—
Net Worth Est.
$7.11MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$4.01M
IRA (Held in Cash)
$1.38M
Stocks
$690.5K
Real Property
$383K
Ownership Interest
$375K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Vanguard Total Stock Market Index Fund [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- Tom's Federal Thrift Savings Plan ⇒ C Fund [IH]IRA (Held in Cash) | $500,001 - $1,000,000 | Tax-Deferred | 2023 | ||
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Cole, Hargrave and Snodgrass [OL]Ownership Interest | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2023 | |
- T. Rowe Price Equity Income Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Vanguard High Yield Tax Exempt Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
- Tom's Federal Thrift Savings Plan ⇒ G Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
- Personal Residence [RP]Real Property | $250,001 - $500,000 | JT | 2023 | ||
- Vanguard Dividend Growth Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
JCI Johnson Controls, Inc. (JCI) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Mid First Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2023 |
- Vanguard Total International Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Vanguard Financial Index Admiral Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | 2023 | ||
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Tom's Federal Thrift Savings Plan ⇒ I Fund [IH]IRA (Held in Cash) | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Fidelity Contrafund [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
DUK Duke Energy Corporation (DUK) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
LNT Alliant Energy Corporation (LNT) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
BDX Becton, Dickinson and Company (BDX) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Burke & Herbert Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2023 | |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
WFC Wells Fargo & Company (WFC) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Tom's Federal Thrift Savings Plan ⇒ F Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Vanguard Energy Investor Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | 2023 | ||
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
ENB Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- Vanguard Real Estate Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | 2023 | ||
VGSH Vanguard Short-Term Treasury ETF (VGSH) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | Capital Gains, Dividends | 2023 | |
- Vanguard Value Index Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Vanguard Growth Index Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Vanguard Small Cap Index Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- 10 Acres of land in Johnson County, Owned with Brother [RP]Real Property | $1,001 - $15,000 | 2023 | |||
EMBC Embecta Corp. (EMBC) [ST]Stocks | $1,001 - $15,000 | JT | Capital Gains, Dividends | 2023 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) [ST]Stocks | $0 - $0 | JT | $1 - $1,000 | par (TROX) [ST] JT | 2023 |
WAG Walgreen Co. (WAG) [ST]Stocks | None | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Tom's Federal Thrift Savings Plan ⇒ C Fund [IH]IRA (Held in Cash) | $500,001 - $1,000,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2022 | |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Vanguard High Yield Tax Exempt Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- Tom's Federal Thrift Savings Plan ⇒ G Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2022 | |
- T. Rowe Price Equity Income Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Personal Residence [RP]Real Property | $250,001 - $500,000 | JT | 2022 | ||
- Vanguard Dividend Growth Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Cole, Hargrave and Snodgrass [OL]Ownership Interest | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2022 | |
- Vanguard Total International Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2022 | |
- Fidelity Contrafund [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
Moore Strategic Communications (Moore) Stock [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2022 | |
- Mid First Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2022 |
- Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
JCI Johnson Controls, Inc. (JCI) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2022 | |
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Burke & Herbert Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2022 | |
DUK Duke Energy Corporation (DUK) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Vanguard Financial Index Admiral Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | 2022 | ||
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2022 | |
- Tom's Federal Thrift Savings Plan ⇒ I Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2022 | |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
WFC Wells Fargo & Company (WFC) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
LNT Alliant Energy Corporation (LNT) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Tom's Federal Thrift Savings Plan ⇒ F Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2022 | |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2022 | |
BDX Becton, Dickinson and Company (BDX) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Vanguard Real Estate Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | 2022 | ||
WAG Walgreen Co. (WAG) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Vanguard Energy Investor Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | 2022 | ||
ENB Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2022 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- Vanguard Growth Index Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- 10 Acres of land in Johnson County, Owned with Brother [RP]Real Property | $1,001 - $15,000 | 2022 | |||
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- Vanguard Value Index Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Vanguard Small Cap Index Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) [ST]Stocks | $0 - $0 | JT | $1 - $1,000 | par (TROX) [ST] JT | 2022 |
