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What was filed

  • 226

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • State of New Jersey

As filed

Alphabet Inc. — Dividend

Accenture PLC — Dividend

Beckton Dickinson — Dividend

Chevron Corp. (Common Stock) — Dividend

Black Rock Inc. — Dividend

Chubb Corp. (Common Stock) A Dividend K T — Dividend

Cisco Systems (Common Stock) — Dividend

Calvert Equity Fund — Dividend — Buy

Colgate Palmolive (Common Stock) — Dividend

Calvert Impact Fund — Dividend — Buy

Conoco Phillips (Common Stock) — Dividend

Emerson Electric (Common Stock) — Dividend

ExxonMobil (Common Stock) — Dividend

FedEx Corp. (Common Stock) — Dividend

Goldman Sachs Gr. Op. Fd. (Mutual Fund) — None

First Trust ETF — Dividend

Home Depot (Common Stock) — Dividend

Intel Corp. (Common Stock) — Dividend

Johnson & Johnson (Common Stock) — Dividend

JP Morgan Chase (Common Stock) — Dividend

McDonalds Corp. (Common Stock) — Dividend

N.J. Res Corp. (Common Stock) — Dividend

Nextera Energy (Common Stock) — Dividend

Microsoft Corp. (Common Stock) — Dividend

Phillips 66 PSX (Common Stock) — Dividend

PNC Financial Serv. Group — Dividend

Public Service Enterprise Group Inc. (Common Stock) — Dividend

VIRTUS FD-Midcap — Dividend

Sysco Corp. (Common Stock) — Dividend

WalMart Inc. — Dividend

Target Corp. (Common Stock) — Dividend

3M Co. (Common Stock) — Dividend

Apple (Common Stock) — Dividend

Abbvie Inc. (Common Stock) — Dividend

United TechnologiesNow Raytheon Technologies — Dividend

United Health Grp. Inc. — Dividend

Abbot Labs (Common Stock) — Dividend

AT & T (Common Stock) — Dividend

Wells Fargo Adv. Asset All. FD — Dividend

Eaton-Vance Tax Free (Municipal Fund) — Dividend

Eaton-Vance Tax Free (Municipal Fund) — Interest

IShares Russell 2000 ETF — Dividend

IShares Core S&P Mid Cap — Dividend

IShares Corp. U.S. Bond ETF — Dividend

IShares 1 Boxx ETF — Dividend

IShares ETF S & P Mid-Cap 400 Value — Dividend — Sold

IShares ETF S & P Mid-Cap 400 Growth — Dividend — Sold

IShares ETF S & P Index 500 — Dividend — Buy

IShares ETF S & P 500 Value — Dividend

IShares ETF S & P Index 500 — Dividend — Buy

IShares ETF S & P 500 Growth — Dividend

IShares ETF Int'l Select — Dividend

Vanguard Midcap ETF — Dividend

Invesco EM MAR ETF — Dividend

Vanguard Intl. Equity ETF — Dividend

Vanguard FTSE Developed Mkts ETF — Dividend

Mainstay Real Estate Fund (new name) — Dividend

Lord Abbett Trst Growth — Dividend

Alhambra, Ct. — Interest

Lancaster, CA School District — Interest — Redeemed

Lancaster, CA Redev. — Interest

Albany CA G/O — Interest — Buy

Riverside Cty, CA 10-01-23 — Interest

Riverside Cty. CA 10-01-32 — Interest

San Francisco Comm.College — Interest — Redeemed

Los Angeles Comm. College — Interest

Essex Cty Impt Auth — Interest — Redeemed

Goldman Sachs Grp. Inc. — Interest

Goldman Sachs Note — Interest — Buy

Turlock, CA Uni Sch. Dist. — Interest

Tahoe Truckee, CA — Interest

San Francisco City & Cnty — Interest

San Lorenzo, CA — Interest

Kings Canyon, CA — Interest

Hayward, CA Uni School Dist. — Interest

Rowland CA Un. School Dist. — Interest

Livermore Valley School Dist. — Interest

Greenfield, CA Redev. — Interest

Invesco/Oppenheimer Equity Income FD — Dividend

Verizon Global Notes — Interest — Buy

Wells Fargo Municipal Bond Fund CL B — Interest

Wells Fargo Municipal Bond CL A — Interest

Wells Fargo Muni Bond CL C — Interest

America Funds Tax Exempt Bond Fd. CL C — Interest

Delaware Small Cap Core FD — Dividend

New World Fund CLC — Dividend

Columbia Emerging Market Bond FD CLC — Dividend

Monroe Twp., NJ RFDG GO — Interest

Tennessee Valley Auth. — Interest

Treasury Notes - Various Maturities — Interest — Redeemed

Franklin Income Fund — Dividend — Buy

Fidelity Inc. Money Market — Interest — Sold

FNMA — Interest

First Trust Portfolio — Int./Div.

