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Pull out the substance of this filing.

What was filed

  • 62

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • - salary

As filed

IRA #1 (H)

Apple common stock — Dividend — Sold (part)

Apple common stock — Sold (part)

Boeing common stock — Dividend — Sold (part)

Cemex common stock — Dividend — Sold

Chesapeake Energy common stock — None — Sold

Chevron common stock — Dividend — Sold (part)

Gilead Sciences common stock — Dividend

Investors Bank CDs — None — Buy

Schlumberger common stock — Dividend

Vanguard Total Stock Market ETF — Dividend — Sold (part)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

IRA #2 (H)

Boeing common stock — Dividend — Sold (part)

Gilead Sciences common stock — Dividend

Investors Bank CDs — None — Buy

Schlumberger common stock — Dividend

US Treasury Bills — None — Matured

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

UTMA Accs (H)

Exxon Mobile common stock — Dividend — Sold (part)

Vanguard Total Stock Market ETF — Dividend — Buy

Apple common stock — Dividend — Sold (part)

Chevron common stock — Dividend — Sold (part)

Chevron common stock — Sold (part)

Exxon Mobile common stock — Dividend — Sold (part)

Exxon Mobile common stock — Sold (part)

GE common stock — Dividend

Gilead Sciences common stock — Dividend

MMM common stock — Dividend

New Hampshire Total Market Index Portfolio — None — Buy (add'l)

New Hampshire Total Market Index Portfolio — Buy (add'l)

Schlumberger common stock — Dividend — Sold (part)

SPDR Gold Shares Trust - GLD ETF — None

VACAVA Inc. — None

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Wabtec common stock — Dividend — Spinoff (from line 32)

Wabtec common stock — Sold

fka Trust #1 (H)

Commercial Prop #1, Las Vegas, NV — Rent

Ally Bank accounts — Interest

Barclays Bank of Delaware accounts — Interest

Capital One Bank account — Interest — Open

Goldman Sachs Bank account — Interest

JPMorgan Chase Bank accounts — Interest

Nevada State Bank accounts — Interest

Sallie Mae Bank accounts — Interest

Synchrony Bank accounts — Interest

TD Bank account — Interest

Wells Fargo Bank accounts — Interest

AXA Variable Universal Life Insurance Policy (H)

Guaranteed Interest Account — Interest — Buy (add'l)

Guaranteed Interest Account — Sold (part)

EQ / Equity 500 Index fund — Dividend — Buy (add'l)

EQ / Large Cap Growth Index fund — Dividend

AXA Whole Life Insurance Policy — Dividend

Agreement — 2000 — City of Philadelphia Pension - pension upon retirement

Spouse's income — 2019 — - 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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Nancy J. Koppe | Frix