Ask Donna

Pull out the substance of this filing.

What was filed

  • 298

    investments

  • 8

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Rollover IRA
  • IRA #1
  • Inherited IRA
  • IRA # 2

As filed

Alibaba ADR — None

Abbvie C.S. — Dividend

Adobe C.S. — None — Buy

Agios C.S. — None

Alibaba ADR — None — Buy (add'l)

Alphabet Inc (Cl A) C.S. — None

Amazon C.S. — None — Buy (add'l)

Amgen — Dividend

Aspen Technologies C.S. — None — Buy

Bank of America C.S. — Dividend

Berkshire Hathaway (B) C.S. — None

Baidu ADR — None — Sold

Biomarin C.S. — None

Boeing Co. C.S. — None — Buy

Bristol Meyers C.S. — Dividend

Broadcom Inc. C.S. — Dividend — Buy

Chevron C.S. — Dividend

Conoco Phillips C.S. — Dividend

CVS Healthcorp. C.S. — Dividend

Diamondback Energy C.S. — None — Sold

Dupont C.S. — Dividend — Sold

Eli Lilly C.S. — Dividend

Enterprise Products Partners L.P. — Dividend

Exxon Mobil Corp. C.S. — Dividend

Energy Transfer L.P. — Dividend — Buy

Gilead, C.S. — Dividend

Illumina C.S. — None — Sold

Intel C.S. — Dividend

J P Morgan Chase C.S. — Dividend

Johnson & Johnson C.S. — Dividend

L3 Harris Tech. C.S. — Dividend — Buy

Lockheed Martin C.S. — Dividend — Buy

Merck & Co. Inc. C.S. — Dividend

Microsoft C.S. — Dividend

Nike C.S. — Dividend — Buy

Palo Alto Networks — None — Buy

Pfizer Inc. C.S. — Dividend

Phillips 66 C.S. — Dividend

Philllips 66 Partners C.S. — Dividend — Sold

Qorvo, Inc. C.S. — None — Sold

Regeneron Inc. C.S. — None

Sanofi Aventis C.S. — Dividend — Sold

Skyworks Solutions C.S. — Dividend

Tencent Holdings — Dividend — Buy

Uniqure N.V. — None — Buy

Valero Energy C.S. — Dividend

Vertex Pharm. C.S. — None — Buy

Wells Fargo C.S. — Dividend

Zscaler Inc. C.S. — None — Sold

Charles Schwab Money Market (Cash Equivalents) — Interest

ORI/Acadia & Ver. Par., LA; McGowan Inc.; Zachry Exploration — Royalty

ORI/Regan County, TX/Pioneer Natural Resources — Royalty

W/I; Acadia & Vermillion Par., LA; McGowan Inc. — Royalty

ORI/Acadia Par., LA; Zachry Eploraton — Royalty

Investment Property (Pulaski County, AR) (See Section VIII) — None

Rollover IRA

Charles Schwab Money Market (Cash Equivalents) — Interest

Adobe C.S. — None — Buy

Agios C.S. — None

Alibaba ADR — None — Buy (add'l)

Alphabet (Class A) C.S. — None

Amazon C.S. — None

Applied Materials C.S. — Dividend

Amgen C.S. — Dividend

Aspen Technologies — None — Buy

Berkshire Hathaway (B) C.S. — None

Biomarin C.S. — None

Boeing C.S. — None — Buy

Bristol Myers Squibb C.S. — Dividend — Buy

Broadcom C.S. — Dividend — Buy

Chevron C.S. — Dividend — Sold

Conoco Phillips C.S. — Dividend

Diamondback Energy C.S. — Dividend

Dow C.S. — Dividend — Sold

Energy Transfer L.P. — Dividend

Enterprise Products Partners L.P. — Dividend

EOG Resources Inc. C.S. — Dividend

Gilead Sciences Inc. C.S. — Dividend

Illumina C.S. — None

Intel C.S. — Dividend

J.P. Morgan C.S. — Dividend

Johnson & Johnson C.S. — Dividend

Lumentum C.S. — None — Sold

Lockheed Martin C.S. — Dividend — Buy

Merck & Co. Inc. C.S. — Dividend

Microsoft C.S. — Dividend — Buy (add'l)

