Kenneth M. Karas

2017Annual

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Pull out the substance of this filing.

What was filed

  • 126

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • National Association of Urban Debate Leagues
  • High School
  • Davis, Polk & Wardwell - Salary

As filed

JFCU — Interest

Citibank Savings Account — Interest

Citibank Checking Account — Interest

HR-10 Spartan 500 Index — Int/Div — Buy (add'l)

HR-10 Fidelity Retirement Money Market — Interest

401K Spartan S00 Index — Int/Div — Buy (add'l)

401K Spartan S00 Index — Buy (add'l)

401K Fudehty Retirement Money Market — Interest

E*Trade Sweep Account — Interest

NY 529 Vanguard Agressive Fund (no control) — None

NY 529 Vanguard Aggressive Fund (no control) — None

Citibank IRA — Interest

Citibank IRA — Interest

HR-10 SPDR S&P MidCap 400 ETF TR — Int/Div — Buy (add'l)

HR-10 SPDR S&P MidCap 400 ETF TR — Buy (add'l)

HR-10 SPDR S&P MidCap 400 ETF TR — Buy (add'l)

HR-10 SPDR S&P MidCap 400 ETF TR — Buy (add'l)

HR<10SPRTN Total Market Index Fund — Int/Div — Buy (add'l)

HR<10SPRTN Total Market Index Fund — Buy (add'l)

HR-10 Fidelity Low Priced Stock Fund — Int/Div — Buy (add'l)

HR-10 Fidelity Low Priced Stock Fund — Buy (add'l)

HR-10 Fidelity Cash Reserves — Interest

401K SPRTN Total Market Index Fund — Int/Div — Buy (add'l)

401K SPRTN Total Market Index Fund — Buy (add'l)

401K BlackRock Global Allocation Fund — Int/Div — Buy (add'l)

401K BlackRock Global Allocation Fund — Buy (add'l)

401K Fidelity Cash Reserves — Interest

IRA Fidelity Low Priced Stock Fund — Int/Div — Buy (add'l)

IRA Fidelity Low Priced Stock Fund — Buy (add'l)

IRA Blackrock Global Allocation Fund — Int/Div — Buy (add'l)

IRA Blackrock Global Allocation Fund — Buy (add'l)

IRA Fidelity Cash Reserves — Interest

IRA Fidelity Low Priced Stock Fund — Int/Div — Buy (add'l)

IRA Fidelity Low Priced Stock Fund — Buy (add'l)

IRA Blackrock Global Allocation Fund — Int/Div — Buy (add'l)

IRA Blackrock Global Allocation Fund — Buy (add'l)

IRA Fidelity Cash Reserves — Interest

IRA Fidelity Contrafund — Int/Div — Buy (add'l)

IRA Fidelity Contrafund — Buy (add'l)

Fidelity ContraFund — Int/Div — Buy (add'l)

Fidelity ContraFund — Buy (add'l)

Fidelity ContraFund — Buy (add'l)

Fidelity Low Priced Stock Fund — Int/Div — Buy (add'l)

Fidelity Low Priced Stock Fund — Buy (add'l)

Fidelity Low Priced Stock Fund — Buy (add'l)

Fidelity Low Priced Stock Fund — Buy (add'l)

BBH Core Select Fund — Int/Div — Buy (add'l)

BBH Core Select Fund — Buy (add'l)

BBH Core Select Fund — Buy (add'l)

S10. — Buy (add'l)

BlackRock Global Allocation Fund — Int/Div — Buy (add'l)

BlackRock Global Allocation Fund — Buy (add'l)

BlackRock Global Allocation Fund — Buy (add'l)

BlackRock Global Allocation Fund — Buy (add'l)

Fidelity S00 Index Premium Class (FUSVX) — Int/Div — Buy

Fidelity S00 Index Premium Class (FUSVX) — Buy (add'l)

Fidelity S00 Index Premium Class (FUSVX) — Buy (add'l)

BlackRock Strategic Muni Opportunities — Int/Div — Sold (part)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

BlackRock Strategic Muni Opportunities — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Int/Div — Sold (part)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Deutsche Intermediate Tax/ AMT Free Fund — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Int/Div — Sold (part)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)

Fidelity Spartan Total Index — Int/Div — Buy (add'l)

Fidelity Spartan Total Index — Buy (add'l)

Fidelity Spartan Total Index — Buy (add'l)

Fidelity Spartan Total Index — Buy (add'l)

Morgan Stanley Long/Short Fund A — Int/Div — Sold (part)

Morgan Stanley Long/Short Fund A — Sold (part)

Morgan Stanley Long/Short Fund A — Sold (part)

Morgan Stanley Long/Short Fund A — Sold

Fidelity Municipal Money Market — Interest

Fidelity Treasury Money Market — Interest

Glenmede Large Cap Core — Int/Div — Buy (add'l)

Glenmede Large Cap Core — Buy (add'l)

Glenmede Large Cap Core — Buy (add'l)

Glenmede Large Cap Core — Buy (add'l)

Glenmede Large Cap Core — Buy (add'l)

401(k) Glenmede Large Cap Core — Int/Div — Buy (add'l)

401(k) Glenmede Large Cap Core — Buy (add'l)

401(k) Glenmede Large Cap Core — Buy (add'l)

HR-10 BBH Core Select Fund — Int/Div — Buy (add'l)

HR-10 Glenmede Large Cap Core — Int/Div — Buy (add'l)

HR-10 Glenmede Large Cap Core — Buy (add'l)

HR-10 Glenmede Large Cap Core — Buy (add'l)

401(k) Fidelity Contrafund — Int/Div — Buy (add'l)

401(k) Fidelity Contrafund — Buy (add'l)

HR-10 Fidelity Contrafund — Int/Div — Buy (add'l)

HR-10 Fidelity Contrafund — Buy (add'l)

iShares Core S&P S00 (IVY) — Int/Div — Buy

iShares S&P Midcap (LH) — Int/Div — Buy

iShares S&P Midcap (LH) — Buy (add'l)

iShares iBoxx Investment Grade (LOD) — Int/Div — Buy

iShares iBoxx Investment Grade (LOD) — Buy (add'l)

SPDR S&P Midcap 400 ETF — Int/Div

Member, Board of Directors, National Association of Urban Debate Leagues

Debate Coach (Volunteer, Unpaid), High School

Spouse's income — 2017 — Davis, Polk & Wardwell - Salary

The Trust discussed in Part 1 is a non-funded insurance trust for a family member who is a truestee of a similar trust in my name. However, neither trust confers

any current benefits or income and only is triggered upon or my family member's demise,

Tn line 126, 1 added the SPDR S & P Midcap 400 ETF. That fund was listed in my 2016 report but was insdvertently left off in my 2017 report.

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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