William Horsley Orrick jr
2014Annual
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Pull out the substance of this filing.
What was filed
188
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #3
As filed
Microsoft Com
NetApp
News Corp CIA
Pfizer Com
Schlumberger Ltd
First Republic checking accounts — Interest
Beneficial State Bank (fk a OnePacificCoast Bank) accounts — Interest
Rental property £1, mmm . CA — Rent
401K #1 — Int/Div
Dodge & Cox Stock Fund
Fidelity Diversified Intemational Fund
Spartan 500 Index Fund
Vanguard Total Bond Market
Coblentz, Patch, Duffy & Bass LLP Cash Balance Plan — Interest — Distnbuted
401k22 — Int/Div
Vanguard Target 2020 Fund (x)
Vanguard Int'l Growth Fund
Vanguard Int'l Growth Fund — Int/Div
Vanguard Int'l Growth Fund — Int/Div
Dodge & Cox Stock Fund — Int/Div — Sold (part)
Dodge & Cox Stock Fund — Sold (part)
Dodge & Cox Stock Fund — Sold (part)
Trust #1 — Int/Div
12% interest in rental property #1. pm HE. CA.
General Electric Common Stock ("Com™)
IBM Com
El Lilly & Co Com
Express Scripts Hldg Co Com
Merck & Co Com
Monsanto Co Com
Pfizer Com
Proctor & Gamble Com
Rayomier Com
JM Smucker Com
First Republic Bank account
Trust #2 — Int/Div
Aegon N V NY Registry ADR
Diageo PLC Spon ADR New
Enceson LM Tel Co ADR B SEK 10
Glaxosmithkline PLC Spons ADR
HSBC Hidgs PLC Spon ADR NEW
Nokia Corp Spon ADR
Novartis ADR
Adobe Systems
Roche Hidg Ltd Spon ADR
Sanofi Spon ADR
Vodafone Group PLC New Spon ADR New — Sold
3M Co Com
21st Century Fox
ADT Corporation
American Express Co Com
AOL Inc Com
Apache Corp
Baker Hughes, Inc. Com
Bank of America Com
Bank of New York Mellon Com
BB&T Corp Com
Boston Scientific Corp Com
Cadence Design System Inc Com
Capital One Fin'l Corp Com
Charles Schwab Corp
Chevron Corp Com
Chubb Corp Com
Comcast Corp new CLA com
Computer Sciences Corp Com
Dow Chemical Com — Sold (part)
EBay Inc Com
Fedex Corp Com
General Electric Com
Hewlett Packard Co Com
Home Depot Inc Com
IBM Com
Liberty Interactive Corporation Int Com Ser A — Sold (part)
El Lilly Com
Coming
Medtronic. Inc Com
Merck & Co New Com
Proctor & Gamble Com
Charles Schwab Corp New Com
Sprint Nextel Corp com ser
Suntrust Bks Inc Com
Symantec Corp Com
Target Corp Com
Time Wamer Cable Inc Com
Time Wamer lnc com new
Travelers Compames Inc Com
Union Pacific Com
US Bancorp Del com new
Vulcan Materials Co Com
Walmart Stores Inc Com
Wells Fargo & Co
Xerox Corp Com — Sold
Covidien PLC Shs Com
Philips Electrs NY
TE Connectivity Ltd Reg com shs
Tyco International Ltd Com
Schwab CA Mum Money Fund
National Oilwell — Buy
Express Scripts — Buy
Verizon Communications — Buy
Verizon Communications — Sold
Trust #3 — Int/Div
Pasadena Calif Aree cmnty College Dist GO College bonds
Santa Clara Vy Calif Transn Auth Sales T Sales Tax Rev Bd
LA Cty Calif Met Transn Auth S Meas, R senior sales tax bd
Calif St Univ Rev systemwide Rev Bds
Santa Clara Ca Uni Sch Dist GO Bds
Calif St GO Refunding bonds
LA Calif Umi Sch Dist GO
Aegon N V NY Registry sh ADR
Ericeson LM Tel Co ADR B sek 10
Glaxosmithkline PLC Spons ADR
Novartis AG Spons ADR
Panasonic Corp ADR
Sanofi Spons ADR
Vodafone Group PLC New Spons ADR new — Sold
3M Co Com
21st Century Fox
American Express Co Com
Berkshire Hathaway Inc Del C1 B new Com
Capital One Fin'l Corp Com
Chevron Corp Com
Comcast Corp new cl A com
Computer Sciences Corp com
Domtar Corp Com — Sold
Dow Chem Com
EBay Inc Com
Exxon Mobil Corp Com
Fedex Corp Com
General Electric Com
Hewlett Packard Com
Home Depot Com
Honeywell Int'l Com
IBM Com
Kimberly Clark Corp Com
Eh Lilly & Co Com
Merck & Co Com
Motorola Solutions Inc Com new — Sold
News Corp CI A com
Pfizer Com
Proctor & Gamble Co Com
Charles Schwab Corp new com
Sprint Nextel Corp com ser
Target Corp Com
Time Warmer Cable Inc Com
Time Warner Inc new com
Travelers Companies Inc Com
Union Pac Corp Com
Verizon — Sold
Walmart Stores Com
Wells Fargo & Co new com
Covidien PLC com
TE Connectivity Ltd Reg Shs Com
Schwab CA Muni Money Fund
Microsoft — Buy
National Oilwell — Buy
Time, Inc — from lime 149)
TIAA-CREF: Cref Stock Fund — Int/Div
TIAA Traditional Annuity — Interest
529 A College Funds (v)
American Funds AMCAP Fund — Int/Div — Sold
American Funds Bond Fund of America — Int/Div — Sold
American Funds Washington Mutual Investors Fund — Int/Div — Sold
JP Morgan Chase Bank NA, HSA Custodian — Interest — Distnbuted
Trust #4 : Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #6: Dodge & Cox Stock Fund — Int/Div — Sold (part)
Orphagen Pharmaceuticals preferred shares — None
Co-Trustee, Trust #3
Agreement — 2007 — Coblentz, Patch Duffy & Bass LLP Cash Balance Plan, a pension plan with law firm, no control (Part VII, line 10)
In Part I, on my previous reports | mistakenly stated that | was a Co-trustee to Trust #1, when in fact | have always been a Co-trustee to Trust #3 and have always
been the sole trustee to Trust #1.
In Part VII, 1 have listed Rentul Property #1 twice, in lines 3 and 22. 12% of the property is held in Trust #1 (line 22), and 21 1/3% is owned by me separately (line
3), and the gross values of those percentage interests are estimated accordingly. Rental Property #1 is rented--my share of the gross rent is reflected on line 3.
In Part I1, | have listed the Cash Balance Plan with Coblentz, Patch, Duffy & Bass LLP. That plan was closed on July 31, 2014. | rolled the assets of that plan into
an existing 401k with Vanguard, investing in its Target 2020 Fund. This transaction is referred to in Part VII, lines 11-13. My only previous asset in the 401k was
some stock in Vanguard's Intemational Growth Fund, which 1 had identified in previous reports (though not as part of a 401k). It is listed here on line 14.
In Part VIL, line 169, 1 reflect that | liquidated an HSA account. | believe this transaction occurred in the second quarter of the year, but | am not certain of the
date.
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.