0001494234-24-000005.txt : 20240506
0001494234-24-000005.hdr.sgml : 20240506
20240503183157
ACCESSION NUMBER: 0001494234-24-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240506
DATE AS OF CHANGE: 20240503
EFFECTIVENESS DATE: 20240506
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: 24914962
MAIL ADDRESS:
STREET 1: HEMENWAY & BARNES LLP
STREET 2: 60 STATE STREET
CITY: BOSTON
STATE: MA
ZIP: 02109
13F-HR
1
primary_doc.xml
X0202
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0001314376
XXXXXXXX
03-31-2024
03-31-2024
Broderick Brian C
HEMENWAY & BARNES LLP
60 STATE STREET
BOSTON
MA
02109
13F HOLDINGS REPORT
028-11136
N
Alicia L Fazzone
Director of Operations
6176198258
Alicia L Fazzone
Boston
MA
05-03-2024
5
326
468200912
false
5
0001053914
028-06165
PUZO MICHAEL J
7
0001314377
028-11134
Kidder Stephen W
12
0001592616
028-16192
Notis-McConarty Edward
13
0001592614
028-17236
Dempze Nancy E
6
0001215208
028-10379
SOMERVILLE KURT F
INFORMATION TABLE
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DFND
07
0
39622
0
JOHNSON & JOHNSON
COM
478160104
3522259
22266
SH
DFND
05
0
22266
0
JOHNSON & JOHNSON
COM
478160104
69604
440
SH
DFND
12
0
440
0
JOHNSON & JOHNSON
COM
478160104
102823
650
SH
DFND
07,13
0
650
0
JOHNSON & JOHNSON
COM
478160104
94914
600
SH
DFND
13
0
600
0
JPMORGAN CHASE
COM
46625H100
422633
2110
SH
SOLE
2110
0
0
KIMBERLY CLARK
COM
494368103
388050
3000
SH
SOLE
3000
0
0
MARSH & MCLENNAN
COM
571748102
514950
2500
SH
SOLE
2500
0
0
MASTERCARD
COM
57636Q104
2040894
4238
SH
SOLE
4238
0
0
MASTERCARD
COM
57636Q104
440637
915
SH
DFND
06
0
915
0
MASTERCARD
COM
57636Q104
12345047
25635
SH
DFND
07
0
25635
0
MASTERCARD
COM
57636Q104
4368321
9071
SH
DFND
05
0
9071
0
MASTERCARD
COM
57636Q104
72235
150
SH
DFND
12
0
150
0
MASTERCARD
COM
57636Q104
149287
310
SH
DFND
07,13
0
310
0
MASTERCARD
COM
57636Q104
248009
515
SH
DFND
13
0
515
0
MEDTRONIC
COM
G5960L103
502420
5765
SH
SOLE
5765
0
0
MEDTRONIC
COM
G5960L103
99874
1146
SH
DFND
06
0
1146
0
MEDTRONIC
COM
G5960L103
1102622
12652
SH
DFND
07
0
12652
0
MEDTRONIC
COM
G5960L103
1182190
13565
SH
DFND
05
0
13565
0
MEDTRONIC
COM
G5960L103
30502
350
SH
DFND
12
0
350
0
MEDTRONIC
COM
G5960L103
30502
350
SH
DFND
07,13
0
350
0
MEDTRONIC
COM
G5960L103
61005
700
SH
DFND
13
0
700
0
MERCK
COM
58933Y105
2192877
16619
SH
SOLE
16619
0
0
MERCK
COM
58933Y105
42884
325
SH
DFND
07
0
325
0
MERCK
COM
58933Y105
595754
4515
SH
DFND
05
0
4515
0
MERCK
COM
58933Y105
4618
35
SH
DFND
06
0
35
0
MERCK
COM
58933Y105
9896
75
SH
DFND
07,13
0
75
0
MICROSOFT
COM
594918104
2419981
5752
SH
SOLE
5752
0
0
