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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 514

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Harvard Law Latino Alumni Committee

As filed

JP Morgan Chase Checking and Savings accounts — Interest

People's Bank Checking and Savings accounts — Interest

Bank of America Checking and Savings accounts — Interest

Bank of America Checking and Savings — Interest

Schwab Retirement Account

T. Rowe Price Retirement 2025 — Dividend

TIAA CREF Retirement Accounts

TIAA Traditional — Dividend

CREF Stock — Dividend

CREF Equity Index — Dividend

CREF Global Equities — Dividend

CREF Bond Market — Dividend

CREF Inflation-Linked Bond — Dividend

CREF Money Market Fund — Dividend

Fidelity Retirement Account

Fidelity Contrafund — Dividend

Fidelity Intermediate Government Income fund — Dividend

Fidelity Government Money Market — Dividend

JPMCB SR DRE 2030 CF — Dividend

JPMCB SR DRE 2025 CF — Dividend

Harbor International Instl CL — Dividend

MIP II CL 2 — Dividend

FID 500 Index IPR — Dividend

TRP Equity Income — Dividend

WT CIF II CR PL BD I — Dividend

Van Real EST Inx Adm — Dividend

Rothchild SMCP Core — Dividend

CT Higher Education Trust Moderate Managed Allocation — None

Brokerage Account # 1

ML Bank Deposit Program — Int./Div.

