Susan Paradise Baxter

2020

Ask Donna

Pull out the substance of this filing.

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

What was filed

  • 272

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • PNC Bank, N.A.
  • Chase Bank

As filed

Vanguard Real Estate ETF (VNQ) — Sold (part)

PNC Bank Checking/Money Market Accounts — Interest

Navy Federal Credit Union Account — Interest

PA Tuition Account 529 - Guaranteed Savings Plan — None — Sold

, City of Erie, Erie County, PA — Rent

, City of Erie, Erie County, PA — Rent — Sold

U.S. Savings Bonds - Series EE Bonds — Interest

PNC WM ACCOUNTS: (H)

Harding Loevner International Equity (HLMIX) — None — Sold (part)

Harding Loevner International Equity (HLMIX) — Sold

IShares MSCI Emerging Markets ETF (EEM) — None — Sold (part)

IShares MSCI Emerging Markets ETF (EEM) — Sold

IShares Core S&P Mid-Cap ETF (IJH) — Dividend — Buy (add'l)

IShares Core S&P Mid-Cap ETF (IJH) — Sold (part)

IShares Core S&P Mid-Cap ETF (IJH) — Sold (part)

IShares Core S&P Mid-Cap ETF (IJH) — Sold (part)

IShares Core S&P Mid-Cap ETF (IJH) — Sold (part)

IShares Core S&P Mid-Cap ETF (IJH) — Sold (part)

IShares Core S&P Mid-Cap ETF (IJH) — Sold (part)

IShares Core S&P Small-Cap ETF (IJR) — Dividend — Buy (add'l)

IShares Core S&P Small-Cap ETF (IJR) — Buy (add'l)

IShares Core S&P Small-Cap ETF (IJR) — Sold (part)

IShares Core S&P Small-Cap ETF (IJR) — Sold (part)

IShares Core S&P Small-Cap ETF (IJR) — Buy (add'l)

IShares Core S&P Small-Cap ETF (IJR) — Sold (part)

IShares Core S&P Small-Cap ETF (IJR) — Sold (part)

IShares Core S&P Small-Cap ETF (IJR) — Sold (part)

IShares Core S&P Small-Cap ETF (IJR) — Sold (part)

IShares Core S&P Small-Cap ETF (IJR) — Sold (part)

TRowe Price Growth Stock Fd (PRGFX) — Dividend — Sold (part)

TRowe Price Growth Stock Fd (PRGFX) — Buy (add'l)

TRowe Price Growth Stock Fd (PRGFX) — Sold (part)

TRowe Price Growth Stock Fd (PRGFX) — Sold (part)

TRowe Price Growth Stock Fd (PRGFX) — Sold (part)

TRowe Price Growth Stock Fd (PRGFX) — Sold (part)

TRowe Price Summit Muni Fd (PRINX) — None — Sold

Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Dividend — Buy (add'l)

Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Sold (part)

Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Sold (part)

Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Buy (add'l)

Vanguard Inter-Term Tax Exempt Fd (VWIUX) — Buy (add'l)

Fidelity Government Money Market Fd (FIGXX) — Dividend — Sold (part)

Fidelity Government Money Market Fd (FIGXX) — Sold

Baird Aggregate Bond Fd #72 (BAGIX) — Dividend — Buy (add'l)

Baird Aggregate Bond Fd #72 (BAGIX) — Buy (add'l)

Baird Aggregate Bond Fd #72 (BAGIX) — Buy (add'l)

Dodge & Cox Income Fd #147 (DODIX) — Dividend — Buy (add'l)

Dodge & Cox Income Fd #147 (DODIX) — Buy (add'l)

Vanguard Growth ETF (VUG) — Dividend — Sold (part)

Vanguard Growth ETF (VUG) — Sold (part)

Vanguard International Value Fd #46 (VTRIX) — Dividend — Buy (add'l)

Vanguard International Value Fd #46 (VTRIX) — Buy (add'l)

Vanguard International Value Fd #46 (VTRIX) — Buy (add'l)

Vanguard International Value Fd #46 (VTRIX) — Buy (add'l)

Vanguard International Value Fd #46 (VTRIX) — Buy (add'l)

Vanguard International Value Fd #46 (VTRIX) — Buy (add'l)

