Robert N. Opel 2
2020
Ask Donna
Pull out the substance of this filing.
What was filed
205
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Broker Account 1:
Broker Account 1:
Broker Account 1:
Merrill Lynch Cash — None — Closed
ML Bank Deposit Program — None — Closed
Broker Account 2:
BLKRK 4-7 Years — Dividend — Sold
BLKRK 2-4 Years — Dividend — Sold
Ishares 4-7 Years — Dividend — Sold
Ishares 2-4 Years — Dividend — Sold
Broker Account 3:
Merrill Lynch Cash — None — Closed
Bank of America, NA RASP — None — Closed
PNC Bank Accounts — Interest
New Broker Account 1:
East West Bank — None — Open
Nuveen Mtg & Income FD COM — Dividend — Buy
New Broker Account 2:
Wells Fargo Bank, N.A. — None — Open
U.S. Treasury Bond — Dividend — Buy
New Broker Account 3:
Wells Fargo Bank, N.A. — None — Open
American Funds - The Bond Funds of America — Dividend — Buy
Brown Advisory FDS — Dividend — Buy
Goldman Sachs TR — Dividend — Buy
American Funds Growth — Dividend — Buy
Hartford Mutl FDS Inc. — Dividend — Buy
American Funds - Washington Mutual FD — Dividend — Buy
Janus Henderson Funds Small Cap Value Fund Class I JSCOX — Dividend — Buy
Jensen Portfolio Inc. — Dividend — Buy
John Hancock Funds III — Dividend — Buy
MFS SER TR X — Dividend — Buy
Metropolitan West Total Return BD FD CL I MWTIX — Dividend — Buy
Wells Fargo Emerging Markets Equity Fund Class Inst EMGNX — Dividend — Buy
American Funds - Europacific Growth Fund — Dividend — Buy
PGIM High Yield CL Z — Dividend — Buy
PGIM Total Return — Dividend — Buy
New Broker Account 4:
Cash - Wells Fargo Bank, N.A. — None — Open
New Broker Account 5:
American Funds College Target Date Ser 2036 FD CL 529-A CCFAX — Dividend — Buy
New Broker Account 6:
American Funds College Target Date Ser 2033 FD Class 529-A CTLAX — Dividend — Buy
Merrill Lynch Cash — None — Closed
ML Bank Deposit Program — None — Closed
Broker Account 2:
BLKRK 4-7 Years — Dividend — Sold
BLKRK 2-4 Years — Dividend — Sold
Ishares 4-7 Years — Dividend — Sold
Ishares 2-4 Years — Dividend — Sold
Broker Account 3:
Merrill Lynch Cash — None — Closed
Bank of America, NA RASP — None — Closed
PNC Bank Accounts — Interest
New Broker Account 1:
East West Bank — None — Open
Nuveen Mtg & Income FD COM — Dividend — Buy
New Broker Account 2:
Wells Fargo Bank, N.A. — None — Open
U.S. Treasury Bond — Dividend — Buy
New Broker Account 3:
Wells Fargo Bank, N.A. — None — Open
American Funds - The Bond Funds of America — Dividend — Buy
Brown Advisory FDS — Dividend — Buy
Goldman Sachs TR — Dividend — Buy
American Funds Growth — Dividend — Buy
Hartford Mutl FDS Inc. — Dividend — Buy
American Funds - Washington Mutual FD — Dividend — Buy
Janus Henderson Funds Small Cap Value Fund Class I JSCOX — Dividend — Buy
Jensen Portfolio Inc. — Dividend — Buy
John Hancock Funds III — Dividend — Buy
MFS SER TR X — Dividend — Buy
Metropolitan West Total Return BD FD CL I MWTIX — Dividend — Buy
Wells Fargo Emerging Markets Equity Fund Class Inst EMGNX — Dividend — Buy
American Funds - Europacific Growth Fund — Dividend — Buy
PGIM High Yield CL Z — Dividend — Buy
PGIM Total Return — Dividend — Buy
New Broker Account 4:
Cash - Wells Fargo Bank, N.A. — None — Open
New Broker Account 5:
American Funds College Target Date Ser 2036 FD CL 529-A CCFAX — Dividend — Buy
New Broker Account 6:
American Funds College Target Date Ser 2033 FD Class 529-A CTLAX — Dividend — Buy
Merrill Lynch Cash — None — Closed
ML Bank Deposit Program — None — Closed
Broker Account 2:
BLKRK 4-7 Years — Dividend — Sold
BLKRK 2-4 Years — Dividend — Sold
Ishares 4-7 Years — Dividend — Sold
Ishares 2-4 Years — Dividend — Sold
Broker Account 3:
Merrill Lynch Cash — None — Closed
Bank of America, NA RASP — None — Closed
PNC Bank Accounts — Interest
New Broker Account 1:
East West Bank — None — Open
Nuveen Mtg & Income FD COM — Dividend — Buy
New Broker Account 2:
Wells Fargo Bank, N.A. — None — Open
U.S. Treasury Bond — Dividend — Buy
New Broker Account 3:
Wells Fargo Bank, N.A. — None — Open
American Funds - The Bond Funds of America — Dividend — Buy
Brown Advisory FDS — Dividend — Buy
Goldman Sachs TR — Dividend — Buy
American Funds Growth — Dividend — Buy
Hartford Mutl FDS Inc. — Dividend — Buy
American Funds - Washington Mutual FD — Dividend — Buy
