Ask Donna

Pull out the substance of this filing.

What was filed

  • 228

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Trinity Management LLC - Salary reported on Form W-2

As filed

United Missouri Bank (UMB) Accounts — Interest

The Lincoln National Life Ins Co Variable Life Insurance Policies: (H)

Am Fds Intl Fund (C2) — Dividend

Del VIP REIT Series (Std Cls) — Dividend

Del VIP Smid Cap Core Std Cls — Dividend

MFS VIT Total Return Series IC — Dividend

MFS VIT Utilities Series IC — Dividend

PIMCO VIT Com RR Strt Port AC — Dividend

Del VIP Emrg Mkt Srs (Std Cls) — Dividend

LVIP SSGA S&P 500 Index SC — Dividend

Fid VIP Mid Cap Port SVC — Dividend

The Metropolitan Life Insurance Co Whole Life Insurance Policies — Dividend

Investment Account #1-Fidelity (H)

Fidelity cash — Interest

Columbia Seligman Com and Info CL I2 — Dividend

American Europacific Growth Fund F3 — Dividend

Natixis US Equity Opportunities CL Y — Dividend

The New Economy Fund F3 — Dividend

American Small Cap World Fund F3 — Dividend

Templeton Developing Markets Ttrust R6 — Dividend

Proshares Trust S&P 500 Divid — Dividend

Fidelity MSCI Health Care Index — Dividend — Buy

Ishares TR MBS ETF — Dividend — Buy

Ishares TR US Treas BD ETF — Dividend — Buy

Ishares US Financials ETF — Dividend — Buy

Ishares US Financials ETF — Sold (part)

Ishares US Financials ETF — Sold

Rollover IRA #3-Fidelity (H)

Ishares Core S&P Mid Cap ETF — Dividend — Buy (add'l)

Ishares Core S&P Mid Cap ETF — Sold

Ishares Core S&P Small Cap ETF — Dividend — Buy (add'l)

Ishares Core S&P Small Cap ETF — Sold

Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy (add'l)

Fidelity Government Cash Reserves — Dividend

Fidelity MSCI Heatlh Care Index ETF — Dividend — Buy

Fidelity MSCI Heatlh Care Index ETF — Buy (add'l)

Fidelity MSCI Heatlh Care Index ETF — Buy (add'l)

Fidelity MSCI Information Technology Index ETF — Dividend — Buy (add'l)

Ishares Trust Core MSCI EAFE ETF — Dividend — Sold (part)

Ishares Inc Core MSCI Emergin Mkts ETF — Dividend — Sold (part)

Ishares Core S&P Total US Stock Market ETF — Dividend

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

Proshares Trust S&P 500 Divid Aristocrats ETF — Dividend — Buy (add'l)

Proshares Trust S&P 500 Divid Aristocrats ETF — Buy (add'l)

Fidelity Low Duration Bond Factor ETF — Dividend — Sold (part)

Fidelity Low Duration Bond Factor ETF — Buy (add'l)

Ishares TR 20 YR TR BD ETF — Dividend — Sold (part)

Ishares TR 20 YR TR BD ETF — Sold

Ishares TR MBS ETF — Dividend — Buy (add'l)

Ishares TR MBS ETF — Sold (part)

Ishares TR US TREAS BD ETF — Dividend — Sold (part)

Ishares TR US TREAS BD ETF — Buy (add'l)

Federated Hermes Kauffman Sm Cap IS — Dividend — Buy

Lord Abbett Bond Debenture Class I — Dividend — Buy

Lord Abbett Bond Debenture Class I — Buy (add'l)

First TR Exchange Traded Fd NY ARCA Biotechnology Index FD — Dividend — Buy

Ishares TR NASDAQ Biotech — Dividend — Buy

Ishares TR NASDAQ Biotech — Buy (add'l)

Ishares TR US Med Dvc ETF — Dividend — Buy

Vaneck Vectors ETF TR Morningstar Wide — Dividend — Buy

Ishares TR IBOXX Hi Yd ETF — Dividend — Buy

Ishares TR ISHS 5-10Yr INVT — Dividend — Buy

Ishares TR ISHS 1-5Yr INVS — Dividend — Buy

Alphabet Inc Cap Stk CL C — Dividend — Buy

Amazon.Com Inc — Dividend — Buy

Apple Inc Com — Dividend — Buy

Microsoft Corp — Dividend — Buy

Realty Income Corp (Maryland) — Dividend — Buy

Realty Income Corp (Maryland) — Sold

Ishares US Financials ETF — Dividend — Buy

Ishares US Financials ETF — Sold (part)

Ishares US Financials ETF — Sold

Section 529 Plan #1 (H)

American Funds College 2027 Fund 529C — Dividend — Buy (add'l)

Section 529 Plan #2 (H)

