# Maryellen Noreika

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19863

## Record

- **Judge:** Maryellen Noreika
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 48

## Text

Morris, Nichols, Arsht & Tunnel LLP Capital Account — None — Distnbuted
Ally Bank Account — Interest
Amencan Express Bank Account — Interest
Bank of America Bank Account — Interest
Barclay's Bank Account — Interest
Capitol One Bank Account — Interest
Discover Bank Account — Interest
First National Bank of Omaha Bank Account — Interest
Synchrony Bank Account — Interest
M&T Bank Account — Interest
UBS Bank CD — Interest
UBS Bank Money Market Fund — Interest
Vanguard 500 Index Fund (VFIAX) — Int/Div
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Buy (add'l)
Vanguard 500 Index Fund (VFIAX) — Sold (part)
Vanguard Emergmg Markets Fund (VEMAX) — Int/Div
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Buy (add'l)
Vanguard Emergmg Markets Fund (VEMAX) — Sold (part)
Vanguard Energy Fund (VGELX) — Int/Div
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
Vanguard Energy Fund (VGELX) — Buy (add'l)
S10. — Buy (add'l)
S10. — Sold (part)
Vanguard Extended Market Fund (VEXAX) — Int/Div
Vanguard Extended Market Fund (VEXAX) — Buy (add'l)
Vanguard Health Fund (VGHCX) — Int/Div
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Int/Div
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Buy (add'l)
Vanguard Intermediate-Term Fund Tax. Exempt (VWIUX) — Sold (part)
Vanguard International Value Fund (VIRIX) — Int/Div
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard International Value Fund (VIRIX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Int/Div
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)
Vanguard Precious Metals Fund — Int/Div
Vanguard Precious Metals Fund — Buy (add'l)
Vanguard Precious Metals Fund — Buy (add'l)
Vanguard Precious Metals Fund — Buy (add'l)
Vanguard Precious Metals Fund — Buy (add'l)
Vanguard Precious Metals Fund — Buy (add'l)
Vanguard Precious Metals Fund — Buy (add'l)
Vanguard Precious Metals Fund — Buy (add'l)
Vanguard Precious Metals Fund — Sold
Vanguard REIT Fund (VGSLX) — Int/Div
Vanguard Total Bond Fund — Int/Div
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Buy (add'l)
Vanguard Total Bond Fund — Sold
Vanguard Wellington Fund (VWELX) — None — Buy
Vanguard Wellington Fund (VWELX) — Buy (add'l)
Vanguard Wellesley Fund (VWIAX) — Int/Div
Vanguard Wellesley Fund (VWIAX) — Buy
Vanguard Wellesley Fund (VWIAX) — Buy (add'l)
American Funds Washington Mutual Investors Fund — Int/Div
American Funds Washington Mutual Investors Fund — Sold (part)
American Funds Washington Mutual Investors Fund — Buy (add'l)
American Funds Washington Mutual Investors Fund — Sold (part)
American Funds Washington Mutual Investors Fund — Sold
