Leo Landsen King
2019
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What was filed
770
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Sherman, Carter, Barnhart, PSC, Salary
As filed
IRA #1
401(k) #1
Paducah Bank and Trust, Checking Account — Interest
BROKERAGE ACCOUNT #1
Wells Fargo Money Market Account — Interest
AT&T Stock — Dividend
Abbot Laboratories Stock — Dividend
Abbvie Inc Stock — Dividend
Archer Daniels Midland Stock — Dividend
Bristol Myers Squibb Stock* — Dividend — Buy (add'l)
Cegene Corp Stock* — Dividend — Merged (with line 8)
Cegene Corp Stock* — Sold
Chevron Corp Stock — Dividend
Comcast Corp Stock — Dividend
Corning Inc Stock — Dividend
Disney Stock — Dividend
Exxon Stock — Dividend
GE Stock — Dividend — Donated (part)
General Mills Stock — Dividend
Halliburton Co Stock — Dividend
Hasbro Inc Stock — Dividend
Intell Corp Stock — Dividend
IBM Stock — Dividend
McCormick & Co Inc Stock — Dividend
Merk & Co. Stock — Dividend
Microsoft Stock — Dividend
Oracle Corp Stock — Dividend
PNC Financial Services Stock — Dividend
Nuveen Invt Fds Inc Real Estate Secs Fund Cl A — Dividend
PIMCO FD PAC INVT MGMT, All Asst Fund Class C — Dividend
Principal Invs Fd Real Estate Secs Fd Cl A — Dividend
Principal Global Div Income Fd — Dividend
Proctor & Gamble Stock — Dividend
Southern Company Stock — Dividend
Vodafone Group Stock — Dividend
WAB TEC stock — Dividend — Spinoff (from line 16)
BROKERAGE ACCOUNT #1A
Kenton Cnty Ky Sch Dist Bond, 491089VN5 — Interest — Redeemed
KY St Ppty & Bldgs Bond, 49151E8F3 — Interest — Redeemed
Harris Cnty Tx Mun Util Bond, 414972UQ0 — Interest — Redeemed
Henry Cnty Ky Sch Dist Bond, 426569MF3 — Interest — Redeemed
Leitchfield KY RFDG SER Bond, 525439DV4 — Interest — Redeemed (part)
Leitchfield KY RFDG SER Bond, 525439DV4 — Redeemed
KY St Ppty & Bldgs Bond, 49151FLY4 — Interest
New Braunfels Tx CTF OBLG Bond, 642526KX4 — Interest — Redeemed
Harris Cnty Tx Mun Util Bond, 413956GB3 — Interest — Redeemed
Western Ky Univ Rvs Bond, 9585193P3 — Interest
Fayette Cnty Ky Sch Dist Bond, 312432UK1 — Interest
Hardin Cnty Ky Sch Dist Bond, 411873QM7 — Interest
Montgomery Cnty Tx Mun Bond, 613910RT7 — Interest — Redeemed
Washington DC Met Area Tran Auth Bond, 938782DX4 — Interest — Redeemed
Boone Cnty Ky Sch Dist Bond, 098825YV8 — Interest — Redeemed
Fayette Cnty Ky Sch Dist Fin Corp Bond, 31243UR6 — Interest
Miami Dade Cnty Fl W&S Bond, 59334DGQ1 — Interest
Harris Cnty Tx Mun Util Bond, 41421LCT3 — Interest
Brushy Creek Regl Util Auth Tx Bond, 117467EA4 — Interest
Ky St Ppty & Bldgs Commn Revs Bond, 49151FEE6 — Interest — Redeemed
Franklin Ky RFDG & Impt Pub Proj Bond, 353622AR4 — Interest — Redeemed
Ky St Ppty & Bldgs Commn Revs Bond, 49151E8R7 — Interest
Louisville & Jefferson Cnty Ky Met Swr Dist bond, 546589d58 — Interest — Redeemed
Kentucky Rural wtr fin corp pub pj rev bond, 49140mun7 — Interest
Louisville & Jeff Cnty swr dist bond, 546589rx2 — Interest
Ky St Ppty & Bildgs Commn Revs Bds, 49151FYS3 — Interest — Buy
Ky Rural WTR fin corp pub proj rev bds, 49140MN6N4 — Interest — Buy
KY St Ppty & Bldgs Commn Revs Bds, 49151FHF0 — Interest — Buy
Louisville & Jeff Cnty Ky Met Swr & Drain Bd, 546589RP9 — Interest — Buy
Louisville & Jeff Cnty Ky Met Swr & Drain bd, 546589RS3 — Interest — Buy
Ky St TPK Auth Econ Dev Rd Rev bd, 491552YD1 — Interest — Buy
Canyons Sch Dist Ut -Utah Sch Bd, 139078AU3 — Interest — Buy
Ky St Tpk Auth Econ Dev Rd Rev bd, 4915522XT7 — Interest — Buy
Ky St Tpk AuthEcon Dev Rd Rev bd, 491552ZA6 — Interest — Buy
Dallas Tx Wtrwks & Swr rev bd, 2354164X9 — Interest — Buy
Ky Assn of Cntys Fin Corp bd, 491196KB6 — Interest — Buy
Regional Trans Dist Co Sales Tax rev bd, 759136RK2 — Interest — Buy
BROKERAGE ACCOUNT #2
Industrial Select Sector SPDR fund — Dividend — Sold
Goldman Sachs ETF TR ETF — Dividend — Buy
Goldman Sachs ETF TR ETF — Buy (add'l)
Invesco TR Emerging Mkts Sov debt — Dividend
Ishares Russell 2000 fund — Dividend — Buy (add'l)
Ishares Russell 2000 fund — Buy (add'l)
Ishares Core MSCI emerging markets fund — Dividend — Buy (add'l)
Ishares Core MSCI emerging markets fund — Buy (add'l)
Ishares Core S&P Midcap fund — Dividend — Buy (add'l)
Ishares Core S&P 500 S&P 500 Index fund — Dividend — Buy (add'l)
Ishares Core S&P 500 S&P 500 Index fund — Sold (part)
Ishares Core US Aggregate Bond Fund — Dividend — Sold (part)
Ishares Core US Aggregate Bond Fund — Buy (add'l)
Ishares Core US Aggregate Bond Fund — Sold (part)
Ishares Core US Aggregate Bond Fund — Sold (part)
Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy
