Paul R Lawrence
3trades · $97.5K est.
0%
disclosed on time · 3 late, worst 32d over
$6.5Mest. assets · Nominee 278 (02/07/2025)
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| D Dominion Energy, Inc. | Sell | $15K – $50K | Self | May 8, 2025 | 16d late filing ↗ |
| THISX T Rowe Price Health Sciences Fund, Inc Class I Shares | Sell | $15K – $50K | Self | Apr 28, 2025 | 26d late filing ↗ |
| FSCSX Fidelity Software and IT Services Portfolio | Sell | $15K – $50K | Self | Apr 22, 2025 | 32d late filing ↗ |
Asset holdings
Nominee 278 (02/07/2025) · filed Feb 7, 2025All positions
106 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| PricewaterhouseCoopers , defined benefit plan (value not readily ascertainable) | Self | — | Retirement Payments (monthly) · $3.6K |
| Ernst & Young, defined benefit plan (value not readily ascertainable) | Self | — | Retirement Payments (monthly) · $6.5K |
| BDR Solutions LLC (IT Services) | Self | — | Consulting Fees · $106K |
| Fidelis Technology (Business Management Consulting) | Self | — | Consulting Fees. The income amount includes services rendered directly to CGI as a client of Fidelis Technology. · $225.5K |
| General Dynamics Information Technology | Self | — | Consulting Fees · $4K |
| "Veterans Benefits For You," Humanix (value not readily ascertainable) | Self | — | Rent or Royalties · $2.5K – $5K |
| HLP Integration (IT services) | Self | — | Consulting fees. · $165K |
| U.S. brokerage #1 (Filer IRA) | Self | — | — |
| DFA Emerging Markets Small Cap Port Institutional Class N/L DEMSX | Self | $15K – $50K | — |
| Eaton Vance Atlant capital smid cap fund Class I n/l EISMX | Self | $50K – $100K | — |
| T Rowe Price Blue Chip Growth Fund TRBCX | Self | $50K – $100K | — |
| First TR Value Line Divid Indx Shs FVD | Self | $50K – $100K | — |
| Vanguard Growth ETF VUG | Self | $15K – $50K | — |
| John Hancock Alternative Asset Allocation Fund JAAIX | Self | $1K – $15K | — |
| Catalyst/Millburn Hedge Strategy Fund MBXIX | Self | $1K – $15K | — |
| SPDR S&P 500 | Self | $50K – $100K | — |
| Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares FTHSX | Self | $1K – $15K | — |
| Emerging Markets Fund Institutional Class Shares DEMIX | Self | $15K – $50K | — |
| Hartford Core Equity Fund Class I Shares HGIIX | Self | $1K – $15K | — |
| MFS International Diversification Fund Class I Shares MDIJX | Self | $15K – $50K | — |
| Vanguard Dividend Appreciation Index Fund Admiral Class Shares VDADX | Self | $15K – $50K | — |
| Vanguard Strategic Equity Fund Investor Class Shares VSEQX | Self | $15K – $50K | — |
| American Electric Power Bond | Self | $1K – $15K | — |
| American Financial Group Bond | Self | $1K – $15K | — |
| Anheuser Busch Bond | Self | $1K – $15K | — |
| JPmorgan Chase Bond | Self | $1K – $15K | — |
| Morgan Stanley Bond | Self | $1K – $15K | — |
| Phillips 66 Bond | Self | $1K – $15K | — |
| Wells Fargo Bond | Self | $1K – $15K | — |
| Whirlpool Corp Bond | Self | $1K – $15K | — |
| Neuberger Berman Long Short Fund Institutional Class Shares NLSIX | Self | $1K – $15K | — |
| T Rowe Price International Discovery Fund PRIDX | Self | $15K – $50K | — |
| VanguardTax-Managed Small-Cap FundAdmiral Shares VTMSX | Self | $15K – $50K | — |
| SPDR Gold Shares GLD | Self | $15K – $50K | — |
| U.S. brokerage #2 (Filers SEP) | Self | — | — |
| Dodge & Cox Stock Fund DODGX | Self | $1K – $15K | — |
| Fidelity International Small Cap Fund FISMX | Self | $15K – $50K | — |
| JPMorgan Large Cap Growth Fund Class I Shares SEEGX | Self | $15K – $50K | — |
| Virtus KAREmerging Markets Small-Cap Fund Class I Shares VIESX | Self | $15K – $50K | — |
| Duke Energy Bond | Self | $1K – $15K | — |
| Eversource Energy Bond | Self | $1K – $15K | — |
| Philip Morris Bond | Self | $15K – $50K | — |
| Fidelity Small Cap Discovery Fund FSCRX | Self | $1K – $15K | — |
| MFS International Diversification Fund Class I Shares MDIJX | Self | $1K – $15K | — |
| Ernst & Young 401k | Self | — | — |
| Vanguard Institutional Target Retirement 2020 Fund Institutional Class Shares VITWX | Self | $50K – $100K | — |
