Cheryl Pollak
2020
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What was filed
584
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Morgan Lewis & Bockius - partnership
As filed
Vanguard 500 Index Fund (no control) — Interest
Rental Property (Kiawah Island, SC 2010 $1.8 million) — Rent
AB Discovery Growth Fund — Dividend — Sold (part)
AB Discovery Growth Fund — Buy (add'l)
AB Discovery Growth Fund — Sold (part)
AB Discovery Growth Fund — Buy (add'l)
AB Discovery Value Fund — Dividend — Buy (add'l)
AB Discovery Value Fund — Buy (add'l)
AB Discovery Value Fund — Buy (add'l)
AB Discovery Value Fund — Buy (add'l)
AB Discovery Value Fund — Buy (add'l)
AB Discovery Value Fund — Sold (part)
AB Discovery Value Fund — Buy (add'l)
AB Discovery Value Fund — Buy (add'l)
AB Emerging Markets Portfolio — Dividend — Buy (add'l)
AB High Income — Dividend — Buy
AB High Income — Buy (add'l)
AB High Income — Buy (add'l)
AB High Income — Buy (add'l)
AB High Income — Buy (add'l)
AB High Income — Buy (add'l)
AB High Income — Buy (add'l)
AB International Small Cap Portfolio — Dividend — Buy (add'l)
AB International Small Cap Portfolio — Buy (add'l)
AB International Stratetic Equities Portfolio — Dividend — Sold (part)
AB International Stratetic Equities Portfolio — Sold (part)
AB International Stratetic Equities Portfolio — Buy (add'l)
AB International Stratetic Equities Portfolio — Sold (part)
AB International Stratetic Equities Portfolio — Sold (part)
AB International Stratetic Equities Portfolio — Buy (add'l)
AB Small Cap Core Portfolio — Dividend — Buy (add'l)
AB Small Cap Core Portfolio — Buy (add'l)
AB Small Cap Core Portfolio — Buy (add'l)
AB Small Cap Core Portfolio — Sold (part)
AB Small Cap Core Portfolio — Sold (part)
AB Small Cap Core Portfolio — Sold (part)
AB Small Cap Core Portfolio — Buy (add'l)
AB Wealth Appreciation Strategy - Advisor Class — Dividend — Sold (part)
AB Wealth Appreciation Strategy - Advisor Class — Sold (part)
AB Wealth Appreciation Strategy - Advisor Class — Sold (part)
AB Wealth Appreciation Strategy - Advisor Class — Sold (part)
AB Wealth Appreciation Strategy - Advisor Class — Buy (add'l)
Adobe Inc. — Dividend — Sold (part)
AECOM — Dividend — Buy
AECOM — Buy (add'l)
AECOM — Buy (add'l)
AECOM — Buy (add'l)
AECOM — Buy (add'l)
AECOM — Buy (add'l)
Align Technology Inc. — Dividend — Buy
Align Technology Inc. — Buy (add'l)
Align Technology Inc. — Buy (add'l)
Alphabet Inc. Class A — Dividend
Alphabet Inc. Class C — Dividend — Buy (add'l)
Alphabet Inc. Class C — Buy (add'l)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Amazon.com Inc. — Dividend — Buy (add'l)
Amazon.com Inc. — Buy (add'l)
Amazon.com Inc. — Buy (add'l)
Amazon.com Inc. — Buy (add'l)
Amazon.com Inc. — Buy (add'l)
Amazon.com Inc. — Buy (add'l)
American Beacon — Dividend — Sold (part)
American Beacon — Buy (add'l)
American Campus Communities — Dividend — Buy
American Campus Communities — Buy (add'l)
American Campus Communities — Buy (add'l)
American Campus Communities — Buy (add'l)
American Campus Communities — Sold (part)
American Campus Communities — Buy (add'l)
American Campus Communities — Buy (add'l)
American Electric Power — Dividend — Sold (part)
American Electric Power — Sold (part)
American Electric Power — Sold (part)
Americold Realty Trust — Dividend — Buy
