—
Net Worth Est.
$40.5KTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$32.5K
Stocks
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Wells Fargo Bank [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
BK Bank of New York Mellon Corporation (BK) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- California Legislators' Retirement System [PE]Pensions | Undetermined | $5,001 - $15,000 | Pension Payment | 2023 | |
- California Public Employees' Retirement System [PE]Pensions | Undetermined | $2,501 - $5,000 | Pension Payment | 2023 | |
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
BK Bank of New York Mellon Corporation (BK) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- California Public Employees' Retirement System [PE]Pensions | Undetermined | $2,501 - $5,000 | Pension Payment | 2022 | |
- California Legislators' Retirement System [PE]Pensions | Undetermined | $5,001 - $15,000 | Pension Payment | 2022 | |
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
BK Bank of New York Mellon Corporation (BK) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- California Legislators' Retirement System [PE]Pensions | Undetermined | $5,001 - $15,000 | Pension Payment | 2021 | |
- California Public Employees' Retirement System [PE]Pensions | Undetermined | $2,501 - $5,000 | Pension Payment | 2021 | |
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
BK Bank of New York Mellon Corporation (BK) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- California Legislators' Retirement System [PE]Pensions | Undetermined | $5,001 - $15,000 | Pension Payment | 2020 | |
- California Public Employees' Retirement System [PE]Pensions | Undetermined | $2,501 - $5,000 | Pension Payment | 2020 | |
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2019 |
BK Bank of New York Mellon Corporation (BK) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- California Legislators' Retirement System [PE]Pensions | Undetermined | $5,001 - $15,000 | Pension Payment | 2019 | |
- California Public Employees' Retirement System [PE]Pensions | Undetermined | $2,501 - $5,000 | Pension Payment | 2019 | |
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
BK Bank of New York Mellon Corporation (BK) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- California Legislators' Retirement System [PE]Pensions | Undetermined | $5,001 - $15,000 | Pension Payment | 2018 | |
- California Public Employees' Retirement System [PE]Pensions | Undetermined | $2,501 - $5,000 | Pension Payment | 2018 | |
- Oppenheimer Funds Symbol OAAAX, Portfolio Solutions [MF]Mutual Funds | None | SP | $5,001 - $15,000 | Liquidation of Retirement Plan | 2018 |
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- Oppenheimer Funds Symbol OAAAX, Portfolio Solutions [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
BK Bank of New York Mellon Corporation (BK) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- California Legislators' Retirement System [PE]Pensions | Undetermined | $5,001 - $15,000 | Pension Payment | 2017 | |
- California Public Employees' Retirement System [PE]Pensions | Undetermined | $2,501 - $5,000 | Pension Payment | 2017 | |
- Security Benefits Investment Mix/Fidelity Adv Value Strategies [MF]Mutual Funds | None | SP | $5,001 - $15,000 | Capital Gains, Principal | 2017 |
- Security Benefits Investments/Guggenheim World Equity Income [MF]Mutual Funds | None | SP | $5,001 - $15,000 | Capital Gains, Principal | 2017 |
- Wells Fargo Bank | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- Oppenheimer Funds Symbol OAAAX, Portfolio Solutions | $1,001 - $15,000 | SP | 2016 | ||
- Security Benefit Investments/Guggenheim World Equity Income | $1,001 - $15,000 | SP | 2016 | ||
- Security Benefits Investment Mix/Fidelity Adv Value Strategies | $1,001 - $15,000 | SP | 2016 | ||
BK Bank of New York Mellon Corporation (BK) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- California Public Employees' Retirement System | Undetermined | $2,501 - $5,000 | Pension Payment | 2016 | |
- California Legislators' Retirement System | Undetermined | $5,001 - $15,000 | Pension Payment | 2016 | |
- Wells Fargo Bank | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2015 |
- Security Benefit Investments/Guggenheim World Equity Income | $1,001 - $15,000 | SP | 2015 | ||
- Oppenheimer Funds Symbol OAAAX, Portfolio Solutions | $1,001 - $15,000 | SP | 2015 | ||
- Security Benefits Investment Mix/Fidelity Adv Value Stategies | $1,001 - $15,000 | SP | 2015 | ||
BK Bank of New York Mellon Corporation (BK) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- California Public Employees' Retirement System | Undetermined | $2,501 - $5,000 | Pension payment | 2015 | |
- California Legislators' Retirement System | Undetermined | $5,001 - $15,000 | Pension payment | 2015 | |
- Wells Fargo Bank | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2014 |
- Security Benefit Investments/Guggenheim World Equity Income | $1,001 - $15,000 | SP | 2014 | ||
- Oppenheimer Funds Symbol OAAAX, Portfolio Solutions | $1,001 - $15,000 | SP | 2014 | ||
- Security Benefits Investment Mix/Fidelity Adv Value Stategies | $1,001 - $15,000 | SP | 2014 | ||
BK Bank of New York Mellon Corporation (BK) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- California Legislators' Retirement System | Undetermined | $5,001 - $15,000 | Pension payment | 2014 | |
- California Public Employees' Retirement System | Undetermined | $2,501 - $5,000 | Pension payment | 2014 | |
- Wells Fargo Bank | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2013 |
- Security Benefits Investment Mix/Fidelity Adv Value Stategies | $1,001 - $15,000 | SP | 2013 | ||
- Security Benefit Investments/Guggenheim World Equity Income | $1,001 - $15,000 | SP | 2013 | ||
- Oppenheimer Funds | $1,001 - $15,000 | SP | 2013 | ||
BK Bank of New York Mellon Corporation (BK) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 |
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