Irene Patricia Murphy Keeley

2018Annual

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What was filed

  • 95

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • WEST VIRGINIA UNIVERSITY
  • JUDICIAL CONFERENCE OF THE UNITED STATES

As filed

CHASE BANK ACCTS — Interest

PREMIER BANK: BANK ACCOUNTS — Interest

RBC WEALTH MANAGEMENT — Interest — Closed

MVB BANK INC — Interest

WESBANCO BANK INC — Interest

WESBANCO BANK INC — Interest

CLEAR MOUNTAIN BANK — Interest

GROUND BREAKERS INC S CORP COMMON STOCK — None

HARRISON COUNTY WV — None

NOTE RECEIVABLE DUE FROM GROUND BREAKERS INC — Interest

INVESTMENT ACCOUNT #1 (H)

MERRILL LYNCH CMA ACCT — Interest

DUKE ENERGY CORP NEW COMMON STOCK — Int/Div

BANK OF AMERICA CORP COMMON STOCK — Int/Div

EDISON INT'L CALIF COMMON STOCK — Int/Div

HALLIBURTON COMPANY COMMON STOCK — Int/Div

OCCIDENTAL PETE CORP CAL COMMON STOCK — Int/Div

CALIFORNIA RESOURCES CORP — None

CSX CORP COMMON STOCK — Int/Div

INVESTMENT ACCOUNT #2 (H)

DREYFUS INS DEP PROG — Interest

BARON ASSET FUND INSTITUTIONAL CL — Int/Div

BARON SMALL CAP FUND INSTITUTIONAL — Int/Div — Sold (part)

CALVERT EMERG MKTS EQUITY FUND — Int/Div — Sold (part)

COHEN & STEERS REAL ESTATE SEC FUNDCL 1 — Int/Div — Sold

EV TABS 5 TO 15 YR LADDERED MUNI BND FUND — Interest — Sold

INT'L GRWTH&INC FUND CL F-2 — Int/Div

CLEARBRIDGE INT'L SMALL CAP FUNDCL I — Int/Div

NUVEEN HIGH YIELD MUNI BND FUNDCL 1 — Interest

PARNASSUS ENDEAVOR FUND INSTITUTIONAL CLASS — Int/Div — Sold

TRANSAMERICA INT MUNI FUND CL A — Interest

VAN ECK CONSTANT MAT COMM INDFUNDCLY — Int/Div

BLACKROCK STRAT MUNI OPPOR FD — Int/Div — Buy

FUNDAMENTAL INVCL F2 — Int/Div — Buy

ANTLGRWTH & INC FD CL F-2 — Int/Div — Buy

PIMCOINCFDCL 12 — Int/Div — Buy

PRINCIPAL GLOBAL REAL ESTATE SEC FD INSTL CL — Int/Div — Buy

ROYCE OPPORTUNITY FD INV CLASS — Int/Div — Buy

SHARES TR CORE S&P SOOETF — Int/Div

ISHARES TR CORE S&P MIDCAP ETF — Int/Div

ISHARES TR NATL MUN BD ETF FD — Interest — Sold

ISHARES TR CORE MSC EAFE ETF — Int/Div

ISHARES INC CORE MSCI EMERGING MKTS ETF — Int/Div

WESBANCO INC COMMON STOCK — Int/Div

HUNTINGTON BANCSHARES COMMON STOCK — Int/Div

AT&T INC COMMON STOCK — Int/Div

THE TRAVELERS COMPANIES INC COMMON STOCK — Int/Div

COMPOSITE TRANSPORT TECHNOLOGIES INC — None

US SAVINGS BONDS — Interest

LINCOLN FINANCIAL GROUP ANNUITY(H)

FIXED ACCOUNT — Int/Div

INDEXED ACCOUNT A — Int/Div

NOTE RECEIVABLE TDC LLC — Interest — Sold (part)

NORTHWESTERN MUTUAL VARIABLE ANNUITY IRA(H)

MSA BALANCED FUND — Int/Div — Sold (part)

MSA INDEX S00 STOCK FUND — Int/Div

NORTHWESTERN MUTUAL IRA ROLLOVER ACCT(H)

DREYFUS INS DEPOSIT PROGRAM — Interest — Sold (part)

CAB GLOBAL BOND FUND — Interest — Sold (part)

AMER CENTLRY EMERG MKTS FUND — Int/Div — Sold (part)

