Kenneth M. Karas
2017Annual
Ask Donna
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.