Joan N. Ericksen

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

136
investments
1
positions
0
gifts
0
agreements
0
debts
6
reimbursements
1
income
0
spouse income

Named parties

NCBE, Multistate Bar Drafting Committee
EARLS AH hb, Foundation. Inc.
National Conference of Bar Examiners
Kaufman Secunities Law
American Association for Justice
Lawyers for Civil Justice
National Conterence of Bar Examiners

As filed

Fidelity Advisor 529 Aggressive Growth C1 C(FFCGX) — None

Trust #1 (H)

Charles Schwab Cash (cash account) (Y)

Accenture PLC Class A (ACN) — Int/Div — Sold (part)

Becton Dickson & Co (BDX) — None — Buy

Becton Dickson & Co (BDX) — Sold

Check PT Software (CHKP) — None — Buy (add'l)

Church & Dwight Co (CHD) — Int/Div — Buy

Church & Dwight Co (CHD) — Sold (part)

Cognizant Tech Solu Class A (CTSH) — Int/Div — Sold (part)

Cognizant Tech Solu Class A (CTSH) — Buy (add'l)

CR Bard Incorporate (BCR) — None — Sold

CVS Health Corp (CVS) — Int/Div — Buy (add'l)

Danaher Corp (DHR) — Int/Div

Ecolab Inc (ECL) — Int/Div

Expeditors Intl Wash (EXPD) — Int/Div — Sold (part)

Fastenal Co (FAST) — Int/Div — Sold (part)

Fedex Corporation (FDX) — Int/Div — Sold (part)

Fedex Corporation (FDX) — Buy (add'l)

Franklin Resources (BEN) — Int/Div — Buy (add'l)

Minos Tool Works (1TW) — Int/Div — Buy (add'l)

Johnson & Johnson (JNJ) — Int/Div — Sold (part)

Johnson Cts Intl (JCI) — Int/Div — Sold

Medtronic PLC (MDT) — Int/Div

Microsoft Corp (MSFT) — Int/Div — Sold (part)

Novartis AG ADR (NVS) — Int/Div — Buy (add'l)

Novartis AG ADR (NVS) — Sold

Proctor & Gamble (PG) — Int/Div — Buy (add'l)

Qualcomm Ine (QCOM) — Int/Div — Buy (add'l)

Qualcomm Ine (QCOM) — Sold (part)

Qualcomm Ine (QCOM) — Buy (add'l)

Sherwm Willams Co (SHW) — Int/Div

Soap On Inc (SNA) — Int/Div — Buy

Soap On Inc (SNA) — Buy (add'l)

Stryker Corp (SYK) — Int/Div

Thermo Fisher Scientific (TMO) — Int/Div — Sold (part)

Thermo Fisher Scientific (TMO) — Sold (part)

Visa lnc Class A (V) — Int/Div — Sold (part)

Wal-mart Stores Inc (WMT) — Int/Div — Buy (add'l)

Wal-mart Stores Inc (WMT) — Sold (part)

Walgreens Boots Alliance (WBA) — Int/Div — Buy

Walgreens Boots Alliance (WBA) — Sold (part)

Walt Disney Co (DIS) — Int/Div

IRA #1 (H)

Charles Schwab Cash (cash account) (Y)

Accenture PLC Class A (ACN) — Int/Div

Becton Dickinson & Co (BDX) — None — Buy

Becton Dickinson & Co (BDX) — Sold

Check PT Software (CHKP) — None — Buy (add'l)

Church & Dwight Co (CHD) — Int/Div — Buy

Church & Dwight Co (CHD) — Sold (part)

Cognizant Tech Solu Class A (CTSH) — Int/Div — Sold (part)

Cognizant Tech Solu Class A (CTSH) — Sold (part)

Cognizant Tech Solu Class A (CTSH) — Buy (add'l)

CR Bard Incorporate (BCR) — None — Sold

CVS Health Corp (CVS) — Int/Div — Buy (add'l)

Danaher Corp (DHR) — Int/Div

Ecolab Inc (ECL) — Int/Div

Expeditors Intl Wash (EXPD) — Int/Div — Sold (part)

Fastenal Co (FAST) — Int/Div

Fedex Corporation (FDX) — Int/Div — Sold (part)

Fedex Corporation (FDX) — Buy (add'l)

Franklin Resources (BEN) — Int/Div — Buy (add'l)

Franklin Resources (BEN) — Buy (add'l)

Minois Tool Works (1TW) — Int/Div — Buy (add'l)

Johnson & Johnson (JNJ) — Int/Div — Buy (add'l)

Johnson & Johnson (JNJ) — Sold (part)

Johnson Ctls Intl (JCI) — Int/Div — Buy (add'l)

