Donald W. NorcrossFiling

Annual Report | Filed on 07 Aug 2020

This congressional financial disclosure from Donald W. Norcross (annual report) filed on August 7, 2020 contains 30 stock trades. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Donald W. Norcross

Filing Type

Annual Report

Filed Date

07 Aug 2020

View Original Filing (PDF)

Transactions

30 transactions


Columbia Large Cap Value ...	P	17 Dec 2019	$1,001 - $15,000	Joint
Columbia Large Cap Value ...	S (partial)	2 Dec 2019	$15,001 - $50,000	Joint
i shs Core S&P 500 [MF]	P	19 Oct 2019	$1,001 - $15,000	Joint. Purchase on October 19, 2019 for $9,938.00
Goldman Sachs GQG Partner...	P	19 Oct 2019	$15,001 - $50,000	Joint. Purchase on October 19, 2019 for $17,300.00
MFS Municipal Income [MF]	P	19 Oct 2019	$15,001 - $50,000	Joint. Purchase on October 19, 2019 for $25,000.00
Templeton Global Bond [MF...	S (partial)	15 Oct 2019	$15,001 - $50,000	-
Columbia Strategic Income...	S (partial)	15 Oct 2019	$1,001 - $15,000	-
Fidelity New Insights [MF...	P	15 Oct 2019	$1,001 - $15,000	-
Fidelity Total Bond [MF]	P	15 Oct 2019	$1,001 - $15,000	Spouse
Templeton Global Bond Adv...	S (partial)	15 Oct 2019	$1,001 - $15,000	Sold on October 15, 2019 for $25,000.00
Fidelity Advisor Strategi...	P	15 Oct 2019	$1,001 - $15,000	-
i shs MSCI EAFE [EF]	S (partial)	15 Oct 2019	$15,001 - $50,000	Joint. Sold on October 15, 2019 for $18,062.00,
Delaware Emerging Markets...	P	19 Mar 2019	$1,001 - $15,000	Purchase on March 19, 2019 for $8,000.00
i shs Core S&P Small Cap ...	P	19 Mar 2019	$1,001 - $15,000	Spouse
Fidelity New Insights [MF...	P	19 Mar 2019	$1,001 - $15,000	-
Fidelity Growth Opportuni...	P	19 Mar 2019	$1,001 - $15,000	Joint. Purchase on March 19, 2019 for $5,600.00
Fidelity Total Bond [MF]	P	19 Mar 2019	$1,001 - $15,000	Spouse. Purchase on March 19, 2019 for $6,000.00
Columbia Seligman Communi...	S (partial)	19 Mar 2019	$15,001 - $50,000	Joint. Sold on March 19, 2019 for $21,304.00.
Columbia Large Cap Value ...	P	17 Dec 2018	$1,001 - $15,000	Joint. Purchase March 15, 2018 through December 17, 2018 for $3,000.00 Sale...
Wells Fargo Wealthbuilder...	P	17 Apr 2018	$15,001 - $50,000	Spouse. Purchase on April 17, 2018 for $15,006.00.
Fidelity New Insights [MF...	P	17 Apr 2018	$15,001 - $50,000	Purchase on April 17, 2018 for $18,000.00
Oppenheimer Steelpath MLP...	S (partial)	17 Apr 2018	$1,001 - $15,000	Sold on April 17, 2018 for $12,840.00.
i shs Core S&P Small Cap ...	S (partial)	17 Apr 2018	$1,001 - $15,000	Spouse
MFS Research Intl [MF]	P	17 Apr 2018	$1,001 - $15,000	Spouse. Purchase on April 17, 2018 for $2,600.00
Fidelity Advisor Floating...	P	17 Apr 2018	$1,001 - $15,000	Joint. Purchase on April 17, 2018 for approximately $6,000
Fidelity Advisor Strategi...	P	17 Apr 2018	$1,001 - $15,000	Purchase on April 17, 2018 for $8,200.00.
Columbia Strategic Income...	P	17 Apr 2018	$1,001 - $15,000	Purchase on April 17,2018 for $2,000.00
Columbia Dividend Opp. [M...	S (partial)	17 Apr 2018	$15,001 - $50,000	Spouse
Columbia Large Cap Value ...	S (partial)	22 Mar 2018	$1,001 - $15,000	Joint. Purchase March 15, 2018 through December 17, 2018 for $3,000.00 Sale...
Columbia Diversified Eq. ...	P	16 Jan 2018	$1,001 - $15,000	Joint. Purchase on January 16, 2018 through February 15, 2018 for $600.00.