
Net Worth Est.
$1.88MTrade volume
$0Total trades
-----Last Traded
----$1.88M
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
- 1400 College Avenue Commercial Rental Property | $500,001 - $1,000,000 | JT | $100,001 - $1,000,000 | Rent | 2015 |
- Installment Note Receivable- The Ribble Group, Inc. | $500,001 - $1,000,000 | 2015 | |||
- MetLife IRA ⇒ MetLife Balanced Plus | $100,001 - $250,000 | 2015 | |||
- MetLife IRA ⇒ AQR Global Risk Balanced | $15,001 - $50,000 | 2015 | |||
- MetLife IRA ⇒ Barclays Aggregate Bond Index | $1,001 - $15,000 | 2015 | |||
- MetLife IRA ⇒ Pyramis Government Income | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- New England Security IRA ⇒ Dodge & Cox Income Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Mass Mutual Bay State Life Insurance ⇒ VP Income & Growth | $1,001 - $15,000 | SP | 2015 | ||
- Metlife IRA ⇒ Loomis Sayles Investment Grade | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
- Metlife IRA ⇒ Loomis Sayles Limited Term Govt | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
- Metlife IRA ⇒ Vaughan Nelson Value Opportunity Fund Class A | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
- New England Security IRA ⇒ Touchstone Mid Cap Fund Class Y | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- New England Security IRA ⇒ Vanguard Dividend Appreciation Index | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Metlife IRA ⇒ Oakmark International Fund | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
- Mass Mutual Bay State Life Insurance ⇒ Oppenheimer Global | $1,001 - $15,000 | SP | 2015 | ||
- Mass Mutual Bay State Life Insurance ⇒ VIP Contrafund | $1,001 - $15,000 | SP | 2015 | ||
- Metlife IRA ⇒ Loomis Sayles Value Fund Class A | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
- Metlife IRA ⇒ Oakmark Fund Class I | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
- Mass Mutual Bay State Life Insurance ⇒ MML Managed Bond | $1,001 - $15,000 | SP | 2015 | ||
- Mass Mutual Bay State Life Insurance ⇒ Oppenheimer Capital Appreciation | $1,001 - $15,000 | SP | 2015 | ||
- New England Security IRA ⇒ Vanguard Short-Term Bond Portfolio | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- North American Company Life Insurance | $1,001 - $15,000 | 2015 | |||
- Mass Mutual Bay State Life Insurance ⇒ MML Blend | $1,001 - $15,000 | SP | 2015 | ||
- New England Security IRA ⇒ JP Morgan Large-Cap Growth Fund Select | $1,001 - $15,000 | 2015 | |||
- New England Security IRA ⇒ Schwab Fundamental U. S. Large Company | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Mass Mutual Bay State Life Insurance ⇒ Oppenheimer Global Strategic | $1 - $1,000 | SP | 2015 | ||
- New England Security IRA ⇒ Harbor Bond Fund Institutional Class | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
- DESCRIPTION: Purchase of | $100 - $100 | 0 on 4/7/2015 | 2015 | ||
- DESCRIPTION: Completely sold | $100 - $100 | 0 on 4/6/2015. | 2015 | ||
- New England Security IRA ⇒ Royce Pennsylvania Mutual Fund | None | 2015 | |||
- 1400 College Avenue Commercial Rental Property | $500,001 - $1,000,000 | JT | $100,001 - $1,000,000 | Rent | 2014 |
- Installment Note Receivable- The Ribble Group, Inc. | $500,001 - $1,000,000 | $5,001 - $15,000 | Interest | 2014 | |
- MetLife IRA ⇒ MetLife Balanced Plus | $100,001 - $250,000 | 2014 | |||
- MetLife IRA ⇒ AQR Global Risk Balanced | $50,001 - $100,000 | 2014 | |||
- MetLife IRA ⇒ Barclays Aggregate Bond Index | $1,001 - $15,000 | 2014 | |||
- Mass Mutual Bay State Life Insurance ⇒ MML Blend | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2014 |
- Mass Mutual Bay State Life Insurance ⇒ MML Managed Bond | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- Mass Mutual Bay State Life Insurance ⇒ Oppenheimer Capital Appreciation | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- Mass Mutual Bay State Life Insurance ⇒ Oppenheimer Global | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2014 |
- Mass Mutual Bay State Life Insurance ⇒ VIP Contrafund | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- Metlife IRA ⇒ Loomis Sayles Value Fund Class A | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- Metlife IRA ⇒ Oakmark Fund Class I | $1,001 - $15,000 | SP | 2014 | ||
- Metlife IRA ⇒ Oakmark International Fund | $1,001 - $15,000 | SP | 2014 | ||
- New England Security IRA ⇒ Vanguard Dividend Appreciation Index | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- MetLife IRA ⇒ Pyramis Government Income | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- New England Security IRA ⇒ Dodge & Cox Income Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- New England Security IRA ⇒ Schwab Fundamental U. S. Large Company | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- New England Security IRA ⇒ JP Morgan Large-Cap Growth Fund Select | $1,001 - $15,000 | 2014 | |||
