Jan Ely DuBois
2020
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Pull out the substance of this filing.
What was filed
112
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
INDIVIDUAL ASSETS (H)
WELLS FARGO (cash) — Interest
ACCOUNT #1 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
MSBNA PREFERRED SAVINGS- QC (cash) (X) — Interest
FEDERATED US TRSY CSH RES INST (UTIXX) — Dividend — Sold
ARCELORMITTAL CL A NY REGISTRY (MT) — None
CISCO SYS INC (CSCO) — Dividend
CITIGROUP INC NEW (C) — Dividend
CORTEVA INC (CTVA) — Dividend
DISCOVER FINCL SVCS (DFS) — Dividend
DOW INC (DOW) — Dividend
DUPONT DE NEMOURS INC (DD) (X) — Dividend
FACEBOOK INC CL-A (FB) — None
HOME DEPOT INC (HD) — Dividend
INTEL CORP (INTC) — Dividend
MERCK & CO INC NEW COM (MRK) — Dividend
PFIZER INC (PFE) — Dividend
STARBUCKS CORP WASHINGTON (SBUX) — Dividend
VIATRIS INC (VTRS) — Dividend
CHESAPEAKE ENERGY CORP (CHK) — None — Sold
ESC SEVENTY SEVEN (SESEZ) (Y)
ACCOUNT #2 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
FACEBOOK INC CL-A (FB) — None
FREEPORT-MCMORAN CL-B (FCX) — Dividend
ISHARES MSCI EAFE ETF (EFA) — Dividend
ISHARES MSCI EMERGING MKTS ETF (EEM) — Dividend
WISDOM TREE INTL LARGE CAP (DOL) — Dividend
ACCOUNT #3 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
CITIGROUP INC NEW (C) — Dividend
CLEARWAY ENERGY INC CL A (CWEN'A) — Dividend
CROWN CASTLE INTL CORP (CCI) — Dividend
DONNELLEY R R & SONS CO COM (RRD) — Dividend
MORGAN STANLEY (MS) — Dividend
VODAFONE GROUP PLC (VOD) — Dividend
WILLIAMS CO INC (WMB) — Dividend
ACCOUNT #4 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
MSBNA PREFERRED SAVINGS- QC (CASH) (X) — Interest
FEDERATED US TRSY CSH RES INST (UTIXX) (Y)
APPLE INC (AAPL) — Dividend
GENERAL ELECTRIC CO (GE) — Dividend
WABTEC CORP (WAB) — Dividend
ACCOUNT #5 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
MSBNA PREFERRED SAVINGS- QC (cash) (X) — Interest
AT&T INC (T) — Dividend
BED BATH & BEYOND INC (BBBY) — Dividend — Buy
MANITEX INTL INC COM (MNTX) — None
NCR CORPORATION (NCR) (Y)
ROYAL DUTCH SHELL PLC (RDS'A) — Dividend
TERADATA CORP (TDC) (Y)
USA TECHNOLOGIES INC (USAT) — None — Sold (part)
VENTAS INC (VTR) — Dividend
INDIVIDUAL ASSETS (H)
WELLS FARGO (cash) — Interest
ACCOUNT #1 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
MSBNA PREFERRED SAVINGS- QC (cash) (X) — Interest
FEDERATED US TRSY CSH RES INST (UTIXX) — Dividend — Sold
ARCELORMITTAL CL A NY REGISTRY (MT) — None
CISCO SYS INC (CSCO) — Dividend
CITIGROUP INC NEW (C) — Dividend
CORTEVA INC (CTVA) — Dividend
DISCOVER FINCL SVCS (DFS) — Dividend
DOW INC (DOW) — Dividend
DUPONT DE NEMOURS INC (DD) (X) — Dividend
FACEBOOK INC CL-A (FB) — None
HOME DEPOT INC (HD) — Dividend
INTEL CORP (INTC) — Dividend
MERCK & CO INC NEW COM (MRK) — Dividend
PFIZER INC (PFE) — Dividend
STARBUCKS CORP WASHINGTON (SBUX) — Dividend
VIATRIS INC (VTRS) — Dividend
CHESAPEAKE ENERGY CORP (CHK) — None — Sold
ESC SEVENTY SEVEN (SESEZ) (Y)
ACCOUNT #2 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
FACEBOOK INC CL-A (FB) — None
FREEPORT-MCMORAN CL-B (FCX) — Dividend
ISHARES MSCI EAFE ETF (EFA) — Dividend
ISHARES MSCI EMERGING MKTS ETF (EEM) — Dividend
WISDOM TREE INTL LARGE CAP (DOL) — Dividend
ACCOUNT #3 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
CITIGROUP INC NEW (C) — Dividend
CLEARWAY ENERGY INC CL A (CWEN'A) — Dividend
CROWN CASTLE INTL CORP (CCI) — Dividend
DONNELLEY R R & SONS CO COM (RRD) — Dividend
MORGAN STANLEY (MS) — Dividend
VODAFONE GROUP PLC (VOD) — Dividend
WILLIAMS CO INC (WMB) — Dividend
ACCOUNT #4 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
MSBNA PREFERRED SAVINGS- QC (CASH) (X) — Interest
FEDERATED US TRSY CSH RES INST (UTIXX) (Y)
APPLE INC (AAPL) — Dividend
GENERAL ELECTRIC CO (GE) — Dividend
WABTEC CORP (WAB) — Dividend
ACCOUNT #5 (H)
MORGAN STANLEY PRIVATE BANK (cash) — Interest
MSBNA PREFERRED SAVINGS- QC (cash) (X) — Interest
AT&T INC (T) — Dividend
BED BATH & BEYOND INC (BBBY) — Dividend — Buy
MANITEX INTL INC COM (MNTX) — None
NCR CORPORATION (NCR) (Y)
ROYAL DUTCH SHELL PLC (RDS'A) — Dividend
TERADATA CORP (TDC) (Y)
USA TECHNOLOGIES INC (USAT) — None — Sold (part)
VENTAS INC (VTR) — Dividend
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.