David M. Ebel
2016Annual
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What was filed
260
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Public Emplovees Retirement Association (PERA) « retirement
As filed
Fidelity Magellan Fd — Int/Div — Sold
Janus Contrarian Fd. — None — Sold (part)
Janus Contrarian Fd. — Sold (part)
Janus Contrarian Fd. — Sold
Janus Global Life Science Fd. D — None — Sold (part)
Janus Global Life Science Fd. D — Sold (part)
Janus Global Life Science Fd. D — Sold
Janus Money Market Fd. D — Interest
Fidelity Cash Reserves — Interest
Fidelity Select Energy Service Fd. — None
EYEns Inc. Class A Common Stock — None
EYEns Inc. Class B Common Stock — None
Janus Growth & Income Fd. D — Int/Div
Fidelity US. Gov't Reserves — Interest
Fidelity Emerging Markets Fd — Int/Div
Fidelity Value Fd, — Int/Div
Fidelity Diversified Int'l Fd. — Int/Div
Dodge & Cox Stock Fd. — Int/Div — Sold (part)
Dodge & Cox Stock Fd. — Sold (part)
Dodge & Cox Stock Fd. — Buy (add'l)
Dodge & Cox Stock Fd. — Sold (part)
Dodge & Cox Balanced Fd. — Int/Div — Buy (add'l)
Dodge & Cox Income Fd. — Int/Div — Buy (add'l)
Dodge & Cox Income Fd. — Buy (add'l)
Dodge & Cox Income Fd. — Sold (part)
Dodge & Cox Income Fd. — Buy (add'l)
Dodge & Cox Income Fd. — Sold (part)
Janus Short Term Bond Fd. D — Int/Div
Itech US. Core Fd. D — None — Sold
Perkins Mid-Cap Value Fd. D — Int/Div — Sold (part)
Perkins Mid-Cap Value Fd. D — Buy (add'l)
Fidelity Int'l Small Cap Fd — Int/Div
Fidelity Contra Fd — Int/Div
Dodge & Cox Intemational Stock Fd(F/K/A Dodge & Cox International Fd) — Int/Div
Northwestern Mutual Modified Whole Life Policies — Interest
Mass. Mutual Whole Life Policy — Interest
Thrivant Lutheran Brotherhood Whole Life Policy — Interest
Janus Enterprise Fund D — Int/Div — Sold (part)
Janus Enterprise Fund D — Buy (add'l)
Fidelity Environmental and Alternative Energy — Int/Div
Janus Fund D — Int/Div
Fidelity Select Natural Resources — Int/Div
Dodge & Cox Global Stock Fd. — Int/Div — Sold (part)
Dodge & Cox Global Stock Fd. — Buy (add'l)
Dodge & Cox Global Stock Fd. — Sold (part)
Open Intelligence Software Group, Inc Class A Common Stock — Int/Div
Lyza Software Group, Inc. Class A Common Stock — Int/Div — Sold
Apple Inc — Int/Div — Sold (part)
Apple Inc — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
CVS Health Corp — Int/Div
Triangle Petroleum — None — Sold
Medallion Resources — None
Fidelity Select Health Care — Int/Div — Sold
US Bank — Interest
Fidelity Acct. Individual — Interest
Alon USA Partners — None — Buy (add'l)
Alon USA Partners — Sold (part)
Alon USA Partners — Sold
Monroe Com — None — Sold
Alibaba Group Hidg Ltd (BABA) — Int/Div — Sold (part)
Alibaba Group Hidg Ltd (BABA) — Sold
Disney Walt Co — Distribution — Sold
Rave Restaurant — None — Sold
Nike Inc Class B (NKE) — Int/Div — Buy (add'l)
Nike Inc Class B (NKE) — Sold
Whole Foods MKT Inc (WFM) (See Note 1)
Costco Wholesale Corp (COST) — Int/Div — Sold
