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What was filed

  • 269

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Public Contract Law Journal
  • General Electric Co. - salary

As filed

YUM Common Stock — Dividend

U.S. Senate F.C.U. Accounts — Int./Div.

Fidelity Joint Brokerage Account (H)

Fidelity cash account (FDRXX) — Interest

Fidelity NASDAQ Comp Index (FNCMX) — Dividend

Apple Inc. (AAPL) — Dividend

General Electric Co. (GE) — Dividend

Fidelity Total Market Index Fund (FSKAX) — Dividend

Fidelity Emerging Markets Index Inst'l Premium Fund (FPADX) — Dividend

Anheuser-Busch InBev (BUD) — Dividend

Pepsico, Inc (PEP) — Dividend

Fidelity Advisor Int'l Growth Class Z (FZAJX) — Dividend — Buy (add'l)

Fidelity Value Discovery (FVDFX) — Dividend — Sold (part)

Fidelity Value Discovery (FVDFX) — Buy (add'l)

Fidelity Value Discovery (FVDFX) — Buy (add'l)

Causeway Emerging Mrkts Fd Inv Cl (CEMVX) — Dividend — Buy (add'l)

Causeway Emerging Mrkts Fd Inv Cl (CEMVX) — Sold (part)

Causeway Emerging Mrkts Fd Inv Cl (CEMVX) — Buy (add'l)

Mainstay Mackay Tax Free Bond Class A (MTBAX) — Dividend — Buy (add'l)

Templeton Global Bond Class A (TPINX) — Dividend — Buy (add'l)

Templeton Global Bond Class A (TPINX) — Sold (part)

Templeton Global Bond Class A (TPINX) — Sold

iShares Inc Core MSCI Emerging Mkts (IEMG) — Dividend

Fidelity Overseas (FOSFX) — Dividend — Buy (add'l)

Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Dividend — Buy (add'l)

Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Sold (part)

Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Buy (add'l)

Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Buy (add'l)

Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Sold (part)

Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Buy (add'l)

Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Buy (add'l)

Fidelity SAI Tax Free Bond Fund (FSAJX) — Dividend — Buy (add'l)

Fidelity SAI Tax Free Bond Fund (FSAJX) — Buy (add'l)

Fidelity SAI Tax Free Bond Fund (FSAJX) — Buy (add'l)

Fidelity SAI Tax Free Bond Fund (FSAJX) — Buy (add'l)

Fidelity SAI Tax Free Bond Fund (FSAJX) — Buy (add'l)

Blackrock National Muni Fund Class A (MDNLX) — Dividend — Buy (add'l)

Blackrock National Muni Fund Class A (MDNLX) — Sold (part)

Blackrock National Muni Fund Class A (MDNLX) — Buy (add'l)

Blackrock National Muni Fund Class A (MDNLX) — Buy (add'l)

William Blair Int'l Growth Class N (WBIGX) — Dividend — Sold (part)

Causeway Int'l Value Investor (CIVVX) — Dividend — Buy (add'l)

Causeway Int'l Value Investor (CIVVX) — Sold (part)

JP Morgan Mid Cap Value Fund Class I (JMVSX) — Dividend — Buy (add'l)

JP Morgan Mid Cap Value Fund Class I (JMVSX) — Buy (add'l)

JP Morgan Mid Cap Value Fund Class I (JMVSX) — Sold (part)

Oakmark Int'l Investor Cl (OAKIX) — Dividend — Sold (part)

Oakmark Int'l Investor Cl (OAKIX) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Dividend — Sold (part)

