Barbara Jacobs Rothstein
2020
Ask Donna
Pull out the substance of this filing.
What was filed
129
investments
3
positions
0
gifts
0
agreements
15
debts
0
reimbursements
0
income
3
spouse income
Named parties
- Emanuel & Jessica Alvarez
- Diana Hernandez Solis
- City National Bank
- JP Morgan Chase
- Wells Fargo Bank
- Medical Faculty Associates, Wages
As filed
EQT Corporation — None — Sold
Euro Pacific Growth Fnd C — None — Sold
New World Fnd C — None — Sold
Vanguard Int TM T/E — None — Sold
Wells Fargo Bank — Interest
Capital One Bank — Interest
NA Properties Ltd Partnership — Interest
New Horizon Capital III, LP — Int./Div.
PNH Seaboard Station, LLC — Interest
RWP, LLC — Int./Div.
Wilderness Explorer, LLC — Interest
Rental House, Redmond, WA (1999 $172,0000) — Rent — Sold — Emanuel & Jessica Alvarez
Rental Twnhouse, Strasburg, VA (2009 $135,000) — Rent
Rental House, Strasburg, VA (2012 $150,000) — Rent
Rental House, Strasburg, VA (2013 $150,000) — Rent — Sold — Diana Hernandez Solis
America Movil Ads — Dividend
3M Company — None — Sold
XCel Energy — Dividend
PPL Corp — Dividend
Costco Wholesale Corp Common — Dividend
Western Asset HI Inc. — Dividend
Starbucks Common — None — Sold
Nuveen Quality Preferred Income FD — Interest
Home Depot Inc. Common — Dividend
General Electric Common — Dividend
CHS Cooperatives Preferred — Dividend
CMS Energy — Dividend
Prothena Corp — None
Pioneer Floating Rate Trust (PHD) — Dividend
Eaton Vance Enhanced Equity Income Fund — Dividend
RMR RE Fund — Dividend
Eaton Vance Greater China Fund Cl A — Dividend
Allianz — None — Sold
Nordstrom Inc — Dividend
Blue Apron Holdings — None
Argan — Dividend
Applied Materials — Dividend
Regeneron Pharmaceuticals Inc. — None — Buy
Dell Technologies, Inc. — None — Buy
Westinghouse Air Brake Technologies — Dividend — Buy
America Funds New World — Dividend — Buy
Virtus Divid — Dividend — Buy
Davidson - Cash — None
EQT Corporation — None — Sold
Euro Pacific Growth Fnd C — None — Sold
New World Fnd C — None — Sold
Vanguard Int TM T/E — None — Sold
Wells Fargo Bank — Interest
Capital One Bank — Interest
NA Properties Ltd Partnership — Interest
New Horizon Capital III, LP — Int./Div.
PNH Seaboard Station, LLC — Interest
RWP, LLC — Int./Div.
Wilderness Explorer, LLC — Interest
Rental House, Redmond, WA (1999 $172,0000) — Rent — Sold — Emanuel & Jessica Alvarez
Rental Twnhouse, Strasburg, VA (2009 $135,000) — Rent
Rental House, Strasburg, VA (2012 $150,000) — Rent
Rental House, Strasburg, VA (2013 $150,000) — Rent — Sold — Diana Hernandez Solis
America Movil Ads — Dividend
3M Company — None — Sold
XCel Energy — Dividend
PPL Corp — Dividend
Costco Wholesale Corp Common — Dividend
Western Asset HI Inc. — Dividend
Starbucks Common — None — Sold
Nuveen Quality Preferred Income FD — Interest
Home Depot Inc. Common — Dividend
General Electric Common — Dividend
CHS Cooperatives Preferred — Dividend
CMS Energy — Dividend
Prothena Corp — None
Pioneer Floating Rate Trust (PHD) — Dividend
Eaton Vance Enhanced Equity Income Fund — Dividend
RMR RE Fund — Dividend
Eaton Vance Greater China Fund Cl A — Dividend
Allianz — None — Sold
Nordstrom Inc — Dividend
Blue Apron Holdings — None
Argan — Dividend
Applied Materials — Dividend
Regeneron Pharmaceuticals Inc. — None — Buy
Dell Technologies, Inc. — None — Buy
Westinghouse Air Brake Technologies — Dividend — Buy
America Funds New World — Dividend — Buy
Virtus Divid — Dividend — Buy
Davidson - Cash — None
EQT Corporation — None — Sold
Euro Pacific Growth Fnd C — None — Sold
New World Fnd C — None — Sold
Vanguard Int TM T/E — None — Sold
Wells Fargo Bank — Interest
Capital One Bank — Interest
NA Properties Ltd Partnership — Interest
New Horizon Capital III, LP — Int./Div.
