—
Net Worth Est.
$289.5KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$190.5K
Bank Deposit
$75K
Life Insurance Whole
$24K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2022 |
- OPMSX-Oppenheimer Main Street Mid Cap A | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2022 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- THCGX-Thornburg Core Growth A | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2022 |
- Morgan Stanley Cash Management Account | Joint | 2022 | |||
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- OPMSX-Oppenheimer Main Street Mid Cap A | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2021 |
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2021 |
- THCGX-Thornburg Core Growth A | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2021 |
- Morgan Stanley Cash Management Account | Joint | 2021 | |||
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2020 |
- OPMSX-Oppenheimer Main Street Mid Cap A | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2020 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- THCGX-Thornburg Core Growth A | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2020 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Morgan Stanley Cash Management Account | Joint | 2020 | |||
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2019 |
- OPMSX-Oppenheimer Main Street Mid Cap A | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2019 |
- THCGX-Thornburg Core Growth A | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2019 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- Morgan Stanley Cash Management Account | Joint | 2019 | |||
OPMSX OPMSX- Oppenheimer Main Street Mid Cap A | $50,001 - $100,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2018 |
- OPMSX-Oppenheimer Main Street Mid Cap A | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2018 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2018 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
THCGX THCGX- Thornburg Core Growth A | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- THCGX-Thornburg Core Growth A | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2018 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2018 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2018 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2018 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Morgan Stanley Cash Management Account | Joint | 2018 | |||
- Morgan Stanley Cash Management Account | Joint | 2018 | |||
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Merrill Lynch Cash Management Account | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, Capital Gains, | 2017 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2017 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Merrill Lynch Cash Management Account | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, Capital Gains, | 2016 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2016 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2016 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2015 |
- Merrill Lynch Cash Management Account | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, Capital Gains, | 2015 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2015 |
- Merrill Lynch Cash Management Account | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, Capital Gains, | 2015 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2015 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2015 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2015 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2015 |
- Sun Trust Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2014 |
- Merrill Lynch Cash Management Account | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, Capital Gains, | 2014 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Sun Life Assurance Company of Canada | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Interest, | 2014 |
SHAPX SHAPX- ClearBridge Appreciation A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
- Penn Mutual | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2014 |
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