Norman H. Stahl
2014Annual
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What was filed
867
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Tufts Medical Center Board of Govenors
- Warren B. Rudman Center for Justice, Leadership and Public Policy
As filed
Nestle
Ashland House Associates, LP, 9%, Bedford, NH - Rental Income — Rent
Citizen's Bank, Cash, Checking and MM — Interest
Trust # 1 « Common Stocks — Int/Div
Exxon Mobil
Kellogg Co
Pepsico
Charles Schwab Corp.
EBAY Ix
Google, Inc. Class A (Note 1)
Google, Inc. Class € — from line 1)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Nestle SA
Coca Cola Company — Sold (part)
Coca Cola Company — Sold
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Sold (part)
Diageo PLC — Sold (part)
McDonalds Corp — Sold (part)
McDonalds Corp — Sold
Scripps NTWK
Time Warner Inc — Buy (add'l)
Time Warner Inc — Sold (part)
Time, Inc — from line 28)
Time, Inc — Sold (part)
Time, Inc — Sold
Anheuser-Busch InBev
Walt Disney Co — Sold (part)
William Sonoma
Cheesecake Factory Inc
Blackrock. Inc — Sold (part)
Blackrock. Inc — Sold (part)
Blackrock. Inc — Sold
Coach Inc — Sold
Dominos Pizza Inc — Sold
Nike Inc. Class B — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Qualcomm — Sold (part)
Qualcomm — Sold (part)
Qualcomm — Sold
PetSmart — Sold (part)
S10. — Sold (part)
S10. — Sold
DirectTV — Sold
Marmot — Sold (part)
Marmot — Sold
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
Dick's Sporting — Sold
Umlever — Buy (add'l)
Umlever — Sold (part)
Umlever — Sold (part)
Umlever — Sold (part)
Umlever — Sold
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Sold (part)
Grainger — Buy
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Whole Foods — Buy
Whole Foods — Buy (add'l)
Whole Foods — Buy (add'l)
Starbucks — Buy
Starbucks — Buy (add'l)
AMC Networks Inc — Buy
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
Panera Bread — Buy
Panera Bread — Buy (add'l)
Panera Bread — Buy (add'l)
Panera Bread — Buy (add'l)
Panera Bread — Sold (part)
Panera Bread — Sold
Visalnc CL A — Buy
Visalnc CL A — Buy (add'l)
Visalnc CL A — Buy (add'l)
Visalnc CL A — Buy (add'l)
LVMH MOET — Buy
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
United Parcel Service — Buy
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
The Priceline Group — Buy
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
Trust # -Money Market Accounts — Int/Div
Acct, Schwab Govt Money Fund
Trust # 1 -- Treasury Bonds/Bills — Interest
US Treas Note (6, 03/15/14 — Matured
US Treas Note 25%. Due 09/30/14 — Buy
US Treas Note 25%. Due 09/30/14 — Buy (add'l)
US Treas Note 25%. Due 09/30/14 — Matured
US Treas Note 25%. Due 03/31/15 — Buy
Trust # 2 — Common Stock (IRA) — Int/Div
Apple — Buy (add'l)
Apple — Sold (part)
Apple — Buy (add'l)
Apple — Buy (add'l)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Buy (add'l)
Google, Inc. Class A (Note 1) — Sold (part)
Google, Inc. Class A (Note 1) — Sold (part)
Google, Inc. Class A (Note 1) — Sold (part)
Google, Inc. Class A (Note 1) — Buy (add'l)
Google, Inc. Class A (Note 1) — Buy (add'l)
Google, Inc. Class A (Note 1) — Sold (part)
Google, Inc. Class € — from line 132)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
Google, Inc. Class € — Buy (add'l)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold
Diageo PLC — Sold (part)
Diageo PLC — Sold (part)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Sold (part)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Sold (part)
