Mark R. