Dolly Maizie Gee

2020

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Pull out the substance of this filing.

What was filed

252
investments
0
positions
0
gifts
3
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Bank of America account (cash-equivalent) — Interest

Citibank accounts (cash-equivalent) — Interest

E*Trade Financial accounts (cash- equivalent) — Interest

OneWest Bank accounts (cash-equivalent) — Interest

Ally Bank accounts (cash-equivalent) — Interest

Capital One accounts (cash-equivalent) — Interest

Wells Fargo accounts (cash-equivalent) — Interest

Brokerage Account #1 (H)

Blackberry Ltd Common Stock — None

Live Oak Bancshares Inc. Common Stock — Dividend

Stitch Fix Inc. Common Stock — None — Buy (add'l)

Equinor ASA Common Stock (formerly StatOil Hydro ASA) — Dividend

Nvidia Corp. Common Stock — Dividend — Sold (part)

Ambarella Common Stock — None

Skyworks Common Stock — Dividend

Kinder Morgan Common Stock — Dividend

Enterprise Products Partners Common Stock — Dividend

Mastercard, Inc. Common Stock — Dividend

Talend S.A. Common Stock — None

Shopify Inc. Common Stock — None

STMicroelectronics Common Stock — Dividend

Okta, Inc. Common Stock — None

Axon Enterprise, Inc. Common Stock — None

Zoom Video Communications, Inc. Common Stock — None — Buy

Fastly, Inc. Common Stock — None — Buy

Rockwell Automation, Inc. Common Stock (X) — Dividend

Zynga Inc. Common Stock — None — Buy

Sea Limited Common Stock — None — Buy

3M Company Common Stock — Dividend — Buy

Charles Schwab Corporation Common Stock — Dividend — Buy

Citigroup Common Stock — Dividend

Brokerage Account #2 (401(k)) (H)

ABA Retirement Stable Asset Return Fund — Interest

ABA Retirement Bond Core Plus Fund — Dividend

ABA Retirement Large Cap Equity Fund — Dividend

ABA Retirement Large Cap Index Equity Fund — Dividend

ABA Retirement All Cap Index Equity Fund — Dividend

ABA Retirement Small-Mid Cap Equity Fund — Dividend

ABA Retirement International All Cap Equity Fund — Dividend

ABA Retirement International Index Equity Fund — Dividend

TD Ameritrade Money Market Portfolio — Int./Div.

Ariel Appreciation Mid-Cap Blend Mutual Fund — Int./Div. — Sold (part)

Bridgeway Ultra Small Co. Mkt Fund — Int./Div.

Dodge & Cox Int'l Stock Fund — Int./Div.

Federated Prudent Bear Fund — Int./Div.

Forester Value Mutual Fund — Int./Div. — Sold

Voya Corporate Leaders Trust Series B Mutual Fund (formerly ING) — Dividend

Meridian Growth Fund — Int./Div. — Sold (part)

RBC Enterprise Fund (formerly Tamarack) — Int./Div. — Sold

Vanguard Star Mutual Fund — Int./Div.

San Juan Basin Royalty Trust — Dividend

GE Common Stock — Dividend

Home Depot Common Stock — Dividend

Intel Corp. Common Stock — Dividend

MSFT Common Stock — Dividend

Equinor ASA Common Stock (formerly StatOil Hydro ASA) — Dividend

Vanguard Dividend Growth Fund — Int./Div.

Parnassus Equity Income Fund — Int./Div.

Vanguard Selected Value Fund — Int./Div. — Sold

2030 Retirement Date Fund — Int./Div.

Activision Blizzard, Inc. Common Stock — None

Ambarella Common Stock — None — Sold

Apple Common Stock — Dividend

Paypal Common Stock — None

Shopify Common Stock — None

iQIYI, Inc. Common Stock — None

Zuora, Inc. Common Stock — None

Salesforce.com, Inc. Common Stock — None — Buy

Zscaler, Inc. Common Stock — None — Buy

Anaplan, Inc. Common Stock — None — Buy

Teradyne, Inc. Common Stock — Dividend — Buy

CrowdStrike Holdings, Inc. Common Stock — None — Buy

Viavi Solutions Inc. Common Stock — None — Buy

Inphi Corp. Common Stock — None — Buy

II-VI Inc. Common Stock — None — Buy

QuantumScape Corp. Common Stock — None — Buy

Brokerage Account #3 (401(k)) (H)

Metropolitan West Bond Fund — Int./Div.

T Rowe Price Tax Free High Yield Bond Fund — Dividend

JP Morgan Municipal Money Market Fund — Int./Div.

