Norman H. Stahl

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 1123

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Tufts Medical Center Board of Governors

As filed

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

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

Martha's Vineyard Savings Bank, Cash — Interest

Trust#1(H)

Exxon Mobil — Int/Div

Kellogg Co — Int/Div — Buy (add'l)

Kellogg Co — Buy (add'l)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Pepsico — Int/Div

Charles Schwab Corp — Int/Div — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Sold (part)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Sold (part)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Alphabet Inc. Class C — None — Sold (part)

Nestle SA — Int/Div — Buy (add'l)

Nestle SA — Buy (add'l)

Nestle SA — Sold (part)

Nestle SA — Sold (part)

Diageo PLC — Int/Div — Sold (part)

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Walt Disney Co — Int/Div — Buy (add'l)

Walt Disney Co — Buy (add'l)

Walt Disney Co — Sold (part)

Walt Disney Co — Sold (part)

Walt Disney Co — Sold (part)

Nike Inc. Class B — Int/Div — Sold (part)

Nike Inc. Class B — Sold (part)

Nike Inc. Class B — Sold (part)

Nike Inc. Class B — Sold (part)

Nike Inc. Class B — Sold

Lululemon Athletica — None — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold

VisalncCLA — None — Sold

LVMH MOET — Int/Div — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

Comcast Corporation — Int/Div — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Sold (part)

Comcast Corporation — Sold (part)

Comcast Corporation — Sold (part)

Comcast Corporation — Sold (part)

Comcast Corporation — Sold (part)

McDonalds — Int/Div — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

Wal-mart Stores — Int/Div — Sold (part)

Wal-mart Stores — Sold (part)

Wal-mart Stores — Buy (add'l)

Wal-mart Stores — Buy (add'l)

Wal-mart Stores — Sold (part)

Wal-mart Stores — Sold (part)

Wal-mart Stores — Sold (part)

Wal-mart Stores — Sold (part)

Carmval Corp — Int/Div — Sold (part)

Carmval Corp — Sold

Facebook Class A — None — Sold (part)

Facebook Class A — Buy (add'l)

Facebook Class A — Buy (add'l)

Facebook Class A — Buy (add'l)

Facebook Class A — Buy (add'l)

Facebook Class A — Sold (part)

Facebook Class A — Sold (part)

Heineken NV FADR — Int/Div — Sold (part)

Heineken NV FADR — Sold (part)

Heineken NV FADR — Sold (part)

Heineken NV FADR — Sold (part)

Heineken NV FADR — Sold (part)

Heineken NV FADR — Sold (part)

Marriott Int] Inc. Class A — Int/Div — Sold (part)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Microsoft Corp — Int/Div — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Coca Cola — Int/Div — Buy (add'l)

Coca Cola — Sold (part)

Coca Cola — Buy (add'l)

Coca Cola — Sold (part)

Coca Cola — Sold (part)

Darden Restaurants — Int/Div — Sold (part)

Darden Restaurants — Sold (part)

Darden Restaurants — Sold (part)

Darden Restaurants — Sold (part)

Dunkin Brands Group — Int/Div — Buy (add'l)

Dunkin Brands Group — Buy (add'l)

Dunkin Brands Group — Sold (part)

Hersey Company — Int/Div — Buy (add'l)

Hersey Company — Sold

Proctor & Gamble — Int/Div — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold

Ulta Beauty, Inc — None — Buy (add'l)

Ulta Beauty, Inc — Buy (add'l)

Ulta Beauty, Inc — Buy (add'l)

Ulta Beauty, Inc — Sold (part)

Ulta Beauty, Inc — Sold (part)

Time Warner, luc. {Became AT&T on 6152018) — Int/Div — Buy

Time Warner, luc. {Became AT&T on 6152018) — Buy (add'l)

Time Warner, luc. {Became AT&T on 6152018) — Buy (add'l)

Time Warner, luc. {Became AT&T on 6152018) — Buy (add'l)

Time Warner, luc. {Became AT&T on 6152018) — Buy (add'l)

Time Warner, luc. {Became AT&T on 6152018) — with line 137)

AT&T (Merger Time Warmer to AT&T) — None — Open

AT&T (Merger Time Warmer to AT&T) — Sold (part)

AT&T (Merger Time Warmer to AT&T) — Sold (part)