Ishares Edge MSCI Min Vol USA ETF — Buy (add'l)
Ishares S&P Midcap value fund — Dividend
Ishares S&P midcap growth fund — Dividend
Sector SPDR Technology Select fund — Dividend — Buy (add'l)
Sector SPDR Technology Select fund — Buy (add'l)
Select Sector SPDR Financial fund — Dividend
Select Sector SPDR Health Care fund — Dividend — Sold
Select Sector SPDR Consumer Discretionary fund — Dividend
SPDR Dow Jones Global Real Estate — Dividend — Sold
Vanguard FTSE Developed Mrks fund — Dividend — Sold (part)
Vanguard FTSE Developed Mrks fund — Buy (add'l)
Vanguard Index fds reas estate index* — Dividend — Sold
Vanguard Intl Equity Index emerging mrkts fund — Dividend — Sold (part)
Xtrackers USD High Yield Corp Bond Fund — Dividend — Buy
Vanguard Short Term Corp Bond fund — Dividend — Sold
Wells Fargo Money Market account X — Interest
Europacific Growth Fd, cl A — Dividend
Growth Fund America, Cl A — Dividend
New Economy Fund SBI Cl A — Dividend
Smallcap World Fd A — Dividend
Wash Mutl Invs Fd Inc, Cl A — Dividend
IRA #2
Wells Fargo Money Market account X — Interest
Golman Sachs ETF TR ETF US Large Cap — Dividend — Buy
Industrial Select Sector SPDR fund — Dividend — Sold
Invesco Emerging Mkts Soveriegn debt fund — Dividend
Ishares Russell 2000 fund — Dividend — Buy (add'l)
Ishares core msci emerging markets fund — Dividend — Buy (add'l)
Ishares Core S&P Midcap fund — Dividend
Ishares Core S&P 500 fund — Dividend — Buy (add'l)
Ishares Core S&P 500 fund — Sold (part)
Ishares Core US Aggregate Bond fund — Dividend — Sold (part)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Sold (part)
Ishares Core US Aggregate Bond fund — Sold (part)
Ishares Edge MSCI ETF Min Vol EUS ETF — Dividend — Buy
Ishares S&P Midcap 400 value fund — Dividend
Ishares S&P Midcap 400 growth fund — Dividend
SectorSPDR Tr Technology Select sector fund — Dividend — Buy (add'l)
Select Sector SPDR TR Financial fund — Dividend
Select Sector SPDR FD Health care fund — Dividend — Sold
Select Sector SPDR Fd consumer discretionary fund — Dividend
SPDR Dow Jones Global Real Estate fund — Dividend — Sold
Vanguard FTSE Develeoped Marktets fund — Dividend — Buy (add'l)
Vanguard FTSE Develeoped Marktets fund — Sold (part)
Vanguard Intl Equity Index fds ftse emerging markets — Dividend — Sold (part)
Vanguard Index fds real estate index fd — Dividend — Sold
Vanguard Short Term corp bond fund — Dividend — Sold
Xtrackers USD High Yield Corp Bond fund — Dividend — Buy
TRUST #1
Wells Fargo Money Mrkt Account — Int./Div.
Industrial Select Sector fund — Dividend — Sold
Goldman Sachs Active Beta US Large Cap Equity ETF — Dividend — Buy
Goldman Sachs Active Beta US Large Cap Equity ETF — Buy (add'l)
Invesco TR II Emerging MKTS Sovereign Debt (FKA Powershares Em Mar) — Dividend
Ishares Russell 2000 fund — Dividend
Ishares Core S&P MSCI Emerging Markets fund — Dividend — Buy (add'l)
Ishares Core S&P MSCI Emerging Markets fund — Buy (add'l)
Ishares core S&P Midcap fund — Dividend — Buy (add'l)
Ishares core S&P Midcap fund — Buy (add'l)
Ishares core S&P 500 fund — Dividend — Buy (add'l)
Ishares core S&P 500 fund — Sold (part)
Ishares core S&P 500 fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Dividend — Buy (add'l)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy
Ishares Edge MSCI Min Vol USA ETF — Buy (add'l)
Ishares IBOXX$ High Yield Corp Bond — Dividend
Ishares JP Morgan USD Emerging Markets Bond fund — Dividend — Buy (add'l)
Ishares JP Morgan USD Emerging Markets Bond fund — Sold (part)
Ishares MBS Fund — Dividend — Sold (part)
Ishares MBS Fund — Buy (add'l)
Sector SPDR Technology Select Sector fund — Dividend — Buy (add'l)
Sector SPDR Technology Select Sector fund — Buy (add'l)
Select Sector SPDR Financial fund — Dividend
Select Sector SPDR Health Care fund — Dividend — Sold
Select Sector SPDR Consumer Discretionary fund — Dividend
Spdr Dow Jones Global Real Estate fund — Dividend — Sold
Vanguard FTSE Developed Markets fund — Dividend — Buy (add'l)
Vanguard FTSE Developed Markets fund — Sold (part)
Vanguard FTSE Developed Markets fund — Buy (add'l)
Vanguard Index FDS Real Estate Index Fund (FKA Vanguard REIT Fund) — Dividend — Sold
Vanguard Intermediate Term Corp Bond fund — Dividend — Sold (part)
Vanguard Intermediate Term Corp Bond fund — Buy (add'l)
Vanguard Intermediate Term Corp Bond fund — Buy (add'l)
Vanguard Intermediate Term Corp Bond fund — Buy (add'l)
Vanguard INTL Equity Index Emerging Mrkts fund — Dividend — Sold (part)
Vanguard Short Term Corp Bd fund — Dividend — Sold (part)