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Russell 1000 Growth ETF (IWF) — Dividend — Sold (part)

iShares Russell 1000 Growth ETF (IWF) — Buy (add'l)

iShares Russell 1000 Growth ETF (IWF) — Sold (part)

iShares Trust S&P Small Cap 600 Growth ETF (IJT) — Dividend — Sold (part)

iShares Trust S&P Small Cap 600 Growth ETF (IJT) — Buy (add'l)

iShares Trust S&P Small Cap 600 Growth ETF (IJT) — Sold (part)

iShares Trust EAFE Small Cap ETF (SCZ) — Dividend — Sold (part)

iShares Trust EAFE Small Cap ETF (SCZ) — Buy (add'l)

iShares Edge MSCI Min Vol EAFE ETF (EFAV) — Dividend

iShares Edge MSCI USA Quality Factor ETF (QUAL) — Dividend — Sold (part)

iShares Edge MSCI USA Quality Factor ETF (QUAL) — Buy (add'l)

iShares Edge MSCI USA Quality Factor ETF (QUAL) — Buy (add'l)

iShares Edge MSCI USA Quality Factor ETF (QUAL) — Buy (add'l)

iShares Edge MSCI USA Value Factor ETF (VLUE) — Dividend — Sold (part)

iShares Edge MSCI USA Value Factor ETF (VLUE) — Sold (part)

iShares Trust Core MSCI EAFE ETF (IEFA) — Dividend — Buy (add'l)

iShares Trust Core MSCI EAFE ETF (IEFA) — Sold (part)

iShares Trust Core MSCI EAFE ETF (IEFA) — Buy (add'l)

MFS Int'l Intrinsic Value Fund Class A (MGIAX) — Dividend — Buy (add'l)

MFS Int'l Intrinsic Value Fund Class A (MGIAX) — Sold (part)

Mainstay MacKay High Yield Muni Bond Class A (MMHAX) — Dividend — Buy (add'l)

Invesco Oppenheimer Developing Markets R6 (ODVIX) — Dividend

T Rowe Price VA Tax Free Bond (PRVAX) — Dividend — Buy (add'l)

T Rowe Price VA Tax Free Bond (PRVAX) — Buy (add'l)

T Rowe Price VA Tax Free Bond (PRVAX) — Buy (add'l)

T Rowe Price VA Tax Free Bond (PRVAX) — Buy (add'l)

SPDR Index SHS Fds S&P Global Natural Resources ETF (GNR) — Dividend — Sold (part)

SPDR Index SHS Fds S&P Global Natural Resources ETF (GNR) — Sold (part)

SPDR Index SHS Fds S&P Global Natural Resources ETF (GNR) — Sold

Wells Fargo Muni Bond Fund Admin Class (WMFDX) — Dividend

Fidelity Large Cap Stock (FLCSX) — Dividend — Buy

Fidelity Large Cap Stock (FLCSX) — Sold (part)

Fidelity Large Cap Stock (FLCSX) — Buy (add'l)

Fidelity Growth Co. (FDGRX) — Dividend — Buy

Fidelity Growth Co. (FDGRX) — Buy (add'l)

Fidelity Growth Co. (FDGRX) — Sold (part)

Fidelity Blue Chip Growth (FBGRX) — Dividend — Buy

Fidelity Blue Chip Value (FBCVX) — Dividend — Buy

Fidelity Blue Chip Value (FBCVX) — Sold (part)

LSV Value Equity Fund Investor (LVAEX) — Dividend — Buy

LSV Value Equity Fund Investor (LVAEX) — Sold

LSV Value Equity Fund Investor (LVAEX) — Buy

Dodge & Cox Intl. Stock Fund (DODFX) — Dividend — Buy

Dodge & Cox Intl. Stock Fund (DODFX) — Sold (part)

Dodge & Cox Intl. Stock Fund (DODFX) — Buy (add'l)

Oakmark Fund Investor Class (OAKMX) — Dividend — Buy

Oakmark Fund Investor Class (OAKMX) — Buy (add'l)

Oakmark Fund Investor Class (OAKMX) — Buy (add'l)

Oakmark Fund Investor Class (OAKMX) — Sold (part)

Janus Henderson Enterprise T (JAENX) — Dividend — Buy

Loomis Sayles Growth Class Y/A (LGRRX) — Dividend — Buy

Loomis Sayles Growth Class Y/A (LGRRX) — Buy (add'l)

Loomis Sayles Growth Class Y/A (LGRRX) — Sold (part)

