Michael Francis Urbanski
2014Annual
Ask Donna
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.