Ask Donna

Pull out the substance of this filing.

What was filed

  • 312

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Servier Pharmaceuticals LLC - Salary & Bonus

As filed

First National Bank of LaGrange Accounts — Interest

Wells Fargo Bank Account — Interest

US Employees Credit Union Account — Interest

Baxter Int'l Common Stock — Dividend

Takeda Pharmaceutical Common Stock — Dividend

Edward Lifesciences Common — None

Farm - Wilson County, KS (1/12th Interest) — Rent

TAKEDA SAVINGS & RETIRE PLAN (H)

Takeda Pharmaceutical Common Stock — Dividend — Merged (with line 151)

FIAM Target Date 2030 Fund — Int./Div. — Sold

TAKEDA ESPP STOCK PLAN (H)

Takeda Pharmaceutical Common Stock — Dividend

SERVIER PHARMACEUTICALS 401K PLAN (H)

Vanguard Target Rmt 2030 Fund — Int./Div. — Buy (add'l)

BROKERAGE ACCOUNT #1 (H)

Alibaba Group — None

Amazon.com — None — Sold (part)

Apple Inc — Dividend — Sold (part)

Baidu Inc — None

Berkshire Hathaway Inc Cl B — None

Enterprise Products LP — Dividend — Sold

Fidelity Blue Chip Value — Dividend

Fidelity Cash Reserves Fund — Interest

Fidelity Convertible Securities — Int./Div.

Fidelity Short Term Bond Fund — Interest

Fidelity Advisor Convertible Bond Fund — Interest — Buy

Fidelity Advisor Total Bond Fund — Interest — Buy

Fidelity High Income Bond Fund — Interest — Buy

Fidelity Investment Grade Bond Fund — Interest — Buy

Fidelity Total Bond Fund — Interest — Buy

Invesco QQQ ETF — Dividend — Sold

Las Vegas Sands Corp — Dividend — Sold

Matthews Asia Dividend — Dividend

Market Vectors Gaming ETF — Dividend — Sold

Robotics & Automation ETF — Dividend

S&P 500 ETF — Dividend — Sold (part)

Starbucks — Dividend

SPDR Gold Trust — None — Buy

BROKERAGE ACCOUNT #2 (H)

Alphabet — None

Amazon.com — None

Apple Inc — Dividend

Berkshire Hathaway Inc Cl B — None

Boeing Bond 8.75% 8-15-21 — Interest

Caterpillar Inc — Dividend

Cummins Inc — Dividend — Sold

CVS Caremark — Dividend — Sold

Disney Walt Co — Dividend

Fidelity Blue Chip Value — Dividend — Sold

Fidelity Convertible Securities — Int./Div.

Fidelity Emerging Markets — Dividend

Fidelity International Growth — Dividend — Sold (part)

Fidelity Muni Money Market Fund — Interest

Fidelity Select Healthcare — Dividend — Sold (part)

Fidelity Short Term Bond Fund — Interest — Buy

Fidelity Total Bond Fund — Interest

Fidelity Utilities — Dividend

Invesco QQQ Trust — Dividend — Sold (part)

Keycorp Note 2.9% 9-15-20 — Interest — Matured

Las Vegas Sands — Dividend — Sold

Mainstay High Yield Muni — Interest — Sold (part)

Mastercard — Dividend

Matthews Asia Dividend — Dividend

Matthews Asia Growth Investor — Dividend

Microsoft — Dividend

Oakmark International Fund — Dividend — Sold

S&P 500 ETF — Dividend — Sold (part)

SPDR S&P Homebuiders ETF — Dividend — Buy

SPDR Gold Trust — None

Target Corp — Dividend

United Parcel Service — Dividend

Vanguard Dividend Growth — Dividend

Vanguard Wellesley Income — Int./Div.

