Frank M. Hull
2020
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What was filed
555
investments
0
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Bank of America, NA
As filed
Undev. Real Estate: Henry Cty, GA — None
Real Estate: Atlanta, GA (Parcel 3: WW) — None
Real Estate: Atlanta, GA (Parcel 2: WW) — None
Real Estate: Atlanta, GA (Parcel 1: WW) — None
MERRILL LYNCH ACCT (with following) (H):
CASH EQUIVALENT ACCOUNTS (H):
ML Bank Deposit Program (Cash Acct) — Interest
Preferred Deposit (Cash Acct) — Interest
MERRILL LYNCH-IRA ACCT (with following) (H):
Bank of America (Cash Acct) — Interest
Berkshire Bk (CD) — Interest — Redeemed
Morgan Stanley Private (CD) — Interest — Buy
MUTUAL FUNDS (H):
Altegris Managed Futures (MFTIX) — None — Sold
AQR Diversified (ADAIX) — Dividend
Arbitrage Funds (ARBNX) — Dividend
Blackrock Global (BGCIX) — Dividend
Blackrock Strategic — Dividend — Buy
Driehaus Emerging Mkts (DRESX) — Dividend
Driehaus Active Income Fund (LCMAX) — Dividend — Sold
First Eagle Gold Mutual Fund — Dividend
Gotham Absolute Return (GARIX) — None
JP Morgan Strategic (JSOSX) — Dividend
Neuberger Berman Long (NLSIX) — Dividend
Pimco All Asset (PAUPX) — Dividend
VanGuard Intermediate Term Bond — Dividend
VanGuard Short Term Bond — Dividend
Wells Fargo Adv Absolute (WABIX) — Dividend
STOCKS (H):
Genl Dynamics Corp (GD) — Dividend
Occidental Pete Corp (OXY) — Dividend
MERRILL LYNCH-ACCT #2 (with following) (H):
CDs/CASH EQUIVALENT ACCOUNTS (H):
ML Bank Deposit Program (Cash Account) — Interest
Preferred Deposit (Cash Account) — Interest
Bank Of India (CD) — None — Buy
Bank of China (CD) — None — Buy
Morgan Stanley Pvt Bk (CD) — Interest
Morgan Stanley Bk NA (CD) — Interest — Redeemed
Farmers & Merchants Bank (CD) — Interest — Redeemed
First General Bank (CD) — Interest — Redeemed
Goldman Sachs (CD) — Interest — Redeemed
MUFG Union Bank (CD) — Interest — Redeemed
STOCKS (H):
Air Products & Chem (APD) — Dividend — Buy
AMN Elec Power Co (AEP) — Dividend
Astrazeneca Plc (AZN) — Dividend
AT&T Inc (T) — Dividend — Buy (add'l)
Automatic Data Proc (ADP) — Dividend
Biogen (BIIB) — None — Sold
Bristol-Myers Squibb (BMY) — Dividend — Buy
Chubb (CB) — Dividend
Citigroup (C) — Dividend — Buy
Coca-Cola Co (KO) — Dividend
Corteva Inc. (CTVA) — None — Sold
Crown Castle Reit Inc (CCI) — Dividend
Digital Realty (DLR) — Dividend
Dow Inc (DOW) — None — Sold
DuPont de Nemours (DD) — None — Sold
Enbridge Inc (ENB) — Dividend
General Motors (GM) — Dividend
Hess Corp (HES) — None — Sold
Intel Corp (INTC) — Dividend
JP Morgan Chase (JPM) — Dividend
Lockheed Martin Corp (LMT) — Dividend
McDonalds Corp (MCD) — Dividend
Merck and Co (MRK) — Dividend
Microsoft (MSFT) — Dividend
Nextera Energy (NEE) — Dividend
Paccar Inc (PCAR) — Dividend
PPL Corp (PPL) — Dividend
Royal Bank of Canada (RY) — Dividend
Schlumberger Ltd (SLB) — Dividend — Sold
Sysco Corp (SYY) — Dividend
Target Corp (TGT) — Dividend — Buy
Toronto Dominion Bank (TD) — Dividend
Total SA (TOT) — Dividend
Verizon Communications (VZ) — Dividend
MERRILL LYNCH-IRA ACCT (with following) holdings) (H):
CDs/CASH EQUIVALENT ACCTS (H):
Bank of America (Cash Acct) — Interest
CD Farmers & Merchs Bk W — Interest — Redeemed
Morgan Stanley Pvt Bk (CD) — Interest
Goldman Sachs Bk USA (CD) — Interest
Seacoast Natl Bk (CD) — None — Buy
Wells Fargo Bk W (CD) — Interest
GNM P708950X — Interest
MUTUAL/INDEX FUNDS (H):
Calamos Market Neutral Fund (CMNIX) — Dividend
