James S. Gwin

2011Annual

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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

  • 41

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • salary, bonus, restricted stock

As filed

IBM common stock (IBM) — Int/Div

Galaxy mutual funds — Int/Div

Berkshire Hathaway common stock (BRKA — Int/Div

Vanguard Total Stock Market Index Fund, tax deferred — Int/Div — purch

Memill Lynch money market fund — Int/Div

T.Rowe Price Mid-Cap Mutual Fund (RPMGX) — Int/Div

common stock, [] — Int/Div

Fidelity Contra Fund, mutual fund (FCNTX) — Int/Div

Lord Abbett MidCap Fund, mutual fund (LAVSZ) — Int/Div — Sold

Davis New York Ventre Fund, mutual fund INYVTX) — Int/Div

Exxon (XOM) — Int/Div — Sold

Camco Financial Corp... common stock {CAF — Int/Div — Sold

Heinz. common stock (HNZ) — Int/Div

Pfizer. common stock (PFE) — Int/Div — Sold

Bnston Myers, common stock (BMY) — Int/Div — Sold

Cisco, common stock (CSCO) — Int/Div

Walt Disney Co., common stock (DIS) — Int/Div

Microsoft Corp., common stock (MSF 1) — Int/Div

Farmers National Bank, common stock (FMNB)Y — Int/Div — Sold

Intel Corporation, common stock (INTC) — Int/Div — Sold

Schwab Money Market Fund — Int/Div

BB & T Corp., common stock (BBT) — Int/Div — Sold

Citigroup, common stock (C) — Int/Div — Sold

Chevron Texaco Co., common stock (CVX) — Int/Div — Sold

Conoco Phillips (COP) — Int/Div — Sold

Templeton Dragon Fund (TDF) — Int/Div — Sold

Fpa Capital Fund (FPPTX) — Int/Div — Sold

Morgan Stanley Asia Fund (APF) — Int/Div — Sold

JPMorgan Chase & Co. (JPM) — Int/Div

Public Square Partners, LLC — Int/Div

Ishares S&P Midcap 400 Growth Index Fund (UK) — Int/Div — Buy

WisdomTree Emerging ETF Mkts Local Debt Fund (ELD) — Int/Div — Buy

Ishares Dow Jones US Telecommun Sector Index Fund (1YZ) — Int/Div — Buy

Matenals Select Sector SPDR Fund (XLB) — Int/Div — Buy

Energy Select Sector SPDR Fund (XLE) — Int/Div — Buy

iShares Barclays Intermediate Credit Bond Fund (CIU)y — Int/Div — Buy

PowerShares DB Commodity Index Tracking Trust (DBC) — Int/Div — Buy

iShares Dow Jones US Technology Sector Index Fund (IYW) — Int/Div — Buy

Consumer Discretionary Select Sector SPDR Fund (XLY) — Int/Div — Buy

Rydex ETF Trust S&P Equal Weight Financials (RYF) — Int/Div — Buy

Health Care Select Sector SPDR Fund (XLV) — Int/Div — Buy

Agreement — STATE OF OHIO PUBLIC EMPLOYEE RETIREMENT SYSTEM AND OHIO STATE TEACHERS RETIREMENT SYSTEM. RIGHT TO RETIREMENT BENEFITS

Spouse's income — salary, bonus, restricted stock

Regarding the investment in the Vanguard Fund, this investment is made through an employer 401 plan sponsored at

employer. The yearly statutory

maximum is met in the first quarter although we do not know the exact dates of purchase.

Regarding the Thrift Savings Plan Common Stock Index Fund, this investment is made through an employer 401 plan sponsored by the U.S. Courts, Maximum

allowable deductions and purchases are made cach month.

Regarding Schwab Money Market Fund (Part VIL, 24) this investment is a money market fund to which investments are made relatively frequently and infrequent

withdrawls occur, The account is used as a savings type account,

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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James S. Gwin | Frix