Primecap Odyssey Growth Fund (POGRX) — Dividend — Buy

T Rowe Price New Era (PRNEX) — Dividend — Buy

T Rowe Price Emerging Markets Stock Fund I (PRZIX) — Dividend — Buy

T Rowe Price Emerging Markets Stock Fund I (PRZIX) — Buy

T Rowe Price Emerging Markets Stock Fund I (PRZIX) — Sold (part)

T Rowe Price Intl. Bond Fund I Class (RPISX) — Dividend — Buy

T Rowe Price Intl. Bond Fund I Class (RPISX) — Sold

Transamerica Intl. Equity Cl I (TSWIX) — Dividend — Buy

Flexshares Trust Morningstar Global Upstream Nat Res Idx (GUNR) — Dividend — Buy

Flexshares Trust Morningstar Global Upstream Nat Res Idx (GUNR) — Buy (add'l)

Flexshares Trust Morningstar Global Upstream Nat Res Idx (GUNR) — Sold (part)

iShares S&P SmallCap 600 Value (IJS) — Dividend — Buy

iShares Edge MSCI USA Momentum Factor ETF (MTUM) — Dividend — Buy

iShares Tr US Treas Bd ETF (GOVT) — Dividend — Buy

iShares Tr US Treas Bd ETF (GOVT) — Buy (add'l)

Aberdeen Emerging Markets Fund Institutional Class (ABEMX) — None — Buy

Aberdeen Emerging Markets Fund Institutional Class (ABEMX) — Sold

DWS Managed Muni Bond Fund Class S (SCMBX) — Dividend — Buy

DWS Managed Muni Bond Fund Class S (SCMBX) — Sold

JPMorgan U.S. Large Cap Core Plus Fund Class I (JLPSX) — Dividend — Buy

JPMorgan U.S. Large Cap Core Plus Fund Class I (JLPSX) — Sold

Fidelity Government Money Market (SPAXX) — Interest

iShares Core S&P U.S. Value ETF (IUSV) — Dividend

iShares Russell 3000 ETF (IWV) — Dividend

iShares Tr MSCI ACWI ETF (ACWI) — Dividend

Fidelity Rollover IRA #3 (H)

iShares Core S&P 500 ETF Index (IVV) — Dividend

iShares MSCI EAFE Value ETF (EFV) — Dividend

iShares Tr Russell Mid-Cap ETF (IWR) — Dividend

iShares Tr Short-Term Corporate Bond ETF (IGSB) — Dividend

iShares MSCI EAFE ETF (EFA) — Dividend

iShares Russell 2000 Value ETF (IWN) — Dividend

Vanguard Bd Index Fund Inc Total Bond Market ETF (BND) — Dividend

Vanguard Intl. Equity Index Fund FTSE Emerging Markets ETF (VWO) — Dividend

Vanguard Index Funds Vanguard Value ETF (VTV) — Dividend

Vanguard Scottsdale Fds Intermediate Term Corporate Bd Index (VCIT) — Dividend

Invesco Exchange Trd Slf Idx Fd BulletShares 2021 Corp Bond (BSCL) — Dividend

PIMCO ETF Tr Active Bond ETF (BOND) — Dividend

SSGA Active ETF Tr SPDR Tot Return Tactical (TOTL) — Dividend

iShares Tr Floating Rate NT ETF (FLOT) — Dividend

PIMCO ETF Trust Enhanced Short Maturity Active ETF USD (MINT) — Dividend

WisdomTree Tr US MidCap Dividend ETF (DON) — Dividend

Fidelity Government Money Market (SPAXX) — Interest

Fidelity IRA #1 (H)

Strategic Advisers Fidelity Intl Fund (FUSIX) — Dividend — Buy (add'l)

Strategic Advisers Fidelity Intl Fund (FUSIX) — Sold (part)

Strategic Advisers Fidelity Intl Fund (FUSIX) — Sold (part)

Strategic Advisers Fidelity Intl Fund (FUSIX) — Sold (part)

