# Thomas C Wheeler

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8200

## Record

- **Judge:** Thomas C Wheeler
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 38

## Text

SIT Tax Exempt Bond Mutual Fund — Int/Div
Bank of America Checking Account — Interest
Potomac Cliffs at Watson House RE P-ship (See Part VIN — None
TCW/ARW Second-to-Die Life Insurance Policy — None
JRW Whole Life Policy — None
Broker Account £1 « JRW Rev. Trust
Daimler AG Common Stock — Int/Div
Air Castle Common Stock — Int/Div — Sold
Altria Group Common Stock — Int/Div
American Express Common Stock — Int/Div
BP PLC Common Stock — Int/Div — Sold
Walt Disney Common Stock — Int/Div
Healthcare Realty Trust Common Stock — Int/Div — Sold
Hewlett Packard Common Stock — Int/Div — Sold
Motorola Common Stock — Int/Div — Sold
Philip Morris Int'l Common Stock — Int/Div
Prudenital Financial Common Stock — Int/Div — Sold
Nuveen Municipal Mkt. Opportunity Fund — Int/Div
Davis New York Venture A — Int/Div — Buy
Broker Account #2 — JRW IRA
Citigroup Common Stock — None
Legg Mason Clearbridge Fund. Value Fund — None
Broker Account £3 «- TCW IRA Rollover
Air Castle Common Stock — Int/Div — Buy (add'l)
Covidien PLC Common Stock — Int/Div — Buy (add'l)
Tyco Electronics Common Stock — Int/Div
Altria Group Common Stock — Int/Div
Apollo Investment Common Stock — Int/Div
BP PLC Common Stock — Int/Div
Bristol Myers Squibb Common Stock — Int/Div
Cisco Systems Common Stock — Int/Div — Buy (add'l)
Comcast Common Stock — Int/Div
Constellation Brands Common Stock — None
Walt Disney Common Stock — Int/Div
Emerson Electric Common Stock — Int/Div
Energy Transfer Partners LP — Int/Div
General Electric Common Stock — Int/Div
Halliburton Common Stock — Int/Div
Hewlett Packard Common Stock — Int/Div
Home Depot Common Stock — Int/Div
Hospitality Properties Trust Common Stock — Int/Div
J.P. Morgan Chase Common Stock — Int/Div — Buy (add'l)
Kroger Common Stock — Int/Div
Marriott Int'l Common Stock — Int/Div
Microsoft Common Stock — Int/Div — Buy (add'l)
Microsoft Common Stock — Int/Div — Buy (add'l)
Pepsico Common Stock — Int/Div
Philip Moms Int'l Common Stock — Int/Div
Sandridge Permian Trust — Int/Div — Sold
Sandridge Miss. Trust — Int/Div — Buy
Southwest Airlines Common Stock — Int/Div
IM Common Stock — Int/Div
United Parcel Service Common Stock — Int/Div — Buy (add'l)
United States Steel Common Stock — Int/Div
Verizon Common Stock — Int/Div
Walmart Common Stock — Int/Div
Willams Parters Lid. — Int/Div — Buy
Cohen & Steers Infrastructure Fund — Int/Div
Kayne Anderson Energy Return Fund — Int/Div
New Germany Fund — Int/Div
Eaton Vance LTD Duration Income Fund — Int/Div
Brker Acct #4 -- SSB Asset Man Fd, JRW Rev Trst
Citibank Money Market — Interest
AMC Networks Common Stock — None
AT&T Inc. Common Stock — Int/Div
Akamai Technologies Common Stock — None
Amazon.com Common Stock — None
Amgen, Inc. Common Stock — Int/Div
Anadarko Petroleum Common Stock — Int/Div
Anheuser Busch InBev SA Spon. Common Stock — Int/Div
Apache Corp. Common Stock — Int/Div
Apple, Inc. Common Stock — None
Applied Materials, Inc. Common Stock — Int/Div
Autodesk. Inc. Delaware Common Stock — None
