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Pull out the substance of this filing.

What was filed

  • 238

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 4

    spouse income

Named parties

  • Public Safety Commissioner
  • Posse Foundation Chicago
  • Thompson Reuters (payment for editing chapters in a treatice)
  • Northwestern Medical Faculty Foundation
  • Interventional Consultants, LLC
  • U.S. Government - Department of Veteran's Affairs
  • Great Elm EME, Inc.

As filed

Fidelity Ginnie Mae Mutual Fund — Dividend

Fidelity Magellan Mutual Fund (monthly purchase of $250) — Dividend

Fidelity Low Priced Stock Mutual Fd. (monthly purchase $250) — Dividend

Fidelity Municipal Money Market Account — Interest

Chase (Cash Accounts) — Interest

Abbott Laboratories Common Stock — Dividend — Sold (part)

Abbott Laboratories Common Stock — Sold (part)

Fidelity Contrafund (Monthly purchase of $250) — Dividend

Fidelity Select Biotech — None

McDonalds Corp. CS — Dividend

Ameriprise Insured Money Market — Interest

Fidelity Strategic Dividend/Income — Dividend

529 Unique College Investing Plan (age based) — Interest

Fidelity Health Care Services — Dividend

Fidelity Balanced — Dividend

Bayer — Dividend

Manchester United — Dividend

Invesco American Franchise Mutual Fund — Dividend

Invesco European Growth Fund — Dividend

Facebook — None — Buy (add'l)

Facebook — Buy (add'l)

Facebook — Buy (add'l)

Facebook — Buy (add'l)

Facebook — Buy (add'l)

Facebook — Buy (add'l)

Palo Alto Networks — None

Chevron — None — Sold

JP Morgan — Dividend — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

JP Morgan — Sold (part)

Lennar — Dividend — Sold (part)

Post — None — Sold (part)

Union Pacific Railroad — Dividend

Fidelity Gov't Cash Reserves — Interest

Alphabet Inc. Cap Stk Class A — Dividend — Buy (add'l)

Alphabet Inc. Cap Stk Class A — Buy (add'l)

Amazon — None — Buy (add'l)

Amazon — Buy (add'l)

Apple Inc. — Dividend — Buy (add'l)

Apple Inc. — Buy (add'l)

Apple Inc. — Buy (add'l)

Apple Inc. — Buy (add'l)

Berkshire Hathaway Inc. B — None — Sold (part)

Berkshire Hathaway Inc. B — Sold (part)

Berkshire Hathaway Inc. B — Sold (part)

Berkshire Hathaway Inc. B — Sold (part)

Berkshire Hathaway Inc. B — Sold (part)

Clorox Co. — Dividend — Buy (add'l)

Clorox Co. — Buy (add'l)

Clorox Co. — Buy (add'l)

Clorox Co. — Sold (part)

Clorox Co. — Sold (part)

Goldman Sachs Group Inc. — Dividend — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Goldman Sachs Group Inc. — Sold (part)

Starbucks Corp. — Dividend — Sold (part)

Starbucks Corp. — Sold (part)

Visa Inc. — Dividend — Sold (part)

Visa Inc. — Sold (part)

Visa Inc. — Sold (part)

Select Sector Spdr Tr Health Care — Dividend — Sold (part)

Vanguard Target 2030 — Dividend — Sold

Vanguard Index FDS/Vanguard Growth ETF — Dividend — Buy (add'l)

Vanguard Index FDS/Vanguard Growth ETF — Buy (add'l)

Vanguard Index FDS/Vanguard Growth ETF — Buy (add'l)

Vanguard Index FDS/Vanguard Growth ETF — Buy (add'l)

Vanguard Index FDS/Vanguard Growth ETF — Buy (add'l)

Vanguard Index FDS/Vanguard Small Cap Fund — Dividend — Sold (part)

Vanguard Specialized Funds Div App ETF — Dividend

Morgan Stanley CD — Interest

Vanguard Index Funds High Dividend Yield — Dividend — Buy (add'l)

Vanguard Index Funds High Dividend Yield — Sold (part)

Vanguard Index Funds High Dividend Yield — Sold (part)

