Mark W. Pedersen
2020
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What was filed
436
investments
16
positions
0
gifts
4
agreements
8
debts
0
reimbursements
8
income
4
spouse income
Named parties
- Trust #1 (no reportable assets)
- Medaille College
- New York Naval Militia
- Boy Scouts
- Discover
- Bank of America
- Medaille College (teaching salary)
- New York State Employees Retirement (pension)
- Self-employed (attorney)
As filed
Individual Assets (H)
M&T Bank (cash) (Y)
SBLI USA Whole Life Insurance — Dividend
New York Life Insurance Company Whole Life Insurance — Dividend
Account #1 (H)
Stifel Insured Deposit (cash) — Interest
Abbvie Inc Shs (ABBV) — Dividend
Activision Blizzard Inc (ATVI) — Dividend
Berkshire Hathaway Inc Del Cl B (BRKB) — None
Ford Motor Co (F) — Dividend
Ingersoll-Rand (IR) — None
Microsoft Corp (MSFT) — Dividend
Procter & Gamble Co (PG) — Dividend
Qualcomm Inc (QCOM) — Dividend
Tractor Supply Co (TSCO) — Dividend
Trane Technologies (TT) — Dividend — Buy (add'l)
Allegion PLC Shs (ALLE) — None — Sold
Bank of New York Mellon Preferred Stock (BK'C) — Dividend — Redeemed
HSBC Holdings PLC Preferred Stock (HSBC'A) — Dividend
Account #2 (H)
Stifel Insured Deposit (cash) — Interest
Amazon.com Inc. (AMZN) — None
Berkshire Hathaway Inc. Cl B (BRKB) — None
Exxon Mobil Corp (XOM) — Dividend
Keycorp New (KEY) — Dividend
Eli Lilly & Co (LLY) — Dividend
MGM Growth Properties LLC Cl A (MGP) — Dividend
Verizon Communications Inc. (VZ) — Dividend
Medtronic PLC (MDT) — Dividend — Sold
HSBC Holdings PLC Preferred Stock (HSBC'A) — Dividend
Account #3 (H)
Stifel Insured Deposit (cash) — Interest
Vanguard Mid-Cap ETF (VO) — Dividend — Sold
Bank of Montreal Medium Term Note (06366RJJ5) — Interest
Caterpillar Financial Se Medium Term Note (14912L6E6) — Interest
John Deere Capital Corp Medium Term Note (24422ETF6) — Interest
PNC Bank NA Medium Term Note (69349LAG3) — Interest
AB Large Cap Growth Fund Adv Cl (APGYX) — Dividend
Blackrock Total Return Fund Instl Class (MAHQX) — Dividend
Delaware Value Fund Intl Cl (DDVIX) — None — Sold
MFS Mid Cap Value Fund Cl I (MCVIX) — Dividend
PGIM Global Total Return Fund Inc Cl Z (PZTRX) — Dividend — Sold
PGIM Total Return Bond Fund Cl Z (PDBZX) — Dividend
PGIM Jennison Focused Growth Fund Cl Z (SPFZX) — Dividend
Vanguard Prime Money Market Admiral Cl (VMRXX) — Dividend — Buy
Account #4 (H)
Stifel Insured Deposit (cash) — Interest
Abbvie Inc Shs (ABBV) — Dividend
Alphabet Inc SHS Cl C (GOOG) — None
Alphabet Inc Shs Cl A (GOOGL) — None
Altria Group Inc (MO) — Dividend
Berry Global Group Inc (BERY) — None
Citigroup Inc Com New (C) — Dividend
Coca Cola Com (KO) — Dividend
Disney (Walt) Co Com Stk (DIS) — Dividend
Dominion Energy Inc (D) — Dividend
Dover Corp (DOV) — Dividend
Exxon Mobil Corp Com (XOM) — Dividend
Facebook Inc (FB) — None
Ford Motor Co (F) — Dividend
General Motors (GM) (X) — None
Intel Corp (INTC) — Dividend
Kar Auction Services Inc (KAR) — Dividend
Kimberly Clark (KMB) — Dividend