Vanguard International Value Fd #46 (VTRIX) — Sold (part)

Vanguard International Value Fd #46 (VTRIX) — Sold (part)

Vanguard International Value Fd #46 (VTRIX) — Sold (part)

IShares MSCI EAFE ETF (EFA) — Dividend — Buy (add'l)

IShares MSCI EAFE ETF (EFA) — Sold (part)

IShares MSCI EAFE Small Cap ETF (SCZ) — Dividend — Buy (add'l)

IShares MSCI EAFE Small Cap ETF (SCZ) — Buy (add'l)

IShares MSCI EAFE Small Cap ETF (SCZ) — Sold (part)

IShares MSCI EAFE Small Cap ETF (SCZ) — Sold (part)

IShares MSCI EAFE Small Cap ETF (SCZ) — Buy (add'l)

IShares MSCI EAFE Small Cap ETF (SCZ) — Sold (part)

IShares MSCI EAFE Small Cap ETF (SCZ) — Sold (part)

IShares MSCI EAFE Small Cap ETF (SCZ) — Sold (part)

WCM Focused Intl Growth Fd (WCMIX) — Dividend — Buy (add'l)

WCM Focused Intl Growth Fd (WCMIX) — Sold (part)

WCM Focused Intl Growth Fd (WCMIX) — Sold (part)

Edgewood Growth Fd (EGFIX) — Dividend — Sold (part)

Edgewood Growth Fd (EGFIX) — Buy (add'l)

Edgewood Growth Fd (EGFIX) — Buy (add'l)

Edgewood Growth Fd (EGFIX) — Sold (part)

Cambiar Intl Equity Fd (CAMYX) — Dividend — Buy (add'l)

Cambiar Intl Equity Fd (CAMYX) — Buy (add'l)

Cambiar Intl Equity Fd (CAMYX) — Sold (part)

Cambiar Intl Equity Fd (CAMYX) — Sold (part)

Cambiar Intl Equity Fd (CAMYX) — Sold (part)

Cambiar Intl Equity Fd (CAMYX) — Sold (part)

Cambiar Intl Equity Fd (CAMYX) — Sold

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Dividend — Buy (add'l)

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Buy (add'l)

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Buy (add'l)

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Sold (part)

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Sold (part)

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Sold (part)

Harbor Large Cap Value Fd (HAVLX) — Dividend — Buy (add'l)

Harbor Large Cap Value Fd (HAVLX) — Sold (part)

Harbor Large Cap Value Fd (HAVLX) — Sold (part)

Harbor Large Cap Value Fd (HAVLX) — Buy (add'l)

Harbor Large Cap Value Fd (HAVLX) — Buy (add'l)

Harbor Large Cap Value Fd (HAVLX) — Sold (part)

Harbor Large Cap Value Fd (HAVLX) — Sold (part)

Principal Mid Cap Fund R6 (PMAQX) — Dividend — Buy (add'l)

Principal Mid Cap Fund R6 (PMAQX) — Buy (add'l)

Principal Mid Cap Fund R6 (PMAQX) — Sold (part)

Principal Mid Cap Fund R6 (PMAQX) — Sold (part)

PNC Bank NA Deposit Sweep Money Market — Interest

Schwab US REIT ETF (SCHH) — Dividend — Buy (add'l)

Schwab US REIT ETF (SCHH) — Buy (add'l)

Schwab US REIT ETF (SCHH) — Sold (part)

Schwab US REIT ETF (SCHH) — Sold (part)

Schwab US REIT ETF (SCHH) — Sold (part)

Schwab US REIT ETF (SCHH) — Sold

Vanguard Value ETF (VTV) — Dividend — Sold (part)

Vanguard Value ETF (VTV) — Sold (part)

Vanguard Value ETF (VTV) — Sold (part)

Vanguard FTSE Emerging Markets (VWO) — Dividend — Sold (part)

Schwab US REIT (SCHH) — Sold

Vanguard FTSE Emerging Markets (VWO) — Buy (add'l)

Vanguard FTSE Emerging Markets (VWO) — Buy (add'l)

Vanguard FTSE Emerging Markets (VWO) — Sold (part)

Vanguard FTSE Emerging Markets (VWO) — Sold (part)

