Joel McElroy Carson 3

2020

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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.

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