Gary J. PalmerFiling

Amendment | Filed on 16 Oct 2019

This congressional financial disclosure from Gary J. Palmer (filing amendment) contains 322 stock trades. It was filed on 16 October 2019. Reported tickers include GMDYX, VSIGX, ETIMX, VOO, GMDZX, and 122 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

This filing contains 322 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 980 days after the trade date. Only 0% of transactions met the disclosure requirement.

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STOCK Act Compliance Violation

This filing contains 322 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.

980

Days Late (Max)

Compliance Rate

322/322

Non-Compliant

About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.

Politician Name

Gary J. Palmer

Filing Type

Amendment

Filed Date

16 Oct 2019

View Original Filing (PDF)

Transactions

322 transactions


Camelot Excalibur Small C... CEXIX	P	21 Dec 2018	$1,001 - $15,000	-
CAMELOT PREMIUM RETURN FU... CPRIX	P	21 Dec 2018	$1,001 - $15,000	-
Camelot Prem Return Fund ... CPRIX	P	21 Dec 2018	$1,001 - $15,000	-
Camelot Excalibur Small C... CEXIX	P	21 Dec 2018	$1,001 - $15,000	-
Camelot Prem Return Fund ... CPRIX	P	21 Dec 2018	$1,001 - $15,000	-
Eventide Multi Asset Inco...	S	7 Dec 2018	$1,001 - $15,000	-
Vanguard Intermediate Ter... VSIGX	S	7 Dec 2018	$15,001 - $50,000	-
Eventide Gilead ETILX ETILX	S	7 Dec 2018	$1,001 - $15,000	-
Camelot Premium Return Fu... CPRIX	S	7 Dec 2018	$1,001 - $15,000	-
Vanguard Mtge Backed Secu... VMBSX	S	7 Dec 2018	$1,001 - $15,000	-
Eventide Gilead Fd Ins ET... ETILX	S	7 Dec 2018	$1,001 - $15,000	-
Vanguard Mtge Backed Secu... VMBSX	S	7 Dec 2018	$1,001 - $15,000	-
Vanguard Intermed Term VS... VSIGX	S	7 Dec 2018	$15,001 - $50,000	-
Camelot Prem Return Fund ... CPRIX	S	7 Dec 2018	$1,001 - $15,000	-
Camelot Excalibur Sm Cap ... CEXIX	S	7 Dec 2018	$1,001 - $15,000	-
Camelot Excalibur Small C... CEXIX	S	7 Dec 2018	$1,001 - $15,000	-
EVENTIDE MULTI-ASSET INCO... ETIMX	S	6 Dec 2018	$1,001 - $15,000	-
COLUMBIA CORPORATE INCOME... CPIRX	S	6 Dec 2018	$1,001 - $15,000	-
Steward Dom ALL Cap Eq Fd... SEECX	P	6 Dec 2018	$1,001 - $15,000	-
STEWARD DOM ALL CAP EQ FD... SEECX	P	6 Dec 2018	$1,001 - $15,000	-
Inspire Corporate Bond Im... IBD	S	6 Dec 2018	$1,001 - $15,000	-
Calvert International Opp... COIIX	P	6 Dec 2018	$15,001 - $50,000	-
COLUMBIA CORPORATE INCOME... CPIRX	S	6 Dec 2018	$1,001 - $15,000	-
VANGUARD INTERMEDIATE-TER... VGIT	P	6 Dec 2018	$1,001 - $15,000	-
CALVERT INTERNATIONAL OPP... COIIX	P	6 Dec 2018	$1,001 - $15,000	-
CALVERT EMG MKTS EQUITY C... CVMIX	P	6 Dec 2018	$1,001 - $15,000	-
Calvert International Opp... COIIX	P	6 Dec 2018	$15,001 - $50,000	-