AT&T (Merger Time Warmer to AT&T) — Sold

Anheuser Busch Inbey — Int/Div — Buy

Anheuser Busch Inbey — Buy (add'l)

Anheuser Busch Inbey — Buy (add'l)

Anheuser Busch Inbey — Buy (add'l)

Anheuser Busch Inbey — Buy (add'l)

Anheuser Busch Inbey — Sold (part)

Anheuser Busch Inbey — Sold (part)

Anheuser Busch Inbey — Sold (part)

Ebay — None — Buy

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Sold (part)

Ebay — Sold (part)

Home Depot — Int/Div — Buy

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Illinois Tool Works — Int/Div — Buy

Illinois Tool Works — Buy (add'l)

Illinois Tool Works — Sold (part)

Illinois Tool Works — Sold (part)

Illinois Tool Works — Sold

Sherwin Williams Co — Int/Div — Buy

Starbucks — Int/Div — Buy

Tiffany Co — None — Buy

Tiffany Co — Buy (add'l)

Weight Watchers Intl — None — Buy

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Wilham Sonoma — Int/Div — Buy

Wilham Sonoma — Buy (add'l)

Wilham Sonoma — Buy (add'l)

Wilham Sonoma — Buy (add'l)

Wilham Sonoma — Buy (add'l)

Cash, Schwab Bank Sweep — Interest

US Treasury NT Due 8/15/18 — Interest — Matured

US Treasury Bill Due 531/18 — Interest — Matured

US Treasury Bill Due 5/30/19 — None

US Treasury Bill Due 8/15/19 — None

Trust # 2 IRA (H)

Alphabet Inc. Class € — None — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Sold (part)

Anheuser-Busch — Int/Div — Sold (part)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Sold (part)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Sold (part)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Carnival Corp — Int/Div — Sold (part)

Carnival Corp — Sold (part)

Carnival Corp — Sold (part)

Carnival Corp — Sold (part)

Carnival Corp — Buy (add'l)

Carnival Corp — Sold (part)

Carnival Corp — Sold (part)

Carnival Corp — Sold (part)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Sold (part)

Carnival Corp — Sold (part)

Carnival Corp — Sold (part)

Carnival Corp — Sold

Charles Schwab Corp — Int/Div — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Sold (part)

Charles Schwab Corp — Sold (part)

Charles Schwab Corp — Sold (part)

Charles Schwab Corp — Sold (part)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

MATS — Buy (add'l)

MATS — Buy (add'l)

MATS — Buy (add'l)

MATS — Buy (add'l)

MATS — Buy (add'l)

MATS — Buy (add'l)

MATS — Buy (add'l)

MATS — Buy (add'l)

Coca Cola Company — Int/Div — Sold (part)

Coca Cola Company — Buy (add'l)

Coca Cola Company — Buy (add'l)

Coca Cola Company — Sold (part)

Coca Cola Company — Buy (add'l)

Coca Cola Company — Sold (part)

Coca Cola Company — Sold (part)

Coca Cola Company — Buy (add'l)

Coca Cola Company — Buy (add'l)

bad) — Sold (part)

bad) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

Comcast — Int/Div — Sold (part)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — a

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Sold (part)

Comcast — Buy (add'l)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Darden Restaurants — Int/Div — Sold (part)

Darden Restaurants — Sold (part)

Darden Restaurants — Buy (add'l)

Darden Restaurants — Buy (add'l)

Darden Restaurants — Sold (part)

RIT) — Buy (add'l)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Buy (add'l)

Diageo, PLC — Int/Div — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

Dunkin Brands Group — Int/Div — Buy (add'l)

Dunkin Brands Group — Buy (add'l)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Buy (add'l)

Dunkin Brands Group — Buy (add'l)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold (part)

Adb6 — Sold (part)

Adb6 — Sold (part)

Ebay — None — Buy

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Sold (part)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Sold (part)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Facebook, Inc. Class A — None — Sold (part)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

ARO. — Buy (add'l)

ARO. — Buy (add'l)

ARO. — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Sold (part)

assy — Sold (part)

Heineken NV — Int/Div — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Sold (part)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Hershey Company — Int/Div — Sold (part)

Hershey Company — Buy (add'l)

Hershey Company — Buy (add'l)

Hershey Company — Buy (add'l)

Hershey Company — Buy (add'l)

Hershey Company — Buy (add'l)

Hershey Company — Sold

Home Depot — Int/Div — Buy

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Sold (part)

