Joseph A. Greenaway jr

2017Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 258

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 2

    debts

  • 5

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • ABA Litigation Magazine
  • American Express
  • Citibank Mastercard
  • Lmversity of Tennessee College of Law
  • Harvard Law School
  • self employed consultant

As filed

AT&T (Y)

Merck common stock — Int/Div — Buy (add'l)

Merck common stock — Buy (add'l)

Microsoft — Int/Div — Sold (part)

Microsoft — Sold (part)

Microsoft — Sold (part)

McDonalds common stock — Int/Div — Buy (add'l)

McDonalds common stock — Sold (part)

McDonalds common stock — Sold (part)

McDonalds common stock — Sold (part)

Johnson & Johnson common stock — Int/Div — Buy (add'l)

Johnson & Johnson common stock — Buy (add'l)

US. Savings Bonds — Interest

Citibank (checking & savings) — Interest

Disney common stock — Int/Div

Intel common stock — Int/Div

Johnson & Johnson 401(k) Diversified Equity Fund — Int/Div

US. Treasury Strips (Y)

GE common stock — Int/Div

Pfizer common stock — Int/Div — Buy (add'l)

Pfizer common stock — Buy (add'l)

Comcast common stock — Int/Div — Buy (add'l)

Comcast common stock — Buy (add'l)

Wells Fargo Securities IRA money market cash sweeps account — hy

Northwestern Mutual Life Insurance — None

Vanguard 401K Healthcare Fund — Int/Div — Sold (part)

Vanguard 401K Healthcare Fund — Sold (part)

Vanguard 401K Healthcare Fund — Sold

Vanguard 401K Total Stock Market Index — Int/Div — Sold (part)

Vanguard 401K Total Stock Market Index — Sold (part)

Vanguard 401K Total Stock Market Index — Sold

Vanguard 401K Dividend Growth — Int/Div — Sold (part)

Vanguard 401K Dividend Growth — Sold (part)

Vanguard 401K Dividend Growth — Sold

Alphabet common stock — None — Sold (part)

Alphabet common stock — Sold (part)

Alphabet common stock — Sold (part)

Apple common stock — Int/Div — Buy (add'l)

Apple common stock — Buy (add'l)

AllianceBemstein Large-Cap Growth Fund — Int/Div

AllianceBernstein Global Thematic Growth Fund — None

Oppenheimer Main Street Fund — Int/Div

ADP common stock — Int/Div

Facebook — None — Sold (part)

Facebook — Sold (part)

Vanguard Windsor Fund — Int/Div — Sold

Vanguard 401K Value Index Fund — Int/Div — Sold (part)

Vanguard 401K Value Index Fund — Sold (part)

Vanguard 401K Value Index Fund — Sold

Vanguard 401K Prime Money Market Fund y) — Sold (part)

Chase Bank — Interest

Chase Bank — Int/Div — Sold (part)

Chase Bank — Sold

Amazon — None — Sold (part)

Amazon — Sold (part)

Amazon — Sold (part)

Vanguard Small Cap Index Admiral Fund — Int/Div — Sold (part)

Vanguard Small Cap Index Admiral Fund — Sold (part)

Vanguard Small Cap Index Admiral Fund — Sold (part)

Vanguard Small Cap Index Admiral Fund — Sold

Vanguard Mid Cap Value Index Admiral — Int/Div — Sold (part)

Vanguard Mid Cap Value Index Admiral — Sold (part)

Vanguard Mid Cap Value Index Admiral — Sold

Vanguard Wellington Admiral Fund — Int/Div — Sold (part)

Vanguard Wellington Admiral Fund — Sold (part)

Vanguard Wellington Admiral Fund — Sold

Fidelity Low Priced Stock Fund — Int/Div — Sold (part)

Fidelity Low Priced Stock Fund — Sold (part)

Fidelity Low Priced Stock Fund — Sold (part)

Fidelity Low Priced Stock Fund — Sold

Prudential Jennison Blend Fund Inc. (X) — Int/Div

Vanguard Interm. Bond Index Admiral Fund — Int/Div — Buy

Vanguard Interm. Bond Index Admiral Fund — Sold

Vanguard Short Term Bond Index Admiral — Int/Div — Buy

Vanguard Short Term Bond Index Admiral — Sold

Vanguard Total Bond Market Fund — Int/Div — Buy

Vanguard Total Bond Market Fund — Sold

Vanguard Total Int'l Stock Index Fund — Int/Div — Buy

Vanguard Total Int'l Stock Index Fund — Sold (part)

