David Peebles
2020
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What was filed
282
investments
4
positions
2
gifts
0
agreements
2
debts
0
reimbursements
0
income
4
spouse income
Named parties
- Albany Intellectual Property and Innovations American Inns of Court
- Albany Intellectual Property and Innovations Americans Inns of Court
- The Student Loan Corp. (Navient)
- Upstate Department of Medicine, Syracuse, New York - Salary
- Self-Employed Expert Consultant (Physician)
As filed
Charles Schwab IRA Rollover Acct. (H)
Schwab Premier Bank — Interest
Charles Schwab Bank — Interest
JP Morgan 100% Treas. Sec. Money Mkt (VHPXX) — Dividend — Buy
JP Morgan 100% Treas. Sec. Money Mkt (VHPXX) — Sold
iShares Core U.S. Aggreg. Bond ETF (AGG) — Dividend — Buy
iShares Core U.S. Aggreg. Bond ETF (AGG) — Sold (part)
iShares Core U.S. Aggreg. Bond ETF (AGG) — Sold
Van Eck Vectors Fallen Angel High Yield Bond ETF (ANGL) — Dividend — Buy
Van Eck Vectors Fallen Angel High Yield Bond ETF (ANGL) — Sold
Ark Genomic Revolution ETF (ARKG) — Dividend — Buy
Braddock Multi-Stragegy Income Fund (BDKNX) — Dividend — Buy
Braddock Multi-Stragegy Income Fund (BDKNX) — Sold (part)
Braddock Multi-Stragegy Income Fund (BDKNX) — Sold
Vanguard Intermediate Term Bond ETF (BIV) — Dividend — Buy
Vanguard Intermediate Term Bond ETF (BIV) — Sold (part)
Vanguard Intermediate Term Bond ETF (BIV) — Sold (part)
Diamond Hill Short Duration Total Return Fund (DHEIX) — Dividend — Buy
Diamond Hill Short Duration Total Return Fund (DHEIX) — Sold (part)
Diamond Hill Short Duration Total Return Fund (DHEIX) — Sold
iShares MSCI Emerging Markets ETF (EEM) — Dividend — Buy
First Trust Opportunistic Fixed Income ETF (FIXD) — Dividend — Buy
First Trust Opportunistic Fixed Income ETF (FIXD) — Sold (part)
American Funds U.S. Govt. Sec. Fund (GVTFX) — Dividend — Buy
American Funds U.S. Govt. Sec. Fund (GVTFX) — Sold
Van Eck Vectors High Yield Muni Bond ETF (HYD) — Dividend — Buy
First Trust Tactical High Yield ETF (HYLS) — Dividend — Buy
First Trust Tactical High Yield ETF (HYLS) — Sold
iShares 3-7 Year Treasury Bond ETF (IEI) — Dividend — Buy
Alphacentric Income Opport. Fund (IOFIX) — Dividend — Buy
Alphacentric Income Opport. Fund (IOFIX) — Sold
iShares Russell 2000 ETF (IWM) — Dividend — Buy
iShares Russell 2000 Value ETF (IWN) — Dividend — Buy
iShares Russell 2000 Value ETF (IWN) — Buy (add'l)
iShares Russell 2000 Value ETF (IWN) — Buy (add'l)
iShares Russell 2000 Value ETF (IWN) — Sold (part)
iShares Russell 2000 Value ETF (IWN) — Sold (part)
iShares iBoxx Invest. Grade Bond ETF — Dividend — Buy
iShares iBoxx Invest. Grade Bond ETF — Sold
BlackRock Short Maturity Bond ETF (NEAR) — Dividend — Buy
Nuveen Short Duration High Yield Muni Bond Fund (NVHIX) — Dividend — Buy
Nuveen Short Duration High Yield Muni Bond Fund (NVHIX) — Sold (part)
Nuveen Short Duration High Yield Muni Bond Fund (NVHIX) — Sold
Invesco WilderHill Clean Energy ETF (PBW) — Dividend — Buy
Invesco QQQ ETF (QQQ) — Buy
Invesco QQQ ETF (QQQ) — Sold (part)
Invesco QQQ ETF (QQQ) — Sold (part)
Invesco QQQ ETF (QQQ) — Sold
