Norman H. Stahl

2016Annual

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Pull out the substance of this filing.

What was filed

  • 829

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Tufts Medical Center Board of Governors

As filed

Ashland House Associates, LP, 9%, Bedford, NH - Rental Income — Rent

Citizen's Bank, Cash, Checking and MM — Interest

Martha's Vineyard Savings Bank, Cash — Interest

Trust#1(H)

Exxon Mobil — Int/Div

Kellogg Co — Int/Div

Pepsico — Int/Div

Charles Schwab Corp — Int/Div

Alphabet Inc. Class — None — Sold (part)

Alphabet Inc. Class — Sold (part)

Nestle SA (1) — Int/Div — Sold (part)

Diageo PLC — Int/Div — Buy (add'l)

Diageo PLC — Sold (part)

Diageo PLC — Buy (add'l)

Time Warner Inc — Int/Div — Sold (part)

Anheuser-Busch InBev — None — Sold

Walt Disney Co — Int/Div — Buy (add'l)

Walt Disney Co — Buy (add'l)

Walt Disney Co — Sold (part)

William Sonoma — Int/Div — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Buy (add'l)

William Sonoma — Sold (part)

William Sonoma — Sold (part)

William Sonoma — Sold (part)

Cheesecake Factory Inc — Int/Div — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold

Nike Inc. Class B — Int/Div — Buy (add'l)

Nike Inc. Class B — Buy (add'l)

Nike Inc. Class B — Buy (add'l)

Nike Inc. Class B — Buy (add'l)

Apple — Int/Div — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Ralph Lauren — Int/Div — Sold (part)

Ralph Lauren — Sold

Lululemon Athletica — None — Buy (add'l)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Surbucks — Int/Div — Buy (add'l)

Visalnc CL A — Int/Div — Buy (add'l)

Visalnc CL A — Sold (part)

Visalnc CL A — Sold (part)

AMC Networks, Inc — None — Sold (part)

LVMH MOET — Int/Div — Sold (part)

LVMH MOET — Sold (part)

United Parcel Service — Int/Div — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

The Priceline Group — None — Sold (part)

The Priceline Group — Sold (part)

Amazon — None — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold

Comcast Corporation — Int/Div — Buy (add'l)

Comcast Corporation — Buy (add'l)

Comcast Corporation — Sold (part)

Comcast Corporation — Sold (part)

Comcast Corporation — Buy (add'l)

General Mills — Int/Div — Sold (part)

General Mills — Sold (part)

General Mills — Sold

McDonalds — Int/Div

Nestle (1) (Y)

Tiffany & Co — Int/Div — Buy (add'l)

Tiffany & Co — Sold (part)

Tiffany & Co — Sold

Twitter — None — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Sold (part)

Twitter — Sold (part)

Twitter — Sold

Wal-mart Stores — Int/Div — Buy (add'l)

Wal-mart Stores — Sold (part)

Carmival Corp — Int/Div — Buy

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Estee Lauder — None — Buy

Estee Lauder — Buy (add'l)

Facebook Class A — None — Buy

Facebook Class A — Buy (add'l)

Facebook Class A — Buy (add'l)

Facebook Class A — Buy (add'l)

Facebook Class A — Buy (add'l)

Fubit, Inc Class A — None — Buy

Fubit, Inc Class A — Buy (add'l)

Fubit, Inc Class A — Buy (add'l)

Fubit, Inc Class A — Buy (add'l)

Fubit, Inc Class A — Sold (part)

Fubit, Inc Class A — Sold

Heineken NV FADR — Int/Div — Buy

Heineken NV FADR — Buy (add'l)

Heineken NV FADR — Buy (add'l)

Heineken NV FADR — Buy (add'l)

Heineken NV FADR — Buy (add'l)

Heineken NV FADR — Sold (part)

Marriott Int] Inc. Class A — Int/Div — Buy

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Buy (add'l)

Marriott Int] Inc. Class A — Sold (part)

Microsoft Corp — Int/Div — Buy

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Paypal Holdings — None — Buy

Paypal Holdings — Buy (add'l)

