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What was filed

  • 329

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 7

    spouse income

Named parties

  • Locke Lord salary

As filed

Vanguard Windsor II IRA — Int./Div.

Vanguard Star IRA — Int./Div.

Hewlett Packard Co. (HPQ — Int./Div. — Sold

Hewlett Packard Enterprise (HPE) — Dividend — Sold

Micro Focus Int'l PLC — None — Sold

DXC Technology — Dividend — Sold

Perspecta, Inc. — Dividend — Sold

Intel — Dividend — Sold

USE Credit Union — Interest

Chase Bank — Interest

Microsoft Corporation — Dividend — Sold

Pfizer Corporation — Dividend — Sold

Kinder Morgan, Inc. — Dividend — Sold (part)

Citigroup, Inc. — Dividend — Sold

Locke Lord 401K Schwab S&P 500 Index — Dividend

Locke Lord 401K T.Rowe Price Blue Chip Growth I — Dividend

Locke Lord 401K Schwab US Midcap Index — Dividend

Locke Lord 401K Schwab Small Cap Index — Dividend

Locke Lord 401K Vanguard Inst'l Index — Dividend — Merged (with line 15)

Locke Lord 401K Vanguard S&P 500 — Dividend — Merged (with line 15)

Locke Lord Vanguard Small Cap Index — Dividend — Merged (with line 18)

Locke Lord Vanguard Midcap Index — Dividend — Merged (with line 17)

Walmart — Dividend

Caterpillar (CAT) — Dividend — Sold

Berkshire Hathaway "B" Shares — None — Sold (part)

Qualcomm, Inc. — Dividend

Gilead Sciences — Dividend — Sold

Bellicum Pharmaceuticals — None — Sold

Prudential Alliance — Interest

Thornburg Invest. Trust Income Builder — Dividend

American Funds EuroPacific Growth Fund — Dividend

Hotchkiss & Wiley High Yield — Dividend

Oakmark Fund — Dividend

Franklin Custodian Fund — Dividend

Hennessy Focus Funds — Dividend

First Eagle Global SGIIX Fund — Dividend

Edgewood Growth Fund — Dividend

Dodge&Cox Stock Fund — Dividend

AMG Yackman Fund — Dividend

T.Rowe Price Blue Chip Growth Fund — Dividend

Vanguard Small Gap Admiral — Dividend

Wells Fargo Short Duration Gov't Bond Fund — Dividend

Pax World Fds SEr. Tr. Small Cap Fund — Dividend

AIG Focused Div. Strategy Portfolio — Dividend

Fidelity Invest. Money Market — Dividend

Amazon — None

GSCCF — None — Buy

Vanguard Windsor II IRA — Int./Div.

Vanguard Star IRA — Int./Div.

Hewlett Packard Co. (HPQ — Int./Div. — Sold

Hewlett Packard Enterprise (HPE) — Dividend — Sold

Micro Focus Int'l PLC — None — Sold

DXC Technology — Dividend — Sold

Perspecta, Inc. — Dividend — Sold

Intel — Dividend — Sold

USE Credit Union — Interest

Chase Bank — Interest

Microsoft Corporation — Dividend — Sold

Pfizer Corporation — Dividend — Sold

Kinder Morgan, Inc. — Dividend — Sold (part)

Citigroup, Inc. — Dividend — Sold

Locke Lord 401K Schwab S&P 500 Index — Dividend

Locke Lord 401K T.Rowe Price Blue Chip Growth I — Dividend

Locke Lord 401K Schwab US Midcap Index — Dividend

Locke Lord 401K Schwab Small Cap Index — Dividend

Locke Lord 401K Vanguard Inst'l Index — Dividend — Merged (with line 15)

Locke Lord 401K Vanguard S&P 500 — Dividend — Merged (with line 15)

Locke Lord Vanguard Small Cap Index — Dividend — Merged (with line 18)

Locke Lord Vanguard Midcap Index — Dividend — Merged (with line 17)

Walmart — Dividend

Caterpillar (CAT) — Dividend — Sold

Berkshire Hathaway "B" Shares — None — Sold (part)

Qualcomm, Inc. — Dividend

Gilead Sciences — Dividend — Sold

Bellicum Pharmaceuticals — None — Sold

Prudential Alliance — Interest

Thornburg Invest. Trust Income Builder — Dividend

American Funds EuroPacific Growth Fund — Dividend

Hotchkiss & Wiley High Yield — Dividend

Oakmark Fund — Dividend

Franklin Custodian Fund — Dividend

Hennessy Focus Funds — Dividend

First Eagle Global SGIIX Fund — Dividend

Edgewood Growth Fund — Dividend

Dodge&Cox Stock Fund — Dividend

AMG Yackman Fund — Dividend

T.Rowe Price Blue Chip Growth Fund — Dividend

Vanguard Small Gap Admiral — Dividend

Wells Fargo Short Duration Gov't Bond Fund — Dividend

Pax World Fds SEr. Tr. Small Cap Fund — Dividend

AIG Focused Div. Strategy Portfolio — Dividend

Fidelity Invest. Money Market — Dividend

Amazon — None

GSCCF — None — Buy

Vanguard Windsor II IRA — Int./Div.