Baron Select Funds — Dividend — Buy

Blair Williams FDs International Growth — Dividend — Sold

Dodge & Cox FDS — Dividend — Sold

America FDS WMFFX — Dividend

Eaton Vance Income FD — Dividend

Lazard FDs Emerging Mkts — Dividend — Sold

Mainstay Large Cap Growth — Dividend

MFS Ser Tr. X — Dividend

MFS Value FD — Dividend

Eagle Small Gap Growth FD — Dividend

John Hancock Classic Value FD — Dividend — Sold

Invesco/Oppenheimer Dev. Mkts — Dividend

Victory Portfolios — Dividend

Wells Fargo FDS TR Mutual Fund — Dividend

Wells Fargo Core Bond Fund — Dividend

Goldman Sacks Treas. Instr. — Dividend — Sold

T. Rowe Price Intl. FD — Dividend

AMG FD Times Square Mid Cap — Dividend

Voya Large Cap Growth FD — Dividend

Alphabet Inc. — Dividend

Accenture PLC — Dividend

Beckton Dickinson — Dividend

Chevron Corp. (Common Stock) — Dividend

Black Rock Inc. — Dividend

Chubb Corp. (Common Stock) A Dividend K T — Dividend

Cisco Systems (Common Stock) — Dividend

Calvert Equity Fund — Dividend — Buy

Colgate Palmolive (Common Stock) — Dividend

Calvert Impact Fund — Dividend — Buy

Conoco Phillips (Common Stock) — Dividend

Emerson Electric (Common Stock) — Dividend

ExxonMobil (Common Stock) — Dividend

FedEx Corp. (Common Stock) — Dividend

Goldman Sachs Gr. Op. Fd. (Mutual Fund) — None

First Trust ETF — Dividend

Home Depot (Common Stock) — Dividend

Intel Corp. (Common Stock) — Dividend

Johnson & Johnson (Common Stock) — Dividend

JP Morgan Chase (Common Stock) — Dividend

McDonalds Corp. (Common Stock) — Dividend

N.J. Res Corp. (Common Stock) — Dividend

Nextera Energy (Common Stock) — Dividend

Microsoft Corp. (Common Stock) — Dividend

Phillips 66 PSX (Common Stock) — Dividend

PNC Financial Serv. Group — Dividend

Public Service Enterprise Group Inc. (Common Stock) — Dividend

VIRTUS FD-Midcap — Dividend

Sysco Corp. (Common Stock) — Dividend

WalMart Inc. — Dividend

Target Corp. (Common Stock) — Dividend

3M Co. (Common Stock) — Dividend

Apple (Common Stock) — Dividend

Abbvie Inc. (Common Stock) — Dividend

United TechnologiesNow Raytheon Technologies — Dividend

United Health Grp. Inc. — Dividend

Abbot Labs (Common Stock) — Dividend

AT & T (Common Stock) — Dividend

Wells Fargo Adv. Asset All. FD — Dividend

Eaton-Vance Tax Free (Municipal Fund) — Dividend

Eaton-Vance Tax Free (Municipal Fund) — Interest

IShares Russell 2000 ETF — Dividend

IShares Core S&P Mid Cap — Dividend

IShares Corp. U.S. Bond ETF — Dividend

IShares 1 Boxx ETF — Dividend

IShares ETF S & P Mid-Cap 400 Value — Dividend — Sold

IShares ETF S & P Mid-Cap 400 Growth — Dividend — Sold

IShares ETF S & P Index 500 — Dividend — Buy

IShares ETF S & P 500 Value — Dividend