Paypal Holdings — Buy (add'l)

Paypal Holdings — Buy (add'l)

Cash, Schwab Govt Money Fund — Interest

Cash, Schwab Deposit Accounts (X) — Interest

Bank of Hapoalim 0.4% CD 1/19/16 — Interest — Matured

Bank of the West 0.3% CD 1/15/16 — Interest — Matured

US Treasury Bill Due 1/7/16 — Matured

US Treasury Bill Due 7/14/16 — Interest — Buy

US Treasury Bill Due 7/14/16 — Matured

US Treasury Bill Due 7/31/17 — None — Buy

Bank of China CD Due 10°27/16 — Interest — Buy

Bank of China CD Due 10°27/16 — Matured

Everbank CD Due 7/19/16 — Interest — Buy

Everbank CD Due 7/19/16 — Matured

Comenity Cap Bank CD Due 7/19/16 — Interest — Buy

Comenity Cap Bank CD Due 7/19/16 — Matured

Bank of India CD Due 1/25/17 — None — Buy

First Natl Bank CD 2/6/17 — None — Buy

Trust # 2 IRA (H)

Apple — Int/Div — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Buy (add'l)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Buy (add'l)

Alphabet Inc. Class € — None — Sold (part)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Buy (add'l)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Buy (add'l)

Diageo, PLC — Int/Div — Buy (add'l)

Diageo, PLC — Buy (add'l)

Diageo, PLC — Buy (add'l)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Sold (part)

Diageo, PLC — Buy (add'l)

Diageo, PLC — Buy (add'l)

Diageo, PLC — Buy (add'l)

Diageo, PLC — Buy (add'l)

Nestle — Int/Div — Sold (part)

Nestle — Buy (add'l)

Nestle — Sold (part)

Nestle — Sold (part)

Nestle — Sold (part)

Nestle — Sold (part)

Nestle — Sold (part)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

Time Warner — Int/Div — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Buy (add'l)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Anheuser-Busch InBev — None — Sold (part)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold

Disney Walt Co — Int/Div — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Buy (add'l)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Williams Sonoma — Int/Div — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — put)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Cheesecake Factory Inc — Int/Div — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold

Nike Inc — Int/Div — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

bad) — Buy (add'l)

bad) — Buy (add'l)

pak) — Buy (add'l)

Ralph Lauren — Int/Div — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold

Lululemon Athletica — None — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

RITES — Buy (add'l)

RITES — Buy (add'l)

RITES — Buy (add'l)

RITES — Buy (add'l)

RITES — Buy (add'l)

RIT) — Sold (part)

RIT) — Sold (part)

AMC Networks Inc — None — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

AMC Networks Inc — Sold (part)

General Mills — Int/Div — Sold (part)

General Mills — Sold (part)

General Mills — Sold (part)

General Mills — Sold (part)

General Mills — Sold (part)

General Mills — Sold

LVMH MOET — Int/Div — Sold (part)

LVMH MOET — Buy (add'l)

LVMH MOET — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

Pricelme Group — None — Buy (add'l)

Pricelme Group — Buy (add'l)

Pricelme Group — Sold (part)

Pricelme Group — Sold (part)

Pricelme Group — Sold (part)

R¥3] — Sold (part)

R¥3] — Sold (part)

R¥3] — Sold (part)

R¥3] — Sold (part)

R¥3] — Sold (part)

Adb6 — Sold (part)

Starbucks — Int/Div — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

United Parcel Service — Int/Div — Buy (add'l)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

Visa, Inc — Int/Div — Sold (part)

Visa, Inc — Buy (add'l)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

ARO. — Sold (part)

ARO. — Buy (add'l)

ARO. — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

Amazon — None — Sold (part)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold

Comcast — Int/Div — Buy (add'l)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

Comcast — Sold (part)

McDonalds — Int/Div — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

Tiffany & Co — Int/Div — Buy (add'l)

Tiffany & Co — Sold (part)

Tiffany & Co — Sold (part)

Tiffany & Co — Sold (part)

Tiffany & Co — Sold

Twitter — None — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Buy (add'l)

Twitter — Sold (part)

