Claria Horn Boom

What was filed

409
investments
3
positions
0
gifts
0
agreements
5
debts
0
reimbursements
0
income
1
spouse income

Named parties

Transylvania University Board of Regents
Jasper H. Properties, LLC
Claria Horn Boom Revocable Trust
Republic Bank and Trust
Old National Bank
Field & Main Bank
Limestone Bank
Sterling Bank
Denny Boom, Buzz Oates Construction, Consulting Fees

As filed

Charles Schwab Bank Deposit Account — Interest

Campbell & Kenton Cnty KY Rev — Interest

Fayette Cnty KY Sch Dist Fin Corp Rev — Interest

Greenville KY GO — Interest

Hardin Cnty KY Wtr Dist #002 — Interest

Jefferson Cnty KY Sch Dist Ser A Rev — Interest

KY Infrastructure Auth R — Interest

KY St Turnpike Ref Rev preref @100 orig 7-1-26 — Interest

Lexington Fayette Urban Cnty KY Ref GO — Interest

Louisville & Jefferson Cnty Ky GO — Interest

Louisville & Jefferson Cnty KY Met Swr Dist Rev — Interest

Louisville & Jefferson Cnty KY Rev — Interest

Marshall Cnty KY Sch Dist Fin — Interest

Morehead St Univ Ky Gen Rcpts — Interest

Murray KY St Univ Gen Recpts Rev — Interest

Northern KY Univ Revs — Interest — Sold

Paducah KY GO — Interest

Russell Cnty Publc Library Dist KY GO — Interest

Scott Cnty KY Sch Dist Fin Corp Rev — Interest

U S Treasury Bills — Interest — Buy

U S Treasury Bills — Sold

Univ Of KY Gen Recpts Rev — Interest

Warren Cnty KY GO — Interest

Winchester KY Util Sys Rev — Interest

Apple Inc — Dividend — Buy (add'l)

Apple Inc — Buy (add'l)

Apple Inc — Sold (part)

Apple Inc — Buy (add'l)

AbbVie Inc — Dividend — Buy (add'l)

AbbVie Inc — Buy (add'l)

Adobe Systems — Dividend

Analog Devices — Dividend — Buy (add'l)

Ameren — Dividend — Sold (part)

Ameren — Sold

iShares Core Total U.S. Bond Mkt ETF — Dividend — Sold (part)

Arthur J. Gallagher & Co — Dividend — Buy

Allstate — Dividend — Buy (add'l)

Ametek — Dividend — Buy

Ametek — Buy (add'l)

Amgen — Dividend

Ameriprise Financial — Dividend

Amazon.com — Dividend — Buy (add'l)

Amazon.com — Buy (add'l)

Aon Corp — Dividend — Buy

Broadcom LTD — Dividend — Buy (add'l)

Broadcom LTD — Buy (add'l)

Broadcom LTD — Sold (part)

Avery Dennison — Dividend — Buy (add'l)

Avery Dennison — Buy (add'l)

Boeing — Dividend — Sold (part)

Alibaba Group Holdings Ltd. Spon ADR — Dividend

Best Buy — Dividend — Buy

Best Buy — Buy (add'l)

Best Buy — Sold (part)

Brighthouse Financial Inc — Dividend

BHP Billiton Ltd-Sponsored ADR — Dividend

BlackRock — Dividend

Bristol-Myers Squibb — Dividend

BNP Paribas - ADR — Dividend — Sold

Boston Properties — Dividend — Buy

Citigroup — Dividend — Sold (part)

Citigroup — Sold

CACI International — Dividend — Sold (part)

Carrier Global Corp Ordinary Shares — Dividend — Buy

Chubb Corp — Dividend

Celanese Corp Series A — Dividend — Sold (part)

Citizens Financial Group Inc — Dividend — Sold (part)

Citizens Financial Group Inc — Buy (add'l)

Checkpoint Software — Dividend

Comcast Cl A — Dividend

CMS Energy — Dividend

Columbia Banking — Dividend

Credit Suisse Group — Dividend — Buy

Credit Suisse Group — Buy (add'l)