- Tom's Federal Thrift Savings Plan ⇒ C Fund [IH]IRA (Held in Cash) | $500,001 - $1,000,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2021 | |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Vanguard High Yield Tax Exempt Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- T. Rowe Price Equity Income Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Tom's Federal Thrift Savings Plan ⇒ G Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2021 | |
- Vanguard Dividend Growth Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Cole, Hargrave and Snodgrass [OL]Ownership Interest | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2021 | |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
Moore Strategic Communications (Moore) Stock [PS]Stock (Not Publicly Traded) | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2021 | |
- Mid First Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2021 |
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2021 | |
- Vanguard Total International Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Personal Residence [RP]Real Property | $100,001 - $250,000 | JT | 2021 | ||
- Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2021 | |
- Fidelity Contrafund [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
JCI Johnson Controls, Inc. (JCI) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Tom's Federal Thrift Savings Plan ⇒ I Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2021 | |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
WFC Wells Fargo & Company (WFC) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Tom's Federal Thrift Savings Plan ⇒ F Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2021 | |
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
LNT Alliant Energy Corporation (LNT) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
BDX Becton, Dickinson and Company (BDX) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Burke & Herbert Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
DUK Duke Energy Corporation (DUK) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2021 | |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2021 | |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
WAG Walgreen Co. (WAG) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
ENB Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2021 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- 10 Acres of land in Johnson County, Owned with Brother [RP]Real Property | $1,001 - $15,000 | 2021 | |||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Vanguard Growth Index Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Vanguard Small Cap Index Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Vanguard Value Index Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) [ST]Stocks | $0 - $0 | JT | $1 - $1,000 | par (TROX) [ST] JT | 2021 |
- Vanguard Intermediate Term Treasury Fund [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Tom's Federal Thrift Savings Plan ⇒ C Fund [IH]IRA (Held in Cash) | $500,001 - $1,000,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2020 | |
- Vanguard High Yield Tax Exempt Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- Vanguard Dividend Growth Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Cole, Hargrave and Snodgrass [OL]Ownership Interest | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2020 | |
- Tom's Federal Thrift Savings Plan ⇒ G Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2020 | |
Moore Strategic Communications (Moore) Stock [PS]Stock (Not Publicly Traded) | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2020 | |
- T. Rowe Price Equity Income Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
JCI Johnson Controls, Inc. (JCI) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Mid First Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2020 |
- Personal Residence [RP]Real Property | $100,001 - $250,000 | JT | 2020 | ||
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2020 | |
- Vanguard Total International Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Fidelity Contrafund [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
BDX Becton, Dickinson and Company (BDX) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Tom's Federal Thrift Savings Plan ⇒ F Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- Burke & Herbert Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2020 | |
- Tom's Federal Thrift Savings Plan ⇒ I Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
WFC Wells Fargo & Company (WFC) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
LNT Alliant Energy Corporation (LNT) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
WAG Walgreen Co. (WAG) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- 457 Sooner Savings ⇒ American Century Income and Growth Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2020 | |
- 457 Sooner Savings ⇒ T Rowe Price Balanced Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- 457 Sooner Savings ⇒ T Rowe Price Blue Chip Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2020 |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
ENB Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
DUK Duke Energy Corporation (DUK) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- 457 Sooner Savings ⇒ BGI SDP Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- 457 Sooner Savings ⇒ Columbia Acorn Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- 457 Sooner Savings ⇒ Dreyfus Premium Leader A Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- 457 Sooner Savings ⇒ Europacific A Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- 457 Sooner Savings ⇒ Janus Small Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, | 2020 |
- 10 Acres of land in Johnson County, Owned with Brother [RP]Real Property | $1,001 - $15,000 | 2020 | |||
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) [ST]Stocks | $0 - $0 | JT | $1 - $1,000 | par (TROX) [ST] JT | 2020 |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- Vanguard High Yield Tax Exempt Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
Moore Strategic Communications (Moore) Stock [PS]Stock (Not Publicly Traded) | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2019 | |
- Cole, Hargrave and Snodgrass [OL]Ownership Interest | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2019 | |
- Tom's Federal Thrift Savings Plan ⇒ C Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- Tom's Federal Thrift Savings Plan ⇒ G Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- Vanguard Dividend Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Fidelity Contrafund [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Vanguard Total International Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Mid First Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2019 |
