Catharine R. Aron

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 542

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Middle District Bankruptcy Seminar
  • Vahe-Salary

As filed

JBAXY — None

KGFHY — Int/Div

CVS — Int/Div

DIS — Int/Div

ECL — Int/Div

GILD — None

GOOG — None

TRMB — None — Sold

A — Int/Div

LOW — Int/Div

CHKP — None

SLB — Int/Div

AGN — None

ATVI — Int/Div

AMGN — Int/Div

BLK — Int/Div

BLK — None — Sold

BLK — Inv — Sold

SCSS — Sold

BLK — Int/Div

BLK — None — Sold

DNZOY — Sold

CERN — None

SBUX — Int/Div

New Bridge Bank money market — Interest

Willow Creek (JRS) (partial interest) — Interest — Expired

AlG-Valic Aim Intern. ADR Growth Fund

AlG-Valic Aim Intern. ADR Growth Fund — Int/Div — Sold (part)

BZLFY — Int/Div

BZLFY — Int/Div — Sold (part)

BZLFY — Int/Div — Buy (add'l)

CHEUY — Int/Div

CCLAY — Int/Div

CMPGY — Int/Div

DNZOY — Int/Div — Sold (part)

ERIC — None — Sold (part)

FANUY — None — Buy (add'l)

FANUY — Int/Div — Buy (add'l)

FANUY — None — Sold (part)

KMTLY — Int/Div — Sold (part)

NVS — Int/Div

NVO — Int/Div

PUBGY — None

RELX — Int/Div — Buy (add'l)

RHHBY — Int/Div

RDSB — None — Sold (part)

RDSB — Int/Div — Buy (add'l)

RDSB — Buy (add'l)

RDSB — Int/Div — Buy (add'l)

RDSB — Int/Div — Sold (part)

RDSB — Sold (part)

RDSB — Int/Div — Buy (add'l)

RDSB — Sold (part)

RDSB — Sold (part)

TEVA — Int/Div — Buy (add'l)

TEVA — Sold (part)

TEVA — Int/Div — Sold (part)

TRP — Int/Div

UN — Int/Div

WPPGY — Int/Div

AMADY — Int/Div

BMBLY — Int/Div

ClOXY — Int/Div

ClOXY — Int/Div — Sold (part)

SU — Int/Div

SBGSY — None — Sold (part)

AVGO — Int/Div — Buy (add'l)

BIDL — None — Buy (add'l)

BIDL — Buy (add'l)

S10. — Sold (part)

S10. — Sold (part)

DBOEY — Int/Div — Sold

AZSEY — None — Buy (add'l)

AMCRY — None — Sold (part)

CABGY — Int/Div

DPSGY — Int/Div

PPERY — hy — Buy (add'l)

UBS — None

ABDNY — Int/Div

BRFSS — None — Sold

KPCPY — Int/Div

PRDSY — Int/Div

PBSFY — Int/Div — Buy (add'l)

PBSFY — Buy (add'l)

PBSFY — Buy (add'l)

SKYAY — Int/Div — Buy (add'l)

LOVEY — Int/Div — Sold (part)

YAHOY — None — Sold (part)

CFRUY — Int — Buy (add'l)

CFRUY — Buy (add'l)

GNGBY — Int/Div — Buy (add'l)

IDCBY — Int/Div — Sold

JAPAY — Int/Div — Sold (part)

LYG — Int/Div

SWGAY — Int/Div — Sold (part)

SWGAY — Sold

WGHPY — None

GWLLY — Int/Div — Sold

xCKHLY — None — Buy

xWTKWY — None — Buy

xWTKWY — Buy (add'l)

xCSLLY — None — Buy

xKCRPY — None — Buy

xPDRDY — None — Buy

xIFJPY — None — Buy

SSGAMoney Market Fund — Int/Div

AlG- Valic money market account — Interest

AlG/Valic Select IRA 1 Transamerica Large Growth

AAPL — Int/Div

AAPL — Int/Div — Sold

V — Int/Div

V — Int/Div — Sold

IAC) — Int/Div — Sold

MSFT — Int/Div

ORLY — None

ORLY — Int/Div — Buy (add'l)

BRCM — Int/Div — Sold

FB — None

NVDA — Int/Div

NXPI — None

RHT — None

CELG — None

CELG — Int/Div — Sold

AKAM — None — Buy (add'l)

BXLT — Int/Div — Sold

INTC — None — Buy (add'l)

INTC — None — Buy (add'l)

