Ask Donna

Pull out the substance of this filing.

What was filed

  • 216

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

GIS — None — Sold

Charles Schwab IRA (see note in VIII)

VZ — Dividend

TRTN — Dividend

DUK — Dividend — Sold

SO — Dividend

EOD — Dividend

IP — Dividend

SVC — Dividend — Sold

LYB — Dividend

STX — Dividend

RSDB — Dividend — Sold

GLAD — Dividend

GSLPRB — Dividend

GSK — Dividend — Sold (part)

IBM — Dividend

IRM — Dividend

T — Dividend — Sold (part)

SLB — Dividend

GIS — Dividend — Buy

INTC — Dividend — Buy

INTC — Dividend — Buy (add'l)

KALU — Dividend — Buy

KALU — Dividend — Buy (add'l)

COG — Dividend — Sold

TXN — Dividend — Buy

TXN — None — Sold

WFC — Dividend — Buy

WFC — None — Sold

BSX — Dividend — Buy

GIS — Dividend — Buy

KALU — Dividend — Buy

KALU — None — Buy (add'l)

SEIC — Dividend — Buy

SEIC — None — Sold

NUE — Dividend — Sold

GD — Dividend — Sold

XOM — Dividend

WY — Dividend — Sold

CCL — Dividend — Sold

COG — Dividend — Sold

TXN — Dividend — Buy

TXN — None — Sold

WFC — Dividend — Buy

WFC — Dividend — Buy (add'l)

WFC — None — Sold

DOW — Dividend — Buy

DOW — Dividend — Buy (add'l)

HOG — Dividend — Buy

HOG — None — Sold

BSX — Dividend — Buy

BSX — None — Sold

PVG — None — Sold

FCAU — Dividend — Buy

RIO — Dividend — Buy

RIO — Dividend — Buy (add'l)

WMB — Dividend — Buy

PLAB — Dividend — Buy

PG — Dividend — Buy

PG — None — Sold

FICO — Buy

ADBE — None — Buy

INTU — Buy

ZBRA — None — Buy

APPL — Dividend — Buy

SWVXX — Dividend

Pillar Energy — Royalty

USAA Checking Account — Interest

USAA Savings Account — Interest

Charles Schwab Brokerage Account — Interest

USAA Performance First Savings Account — Interest

Gold Coin Collection — None

Charles Schwab IRA (see note in VIII)

VZ — Dividend

TRTN — Dividend

DUK — Dividend — Sold

SO — Dividend

EOD — Dividend

IP — Dividend

SVC — Dividend — Sold

LYB — Dividend

STX — Dividend

RSDB — Dividend — Sold

GLAD — Dividend

GSLPRB — Dividend

GSK — Dividend — Sold (part)

IBM — Dividend

IRM — Dividend

T — Dividend — Sold (part)

SLB — Dividend

GIS — Dividend — Buy

INTC — Dividend — Buy

INTC — Dividend — Buy (add'l)

KALU — Dividend — Buy

KALU — Dividend — Buy (add'l)

COG — Dividend — Sold

TXN — Dividend — Buy

TXN — None — Sold

WFC — Dividend — Buy

WFC — None — Sold

BSX — Dividend — Buy

GIS — Dividend — Buy

GIS — None — Sold

KALU — Dividend — Buy

KALU — None — Buy (add'l)

SEIC — Dividend — Buy

SEIC — None — Sold

NUE — Dividend — Sold

GD — Dividend — Sold

XOM — Dividend

WY — Dividend — Sold

CCL — Dividend — Sold

COG — Dividend — Sold

TXN — Dividend — Buy

TXN — None — Sold

WFC — Dividend — Buy

WFC — Dividend — Buy (add'l)

WFC — None — Sold

DOW — Dividend — Buy

DOW — Dividend — Buy (add'l)

HOG — Dividend — Buy

HOG — None — Sold

BSX — Dividend — Buy

BSX — None — Sold

PVG — None — Sold

FCAU — Dividend — Buy

RIO — Dividend — Buy

RIO — Dividend — Buy (add'l)

WMB — Dividend — Buy

PLAB — Dividend — Buy

PG — Dividend — Buy

PG — None — Sold

FICO — Buy

ADBE — None — Buy

INTU — Buy

ZBRA — None — Buy

APPL — Dividend — Buy

SWVXX — Dividend

Pillar Energy — Royalty

USAA Checking Account — Interest

USAA Savings Account — Interest

Charles Schwab Brokerage Account — Interest

USAA Performance First Savings Account — Interest

Gold Coin Collection — None

Charles Schwab IRA (see note in VIII)

VZ — Dividend

TRTN — Dividend

DUK — Dividend — Sold

SO — Dividend

EOD — Dividend

IP — Dividend

SVC — Dividend — Sold

LYB — Dividend

STX — Dividend

RSDB — Dividend — Sold

GLAD — Dividend

GSLPRB — Dividend

GSK — Dividend — Sold (part)

IBM — Dividend

IRM — Dividend

T — Dividend — Sold (part)

SLB — Dividend

GIS — Dividend — Buy

INTC — Dividend — Buy

INTC — Dividend — Buy (add'l)

KALU — Dividend — Buy

KALU — Dividend — Buy (add'l)

COG — Dividend — Sold

TXN — Dividend — Buy

TXN — None — Sold

WFC — Dividend — Buy

WFC — None — Sold

BSX — Dividend — Buy

GIS — Dividend — Buy

GIS — None — Sold

KALU — Dividend — Buy

KALU — None — Buy (add'l)

SEIC — Dividend — Buy

SEIC — None — Sold

NUE — Dividend — Sold

GD — Dividend — Sold

XOM — Dividend

WY — Dividend — Sold

CCL — Dividend — Sold

COG — Dividend — Sold

TXN — Dividend — Buy

TXN — None — Sold

WFC — Dividend — Buy

WFC — Dividend — Buy (add'l)

WFC — None — Sold

DOW — Dividend — Buy

DOW — Dividend — Buy (add'l)

HOG — Dividend — Buy

HOG — None — Sold

BSX — Dividend — Buy

BSX — None — Sold

PVG — None — Sold

FCAU — Dividend — Buy

RIO — Dividend — Buy

RIO — Dividend — Buy (add'l)

WMB — Dividend — Buy

PLAB — Dividend — Buy

PG — Dividend — Buy

PG — None — Sold

FICO — Buy

ADBE — None — Buy

INTU — Buy

ZBRA — None — Buy

APPL — Dividend — Buy

SWVXX — Dividend

Pillar Energy — Royalty

USAA Checking Account — Interest

USAA Savings Account — Interest

Charles Schwab Brokerage Account — Interest

USAA Performance First Savings Account — Interest

Gold Coin Collection — None

The assets in Section VII, items 2 through 65 are held in self-directed IRA with Charles Schwab. This IRA was formerly held with USAA. On May 26, 2020, all

USAA brokerage accounts were transferred to Charles Schwab.

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.