Joy Flowers Conti

What was filed

140
investments
3
positions
0
gifts
0
agreements
0
debts
14
reimbursements
0
income
1
spouse income

Named parties

Catholic Charities
Kushkushkee Trail Chapter of the Daughters of the American Revolution
University of South Carolina School of Law Cybersecurity Legal Task Force
Commonwealth of PA
ALM Media, LLC
The Naples Roundtable, Inc
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The American Law Institute
Electronic Discovery Institute
Foley & Lardner LLP\
Intellectual Property Owners
University of South Carolina
Foley & Lardner LLP
The Sedona Conference
Open Text
Boenning & Scattergood - Salary

As filed

BROKERAGE ACCOUNT #1 - J (H)

Red Mountain Resource Inc Stock — None — Sold

Standard Bank Deposit Account — Interest

Pa Economic Dev Fing Auth Bond (2.55% due 11/01/41) — None — Sold

ROTH IRA ROLLOVER ACCOUNT #1 WwW (H)

New Residential Invt Corp Stock — Int/Div

Bank of New York Mellon Corp Stock — Int/Div — Sold

SPDR S&P 500 ETF Trust Units — Int/Div

SPDR SER TR S&P BK ETF — None — Sold

Fidelity Advusor Ser VII Technology Fund ClA — Int/Div

JP Morgan Chase & Co Stock — Int/Div — Sold (part)

Standard Bank Deposit Account — Interest

Conifer Hldgs 6.75% Pfd Inc Sr Note due 09/30/23 — Interest

Priority Income Fund Pfd Ser C 6.625% due 06/30/24 — Int/Div — Buy

Galectin Theraputics Stock — None — Buy

Merchants Bancorp 7% Pfd Perp Mty Call 04/01/24 — Interest — Buy

First Internet 6% Pfd Bancorp due 6/30/29 — Interest — Buy

RETIREMENT PLAN #2 - W (H)

TIAA Traditional Annuities — Interest

Vanguard REIT Index Fund — Int/Div — Sold (part)

Vanguard REIT Index Fund — Sold (part)

CREF Stock R2 Fund — None — Sold (part)

CREF Stock R2 Fund — Sold (part)

CREF Money Market R2 — None — Sold (part)

CREF Money Market R2 — Sold (part)

Vanguard Infl Protect Sec Adm Fund — None — Sold

Vanguard Small Cap Index Fund — Int/Div — Sold (part)

Vanguard Small Cap Index Fund — pert)

Vanguard Small Cap Index Fund — Sold (part)

Vanguard Mid Cap Index Fund — Int/Div — Sold (part)

Vanguard Mid Cap Index Fund — Sold (part)

American Mutual Fund R6 — Int/Div — Sold (part)

American Mutual Fund R6 — Sold (part)

Dodge & Cox Income Fund — Int/Div — Buy

Dodge & Cox Income Fund — Sold (part)

ROTH IRA ROLLOVER ACCOUNT #3 HH)

Navidea Biopharmaceuticals Stock — None — Sold

Boeing Co Stock — Int/Div — Sold

JP Morgan Value Advantage Fund — Int/Div

JP Morgan Chase & Co Stock — Int/Div

SPDR S&P 500 ETF Trust Units — Int/Div

Standard Bank Deposit Account — Interest

Assured Guaranty Ltd — Int/Div

Conifer Hldgs 6.75% Pfd Inc Sr Note due 09/30/23 — Int/Div

Invesco Oppenheimer Global Opport Fund (Name Change) — Int/Div

Southerly Hotels 8.25% Pfd Perp Mty Call 04/18/24 — Interest — Buy

ETF Managers Trust Prime Cyber Sec — Int/Div — Buy

First Internet 6% Pfd Bancorp Note Due 6/30/29 — Interest — Buy

New Residential Invt Corp Stick — Int/Div — Buy

JRA ROLLOVER ACCOUNT #6 - H (H)

S&T Bancorp Stock — Int/Div

Standard Bank Deposit Account — Interest

Boeing Co Stock — Int/Div — Sold

Navidia Biopharmaceuticals Inc Stock — None — Sold

JP Morgan Value Advantage Fund — Int/Div

SPDR SER TR S&P REGL BKG ETF — Distribution

SPDR SER TR S&P BK ETF — Int/Div

SPDR S&P 500 ETF Trust Units — Int/Div

JP Morgan Chase & Co Stock — Int/Div — Sold (part)