Home Depot — Sold (part)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Home Depot — Buy (add'l)

Minois Tools Works — Int/Div — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Sold (part)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Buy (add'l)

Minois Tools Works — Sold (part)

Minois Tools Works — Sold (part)

Minois Tools Works — Sold (part)

Minois Tools Works — Sold (part)

Minois Tools Works — Sold

Kellogg Company — Int/Div — Sold (part)

Kellogg Company — Buy (add'l)

Kellogg Company — Buy (add'l)

Kellogg Company — Buy (add'l)

Kellogg Company — Buy (add'l)

Kellogg Company — Buy (add'l)

Kellogg Company — Sold (part)

Kellogg Company — Buy (add'l)

Kellogg Company — Buy (add'l)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Buy (add'l)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold (part)

Kellogg Company — Sold

LVMH MOET — Int/Div — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

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)

Lululemon Athletica — None — 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

Marriott Int] Inc Class A — Int/Div — Buy

Marriott Int] Inc Class A — Buy (add'l)

Marriott Int] Inc Class A — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

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. — Buy (add'l)

S10. — Buy (add'l)

S16. — Buy (add'l)

S16. — Buy (add'l)

S16. — Buy (add'l)

McDonalds — Int/Div — Sold (part)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

Microsoft Corp — Int/Div — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

SH). — Sold (part)

SH). — Sold (part)

SH). — Sold (part)

SH). — Sold (part)

S$Hd — Sold (part)

S$Hd — 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)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

Nestle — Int/Div — Sold (part)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

S80. — Sold (part)

S80. — Sold (part)

S80. — Buy (add'l)

S80. — Buy (add'l)

S80. — Sold (part)

S80. — Sold (part)

S80. — Sold (part)

S80. — Sold (part)

S80. — Sold (part)

S80. — Sold (part)

S80. — Sold (part)

Nike Inc — Int/Div — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Sold

Proctor & Gamble — Int/Div — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold

Sherwin William Co — Int/Div — Buy

Sherwin William Co — Buy (add'l)

Sherwin William Co — Buy (add'l)

Sherwin William Co — Buy (add'l)

Sherwin William Co — Sold (part)

Sherwin William Co — Sold (part)

Sherwin William Co — Buy (add'l)

Starbucks Corp — Int/Div — Buy

Starbucks Corp — Buy (add'l)

Starbucks Corp — Buy (add'l)

Starbucks Corp — Buy (add'l)

Starbucks Corp — Buy (add'l)

Starbucks Corp — Buy (add'l)

Starbucks Corp — Buy (add'l)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Tiffany & Co — None — 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)

Tiffany & Co — Buy (add'l)

650), — Buy (add'l)

Ultra Beauty Inc — None — Sold (part)

Ultra Beauty Inc — Buy (add'l)

Ultra Beauty Inc — Buy (add'l)

Ultra Beauty Inc — Buy (add'l)

Ultra Beauty Inc — Buy (add'l)

Ultra Beauty Inc — Buy (add'l)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — prt)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Buy (add'l)

Ultra Beauty Inc — Buy (add'l)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Sold (part)

Ultra Beauty Inc — Buy (add'l)

Ultra Beauty Inc — Buy (add'l)

Visa, Inc — None — Sold

Walmart Stores Inc — Int/Div — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Buy (add'l)

Walmart Stores Inc — Buy (add'l)

Walmart Stores Inc — Buy (add'l)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Buy (add'l)

Walmart Stores Inc — Buy (add'l)

Walmart Stores Inc — Buy (add'l)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Buy (add'l)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

Walmart Stores Inc — Sold (part)

T00. — Sold (part)

T00. — Sold (part)

T00. — Sold (part)

T00. — Sold (part)

Walt Disney Co — Int/Div — Sold (part)

Walt Disney Co — Buy (add'l)

Walt Disney Co — Buy (add'l)

Walt Disney Co — Buy (add'l)

T08. — Buy (add'l)

T08. — Sold (part)

T08. — Sold (part)

T08. — Sold (part)

T08. — Sold (part)

T13. — Sold (part)

T13. — Sold (part)

T13. — Sold (part)

T13. — Sold (part)

T13. — Sold (part)

TIS. — Sold (part)

TIS. — Sold (part)

TIS. — Sold (part)

TIS. — Sold (part)

William Sonoma — Int/Div — Buy

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Sold (part)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