iShares MSCI CDA Index Fund (EWC) — Dividend
iShares MSCI Germany Index Fund (EWG) — Dividend
iShares Trust S&P Midcap 400 Index Fund (IJH) — Dividend
iShares S&P SmallCap 600 Index Fund (IJR) — Dividend
iShares NASDAQ BioTech Index Fund (IBB) — Dividend
iShares MSCI EAFE Index Fund (EFA) — Dividend
iShares S&P Global Infrastr (IGF) — Dividend
SPDR DJ Global Titans (DGT) — Dividend
VanGuard Information Tech ETF (VGT) — Dividend
VanGuard MSCI Emerging Mrkts ETF (VWO) — Dividend
STOCKS (H):
Abbott Labs (ABT) — Dividend
Alphabet (GOOGL) — None — Buy
Advansix Inc (ASIX) — None — Sold
Amazon (AMZN) — None — Buy (add'l)
Apple (APPL) — Dividend
Automatic Data Proc (ADP) — Dividend — Sold (part)
Automatic Data Proc (ADP) — Sold
Blackrock (BLK) — Dividend
Capital One (COF) — Dividend
Chevron Corp (CVX) — Dividend — Buy
Chubb Ltd (CB) — Dividend — Sold
CitiGroup Inc (C) — Dividend
Constellation Brands (STZ) — Dividend — Buy
Costco Wholesale (COST) — Dividend
CVS Health Corp (CVS) — Dividend
Danaher Corp (DHR) — Dividend
Diageo Plc Spsd (DEO) — Dividend
Ecolab Inc (ECL) — Dividend
Emerson Elec (EMR) — Dividend
Enbridge Inc (ENB) — Dividend
FedEx Corp Delaware (FDX) — Dividend — Sold
Fiserv Inc Wisc — None — Buy
Hess Corp (HES) — Dividend
Honeywell Intl (HON) — Dividend — Sold (part)
Johnson and Johnson (JNJ) — Dividend
Keurig/Dr. Pepper (KDP) — Dividend — Buy
Keurig/Dr. Pepper (KDP) — Sold
Lockheed Martin Corp (LMT) — Dividend
McDonalds Corp (MCD) — Dividend
Microchip Tech Inc (MCHP) — Dividend
Microsoft Corp (MSFT) — Dividend
NextEra Energy (NEE) — Dividend
Oracle Corp (ORCL) — Dividend
Prologis Inc. (PLD) — Dividend — Buy
Ross Stores Inc. (ROST) — None — Buy
Schlumberger Ltd (SLB) — Dividend
Texas Inst (TXN) — Dividend
Thermo Fisher Scientific (TMO) — Dividend
Total S.A. (TOT) — Dividend — Sold
Union Pacific Corp (UNP) — Dividend
Verizon (VZ) — Dividend
VISA (V) — Dividend — Sold (part)
MERRILL LYNCH CMA Account
Bank of America N.A. (Cash account) — Interest
Abbott Labs (ABT) — Dividend — Buy
Alphabet Inc. (GOOGL) — None — Buy
Amazon.com Inc. (AMZN) — None — Buy
American Tower REIT Inc. (AMT) — Dividend — Buy
Apple Inc. (AAPL) — Dividend — Buy
Blackrock Inc. (BLK) — Dividend — Buy
Capital One Financial (COF) — Dividend — Buy
Chevron Corp (CVX) — Dividend — Buy
Chubb Ltd (CB) — Dividend — Buy
Chubb Ltd (CB) — Sold
Cisco Systems Inc (CSCO) — Dividend — Buy
Citigroup Inc. (C) — Dividend — Buy
Constellation Brands (STZ) — Dividend — Buy
Costco Wholesale Corp (COST) — Dividend — Buy
Danaher Corp (DHR) — Dividend — Buy
Fiserv Inc. (FISV) — None — Buy
Honeywell Intl Inc. (HON) — Dividend — Buy
JP Morgan Chase (JPM) — Dividend — Buy
Keurig Dr Pepper Inc (KDP) — Dividend — Buy
Keurig Dr Pepper Inc (KDP) — Sold
Lockheed Martin Corp (LMT) — Dividend — Buy
Microchip Technology Inc (MCHP) — Dividend — Buy
Microsoft Corp (MSFT) — Dividend — Buy
NextEra Energy Inc. (NEE) — Dividend — Buy
Pepsico Inc. — Dividend — Buy
Prologis Inc. (PLD) — Dividend — Buy
Ross Stores Inc (ROST) — Dividend — Buy
Sherwin Williams (SHW) — Dividend — Buy
Sherwin Williams (SHW) — Sold
Sysco Corp (SYY) — Dividend — Buy
Thermo Fisher Scientific (TMO) — Dividend — Buy
Total S. A. SP ADR (TOT) — Dividend — Buy
Union Pacific Corp (UNP) — Dividend — Buy
Visa Inc (V) — Dividend — Buy
Zoetis Inc (ZTS) — Dividend — Buy
(D-2 Preferred stock) — None
Real Estate: Ltd Partner, Peachtree So Ltd, Atlanta, GA — Int./Div.