Xtrackers USD High Yield Corp Bond fund — Dividend — Buy
Xtrackers USD High Yield Corp Bond fund — Buy (add'l)
TRUST #2
Well Fargo Money Mrkt Account — Interest
Industrial Select Sector SPDR — Dividend — Sold
Goldman Sachs ActiveBeta US Large Cacp Equity ETF — Dividend — Buy
Goldman Sachs ActiveBeta US Large Cacp Equity ETF — Buy (add'l)
Invesco TR II Emerging Mkts Sovereign Debt fund (FKA Powershares) — Dividend
Ishares Russell 2000 — Dividend
Ishares Core MSCI Emerging Markets fund — Dividend — Buy (add'l)
Ishares Core S&P Midcap fund — Dividend — Buy (add'l)
Ishares Core S&P Midcap fund — Buy (add'l)
Ishares core S&P 500 index fund — Dividend — Buy (add'l)
Ishares core S&P 500 index fund — Sold (part)
Ishares core S&P 500 index fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Dividend — Buy (add'l)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy
Ishares Edge MSCI Min Vol USA ETF — Buy (add'l)
Ishares IBOXX$ High Yield Corp Bond fd — Dividend
Ishares Core MSCI Emerging MKTS fund — Dividend — Buy
Ishares JP Morgan USD Emerging Markets Bond fund — Dividend — Buy (add'l)
Ishares JP Morgan USD Emerging Markets Bond fund — Sold (part)
Ishares MBS MBB fund — Dividend — Sold (part)
Ishares MBS MBB fund — Buy (add'l)
Sector SPDR Tr Technology Select sector fund — Dividend — Buy (add'l)
Sector SPDR Tr Technology Select sector fund — Buy (add'l)
Select Sector SPDR TR Financial fund — Dividend
Select Sector SPDR fd health care — Dividend — Sold
Select Sector SPDR fd consumer discretionary — Dividend
SPDR Dow Jones Global Real Estate — Dividend — Sold
Vanguard FTSE Developed Markegts ETF fund — Dividend — Buy (add'l)
Vanguard FTSE Developed Markegts ETF fund — Sold (part)
Vanguard FTSE Developed Markegts ETF fund — Buy (add'l)
Vanguard Index Fds Real Estate Index fd (FKA Vanguard REIT fd) — Dividend — Sold
Vanguard Intermediate Term Corp bond fund — Dividend — Sold (part)
Vanguard Intermediate Term Corp bond fund — Buy (add'l)
Vanguard Intl Equity Index fds ftse emerging mkts — Dividend — Sold (part)
Vanguarde Short Term Corp Bond fd — Dividend — Sold (part)
Vanguarde Short Term Corp Bond fd — Buy (add'l)
Xtrackers USD High Yield Corp Bond fund — Distribution — Buy
Xtrackers USD High Yield Corp Bond fund — Buy (add'l)
American Funds Income Fnd R3 — Dividend
Royal Crown Bottling Corp (2011 Appraisal) — Distribution
RC Transportation Co. (2010 Appraisal) — Distribution
Rental Agricultural Property, Henderson County, Ky ($57,036) — Rent
POP Investments, LLC (Aggregate Ownership Arrangement)
Trust Govt obligatiosn Tax Managed Fund — Interest — Buy (add'l)
Trust Govt obligatiosn Tax Managed Fund — Redeemed (part)
Trust Govt obligatiosn Tax Managed Fund — Redeemed (part)
Trust Govt obligatiosn Tax Managed Fund — Buy (add'l)
Trust Govt obligatiosn Tax Managed Fund — Buy (add'l)
Trust Govt obligatiosn Tax Managed Fund — Buy (add'l)
Trust Govt obligatiosn Tax Managed Fund — Redeemed (part)
Trust Govt obligatiosn Tax Managed Fund — Sold
Federated Government Obligation Premier Fd — Buy
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Redeemed (part)
Federated Government Obligation Premier Fd — Redeemed (part)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Redeemed (part)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federal Home Ln Bks DEB — Interest — Buy
General Dynamics Corp Deb bond — Interest
Carmel In REDEV Auth Lease Rev bond — Interest
Columbus-Franklin Cnty Oh Fin Rev bond — Interest
Connecticut St Hlth & Ed Fac Rev Bond — Interest
Greene Cnty In Bldg Corp Rev bond — Interest
Missouri hlth & Ed Fac Rev bond — Interest
New Hope Tx Cult Ed FACS Fin Rev bond — Interest
New Jersey St Econ Dev Auth Rev bond — Interest — Matured
San Francisco City & Cnty txbl bond — Interest — Buy
South Washington Cnty Mn Ind bond — Interest
University Central Arkansas Rev bond — Interest
West Fargo ND Publ Schl Dist bond — Interest
Apple Inc Bond — Interest
Bank of New York Mellon Corp bond — Interest
Chevron Corp bond — Interest
Cisco Systems Inc bond — Interest
Disney Walt company new med deb bond — Interest
Exxon Mobil Corp bond — Interest
Intel Corp DEB bond — Interest
JP Morgan Chase DEB bond — Interest
Merck & Co DEB bond — Interest
Oracle Corp DEB bond — Interest
Pepsico Inc DEB bond — Interest
Phillip Morris Intl Inc DEB bond — Interest
Qualcomm Inc DEB bond — Interest
Simon Property Group LB DEB bond — Interest
Target Corp DEB bond — Interest
TJX Company inc DEB bond — Interest
Visa Inc DEB bond — Interest
Wells Fargo & Co DEB bond — Interest
Gabelli Dividend & Income PFD preferred stock — Int./Div.
