Patrick M. Flatley

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

  • 92

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Estate
  • Bethany College
  • Estate - Executor Fee

As filed

WesBanco Checking

PRU Common Stock — Int/Div

US. Savings Bonds — Interest

IRA: — Int/Div

JP Morgan Large Cap Growth Fund A

JP Morgan Equity Index Fund A

Prudential Whole Life — Int/Div

Chase Bank Accounts — Interest

Progressive Bank Accounts — Interest — Closed

Rovalty Interest, Wetzel County, WV (X) — Rovalty

WesBanco Bank NMF Beneficiary IRA CD 1X) — Interest

WesBanco Bank NMF Beneficiary Securities Custodial IRA(X) — Int

Prime Cash Trust — Buy (add'l)

Prime Cash Trust — Buy (add'l)

DuPont EIDE De Nemours Stock — Sold

United Bankshares Inc — Sold

Venzon Commumicabons — Sold

Weshanco Bank Checking — None — Open

Weshanco Bank Savings — Interest — Open

Executor of estate assets held in aggregate estate — Int/Div

1/4th Mineral Interest, Wetzel County, WV

U.S. Series HH Savings Bonds — Redeemed

WesBanco Bank Account

Metlife Annuity — Redeemed

Bankers Life & Casualty Co Annuity — Redeemed

WesBanco Securities Cash Holding Account

Altna Group Common Stock — Sold

Ameren Corp Common Stock — Sold

BP PLC Common Stock — Sold

Coca Cola Co Common Stock — Sold

General Electric Common Stock — Sold

Knaft Foods Common Stock — Sold

Medco Health Solutions Common Stock — Sold

Merck & Co Ine Common Stock — Sold

Phizer Inc Common Stock — Sold

Philip Moms Intl Inc Common Stock — Sold

Texas Instruments Inc Common Stock — Sold

Blackrock ENH Cap & Inc Common Stock — Sold

Blackrock Credit All Inc Tr Inc Common Stock — Sold

Blackrock Global Allocation Cl C Mutual Fund — Sold

Blackrock Invt Quality Mun Tr Common Stock — Sold

Blackrock Muni Inter Dr Fund Inc Common Stock — Sold

MFS Muni Series Trust WV Muni ‘A Mutual Fund — Sold

Nuveen Muni Trust Int Dr 'A* Mutual Fund — Buy (add'l)

Nuveen Muni Trust Int Dr 'A* Mutual Fund — Buy (add'l)

Nuveen Muni Trust Int Dr 'A* Mutual Fund — Sold (part)

Nuveen Muni Trust Int Dr 'A* Mutual Fund — Sold

Putnam Invs FD Inc C1'A' Mutual Fund — Sold

Putmam Mun Opportunities Trust Common Stock — Sold

MernliLynch (Formerly Blackrock )BIF Tax Ex Money Mkt Fd — Sold (part)

Altna Group Ine Common Stock — Sold

First WV Bancorp Inc Common Stock — Sold (part)

First WV Bancorp Inc Common Stock — Sold (part)

First WV Bancorp Inc Common Stock — Sold (part)

First WV Bancorp Inc Common Stock — Sold

Kraft Foods Inc Common Stock — Sold

Pace Oil & Gas LTD Common Stock — Sold

Phizer Inc Common Stock — Sold

Philip Morris Intl Inc Common Stock — Sold

Provident Energy LTD New Common Stock — Sold

FerrellGas Partners LP Unit LTD Ptr Common Stock — Sold

American Electric Power Inc Common Stock — Sold

Axcelis Technologies Inc Common Stock — Sold

BP PLC Inc Common Stock — Sold

DTE Energy Co Common Stock — Sold

Duke Energy Corp New Common Stock — Sold

Eaton Corp Common Stock — Sold

First WV Bancorp Inc Common Stock — Sold (part)

First WV Bancorp Inc Common Stock — Sold (part)

First WV Bancorp Inc Common Stock — Sold (part)

First WV Bancorp Inc Common Stock — Sold (part)

First WV Bancorp Inc Common Stock — Sold

General Electric Co Common Stock — Sold

Spectra Energy Corp Common Stock — Sold

MetLife Inc Common Stock — Sold

United BankShares Inc WV Common Stock — Sold

Huntington Bank CDs

Progressive Bank CDs

United Bank CDs

WesBanco CDs

Executor of Estate assets held m aggregate estate (X) — Int/Div

MFS Series Trust Value FD — Buy (add'l)

MFS Series Trust Value FD — Sold

Wells Fargo FSD Money Market — Sold

Bristol Myers Squibb Common Stock — Sold

WesBanco. Inc Common Stock — Sold

Mesirow Fin Prime Cash Tst — Redeemed

United Bank Savings Acct — Closed

United Bank Checking Acct

United Bank CD

WesBanco Bank CD

WesBanco Securities Cash Holding Acct

Executor, Estate

Executor, Estate

Liability — Bethany College — College Tuition & Fees

Income — 2011 — Estate - Executor Fee — $22,300.00

Part VII Page 1 Line 9 - Inherited royalty interest from

Estate in 2011. Date of appraised value 12/16/2010.

Part VII Page | Line 10 & 11 - Beneficiary interest in IRAs from

Estate upon date of death in 2011,

Part VII Page 8 Line 80 - Appointed Executor of

Estate effective 11/12/11. Reportable assets held by the

Estate are listed here sepurately via

Aggregate Ownership Arrangement reporting.

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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Patrick M. Flatley | Frix