VANGUARD INTERMEDIATE-TER... VSIGX	P	6 Dec 2018	$1,001 - $15,000	-
CAMELOT EXCALIBUR SMALL C... CEXIX	S	6 Dec 2018	$1,001 - $15,000	-
Calvert Emg Mkts CVMIX CVMIX	P	6 Dec 2018	$1,001 - $15,000	-
EVENTIDE GILEAD FD INSTIT... ETILX	S	6 Dec 2018	$1,001 - $15,000	-
Calvert Emg Mkts Equity C... CVMIX	P	6 Dec 2018	$1,001 - $15,000	-
VANGUARD INTERMEDIATE-TER... VSIGX	S	24 Oct 2018	$1,001 - $15,000	-
VANGUARD INTERMEDIATE-TER... VSIGX	P	24 Oct 2018	$1,001 - $15,000	-
VANGUARD INTERMEDIATE-TER... VSIGX	S	24 Oct 2018	$1,001 - $15,000	-
VANGUARD MORTGAGE-BACKED ... VMBSX	S	24 Oct 2018	$1,001 - $15,000	-
VANGUARD MORTGAGE-BACKED ... VMBSX	P	24 Oct 2018	$1,001 - $15,000	-
Vmware, Inc. Common Stock... VMW	S	10 Oct 2018	$1,001 - $15,000	-
Costco Wholesale Corporat... COST	S	10 Oct 2018	$1,001 - $15,000	-
Northern Trust Corporatio... NTRS	S	10 Oct 2018	$1,001 - $15,000	-
Mastercard Incorporated (... MA	S	10 Oct 2018	$1,001 - $15,000	-
Walgreens Boots Alliance,... WBA	S	10 Oct 2018	$1,001 - $15,000	-
Celgene Corporation (CELG... CELG	S	10 Oct 2018	$1,001 - $15,000	-
Biogen Inc. (BIIB) BIIB	S	10 Oct 2018	$1,001 - $15,000	-
Sysco Corporation (SYY) SYY	S	10 Oct 2018	$1,001 - $15,000	-
Ascendis Pharma A/S - Ame... ASND	S	10 Oct 2018	$1,001 - $15,000	-
CenturyLink, Inc. (CTL) CTL	S	10 Oct 2018	$1,001 - $15,000	-
Best Buy Co., Inc. (BBY) BBY	S	10 Oct 2018	$1,001 - $15,000	-
LyondellBasell Industries... LYB	S	10 Oct 2018	$1,001 - $15,000	-
Kroger Company (KR) KR	S	10 Oct 2018	$1,001 - $15,000	-
Vmware, Inc. Common Stock... VMW	S	10 Oct 2018	$1,001 - $15,000	-
Marathon Petroleum Corpor... MPC	S	10 Oct 2018	$1,001 - $15,000	-
General Motors Company (G... GM	S	10 Oct 2018	$1,001 - $15,000	-
Mastercard Incorporated (... MA	S	10 Oct 2018	$1,001 - $15,000	-
Cisco Systems, Inc. (CSCO... CSCO	S	10 Oct 2018	$1,001 - $15,000	-
Express Scripts Holding C... ESRX	S	10 Oct 2018	$1,001 - $15,000	-
Amgen Inc. (AMGN) AMGN	S	10 Oct 2018	$1,001 - $15,000	-
Sysco Corporation (SYY) SYY	S	10 Oct 2018	$1,001 - $15,000	-
Mettler-Toledo Internatio... MTD	S	10 Oct 2018	$1,001 - $15,000	-
Cisco Systems, Inc. (CSCO... CSCO	S	10 Oct 2018	$1,001 - $15,000	-
Apple Inc. (AAPL) AAPL	S	10 Oct 2018	$1,001 - $15,000	-
Capital One Financial Cor... COF	S	10 Oct 2018	$1,001 - $15,000	-
AT&T Inc. (T) T	S	10 Oct 2018	$1,001 - $15,000	-
Boeing Company (BA) BA	S	10 Oct 2018	$1,001 - $15,000	-
Marathon Petroleum Corpor... MPC	S	10 Oct 2018	$1,001 - $15,000	-
Northern Trust Corporatio... NTRS	S	10 Oct 2018	$1,001 - $15,000	-
Express Scripts Holding C... ESRX	S	10 Oct 2018	$1,001 - $15,000	-
Apple Inc. (AAPL) AAPL	S	10 Oct 2018	$1,001 - $15,000	-
Vanguard Intermediate Ter... VSIGX	S	9 Oct 2018	$1,001 - $15,000	-
Vanguard Intermed Term VS... VSIGX	S	9 Oct 2018	$1,001 - $15,000	-
