Mikie SherrillFiling

Annual Report | Filed on 13 Aug 2021

This congressional financial disclosure from Mikie Sherrill (annual report) filed on August 13, 2021 contains 244 stock trades including BMY, XOM, NEE, AJG, PEG and 115 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Mikie Sherrill

Filing Type

Annual Report

Filed Date

13 Aug 2021

View Original Filing (PDF)

Transactions

244 transactions


SPDR Gold Trust (GLD) [ST... GLD	P	27 Jul 2020	$50,001 - $100,000	Joint
Rollover IRA 90127 ⇒ VANG...	P	17 Jul 2020	$15,001 - $50,000	Spouse
Rollover IRA 90127 ⇒ INDU...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	S	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	S	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ MATE...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ THE ...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	S	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ ISHA...	P	17 Jul 2020	$15,001 - $50,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	S (partial)	17 Jul 2020	$15,001 - $50,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	S	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ ISHA...	S	17 Jul 2020	$50,001 - $100,000	Spouse
Rollover IRA 95031 ⇒ HEAL...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	S	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ VANG...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ ISHA...	S (partial)	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ VANG...	P	17 Jul 2020	$15,001 - $50,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ ISHA...	S	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ REAL...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ JPMO...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ ISHA...	S	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ REAL...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ THE ...	P	17 Jul 2020	$15,001 - $50,000	Spouse
Rollover IRA 90127 ⇒ UTIL...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ INDU...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	S	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ VANG...	S (partial)	17 Jul 2020	$15,001 - $50,000	-
Rollover IRA 90127 ⇒ VANG...	S (partial)	17 Jul 2020	$15,001 - $50,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	S	17 Jul 2020	$15,001 - $50,000	Spouse
Rollover IRA 90127 ⇒ VANG...	S (partial)	17 Jul 2020	$15,001 - $50,000	Spouse
Rollover IRA 95031 ⇒ INDU...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ INDU...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ REAL...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ENER...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ JPMO...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ COMM...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ HEAL...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ INDU...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ FINA...	P	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ ISHA...	P	17 Jul 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ VANG...	S (partial)	17 Jul 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ HEAL...	P	17 Jul 2020	$15,001 - $50,000	Spouse
