Norman H. Stahl

2015Annual

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Pull out the substance of this filing.

What was filed

  • 797

    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 SA

Anheuser-Busch InBey

Ashland House Associates, LP, 9%, Bedford, NH - Rental Income — Rent

Citizen's Bank, Cash, Checking and MM — Interest

Martha's Vinevard Savings Bank, Cash (X) — Interest

Trust # 1 — Common Stocks — Int/Div

Exxon Mobil

Kellogg Co

Pepsico

Charles Schwab Corp

EBAY Inc — Sold (part)

EBAY Inc — Sold

Google, Inc. Class A — Sold (part)

Google, Inc. Class A — Sold

Alphabet Inc. Class C (Name Change, Previously Google, Inc. Class C) — Sold (part)

Diageo PLC — Sold

Diageo PLC — Buy

Scripps NTWK — Buy (add'l)

Scripps NTWK — Buy (add'l)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold

Time Warner Inc — Sold (part)

Walt Disney Co — Sold (part)

Walt Disney Co — Sold (part)

Walt Disney Co — Buy (add'l)

Willam Sonoma — Sold (part)

Willam Sonoma — Sold (part)

Cheesecake Factory Inc — Buy (add'l)

Nike Inc. Class B

Apple — Sold (part)

Apple — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Gramger — Buy (add'l)

Gramger — Sold (part)

Gramger — Sold (part)

Gramger — Sold (part)

Gramger — Sold (part)

Gramger — Sold

Whole Foods — Sold (part)

Whole Foods — Sold

Starbucks — Sold (part)

S10. — Sold (part)

AMC Networks Inc — Sold (part)

VisalneCLA — Sold (part)

VisalneCLA — Sold (part)

VisalneCLA — Sold (part)

LVMH MOET — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

Amazon — Buy

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Comcast Corporation — Buy

Comcast Corporation — Buy (add'l)

Comcast Corporation — Buy (add'l)

General Mills — Buy

General Mills — Buy (add'l)

General Mills — Buy (add'l)

General Mills — Buy (add'l)

McDonalds — Buy

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

Nielsen — Buy

Nielsen — Buy (add'l)

Nielsen — Buy (add'l)

Nielsen — Sold (part)

Nielsen — Sold (part)

Nielsen — Sold

Nestle — Buy

Sysco — Buy

Sysco — Buy (add'l)

Sysco — Sold (part)

Sysco — Sold

Tiffany & Co — Buy

Tiffany & Co — Buy (add'l)

Twitter — Buy

Twitter — Buy (add'l)

Wal-mart Stores — Buy

Wal-mart Stores — Buy (add'l)

Wal-mart Stores — Buy (add'l)

Wal-mart Stores — Buy (add'l)

Wal-mart Stores — Buy (add'l)

Wal-mart Stores — Buy (add'l)

Trust # 1 Money Market Accounts — Int/Div

Acct, Schwab Govt Money Fund

Trust # -- Bonds/Bills/CDs — Interest

US Treas Note 25%. Due 03/31/15 — Matured

US Treas Bill Due 7/2/15 — Buy

US Treas Bill Due 7/2/15 — Matured

Bank of Hapoalim 0.4% CD 1/19/16 — Buy

Bank of the West 0.3% CD 1/15/16 — Buy

US Treasury Bill Due 1/7/16 — Buy

Trust # 2 — Common Stock (IRA) — Int/Div

Apple — Buy (add'l)

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 — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Sold (part)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Sold (part)

Apple — Buy (add'l)

Apple — Buy (add'l)

Google, Inc. Class A — Sold (part)

Google, Inc. Class A — Sold (part)

Google, Inc. Class A — Sold (part)

Google, Inc. Class A — Sold

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Buy (add'l)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc. Class C {Name Change. Previously Google, Inc. Class C) — 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 — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

Nestle — Sold (part)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

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 — 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)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold

Time Warner — Sold (part)

Time Warner — Buy (add'l)

Time Warner — Sold (part)

Time Warner — Buy (add'l)

Time Warner — Sold (part)

Time Warner — Buy (add'l)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Sold

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Buy (add'l)

Anheuser-Busch InBev — Buy (add'l)

Anheuser-Busch InBev — Buy (add'l)

Anheuser-Busch InBev — Buy (add'l)

Anheuser-Busch InBev — Buy (add'l)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — put)

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 — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Buy (add'l)

Cheesecake Factory Inc — Buy (add'l)

Cheesecake Factory Inc — Buy (add'l)

Cheesecake Factory 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)

Raiph Lauren — Buy (add'l)

bad) — Buy (add'l)

bad) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Sold (part)

pak) — Sold (part)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

RITES — Sold (part)

RITES — Sold (part)

RITES — Buy (add'l)

RITES — Buy (add'l)

RITES — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold

General Mills — Buy

General Mills — Buy (add'l)

R¥3] — Buy (add'l)

R¥3] — Buy (add'l)

R¥3] — Buy (add'l)