Vanguard Star IRA — Int./Div.

Hewlett Packard Co. (HPQ — Int./Div. — Sold

Hewlett Packard Enterprise (HPE) — Dividend — Sold

Micro Focus Int'l PLC — None — Sold

DXC Technology — Dividend — Sold

Perspecta, Inc. — Dividend — Sold

Intel — Dividend — Sold

USE Credit Union — Interest

Chase Bank — Interest

Microsoft Corporation — Dividend — Sold

Pfizer Corporation — Dividend — Sold

Kinder Morgan, Inc. — Dividend — Sold (part)

Citigroup, Inc. — Dividend — Sold

Locke Lord 401K Schwab S&P 500 Index — Dividend

Locke Lord 401K T.Rowe Price Blue Chip Growth I — Dividend

Locke Lord 401K Schwab US Midcap Index — Dividend

Locke Lord 401K Schwab Small Cap Index — Dividend

Locke Lord 401K Vanguard Inst'l Index — Dividend — Merged (with line 15)

Locke Lord 401K Vanguard S&P 500 — Dividend — Merged (with line 15)

Locke Lord Vanguard Small Cap Index — Dividend — Merged (with line 18)

Locke Lord Vanguard Midcap Index — Dividend — Merged (with line 17)

Walmart — Dividend

Caterpillar (CAT) — Dividend — Sold

Berkshire Hathaway "B" Shares — None — Sold (part)

Qualcomm, Inc. — Dividend

Gilead Sciences — Dividend — Sold

Bellicum Pharmaceuticals — None — Sold

Prudential Alliance — Interest

Thornburg Invest. Trust Income Builder — Dividend

American Funds EuroPacific Growth Fund — Dividend

Hotchkiss & Wiley High Yield — Dividend

Oakmark Fund — Dividend

Franklin Custodian Fund — Dividend

Hennessy Focus Funds — Dividend

First Eagle Global SGIIX Fund — Dividend

Edgewood Growth Fund — Dividend

Dodge&Cox Stock Fund — Dividend

AMG Yackman Fund — Dividend

T.Rowe Price Blue Chip Growth Fund — Dividend

Vanguard Small Gap Admiral — Dividend

Wells Fargo Short Duration Gov't Bond Fund — Dividend

Pax World Fds SEr. Tr. Small Cap Fund — Dividend

AIG Focused Div. Strategy Portfolio — Dividend

Fidelity Invest. Money Market — Dividend

Amazon — None

GSCCF — None — Buy

Vanguard Windsor II IRA — Int./Div.

Vanguard Star IRA — Int./Div.

Hewlett Packard Co. (HPQ — Int./Div. — Sold

Hewlett Packard Enterprise (HPE) — Dividend — Sold

Micro Focus Int'l PLC — None — Sold

DXC Technology — Dividend — Sold

Perspecta, Inc. — Dividend — Sold

Intel — Dividend — Sold

USE Credit Union — Interest

Chase Bank — Interest

Microsoft Corporation — Dividend — Sold

Pfizer Corporation — Dividend — Sold

Kinder Morgan, Inc. — Dividend — Sold (part)

Citigroup, Inc. — Dividend — Sold

Locke Lord 401K Schwab S&P 500 Index — Dividend

Locke Lord 401K T.Rowe Price Blue Chip Growth I — Dividend

Locke Lord 401K Schwab US Midcap Index — Dividend

Locke Lord 401K Schwab Small Cap Index — Dividend

Locke Lord 401K Vanguard Inst'l Index — Dividend — Merged (with line 15)

Locke Lord 401K Vanguard S&P 500 — Dividend — Merged (with line 15)

Locke Lord Vanguard Small Cap Index — Dividend — Merged (with line 18)

Locke Lord Vanguard Midcap Index — Dividend — Merged (with line 17)

Walmart — Dividend

Caterpillar (CAT) — Dividend — Sold

Berkshire Hathaway "B" Shares — None — Sold (part)

