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What was filed

  • 261

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Catholic Diocese of Vermont-salary

As filed

Vermont Federal Credit Union — Interest

Vanguard Prime Money Market — Interest — Closed

Real estate-Jackson Co. (CO) — None

Brokerage account # 1:

3M Company — Dividend — Buy

Abbott Laboratories common stock — Dividend

Abbvie Common Stock — Dividend

Advansix Inc. common stock — Dividend

Accenture PLC Ireleand — Dividend — Buy

Alerian MLP ETF — Dividend — Sold

Alibaba Group Holdings common stock — Dividend

Alphabet Inc. common stock — Dividend

Amazon common stock — Dividend

Amgen common stock — Dividend

American Express Inc. common stock — Dividend

American Int'l Group common stock — Dividend

Analog Devices Inc. common stock — Dividend — Sold

Apple Inc. common stock — Dividend

AT&T common stock — Dividend

Bank of America common stock — Dividend

Berkshire Hathaway — Dividend

Boeing common stock — Dividend

Brighthouse Financial — Dividend — Sold

Celgene Corp common stock — Dividend — Sold

Caterpiller Inc. common stock — Dividend — Buy

Chevron Oil. commom stock — Dividend

Chubb Inc. common stock — Dividend

Cigna Corp. common stock — Dividend — Buy

Cisco Systems common stock — Dividend

Clorox Inc. common stock — Dividend

Coca-Cola common stock — Dividend

Citigroup Inc. common stock — Dividend — Buy

Cohen & Steers Qual. Inc. RLTV — Dividend — Sold

Conoco-Phillips common stock — Dividend

Costco Inc. common stock — Dividend

Constellation Brands Inc. common stock — Dividend

Crown Castle Int'l common stock — Dividend

Cyberark Sftware Inc/ common stock — Dividend — Buy

Danaher Corp. common stock — Int./Div.

Dreyfuus Large Cap. Growth mutual fund — Distribution

Dreyfus Strategic Value mutual fund — Distribution — Sold

DowDupont common stock — Dividend — Sold (part)

Eaton Corp. common stock — Dividend

Edwards Life Sciences common stock — Dividend

Exxon Mobil common stock — Dividend

Facebook Inc. common stock — Dividend — Sold

Fidelity MSCI Materials Index — Dividend

Fortive Corp. common stock — Dividend — Buy (add'l)

Garrett Motion common stock — Dividend — Spinoff (from line 53)

General Dynamics Corp. common stock — Dividend

Gilead Science Inc. common stock — Dividend — Sold

Goldman Sachs Grp Inc. common stock — Dividend

Honeywell Inc. common stock — Dividend

IDEXX Labs Inc. common stock — Dividend

IBM common stock — Dividend

Intel Corp common stock — Dividend — Sold (part)

Ishares MSCI EAFE ETF — Distribution

Johnson and Johnson common stock — Dividend

JP Morgan Chase — Dividend

Kimberly Clark corp common stock — Dividend

Lockheed Martin common stock — Dividend

Lowe's Corp. common stock — Dividend

Marathon Petroleum common stock — Dividend

Mastercard Inc. common stock — Dividend

McDonald Corp. common stock — Dividend

Medtronic common stock — Dividend

Merck Inc. common stock — Dividend

Microsoft Corp. common stock — Dividend

Netflix Inc. common stock — Dividend — Buy

Nextera Energy Corp — Dividend — Buy

Nvidia common stock — Dividend

Phillips 66 common stock — Dividend

Proctor & Gamble common stock — Dividend

Quality Care Properties Inc. common stock — Dividend — Sold

Raytheon Inc. common stock — Dividend

Red Hat common stock — Dividend

Residio Technologies common stock — Dividend — Spinoff (from line 53)

SalesForce Inc. common Stock — Dividend

Schlumberger Inc. common stock — Dividend — Sold

Southern Co. common stock — Dividend

Starbucks Corporation common stock — Dividend — Sold

Spotify common stock — Dividend — Buy

SPDR Trust S& P 500 — Distribution — Sold (part)

United Tech. Corp. common stock — Dividend

United Health Grp. common stock — Dividend

Visa Inc. class A common stock — Dividend

Vanguard REIT ETF — Distribution

Vanguard FTSE Europe Fund — Distribution

Walt Disney Co. Holding Co. common stock — Dividend

Weingarten Realty Inv.common stock — Dividend — Sold

CO State COPS Rev-A Ralp Carr Justice Center muni Bond (X) — Interest — Redeemed

Pueblo Cty CO muni bond — Interest

Colo Springs Utility muni bond — Interest

Boulder Valley CO School District muni bond — Interest

University of Vermont bonds — Interest

AT&T corp. bond — Interest

Bank of America corp. bond — Interest — Buy

Goldman Sachs bond — Interest

Ebay Inc. corp. bond — Interest

Duke Energy corp. bond — Interest

Thermo Fischer Scientific corp. bond — Interest

Morgan Stanley Bank — Interest

Citibank CD — Interest — Buy

USB Bank CD — Interest — Buy

JP Morgan Chase CDs — Interest — Buy

JP Morgan Chase CD — Interest — Buy

JP Morgan Chase — Interest — Buy

Trust #1 (income beneficiary):