Georgia Power Co PFD preferred stock — Int./Div.
Invesco Ex PFD ETF preferred stock — Int./Div.
Public Storage PFD preferred stock — Int./Div.
Franklin Templeton Global Bond Fund — Int./Div. — Sold
Janus Henderson Short Duration fund — Dividend — Sold
Fidelity Overseas fund — Dividend — Buy (add'l)
Fidelity Select Biotechnology Portfolio fund — Dividend — Sold
Invesco Oppenheimer Developing Markets fund — Dividend — Buy (add'l)
Vanguard Small cap Index investor class fund — Dividend — Sold (part)
Vanguard Small cap Index investor class fund — Sold (part)
Vanguard Small Cap Value ETF Fund* — Dividend
T Rowe Price Mid Cap Growth — Dividend — Buy (add'l)
T Rowe Price Mid Cap Growth — Buy (add'l)
Vanguard Explorer Fund — Dividend — Buy
Vanguard Explorer Fund — Buy (add'l)
Vanguard Explorer Fund — Buy (add'l)
Accenture stock — Dividend — Buy
Alibab Group Holding stock — Dividend — Buy
Alliant Corp Stock — Dividend
Alphabet Inc stock — Dividend
Amazon Stock — Dividend — Sold (part)
Amazon Stock — Sold (part)
Apache corporation stock — Dividend — Sold
Apple Inc. Stock — Dividend
Bank Amer Corp stock — Dividend — Buy
Berkshire Hathaway inc stock — Dividend
Boeing co stock — Dividend — Sold (part)
Boeing co stock — Sold
Blackstone Group inc stock — Dividend — Buy
Bristol Myers Squibb stock — Dividend — Buy
Broadcom LTD stock — Dividend
Caterpillar Inc stock — Dividend — Buy
Celgene Corp Stock — Dividend — Sold (part)
Celgene Corp Stock — Sold (part)
Celgene Corp Stock — Sold
Chevron Corp Stock — Dividend — Sold (part)
Chubb Corp Stock — Dividend — Sold
Costco Whsl Corp stock — Dividend
CSX Corp stock — Dividend — Sold (part)
Disney Company stock — Dividend — Buy (add'l)
East West Bancorp Inc Stock — Dividend — Sold (part)
Enbridge Inc — Dividend
Exxon Mobil Corp Stock — Dividend
Facebook inc stock — Dividend — Buy
Facebook inc stock — Buy (add'l)
Fidelity Tr MSCI REIT ETF — Dividend
General Dynamics Corp stock — Dividend
General Electric Co Stock — Dividend
Gilead Sciences Inc Stock — Dividend
Global x mlp & energy infrastructure etf — Dividend — Buy (add'l)
Home Depot stock — Dividend — Buy (add'l)
Honeywell International stock — Dividend — Buy
Intel Corp Stock — Dividend — Sold (part)
Intuitive Surgical Inc stock — Dividend — Buy
JP Morgan Chase & Co. Stock — Dividend
Johnson & Johnson Stock — Dividend — Sold (part)
Kimberly Clark stock — Dividend — Buy
Linde PLC EUR stock — Dividend
Marathon Pete Corp stock — Dividend — Buy
Marvel Technology stock — Dividend — Buy
Mastercard inc stock — Dividend — Buy
Mastercard inc stock — Buy (add'l)
McDonalds Corp stock — Dividend
Medtronic PLC stock — Dividend — Buy (add'l)
Merk & Co stock — Dividend — Buy
Merk & Co stock — Buy (add'l)
Microsoft Corp stock — Dividend — Buy (add'l)
Mondelez International Inc stock — Dividend
Monster Beverage Corp Stock — Dividend
Netflix inc stock — Dividend — Sold
Nike inc stock — Dividend
Nucor Corp stock — Dividend
Oracle Corp Stock — Dividend — Sold (part)
Packaging Corp Amer Stock — Dividend — Sold (part)
Palo Alto Networks inc stock — Dividend — Buy
PayPal Holdings inc stock — Dividend — Buy
Pepsico Inc stock — Dividend
PPG INDS inc stock — Dividend
Procter & Gamble Co — Dividend
Prudential Financial stock — Dividend — Buy (add'l)
Prudential Financial stock — Sold
Salesforce.com stock — Dividend
SBA Communications Corp Stock — Dividend — Sold
Sherman WIlliams Co Stock — Dividend
Stryker Corp stock — Dividend — Buy
T-Mobile US stock — Dividend — Buy (add'l)
TJX companies stock — Dividend
Unilever stock — Dividend
United Technologies corp stock — Dividend — Buy (add'l)
United Health Group stock — Dividend
Verizon Communications stock — Dividend — Buy (add'l)
Verizon Communications stock — Buy (add'l)
Visa inc stock — Dividend
Walgreens Boots Alliance Inc stock — Dividend — Sold
Waste Management inc stock — Dividend — Buy (add'l)
Pfizer co stock — Dividend — Buy
Pfizer co stock — Sold
IBM stock — Dividend — Buy
IBM stock — Sold
EOG Res inc stock — Dividend — Buy
EOG Res inc stock — Sold
TRUST #3
Fifth Third Banksafe Trust Money Market Account — Interest
Schwab 1000 Index Fund — Dividend
Paducah Bank and Trust, Checking Account — Interest
BROKERAGE ACCOUNT #1
Wells Fargo Money Market Account — Interest
AT&T Stock — Dividend
Abbot Laboratories Stock — Dividend
Abbvie Inc Stock — Dividend
Archer Daniels Midland Stock — Dividend
Bristol Myers Squibb Stock* — Dividend — Buy (add'l)
