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What was filed

  • 108

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Holland & Knight - salary

As filed

Morgan Stanley Active Cash Asset Account — Interest

Bank of America Bank Accounts — Interest

American Commerce Bank Accounts — Interest

Holland & Knight - Capital Account — Interest — Buy (add'l)

Holland & Knight - Capital Account — Buy (add'l)

SPDR S&P 500 ETF Trust (SPY) — Dividend

Morgan Stanley Cash Account — Interest

SPDR S&P 500 ETF Trust (SPY) — Dividend

Morgan Stanley Cash Account — Interest

The Walt Disney Company — Dividend

529 College Savings Plan #1 (American 529 US Govt Mmkt A) (AAFXX) — Dividend

529 College Savins Plan #1 (American WA Mutual 529A) (CWMAX) — Dividend — Buy (add'l)

529 College Savins Plan #1 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #1 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #1 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #1 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #1 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #1 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #1 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savings Plan #1 (American WA Mutual 529C) (CWMCX) — Dividend — Buy (add'l)

529 College Savings Plan #1 (American WA Mutual 529C) (CWMCX) — Buy (add'l)

529 College Savings Plan #1 (American WA Mutual 529C) (CWMCX) — Buy (add'l)

529 College Savings Plan #1 (American WA Mutual 529C) (CWMCX) — Buy (add'l)

529 College Savings Plan #2 (American 529 US Govt Mmkt A) (AAFXX) — Dividend

529 College Savins Plan #2 (American WA Mutual 529A) (CWMAX) — Dividend — Buy (add'l)

529 College Savins Plan #2 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #2 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #2 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #2 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #2 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #2 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savins Plan #2 (American WA Mutual 529A) (CWMAX) — Buy (add'l)

529 College Savings Plan #2 (American WA Mutual 529C) (CWMCX) — Dividend — Buy (add'l)

529 College Savings Plan #2 (American WA Mutual 529C) (CWMCX) — Buy (add'l)

529 College Savings Plan #2 (American WA Mutual 529C) (CWMCX) — Buy (add'l)

529 College Savings Plan #2 (American WA Mutual 529C) (CWMCX) — Buy (add'l)

Morgan Stanley Retirement Account #1 (Listed Individually below) (H)

Morgan Stanley Bank Cash Account (Retirement Account #1) — Interest

IShares Russell 3000 ETF (IWV) (Retirement Account #1) — Dividend

SPDR DJIA Trust (DIA) (Retirement Account #1) — Dividend

SPDR S&P 500 ETF Trust (SPY) (Ret. Acct #1) — Dividend

Vanguard Mid-Cap ETF Index (VO) (Retirement Account #1) — Dividend

Vanguard Small Cap ETF (VB) (Retirement Account #1) — Dividend

IShares S&P 500 Val ETF (IVE) (Retirement Account #1) — Dividend — Buy (add'l)

Vangurd FTSE Developed Mkts E (VEA) (Retirement Account #1) — Dividend

Morgan Stanley Retirement Account #2 (Listed Individually below) (H)

Morgan Stanley Bank Cash Account (Retirement Account #2) — Interest

IShares Russell 3000 ETF (IWV) (Retirement Account #2) — Dividend

SPDR DJIA Trust (DIA) (Retirement Account #2) — Dividend

SPDR S&P 500 EFT Trust (SPY) (Retirement Account #2) — Dividend

Vanguard Mid-Cap ETF Index (VO) (Retirement Account #2) — Dividend

Vanguard Small Cap ETF (VB) (Retirement Account #2) — Dividend

IShares S&P 500 Val ETF (IVE) (Retirement Account #2) — Dividend — Buy (add'l)

Vanguard FTSE Developed Mkts E (VEA) (Retirement Account #2 — Dividend

Morgan Stanley Retirement Account #3 (Listed Individually below) (H)

Morgan Stanley Bank Cash Account (Retirement Account #3) — Interest

IShares Russell 3000 ETF (IWV) (Retirement Account #3) — Dividend

SPDR DJIA Trust (DIA) (Retirement Account #3) — Dividend

SPDR S&P 500 EFT Trust (SPY) (Retirement Account #3) — Dividend

Vanguard Mid-Cap ETF Index (VO) (Retirement Account #3) — Dividend

Vanguard Small Cap ETF (VB) (Retirement Account #3) — Dividend

IShares S&P 500 Val ETF (IVE) (Retirement Account #3) — Dividend — Buy (add'l)