Advansix Inc. common stock — Dividend

American Express Inc. common stock — Dividend

Amgen Inc. common stock — Dividend

American Tower REIT — Distribution

Apple Inc. common stock — Dividend

Berkshire Hathaway common stock — Dividend

Boeing common stock — Dividend

Cigna Inc. common stock — Dividend — Buy

Cyberark Software Inc. common stock — Dividend — Buy

Danaher Inc. common stock — Dividend

Dow Dupont common stock — Dividend

Fortive Inc. common stock — Dividend

Garret Motion common stock — Dividend — Spinoff (from line 126)

General Electric common stock — Dividend

Facebook Inc. common stock — Dividend — Sold (part)

General Dynamics Inc. common stock — Dividend

Gilead Science Inc. common stock — Dividend

Honeywell Inc. common stock — Dividend

IBM common stock — Dividend — Sold

Lockheed Martin commom stock — Dividend

Marathon Petroleum common stock — Dividend

Medtronic PLC — Dividend

Microsoft Inc. common stock — Dividend

Netflix common stock — Dividend

Nextera Energy common stock — Dividend — Buy

Nvidia common stock — Dividend

Occidental Petroleum common stock — Dividend — Buy

Pepisco common stock — Dividend

Palo Alto Networks common stock — Dividend

Proctor and Gamble common stock: — Dividend

Qualcomm Inc. common stock — Dividend — Sold

Redhat Inc. common stock — Dividend

Resideo Technologies common stock — Dividend — Spinoff (from line 126)

Resideo Technologies common stock — Dividend — Sold

Royal Gold common stock — Dividend

Salesforce.com Inc. common stock — Dividend

Schlumberger LTD common stock — Dividend — Sold

Under Armour Inc. common stock — Dividend — Sold

Vanguard REIT ETF — Distribution

Walt Disney Co. Holding Co. common stock — Dividend

Wells Fargo common stock — Dividend

Celgenne Corp common stock — Dividend

Verizon Comm'n common stock — Dividend

Alerian MLP ETF — Dividend — Sold

ishares Japan MSCI ETF — Dividend

SPDR S&P 500 ETF — Dividend — Sold

Morgan Stanley Bank — Interest

IRA acct :

Advansix Inc. common stock — Dividend

Alibaba Group Holdings Ltd common stock — Dividend — Buy (add'l)

Amgen Inc. common stock — Dividend

Apple Inc. common stock — Dividend

Berkshire Hathaway class B common stock — Dividend

Boeing common stock — Dividend

Conoco-Phillips Inc. common stock — Dividend

Edwards Life Sciences Inc. common stock — Dividend

Garret Motion Inc. common stock — Dividend — Spinoff (from line 166)

Honeywell Inc. common stock — Dividend

Johnson & Johnson Inc. common stock — Dividend

Merck common stock — Dividend

Residio Technology common stock — Dividend — Spinoff (from line 166)

Morgan Stanley Bank — Interest

IRA acct. :

Morgan Stanley Bank — Interest

AIG common stock — Dividend — Sold

Bank of America common stock — Dividend

Berkshire Hathaway class B common stock — Interest

Blackstone Group LP — Distribution

Boeing common stock — Dividend

Bristol Myers Squibb common stock — Dividend

Cisco Systems common stock — Dividend

Conoco-Phillips common stock — Dividend

Constellation Brands common stock — Dividend — Buy

IBM common stock — Dividend

Nextera Inc. common stock — Dividend — Buy

Nvidia Corp. common stock — Dividend — Sold

Occidental Petroleum common stock — Dividend — Buy

T Rowe Price Growth Fund — Int./Div.

Proctor and Gamble common stock — Dividend

SPDR DJ Wlishire Int'l Real Est. ETF — Distribution — Sold

Sales Force Inc. common stock — Dividend

Schlumberger Ltd. common stock — Dividend — Sold

Starbucks Corp. common stock — Dividend — Sold

3M Co. common stock — Dividend

JP Morgan Chase CD — Dividend — Buy

403(b) plan :

TIAA-CREF Growth Stock Fund — Int./Div.