Diageo PLC — Sold (part)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Sold (part)
Nestle — Sold (part)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Scripps Networks Interactive — Sold (part)
Scripps Networks Interactive — Sold (part)
Scripps Networks Interactive — Buy (add'l)
Scripps Networks Interactive — Sold (part)
Scripps Networks Interactive — Buy (add'l)
Scripps Networks Interactive — Buy (add'l)
Scripps Networks Interactive — Buy (add'l)
Scripps Networks Interactive — Buy (add'l)
Scripps Networks Interactive — Sold (part)
Time Warner — Buy (add'l)
Time Warner — Buy (add'l)
Time Warner — Buy (add'l)
Time Warner — Sold (part)
Time Warner — Buy (add'l)
Time Warner — Buy (add'l)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time Warner — Sold (part)
Time, Inc — from line 189)
Time, Inc — Sold (part)
Time, Inc — Sold (part)
Time, Inc — Sold
EBay, Inc — Sold (part)
EBay, Inc — Buy (add'l)
EBay, Inc — Buy (add'l)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — prt)
EBay, Inc — Buy (add'l)
EBay, Inc — Buy (add'l)
EBay, Inc — Buy (add'l)
EBay, Inc — Buy (add'l)
EBay, Inc — Buy (add'l)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — Buy (add'l)
EBay, Inc — Buy (add'l)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
EBay, Inc — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — put)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold (part)
Marriot Intl — Sold
Anheuser-Busch InBev — Sold (part)
Anheuser-Busch InBev — Buy (add'l)
Anheuser-Busch InBev — Sold (part)
Disuey Walt Co — Sold (part)
Disuey Walt Co — Sold (part)
Disuey Walt Co — Sold (part)
Williams Sonoma — Buy (add'l)
Williams Sonoma — Sold (part)
Williams Sonoma — Buy (add'l)
Williams Sonoma — Buy (add'l)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Buy (add'l)
Williams Sonoma — Buy (add'l)
Williams Sonoma — Buy (add'l)
Cheesecake Factory Inc — Sold (part)
Cheesecake Factory Inc — Buy (add'l)
Cheesecake Factory Inc — Buy (add'l)
bad) — Buy (add'l)
bad) — Buy (add'l)
pak) — Buy (add'l)
pak) — Sold (part)
Blackrock Inc — Buy (add'l)
Blackrock Inc — Buy (add'l)
Blackrock Inc — Sold (part)
Blackrock Inc — Sold (part)
Blackrock Inc — Sold
Coach Inc — Sold (part)
Coach Inc — Sold (part)
Coach Inc — Sold
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Buy (add'l)
Dominos Pizza Inc — Buy (add'l)
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Sold
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Coca Cola — Sold (part)
Coca Cola — Sold (part)
Coca Cola — Buy (add'l)
Coca Cola — Buy (add'l)
RITES — Sold (part)
RITES — Sold (part)
RITES — Sold (part)
RITES — Sold (part)
RITES — Sold (part)
RIT) — Sold (part)
RIT) — Sold (part)
RIT) — Sold (part)
RIT) — Sold (part)
RIT) — Sold (part)
RIT) — Sold
Petsmart. Inc — Buy (add'l)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Buy (add'l)
Petsmart. Inc — Buy (add'l)
Petsmart. Inc — Buy (add'l)
Petsmart. Inc — Buy (add'l)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Buy (add'l)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Sold (part)
Petsmart. Inc — Sold
Qualcomm, Inc — Sold (part)
Qualcomm, Inc — Sold (part)
Qualcomm, Inc — Sold (part)
RE¥S — Sold (part)
RE¥S — Sold (part)
RE¥S — Sold (part)
RE¥S — Sold (part)
RE¥S — Sold (part)
RE¥S — Sold (part)
RE¥S — Sold (part)
R¥3] — Sold (part)
R¥3] — Sold (part)
R¥3] — Sold (part)
R¥3] — Sold
DirecTV — Sold (part)
Adb6 — Sold (part)
Adb6 — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold
Dick's Sporting — Sold (part)
Dick's Sporting — Sold (part)
Dick's Sporting — Buy (add'l)