Vanguard FTSE Developed Mkts E (VEA) (Retirement Account #3) — Dividend

Fidelity Retirement Account #4 (Listed Individually below) (H)

FID Contrafund K (Retirement Account #4) — Dividend — Buy (add'l)

FID Contrafund K (Retirement Account #4) — Buy (add'l)

FID Contrafund K (Retirement Account #4) — Buy (add'l)

Harbor Cap APP Inst (Retirement Account #4) — Dividend — Buy (add'l)

Harbor Cap APP Inst (Retirement Account #4) — Buy (add'l)

Harbor Cap APP Inst (Retirement Account #4) — Buy (add'l)

MFS NEW Disc Val R4 (Retirement Account #4) — Dividend — Buy (add'l)

MFS NEW Disc Val R4 (Retirement Account #4) — Buy (add'l)

MFS NEW Disc Val R4 (Retirement Account #4) — Buy (add'l)

T. Rowe Price Investment Account (Listed Individually Below) (H)

T. Rowe Price Equity Index 500 — Dividend

T. Rowe Price Retirement 2035 — Dividend — Buy (add'l)

Holland & Knight Defined Cash Balance Plan — Interest — Merged (with line 65)

Holland & Knight Defined Cash Balance Plan — Merged (with line 68)

Holland & Knight Defined Cash Balance Plan — Merged (with line 71)

Morgan Stanley (Investment Account #1 - Listed Indivdually below) (H)

Morgan Stanley Bank Cash Account (Investment Account #1) — Interest

IShares S&P 500 Grwth ETF (IVW) (Investment Account #1) — Dividend

IShares S&P 500 VAL ETF (IVE) (Investment Account #1) — Dividend

First Trust NASDAQ ABF CBIF (QABA) (Investment Account #1) — None — Sold

IShares S&P Midcap 400 Index (IJH) (Investment Account #1) — Dividend — Sold (part)

IShares SP Smallcap 600 Index (IJR) (Investment Account #1) — Dividend

Vanguard FTSE Developed Mkts E (VEA) (Investment Account #1) — Dividend — Sold (part)

Pacific Core Income Adv (PLIDX) (Investment Account #1) — Dividend

Western Asset Core Plus BD I (WACPX) (Investment Account #1) — Dividend — Sold

IShares MSCI EAFE ETF (EFA) (Investment Account #1) — Dividend

IShares S&P US PFD Stk IDX FD (PFF) (Investment Account #1) — Dividend

Vanguard SHR-TM Inflat Protec (VTIP) (Investment Account #1) — None — Sold

Ashmore Emerg Mkts Short Dur I (ESFIX) (Investment Account #1) — Dividend — Buy (add'l)

Ashmore Emerg Mkts Short Dur I (ESFIX) (Investment Account #1) — Sold

Delaware Healthcare Inst (DLHIX) (Investment Account #1) — Dividend

PGIM Total Return Bond Z (PDBZX) (Investment Account #1) — Dividend

FT Enhanced Short Maturity ETF (FTSM) (Investment Account #1) — Dividend — Sold (part)

FT Enhanced Short Maturity ETF (FTSM) (Investment Account #1) — Sold

Robo Global Robotics & Aut EFT (ROBO) (Investment Account #1) — Dividend — Buy

Robo Global Robotics & Aut EFT (ROBO) (Investment Account #1) — Buy (add'l)

Cohen & Steers Realty SHS Inc (CSRSX) (Investment Account #1) — Dividend — Buy

Cohen & Steers Real Est Est SECS (CSDIX) (Investment Account #1) — Dividend — Buy

Cohen & Steers Real Est Est SECS (CSDIX) (Investment Account #1) — Sold

Delaware Value Instl (DDVIX) (Investment Account #1) — Dividend — Buy

Delaware Value Instl (DDVIX) (Investment Account #1) — Buy (add'l)

Delaware Value Instl (DDVIX) (Investment Account #1) — Buy (add'l)

E V Sht Duration Govt Inc I (EILDX) (Investment Account #1) — Dividend — Buy

E V Sht Duration Govt Inc I (EILDX) (Investment Account #1) — Buy (add'l)

Spouse's income — 2019 — Holland & Knight - salary

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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Mark Eaton Walker | Frix