Cegene Corp Stock* — Dividend — Merged (with line 8)
Cegene Corp Stock* — Sold
Chevron Corp Stock — Dividend
Comcast Corp Stock — Dividend
Corning Inc Stock — Dividend
Disney Stock — Dividend
Exxon Stock — Dividend
GE Stock — Dividend — Donated (part)
General Mills Stock — Dividend
Halliburton Co Stock — Dividend
Hasbro Inc Stock — Dividend
Intell Corp Stock — Dividend
IBM Stock — Dividend
McCormick & Co Inc Stock — Dividend
Merk & Co. Stock — Dividend
Microsoft Stock — Dividend
Oracle Corp Stock — Dividend
PNC Financial Services Stock — Dividend
Nuveen Invt Fds Inc Real Estate Secs Fund Cl A — Dividend
PIMCO FD PAC INVT MGMT, All Asst Fund Class C — Dividend
Principal Invs Fd Real Estate Secs Fd Cl A — Dividend
Principal Global Div Income Fd — Dividend
Proctor & Gamble Stock — Dividend
Southern Company Stock — Dividend
Vodafone Group Stock — Dividend
WAB TEC stock — Dividend — Spinoff (from line 16)
BROKERAGE ACCOUNT #1A
Kenton Cnty Ky Sch Dist Bond, 491089VN5 — Interest — Redeemed
KY St Ppty & Bldgs Bond, 49151E8F3 — Interest — Redeemed
Harris Cnty Tx Mun Util Bond, 414972UQ0 — Interest — Redeemed
Henry Cnty Ky Sch Dist Bond, 426569MF3 — Interest — Redeemed
Leitchfield KY RFDG SER Bond, 525439DV4 — Interest — Redeemed (part)
Leitchfield KY RFDG SER Bond, 525439DV4 — Redeemed
KY St Ppty & Bldgs Bond, 49151FLY4 — Interest
New Braunfels Tx CTF OBLG Bond, 642526KX4 — Interest — Redeemed
Harris Cnty Tx Mun Util Bond, 413956GB3 — Interest — Redeemed
Western Ky Univ Rvs Bond, 9585193P3 — Interest
Fayette Cnty Ky Sch Dist Bond, 312432UK1 — Interest
Hardin Cnty Ky Sch Dist Bond, 411873QM7 — Interest
Montgomery Cnty Tx Mun Bond, 613910RT7 — Interest — Redeemed
Washington DC Met Area Tran Auth Bond, 938782DX4 — Interest — Redeemed
Boone Cnty Ky Sch Dist Bond, 098825YV8 — Interest — Redeemed
Fayette Cnty Ky Sch Dist Fin Corp Bond, 31243UR6 — Interest
Miami Dade Cnty Fl W&S Bond, 59334DGQ1 — Interest
Harris Cnty Tx Mun Util Bond, 41421LCT3 — Interest
Brushy Creek Regl Util Auth Tx Bond, 117467EA4 — Interest
Ky St Ppty & Bldgs Commn Revs Bond, 49151FEE6 — Interest — Redeemed
Franklin Ky RFDG & Impt Pub Proj Bond, 353622AR4 — Interest — Redeemed
Ky St Ppty & Bldgs Commn Revs Bond, 49151E8R7 — Interest
Louisville & Jefferson Cnty Ky Met Swr Dist bond, 546589d58 — Interest — Redeemed
Kentucky Rural wtr fin corp pub pj rev bond, 49140mun7 — Interest
Louisville & Jeff Cnty swr dist bond, 546589rx2 — Interest
Ky St Ppty & Bildgs Commn Revs Bds, 49151FYS3 — Interest — Buy
Ky Rural WTR fin corp pub proj rev bds, 49140MN6N4 — Interest — Buy
KY St Ppty & Bldgs Commn Revs Bds, 49151FHF0 — Interest — Buy
Louisville & Jeff Cnty Ky Met Swr & Drain Bd, 546589RP9 — Interest — Buy
Louisville & Jeff Cnty Ky Met Swr & Drain bd, 546589RS3 — Interest — Buy
Ky St TPK Auth Econ Dev Rd Rev bd, 491552YD1 — Interest — Buy
Canyons Sch Dist Ut -Utah Sch Bd, 139078AU3 — Interest — Buy
Ky St Tpk Auth Econ Dev Rd Rev bd, 4915522XT7 — Interest — Buy
Ky St Tpk AuthEcon Dev Rd Rev bd, 491552ZA6 — Interest — Buy
Dallas Tx Wtrwks & Swr rev bd, 2354164X9 — Interest — Buy
Ky Assn of Cntys Fin Corp bd, 491196KB6 — Interest — Buy
Regional Trans Dist Co Sales Tax rev bd, 759136RK2 — Interest — Buy
BROKERAGE ACCOUNT #2
Industrial Select Sector SPDR fund — Dividend — Sold
Goldman Sachs ETF TR ETF — Dividend — Buy
Goldman Sachs ETF TR ETF — Buy (add'l)
Invesco TR Emerging Mkts Sov debt — Dividend
Ishares Russell 2000 fund — Dividend — Buy (add'l)
Ishares Russell 2000 fund — Buy (add'l)
Ishares Core MSCI emerging markets fund — Dividend — Buy (add'l)
Ishares Core MSCI emerging markets fund — Buy (add'l)
Ishares Core S&P Midcap fund — Dividend — Buy (add'l)
Ishares Core S&P 500 S&P 500 Index fund — Dividend — Buy (add'l)
Ishares Core S&P 500 S&P 500 Index fund — Sold (part)
Ishares Core US Aggregate Bond Fund — Dividend — Sold (part)
Ishares Core US Aggregate Bond Fund — Buy (add'l)
Ishares Core US Aggregate Bond Fund — Sold (part)
Ishares Core US Aggregate Bond Fund — Sold (part)
Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy
Ishares Edge MSCI Min Vol USA ETF — Buy (add'l)
Ishares S&P Midcap value fund — Dividend
Ishares S&P midcap growth fund — Dividend
Sector SPDR Technology Select fund — Dividend — Buy (add'l)
Sector SPDR Technology Select fund — Buy (add'l)
Select Sector SPDR Financial fund — Dividend
Select Sector SPDR Health Care fund — Dividend — Sold
Select Sector SPDR Consumer Discretionary fund — Dividend