MICROSOFT
COM
594918104
379069
901
SH
DFND
06
0
901
0
MICROSOFT
COM
594918104
13080185
31090
SH
DFND
07
0
31090
0
MICROSOFT
COM
594918104
5773120
13722
SH
DFND
05
0
13722
0
MICROSOFT
COM
594918104
115698
275
SH
DFND
12
0
275
0
MICROSOFT
COM
594918104
111491
265
SH
DFND
07,13
0
265
0
MICROSOFT
COM
594918104
168288
400
SH
DFND
13
0
400
0
MODERNA INC
COM
60770K107
2301696
21600
SH
DFND
07
0
21600
0
NESTLE SA ADR
COM
641069406
1796373
16915
SH
SOLE
16915
0
0
NESTLE SA ADR
COM
641069406
5829106
54888
SH
DFND
07
0
54888
0
NESTLE SA ADR
COM
641069406
311060
2929
SH
DFND
06
0
2929
0
NESTLE SA ADR
COM
641069406
2707250
25492
SH
DFND
05
0
25492
0
NESTLE SA ADR
COM
641069406
63720
600
SH
DFND
12
0
600
0
NESTLE SA ADR
COM
641069406
92925
875
SH
DFND
07,13
0
875
0
NESTLE SA ADR
COM
641069406
132750
1250
SH
DFND
13
0
1250
0
NIKE INC CLASS B
COM
654106103
532397
5665
SH
SOLE
5665
0
0
NIKE INC CLASS B
COM
654106103
69169
736
SH
DFND
06
0
736
0
NIKE INC CLASS B
COM
654106103
2081563
22149
SH
DFND
07
0
22149
0
NIKE INC CLASS B
COM
654106103
1034250
11005
SH
DFND
05
0
11005
0
NIKE INC CLASS B
COM
654106103
28194
300
SH
DFND
12
0
300
0
NIKE INC CLASS B
COM
654106103
32893
350
SH
DFND
07,13
0
350
0
NIKE INC CLASS B
COM
654106103
75184
800
SH
DFND
13
0
800
0
NORFOLK SOUTHERN
COM
655844108
955762
3750
SH
SOLE
3750
0
0
NOVARTIS AG ADR
COM
66987V109
260687
2695
SH
SOLE
2695
0
0
NOVARTIS AG ADR
COM
66987V109
173050
1789
SH
DFND
06
0
1789
0
NOVARTIS AG ADR
COM
66987V109
1469329
15190
SH
DFND
07
0
15190
0
NOVARTIS AG ADR
COM
66987V109
208937
2160
SH
DFND
05
0
2160
0
NOVO NORDISK A S ADR
COM
670100205
574590
4475
SH
SOLE
4475
0
0
NOVO NORDISK A S ADR
COM
670100205
297888
2320
SH
DFND
07
0
2320
0
NOVOZYMES A S DKK 2.0
COM
B798FW902
877
15
SH
SOLE
15
0
0
NOVOZYMES A S DKK 2.0
COM
B798FW902
973531
16650
SH
DFND
07
0
16650
0
NOVOZYMES A S DKK 2.0
COM
B798FW902
151672
2594
SH
DFND
05
0
2594
0
NVIDIA CORP
COM
67066G104
3428107
3794
SH
SOLE
3794
0
0
NVIDIA CORP
COM
67066G104
189748
210
SH
DFND
06
0
210
0
NVIDIA CORP
COM
67066G104
11888139
13157
SH
DFND
07
0
13157
0
NVIDIA CORP
COM
67066G104
8757304
9692
SH
DFND
05
0
9692
0
NVIDIA CORP
COM
67066G104
203301
225
SH
DFND
12
0
225
0
NVIDIA CORP
COM
67066G104
271068
300
SH
DFND
07,13
0
300
0
NVIDIA CORP
COM
67066G104
252997
280
SH
DFND
13
0
280
0
PEMBINA PIPELINE CO
COM
706327103
417860
11824
SH
SOLE
11824
0
0
PEMBINA PIPELINE CO
COM
706327103
660858
18700
SH
DFND
05
0
18700
0
PEPSICO
COM
713448108
983906
5622
SH
SOLE
5622
0
0
PEPSICO
COM
713448108
2325008
13285
SH
DFND
07
0
13285
0
PEPSICO
COM
713448108
620410
3545