Eli Lilly & Co (LLY) — Dividend
NVIDIA (NVDA) — Dividend
Procter & Gamble Co (PG) — Dividend
Prudential Financial Inc (PRU) — Dividend
Sanofi Adr (SNY) — Dividend
Starbucks Corp (SBUX) — Dividend
Tiffany & Co New (TIF) — Dividend — Sold
Tractor Supply Co (TSCO) — Dividend
Verizon Communcatns Com (VZ) — Dividend
Visa Inc Cl a Shrs (V) — Dividend
Allied Capital Corp PFD Note (01903Q207) — Interest
HSBC HLDGS PLC (40428604) — Interest
Public Storage (74460W875) — Interest — Redeemed
Wells Fargo & Co (949746655) — Interest
Amherst NY Dev Crp Stf (031358AS3) — Interest — Redeemed
Solar Senior Capital Ltd (SUNS) — Dividend
Plains All Amern Pipl Lp (PAA) — Dividend
Account #5 (H)
NVIDIA Corp (NVDA) — Dividend
Account #6 (H)
JPMorgan 529 Moderate Growth Portfolio - A — None — Sold (part)
JPMorgan 529 Moderate Growth Portfolio - A — Sold (part)
Account #7 (H)
Stifel Insured Deposit (cash) — Interest
First Trust Value Line Dividend Index ETF (FVD) — None — Buy
Vanguard Mid-Cap ETF (VO) — Dividend — Sold
AB Discovery Growth Fund Adv Cl (CHCYX) — Dividend
AB Large Cap Growth Fund Adv Cl (APGYX) — Dividend
Blackrock Total Return Fund Instl Cl (MAHQX) — Dividend — Buy (add'l)
Blackrock Total Return Fund Instl Cl (MAHQX) — Buy (add'l)
Goldman Sachs Core Fixed Income Instl Cl (GSFIX) — Dividend — Buy
Delaware Value Fund Instl Cl (DDVIX) — None — Sold
JP Morgan Global Bond Opportunities Fund I (GBOSX) — Dividend — Sold
MFS Mid Cap Value Fund Cl I (MCVIX) — Dividend — Buy (add'l)
MFS Value Cl I (MEIIX) — None — Buy
PGIM Global Total Return Fund Cl Z (PZTRX) — Dividend — Sold
PGIM Total Return Bond Fund Cl Z (PDBZX) — Dividend — Buy (add'l)
PGIM Jennison Focused Growth Fund Cl Z (SPFZX) — Dividend
PGIM Short Term Corp Bond Cl Z (PIFZX) — Dividend — Buy
T Rowe Price QM US Small Cap Growth Eq Fd Inv Cl (PRDSX) — Dividend
Transamerica Bond Cl I (TFXIX) — Dividend — Buy
Vanguard Prime Money Market Admiral Cl (VMRXX) (cash) — Dividend — Buy
Vanguard Prime Money Market Admiral Cl (VMRXX) (cash) — Sold
Account #8 (H)
Lonestar Age Based 18+ Years Portfolio A (X) — None — Sold
Individual Assets (H)
M&T Bank (cash) (Y)
SBLI USA Whole Life Insurance — Dividend
New York Life Insurance Company Whole Life Insurance — Dividend
Account #1 (H)
Stifel Insured Deposit (cash) — Interest
Abbvie Inc Shs (ABBV) — Dividend
Activision Blizzard Inc (ATVI) — Dividend
Berkshire Hathaway Inc Del Cl B (BRKB) — None
Ford Motor Co (F) — Dividend
Ingersoll-Rand (IR) — None
Microsoft Corp (MSFT) — Dividend
Procter & Gamble Co (PG) — Dividend
Qualcomm Inc (QCOM) — Dividend
Tractor Supply Co (TSCO) — Dividend
Trane Technologies (TT) — Dividend — Buy (add'l)
Allegion PLC Shs (ALLE) — None — Sold
Bank of New York Mellon Preferred Stock (BK'C) — Dividend — Redeemed
HSBC Holdings PLC Preferred Stock (HSBC'A) — Dividend
Account #2 (H)
Stifel Insured Deposit (cash) — Interest
Amazon.com Inc. (AMZN) — None
Berkshire Hathaway Inc. Cl B (BRKB) — None
Exxon Mobil Corp (XOM) — Dividend
Keycorp New (KEY) — Dividend
