Charles A. Stampelos

2019

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Pull out the substance of this filing.

What was filed

  • 451

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • State of Florida Retirement - HIS

As filed

Synovus (f/k/a Tallahassee State Bank) (cash accounts) — Interest

Bank of America (cash accounts) — Interest

Envision CreditUnion (cash account) — Interest

Nationwide (St of Fl. Def.Comp.) NRS Fla. Fixed Fund #1 — Interest

TRowePrice (TRP) (IRA) (H)

ELOXX Pharm. Inc. Com ELOX — None — Sold

Mitek — None

U.S. Treasury Money — Dividend

Charles Schwab IRA Rollover #1 (H)

Wheaton Precious Met (WPM) — Dividend — Sold

IShares Gold ETF (IAU) — None

Schwab Val. Adv. (SWVXX) (MM non- sweep) — Dividend — Sold (part)

Schwab Val. Adv. (SWVXX) (MM non- sweep) — Sold (part)

Schwab Val. Adv. (SWVXX) (MM non- sweep) — Sold (part)

Schwab Val. Adv. (SWVXX) (MM non- sweep) — Sold (part)

Charles Schwab Reserves (SWSXX) (MM sweep) — Dividend — Sold (part)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Sold (part)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Sold (part)

Charles Schwab Reserves (SWSXX) (MM sweep) — Sold (part)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Sold (part)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Buy (add'l)

Charles Schwab Reserves (SWSXX) (MM sweep) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Dividend — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Thomas Partners, Div. of Charles Schwab #2 ETFs etc. (H)

SPDR Short Term Corp BND ETF (SPSB) — Dividend — Buy

SPDR Short Term Corp BND ETF (SPSB) — Buy (add'l)

SPDR Short Term Corp BND ETF (SPSB) — Sold

Vanguard Total Bond Market ETF (BND) — Dividend — Buy

Vanguard Total Bond Market ETF (BND) — Sold

IShares Short Term Corp BD ETF (IGSB) — Dividend — Buy

IShares Short Term Corp BD ETF (IGSB) — Buy (add'l)

IShares Short Term Corp BD ETF (IGSB) — Buy (add'l)

IShares Short Term Corp BD ETF (IGSB) — Sold (part)

SPDR Short Term Treasury ETF (SPTS) — Dividend — Buy

SPDR Short Term Treasury ETF (SPTS) — Buy (add'l)

SPDR Short Term Treasury ETF (SPTS) — Sold

SPDR Intermediate Term Corp Bond ETF (SPIB) — Dividend — Buy

SPDR Intermediate Term Corp Bond ETF (SPIB) — Buy (add'l)

SPDR Intermediate Term Corp Bond ETF (SPIB) — Sold (part)

IShares MBS ETF (MBB) — Dividend — Buy

IShares MBS ETF (MBB) — Buy (add'l)

IShares MBS ETF (MBB) — Sold (part)

IShares Preferred Income Sec ETF (PFF) — Dividend — Sold

IShares Short Term Muni Bond ETF (MUB) — None — Buy

IShares Short Term Muni Bond ETF (MUB) — Sold (part)

USAA Income Fund Inst (UIINX) — Dividend — Buy

USAA Income Fund Inst (UIINX) — Sold

ThomasPartners, Div of Charles Schwab #2 stocks (H)

MMM — Dividend — Buy (add'l)

MMM — Buy (add'l)

MMM — Buy (add'l)

MMM — Buy (add'l)

MMM — Buy (add'l)

T — Dividend — Buy (add'l)

T — Buy (add'l)

T — Sold (part)

T — Buy (add'l)

ABT — Dividend — Buy (add'l)

ABT — Buy (add'l)

ABT — Sold (part)

ABT — Sold (part)

ABT — Buy (add'l)

ABT — Sold (part)

ACN — Dividend — Buy (add'l)

ACN — Sold (part)

ACN — Buy (add'l)

MO — Dividend — Buy (add'l)

MO — Buy (add'l)

MO — Sold (part)

MO — Buy (add'l)

MO — Buy (add'l)

AAPL — Dividend — Buy (add'l)

AAPL — Sold (part)

AAPL — Sold (part)

AAPL — Sold

AJG — Dividend — Buy (add'l)

AJG — Buy (add'l)

AJG — Sold (part)

