0001314376-24-000008.txt : 20240214
0001314376-24-000008.hdr.sgml : 20240214
20240213204409
ACCESSION NUMBER: 0001314376-24-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240213
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Broderick Brian C
CENTRAL INDEX KEY: 0001314376
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11136
FILM NUMBER: 24631463
MAIL ADDRESS:
STREET 1: HEMENWAY & BARNES LLP
STREET 2: 60 STATE STREET
CITY: BOSTON
STATE: MA
ZIP: 02109
13F-HR
1
primary_doc.xml
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12-31-2023
12-31-2023
Broderick Brian C
HEMENWAY & BARNES LLP
60 STATE STREET
BOSTON
MA
02109
13F HOLDINGS REPORT
028-11136
N
Alicia L Fazzone
Director of Operations
617-619-8258
Alicia L Fazzone
Boston
MA
02-13-2024
5
319
400652487
false
5
0001053914
028-06165
PUZO MICHAEL J
6
0001215208
028-10379
SOMERVILLE KURT F
7
0001314377
028-11134
Kidder Stephen W
12
0001592616
028-16192
Notis-McConarty Edward
13
0001592614
028-17236
Dempze Nancy E
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COM
57636Q104
1634813
3833
SH
SOLE
3833
0
0
MASTERCARD
COM
57636Q104
389404
913
SH
DFND
06
0
913
0
MASTERCARD
COM
57636Q104
11040211
25885
SH
DFND
07
0
25885
0
MASTERCARD
COM
57636Q104
3911523
9171
SH
DFND
05
0
9171
0
MASTERCARD
COM
57636Q104
127953
300
SH
DFND
12
0
300
0
MASTERCARD
COM
57636Q104
132218
310
SH
DFND
07,13
0
310
0
MASTERCARD
COM
57636Q104
219653
515
SH
DFND
13
0
515
0
MCDONALDS CORP
COM
580135101
74127
250
SH
SOLE
250
0
0
MCDONALDS CORP
COM
580135101
126017
425
SH
DFND
07
0
425
0
MEDTRONIC
COM
G5960L103
334875
4065
SH
SOLE
4065
0
0
MEDTRONIC
COM
G5960L103
94407
1146
SH
DFND
06
0
1146
0
MEDTRONIC
COM
G5960L103
1048862
12732
SH
DFND
07
0
12732
0
MEDTRONIC
COM
G5960L103
1117485
13565
SH
DFND
05
0
13565
0
MEDTRONIC
COM
G5960L103
70023
850
SH
DFND
12
0
850
0
MEDTRONIC
COM
G5960L103
28833
350
SH
DFND
07,13
0
350
0
MEDTRONIC
COM
G5960L103
57666
700
SH
DFND
13
0
700
0
MERCK
COM
58933Y105
128098
1175
SH
SOLE
1175
0
0
MERCK
COM
58933Y105
35431
325
SH
DFND
07
0
325
0
MERCK
COM
58933Y105
492225
4515
SH
DFND
05
0
4515
0
MERCK
COM
58933Y105
163530
1500
SH
DFND
12
0
1500
0
MERCK
COM
58933Y105
3816
35
SH
DFND
06
0
35
0
MERCK
COM
58933Y105
8176
75
SH
DFND
07,13
0
75
0
MICROSOFT
COM
594918104
1279288
3402
SH
SOLE
3402
0
0
MICROSOFT
COM
594918104
338812
901
SH
DFND
06
0
901
0
MICROSOFT
COM
594918104
11686571
31078
SH
DFND
07
0
31078
0
MICROSOFT
COM
594918104
5154380
13707
SH
DFND
05
0
13707
0
MICROSOFT
COM
594918104