Johnson Ctls Intl (JCI) — Sold

Medtronic PLC (MDT) — Int/Div — Sold (part)

Medtronic PLC (MDT) — Buy (add'l)

Microsoft Corp (MSFT) — Int/Div — Sold (part)

Microsoft Corp (MSFT) — Sold (part)

Novartis AG ADR (NVS) — Int/Div — Buy (add'l)

Novartis AG ADR (NVS) — Sold

Proctor & Gamble (PG) — Int/Div — Buy (add'l)

Qualcomm Ine (QCOM) — Int/Div — Sold (part)

Qualcomm Ine (QCOM) — Buy (add'l)

Sherwin Williams Co (SHW) — Int/Div — Sold (part)

Sherwin Williams Co (SHW) — Buy (add'l)

Soap On Inc (SNA) — Int/Div — Buy

Soap On Inc (SNA) — Buy (add'l)

Stryker Corp (SYK) — Int/Div — Sold (part)

Thermo Fisher Sentfe (TMO) — Int/Div — Sold (part)

Visa lnc Class A (V) — Int/Div — Sold (part)

Visa lnc Class A (V) — Sold (part)

Wal-mart Stores Inc (WMT) — Int/Div — Sold (part)

Wal-mart Stores Inc (WMT) — Buy (add'l)

Wal-mart Stores Inc (WMT) — Sold (part)

Walgreens Boots Alliance (WBA) — Int/Div — Buy

Walt Disney Co (DIS) — Int/Div

IRA #2 (H)

Charles Schwab Cash ( cash account) (Y)

Accenture PLC Class A (ACN) — Int/Div

Becton Dickson & Co (BDX) — None — Buy

Becton Dickson & Co (BDX) — Sold

Check PT Software (CHKP) — None

Church & Dwight Co (CHD) — Int/Div — Buy

Church & Dwight Co (CHD) — Sold (part)

Cognizant Tech Solu Class A (CTSH) — Int/Div — Sold (part)

CR Bard Incorporate (BCR) — None — Sold

CVS Health Corp (CVS) — Int/Div — Buy (add'l)

Danaher Corp (DHR) — Int/Div

Ecolab Inc (ECL) — Int/Div

Expeditors Intl Wash (EXPD) — Int/Div — Sold (part)

Fastenal Co (FAST) — Int/Div

Fedex Corporation (FDX) — Int/Div — Sold (part)

Fedex Corporation (FDX) — Buy (add'l)

Franklin Resources (BEN) — Int/Div — Buy (add'l)

Nimois Tool Works (1 TW) — Int/Div

Johnson & Johnson (JNJ) — Int/Div — Buy (add'l)

Johnson Ctls Intl JC — Int/Div — Buy (add'l)

Johnson Ctls Intl JC — Sold

Medtronic PLC (MDT) — Int/Div — Sold (part)

Medtronic PLC (MDT) — Buy (add'l)

Microsoft Corp (MSFT) — Int/Div — Sold (part)

Novartis AG ADR (NVS) — Int/Div — Buy (add'l)

Novartis AG ADR (NVS) — Sold

Proctor & Gamble (PG) — Int/Div — Buy (add'l)

Qualcomm Inc (QCOM) — Int/Div

Sherwin Williams Co (SHW) — Int/Div — Sold (part)

Snap On Inc (SNA) — Int/Div — Buy

Stryker Corp (SYK) — Int/Div

Thermo Fisher Sentfe (TMO) — Int/Div

Visa Inc Class A (V) — Int/Div — Sold (part)

Wal-mart Stores Inc (WMT) — Int/Div

Walgreens Boots Alliance (WBA) — Int/Div — Buy

Walt Disney Co (DIS) — Int/Div

Committee Member, NCBE, Multistate Bar Drafting Committee

Reimbursement — EARLS AH hb, Foundation. Inc. — Analysis Seminar for Federal Judges — Tr va TT ror sam. T= Hae,

Reimbursement — National Conference of Bar Examiners — Mar, 15-18. 201% — Charleston, SC — Prepare bar examination questions — Transportation, lodging, and meals

Reimbursement — Kaufman Secunities Law — Apr. 6-9, 2018 — New York, NY — Moot Court Judge — Transportation, lodging, and meals

Reimbursement — American Association for Justice — July 10, 2018 — Denver. CO — Meeting — Transportation and meals

Reimbursement — National Conference of Bar Examiners — Sept. 6-8, 2018 — Minneapolis, MN — Prepare bar examination questions — Transportation, lodging, and meals

Reimbursement — Lawyers for Civil Justice — Sept. 14, 2018 — Washington, DC — Meeting — Transportation, lodging, and meals

Income — 2018 — National Conterence of Bar Examiners — S7.000.00

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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.