Eli Lilly & Co (LLY) — Dividend
MGM Growth Properties LLC Cl A (MGP) — Dividend
Verizon Communications Inc. (VZ) — Dividend
Medtronic PLC (MDT) — Dividend — Sold
HSBC Holdings PLC Preferred Stock (HSBC'A) — Dividend
Account #3 (H)
Stifel Insured Deposit (cash) — Interest
Vanguard Mid-Cap ETF (VO) — Dividend — Sold
Bank of Montreal Medium Term Note (06366RJJ5) — Interest
Caterpillar Financial Se Medium Term Note (14912L6E6) — Interest
John Deere Capital Corp Medium Term Note (24422ETF6) — Interest
PNC Bank NA Medium Term Note (69349LAG3) — Interest
AB Large Cap Growth Fund Adv Cl (APGYX) — Dividend
Blackrock Total Return Fund Instl Class (MAHQX) — Dividend
Delaware Value Fund Intl Cl (DDVIX) — None — Sold
MFS Mid Cap Value Fund Cl I (MCVIX) — Dividend
PGIM Global Total Return Fund Inc Cl Z (PZTRX) — Dividend — Sold
PGIM Total Return Bond Fund Cl Z (PDBZX) — Dividend
PGIM Jennison Focused Growth Fund Cl Z (SPFZX) — Dividend
Vanguard Prime Money Market Admiral Cl (VMRXX) — Dividend — Buy
Account #4 (H)
Stifel Insured Deposit (cash) — Interest
Abbvie Inc Shs (ABBV) — Dividend
Alphabet Inc SHS Cl C (GOOG) — None
Alphabet Inc Shs Cl A (GOOGL) — None
Altria Group Inc (MO) — Dividend
Berry Global Group Inc (BERY) — None
Citigroup Inc Com New (C) — Dividend
Coca Cola Com (KO) — Dividend
Disney (Walt) Co Com Stk (DIS) — Dividend
Dominion Energy Inc (D) — Dividend
Dover Corp (DOV) — Dividend
Exxon Mobil Corp Com (XOM) — Dividend
Facebook Inc (FB) — None
Ford Motor Co (F) — Dividend
General Motors (GM) (X) — None
Intel Corp (INTC) — Dividend
Kar Auction Services Inc (KAR) — Dividend
Kimberly Clark (KMB) — Dividend
Eli Lilly & Co (LLY) — Dividend
NVIDIA (NVDA) — Dividend
Procter & Gamble Co (PG) — Dividend
Prudential Financial Inc (PRU) — Dividend
Sanofi Adr (SNY) — Dividend
Starbucks Corp (SBUX) — Dividend
Tiffany & Co New (TIF) — Dividend — Sold
Tractor Supply Co (TSCO) — Dividend
Verizon Communcatns Com (VZ) — Dividend
Visa Inc Cl a Shrs (V) — Dividend
Allied Capital Corp PFD Note (01903Q207) — Interest
HSBC HLDGS PLC (40428604) — Interest
Public Storage (74460W875) — Interest — Redeemed
Wells Fargo & Co (949746655) — Interest
Amherst NY Dev Crp Stf (031358AS3) — Interest — Redeemed
Solar Senior Capital Ltd (SUNS) — Dividend
Plains All Amern Pipl Lp (PAA) — Dividend
Account #5 (H)
NVIDIA Corp (NVDA) — Dividend
Account #6 (H)
JPMorgan 529 Moderate Growth Portfolio - A — None — Sold (part)
JPMorgan 529 Moderate Growth Portfolio - A — Sold (part)
Account #7 (H)
Stifel Insured Deposit (cash) — Interest
First Trust Value Line Dividend Index ETF (FVD) — None — Buy
Vanguard Mid-Cap ETF (VO) — Dividend — Sold
AB Discovery Growth Fund Adv Cl (CHCYX) — Dividend
AB Large Cap Growth Fund Adv Cl (APGYX) — Dividend
Blackrock Total Return Fund Instl Cl (MAHQX) — Dividend — Buy (add'l)
Blackrock Total Return Fund Instl Cl (MAHQX) — Buy (add'l)
Goldman Sachs Core Fixed Income Instl Cl (GSFIX) — Dividend — Buy
Delaware Value Fund Instl Cl (DDVIX) — None — Sold
