Helen W. Gillmor

2017Annual

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Pull out the substance of this filing.

What was filed

  • 253

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Hawan Women's Legal Foundation
  • Jon Van Dyke Institute
  • Pension from State of Hawaii 01/01/2017-12/31/2017)

As filed

Celgene Corp — None

IRA # Charles Schwab

Apple Hosp Trust — Int/Div — Buy (add'l)

Apple Hosp Trust — Buy (add'l)

Apple Hosp Trust — Buy (add'l)

Apollo Inv — Int/Div — Buy (add'l)

Ares Dynamic Credit — Int/Div

Chesapeake Energy — None — Sold

Cisco — Int/Div — Sold (part)

Cisco — Sold

Compass Diversified — Int/Div — Buy

Compass Diversified — Buy (add'l)

Compass Diversified — Buy (add'l)

Conoco Phillips — Int/Div — Sold

Diana Shipping — None

Eagle Point Credit — Int/Div — Buy (add'l)

Equity Commonwealth — None — Sold (part)

Equity Commonwealth — Sold

Ford Motor — Int/Div — Sold

Freeport McMoran — None — Sold

Frontier Com — Int/Div — Buy (add'l)

Frontier Com — Sold (part)

Frontier Com — Sold

HCP Reit — Int/Div

Iron Mountain — Int/Div — Buy (add'l)

Iron Mountain — Sold (part)

Iron Mountain — Sold (part)

Kinder Morgan — Int/Div — Buy (add'l)

MercadoLibre — Int/Div — Buy

Microsoft — Int/Div — Buy

Natus — None — Buy (add'l)

Natus — Buy (add'l)

Natus — Buy (add'l)

Natus — Sold (part)

Patterson Companies — Int/Div — Buy (add'l)

Paypal Holdings — None — Buy

Paypal Holdings — Buy (add'l)

Paypal Holdings — Sold (part)

Phillips 66 — Int/Div

Plains All American — Int/Div

Sabra Health Care — Int/Div — Buy

Sabra Health Care — Buy (add'l)

Sabra Health Care — Buy (add'l)

Sabra Health Care — Buy (add'l)

Sabra Health Care — Buy (add'l)

SPDR Gold — None

Seventy-Seven Energy (Y)

Select Income REIT — Int/Div — Sold (part)

Square — None — Buy

Square — Buy (add'l)

Synchrony Financial — Int/Div — Sold

The Trade Desk — None — Buy

The Trade Desk — Buy (add'l)

The Trade Desk — Buy (add'l)

The Trade Desk — Buy (add'l)

Varonis — None — Buy

Wisdom Tree Financial — Int/Div — Buy (add'l)

Wisdom Tree Financial — Sold (part)

Western Asset Corporate — Int/Div — Buy

Baron Asset Fund — Distribution

Fidelity Canada Fund — Distribution — Sold

Gabelh Asset Fund — Distribution

Janus Research Fund — Distribution

Landus Intl Fund — Distribution

Quality Care Properties — None — Sold

Schwab Fin Sve — Distribution

Brokerage Money Market Fund — Distribution

Brokerage Account ¥ , Charles Schwab

Money Market Fund — Distribution

Brokerage Account # 2, Charles Schwab

Scop Partners — Iistnbution

IRA #2, Charles Schwab

Abiomed — None — Buy

Advent Claymore ENHCD Fund — Int/Div

Apollo Investment — Int/Div — Buy

Ansta Networks — None — Buy

Atlantic Power — None

Blackrock Kelso — Int/Div

Cameco — Int/Div

Chatham Lodging Trust — Int/Div — Sold (part)

Chatham Lodging Trust — Buy (add'l)

Chatham Lodging Trust — Sold

Compass Diversified — Int/Div — Buy (add'l)

Compass Diversified — Sold (part)

EcoPetrol — None — Sold

Eagle Point Credit — Int/Div — Buy

Eagle Point Credit — Buy (add'l)

Eagle Point Credit — Buy (add'l)

Eagle Point Credit — Buy (add'l)

Equity Commonwealth — None — Sold

Fromtier Communications — Int/Div — Buy (add'l)

Fromtier Communications — Buy (add'l)

Humina — None — Sold

Invesco Comp — Int/Div

Ishares Silver Trust — None

Natus Medical — None — Buy (add'l)

Natus Medical — Buy (add'l)

Natus Medical — Sold (part)

Oaktree Capital — Int/Div — Buy

Prospect Capital — Int/Div — Buy (add'l)

Prospect Capital — Buy (add'l)

Select Income REIT — Int/Div — Sold (part)

Talend — None — Buy

Talend — Buy (add'l)

Turkish Inv Fund — Int/Div — Sold

Money Market Fund — Distribution

Brokerage Act. # 3, Charles Schwab

Appian Corp — None — Buy

Apple Corp — Int/Div

AT&T — Int/Div — Donated

Bank of America — Int/Div

Bank of the Internet — None — Buy

Bank of the Internet — Buy (add'l)

Bank of the Internet — Buy (add'l)

Bank of the Internet — Buy (add'l)

Bank of the Internet — Buy (add'l)

Bank of the Internet — Buy (add'l)

Camden National — Int/Div

Camping World Holding — Int/Div — Buy

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Buy (add'l)

Camping World Holding — Sold (part)

Chatham Lodging Trust — Int/Div — Sold

Compass Diversified — Int/Div — Buy

Coutrol 4 Corp — None — Buy

Coutrol 4 Corp — Buy (add'l)

Costco Wholesale — Int/Div

CVS/Caremark — Int/Div

Eagle Pot Credit — Int/Div — Buy

Eagle Pot Credit — Sold

Employers’ Holding — Int/Div — Buy

Equity Commonwealth — None — Sold (part)