AMG Times Square Mid Cap Fund — Int/Div
AMG Times Square Mid Cap Fund — Sold (part)
AMG Times Square Mid Cap Fund — Sold (part)
AMG Times Square Mid Cap Fund — Sold
Black Rock Energy & Resources Fund — Int/Div
Black Rock Energy & Resources Fund — Sold
William Blair International Growth Fund — Int/Div
William Blair International Growth Fund — Sold (part)
William Blair International Growth Fund — Buy (add'l)
William Blair International Growth Fund — Sold (part)
Deutsche Enhanced Commodity Strategy Fund — Int/Div
Deutsche Enhanced Commodity Strategy Fund — Buy (add'l)
Deutsche Enhanced Commodity Strategy Fund — Sold
Eagle Small Capital Growth Fund — Int/Div
Eagle Small Capital Growth Fund — Sold (part)
Eagle Small Capital Growth Fund — Sold
Eaton Vance Tax Advanteged Dividend Fund (EVT) — Int/Div
Eaton Vance Tax Advanteged Dividend Fund (EVT) — Buy
Eaton Vance Tax Advanteged Dividend Fund (EVT) — Buy (add'l)
Eaton Vance Income Fund of Boston — Int/Div
Eaton Vance Income Fund of Boston — Buy (add'l)
Eaton Vance Income Fund of Boston — Sold
First Eagle Overseas Fund — Int/Div
First Eagle Overseas Fund — Buy (add'l)
First Eagle Overseas Fund — Sold
Goldman Sachs Financial Square Treasury Instruments — Int/Div
Goldman Sachs Financial Square Treasury Instruments — Buy
Goldman Sachs Financial Square Treasury Instruments — Sold (part)
Goldman Sachs Financial Square Treasury Instruments — Sold (part)
Goldman Sachs Financial Square Treasury Instruments — Sold
Harbor International Fund — Int/Div
Harbor International Fund — Buy (add'l)
Harbor International Fund — Sold
Hotchkis & Wiley Mid-Cap Value Fund — Int/Div
Hotchkis & Wiley Mid-Cap Value Fund — Sold
ISHARES CORE S&P SOO ETF (IVV) — Int/Div
ISHARES CORE S&P SOO ETF (IVV) — Buy
ISHARES CORE S&P SOO ETF (IVV) — Buy (add'l)
ISHARES GLOBAL 100 ETF (100) — Int/Div
ISHARES GLOBAL 100 ETF (100) — Buy
ISHARES GLOBAL 100 ETF (100) — Buy (add'l)
ISHARES CORE HIGH DIVID ETF (HDV) — Int/Div
ISHARES CORE HIGH DIVID ETF (HDV) — Buy
ISHARES CORE HIGH DIVID ETF (HDV) — Buy (add'l)
ISHARES EDGE MSCI USA VALUE WEIGHTED INDEX FUND ETF(VLLE) — Int/Div
ISHARES EDGE MSCI USA VALUE WEIGHTED INDEX FUND ETF(VLLE) — Buy
ISHARES EDGE MSCI USA VALUE WEIGHTED INDEX FUND ETF(VLLE) — Buy (add'l)
VANGUARD MEGA CAP GROWTH ETF (MGK) — Int/Div
VANGUARD MEGA CAP GROWTH ETF (MGK) — Buy
John Hancock Classic Value Fund (JCVIX) — Int/Div
John Hancock Classic Value Fund (JCVIX) — Sold (part)
Lazard Emerging Markets Equity Fund — Int/Div
Lazard Emerging Markets Equity Fund — Sold (part)
Lazard Emerging Markets Equity Fund — Buy (add'l)
Lazard Emerging Markets Equity Fund — Buy (add'l)
Lazard Emerging Markets Equity Fund — Sold
MainStay Large Cap Growth Fund — Int/Div
MainStay Large Cap Growth Fund — Sold (part)
MainStay Large Cap Growth Fund — Sold (part)
MainStay Large Cap Growth Fund — Sold (part)