Qualcomm, Inc. — Dividend

Gilead Sciences — Dividend — Sold

Bellicum Pharmaceuticals — None — Sold

Prudential Alliance — Interest

Thornburg Invest. Trust Income Builder — Dividend

American Funds EuroPacific Growth Fund — Dividend

Hotchkiss & Wiley High Yield — Dividend

Oakmark Fund — Dividend

Franklin Custodian Fund — Dividend

Hennessy Focus Funds — Dividend

First Eagle Global SGIIX Fund — Dividend

Edgewood Growth Fund — Dividend

Dodge&Cox Stock Fund — Dividend

AMG Yackman Fund — Dividend

T.Rowe Price Blue Chip Growth Fund — Dividend

Vanguard Small Gap Admiral — Dividend

Wells Fargo Short Duration Gov't Bond Fund — Dividend

Pax World Fds SEr. Tr. Small Cap Fund — Dividend

AIG Focused Div. Strategy Portfolio — Dividend

Fidelity Invest. Money Market — Dividend

Amazon — None

GSCCF — None — Buy

Vanguard Windsor II IRA — Int./Div.

Vanguard Star IRA — Int./Div.

Hewlett Packard Co. (HPQ — Int./Div. — Sold

Hewlett Packard Enterprise (HPE) — Dividend — Sold

Micro Focus Int'l PLC — None — Sold

DXC Technology — Dividend — Sold

Perspecta, Inc. — Dividend — Sold

Intel — Dividend — Sold

USE Credit Union — Interest

Chase Bank — Interest

Microsoft Corporation — Dividend — Sold

Pfizer Corporation — Dividend — Sold

Kinder Morgan, Inc. — Dividend — Sold (part)

Citigroup, Inc. — Dividend — Sold

Locke Lord 401K Schwab S&P 500 Index — Dividend

Locke Lord 401K T.Rowe Price Blue Chip Growth I — Dividend

Locke Lord 401K Schwab US Midcap Index — Dividend

Locke Lord 401K Schwab Small Cap Index — Dividend

Locke Lord 401K Vanguard Inst'l Index — Dividend — Merged (with line 15)

Locke Lord 401K Vanguard S&P 500 — Dividend — Merged (with line 15)

Locke Lord Vanguard Small Cap Index — Dividend — Merged (with line 18)

Locke Lord Vanguard Midcap Index — Dividend — Merged (with line 17)

Walmart — Dividend

Caterpillar (CAT) — Dividend — Sold

Berkshire Hathaway "B" Shares — None — Sold (part)

Qualcomm, Inc. — Dividend

Gilead Sciences — Dividend — Sold

Bellicum Pharmaceuticals — None — Sold

Prudential Alliance — Interest

Thornburg Invest. Trust Income Builder — Dividend

American Funds EuroPacific Growth Fund — Dividend

Hotchkiss & Wiley High Yield — Dividend

Oakmark Fund — Dividend

Franklin Custodian Fund — Dividend

Hennessy Focus Funds — Dividend

First Eagle Global SGIIX Fund — Dividend

Edgewood Growth Fund — Dividend

Dodge&Cox Stock Fund — Dividend

AMG Yackman Fund — Dividend

T.Rowe Price Blue Chip Growth Fund — Dividend

Vanguard Small Gap Admiral — Dividend

Wells Fargo Short Duration Gov't Bond Fund — Dividend

Pax World Fds SEr. Tr. Small Cap Fund — Dividend

AIG Focused Div. Strategy Portfolio — Dividend

Fidelity Invest. Money Market — Dividend

Amazon — None

GSCCF — None — Buy

Vanguard Windsor II IRA — Int./Div.

Vanguard Star IRA — Int./Div.

Hewlett Packard Co. (HPQ — Int./Div. — Sold

Hewlett Packard Enterprise (HPE) — Dividend — Sold

Micro Focus Int'l PLC — None — Sold

DXC Technology — Dividend — Sold

Perspecta, Inc. — Dividend — Sold

Intel — Dividend — Sold

USE Credit Union — Interest

Chase Bank — Interest

Microsoft Corporation — Dividend — Sold

Pfizer Corporation — Dividend — Sold

Kinder Morgan, Inc. — Dividend — Sold (part)

Citigroup, Inc. — Dividend — Sold

Locke Lord 401K Schwab S&P 500 Index — Dividend

Locke Lord 401K T.Rowe Price Blue Chip Growth I — Dividend

Locke Lord 401K Schwab US Midcap Index — Dividend

Locke Lord 401K Schwab Small Cap Index — Dividend

Locke Lord 401K Vanguard Inst'l Index — Dividend — Merged (with line 15)