515175
1370
SH
DFND
12
0
1370
0
MICROSOFT
COM
594918104
99651
265
SH
DFND
07,13
0
265
0
MICROSOFT
COM
594918104
150416
400
SH
DFND
13
0
400
0
MODERNA INC
COM
60770K107
954720
9600
SH
DFND
07
0
9600
0
NESTLE SA ADR
COM
641069406
1236763
10675
SH
SOLE
10675
0
0
NESTLE SA ADR
COM
641069406
6313920
54498
SH
DFND
07
0
54498
0
NESTLE SA ADR
COM
641069406
339342
2929
SH
DFND
06
0
2929
0
NESTLE SA ADR
COM
641069406
2956298
25517
SH
DFND
05
0
25517
0
NESTLE SA ADR
COM
641069406
312811
2700
SH
DFND
12
0
2700
0
NESTLE SA ADR
COM
641069406
99636
860
SH
DFND
07,13
0
860
0
NESTLE SA ADR
COM
641069406
144820
1250
SH
DFND
13
0
1250
0
NIKE INC CLASS B
COM
654106103
438623
4040
SH
SOLE
4040
0
0
NIKE INC CLASS B
COM
654106103
79908
736
SH
DFND
06
0
736
0
NIKE INC CLASS B
COM
654106103
1890095
17409
SH
DFND
07
0
17409
0
NIKE INC CLASS B
COM
654106103
1194813
11005
SH
DFND
05
0
11005
0
NIKE INC CLASS B
COM
654106103
97713
900
SH
DFND
12
0
900
0
NIKE INC CLASS B
COM
654106103
37999
350
SH
DFND
07,13
0
350
0
NIKE INC CLASS B
COM
654106103
86856
800
SH
DFND
13
0
800
0
NOVARTIS AG ADR
COM
66987V109
539180
5340
SH
SOLE
5340
0
0
NOVARTIS AG ADR
COM
66987V109
182150
1804
SH
DFND
06
0
1804
0
NOVARTIS AG ADR
COM
66987V109
243439
2411
SH
DFND
05
0
2411
0
NOVARTIS AG ADR
COM
66987V109
1701849
16855
SH
DFND
07
0
16855
0
NOVARTIS AG ADR
COM
66987V109
100970
1000
SH
DFND
12
0
1000
0
NOVARTIS AG ADR
COM
66987V109
55533
550
SH
DFND
13
0
550
0
NOVO NORDISK A S ADR
COM
670100205
535871
5180
SH
SOLE
5180
0
0
NOVO NORDISK A S ADR
COM
670100205
258625
2500
SH
DFND
07
0
2500
0
NOVOZYMES A S DKK 2.0
COM
B798FW902
822
15
SH
SOLE
15
0
0
NOVOZYMES A S DKK 2.0
COM
B798FW902
942757
17200
SH
DFND
07
0
17200
0
NOVOZYMES A S DKK 2.0
COM
B798FW902
142181
2594
SH
DFND
05
0
2594
0
NVIDIA CORP
COM
67066G104
976574
1972
SH
SOLE
1972
0
0
NVIDIA CORP
COM
67066G104
104987
212
SH
DFND
06
0
212
0
NVIDIA CORP
COM
67066G104
6869197
13871
SH
DFND
07
0
13871
0
NVIDIA CORP
COM
67066G104
5498923
11104
SH
DFND
05
0
11104
0
NVIDIA CORP
COM
67066G104
643786
1300
SH
DFND
12
0
1300
0
NVIDIA CORP
COM
67066G104
173327
350
SH
DFND
07,13
0
350
0
NVIDIA CORP
COM
67066G104
143614
290
SH
DFND
13
0
290
0
PEMBINA PIPELINE CO
COM
706327103
145390
4224
SH
SOLE
4224
0
0
PEMBINA PIPELINE CO
COM
706327103
650538
18900
SH
DFND
05
0
18900
0
PEMBINA PIPELINE CO
COM
706327103
103260
3000
SH
DFND
12
0
3000
0
PEPSICO
COM
713448108
715366
4212
SH
SOLE
4212
0
0
PEPSICO
COM
713448108
2275007
13395
SH
DFND
07
0
13395
0
PEPSICO