Vanguard Mtge Backed Secu... VMBSX	S	9 Oct 2018	$1,001 - $15,000	-
Camelot Prem Return Fund ... CPRIX	P	8 Oct 2018	$15,001 - $50,000	-
Camelot Excalibur Small C... CEXIX	P	8 Oct 2018	$1,001 - $15,000	-
Eventide Gilead ETILX ETILX	P	8 Oct 2018	$15,001 - $50,000	-
CAMELOT EXCALIBUR SMALL C... CEXIX	P	8 Oct 2018	$1,001 - $15,000	-
STEWARD DOM ALL CAP EQ FD... SEECX	P	8 Oct 2018	$15,001 - $50,000	-
EVENTIDE GILEAD FD INSTIT... ETILX	P	8 Oct 2018	$15,001 - $50,000	-
Camelot Excalibur Small C... CEXIX	P	8 Oct 2018	$1,001 - $15,000	-
SCM Trust Shelton Interna... SISEX	P	8 Oct 2018	$15,001 - $50,000	-
Steward DOM ALL Cap Eq FD... SEECX	P	8 Oct 2018	$50,001 - $100,000	-
Eventide Gilead ETILX ETILX	P	8 Oct 2018	$15,001 - $50,000	-
STEWARD DOM ALL CAP EQ FD... SEECX	P	8 Oct 2018	$50,001 - $100,000	-
CAMELOT PREMIUM RETURN FU... CPRIX	P	8 Oct 2018	$1,001 - $15,000	-
SCM Trust Shelton Int'l S... SISEX	P	8 Oct 2018	$15,001 - $50,000	-
Camelot Prem Return Fund ... CPRIX	P	8 Oct 2018	$1,001 - $15,000	-
Cummins Inc. (CMI) CMI	S	5 Oct 2018	$1,001 - $15,000	-
State Street Corporation ... STT	S	5 Oct 2018	$1,001 - $15,000	-
AbbVie Inc. (ABBV) ABBV	S	5 Oct 2018	$1,001 - $15,000	-
Target Corporation (TGT) TGT	S	5 Oct 2018	$1,001 - $15,000	-
Amgen Inc. (AMGN) AMGN	S	5 Oct 2018	$1,001 - $15,000	-
Sysco Corporation (SYY) SYY	P	5 Oct 2018	$1,001 - $15,000	-
Two Harbors Investment Co... TWO	S	5 Oct 2018	$1,001 - $15,000	-
ASML Holding N.V. - ADS R... ASML	S	5 Oct 2018	$1,001 - $15,000	-
Gamestop Corporation (GME... GME	S	5 Oct 2018	$1,001 - $15,000	-
Ford Motor Company (F) F	S	5 Oct 2018	$1,001 - $15,000	-
Buckle, Inc. (BKE) BKE	S	5 Oct 2018	$1,001 - $15,000	-
Compass Minerals Intl Inc... CMP	S	5 Oct 2018	$1,001 - $15,000	-
Sabra Health Care REIT, I... SBRA	S	5 Oct 2018	$1,001 - $15,000	-
Western Digital Corporati... WDC	S	5 Oct 2018	$1,001 - $15,000	-
Vertex Pharmaceuticals In... VRTX	S	5 Oct 2018	$1,001 - $15,000	-
Boeing Company (BA) BA	S	5 Oct 2018	$1,001 - $15,000	-
Comcast Corporation - Cla... CMCSA	S	5 Oct 2018	$1,001 - $15,000	-
Cisco Systems, Inc. (CSCO... CSCO	S	5 Oct 2018	$1,001 - $15,000	-
CVR Energy Inc. (CVI) CVI	S	5 Oct 2018	$1,001 - $15,000	-
S&P Global Inc. (SPGI) SPGI	S	5 Oct 2018	$1,001 - $15,000	-
XPO Logistics, Inc. (XPO) XPO	S	5 Oct 2018	$1,001 - $15,000	-
Crown Castle Internationa... CCI	S	5 Oct 2018	$1,001 - $15,000	-
NextEra Energy Partners, ... NEP	S	5 Oct 2018	$1,001 - $15,000	-
Celgene Corporation (CELG... CELG	S	5 Oct 2018	$1,001 - $15,000	-
Broadcom Inc. (AVGO) AVGO	S	5 Oct 2018	$1,001 - $15,000	-
Apple Inc. (AAPL) AAPL	S	5 Oct 2018	$1,001 - $15,000	-
McKesson Corporation (MCK... MCK	S	5 Oct 2018	$1,001 - $15,000	-
Marathon Petroleum Corpor... MPC	S	5 Oct 2018	$1,001 - $15,000	-