Costco Wholesale Corp (COST) — Buy
Petmed Express Inc — Int/Div — Sold (part)
Petmed Express Inc — Buy (add'l)
Petmed Express Inc — Buy (add'l)
Petmed Express Inc — Sold (part)
Northern Tier Energylp — None — Sold
IRA £1 (H)
Janus Research Fd D — None — Buy
Janus Research Fd D — Sold (part)
Janus Research Fd D — Sold
Junus Global Technology Fund — Int/Div — Buy
Janus Global Research Fund D Shares (See Note 2) — None — Sold
Janus Triton Fund D Shares (See Note 3) — None — Sold (part)
Janus Triton Fund D Shares (See Note 3) — Sold
Brokerage (H)
A Mark Precious Metals Inc — None — Buy
A Mark Precious Metals Inc — Sold
ABBVIE Inc — None — Buy
ABBVIE Inc — Sold
Alphabet Inc — None — Buy
Alphabet Inc — Buy (add'l)
Alphabet Inc — Buy (add'l)
Alphabet Inc — Sold (part)
Alphabet Inc — Buy (add'l)
Alphabet Inc — Sold
Amazon.Com Inc — None — Buy
Amazon.Com Inc — Buy (add'l)
Amazon.Com Inc — Sold
Amazon.Com Inc — Buy
Amazon.Com Inc — Buy (add'l)
Amazon.Com Inc — Buy (add'l)
Amazon.Com Inc — Sold (part)
At Home Group Inc — None — Buy
At Home Group Inc — Sold
Avid Technologies Inc — None — Buy
Avid Technologies Inc — Sold
CVS Health Corp — Int/Div — Buy
CVS Health Corp — Sold
Dynamic Matenals — None — Buy
Dynamic Matenals — Sold
Edwards Life Sciences Corp — None — Buy
Edwards Life Sciences Corp — Sold
Enanta Pharmaceuticals — None — Buy
Enanta Pharmaceuticals — Sold
Express Inc Com — None — Buy
Express Inc Com — Sold
Exxon Mobil Comp — Int/Div — Buy
Exxon Mobil Comp — Sold
Facebook Inc Com — None — Buy
Facebook Inc Com — Sold
Five Prime Therapeutics Inc — None — Buy
Five Prime Therapeutics Inc — Buy (add'l)
Five Prime Therapeutics Inc — Sold
Flex Ltd Com — None — Buy
Flex Ltd Com — Sold
General Motors Co Com — Int/Div — Buy
General Motors Co Com — Sold
General Motors Co Com — Buy
General Motors Co Com — Sold
Gilead Sciences Inc — None — Buy
Gilead Sciences Inc — Sold
Idexx Labs Corp — None — Buy
Idexx Labs Corp — Sold
Intel Corp — Int/Div — Buy
Intel Corp — Sold
Jinkosolar Holding Co — None — Buy
Jinkosolar Holding Co — Buy (add'l)
Jinkosolar Holding Co — Sold
JP Morgan Chase & Co — None — Buy
JP Morgan Chase & Co — Sold (part)
Kroger Co Com — None — Sold
Kroger Co Com — Buy
Kroger Co Com — Sold
Kroger Co Com — Buy
Kroger Co Com — Sold
Microsoft Corp — None — Buy
Microsoft Corp — Sold
Nvidia Corp — Int/Div — Buy
Nvidia Corp — Buy (add'l)
Nvidia Corp — Sold
Nvidia Corp — Buy
Nvidia Corp — Sold
Nvidia Corp — Buy
Nvidia Corp — Sold (part)
Powershares Exch Traded Fd — Int/Div — Buy
Powershares Exch Traded Fd — Sold
Randgold Res Ltd ADR — None — Buy
Randgold Res Ltd ADR — Sold (part)
Randgold Res Ltd ADR — Sold
SalesForce Com Inc — None — Buy
SalesForce Com Inc — Sold
SalesForce Com Inc — Buy
SalesForce Com Inc — Sold
Sector Spdr Tr Shs Ben Int Energy — Int/Div — Buy
Sector Spdr Tr Shs Ben Int Energy — Sold
Sector Spdr Tr Shs Ben Int Utilities — None — Buy
Sector Spdr Tr Shs Ben Int Utilities — Sold
Sirius XM Holdings Inc — Int/Div — Buy