Mass Mutual ⇒ Mass Mutual...	P	29 Jun 2020	$1,001 - $15,000	-
Mass Mutual ⇒ Mass Mutual...	P	26 Jun 2020	$15,001 - $50,000	Spouse
ISHARES MSCI ACWI EX US E...	P	18 Jun 2020	$100,001 - $250,000	Joint
JPM DIVERSIFIED RETURN GL...	S	18 Jun 2020	$100,001 - $250,000	Joint
UBS Group AG Registered O... UBS	S	1 Jun 2020	$50,001 - $100,000	Joint
UBS Group AG Registered O... UBS	S (partial)	29 Apr 2020	$100,001 - $250,000	Joint
Mass Mutual ⇒ Mass Mutual...	P	30 Mar 2020	$1,001 - $15,000	-
Mass Mutual ⇒ Mass Mutual...	P	30 Mar 2020	$15,001 - $50,000	Spouse
UBS 401K ⇒ Vanguard Targe...	P	30 Mar 2020	$15,001 - $50,000	Spouse
ISHARES CORE S&P 500 ETF ...	P	11 Mar 2020	$15,001 - $50,000	Joint
ISHARES CORE S&P 500 ETF ...	P	9 Mar 2020	$15,001 - $50,000	Joint
TECHNOLOGY SELECT SECTOR ...	P	28 Feb 2020	$15,001 - $50,000	Joint
ISHARES CORE HIGH DIVID E...	P	28 Feb 2020	$15,001 - $50,000	Joint
ISHARES RUSSELL 1000 GROW...	P	27 Feb 2020	$100,001 - $250,000	Joint
ISHARES CORE MSCI EAFE ET...	S	27 Feb 2020	$100,001 - $250,000	Joint
TECHNOLOGY SELECT SECTOR ...	P	27 Feb 2020	$100,001 - $250,000	Joint
ISHARES MSCI EAFE ETF [EF...	P	27 Feb 2020	$100,001 - $250,000	Joint
SPDR S&P 500 ETF TR [EF]	S	27 Feb 2020	$15,001 - $50,000	Joint
SCHWAB US DIVID EQUITY ET...	S	27 Feb 2020	$100,001 - $250,000	Joint
ISHARES CORE S&P 500 ETF ...	P	27 Feb 2020	$50,001 - $100,000	Joint
FIDELITY DIVID ETF RISE R...	S	27 Feb 2020	$100,001 - $250,000	Joint
SPDR PORTFOLIO S&P 500 GR...	S	27 Feb 2020	$100,001 - $250,000	Joint
INVESCO QQQ TRUST ETF [EF...	S	27 Feb 2020	$15,001 - $50,000	Joint
ISHARES CORE HIGH DIVID E...	P	27 Feb 2020	$100,001 - $250,000	Joint
JPM DIVERSIFIED RETURN GL...	P	27 Feb 2020	$100,001 - $250,000	Joint
ISHARES EXPANDED TECH-SOF...	S	27 Feb 2020	$100,001 - $250,000	Joint
JPM DIVERSIFIED RETURN GL...	S	27 Feb 2020	$100,001 - $250,000	Joint
ISHARES S&P 500 GROWTH ET...	P	27 Feb 2020	$100,001 - $250,000	Joint
SPDR S&P 500 ETF TR [EF]	P	25 Feb 2020	$15,001 - $50,000	Joint
INVESCO QQQ TRUST ETF [EF...	P	25 Feb 2020	$15,001 - $50,000	Joint
Fidelity Dividend ETF for... FDRR	P	21 Feb 2020	$100,001 - $250,000	-
iShares Expanded Tech-Sof... IGV	P	21 Feb 2020	$100,001 - $250,000	-
Schwab US Dividend Equity... SCHD	P	21 Feb 2020	$100,001 - $250,000	-
Nuveen ESG Large-Cap Grow... NULG	P	21 Feb 2020	$100,001 - $250,000	-
SPDR Series Trust SPDR Po... SPYG	P	21 Feb 2020	$100,001 - $250,000	-
Bristol-Myers Squibb Comp... BMY	S	20 Feb 2020	$1,001 - $15,000	-
NextEra Energy, Inc. (NEE... NEE	S	20 Feb 2020	$1,001 - $15,000	-
Arthur J. Gallagher & Co.... AJG	S	20 Feb 2020	$1,001 - $15,000	-
Public Service Enterprise... PEG	S	20 Feb 2020	$1,001 - $15,000	-
Yum China Holdings, Inc. ... YUMC	S	20 Feb 2020	$1,001 - $15,000	-
Walmart Inc. (WMT) [ST] WMT	S	20 Feb 2020	$1,001 - $15,000	-
Oracle Corporation (ORCL)... ORCL	S	20 Feb 2020	$15,001 - $50,000	-
CME Group Inc. - Class A ... CME	S	20 Feb 2020	$1,001 - $15,000	-
Philip Morris Internation... PM	S	20 Feb 2020	$1,001 - $15,000	-
Xcel Energy Inc. (XEL) [S... XEL	S	20 Feb 2020	$1,001 - $15,000	-
Medtronic plc. Ordinary S... MDT	S	20 Feb 2020	$1,001 - $15,000	-
QUALCOMM Incorporated (QC... QCOM	S	20 Feb 2020	$1,001 - $15,000	-