SPDR Dow Jones Global Real Estate — Dividend — Sold
Vanguard FTSE Developed Mrks fund — Dividend — Sold (part)
Vanguard FTSE Developed Mrks fund — Buy (add'l)
Vanguard Index fds reas estate index* — Dividend — Sold
Vanguard Intl Equity Index emerging mrkts fund — Dividend — Sold (part)
Xtrackers USD High Yield Corp Bond Fund — Dividend — Buy
Vanguard Short Term Corp Bond fund — Dividend — Sold
Wells Fargo Money Market account X — Interest
IRA #1
Europacific Growth Fd, cl A — Dividend
Growth Fund America, Cl A — Dividend
New Economy Fund SBI Cl A — Dividend
Smallcap World Fd A — Dividend
Wash Mutl Invs Fd Inc, Cl A — Dividend
IRA #2
Wells Fargo Money Market account X — Interest
Golman Sachs ETF TR ETF US Large Cap — Dividend — Buy
Industrial Select Sector SPDR fund — Dividend — Sold
Invesco Emerging Mkts Soveriegn debt fund — Dividend
Ishares Russell 2000 fund — Dividend — Buy (add'l)
Ishares core msci emerging markets fund — Dividend — Buy (add'l)
Ishares Core S&P Midcap fund — Dividend
Ishares Core S&P 500 fund — Dividend — Buy (add'l)
Ishares Core S&P 500 fund — Sold (part)
Ishares Core US Aggregate Bond fund — Dividend — Sold (part)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Sold (part)
Ishares Core US Aggregate Bond fund — Sold (part)
Ishares Edge MSCI ETF Min Vol EUS ETF — Dividend — Buy
Ishares S&P Midcap 400 value fund — Dividend
Ishares S&P Midcap 400 growth fund — Dividend
SectorSPDR Tr Technology Select sector fund — Dividend — Buy (add'l)
Select Sector SPDR TR Financial fund — Dividend
Select Sector SPDR FD Health care fund — Dividend — Sold
Select Sector SPDR Fd consumer discretionary fund — Dividend
SPDR Dow Jones Global Real Estate fund — Dividend — Sold
Vanguard FTSE Develeoped Marktets fund — Dividend — Buy (add'l)
Vanguard FTSE Develeoped Marktets fund — Sold (part)
Vanguard Intl Equity Index fds ftse emerging markets — Dividend — Sold (part)
Vanguard Index fds real estate index fd — Dividend — Sold
Vanguard Short Term corp bond fund — Dividend — Sold
Xtrackers USD High Yield Corp Bond fund — Dividend — Buy
TRUST #1
Wells Fargo Money Mrkt Account — Int./Div.
Industrial Select Sector fund — Dividend — Sold
Goldman Sachs Active Beta US Large Cap Equity ETF — Dividend — Buy
Goldman Sachs Active Beta US Large Cap Equity ETF — Buy (add'l)
Invesco TR II Emerging MKTS Sovereign Debt (FKA Powershares Em Mar) — Dividend
Ishares Russell 2000 fund — Dividend
Ishares Core S&P MSCI Emerging Markets fund — Dividend — Buy (add'l)
Ishares Core S&P MSCI Emerging Markets fund — Buy (add'l)
Ishares core S&P Midcap fund — Dividend — Buy (add'l)
Ishares core S&P Midcap fund — Buy (add'l)
Ishares core S&P 500 fund — Dividend — Buy (add'l)
Ishares core S&P 500 fund — Sold (part)
Ishares core S&P 500 fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Dividend — Buy (add'l)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy
Ishares Edge MSCI Min Vol USA ETF — Buy (add'l)
Ishares IBOXX$ High Yield Corp Bond — Dividend
Ishares JP Morgan USD Emerging Markets Bond fund — Dividend — Buy (add'l)
Ishares JP Morgan USD Emerging Markets Bond fund — Sold (part)
Ishares MBS Fund — Dividend — Sold (part)
Ishares MBS Fund — Buy (add'l)
Sector SPDR Technology Select Sector fund — Dividend — Buy (add'l)
Sector SPDR Technology Select Sector fund — Buy (add'l)
Select Sector SPDR Financial fund — Dividend
Select Sector SPDR Health Care fund — Dividend — Sold
Select Sector SPDR Consumer Discretionary fund — Dividend
Spdr Dow Jones Global Real Estate fund — Dividend — Sold
Vanguard FTSE Developed Markets fund — Dividend — Buy (add'l)
Vanguard FTSE Developed Markets fund — Sold (part)
Vanguard FTSE Developed Markets fund — Buy (add'l)
Vanguard Index FDS Real Estate Index Fund (FKA Vanguard REIT Fund) — Dividend — Sold
Vanguard Intermediate Term Corp Bond fund — Dividend — Sold (part)
Vanguard Intermediate Term Corp Bond fund — Buy (add'l)
Vanguard Intermediate Term Corp Bond fund — Buy (add'l)
Vanguard Intermediate Term Corp Bond fund — Buy (add'l)
Vanguard INTL Equity Index Emerging Mrkts fund — Dividend — Sold (part)
Vanguard Short Term Corp Bd fund — Dividend — Sold (part)
Xtrackers USD High Yield Corp Bond fund — Dividend — Buy
Xtrackers USD High Yield Corp Bond fund — Buy (add'l)
TRUST #2
Well Fargo Money Mrkt Account — Interest
Industrial Select Sector SPDR — Dividend — Sold
Goldman Sachs ActiveBeta US Large Cacp Equity ETF — Dividend — Buy
