Brian T. Fenimore
2018Annual
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Pull out the substance of this filing.
What was filed
52
investments
2
positions
0
gifts
1
agreements
1
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Famuly Trust #1
- BSF Farms, LLC (organized January 2019)
- McCarey Cabmets, LLC
- Lathrop Gage LLP, final amount of 2017 compensation for law practice received in Jan and Apr 2018 (included in 2017 income on Initial Report)
- DataSystem Solutions, Inc., salary
As filed
Kansas LearnigQuest 529 Account (H)
American Century Short-Term Portfolio — None — Sold (part)
American Century Short-Term Portfolio — Sold (part)
American Century Short-Term Portfolio — Sold (part)
American Century Cash & Cash Equivalents Portfolio fka Money Market — None — Sold (part)
American Century Cash & Cash Equivalents Portfolio fka Money Market — Sold (part)
American Century Cash & Cash Equivalents Portfolio fka Money Market — Sold (part)
401K Plan #1 (H)
T. Rowe Price Retirement 2030 Fund — None — Sold
T. Rowe Price Retriement 2030 TR-F — None — Buy
Bank of America Cash Accounts {Trust £1) — Interest
Oppenheimer Brokerage Account (H)
Apple, Inc. stock — Int/Div
Facebook. Inc. stock — None
Snap, Inc. stock — None
Under Armour, Inc. stock — None
401K Plan #2 (H)
Principal Bond Market Index Separate Account — None — Buy (add'l)
Principal Bond Market Index Separate Account — Buy (add'l)
Principal Core Plus Bond Separate Account — None — Buy (add'l)
Principal Core Plus Bond Separate Account — Sold (part)
Principal High Yield Separate Account — None — Sold
Principal LargeCap S&P S00 Index Separate Account — None — Sold (part)
Principal LargeCap S&P S00 Index Separate Account — Sold (part)
Principal MidCap S&P 400 Index Separate Account — None — Buy (add'l)
Principal MidCap S&P 400 Index Separate Account — Sold (part)
Principal SmallCap S&P 600 Index Separate Account — None — Sold (part)
Dimensional Fund Advisors Emerging Markets Small Cap Fund — Int/Div — Sold (part)
Dimensional Fund Advisors Emerging Markets Small Cap Fund — Buy (add'l)
Principal Diversified International Separate Account — None — Sold (part)
Principal Diversified International Separate Account — Buy (add'l)
Principal Diversified International Separate Account — Buy (add'l)
Principal Intemational Emerging Markets Separate Account — None — Sold (part)
Principal Intemational Emerging Markets Separate Account — Buy (add'l)
Principal Intemational Emerging Markets Separate Account — Buy (add'l)
Principal Intemational SmallCap Separate Account — None — Sold (part)
Principal Global Real Estate Securities Separate Account — None — Sold
Principal Real Estate Securities Separate Account — None — Buy (add'l)
Principal Real Estate Securities Separate Account — Sold (part)
Northwestern Mutual Insurance Whole Life Policies — Int/Div
Northwestern Mutual Insurance Vanabie ComplLife Policy (H) — Int/Div
Northwestern Mutual Series Fund, Inc Select Bond Portfolio — None
Northwestern Mutual Series Fund, Inc International Equity Portfolio — None
Northwestern Mutual Senes Fund, Inc Index S00 Stock Portfolio — None
Northwestern Mutual denes Fund, Inc Mid Cap Growth Stock Portfolio — None
Northwestern Mutual Series Fund Inc Growth Stock Portfolio — None
Russell Investment Funds Global Real Estate Securities Fund — None
Probate Estate (H)
BTC Bank Cash Account — None
Tract #1 Farmland in Harrison County. Missouri — None
Tracts 2 & 3 Farmland in Harrison County, Missouri — Rent
DataSystem Solutions, Inc. stock (X) — None
Trustee, Famuly Trust #1
Co-Manager, BSF Farms, LLC (organized January 2019)
Agreement — 2017 — Lathrop Gage LLP, final 2017 compensation paid in January and Apnl 2018
Liability — McCarey Cabmets, LLC — Home remodelling contract
Income — 2018 — Lathrop Gage LLP, final amount of 2017 compensation for law practice received in Jan and Apr 2018 (included in 2017 income on Initial Report) — $30.313.00
Spouse's income — 2018 — DataSystem Solutions, Inc., salary
Part VII, lines 17-39: The only fund account reporting dividend and/or capital gain income in the reports we receive for these assets is on line 28.
Part VII, lines 41-47: Filer has not been able to create or obtain from Northwestern Mutual any reports with any income, including dividends or capital gains
relating to the underlying funds in the Variable ComplLife policy investments,
Part VII, lines 48-51: There are three tracts of lund in the probate estate, which was opened in the third quarter of 2017. We had them appraised. The appraisals
were dated October 6, 2017, with a valuation date as of May $, 2017 (date of death). Tract #1 was appraised independently. Tracts #2 and #3 were appraised
together. So, that is how | am reporting them. Tracts #2 and #3 include some row crop acreage that generates rent. There is a house on Tract #3 that rented for a
modest amount each month until August 2018. Both rents are reported on line 51.
Part VII, line 52: The stock reported on line 52 is owned by Filer's Spouse. The only income from this company is the salary reported in Part H1LB.
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.