John Robbenhaar
2020
Ask Donna
Pull out the substance of this filing.
What was filed
122
investments
4
positions
0
gifts
0
agreements
4
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Trust #1
- Trust #2
- Capital One Bank
- U.S. Dept. of Education
- Erika Harding Consulting dba Amplify Consulting--earnings
As filed
IRA #1
Catalyst Insider Income Fund — Interest — Buy (add'l)
Pershing Govt Cash Fund — Interest
Fidelity Advisor Total Bond Fund — Dividend — Buy (add'l)
Hundredfold Select Alt. Fund — Dividend — Buy
Invesco Dynamic Credit Opp. Fund — Dividend — Sold
Ishares S&P Pfd Stock Index Fund — Dividend
JP Morgan Strat. Inc. Opp. Fund — Dividend — Sold
Nuveen Equity Prem. — Dividend — Sold
Transamerica Capital Growth — Dividend — Buy
Transamerica Intl. Equity — Dividend
Vanguard Spec. Portfolios Div. — Dividend
Vanguard Index FDS Growth ETF — Dividend
Vanguard Index FDS Mid-cap — Dividend
Vanguard Total Stock Mkt ETF — Dividend
Trust #1 (H)
Pershing Cash Acct — Interest — Closed
NM Educ. Ret Assn. Ret. Acct. (controlled solely by NMERA) — Dividend — Redeemed
Nusenda Credit Union: Share Cert. IRA — Dividend — Redeemed
Trust #2 (H)
Real Property (Fairfield County, CT: appraisal: August 2010) — None
Fidelity Govt Cash Reserves — Interest
Accenture PLC CLS A — Dividend — Buy
Adobe Inc. Com. — Dividend — Buy
Amazon.Com Inc. — Dividend
Bank of America — Dividend
AT&T Inc. Com — Dividend — Sold
Berkshire Hathaway — Dividend
Bookings Hldgs Inc. Com. — Distribution — Sold
Cisco Sys. Inc. Com. — Dividend — Sold
Constellation Brands Inc. Com. — Dividend — Sold
Crown Castle Intl. Corp. New Com. — Dividend — Buy
Disney Walt Co. — Dividend — Sold (part)
Disney Walt Co. — Sold
Edwards Lifesciences Corp. — Dividend — Sold
Facebook Inc. — Dividend
Home Depot Inc. — Dividend — Buy
Home Depot Inc. — Buy (add'l)
Invesco QQQ TR — Dividend
Johnson & Johnson Com. — Dividend — Buy
Johnson & Johnson Com. — Buy (add'l)
JP Morgan Chase — Dividend — Sold (part)
Lululemon Athletica Inc. Com. — Dividend — Sold (part)
Microsoft Corp. — Dividend — Buy
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Buy (add'l)
Morgan Stanley Com. — Dividend — Sold
Nike Inc. Class B Com. — Dividend — Sold
PayPal Hldgs Inc. COM — Dividend
Salesforce.com Inc. Com. — Dividend — Sold
Sensata Tech. Hldg PLC — Dividend — Buy
SPDR S&P 500 ETF Fund — Dividend — Sold (part)
SPDR Portfolio S&P600 Small Cap. ETF — Dividend — Buy
SPDR Blackstone/GSO SEN LOAN — Dividend — Buy
TJX Cos. Inc. New Com. — Dividend — Sold
Twilio Inc. CL A — Dividend — Sold
Unilever PLC Spon — Dividend — Sold
Unilever NV Euro. 16 — Dividend — Sold
Verizon Communications — Dividend
Visa Inc. Com. CL A — Dividend
Zoetis Inc. Com — Dividend
IRA #1
Catalyst Insider Income Fund — Interest — Buy (add'l)
Pershing Govt Cash Fund — Interest
Fidelity Advisor Total Bond Fund — Dividend — Buy (add'l)
Hundredfold Select Alt. Fund — Dividend — Buy
