Steven J. McAuliffe

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 213

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • New Hampshire Bar Foundation
  • Challenger Center for Space Science Education
  • Trust #1
  • Piglet (Neighborhood Investment Club)
  • Shumac, LLC
  • Pleasant Lake Cottages, LLC
  • UBS

As filed

Nike Inc — Dividend

Proofpoint Inc — None

Upwork Inc — None

Accts Merrimack County Savings Bank — Interest

IRA iShares Core S&P — Dividend

IRA iShares Russell 1000 — Dividend

IRA iShares MSCI EAFE — Dividend

IRA iBoxx $ Invt — Dividend

IRA iShares Core US AGG Bond — Dividend

IRA iShares Tips Bond — Dividend

IRA iShares Short Term Corp Bond — Dividend

IRA SPDR Bloomberg Barclay High Yield Bond — Dividend

IRA Vanguard Value — Dividend

IRA Vanguard Mid-Cap — Dividend

IRA Vanguard FTSE Emerg Mkts — Dividend

ExxonMobil Corp — Dividend — Buy (add'l)

UBS Retirement Money Fund (UBS Bank USA Dep Acct) — Interest

Piglet Investment Club Partnership Shares (See Part VIII) — Interest

UBS RMA Cash Account — Interest

Apple Inc — Dividend

Exact Sciences Corp — None

Hasbro Inc — Dividend

Microsoft Corp — Dividend

Alibaba Group Ltd — None — Buy

Lyft, Inc — None — Buy

Splunk, Inc — None — Buy

Target Corp — Dividend — Buy

UBS Bank USA Dep Acct — Dividend

Merrimack County Savings Bank NOW Acct (2) — Interest

Enterprise Products Partners LP — Dividend

iShares TR Russell 2000 Index Fund — Dividend

iShares Trust Russell Midcap Growth Index Fund — Dividend

Apple Inc — Dividend

Simon Property Group Inc — Dividend

iShares iBoxx Invt Grade DE Corp Bond Fund — Dividend

Fairfax Cty VA Pub Ser A — Interest — Sold

Danaher Corp — Dividend

Alphabet Inc. CL A — None

JP Morgan Chase & Company — Dividend — Buy (add'l)

Starbucks Corp — Dividend

VISA Inc — Dividend

Alphabet Inc CL C — None

Home Depot Inc — Dividend

Janus Henderson Global Equity (Name Change) — Dividend — Buy (add'l)

iShares Trust Russell 1000 — Dividend

Celgene Corp — Dividend — Sold

Chubb Ltd — Dividend

Janus Henderson Global FDS Euro — Dividend — Sold

Washington Prime Group Inc Com — Dividend

Biogen Inc — Dividend

British American Tobacco PLC — Dividend

HCA Healthcare Inc — Dividend

Veritiv Corp Com — None

SPDR S&P MidCap 400 ETF TR — Dividend

Technology Sector SPDR Trust SHS — Dividend

Johnson County Kansas Water District #1 Bond — Interest

Brentwood Tennessee G.O. Bond — Interest

Minn St Colleges & SR A Revenue Bond — Interest

Vermont Municipal Bond Bank SRL Revenue Bond — Interest

Pimco Real Return Fund Class A — Dividend

Calamos Market Neutral Income Fund Class A — Dividend

First Eagle Global Fund Class A — Dividend

Shumac LLC 50% Int (Holds Lake Property in Merrimack County, NH) — None

Pleasant Lake Cottages, LLC (Real Estate) — None

R.P. Jobin, Personal Loan — None

Verizon Communications Inc — Dividend

PNC Financial Services Group — Dividend

PepsiCo Inc — Dividend

Salesforce.com Inc — None

Thermo Fisher Scientific Inc — Dividend

UnitedHealth Group — Dividend

Gilead Sciences Inc — Dividend

Microsoft Corp — Dividend — Buy (add'l)

Berkshire Hathaway Inc — None — Buy (add'l)

Costco Wholesale Corp — Dividend

Dominion Energy Inc (Name Change) — Dividend

SPDR S&P Midcap 600 — Dividend

Ecolab, Inc — Dividend

Medtronic Holding Ltd — Dividend

Vanguard REIT ETF — Dividend

Facebook Inc — Dividend

Broadcom Ltd — Dividend

Hess Corp — Dividend

Northrop Grumman Corp — Dividend

Raytheon Co — Dividend

Ivy Intnl Core Equity — Dividend — Sold

Vanguard Midcap ETF — Dividend

Kraft Heinz Co — Dividend — Sold

TE Connectivity Ltd — Dividend

KeyCorp New — Dividend

Digital Realty Trust — Dividend

Merck & Co New — Dividend

Fortive Corp — Dividend

Affiliated Mgrs Grp — Dividend

Ameriprise Fin Inc — Dividend

Union Pacific Corp — Dividend

Bioverativ Inc (Veritiv Corp) — None — Sold

Amazon Inc — None

American Tower Corp — Dividend

Allergan PLC — Dividend

Eaton Corp PLC — Dividend

Booking Holdings Inc — Dividend — Buy (add'l)

