Jeffrey James Helmick

2012Annual

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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

57
investments
1
positions
2
gifts
0
agreements
1
debts
0
reimbursements
1
income
0
spouse income

Named parties

Federal Bar Association, Northern District of Ohio Chapter
Toledo Bar Association
Amencan Express
Self-employed attorney - gross mcome

As filed

Trust #1 (H) — Int/Div

Air Products and Chemicals. Inc. Stock

Apache Corp. Stock — Sold

Apple Inc. Stock

Aston/Fairpointe Mid Cap Fund — Buy

Aston/Fairpointe Mid Cap Fund — Sold (part)

Bank of Nova Scotia Stock — Sold

BHP Billiton Ltd. Stock

Chevron Corp Stock — Buy

Cisco System Inc. Stock (Y)

Colgate Palmolive Co. Stock

ConocoPhillips Stock — Buy

Dodge & Cox Intl Stock Fund

EMC Corp. (X)

Google, Inc. Stock

Intel Corp. (Y)

Intercontinental Exchange Inc. Stock

iShares MSCI Canada Index (X)

iShares MSC! Emerging Markets Index — Sold (part)

iShares MSC! Emerging Markets Index — Sold

iShares MSCI Pac Ex-Jpn Index (X)

Johnson & Johnson Stock

Lowes Companies Inc. Stock (Y)

Oracle Corp. Stock

Parker Hannifin Corp. Stock

Pepsico Inc. Stock

Phillips 66 Stock — from line 12)

Phillips 66 Stock — Sold

Royce FD Premier SER Mutual Fund — Buy

Target Corp. Stock

Teva Pharmaceuticals Industries Inc. Stock — Sold

United Technologies Corp. Stock

Vanguard Emerging Markets Fund — Sold (part)

Walgreen Co. Stock — Sold

Wells Fargo Co. Stock (Y)

Cincinnati Ohio School Dist. Municipal Bond (Y)

Marysville Ohio School Dist. Municipal Bond (Y)

KT Short Term Tax-Free Fund — Sold (part)

KT Short Term Deposit Fund

IRA #1 — hy

Memill Lynch Cash/Money Account — Int/Div

Alcatel Lucent Stock

AOL Inc. Stock

LSI Corp. Stock

Time Warner Inc. Stock

Time Warner Cable Inc. Stock

Deferred Compensation #1 (H) — Int/Div

Ohio DC Stable Value Option

Dodge & Cox Stock Fund

Fudehity Contrafund

FPA Capital Stock Fund

PIMCO Total Return Fund

Vanguard Capital Opportunity Stock Fund

Securities Account £1 (H)

AT&T Ine. Com Stock (Y)

MetLife Whole Life — Int/Div

5/3 Bank Business Checkmg Account — Interest

Member, Board of Trustees

Gift — Federal Bar Association, Northern District of Ohio Chapter — Donation toward public mvestiture — $2,500.00

Gift — Toledo Bar Association — Judge's robe — $495 13%

Liability — Amencan Express — Credit Card

Income — 2012 — Self-employed attorney - gross mcome — S40.420.67

Regarding “Trust #1%, the first hsting in Part VII,

1s the sole beneficiary of the trust.

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.