33trades · $656K est.
100%
disclosed on time
$14Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| WHR Whirlpool Corp. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| WMT Walmart, Inc. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| VAR Varian Medical Systems, Inc. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| SBUX Starbucks Corp. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| FLOW SPX Flow, Inc. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| RBGLY Reckitt Benckiser Group PLC | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| RTX Raytheon Technologies Corp | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| PG Procter & Gamble Co. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| PEP PepsiCo, Inc. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| ORCL Oracle Corp. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| Novo Nordisk A/S ADR | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| NKE NIKE, Inc. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| MSFT Microsoft Corp. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| Magna Intl Inc | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| Johnson & Johnson Com | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| JP Morgan Chase | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| International Flavors & Fragrances | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| GD General Dynamics Corp. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| EXPD Expeditors International of Washington, Inc. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| DIS The Walt Disney Co. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| Danone Sponsored France ADR | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| C Citigroup, Inc. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| CSCO Cisco Systems, Inc. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| CVX Chevron Corp. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| CHRW C.H. Robinson Worldwide, Inc. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| BIIB Biogen Inc. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| BDX Becton, Dickinson and Company | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| AAPL Apple, Inc. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| GOOG Alphabet, Inc. | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
| AMG Affiliated Managers Group, Inc. | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| MDT Medtronic Plc | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| LBTYK Liberty Global Plc | Sell | $15K – $50K | Self | Jan 4, 2021 | filing ↗ |
| ACN Accenture Plc | Sell | $1K – $15K | Self | Jan 4, 2021 | filing ↗ |
Asset holdings
Termination · filed —All positions
74 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Rollover IRA | Self | — | — |
| First Eagle Global I SGIIX | Self | $15K – $50K | — |
| Value Line Asset Allocation Investor VLAAX | Self | $50K – $100K | — |
| Arizona State 403(b) | Self | — | — |
| T Rowe Price Retirement I 2025 TRPHX | Self | $500K – $1M | — |
| Arizona State 415(M) Deferred Compensation Plan | Self | — | — |
| Fidelity Contrafund K6 FLCNX | Self | $250K – $500K | — |
| Vanguard Small Cap Value Index Fund Admiral Class Shares VSIAX | Self | $250K – $500K | — |
| Metropolitan West Total Return Bond Plan MWTSX | Self | $100K – $250K | — |
| T Rowe Price Retirement I 2025 TRPHX | Self | $250K – $500K | — |
| Arizona State 401(a) #1 | Self | — | — |
| Fidelity Contrafund K6 FLCNX | Self | $500K – $1M | — |
| Fidelity Diversified International K6 Fund FKIDX | Self | $250K – $500K | — |
| T Rowe Price Retirement I 2025 TRPHX | Self | $250K – $500K | — |
| MFS Value Fund R6 MEIKX | Self | $500K – $1M | — |
| Arizona State 401(a) #2 | Self | — | — |
| Fidelity Contrafund K6 FLCNX | Self | $50K – $100K | — |
| T Rowe Price Retirement I 2025 TRPHX | Self | $50K – $100K | — |
| Metropolitan West Total Return Bond Plan MWTSX | Self | $15K – $50K | — |
| Goldman Sachs Small Cap Value R6 GSSUX | Self | $50K – $100K | — |
| Patents | Self | — | — |
| Reconfigurable Processing - Issued: 10/2/2012 Patent #: US 8,281,297 (asset value not ascertainable) Assigned to ASU | Self | — | — |
| Face Classification Using Curvature–Based Multi– Scale Morphology - Issued: 10/17/2006 Patent #: US 7,123,783 (asset value not ascertainable) Assigned to ASU | Self | — | — |