MainStay Large Cap Growth Fund — Sold
MFS Emerging Markets Fund — Int/Div
MFS Emerging Markets Fund — Buy (add'l)
MFS Emerging Markets Fund — Sold
MFS Value Fund — Int/Div
MFS Value Fund — Sold (part)
MFS Value Fund — Buy (add'l)
MFS Value Fund — Sold
Oppenheimer Developing Markets Fund — Int/Div
Oppenheimer Developing Markets Fund — Sold (part)
Oppenheimer Developing Markets Fund — Buy (add'l)
Oppenheimer Developing Markets Fund — Sold (part)
Principal Global Real Estate Fund — Int/Div
Principal Global Real Estate Fund — Buy (add'l)
Principal Global Real Estate Fund — Sold
Russell Investments Commodity Strategies Fund — Int/Div
Russell Investments Commodity Strategies Fund — Sold
T. Rowe Price Real Estate Fund — Int/Div
T. Rowe Price Real Estate Fund — Buy (add'l)
T. Rowe Price Real Estate Fund — Sold
T. Rowe Price International Stock Fund — Int/Div
T. Rowe Price International Stock Fund — Buy (add'l)
T. Rowe Price International Stock Fund — Buy (add'l)
T. Rowe Price International Stock Fund — Sold
Victory Sycamore Small Company Opportunity Fund — Int/Div
Victory Sycamore Small Company Opportunity Fund — Sold (part)
Victory Sycamore Small Company Opportunity Fund — Sold (part)
Victory Sycamore Small Company Opportunity Fund — Sold
Voya Large-Cap Growth Fund — Int/Div
Voya Large-Cap Growth Fund — Sold (part)
Wells Fargo Core Bond Fund — Int/Div
Wells Fargo Core Bond Fund — Buy (add'l)
Wells Fargo Core Bond Fund — Sold
Wells Fargo Emerging Growth Fund — Int/Div
Wells Fargo Emerging Growth Fund — Sold (part)
Wells Fargo Emerging Growth Fund — Sold (part)
IM — Int/Div
IM — Buy (add'l)
IM — Buy (add'l)
IM — Buy (add'l)
IM — Sold (part)
IM — Sold (part)
IM — Sold
Abbott Laboratories — Int/Div
Abbott Laboratories — Buy (add'l)
Abbott Laboratories — Buy (add'l)
Abbott Laboratories — Buy (add'l)
Abbott Laboratories — Buy (add'l)
Abbott Laboratories — Sold (part)
Abbott Laboratories — Sold (part)
Abbott Laboratories — Sold
Accenture PLC — Int/Div
Accenture PLC — Sold (part)
Accenture PLC — Buy (add'l)
Accenture PLC — Buy (add'l)
Accenture PLC — Buy (add'l)
Accenture PLC — Buy (add'l)
Accenture PLC — Sold (part)
Accenture PLC — Sold
Aflac Inc — Int/Div
Aflac Inc — Sold (part)
Aflac Inc — Buy (add'l)
Aflac Inc — Buy (add'l)
Aflac Inc — Sold (part)
Aflac Inc — Buy (add'l)
Aflac Inc — Sold (part)
MATS — Sold (part)
MATS — Sold
Air Products and Chmicals Inc — Int/Div
Air Products and Chmicals Inc — Buy (add'l)
Air Products and Chmicals Inc — Buy (add'l)
Air Products and Chmicals Inc — Buy (add'l)
Air Products and Chmicals Inc — Buy (add'l)
Air Products and Chmicals Inc — Buy (add'l)
Air Products and Chmicals Inc — Buy (add'l)
Air Products and Chmicals Inc — Sold (part)
Air Products and Chmicals Inc — Sold
Amgen Inc — Int/Div
Amgen Inc — Buy (add'l)
Amgen Inc — Buy (add'l)
