Michael Francis Urbanski

2014Annual

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Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Family Trust #1
  • Virgina CLE

As filed

Wells Fargo Bank (accounts) — Interest

Grayson Bankshares, Inc. GSON - Common Stock — None

Shenandoah Life Insurance Co. - Whole Life — Int/Div

MetLife Policyholder Trust — Int/Div

Real Estate/Carroll Co., VA (1/2 int) (see Part VIII) — None

AXA Equitable’ Multimanager Aggressive Equity Fund — Int/Div

Northwestern Mutual - Ordinary Life — Int/Div

Northwestern Mutual - Custom Comp Life — Int/Div

Northwestern Mutual - Term to Age 65 — Int/Div

Northwestern Mutual - Whole Life — Int/Div

USAA Subscriber's Account * — Distribution

USAA Life Ins. Co. Annuity * — Interest

USAA Life Ins. Co. Annuity * (see Part Vin — Interest — Sold (part)

USAA Life Ins. Co. Annuity * (see Part vin — Interest — Sold (part)

Wells Fargo Advisors Cash Account * — Interest

Invt Mngrs Ctr Coast Ins CCONX * — Int/Div

Federated Strt Flu Inst] SVAIX * — Int/Div

Goldman Sachs Satllt Prt GXSIX * — Int/Div — Sold (part)

Goldman Sachs Satllt Prt GXSIX * — Sold (part)

Goldman Sachs Satllt Prt GXSIX * — Sold (part)

Ivy High Income Fdl IVHIX * — Int/Div

Legg Mason Clrbrdg Age SAGYX * — Int/Div

Lord Abbett Intl Div Incm Fd C1 LIDFX * — Int/Div

Thomburg Dev, Wrld Inst THDIX * — Int/Div

Touchstone Mid Cap Inst. TMCPX * — Int/Div

CUNA Mutual Members Variable Annuity * — Int/Div

Ist Advantage Federal Credit Union. Accounts * (see Part VII — Int/Div

American General Life Insurance - Whole Life * — Interest

Co-Trustee, Family Trust #1

Reimbursement — Virgina CLE — 01/082014 01092014 — Charlottesville, VA — National Trial Advocacy College — Meals, Lodging

Part VII Investments and Trusts, Line 5. One-half interest in real estate in Carroll County, Virgina. The assessed value of the entire parcel is $162,300.

Part VII Investments and Trusts, Lines | 1-28. All of these assets, indicated with an asterisk, are owned by Family Trust #1, of which | am a co-trustee,

Part VII, Investments and Trusts, Line 13. This USAA Life Ins. Co. Annuity has u scheduled withdrawal on November 19. My 2013 report at Part VIL, Line 21

madvertently omitted the November 19, 2013 transaction, which fell within Value Code J, Gain Code A. Please accept this as an amendment to my 2013 report

Part VII, Investments and Trusts, Line 14. This USAA Life Ins. Co. Annuity has a scheduled withdrawal on July 28, My 2013 report at Part VII, Line 22

inadvertently omitted the July 28, 2013 transaction, which fell within Value Code J, Gain Code B. Please accept this as an amendment to my 2013 report,

Part VII Investments and Trusts, Line 27. On my 2013 report at Part VII, Line 44, for the asset 1st Advantage Federal Credit Union - Accounts, | listed J as the

Value Code in column C(1). In preparing my 2014 report, | realized that the aggregate value of these accounts fell within Value Code K as of December 31,

2013. Please accept this as an amendment to my 2013 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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