Daniel Dale Crabtree

2017Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Daniel Dale Crabtree | Frix