Arthur B Federman
2014Annual
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What was filed
63
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- remvested tor vr
- of reg. mo. adds
- remvested for yr
- of Reg Mo. Adds
- reinvested for vr
- gan (loss)
- gam (Loss)
- principal paydowns
- remvested
- is inc & net CV mere
- CV for Life INS DIV
- CV for Life Ins DIV
- to chg acct 12.9.14
- gam or (loss)
- div. only
- to Fund VGHAX
- from Fund VGHCX
- div only
- gam (loss)
As filed
Second Mortgage Investment Co., Inc - a 1.58% shareholder — Interest
Commerce Bank NA, Lenexa Ks.- MMrkt no add delete detail needed — Interest
Commerce Bank NA, Lenexa Ks - CKG - no add delerte detail needed — Interest
Commerce Bank NA, Lenexa Ks - MMRKT «no add delete detail needed — Interest
Vanguard Fed MMT Fund — Int/Div
Vanguard - 300 Index Fund Admiral Shares « Total Bal for this Fund — Int/Div
Vanguard - 500 Index Fund Admiral Shares - added nn 2014 — Buy (add'l) — remvested tor vr
Vanguard - 500 Index Fund Admiral Shares - added in 2014 — Buy (add'l) — of reg. mo. adds
Vanguard - Total Intern. Stock 1X (was IDX) Adm-Total Bal for this Fd — Int/Div
Vanguard - Total Intem Stock IX Admiral addition in 2014 — Buy (add'l) — remvested for yr
Vanguard - Total Intern. Stock IX Admiral addition for 2014 — Buy (add'l) — of Reg Mo. Adds
Vanguard - Total Stock Market Index Fund Admiral Shrs-Total Bal of Fd — Int/Div
Vanguard - Total Stock Market Index Fund Admiral - added in 2014 — Buy (add'l) — reinvested for vr
Vanguard - Total Stock Market Index Fund « Afmiral - added in 2014 — Buy (add'l) — of reg. mo. adds
Northwestern Mutual Life Ins Policy — Interest
Federman Ig LP. - Limited Partnership Interest — Interest — Open
Commerce Bank NA. , Kansas City, Mo Ck Acct. — Interest
Goldman Sachs Bank USA - CD Matures 1-27-14 — Interest — Matured — gan (loss)
Discover Bank - CD - Matures 59-14 — Interest — Matured — gam (Loss)
State Bank of India - CD - Matures 10-14-14 — Interest — Matured — gan (loss)
State Bank of India - CD Matures 1/26/15 — Interest
ALLY Bank - CD - Matures 7-24-15 — Interest
Firtsbank Puerto Rico CD - matures 0172915 — Interest — Buy
Discover Bank CD - matures 06/13/16 — Interest — Buy
State Bank of India CD - matures 10/17/17 — Interest — Buy
IRA Acct. <Total Assets in Accounts - Total Bal & Detail Follows « — Int/Div
IRA Acct. - (GNMA) Govt. Natl, Mig. Ass Pool - Commerce — Sold (part) — principal paydowns
IRA Acct - Vangaurd acct - Prime MMKT FD « no add delete detail
IRA Acct - Fidelity Select Health Care — Buy (add'l) — remvested
IRA Acct - T.Rowe Price New ERA — Buy (add'l) — remvested
IRA Acct - spouse - Capital Federal Savings
Trust # - Total Assets of Trust -Total Bal & Asset Detail Follows — Int — Buy (add'l) — is inc & net CV mere
Trust # 1 - Guardian Life Ins . - Cash Value — Buy (add'l) — CV for Life INS DIV
Trust # 1 - Northwestern Mutual Life Cash Value — Buy (add'l) — CV for Life Ins DIV
Trust #1 - Met Life Ins INC-
Trust # 1 - Commerce Bank NA, Ckg acct,
Trust # 1 - Comm Bank NA - Kansas City Mo — Closed — to chg acct 12.9.14
Trust # 1 - GE Capital Bank - CD — Matured — gam or (loss)
Trust # 1 - Goldman Sachs Bank USA CD - Matures 4/10/15
Trust # 1 - Bank of Baroda - CD - Matures 12/16/14 — Buy
Trust # 2 - Total Assets of Trust -Total Bal & Asset Detail Follows — Int/Div
Trust # 2 - Vanguard Fed MM Portfolio, Philadelphia, Pa.
Trust # 2 - Vanguard Health Care Fund Inv -VGHCX — Buy (add'l) — div. only
Trust # 2 - Vanguard Health Care Fund Inv « VGHCX — with line 45) — to Fund VGHAX
Trust # 2 - Vanguard Health Care Fund Adm - VGHAX — Open — from Fund VGHCX
Trust # 2 - Vangusrd Health Care Fund Adm - VGHAX — Buy (add'l) — div only
Trust # 2 - Vanguard Total Stock Mkt Idx FundFund — Buy (add'l) — div. only
Trust # 2 - Commerce Bank NA - ckg acct.
Trust # 2 - Sallie Mae Bk /Murray - CD 8:22.14 (corrected date) — Matured — gam (loss)
Trust # 2 - State Bank of India CD 10-14-14 — Matured — gan (loss)
Trust #2 - Ally Bank - CD - 12/05/14 — Matured — gam (loss)
Trust #2 - Discover Bank - CD - Matures 0710/14 — Matured — gam (loss)
Trust #2 - Bank of India NY - CD Matures - 09/30/14 — Matured — gam (loss)
Trust # 2 Bank of Baroda - CD - Matures 1128/14 — Matured — gam (loss)
Trust # 2 FirstBank Puerto Rico - CD Matures 0227/15
Trust # 2 - FirstBank Puerto Rico - CD Matures 05/29/15
Trust # 2 - FirstBank Puerto Rico CD Matures 06/01/15
Trust #2 - ALLY Bank CD - Matures 09/18/15
Trust #2 - Bank of India NY -CD Matures 07/29/15 — Buy
Trust # 2 - Bank of China (NY) - CD Matures 0827-15 — Buy
Trust # 2 - Pacific Western Bank -CD Matures 09/29/15 — Buy
Trust # 2 - Discover Bank - CD - Matures 61s — Buy
Trust #2 - Enerbank USA - CD - Matures «12004018 — Buy
The assets and value amount references shown in Part VII which are identified as Trust # | are for the full value of the assets held in Trust even though | am only
entitled to a 1/3 beneficial interest in the Trust. Tam the trustee of the Trust.
The assets and value references shown in Part VIT which ure identified as Trust # 2 are for the full value of the assets held in Trust even though Iam only the
benificiary of a 1/3 interest in the Trust. I am the trustee of the Trust.
Asset # 16 1s a limited partnership interest - | have received periodic:
of additonal limited ownbership interests in this limited partnership over
the years. My ownership interest is 33% as of 12-31-14. The partnership's investments are almost exclusively in State Tax Exempt Bonds, Federal Bonds & Bills
or Agency securities and Certificates of Deposit, T have no management responsibilitites for the activities of this partnership.
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.