7.0% GNMA Bond — Interest

5.35% GNMA Bond — Interest

5.37% GNMA Bond — Interest

5.37% GNMA Bond — Interest

5.38% GNMA Bond — Interest

5.38% GNMA Bond — Interest

5.0 % LA County CA Bond 8/1/22 — Interest

5.25% MA GOBD Bond 8/1/22 — Interest

5.0% Orange County FL Bond 8/1/27 — Interest

5.0% MD GO Bond 3/1/26 — Interest

5.0% UT Bond 7/1/24 — Interest

5.0% Miami Dade School Bond 3/15/25 — Interest

5.0% University of MO Bond 11/1/25 — Interest

5.0% Atlanta GA Gen Rev Bond 1/1/26 — Interest

4.0% Illinois Sales Tax Bond 6/15/28 — Interest

5.0% Dallas FT Worth TX Bond 11/1/29 — None — Sold

5.0% Carnel IN Bond 7/15/30 — Interest

5.0% Truckee Meadows NV Water Bond 7/1/34 — Interest

ABB Ltd — Dividend

Abbot Labs — Dividend

Abbvie — Dividend

Allegion PLC — Dividend

American Tower REIT — Dividend

American Water Works — Dividend

American Electric Power — Dividend

Apple Inc — Dividend

ASML Holdings — Dividend

AstraZeneca PLC — Dividend

A T & T — Dividend

ADP — Dividend

Baidu — None

BHP Group LTD — Dividend

Blockrock Inc — Dividend

BAT ADR — Dividend

Candian Natural Resources LTD — Dividend

Carnival Corp — Dividend

Chemex ADR — Dividend

Chemours — Dividend

China Pete Chem ADR — Dividend

Chubb LTD — Dividend

Citigroup — Dividend

Citizens Financial Group — Dividend

CME Group Inc — Dividend

Coca Cola Com — Dividend

Coca Cola European — Dividend

Comcast Corp — Dividend

ConAgra Foods — Dividend

COPA Holdings — None

Corteva Inc — Dividend

Costco Wholesale — Dividend

Credit Suisse GP SP ADR — Dividend

CVS Health Corp — Dividend

Danaher Corp — Dividend

Diageo PLC — Dividend

Digital Realty — Dividend

Disney, Walt Co Common — None

Dominion Energy Inc — Dividend

Dow Inc — Dividend

Dupont E.I. De Nemours — Dividend

Echo Lab — Dividend

Emerson Electric — Dividend

Fedex Corp — Dividend

Garrett Motion Inc — None

General Electric — Dividend

Gildan Activewear — None

GlaxoSmithKline PLC ADR — Dividend

Grupo Televisa — None

GW Pharmaceuticals — None

Home Depot Inc — Dividend

Honeywelll Intl — Dividend

Humana Inc — Dividend

ICICI Bank — None

ING GP NV — None

Ingersoll Rand PLC — None

Intel Corp — Dividend

IBM Corp — Dividend

JP Morgan Chase — Dividend

Kimberly Clark — Dividend

Kraft (The) Heinz — Dividend

Lamb Western Holding Inc — Dividend

Lockheed Martin — Dividend

Manulife Financial Corp — Dividend

McDonalds Corp — Dividend

Medtonic PLC — Dividend

Melco Resorts — Dividend

Metlife Inc — Dividend

Microsoft — Dividend

Mitsubishi Financial Group Inc — Dividend

Momdelez Inc — Dividend

Netease.com Inc — Dividend

Nextera Energy Inc — Dividend

Occidental Pet Corp — Dividend

Paccar Inc. — Dividend

Pampa Energia SA — None

Pfizer — Dividend

Phillip Morris Intl Inc — Dividend

PPL Corp — Dividend

Proctor & Gamble — Dividend

Prologis Inc — Dividend

Prudential PLC — Dividend

Resideo Tech — None

Royal Dutch Shell PLC — Dividend

Sanofi ADR — Dividend

SAP SE — Dividend

SK Telecom — Dividend

SONY Corp — Dividend

Takeda Pharmaceutical Co — Dividend

TC Energy Corp — Dividend

Texas Instruments — Dividend

Thermo Fisher Scientific Inc — Dividend

TD Bank — Dividend

Total SE — Dividend

Trane Technologies (X) — Dividend — Spinoff (from line 108)

Trip.com — None

Union Pacific Corp — Dividend

Vale SA — Dividend

Ventas Inc — Dividend

Veon LTD — Dividend

Verizon Communications — Dividend

Viatris Inc. (X) — None — Spinoff (from line 129)