Americold Realty Trust — Sold (part)
AMG GW&K Small Cap — Dividend — Sold (part)
AMG GW&K Small Cap — Buy (add'l)
Anthem Inc. — Dividend — Buy (add'l)
Apple Inc. — Dividend — Sold (part)
Apple Inc. — Sold (part)
Apple Inc. — Sold (part)
Apple Inc. — Sold (part)
Apple Inc. — Sold (part)
Apple Inc. — Sold (part)
Apple Inc. — Sold (part)
Apple Inc. — Sold (part)
Apple Inc. — Sold (part)
Automatic Data Processing — Dividend — Buy (add'l)
Automatic Data Processing — Sold (part)
Automatic Data Processing — Sold (part)
Autozone — Dividend — Buy (add'l)
Autozone — Sold (part)
Bank of America — Dividend — Sold (part)
Bank of America — Sold (part)
Bank of America — Sold (part)
Bank of America — Buy (add'l)
Bank of America — Buy (add'l)
Bank of America — Buy (add'l)
Berkshire Hathaway Inc. — Dividend — Sold (part)
Berkshire Hathaway Inc. — Sold (part)
Berkshire Hathaway Inc. — Sold (part)
Berkshire Hathaway Inc. — Sold (part)
Berkshire Hathaway Inc. — Sold (part)
Berkshire Hathaway Inc. — Sold (part)
Berkshire Hathaway Inc. — Sold (part)
Berkshire Hathaway Inc. — Sold (part)
Berkshire Hathaway Inc. — Sold (part)
Bernstein New York Municipal Portfolio — Dividend — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Sold (part)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Sold (part)
Bernstein New York Municipal Portfolio — Sold (part)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Sold (part)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Sold (part)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Bernstein New York Municipal Portfolio — Buy (add'l)
Cisco Systems Inc. — Sold (part)
Bernstein Tax Managed International Portfolio — Dividend — Buy (add'l)
Bernstein Tax Managed International Portfolio — Sold (part)
Bernstein Tax Managed International Portfolio — Sold (part)
Bernstein Tax Managed International Portfolio — Sold (part)
Bernstein Tax Managed International Portfolio — Buy (add'l)
Bernstein Tax-Aware Overlay A Portfolio Class A - (no control) — Dividend — Buy (add'l)
Bernstein Tax-Aware Overlay A Portfolio Class A - (no control) — Buy (add'l)
Bernstein Tax-Aware Overlay A Portfolio Class A - (no control) — Buy (add'l)
Bernstein Tax-Aware Overlay A Portfolio Class A - (no control) — Buy (add'l)
Bernstein Tax-Aware Overlay N Portfolio Class 1 ((no control) — Dividend — Buy (add'l)
Bernstein Tax-Aware Overlay N Portfolio Class 1 ((no control) — Buy (add'l)
Biogen Inc. — Dividend — Sold
Blackrock High Yield — Dividend — Buy (add'l)
Blackrock High Yield — Sold (part)
Blackrock High Yield — Buy (add'l)
Blackrock Multi Asset INCM Port Inst. — Dividend — Buy (add'l)
Blackrock Multi Asset INCM Port Inst. — Buy (add'l)
Boeing Co. — Dividend — Sold (part)
Boeing Co. — Sold (part)
Boeing Co. — Sold (part)
Boeing Co. — Sold
Booking Holdings Inc. — Dividend — Sold (part)
Booking Holdings Inc. — Sold (part)
Booking Holdings Inc. — Sold (part)
Booking Holdings Inc. — Sold (part)
Booking Holdings Inc. — Sold (part)
Booz Allen Hamilton Holding — Dividend — Buy
Booz Allen Hamilton Holding — Buy (add'l)
Broadcom Inc. — Dividend — Buy (add'l)
Broadcom Inc. — Sold (part)
Broadcom Inc. — Sold (part)
Broadcom Inc. — Sold
Capital One Financial Corp. — Dividend — Sold
CBRE Group Inc. — Dividend — Buy (add'l)
CBRE Group Inc. — Sold (part)