Palo Alto Networks C.S. — None — Buy

Pfizer Inc. C.S. — Dividend — Sold

Pioneer Natural Resources C.S. — Dividend — Sold

Raytheon Technologies C.S. — Dividend — Buy

Regeneron C.S. — None

Stryker C.S. — Dividend — Buy

Tencent Holdings — Dividend — Buy

Uniqure N.V. — None — Buy

Vertex Pharma. C.S. — None — Buy

Zscaler C.S. — None — Sold

IRA #1

Adobe C.S. — None — Buy

Alibaba ADR. — None

Amgen Inc. C.S. — Dividend

Aspen Technology Inc. C.S. — None — Buy

Berkshire Hathaway (B) C.S. — None

Biomarin C.S. — None

Boeing — None — Buy

Gilead Sciences Inc. C.S. — Dividend

Johnson & Johnson C.S. — Dividend

J.P. Morgan Chase C.S. — Dividend

Merck C.S. — Dividend

Palo Alto Networks — None — Buy

Pioneer Natural Resources C.S. — Dividend

Regeneron C.S. — None — Buy

Uniqure N.V. — None — Buy

Vertex Pharma. C.S. — None — Buy

Charles Schwab Money Market (Cash Equivalents) — Interest

Inherited IRA

Agios C.S. — None — Sold

Alibaba — None

Berkshire Hathaway C.S. — None

BioMarin Pharma. C.S. — None — Buy

Boeing C.S. — None — Buy

Chevron C.S. — Dividend — Sold

Gilead Science Inc. C.S. — Dividend

Merck C.S. — Dividend

Microsoft C.S. — Dividend — Buy

Nike C.S. — Dividend — Buy

Palo Alto Networks C.S. — None — Buy

Regeneron C.S. — None — Buy

Tencent Holdings — Dividend — Buy

Uniqure N.V. — None — Buy

Charles Schwab Money Market (Cash Equivalents) — Interest

IRA #2

Adobe C.S. — None — Buy

Agios Pharma. C.S. — None — Buy

Amgen Inc. C.S. — Dividend

Aspen Technologies C.S. — None — Buy

Berkshire Hathaway (B) C.S. — None

BioMarin Pharma. C.S. — None

Boeing C.S. — None — Buy

Gilead Sciences Inc. C.S. — Dividend

Merck C.S. — Dividend

Microsoft C.S. — Dividend — Buy (add'l)

Pfizer Inc. C.S. — Dividend

Pioneer Natural Resources C.S. — Dividend — Sold

Regeneron Pharma. C.S. — None

Stryker C.S. — Dividend — Buy

Uniqure N.V. — None — Buy

Vertex Pharma. C.S. — None — Buy

Zscaler Inc. C.S. — None — Sold

Charles Schwab Money Market (Cash Equivalents) — Interest

Abbvie C.S. — Dividend

Adobe C.S. — None — Buy

Agios C.S. — None

Alibaba ADR — None — Buy (add'l)

Alphabet Inc (Cl A) C.S. — None

Amazon C.S. — None — Buy (add'l)

Amgen — Dividend

Aspen Technologies C.S. — None — Buy

Bank of America C.S. — Dividend

Berkshire Hathaway (B) C.S. — None

Baidu ADR — None — Sold

Biomarin C.S. — None

Boeing Co. C.S. — None — Buy

Bristol Meyers C.S. — Dividend

Broadcom Inc. C.S. — Dividend — Buy

Chevron C.S. — Dividend

Conoco Phillips C.S. — Dividend

CVS Healthcorp. C.S. — Dividend

Diamondback Energy C.S. — None — Sold

Dupont C.S. — Dividend — Sold

Eli Lilly C.S. — Dividend

Enterprise Products Partners L.P. — Dividend

Exxon Mobil Corp. C.S. — Dividend

Energy Transfer L.P. — Dividend — Buy

Gilead, C.S. — Dividend

Illumina C.S. — None — Sold

Intel C.S. — Dividend

J P Morgan Chase C.S. — Dividend

Johnson & Johnson C.S. — Dividend

L3 Harris Tech. C.S. — Dividend — Buy

Lockheed Martin C.S. — Dividend — Buy

Merck & Co. Inc. C.S. — Dividend

Microsoft C.S. — Dividend

Nike C.S. — Dividend — Buy

Palo Alto Networks — None — Buy

Pfizer Inc. C.S. — Dividend

Phillips 66 C.S. — Dividend

Philllips 66 Partners C.S. — Dividend — Sold

Qorvo, Inc. C.S. — None — Sold

Regeneron Inc. C.S. — None

Sanofi Aventis C.S. — Dividend — Sold

Skyworks Solutions C.S. — Dividend

Tencent Holdings — Dividend — Buy

Uniqure N.V. — None — Buy

Valero Energy C.S. — Dividend

Vertex Pharm. C.S. — None — Buy

Wells Fargo C.S. — Dividend

Zscaler Inc. C.S. — None — Sold

Charles Schwab Money Market (Cash Equivalents) — Interest

ORI/Acadia & Ver. Par., LA; McGowan Inc.; Zachry Exploration — Royalty

ORI/Regan County, TX/Pioneer Natural Resources — Royalty

W/I; Acadia & Vermillion Par., LA; McGowan Inc. — Royalty

ORI/Acadia Par., LA; Zachry Eploraton — Royalty

Investment Property (Pulaski County, AR) (See Section VIII) — None

Rollover IRA

Charles Schwab Money Market (Cash Equivalents) — Interest

Adobe C.S. — None — Buy

Agios C.S. — None

Alibaba ADR — None — Buy (add'l)

