Joel McElroy Carson 3
2020
Ask Donna
Pull out the substance of this filing.
What was filed
78
investments
6
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- E & G Cohen
- Sierra Blanca Livestock Company
- Sierra Blanca Mercantile
- Sierra Blanca Farms LLC
- Sierra Blanca Trading LLC
- East Mescalero Properties LLC
- Farm Credit Services
- BCA Medical Associates
As filed
AMZN — None
TMO — None
TGT — Dividend
MCD — Dividend
AMGN — Dividend
WBA — Dividend
AAL — Dividend
AAPL — Dividend
COKE — Dividend
JNJ — Dividend
DIS — Dividend
LUV — Dividend
NTDOY — Dividend
COP — Dividend
PSX — Dividend
BABA — None
ILMN — None
Wells Fargo Savings — Interest
Wells Fargo Savings — Interest
Wells Fargo Checking — None
Optum Bank HSA Savings — Interest
Pioneer Bank Checking — None
Artesia Credit Union Savings — Interest
Eagle Federal CU Savings — Int./Div.
Sierra Blanca Investments LP ( company) — Royalty
Carson Agriculture LLC ( company) — None
Sierra Blanca Farms LLC ( company) — None
Ameritrade Money Market Account — Interest
Ameritrade Money Market Account (2) — Interest — Distributed (part)
East Mescalero Properties LLC ( company) — None — Open
XOM — Dividend — Buy
HEP — Dividend — Buy
HEP — Buy (add'l)
NLY — Dividend — Buy
NLY — Buy (add'l)
CXO — Dividend — Buy
CXO — Buy (add'l)
DFA Emerging Markets Portfolio Retirement Acount Fund — Dividend — Sold
DFA Global Equity Portfolio Retirement Account Fund — Dividend — Sold
Janus Triton Retirement Account Fund — Dividend — Sold
Pioneer Select Mid Cap Growth Retirement Account Fund — Dividend — Sold
SSgA S&P Mid Cap Index Retirement Account Fund — Dividend — Sold
SSgA Russell Large Cap Growth Index Retirement Account Fund — Dividend — Sold
American Century Government Bond Ret Acct Fund — Dividend — Sold
Loomis Sayles Investment Grade Bond Ret Acct Fund — Dividend — Sold
Transamerica Stable Value Core Acct Fund — Dividend — Sold
Vanguard Small Cap Value Index Ret Acct Fund — Dividend — Sold
SWMXX — Dividend — Sold
JP Morgan US Govt Money Market Fund — Int./Div. — Buy
JP Morgan US Govt Money Market Fund — Sold
Ameritrade Money Market Account (3) — Int./Div. — Buy
Vanguard 2035 Retirement Fund — Int./Div. — Buy
Vanguard 2035 Retirement Fund — Sold
Fidelity Freedom Index 2035 - Premier Fund — Int./Div. — Buy
TDOC — None — Buy
GOOGL — None — Buy
GILD — Dividend — Buy
PTON — None — Buy
RCL — None — Buy
NextGen 529 Blackrock Age 8-10 Yrs A — None
NextGen 529 Blackrock Age 11-13 Yrs A — None
Rental Property #1, Roswell, NM — Rent — Sold — E & G Cohen
Trust No. 1
ITW — Dividend
ESV — Dividend
JNJ — Dividend
BP — Dividend
JPM — Dividend
TUP
XEL — Dividend
CHKP
FDS — Dividend
LOW — Dividend
MCHP — Dividend
PFE — Dividend
SLB — Dividend
SHO — Dividend
RIG
Trustee
Vice-President & Secretary, Sierra Blanca Livestock Company
Manager, Sierra Blanca Mercantile
Manager, Sierra Blanca Farms LLC
Manager, Sierra Blanca Trading LLC
Manager, East Mescalero Properties LLC
Liability — Farm Credit Services — Real Property Loan
Spouse's income — 2020 — BCA Medical Associates
With respect to entry nos. 60 & 61, Merrill Lynch states that income and yields are not reported on customer statement and are not otherwise available.
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.