Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| American Express | AXP | STOCK | Purchase | $1,001- $15,000 | |
| Dalle Tree | nan | Purchase | $1,001- $15,000 | ||
| Wells Fargo | WFC | STOCK | Purchase | $1,001- $15,000 | |
| Bank of America | BAC | STOCK | Purchase | $1,001- $15,000 | |
| The GP Manage Trust (Bsc. co by manager Provide full name, not ticker symbol. w/o control by me) w/o how no ownership | PRIVATE EQUITY | Purchase | $1,001- $15,000 | ||
| McDonalds | MCD | STOCK | Purchase | $1,001- $15,000 | |
| Delta Air | DAL | STOCK | Purchase | $15,001- $50,000 | |
| America Express | AXP | STOCK | Purchase | $15,001- $50,000 | |
| Bank of America Deft | BAC | STOCK | Purchase | $15,001- $50,000 | |
| Prudential | PRU | STOCK | Purchase | $1,001- $15,000 | |
| Deft | nan | Purchase | $1,001- $15,000 | ||
| Philip Morris | PM | STOCK | Purchase | $1,001- $15,000 | |
| White Pine Pool | PRIVATE EQUITY | Sale | $50,001-$100,000 | ||
| White Pine Pool | PRIVATE EQUITY | Sale | $50,001-$100,000 | ||
| Parker Home Finance | PRIVATE EQUITY | Sale | $50,001-$100,000 | ||
| White Pine Group | PRIVATE EQUITY | Sale | $50,001-$100,000 | ||
| Limb Ltd | nan | Sale | $50,001-$100,000 | ||
| Colgate | CL | STOCK | Sale | $50,001-$100,000 | |
| Mid-Atlantic | nan | Sale | $50,001-$100,000 | ||
| FISERV | FISV | STOCK | Purchase | Feb. 5, 2015 | $1,001- $15,000 |