Edward F. Shea
2018
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What was filed
304
investments
2
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income
Named parties
- ? J double check?
- - Corporation
- VISA
As filed
BGS — Dividend
Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend
Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend
Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend
Prudential Life Insurance - Whole Life Insurance — Dividend
South Boston Savings Bank Life Ins - Whole Life Insurance — Dividend
GESA Credit Union — Interest
Coins — None
Art — None
BANK OF AMERICA SAVINGS ACCOUNT — Int./Div.
Vanguard Health Care Fund, Admin Personal Acct. — Dividend
E/ SCHWAB RETIREMENT IRA Pershing rollover to Rochedale (H)
KO — Dividend
DUK — Dividend — Sold (part)
ES — Dividend
VZ — Dividend — Sold (part)
HTA — Dividend — Sold (part)
MAA * — Dividend — Sold (part)
RIMOX — Dividend
LAMR — Dividend — Sold (part)
MGA — Dividend
MO (Inadvertently reported as MA) — Dividend
PAYX — Dividend — Sold (part)
PM — Dividend — Sold (part)
TWX, now T (merger on 6/18) — Dividend
DHR — Dividend — Sold
FB — None
INTC — Dividend — Sold (part)
GPT — Dividend — Sold
HON — Dividend — Sold (part)
JNJ — Dividend
LMT — Dividend
NNN — Dividend — Sold (part)
TMO — Dividend — Sold (part) — ? J double check?
WMT — Dividend — Sold (part)
GOOGL — None — Sold (part)
AWK — Dividend
CTAS — Dividend — Sold (part)
DHR — Dividend
XOM — Dividend — Sold
UNH — Dividend — Sold (part)
AGR — Dividend — Sold (part)
PGX — Dividend
WPC — Dividend
D — Dividend
EPR — Dividend — Sold (part)
EPR — Sold (part)
NOC — Dividend
GIS — None — Sold
XEL — Dividend — Sold (part)
CINF — Dividend
TBGVX — None — Sold (part)
TBGVX — Sold
Pershing Gov't Act. — Interest
Pershing Cash — Interest
AEP * — Dividend — Sold (part)
ARCC * — Dividend
NEE * — Dividend
UNP * — Dividend
PFE * — Dividend
WLK * — Dividend — Sold
COG * — Dividend
REZI (Spinoff) — None — Sold
TXN * — Dividend — Sold
ECL * — None — Sold
PX (LIN as of 11/1/18) — Dividend — Buy
ROP — None — Buy
CNRYX — None — Buy
MRK * — Dividend
ACN — Dividend — Buy
LLY * — Dividend — Sold
GM Bond — Dividend — Buy
AT&T Note — Interest — Buy
BRK 4343189 — Dividend — Buy
/RETIREMENT ACCOUNT (H)
Shell Int'l Fin — Int./Div.
NBC Univ. Media — Int./Div.
Dow Chem. Note — Int./Div.
Home Depot Note — Int./Div.
Jeffries Group Note * — Int./Div.
Citi GRP Note — Int./Div.
Tyson Note — Int./Div.
A-B Inbev Bond — Int./Div.
Oracle Bond — Int./Div.
VZ Bond — Int./Div.
B.A.M Bond — Int./Div.
Goldman S. Bond — Int./Div.
Blackrock Bond — Int./Div.
Target Bond — Int./Div.
Morgan Staney Bond — Int./Div.
Apple Bond — Int./Div.
Brookfield PSHP — Distribution — Buy
Eaton - ETN — Distribution — Buy
T — Distribution
ADBE — None — Buy
BABA — None — Buy
APH — None — Buy
BRK.B — None — Sold (part)
CME — None — Sold (part)
CELG — None — Sold
CVX — Distribution — Buy
CSCO — Distribution — Buy
CL — Distribution
CMCSA — Distribution — Sold (part)
CMA — Distribution — Buy
CNSL — None — Sold
COST — Distribution — Sold (part)
DIS — Distribution — Sold (part)
DWDP * — None — Sold
EW — None — Sold (part)
EA — None — Sold
HD — Distribution — Sold (part)
JPM — Distribution — Sold (part)
LLY — None — Sold
MGA — Distribution
MA — Distribution — Buy
MCD — Distribution — Sold (part)
MSFT — Distribution — Sold (part)
OKE — Distribution — Buy
PNC — Distribution — Buy
PEP — Distribution — Sold (part)
PG — Distribution
PHM — Distribution — Sold (part)
RTN — Distribution — Buy
SIX — Distribution — Sold (part)
SBUX — Distribution — Sold
STI — Distribution — Sold (part)
TWX - Merged with T on 6/18/18
USB — None — Sold
VGR — Distribution — Sold
WRK — Distribution — Buy
ZTS — Distribution
CCI — Distribution — Buy
ESS — Distribution — Sold
LPT — Distribution — Sold (part)
HCN — Distribution — Sold (part)
RIMOX — Distribution
CNRYX-FIERA — None — Buy
CNRYX-FIERA — Buy (add'l)
TBGVX — None — Sold (part)
Pershing Gov't Account — Int./Div.