- New England Security IRA ⇒ Royce Pennsylvania Mutual Fund | $1,001 - $15,000 | 2014 | |||
- Mass Mutual Bay State Life Insurance ⇒ VP Income & Growth | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- Metlife IRA ⇒ Loomis Sayles Investment Grade | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2014 |
- Metlife IRA ⇒ Loomis Sayles Limited Term Govt | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- Metlife IRA ⇒ Vaughan Nelson Value Opportunity Fund Class A | $1,001 - $15,000 | SP | 2014 | ||
- New England Security IRA ⇒ Vanguard Short-Term Bond Portfolio | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- North American Company Life Insurance | $1,001 - $15,000 | 2014 | |||
- New England Security IRA ⇒ Harbor Bond Fund Institutional Class | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- Harbor Bond Fund Institutional Class | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2014 | |
- Mass Mutual Bay State Life Insurance ⇒ Oppenheimer Global Strategic | $1 - $1,000 | SP | $1 - $200 | Dividends | 2014 |
- Dodge & Cox Income Fund | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2014 | |
- Vanguard Dividend Appreciation Index | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
- Vanguard Short-Term Bond Portfolio | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
- North American Company Life Insurance | None | 2014 | |||
- 1400 College Avenue Commercial Rental Property | $500,001 - $1,000,000 | JT | $100,001 - $1,000,000 | Rent | 2013 |
- Installment Note Receivable- The Ribble Group, Inc. | $500,001 - $1,000,000 | $2,501 - $5,000 | Interest | 2013 | |
- MetLife IRA ⇒ MetLife Balanced Plus | $100,001 - $250,000 | 2013 | |||
- MetLife IRA ⇒ AQR Global Risk Balanced | $50,001 - $100,000 | 2013 | |||
- Mass Mutual Bay State Life Insurance ⇒ Oppenheimer Global | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
- Mass Mutual Bay State Life Insurance ⇒ VIP Contrafund | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
- Mass Mutual Bay State Life Insurance ⇒ VP Income & Growth | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
- Metlife IRA ⇒ Loomis Sayles Investment Grade | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
- Metlife IRA ⇒ Loomis Sayles Limited Term Govt | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
- Metlife IRA ⇒ Loomis Sayles Value Fund Class A | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
- Metlife IRA ⇒ Oakmark Fund Class I | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
- Metlife IRA ⇒ Oakmark International Fund | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
- Metlife IRA ⇒ Vaughan Nelson Value Opportunity Fund Class A | $1,001 - $15,000 | SP | 2013 | ||
- MetLife IRA ⇒ Barclays Aggregate Bond Index | $1,001 - $15,000 | 2013 | |||
- Dodge & Cox Income Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Harbor Bond Fund Institutional Class | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Mass Mutual Bay State Life Insurance ⇒ MML Blend | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
- Mass Mutual Bay State Life Insurance ⇒ Oppenheimer Capital Appreciation | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
- New England Security IRA ⇒ Schwab Fundamental U. S. Large Company | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- New England Security IRA ⇒ Vanguard Dividend Appreciation Index | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- New England Security IRA ⇒ Vanguard Short-Term Bond Portfolio | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- North American Company Life Insurance | $1,001 - $15,000 | 2013 | |||
- Vanguard Dividend Appreciation Index | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Vanguard Short-Term Bond Portfolio | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- MetLife IRA ⇒ Pyramis Government Income | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- New England Security IRA ⇒ Dodge & Cox Income Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- New England Security IRA ⇒ Harbor Bond Fund Institutional Class | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- New England Security IRA ⇒ JP Morgan Large-Cap Growth Fund Select | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- New England Security IRA ⇒ Royce Pennsylvania Mutual Fund | $1,001 - $15,000 | 2013 | |||
EPD Metlife IRA ⇒ Enterprise Products Partners L.P. (EPD) | None | SP | $5,001 - $15,000 | Capital Gains | 2013 |
- Principal Short-Term ND Class A | None | 2013 | |||
- Stifel Nicolaus cash equivalent | None | JT | 2013 | ||
- Mass Mutual Financial Group Whole Life Insurance Policy | None | $15,001 - $50,000 | Capital Gains | 2013 | |
- North American Company Life Insurance | None | 2013 | |||
NEM Metlife IRA ⇒ Newmont Mining Corporation (NEM) | None | SP | 2013 |
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