COM
713448108
610575
3595
SH
DFND
05
0
3595
0
PEPSICO
COM
713448108
40762
240
SH
DFND
06
0
240
0
PEPSICO
COM
713448108
76428
450
SH
DFND
07,13
0
450
0
PEPSICO
COM
713448108
50952
300
SH
DFND
13
0
300
0
PFIZER
COM
717081103
47619
1654
SH
SOLE
1654
0
0
PFIZER
COM
717081103
138192
4800
SH
DFND
06
0
4800
0
PFIZER
COM
717081103
20153
700
SH
DFND
07,13
0
700
0
PHILLIPS 66
COM
718546104
53922
405
SH
SOLE
405
0
0
PHILLIPS 66
COM
718546104
13314
100
SH
DFND
07
0
100
0
PHILLIPS 66
COM
718546104
182402
1370
SH
DFND
05
0
1370
0
PROCTER & GAMBLE
COM
742718109
1473753
10057
SH
SOLE
10057
0
0
PROCTER & GAMBLE
COM
742718109
403571
2754
SH
DFND
06
0
2754
0
PROCTER & GAMBLE
COM
742718109
6971201
47572
SH
DFND
07
0
47572
0
PROCTER & GAMBLE
COM
742718109
3504064
23912
SH
DFND
05
0
23912
0
PROCTER & GAMBLE
COM
742718109
219810
1500
SH
DFND
12
0
1500
0
PROCTER & GAMBLE
COM
742718109
112836
770
SH
DFND
07,13
0
770
0
PROCTER & GAMBLE
COM
742718109
161194
1100
SH
DFND
13
0
1100
0
ROCHE HLDG LTD ADR
COM
771195104
66663
1840
SH
SOLE
1840
0
0
ROCHE HLDG LTD ADR
COM
771195104
317918
8775
SH
DFND
05
0
8775
0
ROCKWELL AUTOMATION
COM
773903109
1150949
3707
SH
SOLE
3707
0
0
ROCKWELL AUTOMATION
COM
773903109
235344
758
SH
DFND
06
0
758
0
ROCKWELL AUTOMATION
COM
773903109
6975244
22466
SH
DFND
07
0
22466
0
ROCKWELL AUTOMATION
COM
773903109
3402861
10960
SH
DFND
05
0
10960
0
ROCKWELL AUTOMATION
COM
773903109
350842
1130
SH
DFND
12
0
1130
0
ROCKWELL AUTOMATION
COM
773903109
110220
355
SH
DFND
07,13
0
355
0
ROCKWELL AUTOMATION
COM
773903109
187840
605
SH
DFND
13
0
605
0
RTX CORPORATION
COM
75513E101
1031472
12259
SH
SOLE
12259
0
0
RTX CORPORATION
COM
75513E101
243669
2896
SH
DFND
06
0
2896
0
RTX CORPORATION
COM
75513E101
5098716
60598
SH
DFND
07
0
60598
0
RTX CORPORATION
COM
75513E101
2310821
27464
SH
DFND
05
0
27464
0
RTX CORPORATION
COM
75513E101
176694
2100
SH
DFND
12
0
2100
0
RTX CORPORATION
COM
75513E101
73622
875
SH
DFND
07,13
0
875
0
RTX CORPORATION
COM
75513E101
151452
1800
SH
DFND
13
0
1800
0
SCHNEIDER ELEC SA ADR
COM
80687P106
317071
7895
SH
SOLE
7895
0
0
SCHNEIDER ELEC SA ADR
COM
80687P106
86346
2150
SH
DFND
06
0
2150
0
SCHNEIDER ELEC SA ADR
COM
80687P106
1312461
32680
SH
DFND
07
0
32680
0
SCHNEIDER ELEC SA ADR
COM
80687P106
1209047
30105
SH
DFND
05
0
30105
0
SCHNEIDER ELEC SA ADR
COM
80687P106
84338
2100
SH
DFND
12
0
2100
0
SCHNEIDER ELEC SA ADR
COM
80687P106
20080
500
SH
DFND
07,13
0
500
0
SCHNEIDER ELEC SA ADR
COM
80687P106
56225
1400
SH
DFND
13
0
1400
0