Amgen Inc — Buy (add'l)
Amgen Inc — Buy (add'l)
Amgen Inc — Sold (part)
bad) — Sold
Analog Devices Inc — Int/Div
pak) — Buy (add'l)
pak) — Buy (add'l)
pak) — Buy (add'l)
pak) — Buy (add'l)
pak) — Buy (add'l)
pak) — Sold (part)
pak) — Sold
AT&T Inc — Int/Div
AT&T Inc — Buy (add'l)
AT&T Inc — Sold (part)
AT&T Inc — Buy (add'l)
AT&T Inc — Sold (part)
AT&T Inc — Buy (add'l)
AT&T Inc — Sold (part)
AT&T Inc — Sold (part)
AT&T Inc — Sold
Automatic Data Processing Inc — Int/Div
Automatic Data Processing Inc — Sold (part)
Automatic Data Processing Inc — Buy (add'l)
Automatic Data Processing Inc — Buy (add'l)
Automatic Data Processing Inc — Buy (add'l)
Automatic Data Processing Inc — Buy (add'l)
Automatic Data Processing Inc — Buy (add'l)
Automatic Data Processing Inc — Sold (part)
Automatic Data Processing Inc — Sold
Becton Dickinson and Co. — Int/Div
Becton Dickinson and Co. — Buy (add'l)
Becton Dickinson and Co. — Sold (part)
Becton Dickinson and Co. — Buy (add'l)
Becton Dickinson and Co. — Buy (add'l)
Becton Dickinson and Co. — Buy (add'l)
RITES — Sold (part)
RITES — Sold
BlackRock Inc — Int/Div
BlackRock Inc — Buy (add'l)
BlackRock Inc — Buy (add'l)
RIT) — Buy (add'l)
RIT) — Sold (part)
RIT) — Sold
Chevron Corp. — Int/Div
Chevron Corp. — Buy (add'l)
Chevron Corp. — Buy (add'l)
Chevron Corp. — Buy (add'l)
Chevron Corp. — Sold (part)
Chevron Corp. — Buy (add'l)
Chevron Corp. — Sold (part)
Chevron Corp. — Sold
Chubb Ltd. — Int/Div
Chubb Ltd. — Sold (part)
Chubb Ltd. — Buy (add'l)
Chubb Ltd. — Buy (add'l)
Chubb Ltd. — Buy (add'l)
Chubb Ltd. — Buy (add'l)
Chubb Ltd. — Sold (part)
Chubb Ltd. — Sold
Cisco Systems Inc — Int/Div
Cisco Systems Inc — Buy (add'l)
Cisco Systems Inc — Buy (add'l)
Cisco Systems Inc — Buy (add'l)
Cisco Systems Inc — Sold (part)
Cisco Systems Inc — Buy (add'l)
RE¥S — Sold (part)
RE¥S — Sold
Clorox Co — Int/Div
Clorox Co — Buy (add'l)
Clorox Co — Buy (add'l)
Clorox Co — Buy (add'l)
Clorox Co — Buy (add'l)
Clorox Co — Sold (part)
Clorox Co — Sold (part)
Clorox Co — Sold
Colgate-Palmolive Co — Int/Div
Colgate-Palmolive Co — Buy (add'l)
Adb6 — Buy (add'l)
Adb6 — Buy (add'l)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold
Eaton Vance Corp. — Int/Div
Eaton Vance Corp. — Buy (add'l)
Eaton Vance Corp. — Buy (add'l)
Eaton Vance Corp. — Buy (add'l)
Eaton Vance Corp. — Sold (part)
Eaton Vance Corp. — Sold
Emerson Electric Co — Int/Div
Emerson Electric Co — Buy (add'l)
Emerson Electric Co — Sold (part)
Emerson Electric Co — Buy (add'l)
Emerson Electric Co — Buy (add'l)
Emerson Electric Co — Buy (add'l)
Emerson Electric Co — Buy (add'l)
Emerson Electric Co — Sold (part)
Emerson Electric Co — Sold
Eversource Energy — Int/Div
Eversource Energy — Sold (part)
Eversource Energy — Buy (add'l)
Eversource Energy — Buy (add'l)
Eversource Energy — Sold (part)