CBRE Group Inc. — Sold (part)
CDW Corp. — Dividend — Buy (add'l)
Check Point Software Tech — Dividend — Sold (part)
Check Point Software Tech — Sold (part)
Check Point Software Tech — Sold
Chevron Corp. — Dividend — Sold (part)
Chevron Corp. — Sold (part)
Chevron Corp. — Sold (part)
Chevron Corp. — Sold (part)
Chevron Corp. — Sold (part)
Chevron Corp. — Buy (add'l)
Cintas Corp. — Dividend
Cisco Systems Inc. — Dividend — Sold (part)
Cisco Systems Inc. — Sold (part)
Cisco Systems Inc. — Sold (part)
Cisco Systems Inc. — Sold (part)
Cisco Systems Inc. — Sold
Citibank-Checking — Interest
Citibank Insured Money Mkt Acct. (IRA - CD) — Interest
Citibank Insured Money Mkt. Acct. (IRA - Solomon) — Interest
Citibank Insured Money Mkt Acct. (IRA) — Interest
Citibank-Insured Money Market — Interest
Citibank-Insured Money Market — Interest
Citigroup, Inc. — Dividend — Buy (add'l)
Citigroup, Inc. — Buy (add'l)
Citigroup, Inc. — Buy (add'l)
Citigroup, Inc. — Sold (part)
Citigroup, Inc. — Sold (part)
Citrix Systems Inc. — Dividend — Sold (part)
Citrix Systems Inc. — Buy (add'l)
Comcast Corp. — Dividend
Conocophilips — Dividend — Buy
Conocophilips — Sold (part)
Conocophilips — Sold (part)
Conocophilips — Buy (add'l)
Constellation Brands Inc. — Dividend — Sold
Costco Wholesale Corp. — Dividend — Sold (part)
Costco Wholesale Corp. — Sold (part)
Costco Wholesale Corp. — Sold (part)
Costco Wholesale Corp. — Sold (part)
Costco Wholesale Corp. — Sold (part)
CSX Corp. — Dividend — Buy
CSX Corp. — Buy (add'l)
CSX Corp. — Buy (add'l)
Cubesmart — Dividend — Buy (add'l)
Cubesmart — Buy (add'l)
Cubesmart — Sold (part)
Cubesmart — Sold (part)
Cubesmart — Sold (part)
Deckers Outdoors Corpl. — Dividend — Buy
Deckers Outdoors Corpl. — Buy (add'l)
Delta Air Lines, Inc. — Dividend — Sold (part)
Delta Air Lines, Inc. — Sold
DFA US Small Cap Port Inst. — Dividend — Sold (part)
DFA US Small Cap Port Inst. — Sold (part)
DFA US Small Cap Port Inst. — Buy (add'l)
Discovery Inc. — Dividend — Sold
Dodge & Cox Intl. Stock Fund — Dividend — Sold (part)
Dodge & Cox Intl. Stock Fund — Buy (add'l)
Dollar General Corp. — Dividend — Sold (part)
Dollar General Corp. — Sold (part)
Dollar General Corp. — Sold (part)
Dollar General Corp. — Sold (part)
Dollar General Corp. — Sold (part)
Dollar General Corp. — Sold (part)
Dollar General Corp. — Sold (part)
Eaton Corp. — Dividend — Buy (add'l)
Eaton Corp. — Buy (add'l)
Eaton Corp. — Buy (add'l)
Eaton Corp. — Buy (add'l)
Eaton Corp. — Buy (add'l)
Ebay Inc. — Dividend
Edwards Lifesciences — Dividend
Electronic Arts Inc. — Dividend — Buy (add'l)
Electronic Arts Inc. — Buy (add'l)
Electronic Arts Inc. — Buy (add'l)
Electronic Arts Inc. — Buy (add'l)
Electronic Arts Inc. — Sold (part)
Electronic Arts Inc. — Buy (add'l)
Electronic Arts Inc. — Buy (add'l)
Electronic Arts Inc. — Buy (add'l)
Eli Lilly & Co. — Dividend — Sold
EOG RES Inc. — Dividend — Sold (part)
EOG RES Inc. — Sold (part)
EOG RES Inc. — Sold (part)
EOG RES Inc. — Buy (add'l)
EOG RES Inc. — Buy (add'l)
EOG RES Inc. — Sold (part)
Everest Re Group Ltd. — Dividend — Sold (part)
Everest Re Group Ltd. — Sold (part)
Everest Re Group Ltd. — Sold (part)
Everest Re Group Ltd. — Sold (part)
Everest Re Group Ltd. — Sold
Exelon — Dividend
Exxon Mobil Corp. — Dividend — Buy
Exxon Mobil Corp. — Sold