Fidelity SAI Intl Index (FIONX) — Dividend — Sold (part)

Fidelity SAI Intl Index (FIONX) — Sold (part)

Fidelity SAI Intl Index (FIONX) — Sold (part)

Fidelity SAI Intl Index (FIONX) — Sold (part)

Fidelity SAI Emerg Markets Index (FERGX) — Dividend — Sold (part)

Fidelity SAI Emerg Markets Index (FERGX) — Sold (part)

Fidelity SAI Emerg Markets Index (FERGX) — Sold (part)

Fidelity Select Natl Resources (FNARX) — None — Sold (part)

Fidelity Select Natl Resources (FNARX) — Sold (part)

Fidelity Select Natl Resources (FNARX) — Sold (part)

Fidelity Select Natl Resources (FNARX) — Sold

Fidelity Total Market Index Fund (FSKAX) — Dividend — Sold (part)

Fidelity Total Market Index Fund (FSKAX) — Sold (part)

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Dividend — Buy (add'l)

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Buy (add'l)

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Buy (add'l)

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Sold (part)

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Sold (part)

Strategic Advisers Fidelity Total Stock Fund (FCTDX) — Dividend — Sold (part)

Strategic Advisers Fidelity Total Stock Fund (FCTDX) — Sold (part)

Strategic Advisers Fidelity Total Stock Fund (FCTDX) — Buy (add'l)

Strategic Advisers Fidelity Total Stock Fund (FCTDX) — Sold

Strategic Advisers Fidelity Total Stock Fund (FCTDX) — Sold (part)

Strategic Advisers Fidelity Total Stock Fund (FCTDX) — Sold (part)

Fidelity Advisor High Income Advantage Fund Class I (FAHCX) — Dividend — Sold (part)

Fidelity Advisor High Income Advantage Fund Class I (FAHCX) — Sold (part)

Fidelity Advisor High Income Advantage Fund Class I (FAHCX) — Buy (add'l)

Fidelity Advisor High Income Advantage Fund Class I (FAHCX) — Sold

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Dividend — Buy (add'l)

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Sold (part)

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Sold (part)

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Sold (part)

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income Fund (FIWGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Dividend — Buy

Fidelity SAI Inflation Focused Fd (FIFGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Sold (part)

Fidelity SAI Inflation Focused Fd (FIFGX) — Sold (part)

Fidelity SAI Inflation Focused Fd (FIFGX) — Sold (part)

Fidelity SAI Inflation Focused Fd (FIFGX) — Sold (part)

Fidelity Floating Rate High Income (FFRHX) — Dividend — Buy

Fidelity Advisor Strategic Inc Cl I (FSRIX) — Dividend — Buy

Fidelity Capital & Income (FAGIX) — Dividend — Buy

Fidelity Capital & Income (FAGIX) — Buy (add'l)

Fidelity Capital & Income (FAGIX) — Sold (part)

Fidelity Capital & Income (FAGIX) — Buy (add'l)

Fidelity Capital & Income (FAGIX) — Sold (part)

Fidelity Short Term Bond (FSHBX) — Dividend — Buy

Fidelity Conservative Income Bond Fd Cl I (FCNVX) — Dividend — Buy

Fidelity Advisor High Income Fd Cl I (FGTMX) — Dividend — Buy

Fidelity Government Cash Reserves (FDRXX) — Dividend — Open

FIMM Government Portfolio: Instl Cl (FRGXX) — Dividend — Buy

Fidelity Rollover IRA #2 (H)

Strategic Advisers Intl II Fund (FUSIX) — Dividend — Sold (part)

Fidelity SAI Intl Index (FIONX) — Dividend — Sold (part)

Fidelity SAI Intl Index (FIONX) — Sold (part)

Fidelity SAI Intl Index (FIONX) — Sold (part)

Fidelity SAI Emerg Markets Index (FERGX) — Dividend — Sold (part)

Fidelity SAI Emerg Markets Index (FERGX) — Sold (part)

