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What was filed

  • 413

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Albany Law School

As filed

NESTLE SA — Dividend

SEFCU — Int./Div.

1/4 Interest in Property - Jay, NY Assessed at $65,000 — None

Hickory Hill Ski Center, Inc Stock — None

Manning and Napier, IRA, Pro Blend Extended Term Series S — Dividend

Manning and Napier, IRA, Pro Blend Extended Term Series S — Sold

EXETER TRUST ACCT #D1278, LINES 7 TO 297 (H)

EXETER TRUST COMPANY CASH AND CASH EQUIVALENTS — Dividend

ACCOR SA — Buy

ACCOR SA — Sold

ACTIVISION BLIZZARD INC — Dividend

ACTIVISION BLIZZARD INC — Sold (part)

ACTIVISION BLIZZARD INC — Sold (part)

ADIDAS AG — None — Buy

ADIDAS AG — Sold

ALCON AG — None

ALCON AG — Buy (add'l)

ALIBABA GROUP HOLDINGS LTD SP ADR — None

ALIBABA GROUP HOLDINGS LTD SP ADR — Buy (add'l)

ALIBABA GROUP HOLDINGS LTD SP ADR — Sold (part)

ALPHABET INC CL A — None

ALPHABET INC CL A — Buy (add'l)

ALPHABET INC CL A — Sold (part)

ALPHABET INC CL A — Buy (add'l)

ALPHABET INC CL C — None

ALPHABET INC CL C — Buy (add'l)

ALPHABET INC CL C — Sold

AMAZON.COM INC — None

AMAZON.COM INC — Buy (add'l)

AMAZON.COM INC — Sold (part)

AMBEV SA ADR — Dividend

AMBEV SA ADR — Sold

AMERICAN EXPRESS CO — None — Buy

AMERICAN EXPRESS CO — Sold (part)

AMERICAN TOWER CORP — Dividend

ANHEUSER BUSCH INBEV SA — Dividend — Buy

ANHEUSER BUSCH INBEV SA — Sold (part)

ANHEUSER BUSCH INBEV SA — Sold (part)

ANHEUSER BUSCH INBEV SA — Buy (add'l)

BERKSHIRE HATHAWAY INC CL B — None

BERKSHIRE HATHAWAY INC CL B — Sold (part)

BIOMARIN PHARMACEUTICAL INC — None

BIOMARIN PHARMACEUTICAL INC — Sold (part)

BIOMARIN PHARMACEUTICAL INC — Buy (add'l)

BLACKROCK INC — None

BLACKROCK INC — Sold

BOOKINGS HLDGS INC — None — Buy

BOOKINGS HLDGS INC — Buy (add'l)

BOOKINGS HLDGS INC — Sold (part)

BOOKINGS HLDGS INC — Sold

BP PLC — Dividend — Buy

BP PLC — Sold (part)

BP PLC — Buy (add'l)

CABOT OIL & GAS CORP — Dividend — Buy

CABOT OIL & GAS CORP — Buy (add'l)

CAMECO CORP — Dividend — Buy

CBOE GLOBAL MARKETS INC — Dividend

CBOE GLOBAL MARKETS INC — Sold (part)

CDW CORP — Dividend — Buy

CHARTER COMMUNICATIONS INC — None — Buy

CHARTER COMMUNICATIONS INC — Buy (add'l)

CHEVRON CORP — Dividend — Buy

CHEVRON CORP — Buy (add'l)

CHEVRON CORP — Sold (part)

CHEVRON CORP — Sold

CME GROUP INC — Dividend

CME GROUP INC — Sold (part)

COCA-COLA CO — Dividend

COGNEX CORP — None

COGNEX CORP — Sold

COMPASS GROUP PLC — None — Buy

COMPASS GROUP PLC — Sold (part)

CONCHO RESOURCES INC — Dividend — Buy

CONCHO RESOURCES INC — Buy (add'l)

CONCHO RESOURCES INC — Sold (part)