Twitter — Sold (part)

Twitter — Sold

Walmart — Int/Div — Sold (part)

Walmart — Sold (part)

Walmart — Sold (part)

Walmart — Sold (part)

Walmart — Sold (part)

Walmart — Sold (part)

Walmart — Buy (add'l)

Walmart — Buy (add'l)

Walmart — Sold (part)

Walmart — Sold (part)

Walmart — Buy (add'l)

Walmart — Sold (part)

Walmart — Buy (add'l)

Carnival Corp — Int/Div — Buy

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Sold (part)

Carnival Corp — Buy (add'l)

Carnival Corp — Buy (add'l)

Carnival Corp — Sold (part)

Estee Lauder Co, Inc. Class A — None — Buy

Facebook, Inc. Class A — None — Buy

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Sold (part)

Facebook, Inc. Class A — Sold (part)

Facebook, Inc. Class A — Sold (part)

Facebook, Inc. Class A — Sold (part)

Facebook, Inc. Class A — Sold (part)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Facebook, Inc. Class A — Buy (add'l)

Fubit Inc. Class A — None — Buy

Fubit Inc. Class A — Buy (add'l)

Fubit Inc. Class A — Buy (add'l)

Fubit Inc. Class A — Buy (add'l)

Fubit Inc. Class A — Buy (add'l)

Fubit Inc. Class A — Buy (add'l)

Fubit Inc. Class A — Buy (add'l)

Fubit Inc. Class A — Buy (add'l)

Fubit Inc. Class A — Buy (add'l)

Fubit Inc. Class A — Sold (part)

Fubit Inc. Class A — Sold (part)

Fubit Inc. Class A — Sold

Heineken NV — Int/Div — Buy

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S08. — Buy (add'l)

S08. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

Marriott Intl Inc. Class A — Int/Div — Buy

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Buy (add'l)

Marriott Intl Inc. Class A — Sold (part)

Marriott Intl Inc. Class A — Sold (part)

Marriott Intl Inc. Class A — Sold (part)

Marriott Intl Inc. Class A — Sold (part)

Microsoft Corp — Int/Div — Buy

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Sold (part)

Paypal Holdings Inco — None — Buy

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

SH). — Buy (add'l)

SH). — Buy (add'l)

SH). — Sold (part)

SH). — Buy (add'l)

Cash, Schwab Govt Money Fund — Interest

Cash, Schwab Deposit Accounts (X) — Interest

US Treasury Bill Due 1/7/16 — Interest — Matured

Bank of China 0.25% CD Due 1/15/16 — Interest — Matured

Bank of the West 0.3% CD Due 1/15/16 — Interest — Matured

Bank Baroda NY 0.3% CD Due 1/13/16 — Interest — Matured

Bank Hapoalim 0.4% CD Due 1/19/16 — Interest — Matured

US Treasury Bill Due 1/6/16 — Buy

US Treasury Bill Due 1/6/16 — Matured

Santander Bank CD Due 10/20/16 — Interest — Buy

Santander Bank CD Due 10/20/16 — Matured

Mizuho Bank CD Due 7/20/16 — Interest — Buy

Mizuho Bank CD Due 7/20/16 — Matured

Safra Natl Bank CD Due 10/28/16 — Interest — Buy

Safra Natl Bank CD Due 10/28/16 — Matured

Goldman Sachs Bank CD Due 10/13/16 — Interest — Buy

S80. — Matured

Bank of China New CD 7/13/17 — None — Buy

Bank of India CD Due 1/25/17 — None — Buy

Capital One Bank CD Due 4/19/17 — None — Buy

Citizens Bank CD Due 2/2/17 — None — Buy

Wells Fargo Bank CD Due 11/3/17 — Interest — Buy

Trust #2 3 (H)

Exxon Mobil — Int/Div — Sold (part)

Pepsico — Int/Div

Diageo PLC — Int/Div — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Sold (part)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Alphabet Inc. Class € — None — Sold (part)

Alphabet Inc. Class € — Sold (part)

Alphabet Inc. Class € — Sold (part)

Nestle — Int/Div — Sold (part)

