William Horsley Orrick 3
2013Annual
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What was filed
199
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Trust #1
- Coblentz Patch Duity & Bass LLP sulary
As filed
ADT Corporation
21st Century Fox (x)
First Republic checking accounts — Interest
OmePacificCoast Bank accounts — Interest
Rental property £1, pn . CA — Reat
401K #1 — Int/Div
Dodge & Cox Stock Fund
Fidelity Diversified Intemational Fund
Spartan 500 Index Fund
Vanguard Total Bond Market
Coblentz, Patch, Duffy & Bass LLP Cash Balance Plan — Interest
Vanguard Int'l Growth Fund — Int/Div
Vanguard Int'l Growth Fund — Int/Div
Vanguard Int'l Growth Fund — Int/Div
Vanguard European Stock Index — Int/Div — Sold
Dodge & Cox Stock Fund — Int/Div
Trust #1 — Int/Div
12% interest in rental property #1. pm J CA.
General Electric Common Stock ("Com")
IBM Com
EliLilly & Co Com
Express Scripts Hldg Co Com
Merck & Co Com
Monsanto Co Com
Pfizer Com
Proctor & Gamble Com
Rayomier Com
JM Smucker Com
First Republic Bank account
Trust #2 — Int/Div
Aegon N V NY Registry ADR
Diageo PLC Spon ADR New
Enceson LM Tel Co ADR B SEK 10
Glaxosmithkline PLC Spons ADR
HSBC Hidgs PLC Spon ADR NEW
Nokia Corp Spon ADR
Novartis ADR
Adobe Systems
Roche Hldg Ltd Spon ADR
Sanofi Spon ADR
Vodafone Group PLC New Spon ADR New
3M CoCom
Amencan Express Co Com
Amgen Inc Com — Sold
AOL Inc Com
Apache Corp (x)
Baker Hughes, Inc. Com
Bank of America Com
Bank of New York Mellon Com
BB&T Corp Com
Boston Scientific Corp Com
Cadence Design System Inc Com
BMC Software — Sold
Capital One Fin'l Corp Com
Compuware — Sold
Charles Schwab Corp (x)
Chevron Corp Com
Chubb Corp Com
Comcast Corp new CLA com — Sold (part)
Computer Sciences Corp Com
Dow Chemical Com
EBay Inc Com
Fedex Corp Com
General Electric Com
Hewlett Packard Co Com
Home Depot Inc Com — Sold (part)
IBM Com
Liberty Interactive Corporation Int Com Ser A
El Lilly Com
Coming
Mallinckrodt PLC — Sold
Medtronic. Inc Com
Merck & Co New Com
Microsoft Com
Molex Inc Cl A — Sold
NetApp (x)
News Corp Cl A
Occidental Petroleum Corp Del Com — Sold
Pfizer Com
Pitney Bowes Com — Sold
Proctor & Gamble Com
Charles Schwab Corp New Com
Sprint Nextel Corp com ser — Sold (part)
Suntrust Bks Inc Com
Symantec Corp Com
Target Corp Com
Time Warmer Cable Inc Com
Time Wamer lnc com
Travelers Companies Inc Com
Union Pacific Com
US Bancorp Del com new
Vulcan Materials Co Com
Walmart Stores Inc Com
Wells Fargo & Co
Xerox Corp Com
Covidien PLC Shs Com
Philips Electrs NY
Schlumberger Lid
TE Connectivity Ltd Reg com shs
Tyeo International Ltd Com
Union Bank account (y)
Schwab CA Muni Money Fund (x)
Trust# 3 — Int/Div
Pasadena Calif Aree cnty College Dist GO College bonds
Calif. St Dept Wir Res Cent Vy Proj bonds — Sold
Santa Clara Vy Calif Transn Auth Sales T Sales Tax Rev Bd
LA Cty Calif Met Transn Auth S Meas, R senior sales tax bd
Calif St Univ Rev systemwide Rev Bds y)
Santa Clara Ca Uni Sch Dist GO Bds
Calif $t GO Refunding bonds (y)
LA Calif Uni Sch Dist GO
Aegon N V NY Registry sh ADR
Enceson LM Tel Co ADR B sek 10
Glaxosmithkline PLC Spons ADR
Novartis AG Spons ADR