Real Estate: Ltd Partner, 179 Whitehall, Atlanta, GA — Int./Div.
Real Estate: Atlanta, GA (KP) — Rent
Real Estate: Atlanta, GA (50% GP) — None
Real Estate: Highlands, NC — None
Undev. Real Estate: Henry Cty, GA — None
Real Estate: Atlanta, GA (Parcel 3: WW) — None
Real Estate: Atlanta, GA (Parcel 2: WW) — None
Real Estate: Atlanta, GA (Parcel 1: WW) — None
MERRILL LYNCH ACCT (with following) (H):
CASH EQUIVALENT ACCOUNTS (H):
ML Bank Deposit Program (Cash Acct) — Interest
Preferred Deposit (Cash Acct) — Interest
MERRILL LYNCH-IRA ACCT (with following) (H):
Bank of America (Cash Acct) — Interest
Berkshire Bk (CD) — Interest — Redeemed
Morgan Stanley Private (CD) — Interest — Buy
MUTUAL FUNDS (H):
Altegris Managed Futures (MFTIX) — None — Sold
AQR Diversified (ADAIX) — Dividend
Arbitrage Funds (ARBNX) — Dividend
Blackrock Global (BGCIX) — Dividend
Blackrock Strategic — Dividend — Buy
Driehaus Emerging Mkts (DRESX) — Dividend
Driehaus Active Income Fund (LCMAX) — Dividend — Sold
First Eagle Gold Mutual Fund — Dividend
Gotham Absolute Return (GARIX) — None
JP Morgan Strategic (JSOSX) — Dividend
Neuberger Berman Long (NLSIX) — Dividend
Pimco All Asset (PAUPX) — Dividend
VanGuard Intermediate Term Bond — Dividend
VanGuard Short Term Bond — Dividend
Wells Fargo Adv Absolute (WABIX) — Dividend
STOCKS (H):
Genl Dynamics Corp (GD) — Dividend
Occidental Pete Corp (OXY) — Dividend
MERRILL LYNCH-ACCT #2 (with following) (H):
CDs/CASH EQUIVALENT ACCOUNTS (H):
ML Bank Deposit Program (Cash Account) — Interest
Preferred Deposit (Cash Account) — Interest
Bank Of India (CD) — None — Buy
Bank of China (CD) — None — Buy
Morgan Stanley Pvt Bk (CD) — Interest
Morgan Stanley Bk NA (CD) — Interest — Redeemed
Farmers & Merchants Bank (CD) — Interest — Redeemed
First General Bank (CD) — Interest — Redeemed
Goldman Sachs (CD) — Interest — Redeemed
MUFG Union Bank (CD) — Interest — Redeemed
STOCKS (H):
Air Products & Chem (APD) — Dividend — Buy
AMN Elec Power Co (AEP) — Dividend
Astrazeneca Plc (AZN) — Dividend
AT&T Inc (T) — Dividend — Buy (add'l)
Automatic Data Proc (ADP) — Dividend
Biogen (BIIB) — None — Sold
Bristol-Myers Squibb (BMY) — Dividend — Buy
Chubb (CB) — Dividend
Citigroup (C) — Dividend — Buy
Coca-Cola Co (KO) — Dividend
Corteva Inc. (CTVA) — None — Sold
Crown Castle Reit Inc (CCI) — Dividend
Digital Realty (DLR) — Dividend
Dow Inc (DOW) — None — Sold
DuPont de Nemours (DD) — None — Sold
Enbridge Inc (ENB) — Dividend
General Motors (GM) — Dividend
Hess Corp (HES) — None — Sold
Intel Corp (INTC) — Dividend
JP Morgan Chase (JPM) — Dividend
Lockheed Martin Corp (LMT) — Dividend
McDonalds Corp (MCD) — Dividend
Merck and Co (MRK) — Dividend
Microsoft (MSFT) — Dividend
Nextera Energy (NEE) — Dividend
Paccar Inc (PCAR) — Dividend
PPL Corp (PPL) — Dividend
Royal Bank of Canada (RY) — Dividend
Schlumberger Ltd (SLB) — Dividend — Sold