PNH Seaboard Station, LLC — Interest
RWP, LLC — Int./Div.
Wilderness Explorer, LLC — Interest
Rental House, Redmond, WA (1999 $172,0000) — Rent — Sold — Emanuel & Jessica Alvarez
Rental Twnhouse, Strasburg, VA (2009 $135,000) — Rent
Rental House, Strasburg, VA (2012 $150,000) — Rent
Rental House, Strasburg, VA (2013 $150,000) — Rent — Sold — Diana Hernandez Solis
America Movil Ads — Dividend
3M Company — None — Sold
XCel Energy — Dividend
PPL Corp — Dividend
Costco Wholesale Corp Common — Dividend
Western Asset HI Inc. — Dividend
Starbucks Common — None — Sold
Nuveen Quality Preferred Income FD — Interest
Home Depot Inc. Common — Dividend
General Electric Common — Dividend
CHS Cooperatives Preferred — Dividend
CMS Energy — Dividend
Prothena Corp — None
Pioneer Floating Rate Trust (PHD) — Dividend
Eaton Vance Enhanced Equity Income Fund — Dividend
RMR RE Fund — Dividend
Eaton Vance Greater China Fund Cl A — Dividend
Allianz — None — Sold
Nordstrom Inc — Dividend
Blue Apron Holdings — None
Argan — Dividend
Applied Materials — Dividend
Regeneron Pharmaceuticals Inc. — None — Buy
Dell Technologies, Inc. — None — Buy
Westinghouse Air Brake Technologies — Dividend — Buy
America Funds New World — Dividend — Buy
Virtus Divid — Dividend — Buy
Davidson - Cash — None
Co-Trustee
Co-Trustee
Co-Trustee
Liability — City National Bank — Mortgage on
Liability — JP Morgan Chase — Mortgage on Rental #1, Redmond, WA (Part VII Line 9)
Liability — Wells Fargo Bank — Mortgage on Rental #2, Strasburg, VA (Part VII, Line 10)
Liability — Wells Fargo Bank — Mortgage on Rental #3, Strasburg, VA (Part VII, Line 11)
Liability — City National Bank — Mortgage on Rental #4, Strasburg, VA (Part VII, Line 12)
Liability — City National Bank — Mortgage on
Liability — JP Morgan Chase — Mortgage on Rental #1, Redmond, WA (Part VII Line 9)
Liability — Wells Fargo Bank — Mortgage on Rental #2, Strasburg, VA (Part VII, Line 10)
Liability — Wells Fargo Bank — Mortgage on Rental #3, Strasburg, VA (Part VII, Line 11)
Liability — City National Bank — Mortgage on Rental #4, Strasburg, VA (Part VII, Line 12)
Liability — JP Morgan Chase — Mortgage on Rental #1, Redmond, WA (Part VII Line 9)
Liability — Wells Fargo Bank — Mortgage on Rental #2, Strasburg, VA (Part VII, Line 10)
Liability — Wells Fargo Bank — Mortgage on Rental #3, Strasburg, VA (Part VII, Line 11)
Liability — City National Bank — Mortgage on Rental #4, Strasburg, VA (Part VII, Line 12)
Liability — City National Bank — Mortgage on
Spouse's income — 2020 — Medical Faculty Associates, Wages
Spouse's income — 2020 — Medical Faculty Associates, Wages
Spouse's income — 2020 — Medical Faculty Associates, Wages
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.