- T. Rowe Price Equity Income Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Personal Residence [RP]Real Property | $100,001 - $250,000 | JT | 2019 | ||
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- Tom's Federal Thrift Savings Plan ⇒ F Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
JCI Johnson Controls, Inc. (JCI) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
LNT Alliant Energy Corporation (LNT) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
BDX Becton, Dickinson and Company (BDX) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- Burke & Herbert Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2019 | |
WFC Wells Fargo & Company (WFC) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Tom's Federal Thrift Savings Plan ⇒ I Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2019 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
WAG Walgreen Co. (WAG) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- 457 Sooner Savings ⇒ American Century Income and Growth Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2019 | |
DUK Duke Energy Corporation (DUK) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- 457 Sooner Savings ⇒ T Rowe Price Blue Chip Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- 457 Sooner Savings ⇒ T Rowe Price Balanced Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
ENB Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2019 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- 10 Acres of land in Johnson County, Owned with Brother [RP]Real Property | $1,001 - $15,000 | 2019 | |||
- 457 Sooner Savings ⇒ BGI SDP Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- 457 Sooner Savings ⇒ Columbia Acorn Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- 457 Sooner Savings ⇒ Dreyfus Premium Leader A Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- 457 Sooner Savings ⇒ Europacific A Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- 457 Sooner Savings ⇒ Janus Small Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, | 2019 |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) [ST]Stocks | $0 - $0 | JT | $1 - $1,000 | par (TROX) [ST] JT | 2019 |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- Cole, Hargrave and Snodgrass [OL]Ownership Interest | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2018 | |
- Vanguard High Yield Tax Exempt Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2018 |
Moore Strategic Communications (Moore) Stock [PS]Stock (Not Publicly Traded) | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2018 | |
- Tom's Federal Thrift Savings Plan ⇒ C Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2018 | |
- Tom's Federal Thrift Savings Plan ⇒ G Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2018 | |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- Vanguard Dividend Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- Fidelity Contrafund [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Vanguard Total International Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2018 | |
- T. Rowe Price Equity Income Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- Personal Residence [RP]Real Property | $100,001 - $250,000 | JT | 2018 | ||
- Mid First Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2018 |
- Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
- Tom's Federal Thrift Savings Plan ⇒ I Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Tom's Federal Thrift Savings Plan ⇒ F Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
WFC Wells Fargo & Company (WFC) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
JCI Johnson Controls, Inc. (JCI) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- Burke & Herbert Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2018 | |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- 457 Sooner Savings ⇒ American Century Income and Growth Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2018 | |
- 457 Sooner Savings ⇒ T Rowe Price Balanced Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- 457 Sooner Savings ⇒ T Rowe Price Blue Chip Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
LNT Alliant Energy Corporation (LNT) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
BDX Becton, Dickinson and Company (BDX) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
DUK Duke Energy Corporation (DUK) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2018 |
ENB Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2018 |
WAG Walgreen Co. (WAG) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- 10 Acres of land in Johnson County, Owned with Brother [RP]Real Property | $1,001 - $15,000 | 2018 | |||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2018 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2018 | |
- 457 Sooner Savings ⇒ BGI SDP Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, | 2018 |
- 457 Sooner Savings ⇒ Janus Small Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- 457 Sooner Savings ⇒ Europacific A Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- 457 Sooner Savings ⇒ Dreyfus Premium Leader A Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- 457 Sooner Savings ⇒ Columbia Acorn Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) [ST]Stocks | $0 - $0 | JT | $1 - $1,000 | par (TROX) [ST] JT | 2018 |
T AT&T Inc. (T) [ST]Stocks | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Tom's Federal Thrift Savings Plan ⇒ C Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Vanguard Total Stock Market Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- Tom's Federal Thrift Savings Plan ⇒ G Fund [IH]IRA (Held in Cash) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Vanguard High Yield Tax Exempt Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2017 |
Moore Strategic Communications (Moore) Stock [PS]Stock (Not Publicly Traded) | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2017 | |
- Cole, Hargrave and Snodgrass [OL]Ownership Interest | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2017 | |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Vanguard Dividend Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Fidelity Contrafund [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Mid First Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2017 |
