Edward F. Shea

2013Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 112

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • VISA
  • IE - =r

As filed

Northwestern Mutual Life Insurance — Int/Div

Northwestern Mutual Life Insurance — Int/Div

Northwestern Mutual Life Insurance — Int/Div

Prudential Life Insurance — Int/Div

South Boston Savings Bank Life Ins — Int/Div

GESA Credit Union — Interest

Comms — None

Fishcreek Lid — None

An — None

Vanguard Health Care Fund, Admin Personal Acct — Int/Div — Sold (part)

E/SCHWAB RETIREMENT IRA

FS Networks (FFIV) — None — Buy (add'l)

FS Networks (FFIV) — Buy (add'l)

FS Networks (FFIV) — Buy (add'l)

FS Networks (FFIV) — Buy (add'l)

FS Networks (FFIV) — Buy (add'l)

FS Networks (FFIV) — Buy (add'l)

FS Networks (FFIV) — Sold

BAC((IRA) — None — Buy

BAC((IRA) — Buy (add'l)

BAC((IRA) — Buy (add'l)

BAC((IRA) — Buy (add'l)

BAC((IRA) — Buy (add'l)

BAC((IRA) — Buy (add'l)

Driehaus Emerging Mkis — None

Elan* — None — Sold

Globix Comp — None

Linn Engy — None — Buy

Microsoft — None — Sold

PASDX (IRA) — None — Buy (add'l)

PASDX (IRA) — Sold (part)

PASDX (IRA) — Sold

PAUDX(IRA) — None — Sold

PRANA — None — Buy

PRANA — Buy (add'l)

PRANA — Buy (add'l)

PRANA — Buy (add'l)

PRANA — Buy (add'l)

PRANA — Buy (add'l)

PRANA — Sold

PRANA — Buy

PRANA — Buy (add'l)

Prothena(Spin off from Elan) — None — Buy (add'l)

Prothena(Spin off from Elan) — Buy (add'l)

Prothena(Spin off from Elan) — Buy (add'l)

Prothena(Spin off from Elan) — Sold

Prothena(Spin off from Elan) — Buy

Prudential (PRU) — None — Buy (add'l)

Prudential (PRU) — Buy (add'l)

Prudential (PRU) — Buy (add'l)

Prudential (PRU) — Buy (add'l)

Prudential (PRU) — Sold (part)

US Bank — None — Buy (add'l)

Vanguard Health Care Fund (IRA) — None — Sold (part)

Verizon — None — Sold

BE/RETIREMENT ACCOUNT

Am. Euro PAC — None — Sold (part)

Diversified Investment Advisors (DIV) Plan Advisors

Allamnz NFJ Dividend Value A Fund — None — Buy (add'l)

Allamnz NFJ Dividend Value A Fund — Sold (part)

Allamnz NFJ Dividend Value A Fund — Buy (add'l)

Columbia Small Cap — None — Buy

Goldman Sacks Mid Cap Value Fund — None — Buy (add'l)

Goldman Sacks Mid Cap Value Fund — Buy (add'l)

Goldman Sacks Mid Cap Value Fund — Sold (part)

Mamstay Lg Cap Growth Fund — None — Buy (add'l)

Mamstay Lg Cap Growth Fund — Sold (part)

Mamstay Lg Cap Growth Fund — Buy (add'l)

Pimco Tot.Ret. Fund — None — Sold (part)

Pimco Tot.Ret. Fund — Sold (part)

Pimco Tot.Ret. Fund — Sold (part)

Pimco Tot.Ret. Fund — Buy (add'l)

TFLIC — None — Sold (part)

TFLIC — Sold (part)

TFLIC — Sold (part)

TFLIC — Buy (add'l)

Thomburg Int'l Value Fund — None — Buy (add'l)

Thomburg Int'l Value Fund — Buy (add'l)

Thomburg Int'l Value Fund — Buy (add'l)

Vanguard Inst] Index — None

MIRA - SCHWAB

Calumet Sp. Prod — None — Buy

PIMCO Tot Ret — None — Sold

PIMCO All Asset All Authority (PAUDX) — None — Sold

Powershares ETF — None — Buy

Powershares ETF — Sold (part)

Powershares ETF — Buy (add'l)

Schwab Money Mkt — None

SCHWAB JT ACCOUNT

Columet Sp. Prod — None — Buy

Columet Sp. Prod — Sold

ELAN — None — Sold (part)

ELAN — Sold

Pimco All Asset (PASDX) — Int/Div — Buy (add'l)

Pimco All Asset (PASDX) — Sold (part)

Pimco All Asset (PASDX) — Sold

PRANA — None — Buy

PRANA — Buy (add'l)

PRANA — Buy (add'l)

PRANA — Buy (add'l)

PRANA — Buy (add'l)

PRANA — Buy (add'l)

PRANA — Sold (part)

PRANA — Buy (add'l)

Prothena*** — None — Buy (add'l)

Prothena*** — Buy (add'l)

Prothena*** — Buy (add'l)

Prothena*** — Buy (add'l)

Prothena*** — Sold

Schwab Money Market Fund — Interest

Schwab Cash Account — Interest

Schwab Invest Money Fund (Pers) SWAXX — hy

Officer/Director

Liability — VISA — Consumer Card

Spouse's income — 2013 — IE - =r

* Part VII, Investments and Trusts - Line 28 ELAN stock - sold all sometime in late spring,

**Part VII, Investments and Trusts - Line 45 Prothena -was purchased December of 2012 and inadvertently omitted from the 2012 report

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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