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What was filed

  • 132

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Federal Judges Association
  • State of Iowa judicial retirement annuity

As filed

Incyte — None

US Bank Accounts — Interest

CSCO Stock — Dividend

Medtronic Inc. Stock — Dividend

Deferred Comp Plan — Distribution

Stock Index Fund-Valic — Dividend

Science & Technology Fund-Valic — Dividend

Putnam New Opportunity Fund-Valic — Dividend

Putnam Global Gr Fund-Valic — Dividend

American Cent Ultra Fund-Valic — Dividend

Retirement Account (H)

Schwab bank — Interest

ABTEC — None — Spinoff (from line 36)

ABTEC — Sold

AT&T — Dividend

Abeona (ABEO) — None — Buy

Altria Group, Inc (MO) — Dividend — Sold

American Airlines (AAL) — Dividend

American Int'l Grp (AIG) — Dividend — Sold

Annaly Capital Mgmt Reit (NLY) — Dividend — Sold (part)

Apple (APPL) — Dividend — Sold (part)

Alamos Gold (AGI) — Dividend

Applied Materials (AMAT) — Dividend

Bank of America (BAC) — Dividend — Buy

Barrick Gold Corp (ABX) — Dividend

Blackrock Health Sciences Fund (SHSAX) — Distribution

Boeing (BA) — Dividend — Sold (part)

British Petro (BP) — Dividend

Carlyle Grp (CG) — Dividend — Sold (part)

Caterpillar (CAT) — Dividend — Buy (add'l)

Cytokinetics Inc (CYTK) — None — Sold (part)

Doubleline Inc (DSL) — Dividend

Enbridge Inc. (ENB) — Dividend — Sold

First Data Corp (FDC) — None — Sold (part)

First Data Corp (FDC) — Sold

General Electric Co (GE) — Dividend

Goldcorp Inc. F (GG) — Dividend — Merged (with line 48)

High-Crush Partners LP(HCLP) — None — Buy (add'l)

Hovnanian (HOV) — None

Icahn Ent (IEP) — Dividend

Lam Research (LRCX) — Dividend — Sold (part)

Lumentum Holdings (LITE) — None — Buy (add'l)

Lumentum Holdings (LITE) — Buy (add'l)

MGM Resorts (MGM) — Dividend — Buy

JP Morgan Chase (JPM) — Dividend

Microsoft (MSFT) — Dividend

Morgan Stanley (MS) — Dividend — Buy (add'l)

Newmont (NEM) — Dividend

Orion(OEC) — Dividend

Millendo Therapeutics (MLND) — None

Performance Food Group (PFGC) — None — Sold (part)

Pfizer (PFE) — Dividend

Pimco (PTY) — Dividend — Sold (part)

Principal Financial (PFG) — Dividend

Royal Dutch Shell (RDSA) — Dividend — Buy (add'l)

Safe Bulkers (SB) — None — Sold

Schlumberger (SLB) — Dividend

Taiwan (TSM) — None — Buy

Triplepoint Venture (TPVG) — Dividend — Buy

Tsakos Energy (TNP) — Dividend

Verastem (VSTM) — None — Buy

Verastem (VSTM) — Buy (add'l)

Verastem (VSTM) — Buy (add'l)

Viewray (VRAY) — None — Buy

Viewray (VRAY) — Buy (add'l)

VISA — Dividend

Vodafone (VOD) — Dividend

Yeti (YETI) — None — Buy

Xerox (XRX) — Dividend — Sold (part)

Xerox (XRX) — Sold

Yamana Gold Incoo (AVY) — Dividend

McVean Trading and Investment — None

Farm 1 Dallas Co., IA — Distribution

Farm 3 Dallas Co. IA — Distribution

Farm 5 Adair Co, IA — Rent

Farm 7 Adair Co, IA — Distribution

Farm 10 Adair Co, IA — Rent

Farm 14 Adams Co, IA — Rent

Farm 15 Adams Co, IA — Rent

Farm 20 Decatur County, IA — Distribution

USDA Farm Program 2019 ONLY (Y) — Distribution

Cincinnati Life Insurance Whole Life Policy — None

Mineral Interest,Dallas County, IA (Y) — Royalty

Scout Energy — Royalty

Continental Resources (X) — Royalty

Denbury(X) — Royalty

Brokerage 1

Schwab bank — Interest

Abeona Therap (ABEO) — None — Buy

American Airlines Grp (AAL) — Dividend — Sold (part)

American Airlines Grp (AAL) — Sold

At & T (T) — Dividend

Agenius(AGEN) — None

Air Canada (ACDVF) — None — Sold (part)

Apache Corp (APA) — Dividend

Applied Materials (AMAT) — Dividend — Buy (add'l)

Applied Materials (AMAT) — Sold (part)

Bank of America (BAC) — Dividend — Buy

Blackstone (BX) — Dividend

Boeing (BA) — Distribution

Career Education Co (CECO) — None — Buy

Caterpillar Inc (CAT) — Dividend — Buy (add'l)

Carlyle Grp (CG) — Distribution — Buy (add'l)

Carlyle Grp (CG) — Sold (part)

Cytokinetics (CYTK) — None — Sold (part)

Delta (DAL) — Dividend — Sold (part)

Entegris Inc (ENTG) — Dividend — Buy

Entegris Inc (ENTG) — Sold

First Solar Inc (FSLR) — None — Buy

Iron Mountain (IRM) — None — Buy

JP Morgan Chase (JPM) — Dividend — Buy

JP Morgan Chase (JPM) — Buy (add'l)

Invesco (IVZ) — Dividend

Microsoft (MSFT) — Dividend

Orion Eng ((OEC) — Dividend

Principal Finan (PFG) — Dividend

Royal Dutch Shell (RDSA) — Dividend

Skyworks Solutions (SWKS) — Dividend — Buy

Softbank Grp (SFTBY) — Dividend — Buy

Taiwan Semiconductor (TSM) — None — Buy

Total SA (TOT) — Dividend

Triplepoint Venture (TPVG) — Dividend — Buy

Vanguard (VTSMX) — Dividend — Merged (with line 126)

Vanguard (VTSAX) — Dividend

Veracyte(VCYT) — None

Verastem (VSTM) — None — Buy (add'l)

Verastem (VSTM) — Buy (add'l)

Verastem (VSTM) — Buy (add'l)

Viewray (VRAY) — None — Buy (add'l)

Vodaphone (VOD) — Dividend — Buy (add'l)

Vodaphone (VOD) — Buy (add'l)

Director, Federal Judges Association

Agreement — 08/01/93 — State of Iowa and filer-Iowa Judicial Retirement Plan. The state is paying me retirement income as of February 2013.

Reimbursement — Federal Judges Association — May 15-16, 2019 — Dallas, TX — Board Meeting — transportation, lodging and food

Income — 2019 — State of Iowa judicial retirement annuity — $31,958.00

Line 5 Required Minimum Distribution for 2019

Lines 6-9 The dividend amounts (if there are any) are not detailed in the statement I receive

Lines 74,75, 77, The distribution is crops/crop insurance

Line 81 The income is CRP ($1913)

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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