The Cheesecake Factory In... CAKE	S	5 Oct 2018	$1,001 - $15,000	-
HP Inc. (HPQ) HPQ	S	5 Oct 2018	$1,001 - $15,000	-
Sysco Corporation (SYY) SYY	S	5 Oct 2018	$1,001 - $15,000	-
Expedia Group, Inc. (EXPE... EXPE	S	5 Oct 2018	$1,001 - $15,000	-
Amgen Inc. (AMGN) AMGN	S	5 Oct 2018	$1,001 - $15,000	-
Galapagos NV - American D... GLPG	S	5 Oct 2018	$1,001 - $15,000	-
Ameriprise Financial, Inc... AMP	S	5 Oct 2018	$1,001 - $15,000	-
Intuit Inc. (INTU) INTU	S	5 Oct 2018	$1,001 - $15,000	-
Mettler-Toledo Internatio... MTD	S	5 Oct 2018	$1,001 - $15,000	-
Express Scripts Holding C... ESRX	S (partial)	5 Oct 2018	$1,001 - $15,000	3 lots were sold only one is >1k so only one P is on Sch B
Aptiv PLC Ordinary Shares... APTV	S	5 Oct 2018	$1,001 - $15,000	-
Destination Maternity Cor... DEST	S	5 Oct 2018	$1,001 - $15,000	-
Ingersoll-Rand Plc (IR) IR	S	5 Oct 2018	$1,001 - $15,000	-
Mastercard Incorporated (... MA	S	5 Oct 2018	$1,001 - $15,000	-
BCE, Inc. (BCE) BCE	S	5 Oct 2018	$1,001 - $15,000	-
Morgan Stanley (MS) MS	S	5 Oct 2018	$1,001 - $15,000	-
Ross Stores, Inc. (ROST) ROST	S	5 Oct 2018	$1,001 - $15,000	-
Northern Trust Corporatio... NTRS	P	24 Sept 2018	$1,001 - $15,000	-
Northern Trust Corporatio... NTRS	P	24 Sept 2018	$1,001 - $15,000	-
PIMCO INCOME FUND INST CL... PIMIX	S	23 Sept 2018	$1,001 - $15,000	-
Vanguard Mortgage Busines... VMBS	P	21 Sept 2018	$50,001 - $100,000	-
VANGUARD INTERMEDIATE-TER... VGIT	P	21 Sept 2018	$15,001 - $50,000	-
VANGUARD INTERMEDIATE-TER... VGIT	P	21 Sept 2018	$15,001 - $50,000	-
Vanguard Intermediate Ter... VGIT	P	21 Sept 2018	$15,001 - $50,000	-
VANGUARD MORTGAGE BUSINES... VMBS	P	21 Sept 2018	$15,001 - $50,000	-
VANGUARD MORTGAGE BUSINES... VMBS	P	21 Sept 2018	$15,001 - $50,000	-
Integrated Device Technol... IDTI	S	20 Sept 2018	$1,001 - $15,000	-
Amazon.Com, Inc. (AMZN) AMZN	S	20 Sept 2018	$1,001 - $15,000	-
Pimco Income Fund Ins PIM... PIMIX	S	19 Sept 2018	$15,001 - $50,000	-
Pimco Income Fund Inst LC... PIMIX	S	19 Sept 2018	$15,001 - $50,000	-
Inspire Cor Bond IMPA IBD IBD	P	19 Sept 2018	$15,001 - $50,000	-
Guidestone Medium Duratio... GMDYX	S	19 Sept 2018	$15,001 - $50,000	-
Calvert Emg Mkts Equity C... CVMIX	S	19 Sept 2018	$1,001 - $15,000	-
Eventide Multi Asset Inco... ETIMX	S	19 Sept 2018	$1,001 - $15,000	-
Calvert International Opp... COIIX	S	19 Sept 2018	$1,001 - $15,000	-
Guidestone Global Bond CL... GGBEX	S	19 Sept 2018	$15,001 - $50,000	-
Inspire Corporate Bond Im... IBD	P	19 Sept 2018	$15,001 - $50,000	-
Calvert Emg Mkts Eq CVMIX CVMIX	S	19 Sept 2018	$1,001 - $15,000	-
Calvert International Opp... COIIX	S	19 Sept 2018	$1,001 - $15,000	-
INSPIRE CORPORATE BOND IM... IBD	P	19 Sept 2018	$15,001 - $50,000	-
CALVERT EMG MKTS EQUITY C... CVMIX	S	18 Sept 2018	$1,001 - $15,000	-