- T. Rowe Price Equity Income Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Vanguard Total International Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Personal Residence [RP]Real Property | $100,001 - $250,000 | JT | 2017 | ||
WFC Wells Fargo & Company (WFC) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Tom's Federal Thrift Savings Plan ⇒ I Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
XOM Exxon Mobil Corporation (XOM) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
- Burke & Herbert Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2017 | |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
- Tom's Federal Thrift Savings Plan ⇒ F Fund [IH]IRA (Held in Cash) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
JCI Johnson Controls, Inc. (JCI) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2017 |
- 457 Sooner Savings ⇒ T Rowe Price Balanced Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- 457 Sooner Savings ⇒ T Rowe Price Blue Chip Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
LNT Alliant Energy Corporation (LNT) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
T AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
BDX Becton, Dickinson and Company (BDX) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
DUK Duke Energy Corporation (DUK) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
ENB Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2017 |
WAG Walgreen Co. (WAG) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- 457 Sooner Savings ⇒ American Century Income and Growth Fund [MF] DividendsMutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2017 | |
- 457 Sooner Savings ⇒ Janus Small Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- 10 Acres of land in Johnson County, Owned with Brother [RP]Real Property | $1,001 - $15,000 | 2017 | |||
- 457 Sooner Savings ⇒ Dreyfus Premium Leader A Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- 457 Sooner Savings ⇒ Europacific A Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- 457 Sooner Savings ⇒ BGI SDP Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- 457 Sooner Savings ⇒ Columbia Acorn Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2017 | |
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund [MF] DividendsMutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, | 2017 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) [ST]Stocks | $0 - $0 | JT | $1 - $1,000 | par (TROX) [ST] JT | 2017 |
Moore Strategic Communications (Moore) Stock | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2016 | |
- Vanguard Total Stock Market Index Fund | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- Tom's Federal Thrift Savings Plan ⇒ C Fund | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2016 | |
- Tom's Federal Thrift Savings Plan ⇒ G Fund | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2016 | |
- Vanguard High Yield Tax Exempt Fund | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2016 |
- Mid First Money Market Fund | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2016 |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- Vanguard Total International Stock Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- Fidelity Spartan 500 Index Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- Cole, Hargrave and Snodgrass | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2016 | |
- Vanguard Dividend Growth Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2016 | |
- T. Rowe Price Equity Income Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- Personal Residence | $100,001 - $250,000 | JT | 2016 | ||
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- Tom's Federal Thrift Savings Plan ⇒ I Fund | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- Tom's Federal Thrift Savings Plan ⇒ F Fund | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
- Fidelity Contrafund | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
XOM Exxon Mobil Corporation (XOM) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
WFC Wells Fargo & Company (WFC) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
JCI Johnson Controls, Inc. (JCI) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund Dividends | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2016 |
- 457 Sooner Savings ⇒ T Rowe Price Balanced Fund | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
LNT Alliant Energy Corporation (LNT) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
T AT&T Inc. (T) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
BDX Becton, Dickinson and Company (BDX) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- Burke & Herbert Money Market Fund | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
DUK Duke Energy Corporation (DUK) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- 457 Sooner Savings ⇒ American Century Income and Growth Fund | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
SE Spectra Energy Corp (SE) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2016 |
WAG Walgreen Co. (WAG) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- 10 Acres of land in Johnson County, Owned with Brother | $1,001 - $15,000 | 2016 | |||
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2016 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- 457 Sooner Savings ⇒ Europacific A Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- 457 Sooner Savings ⇒ Columbia Acorn Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- 457 Sooner Savings ⇒ T Rowe Price Blue Chip Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- 457 Sooner Savings ⇒ Janus Small Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- 457 Sooner Savings ⇒ Dreyfus Premium Leader A Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- 457 Sooner Savings ⇒ BGI SDP Stock Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) | $0 - $0 | JT | $1 - $1,000 | par (TROX) JT | 2016 |
- Vanguard High Yield Tax Exempt Fund | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2015 |
- Vanguard Total Stock Market Index Fund | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2015 |
Moore Strategic Communications (Moore) Stock | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2015 | |
- Vanguard Total International Stock Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- Vanguard Dividend Growth Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
- Fidelity Spartan 500 Index Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- Mid First Money Market Fund | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2015 |