R¥3] — Buy (add'l)

R¥3] — Buy (add'l)

Adb6 — Buy (add'l)

Adb6 — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Buy (add'l)

RETH — Sold (part)

RETH — Sold (part)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Buy (add'l)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — 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)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

ARO. — Sold (part)

ARO. — Sold (part)

Starbucks — Buy (add'l)

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)

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 — Buy (add'l)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Buy (add'l)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

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 — Buy (add'l)

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)

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 — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Sold

Amazon — Buy

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Comcast — Buy

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

McDonalds — Buy

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Sold (part)

Nielson — Buy

Nielson — Buy (add'l)

Nielson — Buy (add'l)

Nielson — Buy (add'l)

Nielson — Buy (add'l)

Nielson — Buy (add'l)

Nielson — Sold (part)

Nielson — Sold (part)

Nielson — Sold (part)

Nielson — Sold (part)

Nielson — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S08. — Sold (part)

S08. — Sold

Sysco — Buy

Sysco — Buy (add'l)

Sysco — Buy (add'l)

Sysco — Buy (add'l)

Sysco — Buy (add'l)

Sysco — Sold (part)

Sysco — Buy (add'l)

Sysco — Buy (add'l)

Sysco — Buy (add'l)

Sysco — Sold (part)

Sysco — Sold (part)

Sysco — Sold (part)

Sysco — Sold (part)

Sysco — Sold (part)

Sysco — Sold (part)

Sysco — Sold

Tiffany & Co — Buy

Tiffany & Co — Buy (add'l)

Tiffany & Co — Buy (add'l)

Tiffany & Co — Buy (add'l)

Tiffany & Co — Buy (add'l)

Tiffany & Co — Buy (add'l)

Tiffany & Co — Buy (add'l)

Twitter — Buy

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Walmart — Buy

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Trust # 2 -- Money Market Funds (IRA) — Int/Div

Schwab Govt Money Fund

Trust # 2 — Bonds/Bills/Notes (IRA) — Interest

US Treas Note 0.25% Due 331/15 — Matured

US Treas Bill Due 7/2/15 — Buy

US Treas Bill Due 7/2/15 — Matured

US Treasury Bill Due 1/7/16 — Buy

Bank of China 0.25% CD Due 1/15/16 — Buy

Bank of the West 0.3% CD Due 1/15/16 — Buy

Bank Baroda NY 0.3% CD Due 1/13/16 — Buy

Bank Hapoalim 0.4% CD Due 1/19/16 — Buy

Trust £ 3 — Common Stock — Int/Div

Exxon Mobil

Pepsico

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

S80. — Buy (add'l)

S80. — Buy (add'l)

Ebay Inc — Sold (part)

Ebay Inc — Sold

Google Inc, Class A — Sold (part)

SKS. — Sold

Alphabet Inc, Class C (Name Change, Previously Google, Inc. Class C) — Buy (add'l)

Alphabet Inc, Class C (Name Change, Previously Google, Inc. Class C) — Buy (add'l)

Alphabet Inc, Class C (Name Change, Previously Google, Inc. Class C) — Sold (part)

Alphabet Inc, Class C (Name Change, Previously Google, Inc. Class C) — Sold (part)

Nestle — Buy (add'l)

Scripps NTWK — Buy (add'l)

Scripps NTWK — Buy (add'l)

Scripps NTWK — Buy (add'l)

Scripps NTWK — Buy (add'l)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold (part)

Scripps NTWK — Sold

Time Warner Inc — Sold (part)

Time Warner Inc — Buy (add'l)

Anheuser-Busch InBey — Buy (add'l)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Buy (add'l)

Cheesecake Factory — Sold (part)

Cheesecake Factory — Sold (part)

Cheesecake Factory — Buy (add'l)

Nike Inc Class B — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Buy (add'l)

Apple — Buy (add'l)

Raiph Lauren — Buy (add'l)

Raiph Lauren — Sold (part)

Raiph Lauren — Buy (add'l)

Raiph Lauren — Sold (part)

Raiph Lauren — Sold (part)

Raiph Lauren — Sold (part)

Lululemon Athletics — Sold (part)

Lululemon Athletics — Sold (part)

Lululemon Athletics — Buy (add'l)

Lululemon Athletics — Buy (add'l)

Lululemon Athletics — A

AMC Networks — Sold (part)

AMC Networks — Sold (part)

AMC Networks — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Sold (part)

Grainger — Sold (part)

Grainger — Sold (part)

Grainger — Sold (part)

Grainger — Sold (part)

Grainger — Sold

LVMH MOET — 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)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

Starbucks — Sold (part)

Starbucks — Sold (part)

Starbucks — Sold (part)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

Visa — Sold (part)

Visa — Sold (part)

Visa — Sold (part)

Whole Foods Market. Inc — Sold (part)

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 — 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)

Whole Foods Market. Inc — Sold

Amazon — Buy

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Comcast — Buy

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

General Mills — Buy

General Mills — Buy (add'l)