| T Rowe Price New Horizons Fund, Inc Class I Shares PRJIX | Self | $100K – $250K | — |
| Fidelity Blue Chip Growth Fund Class K Shares FBGKX | Self | $15K – $50K | — |
| Fidelity Growth Company K6 Fund FGKFX | Self | $15K – $50K | — |
| Fidelity Blue Chip Growth K6 Fund FBCGX | Self | $50K – $100K | — |
| SP 500 Index pl cl e | Self | $100K – $250K | — |
| US smid eq portfolio | Self | $1K – $15K | — |
| Vanguard Capital Opportunity Fund Admiral Shares VHCAX | Self | $15K – $50K | — |
| U.S. brokerage #4 IRA | Self | — | — |
| T. Rowe Price Retirement 2020 TRRBX | Self | $1M – $5M | — |
| "Transforming Service to Veterans," Amazon (value not readily ascertainable) | Self | — | — |
| BDR Solutions LLC, consulting fee receivable | Self | $1K – $15K | — |
| U.S. brokerage IRA #1 | Spouse | — | — |
| Eaton Vance Atlanta Capital SMID cap fund EISMX | Spouse | $1K – $15K | — |
| Neuberger Berman Long Short Fund Institutional Class Shares NLSIX | Spouse | $1K – $15K | — |
| Hartford Core Equity Fund Class I Shares HGIIX | Spouse | $15K – $50K | — |
| JPMorgan Large Cap Growth Fund Class I Shares SEEGX | Spouse | $15K – $50K | — |
| T Rowe Price Overseas Stock Fund TROSX | Spouse | $1K – $15K | — |
| Vanguard Dividend Appreciation Index Fund Admiral Class Shares VDADX | Spouse | $1K – $15K | — |
| Vanguard Total Stock Market Index Fund Investor Class Shares VTSMX | Spouse | $15K – $50K | — |
| Vanguard Strategic Equity Fund Investor Class Shares VSEQX | Spouse | $15K – $50K | — |
| U.S. brokerage IRA #2 | Spouse | — | — |
| Fidelity Blue Chip Growth FBGRX | Spouse | $500K – $1M | — |
| TIAA 403 b | Spouse | — | — |
| TIAA Traditional | Spouse | $50K – $100K | — |
| Minnesota Life Guarantee 4.5% , Variable Life | — | — | — |
| Minnesota Life Sft adv idx 400 midcap | — | $15K – $50K | — |
| Minnesota Life SFT ADV Govt Money | — | $1K – $15K | — |
| Minnesota Life Lord Abbett Mid Cap | — | $1K – $15K | — |
| Minnesotal Life SFT ADV Index 500 | — | $50K – $100K | — |
| Minnesota Life SFT Bond Fund | — | $15K – $50K | — |
| Minnesota Life Soft Core Bond | — | $1K – $15K | — |
| U.S. Bank Account #1 (cash) | — | $1K – $15K | — |
| U.S. Bank Account #2 (cash) | — | $1K – $15K | — |
| U.S. Bank Account #3 (cash) | — | $1K – $15K | — |
| US Brokerage Account #1 (Joint CA) | — | — | — |
| Ishares TR IBOXX inv cp etf LQD | — | $15K – $50K | — |
| SPDR Gold Shares | — | $1K – $15K | — |
| U.S. Brokerage Cash Account | — | $15K – $50K | — |
| John Hancock USA Ins Co Variable Annuity- NEW GENERATION VENT NON-QUALIFIED | — | — | — |
| John Hancock Asset Management--Lifestyle Growth MVP | — | $50K – $100K | — |
| US Brokerage Account #2 (Joint Account) | — | — | — |
| Fidelity 500 INDEX IPR FXAIX | — | $50K – $100K | $201 – $1K |
| Fidelity Asset Manager 40% FFANX | — | $1K – $15K | — |
| Fidelity Government Money Market Fund SPAXX | — | $1K – $15K | $201 – $1K |
| Fidelity Blue Chip Growth Fund FBGRX | — | $15K – $50K | $2.5K – $5K |
| Fidelity Technology Portfolio FSPTX | — | $15K – $50K | $1K – $2.5K |
| Fidelity Software and IT Services Portfolio FSCSX | — | $15K – $50K | $2.5K – $5K |
| Fidelity Municipal Money Market Fund FTEXX | — | $50K – $100K | — |
| Fidelity Government Cash Reserves FDRXX | — | $15K – $50K | $2.5K – $5K |
| Fidelity Tax-Exempt Money Market Fund Tax- Free Money Market Fund FMOXX | — | $1K – $15K | — |
| US Brokerage Account #3 | — | — | — |
| T Rowe Price Government Money Fund, Inc PRRXX | — | $50K – $100K | $5K – $15K |
| T Rowe Price Health Sciences Fund, Inc Class I Shares THISX | — | $15K – $50K | — |
| T Rowe Price Spectrum Moderate Gro Allocation Fund Class I Shares TGIPX | — | $15K – $50K | $201 – $1K |
| T Rowe Price Science & Technology Fund, Inc PRSCX | — | $50K – $100K | — |
| T Rowe Price Blue Chip Growth Fund, Inc TRBCX | — | $1K – $15K | — |
| US Brokerage Account #4 | — | — | — |
| USAA Nasdaq-100 Index Fund USNQX | — | $100K – $250K | — |
| U.S. Brokerage Account #5 | — | — | — |
| Dominion Energy, Inc. D | — | $15K – $50K | Dividends · $1K – $2.5K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.