Kirtan K. Khalsa

2017Annual

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Pull out the substance of this filing.

What was filed

  • 58

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Manzano Day School
  • Albuguergue Academy
  • Fine Law Firm, Salary

As filed

PruLife Custom Premier II Life Insurance Policy (2 policies) — Int/Div

Scholars Edge 529 Plan Age 9-11 Years Portfolio A — None

Land Tract , Bernalillo County, NM — None

Land Tract 1, Sandoval County, NM — None

Land Tract 2, Sandoval County, NM — None

Land Tract 3, Sandoval County, NM — None

SEP-IRA

Apple Inc. Stock (AAPL) — Int/Div

Apple Inc. Stock (AAPL) — Sold (part)

Apple Inc. Stock (AAPL) — Buy (add'l)

Apple Inc. Stock (APPL) — Sold (part)

Apple Inc. Stock (APPL) — Sold (part)

Amazon Com Inc. (AMZN) — Sold

Amazon Com Inc. (AMZN) — None — Buy

Alphabet Inc. Class A (GOOGL) — Sold

Alphabet Inc. Class A (GOOGL) — None — Buy

Alphabet Inc. Class A (GOOGL) — Sold

Alphabet Inc. Class A (GOOGL) — None — Buy (add'l)

Alphabet Inc. Class A (GOOGL) — None — Buy

Alphabet Inc. Class C (GOOG) — Sold

Alphabet Inc. Class C (GOOG) — None — Buy (add'l)

Alphabet Inc. Class C (GOOG) — None — Buy

Alphabet Inc. Class C (GOOG) — Sold

Alphabet Inc. Class C (GOOG) — None — Buy (add'l)

Alphabet Inc. Class C (GOOG) — None — Buy

Alphabet Inc. Class C (GOOG) — Sold

Netflix Inc. (NFLX) — Sold

Netflix Inc. (NFLX) — None — Buy

Alibaba Group Holding Lid. (BABA) — None — Sold

Alibaba Group Holding Lid. (BABA) — Buy (add'l)

Alibaba Group Holding Lid. (BABA) — Buy

Amencan Express Company (AXP) — Int/Div — Sold

Orexigen Therapeutics Inc (OREX) — None

Twitter Inc. (TWTR) — None

Bravatek Solutions Inc. (ECRYD) (Y)

Ecrypt Technologies Inc. (ECRY) (Y)

Vanguard Prime Money Market Fund — Int/Div

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Target Retirement 2035 Mutual Fund — Int/Div

Vanguard NM Unif. Transfer to Minors Account

Vanguard Prime Money Market Fund — Int/Div

Vanguard Target Retirement 2025 Mutual Fund — Int/Div

Vanguard NM Uniform Transfer to Minors Account

Vanguard Prime Money Market — Int/Div

Vanguard Target Retirement 2020 Mutual Fund — Int/Div

Exone (XONE) — None

Agreement — 2003 — Kennedy & Han 401k Retirement Plan with former law firm of which I was an associate attorney, no control (rolled over into SEP-IRA effective June 2016)

Liability — Manzano Day School — Tuition

Liability — Albuguergue Academy — Tutition

Spouse's income — 2017 — Fine Law Firm, Salary

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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Kirtan K. Khalsa | Frix