JP Morgan Global Bond Opportunities Fund I (GBOSX) — Dividend — Sold
MFS Mid Cap Value Fund Cl I (MCVIX) — Dividend — Buy (add'l)
MFS Value Cl I (MEIIX) — None — Buy
PGIM Global Total Return Fund Cl Z (PZTRX) — Dividend — Sold
PGIM Total Return Bond Fund Cl Z (PDBZX) — Dividend — Buy (add'l)
PGIM Jennison Focused Growth Fund Cl Z (SPFZX) — Dividend
PGIM Short Term Corp Bond Cl Z (PIFZX) — Dividend — Buy
T Rowe Price QM US Small Cap Growth Eq Fd Inv Cl (PRDSX) — Dividend
Transamerica Bond Cl I (TFXIX) — Dividend — Buy
Vanguard Prime Money Market Admiral Cl (VMRXX) (cash) — Dividend — Buy
Vanguard Prime Money Market Admiral Cl (VMRXX) (cash) — Sold
Account #8 (H)
Lonestar Age Based 18+ Years Portfolio A (X) — None — Sold
Account #7 (H)
Individual Assets (H)
M&T Bank (cash) (Y)
SBLI USA Whole Life Insurance — Dividend
New York Life Insurance Company Whole Life Insurance — Dividend
Account #1 (H)
Stifel Insured Deposit (cash) — Interest
Abbvie Inc Shs (ABBV) — Dividend
Activision Blizzard Inc (ATVI) — Dividend
Berkshire Hathaway Inc Del Cl B (BRKB) — None
Ford Motor Co (F) — Dividend
Ingersoll-Rand (IR) — None
Microsoft Corp (MSFT) — Dividend
Procter & Gamble Co (PG) — Dividend
Qualcomm Inc (QCOM) — Dividend
Tractor Supply Co (TSCO) — Dividend
Trane Technologies (TT) — Dividend — Buy (add'l)
Allegion PLC Shs (ALLE) — None — Sold
Bank of New York Mellon Preferred Stock (BK'C) — Dividend — Redeemed
HSBC Holdings PLC Preferred Stock (HSBC'A) — Dividend
Account #2 (H)
Stifel Insured Deposit (cash) — Interest
Amazon.com Inc. (AMZN) — None
Berkshire Hathaway Inc. Cl B (BRKB) — None
Exxon Mobil Corp (XOM) — Dividend
Keycorp New (KEY) — Dividend
Eli Lilly & Co (LLY) — Dividend
MGM Growth Properties LLC Cl A (MGP) — Dividend
Verizon Communications Inc. (VZ) — Dividend
Medtronic PLC (MDT) — Dividend — Sold
HSBC Holdings PLC Preferred Stock (HSBC'A) — Dividend
Account #3 (H)
Stifel Insured Deposit (cash) — Interest
Vanguard Mid-Cap ETF (VO) — Dividend — Sold
Bank of Montreal Medium Term Note (06366RJJ5) — Interest
Caterpillar Financial Se Medium Term Note (14912L6E6) — Interest
John Deere Capital Corp Medium Term Note (24422ETF6) — Interest
PNC Bank NA Medium Term Note (69349LAG3) — Interest
AB Large Cap Growth Fund Adv Cl (APGYX) — Dividend
Blackrock Total Return Fund Instl Class (MAHQX) — Dividend
Delaware Value Fund Intl Cl (DDVIX) — None — Sold
MFS Mid Cap Value Fund Cl I (MCVIX) — Dividend
PGIM Global Total Return Fund Inc Cl Z (PZTRX) — Dividend — Sold
PGIM Total Return Bond Fund Cl Z (PDBZX) — Dividend
PGIM Jennison Focused Growth Fund Cl Z (SPFZX) — Dividend
Vanguard Prime Money Market Admiral Cl (VMRXX) — Dividend — Buy
Account #4 (H)
Stifel Insured Deposit (cash) — Interest
Abbvie Inc Shs (ABBV) — Dividend
Alphabet Inc SHS Cl C (GOOG) — None
Alphabet Inc Shs Cl A (GOOGL) — None
Altria Group Inc (MO) — Dividend
Berry Global Group Inc (BERY) — None
Citigroup Inc Com New (C) — Dividend
Coca Cola Com (KO) — Dividend
Disney (Walt) Co Com Stk (DIS) — Dividend
Dominion Energy Inc (D) — Dividend
