Edward F. Shea
2013Annual
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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.