CONCHO RESOURCES INC — Buy (add'l)

CONOCOPHILLIPS — Dividend — Buy

CONOCOPHILLIPS — Buy (add'l)

COPART INC — None — Buy

COPART INC — Sold (part)

DIAGEO PLC — Dividend

DOLLAR TREE — None — Buy

EAST WEST BANCORP — Dividend — Buy

EAST WEST BANCORP — Sold

EASY JET PLC — Dividend

EASY JET PLC — Buy (add'l)

EASY JET PLC — Sold

ELECTRONIC ARTS — Dividend

ELECTRONIC ARTS — Sold (part)

EOG RESOURCES INC — Dividend — Buy

EQT CORP — None — Buy

EQUINIX INC — Dividend

EXPEDIA GROUP INC — Dividend — Buy

EXPEDIA GROUP INC — Buy (add'l)

EXPEDIA GROUP INC — Sold (part)

EXPEDIA GROUP INC — Buy (add'l)

EXPEDIA GROUP INC — Sold (part)

EXXON MOBIL CORP — Dividend — Buy

EXXON MOBIL CORP — Buy (add'l)

FACEBOOK — None

FACEBOOK — Buy (add'l)

FACEBOOK — Sold (part)

FACEBOOK — Sold (part)

FACEBOOK — Buy (add'l)

FMC CORP — Dividend — Buy

GRAPHIC PACKAGING HOLDING CO — Dividend

GRAPHIC PACKAGING HOLDING CO — Buy (add'l)

HALLIBURTON CO — Dividend — Buy

HALLIBURTON CO — Sold (part)

HALLIBURTON CO — Sold

HEINEKEN N V SPN — None — Buy

HILTON INC — None — Buy

HILTON INC — Sold (part)

IDEXX LABORATORIES INC — None — Buy

INCYTE CORP — None

INDUSTRIA DE DISENO TEXTIL SA — None

INDUSTRIA DE DISENO TEXTIL SA — Sold (part)

INDUSTRIA DE DISENO TEXTIL SA — Sold (part)

INDUSTRIA DE DISENO TEXTIL SA — Sold

INSPERITY INC — Dividend — Buy

INSPERITY INC — Buy (add'l)

INSPERITY INC — Sold (part)

INTERCONTINENTAL EXCHANGE INC — Dividend

INTERCONTINENTAL EXCHANGE INC — Buy (add'l)

INTERCONTINENTAL HOTELS GROUP — None — Buy

INTERCONTINENTAL HOTELS GROUP — Sold

LULULEMON ATHLETICA INC — None

LULULEMON ATHLETICA INC — Sold (part)

LULULEMON ATHLETICA INC — Sold (part)

LULULEMON ATHLETICA INC — Buy (add'l)

LULULEMON ATHLETICA INC — Sold (part)

LULULEMON ATHLETICA INC — Sold

MANNING & NAPIER NEW DISPLND VLU — Dividend

MANNING & NAPIER NEW DISPLND VLU — Buy (add'l)

MANNING & NAPIER NEW DISPLND VLU — Buy (add'l)

MANNING & NAPIER NEW DISPLND VLU — Buy (add'l)

MANNING & NAPIER NEW DISPLND VLU — Buy (add'l)

MANNING & NAPIER FUND INC NEW HIGH YIELD — Dividend

MANNING & NAPIER FUND INC NEW HIGH YIELD — Buy (add'l)

MANNING & NAPIER FUND INC NEW HIGH YIELD — Buy (add'l)

MANNING & NAPIER FUND INC NEW HIGH YIELD — Buy (add'l)

MANNING & NAPIER FUND INC NEW HIGH YIELD — Buy (add'l)

MANNING & NAPIER FUND INC NEW HIGH YIELD — Buy (add'l)

MANNING & NAPIER FUND INC NEW NEW YORK TAX EXEMPT SERIES FUND — Dividend

MANNING & NAPIER FUND INC NEW NEW YORK TAX EXEMPT SERIES FUND — Sold (part)