Axis Capital Holdings Common Stock — None — Buy
Baker Hughes, Inc. Common Stock — Int/Div
Bed Bath & Beyond Common Stock — None
BHP Billiton Ltd. Common Stock — Int/Div — Sold (part)
Biogen Idec Inc. Common Stock — None
Blackrock, Inc. Common Stock — Int/Div
Boemg Co, Common Stock — Int/Div
Broadcom Corp. Common Stock — Int/Div
CME Group. Inc. Common Stock — Int/Div
CVS Caremark Corp. Common Stock — Int/Div
Cablevision Systems Corp. Common Stock — Int/Div
Cameron Intl. Corp. Common Stock — None
Camival CP New Paired Common Stock — Int/Div
Celgene Corp. Common Stock — None
Chevron Corp. Common Stock — Int/Div — Buy
Chubb Corp. Common Stock — Int/Div
Cisco Systems Inc. Common Stock — Int/Div — Sold (part)
Citrix Systems, Inc. Common Stock — None
Coca Cola Inc. Common Stock — Int/Div
Comcast Corp. CL A Special New Common Stock — Int/Div
Conoco Phillips Common Stock — Int/Div — Sold
Cree Research Inc. Common Stock — None
Deere & Co. Common Stock — Int/Div
Devon Energy Corp. New Common Stock — Int/Div
DuPont de Nemours Common Stock — Int/Div — Buy
Walt Disney Co. Holding Common Stock — Int/Div
The DirecTV Group CL A Common Stock — None
Dolby CL A Common Stock — None
Dover Corp. Common Stock — Int/Div
EMC Corp. Mass. Common Stock — None
Eaton Corp. Common Stock — Int/Div
EBay Inc. Common Stock — None — Sold (part)
Emerson Electric Common Stock — Int/Div
Ericsson LM Tel. ADR CL B New Common Stock — Int/Div
Express Scripts Hldg Co. Common Stock — None — Buy
Exxon Mobile Corp. Common Stock — Int/Div — Buy
Fluor Corp. New Common Stock — Int/Div
Forest Laboratories Inc. Common Stock — None
Franklin Resources Inc. Common Stock — Int/Div
GAP. Inc. Common Stock — Int/Div
General Electric Co. Common Stock — Int/Div
GlaxoSmithKline PLC ADS Common Stock — Int/Div
Goldman Sachs Common Stock — Int/Div — Buy
Google Inc. Common Stock — None
Halliburton Co. Common Stock — Int/Div
Hess Corp. Common Stock — Int/Div
Home Depot Inc. Common Stock — Int/Div — Sold (part)
Honeywell Intl. Inc. Common Stock — Int/Div
Intust Inc. Common Stock — Int/Div
JP Morgan Chase & Co. Common Stock — Int/Div
Johnson & Johnson Common Stock — Int/Div
Jones Lang LaSalle Inc. Common Stock — Int/Div
Joy Global Common Stock — Int/Div — Buy
Juniper Networks Common Stock — None
KLA Tencor Corp. Common Stock — Int/Div
Keycorp New Common Stock — Int/Div
L-3 Communications Holding Inc Common Stock — Int/Div
Liberty Media Co. Liberty Cap A Common Stock — None
Liberty Interactive Co. Inter A Common Stock — None
Mattel Inc. Common Stock — Int/Div
Merck & Co. Inc. New Common Stock — Int/Div
Microsoft Corp. Common Stock — Int/Div — Sold (part)
Monsanto Co. New Common Stock — Int/Div
Morgan Stanley Common Stock — Int/Div
National Oilwell Varco Inc. Common Stock — Int/Div
Netapp. Inc. Common Stock — None
Newfield Expl. Co. Common Stock — None — Buy
Nike Inc. B Common Stock — Int/Div
Noble Energy Inc. Common Stock — Int/Div — Sold
Northrop Grumman Corp. Common Stock — Int/Div — Sold
Novartis AG ADR Common Stock — Int/Div
Nucor Corp. Common Stock — Int/Div
Occidental Petroleum Common Stock — Int/Div — Buy
Oracle Corp. Common Stock — Int/Div