New Residential Invt Corp Stock (REIT) — Int/Div

Vanguard Information ETF Technology — Int/Div

Weatherford International PLC Stock New (Name Change) — None

Priority Income Fund Pfd Ser C 6.625% Mty 06/30/24 — Int/Div — Buy

Merchants Bancorp 7% Pfd Perp Mty Call 04/01/24 — Interest — Buy

Tristate Cap 6.375% Pfd Perp Call 07/01/24 — Interest — Buy

CITIZENS BANK ACCOUNTS — None

MASSACHUSETTS MUTUAL WHOLE LIFE INS POLICY — None

METROPOLITAN LIFE WHOLE LIFE INS POLICY — None

METRO LIFE (Name Change from Genl Amer) WHOLE LIFE INS POLICY — None

MASSACHUSETTS MUTUAL WHOLE LIFE INS POLICY — None

METROPOLITAN LIFE WHOLE LIFE INS POLICY — None

NORTHWESTERN WHOLE LIFE INS POLICY — None

MASSACHUSETTS MUTUAL WHOLE LIFE INS POLICY — None

HUNTINGTON BANK ACCOUNT — None

BROKERAGE ACCOUNT #2 (W) (H)

New Residential Investment Corp Stock (REIT) — Int/Div

Standard Bank Deposit Account — Interest

ROTH IRA ROLLOVER ACCOUNT #7 tH (2)

Safe-T-Shade LLC — None

Averatek Inc Stock — None

Averatek 8% Convertible Note due 4/30/22 — Interest

SEVENTH STREET INVESTMENT LP — None

TAASERA INC STOCK — None

401(K) PLAN #1 - H (1)

Standard Bank Deposit Account — Interest

T2 Biosystems, Inc Stock — None — Buy

T2 Biosystems, Inc Stock — Sold

Invesco QQQ ETF Trust Units — Int/Div — Buy

SPDR S&P 500 ETF Trust Units — Int/Div — Buy

Honorary Board Member, Catholic Charities

Regent, Kushkushkee Trail Chapter of the Daughters of the American Revolution

Member, University of South Carolina School of Law Cybersecurity Legal Task Force

Reimbursement — Commonwealth of PA — December 31, 2018 January 1, 2019 — Harrisburg, PA — Swearing in Ceremony — Lodging, Transportation, Meals

Reimbursement — ALM Media, LLC — January 29 - February 2,2019 — New York, NY — Legal Tech — Lodging, Transportation, Meals

Reimbursement — The Naples Roundtable, Inc — February 17-19, 2019 — Naples, FL — Leahy Institute of Advanced Patent Studies — Lodging, Transportation, Meals

Reimbursement — SE i-daatesaden’ -db' gtediheadibatadattaidiedaadihesntendl. — halts Hata Cla’ Aa ad oid — Po et rd og — Innovation in E-Discovery Conference — Ry ay Te,

Reimbursement — The American Law Institute — May 20-22, 2019 — Washington, DC — The 96th Annual Meeting — Lodging, Transportation, Meals

Reimbursement — Electronic Discovery Institute — June 5-6, 2019 — Columbus, OH — The 4th Annual EDI Summer Meeting — Lodging, Transportation, Meals

Reimbursement — Ea in the Financial Services Industry

Reimbursement — Foley & Lardner LLP\ — September 19-20, 2019 — Chicago, IL — Foley's Labor and Employment Summit — Lodging, Transportation, Meals

Reimbursement — Intellectual Property Owners — September 24-26, 2019 — Washington, DC — IPO Annual Meeting — Lodging, Transportation, Meals

Reimbursement — University of South Carolina — October 2-3, 2019 — Columbia, SC — Columbia South Carolina Task Force Meeting — Lodging, Transportation, Meals

Reimbursement — Foley & Lardner LLP — October 3-4, 2019 — Chicago, IL — Foley's 15th Annual IP Conference — Lodging, Transportation, Meals

Reimbursement — The Sedona Conference — October 23-25, 2019 — St. Louis, MO — The Sedona Conference — Lodging, Transportation, Meals

Reimbursement — 019 — DER ~ it — Discovery A View from the Bench — TEETOTTTOY TUTTO en mma amy samme

Reimbursement — Open Text — November 13-14, 2019 — Las Vegas, NV — Enfuse Conference — Lodging, Transportation, Meals

Spouse's income — 2019 — Boenning & Scattergood - Salary

Part VII

Investments and Trusts

From prior years:

There is no Retirement Plan #1

There is no IRA Rollover/Roth IRA Rollover Accounts # 2, 4 or 5