F5 Networks Inc.bb — Dividend — Sold (part)
F5 Networks Inc.bb — Sold (part)
F5 Networks Inc.bb — Sold
Facebook Inc. — Dividend — Buy (add'l)
Facebook Inc. — Buy (add'l)
Facebook Inc. — Buy (add'l)
Facebook Inc. — Buy (add'l)
Facebook Inc. — Sold (part)
Facebook Inc. — Sold (part)
Facebook Inc. — Sold (part)
Facebook Inc. — Sold (part)
Facebook Inc. — Sold (part)
Fiserv Inc. — Dividend — Sold (part)
FNF Group — Dividend — Sold (part)
FNF Group — Sold (part)
FNF Group — Sold (part)
FNF Group — Sold (part)
FNF Group — Sold
Fidelity National Information — Dividend — Sold (part)
Fidelity National Information — Sold (part)
Fidelity National Information — Sold
Genpact Ltd. — Dividend — Buy
Genpact Ltd. — Buy (add'l)
Genpact Ltd. — Buy (add'l)
Genpact Ltd. — Buy (add'l)
Gilead Sciences Inc. — Dividend — Sold (part)
Gilead Sciences Inc. — Sold (part)
Gilead Sciences Inc. — Sold (part)
Gilead Sciences Inc. — Sold
Goldman Sachs Group Inc. — Dividend — Buy (add'l)
Goldman Sachs Group Inc. — Buy (add'l)
Goldman Sachs Group Inc. — Sold (part)
Goldman Sachs Group Inc. — Buy (add'l)
Goldman Sachs Group Inc. — Buy (add'l)
GP Strategies Corp. — None
Harding Loevner Int'l Eqty Port Inst. — Dividend — Sold (part)
Harding Loevner Int'l Eqty Port Inst. — Buy (add'l)
Harding Loevner Emerging Markets — Dividend — Buy (add'l)
Honeywell International Inc. — Dividend — Sold (part)
HP Inc. — Dividend — Sold
Ingersoll-Rand Inc. — Dividend — Buy
Intel Corp. — Dividend — Buy (add'l)
Intel Corp. — Buy (add'l)
Intel Corp. — Buy (add'l)
Intel Corp. — Sold (part)
Intel Corp. — Buy (add'l)
Intel Corp. — Buy (add'l)
Intel Corp. — Buy (add'l)
Intel Corp. — Sold (part)
Intel Corp. — Sold (part)
Interferon Sciences, Inc. — None
International Research Insight Series DBT — Dividend — Sold (part)
International Research Insight Series DBT — Sold (part)
International Research Insight Series DBT — Sold (part)
International Research Insight Series DBT — Sold (part)
Intuitive Surgical Inc. — Dividend — Sold (part)
Intuitive Surgical Inc. — Sold (part)
Invesco Oppenheimer Dev. Mkts — Dividend — Sold (part)
Invesco Oppenheimer Dev. Mkts — Buy (add'l)
Investment Company of America - Mutual Fund (American Fund) — Dividend — Sold (part)
IRA-Citibank-CD — Interest
IRA-Citibank-Money Market — Interest
IRA-Soloman - Treasury Bond — Interest
IShares MSCI EAFE Growth ETF — Dividend — Buy (add'l)
IShares MSCI EAFE Growth ETF — Sold (part)
IShares MSCI EAFE Emerging ETF Markets — Dividend — Sold
Ishares MSCI EAFE Value ETF — Dividend — Sold
Ishares Russell 1000 (X) — Dividend — Buy (add'l)
Ishares Russell 1000 (X) — Sold (part)
Ishares Russell 2000 ETF — Dividend — Buy
Ishares Russell 2000 ETF — Sold (part)
Johnson & Johnson — Dividend — Sold (part)
Johnson & Johnson — Buy (add'l)
Johnson & Johnson — Sold (part)
JP Morgan Chase & Co. — Dividend — Sold (part)
JP Morgan Chase & Co. — Sold (part)
JP Morgan Chase & Co. — Sold (part)
JP Morgan Chase & Co. — Sold (part)
JP Morgan Chase & Co. — Sold (part)
JP Morgan Chase & Co. — Sold (part)
JP Morgan Chase & Co. — Sold (part)
JP Morgan Chase & Co. — Buy (add'l)
JP Morgan Chase & Co. — Sold
KLA Corp. — Dividend — Buy
KLA Corp. — Buy (add'l)
KLA Corp. — Buy (add'l)
KLA Corp. — Buy (add'l)
KLA Corp. — Buy (add'l)
KLA Corp. — Sold (part)
KLA Corp. — Sold (part)