Eversource Energy — Buy (add'l)
Eversource Energy — Sold (part)
Eversource Energy — Sold
Exxon Mobil Corp. — Int/Div
Exxon Mobil Corp. — Buy (add'l)
Exxon Mobil Corp. — Buy (add'l)
Exxon Mobil Corp. — Buy (add'l)
Exxon Mobil Corp. — Sold (part)
Exxon Mobil Corp. — Sold
FactSet Research Svstems — Int/Div
FactSet Research Svstems — Buy (add'l)
FactSet Research Svstems — Buy (add'l)
assy — Buy (add'l)
assy — Sold (part)
assy — Sold
General Dynamics Corp — Int/Div
General Dynamics Corp — Buy (add'l)
General Dynamics Corp — Buy (add'l)
General Dynamics Corp — Buy (add'l)
General Dynamics Corp — Buy (add'l)
General Dynamics Corp — Sold (part)
General Dynamics Corp — Sold
General Mills Inc — Int/Div
General Mills Inc — Buy (add'l)
General Mills Inc — Buy (add'l)
General Mills Inc — Buy (add'l)
General Mills Inc — Sold (part)
General Mills Inc — Sold (part)
General Mills Inc — Sold
Harris Corp. — Int/Div
Harris Corp. — Sold (part)
Harris Corp. — Buy (add'l)
Harris Corp. — Buy (add'l)
Harris Corp. — Sold (part)
Harris Corp. — Buy (add'l)
Harris Corp. — Sold (part)
Harris Corp. — Sold
Nimois Tool Works. Inc — Int/Div
Nimois Tool Works. Inc — Buy (add'l)
Nimois Tool Works. Inc — Buy (add'l)
Nimois Tool Works. Inc — Buy (add'l)
Nimois Tool Works. Inc — Buy (add'l)
Nimois Tool Works. Inc — Buy (add'l)
Nimois Tool Works. Inc — Sold (part)
Nimois Tool Works. Inc — Sold (part)
Nimois Tool Works. Inc — Sold
IBM — Int/Div
IBM — Sold (part)
IBM — Buy (add'l)
IBM — Buy (add'l)
IBM — Buy (add'l)
IBM — Buy (add'l)
IBM — Sold (part)
IBM — Sold
I1&) — Int/Div
I1&) — Sold (part)
I1&) — Buy (add'l)
I1&) — Buy (add'l)
I1&) — Buy (add'l)
I1&) — Sold (part)
I1&) — Sold (part)
I1&) — Sold
JP Morgan Chase & Co. — Int/Div
JP Morgan Chase & Co. — Buy (add'l)
JP Morgan Chase & Co. — Buy (add'l)
JP Morgan Chase & Co. — Buy (add'l)
JP Morgan Chase & Co. — Sold (part)
JP Morgan Chase & Co. — Sold
Lowe's Companies — Int/Div
Lowe's Companies — Buy (add'l)
Lowe's Companies — Buy (add'l)
Lowe's Companies — Buy (add'l)
Lowe's Companies — Sold (part)
Lowe's Companies — Sold
McDonald's Corp. — Int/Div
McDonald's Corp. — Buy (add'l)
McDonald's Corp. — Buy (add'l)
McDonald's Corp. — Sold (part)
McDonald's Corp. — Buy (add'l)
McDonald's Corp. — Sold (part)
McDonald's Corp. — Sold
Medtronic PLC — Int/Div
Medtronic PLC — Sold (part)
Medtronic PLC — Buy (add'l)
Medtronic PLC — Buy (add'l)
Medtronic PLC — Sold (part)
Medtronic PLC — Buy (add'l)
Medtronic PLC — Sold (part)
Medtronic PLC — Sold
Microsoft Corp. — Int/Div
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Sold (part)
NextEra Energy Inc — Int/Div
NextEra Energy Inc — Sold (part)
NextEra Energy Inc — Buy (add'l)
NextEra Energy Inc — Buy (add'l)
NextEra Energy Inc — Sold (part)
NextEra Energy Inc — Buy (add'l)
NextEra Energy Inc — Sold (part)
NextEra Energy Inc — Sold