Panasonic Corp ADR
Sanofi Spons ADR
Sony Corp ADR — Sold
Vodafone Group PLC New Spons ADR new
3M Co Com
21st Century Fox (x)
American Express Co Com
Amgen Inc Com — Sold
AOL Inc Com — Sold
Berkshire Hathaway Inc Del C1 B new Com
Capital One Fin'l Corp Com
Chevron Corp Com
Comcast Corp new cl A com
Computer Sciences Corp com
Domtar Corp Com
Dow Chem Com
EBay Inc Com
Exxon Mobil Corp Com
Fedex Corp Com
General Electric Com
Hewlett Packard Com
Home Depot Com
Honeywell Int'l Com
IBM Com
Kimberly Clark Corp Com
Eli Lilly & Co Com
Mallinckrodt PLC — Sold
Merck & Co Com
Motorola Solutions Inc Com new
News Corp Cl A com
Pfizer Com
Proctor & Gamble Co Com
Charles Schwab Corp new com
Sprint Nextel Corp com ser — Sold (part)
Target Corp Com
Time Wamer Cable Inc Com
Time Wamer Ing
Travelers Companies Inc Com
Union Pac Corp Com
Verizon (x)
Walmart Stores Com
Wells Fargo & Co new com
Covidien PLC com
TE Connectivity Ltd Reg Shs Com
Union Bank account (v)
Schwab CA Mum Money Fund (x)
TIAA-CREF: Cref Stock Fund — Int/Div
TIAA Traditional Annuity — Interest
529 A College Funds
American Funds AMCAP Fund — Int — Sold (part)
American Funds AMCAP Fund — Sold (part)
American Funds American High-Income Trust — hy — Sold (part)
American Funds American High-Income Trust — Sold (part)
American Funds American High-Income Trust — Sold (part)
American Funds American High-Income Trust — Sold
American Funds Bond Fund of America — Int/Div — Sold (part)
American Funds Bond Fund of America — Sold (part)
American Funds Income Fund of America — Int/Div — Sold
American Funds -Intermediate Bond Fund of America — Int/Div — Sold (part)
American Funds -Intermediate Bond Fund of America — Sold
American Funds New Perspective Fund — Int/Div — Sold (part)
American Funds New Perspective Fund — Sold
American Funds Washington Mutual Investors Fund — Int/Div — Sold (part)
American Funds Washington Mutual Investors Fund — Sold (part)
American Funds Washington Mutual Investors Fund — Sold (part)
JP Morgan Chase Bank NA, HSA Custodian — Interest
Trust #4 : Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #4 : Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Int/Div — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #5: Dodge & Cox Stock Fund — Sold (part)
Trust #6: Dodge & Cox Stock Fund — Int/Div
Orphagen Pharmaceuticals preferred shares — None
Co-Trustee, Trust #1
Agreement — 2007 — Coblentz, Patch Duffy & Bass LLP Cash Balance Plan, a pension plan with law firm, no control (Part VII, line 10)
Income — 2013 — Coblentz Patch Duity & Bass LLP sulary — SKY 844.00
In Part VIL, | have listed Rental Property #1 twice, in lines 4 and 19. 12% of the property is held in Trust #1 (line 19), and 21 1/3% 1s owned by me separately (line
4), and the gross values of those percentage interests are estimated accordingly. Rental Property #1 1s rented--my share of the gross rent is reflected on line 4,
I inadvertently failed to include Mallinckrodt PLC in my prior reports (lines 75 and 151). T apparently purchased it on 12-15-2008 and sold it last year on
07/17/2013.
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.