Janus Henderson Funds Small Cap Value Fund Class I JSCOX — Dividend — Buy
Jensen Portfolio Inc. — Dividend — Buy
John Hancock Funds III — Dividend — Buy
MFS SER TR X — Dividend — Buy
Metropolitan West Total Return BD FD CL I MWTIX — Dividend — Buy
Wells Fargo Emerging Markets Equity Fund Class Inst EMGNX — Dividend — Buy
American Funds - Europacific Growth Fund — Dividend — Buy
PGIM High Yield CL Z — Dividend — Buy
PGIM Total Return — Dividend — Buy
New Broker Account 4:
Cash - Wells Fargo Bank, N.A. — None — Open
New Broker Account 5:
American Funds College Target Date Ser 2036 FD CL 529-A CCFAX — Dividend — Buy
New Broker Account 6:
American Funds College Target Date Ser 2033 FD Class 529-A CTLAX — Dividend — Buy
Broker Account 1:
Merrill Lynch Cash — None — Closed
ML Bank Deposit Program — None — Closed
Broker Account 2:
BLKRK 4-7 Years — Dividend — Sold
BLKRK 2-4 Years — Dividend — Sold
Ishares 4-7 Years — Dividend — Sold
Ishares 2-4 Years — Dividend — Sold
Broker Account 3:
Merrill Lynch Cash — None — Closed
Bank of America, NA RASP — None — Closed
PNC Bank Accounts — Interest
New Broker Account 1:
East West Bank — None — Open
Nuveen Mtg & Income FD COM — Dividend — Buy
New Broker Account 2:
Wells Fargo Bank, N.A. — None — Open
U.S. Treasury Bond — Dividend — Buy
New Broker Account 3:
Wells Fargo Bank, N.A. — None — Open
American Funds - The Bond Funds of America — Dividend — Buy
Brown Advisory FDS — Dividend — Buy
Goldman Sachs TR — Dividend — Buy
American Funds Growth — Dividend — Buy
Hartford Mutl FDS Inc. — Dividend — Buy
American Funds - Washington Mutual FD — Dividend — Buy
Janus Henderson Funds Small Cap Value Fund Class I JSCOX — Dividend — Buy
Jensen Portfolio Inc. — Dividend — Buy
John Hancock Funds III — Dividend — Buy
MFS SER TR X — Dividend — Buy
Metropolitan West Total Return BD FD CL I MWTIX — Dividend — Buy
Wells Fargo Emerging Markets Equity Fund Class Inst EMGNX — Dividend — Buy
American Funds - Europacific Growth Fund — Dividend — Buy
PGIM High Yield CL Z — Dividend — Buy
PGIM Total Return — Dividend — Buy
New Broker Account 4:
Cash - Wells Fargo Bank, N.A. — None — Open
New Broker Account 5:
American Funds College Target Date Ser 2036 FD CL 529-A CCFAX — Dividend — Buy
New Broker Account 6:
American Funds College Target Date Ser 2033 FD Class 529-A CTLAX — Dividend — Buy
Broker Account 1:
Merrill Lynch Cash — None — Closed
ML Bank Deposit Program — None — Closed
Broker Account 2:
BLKRK 4-7 Years — Dividend — Sold
BLKRK 2-4 Years — Dividend — Sold
Ishares 4-7 Years — Dividend — Sold
Ishares 2-4 Years — Dividend — Sold
Broker Account 3:
Merrill Lynch Cash — None — Closed
Bank of America, NA RASP — None — Closed
PNC Bank Accounts — Interest
New Broker Account 1:
East West Bank — None — Open
Nuveen Mtg & Income FD COM — Dividend — Buy
New Broker Account 2:
Wells Fargo Bank, N.A. — None — Open
U.S. Treasury Bond — Dividend — Buy
New Broker Account 3:
Wells Fargo Bank, N.A. — None — Open
American Funds - The Bond Funds of America — Dividend — Buy
Brown Advisory FDS — Dividend — Buy
Goldman Sachs TR — Dividend — Buy
American Funds Growth — Dividend — Buy
Hartford Mutl FDS Inc. — Dividend — Buy
American Funds - Washington Mutual FD — Dividend — Buy
Janus Henderson Funds Small Cap Value Fund Class I JSCOX — Dividend — Buy
Jensen Portfolio Inc. — Dividend — Buy
John Hancock Funds III — Dividend — Buy
MFS SER TR X — Dividend — Buy
Metropolitan West Total Return BD FD CL I MWTIX — Dividend — Buy
Wells Fargo Emerging Markets Equity Fund Class Inst EMGNX — Dividend — Buy
American Funds - Europacific Growth Fund — Dividend — Buy
PGIM High Yield CL Z — Dividend — Buy
PGIM Total Return — Dividend — Buy
New Broker Account 4:
Cash - Wells Fargo Bank, N.A. — None — Open
New Broker Account 5:
American Funds College Target Date Ser 2036 FD CL 529-A CCFAX — Dividend — Buy
New Broker Account 6:
American Funds College Target Date Ser 2033 FD Class 529-A CTLAX — Dividend — Buy
Broker Account 1 (line 1), Broker Account 2 (line 5), and Broker Account 3 (line 11) were closed. New broker accounts were opened and are labeled as "New
Broker Account".
If any changes need to be made between the date of the report to the separation date, the report will be amended.
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.