Vanguard Index Funds High Dividend Yield — Sold (part)

Vanguard Index Funds High Dividend Yield — Sold (part)

Vanguard Index Funds High Dividend Yield — Sold (part)

Amgen Inc. — Dividend — Sold

EOG Energy — Dividend — Sold

Freeport McMoran — Dividend — Sold

JP Morgan Growth & Income Fund — Dividend

PNC Financial — Dividend — Sold (part)

Fidelity Cash Reserves — Interest

SPDR S&P Dividend ETF — Dividend — Sold (part)

Vanguard Whitehall FDS High Dividend 30K — Dividend

Vanguard Index Funds Vanguard Value EFT — Dividend — Sold (part)

Vanguard Index Funds Vanguard Value EFT — Sold (part)

Vanguard Bond Index Total Bond Market ETF — Dividend — Buy (add'l)

Vanguard Bond Index Total Bond Market ETF — Sold (part)

Ishares Core US Aggregate Bond ETF — Interest — Buy (add'l)

Ishares Core US Aggregate Bond ETF — Sold (part)

Ishares Core US Aggregate Bond ETF — Sold (part)

Fidelity Gov Money Market — Interest

Tetro-Westwood Mighty Mites — Dividend

Citigroup — None — Sold

Walt Disney Company — Dividend — Sold (part)

Walt Disney Company — Buy (add'l)

Vanguard Hi Yield Corp. Admiral — Dividend — Buy (add'l)

Vanguard Hi Yield Corp. Admiral — Sold (part)

Vanguard Small Cap Growth — Dividend — Sold (part)

Vanguard Imax FDS Vang. Growth — Dividend

Microsoft — Dividend — Buy (add'l)

Microsoft — Buy (add'l)

Microsoft — Buy (add'l)

Microsoft — Buy (add'l)

Nike Inc. — Dividend

Paypal Hldgs Inc. — None — Buy (add'l)

Paypal Hldgs Inc. — Buy (add'l)

Paypal Hldgs Inc. — Buy (add'l)

Paypal Hldgs Inc. — Buy (add'l)

Paypal Hldgs Inc. — Buy (add'l)

Paypal Hldgs Inc. — Buy (add'l)

Paypal Hldgs Inc. — Buy (add'l)

Paypal Hldgs Inc. — Buy (add'l)

Salesforce.com, Inc. — None — Buy (add'l)

Salesforce.com, Inc. — Sold (part)

Slack — None — Sold

Blackrock Municple Fund` — Interest

Bunge Limited — None

Marvel Entertainment — None

Federated Prime Obligation Money Market — Interest

Vanguard ETF Small Cap Fund — Dividend — Buy (add'l)

State Street Corp — None — Sold

Goldman Sachs CD — Interest

Etsy Inc. — None — Sold

Centene Corp. — Dividend

Zoetis Inc. — Dividend — Buy (add'l)

Zoetis Inc. — Buy (add'l)

Zoetis Inc. — Buy (add'l)

Zoetis Inc. — Buy (add'l)

Zoetis Inc. — Buy (add'l)

Zoetis Inc. — Buy (add'l)

Zoetis Inc. — Buy (add'l)

Zoetis Inc. — Buy (add'l)

Zoetis Inc. — Buy (add'l)

Scotts Miracle-Gro Co — Dividend — Buy (add'l)

Scotts Miracle-Gro Co — Buy (add'l)

Scotts Miracle-Gro Co — Buy (add'l)

Scotts Miracle-Gro Co — Buy (add'l)

Scotts Miracle-Gro Co — Buy (add'l)

Scotts Miracle-Gro Co — Buy (add'l)

Scotts Miracle-Gro Co — Buy (add'l)

ServiceMaster Global Holdings, Inc. — None — Sold

Hilton Grand Vacations Inc. — None — Sold (part)

Hilton Worldwide Holdings Inc. — Dividend — Sold (part)

Park Hotels & Resorts — Dividend — Buy

Park Hotels & Resorts — Sold

Adobe, Inc. — None — Buy (add'l)

Adobe, Inc. — Buy (add'l)

Adobe, Inc. — Buy (add'l)