Sirius XM Holdings Inc — Sold
Spdr Ser TR S&P BioTech ETF — None — Buy
Spdr Ser TR S&P BioTech ETF — Sold
Starbucks Corp — None — Buy
Starbucks Corp — Sold
Sunedison Inc — None — Buy
Sunedison Inc — Buy (add'l)
Sunedison Inc — Sold
Titan Pharmaceutical — None — Buy
Titan Pharmaceutical — Sold
TIX Cos Inc — Int/Div — Buy
TIX Cos Inc — Buy (add'l)
TIX Cos Inc — Sold (part)
TIX Cos Inc — Sold (part)
Transenterix Inc — None — Buy
Transenterix Inc — Sold
Transenterix Inc — Buy
Transenterix Inc — Buy (add'l)
Transenterix Inc — Sold
Triangle Cap Corp — None — Buy
Triangle Cap Corp — Sold
Valero Energy Corp — Int/Div — Buy
Valero Energy Corp — Sold
Verizon Communications — None — Buy
Verizon Communications — Sold
Wal-Mart Stores — Int/Div — Buy
Wal-Mart Stores — Sold
Wells Fargo & Co — None — Buy
Wells Fargo & Co — Sold
CVR Refng LP Com — None — Buy
CVR Refng LP Com — Sold
Spdr Gold Tr Gold Shs — None — Buy
Spdr Gold Tr Gold Shs — Sold (part)
Spdr Gold Tr Gold Shs — Sold (part)
Spdr Gold Tr Gold Shs — Sold (part)
Spdr Gold Tr Gold Shs — Sold (part)
Spdr Gold Tr Gold Shs — Sold
Spdr Gold Tr Gold Shs — Buy
Spdr Gold Tr Gold Shs — Sold (part)
Spdr Gold Tr Gold Shs — Sold (part)
Spdr Gold Tr Gold Shs — Sold
Spdr Gold Tr Gold Shs — Buy
Spdr Gold Tr Gold Shs — Sold (part)
Spdr Gold Tr Gold Shs — Sold (part)
Electronic Arts (X) — None — Sold
Ishares Core S&P 500) ETF — None — Buy
Fidelity Nasdaq Composite Index (See Note 4) — None
Fidelity MSC Finls Index ETF — Int/Div — Buy
AT&T — None — Buy
Amgen Inc — None — Buy
Merck & Co Inc — None — Buy
ALPS ETF Trust Medical (See Note 5) — None — Sold
Cyber-Ark Software (See Note 6) — None — Sold
Kroger Co Com (See Note 7) — None — Sold
Kroger Co Com (See Note 7) — Buy
Kroger Co Com (See Note 7) — Sold
Kroger Co Com (See Note 7) — Buy
Kroger Co Com (See Note 7) — Sold
Vasco Data Security Intl (See Note 8) — None — Sold
Electronic Arts (X) — None — Sold
IRA #2 (H)
Wells Fargo Co — None — Buy
Wells Fargo Co — Sold
Tesla Inc Com — None — Buy
Tesla Inc Com — Sold
Alphabet Inc — None — Buy
Alphabet Inc — Buy (add'l)
Alphabet Inc — Buy (add'l)
Alphabet Inc — Sold
Alphabet Inc — Buy
Alphabet Inc — Buy (add'l)
Alphabet Inc — Sold (part)
Fidelity Low Priced Stock — None — Buy
Fidelity Low Priced Stock — Buy (add'l)
Fidelity Low Priced Stock — Sold
Facebook Inc — None — Buy
Facebook Inc — Sold
SalesForce Com Inc — None — Buy
SalesForce Com Inc — Sold
Chipotle Mexican Grill — None — Buy
Chipotle Mexican Grill — Sold
Chipotle Mexican Grill — Buy
Chipotle Mexican Grill — Sold
Chipotle Mexican Grill — Buy
Chipotle Mexican Grill — Sold (part)
Chipotle Mexican Grill — Sold
Fidelity Small Cap Enhanced Index Fund (See Note 9) — Int/Div
PowerShares Exchange Traded Fd Tr 1 — None — Buy
Johnson & Johnson — Int/Div — Buy
Fidelity Global Equity Income (See Note 1 — None — Sold
Fidelity MSCI Consumer Discretionary Index ETF (See Note 11) — None — Sold (part)
Fidelity MSCI Consumer Discretionary Index ETF (See Note 11) — Sold