VISA Inc — Dividend

Wabtec — Dividend

Abbey Capital Futures — Dividend

AQR Diversified — Dividend

Blackrock Global Long — Dividend

Blackrock Strategic — Dividend

Boston Partners Long — Dividend

Brandywine Global — Dividend

Consumer Discretionary SPDR — Dividend

Driehaus Event Driven — Dividend

FPA Crescent Fund — Dividend

Gotham Neutral Fund — None

Healthcare Select SPDR — Dividend

Invesco Emerging Markets — Dividend

Invesco Preferred ETF — Dividend

IShares MSCI — Dividend

IShares IBOXX — Dividend

IShares TIPS — Dividend

IShares 3-7 Year — Dividend

IShares MBS — Dividend

IShares IBOX High Yield — Dividend

IShares INC CORE MSCI — Dividend

Neuberger Berman Long — None

Real Estate Select SPDR — Dividend

Sector SPDR Consumer Stpl — Dividend

Sector SPDR Energy — Dividend

Sector SPDR Industrial — Dividend

Sector SPDR Utilities — Dividend

SPDR S&P Insurance — Dividend

Vaneck Vectors — Dividend

Vanguard Financials ETF — Dividend

Vanguard Information Tech — Dividend

Vanguard Communication — Dividend

Vanguard Intermediate Bond Fund — Dividend

Vangaurd Short Tern Bond Fund — Dividend

Western Asset Macro — Dividend

Brokerage Account # 2

Federated Capital Reserves Money Market Fund — Dividend

Linde PLC — Dividend

AT&T — Dividend

Abbott Labs — Dividend

Abbvie — Dividend

Alcoa Inc. — None

Allstate Corp. — Dividend

American Airlines Group — Dividend

Amerisource Bergen — Dividend

Amgen Inc. — Dividend

Arconic Inc — None

BP PLC Spons ADR — Dividend

BT Group PLC ADT — None — Sold

Boeing Co Com — None

Boston Scientific Corp — None

Campbell Soup Co — Dividend

Caterpillar Inc. — Dividend

Charter Communications — None

Chevron Corp New Com — Dividend

Cisco Systems, Inc — Dividend

Clorox Co Com — Dividend

Tapestry Inc — Dividend

Coca Cola Company — Dividend

Comcast Corp CL A — Dividend

ConAgra Foods Inc. Com — Dividend

Conoco Phillips Com — Dividend

Corteva Inc Com — Dividend

Disney Walt Co Disney Com — None

Discover Finl Svsc Inc. — Dividend

Dow Inc Com — Dividend

Dupont De Nemours — Dividend

Eastman Chem Co Com — Dividend

Exxon Mobil Corp Com — Dividend

Ford Motor Co Del Com Par — None

Freeport McMoran Copper & Gold Inc. — Dividend

Frontier Communications Corp — None

General Electric Co Com — Dividend

GlaxoSmithKline PLC Spons ADR — Dividend

Hanesbrands — Dividend

Hershey Co Com — Dividend

Ingredion Inc — Dividend

Intel Corp Com — Dividend

IBM Corp — Dividend

International Paper Co — Dividend

JP Morgan Chase & Co Com — Dividend

Kellogg Co — Dividend

Lamb Weston Holdings, Inc — Dividend

Merck & Co Inc. New Com — Dividend

Morgan Stanley Com New — Dividend

NCR Corp Com — None

Newell Bands Inc — Dividend

News Corp CL A — Dividend

OFG Bank Corp — Dividend

Pepsico Inc. — Dividend

Pfizer Inc. Com — Dividend

Phillips 66 — Dividend

Raytheon Co New Com — Dividend

Smucker J M Co Com New — Dividend

Target Corp — Dividend

Teradata Corp Del Com — None

3M Co Com — Dividend

Travelers Cos Inc. Com — Dividend

US Steel Corp — Dividend

Verizon Communications Com — Dividend

ViacomCBS Inc CL B — Dividend

Viatris Inc Com (X) — None — Spinoff (from line 247)

Vodaphone Group PLC Spon ADR New — Dividend

Yum Brands Inc. Com — Dividend

Yum China Holding, Inc Com — Dividend

Public Storage Com — Dividend

IBM Corp — Dividend

JP Morgan Chase Checking and Savings accounts — Interest

People's Bank Checking and Savings accounts — Interest

Bank of America Checking and Savings accounts — Interest

Bank of America Checking and Savings — Interest

Schwab Retirement Account

T. Rowe Price Retirement 2025 — Dividend

TIAA CREF Retirement Accounts

TIAA Traditional — Dividend

CREF Stock — Dividend

CREF Equity Index — Dividend

CREF Global Equities — Dividend

CREF Bond Market — Dividend

CREF Inflation-Linked Bond — Dividend

CREF Money Market Fund — Dividend

Fidelity Retirement Account

Fidelity Contrafund — Dividend

Fidelity Intermediate Government Income fund — Dividend

Fidelity Government Money Market — Dividend

JPMCB SR DRE 2030 CF — Dividend

JPMCB SR DRE 2025 CF — Dividend

Harbor International Instl CL — Dividend

MIP II CL 2 — Dividend

FID 500 Index IPR — Dividend

TRP Equity Income — Dividend

WT CIF II CR PL BD I — Dividend

Van Real EST Inx Adm — Dividend

Rothchild SMCP Core — Dividend

CT Higher Education Trust Moderate Managed Allocation — None

Brokerage Account # 1

ML Bank Deposit Program — Int./Div.