Locke Lord 401K Vanguard S&P 500 — Dividend — Merged (with line 15)

Locke Lord Vanguard Small Cap Index — Dividend — Merged (with line 18)

Locke Lord Vanguard Midcap Index — Dividend — Merged (with line 17)

Walmart — Dividend

Caterpillar (CAT) — Dividend — Sold

Berkshire Hathaway "B" Shares — None — Sold (part)

Qualcomm, Inc. — Dividend

Gilead Sciences — Dividend — Sold

Bellicum Pharmaceuticals — None — Sold

Prudential Alliance — Interest

Thornburg Invest. Trust Income Builder — Dividend

American Funds EuroPacific Growth Fund — Dividend

Hotchkiss & Wiley High Yield — Dividend

Oakmark Fund — Dividend

Franklin Custodian Fund — Dividend

Hennessy Focus Funds — Dividend

First Eagle Global SGIIX Fund — Dividend

Edgewood Growth Fund — Dividend

Dodge&Cox Stock Fund — Dividend

AMG Yackman Fund — Dividend

T.Rowe Price Blue Chip Growth Fund — Dividend

Vanguard Small Gap Admiral — Dividend

Wells Fargo Short Duration Gov't Bond Fund — Dividend

Pax World Fds SEr. Tr. Small Cap Fund — Dividend

AIG Focused Div. Strategy Portfolio — Dividend

Fidelity Invest. Money Market — Dividend

Amazon — None

GSCCF — None — Buy

Vanguard Windsor II IRA — Int./Div.

Vanguard Star IRA — Int./Div.

Hewlett Packard Co. (HPQ — Int./Div. — Sold

Hewlett Packard Enterprise (HPE) — Dividend — Sold

Micro Focus Int'l PLC — None — Sold

DXC Technology — Dividend — Sold

Perspecta, Inc. — Dividend — Sold

Intel — Dividend — Sold

USE Credit Union — Interest

Chase Bank — Interest

Microsoft Corporation — Dividend — Sold

Pfizer Corporation — Dividend — Sold

Kinder Morgan, Inc. — Dividend — Sold (part)

Citigroup, Inc. — Dividend — Sold

Locke Lord 401K Schwab S&P 500 Index — Dividend

Locke Lord 401K T.Rowe Price Blue Chip Growth I — Dividend

Locke Lord 401K Schwab US Midcap Index — Dividend

Locke Lord 401K Schwab Small Cap Index — Dividend

Locke Lord 401K Vanguard Inst'l Index — Dividend — Merged (with line 15)

Locke Lord 401K Vanguard S&P 500 — Dividend — Merged (with line 15)

Locke Lord Vanguard Small Cap Index — Dividend — Merged (with line 18)

Locke Lord Vanguard Midcap Index — Dividend — Merged (with line 17)

Walmart — Dividend

Caterpillar (CAT) — Dividend — Sold

Berkshire Hathaway "B" Shares — None — Sold (part)

Qualcomm, Inc. — Dividend

Gilead Sciences — Dividend — Sold

Bellicum Pharmaceuticals — None — Sold

Prudential Alliance — Interest

Thornburg Invest. Trust Income Builder — Dividend

American Funds EuroPacific Growth Fund — Dividend

Hotchkiss & Wiley High Yield — Dividend

Oakmark Fund — Dividend

Franklin Custodian Fund — Dividend

Hennessy Focus Funds — Dividend

First Eagle Global SGIIX Fund — Dividend

Edgewood Growth Fund — Dividend

Dodge&Cox Stock Fund — Dividend

AMG Yackman Fund — Dividend

T.Rowe Price Blue Chip Growth Fund — Dividend

Vanguard Small Gap Admiral — Dividend

Wells Fargo Short Duration Gov't Bond Fund — Dividend

Pax World Fds SEr. Tr. Small Cap Fund — Dividend

AIG Focused Div. Strategy Portfolio — Dividend

Fidelity Invest. Money Market — Dividend

Amazon — None

GSCCF — None — Buy

Spouse's income — 06-30-2020 — Locke Lord salary

Spouse's income — 06-30-2020 — Locke Lord salary

Spouse's income — 06-30-2020 — Locke Lord salary

Spouse's income — 06-30-2020 — Locke Lord salary

Spouse's income — 06-30-2020 — Locke Lord salary

Spouse's income — 06-30-2020 — Locke Lord salary

Spouse's income — 06-30-2020 — Locke Lord 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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