Fidelity Select Biotechnology (See Note 2) — None — Sold
Spouse's income — 2016 — Public Emplovees Retirement Association (PERA) « retirement
1) Line 68 - Whole Foods MKT Inc was reported in 2015 report as a Part Sale but should have been reported as a Sale. This was an inadvertant error and did nor
raise any conflict of interest issues.
2) Line 81 - Janus Global Research Fund D Shares was purchased 1/08/2015, Value Code J. No income in 2015. This disclosure was inadvertantly omitted on my
2015 report. This omission did not raise any conflict of interest issues.
3) Line 82 - Janus Triton Fund D Shares was purchased 9/10/2015, Value Code K. No income in 2015. This disclosure was inadvertantly omitted on my 2015
report. This omission did not raise any conflict of interest issues.
4) Line 214 - Fidelity Nasdaq Composite Index was purchased 2/27/2015, Value Code J. No income in 2015. This disclosure was inadvertantly omitted on my
2015 report. This omission did not raise any conflict of interest issues.
5) Line 219 - ALPS ETF Trust Medical was purchased 11/19/2015, Value Code J. No income in 2015, This disclosure was inadvertantly omitted on my 2015
report. This omission did not raise any conflict of interest issues.
6) Line 220 - Cyber-Ark Software was purchased 9/24/2015, Value Code J. No income in 2015. This disclosure was inadvertantly omitted on my 2015 report.
This omission did not raise any conflict of interest issues.
7) Line 221 - Kroger Co Com was purchased 4/28/2015, Value Code J. No income in 2015. This disclosure was inadvertantly omitted on my 2015 report. This
omission did not raise any conflict of interest issues.
8) Line 226 - Vasco Data Security was purchased 7/28/2015, Value Code J. No income in 2015, This disclosure was inadvertantly omitted on my 2015 report.
This omission did not raise any conflict of interest issues,
9) Line 254 - Fidelity Small Cap Enhanced Index Fund wus purchased 7/19/2015, Value Code J and sold in part on 12/16/2015, Value Code J and no gain Income
type "Dividend" und Income Amount code A in 2015. This disclosure was inadvertantly omitted on my 2015 report. This omission did not raise any conflict of
interest issues.
10) Line 257 - Fidelity Global Equity Income was purchased 1/08/2015, Value Code J. No income in 2015, This disclosure was inadvertantly omitted on my 2015
report. This omission did not raise any conflict of interest issues.
11) Line 258 - Fidelity MSCI Consumer Discretionary Index ETF was purchased 9/10/2015, Value Code K. No income in 2015. This disclosure was
inadvertantly omitted on my 2015 report. This omission did not raise any conflict of interest issues.
12) Line 260 - Fidelity Select Biotechnology was purchased 2/27/2015 and on 4/10/15, Value Codes J. No income in 2015. This disclosure was inadvertantly
omitted on my 2015 report. This omission did not raise any conflict of interest issues.
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.