Bruce J. McGiverin

2013Annual

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What was filed

  • 17

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Umversity of New Hampshire Law School

As filed

TRUST #21 (KEOGH) — Gain

Prime Fund Capital Reserve

First Bank Corp. Stock (Preferred)

Fidelity Health Mutual Fund

Fidelity Growth Mutual Fund

Fidelity Growth & Income Mutual Fund

Fidelity Technology Mutual Fund

Legg Mason Growth Mutual Fund — with line 10)

Legg Mason Value Mutual Fund — with line 11)

Clearbridge Ager. Growth C

Clearbridge All Cap Value C

Oriental Trust (IRAs) — None

ROTH Diversified Growth IRA — Sold (part)

Education CD IRAs — Sold (part)

Education CD IRAs — Sold (part)

EducationCD IRAs — Sold (part)

CD IRAs

Reimbursement — Umversity of New Hampshire Law School — January 2013 — Concord, NH — Teaching legal writing seminar — Aartare, Hotel, Meals

Regardmg the IRA accounts my family has at Oriental Trust, as histed m my report at Part VII, page 4, lines 12-17, the specific names of the types of IRA accounts

are listed below, followed by a description in parenthesis of the type of asset each account is comprised of:

=-ROTH Diversified Growth IRA (widely held managed fund; I have no discretion over assets);

--CD IRAs (certificates of deposit);

--Education CD IRAs (certificate of deposit);

Amendment Explanations:

1. Part I reports that 1 am the trustee of my KEOGH Plan.

2. Part VIL, line |, reports income for my KEOGH Plan.

3. The name of the mutual fund reported at Part VII, line 8, was changed to that reported at line 10,

4.The name of the mutual fund reported at Part VII, line 9, was changed to that reported at line 11.

5. Part VII, line 13, reports a partial redemption of this asset. In the original 2013 report, this partial redemption was mistakenly attributed to the Roth CD IRA; that

asset, however, was totally redeemed in 2012, and does not appear on this amended 2013 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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