TSCO — None

VRSK — None — Sold

xACHC — None — Buy

xHRS — Int/Div — Buy

xHRS — Buy (add'l)

xINTU — Int/Div — Buy

xLULU — None — Buy

xMLM — Int/Div — Buy

xNKE — Int/Div — Buy

xNOC — Int/Div — Buy

xQCOM — Int/Div — Buy

xSLB — Int/Div — Buy

xSCHW — None — Buy

SSGA Money Market — Interest

AIG- Valic Select IRA 2 Columbia value and restruct

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Sold

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)

CVX — Int/Div

CVX — Int/Div — Sold (part)

CVX — Buy (add'l)

GOOG — None — Buy (add'l)

GOOG — Buy (add'l)

GOOG — Buy (add'l)

AON — Int/Div

DLPH — None — Sold

DLPH — Int/Div — Buy (add'l)

AAPL — Int/Div — Buy (add'l)

AAPL — Buy (add'l)

AAPL — Sold (part)

AAPL — Buy (add'l)

AAPL — Buy (add'l)

BRKB — None — Buy (add'l)

BRKB — Buy (add'l)

BLK — Int/Div

CELG — None — Buy (add'l)

CELG — Buy (add'l)

CELG — Int/Div — Buy (add'l)

CELG — Buy (add'l)

CELG — Sold (part)

CMCSA — Int/Div

CMCSA — Int/Div — Sold

CMCSA — None — Sold

CMCSA — Int/Div — Buy (add'l)

CMCSA — Buy (add'l)

CMCSA — Buy (add'l)

CMCSA — None — Sold (part)

CMCSA — Sold (part)

CMCSA — Buy (add'l)

CMCSA — Buy (add'l)

CMCSA — Int/Div — Sold

CMCSA — Int/Div — Sold

CMCSA — Int/Div — Buy (add'l)

CMCSA — Int/Div — Buy (add'l)

CMCSA — Int/Div — Buy (add'l)

CMCSA — Buy (add'l)

MSFT — Int/Div — Sold (part)

MSFT — Buy (add'l)

MSFT — Buy (add'l)

MSFT — Int/Div — Buy (add'l)

MSFT — Buy (add'l)

PEP — Int/Div

SWKS — None — Sold

SWKS — Int/Div — Sold (part)

SWKS — Sold

ARMK — None

BRCM — Int/Div — Sold

BRCM — None — Buy (add'l)

BRCM — hy — Sold (part)

BRCM — Buy (add'l)

BRCM — Buy (add'l)

BRCM — Int/Div — Buy (add'l)

BRCM — Buy (add'l)

BRCM — None — Buy (add'l)

BRCM — Buy (add'l)

INTL — Int/Div — Sold (part)

INTL — None — Buy (add'l)

INTL — None — Sold (part)

INTL — Sold (part)

INTL — Sold

DNB — Int/Div

DNB — Int/Div — Sold

DNB — Int/Div — Sold (part)

DNB — None — Sold

MIK — None

MIK — Int/Div — prt)

MIK — None — Buy (add'l)

MIK — Int/Div — Sold

V2 — Int/Div

VRTX* — None — Sold (part)

VRTX* — None — Buy (add'l)

ATVI — Int/Div — Sold (part)

BABA — None — Sold

BABA — None — Sold

GOOGL — None

GOOGL — Int/Div — Sold (part)

GOOGL — Sold

GOOGL — Int/Div — Buy (add'l)

GOOGL — Int/Div — Buy (add'l)

GOOGL — Buy (add'l)

GOOGL — Buy (add'l)

BXLT — Int/Div — Sold

COH — None

COH — Int/Div — Sold (part)

COH — Buy (add'l)

ENDP — None — Sold

EQT — None

EQT — Int/Div — Buy (add'l)

EQT — Sold (part)

EQT — None — Buy (add'l)

EQT — Buy (add'l)

EQT — Int/Div — Sold

EQT — None — Sold

EQT — Int/Div — Sold (part)

EQT — Buy (add'l)

EQT — Buy (add'l)

EQT — Buy (add'l)

NLSN — hy

PYPL — None — Sold

PYPL — None — Buy (add'l)

PYPL — Int/Div — Buy (add'l)

PYPL — Buy (add'l)

PYPL — None — Buy

PYPL — None — Sold

PYPL — None — Buy (add'l)

PYPL — Buy (add'l)

PYPL — None — Buy (add'l)

PYPL — Buy (add'l)

AMGN — Distribution

PYPL — Buy (add'l)