Oshkosh Corp. Common Stock — None
Pall Corp. Common Stock — Int/Div
Peabody Energy Corp. Common Stock — Int/Div — Buy
Pebblebrook Hotel Tr. Com. Common Stock — Int/Div
Pepsico Inc. Common Stock — Int/Div
Procter & Gamble Common Stock — Int/Div
Qualcomm Inc. Common Stock — Int/Div
Regions Finance Corp. Common Stock — Int/Div — Buy
Safeway Inc. Com. New Common Stock — Int/Div
Sandisk Corp. Common Stock — None
Schlumberger Ltd. Common Stock — Int/Div
Charles Schwab New Common Stock — Int/Div
Symantic Corp. Common Stock — None
Texas Instruments Common Stock — Int/Div
Thermo Fisher Scientific Inc. Common Stock — None
US Bancorp. Com New Common Stock — Int/Div
Unilever PLC (New) ADS Common Stock — Int/Div
United Parcel Service Inc. CL B Common Stock — Int/Div
United States Steel Corp. New Common Stock — Int/Div
United Health Group Inc. Common Stock — Int/Div — Buy (add'l)
Veeco Instr. Ine. Common Stock — None — Buy
Visa Inc. CL A Common Stock — Int/Div
Vodaphone Group PLC ADS New Common Stock — Int/Div
Weyerhauser Co. Common Stock — Int/Div
Xilinx Inc. Common Stock — Int/Div — Buy
Covidien PLC New Common Stock — Int/Div
Seagate Technology PLC Common Stock — Int/Div
Allied World Assurance Co. Hidgs Ltd Common Stock — Int/Div
Weatherford International Ltd. Common Stock — None
TE Connectivity Ltd. New Common Stock — Int/Div
Tyco International Ltd. New Common Stock — Int/Div
Brker Acct # 5 -- SSB Asset Man Fd, TCW IRA
MS Liquid Asset Fund Money Market — None
AT&T Common Stock — Int/Div — Sold
Morgan Stanley Common Stock — Int/Div — Sold
Akamai Techologies Common Stock — None — Sold
Amazon.com Ine. Common Stock — None — Sold
Amgen, Inc. Common Stock — Int/Div — Sold
Anadarko Petroleum Common Stock — Int/Div — Sold
Anheuser Busch InBev SA Spon. Common Stock — Int/Div — Sold
Apache Corp. Common Stock — Int/Div — Sold
Apple, Inc. Common Stock — None — Sold
Applied Materials, Inc. Common Stock — Int/Div — Sold
Autodesk. Inc. Delaware Common Stock — None — Sold
Baker Hughes, Inc. Common Stock — Int/Div — Sold
Bed Bath & Bevond Common Stock — None — Sold
BHP Billiton Ltd. Common Stock — Int/Div — Sold
Biogen Idec Common Stock — None — Sold
Blackrock, Inc. Common Stock — Int/Div — Sold
Boemg Co. Common Stock — Int/Div — Sold
Broadcom Corp. CL A Common Stock — Int/Div — Sold
CME Group Inc. Common Stock — Int/Div — Sold
CVS Caremark Corp. Common Stock — Int/Div — Sold
Morgan Stanley Common Stock — Int/Div — Sold
Cablevision Systems Corp. Common Stock — Int/Div — Sold
Morgan Stanley Common Stock — Int/Div — Sold
Cameron Intl Corp. Common Stock — None — Sold
Camival CP New Paired Com Common Stock — Int/Div — Sold
Celgene Corp. Common Stock — None — Sold
Chubb Corp. Common Stock — Int/Div — Sold
Cisco Systems Inc. Common Stock — Int/Div — Sold
Citrix Systems Inc. Common Stock — None — Sold
Coca Cola Co. Common Stock — Int/Div — Sold
Comcast Corp. CL A Special New Common Stock — Int/Div — Sold
Conoco Phillips Common Stock — Int/Div — Sold
Cree Research, Inc. Common Stock — None — Sold
Deere & Co. Common Stock — Int/Div — Sold
Devon Energy Corp. New Common Stock — Int/Div — Sold
Walt Disney Co. Holdings Common Stock — Int/Div — Sold