iShares Edge MSCI USA Quality factor ETF (QUAL) — Dividend — Buy
iShares Edge MSCI USA Quality factor ETF (QUAL) — Sold
Invesco S&P 500 Equal Weight ETF (RSP) — Dividend — Buy
Proshares Short S&P 500 ETF (SH) — Dividend — Buy
Proshares Short S&P 500 ETF (SH) — Dividend — Buy (add'l)
Proshares Short S&P 500 ETF (SH) — Buy (add'l)
Proshares Short S&P 500 ETF (SH) — Buy (add'l)
Proshares Short S&P 500 ETF (SH) — Sold (part)
Proshares Short S&P 500 ETF (SH) — Sold (part)
Proshares Short S&P 500 ETF (SH) — Sold (part)
Proshares Short S&P 500 ETF (SH) — Sold (part)
Proshares Short S&P 500 ETF (SH) — Sold
iShares 1-3 Year Treasury Bond ETF (SHY) — Dividend — Sold (part)
iShares 1-3 Year Treasury Bond ETF (SHY) — Sold
SPDR Short Term High Yield Bond ETF (SJNK) — Dividend — Buy
iShares Silver Trust ETF (SLV) — None — Buy
SPDR Intermediate Term Corp. Bond ETF (SPIB) — Dividend — Buy
SPDR Intermediate Term Corp. Bond ETF (SPIB) — Sold (part)
SPDR S&P 500 ETF — Dividend — Buy
SPDR S&P 500 ETF — Sold
SPDR Muni Bond ETF (TFI) — Dividend — Buy
SPDR Muni Bond ETF (TFI) — Sold (part)
SPDR Muni Bond ETF (TFI) — Sold
iShare- s 20+ Year Treasury ETF — Dividend — Buy
iShare- s 20+ Year Treasury ETF — Sold
SPDR Doubline Total Return Tactical ETF (TOTL) — Dividend — Buy
SPDR Doubline Total Return Tactical ETF (TOTL) — Sold
Vanguard Short Term Corp. Bond ETC (VCSH) — Dividend — Buy
Vanguard S&P 500 ETF — Dividend — Buy
Vanguard S&P 500 ETF — Sold
Vanguard Short Term Inflation Protected Sec. Index ETF (VTIP) — Dividend — Buy
Vanguard Short Term Inflation Protected Sec. Index ETF (VTIP) — Buy (add'l)
Vanguard Target Retirement 2020 Fund (VTWNX) — None — Sold
Vanguard Wellesley Income (VWIAX) — Dividend — Sold (part)
Vanguard Wellesley Income (VWIAX) — Sold
SPDR Biotech ETF (XBI) — Dividend — Buy
SPDR Select Sector Industrials ETF — Dividend — Buy
SPDR Select Sector Industrials ETF — Dividend — Sold
ProShares Short Russell 2000 ETF (RWM) — Dividend — Sold
SPDR Gold Shares ETF (GLD) — None — Buy
SPDR Gold Shares ETF (GLD) — None — Buy (add'l)
SPDR Gold Shares ETF (GLD) — None — Sold (part)
SPDR Gold Shares ETF (GLD) — None — Sold (part)
SPDR Gold Shares ETF (GLD) — None — Sold (part)
SPDR Gold Shares ETF (GLD) — None — Sold (part)
Charles Schwab Inv. Acct. (H)
Charles Schwab Bank — Interest
Nokia Corp. (NOK) — Dividend
Cisco Systems (CSCO) — Dividend
Fidelity Selection Biotechnology Fund (FBIOX) — Dividend
SPDR Nuveen Bloomberg Barclays (HYMB) — Dividend — Buy
Intel Corp (INTC) — Dividend
Marsico Focus Fund (MFOCX) — Dividend
Vanguard 500 Index Admiral Fund (VFIAX) — Dividend
Vanguard Growth Index Admiral Fund (VIGAX) — Dividend
Vanguard Value Index Admiral Fund (VVIAX) — Dividend
Walgreens Boots Alliance (WBA) — Dividend
SPDR Gold Shares ETF (GLD) — None
Morgan Stanley Brokerage Acct. (H)
Morgan Stanley Private Bank NA — Interest
Verizon Communications (VZ) — Dividend — Sold
The Financial Sel Sect. SPDR FD (XLF) — Dividend — Sold
Morgan Stanley IRA (H)
Public Storage (PSA.D) — Dividend — Buy
Nextera Energy Inc. (NEE) — Dividend — Sold
Merck & Co. New Com. (MRK) — Dividend — Sold