Gabelli US Treasury Money Market Fund — Dividend

Brokerage Account #4 (H)

Rockwell Automation Common Stock (Y)

United Technologies Corp. Common Stock (formerly Rockwell Collins)(Y)

Bank of America account (cash-equivalent) — Interest

Citibank accounts (cash-equivalent) — Interest

E*Trade Financial accounts (cash- equivalent) — Interest

OneWest Bank accounts (cash-equivalent) — Interest

Ally Bank accounts (cash-equivalent) — Interest

Capital One accounts (cash-equivalent) — Interest

Wells Fargo accounts (cash-equivalent) — Interest

Brokerage Account #1 (H)

Blackberry Ltd Common Stock — None

Live Oak Bancshares Inc. Common Stock — Dividend

Stitch Fix Inc. Common Stock — None — Buy (add'l)

Equinor ASA Common Stock (formerly StatOil Hydro ASA) — Dividend

Nvidia Corp. Common Stock — Dividend — Sold (part)

Ambarella Common Stock — None

Skyworks Common Stock — Dividend

Kinder Morgan Common Stock — Dividend

Enterprise Products Partners Common Stock — Dividend

Mastercard, Inc. Common Stock — Dividend

Talend S.A. Common Stock — None

Shopify Inc. Common Stock — None

STMicroelectronics Common Stock — Dividend

Okta, Inc. Common Stock — None

Axon Enterprise, Inc. Common Stock — None

Zoom Video Communications, Inc. Common Stock — None — Buy

Fastly, Inc. Common Stock — None — Buy

Rockwell Automation, Inc. Common Stock (X) — Dividend

Zynga Inc. Common Stock — None — Buy

Sea Limited Common Stock — None — Buy

3M Company Common Stock — Dividend — Buy

Charles Schwab Corporation Common Stock — Dividend — Buy

Citigroup Common Stock — Dividend

Brokerage Account #2 (401(k)) (H)

ABA Retirement Stable Asset Return Fund — Interest

ABA Retirement Bond Core Plus Fund — Dividend

ABA Retirement Large Cap Equity Fund — Dividend

ABA Retirement Large Cap Index Equity Fund — Dividend

ABA Retirement All Cap Index Equity Fund — Dividend

ABA Retirement Small-Mid Cap Equity Fund — Dividend

ABA Retirement International All Cap Equity Fund — Dividend

ABA Retirement International Index Equity Fund — Dividend

TD Ameritrade Money Market Portfolio — Int./Div.

Ariel Appreciation Mid-Cap Blend Mutual Fund — Int./Div. — Sold (part)

Bridgeway Ultra Small Co. Mkt Fund — Int./Div.

Dodge & Cox Int'l Stock Fund — Int./Div.

Federated Prudent Bear Fund — Int./Div.

Forester Value Mutual Fund — Int./Div. — Sold

Voya Corporate Leaders Trust Series B Mutual Fund (formerly ING) — Dividend

Meridian Growth Fund — Int./Div. — Sold (part)

RBC Enterprise Fund (formerly Tamarack) — Int./Div. — Sold

Vanguard Star Mutual Fund — Int./Div.

San Juan Basin Royalty Trust — Dividend

GE Common Stock — Dividend

Home Depot Common Stock — Dividend

Intel Corp. Common Stock — Dividend

MSFT Common Stock — Dividend

Equinor ASA Common Stock (formerly StatOil Hydro ASA) — Dividend

Vanguard Dividend Growth Fund — Int./Div.

Parnassus Equity Income Fund — Int./Div.

Vanguard Selected Value Fund — Int./Div. — Sold

2030 Retirement Date Fund — Int./Div.

Activision Blizzard, Inc. Common Stock — None

Ambarella Common Stock — None — Sold

Apple Common Stock — Dividend

Paypal Common Stock — None

Shopify Common Stock — None

iQIYI, Inc. Common Stock — None

Zuora, Inc. Common Stock — None

Salesforce.com, Inc. Common Stock — None — Buy

Zscaler, Inc. Common Stock — None — Buy

Anaplan, Inc. Common Stock — None — Buy

Teradyne, Inc. Common Stock — Dividend — Buy

CrowdStrike Holdings, Inc. Common Stock — None — Buy

Viavi Solutions Inc. Common Stock — None — Buy

Inphi Corp. Common Stock — None — Buy

II-VI Inc. Common Stock — None — Buy

QuantumScape Corp. Common Stock — None — Buy

Brokerage Account #3 (401(k)) (H)

Metropolitan West Bond Fund — Int./Div.

T Rowe Price Tax Free High Yield Bond Fund — Dividend

JP Morgan Municipal Money Market Fund — Int./Div.

