Annual financial disclosure for 2017, filed May 11, 2018. Includes 179 assets and 1 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo | mortgage | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Vanguard Mid Cap ETF | N/A |
Vanguard Short Term Corp Bond ETF | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Bank of America Account | $100,001 - $250,000 |
Bank of America Account | $15,001 - $50,000 |
Capital One Savings Account | $100,001 - $250,000 |
PERAdvantage 2030 Fund | $1,001 - $15,000 |
PERAdvantage US Large Cap Stock | $15,001 - $50,000 |
John Hancock 529 College Portfolio C2 AK, US | $100,001 - $250,000 |
John Hancock 529 Short Term Bond Portfolio C2 AK, US | $1,001 - $15,000 |
John Hancock Fixed Income Portfolio C2 AK, US | $1,001 - $15,000 |
Sequoia Fund | $50,001 - $100,000 |
John Hancock 529 College Portfolio C2 AK, US | $100,001 - $250,000 |
John Hancock 529 Fixed Income Portfolio C2 AK, US | $15,001 - $50,000 |
John Hancock 529 Short Term Bond Portfolio C2 AK, US | $15,001 - $50,000 |
D2 Irrevocable Trust ⇒ Sequoia Fund AK, US | $50,001 - $100,000 |
D3 Irrevocable Trust ⇒ John Hancock 529 College Portfolio C2 AK, US | $250,001 - $500,000 |
D3 Irrevocable Trust ⇒ John Hancock 529 Fixed Income Portfolio 2 AK, US | $15,001 - $50,000 |
D3 Irrevocable Trust ⇒ John Hancock 529 Short Term Bond Portfolio 2 AK, US | $15,001 - $50,000 |
D3 Irrevocable Trust ⇒ Sequoia Fund MA, US | $15,001 - $50,000 |
Family Home (non-primary) Truro, MA, US | $500,001 - $1,000,000 |
Judith S. Clark Irrevocable Trust ⇒ Amsouth Bancorporation Sub Deb | $1,001 - $15,000 |
| $100,001 - $250,000 |
Judith S. Clark Irrevocable Trust ⇒ Avondale AZ Projs of 1998 2007 Build Amer | $15,001 - $50,000 |
Judith S. Clark Irrevocable Trust ⇒ BANK OF AMER CORP FXD RT SUB NT SER L | $1,001 - $15,000 |
| $50,001 - $100,000 |
Judith S. Clark Irrevocable Trust ⇒ Camden County NJ Impt Auth Lease Rev Taxable-C | $1,001 - $15,000 |
| $15,001 - $50,000 |
Clean Harbors Inc CTF DXD NT | $1,001 - $15,000 |
Corporate Capital Trust | $15,001 - $50,000 |
DOLLAR GEN CORP NEW SR FXD RT | $1,001 - $15,000 |
Eaton Vance Muni National Muni Cl I | $1,001 - $15,000 |
Fidelity Government Money Market | $250,001 - $500,000 |
Flextronics Intl Ltd SR NT | $1,001 - $15,000 |
| $1,001 - $15,000 |
FS Energy and Power Fund | $50,001 - $100,000 |
HEALTHSOUTH CORP SR NT | $1,001 - $15,000 |
| $15,001 - $50,000 |
Icahn Enterprises LP / Icahn Enterprises Fin Co RP GTD Fixed Rate Sr 6.000% | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
JP Morgan Chase & Co. SR NT | $1,001 - $15,000 |
KB Home SR NT 7.500% | $1,001 - $15,000 |
Microsoft Corp Fixed Rate Note | $1,001 - $15,000 |
| $15,001 - $50,000 |
Nebraska Coop Republican Platte Enhancement | $15,001 - $50,000 |
NetApp Inc SR NT | $1,001 - $15,000 |
New Orleans LA RFDG-Taxable-Ltd Tax | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Puerto Rico Commonwealth Govt Dev BK RFDG SR NTS | $1,001 - $15,000 |
Radian Group Inc SR NT | $1,001 - $15,000 |
RENT A CTR INC NEW GTD FIXED RT SR | $1,001 - $15,000 |
ROYAL BK SCOTLAND GROUP PLC SUB NT TIER 2 | $1,001 - $15,000 |
Ryland Group Inc Sr NT | $1,001 - $15,000 |
SPDR S&P 500 ETF | $250,001 - $500,000 |
STATE STR CORP SR SUB NT | $1,001 - $15,000 |
Tenet Healthcare Corp SR SEC NT | $1,001 - $15,000 |
TEVA PHARMACEUTICAL FIN IV B V SR NT | $1,001 - $15,000 |
| $15,001 - $50,000 |
TOLL BROS FIN CORP GTD FXD RT | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
WELLS FARGO & CO NEWMEDIUM TERM SR NTS FXD RT SER M | $1,001 - $15,000 |
| N/A |
Zions Bancorporation Medium Term SR NTS SR NT | $1,001 - $15,000 |
Massachusetts state pension | N/A |
Sequoia Fund | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Vanguard Mid Cap ETF | $1,001 - $15,000 |
Vanguard Small Cap ETF | $1,001 - $15,000 |
Vanguard Total Bond Market ETF | $1,001 - $15,000 |
College Portfolio C2 AK, US | $15,001 - $50,000 |
College Portfolio C2 AK, US | $100,001 - $250,000 |
College Portfolio C2 AK, US | $100,001 - $250,000 |
Family Home (non-primary) Truro, MA, US | $500,001 - $1,000,000 |
ARAMARK Corp Guaranteed Senior Note | $1,001 - $15,000 |
Community Health Systems Inc Senior Secured Note | $1,001 - $15,000 |
| $1,001 - $15,000 |
SPDR S&P 500 ETF Trust Unit Series 1 | $100,001 - $250,000 |
Synovus Financial Corp Subordinated Note | $1,001 - $15,000 |
T-Mobile USA Inc GTD SR FXD RT | $1,001 - $15,000 |
United States Treasury NTS Note | $15,001 - $50,000 |
WellCare Group Inc FXD RT SR | $1,001 - $15,000 |
| $15,001 - $50,000 |
