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What was filed

  • 57

    investments

  • 4

    positions

  • 2

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Meyer Unkovic & Scott LLP-
  • Meyer, Unkovic & Scott LLP
  • National Aviary
  • Allegheny County Bar Foundation
  • Allgheny County Bar Association
  • Meyer,Unkovic & Scott, LLP
  • Meyer, Unkovic & Scott LLP, partner net income
  • Goehring, Rutter & Boehm Law Office - Shareholder compensation

As filed

Goehring, Rutter & Boehm Retirement Plan (H)

JH Multimanager 2025 Lifetime — Int./Div. — Buy (add'l)

JH Multimanager 2025 Lifetime — Buy (add'l)

McDonalds common stock — Dividend

Meyer Unkovic & Scott LLP 401K(H)

HC Capital Trust Core Fixed Income — Dividend — Buy (add'l)

HC Cap Tr-Institutional Internal Eq Ins — Dividend — Buy (add'l)

HC Capital Trust Inst U.S Equity — Dividend — Buy (add'l)

HC Capital Trust Inst Value Equity — Dividend — Buy (add'l)

HC Capital Trust Inst Small Cap Equity — Dividend — Buy (add'l)

HC Capital Trust-The Emerge Markets Inst — Dividend — Buy (add'l)

Meyer Unkovic & Scott LLP equity owner- Sale partnership interest — Distribution — Sold — Meyer Unkovic & Scott LLP-

Meyer Unkovic & Scott LLP dividends law firm — Dividend

Meyer Unkovic & Scott LLP interest law firm — Interest

Note Receivable-Meyer,Unkovic & Scott LLP — None

Oppenhemer & Co Investment Account (H)

Advantage Bank Deposit — Interest

Apple INC — Dividend

Borgwarner INC — Dividend

CVS Health Corp — Dividend

Conocophillips — Dividend

Darden Restaurants INC — Dividend

Dominion Energy — Dividend

Murphy Oil Corp — Int./Div.

National Storage Affiliates TR Com SHS Ben In Reit — Dividend

Verizon Communications INC — Dividend

Weyerhaeuser Co Reit — None — Buy

PNC Cash account #1 — None

PNC Cash account #2 — Interest

PNC Investments IRA#1 (H)

American Century Mid Cap Value — Dividend

Calvert Emerging Markets — Dividend — Buy

Delaware Value — Dividend

Federated Hermes Total Return Bond — Int./Div. — Buy (add'l)

Invesco Emerging Markets All Cap — Dividend

Invesco Oppenheimer International Gr — Dividend — Buy (add'l)

JP Morgan Large Cap Growth — Dividend

Lazard Global Listed Infrastructure — Dividend

MFS Value — Dividend

PGIM Jennison Growth — Dividend

PGIM Total Return Bond — Dividend — Buy (add'l)

T Rowe Price International Discovery — Dividend — Buy

T Rowe Price Mid Cap Growth — Dividend

T Rowe Price Real Estate — Dividend

PNC Investments IRA#2 (H)

IShares — Dividend — Buy (add'l)

Lazard Global Listed Infrastructure — Dividend

SPDR Dow Jones REIT ETF — Dividend

T Rowe Price International Discovery — Dividend — Buy

Vangaurd FTSE Emerging Markets — Dividend — Buy

Vanguard Mega Cap Growth ETF — Dividend

Vanguard Mega Cap Value ETF — Dividend

Vanguard Mid Cap Growth ETF — Dividend

Vanguard Mid Cap Value ETF — Dividend

Vanguard Total Bond Market ETF — Int./Div. — Buy (add'l)

Restaurant Brands common stock — Dividend

Wendy's common stock — Dividend

Partner- through June 2, 2019, Meyer, Unkovic & Scott LLP

Board Member - all of 2019, National Aviary

President-Board of Trustees - through June 30, 2019, Allegheny County Bar Foundation

Trustee and Immediate Past President - July 1, 2019- December 31, 2019, Allegheny County Bar Foundation

Gift — Allgheny County Bar Association — Invitations for Investiture — $802.32

Gift — Meyer,Unkovic & Scott, LLP — Food for Investiture Reception — $6,518.00

Agreement — 2019 — Meyer, Unkovic & Scott LLP buyout of Partnership interest

Income — 2019 — Meyer, Unkovic & Scott LLP, partner net income — $265,239.00

Spouse's income — 2019 — Goehring, Rutter & Boehm Law Office - Shareholder compensation

Part VII Investments and Trusts

Line 6 and Line 7 were not reported on the initial report. The value in these two funds were sold in 2020 prior to the June 30, 2020 initial report date.

The sales of these two funds will be reported on the 2020 Financial Disclosure Form

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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