BA *
PFE *
SCHWAB JT ACCOUNT (H)
British Petroleum — Dividend
Ferrell - FGP — Distribution — Sold
Minerva Neuro — None — Sold
SYN — None — Sold
Schwab Money Market Fund SWRXX — Interest
Schwab Invest Money Fund (Pers) SWZXX — Int./Div.
SHPD — Dividend — Sold (part)
SHPD — Sold (part)
Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend
Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend
Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend
Prudential Life Insurance - Whole Life Insurance — Dividend
South Boston Savings Bank Life Ins - Whole Life Insurance — Dividend
GESA Credit Union — Interest
Coins — None
Art — None
BANK OF AMERICA SAVINGS ACCOUNT — Int./Div.
Vanguard Health Care Fund, Admin Personal Acct. — Dividend
E/ SCHWAB RETIREMENT IRA Pershing rollover to Rochedale (H)
KO — Dividend
DUK — Dividend — Sold (part)
ES — Dividend
VZ — Dividend — Sold (part)
HTA — Dividend — Sold (part)
MAA * — Dividend — Sold (part)
RIMOX — Dividend
LAMR — Dividend — Sold (part)
MGA — Dividend
MO (Inadvertently reported as MA) — Dividend
PAYX — Dividend — Sold (part)
PM — Dividend — Sold (part)
TWX, now T (merger on 6/18) — Dividend
DHR — Dividend — Sold
FB — None
INTC — Dividend — Sold (part)
GPT — Dividend — Sold
HON — Dividend — Sold (part)
JNJ — Dividend
LMT — Dividend
NNN — Dividend — Sold (part)
TMO — Dividend — Sold (part) — ? J double check?
WMT — Dividend — Sold (part)
GOOGL — None — Sold (part)
AWK — Dividend
BGS — Dividend
CTAS — Dividend — Sold (part)
DHR — Dividend
XOM — Dividend — Sold
UNH — Dividend — Sold (part)
AGR — Dividend — Sold (part)
PGX — Dividend
WPC — Dividend
D — Dividend
EPR — Dividend — Sold (part)
EPR — Sold (part)
NOC — Dividend
GIS — None — Sold
XEL — Dividend — Sold (part)
CINF — Dividend
TBGVX — None — Sold (part)
TBGVX — Sold
Pershing Gov't Act. — Interest
Pershing Cash — Interest
AEP * — Dividend — Sold (part)
ARCC * — Dividend
NEE * — Dividend
UNP * — Dividend
PFE * — Dividend
WLK * — Dividend — Sold
COG * — Dividend
REZI (Spinoff) — None — Sold
TXN * — Dividend — Sold
ECL * — None — Sold
PX (LIN as of 11/1/18) — Dividend — Buy
ROP — None — Buy
CNRYX — None — Buy
MRK * — Dividend
ACN — Dividend — Buy
LLY * — Dividend — Sold
GM Bond — Dividend — Buy
AT&T Note — Interest — Buy
BRK 4343189 — Dividend — Buy
/RETIREMENT ACCOUNT (H)
Shell Int'l Fin — Int./Div.
NBC Univ. Media — Int./Div.
Dow Chem. Note — Int./Div.
Home Depot Note — Int./Div.
Jeffries Group Note * — Int./Div.
Citi GRP Note — Int./Div.
Tyson Note — Int./Div.
A-B Inbev Bond — Int./Div.
Oracle Bond — Int./Div.
VZ Bond — Int./Div.
B.A.M Bond — Int./Div.
Goldman S. Bond — Int./Div.
Blackrock Bond — Int./Div.
Target Bond — Int./Div.
Morgan Staney Bond — Int./Div.
Apple Bond — Int./Div.