Visa Inc — Dividend

Waste Management Inc — Dividend

Wells Fargo Bond 2.55% 12-7-20 — Interest — Matured

Wells Fargo Bond 3% 1-22-21 — Interest

Yum Brands Inc — Dividend

BROKERAGE ACCOUNT #3 (H)

Apple Inc. — None — Closed

Fidelity Blue Chip Growth — None — Closed

Fidelity Blue Chip Value — None — Closed

Fidelity Capital & Income — None — Closed

Fidelity Cash Fund — None — Closed

Fidelity Conservative Income — None — Closed

Fidelity High Income — None — Closed

Fidelity Select Consumer Discr. — None — Closed

Fidelity Select Healthcare — None — Closed

Fidelity Short Term Bond — None — Closed

Fidelity Utilities ETF — None — Closed

S&P Midcap 400 — None — Closed

Vanguard Wellesley Income — None — Closed

BROKERAGE ACCOUNT #4 (H)

Apple Inc. — Dividend

Fidelity Blue Chip Growth — Dividend

Fidelity Blue Chip Value — Dividend

Fidelity Capital & Income — Int./Div.

Fidelity Cash Fund — Interest

Fidelity Conservative Income — Int./Div.

Fidelity High Income Fund — Int./Div.

Fidelity Investment Grade Bond Fund — Interest — Buy

Fidelity Select Consumer Discr. — Dividend — Sold

Fidelity Short Term Bond — Interest

Fidelity Utilities ETF — Dividend

Paychex Inc. — Dividend — Sold

S&P Midcap 400 — Dividend

BROKERAGE ACCOUNT #5 (H)

Alphabet — None — Sold (part)

Amazon.com — None

AT&T — Dividend — Buy

Caterpillar Inc — Dividend

Enterprise Products LP — Dividend — Sold

Facebook — None

Fidelity Blue Chip Value — Dividend

Fidelity Cash Reserves — Interest

Fidelity High Income Bond Fund — Interest — Buy

Fidelity Select Healthcare — Dividend

Fidelity Total Bond — Interest

Invesco QQQ Trust — Dividend

Lockheed Martin Corp — Dividend

Magellan Midstream Partners — Dividend — Sold

Matthews Asia Growth Investor — Dividend

Purefunds Cyber Security ETF — Dividend

Vanguard Dividend Growth — Dividend

Ventas Inc. — Dividend

Winnebago Industries — Dividend

BROKERAGE ACCOUNT #6 (H)

Alibaba — None — Buy

Caterpillar — Dividend — Buy

Disney Walt Co. — Dividend — Buy

Fidelity Advisor Convertible Bond Fund — Int./Div. — Buy

Fidelity Advisor Growth Opportunities — Dividend — Buy

Fidelity Advisor Total Bond Fund — Interest — Buy

Fidelity Cash Reserves — Interest — Buy

Fidelity Capital & Income — Int./Div. — Buy

Fidelity Emerging Markets — Dividend — Buy

Fidelity High Income Bond Fund — Interest — Buy

Fidelity Investment Grade Bond Fund — Interest — Buy

Fidelity Select Healthcare — Dividend — Buy

Fidleity Short Term Bond Fund — Interest — Buy

Fidelity Utilities ETF — Dividend — Buy

Lockheed Martin Corp. — Dividend — Buy

Market Vectors Gaming ETF — Dividend — Buy

Matthews Asia Growth Investor — Dividend — Buy

Oakmark International Fund — Dividend — Buy

S&P Mid Cap 400 ETF — Dividend — Buy

SPDR Financial Sector ETF — Dividend — Buy

SPDR Industrial ETF — Dividend — Buy

SPDR S&P Homebuilders ETF — Dividend — Buy

SPDR Gold Trust — None — Buy

Takeda Pharmaceutical Common Stock — Dividend — Open

Vanguard Dividend Growth Fund — Dividend — Buy

Waste Maanagement Inc. — Dividend — Buy

CUSTODIAL ACCOUNT #1 (H)

