Daniel Dale Crabtree
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
55
investments
1
positions
3
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Equity Investors, LLC
- David and Dem Kiersznowsk
- Bill and Christy Gautreaux
- Kansas City Royals Bascball Club
- Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas
- Director's Fees, paid for servige as Director of Lead Bank
As filed
AG Mortgage Investment Trust (REIT) — Int/Div
Citigroup Inc. Com New — Int/Div
Eaton Vance Large-Cap Value Fund — istnibution
Eaton Vance Tax-Managed Growth Fund — Distribution
Energy Transfer Parmers LP — Distribution
Fidelity Advisor New Insights Fund — Distribution
General Electric Co — Int/Div — Sold
Great Plains Energy, Inc — Int/Div
Growth Fund of America — Distribution
Intel Corp — Int/Div
Invesco American Franchise Fund — Distribution
Invesco Charter Fund — Distribution
Invesco Gloabl Small & Mid Cap Growth Fund — Int/Div
Learning Quest Aggressive Track: Moderate Portfolio (529) — None
Obsidian Energy (f/k/a Penn West Petroleum Lid.) — None
Targa Resources Corp — Int/Div
Country Club Bank (cash accounts) — Interest
United Missouri Bank, n.a. (Health Savings Account) — Interest
US Bank (cash account) — None
Federated Capital Reserves — Interest
AT&T Inc. Com — Int/Div
Alibaba Group SHS ADR — None
Allianz SE Spon ADR Repstg — None
Apple Inc Com — Int/Div — Buy (add'l)
Astruzeneca PLC Sponsored ADR — Int/Div
KKR & Co LP Del Com Units — Distribution
Kinder Morgan Inc Del Com — Int/Div
Prospect Cap Corp Com — Int/Div
Walgreen Boots Alliance Inc, Com — Int/Div
Yahoo Inc Com — None — Redeemed
Alba — None — from line 3M)
Oppenheimer Senior Floating Rate Fund — Int/Div
Oppenherrmer Steelpath MLP Alpha — Int/Div
Talmer Bank & Trurst (FDIC insured deposit) — Interest
Country Club Financial Services (FDIC insured deposit) — Interest
Transamerica Life Insurance Company {Flexible Premium Universal Life) — Interest
Fidelity Advisor Large Cap Stock Fund — istnbution
Fidelity Advisor (Focus) Health Care Fund — None
Fidelity Advisor Consumer Staples Fund — Distribution
Fidelity Advisor Energy Fund — Int/Div
Fidelity Advisor International Capital Appreciation Fund — Int/Div
Fidelity Advisor International Growth Fund — Int/Div
Fidelity Advisor Mid Cap Value Fund — Int/Div
Vanguard Natural Resoucrs Fund — Distribution — Redeemed
VNR Financial Corp. — istmbution — from line 44)
Amercan Funds New Perspective Fund — Distribution
American Funds Balanced Fund — Int/Div
Calamos Strategic Total Return Fund — Int/Div
BlackRock Equity Dividend Fund — Int/Div
AllianzGl NFJ Dividend International & Premium Strategy Fund — Int/Div
Kraneshares TR China A ETF — Distribution — Buy
Wisdom Tree Emerging Markets High Dividend Fund ETF — istnibution — Buy
Owens-Comning Inc — None — Buy
Amazon.com Inc — None — Buy
Vanguard Mid Cap Growth Investment Fund 1X) — Int/Div
Member, Equity Investors, LLC
Gift — David and Dem Kiersznowsk — outings with close personal frends, as descibed in part VII — $111154.00
Gift — Bill and Christy Gautreaux — outings with close personal friends, as described in part VII — $1,200.00
Gift — Kansas City Royals Bascball Club — attendance at Major League Baseball games, as described in part VIII — $410.00
Spouse's income — 2017 — Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas
Spouse's income — 2007 — Director's Fees, paid for servige as Director of Lead Bank
Part V, line 1: The aggregate gift amount shown on this line was provided by close personal friends and the appearance by either of them (or any of their
companies or associated foundations) would require that | take no official action with respect to the matter. Both individuals and their associated entities are listed
on my recusal list and have been so listed since the time | was appointed. The amount shown in part V consists of the total value of variuos outings to professional
and college games, some together as friends and others involving use of tickets they hold. Some but not all of these outings I, who
also ure close personal friends of the Kiersznowski family ms
Part V, line 2: The aggregate gift amount shown on this line was provided by close personal friends and the appearance by either of them (or any of their
companies or associated foundations) would require that | take no official action with respect to the matter. Both individuals and their associated entities are
listed on my recusal list and have been so listed since the time 1 was appointed. The amount shown in part V consists of the total value of two outings to charitable
events (college scholarship dinner and gallery opening) where they had purchased tables (or otherwise served in & sponsorship role) and mvited J to
attend with them as their guests,
Part V, line 3: The gift shown on this line was provided by a former client for whom | served as General Counsel before | was appointed to my current position,
This buseball club is listed on my recusal list and its appearance (or the appearance of any of its owners) would require that take no official action with respect to
the matter.
Part VII, line 15: My holdings i this entity did not change. The entity changed its name, however, during the reporting period. The name change took effect on
June 26, 2017,
Part VIL, line 55: Recently, I learned that S000 an interest in the Kansas Public Employees Retirement System. This interest is vested
in the holding shown on line 55. Fl know when [35 made the contributions that comprise this interest, but we believe it dates buck to 1990's
when [1 worked for a municipal government in Kansas. | did not report this interest in my earlier filings because we did not discover it until recently. Line 55
does not provide an acquisition date for this reason.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.