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What was filed

  • 115

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Public Employees Retirement Association (PERA) -- retirement

As filed

Northwestern Mutual Modified Whole Life Policies — Interest

Mass. Mutual Whole Life Policy — Interest

Thrivant Lutheran Brotherhood Whole Life Policy — Interest

Open Intelligence Software Group, Inc. Class A Common Stock — Dividend

IRA #1 (H)

Janus Henderson Money Market Fund D Shares — Interest — Sold (part)

Janus Henderson Money Market Fund D Shares — Sold (part)

Janus Henderson Money Market Fund D Shares — Buy (add'l)

Janus Henderson Money Market Fund D Shares — Sold (part)

Janus Henderson Global Technology Fund D Shares — Dividend — Buy (add'l)

Janus Henderson Forty Fund D Shares — Dividend — Buy (add'l)

Janus Henderson Forty Fund D Shares — Buy (add'l)

Janus Henderson Forty Fund D Shares — Sold (part)

Janus Henderson Forty Fund D Shares — Buy (add'l)

Janus Henderson U.S. Growth Opportunities Fund D Shares — Dividend — Buy (add'l)

Janus Henderson Enerprise Fund D Shares — Dividend — Buy

Janus Henderson Enerprise Fund D Shares — Buy (add'l)

Janus Henderson Global Life Sciences Fund D Shares — Dividend — Buy

Janus Henderson Global Life Sciences Fund D Shares — Sold (part)

Brokerage (H)

Amazon.Com Inc — None — Sold

Fidelity Core Cash Management Account — Interest

Microsoft Corp — Dividend

AT&T Inc — Dividend — Buy

AT&T Inc — Buy (add'l)

AT&T Inc — Buy (add'l)

AT&T Inc — Buy (add'l)

Meet Group Inc Com — None — Buy

Meet Group Inc Com — Buy (add'l)

Meet Group Inc Com — Sold

Arista Networks Inc Com — None — Buy

Arista Networks Inc Com — Sold

Editas Medicine Inc Com — None — Buy

Editas Medicine Inc Com — Sold

Kohls Corp Com — Dividend — Buy

Kohls Corp Com — Sold

Attunity Ltd Shs New — None — Buy

Attunity Ltd Shs New — Sold

Palo Alto Networks Inc Com — None — Buy

Palo Alto Networks Inc Com — Buy (add'l)

Palo Alto Networks Inc Com — Sold

Ark ETF Tr Fintech Innova — None — Buy

Ark ETF Tr Fintech Innova — Sold

Nvidia Corp — Dividend — Buy

Nvidia Corp — Sold

Nvidia Corp — Buy

Invesco QQQ Tr Unit Ser 1 — Dividend — Buy

Invesco QQQ Tr Unit Ser 1 — Sold

Ericsson ADR — None — Buy

Ericsson ADR — Buy (add'l)

Alibaba Group Holding Ltd — None — Buy

Alibaba Group Holding Ltd — Sold

Petmed Express Inc Com — Dividend — Buy

Petmed Express Inc Com — Sold

Enphase Energy Inc Com — None — Buy

Enphase Energy Inc Com — Buy (add'l)

Enphase Energy Inc Com — Sold

Enphase Energy Inc Com — Buy

Solaredge Technologies Inc Com — None — Buy

Solaredge Technologies Inc Com — Buy (add'l)

Solaredge Technologies Inc Com — Sold

Verizon Communications — None — Buy

Nokia OYJ ADR — None — Buy

Nokia OYJ ADR — Buy (add'l)

Nokia OYJ ADR — Sold

IRA #2 (H)

FDIC Insured Deposit at US Bank — Interest

Alibaba Group Hldg Ltd — None — Sold

Alibaba Group Hldg Ltd — Buy

Alibaba Group Hldg Ltd — Sold

Home Depot Inc Com — Dividend

SalesForce Com Inc — None — Sold

Verizon Communications — Dividend — Sold

Abbvie Inc Com — Dividend — Buy

Abbvie Inc Com — Sold

Royal Bank of Canada Com — Dividend — Buy

Royal Bank of Canada Com — Sold

Apple Inc Com — Dividend — Buy

Apple Inc Com — Sold

Apple Inc Com — Buy

Vanguard World FDS Vanguard Information — None — Buy

Vanguard World FDS Vanguard Information — Sold

Amazon.Com Inc — None — Buy

ALPS ETF Tr Clean Energy — Dividend — Buy

ALPS ETF Tr Clean Energy — Buy (add'l)

Keysight Technologies Inc Com — None — Buy

Chipotle Mexican Grill Inc Com — None — Buy

Nvidia Corp — None — Buy

IRA #3 (H)

Dodge & Cox Stock Fd. — Dividend — Buy (add'l)

Dodge & Cox Stock Fd. — Sold (part)

Dodge & Cox Stock Fd. — Buy (add'l)

Dodge & Cox Balanced Fd. — Dividend — Buy (add'l)

Dodge & Cox Income Fd. — Dividend — Sold (part)

Dodge & Cox Income Fd. — Buy (add'l)

Dodge & Cox Income Fd. — Buy (add'l)

Dodge & Cox Income Fd. — Sold (part)

Dodge & Cox Income Fd. — Sold (part)

Dodge & Cox Global Stock Fund — Dividend — Buy

Dodge & Cox Global Stock Fund — Sold (part)

Dodge & Cox Global Stock Fund — Sold (part)

IRA #4 (H)

MFS Intl Diversification I Fund — Dividend

AIG Focused Div Strat A Fund — Dividend — Sold

Cambiar SMID Investor Fund — Dividend

Templeton Global Total Return Adv Fund — Dividend — Sold

BrandywineGlobal Alt Credit I — Dividend

FT North American Energy Infra — Dividend

Catalyst Millburn HGD Strat I — Dividend

American Bond Fund of America F2 — Dividend — Sold (part)

Vanguard Value ETF — Dividend — Buy

The Financial Sel Sect SPDR Fd — Dividend — Buy

Brokerage #2 (H)

Fidelity MSCI Information (X) — Dividend

Fidelity NASDAQ Composite Indes (X) — Dividend

Spouse's income — 2019 — Public Employees Retirement Association (PERA) -- retirement

1) This report was prepared on my behalf by my accountant.

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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