John M. Conroy
2019
Ask Donna
Pull out the substance of this filing.
What was filed
251
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Catholic Diocese of Vermont-salary
As filed
Vermont Federal Credit Union — Interest
Real estate-Jackson Co. (CO) — None
Brokerage account # 1:
3M Company — Dividend — Sold
Abbott Laboratories common stock — Dividend
Abbvie Common Stock — Dividend
Advansix Inc. common stock — Dividend
Accenture PLC Ireleand — Dividend
Alibaba Group Holdings common stock — Dividend
Alphabet Inc. common stock — Dividend — Sold (part)
Amazon common stock — Dividend
Amgen common stock — Dividend
American Express Inc. common stock — Dividend
American Int'l Group common stock — Dividend — Sold
Apple Inc. common stock — Dividend
AT&T common stock — Dividend
Bank of America common stock — Dividend
Berkshire Hathaway — Dividend
Boeing common stock — Dividend
Caterpiller Inc. common stock — Dividend
Chevron Oil. commom stock — Dividend
Chubb Inc. common stock — Dividend
Cigna Corp. common stock — Dividend
Cisco Systems common stock — Dividend
Clorox Inc. common stock — Dividend
Coca-Cola common stock — Dividend
Citigroup Inc. common stock — Dividend
Conoco-Phillips common stock — Dividend
Corteva Inc. common stock — Dividend — Spinoff (from line 36)
Costco Inc. common stock — Dividend
Constellation Brands Inc. common stock — Dividend
Crown Castle Int'l common stock — Dividend
Cyberark Sftware Inc/ common stock — Dividend
Danaher Corp. common stock — Int./Div. — Sold
BNY Mellon (formerly Dreyfus) Large Cap. Growth mutual fund — Distribution
DowDupont common stock — Dividend
Eaton Corp. common stock — Dividend
Edwards Life Sciences common stock — Dividend
Exxon Mobil common stock — Dividend — Sold
Fidelity MSCI Materials Index — Dividend
Fortive Corp. common stock — Dividend
Garrett Motion common stock — Dividend
General Dynamics Corp. common stock — Dividend
Goldman Sachs Grp Inc. common stock — Dividend
Honeywell Inc. common stock — Dividend
IDEXX Labs Inc. common stock — Dividend
IBM common stock — Dividend — Sold
Intel Corp common stock — Dividend — Sold
Ishares MSCI EAFE ETF — Distribution
Johnson and Johnson common stock — Dividend
JP Morgan Chase — Dividend
Kimberly Clark corp common stock — Dividend
L3Harris Technologies common stock — Dividend — Buy
Lockheed Martin common stock — Dividend
Lowe's Corp. common stock — Dividend
Marathon Petroleum common stock — Dividend
Mastercard Inc. common stock — Dividend
McDonald Corp. common stock — Dividend
Medtronic common stock — Dividend
Merck Inc. common stock — Dividend
Microsoft Corp. common stock — Dividend
Netflix Inc. common stock — Dividend
Nextera Energy Corp — Dividend
Nike Inc. common stock — Dividend — Buy
Nvidia common stock — Dividend
Phillips 66 common stock — Dividend
Progressive Ohio common stock — Dividend — Buy
Proctor & Gamble common stock — Dividend
Raytheon Inc. common stock — Dividend
Red Hat common stock — Dividend — Sold
Residio Technologies common stock — Dividend
SalesForce Inc. common Stock — Dividend
Southern Co. common stock — Dividend — Sold
Spotify common stock — Dividend — Sold
SPDR Trust S& P 500 — Distribution
United Tech. Corp. common stock — Dividend
United Health Grp. common stock — Dividend
Visa Inc. class A common stock — Dividend
Vanguard REIT ETF — Distribution
Vanguard FTSE Europe Fund — Distribution — Sold
Walt Disney Co. Holding Co. common stock — Dividend
Pueblo Cty CO muni bond — Interest
Colo Springs Utility muni bond — Interest
Boulder Valley CO School District muni bond — Interest — Redeemed
University of Vermont bonds — Interest
AT&T corp. bond — Interest
