Edward F. Shea

2019

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What was filed

770
investments
5
positions
0
gifts
0
agreements
5
debts
5
reimbursements
0
income
0
spouse income

Named parties

VISA
University of Texas

As filed

Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend

Prudential Life Insurance - Whole Life Insurance — Dividend

South Boston Savings Bank Life Ins - Whole Life Insurance — Dividend

GESA Credit Union — Interest

Coins — None

Art — None

BANK OF AMERICA SAVINGS ACCOUNT — Int./Div.

Vanguard Health Care Fund, Admin Personal Acct. — Dividend

E/ SCHWAB RETIREMENT IRA Pershing rollover to Rochedale (H)

KO — Dividend

DUK — Dividend

ES — Dividend

VZ — Dividend

HTA — Dividend

MAA — Dividend

RIMOX — Dividend

LAMR* — Sold

MGA — Dividend — Sold

MO — Dividend

PAYX — Dividend

PM — Dividend

T — Dividend

DHR * — Dividend — Sold (part)

FB — None

INTC — Dividend

HON — Dividend

JNJ — Dividend

LMT — Dividend

NNN — Dividend

TMO — Dividend

WMT — Dividend

GOOGL — None

AWK — Dividend — Sold (part)

BGS — Dividend — Sold

CTAS — Dividend

DHR — Dividend

UNH — Dividend

AGR — Dividend

PGX — Dividend

WPC — Dividend

D — Dividend

EPR — Dividend

NOC — Dividend

XEL — Dividend

CINF — Dividend — Sold (part)

Pershing Gov't Act. — Interest

Pershing Cash — Interest

AEP — Dividend

ARCC — Dividend

NEE — Dividend

UNP — Dividend

PFE — Dividend

COG — Dividend — Sold

LIN — Dividend

ROP — None

CNRYX — None

MRK — Dividend

ACN — None

GM Bond — Dividend

AT&T Note — Interest

BRK 4343189 — Dividend

BDX — Dividend — Buy

BAC* — Dividend

PRU* — Dividend

SON* — Dividend

UL* — Dividend

/RETIREMENT ACCOUNT (H)

Shell Int'l Fin — Int./Div. — Sold

NBC Univ. Media — Int./Div. — Redeemed

Dow Chem. Note — Int./Div. — Sold

Home Depot Note — Int./Div.

Jeffries Group Note — Int./Div.

Citi GRP Note — Int./Div.

Tyson Note — Int./Div.

A-B Inbev Bond — Int./Div.

Oracle Bond — Int./Div.

VZ Bond — Int./Div.

B.A.M Bond - name change to BA — Int./Div.

Goldman S. Bond — Int./Div.

Blackrock Bond — Int./Div.

Target Bond — Int./Div.

Morgan Staney Bond — Int./Div.

Apple Note — Int./Div.

Brookfield PSHP — Distribution

Eaton - ETN — Distribution

T — Distribution

WBK 4461871 — Int./Div. — Buy

AAPL 12* — None

ADBE — None

BABA — None

APH — None

BRK.B (BA Boeing) — Int./Div. — Buy (add'l)

CME — None

CVX — Int./Div.

CSCO — Int./Div. — Sold

CL — Int./Div.

CMCSA — Int./Div. — Sold

CMA — Int./Div. — Sold

COST — Distribution

DIS — Distribution

EOG — None — Buy

EOG — Sold

EW — None

CNP — None — Buy

CRL — None — Buy

HBAN — Int./Div. — Buy

HD — Int./Div.

JPM — Int./Div.

MGA — Int./Div.

MA — Int./Div.

MCD — Int./Div.

MSFT — Int./Div.

OKE — Int./Div.

PNC — Int./Div.

PEP — Int./Div.

PG — Int./Div.

PHM — Distribution — Sold (part)

RTN — Distribution

SIX — Distribution — Sold

STI* — Distribution — Sold

STV — Int./Div. — Buy

XOM — Int./Div. — Buy

WRK — Int./Div. — Sold

ZTS — Int./Div. — Buy (add'l)

CCI — Int./Div.

LPT — Int./Div.

HCN now WELL — Int./Div.

RIMOX — Int./Div.

CNRYX-FIERA — None

TBGVX — None — Sold

Pershing Gov't Account — Int./Div.

