Ask Donna

Pull out the substance of this filing.

What was filed

  • 206

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Brooklyn Law School
  • Brooklyn Law School (salary)
  • SUNY Stonybrook (salary)
  • NIH (stipend)

As filed

Ishares Tr Core S&P 500 ETF (IVV) — Sold (part)

Individual Assets (H)

Ledyard National Bank (cash) — Interest

Citibank, N.A. (cash) — Interest

Guardian Life Insurance Whole Life Policy — Dividend

45 Grand St Family, LLC — Distribution

Account #1 (H)

Dreyfus Deposit (cash) — Interest

Ishares Tr Core S&P Total US Stk Mkt ETF (ITOT) — Dividend — Sold (part)

Ishares Tr Core S&P Total US Stk Mkt ETF (ITOT) — Sold

Ishares Tr Core S&P 500 ETF (IVV) — Dividend — Sold (part)

Ishares Tr Core S&P 500 ETF (IVV) — Buy (add'l)

Ishares Tr Core S&P 500 ETF (IVV) — Sold (part)

Ishares Tr Core S&P 500 ETF (IVV) — Sold (part)

Ishares Tr Core S&P 500 ETF (IVV) — Buy (add'l)

Ishares Tr Iboxx USD Invt Grade Corp Bd ETF (LQD) — Dividend — Buy

Ishares Tr Iboxx USD Invt Grade Corp Bd ETF (LQD) — Buy (add'l)

Ishares Tr Iboxx USD Invt Grade Corp Bd ETF (LQD) — Sold (part)

Ishares Tr Global Tech ETF (IXN) — Dividend — Sold (part)

Ishares Tr Global Tech ETF (IXN) — Sold (part)

Ishares Tr Barclays 20+ yr Treas BD ETF (TLT) — Dividend — Sold (part)

Ishares Tr Barclays 20+ yr Treas BD ETF (TLT) — Buy (add'l)

Ishares Tr Barclays 20+ yr Treas BD ETF (TLT) — Sold (part)

Ishares Tr US Finl Svcs ETF (IYG) — Dividend — Buy

Ishares Tr US Finl Svcs ETF (IYG) — Sold

Ishares Tr Core S&P Small-Cap ETF (IJR) — Dividend — Buy

Ishares Tr Core S&P Small-Cap ETF (IJR) — Sold (part)

Ishares Tr MBS ETF (MBB) — Dividend — Sold (part)

Ishares Tr MBS ETF (MBB) — Sold (part)

Ishares Tr MBS ETF (MBB) — Sold

Ishares Tr MBS ETF (MBB) — Buy

Ishares Tr Short-Term Corp Bd ETF (IGSB) — Dividend — Buy

Ishares Tr Short-Term Corp Bd ETF (IGSB) — Sold (part)

Ishares Tr Dow Jones US Medical Devices Index (IHI) — Dividend — Buy

Ishares Tr Dow Jones US Medical Devices Index (IHI) — Sold (part)

Ishares Tr MSCI EAFE Growth ETF (EFG) — Dividend — Buy

Ishares Tr MSCI EAFE Growth ETF (EFG) — Sold (part)

Ishares Tr MSCI EAFE Growth ETF (EFG) — Sold (part)

Ishares Tr Core S&P Mid-Cap ETF (IJH) — None — Sold

Ishares Tr Intermediate-Term CR BD ETF (IGIB) — Dividend — Sold

Ishares Tr US Treas BD ETF (GOVT) — Dividend — Buy (add'l)

Ishares Tr US Treas BD ETF (GOVT) — Sold (part)

Ishares Tr US Treas BD ETF (GOVT) — Sold (part)

Ishares Tr US Treas BD ETF (GOVT) — Buy (add'l)

Ishares Tr US Treas BD ETF (GOVT) — Buy (add'l)

Ishares Tr US Treas BD ETF (GOVT) — Sold (part)

Ishares Tr MSCI USA Minimum Volatility ETF (USMV) — Dividend — Sold (part)

Ishares US ETF Tr Short MTY BD ETF (NEAR) — Dividend — Buy (add'l)

Ishares US ETF Tr Short MTY BD ETF (NEAR) — Buy (add'l)