- Personal Residence | $100,001 - $250,000 | JT | 2015 | ||
- T. Rowe Price Equity Income Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- Tom's Federal Thrift Savings Plan ⇒ C Fund | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Tom's Federal Thrift Savings Plan ⇒ G Fund | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Tom's Federal Thrift Savings Plan ⇒ I Fund | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
WFC Wells Fargo & Company (WFC) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- Cole, Hargrave and Snodgrass | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2015 | |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
XOM Exxon Mobil Corporation (XOM) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- Fidelity Contrafund | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
- Tom's Federal Thrift Savings Plan ⇒ F Fund | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
JCI Johnson Controls, Inc. (JCI) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
SE Spectra Energy Corp (SE) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2015 |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund Dividends | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2015 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- 457 Sooner Savings ⇒ T Rowe Price Balanced Fund | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
LNT Alliant Energy Corporation (LNT) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
T AT&T Inc. (T) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
BDX Becton, Dickinson and Company (BDX) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- Burke & Herbert Money Market Fund | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
DUK Duke Energy Corporation (DUK) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
WAG Walgreen Co. (WAG) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- 457 Sooner Savings ⇒ Janus Small Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- 457 Sooner Savings ⇒ Europacific A Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- 457 Sooner Savings ⇒ Dreyfus Premium Leader A Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- 457 Sooner Savings ⇒ Columbia Acorn Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- 457 Sooner Savings ⇒ T Rowe Price Blue Chip Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- 457 Sooner Savings ⇒ BGI SDP Stock Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- 457 Sooner Savings ⇒ American Century Income and Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- 10 Acres of land in Johnson County, Owned with Brother | $1,001 - $15,000 | 2015 | |||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) | $0 - $0 | JT | $1 - $1,000 | par (TROX) JT | 2015 |
Moore Strategic Communications (Moore) Stock | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
- Vanguard Total Stock Market Index Fund | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2014 |
- Vanguard High Yield Tax Exempt Fund | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2014 |
- Vanguard Total International Stock Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
- Fidelity Spartan 500 Index Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
- Personal Residence | $100,001 - $250,000 | JT | 2014 | ||
- Tom's Federal Thrift Savings Plan ⇒ C Fund | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
- Tom's Federal Thrift Savings Plan ⇒ G Fund | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
- T. Rowe Price Equity Income Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
- Mid First Money Market Fund | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2014 |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
XOM Exxon Mobil Corporation (XOM) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- Fidelity Contrafund | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- Cole, Hargrave and Snodgrass | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends, Management Fee | 2014 | |
JCI Johnson Controls, Inc. (JCI) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Vanguard Dividend Growth Fund | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
- Vanguard Inflation Protected Fund | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2014 |
WFC Wells Fargo & Company (WFC) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Tom's Federal Thrift Savings Plan ⇒ I Fund | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2014 | |
- 457 Sooner Savings ⇒ T Rowe Price Balanced Fund | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
LNT Alliant Energy Corporation (LNT) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
SE Spectra Energy Corp (SE) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2014 |
WMT Wal-Mart Stores, Inc. (WMT) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
DUK Duke Energy Corporation (DUK) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund Dividends | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2014 |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
WAG Walgreen Co. (WAG) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
IBM International Business Machines Corporation (IBM) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- Burke & Herbert Money Market Fund | $15,001 - $50,000 | $1 - $200 | Interest | 2014 | |
- Tom Cole's Annuity ⇒ State Farm Insurance Annuity (Not self-directed) | $15,001 - $50,000 | 2014 | |||
BDX Becton, Dickinson and Company (BDX) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- Tom's Federal Thrift Savings Plan ⇒ F Fund | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2014 | |
T AT&T Inc. (T) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- 10 Acres of land in Johnson County, Owned with Brother | $1,001 - $15,000 | 2014 | |||
- 457 Sooner Savings ⇒ American Century Income and Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
- 457 Sooner Savings ⇒ BGI SDP Stock Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2014 | |
- 457 Sooner Savings ⇒ Columbia Acorn Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2014 | |
- 457 Sooner Savings ⇒ Dreyfus Premium Leader A Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2014 | |
- 457 Sooner Savings ⇒ Europacific A Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
- 457 Sooner Savings ⇒ Janus Small Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
- 457 Sooner Savings ⇒ T Rowe Price Blue Chip Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) | $1 - $1,000 | JT | 2014 | ||