Fidelity Select Natural Resources (FNARX) — None — Sold (part)

Fidelity Select Natural Resources (FNARX) — Sold (part)

Fidelity Select Natural Resources (FNARX) — Sold (part)

Fidelity Select Natural Resources (FNARX) — Sold

Fidelity Advisor High Income Adv Cl I (FAHCX) — Dividend — Sold (part)

Fidelity Advisor High Income Adv Cl I (FAHCX) — Sold (part)

Fidelity Advisor High Income Adv Cl I (FAHCX) — Buy (add'l)

Fidelity Advisor High Income Adv Cl I (FAHCX) — Sold

Fidelity Total Market Index Institutional Premium Cl Fund (FSKAX) — Dividend — Sold (part)

Strategic Advisers Fidelity Emerging Markets (FGOMX) — Dividend — Buy (add'l)

Strategic Advisers Fidelity Emerging Markets (FGOMX) — Buy (add'l)

Strategic Advisers Fidelity Emerging Markets (FGOMX) — Sold (part)

Strategic Advisers Fidelity Emerging Markets (FGOMX) — Sold (part)

Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Dividend — Sold (part)

Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Sold (part)

Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Sold (part)

Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Sold (part)

Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Sold (part)

Strategic Advisers Fidelity Core Income (FIWGX) — Dividend — Buy (add'l)

Strategic Advisers Fidelity Core Income (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income (FIWGX) — Sold (part)

Strategic Advisers Fidelity Core Income (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income (FIWGX) — Sold (part)

Strategic Advisers Fidelity Core Income (FIWGX) — Buy (add'l)

Strategic Advisers Fidelity Core Income (FIWGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Dividend — Buy

Fidelity SAI Inflation Focused Fd (FIFGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Buy (add'l)

Fidelity SAI Inflation Focused Fd (FIFGX) — Sold (part)

Fidelity SAI Inflation Focused Fd (FIFGX) — Sold (part)

Fidelity Floating Rate High Income (FFRHX) — Dividend — Buy

Fidelity Advisor Strategic Inc Cl I (FSRIX) — Dividend — Buy

Fidelity Capital & Income (FAGIX) — Dividend — Buy

Fidelity Capital & Income (FAGIX) — Buy (add'l)

Fidelity Capital & Income (FAGIX) — Buy (add'l)

Fidelity Capital & Income (FAGIX) — Sold (part)

Fidelity Short Term Bond (FSHBX) — Dividend — Buy

Fidelity Conservative Income Bond Fd Cl I (FCNVX) — Dividend — Buy

Fidelity Advisor High Income Fd Cl I (FGTMX) — Dividend — Buy

FIMM Government Portfolio: Instl Cl (FRGXX) — Dividend — Buy

UBS Investment Account (H)

General Electric Co. (GE) — Dividend — Buy (add'l)

General Electric Co. (GE) — Buy (add'l)

General Electric Co. (GE) — Buy (add'l)

General Electric Co. (GE) — Buy (add'l)

Wabtec Inc. — Dividend — Buy

Fidelity Rollover IRA #4 (H)

Mgn Stnly Pvt I (QICNQ) — Interest — Open

Associate Editor, Public Contract Law Journal

Spouse's income — 2019 — General Electric Co. - salary

Part VII: The descriptive names of investment funds reported to us are on occasion slighlty different than the ones used in the past, for the same stock ticker

symbol entities. For the most part, slight changes have been made without comment (such as uses of "Fund," "Index," or "ETF"). Any major changes to the

names are identified below:

Line 19-- added "Mackay" to name.

Line 70-- added "Intrinsic" to name.

Line 73-- name changed to "Invesco Oppenheimer Developing Markets R6" on 05/28/19.

Line 102-- converted from Class Y to Class A stock on 04/10/19.

Line 126--opened cash account 12/11/18 to hold money pending fund purchases, inadvertently omitted from last year's report.

Line 140-- added "Scottsdale Fds" to name.

Line 143-- name changed to add "SSGA."

Line 149--added "Fidelity" to name.

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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