Nestle — Sold (part)

Nestle — Sold (part)

Time Warner Inc — Int/Div — Buy (add'l)

Time Warner Inc — Sold (part)

Anheuser-Busch InBey — None — Sold (part)

Anheuser-Busch InBey — Sold

Disney Walt Co — Int/Div

Williams Sonoma — Int/Div — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Cheesecake Factory — Int/Div — Sold (part)

Cheesecake Factory — Sold (part)

Cheesecake Factory — Sold (part)

Cheesecake Factory — Sold (part)

Cheesecake Factory — Sold (part)

Cheesecake Factory — Sold (part)

Cheesecake Factory — Sold

Nike lnc Class B — Int/Div — Buy (add'l)

Nike lnc Class B — Buy (add'l)

Nike lnc Class B — Buy (add'l)

Nike lnc Class B — Buy (add'l)

Nike lnc Class B — Buy (add'l)

Nike lnc Class B — Buy (add'l)

Nike lnc Class B — A

Nike lnc Class B — Buy (add'l)

Apple — Int/Div — Buy (add'l)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Ralph Lauren — Int/Div — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold

Lululemon Athletics — None — Sold (part)

Lululemon Athletics — Sold (part)

650), — Sold (part)

650), — Sold (part)

650), — Sold (part)

650), — Sold (part)

650), — Buy (add'l)

650), — Buy (add'l)

AMC Networks — None — Sold (part)

AMC Networks — Buy (add'l)

AMC Networks — Sold (part)

AMC Networks — Sold (part)

AMC Networks — Buy (add'l)

AMC Networks — Sold (part)

AMC Networks — prt)

AMC Networks — Sold (part)

AMC Networks — Sold (part)

AMC Networks — Sold (part)

AMC Networks — Sold (part)

AMC Networks — Sold (part)

LVMH MOET — Int/Div — Sold (part)

LVMH MOET — Buy (add'l)

LVMH MOET — Sold (part)

LVMH MOET — Sold (part)

The Priceline Group — None — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

The Priceline Group — Sold (part)

Starbucks — Int/Div

United Parcel Service — Int/Div — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

Visa — Int/Div — Sold (part)

Visa — Sold (part)

Visa — Sold (part)

Visa — Sold (part)

Visa — Sold (part)

Amazon — None — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Amazon — Sold

Comcast — Int/Div — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Buy (add'l)

Comcast — Sold (part)

General Mills — Int/Div — Sold (part)

General Mills — Sold (part)

General Mills — Sold

McDonalds — Int/Div — Sold (part)

Tiffany & Co — Int/Div — Buy (add'l)

Tiffany & Co — Sold (part)

Tiffany & Co — Sold (part)

T04, — Sold (part)

T04, — Sold

Twitter — None — Buy (add'l)

Twitter — Buy (add'l)

T08. — Buy (add'l)

T08. — Buy (add'l)

T08. — Buy (add'l)

T08. — Buy (add'l)

T08. — Buy (add'l)

T13. — Sold (part)

T13. — Sold (part)

T13. — Sold

Wal-Mart Stores — Int/Div — Sold (part)

Wal-Mart Stores — Sold (part)

TIS. — Sold (part)

Carmival Corp — Int/Div — Buy

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Buy (add'l)

Carmival Corp — Sold (part)

Estee Lauder Co, Inc. Class A — None — Buy

Estee Lauder Co, Inc. Class A — Buy (add'l)

Estee Lauder Co, Inc. Class A — Buy (add'l)

Facebook Inc Class A — None — Buy

Facebook Inc Class A — Buy (add'l)

Facebook Inc Class A — Buy (add'l)

Facebook Inc Class A — Buy (add'l)

Facebook Inc Class A — Buy (add'l)

T16. — Buy (add'l)

Fubit, Inc. Class A — None — Buy

Fubit, Inc. Class A — Buy (add'l)

Fubit, Inc. Class A — Buy (add'l)

Fubit, Inc. Class A — Buy (add'l)

Fubit, Inc. Class A — Buy (add'l)

Fubit, Inc. Class A — Buy (add'l)

