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Pull out the substance of this filing.

What was filed

  • 63

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Family Estate #1 (no beneficial interest)
  • Family Trust #1 (no beneficial interest)
  • Family Trust #2 (no beneficial interest)
  • JP Morgan Chase/TD Bank
  • Chase Bank
  • Caliber Home Loans
  • Public Company Accounting Oversight Board/Salary

As filed

Vanguard Diversified Equity Investment — Dividend — Sold

Vanguard Diversified Equity Investment — Sold

Vanguard Long Term Treasury ETF — Dividend — Sold

Walmart — Dividend — Buy

Walmart — Sold (part)

Walmart — Buy

500 Index Fund Admiral — Dividend — Buy

500 Index Fund Admiral — Sold (part)

Vanguard Cash Reserves Federal Money Market — None — Buy

Vanguard Cash Reserves Federal Money Market — Buy

Vanguard Cash Reserves Federal Money Market — Buy

Vanguard Cash Reserves Federal Money Market — Sold (part)

Vanguard Cash Reserves Federal Money Market — Buy

Vanguard Cash Reserves Federal Money Market — Sold (part)

Vanguard Cash Reserves Federal Money Market — Sold (part)

Vanguard Total Stock Market Index Fund Admiral — None — Buy

Vanguard Consumer Discretionary ETF — None

Vanguard Balanced Index Fund Admiral — None

Vanguard Dividend Growth Fund — None

Vanguard Real Estate Index Fund Admiral — None

Vanguard Growth Index Fund Admiral — None

Chevron — Dividend — Buy

Home Depot — Dividend — Buy

Alphabet Inc — None — Buy

Alphabet Inc — Buy

Alphabet Inc — Buy

Amazon — None — Buy

Amazon — Buy

Amazon — Buy

Amazon — Buy

Amazon — Buy

Baxter International — None — Buy

Baxter International — Buy

Enbridge — None — Buy

United Health Group — None — Buy

Rental Property #2 (Washington, DC) — Rent

Rental Property #1 (Washington, DC) — Rent — Sold

Mineral Interest, Andrews Co. Texas — None

Mineral Interest, Mitchell Co. Texas — None

PNC Checking Account — None — Closed

Bank of America Checking — None

National Farm Life Whole Life Insurance — Dividend

Bank of America Savings (Estate) — None

Blackrock Global (W) — None

Blackrock Equity (W) — None

Morgan Stanley Global Real Estate Class 1 (W) — None — Sold

Artisan Mid Cap Fund Investory Class (W) — None

Fidelity Real Estate Income Fund Class A (W) — None

MPS Value Fund Class A (W) — None

Dodge & Cox International Stock Fund (W) — None

Vanguard High Yield Corporate Fund Admiral (W) Class — None

MPS Emerging Markets Debt Fund Class A (W) — None

BlackRock Liquidity Funds Fed Fund Class Institutional (W) — None

Fidelity Freedom 2050K (W) — None

DC College Savvings 2031 Portfolio Child #1 — None

DC College Savvings 2034 Portfolio Child #2 — None

DC College Savvings 2037 Portfolio Child #3 — None

Ally Bank Certificate of Deposit (Estate) — Interest — Buy

Ally Bank Certificate of Deposit (Trust #1) — Interest — Buy

Ally Bank Certificate of Deposit (Trust #2) — Interest — Buy

Ally Bank Savings Account (Estate) — Interest

National Bank of Andrews Savings Account (Estate) — Interest

National Bank of Andrews Certificate of Deposit (Estate) — Interest — Buy

Executor, Family Estate #1 (no beneficial interest)

Trustee, Family Trust #1 (no beneficial interest)

Trustee, Family Trust #2 (no beneficial interest)

Liability — JP Morgan Chase/TD Bank — Mortgage Rental Property #2 (Washington, DC)

Liability — Chase Bank — Credit card

Liability — Caliber Home Loans — Mortgage Rental Property #1 (Washington, DC)

Spouse's income — 2020 — Public Company Accounting Oversight Board/Salary

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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