Sysco Corp (SYY) — Dividend
Target Corp (TGT) — Dividend — Buy
Toronto Dominion Bank (TD) — Dividend
Total SA (TOT) — Dividend
Verizon Communications (VZ) — Dividend
MERRILL LYNCH-IRA ACCT (with following) holdings) (H):
CDs/CASH EQUIVALENT ACCTS (H):
Bank of America (Cash Acct) — Interest
CD Farmers & Merchs Bk W — Interest — Redeemed
Morgan Stanley Pvt Bk (CD) — Interest
Goldman Sachs Bk USA (CD) — Interest
Seacoast Natl Bk (CD) — None — Buy
Wells Fargo Bk W (CD) — Interest
GNM P708950X — Interest
MUTUAL/INDEX FUNDS (H):
Calamos Market Neutral Fund (CMNIX) — Dividend
iShares MSCI CDA Index Fund (EWC) — Dividend
iShares MSCI Germany Index Fund (EWG) — Dividend
iShares Trust S&P Midcap 400 Index Fund (IJH) — Dividend
iShares S&P SmallCap 600 Index Fund (IJR) — Dividend
iShares NASDAQ BioTech Index Fund (IBB) — Dividend
iShares MSCI EAFE Index Fund (EFA) — Dividend
iShares S&P Global Infrastr (IGF) — Dividend
SPDR DJ Global Titans (DGT) — Dividend
VanGuard Information Tech ETF (VGT) — Dividend
VanGuard MSCI Emerging Mrkts ETF (VWO) — Dividend
STOCKS (H):
Abbott Labs (ABT) — Dividend
Alphabet (GOOGL) — None — Buy
Advansix Inc (ASIX) — None — Sold
Amazon (AMZN) — None — Buy (add'l)
Apple (APPL) — Dividend
Automatic Data Proc (ADP) — Dividend — Sold (part)
Automatic Data Proc (ADP) — Sold
Blackrock (BLK) — Dividend
Capital One (COF) — Dividend
Chevron Corp (CVX) — Dividend — Buy
Chubb Ltd (CB) — Dividend — Sold
CitiGroup Inc (C) — Dividend
Constellation Brands (STZ) — Dividend — Buy
Costco Wholesale (COST) — Dividend
CVS Health Corp (CVS) — Dividend
Danaher Corp (DHR) — Dividend
Diageo Plc Spsd (DEO) — Dividend
Ecolab Inc (ECL) — Dividend
Emerson Elec (EMR) — Dividend
Enbridge Inc (ENB) — Dividend
FedEx Corp Delaware (FDX) — Dividend — Sold
Fiserv Inc Wisc — None — Buy
Hess Corp (HES) — Dividend
Honeywell Intl (HON) — Dividend — Sold (part)
Johnson and Johnson (JNJ) — Dividend
Keurig/Dr. Pepper (KDP) — Dividend — Buy
Keurig/Dr. Pepper (KDP) — Sold
Lockheed Martin Corp (LMT) — Dividend
McDonalds Corp (MCD) — Dividend
Microchip Tech Inc (MCHP) — Dividend
Microsoft Corp (MSFT) — Dividend
NextEra Energy (NEE) — Dividend
Oracle Corp (ORCL) — Dividend
Prologis Inc. (PLD) — Dividend — Buy
Ross Stores Inc. (ROST) — None — Buy
Schlumberger Ltd (SLB) — Dividend
Texas Inst (TXN) — Dividend
Thermo Fisher Scientific (TMO) — Dividend
Total S.A. (TOT) — Dividend — Sold
Union Pacific Corp (UNP) — Dividend
Verizon (VZ) — Dividend
VISA (V) — Dividend — Sold (part)
MERRILL LYNCH CMA Account
Bank of America N.A. (Cash account) — Interest
Abbott Labs (ABT) — Dividend — Buy
Alphabet Inc. (GOOGL) — None — Buy
Amazon.com Inc. (AMZN) — None — Buy
American Tower REIT Inc. (AMT) — Dividend — Buy
Apple Inc. (AAPL) — Dividend — Buy
Blackrock Inc. (BLK) — Dividend — Buy
Capital One Financial (COF) — Dividend — Buy