American Funds College 2030 Fund 529C — Dividend — Buy (add'l)

Section 529 Plan #3 (H)

American Funds College 2033 Fund 529C — Dividend

Section 529 Plan #4 (H)

American Funds College 2033 Fund 529C — Dividend

Section 529 Plan #4 (H)

American Funds College 2036 Fund 529C — Dividend — Buy

Roth IRA #1-Fidelity (H)

Fidelity Government Cash Reserves — Dividend

Fidelity MSCI Information Technology Index ETF — Dividend — Sold

Ishares Core S&P 500 ETF — Dividend

Ishares Core S&P Mid Cap ETF — Dividend — Buy (add'l)

Ishares Core S&P Mid Cap ETF — Sold

Ishares Core S&P US Growth ETF — Dividend — Sold

Ishares Core S&P Small Cap E — Dividend — Sold

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

Ishares Trust Core MSCI EAFE ETF — Sold

Ishares Inc Core MSCI Emerging Mkts ETF — Dividend — Sold

Ishares Core S&P Total US Stock Market — Dividend — Buy (add'l)

Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy (add'l)

Ishares Edge MSCI Min Vol USA ETF — Sold

Proshares Trust S&P 500 Divid Aristocrats ETF — Dividend — Buy (add'l)

Proshares Trust S&P 500 Divid Aristocrats ETF — Sold (part)

Blackrock Mid Cap Growth Equity Instl — Dividend — Buy

Federated Hermes Kaufmann Sm Cap Is — Dividend — Buy

JP Morgan Emerging Mkts Equity Class I — Dividend — Buy

Morgan Stanley Intl Advantage Cl I — Dividend — Buy

ETF Managers TR Prime Mobile Pay — Dividend — Buy

Ishares TR NASDAQ Bio Tech — Dividend — Buy

Ishares TR US Med Dvc ETF — Dividend — Buy

Ishares TR MSCI USA Min Vol — Dividend — Buy

Apple Inc Com — Dividend — Buy

Microsoft Corp — Dividend — Buy

Ishares TR US Aer Def ETF — Dividend — Buy

Ishares TR US Aer Def ETF — Sold

Verizon Communications — Dividend — Buy

Verizon Communications — Sold

Fidelity MSCI Health Care Index ETF — Dividend — Buy

Fidelity MSCI Health Care Index ETF — Sold

United Missouri Bank (UMB) Accounts — Interest

The Lincoln National Life Ins Co Variable Life Insurance Policies: (H)

Am Fds Intl Fund (C2) — Dividend

Del VIP REIT Series (Std Cls) — Dividend

Del VIP Smid Cap Core Std Cls — Dividend

MFS VIT Total Return Series IC — Dividend

MFS VIT Utilities Series IC — Dividend

PIMCO VIT Com RR Strt Port AC — Dividend

Del VIP Emrg Mkt Srs (Std Cls) — Dividend

LVIP SSGA S&P 500 Index SC — Dividend

Fid VIP Mid Cap Port SVC — Dividend

The Metropolitan Life Insurance Co Whole Life Insurance Policies — Dividend

Investment Account #1-Fidelity (H)

Fidelity cash — Interest

Columbia Seligman Com and Info CL I2 — Dividend

American Europacific Growth Fund F3 — Dividend

Natixis US Equity Opportunities CL Y — Dividend

The New Economy Fund F3 — Dividend

American Small Cap World Fund F3 — Dividend

Templeton Developing Markets Ttrust R6 — Dividend

Proshares Trust S&P 500 Divid — Dividend

Fidelity MSCI Health Care Index — Dividend — Buy

Ishares TR MBS ETF — Dividend — Buy

Ishares TR US Treas BD ETF — Dividend — Buy

Ishares US Financials ETF — Dividend — Buy

Ishares US Financials ETF — Sold (part)

Ishares US Financials ETF — Sold

Rollover IRA #3-Fidelity (H)

Ishares Core S&P Mid Cap ETF — Dividend — Buy (add'l)

Ishares Core S&P Mid Cap ETF — Sold

Ishares Core S&P Small Cap ETF — Dividend — Buy (add'l)

Ishares Core S&P Small Cap ETF — Sold

Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy (add'l)

Fidelity Government Cash Reserves — Dividend

Fidelity MSCI Heatlh Care Index ETF — Dividend — Buy

Fidelity MSCI Heatlh Care Index ETF — Buy (add'l)

Fidelity MSCI Heatlh Care Index ETF — Buy (add'l)

Fidelity MSCI Information Technology Index ETF — Dividend — Buy (add'l)

Ishares Trust Core MSCI EAFE ETF — Dividend — Sold (part)

Ishares Inc Core MSCI Emergin Mkts ETF — Dividend — Sold (part)

