Mary Ellen Coster Williams
2016Annual
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Pull out the substance of this filing.
What was filed
122
investments
4
positions
0
gifts
0
agreements
0
debts
9
reimbursements
0
income
1
spouse income
Named parties
- ABA Section of Intellectual Property Law
- ABA Section of Public Contract Law
- Duke University School of Law
- Johns Hopkms Umiversity
- ABA and Admmistrutive Office of the U.S. Courts
- ABA and Administrative Office of the US. Courts
- ABA
- New York Intellectual Property Law Association
- Administrative Office of the US. Courts
- ABA and Administrative } Office of the U.S. Courts
- Self-employed - Financial Advisor
As filed
Deutsche MSCI Europe ETF (DBEU) — None — Sold
Time Wamer Common Stock (TWX) — Int/Div
Time Wamer Cable (TWC) — Int/Div — Sold
Time Inc. New — Int/Div
Abbott Lab Common Stock (ABVIE) — Int/Div
Abbott Laboratories (ABT) — Int/Div
Wells Fargo Checking — Interest
6/1091 lrevocable Ins. Trust #1 Beneficiary — None — Closed
Irrecoveable Ins. Trust #2 Beneficiary — None — Closed
Riversource Variable Universal Life Ins. (H)
Fixed Account — None
VP Aggressive Class 4 — None
Riversource Variable Universal Life Ins. (H)
Fixed Account — None
VP Mod Aggressive Class 4 — None
Wells Fargo (MM) — Interest
Wells Fargo Checking — Interest
Fidelity Adv. Level Co. Stock-A (FLSAX) — Int/Div
Fidelity Adv. Stock Sel. Cap C1. A (FMAMX) — Int/Div
Fidelity Adv. Diverse Int'l-A (FDVAX) — Int/Div
RVS Vanable Annuity (IRA) Navigator-VP- MOD. AGG. PORT. — Int/Div — Redeemed
Ameriprise MM — Interest
Ameriprise Cash — Interest
Pimco Income CL A (PONAX) — Int/Div
Ameriprise (AMP) — Int/Div
Nuveen Core Div C1. A (NCDAX) — Int/Div
Catalyst Insider Buying CLA (INSAX) — Int/Div
IShares MBS ETF (MBB) (X) — Int/Div — Buy
Vanguard High Dividend Yield ETF (VYM) xX) — Int/Div — Buy
Vanguard Info Tech ETF (VGT) (X) — Int/Div — Buy
Vanguard Telecom Sertvices (ETF) (VOX) xX) — Int/Div — Buy
Abbvie lnc (ABBY) — Int/Div
Altria Group Inc (MO) — Int/Div — Sold (part)
Ares Capital Corp (ARCC) — Int/Div — Sold
BCE Inc New (BCE) — Int/Div
Deutsche MSCI Europe ETF (DBEL) — Int/Div — Sold
FT NYSE ARCA Biotech E1F (FBT) — None
General Electric Company (GE) — Int/Div — Sold (part)
Invesco Lid (IVZ) — None — Sold
Johnson & Johnson (JNJ) — Int/Div — Sold (part)
Kimberly Clark Corp (KMB) — Int/Div — Sold (part)
Koninklijke Philips New (PHG) — Int/Div — Sold
Merck & Company Inc New (MRK) — Int/Div
NRG Yield Inc A INYLD) — None — Sold
National Grid PLC ADR (NGG) — None
Paychex Inc (PAYX) — Int/Div — Sold (part)
PWRSH QQQ ETF (QQQ) — Int/Div
Realty Income Corp (O) — None — Sold (part)
Finl Sel Sect SPDR ETF (XLF) — Int/Div — Sold
Wells Fargo & Co New (WFC) — Int/Div — Sold
Wells Fargo (WFC) (X) — Int/Div — Buy (add'l)
Dommion Res Inc VA New (D) — Int/Div
FI NYSE ARCA Biotech ETF (F1B) — None
GlaxoSmithKline PLC ADR (GSK) — Int/Div
Maxim Integrated Prods (MXIM) — Int/Div
Nucor Corp (NUE) — Int/Div
Host Hotels & Resorts Inc (HST) — Int/Div — Sold
Hither Sel Sect SPDR ETF (XLV) — None
United Bankshares Inc WV (UBSI) — Int/Div
Clorox Company (CLX) — Int/Div
Cracker Barrel Old Cory (CBRL) — None
Target Corp (TGT) — Int/Div
Lockheed Martin (LMT (X) — Int/Div — Buy
Lockheed Martin (LMT) (X) — Int/Div — Buy (add'l)
Cisco Systems (CSCO) (X) — Int/Div — Buy
Glaxo SmithKline PLC (GSK) (X) — Int/Div — Buy
Microsoft (MSFT) (X) — Int/Div — Buy
Simon Property Group (SPG) (X) — Int/Div — Buy
Southern Co (SOY (X) — Int/Div — Buy
Target Corp (TGT)(X) — Int/Div — Buy
United Bancshares Inc WV (UBSH (X) — Int/Div — Buy
Vanguard High Div Yield ETF (VYM) (X) — Int/Div — Buy
Vanguard Info Tech ETF (VGT) (X) — Int/Div — Buy
Vanguard Telecom (VOX) (X) — Int/Div — Buy
Verizon Communications (VZ) (X) — Int/Div — Buy
Metlife (MET) (X) — Int/Div — Buy
Williams Family Rev Trust (X) — Open
Cash Ameriprise MM — Interest — Open
Eaton Vance Floating Rate CL A (EVBLX) — Int/Div — Open
Eaton Vance Short Duration Govt Income CL A (EALDX) — Int/Div — Open
Eaton Vance Global Macro Absolute Return Advitg CL A (EGRAX) — Int/Div — Open
Federated High Income Bond CL A (FHIX) — Int/Div — Open
T Rowe Price Maryland Tax Free Bond (MDXBX) — Interest — Open
Medtronic PLC (MDT) — Int/Div — Open
Alphabet Inc CL C (GOOG) — Int/Div — Open
