Robert E. Nugent 3

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 103

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Kansas University Alumm Association Wichita Network
  • Wichita YMCA Last Brunch
  • National Conference of Bankr. Judges
  • Kansas City Bankr. Bar ASSOC.

As filed

RIOIRA #1 (H)

Fidelity Gov't MM Daily Money Fund (R/ O IRA) — Int/Div

Am Funds Growth F of Am — Int/Div — Buy

Am Funds Growth F of Am — Sold

American HI Trust #2 — Int/Div — Buy

American HI Trust #2 — Sold

American HI Trust #2 — Buy

American HI Trust #2 — Sold

American HI Trust #2 — Buy

BlackRock HY Bond — Int/Div — Buy

BlackRock HY Bond — Sold

BlackRock HY Bond — Buy

BlackRock HY Bond — Sold

BlackRock HY Bond — Buy

Columbia HY Bond — Ine — Buy

Columbia HY Bond — Sold

Columbia HY Bond — Buy

Columbia HY Bond — Sold

Columbia HY Bond — Buy

Columbia HY Bond — Sold

Columbia HY Bond — Buy

JP Morgan HY Bond — Int/Div — Buy

JP Morgan HY Bond — Sold

JP Morgan HY Bond — Buy

JP Morgan HY Bond — Sold

JP Morgan HY Bond — Buy

Northern HY Fixed Inc — Int/Div — Buy

Northern HY Fixed Inc — Sold

Northern HY Fixed Inc — Buy

Northern HY Fixed Inc — Sold

Northern HY Fixed Inc — Buy

TIAA-CREF HY Fund — Int — Buy

TIAA-CREF HY Fund — Sold

TIAA-CREF HY Fund — Buy

TIAA-CREF HY Fund — Sold

TIAA-CREF HY Fund — Buy

Horizon Active Asset — Int/Div — Buy

Horizon Active Asset — Sold (part)

William Blair Small Mid Cap Grth — Int/Div — Buy

Lore Fixed Income — hy — Buy

Davis Global Fund — Buy

Davis Global Fund — Sold

Federated Strat Income — Int/Div — Buy

dakmark Intemat — Int/Div — Buy

dakmark Intemat — Sold (part)

dakmark Intemat — Sold

PIMCO Income — Int/Div — Buy

IShares TR Russell — Int/Div — Buy

IShares TR Core MISC — Int./hv — Buy

IShares TR Core MISC — Sold

SPDR S&P 600 Small Cap — Int/Div — Buy

Roth IRA

United Development Funding IV — Int/Div

RIOIRA 22 (H)

Fidelity Gov't MM Daily Money Fund (R/ O IRA) — Int/Div

Amencan Funds Fundamental Inv — hy

American Funds Growth — Int/Div

AmFunds Income Fund America — Int

Simple IRA £1 (H)

Amernican Funds as below

American Mutual Fund A — Int/Div — Buy (add'l)

American Mutual Fund A — Buy (add'l)

American Mutual Fund A — Buy (add'l)

American Mutual Fund A — Buy (add'l)

American Mutual Fund A — Buy (add'l)

American Mutual Fund € — Int

Fundamental Investors — Int/Div — Buy (add'l)

Fundamental Investors — Buy (add'l)

Capital Income Builder — Int/Div

Growth Fund of America A — Int/Div — Buy

Growth Fund of America A — Buy (add'l)

Growth Fund America C — Int/Div

Capital World Growth — Int/Div — Buy (add'l)

Capital World Growth — Buy (add'l)

Capital World Growth — Buy (add'l)

Emprise Bank Cash Accounts — Interest

CrossFirst Bank Cash Accounts — Interest

Citizens Bank Saving — Interest

Learning Quest 529 Fund Short-term (American Century) — Distribution

Vanguard MMA — Int/Div

Northwestern Mutual Whole Life #1 — Int/Div

Northwestern Mutual Whole Life 22 — Int/Div

Northwestern Mutual Whole Life 23 — Int/Div

Realty LLC — Distribution

Emerald Farms — Distribution — Buy

Bulls & Bears Investment Club (H)--see Part vin

Alphabet A — Int

Alphabet ¢ — Int/Div

Amazon — Int/Div — Sold (part)

Apple — Int/Div

Amgen — Int/Div

Bank of America — Int/Div

Boemg — Int/Div — Buy

Boemg — Buy (add'l)

Dow Dupont — Int/Div — Buy

General Dynamics — Int/Div

Ishares Emerg Mkt — Int/Div — Sold

Northrup Grumman — Int/Div

OKTA Inc — Int/Div — Buy

Phillips 66 — Int/Div

Spirit Aviation — Int/Div — Buy (add'l)

Union Pacific — Int/Div

Williams Co — Int/Div — Sold (part)

President, Kansas University Alumm Association Wichita Network

Advisory Board Member, Wichita YMCA Last Brunch

Reimbursement — National Conference of Bankr. Judges — 102910712018 — San Antomo, TX — NCBJ Annual Meeting — lodging

Reimbursement — Kansas City Bankr. Bar ASSOC. — 1/19/18 — Kansas City, KS — Judges Roundtable — travel

Part 7--Lines 53 and 54--UDF Stock transferred from R/O IRA #1 to Roth IRA 6/15/18

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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Robert E. Nugent 3 | Frix