The DirecTV Group CL A Common Stock — None — Sold
Dolby CL A Common Stock — None — Sold
Dover Corp. Common Stock — Int/Div — Sold
EMC Corp. Mass Common Stock — None — Sold
EOG Resources. Inc. Common Stock — Int/Div — Sold
Eaton Corp. Common Stock — Int/Div — Sold
EBay Inc. Common Stock — None — Sold
Emerson Electric Co. Common Stock — Int/Div — Sold
Ericssen LM Tel. ADR CL B New Common Stock — Int/Div — Sold
Fluor Corp, New Common Stock — Int/Div — Sold
Forest Laboratories Inc. Common Stock — None — Sold
Franklin Resources. Inc. Common Stock — Int/Div — Sold
Gap Inc.. Common Stock — Int/Div — Sold
General Electric Co. Common Stock — Int/Div — Sold
GlaxoSmithKline PLC ADS Common Stock — Int/Div — Sold
Google Inc. CL A Common Stock — None — Sold
Halliburton Co. Common Stock — Int/Div — Sold
Hess Corp. Common Stock — Int/Div — Sold
Home Depot, Inc. Common Stock — Int/Div — Sold
Honeywell Intl. Inc. Common Stock — Int/Div — Sold
Intuit Inc. Common Stock — Int/Div — Sold
JP Morgan Chase Common Stock — Int/Div — Sold
Johnson & Johnson Common Stock — Int/Div — Sold
Jones Lang LaSalle Inc. Common Stock — Int/Div — Sold
Juniper Networks Common Stock — None — Sold
KLA Tencor Corp. Common Stock — Int/Div — Sold
KeyCorp. New Common Stock — Int/Div — Sold
L-3 Communications Holding Inc Common Stock — Int/Div — Sold
Liberty Media Co. Liberty Cap A Common Stock — None — Sold
Liberty Interactive Co. Inter A Common Stock — None — Sold
Mattel Inc. Common Stock — Int/Div — Sold
Merck & Co. Inc. New Common Stock — Int/Div — Sold
Microsoft Corp. Common Stock — Int/Div — Sold
Monsanto Co. New Common Stock — Int/Div — Sold
Morgan Stanley Common Stock — Int/Div — Sold
National Oilwell Varco Inc. Common Stock — Int/Div — Sold
Netapp Inc. Common Stock — None — Sold
Nike Inc. B Common Stock — Int/Div — Sold
Noble Energy Inc. Common Stock — Int/Div — Sold
Northrop Grumman Corp. Common Stock — Int/Div — Sold
Novartis AG ADR Common Stock — Int/Div — Sold
Nucor Corp. Common Stock — Int/Div — Sold
Oracle Corp. Common Stock — Int/Div — Sold
Oshkosh Corp. Common Stock — None — Sold
Pall Corp. Common Stock — Int/Div — Sold
Pebblebrook Hotel TR Common Stock — Int/Div — Sold
Pepsico Inc. NC Common Stock — Int/Div — Sold
Procter & Gamble Common Stock — Int/Div — Sold
Qualcomm Inc. Common Stock — Int/Div — Sold
Safeway Inc. New Common Stock — Int/Div — Sold
Sandisk Corp. Common Stock — None — Sold
Schlumberger Ltd. Common Stock — Int/Div — Sold
Charles Schwab New Common Stock — Int/Div — Sold
Symantec Corp. Common Stock — None — Sold
Texas Instruments Common Stock — Int/Div — Sold
Thermo Fisher Scientific Inc. Common Stock — None — Sold
US Bancorp New Common Stock — Int/Div — Sold
Unilever PLC (New) ADS Common Stock — Int/Div — Sold
United Parcel Service Inc. CL B Common Stock — Int/Div — Sold
United States Steel Corp. New Common Stock — Int/Div — Sold
United Health Group Inc. Common Stock — Int/Div — Sold
Visa Inc. CL A Common Stock — Int/Div — Sold
Vodaphone Group PLC ADS New Common Stock — Int/Div — Sold
Weyerhauser Co. Common Stock — Int/Div — Sold
Covidien PLC New Common Stock — Int/Div — Sold
