Ask Donna

Pull out the substance of this filing.

What was filed

  • 64

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Bank of America
  • Brooke County Board of Education - Executive Administrative Assistant

As filed

JP Morgan IRA Deposit Sweep Money Market Fund — Interest

WCM Focused Int'l f/k/a/Investment Managers Service — Dividend

JP Morgan Fleming Mutual Fund — Dividend

JP Morgan TR 1 - Equity — Dividend

JP Morgan TR 1 - Equity Inc — Dividend

MFS Ser TR 1 — Dividend

Rowe T Price Blue Chip — Dividend

Select Sector Spdr Fund — Dividend

Select Sector Spdr Trust — Dividend

Tributary FDS Inc — Dividend — Sold

Vanguard Specialized — Dividend

Vanguard World Fund — Dividend

Doubleline FDS TR — Dividend

JP Morgan TR II — Interest

Mainstay FDS/TR — Dividend — Sold

Pimco Trust Return — Dividend

Pimco Income Fund — Dividend

JP Morgan Cash Account — Interest

Blackrock FDS V HGH YLD Bond Portfolio International Growth — Interest — Sold

Cohen & Steers Real Estate Secs FD — Interest — Sold

Irr Trust - Synchony Bank (H) — Interest — Closed

Irr Trust - Ally Bank (H) — Interest — Closed

Irr Trust - Discover Bank (H) — Interest — Closed

Irr Trust - House (H) — None — Closed

Calvert World — Dividend — Buy

JP Morgan MUT FD Invt Tr — Dividend — Buy

Janus Invt FD — Dividend — Buy

JP Morgan Mid Cap Growth — Dividend — Buy

JP Morgan Tr 4 Care Bond FD — Interest — Buy

SPDR Gold Tr — Dividend — Buy

WCM Focused Global Growth — Dividend — Buy

Equitable (Annuity) — None — Buy

JP Morgan IRA Deposit Sweep Money Market Fund — Interest

WCM Focused Int'l f/k/a/Investment Managers Service — Dividend

JP Morgan Fleming Mutual Fund — Dividend

JP Morgan TR 1 - Equity — Dividend

JP Morgan TR 1 - Equity Inc — Dividend

MFS Ser TR 1 — Dividend

Rowe T Price Blue Chip — Dividend

Select Sector Spdr Fund — Dividend

Select Sector Spdr Trust — Dividend

Tributary FDS Inc — Dividend — Sold

Vanguard Specialized — Dividend

Vanguard World Fund — Dividend

Doubleline FDS TR — Dividend

JP Morgan TR II — Interest

Mainstay FDS/TR — Dividend — Sold

Pimco Trust Return — Dividend

Pimco Income Fund — Dividend

JP Morgan Cash Account — Interest

Blackrock FDS V HGH YLD Bond Portfolio International Growth — Interest — Sold

Cohen & Steers Real Estate Secs FD — Interest — Sold

Irr Trust - Synchony Bank (H) — Interest — Closed

Irr Trust - Ally Bank (H) — Interest — Closed

Irr Trust - Discover Bank (H) — Interest — Closed

Irr Trust - House (H) — None — Closed

Calvert World — Dividend — Buy

JP Morgan MUT FD Invt Tr — Dividend — Buy

Janus Invt FD — Dividend — Buy

JP Morgan Mid Cap Growth — Dividend — Buy

JP Morgan Tr 4 Care Bond FD — Interest — Buy

SPDR Gold Tr — Dividend — Buy

WCM Focused Global Growth — Dividend — Buy

Equitable (Annuity) — None — Buy

Co-Trustee (non-compensated)

Co-Trustee (non-compensated)

Liability — Bank of America — Credit Card

Liability — Bank of America — Credit Card

Spouse's income — 2020 — Brooke County Board of Education - Executive Administrative Assistant

Spouse's income — 2020 — Brooke County Board of Education - Executive Administrative Assistant

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.