Ishares US Aerospace & DEF EFT (ITA) — Dividend — Sold
Home Depot Inc. (HD) — Dividend — Sold
Crown Castle Int'l Corp. (CCI) — Dividend — Sold
Anheuser Busch Inbev SA Spon (BUD) — Dividend — Sold
Amgen Inc. (AMGN) — Dividend — Sold
Bank of America Corp. (BAC-A) — Dividend
Metlife Inc. 5.62% NCUMPFD E (Met.E) — Dividend
Truist F. Corp. Dep Rp PFDH (TFC.H) — Dividend
Nextera Energy Capital Holdings 5.25% - K (NEE.K) — Dividend
Dominion Energy Inc. 5.25% (DRUA) — Dividend
DTE Energy Co. SER E 5.25% (DTW) — Dividend
Duke Energy Corp. 5.62% (DUKB) — Dividend
CMS Energy Corp. 5.875% (CMSC) — Dividend
MSIF Ultra-Short Income A Mutual Fund (MUAIX) — None — Sold
FT-Preferred Secur. & Inc. ETF Preferential Rate — Dividend — Buy
FT-Preferred Secur. & Inc. ETF Preferential Rate — Sold
FT-Preferred Secur. & Inc. ETF (FPE) — Dividend — Buy
Prudential Financial Ins. 5.625% (PRS) — Dividend
AT&T inc. 5.625% (TBC) — Dividend
Bank of America Bank Accounts — Interest
Summit FCU Bank Accounts — Interest
Solvay Bank Accounts — Interest
American Express Savings Acct. — Interest
Marshe, LLC — Dividend
Research Founda. of SUNY Retirem. Plan — Dividend
NY 529 College Savings Program (Age Based) Aggressive Growth Portfolio — Dividend
NY 529 College Savings Program (Age Based) Aggresive Growth Portfolio — Dividend
Charles Schwab IRA Rollover Acct. (H)
Schwab Premier Bank — Interest
Charles Schwab Bank — Interest
JP Morgan 100% Treas. Sec. Money Mkt (VHPXX) — Dividend — Buy
JP Morgan 100% Treas. Sec. Money Mkt (VHPXX) — Sold
iShares Core U.S. Aggreg. Bond ETF (AGG) — Dividend — Buy
iShares Core U.S. Aggreg. Bond ETF (AGG) — Sold (part)
iShares Core U.S. Aggreg. Bond ETF (AGG) — Sold
Van Eck Vectors Fallen Angel High Yield Bond ETF (ANGL) — Dividend — Buy
Van Eck Vectors Fallen Angel High Yield Bond ETF (ANGL) — Sold
Ark Genomic Revolution ETF (ARKG) — Dividend — Buy
Braddock Multi-Stragegy Income Fund (BDKNX) — Dividend — Buy
SPDR Muni Bond ETF (TFI) — Sold
Braddock Multi-Stragegy Income Fund (BDKNX) — Sold (part)
Braddock Multi-Stragegy Income Fund (BDKNX) — Sold
Vanguard Intermediate Term Bond ETF (BIV) — Dividend — Buy
Vanguard Intermediate Term Bond ETF (BIV) — Sold (part)
Vanguard Intermediate Term Bond ETF (BIV) — Sold (part)
Diamond Hill Short Duration Total Return Fund (DHEIX) — Dividend — Buy
Diamond Hill Short Duration Total Return Fund (DHEIX) — Sold (part)
Diamond Hill Short Duration Total Return Fund (DHEIX) — Sold
iShares MSCI Emerging Markets ETF (EEM) — Dividend — Buy
First Trust Opportunistic Fixed Income ETF (FIXD) — Dividend — Buy
First Trust Opportunistic Fixed Income ETF (FIXD) — Sold (part)
American Funds U.S. Govt. Sec. Fund (GVTFX) — Dividend — Buy
American Funds U.S. Govt. Sec. Fund (GVTFX) — Sold
Van Eck Vectors High Yield Muni Bond ETF (HYD) — Dividend — Buy
First Trust Tactical High Yield ETF (HYLS) — Dividend — Buy
First Trust Tactical High Yield ETF (HYLS) — Sold
iShares 3-7 Year Treasury Bond ETF (IEI) — Dividend — Buy
Alphacentric Income Opport. Fund (IOFIX) — Dividend — Buy
Alphacentric Income Opport. Fund (IOFIX) — Sold