BA — Int./Div. — Buy (add'l)

BLK — None — Buy

BLK — Sold

SCHWAB JT ACCOUNT (H)

British Petroleum — Dividend — Buy (add'l)

British Petroleum — Buy (add'l)

Schwab Money Market Fund SWRXX — Interest — Buy (add'l)

Schwab Money Market Fund SWRXX — Sold (part)

Schwab Money Market Fund SWRXX — Sold

Schwab Invest Money Fund (Pers) SWZXX — Int./Div.

SHPD — Dividend — Sold (part)

T — Int./Div. — Buy

T — Buy (add'l)

GILD — Dividend — Buy

GILD — Buy (add'l)

BABA — None — Buy

OTLK — None — Buy

OTLK — Sold

DWBP (as of 6/3/19 reorg DDDOW) — None

T — Dividend

EOG — None — Buy

EOG — Sold

Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend

Prudential Life Insurance - Whole Life Insurance — Dividend

South Boston Savings Bank Life Ins - Whole Life Insurance — Dividend

GESA Credit Union — Interest

Coins — None

Art — None

BANK OF AMERICA SAVINGS ACCOUNT — Int./Div.

T — Distribution

Vanguard Health Care Fund, Admin Personal Acct. — Dividend

E/ SCHWAB RETIREMENT IRA Pershing rollover to Rochedale (H)

KO — Dividend

DUK — Dividend

ES — Dividend

VZ — Dividend

HTA — Dividend

MAA — Dividend

RIMOX — Dividend

LAMR* — Sold

MGA — Dividend — Sold

MO — Dividend

PAYX — Dividend

PM — Dividend

T — Dividend

DHR * — Dividend — Sold (part)

FB — None

INTC — Dividend

HON — Dividend

JNJ — Dividend

LMT — Dividend

NNN — Dividend

TMO — Dividend

WMT — Dividend

GOOGL — None

AWK — Dividend — Sold (part)

BGS — Dividend — Sold

CTAS — Dividend

DHR — Dividend

UNH — Dividend

AGR — Dividend

PGX — Dividend

WPC — Dividend

D — Dividend

EPR — Dividend

NOC — Dividend

XEL — Dividend

CINF — Dividend — Sold (part)

Pershing Gov't Act. — Interest

Pershing Cash — Interest

AEP — Dividend

ARCC — Dividend

NEE — Dividend

UNP — Dividend

PFE — Dividend

COG — Dividend — Sold

LIN — Dividend

ROP — None

CNRYX — None

MRK — Dividend

ACN — None

GM Bond — Dividend

AT&T Note — Interest

BRK 4343189 — Dividend

BDX — Dividend — Buy

BAC* — Dividend

PRU* — Dividend

SON* — Dividend

UL* — Dividend

/RETIREMENT ACCOUNT (H)

Shell Int'l Fin — Int./Div. — Sold

NBC Univ. Media — Int./Div. — Redeemed

Dow Chem. Note — Int./Div. — Sold

Home Depot Note — Int./Div.

Jeffries Group Note — Int./Div.

Citi GRP Note — Int./Div.

Tyson Note — Int./Div.

A-B Inbev Bond — Int./Div.

Oracle Bond — Int./Div.

VZ Bond — Int./Div.

B.A.M Bond - name change to BA — Int./Div.

Goldman S. Bond — Int./Div.

Blackrock Bond — Int./Div.

Target Bond — Int./Div.

Morgan Staney Bond — Int./Div.

Apple Note — Int./Div.

Brookfield PSHP — Distribution

Eaton - ETN — Distribution

WBK 4461871 — Int./Div. — Buy

AAPL 12* — None

ADBE — None

BABA — None

APH — None

BRK.B (BA Boeing) — Int./Div. — Buy (add'l)

CME — None

CVX — Int./Div.

CSCO — Int./Div. — Sold

CL — Int./Div.

CMCSA — Int./Div. — Sold

CMA — Int./Div. — Sold

COST — Distribution

DIS — Distribution

EOG — None — Buy

EOG — Sold

EW — None

CNP — None — Buy

CRL — None — Buy

HBAN — Int./Div. — Buy

HD — Int./Div.