SH
DFND
05
0
3545
0
PEPSICO
COM
713448108
42002
240
SH
DFND
06
0
240
0
PEPSICO
COM
713448108
78754
450
SH
DFND
07,13
0
450
0
PEPSICO
COM
713448108
52503
300
SH
DFND
13
0
300
0
PFIZER
COM
717081103
815850
29400
SH
SOLE
29400
0
0
PFIZER
COM
717081103
133200
4800
SH
DFND
06
0
4800
0
PFIZER
COM
717081103
9712
350
SH
DFND
07,13
0
350
0
PHILLIPS 66
COM
718546104
86570
530
SH
SOLE
530
0
0
PHILLIPS 66
COM
718546104
16334
100
SH
DFND
07
0
100
0
PHILLIPS 66
COM
718546104
223776
1370
SH
DFND
05
0
1370
0
PROCTER & GAMBLE
COM
742718109
4151166
25585
SH
SOLE
25585
0
0
PROCTER & GAMBLE
COM
742718109
422499
2604
SH
DFND
06
0
2604
0
PROCTER & GAMBLE
COM
742718109
7646356
47127
SH
DFND
07
0
47127
0
PROCTER & GAMBLE
COM
742718109
3858629
23782
SH
DFND
05
0
23782
0
PROCTER & GAMBLE
COM
742718109
81125
500
SH
DFND
12
0
500
0
PROCTER & GAMBLE
COM
742718109
124932
770
SH
DFND
07,13
0
770
0
PROCTER & GAMBLE
COM
742718109
178475
1100
SH
DFND
13
0
1100
0
ROCKWELL AUTOMATION
COM
773903109
1865095
6402
SH
SOLE
6402
0
0
ROCKWELL AUTOMATION
COM
773903109
220828
758
SH
DFND
06
0
758
0
ROCKWELL AUTOMATION
COM
773903109
6862569
23556
SH
DFND
07
0
23556
0
ROCKWELL AUTOMATION
COM
773903109
3213370
11030
SH
DFND
05
0
11030
0
ROCKWELL AUTOMATION
COM
773903109
72832
250
SH
DFND
12
0
250
0
ROCKWELL AUTOMATION
COM
773903109
103422
355
SH
DFND
07,13
0
355
0
ROCKWELL AUTOMATION
COM
773903109
176255
605
SH
DFND
13
0
605
0
RTX CORPORATION
COM
75513E101
1638406
16799
SH
SOLE
16799
0
0
RTX CORPORATION
COM
75513E101
282447
2896
SH
DFND
06
0
2896
0
RTX CORPORATION
COM
75513E101
6551870
67178
SH
DFND
07
0
67178
0
RTX CORPORATION
COM
75513E101
2678564
27464
SH
DFND
05
0
27464
0
RTX CORPORATION
COM
75513E101
58518
600
SH
DFND
12
0
600
0
RTX CORPORATION
COM
75513E101
85339
875
SH
DFND
07,13
0
875
0
RTX CORPORATION
COM
75513E101
175554
1800
SH
DFND
13
0
1800
0
SCHNEIDER ELEC SA ADR
COM
80687P106
729330
16100
SH
SOLE
16100
0
0
SCHNEIDER ELEC SA ADR
COM
80687P106
151302
3340
SH
DFND
06
0
3340
0
SCHNEIDER ELEC SA ADR
COM
80687P106
3249369
71730
SH
DFND
07
0
71730
0
SCHNEIDER ELEC SA ADR
COM
80687P106
1761717
38890
SH
DFND
05
0
38890
0
SCHNEIDER ELEC SA ADR
COM
80687P106
27180
600
SH
DFND
12
0
600
0
SCHNEIDER ELEC SA ADR
COM
80687P106
36240
800
SH
DFND
07,13
0
800
0
SCHNEIDER ELEC SA ADR
COM
80687P106
99660
2200
SH
DFND
13
0
2200
0
SPDR S&P 500 ETF
COM
78462F103
5838507
11162
SH
DFND
07
0
11162
0
SPDR TOTAL STOCK MARKET PORTFO
COM
78464A805
1796200
28000
SH
DFND
13
0
28000
0
THERMO FISHER SCIENTIFIC
COM
883556102
72651
125
SH
DFND
06
0
125
0
THERMO FISHER SCIENTIFIC
COM