Dick's Sporting — Buy (add'l)
Dick's Sporting — Buy (add'l)
Dick's Sporting — Buy (add'l)
Dick's Sporting — Sold (part)
Dick's Sporting — Sold (part)
Dick's Sporting — Sold (part)
Dick's Sporting — Sold
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
Ralph Lauren — Sold (part)
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
Ralph Lauren — Sold (part)
Ralph Lauren — Sold (part)
Unilever — Buy (add'l)
Unilever — Buy (add'l)
Unilever — Buy (add'l)
Unilever — Sold (part)
ARO. — Buy (add'l)
ARO. — Buy (add'l)
ARO. — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold
Lululemon Athletica — Sold (part)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Sold (part)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Sold (part)
Lululemon Athletica — Sold (part)
Lululemon Athletica — Sold (part)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Buy (add'l)
Lululemon Athletica — Sold (part)
Lululemon Athletica — Sold (part)
Lululemon Athletica — Sold (part)
AMC Networks Inc — Buy
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
AMC Networks Inc — Buy (add'l)
Grainger — Buy
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Sold (part)
LVMH MOET — Buy
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Sold (part)
The Priceline Group — Buy
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
The Priceline Group — Sold (part)
Panera Bread Co — Buy
Panera Bread Co — Buy (add'l)
Panera Bread Co — Buy (add'l)
Panera Bread Co — Buy (add'l)
Panera Bread Co — Buy (add'l)
Panera Bread Co — Buy (add'l)
Panera Bread Co — Buy (add'l)
Panera Bread Co — Buy (add'l)
Panera Bread Co — Buy (add'l)
Panera Bread Co — Sold (part)
Panera Bread Co — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold
Starbucks — Buy
S08. — Buy (add'l)
S08. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
S10. — Buy (add'l)
S10. — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
United Parcel Service — Buy
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Sold (part)
United Parcel Service — Sold (part)
United Parcel Service — Sold (part)
Visa, Inc — Buy
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Buy (add'l)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Wholefoods Foods Market, Inc — Buy
Wholefoods Foods Market, Inc — Buy (add'l)
Wholefoods Foods Market, Inc — Buy (add'l)
Wholefoods Foods Market, Inc — Sold (part)
Wholefoods Foods Market, Inc — Buy (add'l)
Wholefoods Foods Market, Inc — Sold (part)
Wholefoods Foods Market, Inc — Buy (add'l)
Wholefoods Foods Market, Inc — Buy (add'l)
Wholefoods Foods Market, Inc — Buy (add'l)
Wholefoods Foods Market, Inc — Buy (add'l)
SH). — Buy (add'l)
SH). — Buy (add'l)
SH). — Buy (add'l)
SH). — Buy (add'l)
S$Hd — Buy (add'l)
S$Hd — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Sold (part)
S$hb6 — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S80. — Sold (part)
S80. — Sold (part)
Trust # 2 — Money Market Funds (IRA) — Int/Div
Schwab Govt Money Fund
SKS.
Trust # 2 — Bonds/Bills/Notes (IRA) — Interest
US Treas Note 1.25%, 03/15/14 — Buy (add'l)
US Treas Note 1.25%, 03/15/14 — Matured
US Treas Note 0.25% Due 9/30/14 — Buy
US Treas Note 0.25% Due 9/30/14 — Matured
US Treas Note 0.25% Due 3/31/15 — Buy
Trust # 3 —« Common Stock — Int/Div
Exxon Mobil
Pepsico
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Buy (add'l)
Diageo PLC — Sold (part)
Diageo PLC — Sold (part)
Diageo PLC — Sold (part)
Ebay Inc — Buy (add'l)
Ebay Inc — Sold (part)
Ebay Inc — Sold (part)
Ebay Inc — Sold (part)
Ebay Inc — Buy (add'l)