Dover Corp (DOV) — Dividend
Exxon Mobil Corp Com (XOM) — Dividend
Facebook Inc (FB) — None
Ford Motor Co (F) — Dividend
General Motors (GM) (X) — None
Intel Corp (INTC) — Dividend
Kar Auction Services Inc (KAR) — Dividend
Kimberly Clark (KMB) — Dividend
Eli Lilly & Co (LLY) — Dividend
NVIDIA (NVDA) — Dividend
Procter & Gamble Co (PG) — Dividend
Prudential Financial Inc (PRU) — Dividend
Sanofi Adr (SNY) — Dividend
Starbucks Corp (SBUX) — Dividend
Tiffany & Co New (TIF) — Dividend — Sold
Tractor Supply Co (TSCO) — Dividend
Verizon Communcatns Com (VZ) — Dividend
Visa Inc Cl a Shrs (V) — Dividend
Allied Capital Corp PFD Note (01903Q207) — Interest
HSBC HLDGS PLC (40428604) — Interest
Public Storage (74460W875) — Interest — Redeemed
Wells Fargo & Co (949746655) — Interest
Amherst NY Dev Crp Stf (031358AS3) — Interest — Redeemed
Solar Senior Capital Ltd (SUNS) — Dividend
Plains All Amern Pipl Lp (PAA) — Dividend
Account #5 (H)
NVIDIA Corp (NVDA) — Dividend
Account #6 (H)
JPMorgan 529 Moderate Growth Portfolio - A — None — Sold (part)
JPMorgan 529 Moderate Growth Portfolio - A — Sold (part)
Account #7 (H)
Stifel Insured Deposit (cash) — Interest
First Trust Value Line Dividend Index ETF (FVD) — None — Buy
Vanguard Mid-Cap ETF (VO) — Dividend — Sold
AB Discovery Growth Fund Adv Cl (CHCYX) — Dividend
AB Large Cap Growth Fund Adv Cl (APGYX) — Dividend
Blackrock Total Return Fund Instl Cl (MAHQX) — Dividend — Buy (add'l)
Blackrock Total Return Fund Instl Cl (MAHQX) — Buy (add'l)
Goldman Sachs Core Fixed Income Instl Cl (GSFIX) — Dividend — Buy
Delaware Value Fund Instl Cl (DDVIX) — None — Sold
JP Morgan Global Bond Opportunities Fund I (GBOSX) — Dividend — Sold
MFS Mid Cap Value Fund Cl I (MCVIX) — Dividend — Buy (add'l)
MFS Value Cl I (MEIIX) — None — Buy
PGIM Global Total Return Fund Cl Z (PZTRX) — Dividend — Sold
PGIM Total Return Bond Fund Cl Z (PDBZX) — Dividend — Buy (add'l)
PGIM Jennison Focused Growth Fund Cl Z (SPFZX) — Dividend
PGIM Short Term Corp Bond Cl Z (PIFZX) — Dividend — Buy
T Rowe Price QM US Small Cap Growth Eq Fd Inv Cl (PRDSX) — Dividend
Transamerica Bond Cl I (TFXIX) — Dividend — Buy
Vanguard Prime Money Market Admiral Cl (VMRXX) (cash) — Dividend — Buy
Vanguard Prime Money Market Admiral Cl (VMRXX) (cash) — Sold
Account #8 (H)
Lonestar Age Based 18+ Years Portfolio A (X) — None — Sold
Individual Assets (H)
M&T Bank (cash) (Y)
SBLI USA Whole Life Insurance — Dividend
New York Life Insurance Company Whole Life Insurance — Dividend
Account #1 (H)
Stifel Insured Deposit (cash) — Interest
Abbvie Inc Shs (ABBV) — Dividend
Activision Blizzard Inc (ATVI) — Dividend
Berkshire Hathaway Inc Del Cl B (BRKB) — None
Ford Motor Co (F) — Dividend
Ingersoll-Rand (IR) — None
Microsoft Corp (MSFT) — Dividend
Procter & Gamble Co (PG) — Dividend
Qualcomm Inc (QCOM) — Dividend
Tractor Supply Co (TSCO) — Dividend
Trane Technologies (TT) — Dividend — Buy (add'l)
Allegion PLC Shs (ALLE) — None — Sold
Bank of New York Mellon Preferred Stock (BK'C) — Dividend — Redeemed