CALVERT INTERNATIONAL OPP... COIIX	S	18 Sept 2018	$1,001 - $15,000	-
Regeneron Pharmaceuticals... REGN	S	18 Sept 2018	$1,001 - $15,000	-
GUIDESTONE GLOBAL BOND CL... GGBEX	S	18 Sept 2018	$1,001 - $15,000	-
EVENTIDE MULTI-ASSET INCO... ETIMX	S	18 Sept 2018	$1,001 - $15,000	-
CenturyLink, Inc. (CTL) CTL	P	17 Sept 2018	$1,001 - $15,000	-
CALVERT EMG MKTS EQUITY C... CVMIX	P	7 Sept 2018	$1,001 - $15,000	-
CALVERT EMG MKTS EQUITY C... CVMIX	P	7 Sept 2018	$1,001 - $15,000	-
Calvert Emg Mkts Equity C... CVMIX	P	31 Aug 2018	$1,001 - $15,000	-
Walmart Inc. (WMT) WMT	S	6 Aug 2018	$1,001 - $15,000	-
Cigna Corporation (CI) CI	S	2 Aug 2018	$1,001 - $15,000	-
Humana Inc. (HUM) HUM	S	2 Aug 2018	$1,001 - $15,000	-
Eventide Multi Asset Inco... ETIMX	S	1 Aug 2018	$1,001 - $15,000	-
Pimco Income Fund Inst LC... PIMIX	S	1 Aug 2018	$1,001 - $15,000	-
Guidestone Medium Duratio... GMDYX	S	1 Aug 2018	$1,001 - $15,000	-
Eventide Multi Asset Inco... ETIMX	S	1 Aug 2018	$1,001 - $15,000	-
Guidestone Medium Duratio... GMDYX	S	1 Aug 2018	$1,001 - $15,000	-
Guidestone Global Bonc CL... GGBEX	S	1 Aug 2018	$1,001 - $15,000	-
Pimco Income Fund Inst CL... PIMIX	S	1 Aug 2018	$1,001 - $15,000	-
Guidestone Global Bond In... GGBEX	S	1 Aug 2018	$1,001 - $15,000	-
GUIDESTONE MEDIUM-DURATIO... GMDYX	S	31 Jul 2018	$15,001 - $50,000	-
Calvert International Opp... COIIX	P	31 Jul 2018	$1,001 - $15,000	-
EVENTIDE MULTI-ASSET INCO... ETIMX	S	31 Jul 2018	$1,001 - $15,000	-
Calvert Emg Mkts CVMIX CVMIX	P	31 Jul 2018	$1,001 - $15,000	-
GUIDESTONE GLOBAL BOND CL... GGBEX	S	31 Jul 2018	$1,001 - $15,000	-
Calvert International Opp... COIIX	P	31 Jul 2018	$1,001 - $15,000	-
PIMCO INCOME FUND INST CL... PIMIX	S	31 Jul 2018	$1,001 - $15,000	-
CALVERT INTERNATIONAL OPP... COIIX	P	31 Jul 2018	$1,001 - $15,000	-
Calvert Emg Mkts Equity C... CVMIX	P	31 Jul 2018	$1,001 - $15,000	-
Amazon.Com, Inc. (AMZN) AMZN	P	31 Jul 2018	$1,001 - $15,000	-
Vanguard S&P 500 ETF (VOO... VOO	S	25 Jul 2018	$15,001 - $50,000	-
CALVERT EMG MKTS EQUITY C... CVMIX	S	23 Jul 2018	$1,001 - $15,000	-
CALVERT INTERNATIONAL OPP... COIIX	S	23 Jul 2018	$1,001 - $15,000	-
EVENTIDE MULTI-ASSET INCO... ETIMX	S	23 Jul 2018	$1,001 - $15,000	-
PIMCO INCOME FUND INST CL... PIMIX	S	23 Jul 2018	$1,001 - $15,000	-
Cigna Corporation (CI) CI	P	20 Jul 2018	$1,001 - $15,000	-
Humana Inc. (HUM) HUM	P	20 Jul 2018	$1,001 - $15,000	-
Microsoft Corporation (MS... MSFT	S	18 Jul 2018	$1,001 - $15,000	-
Bank of New York Mellon C... BK	S	18 Jul 2018	$1,001 - $15,000	-
Visa Inc. (V) V	S	18 Jul 2018	$1,001 - $15,000	-
Visa Inc. (V) V	S	18 Jul 2018	$1,001 - $15,000	-
Microsoft Corporation (MS... MSFT	S	18 Jul 2018	$1,001 - $15,000	-
Alphabet Inc. - Class A (... GOOGL	S	18 Jul 2018	$1,001 - $15,000	-
Visa Inc. (V) V	S	16 Jul 2018	$1,001 - $15,000	-
