Leslie Joyce Abrams

2019

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Pull out the substance of this filing.

What was filed

  • 45

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Albany Museum of Art
  • Leadership Albany
  • Boys & Girls Clubs of Albany, GA
  • Foundation of the Methodist Home of the South Georgia Conference, Inc.
  • Discover
  • Self-employed (motivational speaker)

As filed

Individual Assets (H)

BANK OF AMERICA (cash) — Interest

NAVY FEDERAL CREDIT UNION (cash) — Interest

BROKERAGE #1 (H)

BANK OF AMER/ML BANK DEPOSIT PROG (cash) — Interest

WELLPOINT INC GLB 03.300% JAN 15 2023 (94973VBA4) — Interest

AMERIPRISE FINANCIAL INC GLB 04.000% OCT 15 2023 (03076CAF3) — Interest

CATERPILLAR FINANCIAL SE SER MTN 03.750% NOV 24 2023 (14912L5X5) — Interest

ADOBE INC (ADBE) — None

ALIBABA GROUP HOLDING LT (BABA) — None — Buy

ALPHABET INC SHS CL A (GOOGL) — None — Buy

AMAZON COM INC (AMZN) — None

AMGEN INC (AMGN) — Dividend — Sold

APPLE INC (AAPL) — Dividend

AUTODESK INC DEL PV (ADSK) — None — Buy

BOEING COMPANY (BA) — Dividend — Buy

BROADCOM LTD (AVGO) — Dividend — Buy

CISCO SYSTEMS INC (CSCO) — Dividend — Sold

HOME DEPOT (HD) — Dividend

INTUITIVE SURGICAL (ISRG) — None

JPMORGAN CHASE & CO (JPM) — Dividend

LAUDER ESTEE COS (EL) — Dividend — Sold

MASTERCARD INC (MA) — Dividend

MCDONALDS CORP (MCD) — Dividend

MERCK AND CO INC SHS (MRK) — Dividend — Buy

MICROSOFT CORP (MSFT) — Dividend

O'REILLY AUTOMOTIVE (ORLY) — None

PFIZER INC (PFE) — Dividend — Sold

SALESFORCE.COM (CRM) — None

THERMO FISHER SCIENTIFIC INC (UNH) — Dividend — Buy

SANOFI ADR (SNY) — None — Sold

UNITEDHEALTH GROUP INC (UNH) — Dividend

VERIZON COMMUNICATNS COM (VZ) — Dividend

XILINX INC (XLNX) — Dividend — Buy

XILINX INC (XLNX) — Sold

INVESCO QQQ TR SER 1 (QQQ) — Dividend

ISHARES RUSSELL 1000 GROWTH (IWF) — Dividend

ISHARES RUSSELL 1000 VALUE (IWD) — Dividend

ISHARES RUSSELL MIDCAP GROWTH (IWP) — Dividend

ISHARES 20+ YEAR TREASURY BOND ETF (TLT) — Dividend — Buy

SPDR DOW JONES INDUST AV ETF TRUST (DIA) — Dividend

SPDR S&P 500 ETF TRUST (SPY) — Dividend

BROKERAGE #2 (H)

BANK OF AMER/ML BANK DEPOSIT PROG (cash) — Interest

ISA SANTANDER BK, NA (cash) — Interest

Board Member, Albany Museum of Art

Board Member, Leadership Albany

Board Member, Boys & Girls Clubs of Albany, GA

Board Member, Foundation of the Methodist Home of the South Georgia Conference, Inc.

Liability — Discover — Personal Loan

Spouse's income — 2019 — Self-employed (motivational speaker)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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Leslie Joyce Abrams | Frix