# Norman H. Stahl

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16262

## Record

- **Judge:** Norman H. Stahl
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 53

## Text

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

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16262. Public record. Not legal advice.