Nike Inc — Int/Div
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Sold (part)
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Sold (part)
Nike Inc — Sold
Norfolk Southern Corp — Int/Div
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Buy (add'l)
Norfolk Southern Corp — Sold (part)
Norfolk Southern Corp — Sold
Novartis AG — Int/Div
Novartis AG — Buy (add'l)
Novartis AG — Buy (add'l)
Novartis AG — Buy (add'l)
Novartis AG — Buy (add'l)
Novartis AG — Sold (part)
Novartis AG — Sold
Paychex Inc — Int/Div
Paychex Inc — Buy (add'l)
Paychex Inc — Buy (add'l)
S00. — Sold (part)
S00. — Sold
PepsiCo — Int/Div
PepsiCo — Sold (part)
PepsiCo — Buy (add'l)
PepsiCo — Buy (add'l)
PepsiCo — Buy (add'l)
PepsiCo — Buy (add'l)
S08. — Sold (part)
S08. — Sold (part)
S10. — Sold
Phillips 66 — Int/Div
Phillips 66 — Sold (part)
Phillips 66 — Buy (add'l)
Phillips 66 — Buy (add'l)
Phillips 66 — Sold (part)
S16. — Buy (add'l)
S16. — Sold (part)
S16. — Sold
Polans Industries Inc — Int/Div
Polans Industries Inc — Sold (part)
Polans Industries Inc — Buy (add'l)
Polans Industries Inc — Sold (part)
Polans Industries Inc — Buy (add'l)
Polans Industries Inc — Buy (add'l)
Polans Industries Inc — Sold (part)
Polans Industries Inc — Sold (part)
Polans Industries Inc — Sold
Praxair Inc — Int/Div
Praxair Inc — Sold (part)
Praxair Inc — Buy (add'l)
Praxair Inc — Buy (add'l)
Praxair Inc — Sold (part)
Praxair Inc — Buy (add'l)
Praxair Inc — Buy (add'l)
Praxair Inc — Sold (part)
Praxair Inc — Sold
P&G Co. — Int/Div
P&G Co. — Buy (add'l)
P&G Co. — Buy (add'l)
P&G Co. — Buy (add'l)
P&G Co. — Sold (part)
P&G Co. — Sold (part)
P&G Co. — Sold
Qualcomm Inc — Int/Div
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Sold (part)
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Buy (add'l)
Qualcomm Inc — Sold (part)
Qualcomm Inc — Sold
Sysco Corp. — Int/Div
Sysco Corp. — Buy (add'l)
Sysco Corp. — Buy (add'l)
Sysco Corp. — Buy (add'l)
Sysco Corp. — Buy (add'l)
Sysco Corp. — Sold (part)
Sysco Corp. — Sold
Target Com. — Int/Div
Target Com. — Buy (add'l)
SH). — Buy (add'l)
SH). — Buy (add'l)
SH). — Sold (part)
SH). — Sold
U.S. Bancorp — Int/Div
U.S. Bancorp — Buy (add'l)
S$hb6 — Sold (part)
S$hb6 — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Sold (part)
S$hb6 — Sold
United Technologies — Int/Div
United Technologies — Buy (add'l)
United Technologies — Buy (add'l)
United Technologies — Buy (add'l)
United Technologies — Buy (add'l)
United Technologies — Sold (part)
United Technologies — Sold
VF Corp. — Int/Div
S80. — Sold (part)
S80. — Buy (add'l)
S80. — Sold (part)
S80. — Buy (add'l)
S80. — Buy (add'l)
S80. — Buy (add'l)
S80. — Sold (part)
S80. — Sold
WW Grainger Inc — Int/Div
WW Grainger Inc — Sold
Wal-Mart Stores — Int/Div
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 — Sold (part)
