is held in an IRA at the Enterprise Bank, Lowell, Massachusetts. The holding was initiated on June 1, 2011. It was

inadvertantly omitted from last year’s report. Its value at the end of 2011 was J, with mterest income of A.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6895. Public record. Not legal advice.
