John M. Conroy
2018
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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.