Ask Donna

Pull out the substance of this filing.

What was filed

  • 232

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Wells Fargo Bank (checking account) — Interest

Unimproved Lots, Punta Gorda, FL ($5,000) — None

Rental Property, Key West, FL — Rent — Sold

Washington Real Estate Investment Trust — Dividend

TIAA/CREF (variable annuity) (H) — Int./Div.

George Mason University Defined Contribution Plan — Interest

TIA Traditional — Interest

CREF Stock R2 — None

``Widener University Defined Contribution Retirement Plan — Interest

Widener Univ Tax Deferred Annuity Plan — Interest

Morgan Stanley PM Acct (H) — Int./Div.

Morgan Stanley Bank/Cash — Interest

AIG Focused Div Strat A — Dividend — Buy

AIG Focused Div Strat A — Sold

Alger Weatherbie SPZD GRW FD Z (X) — Dividend

AMG TimesSq Intl SM CP I — None — Sold

Ark Innovation ETF — None — Sold (part)

Ark Innovation ETF — Buy

Ark Innovation ETF — Sold (part)

Ark Innovation ETF — Sold

Catalyst Millburn HGD Strat I — None — Sold (part)

Catalyst Millburn HGD Strat I — Sold (part)

Catalyst Millburn HGD Strat I — Sold

Del Emerging Mkt Inst — None — Buy

Del Emerging Mkt Inst — Buy (add'l)

Del Emerging Mkt Inst — Sold

EV Floating Rate I — Dividend — Sold

First Trust Valu.LN Div IDX — Dividend — Buy

First Trust Valu.LN Div IDX — Sold (part)

First Trust Valu.LN Div IDX — Buy (add'l)

First Trust Valu.LN Div IDX — Buy (add'l)

First Trust Amex Biotech — None — Sold (part)

First Trust Amex Biotech — Sold

First Trust Develp Mkt Ex-US — None — Sold

First Trust DJ Internet Idx — None — Buy

First Trust DJ Internet Idx — Buy (add'l)

First Trust DJ Internet Idx — Buy (add'l)

First Trust DJ Internet Idx — Sold (part)

First Trust DJ Internet Idx — Sold

First Truat Low Duration Opp — Dividend — Buy

First Truat Low Duration Opp — Sold (part)

First Trust NASDAQ 100 Tech — Dividend — Sold (part)

First Trust NASDAQ 100 Tech — Buy (add'l)

Franklin Dynatech Advisor — Dividend — Buy

FT-Preferred Secur & Inc ETF — None — Sold

Guggenheim Total Return BD I — Dividend — Sold (part)

Guggenheim Total Return BD I — Buy (add'l)

Guggenheim Total Return BD I — Sold

Hartford Intl Value I — None — Sold

Hartford Multifactor Dev — Dividend — Buy

Hartford Multifactor Dev — Buy (add'l)

Hartford Multifactor Dev — Sold (part)

Hartford Multifactor Dev — Sold

Hartford SCHRDR Int MLTCP VL I — Dividend — Buy

Hartford SCHRDR Int MLTCP VL I — Sold

Health Care Sel Sect SPDR FD — Dividend — Sold

Industrial Sel Sec SPDR FD — Dividend — Sold

INVESCO BulletShares 2020 High — Dividend — Buy

INVESCO BulletShares 2020 High — Buy (add'l)

INVESCO BulletShares 2020 High — Sold

INVESCO BulletShares 2021 High — Dividend — Buy

INVESCO BulletShares 2021 High — Buy (add'l)

INVESCO Dynamic Software ETF — Dividend — Buy

INVESCO QQQ Trust Series 1 — Dividend — Buy

INVESCO QQQ Trust Series 1 — Buy (add'l)

INVESCO QQQ Trust Series 1 — Buy (add'l)

INVESCO Total Return Bond ETF — Dividend — Buy

INVESCO Total Return Bond ETF — Buy (add'l)

ISHARES Core 10+ USD Bond — Dividend — Buy

ISHARES Core Dividend Growth — Dividend — Buy

ISHARES Core Dividend Growth — Buy (add'l)

ISHARES Core Dividend Growth — Buy (add'l)

ISHARES Core S&P Total US Stock — Dividend — Buy

Loomis Growth Y — None — Sold (part)

Loomis Growth Y — Sold

Loomis SR FLTNG RT & FX INC Y — Dividend — Sold (part)

Loomis SR FLTNG RT & FX INC Y — Buy

Loomis SR FLTNG RT & FX INC Y — Sold

Morgan Stanley Bank — Interest

MSIF Growth I — None — Buy

MSIF Growth I — Buy (add'l)