Seagate Technology PLC Common Stock — Int/Div — Sold
Allied World Assurance Co. Holding Ltd Common Stock — Int/Div — Sold
Weatherford International Ltd Common Stock — None — Sold
TE Connectivity Ltd New Common Stock — Int/Div — Sold
Tyco Internations] Ltd New Common Stock — Int/Div — Sold
Davis New York Venture Mutual Fund — Int/Div — Buy
Broker Account #6 — JRW Pers. Trust
Dominion Resources Common Stock — Int/Div
Exxon Mobile Common Stock — Int/Div
Pepsico Common Stock — Int/Div
PNC Financial Services Common Stock — Int/Div
Walmart Common Stock — Int/Div
Howard County Golf Course Bonds 08/15/12 — Interest — Redeemed
Maryland CDA Housing Conds 07/01/13 — Interest
Prince George's County MD Bonds 1VOL1L18 — Interest
Puerto Rico Housing Public Serv. Bonds 070116 — Interest
Maryland State Health Higher Education Bonds 07/01/18 — Interest — Redeemed
Baltimore MD Ser. C Sink Fund 07/01/17 — Interest
MFS Maryland Municipal Bond Fund — Interest
Broker Account #7 - IShares Managed Trust
IShares Barclay's Aggregate Bond Fund — Int/Div — Sold (part)
IShares Barclay's MBS Bond Fund — Int/Div — Sold (part)
IShares Barclays 1-3 Yr. CD Bond Fund — Int/Div
IShares Dow Jones LS Consumer Services Index Fund — Int/Div — Buy (add'l)
IShares Dow Jones Real Estate Index Fund — Int/Div
IShares Dow Jones Technology Sector Index Fund — Int/Div — Buy (add'l)
IShares Dow Jones US Consumer Goods Index Fund — Int/Div — Sold (part)
Shares Dow Jones US Financial Sector Index Fund — Int/Div
Shares Dow Jones US Healtk Care Sector Index Fund — Int/Div — Sold (part)
IShares Dow Jones LS Energy Sector Index Fund — Int/Div
Pimco Bond — Int/Div — Buy
Vanguard BD Index Fund — Int/Div — Buy
Broker Account # 8 -- TCW/JRW Joint RMA
Frederick MD Rfdg & Impt Bonds 08/01/13 — Interest
Maryland CDA Hsg Cmty Dev Bonds 0701115 — Interest
Puerto Rico Elec. Power Auth Bonds 00701117 — None
Maryland State Health & Higher Ed Bonds 0701/18 — Interest — Redeemed
Blackrock Munivest Fund 11 — Interest
Blackrock Munivest Fund — Interest
Nuveen Select Tax Free Income Port 3 — Interest
Dreyfus State Mun Bond Fd Maryland Ser Class C — Interest
Brker Acct # 9 -- Shares Man JRW Rev Trust
IShares Barclay's Aggregate Bond Fund — Int/Div
IShares Barclays MBS Bond Fund — Int/Div — Sold (part)
IShares Barclays 1-3 Yr. CD Bond Fund — Int/Div — Sold (part)
IShares Dow Jones US Consumer Services Index Fund — Int/Div — Buy (add'l)
IShares Dow Jones US Real Estate Index Fund — Int/Div
IShares Dow Jones Technology Sector Index Fund — Int/Div — Buy (add'l)
Shares Dow Jones US Consumer Goods Index Fund — Int/Div — Sold (part)
Shares Dow Jones US Financial Sector Index Fund — Int/Div
IShares Dow Jones US Health Care Sector Index Fund — Int/Div — Sold (part)
Shares Dow Jones US Energy Sector Index Fund — Int/Div
Pimco Bond — Int/Div — Buy
Vanguard BD Index Fund — Int/Div — Buy
Broker Account £ 10 « TCW Rev. Trust
Amencan Capital Limited Common Stock — None — Sold (part)
EMC Corp. Mass. Common Stock — None
Ford Motor Co. Common Stock — Int/Div — Buy
Schlumberger Ltd. Common Stock — Int/Div
Schlumberger Ltd. Common Stock — Int/Div
ING Clarion Global Real Estate Fund — Interest — Sold (part)