Knight-Swift Transportation — Dividend — Buy
Knight-Swift Transportation — Buy (add'l)
L3 Harris Technologies Inc. — Dividend — Buy (add'l)
L3 Harris Technologies Inc. — Buy (add'l)
L3 Harris Technologies Inc. — Buy (add'l)
L3 Harris Technologies Inc. — Buy (add'l)
L3 Harris Technologies Inc. — Buy (add'l)
L3 Harris Technologies Inc. — Sold (part)
LPL Investment Holding Inc. — Dividend — Buy
LPL Investment Holding Inc. — Buy (add'l)
LPL Investment Holding Inc. — Buy (add'l)
LPL Investment Holding Inc. — Buy (add'l)
LPL Investment Holding Inc. — Buy (add'l)
LPL Investment Holding Inc. — Sold (part)
Lyondellbasell Indu - CL A — Dividend — Buy (add'l)
Lyondellbasell Indu - CL A — Buy (add'l)
Lyondellbasell Indu - CL A — Buy (add'l)
Lyondellbasell Indu - CL A — Buy (add'l)
Lyondellbasell Indu - CL A — Sold (part)
Magna International Inc. — Dividend — Buy (add'l)
Magna International Inc. — Sold (part)
Magna International Inc. — Sold (part)
Masco Corp. — Dividend — Buy
McDonald's Corp. — Dividend — Sold (part)
McDonald's Corp. — Sold
Medtronic — Dividend — Buy (add'l)
Medtronic — Buy (add'l)
Medtronic — Buy (add'l)
Medtronic — Buy (add'l)
Medtronic — Sold (part)
Medtronic — Sold (part)
Merck & Co. Inc. — Dividend — Sold (part)
Merck & Co. Inc. — Sold (part)
Merck & Co. Inc. — Sold (part)
Merck & Co. Inc. — Sold (part)
Merck & Co. Inc. — Sold (part)
Merck & Co. Inc. — Sold (part)
Merck & Co. Inc. — Sold (part)
Merck & Co. Inc. — Sold (part)
Merck & Co. Inc. — Sold (part)
Microsoft Corp. — Dividend — Buy (add'l)
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Sold (part)
Microsoft Corp. — Sold (part)
Microsoft Corp. — Sold (part)
Mid-America Apartment — Dividend — Sold (part)
Mid-America Apartment — Sold (part)
Morgan Lewis & Bockius LLP, Firm Capital — Interest
Morgan Stanley — Dividend — Sold (part)
Morgan Stanley — Sold (part)
Morgan Stanley — Sold
Nextera Energy Inc. — Dividend — Buy (add'l)
Nextera Energy Inc. — Buy (add'l)
Nextera Energy Inc. — Buy (add'l)
Nextera Energy Inc. — Buy (add'l)
Nextera Energy Inc. — Buy (add'l)
Nike Inc. — Dividend — Sold (part)
Nisource Inc. — Dividend — Sold (part)
Nisource Inc. — Sold
Norfolk Southern Corp. — Dividend — Sold (part)
Norfolk Southern Corp. — Sold (part)
Northrop Grumman Corp. — Dividend — Sold (part)
Novo Nordisk A S ADR — Dividend — Sold (part)
Novo Nordisk A S ADR — Sold (part)
Novo Nordisk A S ADR — Sold
Nuveen New York Quality — Interest
NVIDIA — Dividend — Buy
NVIDIA — Buy (add'l)
NXP Semiconductors NV — Dividend — Buy
NXP Semiconductors NV — Buy (add'l)
NXP Semiconductors NV — Buy (add'l)
NXP Semiconductors NV — Sold (part)
NXP Semiconductors NV — Buy (add'l)
NXP Semiconductors NV — Buy (add'l)
NXP Semiconductors NV — Buy (add'l)
NXP Semiconductors NV — Buy (add'l)
Oakmark Int'l Fd Inv. — Dividend — Buy
Oakmark Int'l Fd Inv. — Sold
Oracle Corp. — Dividend — Sold (part)
Oracle Corp. — Sold (part)
Paypal Holdings Inc. — Dividend — Sold (part)
Paypal Holdings Inc. — Sold (part)
Paypal Holdings Inc. — Sold (part)
Pepsico Inc. — Dividend — Sold (part)
Pepsico Inc. — Sold (part)
Pepsico Inc. — Sold (part)
Pepsico Inc. — Sold (part)
Pepsico Inc. — Sold (part)
Pfizer Inc. — Dividend — Buy (add'l)
Pfizer Inc. — Sold (part)
Pfizer Inc. — Sold (part)
Pfizer Inc. — Sold (part)