Gabelli US Treasury Money Market Fund — Dividend

Brokerage Account #4 (H)

Rockwell Automation Common Stock (Y)

United Technologies Corp. Common Stock (formerly Rockwell Collins)(Y)

Bank of America account (cash-equivalent) — Interest

Citibank accounts (cash-equivalent) — Interest

E*Trade Financial accounts (cash- equivalent) — Interest

OneWest Bank accounts (cash-equivalent) — Interest

Ally Bank accounts (cash-equivalent) — Interest

Capital One accounts (cash-equivalent) — Interest

Wells Fargo accounts (cash-equivalent) — Interest

Brokerage Account #1 (H)

Blackberry Ltd Common Stock — None

Live Oak Bancshares Inc. Common Stock — Dividend

Stitch Fix Inc. Common Stock — None — Buy (add'l)

Equinor ASA Common Stock (formerly StatOil Hydro ASA) — Dividend

Nvidia Corp. Common Stock — Dividend — Sold (part)

Ambarella Common Stock — None

Skyworks Common Stock — Dividend

Kinder Morgan Common Stock — Dividend

Enterprise Products Partners Common Stock — Dividend

Mastercard, Inc. Common Stock — Dividend

Talend S.A. Common Stock — None

Shopify Inc. Common Stock — None

STMicroelectronics Common Stock — Dividend

Okta, Inc. Common Stock — None

Axon Enterprise, Inc. Common Stock — None

Zoom Video Communications, Inc. Common Stock — None — Buy

Fastly, Inc. Common Stock — None — Buy

Rockwell Automation, Inc. Common Stock (X) — Dividend

Zynga Inc. Common Stock — None — Buy

Sea Limited Common Stock — None — Buy

3M Company Common Stock — Dividend — Buy

Charles Schwab Corporation Common Stock — Dividend — Buy

Citigroup Common Stock — Dividend

Brokerage Account #2 (401(k)) (H)

ABA Retirement Stable Asset Return Fund — Interest

ABA Retirement Bond Core Plus Fund — Dividend

ABA Retirement Large Cap Equity Fund — Dividend

ABA Retirement Large Cap Index Equity Fund — Dividend

ABA Retirement All Cap Index Equity Fund — Dividend

ABA Retirement Small-Mid Cap Equity Fund — Dividend

ABA Retirement International All Cap Equity Fund — Dividend

ABA Retirement International Index Equity Fund — Dividend

TD Ameritrade Money Market Portfolio — Int./Div.

Ariel Appreciation Mid-Cap Blend Mutual Fund — Int./Div. — Sold (part)

Bridgeway Ultra Small Co. Mkt Fund — Int./Div.

Dodge & Cox Int'l Stock Fund — Int./Div.

Federated Prudent Bear Fund — Int./Div.

Forester Value Mutual Fund — Int./Div. — Sold

Voya Corporate Leaders Trust Series B Mutual Fund (formerly ING) — Dividend

Meridian Growth Fund — Int./Div. — Sold (part)

RBC Enterprise Fund (formerly Tamarack) — Int./Div. — Sold

Vanguard Star Mutual Fund — Int./Div.

San Juan Basin Royalty Trust — Dividend

GE Common Stock — Dividend

Home Depot Common Stock — Dividend

Intel Corp. Common Stock — Dividend

MSFT Common Stock — Dividend

Equinor ASA Common Stock (formerly StatOil Hydro ASA) — Dividend

Vanguard Dividend Growth Fund — Int./Div.

Parnassus Equity Income Fund — Int./Div.

Vanguard Selected Value Fund — Int./Div. — Sold

2030 Retirement Date Fund — Int./Div.

Activision Blizzard, Inc. Common Stock — None

Ambarella Common Stock — None — Sold

Apple Common Stock — Dividend

Paypal Common Stock — None

Shopify Common Stock — None

iQIYI, Inc. Common Stock — None

Zuora, Inc. Common Stock — None

Salesforce.com, Inc. Common Stock — None — Buy

Zscaler, Inc. Common Stock — None — Buy

Anaplan, Inc. Common Stock — None — Buy

Teradyne, Inc. Common Stock — Dividend — Buy

CrowdStrike Holdings, Inc. Common Stock — None — Buy

Viavi Solutions Inc. Common Stock — None — Buy

Inphi Corp. Common Stock — None — Buy

II-VI Inc. Common Stock — None — Buy

QuantumScape Corp. Common Stock — None — Buy

Brokerage Account #3 (401(k)) (H)

Metropolitan West Bond Fund — Int./Div.

T Rowe Price Tax Free High Yield Bond Fund — Dividend

JP Morgan Municipal Money Market Fund — Int./Div.

Gabelli US Treasury Money Market Fund — Dividend

Brokerage Account #4 (H)

Rockwell Automation Common Stock (Y)

United Technologies Corp. Common Stock (formerly Rockwell Collins)(Y)

Agreement — 2020 — Former Law Firm 401(k) through ABA Retirement Funds Program/TD Ameritrade

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.