Kayne Anderson Energy Fund — Int/Div
ACAP Strategic Fund Shares Mutual Fund — None
Hartford Municipal Opp. Fund Class € — Int/Div
Legg Mason Western Asset Mun, Class ( — Int/Div
Principal Investment Fund — Int/Div — Buy (add'l)
Broker Account £ 11 — EJW IRA
Tortoise MLP Fund — Int/Div
Best Buy Common Stock — Int/Div
Chesapeake Energy Corp. Common Stock — Int/Div — Buy (add'l)
Schlumberger Ltd. Common Stock — Int/Div
Broker Account # 12 « EJW IRA Trust
United Health Group Commaon Stock — Int/Div
Calamos Strategy Fund — Int/Div
Hartford Floating Rate Fund — Int/Div
Pimco Commodity Real Return Strategy Fund — Int/Div
Putmam Diversified Income Trust Fund, Class C — Int/Div
Broker Account # 13 —« HKW IRA Trust
Bristol Myers Squibb Common Stock — Int/Div — Buy (add'l)
Energy Transfer Partners LP — Int/Div
Exxon Mobile Common Stock — Int/Div
Ford Motor Co. Common Stock — Int/Div
Microsoft Corp. Common Stock — Int/Div
US. Steel Common Stock — Int/Div
Bank of America Preferred Stock — Int/Div
Principal Inv. Pref. Sec. Mut. Fund — Int/Div
Brker Acct #14--For IShares HKW IRA Man Acct
MS Liquid Asset Fund Money Market — Interest
IShares MSCI Australia Index Fund — Int/Div
IShaes MSCI Austria Index Fund — Int/Div — Buy
IShares MSC Brazil Index Fund — Int/Div
IShares MSC1 South Korea Index Fund — Int/Div
IShares MSC South Africa Index Fund — Int/Div — Buy (add'l)
IShares MSC1 Germany Index Fund — Int/Div — Buy (add'l)
IShares MSC Taiwan Index Fund — Int/Div — Buy
Broker Account #15 --HKW IRA Managed Account
MS Liguid Asset Fund — Interest
Agilent Technologies Common Stock — None — Sold
Amencan Express Co. Common Stock — Int/Div — Sold
Ameriprise Financial Inc. Common Stock — Int/Div — Sold
Bank of New York Mellon Corp. Common Stock — Int/Div — Sold
Baxter Intl. Inc. Common Stock — Int/Div — Sold
Becton Dickinson & Co. Common Stock — Int/Div — Sold
Bed Bath & Bevond Common Stock — None — Sold
Berkshire Hathaway CL B New Common Stock — None — Sold
CVS Caremark Corp. Common Stock — Int/Div — Sold
Canadian Natural Resources Ltd. Common Stock — Int/Div — Sold
Coca Cola Co. Common Stock — Int/Div — Sold
Costco Wholesale Corp. New Common Stock — Int/Div — Sold
Devon Energy Corp. New Common Stock — Int/Div — Sold
Diageo PLC Spon. ADR New Common Stock — Int/Div — Sold
Walt Disney Co. Holding Common Stock — Int/Div — Sold
EOG Resources Ine. Common Stock — Int/Div — Sold
Express Scripts Holding Co. Common Stock — None — Sold
Google Inc. CL A Common Stock — None — Sold
Grupo Televisa SA DE CV Spon. ADR Common Stock — Int/Div — Sold
Harley Davidson Inc. Common Stock — Int/Div — Sold
Hewlett Packard Common Stock — Int/Div — Sold
Iron Mountain Inc. (DE) Common Stock — Int/Div — Sold
Johmson & Johnson Common Stock — Int/Div — Sold
Kraft Foods Inc. CL A Common Stock — Int/Div — Sold
Lockheed Martin Corp. Common Stock — Int/Div — Sold
Loew's Corp. Common Stock — Int/Div — Sold
Merck & Co. New Common Stock — Int/Div — Sold
Microsoft Corp. Common Stock — Int/Div — Sold
Monsanto Co. New Common Stock — Int/Div — Sold
Nationwide Life & Annuity — None
Occidental Petroleum Corp. (DE) Common Stock — Int/Div — Sold
