Nancy J. Koppe

2016Annual

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

  • 66

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

VACAVA Inc — None

Commercial Prop #1, Las Vegas, NV — Rent

IRA Z(H)

Apple common stock — Int/Div

Baxalta common stock — Int/Div — Sold

Boeing common stock — Int/Div

Cemex common stock — Distribution

Chesapeake Energy common stock — None

Chevron common stock — Int/Div

Citizens Bank CDs — None — Buy

Disney common stock — Int/Div

Gilead Sciences common stock — Int/Div

Philip Morris common stock — Int/Div — Sold (part)

Philip Morris common stock — Sold (part)

Philip Morris common stock — Sold

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

Rogers Communications common stock — Int/Div — Sold

Schlumberger common stock — Int/Div

Southwest Airlines common stock — Int/Div — Sold

Vanguard Total Stock Market ETF — Int/Div — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

IRA #2 (H)

Baxalta common stock — Int/Div — Sold

Boeing common stock — Int/Div

First Virginia Community Bank CDs — None — Buy

Cnlead Sciences common stock — Int/Div

Schlumberger common stock — Int/Div

Southwest Airlines common stock — Int/Div — Sold

Vanguard Total Stock Market ETF — Int/Div

College Savings Accs (H)

New Hampshire Bank Deposit Portfolio — None — Buy

New Hampshire Total Market Index Portfolio — None — Buy (add'l)

New Hampshire Total Market Index Portfolio — Buy (add'l)

UTMA Accs (H)

Exxon Mobile common stock — Int/Div

Apple common stock — Int/Div

Baxalta common stock — Int/Div — Sold

Chevron common stock — Int/Div

Disney common stock — Int/Div

Exxon Mobile common stock — Int/Div

GE common stock — Int/Div

Gilead Sciences common stock — Int/Div

MMM common stock — Int/Div

Philip Morris common stock — Int/Div — Sold (part)

Philip Morris common stock — Sold (part)

Philip Morris common stock — Sold

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

Rogers Communications common stock — Int/Div — Sold

Schlumberger common stock — Int/Div

Southwest Airlines common stock — Int/Div — Sold

SPDR Gold Shares Trust - GLD ETF — None

Vanguard Total Stock Market ETF — Int/Div — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Trust #1 (H)

54. — Distribution

Ally Bank accounts — Interest

Barclays Bank of Delaware accounts — Interest

Goldman Sachs Bank account — Interest — Open

Synchrony Bank accounts — Interest

Nevada State Bank accounts — Interest

Wells Fargo Bank accounts — Interest

AXA Variable Universal Life Insurance Policy (H)

Guaranteed Interest Account — Interest

lvy Funds VIP Mid Cap Growth fund — None — Sold

AXA Whole Life Insurance Policy — Int/Div

Agreement — 2000 — City of Philadelphia Pension - pension upon retirement

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.

Nancy J. Koppe | Frix