EIX — Int/Div

xAAP — Int/Div — Buy

AKAM — None — Buy

AKAM — Buy (add'l)

xALXN — None — Buy

xANTM — hy — Buy

xANTM — Buy (add'l)

bad) — Buy (add'l)

bad) — Buy (add'l)

xAVGO — Int/Div — Buy

xAVGO — Buy (add'l)

xAVGO — Buy (add'l)

xAVGO — Buy (add'l)

xCMG — None — Buy

xCMG — Int/Div — Buy

xCMG — Buy (add'l)

xDIS — Int/Div — Buy

xDIS — Buy (add'l)

xEXPE — Int/Div — Buy

xEXPE — Buy (add'l)

xFIS — Int/Div — Buy

xFIS — Buy (add'l)

xFIS — Buy (add'l)

xIvZ — Int/Div — Buy

xIvZ — Sold (part)

xIvZ — Buy (add'l)

xIvZ — Int/Div — Buy

xIvZ — Sold (part)

xIvZ — Buy (add'l)

xIvZ — Buy (add'l)

xIvZ — Int/Div — Buy

xIvZ — Buy (add'l)

xMAR — Int/Div — Buy

xMAR — Buy (add'l)

xMAR — Sold (part)

xMAR — Int/Div — Buy

xMAR — Buy (add'l)

xMAR — Buy (add'l)

xMAR — Buy (add'l)

xNWL — Int/Div — Buy

xPANW — None — Buy

xPANW — Buy (add'l)

xQUOM — Int/Div — Buy

xRCL — Int/Div — Buy

xSPGI — Int/Div — Buy

RIT) — Buy (add'l)

xSHW — None — Buy

xSHW — Buy (add'l)

xSHW — None — Buy

SSGA Money Market — Interest

AIG Valic IRA DBA DavidsonMid Cap

AIG Valic IRA DBA DavidsonMid Cap — Int/Div — Sold

CPLA — None — Sold (part)

CPLA — Sold

FCFC — None — Sold (part)

FCFC — Sold

FLIR — None — Sold (part)

FLIR — Sold

GDOT — None — Sold (part)

GDOT — Sold

INWK — None — Sold

MASI — Int/Div — Sold

MASI — None — Sold

SIVB — None

SIVB — None — Sold

CoBZ — Int/Div — Sold (part)

CoBZ — Sold

IMAX — None — Sold

NILE — Int/Div — Sold

FINT — Int/Div — Sold

LPLA — Int/Div — Sold

LPLA — None — Sold

LPLA — Int/Div — Sold

LPLA — Int/Div — Sold (part)

LPLA — Sold

USPH — Int/Div — Sold

SCSS — None — Sold (part)

SCSS — Int/Div — Sold

TRNO — Int/Div — Sold (part)

Adb6 — Sold

CVGW — Int/Div — Sold

ATHN — None — Buy (add'l)

ATHN — Sold

ATHN — None — Sold (part)

ATHN — Sold

HZNP — None — Sold

IRBT — None — Sold (part)

IRBT — Sold

IRBT — None — Sold

IRBT — None — Sold

IRBT — None — Sold (part)

IRBT — Sold

USAT — None — Sold (part)

USAT — Sold

USAT — Int/Div — Sold

QRVO — None — Sold

QRVO — hy — Sold

QRVO — Int/Div — Sold (part)

QRVO — Sold

EVDY — None — Sold

EVDY — Int/Div — Sold

TCBI — None — Sold

TXTR — None — Sold

TXTR — None — Sold

ZLTR — None — Sold

xIWM — Int/Div — Buy

xIWM — Buy (add'l)