JPM — Int./Div.

MGA — Int./Div.

MA — Int./Div.

MCD — Int./Div.

MSFT — Int./Div.

OKE — Int./Div.

PNC — Int./Div.

PEP — Int./Div.

PG — Int./Div.

PHM — Distribution — Sold (part)

RTN — Distribution

SIX — Distribution — Sold

STI* — Distribution — Sold

STV — Int./Div. — Buy

XOM — Int./Div. — Buy

WRK — Int./Div. — Sold

ZTS — Int./Div. — Buy (add'l)

CCI — Int./Div.

LPT — Int./Div.

HCN now WELL — Int./Div.

RIMOX — Int./Div.

CNRYX-FIERA — None

TBGVX — None — Sold

Pershing Gov't Account — Int./Div.

BA — Int./Div. — Buy (add'l)

BLK — None — Buy

BLK — Sold

SCHWAB JT ACCOUNT (H)

British Petroleum — Dividend — Buy (add'l)

British Petroleum — Buy (add'l)

Schwab Money Market Fund SWRXX — Interest — Buy (add'l)

Schwab Money Market Fund SWRXX — Sold (part)

Schwab Money Market Fund SWRXX — Sold

Schwab Invest Money Fund (Pers) SWZXX — Int./Div.

SHPD — Dividend — Sold (part)

T — Int./Div. — Buy

T — Buy (add'l)

GILD — Dividend — Buy

GILD — Buy (add'l)

BABA — None — Buy

OTLK — None — Buy

OTLK — Sold

DWBP (as of 6/3/19 reorg DDDOW) — None

EW — None

CNP — None — Buy

CRL — None — Buy

UNP — Dividend

PFE — Dividend

JNJ — Dividend

Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend

Prudential Life Insurance - Whole Life Insurance — Dividend

South Boston Savings Bank Life Ins - Whole Life Insurance — Dividend

GESA Credit Union — Interest

Coins — None

Art — None

BANK OF AMERICA SAVINGS ACCOUNT — Int./Div.

Vanguard Health Care Fund, Admin Personal Acct. — Dividend

E/ SCHWAB RETIREMENT IRA Pershing rollover to Rochedale (H)

KO — Dividend

DUK — Dividend

ES — Dividend

VZ — Dividend

HTA — Dividend

MAA — Dividend

RIMOX — Dividend

LAMR* — Sold

MGA — Dividend — Sold

MO — Dividend

PAYX — Dividend

PM — Dividend

DHR * — Dividend — Sold (part)

FB — None

INTC — Dividend

HON — Dividend

JNJ — Dividend

LMT — Dividend

NNN — Dividend

TMO — Dividend

WMT — Dividend

GOOGL — None

AWK — Dividend — Sold (part)

BGS — Dividend — Sold

CTAS — Dividend

DHR — Dividend

UNH — Dividend

AGR — Dividend

PGX — Dividend

WPC — Dividend

D — Dividend

EPR — Dividend

NOC — Dividend

XEL — Dividend

CINF — Dividend — Sold (part)

Pershing Gov't Act. — Interest

Pershing Cash — Interest

AEP — Dividend

ARCC — Dividend

NEE — Dividend

UNP — Dividend

PFE — Dividend

COG — Dividend — Sold

LIN — Dividend

ROP — None

CNRYX — None

MRK — Dividend

ACN — None

GM Bond — Dividend

AT&T Note — Interest

BRK 4343189 — Dividend

BDX — Dividend — Buy

BAC* — Dividend

PRU* — Dividend

SON* — Dividend

UL* — Dividend

/RETIREMENT ACCOUNT (H)

Shell Int'l Fin — Int./Div. — Sold

NBC Univ. Media — Int./Div. — Redeemed

Dow Chem. Note — Int./Div. — Sold

Home Depot Note — Int./Div.

Jeffries Group Note — Int./Div.

Citi GRP Note — Int./Div.

Tyson Note — Int./Div.

A-B Inbev Bond — Int./Div.

Oracle Bond — Int./Div.

VZ Bond — Int./Div.

B.A.M Bond - name change to BA — Int./Div.

Goldman S. Bond — Int./Div.

Blackrock Bond — Int./Div.

Target Bond — Int./Div.