Pfizer Inc. — Sold (part)
Pfizer Inc. — Sold (part)
Pfizer Inc. — Sold (part)
Pfizer Inc. — Sold (part)
Phillips 66 — Dividend — Sold (part)
Phillips 66 — Sold
Pimco Enhanced SHRT Maturity Actv ETF — Dividend — Buy
Pimco Foreign Bond Fund Institutional — Dividend
Pimco High Yield Fund — Dividend — Buy (add'l)
Pimco Int'l. Bond US Dollar Hedge Inst. — Dividend — Buy (add'l)
Pinnacle West Capital — Dividend — Buy
Pinnacle West Capital — Buy (add'l)
Pinnacle West Capital — Buy (add'l)
PNC Financial Services Group — Dividend — Buy (add'l)
PNC Financial Services Group — Buy (add'l)
PNC Financial Services Group — Buy (add'l)
PNC Financial Services Group — Buy (add'l)
PNC Financial Services Group — Sold (part)
PNC Financial Services Group — Buy (add'l)
PNC Financial Services Group — Buy (add'l)
PNC Financial Services Group — Buy (add'l)
Procter & Gamble — Dividend — Sold (part)
Procter & Gamble — Buy (add'l)
Procter & Gamble — Buy (add'l)
Procter & Gamble — Buy (add'l)
Progressive Corp. — Dividend — Buy (add'l)
Progressive Corp. — Sold (part)
Prologis Inc. — Dividend — Buy
Qualcomm Inc. — Dividend — Buy
Qualcomm Inc. — Buy (add'l)
Qualcomm Inc. — Buy (add'l)
Qualcomm Inc. — Buy (add'l)
Qualcomm Inc. — Buy (add'l)
Raytheorn Technologies (formerly Raytheon Company) — Dividend — Buy (add'l)
Raytheorn Technologies (formerly Raytheon Company) — Buy (add'l)
Raytheorn Technologies (formerly Raytheon Company) — Buy (add'l)
Raytheorn Technologies (formerly Raytheon Company) — Buy (add'l)
Raytheorn Technologies (formerly Raytheon Company) — Sold (part)
Raytheorn Technologies (formerly Raytheon Company) — Sold (part)
Raytheorn Technologies (formerly Raytheon Company) — Sold (part)
REF Partners LP — Dividend
Regency Centers Corp. — Dividend — Sold (part)
Regency Centers Corp. — Sold
Regeneron Pharmaceuticals — Dividend
Reinsurance Group of America — Dividend — Buy (add'l)
Reinsurance Group of America — Buy (add'l)
Reinsurance Group of America — Buy (add'l)
Reinsurance Group of America — Sold (part)
Roche Hldg. Ltd. Sponsored ADR — Dividend — Buy (add'l)
Roche Hldg. Ltd. Sponsored ADR — Sold (part)
Roche Hldg. Ltd. Sponsored ADR — Buy (add'l)
Roche Hldg. Ltd. Sponsored ADR — Buy (add'l)
Roche Hldg. Ltd. Sponsored ADR — Buy (add'l)
Roche Hldg. Ltd. Sponsored ADR — Buy (add'l)
Ross Stores Inc. — Dividend — Sold (part)
Ross Stores Inc. — Sold (part)
Ross Stores Inc. — Sold (part)
Ross Stores Inc. — Sold (part)
Ross Stores Inc. — Sold (part)
Ross Stores Inc. — Sold (part)
Royal Dutch Shell — Dividend — Buy (add'l)
Royal Dutch Shell — Sold (part)
Royal Dutch Shell — Sold (part)
Royal Dutch Shell — Sold (part)
Royal Dutch Shell — Buy (add'l)
Royal Dutch Shell — Sold
Southwest Airlines Co. — Dividend — Buy
Southwest Airlines Co. — Buy (add'l)
Southwest Airlines Co. — Buy (add'l)
Southwest Airlines Co. — Buy (add'l)
Schwab Breckinridge (no control) — Interest
Schwab Gov't Money Fund — Dividend
Schwab S&P 500 Index — Dividend — Sold (part)
Schwab S&P 500 Index — Buy (add'l)
Schwab US Treasury Money Inv. — Dividend — Buy
Schwab Value Advantage Money Fund — Dividend — Sold (part)
Starbucks Corp. — Dividend — Sold (part)
Sun Communities Inc. — Dividend — Sold
Synchrony Financial — Dividend — Sold (part)
Synchrony Financial — Sold (part)
Synchrony Financial — Sold (part)