xALKS — None — Buy

xCAT™™ — None — Buy

xSTE — Int/Div — Buy

xACHC — None — Buy

xALGN — None — Buy

xACC — Int/Div — Buy

xANSS — None — Buy

xATR — Int/Div — Buy

xAPAM — Int/Div — Buy

xBKL — Int — Buy

xBLKB — Int/Div — Buy

xBURL — None — Buy

xCEB — Int/Div — Buy

xCAA — Int/Div — Buy

xCPE — None — Buy

xCTLT — None — Buy

xCVCO — None — Buy

xCGNX — Int/Div — Buy

xCMmpP — Int/Div — Buy

xCSGP — None — Buy

xDORM — None — Buy

xDROQ — None — Buy

xEXPO — Int/Div — Buy

xFRC — Int/Div — Buy

xFIVE — None — Buy

xFIVE — None — Buy

xGBCI — Int/Div — Buy

xGHL — Int/Div — Buy

xHAR — Int/Div — Buy

xHTLD — Int/Div — Buy

xHIBB — None — Buy

xICU1 — None — Buy

xIBK( — Int/Div — Buy

xIDXX — None — Buy

xLGFA — None — Buy

xLGFB — None — Buy

xMKTX — Int/Div — Buy

xMKTX — None — Buy

xMCHP — Int/Div — Buy

xMAA — Int/Div — Buy

xMIDD — None — Buy

xMINI — Int/Div — Buy

x\NHI — Int/Div — Buy

xNGVC — None — Buy

x\NWL — Int/Div — Buy

xNDSN — Ine — Buy

xPRAA — None — Buy

xPAG — Int/Div — Buy

xPOR — Int/Div — Buy

xPOWI — Int/Div — Buy

xPINC — None — Buy

xPSMT — Int/Div — Buy

xPRA — Int/Div — Buy

xPRLB — None — Buy

xKWR — Int/Div — Buy

xQEP — None — Buy

xRPM — Int/Div — Buy

xROLL — None — Buy

xRBA — Int/Div — Buy

xSSNC — Int/Div — Buy

xSBNY — None — Buy

xSUI — Int/Div — Buy

xSMC1 — None — Buy

xSPN — None — Buy

xTMH — None — Buy

xTCBI — None — Buy

xTTC — Int — Buy

xTHS — None — Buy

xTUP — Int/Div — Buy

xTYL — None — Buy

xULTI — None — Buy

xUMPOQ — Int/Div — Buy

xURBN — None — Buy

xPAY — None — Buy

xWAB — None — Buy

xWAGE — Int/Div — Buy

xWBS — Int/Div — Buy

xWST — Int/Div — Buy

xZBRA — None — Buy

SSGAMoney Market Fund — Int/Div

NC HSG FIN BONDS — Interest

Highwoods Pptys Inc — Int/Div

Hooker Furniture — Int/Div

Equitey One Inc — Int/Div

Carter Bank and Trust — Int/Div

Calamos Growth Mutual Fund A — Int/Div

Mutual Series Mutual Shares A — Int/Div

Tempelton Growth Mutual Fund A — Int

Franklin Income Mutual Fund A — Int/Div

VFA-IRA Alliance Bernstien International Value — Int/Div

Valic Freedom Plus IRA Annuity (Porfolio Director Fixed and Variable) — Int/Div

AIG 401K

BSCFX — Int/Div

INTFX — Int/Div

VPMCX — Int/Div

VEXMX — Int/Div

FTISE — Int/Div

TGVAX — Int/Div

VINIX — Int/Div

VWELX — Int/Div

MEIAX — Int/Div

ISIVX — Int/Div

VBMFX — Int/Div

AIG Stable Value Fund — Interest

Sun America NODA — Int/Div

Jackson National NQDA — Int/Div

VFA TransAmenica Laarge Growth — hy

VFA Columbia Value — Int/Div

VFA Sterling Mid Cap Value — Int

VFA GWK Small Core — Int/Div

VFA Nuveen Intermediate Muni — Interest

VFA Intergrated Manager Account

CVS — Int/Div

A — Int/Div

A — Int/Div — Buy (add'l)

SBUX — Int/Div

493 — Int/Div

MSFT — Int/Div

AMGN — None — Sold

ATVI — Int/Div

CELG — None — Buy (add'l)

CERN — None

CHKP — None

DIS — Int

DIS — Int/Div — Sold

ECL — Int/Div

GILD — None

GOOG — None

IAC) — Int/Div — Sold

ORLY — None

ORLY — Int/Div — Sold

ORLY — Int/Div — Sold

ORLY — Int/Div — Buy (add'l)

BRCM — Int/Div — Sold

CRM — None

LOW — Int/Div

NXP — None

FB — None

NVDA — Int/Div

RHT — None

AKAM — None — Buy (add'l)

AKAM — Sold (part)

AKAM — Buy (add'l)

ILMN — None — Buy (add'l)

ILMN — Sold

BXLT — Int/Div — Sold

VRSK — None — Buy (add'l)

VRSK — Sold

TIX — None

TSCO — None — Buy (add'l)

INTC — Int/Div — Buy (add'l)

xQCOM — Int/Div — Buy

xNKE — Int/Div — Buy

xNKE — Buy (add'l)

xNKE — Buy (add'l)

xAGN — None — Buy

xGOOGL — None — Buy

xAPPL — Int/Div — Buy

xNOC — Int/Div — Buy

xNOC — Buy (add'l)

xSCHW — None — Buy

xACHC — None — Buy

xHRS — Int/Div — Buy

xHRS — Buy (add'l)

xINTU — Int/Div — Buy

xLULU — None — Buy

xLULU — Sold (part)

xMLM — None — Buy

xWOOF — None — Buy

xWOOF — Buy (add'l)

$50).

SPDR (cash) — Interest

Genworth Variable Life Insurance (Fixed Index Annuities) — Ine

$56.

SH).

Reimbursement — Middle District Bankruptcy Seminar — April 14-16 2016 — Durham, NC — scar — (lodging, food, transportation)

Spouse's income — 2016 — Vahe-Salary

This report is being amended to add VRTX at line 223 and the transactions associated with it.

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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