7.0% GNMA Bond — Interest

5.35% GNMA Bond — Interest

5.37% GNMA Bond — Interest

5.37% GNMA Bond — Interest

5.38% GNMA Bond — Interest

5.38% GNMA Bond — Interest

5.0 % LA County CA Bond 8/1/22 — Interest

5.25% MA GOBD Bond 8/1/22 — Interest

5.0% Orange County FL Bond 8/1/27 — Interest

5.0% MD GO Bond 3/1/26 — Interest

5.0% UT Bond 7/1/24 — Interest

5.0% Miami Dade School Bond 3/15/25 — Interest

5.0% University of MO Bond 11/1/25 — Interest

5.0% Atlanta GA Gen Rev Bond 1/1/26 — Interest

4.0% Illinois Sales Tax Bond 6/15/28 — Interest

5.0% Dallas FT Worth TX Bond 11/1/29 — None — Sold

5.0% Carnel IN Bond 7/15/30 — Interest

5.0% Truckee Meadows NV Water Bond 7/1/34 — Interest

ABB Ltd — Dividend

Abbot Labs — Dividend

Abbvie — Dividend

Allegion PLC — Dividend

American Tower REIT — Dividend

American Water Works — Dividend

American Electric Power — Dividend

Apple Inc — Dividend

ASML Holdings — Dividend

AstraZeneca PLC — Dividend

A T & T — Dividend

ADP — Dividend

Baidu — None

BHP Group LTD — Dividend

Blockrock Inc — Dividend

BAT ADR — Dividend

Candian Natural Resources LTD — Dividend

Carnival Corp — Dividend

Chemex ADR — Dividend

Chemours — Dividend

China Pete Chem ADR — Dividend

Chubb LTD — Dividend

Citigroup — Dividend

Citizens Financial Group — Dividend

CME Group Inc — Dividend

Coca Cola Com — Dividend

Coca Cola European — Dividend

Comcast Corp — Dividend

ConAgra Foods — Dividend

COPA Holdings — None

Corteva Inc — Dividend

Costco Wholesale — Dividend

Credit Suisse GP SP ADR — Dividend

CVS Health Corp — Dividend

Danaher Corp — Dividend

Diageo PLC — Dividend

Digital Realty — Dividend

Disney, Walt Co Common — None

Dominion Energy Inc — Dividend

Dow Inc — Dividend

Dupont E.I. De Nemours — Dividend

Echo Lab — Dividend

Emerson Electric — Dividend

Fedex Corp — Dividend

Garrett Motion Inc — None

General Electric — Dividend

Gildan Activewear — None

GlaxoSmithKline PLC ADR — Dividend

Grupo Televisa — None

GW Pharmaceuticals — None

Home Depot Inc — Dividend

Honeywelll Intl — Dividend

Humana Inc — Dividend

ICICI Bank — None

ING GP NV — None

Ingersoll Rand PLC — None

Intel Corp — Dividend

JP Morgan Chase — Dividend

Kimberly Clark — Dividend

Kraft (The) Heinz — Dividend

Lamb Western Holding Inc — Dividend

Lockheed Martin — Dividend

Manulife Financial Corp — Dividend

McDonalds Corp — Dividend

Medtonic PLC — Dividend

Melco Resorts — Dividend

Metlife Inc — Dividend

Microsoft — Dividend

Mitsubishi Financial Group Inc — Dividend

Momdelez Inc — Dividend

Netease.com Inc — Dividend

Nextera Energy Inc — Dividend

Occidental Pet Corp — Dividend

Paccar Inc. — Dividend

Pampa Energia SA — None

Pfizer — Dividend

Phillip Morris Intl Inc — Dividend

PPL Corp — Dividend

Proctor & Gamble — Dividend

Prologis Inc — Dividend

Prudential PLC — Dividend

Resideo Tech — None

Royal Dutch Shell PLC — Dividend

Sanofi ADR — Dividend

SAP SE — Dividend

SK Telecom — Dividend

SONY Corp — Dividend

Takeda Pharmaceutical Co — Dividend

TC Energy Corp — Dividend

Texas Instruments — Dividend

Thermo Fisher Scientific Inc — Dividend

TD Bank — Dividend

Total SE — Dividend

Trane Technologies (X) — Dividend — Spinoff (from line 108)

Trip.com — None

Union Pacific Corp — Dividend

Vale SA — Dividend

Ventas Inc — Dividend

Veon LTD — Dividend

Verizon Communications — Dividend

Viatris Inc. (X) — None — Spinoff (from line 129)