Altria Group Inc — Dividend — Sold

Caterpillar Inc — Dividend

Conoco Phillips — Dividend

Halliburton Co — Dividend

Oppenheimer Dev Mkts — Dividend

AT&T Inc — Dividend

Campbell Soup Co — Dividend — Sold

Ford Motor Co — Dividend

General Electric Co — Dividend — Sold

McDonald's Corp — Dividend

Netflix Inc — None

Proctor & Gamble Co — Dividend

United Tech Corp — Dividend

Wal-Mart Inc — Dividend

Adobe Inc — Dividend — Buy

Walt Disney Co — Dividend — Buy

iShares MSCI EAFE ETF — Dividend — Buy

Amer Funds Euro Pacific — Dividend — Buy

New Hampshire St Bus Sr A RV — Interest — Buy

Apple Inc [C] — Dividend

Danaher Corp [C] — Dividend

JP Morgan Chase & Company [C] — Dividend

Oracle Corp [C] — Dividend — Sold

UnitedHealth Group [C] — Dividend

UBS Pace Money Market Investments Fund Class P [K] — Dividend

F. Templeton Global Bond A [K] — Dividend

Arbitrage Fund [K] — Dividend

BlackRock Equity Dividend Fund [K] — Dividend

Calamos Market Neutral Income Fund [K] — Dividend

Calamos International Growth Fund [K] — Dividend

Dreyfus Small Cap Value Fund (Name Change:BNY Mellow Opp SmCapFd) [K] — Dividend

Natixis Loomis Sayles Core Plus Bond Fund [K] — Dividend

Royce Premier Fund [K] — Dividend

Laudus Growth Inv US Large Cap Fund [K] — Dividend

UBS Pimco College Fund 529(1) [K] — Interest

UBS Pimco College Fund 529(2) [K] — Interest

Fidelity Advisor Materials Fund Class A [K] — Dividend

Invesco Developing Markets Fund Class A [K] — Dividend

Oakmark International Fund [K] — Dividend

Delaware Corporate Bond Fund A [K] — Dividend

Ivy High Income Fund [K] — Dividend

Metropolitan West Total Return Bond Fund [K] — Dividend

Pimco Real Return Fund [K] — Dividend

Virtus Seix High Grade Municipal Bd Fd (frmrly "Ridgeworth") [K] — Dividend

T. Rowe Price Tax Free Short Intermediate Fund [K] — Dividend

TCW Emerging Markets Income Fund [K] — Dividend

MainStay Marketfield Fund [K] — Dividend

First Eagle Global Fund [K] — Dividend

Celgene Corp [C] — None — Sold

Berkshire Hathaway Inc [C] — None

Chubb Ltd [C] — Dividend

Costco Wholesale Corp [C] — Dividend

Dominion Energy (Name Change) [C] — Dividend

PNC Financial Services Group [C] — Dividend

PepsiCo Inc [C] — Dividend

Verizon Communications Inc [C] — Dividend

Ameriprise Fin Inc [C] — Dividend

Broadcom Ltd [C] — Dividend

Ecolab Inc [C] — Dividend

Facebook Inc [C] — None

Vanguard Mid Cap FD [C] — Dividend

Vanguard REIT ETF [C] — Dividend

Affiliated Mgrs Group [C] — Dividend

Digital Realty Trust Inc [C] — None

Hess Corp [C] — Dividend — Sold

KeyCorp New [C] — Dividend

Northrop Grumman Corp [C] — Dividend

Raytheon Co [C] — Dividend

Home Depot Inc [C] — Dividend

Union Pacific Corp [C] — Dividend

SPDR S&P 600 Small Cap [C] — Dividend

Oppenheimier Dev Mkts [C] — Dividend

Starbucks Corp [C] — Dividend

Visa Inc [C] — Dividend

Fortive Corp [C] — Dividend

Conoco Phillips [C] — Dividend

Amazon Inc [C] — Dividend

Caterpillar Inc [C] — Dividend

Altria Group Inc [C] — Dividend — Sold

Eaton Corp PLC [C] — Dividend

Booking Holdings Inc [C] — Dividend

American Tower Corp [C] — Dividend

AT&T Inc [C] — Dividend

Campbell Soup Co [C] — Dividend — Sold

Ford Motor Co [C] — Dividend

General Electric Co [C] — Dividend — Sold

McDonald's Corp [C] — Dividend

Netflix Inc [C] — None

Proctor & Gamble Co [C] — Dividend

United Tech Corp [C] — Dividend

Wal-Mart Inc [C] — Dividend

Vanguard FTSE Dev Mkt [C] — Dividend

Vanguard Index FDS S&P [C] — None — Sold

iShares Core S&P Small Cap [C] — Dividend

iShares Russell 1000 Growth [C] — Dividend

iShares MSCI EAFE [C] — Dividend

Vanguard Value ETF [C] — Dividend

Vanguard Mid-Cap ETF [C] — Dividend

Vanguard FTSE Emerging Mkts [C] — Dividend

iShares iBoxx & Invt Grade Corp Bond [C] — Dividend

iShares Core US Agg Bond [C] — Dividend

iShares Tips Bond [C] — Dividend

iShares Natl Muni Bond [C] — Dividend

iShares Short Term Natl Muni Bond [C] — Dividend

SPDR Bloomberg Barclay High Yield Bond [C] — Dividend

Vanguard Total Intl Bond [C] — Dividend

Adobe Inc [C] — Dividend — Buy

ExxonMobil Corp [C] — Dividend — Buy

Halliburton Co [C] — Dividend — Buy

Walt Disney Co [C] — Dividend — Buy

Alphabet Inc CL A [C] — Dividend — Buy

Fellow, New Hampshire Bar Foundation

Director, Challenger Center for Space Science Education

Trustee, Trust #1

Partner, Piglet (Neighborhood Investment Club)

Member, Shumac, LLC

Member, Pleasant Lake Cottages, LLC

Liability — UBS — Account Secured Premier Credit Line

PART VII. INVESTMENTS AND TRUSTS.

Trust #1 assets are listed in Part VII, identified by the designation "[C]."

PART VII. INVESTMENTS AND TRUSTS.

Line 17. Piglet Investment Club Partnership - Aggregated (specific holdings are listed below main entry and designated by "-").

PART VII. INVESTMENTS AND TRUSTS.

2018 Report Line 80 is included in 2019 Line 47.

2018 Report Line 90 is included in 2019 Line 43.

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.