Ishares Core S&P Total US Stock Market ETF — Dividend

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

Proshares Trust S&P 500 Divid Aristocrats ETF — Dividend — Buy (add'l)

Proshares Trust S&P 500 Divid Aristocrats ETF — Buy (add'l)

Fidelity Low Duration Bond Factor ETF — Dividend — Sold (part)

Fidelity Low Duration Bond Factor ETF — Buy (add'l)

Ishares TR 20 YR TR BD ETF — Dividend — Sold (part)

Ishares TR 20 YR TR BD ETF — Sold

Ishares TR MBS ETF — Dividend — Buy (add'l)

Ishares TR MBS ETF — Sold (part)

Ishares TR US TREAS BD ETF — Dividend — Sold (part)

Ishares TR US TREAS BD ETF — Buy (add'l)

Federated Hermes Kauffman Sm Cap IS — Dividend — Buy

Lord Abbett Bond Debenture Class I — Dividend — Buy

Lord Abbett Bond Debenture Class I — Buy (add'l)

First TR Exchange Traded Fd NY ARCA Biotechnology Index FD — Dividend — Buy

Ishares TR NASDAQ Biotech — Dividend — Buy

Ishares TR NASDAQ Biotech — Buy (add'l)

Ishares TR US Med Dvc ETF — Dividend — Buy

Vaneck Vectors ETF TR Morningstar Wide — Dividend — Buy

Ishares TR IBOXX Hi Yd ETF — Dividend — Buy

Ishares TR ISHS 5-10Yr INVT — Dividend — Buy

Ishares TR ISHS 1-5Yr INVS — Dividend — Buy

Alphabet Inc Cap Stk CL C — Dividend — Buy

Amazon.Com Inc — Dividend — Buy

Apple Inc Com — Dividend — Buy

Microsoft Corp — Dividend — Buy

Realty Income Corp (Maryland) — Dividend — Buy

Realty Income Corp (Maryland) — Sold

Ishares US Financials ETF — Dividend — Buy

Ishares US Financials ETF — Sold (part)

Ishares US Financials ETF — Sold

Section 529 Plan #1 (H)

American Funds College 2027 Fund 529C — Dividend — Buy (add'l)

Section 529 Plan #2 (H)

American Funds College 2030 Fund 529C — Dividend — Buy (add'l)

Section 529 Plan #3 (H)

American Funds College 2033 Fund 529C — Dividend

Section 529 Plan #4 (H)

American Funds College 2033 Fund 529C — Dividend

Section 529 Plan #4 (H)

American Funds College 2036 Fund 529C — Dividend — Buy

Roth IRA #1-Fidelity (H)

Fidelity Government Cash Reserves — Dividend

Fidelity MSCI Information Technology Index ETF — Dividend — Sold

Ishares Core S&P 500 ETF — Dividend

Ishares Core S&P Mid Cap ETF — Dividend — Buy (add'l)

Ishares Core S&P Mid Cap ETF — Sold

Ishares Core S&P US Growth ETF — Dividend — Sold

Ishares Core S&P Small Cap E — Dividend — Sold

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

Ishares Trust Core MSCI EAFE ETF — Sold

Ishares Inc Core MSCI Emerging Mkts ETF — Dividend — Sold

Ishares Core S&P Total US Stock Market — Dividend — Buy (add'l)

Ishares Edge MSCI Min Vol USA ETF — Dividend — Buy (add'l)

Ishares Edge MSCI Min Vol USA ETF — Sold

Proshares Trust S&P 500 Divid Aristocrats ETF — Dividend — Buy (add'l)

Proshares Trust S&P 500 Divid Aristocrats ETF — Sold (part)

Blackrock Mid Cap Growth Equity Instl — Dividend — Buy

Federated Hermes Kaufmann Sm Cap Is — Dividend — Buy

JP Morgan Emerging Mkts Equity Class I — Dividend — Buy

Morgan Stanley Intl Advantage Cl I — Dividend — Buy

ETF Managers TR Prime Mobile Pay — Dividend — Buy

Ishares TR NASDAQ Bio Tech — Dividend — Buy

Ishares TR US Med Dvc ETF — Dividend — Buy

Ishares TR MSCI USA Min Vol — Dividend — Buy

Apple Inc Com — Dividend — Buy

Microsoft Corp — Dividend — Buy

Ishares TR US Aer Def ETF — Dividend — Buy

Ishares TR US Aer Def ETF — Sold

Verizon Communications — Dividend — Buy

Verizon Communications — Sold

Fidelity MSCI Health Care Index ETF — Dividend — Buy

Fidelity MSCI Health Care Index ETF — Sold

Spouse's income — 2020 — Trinity Management LLC - Salary reported on Form W-2

Spouse's income — 2020 — Trinity Management LLC - Salary reported on Form W-2

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.