Pfizer Inc. Common Stock — Int/Div — Sold
Philip Morris Intl. Common Stock — Int/Div — Sold
Progressive Corp. Ohio Common Stock — Int/Div — Sold
Sealed Air Corp. New Common Stock — Int/Div — Sold
Texas Instruments Common Stock — Int/Div — Sold
Transatlantic Holdings Inc. Common Stock — Int/Div — Sold
Wells Fargo & Co. (New) Common Stock — Int/Div — Sold
Transocean Ltd. Common Stock — Int/Div — Sold
Alger Small Cap Growth Inst — None — Buy
Artisan Midcap Value Inv, — None — Buy
Blackrock Equity Dividend — Int/Div — Buy
Columbia Select Large Cap Growth — None — Buy
Oppenheimer Int'l Growth — Int/Div — Buy
Prudential Jennison MD Cap — Int/Div — Buy
Royce Premier Inv — Int/Div — Buy
Virtus Insight Emerg. Mkts — Int/Div — Buy
Wells Fargo Emerg. Mkts — Int/Div — Buy
Broker Account £16 << TCW Trust
CVS Caremark Common Stock — Int/Div — Buy (add'l)
Celgene Common Stock — None
EMC Corp. Mass, Common Stock — None — Buy
Energy Transfer Equity LP — Int/Div
Enterprise Products Partners LP — Int/Div
General Electric Common Stock — Int/Div
Merck Common Stock — Int/Div
Murphy Oil Common Stock — Int/Div
Vale Common Stock — Int/Div
Vodofone GP Common Stock — Int/Div — Buy
Williams Cos. Common Stock — Int/Div — Buy (add'l)
WPX Energy Common Stock — None — Buy
Nuveen NFM MTP Preferred — Int/Div
Nuveen MD Dividend Mum Fund — Int/Div
Ginmie Mae Series 2009-68 Class G — Int/Div — Sold
Hartford Floating Rate Fund — Int/Div
Legg Mason WA SHT Muni Fund — Int/Div
Legg Mason Western Asset Muni Fund — Int/Div
Broker Account #17--Small Cap Man, Trust
MS Liguid Asset Fund — Interest
Alger Small Cap Growth Inst — None
American Century Int. TRM TX FR BD ny. — Int/Div — Sold (part)
Amencan Century Intl. Bond Inv — Int/Div
Artisan Midcap Value Inv — Int/Div
Baron Small Cap Retail — None
Columbia Marsico Growth Z — None
Columbia Marsico Intl Opp. Z — None
Davis New York Venture Y — Int/Div — Buy (add'l)
American Europacific Growth Fl — Int/Div
Goldman Sachs Growth Opp. — None
Amencan Growth Fund of America F1 — Int/Div
JP Morgan Emerging Markets Sel — Int/Div
Lazard Emerging Markets — Int/Div
Lege Mason WA Interim Mum Inst — Int/Div
Mainstay ICAP Select Equity — Int/Div
PIMCO Emerging Local BD P — Int/Div
T Rowe Price High Yield — Int/Div
T Rowe Price Mid-Cap Growth — None
Royce Micro-cap Inv — Int/Div
Rovee Total Return ny — Int/Div
Templeton Global Bond Fd Adv — Int/Div
CRM Midcap Value Inst] — Int/Div
Wells Fargo High Income Iny — Int/Div
Broker Account #18 -- HKW/TCW Annuities
Tactical Diversified Futures Fund LP — None
Sun Life of Canada Ammuity — None
Skybridge Multi-Advisor Hedge Fund — None
Broker Account #19 -- US Bank EL Trust
First American Prime Obligation Fund — None
IShares Iboxx H Y Corp Bond — Int/Div
Nuveen Inter. Tax Free Fund — Int/Div — Sold
Agilent Technologies Common Stock — Int/Div — Buy
Allergan Inc. Common Stock — Int/Div
Anadarko Petroleum Common Stock — Int/Div — Buy
Apache Corp. Common Stock — Int/Div — Sold
Apple Inc. Common Stock — None — Sold (part)
AT&T Inc. Common Stock — Int/Div
Bristol Myers Squibb Co. Common Stock — Int/Div
Cameron Intl. Corp. Common Stock — None
Caterpillar Common Stock — Int/Div — Buy