MANNING & NAPIER FUND INC NEW NEW YORK TAX EXEMPT SERIES FUND — Buy (add'l)

MANNING & NAPIER FUND INC NEW NEW YORK TAX EXEMPT SERIES FUND — Buy (add'l)

MANNING & NAPIER FUND INC NEW NEW YORK TAX EXEMPT SERIES FUND — Buy (add'l)

MANNING & NAPIER FUND INC NEW NEW YORK TAX EXEMPT SERIES FUND — Buy (add'l)

MANNING & NAPIER FUND INC NEW NEW YORK TAX EXEMPT SERIES FUND — Buy (add'l)

MANNING & NAPIER FUND INC NEW REAL ESTATE SERIES — Dividend

MANNING & NAPIER FUND INC NEW REAL ESTATE SERIES — Buy (add'l)

MANNING & NAPIER FUND INC NEW REAL ESTATE SERIES — Buy (add'l)

MANNING & NAPIER FD - NEW OVERSEAS SER CL S — Dividend

MANNING & NAPIER FD - NEW OVERSEAS SER CL S — Buy (add'l)

MANNING & NAPIER FD NEW UNCONSTRAIND — Dividend

MANNING & NAPIER FD NEW UNCONSTRAIND — Buy (add'l)

MANNING & NAPIER FD NEW UNCONSTRAIND — Buy (add'l)

MANNING & NAPIER FD NEW UNCONSTRAIND — Buy (add'l)

MANNING & NAPIER FD NEW UNCONSTRAIND — Buy (add'l)

MARTIN MARIETTA MATERIALS INC — Dividend — Buy

MASTERCARD INC CL A — Dividend

MASTERCARD INC CL A — Buy (add'l)

MASTERCARD INC CL A — Sold (part)

MEDTRONIC PLC — Dividend

MEDTRONIC PLC — Sold (part)

MEDTRONIC PLC — Sold (part)

MERCK & CO INC — Dividend

MERCK & CO INC — Sold

MERCK KGAA — None

MERCK KGAA — Sold

MICRON TECHNOLOGY INC — None

MICRON TECHNOLOGY INC — Sold (part)

MICRON TECHNOLOGY INC — Sold (part)

MICROSOFT CORP — Dividend

MICROSOFT CORP — Sold (part)

MICROSOFT CORP — Buy (add'l)

MICROSOFT CORP — Sold (part)

MONDELEZ INTERNATIONAL INC — Dividend

MOODYS CORP — Dividend

MOODYS CORP — Sold (part)

NESTLE SA — Sold (part)

NEXON CO LTD NPV — Dividend

NEXON CO LTD NPV — Sold (part)

NEXON CO LTD NPV — Sold (part)

NEXON CO LTD NPV — Sold (part)

NIKE INC CL B — None — Buy

NIKE INC CL B — Sold

NIKON CORP — Dividend — Buy

NORFOLK SOUTHERN CORP — Dividend — Buy

NOVARTIS AG NAMEN SPON ADR — Dividend

NVIDIA CORP — Dividend

NVIDIA CORP — Sold (part)

NVIDIA CORP — Sold

OCEANEERING INTERNATIONAL INC — None

OCEANEERING INTERNATIONAL INC — Buy (add'l)

OCEANEERING INTERNATIONAL INC — Sold

PAYPAL HOLDINGS INC — None

PAYPAL HOLDINGS INC — Buy (add'l)

PAYPAL HOLDINGS INC — Sold (part)

PEPSICO INC — Dividend

PEPSICO INC — Sold (part)

PIONEER NATURAL RESOURCES CO — Dividend — Buy

PIONEER NATURAL RESOURCES CO — Buy (add'l)

QUEBECOR INC CL B — None

QUEBECOR INC CL B — Sold

ROYAL DUTCH SHELL PLC — Dividend — Buy

RYANAIR HOLDINGS PLC SP ADR — None

RYANAIR HOLDINGS PLC SP ADR — Buy (add'l)