Ishares US ETF Tr Short MTY BD ETF (NEAR) — Sold (part)

Ishares US ETF Tr Short MTY BD ETF (NEAR) — Sold

Ishares Tr Edge MSCI USA Value Factor ETF (VLUE) — Dividend — Buy

Ishares Tr Edge MSCI USA Value Factor ETF (VLUE) — Buy (add'l)

Ishares Tr Edge MSCI USA Quality Factor ETF (QUAL) — Dividend — Buy (add'l)

Ishares Tr Edge MSCI USA Quality Factor ETF (QUAL) — Sold

Ishares Tr Edge MSCI USA Size Factor ETF (SIZE) — Dividend — Sold (part)

Ishares Tr Edge MSCI USA Size Factor ETF (SIZE) — Buy (add'l)

Ishares Tr Edge MSCI USA Size Factor ETF (SIZE) — Sold

Ishares Tr Core MSCI EAFE ETF (IEFA) — Dividend — Buy (add'l)

Ishares Tr Core MSCI EAFE ETF (IEFA) — Sold

Ishares Tr Core MSCI EAFE ETF (IEFA) — Buy

Ishares Tr Core MSCI EAFE ETF (IEFA) — Sold (part)

Ishares Inc Core MSCI Emerging Mkts ETF (IEMG) — None — Sold (part)

Ishares Inc Core MSCI Emerging Mkts ETF (IEMG) — Sold (part)

Ishares Inc Core MSCI Emerging Mkts ETF (IEMG) — Sold

Ishares Inc ESG MSCI EM ETF (ESGE) — Dividend — Buy

Ishares Inc ESG MSCI EM ETF (ESGE) — Buy (add'l)

Ishares Inc ESG MSCI EM ETF (ESGE) — Buy (add'l)

Ishares Inc ESG MSCI EM ETF (ESGE) — Sold (part)

Ishares Inc ESG MSCI EM ETF (ESGE) — Buy (add'l)

Ishares Inc ESG MSCI EM ETF (ESGE) — Sold (part)

Ishares Tr 0-5 Yr High Yield Corp Bd ETF (SHYG) — Dividend — Buy

Ishares Tr 0-5 Yr High Yield Corp Bd ETF (SHYG) — Buy (add'l)

Ishares Tr MSCI USA ESG ETF (ESGU) — Dividend — Buy

Ishares Tr MSCI USA ESG ETF (ESGU) — Buy (add'l)

Ishares Tr MSCI USA ESG ETF (ESGU) — Buy (add'l)

Ishares Tr MSCI USA ESG ETF (ESGU) — Sold (part)

Ishares Tr MSCI USA ESG ETF (ESGU) — Buy (add'l)

Account #2 (H)

Ishares Tr Core S&P 500 ETF (IVV) — Dividend

Ishares Tr Iboxx USD Invt Grade Corp Bd ETF (LQD) — Dividend — Buy

Ishares Global Tech ETF (IXN) (Y)

Ishares Tr MBS ETF (MBB) (Y)

Ishares Tr MSCI EAFE Growth ETF (EFG) — Dividend — Buy

Ishares Tr US Treas BD ETF (GOVT) — Dividend — Sold (part)

Ishares Tr MSCI USA Minimum Volatility ETF (USMV) (Y)

Ishares Tr Edge MSCI USA Quality Factor ETF (QUAL) — Dividend — Sold

Ishares Tr Edge MSCI USA Value Factor ETF (VLUE) (X) — Dividend

Ishares Tr Core MSCI EAFE ETF (IEFA) — Dividend — Sold

Ishares Inc Core MSCI Emerging Mkts ETF (IEMG) (Y)

Ishares Inc ESG MSCI Em ETF (ESGE) — Dividend — Buy

Ishares Tr MSCI USA ESG Optimized ETF (ESGU) — Dividend — Buy

Ishares Tr MSCI USA ESG Optimized ETF (ESGU) — Buy (add'l)

Account #3 (H)