Wal-Mart Stores — Sold
WEC Energy Group — Int/Div
WEC Energy Group — Sold (part)
WEC Energy Group — Buy (add'l)
WEC Energy Group — Buy (add'l)
WEC Energy Group — Sold (part)
WEC Energy Group — Buy (add'l)
WEC Energy Group — Sold (part)
WEC Energy Group — Sold
Energy Select Sector SPDR Fund ETF — Int/Div
Energy Select Sector SPDR Fund ETF — Buy
Energy Select Sector SPDR Fund ETF — Buy (add'l)
Financial Select Sector SPDR Active ETF (XLF) — Int/Div
Financial Select Sector SPDR Active ETF (XLF) — Buy
IShares Core S&P (IR) — Int/Div
IShares Core S&P (IR) — Buy
IShares Core MSC EAFE ETF DE (EFA) — Int/Div
IShares Core MSC EAFE ETF DE (EFA) — Buy
IShares Core MSC1 EAFE ETF (1IEFA) — Int/Div
IShares Core MSC1 EAFE ETF (1IEFA) — Buy
IShares MSC China ETF (MCHI) — Int/Div
IShares MSC China ETF (MCHI) — Buy
Shares Core MSC1 Emerging Markets ETF (TEMG) — Int/Div
Shares Core MSC1 Emerging Markets ETF (TEMG) — Buy
Shares Core MSC1 Emerging Markets ETF (TEMG) — Sold (part)
Shares Russell Mid-Cap Value ETF (IWS) — Int/Div
Shares Russell Mid-Cap Value ETF (IWS) — Buy
Shares Russell Mid-Cap Growth ETF (IWF) — Int/Div
Shares Russell Mid-Cap Growth ETF (IWF) — Buy
Pimeco Enhanced Short MAT Active ETF — Int/Div
Pimeco Enhanced Short MAT Active ETF — Buy
Pimeco Enhanced Short MAT Active ETF — Sold
Vanguard Growth ETF (VUG) — Int/Div
Vanguard Growth ETF (VUG) — Buy
Vanguard Growth ETF (VUG) — Buy (add'l)
Vanguard Mid-Cap ETF (VO) — Int/Div
Vanguard Mid-Cap ETF (VO) — Buy
Vanguard Mid-Cap ETF (VO) — Buy (add'l)
Vanguard Value ETF (VTV) — Int/Div
Vanguard Value ETF (VTV) — Buy
Vanguard Value ETF (VTV) — Buy (add'l)
Vanguard Total World Stock ETF — Int/Div
Vanguard Total World Stock ETF — Buy
Vanguard Total World Stock ETF — Buy (add'l)
Invesco KBW Bank ETF (KBWB) — Int/Div
Invesco KBW Bank ETF (KBWB) — Buy
Shares Transn Average (1YT) — Int/Div
Shares Transn Average (1YT) — Buy
Shares Transn Average (1YT) — Sold (part)
IShares Nasdaq Biotechnology ETF (IBB) — Int/Div
IShares Nasdaq Biotechnology ETF (IBB) — Buy
IShares Nasdaq Biotechnology ETF (IBB) — Buy (add'l)
Shares Edge MSCI USA Momentum Factor (MTUM) — Int/Div
Shares Edge MSCI USA Momentum Factor (MTUM) — Buy
650), — Sold (part)
IShares Edge MSCI Quality Factor (USA) (QUAL) — Int/Div
IShares Edge MSCI Quality Factor (USA) (QUAL) — Buy
IShares Edge MSCI Quality Factor (USA) (QUAL) — Sold (part)
Industrial Select Sector SPDR Fund ETF (XL — Int/Div
Industrial Select Sector SPDR Fund ETF (XL — Buy
Industrial Select Sector SPDR Fund ETF (XL — Buy (add'l)
Material Select Sector (XLB) — Int/Div
Material Select Sector (XLB) — Buy
Material Select Sector (XLB) — Sold (part)
Consumer Staples Select Sector SPDR Fund ETF (XL — Int/Div
Consumer Staples Select Sector SPDR Fund ETF (XL — Buy
Consumer Staples Select Sector SPDR Fund ETF (XL — Buy (add'l)