RYANAIR HOLDINGS PLC SP ADR — Sold (part)

S&P GLOBAL INC — Dividend

S&P GLOBAL INC — Sold (part)

SALESFORCE.COM INC — None — Buy

SALESFORCE.COM INC — Buy (add'l)

SALESFORCE.COM INC — Sold (part)

SBA COMMUNICATIONS CORP — Dividend

SEA LTD ADR — None

SEA LTD ADR — Sold (part)

SEATTLE GENETICS INC — None

SEATTLE GENETICS INC — Sold

SERVICENOW INC — None

SERVICENOW INC — Sold (part)

SERVICENOW INC — Sold (part)

SERVICENOW INC — Sold (part)

SERVICENOW INC — Buy (add'l)

SERVICENOW INC — Sold (part)

SCHLUMBERGER LTD — Dividend — Buy

SCHLUMBERGER LTD — Sold (part)

SHAW COMMUNICATIONS INC B — Dividend

SHAW COMMUNICATIONS INC B — Sold

SONY CORP SPONSORED ADR — Dividend

SONY CORP SPONSORED ADR — Sold (part)

SONY CORP SPONSORED ADR — Sold (part)

SONY CORP SPONSORED ADR — Buy (add'l)

SYSCO CORP — None — Buy

SYSCO CORP — Sold

TENCENT HOLDINGS LTD — Dividend

TENCENT HOLDINGS LTD — Sold (part)

THE WALT DISNEY CO — None — Buy

THE WALT DISNEY CO — Sold

THERMO FISHER SCIENTIFIC INC — Dividend — Buy

THERMO FISHER SCIENTIFIC INC — Sold (part)

TOTAL SE — Dividend — Buy

TOTAL SE — Buy (add'l)

TOTAL SE — Sold (part)

TOTAL SE — Sold (part)

TRANSOCEAN LTD — None — Buy

TRANSOCEAN LTD — Sold

TSY INFL IX N/B 0.625% 02/15/2043 — Interest

TSY INFL IX N/B 0.625% 02/15/2043 — Sold

TSY INFL IX N/B 1.125% 01/15/2021 — Interest

TSY INFL IX N/B 1.125% 01/15/2021 — Sold

US TREASURY INFL IX N/B 0.125% 01/15/2022 — Interest

US TREASURY INFL IX N/B 0.125% 01/15/2022 — Sold

US TREASURY INFL IX N/B 0.125% 04/15/2025 — Interest — Buy

UNILEVER PLC ADR AMER SHS SPON — Dividend

UNILEVER PLC ADR AMER SHS SPON — Buy (add'l)

US TREASURY BOND 3.00% 05/15/2047 — Interest

US TREASURY BOND 2.50% 02/15/2045 — Interest

US TREASURY BOND 2.50% 02/15/2045 — Sold

US TREASURY BOND 4.75% 02/15/2037 — Interest

US TREASURY BOND 4.75% 02/15/2037 — Sold

US TREASURY BOND 3.50% 02/15/39 — Interest

US TREASURY BOND 3.875% 08/15/2040 — Interest — Buy

US TREASURY NOTE 2.625% 02/15/2029 — Interest

US TREASURY NOTE 2.625% 02/15/2029 — Sold

US TREASURY NOTE 2.00% 08/15/2025 — Interest

US TREASURY NOTE 2.00% 08/15/2025 — Sold (part)

US TREASURY NOTE 2.00% 08/15/2025 — Buy (add'l)

US TREASURY NOTE 2.00% 08/15/2025 — Buy (add'l)

US TREASURY NOTE 2.00% 08/15/2025 — Sold (part)

US TREASURY NOTE 2.00% 08/15/2025 — Sold (part)

US TREASURY NOTE 2.00% 08/15/2025 — Sold (part)

US TREASURY NOTE 2.00% 08/15/2025 — Sold (part)

US TREASURY NOTE 2.00% 08/15/2025 — Sold (part)

US TREASURY NOTE 2.00% 08/15/2025 — Sold (part)