TIAA-CREF Equity Stock Fund — Int./Div.

TIAA-CREF Stock Fund — Int./Div.

John Hancock Blue Chip Growth Fund — Int./Div.

Trust acct # 3

3M common stock — Dividend — Buy

Abbvie Inc common stock — Dividend

Accenture PLC common stock — Dividend — Buy

Advansix Inc. common stock — Dividend

Alibaba common stock — Distribution

Alphabet Inc. common stock — Dividend

AIG New common stock — Dividend — Sold

Amer. Express common stock — Dividend

American Tower REIT — Dividend

Amgen common stock — Dividend — Buy

Apple Inc. common stock — Dividend

AT&T common stock — Dividend

Bank of America common stock — Distribution

Boeing Inc. common stock — Dividend

Caterpiller Inc. common stock — Dividend — Buy

Celgene Corp. common stock — Dividend

Chevron Corp. common stock — Dividend

Cisco Systems Inc. common stock — Dividend

Comcast Inc. common stock — Dividend

Conoco Phillips Inc. common stock — Dividend

Constellation Brands Inc. common stock — Dividend

Costco Inc. common stock — Dividend

Cummins Inc. common stock — Dividend

Danaher Inc. common stock — Dividend

Dow Dupont common stock — Dividend — Sold

Exxon Mobil common stock — Dividend

Fortive Inc. common stock — Dividend

Gilead Science Inc. common stock — Dividend

Garret Motion Inc. common stock — Dividend — Spinoff (from line 231)

Halliburton Inc. common stock — Dividend — Sold

Hilton Grand Vacation (HGV) — Dividend

Honeywell Int'l Inc. common stock — Dividend

IBM common stock — Distribution

Johnson & Johnson common stock — Dividend

Lockheed Martin common stock — Dividend

Marathon Oil common stock — Dividend

Merck common stock — Dividend — Buy

Microsoft Inc. common stock — Dividend

Netflix Inc. common stock — Dividend

Nextera Energy common stock — Dividend — Buy

Park Hotel Resorts common stock — Dividend

Pepsico Inc. common stock — Dividend — Sold

Pfizer Inc. common stock — Dividend

Phillips 66 Inc. common stock — Dividend

Praxair Inc. common stock — Dividend — Sold

Proctor & Gamble Inc. common stock — Dividend

Raytheon Inc. common stock — Dividend

Resideo Technologies common stock — Dividend — Spinoff (from line 231)

Royal Dutch Shell — Dividend — Buy

Royal Gold Inc. common stock — Dividend

Sales Force Inc. common stock — Dividend

Spotify Technologies common stock — Dividend — Buy

Schlumberger Inc. common stock — Dividend — Sold

Starbucks Inc. common stock — Dividend — Sold

Toronto Dominion Bank Inc. common stock — Dividend

United Tech. Inc. common stock — Dividend

Walt Disney Corp. common stock — Dividend

CitiGroup Inc. pref. stock — Dividend

Goldman Sachs Inc. pref. stock — Dividend

Cohen & Steers Realty ETF — Dividend

SPDR S&P 500 ETF — Dividend — Sold

Morgan Stanley cash account — Interest

Spouse's income — 2018 — Catholic Diocese of Vermont-salary

Amendments to 2017 Financial Disclosure Form:

1. Line 21 of 2017 Financial Disclosure form (reporting Mastercard common stck) is stricken as it is duplicative of the Mastercard common stock reported on Line

65;

2. Line 121 of the 2017 Financial Disclosure form is amended to reflect sale of all General Electric stock on 12/28/2017, and should now read as follows:

(A) General Electric Common Stock (B)(1) A, (B)(2) Dividend, (C)(1) Blank, (C)(2) Blank, (D)(1) Sold, (D)(2) 12/28/17, (D)(3) K (D)(4) A;

3. Line 239 of the 2017 Financial Disclosure form is amended to reflect the sale of all Occidental Petroleum common stock. The line should have read as follows:

(A) Occidental Petroleum, (B)(1) A, (B)(2) Dividend, (C)(1) Blank, (C)(2) Blank (D)(1) Sold (D)(2) 08/21/17 (D)(3) K (D(4) A

Response to Letter of Inquiry dated May 29, 2020:

The 2018 Financial Diusclosure Report is amended to reflect the sale of an asset that had been reported on Line 37 of the 2017 Financial Disclosure Form and

inadvertently omitted fro the 2018 form as follows:

(A) CTRIP.com Ltd common stock: (B)(1) A; (B)(2) Dividend; (D)(1) Sold; (D)(2) 12/20/2018; (D)(3) J; (D)(4) A

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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