Ebay Inc — Sold (part)
Ebay Inc — Buy (add'l)
Ebay Inc — Sold (part)
Ebay Inc — Sold (part)
Google Inc, Class A (Note 1) — Sold (part)
Google Inc, Class A (Note 1) — Buy (add'l)
Google Inc, Class C — from line 612)
Google Inc, Class C — Buy (add'l)
Google Inc, Class C — Buy (add'l)
Google Inc, Class C — Buy (add'l)
Google Inc, Class C — Buy (add'l)
Google Inc, Class C — Buy (add'l)
McDonalds Corp — Sold (part)
McDonalds Corp — Sold (part)
McDonalds Corp — Sold
Scripps NTWK — Buy (add'l)
Time Warner Inc — Buy (add'l)
Time Warner Inc — Buy (add'l)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold (part)
Time, Inc — from line 625)
Time, Inc — Sold
Anheuser-Busch InBev
Disney Walt Co — Sold (part)
Wilhams Sonoma — Buy (add'l)
Wilhams Sonoma — Sold (part)
Cheesecake Factory — Buy (add'l)
Cheesecake Factory — Buy (add'l)
Blackrock Inc — Sold (part)
Blackrock Inc — Sold (part)
Blackrock Inc — Sold (part)
Blackrock Inc — Sold
Coach, Inc — Sold (part)
Coach, Inc — Sold (part)
Coach, Inc — Sold
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Sold (part)
Dominos Pizza Inc — Sold
Nike Inc Class B — Sold (part)
Nike Inc Class B — Sold (part)
Apple — Buy (add'l)
650), — Sold (part)
650), — Sold (part)
650), — Sold (part)
650), — Sold (part)
650), — Sold (part)
Coca Cola — Buy (add'l)
Coca Cola — Buy (add'l)
Coca Cola — Sold (part)
Coca Cola — Sold (part)
Coca Cola — Sold (part)
Coca Cola — Sold (part)
Coca Cola — Sold (part)
Coca Cola — prt)
Coca Cola — Sold (part)
Coca Cola — Sold
Qualcomm — Sold (part)
Qualcomm — Sold (part)
Qualcomm — Sold (part)
Qualcomm — Sold (part)
Qualcomm — Sold (part)
Qualcomm — Sold
Petsmart — Buy (add'l)
Petsmart — Buy (add'l)
Petsmart — Sold (part)
Petsmart — Sold (part)
Petsmart — Sold (part)
Petsmart — Sold (part)
Petsmart — Sold (part)
Petsmart — Sold (part)
Petsmart — Sold
DirecTV — Sold (part)
DirecTV — Sold (part)
DirecTV — Sold (part)
DirecTV — Sold
Mamot — Sold (part)
Mamot — Sold (part)
Mamot — Sold (part)
Mamot — Sold (part)
Mamot — Sold (part)
Mamot — Sold
Dick's Sporting Goods — Buy (add'l)
Dick's Sporting Goods — Buy (add'l)
Dick's Sporting Goods — Sold (part)
Dick's Sporting Goods — Sold (part)
Dick's Sporting Goods — Sold (part)
Dick's Sporting Goods — Sold (part)
Dick's Sporting Goods — Sold
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
Ralph Lauren — Buy (add'l)
T00. — Buy (add'l)
T00. — Buy (add'l)
T00. — Buy (add'l)
T00. — Sold (part)
Umlever — Buy (add'l)
Umlever — Buy (add'l)
Umlever — Buy (add'l)
Umlever — Sold (part)
T08. — Sold (part)
T08. — Sold (part)
T08. — Sold (part)
T08. — Sold (part)
T08. — Sold (part)
T13. — Sold (part)
T13. — Sold
Lululemon Athletics — Buy (add'l)
Lululemon Athletics — Buy (add'l)
Lululemon Athletics — Buy (add'l)
TIS. — Buy (add'l)
TIS. — Sold (part)
TIS. — Sold (part)
TIS. — Sold (part)
TIS. — Sold (part)
TIS. — Sold (part)
AMC Networks — Buy
AMC Networks — Buy (add'l)
AMC Networks — Buy (add'l)
AMC Networks — Buy (add'l)
AMC Networks — Buy (add'l)
AMC Networks — Buy (add'l)
AMC Networks — Buy (add'l)
AMC Networks — Buy (add'l)
Grainger — Buy
Grainger — Buy (add'l)
Grainger — Buy (add'l)
Grainger — Buy (add'l)
T16. — Buy (add'l)
T16. — Buy (add'l)
T16. — Buy (add'l)
T16. — Buy (add'l)
T16. — Buy (add'l)
T16. — Buy (add'l)
T16. — Sold (part)
T16. — Buy (add'l)
LVMH MOET — Buy
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
LVMH MOET — Buy (add'l)
The Priceline Group — Buy
The Priceline Group — Buy (add'l)
The Priceline Group — Buy (add'l)
T60). — Buy (add'l)
T60). — Buy (add'l)