Cisco Systems — Dividend — Buy (add'l)

Cisco Systems — Buy (add'l)

Cisco Systems — Sold (part)

Corteva Inc — Dividend

Central Valley Community Bancorp — Dividend

Chevron Corp — Dividend — Buy (add'l)

Chevron Corp — Sold (part)

Dana Incorporated — Dividend — Buy

Dana Incorporated — Buy (add'l)

Danone ADR — Dividend — Sold

DuPont de Nemours Inc — Dividend — Sold

Dell Technologies Inc Class C — Dividend — Buy

Diageo — Dividend

Walt Disney — Dividend — Buy (add'l)

Digital Realty Trust Inc. — Dividend — Buy (add'l)

Digital Realty Trust Inc. — Sold (part)

Digital Realty Trust Inc. — Buy (add'l)

Dow Inc — Dividend — Sold

WisdomTree DEFA ETF — Dividend — Sold

Electronic Arts — Dividend — Buy

Electronic Arts — Sold (part)

Electronic Arts — Buy (add'l)

Airbus Group NV ADR — Dividend — Sold

Emerson Electric — Dividend — Sold

iShares MSCI Pacific ex Japan — Dividend

Eaton Corp PLC — Dividend — Buy (add'l)

Entergy — Dividend — Buy (add'l)

iShares MSCI Japan ETF — Dividend

iShares MSCI United Kingdom Index — Dividend

iShares MSCI EMU ETF — Dividend

Facebook, Inc. — Dividend — Buy (add'l)

Facebook, Inc. — Buy (add'l)

Facebook, Inc. — Sold (part)

Facebook, Inc. — Buy (add'l)

Facebook, Inc. — Sold (part)

FedEx Corp — Dividend

Ferguson Plc — Dividend — Buy

Ferguson Plc — Buy (add'l)

Fidelity National Information — Dividend — Sold (part)

Fidelity National Information — Sold

Fifth Third Bancorp — Dividend — Sold

Fortive Corp — Dividend — Buy

Fortive Corp — Buy (add'l)

Gilead Sciences — Dividend — Sold (part)

Gilead Sciences — Sold

Gaming & Leisure Pptys Com — Dividend — Sold

Alphabet Inc Class C — Dividend

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

Alphabet Inc Class A — Buy (add'l)

GlaxoSmithKline plc ADR — Dividend — Sold

Huntington Bancshares Inc — Dividend

Home Depot — Dividend — Buy (add'l)

Home Depot — Buy (add'l)

Harding Loevner Emerging Markets Advisor — Dividend

Harding Loevner Inst Emerging Markets — Dividend — Buy (add'l)

Harding Loevner Inst Emerging Markets — Buy (add'l)

Hoya Corp SA — Dividend — Sold (part)

Honeywell International Inc — Dividend — Buy (add'l)

Honeywell International Inc — Sold (part)

Honeywell International Inc — Buy (add'l)

Humana — Dividend — Buy (add'l)

Humana — Sold (part)

iShares Nasdaq Biotech Index — Dividend — Sold

iShares U.S. Oil Equipment & Services ETF — Dividend — Sold

Intel — Dividend

Illinois Tool Works — Dividend — Sold

iShares Russell 2000 ETF — Dividend — Buy

iShares Russell 2000 ETF — Buy (add'l)

Orix ADR — Dividend — Buy

Johnson Controls — Dividend — Buy

Johnson Controls — Buy (add'l)

Johnson & Johnson — Dividend — Buy (add'l)

Johnson & Johnson — Buy (add'l)

JPMorgan Chase and Company — Dividend — Sold (part)

JPMorgan Chase and Company — Buy (add'l)

JPMorgan U.S. Small Company Fund Inst — Dividend — Buy (add'l)

JPMorgan U.S. Small Company Fund Inst — Buy (add'l)