Chevron Corp (CVX) — Dividend — Buy
Chubb Ltd (CB) — Dividend — Buy
Chubb Ltd (CB) — Sold
Cisco Systems Inc (CSCO) — Dividend — Buy
Citigroup Inc. (C) — Dividend — Buy
Constellation Brands (STZ) — Dividend — Buy
Costco Wholesale Corp (COST) — Dividend — Buy
Danaher Corp (DHR) — Dividend — Buy
Fiserv Inc. (FISV) — None — Buy
Honeywell Intl Inc. (HON) — Dividend — Buy
JP Morgan Chase (JPM) — Dividend — Buy
Keurig Dr Pepper Inc (KDP) — Dividend — Buy
Keurig Dr Pepper Inc (KDP) — Sold
Lockheed Martin Corp (LMT) — Dividend — Buy
Microchip Technology Inc (MCHP) — Dividend — Buy
Microsoft Corp (MSFT) — Dividend — Buy
NextEra Energy Inc. (NEE) — Dividend — Buy
Pepsico Inc. — Dividend — Buy
Prologis Inc. (PLD) — Dividend — Buy
Ross Stores Inc (ROST) — Dividend — Buy
Sherwin Williams (SHW) — Dividend — Buy
Sherwin Williams (SHW) — Sold
Sysco Corp (SYY) — Dividend — Buy
Thermo Fisher Scientific (TMO) — Dividend — Buy
Total S. A. SP ADR (TOT) — Dividend — Buy
Union Pacific Corp (UNP) — Dividend — Buy
Visa Inc (V) — Dividend — Buy
Zoetis Inc (ZTS) — Dividend — Buy
(D-2 Preferred stock) — None
Real Estate: Ltd Partner, Peachtree So Ltd, Atlanta, GA — Int./Div.
Real Estate: Ltd Partner, 179 Whitehall, Atlanta, GA — Int./Div.
Real Estate: Atlanta, GA (KP) — Rent
Real Estate: Atlanta, GA (50% GP) — None
Real Estate: Highlands, NC — None
Undev. Real Estate: Henry Cty, GA — None
Real Estate: Atlanta, GA (Parcel 3: WW) — None
Real Estate: Atlanta, GA (Parcel 2: WW) — None
Real Estate: Atlanta, GA (Parcel 1: WW) — None
MERRILL LYNCH ACCT (with following) (H):
CASH EQUIVALENT ACCOUNTS (H):
ML Bank Deposit Program (Cash Acct) — Interest
Preferred Deposit (Cash Acct) — Interest
MERRILL LYNCH-IRA ACCT (with following) (H):
Bank of America (Cash Acct) — Interest
Berkshire Bk (CD) — Interest — Redeemed
Morgan Stanley Private (CD) — Interest — Buy
MUTUAL FUNDS (H):
Altegris Managed Futures (MFTIX) — None — Sold
AQR Diversified (ADAIX) — Dividend
Arbitrage Funds (ARBNX) — Dividend
Blackrock Global (BGCIX) — Dividend
Blackrock Strategic — Dividend — Buy
Driehaus Emerging Mkts (DRESX) — Dividend
Driehaus Active Income Fund (LCMAX) — Dividend — Sold
First Eagle Gold Mutual Fund — Dividend
Gotham Absolute Return (GARIX) — None
JP Morgan Strategic (JSOSX) — Dividend
Neuberger Berman Long (NLSIX) — Dividend
Pimco All Asset (PAUPX) — Dividend
VanGuard Intermediate Term Bond — Dividend
VanGuard Short Term Bond — Dividend
Wells Fargo Adv Absolute (WABIX) — Dividend
STOCKS (H):
Genl Dynamics Corp (GD) — Dividend
Occidental Pete Corp (OXY) — Dividend
MERRILL LYNCH-ACCT #2 (with following) (H):
CDs/CASH EQUIVALENT ACCOUNTS (H):
ML Bank Deposit Program (Cash Account) — Interest
Preferred Deposit (Cash Account) — Interest
Bank Of India (CD) — None — Buy
Bank of China (CD) — None — Buy
Morgan Stanley Pvt Bk (CD) — Interest