AJG — Buy (add'l)

ALC (spin-off and sold) — None — Spinoff (from line 350)

AMLP — Dividend — Sold (part)

AMLP — Buy (add'l)

AMLP — Buy (add'l)

AMLP — Sold

TFC (formerly BBT) — Dividend — Buy (add'l)

TFC (formerly BBT) — Buy (add'l)

TFC (formerly BBT) — Sold (part)

TFC (formerly BBT) — Buy (add'l)

BCE — Dividend — Buy (add'l)

BCE — Buy (add'l)

BCE — Sold (part)

BCE — Buy (add'l)

BCE — Buy (add'l)

BDX — Dividend — Buy (add'l)

BDX — Buy (add'l)

BDX — Sold (part)

BDX — Buy (add'l)

CMCSA — None — Buy

CMCSA — Buy (add'l)

CMCSA — Buy (add'l)

CMCSA — Sold (part)

CVX — Dividend — Buy (add'l)

CVX — Buy (add'l)

CVX — Sold (part)

CVX — Buy (add'l)

CVX — Buy (add'l)

CSCO — Dividend — Buy (add'l)

CSCO — Sold (part)

CSCO — Sold (part)

CSCO — Buy (add'l)

CSCO — Buy (add'l)

CSCO — Sold (part)

CL — Dividend — Buy (add'l)

CL — Buy (add'l)

CL — Sold (part)

CL — Buy (add'l)

CL — Sold (part)

CVS — Dividend — Sold (part)

CVS — Sold (part)

CVS — Buy (add'l)

CVS — Sold (part)

CVS — Sold (part)

DE — Dividend — Buy (add'l)

DE — Buy (add'l)

DE — Sold (part)

DE — Sold

DEO — Dividend — Buy (add'l)

DEO — Buy (add'l)

DEO — Sold (part)

DEO — Buy (add'l)

DEO — Buy (add'l)

ES — Dividend — Buy (add'l)

ES — Buy (add'l)

ES — Sold (part)

XOM — Dividend — Buy (add'l)

XOM — Buy (add'l)

XOM — Sold (part)

XOM — Sold (part)

XOM — Buy (add'l)

XOM — Sold (part)

XOM — Buy (add'l)

GIS — Dividend — Buy

GIS — Buy (add'l)

GIS — Buy (add'l)

GIS — Sold (part)

GIS — Buy (add'l)

GIS — Buy (add'l)

GIS — Sold (part)

GPC — Dividend — Buy (add'l)

GPC — Buy (add'l)

GPC — Sold (part)

GPC — Buy (add'l)

GPC — Buy (add'l)

IBM — Dividend — Buy (add'l)

IBM — Buy (add'l)

IBM — Sold (part)

IBM — Buy (add'l)

IBM — Buy (add'l)

ITW — Dividend — Buy (add'l)

ITW — Buy (add'l)

ITW — Sold (part)

INTC — Dividend — Buy (add'l)

INTC — Sold (part)

INTC — Buy (add'l)

INTC — Sold (part)

INTC — Sold (part)

JPM — Dividend — Buy (add'l)

JPM — Buy (add'l)

JPM — Sold (part)

JPM — Buy (add'l)

JNJ — Dividend — Buy (add'l)

JNJ — Buy (add'l)

JNJ — Buy (add'l)

JNJ — Sold (part)

JNJ — Buy (add'l)

JNJ — Sold (part)

KMI — Dividend — Buy (add'l)

KMI — Buy (add'l)

KMI — Buy (add'l)

KMI — Buy (add'l)

KMI — Sold (part)

KMI — Buy (add'l)

KMI — Buy (add'l)

KTB (spin-off and sold) — None — Spinoff (from line 427)

LEG — Dividend — Buy (add'l)

LEG — Buy (add'l)

LEG — Sold (part)

LEG — Buy (add'l)

LMT — Dividend — Buy (add'l)

LMT — Buy (add'l)

LMT — Buy (add'l)

LMT — Sold (part)

LMT — Buy (add'l)

LMT — Buy (add'l)

LMT — Buy (add'l)

LOW — Dividend — Buy (add'l)

LOW — Sold (part)

LOW — Buy (add'l)

LOW — Buy (add'l)

MSFT — Dividend — Buy (add'l)

MSFT — Sold (part)