Keycorp — Dividend — Sold

Kingfisher PLC SA — Dividend — Buy

Kimberly Clark — Dividend

Kinder Morgan Inc — Dividend — Buy

Kinder Morgan Inc — Buy (add'l)

Kinder Morgan Inc — Sold (part)

Kinder Morgan Inc — Buy (add'l)

Kinder Morgan Inc — Sold (part)

Leggett & Platt — Dividend — Buy

Leggett & Platt — Buy (add'l)

Legrand SA Unsponsored ADR — Dividend — Buy

Legrand SA Unsponsored ADR — Buy (add'l)

Legrand SA Unsponsored ADR — Sold (part)

Lockheed Martin — Dividend — Buy

Las Vegas Sands — Dividend — Sold

Lloyds Banking Group PLC — Dividend — Sold

Mastercard Cl A — Dividend — Buy (add'l)

Mastercard Cl A — Buy (add'l)

Matthews Pacific Tiger Fund Inv Class — Dividend — Buy (add'l)

Marriott International CL A — Dividend — Sold

MASCO — Dividend — Buy

MASCO — Buy (add'l)

McDonalds — Dividend — Buy (add'l)

McDonalds — Sold (part)

Mondelez International — Dividend — Sold (part)

Mondelez International — Buy (add'l)

Mondelez International — Sold (part)

Medtronic PLC — Dividend

MetLife — Dividend

Matthews Pacific Tiger Fund Inst Class — Dividend — Buy (add'l)

Matthews Pacific Tiger Fund Inst Class — Buy (add'l)

McCormick & Co — Dividend

Altria Group — Dividend

Morrison Street Debt Opportunities Fund II — Dividend

Merck — Dividend — Buy (add'l)

Merck — Sold (part)

Merck — Buy (add'l)

Morgan Stanley — Dividend — Buy

Morgan Stanley — Buy (add'l)

Microsoft — Dividend — Sold (part)

Microsoft — Sold (part)

Microsoft — Buy (add'l)

Motorola Solutions — Dividend

Nextera Energy Inc — Dividend — Buy (add'l)

Nextera Energy Inc — Sold (part)

NICE Systems Limited ADR — Dividend

Nike — Dividend — Buy (add'l)

Nutrien Ltd — Dividend — Sold

Nuance Communications, Inc. — Dividend — Buy

Nuance Communications, Inc. — Buy (add'l)

Nuance Communications, Inc. — Sold (part)

Nucor Corp — Dividend — Buy

Novo-Nordisk A/S - Spons ADR — Dividend — Sold (part)

Otis Worldwide Corp Ordinary Shares — Dividend

Petroleo Brasileiro SA ADR — Dividend — Buy

Pepsico — Dividend

Procter And Gamble — Dividend — Sold (part)

Procter And Gamble — Buy (add'l)

Progressive Corp — Int./Div. — Sold

Parker Hannifin — Dividend — Buy

Parker Hannifin — Buy (add'l)

Philip Morris International Inc — Dividend — Buy (add'l)

Philip Morris International Inc — Buy (add'l)

Philip Morris International Inc — Sold

Philip Morris International Inc — Buy (add'l)

Phillips 66 — Dividend

Qualcomm — Dividend — Buy

Qualcomm — Buy (add'l)

Quorum Health Corp — Dividend — Buy (add'l)

Quorum Health Corp — Sold

Roche Holdings Ltd Spon ADR — Dividend

Rockwell Automation — Dividend — Buy

Raytheon Technologies Corp — Dividend — Buy (add'l)

Raytheon Technologies Corp — Sold (part)

Raytheon Technologies Corp — Sold

RWE Aktiengesellschaf SA — Dividend

Safran SA — Dividend — Sold (part)

Safran SA — Sold

SAP AG-Sponsored ADR — Dividend — Sold

iShares MSCI EAFE Small Cap index ETF — Dividend — Buy (add'l)

iShares MSCI EAFE Small Cap index ETF — Sold (part)

iShares MSCI EAFE Small Cap index ETF — Buy (add'l)