iShares Russell 2000 ETF (IWM) — Dividend — Buy
iShares Russell 2000 Value ETF (IWN) — Dividend — Buy
iShares Russell 2000 Value ETF (IWN) — Buy (add'l)
iShares Russell 2000 Value ETF (IWN) — Buy (add'l)
iShares Russell 2000 Value ETF (IWN) — Sold (part)
iShares Russell 2000 Value ETF (IWN) — Sold (part)
iShares iBoxx Invest. Grade Bond ETF — Dividend — Buy
iShares iBoxx Invest. Grade Bond ETF — Sold
BlackRock Short Maturity Bond ETF (NEAR) — Dividend — Buy
Nuveen Short Duration High Yield Muni Bond Fund (NVHIX) — Dividend — Buy
Nuveen Short Duration High Yield Muni Bond Fund (NVHIX) — Sold (part)
Nuveen Short Duration High Yield Muni Bond Fund (NVHIX) — Sold
Invesco WilderHill Clean Energy ETF (PBW) — Dividend — Buy
Invesco QQQ ETF (QQQ) — Buy
Invesco QQQ ETF (QQQ) — Sold (part)
Invesco QQQ ETF (QQQ) — Sold (part)
Invesco QQQ ETF (QQQ) — Sold
iShares Edge MSCI USA Quality factor ETF (QUAL) — Dividend — Buy
iShares Edge MSCI USA Quality factor ETF (QUAL) — Sold
Invesco S&P 500 Equal Weight ETF (RSP) — Dividend — Buy
Proshares Short S&P 500 ETF (SH) — Dividend — Buy
Proshares Short S&P 500 ETF (SH) — Dividend — Buy (add'l)
Proshares Short S&P 500 ETF (SH) — Buy (add'l)
Proshares Short S&P 500 ETF (SH) — Buy (add'l)
Proshares Short S&P 500 ETF (SH) — Sold (part)
Proshares Short S&P 500 ETF (SH) — Sold (part)
Proshares Short S&P 500 ETF (SH) — Sold (part)
Proshares Short S&P 500 ETF (SH) — Sold (part)
Proshares Short S&P 500 ETF (SH) — Sold
iShares 1-3 Year Treasury Bond ETF (SHY) — Dividend — Sold (part)
iShares 1-3 Year Treasury Bond ETF (SHY) — Sold
SPDR Short Term High Yield Bond ETF (SJNK) — Dividend — Buy
iShares Silver Trust ETF (SLV) — None — Buy
SPDR Intermediate Term Corp. Bond ETF (SPIB) — Dividend — Buy
SPDR Intermediate Term Corp. Bond ETF (SPIB) — Sold (part)
SPDR S&P 500 ETF — Dividend — Buy
SPDR S&P 500 ETF — Sold
SPDR Muni Bond ETF (TFI) — Dividend — Buy
SPDR Muni Bond ETF (TFI) — Sold (part)
iShare- s 20+ Year Treasury ETF — Dividend — Buy
iShare- s 20+ Year Treasury ETF — Sold
SPDR Doubline Total Return Tactical ETF (TOTL) — Dividend — Buy
SPDR Doubline Total Return Tactical ETF (TOTL) — Sold
Vanguard Short Term Corp. Bond ETC (VCSH) — Dividend — Buy
Vanguard S&P 500 ETF — Dividend — Buy
Vanguard S&P 500 ETF — Sold
Vanguard Short Term Inflation Protected Sec. Index ETF (VTIP) — Dividend — Buy
Vanguard Short Term Inflation Protected Sec. Index ETF (VTIP) — Buy (add'l)
Vanguard Target Retirement 2020 Fund (VTWNX) — None — Sold
Vanguard Wellesley Income (VWIAX) — Dividend — Sold (part)
Vanguard Wellesley Income (VWIAX) — Sold
SPDR Biotech ETF (XBI) — Dividend — Buy
SPDR Select Sector Industrials ETF — Dividend — Buy
SPDR Select Sector Industrials ETF — Dividend — Sold
ProShares Short Russell 2000 ETF (RWM) — Dividend — Sold
SPDR Gold Shares ETF (GLD) — None — Buy
SPDR Gold Shares ETF (GLD) — None — Buy (add'l)
SPDR Gold Shares ETF (GLD) — None — Sold (part)
SPDR Gold Shares ETF (GLD) — None — Sold (part)
SPDR Gold Shares ETF (GLD) — None — Sold (part)
SPDR Gold Shares ETF (GLD) — None — Sold (part)
Charles Schwab Inv. Acct. (H)