Morgan Stanley Bk NA (CD) — Interest — Redeemed
Farmers & Merchants Bank (CD) — Interest — Redeemed
First General Bank (CD) — Interest — Redeemed
Goldman Sachs (CD) — Interest — Redeemed
MUFG Union Bank (CD) — Interest — Redeemed
STOCKS (H):
Air Products & Chem (APD) — Dividend — Buy
AMN Elec Power Co (AEP) — Dividend
Astrazeneca Plc (AZN) — Dividend
AT&T Inc (T) — Dividend — Buy (add'l)
Automatic Data Proc (ADP) — Dividend
Biogen (BIIB) — None — Sold
Bristol-Myers Squibb (BMY) — Dividend — Buy
Chubb (CB) — Dividend
Citigroup (C) — Dividend — Buy
Coca-Cola Co (KO) — Dividend
Corteva Inc. (CTVA) — None — Sold
Crown Castle Reit Inc (CCI) — Dividend
Digital Realty (DLR) — Dividend
Dow Inc (DOW) — None — Sold
DuPont de Nemours (DD) — None — Sold
Enbridge Inc (ENB) — Dividend
General Motors (GM) — Dividend
Hess Corp (HES) — None — Sold
Intel Corp (INTC) — Dividend
JP Morgan Chase (JPM) — Dividend
Lockheed Martin Corp (LMT) — Dividend
McDonalds Corp (MCD) — Dividend
Merck and Co (MRK) — Dividend
Microsoft (MSFT) — Dividend
Nextera Energy (NEE) — Dividend
Paccar Inc (PCAR) — Dividend
PPL Corp (PPL) — Dividend
Royal Bank of Canada (RY) — Dividend
Schlumberger Ltd (SLB) — Dividend — Sold
Sysco Corp (SYY) — Dividend
Target Corp (TGT) — Dividend — Buy
Toronto Dominion Bank (TD) — Dividend
Total SA (TOT) — Dividend
Verizon Communications (VZ) — Dividend
MERRILL LYNCH-IRA ACCT (with following) holdings) (H):
CDs/CASH EQUIVALENT ACCTS (H):
Bank of America (Cash Acct) — Interest
CD Farmers & Merchs Bk W — Interest — Redeemed
Morgan Stanley Pvt Bk (CD) — Interest
Goldman Sachs Bk USA (CD) — Interest
Seacoast Natl Bk (CD) — None — Buy
Wells Fargo Bk W (CD) — Interest
GNM P708950X — Interest
MUTUAL/INDEX FUNDS (H):
Calamos Market Neutral Fund (CMNIX) — Dividend
iShares MSCI CDA Index Fund (EWC) — Dividend
iShares MSCI Germany Index Fund (EWG) — Dividend
iShares Trust S&P Midcap 400 Index Fund (IJH) — Dividend
iShares S&P SmallCap 600 Index Fund (IJR) — Dividend
iShares NASDAQ BioTech Index Fund (IBB) — Dividend
iShares MSCI EAFE Index Fund (EFA) — Dividend
iShares S&P Global Infrastr (IGF) — Dividend
SPDR DJ Global Titans (DGT) — Dividend
VanGuard Information Tech ETF (VGT) — Dividend
VanGuard MSCI Emerging Mrkts ETF (VWO) — Dividend
STOCKS (H):
Abbott Labs (ABT) — Dividend
Alphabet (GOOGL) — None — Buy
Advansix Inc (ASIX) — None — Sold
Amazon (AMZN) — None — Buy (add'l)
Apple (APPL) — Dividend
Automatic Data Proc (ADP) — Dividend — Sold (part)
Automatic Data Proc (ADP) — Sold
Blackrock (BLK) — Dividend
Capital One (COF) — Dividend
Chevron Corp (CVX) — Dividend — Buy
Chubb Ltd (CB) — Dividend — Sold
CitiGroup Inc (C) — Dividend
Constellation Brands (STZ) — Dividend — Buy
Costco Wholesale (COST) — Dividend
CVS Health Corp (CVS) — Dividend
Danaher Corp (DHR) — Dividend
Diageo Plc Spsd (DEO) — Dividend
Ecolab Inc (ECL) — Dividend