Abbott Laboratories (ABT)... ABT	S	20 Feb 2020	$1,001 - $15,000	-
Exxon Mobil Corporation (... XOM	S	20 Feb 2020	$1,001 - $15,000	-
Johnson & Johnson (JNJ) [... JNJ	S	20 Feb 2020	$1,001 - $15,000	-
Starbucks Corporation (SB... SBUX	S	20 Feb 2020	$1,001 - $15,000	-
Northern Trust Corporatio... NTRS	S	20 Feb 2020	$1,001 - $15,000	-
Facebook, Inc. - Class A ... FB	S	20 Feb 2020	$15,001 - $50,000	-
International Business Ma... IBM	S	20 Feb 2020	$1,001 - $15,000	-
T. Rowe Price Group, Inc.... TROW	S	20 Feb 2020	$1,001 - $15,000	-
Coca-Cola Company (KO) [S... KO	S	20 Feb 2020	$15,001 - $50,000	-
Visa Inc. (V) [ST] V	S	20 Feb 2020	$15,001 - $50,000	-
M&T Bank Corporation (MTB... MTB	S	20 Feb 2020	$1,001 - $15,000	-
Procter & Gamble Company ... PG	S	20 Feb 2020	$15,001 - $50,000	-
Chubb Limited (CB) [ST] CB	S	20 Feb 2020	$1,001 - $15,000	-
Colgate-Palmolive Company... CL	S	20 Feb 2020	$1,001 - $15,000	-
Apple Inc. (AAPL) [ST] AAPL	S	20 Feb 2020	$1,001 - $15,000	-
Simon Property Group, Inc... SPG	S	20 Feb 2020	$1,001 - $15,000	-
Discover Financial Servic... DFS	S	20 Feb 2020	$1,001 - $15,000	-
CVS Health Corporation (C... CVS	S	20 Feb 2020	$1,001 - $15,000	-
Danone Sponsored ADR (DAN... DANOY	S	20 Feb 2020	$1,001 - $15,000	-
Microsoft Corporation (MS... MSFT	S	20 Feb 2020	$15,001 - $50,000	-
Chevron Corporation (CVX)... CVX	S	20 Feb 2020	$1,001 - $15,000	-
U.S. Bancorp (USB) [ST] USB	S	20 Feb 2020	$1,001 - $15,000	-
Las Vegas Sands Corp. (LV... LVS	S	20 Feb 2020	$1,001 - $15,000	-
Varian Medical Systems, I... VAR	S	20 Feb 2020	$1,001 - $15,000	-
Gilead Sciences, Inc. (GI... GILD	S	20 Feb 2020	$1,001 - $15,000	-
Marsh & McLennan Companie... MMC	S	20 Feb 2020	$1,001 - $15,000	-
Edison International (EIX... EIX	S	20 Feb 2020	$1,001 - $15,000	-
Parker-Hannifin Corporati... PH	S	20 Feb 2020	$1,001 - $15,000	-
Hartford Financial Servic... HIG	S	20 Feb 2020	$1,001 - $15,000	-
PNC Financial Services Gr... PNC	S	20 Feb 2020	$1,001 - $15,000	-
Comcast Corporation - Cla... CMCSA	S	20 Feb 2020	$1,001 - $15,000	-
Boston Properties, Inc. (... BXP	S	20 Feb 2020	$1,001 - $15,000	-
Eli Lilly and Company (LL... LLY	S	20 Feb 2020	$1,001 - $15,000	-
Honeywell International I... HON	S	20 Feb 2020	$1,001 - $15,000	-
Automatic Data Processing... ADP	S	20 Feb 2020	$1,001 - $15,000	-
Entergy Corporation (ETR)... ETR	S	20 Feb 2020	$1,001 - $15,000	-
Mondelez International, I... MDLZ	S	20 Feb 2020	$1,001 - $15,000	-
Norfolk Southern Corporat... NSC	S	20 Feb 2020	$1,001 - $15,000	-
Alexandria Real Estate Eq... ARE	S	20 Feb 2020	$1,001 - $15,000	-
NVIDIA Corporation (NVDA)... NVDA	S	20 Feb 2020	$15,001 - $50,000	-
Republic Services, Inc. (... RSG	S	20 Feb 2020	$1,001 - $15,000	-
DuPont de Nemours, Inc. (... DD	S	20 Feb 2020	$1,001 - $15,000	-
Texas Instruments Incorpo... TXN	S	20 Feb 2020	$1,001 - $15,000	-
FactSet Research Systems ... FDS	S	20 Feb 2020	$1,001 - $15,000	-
Amazon.com, Inc. (AMZN) [... AMZN	S	20 Feb 2020	$15,001 - $50,000	-
Pepsico, Inc. (PEP) [ST] PEP	S	20 Feb 2020	$1,001 - $15,000	-
Expeditors International ... EXPD	S	20 Feb 2020	$1,001 - $15,000	-
ConocoPhillips (COP) [ST] COP	S	20 Feb 2020	$1,001 - $15,000	-