IShares ETF S & P Index 500 — Dividend — Buy

IShares ETF S & P 500 Growth — Dividend

IShares ETF Int'l Select — Dividend

Vanguard Midcap ETF — Dividend

Invesco EM MAR ETF — Dividend

Vanguard Intl. Equity ETF — Dividend

Vanguard FTSE Developed Mkts ETF — Dividend

Mainstay Real Estate Fund (new name) — Dividend

Lord Abbett Trst Growth — Dividend

Alhambra, Ct. — Interest

Lancaster, CA School District — Interest — Redeemed

Lancaster, CA Redev. — Interest

Albany CA G/O — Interest — Buy

Riverside Cty, CA 10-01-23 — Interest

Riverside Cty. CA 10-01-32 — Interest

San Francisco Comm.College — Interest — Redeemed

Los Angeles Comm. College — Interest

Essex Cty Impt Auth — Interest — Redeemed

Goldman Sachs Grp. Inc. — Interest

Goldman Sachs Note — Interest — Buy

Turlock, CA Uni Sch. Dist. — Interest

Tahoe Truckee, CA — Interest

San Francisco City & Cnty — Interest

San Lorenzo, CA — Interest

Kings Canyon, CA — Interest

Hayward, CA Uni School Dist. — Interest

Rowland CA Un. School Dist. — Interest

Livermore Valley School Dist. — Interest

Greenfield, CA Redev. — Interest

Invesco/Oppenheimer Equity Income FD — Dividend

Verizon Global Notes — Interest — Buy

Wells Fargo Municipal Bond Fund CL B — Interest

Wells Fargo Municipal Bond CL A — Interest

Wells Fargo Muni Bond CL C — Interest

America Funds Tax Exempt Bond Fd. CL C — Interest

Delaware Small Cap Core FD — Dividend

New World Fund CLC — Dividend

Columbia Emerging Market Bond FD CLC — Dividend

Monroe Twp., NJ RFDG GO — Interest

Tennessee Valley Auth. — Interest

Treasury Notes - Various Maturities — Interest — Redeemed

Franklin Income Fund — Dividend — Buy

Fidelity Inc. Money Market — Interest — Sold

FNMA — Interest

First Trust Portfolio — Int./Div.

Baron Select Funds — Dividend — Buy

Blair Williams FDs International Growth — Dividend — Sold

Dodge & Cox FDS — Dividend — Sold

America FDS WMFFX — Dividend

Eaton Vance Income FD — Dividend

Lazard FDs Emerging Mkts — Dividend — Sold

Mainstay Large Cap Growth — Dividend

MFS Ser Tr. X — Dividend

MFS Value FD — Dividend

Eagle Small Gap Growth FD — Dividend

John Hancock Classic Value FD — Dividend — Sold

Invesco/Oppenheimer Dev. Mkts — Dividend

Victory Portfolios — Dividend

Wells Fargo FDS TR Mutual Fund — Dividend

Wells Fargo Core Bond Fund — Dividend

Goldman Sacks Treas. Instr. — Dividend — Sold

T. Rowe Price Intl. FD — Dividend

AMG FD Times Square Mid Cap — Dividend

Voya Large Cap Growth FD — Dividend

Spouse's income — 2020 — State of New Jersey

Spouse's income — 2020 — State of New Jersey

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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