Medifirst Solutions Inc (... MFST	S	16 Jul 2018	$1,001 - $15,000	-
Alphabet Inc. - Class A (... GOOGL	S	16 Jul 2018	$1,001 - $15,000	-
LyondellBasell Industries... LYB	P	16 Jul 2018	$1,001 - $15,000	-
EVENTIDE GILEAD FD INSTIT... ETILX	P	12 Jul 2018	$1,001 - $15,000	-
PIMCO INCOME FUND INST CL... PIMIX	P	12 Jul 2018	$15,001 - $50,000	-
EVENTIDE MULTI-ASSET INCO... ETIMX	P	12 Jul 2018	$1,001 - $15,000	-
CALVERT INTERNATIONAL OPP... COIIX	P	12 Jul 2018	$1,001 - $15,000	-
CALVERT EMG MKTS EQUITY C... CVMIX	P	12 Jul 2018	$15,001 - $50,000	-
Eventide Multi Asset ETIM... ETIMX	P	12 Jul 2018	$1,001 - $15,000	-
Visa Inc. (V) V	P	12 Jul 2018	$1,001 - $15,000	-
Vanguard Value ETF (VTV) VTV	S	11 Jul 2018	$1,001 - $15,000	-
JH CLASSIC VALUE FD (JCVI... JCVIX	S	11 Jul 2018	$15,001 - $50,000	-
GUIDESTONE MEDIUM-DURATIO... GMDYX	P	11 Jul 2018	$1,001 - $15,000	-
NUVEEN SYMPHONY FLOATING ... NFRIX	S	11 Jul 2018	$1,001 - $15,000	-
iShares 7-10 Year Treasur... IEF	S	11 Jul 2018	$1,001 - $15,000	-
WELLS FARGO INTL VALUE FD... WFVIX	S	11 Jul 2018	$1,001 - $15,000	-
LEGG MASON BRANDYWINEGLOB... LROIX	S	11 Jul 2018	$1,001 - $15,000	-
GUIDESTONE GLOBAL BOND CL... GGBEX	P	11 Jul 2018	$15,001 - $50,000	-
iShares 1-3 Year Treasury... SHY	S	11 Jul 2018	$1,001 - $15,000	-
iShares Currency Hedged M... HEZU	S	11 Jul 2018	$1,001 - $15,000	-
COLUMBIA CORPORATE INCOME... CPIRX	S	11 Jul 2018	$1,001 - $15,000	-
INVESCO BALANCED RISK COM... BRCYX	S	11 Jul 2018	$1,001 - $15,000	-
INTERNATIONAL GROWTH FUND... OIGYX	S	11 Jul 2018	$1,001 - $15,000	-
JH US GLOBAL LEADERS GROW... USLIX	S	11 Jul 2018	$1,001 - $15,000	-
iShares Core MSCI Emergin... IEMG	S	11 Jul 2018	$1,001 - $15,000	-
VANGUARD SHORT TERM CORPO... VCSH	S	11 Jul 2018	$1,001 - $15,000	-
VANGUARD MORTGAGE BUSINES... VMBS	S	11 Jul 2018	$1,001 - $15,000	-
Guidestone Global Bond CL... GGBEX	P	11 Jul 2018	$1,001 - $15,000	-
GUIDESTONE MEDIUM-DURATIO... GMDYX	P	11 Jul 2018	$15,001 - $50,000	-
iShares Core S&P 500 ETF ... IVV	S	11 Jul 2018	$1,001 - $15,000	-
JOHN HANCOCK FUNDS II STR... JIPIX	S	11 Jul 2018	$1,001 - $15,000	-
OPPENHEIMER GLOBAL FOCUS ... GLVYX	S	11 Jul 2018	$1,001 - $15,000	-
COLUMBIA SELECT LARGE CAP... CGTRX	S	11 Jul 2018	$1,001 - $15,000	-
iShares 3-7 Year Treasury... IEI	S	11 Jul 2018	$1,001 - $15,000	-
NUVEEN GLOBAL INFRASTRUCT... FGIYX	S	11 Jul 2018	$1,001 - $15,000	-
Guidestone Medium Dur BD ... GMDZX	S	9 Jul 2018	$15,001 - $50,000	-
GSF Global Bond Inv GGBFX GGBFX	S	9 Jul 2018	$15,001 - $50,000	-
GSF Global BOnd Inv GGBFX GGBFX	S	9 Jul 2018	$15,001 - $50,000	-
GSF Med Dur BD GMDZX GMDZX	S	9 Jul 2018	$15,001 - $50,000	-
IQ US Real Estate Small C... ROOF	S	5 Jul 2018	$1,001 - $15,000	-
Bank of America Corporati... BAC	S	13 Jun 2018	$1,001 - $15,000	-