T16. — Buy (add'l)

T16. — Buy (add'l)

T16. — Buy (add'l)

T16. — Buy (add'l)

Weight Watchers Intl — None — Buy

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Weight Watchers Intl — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Int/Div — Buy

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. {Became AT&T on &152018) — Sold (part)

T60). — Sold (part)

T60). — Sold (part)

T60). — with line 763)

AT&T (Merger Time Warner to AT&T) — None — Open

AT&T (Merger Time Warner to AT&T) — Sold (part)

AT&T (Merger Time Warner to AT&T) — Sold (part)

T66. — Sold (part)

T66. — Sold

Cash, Schwab Bank Sweep — Interest

Bank of India CD Due 59/18 — Interest — Matured

Bank of China CD Due 7/16/18 — Interest — Matured

Beal Bank USA CD Due 4/25/18 — Interest — Matured

Congressional Bank CD Due 5/15/18 — Interest — Matured

United Bank Vermno CD Due 5/15/18 — Interest — Matured

US Treasury Note Due 5/15/19 — Interest — Buy

US Treasury Note Due 4/30/19 — Interest — Buy

US Treasury Bill Due 11/8/18 — Interest — Buy

bail — Matured

US Treasury Bill Due 59/19 — None — Buy

Wells Fargo CD Due 8/27/19 — Interest — Buy

Trust 3 (H)

Alphabet Inc. Class ( — None — Sold (part)

Alphabet Inc. Class ( — Sold (part)

Alphabet Inc. Class ( — Sold (part)

Alphabet Inc. Class ( — Buy (add'l)

Anheuser-Busch — Int/Div — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Buy (add'l)

Anheuser-Busch — Sold (part)

Anheuser-Busch — Sold (part)

Carmival Corp — Int/Div — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Sold (part)

Carmival Corp — Sold

Charles Schwab Corp — Int/Div — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Sold (part)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

Charles Schwab Corp — Buy (add'l)

R13. — Buy (add'l)

R14, — Buy (add'l)

Coca Cola Company — Int/Div — Buy (add'l)

R16. — Buy (add'l)

R16. — Buy (add'l)

R16. — Sold (part)

R16. — Sold (part)

R16. — Buy (add'l)

R16. — Buy (add'l)

R16. — Sold (part)

R16. — Sold (part)

Comcast Corporation — Int/Div — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Sold (part)

Comcast Corporation — put)

Comcast Corporation — Sold (part)

Comcast Corporation — Sold (part)

Comcast Corporation — Sold (part)

ERrS — Sold (part)

ERrS — Sold (part)

ERrS — Sold (part)

Darden Restaurants — Int/Div — Buy (add'l)

Darden Restaurants — Sold (part)

Darden Restaurants — Sold (part)

Darden Restaurants — Sold (part)

Darden Restaurants — Sold (part)

Darden Restaurants — Sold (part)

Diageo PLC — Int/Div — Sold (part)

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Dunkin Brands Group — Int/Div — Buy (add'l)

Dunkin Brands Group — Buy (add'l)

Dunkin Brands Group — Buy (add'l)

Ebay — None — Buy

Ebay — Buy (add'l)

Ebay — Buy (add'l)

Ebay — Buy (add'l)

R54, — Buy (add'l)

R54, — Buy (add'l)

R54, — Buy (add'l)

R54, — Buy (add'l)

R54, — Buy (add'l)

R54, — Buy (add'l)

Shi) — Buy (add'l)

Shi) — Buy (add'l)

Shi) — Sold (part)

Shi) — Sold (part)

Shi) — Sold (part)

Exxon Mobil — Int/Div

Facebook Inc Class A — None — Sold (part)

Facebook Inc Class A — Buy (add'l)

Facebook Inc Class A — Buy (add'l)

Facebook Inc Class A — Buy (add'l)

R70. — Buy (add'l)

R70. — Buy (add'l)

R70. — Buy (add'l)

R70. — Sold (part)

R70. — Sold (part)

Heineken NV — Int/Div — Sold (part)

R76. — Sold (part)

R76. — Sold (part)

R76. — Sold (part)

R76. — Sold (part)

R76. — Sold (part)

R76. — Sold (part)

R76. — Sold (part)

R76. — Sold (part)

Hershey Company — Int/Div — Buy (add'l)

Hershey Company — Buy (add'l)

Hershey Company — Buy (add'l)