Shin-Etsu Chemical Co Ltd Unsp ADR — Dividend — Buy

Shin-Etsu Chemical Co Ltd Unsp ADR — Buy (add'l)

Six Flags Entertainment Corp — Dividend — Sold

Schlumberger — Dividend — Buy (add'l)

Schlumberger — Sold (part)

Schlumberger — Buy (add'l)

Sumitomo Mitsui Financial Group — Dividend — Sold

Sony Corp ADR — Dividend — Sold (part)

S&P Global Inc — Dividend — Buy

Suncor Energy — Dividend — Sold (part)

Suncor Energy — Sold

Schwab International Index Fund — Dividend — Buy (add'l)

Schwab International Index Fund — Sold (part)

Schwab International Index Fund — Buy (add'l)

Schwab S&P 500 Index Fund — Dividend — Sold (part)

Schwab S&P 500 Index Fund — Buy (add'l)

Schwab S&P 500 Index Fund — Sold (part)

Schwab Small Cap Index Select — Dividend — Buy (add'l)

Schwab Small Cap Index Select — Buy (add'l)

Stryker — Dividend — Buy (add'l)

AT & T — Dividend — Sold (part)

AT & T — Sold (part)

AT & T — Buy (add'l)

Toronto Dominion Bank — Dividend

Truist Financial Corporation — Dividend — Buy (add'l)

Truist Financial Corporation — Buy (add'l)

TJX Companies — Dividend — Buy (add'l)

TJX Companies — Sold (part)

TJX Companies — Buy (add'l)

Telekomunikasi Indonesia (Persero) — Dividend — Sold

Thermo Fisher Scientific — Dividend — Buy (add'l)

Thermo Fisher Scientific — Sold (part)

Thermo Fisher Scientific — Buy (add'l)

Travelers Companies — Dividend

Tyson Foods, Inc Cl A — Dividend

Texas Instruments — Dividend

Unilever PLC ADR — Dividend — Sold (part)

UniCredit S.p.A. Unsponsored ADR — Dividend — Sold

UnitedHealth Group — Dividend — Buy (add'l)

Union Pacific — Dividend — Buy (add'l)

Union Pacific — Buy (add'l)

Visa Inc — Dividend — Sold (part)

Visa Inc — Sold (part)

Visa Inc — Buy (add'l)

Versus Capital Multi-Manager RE Fund Inst — Dividend

Versus Capital Real Assets Fund, LLC — Dividend

Vanguard FTSE Developed Market ETF — Dividend

Voya Financial Inc — Dividend — Buy (add'l)

Voya Financial Inc — Buy (add'l)

Vanguard FTSE All World ex-US SC ETF — Dividend — Buy

Vanguard Inter Tax Exempt Fund ADM — Dividend — Sold (part)

Vanguard FTSE Emerging Market ETF — Dividend

Verizon Communications — Dividend — Buy (add'l)

Verizon Communications — Sold (part)

Verizon Communications — Buy (add'l)

Verizon Communications — Sold (part)

Waste Connections — Dividend

Wells Fargo — Dividend — Sold

Wal Mart Stores — Dividend — Buy

Wal Mart Stores — Buy (add'l)

Materials Select Sector SPDR — Dividend — Buy

Energy Select Sector SPDR — Dividend — Sold (part)

Energy Select Sector SPDR — Buy (add'l)

Energy Select Sector SPDR — Sold (part)

Consumer Staples SPDR — Dividend — Sold (part)

Consumer Staples SPDR — Sold (part)

Consumer Staples SPDR — Sold

Consumer Discretionary Selt — Dividend — Buy

Exxon Mobil — Dividend — Buy (add'l)

Exxon Mobil — Sold (part)

Exxon Mobil — Sold

XPO Logistics Inc — Dividend

Zoetis — Dividend — Sold (part)

Zoetis — Sold (part)

Zoetis — Buy (add'l)

Jasper H. Properties, Inez, KY, LLC — Rent

Central Bank Account (Claria) — Interest

American Funds Balanced Fund (College Fund) — Int./Div.