Adobe, Inc. — Buy (add'l)

Adobe, Inc. — Buy (add'l)

Adobe, Inc. — Buy (add'l)

Adobe, Inc. — Buy (add'l)

Adobe, Inc. — Buy (add'l)

Alphabet Inc. Cap Stock — None

DocuSign — None — Buy (add'l)

DocuSign — Buy (add'l)

DocuSign — Buy (add'l)

DocuSign — Buy (add'l)

DocuSign — Buy (add'l)

DocuSign — Buy (add'l)

DocuSign — Buy (add'l)

DocuSign — Buy (add'l)

DocuSign — Buy (add'l)

DocuSign — Buy (add'l)

Nvidia — Dividend — Buy (add'l)

Nvidia — Buy (add'l)

Nvidia — Buy (add'l)

Nvidia — Buy (add'l)

Nvidia — Buy (add'l)

Nvidia — Buy (add'l)

Nvidia — Buy (add'l)

SPDR Ser. TR S&P Co. — None — Sold (part)

SPDR Ser. TR S&P Co. — Sold (part)

Square Inc. CLA — None — Buy

Square Inc. CLA — Buy (add'l)

Square Inc. CLA — Buy (add'l)

Square Inc. CLA — Buy (add'l)

Square Inc. CLA — Buy (add'l)

Square Inc. CLA — Buy (add'l)

Tesla Inc. — None — Buy

Tesla Inc. — Buy (add'l)

Tesla Inc. — Buy (add'l)

Tesla Inc. — Buy (add'l)

Zebra Technologies Corp. — None — Buy

Zebra Technologies Corp. — Buy (add'l)

Zebra Technologies Corp. — Buy (add'l)

Zebra Technologies Corp. — Buy (add'l)

Zebra Technologies Corp. — Buy (add'l)

Zebra Technologies Corp. — Buy (add'l)

Zebra Technologies Corp. — Buy (add'l)

Zebra Technologies Corp. — Buy (add'l)

Zebra Technologies Corp. — Buy (add'l)

Teva Pharmaceuticals — None — Buy

American Barrick Resources Corp. — Dividend — Buy

Caterpillar Inc. — Dividend — Buy

The Coca-Cola Company — Dividend — Buy

The Trade Desk — None — Buy

The Trade Desk — Buy (add'l)

The Trade Desk — Sold (part)

Trane Technologies — None — Buy

Ulta Beauty — None — Buy

Square — None — Buy

Moderna — None — Buy

Moderna — Buy (add'l)

AudioCodes Ltd. — Dividend — Buy

AudioCodes Ltd. — Sold

SPDR S&P Biotech ETF — Dividend — Buy

SPDR S&P Biotech ETF — Buy (add'l)

Vanguard Dividend Appreciation ETF — Dividend — Buy

Vanguard Dividend Appreciation ETF — Sold (part)

Vanguard Dividend Appreciation ETF — Sold (part)

Vanguard Dividend Appreciation ETF — Sold (part)

Vanguard High Yield Tax Exempt — Dividend — Buy

Vanguard High Yield Tax Exempt — Sold (part)

I-Share S&P Mid Cap 400 Growth Fund — Dividend — Buy

I-Share S&P Mid Cap 400 Growth Fund — Sold (part)

Fidelity Growth Co. (See Note 1 in Part VIII) — Dividend — Buy

Ariel Appreciation Fund Investor Class (See Note 1 in Part VIII) — Dividend — Buy

Vanguard Small-Cap Index Fund Inst. Shares (See Note 1, Part VIII) — Dividend — Buy

Member, Public Safety Commissioner

Board Member, Posse Foundation Chicago

Income — 2020 — Thompson Reuters (payment for editing chapters in a treatice) — $3,633.36

Spouse's income — 2020 — Northwestern Medical Faculty Foundation

Spouse's income — 2020 — Interventional Consultants, LLC

Spouse's income — 2020 — U.S. Government - Department of Veteran's Affairs

Spouse's income — 2020 — Great Elm EME, Inc.

Notes

1. My spouse's employer makes automatic contributions to this fund as part of his retirement.

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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Amy J. St. Eve | Frix