Vanguard Total Int'l Stock Index Fund — Sold

pwn Ret. Plan for Offs, Vanguard Target Retirement 2035 (X) — Int/Div

pms Vol. Ret Sav. Plan Vanguard Target Retirement 2035 (X) — Int/Div

pms Vol. Ret Sav. Plan Vanguard Target Retirement 2035 (X) — Int/Div — Buy

pms Vol. Ret Sav. Plan Vanguard Target Retirement 2035 (X) — Buy (add'l)

Accenture — None — Buy

Accenture — Buy (add'l)

Amgen, Inc — Int/Div — Buy

Amgen, Inc — Buy (add'l)

Anheuser-Busch — Int/Div — Buy

Anheuser-Busch — Buy (add'l)

Applied Materials Inc — Int/Div — Buy

Applied Materials Inc — Buy (add'l)

AXA Spons ADR — None — Buy

AXA Spons ADR — Buy (add'l)

Bank of New York Mellon Corp. — None — Buy

Bank of New York Mellon Corp. — Buy (add'l)

Becton Dickson — Int/Div — Buy

Becton Dickson — Buy (add'l)

Berkshire Hathaway — None — Buy

Berkshire Hathaway — Buy (add'l)

Biogen Inc — None — Buy

Biogen Inc — Buy (add'l)

Blackrock. Inc. common stock — Int/Div — Buy

Blackrock. Inc. common stock — Buy (add'l)

Broadcom LTD — Int/Div — Buy

Broadcom LTD — Buy (add'l)

California St. Dept. 3.127% 12/01/29 — Interest — Buy

Canadian National Railway — Int/Div — Buy

Canadian National Railway — Buy (add'l)

Carhsle Cos. Inc — Int/Div — Buy

Carhsle Cos. Inc — Buy (add'l)

Charles Schwab Corp. common stock — None — Buy

Charles Schwab Corp. common stock — Buy (add'l)

Chevron Corp. — Int/Div — Buy

Chevron Corp. — Buy (add'l)

Clorox — None — Buy

Clorox — Buy (add'l)

Cognizant Technology Solutions Corp — Int/Div — Buy

Cognizant Technology Solutions Corp — Buy (add'l)

Credit Suisse Commodity Return Strat Fund — None — Buy

Credit Suisse Commodity Return Strat Fund — Buy (add'l)

Crown Holdings — None — Buy

Crown Holdings — Buy (add'l)

CVS Health Comp. — None — Buy

CVS Health Comp. — Buy (add'l)

Danaher Corp. — Int/Div — Buy

Danaher Corp. — Buy (add'l)

Danone Spons ADR — None — Buy

Danone Spons ADR — Buy (add'l)

Deere & Co — Int/Div — Buy

Deere & Co — Buy (add'l)

Deutsche Telekom — None — Buy

Deutsche Telekom — Buy (add'l)

Discover Bank CD 2.35% 9/13/22 — Interest — Buy

Durham NC LTD 3.3% 10/1/27 — Interest — Buy

Emerson Electric Co. — Int/Div — Buy

Emerson Electric Co. — Buy (add'l)

ExxonMobil Comp. — Int/Div — Buy

ExxonMobil Comp. — Buy (add'l)

Federated Prime Cash Obligations — Int/Div — Buy

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Buy (add'l)

Federated Prime Cash Obligations — Sold (part)

Federated Prime Cash Obligations — Buy (add'l)

FedEx Comp — Int/Div — Buy

FedEx Comp — Buy (add'l)

FHLB 2.8% 11/27/24 — Interest — Buy

Haliburton Co. — Int/Div — Buy

Haliburton Co. — Buy (add'l)

Harbor Small Cap Value — Int/Div — Buy

Harbor Small Cap Value — Buy (add'l)

Honeywell Intemational Inc — Int/Div — Buy

Honeywell Intemational Inc — Buy (add'l)

Intercontinental Exchange — Int/Div — Buy

iShares Core S&P 500 ETF — Int/Div — Buy

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P Mid Cap ETF — Int/Div — Buy

iShares Core S&P Mid Cap ETF — Buy (add'l)

iShares Core S&P Small Cap ETF — Int/Div — Buy

iShares Core S&P Small Cap ETF — Buy (add'l)

iShares MSCI EAFE Small Cap ETF — Int/Div — Buy

iShares MSCI EAFE Small Cap ETF — Buy (add'l)

iShares S&P Midcap 400 Growth ETF — Int/Div — Buy

iShares S&P Midcap 400 Growth ETF — Buy (add'l)

JP Morgan Chase common stock — None — Buy

JP Morgan Chase common stock — Buy (add'l)

Las Vegas Sands — Int/Div — Buy

Las Vegas Sands — Buy (add'l)

Lowes Cos. Inc — None — Buy

Lowes Cos. Inc — Buy (add'l)

Mastercard, Inc — None — Buy

Mastercard, Inc — Buy (add'l)