iShares Core S&P 500 ETF ... IVV	S	11 Jun 2018	$1,001 - $15,000	-
iShares 3-7 Year Treasury... IEI	S	11 Jun 2018	$1,001 - $15,000	-
Vanguard ST Corp VCSH VCSH	S	11 Jun 2018	$1,001 - $15,000	-
Vanguard Value ETF (VTV) VTV	S	11 Jun 2018	$1,001 - $15,000	-
iShares Core MSCI Emergin... IEMG	S	11 Jun 2018	$1,001 - $15,000	-
Vanguard Mortgage-Backed ... VMBS	S	11 Jun 2018	$1,001 - $15,000	-
iShares Currency Hedged M... HEZU	S	11 Jun 2018	$1,001 - $15,000	-
iShares 7-10 Year Treasur... IEF	S	11 Jun 2018	$1,001 - $15,000	-
Amgen Inc. (AMGN) AMGN	P	8 Jun 2018	$1,001 - $15,000	-
PIMCO INCOME FUND INST CL... PIMIX	P	8 Jun 2018	$1,001 - $15,000	-
JH Funds II Strat JIPIX JIPIX	S	8 Jun 2018	$1,001 - $15,000	-
Vmware, Inc. Common Stock... VMW	P	8 Jun 2018	$1,001 - $15,000	-
PIMCO EQS L S Fund PMHIX PMHIX	S	8 Jun 2018	$1,001 - $15,000	-
Mettler-Toledo Internatio... MTD	P	8 Jun 2018	$1,001 - $15,000	-
Apple Inc. (AAPL) AAPL	P	8 Jun 2018	$1,001 - $15,000	-
Nuveen Global Infra FGIYX FGIYX	S	8 Jun 2018	$1,001 - $15,000	-
CALVERT EMG MKTS EQUITY C... CVMIX	P	8 Jun 2018	$1,001 - $15,000	-
Columbia Corporate Income... CPIRX	S	8 Jun 2018	$1,001 - $15,000	-
JH Classic Value FD JCVIX JCVIX	S	8 Jun 2018	$1,001 - $15,000	-
Ascendis Pharma A/S - Ame... ASND	P	8 Jun 2018	$1,001 - $15,000	-
Pimco All Asset All Auth ... PAUIX	S	8 Jun 2018	$1,001 - $15,000	-
Columbia Select Large Cap... CGTRX	S	8 Jun 2018	$1,001 - $15,000	-
Visa Inc. (V) V	P	8 Jun 2018	$1,001 - $15,000	-
Celgene Corporation (CELG... CELG	P	8 Jun 2018	$1,001 - $15,000	-
Pimco Low Duration Fund P... PTLDX	S	8 Jun 2018	$15,001 - $50,000	-
Oppenheimer Global Focus ... GLVYX	S	8 Jun 2018	$1,001 - $15,000	-
FPA Crescent Port FPACX FPACX	S	8 Jun 2018	$1,001 - $15,000	-
Walgreens Boots Alliance,... WBA	P	8 Jun 2018	$1,001 - $15,000	-
Biogen Inc. (BIIB) BIIB	P	8 Jun 2018	$1,001 - $15,000	-
CALVERT INTERNATIONAL OPP... COIIX	P	8 Jun 2018	$1,001 - $15,000	-
Blackrock Global Alloc MA... MALOX	S	8 Jun 2018	$1,001 - $15,000	-
Microsoft Corporation (MS... MSFT	P	8 Jun 2018	$1,001 - $15,000	-
GSF Global BOnd Inv GGBFX GGBFX	P	8 Jun 2018	$1,001 - $15,000	-
Calvert Emg Mkts CVMIX CVMIX	P	8 Jun 2018	$15,001 - $50,000	-
Integrated Device Technol... IDTI	P	8 Jun 2018	$1,001 - $15,000	-
CALVERT EMG MKTS EQUITY C... CVMIX	P	8 Jun 2018	$1,001 - $15,000	-
Express Scripts Holding C... ESRX	P	8 Jun 2018	$1,001 - $15,000	3 lots were sold only one is >1k so only one P is on Sch B
Alphabet Inc. - Class A (... GOOGL	P	8 Jun 2018	$1,001 - $15,000	-
Capital Income Builder CL... CAIFX	S	8 Jun 2018	$1,001 - $15,000	-
Pimco Short Term Fund Ins... PTSHX	S	8 Jun 2018	$15,001 - $50,000	-
International Growth Fund... OIGYX	S	8 Jun 2018	$1,001 - $15,000	-
Diamon Hill Short FD DHLS... DHLSX	S	8 Jun 2018	$1,001 - $15,000	-