- Ellen Cole's Annuity ⇒ State Farm Insurance Annuity (Not self-directed) | None | SP | 2014 | ||
- Cole, Hargrave and Snodgrass, OKC | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2013 | |
- Vanguard Total Stock Market Index Fund | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2013 |
- Vanguard High Yield Tax Exempt Fund | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2013 |
Moore Strategic Communications (Moore) Stock | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2013 | |
- Fidelity Municipal Income Fund | $100,001 - $250,000 | JT | $15,001 - $50,000 | Dividends | 2013 |
- Tom's Federal Thrift Savings Plan ⇒ G Fund | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2013 | |
- Tom's Federal Thrift Savings Plan ⇒ C Fund | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2013 | |
- Mid First Money Market Fund | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2013 |
- Personal Residence | $100,001 - $250,000 | JT | 2013 | ||
- Vanguard Total International Stock Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2013 |
- Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2013 |
- Fidelity Spartan 500 Index Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2013 |
- T. Rowe Price Equity Income Fund | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2013 |
- Tom's Fidelity IRA ⇒ Fidelity Contrafund Fund | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2013 | |
- Vanguard Inflation Protected Fund | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- Vanguard Dividend Growth Fund | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- Tom's Federal Thrift Savings Plan ⇒ I Fund | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
- Ellen's Fidelity IRA ⇒ Fidelity Total Bond Fund | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2013 |
- Fidelity Contrafund | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
XOM Exxon Mobil Corporation (XOM) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
JCI Johnson Controls, Inc. (JCI) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2013 |
WFC Wells Fargo & Company (WFC) | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2013 |
- Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
DUK Duke Energy Corporation (DUK) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
SE Spectra Energy Corp (SE) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2013 |
LNT Alliant Energy Corporation (LNT) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
T AT&T Inc. (T) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
BDX Becton, Dickinson and Company (BDX) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- Burke & Herbert Money Market Fund | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
k Ellen Cole's 401(k) ⇒ Fidelity Total Bond Fund | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- Ellen's Fidelity IRA ⇒ Fidelity Contrafund Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- Ellen's Fidelity IRA ⇒ Fidelity Diversified International Stock Fund Dividends | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2013 |
- Ellen's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
IBM International Business Machines Corporation (IBM) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- Tom's Federal Thrift Savings Plan ⇒ F Fund | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
- Tom's Fidelity IRA ⇒ Fidelity Diversified International Fund | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
- Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
WAG Walgreen Co. (WAG) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
WMT Wal-Mart Stores, Inc. (WMT) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- Tom Cole's Annuity ⇒ State Farm Insurance Annuity (Not self-directed) | $1,001 - $15,000 | 2013 | |||
K Cole, Hargrave, Snodgrass 401(K) ⇒ Putnam International Equity Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Pimco High Yield Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Credit Suisse Capital Appreciation Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
- 457 Sooner Savings ⇒ Janus Small Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Main Street Fund Class A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Templeton Foreign Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Oppenheimer Global Fund Class A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Mid Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Lord Abbott Core Fixed Income Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Small/Med Cap Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin MSF Mutual Share Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
- 457 Sooner Savings ⇒ T Rowe Price Balanced Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
- 457 Sooner Savings ⇒ T Rowe Price Blue Chip Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Income Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
- 10 Acres of land in Johnson County, Owned with Brother | $1,001 - $15,000 | 2013 | |||
- 457 Sooner Savings ⇒ American Century Income and Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
- 457 Sooner Savings ⇒ BGI SDP Stock Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2013 | |
- 457 Sooner Savings ⇒ Columbia Acorn Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2013 | |
- 457 Sooner Savings ⇒ Dreyfus Premium Leader A Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2013 | |
- Ellen Cole's Annuity ⇒ State Farm Insurance Annuity (Not self-directed) | $1,001 - $15,000 | SP | 2013 | ||
k Ellen Cole's 401(k) ⇒ Fidelity Spartan 500 Index Fund | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2013 |
- 457 Sooner Savings ⇒ Europacific A Growth Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
k Ellen Cole's 401(k) ⇒ Fidelity Diversified International Fund | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2013 |
MSFT Microsoft Corporation (MSFT) | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2013 |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Strong Government Securities Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Franklin Balance Stock Investment Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
K Cole, Hargrave, Snodgrass 401(K) ⇒ Vankemp Common Stock Fund A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
TROX Tronox Limited Ordinary Shares Class A $0 - $0 par (TROX) | $0 - $0 | JT | $1 - $1,000 | par (TROX) JT | 2013 |
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