US TREASURY NOTE 2.00% 08/15/2025 — Buy (add'l)

US TREASURY NOTE 2.00% 08/15/2025 — Sold (part)

US TREASURY NOTE 2.50% 008/15/2023 — Interest — Buy

US TREASURY NOTE 2.50% 008/15/2023 — Sold (part)

US TREASURY NOTE 2.50% 008/15/2023 — Sold

US TREASURY NOTE 1.5% 08/15/26 — Interest — Buy

US TREASURY INFL IX N/B 0.125% 01/15/2022 — Interest

US TREASURY INFL IX N/B 0.125% 01/15/2022 — Sold

US TREASURY TIPS 0.5% 04/15/2024 — Interest

US TREASURY TIPS 0.5% 04/15/2024 — Sold

US TEASURY TIPS 2.00% 01/15/2026 — Interest

US TEASURY TIPS 2.00% 01/15/2026 — Sold

VERTEX PHARMACEUTICALS INC — None

VERTEX PHARMACEUTICALS INC — Sold (part)

VERTEX PHARMACEUTICALS INC — Buy (add'l)

VISA INC CL A — Dividend

VISA INC CL A — Buy (add'l)

VISA INC CL A — Sold (part)

VULCAN MATERIALS CO — Dividend — Buy

WR BERKLEY CORP — Dividend — Buy

ZOETIS INC — None — Buy

EXETER TRUST ACCT#D4251 LINES 299 TO 413 (H)

CASH AND CASH EQUIVALENTS — Dividend

ACCOR SA — None — Buy

ACCOR SA — Sold

ACTIVISION BLIZZARD INC — None — Buy

ALCON INC — None — Buy

ALIBABA GROUP — None — Buy

ALPHABET INC CL A — None — Buy

AMAZON.COM INC — None — Buy

AMERICAN EXPRESS CO — None — Buy

AMERICAN TOWER CORP — None — Buy

ANHEUSER BUSCH INBEV SA — None — Buy

ANHEUSER BUSCH INBEV SA — Sold (part)

BERKSHIRE HATHAWAY INC CL B — None — Buy

BIOMARIN PHARMACEUTICAL INC — None — Buy

BP PLC — None — Buy

CABOT OIL & GAS CORP — Dividend — Buy

CAMECO CORP — Dividend — Buy

CBOE GLOBAL MARKETS INC — Dividend — Buy

CDW CORP OF DELAWARE — Dividend — Buy

CHARTER COMMUNICATIONS INC CL A — None — Buy

CHEVRON CORP — Dividend — Buy

CHEVRON CORP — Sold

CME GROUP INC — Dividend — Buy

COCA-COLA CO — Dividend — Buy

COMPASS GROUP PLC — None — Buy

COMPASS GROUP PLC — Sold (part)

CONCHO RESOURCES INC — Dividend — Buy

CONOCOPHILLIPS — None — Buy

COPART INC — None — Buy

DIAGEO PLC — None — Buy

DOLLAR TREE INC — None — Buy

EAST WEST BANCORP INC — Dividend — Buy

EAST WEST BANCORP INC — Sold

ELECTRONIC ARTS — Dividend — Buy

EOG RESOURCES INC — None — Buy

EQT CORP — None — Buy

EQUINIX INC — Dividend — Buy

EXPEDIA GROUP INC COM NEW — None — Buy

EXPEDIA GROUP INC COM NEW — Sold (part)

EXXON MOBIL CORP — Dividend — Buy

EXXON MOBIL CORP — Buy (add'l)

FACEBOOK INC-A — None — Buy

FACEBOOK INC-A — Buy (add'l)

FMC CORP — None — Buy

GRAPHIC PACKAGING HOLDING CO — None — Buy

HEINEKEN NV SPN — None — Buy

HILTON INC — None — Buy

HILTON INC — Sold (part)