Emerson Elec (EMR) — Dividend
Enbridge Inc (ENB) — Dividend
FedEx Corp Delaware (FDX) — Dividend — Sold
Fiserv Inc Wisc — None — Buy
Hess Corp (HES) — Dividend
Honeywell Intl (HON) — Dividend — Sold (part)
Johnson and Johnson (JNJ) — Dividend
Keurig/Dr. Pepper (KDP) — Dividend — Buy
Keurig/Dr. Pepper (KDP) — Sold
Lockheed Martin Corp (LMT) — Dividend
McDonalds Corp (MCD) — Dividend
Microchip Tech Inc (MCHP) — Dividend
Microsoft Corp (MSFT) — Dividend
NextEra Energy (NEE) — Dividend
Oracle Corp (ORCL) — Dividend
Prologis Inc. (PLD) — Dividend — Buy
Ross Stores Inc. (ROST) — None — Buy
Schlumberger Ltd (SLB) — Dividend
Texas Inst (TXN) — Dividend
Thermo Fisher Scientific (TMO) — Dividend
Total S.A. (TOT) — Dividend — Sold
Union Pacific Corp (UNP) — Dividend
Verizon (VZ) — Dividend
VISA (V) — Dividend — Sold (part)
MERRILL LYNCH CMA Account
Bank of America N.A. (Cash account) — Interest
Abbott Labs (ABT) — Dividend — Buy
Alphabet Inc. (GOOGL) — None — Buy
Amazon.com Inc. (AMZN) — None — Buy
American Tower REIT Inc. (AMT) — Dividend — Buy
Apple Inc. (AAPL) — Dividend — Buy
Blackrock Inc. (BLK) — Dividend — Buy
Capital One Financial (COF) — Dividend — Buy
Chevron Corp (CVX) — Dividend — Buy
Chubb Ltd (CB) — Dividend — Buy
Chubb Ltd (CB) — Sold
Cisco Systems Inc (CSCO) — Dividend — Buy
Citigroup Inc. (C) — Dividend — Buy
Constellation Brands (STZ) — Dividend — Buy
Costco Wholesale Corp (COST) — Dividend — Buy
Danaher Corp (DHR) — Dividend — Buy
Fiserv Inc. (FISV) — None — Buy
Honeywell Intl Inc. (HON) — Dividend — Buy
JP Morgan Chase (JPM) — Dividend — Buy
Keurig Dr Pepper Inc (KDP) — Dividend — Buy
Keurig Dr Pepper Inc (KDP) — Sold
Lockheed Martin Corp (LMT) — Dividend — Buy
Microchip Technology Inc (MCHP) — Dividend — Buy
Microsoft Corp (MSFT) — Dividend — Buy
NextEra Energy Inc. (NEE) — Dividend — Buy
Pepsico Inc. — Dividend — Buy
Prologis Inc. (PLD) — Dividend — Buy
Ross Stores Inc (ROST) — Dividend — Buy
Sherwin Williams (SHW) — Dividend — Buy
Sherwin Williams (SHW) — Sold
Sysco Corp (SYY) — Dividend — Buy
Thermo Fisher Scientific (TMO) — Dividend — Buy
Total S. A. SP ADR (TOT) — Dividend — Buy
Union Pacific Corp (UNP) — Dividend — Buy
Visa Inc (V) — Dividend — Buy
Zoetis Inc (ZTS) — Dividend — Buy
(D-2 Preferred stock) — None
Real Estate: Ltd Partner, Peachtree So Ltd, Atlanta, GA — Int./Div.
Real Estate: Ltd Partner, 179 Whitehall, Atlanta, GA — Int./Div.
Real Estate: Atlanta, GA (KP) — Rent
Real Estate: Atlanta, GA (50% GP) — None
Real Estate: Highlands, NC — None
Liability — Bank of America, NA — Mortgage loan secured by GP real estate (Section VII, line 184)
Liability — Bank of America, NA — Mortgage loan secured by GP real estate (Section VII, line 184)
Liability — Bank of America, NA — Mortgage loan secured by GP real estate (Section VII, line 184)
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.