VISA Inc — Dividend

Wabtec — Dividend

Abbey Capital Futures — Dividend

AQR Diversified — Dividend

Blackrock Global Long — Dividend

Blackrock Strategic — Dividend

Boston Partners Long — Dividend

Brandywine Global — Dividend

Consumer Discretionary SPDR — Dividend

Driehaus Event Driven — Dividend

FPA Crescent Fund — Dividend

Gotham Neutral Fund — None

Healthcare Select SPDR — Dividend

Invesco Emerging Markets — Dividend

Invesco Preferred ETF — Dividend

IShares MSCI — Dividend

IShares IBOXX — Dividend

IShares TIPS — Dividend

IShares 3-7 Year — Dividend

IShares MBS — Dividend

IShares IBOX High Yield — Dividend

IShares INC CORE MSCI — Dividend

Neuberger Berman Long — None

Real Estate Select SPDR — Dividend

Sector SPDR Consumer Stpl — Dividend

Sector SPDR Energy — Dividend

Sector SPDR Industrial — Dividend

Sector SPDR Utilities — Dividend

SPDR S&P Insurance — Dividend

Vaneck Vectors — Dividend

Vanguard Financials ETF — Dividend

Vanguard Information Tech — Dividend

Vanguard Communication — Dividend

Vanguard Intermediate Bond Fund — Dividend

Vangaurd Short Tern Bond Fund — Dividend

Western Asset Macro — Dividend

Brokerage Account # 2

Federated Capital Reserves Money Market Fund — Dividend

Linde PLC — Dividend

AT&T — Dividend

Abbott Labs — Dividend

Abbvie — Dividend

Alcoa Inc. — None

Allstate Corp. — Dividend

American Airlines Group — Dividend

Amerisource Bergen — Dividend

Amgen Inc. — Dividend

Arconic Inc — None

BP PLC Spons ADR — Dividend

BT Group PLC ADT — None — Sold

Boeing Co Com — None

Boston Scientific Corp — None

Campbell Soup Co — Dividend

Caterpillar Inc. — Dividend

Charter Communications — None

Chevron Corp New Com — Dividend

Cisco Systems, Inc — Dividend

Clorox Co Com — Dividend

Tapestry Inc — Dividend

Coca Cola Company — Dividend

Comcast Corp CL A — Dividend

ConAgra Foods Inc. Com — Dividend

Conoco Phillips Com — Dividend

Corteva Inc Com — Dividend

Disney Walt Co Disney Com — None

Discover Finl Svsc Inc. — Dividend

Dow Inc Com — Dividend

Dupont De Nemours — Dividend

Eastman Chem Co Com — Dividend

Exxon Mobil Corp Com — Dividend

Ford Motor Co Del Com Par — None

Freeport McMoran Copper & Gold Inc. — Dividend

Frontier Communications Corp — None

General Electric Co Com — Dividend

GlaxoSmithKline PLC Spons ADR — Dividend

Hanesbrands — Dividend

Hershey Co Com — Dividend

Ingredion Inc — Dividend

Intel Corp Com — Dividend

IBM Corp — Dividend

International Paper Co — Dividend

JP Morgan Chase & Co Com — Dividend

Kellogg Co — Dividend

Lamb Weston Holdings, Inc — Dividend

Merck & Co Inc. New Com — Dividend

Morgan Stanley Com New — Dividend

NCR Corp Com — None

Newell Bands Inc — Dividend

News Corp CL A — Dividend

OFG Bank Corp — Dividend

Pepsico Inc. — Dividend

Pfizer Inc. Com — Dividend

Phillips 66 — Dividend

Raytheon Co New Com — Dividend

Smucker J M Co Com New — Dividend

Target Corp — Dividend

Teradata Corp Del Com — None

3M Co Com — Dividend

Travelers Cos Inc. Com — Dividend

US Steel Corp — Dividend

Verizon Communications Com — Dividend

ViacomCBS Inc CL B — Dividend

Viatris Inc Com (X) — None — Spinoff (from line 247)

Vodaphone Group PLC Spon ADR New — Dividend

Yum Brands Inc. Com — Dividend

Yum China Holding, Inc Com — Dividend

Public Storage Com — Dividend

Co-Chair, Harvard Law Latino Alumni Committee

Co-Chair, Harvard Law Latino Alumni Committee

Bank of America Accounts indicated on line # 4 is owned The account

was used exclusively for the benefit care prior to passing.

Line 146 misspelled in 2019 was TOTAL SA

Ingersoll-Rand PLC (Line 108) spun off Ingersoll Rand Industrial. The spinoff was then immediately merged into Gardener Denver. The combined company then

changed it's name Ingersoll Rand Inc.

The parent company Ingersoll Rand Inc. then changed it's name to Trane Technologies PLC (Line 147). This was completed on March 1, 2020.

Viatris Inc (Line 154) spun off from Pfizer (line 129) on 11/16/20 to form Viatris Inc.

Viatris Inc (Line 258) spun off from Pfizer (line 247) on 11/16/20 to form Viatris Inc.

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.

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