First National Bank of LaGrange Account — Interest

IL Bright Directions 529 Plan #2 - Fund 60A — Int./Div. — Closed

First National Bank of LaGrange Accounts — Interest

Wells Fargo Bank Account — Interest

US Employees Credit Union Account — Interest

Baxter Int'l Common Stock — Dividend

Takeda Pharmaceutical Common Stock — Dividend

Edward Lifesciences Common — None

Farm - Wilson County, KS (1/12th Interest) — Rent

TAKEDA SAVINGS & RETIRE PLAN (H)

Takeda Pharmaceutical Common Stock — Dividend — Merged (with line 151)

FIAM Target Date 2030 Fund — Int./Div. — Sold

TAKEDA ESPP STOCK PLAN (H)

Takeda Pharmaceutical Common Stock — Dividend

SERVIER PHARMACEUTICALS 401K PLAN (H)

Vanguard Target Rmt 2030 Fund — Int./Div. — Buy (add'l)

BROKERAGE ACCOUNT #1 (H)

Alibaba Group — None

Amazon.com — None — Sold (part)

Apple Inc — Dividend — Sold (part)

Baidu Inc — None

Berkshire Hathaway Inc Cl B — None

Enterprise Products LP — Dividend — Sold

Fidelity Blue Chip Value — Dividend

Fidelity Cash Reserves Fund — Interest

Fidelity Convertible Securities — Int./Div.

Fidelity Short Term Bond Fund — Interest

Fidelity Advisor Convertible Bond Fund — Interest — Buy

Fidelity Advisor Total Bond Fund — Interest — Buy

Fidelity High Income Bond Fund — Interest — Buy

Fidelity Investment Grade Bond Fund — Interest — Buy

Fidelity Total Bond Fund — Interest — Buy

Invesco QQQ ETF — Dividend — Sold

Las Vegas Sands Corp — Dividend — Sold

Matthews Asia Dividend — Dividend

Market Vectors Gaming ETF — Dividend — Sold

Robotics & Automation ETF — Dividend

S&P 500 ETF — Dividend — Sold (part)

Starbucks — Dividend

SPDR Gold Trust — None — Buy

BROKERAGE ACCOUNT #2 (H)

Alphabet — None

Amazon.com — None

Apple Inc — Dividend

Berkshire Hathaway Inc Cl B — None

Boeing Bond 8.75% 8-15-21 — Interest

Caterpillar Inc — Dividend

Cummins Inc — Dividend — Sold

CVS Caremark — Dividend — Sold

Disney Walt Co — Dividend

Fidelity Blue Chip Value — Dividend — Sold

Fidelity Convertible Securities — Int./Div.

Fidelity Emerging Markets — Dividend

Fidelity International Growth — Dividend — Sold (part)

Fidelity Muni Money Market Fund — Interest

Fidelity Select Healthcare — Dividend — Sold (part)

Fidelity Short Term Bond Fund — Interest — Buy

Fidelity Total Bond Fund — Interest

Fidelity Utilities — Dividend

Invesco QQQ Trust — Dividend — Sold (part)

Keycorp Note 2.9% 9-15-20 — Interest — Matured

Las Vegas Sands — Dividend — Sold

Mainstay High Yield Muni — Interest — Sold (part)

Mastercard — Dividend

Matthews Asia Dividend — Dividend

Matthews Asia Growth Investor — Dividend

Microsoft — Dividend

Oakmark International Fund — Dividend — Sold

S&P 500 ETF — Dividend — Sold (part)

SPDR S&P Homebuiders ETF — Dividend — Buy

SPDR Gold Trust — None

Target Corp — Dividend

United Parcel Service — Dividend

Vanguard Dividend Growth — Dividend

Vanguard Wellesley Income — Int./Div.