Alphabet (Class A) C.S. — None

Amazon C.S. — None

Applied Materials C.S. — Dividend

Amgen C.S. — Dividend

Aspen Technologies — None — Buy

Berkshire Hathaway (B) C.S. — None

Biomarin C.S. — None

Boeing C.S. — None — Buy

Bristol Myers Squibb C.S. — Dividend — Buy

Broadcom C.S. — Dividend — Buy

Chevron C.S. — Dividend — Sold

Conoco Phillips C.S. — Dividend

Diamondback Energy C.S. — Dividend

Dow C.S. — Dividend — Sold

Energy Transfer L.P. — Dividend

Enterprise Products Partners L.P. — Dividend

EOG Resources Inc. C.S. — Dividend

Gilead Sciences Inc. C.S. — Dividend

Illumina C.S. — None

Intel C.S. — Dividend

J.P. Morgan C.S. — Dividend

Johnson & Johnson C.S. — Dividend

Lumentum C.S. — None — Sold

Lockheed Martin C.S. — Dividend — Buy

Merck & Co. Inc. C.S. — Dividend

Microsoft C.S. — Dividend — Buy (add'l)

Palo Alto Networks C.S. — None — Buy

Pfizer Inc. C.S. — Dividend — Sold

Pioneer Natural Resources C.S. — Dividend — Sold

Raytheon Technologies C.S. — Dividend — Buy

Regeneron C.S. — None

Stryker C.S. — Dividend — Buy

Tencent Holdings — Dividend — Buy

Uniqure N.V. — None — Buy

Vertex Pharma. C.S. — None — Buy

Zscaler C.S. — None — Sold

IRA #1

Adobe C.S. — None — Buy

Alibaba ADR. — None

Amgen Inc. C.S. — Dividend

Aspen Technology Inc. C.S. — None — Buy

Berkshire Hathaway (B) C.S. — None

Biomarin C.S. — None

Boeing — None — Buy

Gilead Sciences Inc. C.S. — Dividend

Johnson & Johnson C.S. — Dividend

J.P. Morgan Chase C.S. — Dividend

Merck C.S. — Dividend

Palo Alto Networks — None — Buy

Pioneer Natural Resources C.S. — Dividend

Regeneron C.S. — None — Buy

Uniqure N.V. — None — Buy

Vertex Pharma. C.S. — None — Buy

Charles Schwab Money Market (Cash Equivalents) — Interest

Inherited IRA

Agios C.S. — None — Sold

Alibaba — None

Berkshire Hathaway C.S. — None

BioMarin Pharma. C.S. — None — Buy

Boeing C.S. — None — Buy

Chevron C.S. — Dividend — Sold

Gilead Science Inc. C.S. — Dividend

Merck C.S. — Dividend

Microsoft C.S. — Dividend — Buy

Nike C.S. — Dividend — Buy

Palo Alto Networks C.S. — None — Buy

Regeneron C.S. — None — Buy

Tencent Holdings — Dividend — Buy

Uniqure N.V. — None — Buy

Charles Schwab Money Market (Cash Equivalents) — Interest

IRA #2

Adobe C.S. — None — Buy

Agios Pharma. C.S. — None — Buy

Alibaba ADR — None

Amgen Inc. C.S. — Dividend

Aspen Technologies C.S. — None — Buy

Berkshire Hathaway (B) C.S. — None

BioMarin Pharma. C.S. — None

Boeing C.S. — None — Buy

Gilead Sciences Inc. C.S. — Dividend

Merck C.S. — Dividend

Microsoft C.S. — Dividend — Buy (add'l)

Pfizer Inc. C.S. — Dividend

Pioneer Natural Resources C.S. — Dividend — Sold

Regeneron Pharma. C.S. — None

Stryker C.S. — Dividend — Buy

Uniqure N.V. — None — Buy

Vertex Pharma. C.S. — None — Buy

Zscaler Inc. C.S. — None — Sold

Charles Schwab Money Market (Cash Equivalents) — Interest

Trustee, Rollover IRA

Trustee, IRA #1

Trustee, Inherited IRA

Trustee, IRA # 2

Trustee, Rollover IRA

Trustee, IRA #1

Trustee, Inherited IRA

Trustee, IRA # 2

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.

J. Thomas Ray | Frix