Goldman Sachs ActiveBeta US Large Cacp Equity ETF — Buy (add'l)
Invesco TR II Emerging Mkts Sovereign Debt fund (FKA Powershares) — Dividend
Ishares Russell 2000 — Dividend
Ishares Core MSCI Emerging Markets fund — Dividend — Buy (add'l)
Ishares Core S&P Midcap fund — Dividend — Buy (add'l)
Ishares Core S&P Midcap fund — Buy (add'l)
Ishares core S&P 500 index fund — Dividend — Buy (add'l)
Ishares core S&P 500 index fund — Sold (part)
Ishares core S&P 500 index fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Dividend — Buy (add'l)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Core US Aggregate Bond fund — Buy (add'l)
Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy
Ishares Edge MSCI Min Vol USA ETF — Buy (add'l)
Ishares IBOXX$ High Yield Corp Bond fd — Dividend
Ishares Core MSCI Emerging MKTS fund — Dividend — Buy
Ishares JP Morgan USD Emerging Markets Bond fund — Dividend — Buy (add'l)
Ishares JP Morgan USD Emerging Markets Bond fund — Sold (part)
Ishares MBS MBB fund — Dividend — Sold (part)
Ishares MBS MBB fund — Buy (add'l)
Sector SPDR Tr Technology Select sector fund — Dividend — Buy (add'l)
Sector SPDR Tr Technology Select sector fund — Buy (add'l)
Select Sector SPDR TR Financial fund — Dividend
Select Sector SPDR fd health care — Dividend — Sold
Select Sector SPDR fd consumer discretionary — Dividend
SPDR Dow Jones Global Real Estate — Dividend — Sold
Vanguard FTSE Developed Markegts ETF fund — Dividend — Buy (add'l)
Vanguard FTSE Developed Markegts ETF fund — Sold (part)
Vanguard FTSE Developed Markegts ETF fund — Buy (add'l)
Vanguard Index Fds Real Estate Index fd (FKA Vanguard REIT fd) — Dividend — Sold
Vanguard Intermediate Term Corp bond fund — Dividend — Sold (part)
Vanguard Intermediate Term Corp bond fund — Buy (add'l)
Vanguard Intl Equity Index fds ftse emerging mkts — Dividend — Sold (part)
Vanguarde Short Term Corp Bond fd — Dividend — Sold (part)
Vanguarde Short Term Corp Bond fd — Buy (add'l)
Xtrackers USD High Yield Corp Bond fund — Distribution — Buy
Xtrackers USD High Yield Corp Bond fund — Buy (add'l)
401(k) #1
American Funds Income Fnd R3 — Dividend
Royal Crown Bottling Corp (2011 Appraisal) — Distribution
RC Transportation Co. (2010 Appraisal) — Distribution
Rental Agricultural Property, Henderson County, Ky ($57,036) — Rent
POP Investments, LLC (Aggregate Ownership Arrangement)
Trust Govt obligatiosn Tax Managed Fund — Interest — Buy (add'l)
Trust Govt obligatiosn Tax Managed Fund — Redeemed (part)
Trust Govt obligatiosn Tax Managed Fund — Redeemed (part)
Trust Govt obligatiosn Tax Managed Fund — Buy (add'l)
Trust Govt obligatiosn Tax Managed Fund — Buy (add'l)
Trust Govt obligatiosn Tax Managed Fund — Buy (add'l)
Trust Govt obligatiosn Tax Managed Fund — Redeemed (part)
Trust Govt obligatiosn Tax Managed Fund — Sold
Federated Government Obligation Premier Fd — Buy
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Redeemed (part)
Federated Government Obligation Premier Fd — Redeemed (part)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Redeemed (part)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federated Government Obligation Premier Fd — Buy (add'l)
Federal Home Ln Bks DEB — Interest — Buy
General Dynamics Corp Deb bond — Interest
Carmel In REDEV Auth Lease Rev bond — Interest
Columbus-Franklin Cnty Oh Fin Rev bond — Interest
Connecticut St Hlth & Ed Fac Rev Bond — Interest
Greene Cnty In Bldg Corp Rev bond — Interest
Missouri hlth & Ed Fac Rev bond — Interest
New Hope Tx Cult Ed FACS Fin Rev bond — Interest
New Jersey St Econ Dev Auth Rev bond — Interest — Matured
San Francisco City & Cnty txbl bond — Interest — Buy
South Washington Cnty Mn Ind bond — Interest
University Central Arkansas Rev bond — Interest
West Fargo ND Publ Schl Dist bond — Interest
Apple Inc Bond — Interest
Bank of New York Mellon Corp bond — Interest
Chevron Corp bond — Interest
Cisco Systems Inc bond — Interest
Disney Walt company new med deb bond — Interest
Exxon Mobil Corp bond — Interest
Intel Corp DEB bond — Interest
JP Morgan Chase DEB bond — Interest
Merck & Co DEB bond — Interest
Oracle Corp DEB bond — Interest
Pepsico Inc DEB bond — Interest
Phillip Morris Intl Inc DEB bond — Interest
Qualcomm Inc DEB bond — Interest
Simon Property Group LB DEB bond — Interest
Target Corp DEB bond — Interest
TJX Company inc DEB bond — Interest
Visa Inc DEB bond — Interest
Wells Fargo & Co DEB bond — Interest
Gabelli Dividend & Income PFD preferred stock — Int./Div.