IDEXX LABORATORIES INC — None — Buy

INCYTE CORP — None — Buy

INSPERITY INC — Dividend — Buy

INTERCONTINENTAL EXCHANGE INC — Dividend — Buy

INTERCONTINENTAL HOTELS GROUP — None — Buy

INTERCONTINENTAL HOTELS GROUP — Sold

JOHNSON & JOHNSON — Dividend — Buy

MANNING & NAPIER FD INC NEW CORE BOND — Dividend — Buy

MANNING & NAPIER FD INC NEW CORE BOND — Buy (add'l)

MANNING & NAPIER FD INC NEW DISPLND VLU — Dividend — Buy

MANNING & NAPIER FD INC NEW DISPLND VLU — Buy (add'l)

MANNING & NAPIER FD INC NEW HIGH YIELD — Dividend — Buy

MANNING & NAPIER FD INC NEW HIGH YIELD — Buy (add'l)

MANNING & NAPIER RD INC NEW OVRSES SERIS — Dividend — Buy

MANNING & NAPIER RD INC NEW OVRSES SERIS — Buy (add'l)

MANNING & NAPIER FD INC REAL ESTATE — Dividend — Buy

MANNING & NAPIER FD INC REAL ESTATE — Buy (add'l)

MANNING & NAPIER FD INC NEW UNCONSTRAIND — Dividend — Buy

MANNING & NAPIER FD INC NEW UNCONSTRAIND — Buy (add'l)

MARTIN MARIETTA MATERIALS INC — Dividend — Buy

MASTERCARD INC CL A — None — Buy

MEDTRONIC PLC — None — Buy

MICRON TECHNOLOGY INC — None — Buy

MICRON TECHNOLOGY INC — Sold (part)

MICRON TECHNOLOGY INC — Sold (part)

MICROSOFT CORP — Dividend — Buy

MONDELEZ INTERNATIONAL — None — Buy

MOODYS CORP — Dividend — Buy

NESTLE SA — None — Buy

NEXON CO LTD NPV — None — Buy

NIKON CORP — None — Buy

NORFOLK SOUTHERN CORP — Dividend — Buy

NOVARTIS AG — None — Buy

PAYPAL HOLDINGS — None — Buy

PEPSICO INC — None — Buy

PIONEER NATURAL RESOURCES CO — None — Buy

ROYAL DUTCH SHELL PLC — Dividend — Buy

RYANAIR HOLDINGS PLC — None — Buy

RYANAIR HOLDINGS PLC — Sold (part)

RYANAIR HOLDINGS PLC — Sold (part)

S&P GLOBAL INC — Dividend — Buy

SALESFORCE.COM INC — None — Buy

SALESFORCE.COM INC — Sold

SBA COMMUNICATIONS CORP — Dividend — Buy

SCHLUMBERGER LTD — None — Buy

SEA LTD — None — Buy

SERVICENOW INC — None — Buy

SONY CORP — None — Buy

TENCENT HOLDINGS LTD — None — Buy

THERMO FISHER SCIENTIFIC INC — None — Buy

TOTAL SE — None — Buy

TOTAL SE — Sold (part)

UNILEVER PLC — Dividend — Buy

VERTEX PHARMACEUTICALS INC — None — Buy

VISA INC CL A — Dividend — Buy

VULCAN MATERIALS CO — Dividend — Buy

WR BERKLEY CORP — Dividend — Buy

ZOETIS INC — None — Buy

FNMA 1.875% 09/24/26 — None — Buy

US TREAS TIPS 2.00% 01/15/26 — Interest — Buy

US TREAS TIPS 2.00% 01/15/26 — Sold

US TREAS BOND 3.00% 05/15/47 — Interest — Buy

US TREAS BOND 3.50% 02/15/39 — None — Buy

US TREAS BOND 3.875% 08/15/40 — None — Buy

US TREAS NOTE 2.00% 08/15/25 — None — Buy

US TREAS NOTE 1.50% 08/15/26 — None — Buy

US TREAS NOTE 1.50% 08/15/26 — Buy (add'l)

Adjunct Faculty Member, Albany Law School

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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