Mary Ellen Coster Williams

2016Annual

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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

  • 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.

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