MSFT — Buy (add'l)

MSFT — Sold (part)

NSRGF — Dividend — Buy (add'l)

NSRGF — Buy (add'l)

NSRGF — Sold (part)

NSRGF — Buy (add'l)

NSRGF — Sold (part)

NVS — Dividend — Buy (add'l)

NVS — Buy (add'l)

NVS — Sold (part)

NVS — Buy (add'l)

NVS — Sold (part)

OXY — Dividend — Buy (add'l)

OXY — Buy (add'l)

OXY — Buy (add'l)

OXY — Sold (part)

OXY — Buy (add'l)

OXY — Sold

OMC — Dividend — Buy (add'l)

OMC — Buy (add'l)

OMC — Sold (part)

OMC — Buy (add'l)

OMC — Buy (add'l)

ORCL — Dividend — Buy (add'l)

ORCL — Buy (add'l)

ORCL — Sold (part)

ORCL — Buy (add'l)

ORCL — Sold (part)

PH — Dividend — Buy (add'l)

PH — Sold (part)

PH — Buy (add'l)

PEE — None — Sold

PM — Dividend — Buy (add'l)

PM — Buy (add'l)

PM — Sold (part)

PM — Buy (add'l)

PM — Buy (add'l)

PPG — Dividend — Buy (add'l)

PPG — Sold (part)

PPG — Buy (add'l)

PPG — Buy (add'l)

PG — Dividend — Buy (add'l)

PG — Buy (add'l)

PG — Sold (part)

PG — Buy (add'l)

PG — Buy (add'l)

PG — Buy (add'l)

RHHBY — None — Buy

RHHBY — Buy (add'l)

RTN — Dividend — Buy (add'l)

RTN — Buy (add'l)

RTN — Sold (part)

RTN — Buy (add'l)

SBUX — Dividend — Buy (add'l)

SBUX — Buy (add'l)

SBUX — Sold (part)

SBUX — Buy (add'l)

SBUX — Buy (add'l)

TXN — Dividend — Buy (add'l)

TXN — Buy (add'l)

TXN — Sold (part)

TXN — Buy (add'l)

TXN — Buy (add'l)

TXN — Sold (part)

TJX — Dividend — Buy (add'l)

TJX — Buy (add'l)

TJX — Buy (add'l)

TJX — Buy (add'l)

TJX — Buy (add'l)

TJX — Buy (add'l)

TJX — Buy (add'l)

KO — Dividend — Buy (add'l)

KO — Buy (add'l)

KO — Sold (part)

KO — Buy (add'l)

KO — Buy (add'l)

KO — Buy (add'l)

UTX (RTX-name change-04/03/20) — Dividend — Buy (add'l)

UTX (RTX-name change-04/03/20) — Sold (part)

UTX (RTX-name change-04/03/20) — Buy (add'l)

VZ — Dividend — Buy (add'l)

VZ — Sold (part)

VZ — Buy (add'l)

VZ — Sold (part)

VFC — Dividend — Buy (add'l)

VFC — Buy (add'l)

VFC — Sold (part)

VFC — Buy (add'l)

VFC — Buy (add'l)

WMT — Dividend — Buy (add'l)

WMT — Buy (add'l)

WMT — Sold (part)

WSO — Dividend — Buy (add'l)

WSO — Buy (add'l)

WSO — Sold (part)

WFC — Dividend — Buy (add'l)

WFC — Buy (add'l)

WFC — Buy (add'l)

WFC — Sold (part)

WFC — Sold (part)

WFC — Buy (add'l)

WMB — Dividend — Buy (add'l)

WMB — Buy (add'l)

WMB — Buy (add'l)

WMB — Buy (add'l)

WMB — Sold (part)

WMB — Buy (add'l)

WMB — Sold (part)

WMB — Sold

Agreement — 2019 — State of Florida Retirement - Health Insurance Subsidy (HIS)

Income — 2019 — State of Florida Retirement - HIS — $1,009.80

See section VII, 05/07/18 Report. The IRA with Charles Schwab noted on line 22 of the 2018 Report continued in 2018. In November 2018, a second IRA was

created with ThomasPartners, a Division of Charles Schwab, when ThomasPartners purchased the stocks as noted in Part VII in lines 74-125.

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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Charles A. Stampelos | Frix