MSIF Growth I — Sold

MSIF Intl Advantage PTF I — Dividend — Buy (add'l)

Nationwide Geneva SMCP GW F — Dividend — Sold (part)

Nuveen High Income December 19 — Dividend — Sold (part)

Nuveen High Income December 19 — Sold

Nuveen High Income 2020 Target — Dividend — Buy

Nuveen High Income 2020 Target — Sold

Pacer Benchmark Data & Infra — Dividend — Buy

PACER TrendPilot US Large Cap 750 — None — Sold (part)

PACER TrendPilot US Large Cap 750 — Sold

PACER TP 100 ETF — None — Sold (part)

PACER TP 100 ETF — Sold

PGIM Absolute Return Bond Z — Dividend — Sold (part)

PGIM Absolute Return Bond Z — Sold

PGIM QMA Long-Short Equity Z — None — Sold (part)

PGIM QMA Long-Short Equity Z — Sold

PowerShares S&P Mid 400 DVD Arist — Dividend — Sold (part)

PowerShares S&P Mid 400 DVD Arist — Sold

Real Estate Select Sect SPDR — Dividend — Buy

Real Estate Select Sect SPDR — Buy (add'l)

Real Estate Select Sect SPDR — Sold (part)

SPDR Portf Emerg Mkt ETF — Dividend — Buy

SPDR Portf Emerg Mkt ETF — Sold (part)

SPDR Portf Emerg Mkt ETF — Sold (part)

SPDR S&P 600 Sm Cap Val ETF — Dividend — Sold (part)

Vanguard Mid Cap Value ETF — Dividend — Buy

Western Asset Macro Opport — Dividend — Sold (part)

Morgan Stanley IRA (H) — Int./Div.

AIG Foc Div Strat A — Dividend — Buy

AIG Foc Div Strat A — Sold

Alger SMID Cap Focus Z (X) — None — Sold (part)

Alger SMID Cap Focus Z (X) — Sold (part)

Alger Weatherbie SP Growth Z — Dividend — Sold (part)

AMG Times Sq Intl SM CP I — None — Sold

ARK Innovation — None — Sold (part)

ARK Innovation — Buy

ARK Innovation — Sold (part)

ARK Innovation — Sold (part)

ARK Innovation — Sold

Catalyst Millburn Hgd Strat I — None — Sold (part)

Catalyst Millburn Hgd Strat I — Sold (part)

Catalyst Millburn Hgd Strat I — Sold

Delaware Emerging Markets Inst — None — Buy

Delaware Emerging Markets Inst — Buy (add'l)

Delaware Emerging Markets Inst — Sold

Fidelity Adv Grw Oppor I — None — Buy

Fidelity Adv Grw Oppor I — Buy (add'l)

Fidelity Adv Grw Oppor I — Sold

First TR Valu.LN Div — Dividend — Buy

First TR Valu.LN Div — Sold (part)

First TR Valu.LN Div — Buy (add'l)

First TR Valu.LN Div — Buy (add'l)

First TR Valu.LN Div — Buy (add'l)

First TR Valu.LN Div — Sold (part)

First Trust AMEX Biotech — None — Sold (part)

First Trust AMEX Biotech — Sold

First Trust Develp Mkt Ex-US — None — Sold

First Trust DJ Internet Idx — None — Buy

First Trust DJ Internet Idx — Buy (add'l)

First Trust DJ Internet Idx — Buy (add'l)

First Trust DJ Internet Idx — Sold (part)

First Trust DJ Internet Idx — Sold

First Trust Low Duration Opp — Dividend — Buy

First Trust Low Duration Opp — Sold (part)

First Trust Low Duration Opp — Buy (add'l)

First Trust Low Duration Opp — Sold (part)

First Trust NASDAQ 100 Tech — Dividend — Sold (part)

First Trust NASDAQ 100 Tech — Buy (add'l)

Franklin Dynatech Advisor — Dividend — Buy

Franklin Dynatech Advisor — Sold (part)

FT Preferred Secur & Inc ETF — None — Sold

Guggenheim Total Return Bd I — Dividend — Sold (part)

Guggenheim Total Return Bd I — Buy (add'l)

Guggenheim Total Return Bd I — Sold

Hartford MultiFactor Develop — Dividend — Buy

Hartford MultiFactor Develop — Sold (part)

Hartford MultiFactor Develop — Sold (part)

Hartford MultiFactor Develop — Buy (add'l)