883556102
496935
855
SH
DFND
13
0
855
0
TJX COS
COM
872540109
1326574
13080
SH
SOLE
13080
0
0
TJX COS
COM
872540109
180629
1781
SH
DFND
06
0
1781
0
TJX COS
COM
872540109
6774755
66799
SH
DFND
07
0
66799
0
TJX COS
COM
872540109
2140469
21105
SH
DFND
05
0
21105
0
TJX COS
COM
872540109
63387
625
SH
DFND
12
0
625
0
TJX COS
COM
872540109
70994
700
SH
DFND
07,13
0
700
0
TJX COS
COM
872540109
141988
1400
SH
DFND
13
0
1400
0
TRANE TECHNOLOGIES PLC
COM
G8994E103
1175283
3915
SH
DFND
05
0
3915
0
UNION PACIFIC
COM
907818108
2420197
9841
SH
SOLE
9841
0
0
UNION PACIFIC
COM
907818108
301264
1225
SH
DFND
05
0
1225
0
UNION PACIFIC
COM
907818108
101815
414
SH
DFND
07
0
414
0
UNITED HEALTH GROUP
COM
91324P102
1511803
3056
SH
SOLE
3056
0
0
UNITED HEALTH GROUP
COM
91324P102
5843891
11813
SH
DFND
07
0
11813
0
UNITED HEALTH GROUP
COM
91324P102
166714
337
SH
DFND
06
0
337
0
UNITED HEALTH GROUP
COM
91324P102
2475479
5004
SH
DFND
05
0
5004
0
UNITED HEALTH GROUP
COM
91324P102
69258
140
SH
DFND
12
0
140
0
UNITED HEALTH GROUP
COM
91324P102
69258
140
SH
DFND
07,13
0
140
0
UNITED HEALTH GROUP
COM
91324P102
140989
285
SH
DFND
13
0
285
0
VERTEX PHARMACEUTICALS
COM
92532F100
225725
540
SH
SOLE
540
0
0
VERTEX PHARMACEUTICALS
COM
92532F100
576018
1378
SH
DFND
05
0
1378
0
VERTEX PHARMACEUTICALS
COM
92532F100
44309
106
SH
DFND
07
0
106
0
VERTEX PHARMACEUTICALS
COM
92532F100
836
2
SH
DFND
06
0
2
0
VERTEX PHARMACEUTICALS
COM
92532F100
35531
85
SH
DFND
13
0
85
0
WAL-MART STORES
COM
931142103
99280
1650
SH
DFND
05
0
1650
0
WAL-MART STORES
COM
931142103
180510
3000
SH
DFND
13
0
3000
0
XYLEM INC
COM
98419M100
639092
4945
SH
SOLE
4945
0
0
XYLEM INC
COM
98419M100
135831
1051
SH
DFND
06
0
1051
0
XYLEM INC
COM
98419M100
6416249
49646
SH
DFND
07
0
49646
0
XYLEM INC
COM
98419M100
1639539
12686
SH
DFND
05
0
12686
0
XYLEM INC
COM
98419M100
51696
400
SH
DFND
12
0
400
0
XYLEM INC
COM
98419M100
10985
85
SH
DFND
07,13
0
85
0
XYLEM INC
COM
98419M100
180936
1400
SH
DFND
13
0
1400
0
ZSCALER INC
COM
98980G102
963150
5000
SH
DFND
07
0
5000
0
AMG RIVER ROAD SMALL-MID CAP V
Equity Mutual Fu
00171A878
5494186
523256
SH
DFND
07
0
523256
0
FPA CRESCENT FUND
Equity Mutual Fu
30254T759
7200795
175973
SH
DFND
07
0
175973
0
GQG PARTNERS EMERGING MARKETS
Equity Mutual Fu
00771X419
5244378
299850
SH
DFND
07
0
299850
0
MATTHEWS ASIA DIVIDEND FUND
Equity Mutual Fu
577125107
1425926
102881
SH
DFND
07
0
102881
0
NEUBERGER BERMAN ALTERN LONG S
Equity Mutual Fu
64128R608
7042279
395412
SH
DFND
07
0
395412
0
ROBECO BOSTON PARTNERS LONG SH
Equity Mutual Fu
74925K581
6943832
482546
SH
DFND
07
0
482546
0