Nathaniel M. Gorton
2011Annual
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What was filed
75
investments
3
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Section VIII
- Section VII
- SG Seafood Holdings, Inc., Boston, MA (closely held seafood business) a MA corporation.
- The New England Home for Little Wanderers, Boston, MA (non-profit, private child-welfure agency)
- Fidelity money market accounts (for all stockholders of SG Seafood Holdings Ine. .
- «mH TT
- corporate clerk/secretary, director, custodian, trustee and accounting duties
As filed
SG Seafood Holdings, Inc. (a MA corporation) (common stock) — Section VIII
Fidelity Cash Reserves (individual) — Int/Div
Fidelity Money Market Accounts (POA trustee K Anti #4) — Int/Div
Charitable Remainder Trust — Int/Div — Section VII
Ross Stores, Inc — Buy
Target Corp. — Sold
Costco Whse Corp — Sold
Exxon Mobil Corporation — Sold (part)
Market Vectors Gold Miners — Buy
Costco Whse Corp — Sold
SPDR Gold Trust — Sold
AT&T — Sold
Automatic Data Processing — Sold
Cisco Comp. — Sold
Market Vectors Gold Miners — Buy (add'l)
Netupp, Inc — Buy
HSBC Holdings PLC ADR — Buy
Public Storage, Inc — Buy
Boston Financial Management, Inc. IRA — istmbution — Section VIII
Vanguard FTSE All World FX US Index — Buy
shares TR EAFE INDX — Sold
Exxon Mobil Corporation — Sold
Lazard Led — Buy
Public Storage Q 6.50%-CL — Buy
Total S A ADR — Buy
Healthcare REIT Inc — Buy
NETAPP Inc — Buy
Citrix Sys Inc — Sold
Novartis Capital Corp. — Sold
Wells Fargo Cap — Sold
Market Vectors Gold Miners — Buy
SPDR Gold Trust — Sold
AT&T — Sold
Diageo PLC ADR — Buy
Anadarko Pete Corp — Sold
Citrix Sys Inc. — Sold
HSBC Holdings — Buy
Financial Select Sector SPDR — Sold
HSBC Holdings — Buy
Gulf Power — Buy
Market Vectors Gold Miners — Buy
NETAPP Inc — Buy
Cisco Corp. — Sold
Market Vectors Gold Miners — Buy
United Parcel SVC Inc. CL B — Buy
Fedex Comp — Sold
HSBC Holdings PLC ADR — Buy
Lazard Ltd TB-A — Sold
Vanguard FTSE All World EX-US Index — Sold
Matthews Asia Small Cos — Buy
Federal Home Ln Bks — Sold
Boston Financial Management, Inc revocable trust — Int/Div — Section VIII
Anheuser Busch Corp. — Buy
Cisco Comp. — Buy
Diageo PLC ADR — Buy
HCP. Inc — Buy
IShares INC MSCI PAC J IDX — Buy
IShares TR MSC EMERG MKT — Buy
McCormick & Co. Inc — Buy
Northern Trust Corp — Sold
Public Storage Corp — Buy
Total ALS A ADR — Buy
Health Care REIT Inc — Buy
Intel Corp — Buy
Western Union Co. — Buy
Cisco Corp. — Sold
PowerShares Global Water Portfolio — Sold
Boston Financial Mangement, Inc. revocable trust — Int/Div — Section VII
Costco Wholesale Corp — Sold
Nextera Energy, Inc — Buy
Exelon Corp. — Sold
Total S A ADR — Buy
HSBC Holdings — Buy
Financial Select Sector SPDR — Sold
Bank of America — Interest
Stockholder, Clerk/Secretary and Director, SG Seafood Holdings, Inc., Boston, MA (closely held seafood business) a MA corporation.
Member of the Corporation, The New England Home for Little Wanderers, Boston, MA (non-profit, private child-welfure agency)
Power of Attormey/ Trustee (see NOTE in Part VII), Fidelity money market accounts (for all stockholders of SG Seafood Holdings Ine. .
Reimbursement — «mH TT — bier won SA AS sat ni ner nd Sh ma i dl ga i attend annual N.Y. LP.L A. dinner 3724/11 at Waldorf Astoria
Income — corporate clerk/secretary, director, custodian, trustee and accounting duties
Part 1, Line 5 - NOTE: None of the beneficiaries of the following trusts und accounts of which the reporting party is a trustee (or holds a power of attorney) is a
dependent of the reporting party and neither the reporting party nor his spouse has any beneficial interest in or control over the disposition of assets of such trusts
and accounts.
Part VII, Line | - Income of the reporting party reported in Section VII is attributable to his pro rata share of the income of SG Seafood Holdings, Inc. ("
Holdings") which is taxed as an S corporation whereby all corporate income is deemed passed through and taxable to the individual stockholders whether or not
such income 1s, in fact, distributed. The value of the stock holdings is appraised biennially by a certified financial analyst.
Part VII, Linc 4 - in 1997
funded charitable remainder trust of which they are the income beneficiaries for life but in which they
retain no right to principal.
Part VIL, Lines 4, 19, 52 and 68 - The assets listed on these lines {and the transactions noted in the lines that follow) are managed by Boston Financial
Management, Inc, Boston, MA and consist of stocks and bonds in publicly held companies and equity holdings based on indices listed in Attachment #2.
Part VII, Line 19 - The reporting party is now required to withdraw a certain minimum amount from his IRA account cach year.
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.