Vanguard Communication Services ETF (VOX) — Int/Div
Vanguard Communication Services ETF (VOX) — Buy
Vanguard Consumer (VCR) — Int/Div
Vanguard Consumer (VCR) — Buy
Vanguard Consumer (VCR) — Sold (part)
Vanguard Financials EF (VFH) — Int/Div
Vanguard Financials EF (VFH) — Buy
Vanguard Healthcare ETF (VHT) — Int/Div
Vanguard Healthcare ETF (VHT) — Buy
Vanguard Healthcare ETF (VHT) — Sold (part)
Vanguard Information (VGT) — Int/Div
Vanguard Information (VGT) — Buy
Vanguard Information (VGT) — Sold (part)
Vanguard Energy ETF (VDE) — Int/Div
Vanguard Energy ETF (VDE) — Buy
Vanguard Energy ETF (VDE) — Sold (part)
MONTGOMERY CNTY MD CONS SR B BER MUNICIPAL BOND — Interest
MONTGOMERY CNTY MD CONS SR B BER MUNICIPAL BOND — Buy
FLORIDA PORTS FING COMMU SR B RV /R/ MUNICIPAL BOND — Interest
FLORIDA PORTS FING COMMU SR B RV /R/ MUNICIPAL BOND — Buy
MASSACHUSETTS DEVT FIN A 2-1 RV BER MUNICIPAL BOND — None — Buy
OSCEOLA CNTY FL TOURIST 2012 BE R/ MUNICIPAL BOND — None — Buy
COLORADO HEALTH FACS AUT SR B BER MUNICIPAL BOND — None — Buy
HENRICO CNTY VA BE/R/ MUNICIPAL BOND — None — Buy
MONTGOMERY CNTY MD CONS BER/ MUNICIPAL BOND — None — Buy
ST OF WA GO SR B BE/R/ MUNICIPAL BOND — None — Buy
WASHINGTON SUBN SAN BE/R/ MUNICIPAL BOND — None — Buy
WISCONSIN ST HEALTH & ED SR A BER MUNICIPAL BOND — None — Buy
GEORGIA ST SR D BE/R/ MUNICIPAL BOND — None — Buy
HOUSTON SR A BE/R/ MUNICIPAL BOND — None — Buy
PARKER CO WTR & SANTN DI BE/R, MUNICIPAL BOND — Interest
PARKER CO WTR & SANTN DI BE/R, MUNICIPAL BOND — Buy
TENNESSEE ST BE/R/ MUNICIPAL BOND — None — Buy
HENRICO CO VA WTR SWR RV BE/R, MUNICIPAL BOND — Interest
HENRICO CO VA WTR SWR RV BE/R, MUNICIPAL BOND — Buy
NEW MEXICO FIN AUT TRANS SR B RV BE/R/ MUNICIPAL BOND — Interest
NEW MEXICO FIN AUT TRANS SR B RV BE/R/ MUNICIPAL BOND — Buy
RUTHERFORD CNTY TN BE/R, MUNICIPAL BOND — Interest
RUTHERFORD CNTY TN BE/R, MUNICIPAL BOND — Buy
SOUTH CAROLINA ST FOR 1S BE/R/ MUNICIPAL BOND — None — Buy
HOUSTON TX UTIL SYS FOR SR B RV BER MUNICIPAL BOND — Interest
HOUSTON TX UTIL SYS FOR SR B RV BER MUNICIPAL BOND — Buy
BEXAR ONTY TX FOR ISSUE BE/R/ MUNICIPAL BOND — Interest
BEXAR ONTY TX FOR ISSUE BE/R/ MUNICIPAL BOND — Buy
AUSTIN TX FOR ISSUES DA BE/R/ MUNICIPAL BOND — None — Buy
T08.
T13.
TIS.
Partner, Morris, Nichols, Arsht & Tunnell LLP (1/1/18 through 8/9/18)
Trustee, Family Trust
Agreement — 91118 — Agreement with Morns, Nichols, Arsht & Tunnell LLP re: buy out of portion of firm pension
Income — 2018 — Morris, Nichols, Arsht & Tunnell LLP -- partnership income through 7/31/2018 and pursuant to agreements listed in Part 11. — $1.965.000.00
FOI Fait LL FOSINRIS. | OO THR TCULCIVEG diy TRCIEC TEORTE THC LUST ISIC GEE TRIVE TIO DERCTICKL HICTCSt in i.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19863. Public record. Not legal advice.