Andrew Jay Kleinfeld

2014Annual

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Pull out the substance of this filing.

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

What was filed

  • 50

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • in line 7 in 2013
  • in line ¥ in 2013
  • Trust #1
  • Metropolitan Life Insurance Co. (hifetime annuity)
  • Prudential Life Insurance Co. (lifetime annuity)
  • Stare of Alaska - Retirement

As filed

Morgan Stanley - Money Mkt Account — Int/Div

Radio Shack Common Stock — Int/Div

Deutsche CROC Intemational Fund - A — Int/Div

Keogh Plan - Administered by ABA Stable Asset Return Fund — Int/Div

Keogh Plan - Administered by ABA Balanced Fund — Int/Div

Black Rock Total Return Fund — Int/Div

403(b) & IRA Rollover Plans w/ Vanguard Tot Intl Stock Ix Admiral — Int/Div

403(b) & IRS Rollover Plans w /Vanguard Total Stock Mkt Idx Adm — Int/Div

403(b) & IRS Rollover Plans w /Vanguard Total Int'l Stock Ix Inv — Int/Div — from line 7) — in line 7 in 2013

403(b) & IRS Rollover Plans w /Vanguard Total Stock Mkt Idx Inv — Int/Div — from line 8) — in line ¥ in 2013

Centuryvimk Common Stock, was Qwest — Int/Div

Am Elect Power Common Stock — Int/Div

Northrop Grumman, Common Stock — Int/Div

Denali State Bank Accounts — Interest

US. Savings Bonds (Trust £1) — Interest

MetLife Policyholder Trust (MetLife Stock) — Int/Div

Northern Income Equity Fund NOIEX (Trust #1) — Int/Div

TIAA-CREF Retirement Annuity — Int/Div

Northern Money Mrt Account (Trust #1) — Interest

Transamerica Whole Life Policy — Interest

Transamerica Whole Life Policy — Interest

Mat-Su AK Port — Interest — Redeemed

Wells-Evergreen Money Market — Interest

Fidelity Investments Deferred Comp Fid Balanced K — Interest

Fairpoint Commurmcation, Inc Stock — Int/Div

Signator Financial Services (Formerly Symetra Invest Serv) Cash Acct — Interest

Calamus Growth Fund CGRIX — Int/Div — Sold

American Funds Euro Growth Fnd AEGFX — Int/Div

Fairhome Fund FAIZX — Int/Div

First Eagle Sogen Fds SGIIX — Int/Div

Growth Fnd America GFAFX — Int/Div

Janus Perkins Mid CapValue Fd Inv IMVAX — Int/Div — Sold

Legg Mason Ps Equity Tr SAGYX — Int/Div

Looms Sayles Invt Fds Bond Fd LBSRX — Int/Div

PIMCO FDS Pac Invt Mgmt Ser Total Return Fd Inst] CI PTTRX — Int/Div

Davis NY Venture Fd Inc C1 Y DNVYX — Int/Div

Vanguard index tr mid cap index fd admiral sh VIMAX — Int/Div — Buy

MFO Vanguard Fixed Inc Secs VIPSX (Trust #1) — Int/Div

MFC Ishares Tr MSC Emerg Mks EEM (Trust #1) — Int/Div

MFB N Funds Stk Index Fd NOSIX (Trust 1 — Int/Div

Fromtier Communications Common Stock — Int/Div

Huntington Ingalls Industries Stock — Int/Div

MFC Shares Tr Barclays Fd CSJ (Trust £1) — Int/Div

MCF Shares TR MSCI EAFE ETF EFA (Trust #1) — Int/Div

MCF Flexshr TR Momingstr Gbl Upstm Naf Res Indx Fd GUNR (Trust #1) — Int/Div

MFB Northern FDS Global Real Estate Index Fd NGREX (Trust #1) — Int/Div

MFB Northern Mid Cap Index Fd NOMIX (Trust #1) — Int/Div

MFB Northern Fds Small Cap Index Fd NSIDX (Trust #1) — Int/Div

MFC Flexshr Tr IBOX 3yr Target Duration Tips Index Fd TDTT (Trust #1) — Int/Div

S10.

Co-Trustee, Trust #1

Income — 2014 — Metropolitan Life Insurance Co. (hifetime annuity) — S21.936.00

Income — 2004 — Prudential Life Insurance Co. (lifetime annuity) — $20,652.00

Spouse's income — 2014 — Stare of Alaska - Retirement

Various stocks (including, but not limited to, Centurylink, American Electric, Northrup Grumman, and Fairpoint) accrue additional shares through dividend

reinvestment programs.

Judge Kleinfeld (Person Reporting) is 4 Co-Trustee of a trust (Trust #1). Northern Trust Bunk of Florida is the Co-Trustee. Judge Kleinfeld receives income

and has the power to invade principal subject to a standard. The trust was established pursuant to Judge Kieinfeld's JIN estate plan, wi

as the

beneficiaries. The descriptions of the assets controlled by the trust are listed in Part VII of the disclosure report. and are followed by a (Trust #1) designation.

In 2013 the Vanguard funds on lines 9 & 10 were mistakenly included in the fund amounts on lines 7 & § becasue of the funds’ similar names,

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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Andrew Jay Kleinfeld | Frix