AMER HIGH INC TRST CL F-2 — Int/Div

THE BOND FUND OF AMER CL F-2 — Interest — Sold (part)

COHEN & STEERS REAL ESTATE SEC FUNDCL I — Int/Div — Sold (part)

THE OAKMARK INT'L FUND INVESTORS CL — Int/Div — Sold (part)

JOHN HANCOCK DISC VAL MID CAP FUNDCL I — Int/Div — Sold (part)

JPMORGAN US SMALL COMPANY FUNDCL I — Int/Div — Sold (part)

MFS INT'L NEW DISCOVERY FUND CLA — Int/Div — Sold (part)

NORTHERN MID-CAP INDEX PORTFOLIO — Int/Div — Sold (part)

PIMCO REAL RETURN FUND CLASS 1-2 — Int/Div — Sold (part)

PIMCO INC FUND CL 1-2 (formerly PIMCO INC FUND CLASS — Int/Div

VAN ECK CONSTANT MATURITY COMM INDEX FUNDCLY — Int/Div — Sold (part)

WASHINGTON MUTUAL INVESTORS FUND CL F-2 — Int/Div — Sold (part)

BLACKROCK TOTAL RETURN FD CL INST — Int/Div — Buy

CAPITAL WORLD BOND FD CL F-2 — Int/Div — Buy

EATON VANCE GLOBAL MACRO ABSOLUTE RETURNFD CL — Int/Div — Buy

JPMORGAN EMERG MKTS EQUITY FD CL) — Int/Div — Buy

JPMORGAN EMERG MKTS DEBT FD CLI — Int/Div — Buy

PIMCO MORTGAGE OPPOR & BND FD INSTL CLASS — Int/Div — Buy

PIMCO DYNAMIC CRDT & MORTGAGE INC FD — Int/Div — Buy

PRINCIPAL GLBL RE SEC FD INSTL <L — Int/Div — Buy

VIRTUS KAR SMALL-CAP GRWTH FD CL! — Int/Div — Buy

ISHARES TR CORE S&P S00 ETF — Int/Div

ISHARES TR CORE US AGGREGATE BD ETF — Int/Div — Sold (part)

ISHARES TR CORE MSC EAFE ETF — Int/Div

ISHARES INC CORE MSCI EMERGING MKTS ETF — Int/Div

NORTHWESTERN MUTUAL EXTRA ORD LIFE POLICY — Interest

NORTHWESTERN MUTUAL ADJ COMPLIFE POLICY — Interest

WORKING INTEREST D-86 TRAVIS, DODDRIDGE CTY WV — None

WORKING INTEREST D103 WINDON HARRISONCTY WV — None

WORKING INTEREST D105 SWEENEY HARRISONCTY WV — None

WORKING INTEREST D106 DOYLE HARRISON CTY WV — None

WORKING INTEREST D107 HARDMAN HARRISON CTY WV — None

WORKING INTEREST D108 SHAFFER HARRISONCTY WV — None

ESTATE # (appraisal date 11/19/03) — None

COMMERCIAL REAL ESTATE HARRISON CTY. WV

MEMBER - PRESIDENT'S HOUSE ADVISORY COMMITTEE, WEST VIRGINIA UNIVERSITY

MEMBER <- BUDGET COMMITTEE, JUDICIAL CONFERENCE OF THE UNITED STATES

PART VIL LINE 3 - THIS ACCOUNT CLOSED ON SEPTEMBER 17, 2018

PART VII, LINE 53 - TRANSACTION TYPE REPRESENTS THE SECOND ANNUAL PRINCIPAL PAYMENT OF A FOUR YEAR NOTE RECEIVABLE.

THERE 1S NO GAIN TO REPORT ON THE RECEIPT OF PRINCIPAL, THE INTEREST PORTION OF THE SCHEDULED ANNUAL PAYMENT 1S

REPORTED IN COLUMN B{1).

PART VIL LINE 70 - NOTE NAME CHANGE OF MUTUAL FUND FROM CLASS P TO CLASS 1-2 AS REFERENCED IN COLUMN A.

PART VII, LINE 88 THRU 94 - THERE WAS NO REPORTABLE OR TAXABLE INCOME GENERATED DURING THE REPORTING PERIOD BY THE

WORKING INTERESTS IN THE OIL & GAS WELLS LISTED ON LINES £8 THRU 94.

PART VIL, LINE 95 «- NO REPORTABLE OR TAXABLE INCOME GENERATED BY ESTATE # | DURING THE REPORTING PERIOD.

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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