T60). — Buy (add'l)
T60). — Buy (add'l)
T60). — Buy (add'l)
Panera Bread Co — Buy
T66. — Buy (add'l)
T66. — Buy (add'l)
T66. — Buy (add'l)
T66. — Buy (add'l)
T66. — Buy (add'l)
T66. — Buy (add'l)
T66. — Sold (part)
T66. — Sold (part)
T66. — Sold
Starbucks — Buy
Starbucks — Buy (add'l)
bail — Buy (add'l)
United Parcel Service — Buy
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
United Parcel Service — Buy (add'l)
Visa — Buy
Visa — Buy (add'l)
Visa — Buy (add'l)
Visa — Buy (add'l)
Visa — Buy (add'l)
Visa — Buy (add'l)
Visa — Buy (add'l)
Visa — Buy (add'l)
Visa — Buy (add'l)
Visa — Buy (add'l)
Whole Foods Market, Inc — Buy
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Sold (part)
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Buy (add'l)
Whole Foods Market, Inc — Sold (part)
Whole Foods Market, Inc — Sold (part)
Whole Foods Market, Inc — Sold (part)
Whole Foods Market, Inc — Sold (part)
Trust £ 3 —« Bonds/Bills/Notes — Interest
US Treas Note 1.25%. 03/15/14 — Matured
US Treas Note 0.25% Due 9/30/14 — Buy
R13. — Matured
US Treas Note 0.25% Due 3/31/15 — Buy
Trust # 3 —« Money Market Funds — Int/Div
Schwab Govt Money Fund
Trust # 4 - Bonds — Interest
Wenham MA Bond 4.95%. 06/01/2017
Las Vegas NV GO 5% 04/01/2015 Bond
Lowell MA GO 5% 12/15/2015 Bond
Massuchusetts St Sch Bldg Auth Bond, 5%, O8/152014 — Matured
Massachusetts St Dev Fin Bond, 5%, 09/01/2019
Town of Braintree MA $%. 05/15/2019
Houston Tex ARPT Sys Rev 5%, 07/012021
Massachusetts St Wir 5 %, 08/01/2021
Broward Caty Fla 5%. 10/01/2017
Piusfield Mass Rfdg St 5%, 03/01/2020
Massachusetts Bay Transn Auth 5% 07012022
Tyler TX Indep Sch Dist 5% 02/15/2023 (Note 2)
Nebraska St Public Powr Dist 5% 01/01/2025 (Note 3)
Nevada St Highway Impt Revenue Bond 12/012018 — Sold
Oklahoma St Wir Resource Bond 04/0172020
Marshfield MA Muni Purpose Bond 11012024
Miami-Dade Cty FL Spl Oblig Bond 02/01/2015 — Matured
Althens. AL 5% 02/01/2023 — Buy
MA ST Wir Poll 080172017 — Buy
TX Southmost CLG 5% 02/15/2025 — Buy
Trust #5 IRA — Int/Div
ALPS ETF TR Alerian MLP — Sold (part)
ALPS ETF TR Alerian MLP — Sold (part)
Altna Group Inc — Sold (part)
Bank of Montreal
Diamond Offshore Drilling Inc — Sold
National Retial Properties, Inc
BCE Inc. New
Domimon Resources Inc — Sold (part)
Domimon Resources Inc — Sold
Eli Lilly & Co
Health Care Reit Inc
Lorillard. Inc
Lockheed Martin Comp. — Sold (part)
Merck & Co ne
Microchip Technology Inc
Royal Dutch Shell PLC
American Electric Power
Chevron
Darden — Sold
Bank of Nova Scotia
HSBC Holdings PLC
Baytex Energy Corp — Buy
Baytex Energy Corp — Buy (add'l)
Baytex Energy Corp — Buy (add'l)
Baytex Energy Corp — Buy (add'l)
Baytex Energy Corp — Buy (add'l)
Baytex Energy Corp — Buy (add'l)
R70. — Buy (add'l)
Plum Creek Timber Co — Buy
Plum Creek Timber Co — Buy (add'l)
Plum Creek Timber Co — Buy (add'l)
Plum Creek Timber Co — Buy (add'l)
Ventas Inc — Buy
R76.
Trust # 5. Money Market — Int/Div
Federated Money Markt Oblig Tr Automated Govt Money Tr
Board Member, Tufts Medical Center Board of Govenors
Member of the Board of Advisors, Warren B. Rudman Center for Justice, Leadership and Public Policy
Loogic, mc. Ulass Lon Udosis.
Note 2: Tyler TX Indep Sch Dist, 5% 02/15/2023: The due date on 2013 FDR was inadvertently reported as 02/15/2022, The due date should instead be
02/15/2023.
Note 3: Nebraska St. Public Powr Dist. 5% 01/01/2025: The due date on 2013 FDR was madvertently reported as 10/17/2025. The due date should instead be
01/01/2025.
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.