Vanguard FTSE Emerging Markets (VWO) — Sold (part)

Western Asset Core Plus Bond Fd (WACPX) — Dividend — Buy (add'l)

Western Asset Core Plus Bond Fd (WACPX) — Buy (add'l)

Western Asset Core Plus Bond Fd (WACPX) — Buy (add'l)

Wells Fargo Municipal Bond Fd (WMBIX) — Dividend — Sold (part)

Wells Fargo Municipal Bond Fd (WMBIX) — Buy (add'l)

Wells Fargo Municipal Bond Fd (WMBIX) — Sold (part)

AMG RR Small Cap Value Fd (ARSIX) — None — Buy

AMG RR Small Cap Value Fd (ARSIX) — Sold (part)

AMG RR Small Cap Value Fd (ARSIX) — Sold

Baron Small Cap Fd (BSFIX) — Dividend — Buy

Baron Small Cap Fd (BSFIX) — Sold (part)

Baron Small Cap Fd (BSFIX) — Sold (part)

Baron Small Cap Fd (BSFIX) — Sold (part)

Baron Small Cap Fd (BSFIX) — Sold (part)

Wisdomtree US Quality Dividend ETF (DGRW) — Dividend — Buy

Wisdomtree US Quality Dividend ETF (DGRW) — Buy (add'l)

Fidelity Spartin Tax-Free Bd Fund #090 (FTABX) — Dividend — Buy

Fidelity Spartin Tax-Free Bd Fund #090 (FTABX) — Buy (add'l)

Fidelity Spartin Tax-Free Bd Fund #090 (FTABX) — Buy (add'l)

Fidelity Spartin Tax-Free Bd Fund #090 (FTABX) — Buy (add'l)

Fidelity Spartin Tax-Free Bd Fund #090 (FTABX) — Buy (add'l)

AMG GW&K Small Cap Core Fd (GWEIX) — Dividend — Buy

AMG GW&K Small Cap Core Fd (GWEIX) — Buy (add'l)

AMG GW&K Small Cap Core Fd (GWEIX) — Buy (add'l)

AMG GW&K Small Cap Core Fd (GWEIX) — Buy (add'l)

AMG GW&K Small Cap Core Fd (GWEIX) — Sold (part)

AMG GW&K Small Cap Core Fd (GWEIX) — Sold (part)

AMG GW&K Small Cap Core Fd (GWEIX) — Sold (part)

AMG GW&K Small Cap Core Fd (GWEIX) — Sold (part)

MFS Value Fund (MEIIX) — Dividend — Buy

MFS Value Fund (MEIIX) — Buy (add'l)

Nuance Mid Cap Value Fd - Z (NMVZX) — Dividend — Buy

Nuance Mid Cap Value Fd - Z (NMVZX) — Buy (add'l)

Nuance Mid Cap Value Fd - Z (NMVZX) — Sold

Oakmark Internationsl Small Cap Fd #2888 (OANEX) — Dividend — Buy

Oakmark Internationsl Small Cap Fd #2888 (OANEX) — Sold (part)

Oakmark Internationsl Small Cap Fd #2888 (OANEX) — Sold (part)

Polen International Growth Fd. (POIIX) — None — Buy

Polen International Growth Fd. (POIIX) — Sold (part)

Invesco QQQ Trust ETF (QQQ) — Dividend — Buy

Invesco QQQ Trust ETF (QQQ) — Buy (add'l)

Touchstone Mid Cap Growth Fd (TEGIX) — Dividend — Buy

Touchstone Mid Cap Growth Fd (TEGIX) — Buy (add'l)

Touchstone Mid Cap Growth Fd (TEGIX) — Sold (part)

Touchstone Mid Cap Growth Fd (TEGIX) — Sold (part)

Touchstone Sands Emerging Growth Fd #565 (TSEGX) — None — Buy

Vanguard Real Estate ETF (VNQ) — Dividend — Buy

Vanguard Real Estate ETF (VNQ) — Buy (add'l)

Vanguard Real Estate ETF (VNQ) — Buy (add'l)

Vanguard Real Estate ETF (VNQ) — Buy (add'l)

Vanguard Real Estate ETF (VNQ) — Buy (add'l)