Invesco Dynamic Credit Opp. Fund — Dividend — Sold
Ishares S&P Pfd Stock Index Fund — Dividend
JP Morgan Strat. Inc. Opp. Fund — Dividend — Sold
Nuveen Equity Prem. — Dividend — Sold
Transamerica Capital Growth — Dividend — Buy
Transamerica Intl. Equity — Dividend
Vanguard Spec. Portfolios Div. — Dividend
Vanguard Index FDS Growth ETF — Dividend
Vanguard Index FDS Mid-cap — Dividend
Vanguard Total Stock Mkt ETF — Dividend
Trust #1 (H)
Pershing Cash Acct — Interest — Closed
NM Educ. Ret Assn. Ret. Acct. (controlled solely by NMERA) — Dividend — Redeemed
Nusenda Credit Union: Share Cert. IRA — Dividend — Redeemed
Trust #2 (H)
Real Property (Fairfield County, CT: appraisal: August 2010) — None
Fidelity Govt Cash Reserves — Interest
Accenture PLC CLS A — Dividend — Buy
Adobe Inc. Com. — Dividend — Buy
Amazon.Com Inc. — Dividend
Bank of America — Dividend
AT&T Inc. Com — Dividend — Sold
Berkshire Hathaway — Dividend
Bookings Hldgs Inc. Com. — Distribution — Sold
Cisco Sys. Inc. Com. — Dividend — Sold
Constellation Brands Inc. Com. — Dividend — Sold
Crown Castle Intl. Corp. New Com. — Dividend — Buy
Disney Walt Co. — Dividend — Sold (part)
Disney Walt Co. — Sold
Edwards Lifesciences Corp. — Dividend — Sold
Facebook Inc. — Dividend
Home Depot Inc. — Dividend — Buy
Home Depot Inc. — Buy (add'l)
Invesco QQQ TR — Dividend
Johnson & Johnson Com. — Dividend — Buy
Johnson & Johnson Com. — Buy (add'l)
JP Morgan Chase — Dividend — Sold (part)
Lululemon Athletica Inc. Com. — Dividend — Sold (part)
Microsoft Corp. — Dividend — Buy
Microsoft Corp. — Buy (add'l)
Microsoft Corp. — Buy (add'l)
Morgan Stanley Com. — Dividend — Sold
Nike Inc. Class B Com. — Dividend — Sold
PayPal Hldgs Inc. COM — Dividend
Salesforce.com Inc. Com. — Dividend — Sold
Sensata Tech. Hldg PLC — Dividend — Buy
SPDR S&P 500 ETF Fund — Dividend — Sold (part)
SPDR Portfolio S&P600 Small Cap. ETF — Dividend — Buy
SPDR Blackstone/GSO SEN LOAN — Dividend — Buy
TJX Cos. Inc. New Com. — Dividend — Sold
Twilio Inc. CL A — Dividend — Sold
Unilever PLC Spon — Dividend — Sold
Unilever NV Euro. 16 — Dividend — Sold
Verizon Communications — Dividend
Visa Inc. Com. CL A — Dividend
Zoetis Inc. Com — Dividend
Trustee, Trust #1
Trustee, Trust #2
Trustee, Trust #1
Trustee, Trust #2
Liability — Capital One Bank — Credit Card
Liability — U.S. Dept. of Education — Student Loans
Liability — Capital One Bank — Credit Card
Liability — U.S. Dept. of Education — Student Loans
Spouse's income — 2020 — Erika Harding Consulting dba Amplify Consulting--earnings
Spouse's income — 2020 — Erika Harding Consulting dba Amplify Consulting--earnings
Part VII:
Line 18: The Pershing Cash Acct. was closed on June 10, 2019. I neglected to report this activity on my 2019 report.
Line 23: The Nusenda IRA was redeemed on May 31, 2019. I neglected to enter this information on my 2019 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.