| Systems and methods for tracking objects in video sequences - Issued: 05/31/2005 Patent #: US 6,901,110 (asset value not ascertainable) Assigned to ASU | Self | — | — |
| Coherent Evanescent Wave Imaging - Issued: 12/27/2005 Patent #: US 6,980,716 (asset value not ascertainable) Assigned to ASU | Self | — | — |
| Rollover IRA | Spouse | — | — |
| George Putnam Balanced Fund Class A PGEOX | Spouse | $100K – $250K | — |
| Redwood-Kairos Real Estate Value Fund VI, LP | Spouse | $50K – $100K | — |
| iBorrow Finance Loan Fund I, LP | Spouse | $100K – $250K | — |
| Fidelity Government Money Market Fund SPAXX | Spouse | $1K – $15K | — |
| Fidelity Puritan Fund FPURX | Spouse | $50K – $100K | — |
| District Medical Group 401k | Spouse | — | — |
| DMG Balanced Fund-of-Funds | Spouse | $500K – $1M | — |
| District Medical Group Salary | Spouse | — | Salary |
| Traditional IRA | Spouse | — | — |
| Fidelity Puritan Fund FPURX | Spouse | $15K – $50K | — |
| Value Line Asset Allocation Fund, Inc Investor Class Shares VLAAX | Spouse | $15K – $50K | — |
| Fidelity Personal Retirement Annuity (FPRA) - Variable | — | — | — |
| Fidelity VIP Contrafund | — | $100K – $250K | — |
| Fidelity VIP Balanced FJBAC | — | $1M – $5M | — |
| Fidelity VIP Healthcare Fund | — | $100K – $250K | — |
| Fidelity VIP Technology Fund | — | $100K – $250K | — |
| Bank of America (cash) | — | $50K – $100K | — |
| TD Canada Trust (cash) | — | $1K – $15K | — |
| Chennai, India (undeveloped land) | — | $100K – $250K | Capital Gains · $50K – $100K |
| Panchanathan Revocable Living Trust (Consolidated) | — | — | — |
| Fidelity Government Money Market SPAXX | — | $250K – $500K | $1K – $2.5K |
| Swan Defined Risk Fund I SDRIX | — | $250K – $500K | $15K – $50K |
| Arizona Indl Dev Auth Student Hsg REV 05 06/01/2029 5.000% | — | $15K – $50K | Interest · $201 – $1K |
| Brazoria Cnty Tex Mun Util Dist No 18 02 09/01/2027 2.000% Call 09/01/2024 100.00 | — | $1K – $15K | — |
| Buckeye Az Exc Tax 07/01/2026 5.000% | — | $15K – $50K | Interest · $201 – $1K |
| Cinco Southwest Tex Mun Util Dist No 10 12/01/2031 3.000% Call 12/01/2025 100.00 | — | $1K – $15K | Interest · $201 – $1K |
| Erie Pa City Sch Dist Go Ltd Tax Bds 05. 04/01/2030 5.000% Call 04/01/2029 100.00 | — | $15K – $50K | Interest · $201 – $1K |
| Fresno Calif JT Pwrs Fing Auth Lease REV 04/01/2027 5.000% | — | $15K – $50K | Interest · $201 – $1K |
| Long Beach NY Pub Impt Bds Ser. 2018 03 09/15/2027 3.000% Call 09/15/2025 100.00 | — | $1K – $15K | Interest · $201 – $1K |
| Manteca Ca Usd Splt 09/01/2025 5.000% | — | $1K – $15K | Interest · $201 – $1K |
| Nevada Hsg Div Single Family Mtg 02.2000 10/01/2028 2.200% | — | $1K – $15K | Interest · $201 – $1K |
| New York NY City Hsg Dev Corp 11/01/2026 2.550% | — | $15K – $50K | Interest · $201 – $1K |
| NJ St Educational Fac Auth 07/01/2025 5.000% | — | $15K – $50K | Interest · $201 – $1K |
| Oxnard CA School District 08/01/2026 5.250% Call 08/01/2025 100.00 | — | $1K – $15K | Interest · $201 – $1K |
| Rochester Mich Cmnty Sch Dist Go Ultd 05/01/2030 5.000% Call 05/01/2026 100.00 | — | $15K – $50K | Interest · $201 – $1K |
| VERMONT MUN BD BK REV BDS CALLABLE 12/01/2028 5.000% Call 12/01/2027 100.00 | — | $1K – $15K | Interest · $201 – $1K |
| Westfield Ind Hi 07/15/2027 3.250% Call 01/15/2026 100.00 | — | $1K – $15K | Interest · $201 – $1K |
| Wyoming Community 12/01/2025 2.650% | — | $15K – $50K | Interest · $201 – $1K |
| Fidelity Balanced Fund FBALX | — | $500K – $1M | $15K – $50K |
| American Balanced Class F1 BALFX | — | $250K – $500K | $5K – $15K |
| Janus Henderson Balanced T JABAX | — | $250K – $500K | $5K – $15K |
| Pennyslvania Hsg Fin Agy Single Family` | — | $1K – $15K | — |
| Plaquemines Parish LA Rev Ref Bds Ser. | — | $15K – $50K | Interest · $201 – $1K |
| Connecticut St Go Bds Ser 2016 D | — | $15K – $50K | Interest · $201 – $1K |
| George Putnam Balanced Fund PGEOX | — | $500K – $1M | $5K – $15K |
| Value Line Asset Allocation Fund, Inc Investor Class Shares VLAAX | — | $250K – $500K | $15K – $50K |
| Vanguard Balanced Index Admiral VBIAX | — | $250K – $500K | $5K – $15K |
| Canara Bank, India | — | $50K – $100K | — |
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.