Vanguard Real Estate ETF (VNQ) — Sold (part)

Vanguard Real Estate ETF (VNQ) — Sold (part)

Wasatch International Opportunities Fd (WIIOX) — Dividend — Buy

Wasatch International Opportunities Fd (WIIOX) — Buy (add'l)

Wasatch International Opportunities Fd (WIIOX) — Sold (part)

Wasatch International Opportunities Fd (WIIOX) — Buy (add'l)

Wasatch International Opportunities Fd (WIIOX) — Sold (part)

Wells Fargo Core Bond Fd (WTRIX) — Dividend — Buy

PNC RETIREMENT ACCOUNT (H)

Baird Aggregate Bond Fd (BAGIX) — Dividend — Buy (add'l)

Baird Aggregate Bond Fd (BAGIX) — Sold (part)

Baird Aggregate Bond Fd (BAGIX) — Buy (add'l)

Baird Aggregate Bond Fd (BAGIX) — Buy (add'l)

Dodge & Cox International Fd (DODFX) — None — Sold (part)

Dodge & Cox International Fd (DODFX) — Sold

Fidelity Money Market Fund (FIGXX) — Dividend

Harding Loevner International Fd (HLMIX) — None — Sold (part)

Harding Loevner International Fd (HLMIX) — Sold

IShares MSCI EAFE Small Cap (SCZ) — Dividend — Sold (part)

IShares MSCI EAFE Small Cap (SCZ) — Sold (part)

IShares S&P Small Cap (IJS) — Dividend — Sold (part)

IShares S&P Small Cap (IJS) — Sold

Metropolitan West Unconstrained Bond (WMCIX) — Dividend — Buy (add'l)

Metropolitan West Unconstrained Bond (WMCIX) — Sold (part)

T Rowe Price Growth Stock (PRGFX) — Dividend — Sold (part)

T Rowe Price Growth Stock (PRGFX) — Sold (part)

T Rowe Price New Horizons (PRNHX) — Dividend — Sold (part)

T Rowe Price New Horizons (PRNHX) — Sold (part)

Vanguard FTSE Emerging (VWO) — Dividend — Sold (part)

Vanguard FTSE Emerging (VWO) — Sold (part)

Vanguard Intermediate Term Bond (VFIDX) — Dividend — Sold (part)

Vanguard Intermediate Term Bond (VFIDX) — Buy (add'l)

Virtus SEIX Floating Rate Income Fd (SAMBX) — Dividend — Sold

SPDR S&P 500 ETF (SPY) — Dividend — Sold (part)

SPDR S&P 500 ETF (SPY) — Sold (part)

SPDR S&P 500 ETF (SPY) — Sold (part)

Vanguard International Value Fd (VTRIX) — Dividend — Buy (add'l)

Vanguard International Value Fd (VTRIX) — Buy (add'l)

Vanguard International Value Fd (VTRIX) — Sold (part)

Vanguard International Value Fd (VTRIX) — Sold (part)

Vanguard Growth ETF (VUG) — Dividend — Sold (part)

Vanguard Growth ETF (VUG) — Sold

IShares MSCI EAFE ETF (EFA) — None — Sold

Dodge & Cox Income Fd #147 (DODIX) — Dividend — Sold (part)

Dodge & Cox Income Fd #147 (DODIX) — Buy (add'l)

Dodge & Cox Income Fd #147 (DODIX) — Buy (add'l)

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Dividend — Sold (part)

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Sold (part)

Lazard Global Listed Infrastructure Fd #1243 (GLIFX) — Sold (part)

Harbor Large Cap Value Fd (HAVLX) — Dividend — Buy (add'l)

Harbor Large Cap Value Fd (HAVLX) — Sold (part)

Harbor Large Cap Value Fd (HAVLX) — Sold (part)

Principal Mid Cap Value Fd - R6 (PMAQX) — Dividend — Sold (part)

Principal Mid Cap Value Fd - R6 (PMAQX) — Sold (part)

Principal Mid Cap Value Fd - R6 (PMAQX) — Buy (add'l)

Principal Mid Cap Value Fd - R6 (PMAQX) — Sold (part)

Principal Mid Cap Value Fd - R6 (PMAQX) — Sold (part)