Fubit, Inc. Class A — Buy (add'l)

Fubit, Inc. Class A — Buy (add'l)

Fubit, Inc. Class A — Sold (part)

Fubit, Inc. Class A — Sold (part)

Fubit, Inc. Class A — Sold (part)

Fubit, Inc. Class A — Sold

Heineken NV — Int/Div — Buy

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Heineken NV — Buy (add'l)

Marriott Int] Inc. Class A — Int/Div — Buy

Marriott Int] Inc. Class A — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

T66. — Buy (add'l)

Microsoft Corp — Int/Div — Buy

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Buy (add'l)

Paypal Holdings Inco — None — Buy

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

Paypal Holdings Inco — Buy (add'l)

US Treasury Bill Due 1/7/16 — Interest — Matured

US Treasury Bill Due 7/7/16 — Interest — Buy

US Treasury Bill Due 7/7/16 — Matured

US Treasury Bill Due 5/4/17 — None — Buy

Bank of India CD Due 2/8/17 — None — Buy

Cash, Schwab Govt Money Fund — Interest

Trust #4 (H)

Cash. Sch MA Muni MMF (X) — Interest

Massachusetts St Dev Fin Bond, 5%, 09/01/2019 — Interest

Town of Braintree MA 5%. 05/15/2019 — Interest

Houston Tex ARPT Sys Rev 5%, 07012021 — Interest

Massachusetts St Wer § %. 08/01/2021 — Interest

Broward Cnty Fla 5%. 10/01/2017 — Interest — Sold (part)

Pisfield Mass Rdg St 5%, 03/01/2020 — Interest

Massachusetts Bay Transn Auth 5% 07/012022 — Interest

Tyler TX Indep Sch Dist $% 02/15/2023 (Note 2) — Interest — Sold

Nebraska St Public Powr Dist 5% 01/01/2025 (Note 3) — Interest

Marshfield MA Muni Purpose Bond 117012024 — Interest

Althens. AL 5% 02/01/2023 — Interest

MAST Wir Poll 5% 0801/2017 — Interest

TX Southmost CLG 5% 02/15/2025 — Interest

Peabody, MA 4% Due 7/15/21 — Interest

MA ST DEV 4.5% Due 7/1/28 — Interest

Georgetown, MA 4% Due 5/1/20 — Interest

MA ST FED HWY 5% Due &/15/26 — Interest

MA ST SCH BLDG AUTH 5% Due R159 — Interest

Sudbury MA 3% Due 08/15/17 — Interest — Buy

Sudbury MA 3% Due 08/15/17 — Sold

Boston MA 4% Due 0301/27 — Interest — Buy

Foxborough MA 4% Due 05/15/25 — Interest — Buy

MA SR Trans FD 5" Due 06/01/27 — Interest — Buy

Trust £ 5S IRA (H)

ALPS ETF TR Alerian MLP — Int/Div

Altria Group Inc — Int/Div

Bank of Montreal — Int/Div

BCE Inc. New — Int/Div

Wellower. Inc — Int/Div

Lockheed Martin Corp. — Int/Div

Merck & Co Inc — Int/Div

Microchip Technology Inc — Int/Div — Sold (part)

Roval Dutch Shell PLC — Int/Div

American Electric Power — Int/Div

Chevron — Int/Div

HSBC Holdings PLC — Int/Div — Buy (add'l)

Weyerhaeuser (received thru merger, by Plum Creek Timber surrender) — Int/Div — Open

Plum Creek Timber Co (surrendered for Weyerhaeuser shares) — Int/Div — with line 823)

Simon Property Group, Inc — Int/Div

GluxoSmithKine — Int/Div

Revnolds American — Int/Div

Digital Realty Trust, Inc — Int/Div

Duke Energy — Int/Div

Eaton Corporation — Int/Div

Venzon — Int/Div

Seagate Technology — Int/Div — Sold

Abbvie — Int/Div — Buy

Federated Money Markt Oblig Tr Automated Govt Money Tr(Y)

Board Member, Tufts Medical Center Board of Governors

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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Norman H. Stahl | Frix