HSBC Holdings PLC Preferred Stock (HSBC'A) — Dividend
Account #2 (H)
Stifel Insured Deposit (cash) — Interest
Amazon.com Inc. (AMZN) — None
Berkshire Hathaway Inc. Cl B (BRKB) — None
Exxon Mobil Corp (XOM) — Dividend
Keycorp New (KEY) — Dividend
Eli Lilly & Co (LLY) — Dividend
MGM Growth Properties LLC Cl A (MGP) — Dividend
Verizon Communications Inc. (VZ) — Dividend
Medtronic PLC (MDT) — Dividend — Sold
HSBC Holdings PLC Preferred Stock (HSBC'A) — Dividend
Account #3 (H)
Stifel Insured Deposit (cash) — Interest
Vanguard Mid-Cap ETF (VO) — Dividend — Sold
Bank of Montreal Medium Term Note (06366RJJ5) — Interest
Caterpillar Financial Se Medium Term Note (14912L6E6) — Interest
John Deere Capital Corp Medium Term Note (24422ETF6) — Interest
PNC Bank NA Medium Term Note (69349LAG3) — Interest
AB Large Cap Growth Fund Adv Cl (APGYX) — Dividend
Blackrock Total Return Fund Instl Class (MAHQX) — Dividend
Delaware Value Fund Intl Cl (DDVIX) — None — Sold
MFS Mid Cap Value Fund Cl I (MCVIX) — Dividend
PGIM Global Total Return Fund Inc Cl Z (PZTRX) — Dividend — Sold
PGIM Total Return Bond Fund Cl Z (PDBZX) — Dividend
PGIM Jennison Focused Growth Fund Cl Z (SPFZX) — Dividend
Vanguard Prime Money Market Admiral Cl (VMRXX) — Dividend — Buy
Account #4 (H)
Stifel Insured Deposit (cash) — Interest
Abbvie Inc Shs (ABBV) — Dividend
Alphabet Inc SHS Cl C (GOOG) — None
Alphabet Inc Shs Cl A (GOOGL) — None
Altria Group Inc (MO) — Dividend
Berry Global Group Inc (BERY) — None
Citigroup Inc Com New (C) — Dividend
Coca Cola Com (KO) — Dividend
Disney (Walt) Co Com Stk (DIS) — Dividend
Dominion Energy Inc (D) — Dividend
Dover Corp (DOV) — Dividend
Exxon Mobil Corp Com (XOM) — Dividend
Facebook Inc (FB) — None
Ford Motor Co (F) — Dividend
General Motors (GM) (X) — None
Intel Corp (INTC) — Dividend
Kar Auction Services Inc (KAR) — Dividend
Kimberly Clark (KMB) — Dividend
Eli Lilly & Co (LLY) — Dividend
NVIDIA (NVDA) — Dividend
Procter & Gamble Co (PG) — Dividend
Prudential Financial Inc (PRU) — Dividend
Sanofi Adr (SNY) — Dividend
Starbucks Corp (SBUX) — Dividend
Tiffany & Co New (TIF) — Dividend — Sold
Tractor Supply Co (TSCO) — Dividend
Verizon Communcatns Com (VZ) — Dividend
Visa Inc Cl a Shrs (V) — Dividend
Allied Capital Corp PFD Note (01903Q207) — Interest
HSBC HLDGS PLC (40428604) — Interest
Public Storage (74460W875) — Interest — Redeemed
Wells Fargo & Co (949746655) — Interest
Amherst NY Dev Crp Stf (031358AS3) — Interest — Redeemed
Solar Senior Capital Ltd (SUNS) — Dividend
Plains All Amern Pipl Lp (PAA) — Dividend
Account #5 (H)
NVIDIA Corp (NVDA) — Dividend
Account #6 (H)
JPMorgan 529 Moderate Growth Portfolio - A — None — Sold (part)
JPMorgan 529 Moderate Growth Portfolio - A — Sold (part)
Stifel Insured Deposit (cash) — Interest
First Trust Value Line Dividend Index ETF (FVD) — None — Buy
Vanguard Mid-Cap ETF (VO) — Dividend — Sold
AB Discovery Growth Fund Adv Cl (CHCYX) — Dividend
AB Large Cap Growth Fund Adv Cl (APGYX) — Dividend