Nuance Mid Cap Value - Z (NMVZX) — Dividend — Sold (part)

Nuance Mid Cap Value - Z (NMVZX) — Sold

Schwab US REIT (SCHH) — Dividend — Buy (add'l)

Touchstone Mid Cap Growth - Inst (TEGIX) — Dividend — Sold (part)

Touchstone Mid Cap Growth - Inst (TEGIX) — Sold (part)

Touchstone Mid Cap Growth - Inst (TEGIX) — Sold (part)

Touchstone Mid Cap Growth - Inst (TEGIX) — Sold (part)

Vanguard Value ETF (VTV — Dividend — Sold (part)

Vanguard Value ETF (VTV — Sold

Western Asset Core Plus Bond Fd (WACPX) — Dividend — Buy (add'l)

Western Asset Core Plus Bond Fd (WACPX) — Buy (add'l)

Western Asset Core Plus Bond Fd (WACPX) — Buy (add'l)

Western Asset Core Plus Bond Fd (WACPX) — Buy (add'l)

Wisdomtree US Quality Dividend ETF (DGRW) — Dividend — Buy

MFS Emerging Markets Debt Fd - R6 (MEDHX) — Dividend — Buy

MFS Emerging Markets Debt Fd - R6 (MEDHX) — Sold (part)

MFS Emerging Markets Debt Fd - R6 (MEDHX) — Sold (part)

MFS Emerging Markets Debt Fd - R6 (MEDHX) — Sold

Oakmark International Small Cap - Inst #2888 (OANEX) — Dividend — Buy

PGIM High Yield Fund Class R6 (PHYQX) — Dividend — Buy

PGIM High Yield Fund Class R6 (PHYQX) — Sold (part)

PGIM High Yield Fund Class R6 (PHYQX) — Sold

PGIM High Yield Fund Class R6 (PHYQX) — Buy

PGIM High Yield Fund Class R6 (PHYQX) — Buy (add'l)

PGIM High Yield Fund Class R6 (PHYQX) — Buy (add'l)

Pacific Floating Rate Income Fund (PLFRX) — Dividend — Buy

Pacific Floating Rate Income Fund (PLFRX) — Sold

Pacific Floating Rate Income Fund (PLFRX) — Buy

Pacific Floating Rate Income Fund (PLFRX) — Buy (add'l)

Pacific Floating Rate Income Fund (PLFRX) — Buy (add'l)

Polen International Growth Fund - Inst (POIIX) — None — Buy

Polen Growth Fund - Inst (POLIX) — Dividend — Buy

Invesco QQQ Trust ETF (QQQ) — Dividend — Buy

Touchstone Sands Emerging Growth Fund #565 (TSEGX) — None — Buy

Vanguard Real Estate ETF (VNQ) — Dividend — Buy

Vanguard Real Estate ETF (VNQ) — Sold (part)

Vanguard Real Estate ETF (VNQ) — Sold (part)

Vanguard Real Estate ETF (VNQ) — Sold (part)

Wasatch International Opportunities Fd (WIIOX) — Dividend — Buy

Wasatch International Opportunities Fd (WIIOX) — Buy (add'l)

Wasatch International Opportunities Fd (WIIOX) — Sold (part)

Wells Fargo Core Bond Fd (WTRIX) — Dividend — Buy

Wells Fargo Core Bond Fd (WTRIX) — Buy (add'l)

Croation Fraternal Union Whole Life Insurance Policy — Dividend

Crown Life Insurance Guaranteed Universal "W" — Interest

Crown Life Insurance Guaranteed Universal "H" — Interest

First Commonwealth Financial Corporation (FCF) "X" — Dividend

Liability — PNC Bank, N.A. — Portfolio Line of Credit

Liability — Chase Bank — Credit Card

Part III. B. I failed to list my husband’s Salary and Bonus in my Year 2019 report and that report should be amended to include -

Salary and Bonus.

Line 272 - I inherited shares of First Commonwealth Financial Corp. stock from upon the death of in 2010. I have failed to report this in all

annual forms by inadvertence. It is now listed in Part VII. Line 272, and should have been so listed since the FY 2010 report.

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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Susan Paradise Baxter | Frix