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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.

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