Synchrony Financial — Sold (part)
Synchrony Financial — Sold (part)
Synchrony Financial — Sold
Take-Two Interactive Software — Dividend — Buy
Take-Two Interactive Software — Buy (add'l)
T-Mobile US Inc. — Dividend — Sold (part)
T-Mobile US Inc. — Sold (part)
T-Mobile US Inc. — Sold (part)
Texas Instruments Inc. — Dividend — Buy (add'l)
TJX Companies Inc. — Dividend — Sold (part)
TJX Companies Inc. — Sold (part)
TJX Companies Inc. — Buy (add'l)
U.S. Savings Bonds — Interest
U.S. Treasury Bills — Interest
US Bancorp. — Dividend — Sold
US Foods Holding Corp. — Dividend — Buy (add'l)
US Foods Holding Corp. — Sold
Unitedhealth Group Inc. — Dividend — Buy (add'l)
Unitedhealth Group Inc. — Sold (part)
Unitedhealth Group Inc. — Buy (add'l)
Unitedhealth Group Inc. — Sold (part)
United Rentals Inc. — Dividend — Buy
United Rentals Inc. — Buy (add'l)
United Rentals Inc. — Buy (add'l)
United Rentals Inc. — Buy (add'l)
Valero Energy Corp. — Dividend — Buy
Valero Energy Corp. — Buy (add'l)
Valero Energy Corp. — Sold (part)
Vanguard Interm Term Tax Exempt Fd Admiral Share — Dividend — Sold (part)
Vanguard Interm Term Tax Exempt Fd Admiral Share — Sold (part)
Vanguard Interm Term Tax Exempt Fd Admiral Share — Buy (add'l)
Vanguard US Growth Fd Admiral Share — Dividend
Vanguard Windsor Fund Admiral Share — Dividend — Sold (part)
Vanguard Windsor Fund Admiral Share — Sold (part)
Vanguard Windsor II Fd Admiral Share — Dividend — Buy
Vertex Pharmaceuticals Inc. — Dividend — Buy (add'l)
Vertex Pharmaceuticals Inc. — Buy (add'l)
Viatris Inc. — Dividend — Sold (part)
Visa Inc. — Dividend
VMWARE Inc. — Dividend — Buy
VMWARE Inc. — Buy (add'l)
VMWARE Inc. — Buy (add'l)
VMWARE Inc. — Sold (part)
Wal-mart Stores Inc. — Dividend — Sold (part)
Wal-mart Stores Inc. — Buy (add'l)
Walt Disney Co. — Dividend — Sold (part)
Walt Disney Co. — Sold (part)
Walt Disney Co. — Sold (part)
Westlake Chemical Corp. — Dividend — Buy (add'l)
Westlake Chemical Corp. — Buy (add'l)
Westlake Chemical Corp. — Sold (part)
Westlake Chemical Corp. — Sold (part)
Xerox Holdings Corp.(formally Xerox Corp.) — Dividend — Sold (part)
Xerox Holdings Corp.(formally Xerox Corp.) — Sold
Xilinx Inc. — Dividend — Sold (part)
Xilinx Inc. — Sold (part)
Zoetis Inc. — Dividend
Spouse's income — 2020 — Morgan Lewis & Bockius - partnership
Page 10 of 40 - Line 111; Bernstein New York Municipal Portfolio - The accounting firm made this transaction at the end of the calendar year and it didn't get
reflected until this year.
Page 23 of 40 - Line 328 - Ishares MSCI EAFE Emerging ETF Markets and Page 23 of 40 - Line 329 - Ishares MSCI EAFE Value ETF were reported as a
partial sale on the 2019 Finacial Diclosure Report when in fact they were a complete sale.
Page 36 of 40 - Line 559; Vanguard Morgan Growth Fund Admiral Share was merged into Vanguard U.S. Growth Fund Admiral Share.
Page 37 of 40 - Line 565; On 11/6/2020 Pfizer Inc. had a spin-off called Viatris Inc.
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In the 2019 Finacial Disclosure Report, page 20 of 33 - line 286 Morgan Stanley and Line 287 Morgan Stanley NY Municipal -- these holdings here listed
separately when they should have been listed under one entry. Morgan Stanley has been corrected in this report.
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.