General Mills — Buy (add'l)

General Mills — Buy (add'l)

General Mills — Buy (add'l)

General Mills — Buy (add'l)

McDonalds — Buy

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

Nielsen Holdings PLC — Buy

Nielsen Holdings PLC — Buy (add'l)

Nielsen Holdings PLC — Buy (add'l)

Nielsen Holdings PLC — Buy (add'l)

Nielsen Holdings PLC — Buy (add'l)

T00. — Sold (part)

T00. — Sold (part)

T00. — Sold (part)

T00. — Sold (part)

T04, — Sold (part)

T04, — Sold

Sysco Corporation — Buy

Sysco Corporation — Buy (add'l)

T08. — Buy (add'l)

T08. — Buy (add'l)

T08. — Sold (part)

T08. — Sold (part)

T08. — Sold (part)

T13. — Sold (part)

T13. — Sold

Tiffany & Co — Buy

Tiffany & Co — Buy (add'l)

Tiffany & Co — Buy (add'l)

TIS. — Buy (add'l)

Twitter — Buy

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Wal-Mart Stores — Buy

Wal-Mart Stores — Buy (add'l)

Wal-Mart Stores — Buy (add'l)

Wal-Mart Stores — Buy (add'l)

Wal-Mart Stores — Buy (add'l)

Wal-Mart Stores — Buy (add'l)

Wal-Mart Stores — Buy (add'l)

Wal-Mart Stores — Buy (add'l)

Wal-Mart Stores — Buy (add'l)

Wal-Mart Stores — Buy (add'l)

Trust # 3 — Bonds/Bills/Notes — Interest

US Treas Note 0.25% Due 331/15 — Matured

US Treasury Bill Due 7/2/15 — Buy

US Treasury Bill Due 7/2/15 — Matured

US Treasury Bill Due 1/7/16 — Buy

Trust # 3 —- Money Market Funds — Int/Div

Schwab Govt Money Fund

Trust # 4 - Bonds — Interest

Wenham MA Bond 4.95%, 06/01/2017 — Redeemed

Las Vegas NV GO 5% 04/01/2015 Bond — Sold

Lowell MA GO 5% 12/15/2015 Bond — Matured

Massachusetts St Dev Fin Bond, 5%, 09/01/2019

Town of Braintree MA 5%. 05/15/2019

Houston Tex ARPT Sys Rev 5%, 07/012021

Massachusetts St Wir § %. 08/01/2021

Broward Canty Fla 5%. 10/01/2017

Piusfield Mass Rfdg St 5%, 03/01/2020

Massachusetts Bay Transn Auth 5% 07/012022

Tyler TX Indep Sch Dist 5% 02/15/2023 (Note 2)

Nebraska St Public Powr Dist 5% 01/01/2025 (Note 3)

Oklahoma St Wir Resource Bond 04/01/2020 — Sold

Marshfield MA Muni Purpose Bond 117012024

Althens. AL 5% 02/01/2023

MA ST Wir Poll 5% 0801/2017

TX Southmost CLG 5% 02/15/2025

Peabody. MA 4% Due 7/15/21 — Buy

MA STDEV 4.5% Due 7/1/28 — Buy

Georgetown, MA 4% Due 5/1/20 — Buy

MA ST FED HWY 5% Due 6/15/26 — Buy

MA ST SCH BLDG AUTH 5% Due 8/1529 — Buy

T66.

Trust #5 IRA — Int/Div

ALPS ETF TR Alerian MLP — Buy (add'l)

ALPS ETF TR Alerian MLP — Sold (part)

ALPS ETF TR Alerian MLP — Sold (part)

Altria Group Inc

Bank of Montreal

National Retail Properties, Inc — Sold (part)

National Retail Properties, Inc — Sold

BCE Inc. New

Eli Lilly & Co — Sold

Welltower, Inc. { Name change, Formerly Health Care Rei, Inc.)

Lorillard. Inc — Sold (part)

Lorillard. Inc — Sold

Lockheed Martin Corp.

Merck & Co Inc

Microchip Technology Inc — Sold (part)

Rovyal Dutch Shell PLC

American Electric Power

Chevron

Bank of Nova Scotia — Sold (part)

Bank of Nova Scotia — Sold

HSBC Holdings PLC

Baytex Energy Corp — Sold

Plum Creek Timber Co

Ventas Inc — Sold

Simon Property Group, Inc — Buy

GlaxoSmithK ine — Buy

GlaxoSmithK ine — Buy (add'l)

Reynolds American — Buy

Reynolds American — Buy (add'l)

Reynolds American — Sold (part)

Digital Realty Trust, Inc — Buy

Digital Realty Trust, Inc — Buy (add'l)

Duke Energy — Buy

Duke Energy — Buy (add'l)

Eaton Corporation — Buy

Venzon — Buy

Seagate Technology — Buy

Seagate Technology — Buy (add'l)

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

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.

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