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What was filed

  • 81

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Northwestern Mutual
  • Spouse's Non-Investment Income: Western Management, LP (Owner/Partner)

As filed

Vacation Home - Ruidoso, NM (1/2 Interest) — None

ACCOUNT, CHARLES SCHWAB, LCNM — Interest

Schwab Govt. Money Fund Investor — Dividend — Buy

Splunk Inc. — None — Buy

Alphabet Inc. Class C — None

Twitter Inc. — None — Buy

Costar Group Inc. — None — Buy

Redhat Inc. — None — Sold

Globan Payments Inc. — None — Sold

Mongodb Inc. Class A — None

Idexx Labs Inc. — None

Roku Inc. Class A — None

Tyler Technologies — None

Illumina Inc. — None — Sold

Adobe Systems Inc. — None

Mastercard Inc. Class A — Dividend

Gartner Inc. — None — Sold

Microsoft Corp. — Dividend

Visa Inc. Class A — Dividend

Yext Inc. — None — Sold

Intuitive Surgical — None

Veeva Systems Inc. Class A — None

Service Now Inc. — None — Buy

Walt Disney Co. — Dividend — Buy

Pinckney MI CMTY 6.6%27GO UTX — Interest — Buy

Perry OH LSD STA 5.65%GO UTX — Interest — Buy

Whitehall MI DS 6.5%29GO UTX — Interest — Buy

Utica MI CMNTY S 6.05%24GO UTX — Interest — Buy

US Treasury Bill2OU S T Bill Due 02/13/20 — None — Buy

IRA - CHARLES SCHWAB, LCNM — Dividend

Alphabet Inc. Class C — None

Schwab Govt. Money Fund Investor — Dividend

Twitter Inc. — None

Splunk Inc. — None

Roku Inc. Class A — None

Tyler Technologies — None

Illumina Inc. — None — Sold

Mastercard Inc. Class A — Dividend

Adobe Systems Inc. — None

Idexx Labs Inc. — None

Yext Inc. — None — Sold

Mongodb Inc. Class A — None

Intuitive Surgical — None

Visa Inc. Class A — Dividend

Veeva Systems Inc. Class A — None

Global Payments Inc. — Dividend — Sold

Gartner Inc. — None — Sold

Microsoft Corp. — Dividend

Costar Group Inc. — None — Buy

Service Now Inc. — None — Buy

Walt Disney Co. — Dividend — Buy

401K - ABG ROCKY MOUNTAIN CONSULTANTS, DENVER, CO

Blackrock High Yield Bond Inst. 1 — None — Sold

Columbia Dividend Income Inst. 2 — None — Sold

DFA Emerging Markets I — None — Sold

Dodge & Cox Income — None — Sold

Fidelity Advisor Small Cap Growth I — None — Sold

Fidelity Select Health Care — None — Sold

Ivy International Core Equity Y — None — Sold

Janus Henderson Enterprise T — None — Sold

MetLife Stable Value Fund — None — Sold

PIMCO Income A — None — Sold

T. Rowe Price Blue Chip Growth — None — Sold

Undiscovered Managers Behavioral Val R6 — None — Sold

Vanguard Information Technology Index Admiral — None — Sold

Vanguard Real Estate Index Admiral — None — Sold

Wells Fargo Special Mid Cap Value Inst. — None — Sold

ABG Growth CIF R1 (CUSIP No. 41023L860) — None — Buy

529 - CHARLES SCHWAB,

Aggressive Track - 40% Equity Portfolio — None

529 - CHARLES SCHWAB,

Aggressive Track - 70% Equity Portfolio — None — Sold

Aggressive Track - 60^ Equity Portfolio — None — Buy

529 - CHARLES SCHWAB,

Aggressive Track - 80% Equity Portfolio — None — Sold

Aggressive Track - 70% Equity Portfolio — None — Buy

529 - CHARLES SCHWAB,

Aggressive Track - 70% Equity Portfolio — None

Northwestern Mutual Whole Life Insurance Policy - Cash Value — Interest

Citizens Bank, LCNM (Accounts) — Interest

Citizens Bank - IRA (Formerly listed as NM Bank and Trust — Interest

Liability — Northwestern Mutual — Loan

Spouse's income — 2019 — Spouse's Non-Investment Income: Western Management, LP (Owner/Partner)

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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