Charles Schwab Bank — Interest
Nokia Corp. (NOK) — Dividend
Cisco Systems (CSCO) — Dividend
Fidelity Selection Biotechnology Fund (FBIOX) — Dividend
SPDR Nuveen Bloomberg Barclays (HYMB) — Dividend — Buy
Intel Corp (INTC) — Dividend
Marsico Focus Fund (MFOCX) — Dividend
Vanguard 500 Index Admiral Fund (VFIAX) — Dividend
Vanguard Growth Index Admiral Fund (VIGAX) — Dividend
Vanguard Value Index Admiral Fund (VVIAX) — Dividend
Walgreens Boots Alliance (WBA) — Dividend
SPDR Gold Shares ETF (GLD) — None
Morgan Stanley Brokerage Acct. (H)
Morgan Stanley Private Bank NA — Interest
Verizon Communications (VZ) — Dividend — Sold
The Financial Sel Sect. SPDR FD (XLF) — Dividend — Sold
Morgan Stanley IRA (H)
Public Storage (PSA.D) — Dividend — Buy
Nextera Energy Inc. (NEE) — Dividend — Sold
Merck & Co. New Com. (MRK) — Dividend — Sold
Ishares US Aerospace & DEF EFT (ITA) — Dividend — Sold
Home Depot Inc. (HD) — Dividend — Sold
Crown Castle Int'l Corp. (CCI) — Dividend — Sold
Anheuser Busch Inbev SA Spon (BUD) — Dividend — Sold
Amgen Inc. (AMGN) — Dividend — Sold
Bank of America Corp. (BAC-A) — Dividend
Metlife Inc. 5.62% NCUMPFD E (Met.E) — Dividend
Truist F. Corp. Dep Rp PFDH (TFC.H) — Dividend
Nextera Energy Capital Holdings 5.25% - K (NEE.K) — Dividend
Dominion Energy Inc. 5.25% (DRUA) — Dividend
DTE Energy Co. SER E 5.25% (DTW) — Dividend
Duke Energy Corp. 5.62% (DUKB) — Dividend
CMS Energy Corp. 5.875% (CMSC) — Dividend
MSIF Ultra-Short Income A Mutual Fund (MUAIX) — None — Sold
FT-Preferred Secur. & Inc. ETF Preferential Rate — Dividend — Buy
FT-Preferred Secur. & Inc. ETF Preferential Rate — Sold
FT-Preferred Secur. & Inc. ETF (FPE) — Dividend — Buy
Prudential Financial Ins. 5.625% (PRS) — Dividend
AT&T inc. 5.625% (TBC) — Dividend
Bank of America Bank Accounts — Interest
Summit FCU Bank Accounts — Interest
Solvay Bank Accounts — Interest
American Express Savings Acct. — Interest
Marshe, LLC — Dividend
Research Founda. of SUNY Retirem. Plan — Dividend
NY 529 College Savings Program (Age Based) Aggressive Growth Portfolio — Dividend
NY 529 College Savings Program (Age Based) Aggresive Growth Portfolio — Dividend
Founding Member, Albany Intellectual Property and Innovations American Inns of Court
Power of Attorney
Founding Member, Albany Intellectual Property and Innovations American Inns of Court
Power of Attorney
Gift — Albany Intellectual Property and Innovations Americans Inns of Court — Honorary Membership (dues, like privileges) — $400.00
Gift — Albany Intellectual Property and Innovations Americans Inns of Court — Honorary Membership (dues, like privileges) — $400.00
Liability — The Student Loan Corp. (Navient) — Student Loans
Liability — The Student Loan Corp. (Navient) — Student Loans
Spouse's income — 2020 — Upstate Department of Medicine, Syracuse, New York - Salary
Spouse's income — 2020 — Self-Employed Expert Consultant (Physician)
Spouse's income — 2020 — Upstate Department of Medicine, Syracuse, New York - Salary
Spouse's income — 2020 — Self-Employed Expert Consultant (Physician)
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.