Brookfield PSHP — Distribution — Buy
Eaton - ETN — Distribution — Buy
T — Distribution
ADBE — None — Buy
BABA — None — Buy
APH — None — Buy
BRK.B — None — Sold (part)
CME — None — Sold (part)
CELG — None — Sold
CVX — Distribution — Buy
CSCO — Distribution — Buy
CL — Distribution
CMCSA — Distribution — Sold (part)
CMA — Distribution — Buy
CNSL — None — Sold
COST — Distribution — Sold (part)
DIS — Distribution — Sold (part)
DWDP * — None — Sold
EW — None — Sold (part)
EA — None — Sold
HD — Distribution — Sold (part)
JPM — Distribution — Sold (part)
LLY — None — Sold
MGA — Distribution
MA — Distribution — Buy
MCD — Distribution — Sold (part)
MSFT — Distribution — Sold (part)
OKE — Distribution — Buy
PNC — Distribution — Buy
PEP — Distribution — Sold (part)
PG — Distribution
PHM — Distribution — Sold (part)
RTN — Distribution — Buy
SIX — Distribution — Sold (part)
SBUX — Distribution — Sold
STI — Distribution — Sold (part)
TWX - Merged with T on 6/18/18
USB — None — Sold
VGR — Distribution — Sold
WRK — Distribution — Buy
ZTS — Distribution
CCI — Distribution — Buy
ESS — Distribution — Sold
LPT — Distribution — Sold (part)
HCN — Distribution — Sold (part)
RIMOX — Distribution
CNRYX-FIERA — None — Buy
CNRYX-FIERA — Buy (add'l)
TBGVX — None — Sold (part)
Pershing Gov't Account — Int./Div.
BA *
PFE *
SCHWAB JT ACCOUNT (H)
British Petroleum — Dividend
Ferrell - FGP — Distribution — Sold
Minerva Neuro — None — Sold
SYN — None — Sold
Schwab Money Market Fund SWRXX — Interest
Schwab Invest Money Fund (Pers) SWZXX — Int./Div.
SHPD — Dividend — Sold (part)
SHPD — Sold (part)
Officer/Director, - Corporation
Officer/Director, - Corporation
Liability — VISA — Credit card
Liability — VISA — Credit card
*
19. MAA was listed in error as sold on 8/23/17. It was not sold in 2017 and should have been listed in column C(1) as J and C(2) as T.
58. AEP was bought in 6/2016 and inadvertently omitted in the 2016 and 2017 reports. B(1) B B(2) Div C(1) J C(2) T for years 2016 and 2017 reports.
59. ARCC was bought in 5/2017 and inadvertently omitted in the 2017 report. B(1) A B(2) Div C(1) J C(2) T for year the 2017 report.
60. NEE was inadvertently omitted in the 2017 report. Column D(1) Buy D(2) 10/18/17 D(3) J for the 2017 report.
61. UNP inadvertently omitted in the 2017 report. Column B(1) A B(2) Div C(1) J C(2) T D(1) Buy D(2) 09/20/17 D(3) J for the 2017 report.
62. PFE inadvertently omitted in the 2017 report. Column B(1) A B(2) Div C(1) J C(2) T D(1) Buy D(2) 11/09/17 D(3) J for the 2017 report.
63. WLK inadvertently omitted in the 2017 report. Column B(1) A B(2) Div C(1) J C(2) T D(1) Buy D(2) 09/21/17 D(3) J for the 2017 report.
64. COG inadvertently omitted in the 2017 report. Column B(1) A B(2) Div C(1) J C(2) T D(1) Buy D(2) 10/05/17 D(3) J for the 2017 report.
66. TXN inadvertently omitted in the 2017 report. Column B(1) A B(2) Div C(1) J C(2) T D(1) Buy D(2) 11/21/17 D(3) J for the 2017 report.
67. ECL inadvertently omitted in the 2016 and 2017 report. Column D(1) Buy D(2) 06/15/16 D(3) J for the 2016 report.
71. MRK inadvertently omitted in the 2017 report. Column D(1) Buy D(2) 05/08/17 D(3) J for the 2017 report.
73. LLY inadvertently omitted in the 2016 and 2017 reports. Column B(1) A B(2) Div C(1) J C(2) T D(1) Buy D(2) 2016 D(3) J.
88. LUK (2017 Report) was renammed Jeffries Financial Group.
117. DWDP previouly listed incorrected as DOW
150. BA Inadvertently included in 2017 report as all was sold on 10/28/16.
151. PFE Inadvertently included in 2017 report of IRA.
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.