WFA Asset Allocation Ins ... EAAIX	S	8 Jun 2018	$15,001 - $50,000	-
Sysco Corporation (SYY) SYY	P	8 Jun 2018	$1,001 - $15,000	-
Calvert International Opp... COIIX	P	8 Jun 2018	$1,001 - $15,000	-
Wells Fargo Intl Value FD... WFVIX	S	8 Jun 2018	$1,001 - $15,000	-
Marathon Petroleum Corpor... MPC	P	8 Jun 2018	$1,001 - $15,000	-
Mastercard Incorporated (... MA	P	8 Jun 2018	$1,001 - $15,000	-
Pimco Dynamic Bond Fund P... PFIUX	S	8 Jun 2018	$15,001 - $50,000	-
Cisco Systems, Inc. (CSCO... CSCO	P	8 Jun 2018	$1,001 - $15,000	-
Nuveen Symphony Floating ... NFRIX	S	8 Jun 2018	$1,001 - $15,000	-
JH US Global Leaders Gro ... USLIX	S	8 Jun 2018	$1,001 - $15,000	-
AT&T Inc. (T) T	P	8 Jun 2018	$1,001 - $15,000	-
Compass Diversified Holdi... CODI	S	29 May 2018	$1,001 - $15,000	-
Alphabet Inc. - Class A (... GOOGL	S	24 May 2018	$1,001 - $15,000	-
Tailored Brands, Inc. (TL... TLRD	S	24 May 2018	$1,001 - $15,000	-
Amazon.Com, Inc. (AMZN) AMZN	S	24 May 2018	$1,001 - $15,000	-
Eventide Multi-Asset Inco... ETIMX	P	22 May 2018	$1,001 - $15,000	-
Lowe's Companies, Inc. (L... LOW	S	16 May 2018	$1,001 - $15,000	-
Archer-Daniels-Midland Co... ADM	S	7 May 2018	$1,001 - $15,000	-
Capital One Financial Cor... COF	P	7 May 2018	$1,001 - $15,000	-
Best Buy Co., Inc. (BBY) BBY	P	7 May 2018	$1,001 - $15,000	-
PNC Financial Services Gr... PNC	S	2 May 2018	$1,001 - $15,000	-
Kroger Company (KR) KR	P	30 Apr 2018	$1,001 - $15,000	-
Legg Mason Brandywine Glo... LROIX	S	11 Apr 2018	$1,001 - $15,000	-
Invesco Balanced Risk Com... BRCYX	S	11 Apr 2018	$1,001 - $15,000	-
Amazon.Com, Inc. (AMZN) AMZN	P	31 Mar 2018	$1,001 - $15,000	-
Citigroup, Inc. (C) C	S	26 Feb 2018	$1,001 - $15,000	-
Sysco Corporation (SYY) SYY	P	26 Feb 2018	$1,001 - $15,000	-
CBS Corporation Class B (... CBS	S	20 Feb 2018	$1,001 - $15,000	-
Regal Entertainment Group... RGC	S	12 Feb 2018	$1,001 - $15,000	-
iShares 7-10 Year Treasur... IEF	P	8 Feb 2018	$1,001 - $15,000	-
Calvert International Opp... COIIX	S	29 Jan 2018	$1,001 - $15,000	-
GSF Med Dur BD GMDZX GMDZX	P	26 Jan 2018	$1,001 - $15,000	-
Buffalo Wild Wings, Inc. ... BWLD	S	26 Jan 2018	$1,001 - $15,000	-
Marathon Petroleum Corpor... MPC	P	27 Nov 2017	$1,001 - $15,000	-
Bank of America Corporati... BAC	P	4 Apr 2017	$1,001 - $15,000	-
Alphabet Inc. - Class A (... GOOGL	P	4 Apr 2017	$1,001 - $15,000	-
Cisco Systems, Inc. (CSCO... CSCO	P	4 Apr 2017	$1,001 - $15,000	-
iShares Currency Hedged M... HEZU	P	8 Feb 2017	$1,001 - $15,000	-
Oppenheimer Global Focus ... GLVYX	P	8 Feb 2017	$1,001 - $15,000	-
iShares Core MSCI Emergin... IEMG	P	8 Feb 2017	$1,001 - $15,000	-
iShares 3-7 Year Treasury... IEI	P	8 Feb 2017	$1,001 - $15,000	-
International Growth Fund... OIGYX	P	8 Feb 2017	$1,001 - $15,000	-