401k BCC — Dividend — Closed

Guardian Life Insurance (Cash Value) — None

Lincoln Financial Life Insurance (Cash Value) — None

Placer Athens LLP, 1, 2 (3%) 400 acres/ indus Roseville, Ca. — None

Cali Alii Prop/Maui Condo — None

Yolo Partners,LLC (14.25%) 70 Acres, El Macero, Ca. — None

SP RRTAI,LLC Jeffersonville, In (14.25) Magnolia/ Toyota — Distribution

SP CJE, LLC, Cookville,Tenn (12.5%) Fed Ex — Distribution

SP LSX, LLC San Antonio (5.14%) XPO Freight July,2011 — Distribution

SP UPW,LLC (16.43%) Pasco, Wa. XPO Freight Dec. 2011 — Distribution

SP CLD,LLC (12.6%)Collierville, Tn Fed Ex Ground March 2011 — Distribution

TAFL,LLC (13.34%) Lex, Ky. Office Bld., March 2013 — Distribution

SP XSO,LLC (8.84%)Sioux Falls, SD XPO Freight April 8th, 2013 — Distribution

SP XFD,LLC (6.93%) Fond Du Lac, Wis XPO Freight June 21,2013 — Distribution

RPG,LLC (4.23%) (CHP/Grass Valley) Sept.2011 — Distribution

DKBB,LLC/Oak Cap 2 /Pac West R.E. Inv Fund March 2013 — Distribution

Green Hat LLC (25%) inv/fund — Distribution

Oakland Condo (res/brother), Oakland, CA — None

DKBB Properties, LLC Office Commercial office Bld — None

DKBB Properties II,LLC –Capstone 15% approx value /hc $54,840 — None

OCP III,LLC 2.59% R.E. Inv Fund Dec. 2015 — Distribution

Chimney Cove, LLC, H.H, S.C. 3.3% Multi Family Dec.2015 — None

SP LMA,LLC (16.6%) Lima, Ohio Fed Ex Freight Feb. 2016 — Distribution

SP,SBN,LLC (3.23%) South Bend, In. Fed Ex Freight April 2016 — Distribution

Boom Cor LLC (50%) Truckee Land/ Grocery — None

DKBB SBN,LLC Fed Ex Freight July 2016 — Distribution

SP MKE,LLC via Greenhat Fed Ex Fr. Aug.2017 — Distribution

SP WRN,LLC Pontiac, Mich 2.3% Fed Ex Freight Nov. 2018 — Distribution

BoomCor I,LLC /SCH BoomCor,LLC Sac Apart. Feb. 2019 — Distribution

SP RDU, LLC, Raleigh/Dur NC 1.37% Fed Ex Freight, Mar. 2019 — Distribution

SPXBN LLC, XPO Logistics, Normal, IL — Distribution

SPGRB LLC, Fed Ex Freight, Little Chute, WI — Distribution

Central Valley Bancorp 3,563 shares — None

Apostles General Partnership 396 shares — None

Apostles GP 2 — None

Aztec Mustang,LLC — None — Sold

Aztec Mustang, LLC Dec. 2019 — None — Sold

Sycamore Farms, LLC (70%) basis $310,60420 acres walnuts, purchased Ju — Distribution

Chalk Group,LLC/Horseco, Inc May 2017 — None

Camden Partners 555, LLC Nov.2017 — None

Brett Construction Co. Stock — None — Sold

Trustee, Transylvania University Board of Regents

Member, Jasper H. Properties, LLC

Trustee, Claria Horn Boom Revocable Trust

Liability — Republic Bank and Trust — Mortgage on Investment Property, Lexington, KY

Liability — Old National Bank — Mortgage of DKBB, Properties 2

Liability — Field & Main Bank — Mortgage of SP RRTAI

Liability — Limestone Bank — TAFL, LLC

Liability — Sterling Bank — Cosign on Brother's Condo Mortgage

Spouse's income — 12/31/2020 — Denny Boom, Buzz Oates Construction, Consulting Fees