Blackrock Total Return Fund Instl Cl (MAHQX) — Dividend — Buy (add'l)
Blackrock Total Return Fund Instl Cl (MAHQX) — Buy (add'l)
Goldman Sachs Core Fixed Income Instl Cl (GSFIX) — Dividend — Buy
Delaware Value Fund Instl Cl (DDVIX) — None — Sold
JP Morgan Global Bond Opportunities Fund I (GBOSX) — Dividend — Sold
MFS Mid Cap Value Fund Cl I (MCVIX) — Dividend — Buy (add'l)
MFS Value Cl I (MEIIX) — None — Buy
PGIM Global Total Return Fund Cl Z (PZTRX) — Dividend — Sold
PGIM Total Return Bond Fund Cl Z (PDBZX) — Dividend — Buy (add'l)
PGIM Jennison Focused Growth Fund Cl Z (SPFZX) — Dividend
PGIM Short Term Corp Bond Cl Z (PIFZX) — Dividend — Buy
T Rowe Price QM US Small Cap Growth Eq Fd Inv Cl (PRDSX) — Dividend
Transamerica Bond Cl I (TFXIX) — Dividend — Buy
Vanguard Prime Money Market Admiral Cl (VMRXX) (cash) — Dividend — Buy
Vanguard Prime Money Market Admiral Cl (VMRXX) (cash) — Sold
Account #8 (H)
Lonestar Age Based 18+ Years Portfolio A (X) — None — Sold
Trustee, Trust #1 (no reportable assets)
Adjunct Instructor, Medaille College
Captain, New York Naval Militia
Troop Committee Chair, Boy Scouts
Trustee, Trust #1 (no reportable assets)
Adjunct Instructor, Medaille College
Captain, New York Naval Militia
Troop Committee Chair, Boy Scouts
Trustee, Trust #1 (no reportable assets)
Adjunct Instructor, Medaille College
Captain, New York Naval Militia
Troop Committee Chair, Boy Scouts
Trustee, Trust #1 (no reportable assets)
Adjunct Instructor, Medaille College
Captain, New York Naval Militia
Troop Committee Chair, Boy Scouts
Agreement — 2018 — New York State Employees Retirement Fund (defined benefit pension plan)
Agreement — 2018 — New York State Employees Retirement Fund (defined benefit pension plan)
Agreement — 2018 — New York State Employees Retirement Fund (defined benefit pension plan)
Agreement — 2018 — New York State Employees Retirement Fund (defined benefit pension plan)
Liability — Discover — Credit Card
Liability — Bank of America — Credit Card
Liability — Discover — Credit Card
Liability — Bank of America — Credit Card
Liability — Discover — Credit Card
Liability — Bank of America — Credit Card
Liability — Discover — Credit Card
Liability — Bank of America — Credit Card
Income — 2020 — Medaille College (teaching salary) — $2,250.00
Income — 2020 — New York State Employees Retirement (pension) — $7,599.00
Income — 2020 — Medaille College (teaching salary) — $2,250.00
Income — 2020 — New York State Employees Retirement (pension) — $7,599.00
Income — 2020 — Medaille College (teaching salary) — $2,250.00
Income — 2020 — New York State Employees Retirement (pension) — $7,599.00
Income — 2020 — Medaille College (teaching salary) — $2,250.00
Income — 2020 — New York State Employees Retirement (pension) — $7,599.00
Spouse's income — 2020 — Self-employed (attorney)
Spouse's income — 2020 — Self-employed (attorney)
Spouse's income — 2020 — Self-employed (attorney)
Spouse's income — 2020 — Self-employed (attorney)
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.