Hartford SCHR US Mid Cap Opp — Dividend — Sold

Health Care SEL Sect SPDR FD — Dividend — Sold

Industrial Sel Sec SPDR Fd — Dividend — Buy

Industrial Sel Sec SPDR Fd — Sold

INVESCO BulletShares 2020 HY — Dividend — Buy

INVESCO BulletShares 2020 HY — Buy (add'l)

INVESCO BulletShares 2020 HY — Sold

INVESCO Bullet Shares 2021 Hi — Dividend — Buy

INVESCO Bullet Shares 2021 Hi — Buy (add'l)

INVESCO Bullet Shares 2021 Hi — Sold (part)

INVESCO Bullet Shares 2021 Hi — Sold (part)

INVESCO Dynamic Software ETF — Dividend — Buy

INVESCO QQQ Trust Series 1 — Dividend — Buy

INVESCO QQQ Trust Series 1 — Buy (add'l)

INVESCO QQQ Trust Series 1 — Buy (add'l)

INVESCO QQQ Trust Series 1 — Buy (add'l)

INVESCO Total Return Bond ETF — Dividend — Buy

INVESCO Total Return Bond ETF — Buy (add'l)

INVESCO Total Return Bond ETF — Buy (add'l)

INVESCO Total Return Bond ETF — Buy (add'l)

ISHARES Core 10+ Year USD Bond — Dividend — Buy

ISHARES Core 10+ Year USD Bond — Sold

ISHARES Core Diidend Growth — Dividend — Buy

ISHARES Core Diidend Growth — Buy (add'l)

ISHARES Core Diidend Growth — Buy (add'l)

ISHARES Core Diidend Growth — Buy (add'l)

ISHARES Core Diidend Growth — Buy (add'l)

ISHARES Core S&P Total US Stock — Dividend — Buy

ISHARES Core S&P Total US Stock — Sold (part)

ISHARES Core S&P Total US Stock — Sold (part)

John Hancock Intl Growth I — Dividend — Buy (add'l)

John Hancock Intl Growth I — Sold

JPMorgan UltraShort Inc ETF — Dividend — Buy

JPMorgan UltraShort Inc ETF — Sold (part)

JPMorgan UltraShort Inc ETF — Sold (part)

JPMorgan UltraShort Inc ETF — Buy (add'l)

JPMorgan UltraShort Inc ETF — Sold (part)

JPMorgan UltraShort Inc ETF — Sold

Loomis Growth — None — Buy (add'l)

Loomis Growth — Sold (part)

Loomis Growth — Buy (add'l)

Loomis Growth — Sold

Loomis SR FLTNG RT & FX Inc Y — Dividend — Buy (add'l)

Loomis SR FLTNG RT & FX Inc Y — Sold (part)

Loomis SR FLTNG RT & FX Inc Y — Sold

Morgan Stanley Bank/Cash — Interest

Nationwide Geneva SM Cap GW — Dividend — Sold (part)

Nationwide Geneva SM Cap GW — Sold (part)

Nuveen High Income 2020 Target — Dividend — Buy

Nuveen High Income 2020 Target — Sold

Nuveen High Income Dec 2019 — Dividend — Sold

Pacer Beenchmark Data & Infra — Dividend — Buy

Pacer TrendPilot US Large Cap 750 — None — Sold (part)

Pacer TrendPilot 100 ETF — None — Sold (part)

Pacer TrendPilot 100 ETF — Sold

PGIM Abolute Return Bond Z — Dividend — Sold (part)

PGIM Abolute Return Bond Z — Sold

PGIM JEN Intl Opportunies Z — None — Buy

PGIM QMA Long-Short Equity Z — None — Sold (part)

PGIM QMA Long-Short Equity Z — Sold

Proshrs S&P Mid 400 DVD Arist — Dividend — Sold

Real Estate Select Sect SPDR — Dividend — Buy

Real Estate Select Sect SPDR — Buy (add'l)

Real Estate Select Sect SPDR — Buy (add'l)

Real Estate Select Sect SPDR — Sold (part)

SPDR Portf Emer Market ETF — Dividend — Buy

SPDR Portf Emer Market ETF — Sold (part)

SPDR Portf Emer Market ETF — Sold (part)

SPDR Portf Emer Market ETF — Sold (part)

SPDR S&P 600 Sm Cap Val ETF — Dividend — Sold (part)

Vanguard Mid Cap Value ETF — Dividend — Buy

Western Asset Macro Opport — Dividend — Sold (part)

Western Asset Macro Opport — Sold (part)

Agreement — 9/1/76 — Teachers Insurance and Annuity/College Retirement Fund (retirement)

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.