Hershey Company — Buy (add'l)

Hershey Company — Buy (add'l)

Hershey Company — Sold (part)

KOM) — Sold (part)

KOM) — Sold

Home Depot — Int/Div — Buy

EUR) — Buy (add'l)

EUR) — Buy (add'l)

EUR) — Buy (add'l)

EUR) — Buy (add'l)

llinois Tool Works — Int/Div — Buy

llinois Tool Works — Buy (add'l)

llinois Tool Works — Buy (add'l)

llinois Tool Works — Buy (add'l)

llinois Tool Works — Buy (add'l)

llinois Tool Works — Sold (part)

llinois Tool Works — Sold (part)

llinois Tool Works — Sold (part)

llinois Tool Works — Sold

Kellogg Company — Int/Div — Buy (add'l)

Kellogg Company — Buy (add'l)

Kellogg Company — Buy (add'l)

éwW9 — Buy (add'l)

éwW9 — Buy (add'l)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold (part)

éwW9 — Sold

LVMH MOET — Int/Div — Sold (part)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

Lululemon Athletics — None — Sold (part)

Lululemon Athletics — Sold (part)

Lululemon Athletics — Sold (part)

Lululemon Athletics — Sold (part)

Lululemon Athletics — Sold (part)

Lululemon Athletics — Sold (part)

Lululemon Athletics — Sold

Marriott Int] Inc. Class A — Int/Div — Sold (part)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — hw

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

McDonalds — Int/Div — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Sold (part)

Microsoft Corp — Int/Div — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold (part)

Nestle — Int/Div — Buy (add'l)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

Nike Inc Class B — Int/Div — Sold (part)

OhH6. — Sold (part)

OhH6. — Sold (part)

OhH6. — Sold (part)

OhH6. — Sold

Pepsico — Int/Div

Proctor & Gamble — Int/Div — Buy (add'l)

Proctor & Gamble — hw

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Buy (add'l)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold (part)

Proctor & Gamble — Sold

Starbuks — Int/Div — Buy

Starbuks — Buy (add'l)

Starbuks — Buy (add'l)

Starbuks — Buy (add'l)

Starbuks — Buy (add'l)

Starbuks — Sold (part)

Sherwin Williams Co — Int/Div — Buy

Sherwin Williams Co — Buy (add'l)

Tiffuny & Co — None — Buy

Tiffuny & Co — Buy (add'l)

Tiffuny & Co — Buy (add'l)

Tiffuny & Co — Buy (add'l)

Ulta Beauty Inc — None — Buy (add'l)

1000), — Buy (add'l)

1000), — Buy (add'l)

1000), — Buy (add'l)

1003, — Buy (add'l)

1003, — Buy (add'l)

1003, — Sold (part)

1003, — Sold (part)

1003, — Sold (part)

Visa — Int/Div — Sold

Wal-Mart Stores — Int/Div — Sold (part)

1010, — Sold (part)

1010, — Sold (part)

1010, — Sold (part)

1013, — Sold (part)

1014, — Buy (add'l)

1014, — Buy (add'l)

1014, — Buy (add'l)

1014, — Sold (part)

1018, — Sold (part)

1019, — Sold (part)

Walt Disney Co — Int/Div — Buy (add'l)

Walt Disney Co — Buy (add'l)

Walt Disney Co — Sold (part)

Walt Disney Co — Sold (part)

Walt Disney Co — Sold (part)

William Sonoma — Int/Div — Buy

1026, — Buy (add'l)

1026, — Buy (add'l)

1026, — Buy (add'l)

1026, — Buy (add'l)

1030, — Buy (add'l)

1030, — Buy (add'l)

1030, — Buy (add'l)

1030, — Buy (add'l)

1034, — Buy (add'l)

1034, — Buy (add'l)

1036, — Buy (add'l)

Weight Watchers Intl — Buy

1038, — Buy (add'l)

1038, — Buy (add'l)

1040, — Buy (add'l)

1040, — Buy (add'l)

1040, — Buy (add'l)

1040, — Buy (add'l)

Time Warner, Inc. (Became AT&T on &152018) — Int/Div — Buy

Time Warner, Inc. (Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. (Became AT&T on &152018) — Buy (add'l)

Time Warner, Inc. (Became AT&T on &152018) — Buy (add'l)

1048, — Buy (add'l)

1049, — Buy (add'l)

1050, — Buy (add'l)