Morgan Staney Bond — Int./Div.

Apple Note — Int./Div.

Brookfield PSHP — Distribution

Eaton - ETN — Distribution

T — Distribution

WBK 4461871 — Int./Div. — Buy

AAPL 12* — None

ADBE — None

BABA — None

APH — None

BRK.B (BA Boeing) — Int./Div. — Buy (add'l)

CME — None

CVX — Int./Div.

CSCO — Int./Div. — Sold

CL — Int./Div.

CMCSA — Int./Div. — Sold

CMA — Int./Div. — Sold

COST — Distribution

DIS — Distribution

HBAN — Int./Div. — Buy

HD — Int./Div.

JPM — Int./Div.

MGA — Int./Div.

MA — Int./Div.

MCD — Int./Div.

MSFT — Int./Div.

OKE — Int./Div.

PNC — Int./Div.

PEP — Int./Div.

PG — Int./Div.

PHM — Distribution — Sold (part)

RTN — Distribution

SIX — Distribution — Sold

STI* — Distribution — Sold

STV — Int./Div. — Buy

XOM — Int./Div. — Buy

WRK — Int./Div. — Sold

ZTS — Int./Div. — Buy (add'l)

CCI — Int./Div.

LPT — Int./Div.

HCN now WELL — Int./Div.

RIMOX — Int./Div.

CNRYX-FIERA — None

TBGVX — None — Sold

Pershing Gov't Account — Int./Div.

BA — Int./Div. — Buy (add'l)

BLK — None — Buy

BLK — Sold

SCHWAB JT ACCOUNT (H)

British Petroleum — Dividend — Buy (add'l)

British Petroleum — Buy (add'l)

Schwab Money Market Fund SWRXX — Interest — Buy (add'l)

Schwab Money Market Fund SWRXX — Sold (part)

Schwab Money Market Fund SWRXX — Sold

Schwab Invest Money Fund (Pers) SWZXX — Int./Div.

SHPD — Dividend — Sold (part)

T — Int./Div. — Buy

T — Buy (add'l)

GILD — Dividend — Buy

GILD — Buy (add'l)

BABA — None — Buy

OTLK — None — Buy

OTLK — Sold

DWBP (as of 6/3/19 reorg DDDOW) — None

LMT — Dividend

NNN — Dividend

TMO — Dividend

WMT — Dividend

GOOGL — None

MCD — Int./Div.

MSFT — Int./Div.

OKE — Int./Div.

PNC — Int./Div.

PEP — Int./Div.

PG — Int./Div.

Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend

Prudential Life Insurance - Whole Life Insurance — Dividend

South Boston Savings Bank Life Ins - Whole Life Insurance — Dividend

GESA Credit Union — Interest

Coins — None

Art — None

BANK OF AMERICA SAVINGS ACCOUNT — Int./Div.

Vanguard Health Care Fund, Admin Personal Acct. — Dividend

E/ SCHWAB RETIREMENT IRA Pershing rollover to Rochedale (H)

KO — Dividend

DUK — Dividend

ES — Dividend

VZ — Dividend

HTA — Dividend

MAA — Dividend

RIMOX — Dividend

LAMR* — Sold

MGA — Dividend — Sold

MO — Dividend

PAYX — Dividend

PM — Dividend

T — Dividend

DHR * — Dividend — Sold (part)

FB — None

INTC — Dividend

HON — Dividend

JNJ — Dividend

LMT — Dividend

NNN — Dividend

TMO — Dividend

WMT — Dividend

GOOGL — None

AWK — Dividend — Sold (part)

BGS — Dividend — Sold

CTAS — Dividend

DHR — Dividend

UNH — Dividend

AGR — Dividend

PGX — Dividend

WPC — Dividend

D — Dividend

EPR — Dividend

NOC — Dividend

XEL — Dividend

CINF — Dividend — Sold (part)

Pershing Gov't Act. — Interest

Pershing Cash — Interest

AEP — Dividend

ARCC — Dividend

NEE — Dividend

COG — Dividend — Sold

LIN — Dividend

ROP — None

CNRYX — None

MRK — Dividend

ACN — None

GM Bond — Dividend

AT&T Note — Interest

BRK 4343189 — Dividend

BDX — Dividend — Buy

BAC* — Dividend

PRU* — Dividend

SON* — Dividend

UL* — Dividend

/RETIREMENT ACCOUNT (H)

Shell Int'l Fin — Int./Div. — Sold

NBC Univ. Media — Int./Div. — Redeemed

Dow Chem. Note — Int./Div. — Sold

Home Depot Note — Int./Div.