Alphabet Inc. Class A (GOOGL) — None

Alphabet Inc. Class C (GOOG) — None

TIAA CREF High Yield Fd Retail (TIYRX) — Dividend

Amana Growth Fund Inv (AMAGX) — Dividend

Hancock Horizon Burkenroad Sm Cap Inv (HHBUX) — Dividend

Lazard Intl Strategic Equity Open Shares (LISOX) — Dividend

Schwab S&P 500 Index Fd (SWPPX) — Dividend

Schwab 1000 Index Fund (SNXFX) — Dividend

Account #4 (H)

TIAA Traditional — None

CREF Stock R3 — None

CREF Global Equities R3 — None

TIAA Acc Intl Eq T1 — None

TIAA Acc Md-Cap Gr T1 (X) — None

TIAA Acc S&P 500 Ix T1 — None

TIAA Acc Lg-Cap Val Ix T1 — None

TIAA Acc Sm-Cap Bl Ix T1 — None

TIAA Real Estate — None

CREF Bond Market R3 — None

TIAA Acc Lifecycle 2040 T1 — None

TIAA Acc Lifecycle 2050 T1 — None

Account #5 (H)

CREF Stock R3 — None

CREF Growth R3 — None

CREF Equity Index R3 — None

CREF Global Equities R3 — None

TIAA Acc Intl Eq T1 — None

TIAA Acc Md-Cap Gr T1 — None

TIAA Acc S&P 500 Ix T1 — None

TIAA Real Estate — None

CREF Bond Market R3 — None

TIAA Acc Lifecycle 2040 T1 — None

Account #6 (H)

T-C Lifecycle 2040-INST — Dividend

Account #7 (H)

CREF Stock R2 — None

CREF Growth R2 — None

CREF Global Equities R2 — None

T-C Lifecycle 2040-INST — Dividend

Account #8 (H)

Dreyfus Deposit (cash) — Interest

Ishares Tr Core S&P Total US Stk Mkt ETF (ITOT) — None — Sold

Ishares Tr Core S&P 500 ETF (IVV) — Dividend — Sold (part)

Ishares Tr Core S&P 500 ETF (IVV) — Buy (add'l)

Ishares Tr Core S&P 500 ETF (IVV) — Sold (part)

Ishares Tr Core S&P 500 ETF (IVV) — Sold (part)

Ishares Tr Core S&P 500 ETF (IVV) — Sold (part)

Ishares Tr Core S&P 500 ETF (IVV) — Buy (add'l)

Ishares Tr Iboxx USD Invt Grade Corp Bd ETF (LQD) — Dividend — Buy

Ishares Tr Iboxx USD Invt Grade Corp Bd ETF (LQD) — Buy (add'l)

Ishares Tr Iboxx USD Invt Grade Corp Bd ETF (LQD) — Sold (part)

Ishares Tr Global Tech ETF (IXN) — Dividend — Sold (part)

Ishares Tr Global Tech ETF (IXN) — Sold (part)

Ishares Tr Barclays 20+ yr Treas BD ETF (TLT) — Dividend — Buy (add'l)

Ishares Tr Barclays 20+ yr Treas BD ETF (TLT) — Sold (part)

Ishares TR US Finl Svcs ETF (IYG) — Dividend — Buy

Ishares TR US Finl Svcs ETF (IYG) — Sold

Ishares Tr Core S&P Small-Cap ETF (IJR) — Dividend — Buy

Ishares Tr Core S&P Small-Cap ETF (IJR) — Sold (part)

Ishares Tr MBS ETF (MBB) — Dividend — Sold (part)

Ishares Tr MBS ETF (MBB) — Sold (part)

Ishares Tr MBS ETF (MBB) — Sold

Ishares Tr MBS ETF (MBB) — Buy

Ishares Tr Short-Term Corp Bd ETF (IGSB) — Dividend — Buy

Ishares Tr Short-Term Corp Bd ETF (IGSB) — Buy (add'l)

Ishares Tr Short-Term Corp Bd ETF (IGSB) — Buy (add'l)

Ishares Tr Dow Jones US Medical Devices Index (IHI) — Dividend — Buy

Ishares Tr Dow Jones US Medical Devices Index (IHI) — Sold (part)

Ishares Tr MSCI EAFE Growth ETF (EFG) — Dividend — Buy

Ishares Tr MSCI EAFE Growth ETF (EFG) — Sold (part)