Equity Commonwealth — Sold (part)

Exxon Mobil — Int/Div

Farmland Partners REIT — Int/Div — Buy

Farmland Partners REIT — Buy (add'l)

Farmland Partners REIT — Buy (add'l)

Farmland Partners REIT — Buy (add'l)

Farmland Partners REIT — Buy (add'l)

Farmland Partners REIT — Sold (part)

Fromtier Com — Int/Div — Buy (add'l)

Fromtier Com — Buy (add'l)

Fromtier Com — Buy (add'l)

Fromtier Com — Buy (add'l)

Fromtier Com — Buy (add'l)

Gentex Comp — Int/Div — Buy

Gigamon — None — Buy

Gigamon — Sold

Robot — None — Buy

Robot — Buy (add'l)

Robot — Buy (add'l)

Kinder Morgan — Int/Div — Buy (add'l)

LGI Homes, Inc — None — Buy

Lumenton Holdings — None — Buy

Middleby Corp — None — Buy

Middleby Corp — Sold

NIC he — Int/Div — Buy

Oaktree Capital — Int/Div — Buy

Oaktree Capital — Buy (add'l)

Oaktree Capital — Buy (add'l)

Paycom Software Inc — None — Buy

Paycom Software Inc — Buy (add'l)

Paypal Holdings — None — Buy (add'l)

Paypal Holdings — Sold (part)

Paypal Holdings — Sold

Paypal Holdings — Buy

Pendrel Corp — None — Buy

Pendrel Corp — Buy (add'l)

Pendrel Corp — Sold

Planet Payment — None — Buy

Planet Payment — Sold

Proctor & Gamble — Int/Div

Splunk, Inc — None — Buy

Square, Inc — None — Buy

Square, Inc — Buy (add'l)

Synchrony Financial — Int/Div — Buy

Synchrony Financial — Buy (add'l)

Synchrony Financial — Buy (add'l)

The Trade Desk Inc — None — Buy

The Trade Desk Inc — Buy (add'l)

The Trade Desk Inc — Buy (add'l)

The Trade Desk Inc — Buy (add'l)

The Trade Desk Inc — Buy (add'l)

Travelers Companies — Int/Div — Sold (part)

Trupanion Inc — None — Buy

Trupanion Inc — Buy (add'l)

Twilio Inc — None — Buy

Twilio Inc — Buy (add'l)

Twilio Inc — Buy (add'l)

Under Amor Inc — None — Buy

Under Amor Inc — Sold

Umiversal Display Co — None — Buy

Wabtec — Int/Div — Buy

Harbor Int] Fund — Int/Div

Shares Core S&P — Int/Div — Sold (part)

Shares Core S&P — Sold (part)

Shares Core S&P — Sold (part)

Shares Core S&P — Sold (part)

Shares Core S&P — Sold (part)

Shares Core S&P — Sold (part)

Shares Core S&P — Sold (part)

Shares Mid-Cap — Int/Div

Shares Small-Cap — Int/Div

Shares Core MSC EAFE — Int/Div — Sold (part)

Shares Core MSC EAFE — Sold (part)

Shares Core MSC EAFE — Sold (part)

Shares Core MSC EAFE — Sold (part)

Shares Core MSC EMG MKTS — Int/Div — Sold (part)

Shares Core MSC EMG MKTS — Sold (part)

JP Morgan Equity Fund — Int/Div — Sold (part)

JP Morgan Equity Fund — Sold (part)

JP Morgan Equity Fund — Sold (part)

JP Morgan Equity Fund — Sold (part)

JP Morgan Equity Fund — Sold (part)

JP Morgan Equity Fund — Sold (part)

JP Morgan Equity Fund — Sold

Federated Tax Free Obligation Fund — Interest — Sold

Brokerage Money Market — Distribution

NON-MAR-FBO Trust # , Keybank

Abbott Labs — Int/Div

Amgen Inc — None — Sold

Celgene — None

Cincinati Fin Corp — Int/Div — Sold

CVS/Caremark — Int/Div

Exxon Mobil — Int/Div — Sold (part)

Intel Corp — Int/Div — Sold

JP Morgan — Int/Div — Sold

Morgan Stanley — Int/Div — Sold

Oracle Corp — Int/Div

Proctor and Gamble — Int/Div

Starbucks Corp — Int/Div

Verizon — Int/Div — Sold

Walt Disney Co — Int/Div

America Beacon Brigeway — Int/Div

Harbor Intl Fund — Int/Div

shares Core S+P S00 — Int/Div

Ishares Core MSC Edge — Int/Div

Ishares Core MSCI EAFE — Int/Div — Buy

Ishares Small Cap — Int/Div

Ishares Mid Cap — Distribution

JP Morgan US Equity — Int/Div

Riverpark/Wedgewood Fund — Int/Div — Sold

Neuberger Berman Emerging Mkts — Int/Div

KT Short Term Fund — Distribution — Buy (add'l)

Penobscot Trading Co Ltd., Honolulu HI — None

Insurance Policies

New York Life <-Whole Life Ins — Int/Div

New York Life Whole Life Ins — Int/Div

MONY - Whole Life Ins — Int/Div

Washington National Life-Whole Life Ins — None

Kevbank Account # 2: See Note #1

Director, Hawan Women's Legal Foundation

Director, Jon Van Dyke Institute

Spouse's income — 1011222007 — Pension from State of Hawaii 01/01/2017-12/31/2017)

1. Keybunk Account was closed and remaining assets were transfered on March 20, 2017 to Brokerage Act. 43 Charles Schwab.

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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Helen W. Gillmor | Frix