Deere & Company (DE) [ST] DE	S	20 Feb 2020	$1,001 - $15,000	-
Monster Beverage Corporat... MNST	S	20 Feb 2020	$1,001 - $15,000	-
Hasbro, Inc. (HAS) [ST] HAS	S	20 Feb 2020	$1,001 - $15,000	-
Novartis AG (NVS) [ST] NVS	S	20 Feb 2020	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	S	20 Feb 2020	$1,001 - $15,000	-
Fidelity National Informa... FIS	S	20 Feb 2020	$1,001 - $15,000	-
Capital One Financial Cor... COF	S	20 Feb 2020	$1,001 - $15,000	-
Wells Fargo & Company (WF... WFC	S	20 Feb 2020	$1,001 - $15,000	-
MetLife, Inc. (MET) [ST] MET	S	20 Feb 2020	$1,001 - $15,000	-
Regeneron Pharmaceuticals... REGN	S	20 Feb 2020	$1,001 - $15,000	-
Cullen/Frost Bankers, Inc... CFR	S	20 Feb 2020	$1,001 - $15,000	-
Ventas, Inc. (VTR) [ST] VTR	S	20 Feb 2020	$1,001 - $15,000	-
Alibaba Group Holding Lim... BABA	S	20 Feb 2020	$15,001 - $50,000	-
Stanley Black & Decker, I... SWK	S	20 Feb 2020	$1,001 - $15,000	-
Becton, Dickinson and Com... BDX	S	20 Feb 2020	$1,001 - $15,000	-
Vornado Realty Trust (VNO... VNO	S	20 Feb 2020	$1,001 - $15,000	-
Novo Nordisk A/S (NVO) [S... NVO	S	20 Feb 2020	$1,001 - $15,000	-
Truist Financial Corporat... TFC	S	20 Feb 2020	$1,001 - $15,000	-
PPG Industries, Inc. (PPG... PPG	S	20 Feb 2020	$1,001 - $15,000	-
Accenture plc Class A Ord... ACN	S	20 Feb 2020	$1,001 - $15,000	-
Bank of America Corporati... BAC	S	20 Feb 2020	$1,001 - $15,000	-
Cerner Corporation (CERN)... CERN	S	20 Feb 2020	$1,001 - $15,000	-
Home Depot, Inc. (HD) [ST... HD	S	20 Feb 2020	$1,001 - $15,000	-
Cisco Systems, Inc. (CSCO... CSCO	S	20 Feb 2020	$1,001 - $15,000	-
Autodesk, Inc. (ADSK) [ST... ADSK	S	20 Feb 2020	$15,001 - $50,000	-
General Dynamics Corporat... GD	S	20 Feb 2020	$1,001 - $15,000	-
AvalonBay Communities, In... AVB	S	20 Feb 2020	$1,001 - $15,000	-
V.F. Corporation (VFC) [S... VFC	S	20 Feb 2020	$1,001 - $15,000	-
SEI Investments Company (... SEIC	S	20 Feb 2020	$1,001 - $15,000	-
BlackRock, Inc. (BLK) [ST... BLK	S	20 Feb 2020	$1,001 - $15,000	-
McDonald's Corporation (M... MCD	S	20 Feb 2020	$1,001 - $15,000	-
Verizon Communications In... VZ	S	20 Feb 2020	$1,001 - $15,000	-
Roche Holdings AG Basel A... RHHBY	S	20 Feb 2020	$1,001 - $15,000	-
Amgen Inc. (AMGN) [ST] AMGN	S	20 Feb 2020	$1,001 - $15,000	-
Alphabet Inc. - Class A (... GOOGL	S	20 Feb 2020	$1,001 - $15,000	-
CMS Energy Corporation (C... CMS	S	20 Feb 2020	$1,001 - $15,000	-
Pfizer, Inc. (PFE) [ST] PFE	S	20 Feb 2020	$1,001 - $15,000	-
Wyndham Hotels & Resorts,... WH	S	20 Feb 2020	$1,001 - $15,000	-
Valero Energy Corporation... VLO	S	20 Feb 2020	$1,001 - $15,000	-
The Travelers Companies, ... TRV	S	20 Feb 2020	$1,001 - $15,000	-
Analog Devices, Inc. (ADI... ADI	S	20 Feb 2020	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S	20 Feb 2020	$1,001 - $15,000	-
Altria Group, Inc. (MO) [... MO	S	20 Feb 2020	$1,001 - $15,000	-
Prudential Financial, Inc... PRU	S	20 Feb 2020	$1,001 - $15,000	-
RPM International Inc. (R... RPM	S	20 Feb 2020	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	S	20 Feb 2020	$1,001 - $15,000	-
Yum! Brands, Inc. (YUM) [... YUM	S	20 Feb 2020	$1,001 - $15,000	-
Air Products and Chemical... APD	S	20 Feb 2020	$1,001 - $15,000	-
