James S. Gwin
2011Annual
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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.