Visa Inc — Dividend

Waste Management Inc — Dividend

Wells Fargo Bond 2.55% 12-7-20 — Interest — Matured

Wells Fargo Bond 3% 1-22-21 — Interest

Yum Brands Inc — Dividend

BROKERAGE ACCOUNT #3 (H)

Apple Inc. — None — Closed

Fidelity Blue Chip Growth — None — Closed

Fidelity Blue Chip Value — None — Closed

Fidelity Capital & Income — None — Closed

Fidelity Cash Fund — None — Closed

Fidelity Conservative Income — None — Closed

Fidelity High Income — None — Closed

Fidelity Select Consumer Discr. — None — Closed

Fidelity Select Healthcare — None — Closed

Fidelity Short Term Bond — None — Closed

Fidelity Utilities ETF — None — Closed

S&P Midcap 400 — None — Closed

Vanguard Wellesley Income — None — Closed

BROKERAGE ACCOUNT #4 (H)

Apple Inc. — Dividend

Fidelity Blue Chip Growth — Dividend

Fidelity Blue Chip Value — Dividend

Fidelity Capital & Income — Int./Div.

Fidelity Cash Fund — Interest

Fidelity Conservative Income — Int./Div.

Fidelity High Income Fund — Int./Div.

Fidelity Investment Grade Bond Fund — Interest — Buy

Fidelity Select Consumer Discr. — Dividend — Sold

Fidelity Short Term Bond — Interest

Fidelity Utilities ETF — Dividend

Paychex Inc. — Dividend — Sold

S&P Midcap 400 — Dividend

BROKERAGE ACCOUNT #5 (H)

Alphabet — None — Sold (part)

Amazon.com — None

AT&T — Dividend — Buy

Caterpillar Inc — Dividend

Enterprise Products LP — Dividend — Sold

Facebook — None

Fidelity Blue Chip Value — Dividend

Fidelity Cash Reserves — Interest

Fidelity High Income Bond Fund — Interest — Buy

Fidelity Select Healthcare — Dividend

Fidelity Total Bond — Interest

Invesco QQQ Trust — Dividend

Lockheed Martin Corp — Dividend

Magellan Midstream Partners — Dividend — Sold

Matthews Asia Growth Investor — Dividend

Purefunds Cyber Security ETF — Dividend

Vanguard Dividend Growth — Dividend

Ventas Inc. — Dividend

Winnebago Industries — Dividend

BROKERAGE ACCOUNT #6 (H)

Alibaba — None — Buy

Caterpillar — Dividend — Buy

Disney Walt Co. — Dividend — Buy

Fidelity Advisor Convertible Bond Fund — Int./Div. — Buy

Fidelity Advisor Growth Opportunities — Dividend — Buy

Fidelity Advisor Total Bond Fund — Interest — Buy

Fidelity Cash Reserves — Interest — Buy

Fidelity Capital & Income — Int./Div. — Buy

Fidelity Emerging Markets — Dividend — Buy

Fidelity High Income Bond Fund — Interest — Buy

Fidelity Investment Grade Bond Fund — Interest — Buy

Fidelity Select Healthcare — Dividend — Buy

Fidleity Short Term Bond Fund — Interest — Buy

Fidelity Utilities ETF — Dividend — Buy

Lockheed Martin Corp. — Dividend — Buy

Market Vectors Gaming ETF — Dividend — Buy

Matthews Asia Growth Investor — Dividend — Buy

Oakmark International Fund — Dividend — Buy

S&P Mid Cap 400 ETF — Dividend — Buy

SPDR Financial Sector ETF — Dividend — Buy

SPDR Industrial ETF — Dividend — Buy

SPDR S&P Homebuilders ETF — Dividend — Buy

SPDR Gold Trust — None — Buy

Takeda Pharmaceutical Common Stock — Dividend — Open

Vanguard Dividend Growth Fund — Dividend — Buy

Waste Maanagement Inc. — Dividend — Buy

CUSTODIAL ACCOUNT #1 (H)

First National Bank of LaGrange Account — Interest

IL Bright Directions 529 Plan #2 - Fund 60A — Int./Div. — Closed

Spouse's income — 1/20-12/20 — Servier Pharmaceuticals LLC - Salary & Bonus

Spouse's income — 1/20-12/20 — Servier Pharmaceuticals LLC - Salary & Bonus

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.