Ishares Tr MSCI EAFE Growth ETF (EFG) — Sold (part)

Ishares Tr Intermediate-Term CR BD ETF (IGIB) — Dividend — Buy (add'l)

Ishares Tr Intermediate-Term CR BD ETF (IGIB) — Sold (part)

Ishares Tr Intermediate-Term CR BD ETF (IGIB) — Sold

Ishares Tr US Treas BD ETF (GOVT) — Dividend — Sold (part)

Ishares Tr US Treas BD ETF (GOVT) — Sold (part)

Ishares Tr US Treas BD ETF (GOVT) — Sold (part)

Ishares Tr US Treas BD ETF (GOVT) — Buy (add'l)

Ishares Tr US Treas BD ETF (GOVT) — Buy (add'l)

Ishares Tr US Treas BD ETF (GOVT) — Sold (part)

Ishares Tr MSCI USA Minimum Volatility ETF (USMV) — Dividend — Sold (part)

Ishares US ETF Tr Short Mty BD ETF (NEAR) — Dividend — Buy (add'l)

Ishares US ETF Tr Short Mty BD ETF (NEAR) — Buy (add'l)

Ishares US ETF Tr Short Mty BD ETF (NEAR) — Sold (part)

Ishares US ETF Tr Short Mty BD ETF (NEAR) — Sold

Ishares Tr Edge MSCI USA Value Factor ETF (VLUE) — Dividend — Buy

Ishares Tr Edge MSCI USA Value Factor ETF (VLUE) — Buy (add'l)

Ishares Tr Edge MSCI USA Quality Factor ETF (QUAL) — Dividend — Buy (add'l)

Ishares Tr Edge MSCI USA Quality Factor ETF (QUAL) — Sold

Ishares Tr Edge MSCI USA Size Factor ETF (SIZE) — Dividend — Sold (part)

Ishares Tr Edge MSCI USA Size Factor ETF (SIZE) — Buy (add'l)

Ishares Tr Edge MSCI USA Size Factor ETF (SIZE) — Sold

Ishares Tr Core MSCI EAFE ETF (IEFA) — Dividend — Buy (add'l)

Ishares Tr Core MSCI EAFE ETF (IEFA) — Sold

Ishares Tr Core MSCI EAFE ETF (IEFA) — Buy

Ishares Tr Core MSCI EAFE ETF (IEFA) — Sold (part)

Ishares Core MSCI Emerging ETF (IEMG) — None — Sold (part)

Ishares Core MSCI Emerging ETF (IEMG) — Sold (part)

Ishares Core MSCI Emerging ETF (IEMG) — Sold

Ishares Inc ESG MSCI Em ETF (ESGE) — Dividend — Buy

Ishares Inc ESG MSCI Em ETF (ESGE) — Buy (add'l)

Ishares Inc ESG MSCI Em ETF (ESGE) — Buy (add'l)

Ishares Inc ESG MSCI Em ETF (ESGE) — Sold (part)

Ishares Inc ESG MSCI Em ETF (ESGE) — Buy (add'l)

Ishares Inc ESG MSCI Em ETF (ESGE) — Sold (part)

Ishares Tr 0-5 Yr High Yield Corp Bd ETF (SHYG) — Dividend — Buy

Ishares Tr 0-5 Yr High Yield Corp Bd ETF (SHYG) — Buy (add'l)

Ishares Tr MSCI USA ESG Optimized ETF (ESGU) — Dividend — Buy

Ishares Tr MSCI USA ESG Optimized ETF (ESGU) — Buy (add'l)

Ishares Tr MSCI USA ESG Optimized ETF (ESGU) — Buy (add'l)

Ishares Tr MSCI USA ESG Optimized ETF (ESGU) — Sold (part)

Ishares Tr MSCI USA ESG Optimized ETF (ESGU) — Buy (add'l)

Adjunct Professor, Brooklyn Law School

Income — 2020 — Brooklyn Law School (salary) — $12,000.00

Spouse's income — 2020 — SUNY Stonybrook (salary)

Spouse's income — 2020 — NIH (stipend)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.