SPDR S&P 500 ETF
COM
78462F103
5305410
11162
SH
DFND
07
0
11162
0
SPDR TOTAL STOCK MARKET PORTFO
COM
78464A805
1695050
29000
SH
DFND
13
0
29000
0
THERMO FISHER SCIENTIFIC
COM
883556102
66349
125
SH
DFND
06
0
125
0
THERMO FISHER SCIENTIFIC
COM
883556102
453825
855
SH
DFND
13
0
855
0
TJX COS
COM
872540109
865866
9230
SH
SOLE
9230
0
0
TJX COS
COM
872540109
167076
1781
SH
DFND
06
0
1781
0
TJX COS
COM
872540109
6273919
66879
SH
DFND
07
0
66879
0
TJX COS
COM
872540109
1979860
21105
SH
DFND
05
0
21105
0
TJX COS
COM
872540109
185275
1975
SH
DFND
12
0
1975
0
TJX COS
COM
872540109
63322
675
SH
DFND
07,13
0
675
0
TJX COS
COM
872540109
131334
1400
SH
DFND
13
0
1400
0
TRANE TECHNOLOGIES PLC
COM
G8994E103
954868
3915
SH
DFND
05
0
3915
0
UNION PACIFIC
COM
907818108
300884
1225
SH
DFND
05
0
1225
0
UNION PACIFIC
COM
907818108
119371
486
SH
DFND
07
0
486
0
UNION PACIFIC
COM
907818108
280007
1140
SH
DFND
12
0
1140
0
UNITED HEALTH GROUP
COM
91324P102
883417
1678
SH
SOLE
1678
0
0
UNITED HEALTH GROUP
COM
91324P102
5774323
10968
SH
DFND
07
0
10968
0
UNITED HEALTH GROUP
COM
91324P102
153729
292
SH
DFND
06
0
292
0
UNITED HEALTH GROUP
COM
91324P102
2555485
4854
SH
DFND
05
0
4854
0
UNITED HEALTH GROUP
COM
91324P102
205323
390
SH
DFND
12
0
390
0
UNITED HEALTH GROUP
COM
91324P102
73706
140
SH
DFND
07,13
0
140
0
UNITED HEALTH GROUP
COM
91324P102
150044
285
SH
DFND
13
0
285
0
WAL-MART STORES
COM
931142103
86707
550
SH
DFND
05
0
550
0
WAL-MART STORES
COM
931142103
157650
1000
SH
DFND
13
0
1000
0
XYLEM INC
COM
98419M100
562651
4920
SH
SOLE
4920
0
0
XYLEM INC
COM
98419M100
117905
1031
SH
DFND
06
0
1031
0
XYLEM INC
COM
98419M100
1445053
12636
SH
DFND
05
0
12636
0
XYLEM INC
COM
98419M100
5601124
48978
SH
DFND
07
0
48978
0
XYLEM INC
COM
98419M100
45744
400
SH
DFND
12
0
400
0
XYLEM INC
COM
98419M100
9721
85
SH
DFND
07,13
0
85
0
XYLEM INC
COM
98419M100
160104
1400
SH
DFND
13
0
1400
0
ZSCALER INC
COM
98980G102
443120
2000
SH
DFND
07
0
2000
0
AMG RIVER ROAD SMALL-MID CAP V
Equity Mutual Fu
00171A878
5086047
523256
SH
DFND
07
0
523256
0
FPA CRESCENT FUND
Equity Mutual Fu
30254T759
6797818
175973
SH
DFND
07
0
175973
0
GQG PARTNERS EMERGING MARKETS
Equity Mutual Fu
00771X419
4758621
299850
SH
DFND
07
0
299850
0
MATTHEWS ASIA DIVIDEND FUND
Equity Mutual Fu
577125107
1409465
102881
SH
DFND
07
0
102881
0
NEUBERGER BERMAN ALTERN LONG S
Equity Mutual Fu
64128R608
6895977
395412
SH
DFND
07
0
395412
0
ROBECO BOSTON PARTNERS LONG SH
Equity Mutual Fu
74925K581
6384079
482546
SH
DFND
07
0
482546
0