Cmcmmati Intl, Corp. Common Stock — Int/Div — Sold (part)
CME Group Common Stock — Int/Div — Buy
Cummins Common Stock — Int/Div — Buy
CVS Caremark Common Stock — Int/Div — Buy
Discovery Communications Inc. CL A Common Stock — None
EMC Corp. Common Stock — None
Ecolab Inc. Common Stock — Int/Div — Sold (part)
Emerson Electric Co. Common Stock — Int/Div — Sold (part)
Exxon Mobile Corp. Common Stock — Int/Div — Sold (part)
General Electric Co. Common Stock — Int/Div — Sold
Google Inc. Common Stock — None
Humana Common Stock — Int/Div — Buy
IBM Common Stock — Int/Div — Buy
Intel Corp. Common Stock — Int/Div
JP Morgan Chase Co. Common Stock — Int/Div
Johnson & Johnson Common Stock — Int/Div
Kraft Foods Common Stock — Int/Div — Buy
Marathon Oil Common Stock — Int/Div — Buy
Mastercard Inc. Common Stock — Int/Div
McDonald's Corp. Common Stock — Int/Div — Sold (part)
McKesson Corp. Common Stock — Int/Div
Medco Health Solutions Inc. Common Stock — None
Merck Common Stock — Int/Div — Buy
Nextera Energy Inc. Common Stock — Int/Div — Sold (part)
Nordstrom Inc. Common Stock — Int/Div
Oracle Corp. Common Stock — Int/Div — Sold
Pepsico Inc. Common Stock — Int/Div — Sold
Philip Morris Intl. Common Stock — Int/Div
Pioneer Natural Resources Common Stock — Int/Div — Buy
PNC Fin. Servs. Group Common Stock — Int/Div — Buy
Polaris Ind. Inc. Common Stock — Int/Div
Praxair Inc. Common Stock (X) — Int/Div
Priceline Com. Inc. Common Stock — None
Procter & Gamble Inc. Common Stock — Int/Div
Prudential Financial Inc. Common Stock — Int/Div
Qualcomm Inc. Common Stock — Int/Div
Teradata Corp. Del Common Stock — None
Thermo Fisher Scientific Inc. Common Stock — None
United Health Group, Inc. Common Stock — Int/Div
Visa Inc. CL A Common Stock — Int/Div — Sold (part)
Willams Cos. Common Stock — Int/Div — Buy
Windstream Corp. Common Stock — Int/Div — Sold
IM Co. Common Stock — Int/Div — Sold (part)
IM Co. Common Stock — Int/Div — Sold (part)
Accenture PLC C1 A Common Stock — Int/Div
Ace Lud. Common Stock — Int/Div
Check Point Software Tech Ltd. Common Stock — None — Sold
Royal Dutch Shell PLC a D R Common Stock — Int/Div — Sold
Schlumberger Lid. Common Stock — Int/Div
Goldman Sachs M C Value C1 Inst — Int/Div
Highland Long Short Equity Z — Int/Div
IPath Dow Jones UBS Commodity — None
IShares MSC1 Emerging Markets ETF — Int/Div
Nuveen Intl. Select Fd C1 1 — Int/Div — Sold
Oppenheimer SR Floating Rate Bond Fund — Int/Div — Buy
Scout Int'l Fund — Int/Div — Buy
TCW Emerging Market Income Fund — Int/Div — Buy
T Rowe Price Mid-cap Growth Fd £64 — None — Sold (part)
T. Rowe Price Group Common Stock — Int/Div — Buy
T. Rowe Price Int'l Bond Fund — Int/Div — Buy
SPDR Dow Jones Intl — Int/Div
TFS Market Neutral Fund — None
Nuveen Real Estate Security Class — Int/Div — Buy
Agreement — 2006 — DLA Piper Retirement Trust Plan with former law firm, no control
Spouse's income — 2012 — Montgomery County Public Schools, Payment
Section VIL, line 3, Potomac Cliffs at Watson House Real Estate Partnership, purchased on 4/20/1987 at cost of $26,150 (1/2-share).

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8200. Public record. Not legal advice.