Georgia Power Co PFD preferred stock — Int./Div.
Invesco Ex PFD ETF preferred stock — Int./Div.
Public Storage PFD preferred stock — Int./Div.
Franklin Templeton Global Bond Fund — Int./Div. — Sold
Janus Henderson Short Duration fund — Dividend — Sold
Fidelity Overseas fund — Dividend — Buy (add'l)
Fidelity Select Biotechnology Portfolio fund — Dividend — Sold
Invesco Oppenheimer Developing Markets fund — Dividend — Buy (add'l)
Vanguard Small cap Index investor class fund — Dividend — Sold (part)
Vanguard Small cap Index investor class fund — Sold (part)
Vanguard Small Cap Value ETF Fund* — Dividend
T Rowe Price Mid Cap Growth — Dividend — Buy (add'l)
T Rowe Price Mid Cap Growth — Buy (add'l)
Vanguard Explorer Fund — Dividend — Buy
Vanguard Explorer Fund — Buy (add'l)
Vanguard Explorer Fund — Buy (add'l)
Accenture stock — Dividend — Buy
Alibab Group Holding stock — Dividend — Buy
Alliant Corp Stock — Dividend
Alphabet Inc stock — Dividend
Amazon Stock — Dividend — Sold (part)
Amazon Stock — Sold (part)
Apache corporation stock — Dividend — Sold
Apple Inc. Stock — Dividend
Bank Amer Corp stock — Dividend — Buy
Berkshire Hathaway inc stock — Dividend
Boeing co stock — Dividend — Sold (part)
Boeing co stock — Sold
Blackstone Group inc stock — Dividend — Buy
Bristol Myers Squibb stock — Dividend — Buy
Broadcom LTD stock — Dividend
Caterpillar Inc stock — Dividend — Buy
Celgene Corp Stock — Dividend — Sold (part)
Celgene Corp Stock — Sold (part)
Celgene Corp Stock — Sold
Chevron Corp Stock — Dividend — Sold (part)
Chubb Corp Stock — Dividend — Sold
Costco Whsl Corp stock — Dividend
CSX Corp stock — Dividend — Sold (part)
Disney Company stock — Dividend — Buy (add'l)
East West Bancorp Inc Stock — Dividend — Sold (part)
Enbridge Inc — Dividend
Exxon Mobil Corp Stock — Dividend
Facebook inc stock — Dividend — Buy
Facebook inc stock — Buy (add'l)
Fidelity Tr MSCI REIT ETF — Dividend
General Dynamics Corp stock — Dividend
General Electric Co Stock — Dividend
Gilead Sciences Inc Stock — Dividend
Global x mlp & energy infrastructure etf — Dividend — Buy (add'l)
Home Depot stock — Dividend — Buy (add'l)
Honeywell International stock — Dividend — Buy
Intel Corp Stock — Dividend — Sold (part)
Intuitive Surgical Inc stock — Dividend — Buy
JP Morgan Chase & Co. Stock — Dividend
Johnson & Johnson Stock — Dividend — Sold (part)
Kimberly Clark stock — Dividend — Buy
Linde PLC EUR stock — Dividend
Marathon Pete Corp stock — Dividend — Buy
Marvel Technology stock — Dividend — Buy
Mastercard inc stock — Dividend — Buy
Mastercard inc stock — Buy (add'l)
McDonalds Corp stock — Dividend
Medtronic PLC stock — Dividend — Buy (add'l)
Merk & Co stock — Dividend — Buy
Merk & Co stock — Buy (add'l)
Microsoft Corp stock — Dividend — Buy (add'l)
Mondelez International Inc stock — Dividend
Monster Beverage Corp Stock — Dividend
Netflix inc stock — Dividend — Sold
Nike inc stock — Dividend
Nucor Corp stock — Dividend
Oracle Corp Stock — Dividend — Sold (part)
Packaging Corp Amer Stock — Dividend — Sold (part)
Palo Alto Networks inc stock — Dividend — Buy
PayPal Holdings inc stock — Dividend — Buy
Pepsico Inc stock — Dividend
PPG INDS inc stock — Dividend
Procter & Gamble Co — Dividend
Prudential Financial stock — Dividend — Buy (add'l)
Prudential Financial stock — Sold
Salesforce.com stock — Dividend
SBA Communications Corp Stock — Dividend — Sold
Sherman WIlliams Co Stock — Dividend
Stryker Corp stock — Dividend — Buy
T-Mobile US stock — Dividend — Buy (add'l)
TJX companies stock — Dividend
Unilever stock — Dividend
United Technologies corp stock — Dividend — Buy (add'l)
United Health Group stock — Dividend
Verizon Communications stock — Dividend — Buy (add'l)
Verizon Communications stock — Buy (add'l)
Visa inc stock — Dividend
Walgreens Boots Alliance Inc stock — Dividend — Sold
Waste Management inc stock — Dividend — Buy (add'l)
Pfizer co stock — Dividend — Buy
Pfizer co stock — Sold
IBM stock — Dividend — Buy
IBM stock — Sold
EOG Res inc stock — Dividend — Buy
EOG Res inc stock — Sold
TRUST #3
Fifth Third Banksafe Trust Money Market Account — Interest
Schwab 1000 Index Fund — Dividend
Spouse's income — 2019 — Sherman, Carter, Barnhart, PSC, Salary
Spouse's income — 2019 — Sherman, Carter, Barnhart, PSC, Salary
Vanguard Small Cap Value ETF fund, line 292 on this disclosure, should have been listed as "sold (part) rather than "sold" on line 256 of my 2018 disclosure.
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.