1050, — Buy (add'l)

1050, — Sold (part)

1050, — with line 1054)

AT&T (Merger Time Warmer to AT&T) — None — Open

AT&T (Merger Time Warmer to AT&T) — Sold (part)

AT&T (Merger Time Warmer to AT&T) — Sold (part)

AT&T (Merger Time Warmer to AT&T) — Sold (part)

1058, — Sold

Cash, Schwab Bank Sweep — Interest

US Treasury CD Due 5/3/18 — Interest — Matured

US Treasury Bill Due 11/1/18 — Interest — Buy

US Treasury Bill Due 11/1/18 — Matured

US Treasury Bill Due 5/2/19 — None — Buy

Trust £ 4 (H)

Cash, Sch MA Mun MMF — Interest

Massachusetts St Dev Fin Bond, 5%, Due 09/01/2019 — Interest — Sold (part)

1068, — Sold

Town of Braintree MA 5%, Due 05/15/2019 — Interest

Houston Tex ARPT Sys Rev 5%, Due 07012021 — Interest — Sold

Massachusetts St Wir § %. Due 08/01/2021 — Interest

Pittsfield Mass Rfdg St 5%, Due 03012020 — Interest

Massachusetts Bay Transn Auth 5% Due 07012022 — Interest

Nebraska St Public Powr Dist 5% Due 01012025 — Interest

Marshfield MA Muni Purpose Bond 5% Due 110172024 — Interest

Althens. AL 5% Due 02/01/2023 — Interest

TX Southmost CLG 5% Due 02/15/2025 — Interest

Peabody, MA 4% Due 7/15/21 — Interest

Georgetown, MA 4% Due 5/1/20 — Interest

MA ST FED HWY 5% Due 6/15/26 — Interest

MA ST SCH BLDG AUTH 5% Due R15729 — Interest

Boston MA 4" Due 03/01/27 — Interest

Foxborough MA 4% Due 05/15/25 — Interest — Sold

MA ST Trans FD 5% Due 06/01/27 — Interest — Sold

Billerica Mass $% Due 2/1/24 — Interest

FL St B/E Lottery 5% Due 7/1/24 — Interest

IN Mun Pwr Supps RE 5% Due 1/1/28 — Interest

MA St Wir Poll Abat 5% Due 8/1/19 — Interest — Sold

Barnstable MA 4% Due 2/15/25 — None — Buy

Marlborough MA 4% Due 6/15/25 — Interest — Buy

MA ST Trans FD 4% Due 6/1/28 — None — Buy

MA ST Wir Res Auth 5% Due 8/1/27 — None — Buy

Pennsylvania St 5% Due 1/1/27 — Interest — Buy

WI St Hith Ed FA 5% Due 8/15/30 — None — Buy

Trust # S IRA (H)

ALPS ETF TR Alerian MLP — Int/Div — Buy (add'l)

Altria Group Inc — Int/Div

Bank of Montreal — Int/Div

BCE Inc. New — Int/Div

Welltower. Inc — Int/Div — Buy (add'l)

Lockheed Martin Corp. — Int/Div — Sold (part)

Lockheed Martin Corp. — Sold (part)

Merck & Co Inc — Int/Div — Buy (add'l)

Merck & Co Inc — Sold (part)

Royal Dutch Shell PLC — Int/Div — Sold (part)

American Electric Power — Int/Div

Chevron — Int/Div — Sold (part)

HSBC Holdings PLC — Int/Div — Sold (part)

Weverhaeuser — Int/Div — Sold (part)

Weverhaeuser — Sold (part)

1112, — Sold

Simon Property Group, Inc — Int/Div — Buy (add'l)

GlaxoSmithK ine — Int/Div — Buy (add'l)

1115, — Buy (add'l)

1116, — Sold

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

Duke Energy — Int/Div — Buy (add'l)

Eaton Corporation — Int/Div — Sold (part)

Venzon — Int/Div

Abbvie — Int/Div — Sold (part)

Caterpillar — Int/Div — Sold (part)

Cisco Systems — Int/Div — Sold (part)

1124, — Sold (part)

Crown Castle Intermaional Corp — Int/Div — Buy

Crown Castle Intermaional Corp — Buy (add'l)

Crown Castle Intermaional Corp — Buy (add'l)

Crown Castle Intermaional Corp — Int/Div — Buy

Board Member, Tufts Medical Center Board of Governors

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.