Bank of America corp. bond — Interest — Redeemed
Goldman Sachs bond — Interest
Ebay Inc. corp. bond — Interest
Duke Energy corp. bond — Interest
Thermo Fischer Scientific corp. bond — Interest
Morgan Stanley Bank — Interest
Citibank CD — Interest
UBS Bank CD — Interest
Fed. Home Loan Bank bond — Interest — Buy
Fed. Nat'l Mtg. Assn. bond — Interest — Buy
MSILF money market acct. — Interest — Buy
JP Morgan Chase CDs — Interest — Matured
JP Morgan Chase CD — Interest — Matured
JP Morgan Chase — Interest — Matured
Trust #1 (income beneficiary):
Advansix Inc. common stock — Dividend
American Express Inc. common stock — Dividend
Amgen Inc. common stock — Dividend
American Tower REIT — Distribution
Apple Inc. common stock — Dividend
Archer Daniels Midland commion stock — Dividend — Buy
Berkshire Hathaway common stock — Dividend
Boeing common stock — Dividend
Bristol Meyers Squibb — Dividend — Buy
Cigna Inc. common stock — Dividend
Corteva Inc. common stock — Dividend — Spinoff (from line 117)
Celgene common stock — Dividend — Sold
CVS Health Corp common stock — Dividend — Buy
Cyberark Software Inc. common stock — Dividend
Danaher Inc. common stock — Dividend — Sold
Dow Dupont common stock — Dividend — Sold
Fortive Inc. common stock — Dividend
Garret Motion common stock — Dividend
Facebook Inc. common stock — Dividend
General Dynamics Inc. common stock — Dividend
Gilead Science Inc. common stock — Dividend
Honeywell Inc. common stock — Dividend
L3Harris Technologies common stock — Dividend — Buy
Lockheed Martin commom stock — Dividend
Marathon Petroleum common stock — Dividend
Medtronic PLC — Dividend
Microsoft Inc. common stock — Dividend
Netflix common stock — Dividend
Nextera Energy common stock — Dividend
Nvidia common stock — Dividend
Occidental Petroleum common stock — Dividend — Sold
Pepisco common stock — Dividend
Palo Alto Networks common stock — Dividend
Proctor and Gamble common stock: — Dividend
Redhat Inc. common stock — Dividend — Sold
Progressive Corp common stock — Dividend — Buy
Qualcomm common stock — Dividend — Buy
Resideo Technologies common stock — Dividend
Royal Gold common stock — Dividend
Salesforce.com Inc. common stock — Dividend
Vanguard REIT ETF — Distribution
Walt Disney Co. Holding Co. common stock — Dividend
Wells Fargo common stock — Dividend — Sold
Verizon Comm'n common stock — Dividend
ishares Japan MSCI ETF — Dividend
Morgan Stanley Bank — Interest
IRA acct :
Advansix Inc. common stock — Dividend
Alibaba Group Holdings Ltd common stock — Dividend
Amgen Inc. common stock — Dividend
Apple Inc. common stock — Dividend
Berkshire Hathaway class B common stock — Dividend
Boeing common stock — Dividend
Conoco-Phillips Inc. common stock — Dividend
Edwards Life Sciences Inc. common stock — Dividend
Garret Motion Inc. common stock — Dividend
Honeywell Inc. common stock — Dividend
Johnson & Johnson Inc. common stock — Dividend
Merck common stock — Dividend
Residio Technology common stock — Dividend
Morgan Stanley Bank — Interest
IRA acct. :
Morgan Stanley Bank — Interest
Bank of America common stock — Dividend
Berkshire Hathaway class B common stock — Interest
Blackstone Group LP — Distribution
Boeing common stock — Dividend
Bristol Myers Squibb common stock — Dividend
Cisco Systems common stock — Dividend
Conoco-Phillips common stock — Dividend
Constellation Brands common stock — Dividend
IBM common stock — Dividend
Nextera Inc. common stock — Dividend
Nike common stock — Dividend — Buy
Occidental Petroleum common stock — Dividend — Sold
Progressive Ohio common stock — Dividend — Buy
T Rowe Price Growth Fund — Int./Div.
