Joseph H. Gale

2018Annual

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Pull out the substance of this filing.

What was filed

  • 100

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Sec. VI Item 9

As filed

Vertex Pharmaceuticals. Inc. common stock — None

Wells Fargo & Co. New common stock — Int/Div

Intel Corp. common stock — Int/Div

Cisco Systems, Inc. common stock — Int/Div

Trust #1

Rental Property #1, Smithfield, VA $222 400 — Rent

Rental Property #2, Smithfield, VA 217.100 — Rent

CAIBX mutual fund — Int/Div

FRDPX mutual fund — Int/Div — Distnbuted

AMECX mutual fund — Int/Div

Rental property £3, Smithfield, VA £3631 900 — Rent

Express Scripts Holding Co — None — Sold

Chevron Corp. common stock — Int/Div

Teradata Corp DEL common stock — None

Invesco Van Kampen Hi Yield Mun. Fund Class A mut. fund — Ine

Achillion Pharma Inc. common stock — None

Agilent Technologies Inc. common stock — Int/Div — Sold

Apple Inc. common stock — Int/Div — Sold (part)

Exxon Mobil Corp. common stock — Int/Div

McDonalds Corp. common stock — Int/Div — Sold (part)

McDonalds Corp. common stock — Sold (part)

McDonalds Corp. common stock — Sold

Oracle Corp. common stock — Int/Div — Sold (part)

Oracle Corp. common stock — Sold (part)

Oracle Corp. common stock — Sold

Pfizer Corp. common stock — Int/Div — Sold

Inherited IRA-Charles Schwab & Co. Inc

Achillion Pharma Inc. common stock — None

Akamai Technologies common stock — None

Alibaba Group Hidg FADR — None

Amazon Com. Ing. common stock — None

Apple Inc. common stock — Int/Div — Sold

Facebook Inc. Class A common stock — None

Fire Eve Inc. common stock — None

Gilead Sciences Inc. common stock — Int/Div

GoPro Inc. common stock — None

Vertex Pharmaceuticals common stock — None — Sold

Schwab Value Advantage money market fund — Int/Div — Buy

Schwab Value Advantage money market fund — Buy

Schwab Value Advantage money market fund — Buy

Altra Group Inc. common stock — Int/Div — Sold

Amer Electric Pwr Co. Inc. common stock — Int/Div — Sold

BB&T Corp. common stock — Int/Div

Gilead Sciences Inc. common stock — Int/Div

Imperial TOB Gp PLC ADRF common stock — Int/Div

Medtronic Inc. common stock — Int/Div

Mondelez Int'l Inc. CLA common stock — Int/Div

Norfolk Southem Corp. common stock — Int/Div — Sold (part)

Norfolk Southem Corp. common stock — Sold (part)

S10. — Sold (part)

S10. — Sold (part)

S10. — Sold (part)

S10. — Sold

Sprint Corp common stock — None

Suntrust Banks Inc. common stock — Int/Div

Verizon Communications common stock — Int/Div — Sold (part)

Verizon Communications common stock — Sold (part)

Verizon Communications common stock — Sold (part)

Verizon Communications common stock — Sold (part)

Verizon Communications common stock — Sold (part)

Verizon Communications common stock — Sold

Invesco High Yield Fund Class A mutual fund — Int/Div

American Fund Europacific mutual fund — Int/Div

Amencan Fund Income Fund mutual fund — Int/Div

Charles Schwab & Co. Roth IRA — Interest

Schwab Value Advantage money market fund — Int/Div — Buy

Charles Schwab & Co. Inherited IRA

Citigroup Inc. subordinated notes — Interest

AT&T Inc. common stock — Int/Div

Bank of America Corp. common stock — Int/Div

Facebook Inc. Class A common stock — None

Johnson & Johnson common stock — Int/Div — Sold (part)

Johnson & Johnson common stock — Sold (part)

Johnson & Johnson common stock — Sold (part)

Johnson & Johnson common stock — Sold

Medtronic Inc. common stock — Int/Div — Sold

Proctor & Gamble Co. common stock — Int/Div — Sold

Apple Inc. common stock — Buy

Apple Inc. common stock — Sold

Schwab Value Advantage money market fund — Int/Div — Buy

Schwab Value Advantage money market fund — Buy

Schwab Value Advantage money market fund — Buy

Schwab Value Advantage money market fund — Buy

Schwab Value Advantage money market fund — Buy

Schwab Value Advantage money market fund — Buy

Charles Schwab & Co. Rollover IRA

Fire Eve Inc. common stock — None

Apple Inc. common stock — Int/Div — Sold

Schwab Value Advantage money market fund — Int/Div — Buy

Bntish American Tobacco common stock — Int/Div

Dow Dupont common stock — Int/Div

FRDPX mutual fund — None — Distnbuted — Sec. VI Item 9

Schwab Value Advantage money market fund — Int/Div — Buy

Schwab Value Advantage money market fund — Sold (part)

Schwab Value Advantage money market fund — Buy

Schwab Value Advantage money market fund — Buy

Schwab Value Advantage money market fund — Sold (part)

Schwab Value Advantage money market fund — Buy

Schwab Value Advantage money market fund — Sold (part)

Schwab Value Advantage money market fund — Buy

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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Joseph H. Gale | Frix