Alphabet Inc CL A (GOOGL) — Int/Div — Open
Amazon.Com Inc (AMZN) — Int/Div — Open
Ameriprise Financial Inc (AMP) — Int/Div — Open
Apple Inc (AAPL) — Int/Div — Open
Celgene Corp (CELG) — Int/Div — Open
Cisco Systems Inc. (CSCO) — Int/Div — Open
Coca-Cola Company (KO) — Int/Div — Open
Colgate-Palmolive Company (CL) — Int/Div — Open
Comcast Corp CL A New (CMCSA) — Int/Div — Open
Conocophillips (COP) — Int/Div — Open
Walt Disney Co (DIS) — Int/Div — Open
Exxon Mobil Corp (XOM) — Int/Div — Open
Gilead Sciences Inc. (GILD) — Int/Div — Open
Intel Corp (INTC) — Int/Div — Open
Johnson & Johnson (JNJ) — Int/Div — Open
Mastercard Inc CL A (MA) — Int/Div — Open
McDonalds Corp (MCD) — Int/Div — Open
Merck & Company Inc New (MRK) — Int/Div — Open
Metlife Inc. (MET) — Int/Div — Open
Netflix Inc. (NFLX) — Int/Div — Open
Oracle Corp (ORCL) — Int/Div — Open
PNC Financial Serveices Group Inc. (PNC) — Int/Div — Open
Proctor & Gamble Company (PG) — Int/Div — Open
Sector Healthcare Select Sector SPDR ETF (XLV) — Int/Div — Open
Sector Energy Select Sector SPDR ETF {XLE) — Int/Div — Open
Sector Financial Select Sector SPDR ETF (XLF) — Int/Div — Open
Sector Industrial Select Sector SPDR ETF (XL — Int/Div — Open
Select Sector TR Real Estate SPDR ETF (XLRE) — Int/Div — Open
Starbucks Corp (SBUX) — Int/Div — Open
Under Armour Inc CL A (LAA) — None — Open
Under Armour Inc CL C (UA) — None — Open
United Technologies Corp (UTX) — Int/Div — Open
Verizon Communications Inc. (VZ) — Int/Div — Open
Walgreens Boots Alliance Inc. (WBA) — Int/Div — Open
GTW/ACW Irrey Trust FBO JTW (X) — Interest — Open
GTW/ACW Irrey Trust FBO JAW (X) — Interest — Open
MetLife Stock (Y) — Int/Div
Member - Content Advisory Board, ABA Section of Intellectual Property Law
Council Member, Section Delegate, ABA Section of Public Contract Law
Member - Board of Visitors, Duke University School of Law
Adpnct Professor, Johns Hopkms Umiversity
Reimbursement — ABA and Admmistrutive Office of the U.S. Courts — 1192016-1222016 — San Francisco, CA — ABA Forum on Construction Law — Lodgmg/Transportation/Food
Reimbursement — ABA and Administrative Office of the US. Courts — 2/6/2016-2/9/2016 — San Diego, CA — ABA Mid-Year Meeting — Lodging Transportation/Food
Reimbursement — ABA — 3112016-3/122016 — Annapolis, MD — ABA Federal Procurement Institute — Transportation
Reimbursement — New York Intellectual Property Law Association — 172016-4/2/2016 — New York, NY — NYIPLA Annual Judges’ Dinner — Lodgmg/ Transportation
Reimbursement — Administrative Office of the US. Courts — 112016 — Washmgton, DC — Federal Circuit Judicial Conference — Registration
Reimbursement — Duke University School of Law — A 142016-4/1672016 — Durham, NC — Board of Visitors Meeting — Lodging/Transportation/Food
Reimbursement — ABA and Administrative } Office of the U.S. Courts — 8/S2016-892016 — San Francisco, CA — ABA Annual Meeting — Lodgmg/Transportation/Food
Reimbursement — ABA — 1W72016-10082016 — Portland. ME — ABA Public Contract Law Fall Meeting — Lodging Transportation
Reimbursement — ABA — TUI62016-11/17/201 — 3 Chicago, IL — ABA SCOPO Fall Meeting — Lodging/ Transportation
Spouse's income — 2016 — Self-employed - Financial Advisor
Part VII Line 7 - This trust was dissolved upon the death of a family member on May &, 2016, and the assets were trimsferred in kind to the Williams Family Rev.
Trust on June 15, 2016 (cash) and December 14, 2016 (equities). The person reporting [0 are trustees, The assets are listed separately in Section VII
Lines 77-119,
Part VII Line 8 - This trust was dissolved upon the death of a family member on May 8, 2016. Insurance policy proceeds were transferred into two subordinate
trusts on August 30, 2016. These trusts are listed in Section VII Lines 120-21.
Part VII Line 43 - NYLD sold on 10/01/15, no gain. Inadvertantly omitted from 2015 report.
Part VII Line 52 - This entry for FTB is a consolidation of lines 71 and 91 from the 2015 repost.
Part VII Line 122 - | inadvertently failed to disclose this asset. | received stock in MetLife as a policyholder in 1999. 1am no longer a MetLife policyholder as |
exchanged that policy for Riversource Variable Universal Life Insurance in 2007,
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.