United Technologies Corpo... UTX	S	20 Feb 2020	$1,001 - $15,000	-
Dover Corporation (DOV) [... DOV	S	20 Feb 2020	$1,001 - $15,000	-
Schlumberger N.V. (SLB) [... SLB	S	20 Feb 2020	$1,001 - $15,000	-
Progressive Corporation (... PGR	S	20 Feb 2020	$1,001 - $15,000	-
Illinois Tool Works Inc. ... ITW	S	20 Feb 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ VANG...	S (partial)	7 Feb 2020	$1,001 - $15,000	Spouse
Merck & Company, Inc. Com... MRK	S	6 Feb 2020	$770.32	-
International Business Ma... IBM	P	4 Feb 2020	$1,001 - $15,000	-
M&T Bank Corporation (MTB... MTB	P	27 Jan 2020	$1,001 - $15,000	-
Exxon Mobil Corporation (... XOM	P	21 Jan 2020	$1,001 - $15,000	-
DuPont de Nemours, Inc. (... DD	P	21 Jan 2020	$1,001 - $15,000	-
Vornado Realty Trust (VNO... VNO	P	21 Jan 2020	$1,001 - $15,000	-
BlackRock, Inc. (BLK) [ST... BLK	P	21 Jan 2020	$1,001 - $15,000	-
General Dynamics Corporat... GD	P	21 Jan 2020	$1,001 - $15,000	-
Pfizer, Inc. (PFE) [ST] PFE	P	21 Jan 2020	$1,001 - $15,000	-
Gilead Sciences, Inc. (GI... GILD	P	21 Jan 2020	$1,001 - $15,000	-
Ventas, Inc. (VTR) [ST] VTR	P	21 Jan 2020	$1,001 - $15,000	-
Prudential Financial, Inc... PRU	P	21 Jan 2020	$1,001 - $15,000	-
Philip Morris Internation... PM	P	21 Jan 2020	$1,001 - $15,000	-
Bristol-Myers Squibb Comp... BMY	P	21 Jan 2020	$1,001 - $15,000	-
SPDR S&P 500 ETF TR UNSOL...	S (partial)	16 Jan 2020	$1,001 - $15,000	Joint
ISHARES RUSSELL 1000 VALU...	S	16 Jan 2020	$1,001 - $15,000	Joint
Schlumberger N.V. (SLB) [... SLB	P	15 Jan 2020	$1,001 - $15,000	-
Amazon.com, Inc. (AMZN) [... AMZN	P	15 Jan 2020	$1,001 - $15,000	-
SEI Investments Company (... SEIC	P	15 Jan 2020	$1,001 - $15,000	-
Regeneron Pharmaceuticals... REGN	P	15 Jan 2020	$1,001 - $15,000	-
Colgate-Palmolive Company... CL	P	15 Jan 2020	$1,001 - $15,000	-
VANGUARD GROWTH ETF UNSOL...	S	13 Jan 2020	$15,001 - $50,000	Joint
Rollover IRA 95031 ⇒ ISHA...	P	8 Jan 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ VANG...	S (partial)	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	P	8 Jan 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ ISHA...	S (partial)	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	P	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ VANG...	S	8 Jan 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ ISHA...	S	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ CONS...	P	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ VANG...	S (partial)	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	S	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ VANG...	P	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	S	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	P	8 Jan 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ ISHA...	P	8 Jan 2020	$1,001 - $15,000	-
Rollover IRA 95031 ⇒ ISHA...	S	8 Jan 2020	$1,001 - $15,000	-
Rollover IRA 90127 ⇒ CONS...	P	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	P	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	P	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 90127 ⇒ ISHA...	P	8 Jan 2020	$1,001 - $15,000	Spouse
Rollover IRA 95031 ⇒ ISHA...	S	8 Jan 2020	$1,001 - $15,000	-
Roche Holdings AG Basel A... RHHBY	P	2 Jan 2020	$1,001 - $15,000	-