Jeffries Group Note — Int./Div.

Citi GRP Note — Int./Div.

Tyson Note — Int./Div.

A-B Inbev Bond — Int./Div.

Oracle Bond — Int./Div.

VZ Bond — Int./Div.

B.A.M Bond - name change to BA — Int./Div.

Goldman S. Bond — Int./Div.

Blackrock Bond — Int./Div.

Target Bond — Int./Div.

Morgan Staney Bond — Int./Div.

Apple Note — Int./Div.

Brookfield PSHP — Distribution

Eaton - ETN — Distribution

T — Distribution

WBK 4461871 — Int./Div. — Buy

AAPL 12* — None

ADBE — None

BABA — None

APH — None

BRK.B (BA Boeing) — Int./Div. — Buy (add'l)

CME — None

CVX — Int./Div.

CSCO — Int./Div. — Sold

CL — Int./Div.

CMCSA — Int./Div. — Sold

CMA — Int./Div. — Sold

COST — Distribution

DIS — Distribution

EOG — None — Buy

EOG — Sold

EW — None

CNP — None — Buy

CRL — None — Buy

HBAN — Int./Div. — Buy

HD — Int./Div.

JPM — Int./Div.

MGA — Int./Div.

MA — Int./Div.

MCD — Int./Div.

MSFT — Int./Div.

OKE — Int./Div.

PNC — Int./Div.

PEP — Int./Div.

PG — Int./Div.

PHM — Distribution — Sold (part)

RTN — Distribution

SIX — Distribution — Sold

STI* — Distribution — Sold

STV — Int./Div. — Buy

XOM — Int./Div. — Buy

WRK — Int./Div. — Sold

ZTS — Int./Div. — Buy (add'l)

CCI — Int./Div.

LPT — Int./Div.

HCN now WELL — Int./Div.

RIMOX — Int./Div.

CNRYX-FIERA — None

TBGVX — None — Sold

Pershing Gov't Account — Int./Div.

BA — Int./Div. — Buy (add'l)

BLK — None — Buy

BLK — Sold

SCHWAB JT ACCOUNT (H)

British Petroleum — Dividend — Buy (add'l)

British Petroleum — Buy (add'l)

Schwab Money Market Fund SWRXX — Interest — Buy (add'l)

Schwab Money Market Fund SWRXX — Sold (part)

Schwab Money Market Fund SWRXX — Sold

Schwab Invest Money Fund (Pers) SWZXX — Int./Div.

SHPD — Dividend — Sold (part)

T — Int./Div. — Buy

T — Buy (add'l)

GILD — Dividend — Buy

GILD — Buy (add'l)

BABA — None — Buy

OTLK — None — Buy

OTLK — Sold

DWBP (as of 6/3/19 reorg DDDOW) — None

HON — Dividend

Northwestern Mutual Life Insurance - Whole Life Insurance — Dividend

Prudential Life Insurance - Whole Life Insurance — Dividend

South Boston Savings Bank Life Ins - Whole Life Insurance — Dividend

GESA Credit Union — Interest

Coins — None

Art — None

BANK OF AMERICA SAVINGS ACCOUNT — Int./Div.

Vanguard Health Care Fund, Admin Personal Acct. — Dividend

E/ SCHWAB RETIREMENT IRA Pershing rollover to Rochedale (H)

KO — Dividend

DUK — Dividend

ES — Dividend

VZ — Dividend

HTA — Dividend

MAA — Dividend

RIMOX — Dividend

LAMR* — Sold

MGA — Dividend — Sold

MO — Dividend

PAYX — Dividend

PM — Dividend

T — Dividend

DHR * — Dividend — Sold (part)

FB — None

INTC — Dividend

AWK — Dividend — Sold (part)