Matenals Select Sector SPDR Fund — Int/Div — Buy

Matenals Select Sector SPDR Fund — Buy (add'l)

Matthews Pacific Tiger Inst — Int/Div — Buy

Matthews Pacific Tiger Inst — Buy (add'l)

Medtronic — Int/Div — Buy

Medtronic — Buy (add'l)

New York. NY 3.058% 10/01/29 — Interest — Buy

Nike Inc — None — Buy

Oracle — None — Buy

Oracle — Buy (add'l)

PACCAR Inc — Int/Div — Buy

PACCAR Inc — Buy (add'l)

Pepsico Inc — Int/Div — Buy

Pepsico Inc — Buy (add'l)

Pioneer Natural Resources Co. — None — Buy

Pioneer Natural Resources Co. — Buy (add'l)

Priceline Group Inc — None — Buy

Priceline Group Inc — Buy (add'l)

Procter & Gamble Co. — None — Buy

Procter & Gamble Co. — Buy (add'l)

Progressive Corp. Ohio — None — Buy

Progressive Corp. Ohio — Buy (add'l)

Salesforce.com — None — Buy

Salesforce.com — Buy (add'l)

SAP SE SPONS ADR — None — Buy

SAP SE SPONS ADR — Buy (add'l)

Schlumberger LTD — None — Buy

Schlumberger LTD — Sold

Signature Bank — None — Buy

Signature Bank — Buy (add'l)

Sony — None — Buy

Sony — Buy (add'l)

Starbucks Corp — Int/Div — Buy

Starbucks Corp — Buy (add'l)

Sysco Corp. — None — Buy

Sysco Corp. — Buy (add'l)

Texas Instruments — None — Buy

Texas Instruments — Buy (add'l)

Union Pacific Corp — Int/Div — Buy

Union Pacific Corp — Buy (add'l)

United Health Group Inc — Int/Div — Buy

United Health Group Inc — Buy (add'l)

Univ. of Hawaii 3.28% 10/1/27 — Interest — Buy

Univ. of Hawaii 3.38% 10/1/28 — Interest — Buy

US Bancorp New — Int/Div — Buy

US Bancorp New — Buy (add'l)

Unlities Select Sector SPDR Fund — Int/Div — Buy

Unlities Select Sector SPDR Fund — Buy (add'l)

Vanguard FTSE Developed Markets ETF — Int/Div — Buy

Vanguard FTSE Developed Markets ETF — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Int/Div — Buy

Vanguard FTSE Emerging Markets ETF — Buy (add'l)

Vanguard FTSE Europe ETF — Int/Div — Buy

Vanguard FTSE Europe ETF — Buy (add'l)

Vanguard REIT ETF — Int/Div — Buy

Vanguard REIT ETF — Buy (add'l)

Vanguard S/T Investment Grade FD-ADM — Int/Div — Buy

Vanguard S/T Investment Grade FD-ADM — Buy (add'l)

Vanguard S/T Investment Grade FD-ADM — Buy (add'l)

Vanguard S/T Investment Grade FD-ADM — Sold (part)

Vanguard S/T Investment Grade FD-ADM — Sold (part)

Vanguard S/T Investment Grade FD-ADM — Sold (part)

Vanguard S/T Investment Grade FD-ADM — Sold (part)

Verizon — None — Buy

Verizon — Buy (add'l)

Wells Fargo & Co. common stock — None — Buy

Associate Editor, ABA Litigation Magazine

Trustee

Agreement — 9496 — Johnson & Johnson Employee Savings Plan

Agreement — 96 — Johnson & Johnson Pension Plan

Liability — American Express — Credit Card

Liability — Citibank Mastercard — Credit Card

Reimbursement — June 8-10, 2017 — New York, NY — Attend Board of Trustees meeting — transportanon, lodging, meals

Reimbursement — October 5-6, 2017 — New York, NY — Attend Board of Trustees meeting — transportation, lodgimg, meals

Reimbursement — Lmversity of Tennessee College of Law — October 19-20, 2017 — Knoxville, I'N — Judge moot court competition — transportation, lodgmg, meals

Reimbursement — Harvard Law School — October 26-27, 2017 — Cambridge, MA — Speak on panel — transportation, lodging

Reimbursement — November 30- December 2.2017 — New York, NY — Attend Board of Trustees meeting — transportation, lodging, meals

Income — 27 — $26,925.00

Spouse's income — 2007 — self employed consultant

Comments to Section VII.

On line 24, I list Northwestern Mutual Life Insurance. This policy is a whole life policy

On lines 81 and 82, 1 have added two mutual fund accounts, In 2017, 1 got married. These accounts belong to my new wife.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.