Proctor and Gamble common stock — Dividend
Sales Force Inc. common stock — Dividend
3M Co. common stock — Dividend
MSILF Treasury money market fund — Distribution — Buy
Global X NASD 100 COV mutual fund — Distribution — Buy
JP Morgan Chase CD — Dividend — Matured
403(b) plan :
TIAA-CREF Growth Stock Fund — Int./Div.
TIAA-CREF Equity Stock Fund — Int./Div.
TIAA-CREF Stock Fund — Int./Div.
John Hancock Blue Chip Growth Fund — Int./Div. — Sold
T Rowe Price Blue Chip fund — Distribution — Open
Carillon Emerging Mid Cap Fund — Distribution — Open
Goldman Sachs Small Cap fund — Distribution — Open
Trust acct # 3
3M common stock — Dividend — Sold
Abbvie Inc common stock — Dividend
Accenture PLC common stock — Dividend
Advansix Inc. common stock — Dividend
Alibaba common stock — Distribution
Alphabet Inc. common stock — Dividend
Amer. Express common stock — Dividend
American Tower REIT — Dividend
Amgen common stock — Dividend
Apple Inc. common stock — Dividend
AT&T common stock — Dividend
Bank of America common stock — Distribution
Boeing Inc. common stock — Dividend
Bristol Myers Squibb common stock — Dividend — Buy
Caterpiller Inc. common stock — Dividend
Celgene Corp. common stock — Dividend — Sold
Chevron Corp. common stock — Dividend
Cisco Systems Inc. common stock — Dividend
Comcast Inc. common stock — Dividend
Conoco Phillips Inc. common stock — Dividend
Constellation Brands Inc. common stock — Dividend
Costco Inc. common stock — Dividend
Cummins Inc. common stock — Dividend
Danaher Inc. common stock — Dividend — Sold
Exxon Mobil common stock — Dividend
Fortive Inc. common stock — Dividend
Gilead Science Inc. common stock — Dividend — Sold
Garret Motion Inc. common stock — Dividend
Hilton Grand Vacation (HGV) — Dividend
Honeywell Int'l Inc. common stock — Dividend
IBM common stock — Dividend
Johnson & Johnson common stock — Dividend
L3 Harris Technologies common stock — Dividend — Buy
Lockheed Martin common stock — Dividend
Marathon Oil common stock — Dividend
Merck common stock — Dividend
Microsoft Inc. common stock — Dividend
Netflix Inc. common stock — Dividend
Nextera Energy common stock — Dividend
Park Hotel Resorts common stock — Dividend
Pfizer Inc. common stock — Dividend
Phillips 66 Inc. common stock — Dividend
Proctor & Gamble Inc. common stock — Dividend
Raytheon Inc. common stock — Dividend
Resideo Technologies common stock — Dividend
Royal Dutch Shell — Dividend
Royal Gold Inc. common stock — Dividend
S & P Global Inc. common stock — Dividend — Buy
Sales Force Inc. common stock — Dividend
Spotify Technologies common stock — Dividend — Sold
Toronto Dominion Bank Inc. common stock — Dividend
United Tech. Inc. common stock — Dividend
Walt Disney Corp. common stock — Dividend
CitiGroup Inc. pref. stock — Dividend
Goldman Sachs Inc. pref. stock — Dividend
Cohen & Steers Realty ETF — Dividend
MSILF Treasury mutual fund — Distribution — Buy
Morgan Stanley cash account — Interest
Spouse's income — 2019 — Catholic Diocese of Vermont-salary
Amendments to 2018 Financial Disclosure Form
Line 122, which reflected General Electric common stock, is revised to eliminate General Electric common stock asset. That asset was disposed of by sale
12/28/17. That sale transaction was reported in the 2018 Financial Disclosure form as an amendment to the 2017 Financial Disclosure form. See, Part VIII of 2018
FiDo.
Line 142, which reflected a sale of Residio Technologies common stock should have been reported as a Sale (in part) and not as a a sale of the entire asset.
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.