BGS — Dividend — Sold

CTAS — Dividend

DHR — Dividend

UNH — Dividend

AGR — Dividend

PGX — Dividend

WPC — Dividend

D — Dividend

EPR — Dividend

NOC — Dividend

XEL — Dividend

CINF — Dividend — Sold (part)

Pershing Gov't Act. — Interest

Pershing Cash — Interest

AEP — Dividend

ARCC — Dividend

NEE — Dividend

UNP — Dividend

PFE — Dividend

COG — Dividend — Sold

LIN — Dividend

ROP — None

CNRYX — None

MRK — Dividend

ACN — None

GM Bond — Dividend

AT&T Note — Interest

BRK 4343189 — Dividend

BDX — Dividend — Buy

BAC* — Dividend

PRU* — Dividend

SON* — Dividend

UL* — Dividend

/RETIREMENT ACCOUNT (H)

Shell Int'l Fin — Int./Div. — Sold

NBC Univ. Media — Int./Div. — Redeemed

Dow Chem. Note — Int./Div. — Sold

Home Depot Note — Int./Div.

Jeffries Group Note — Int./Div.

Citi GRP Note — Int./Div.

Tyson Note — Int./Div.

A-B Inbev Bond — Int./Div.

Oracle Bond — Int./Div.

VZ Bond — Int./Div.

B.A.M Bond - name change to BA — Int./Div.

Goldman S. Bond — Int./Div.

Blackrock Bond — Int./Div.

Target Bond — Int./Div.

Morgan Staney Bond — Int./Div.

Apple Note — Int./Div.

Brookfield PSHP — Distribution

Eaton - ETN — Distribution

T — Distribution

WBK 4461871 — Int./Div. — Buy

AAPL 12* — None

ADBE — None

BABA — None

APH — None

BRK.B (BA Boeing) — Int./Div. — Buy (add'l)

CME — None

CVX — Int./Div.

CSCO — Int./Div. — Sold

CL — Int./Div.

CMCSA — Int./Div. — Sold

CMA — Int./Div. — Sold

COST — Distribution

DIS — Distribution

EOG — None — Buy

EOG — Sold

EW — None

CNP — None — Buy

CRL — None — Buy

HBAN — Int./Div. — Buy

HD — Int./Div.

JPM — Int./Div.

MGA — Int./Div.

MA — Int./Div.

PHM — Distribution — Sold (part)

RTN — Distribution

SIX — Distribution — Sold

STI* — Distribution — Sold

STV — Int./Div. — Buy

XOM — Int./Div. — Buy

WRK — Int./Div. — Sold

ZTS — Int./Div. — Buy (add'l)

CCI — Int./Div.

LPT — Int./Div.

HCN now WELL — Int./Div.

RIMOX — Int./Div.

CNRYX-FIERA — None

TBGVX — None — Sold

Pershing Gov't Account — Int./Div.

BA — Int./Div. — Buy (add'l)

BLK — None — Buy

BLK — Sold

SCHWAB JT ACCOUNT (H)

British Petroleum — Dividend — Buy (add'l)

British Petroleum — Buy (add'l)

Schwab Money Market Fund SWRXX — Interest — Buy (add'l)

Schwab Money Market Fund SWRXX — Sold (part)

Schwab Money Market Fund SWRXX — Sold

Schwab Invest Money Fund (Pers) SWZXX — Int./Div.

SHPD — Dividend — Sold (part)

T — Int./Div. — Buy

T — Buy (add'l)

GILD — Dividend — Buy

GILD — Buy (add'l)

BABA — None — Buy

OTLK — None — Buy

OTLK — Sold

DWBP (as of 6/3/19 reorg DDDOW) — None

Officer/Director

Liability — VISA — Credit card

Reimbursement — University of Texas — 4/2019 — South Carolina — Judge Brown Admiralty Law Cup Competition — Hotel & Airfare

LAMR Inadvertently listed as partial sale last year - should have been listed as Sold All last year.

DHR Inadvertently listed as whole sale last year - should have been listed as a Partial Sale last year.

BAC Inadvertently omitted from last year's report

PRU Inadvertently omitted from last year's report

SON Inadvertently omitted from last year's report

UL Inadvertently omitted from last year's report

AAPL 12 Inadvertently omitted from last year's report

STI inadvertently listed as a partial sale last year, should have been listed as a Sold All

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.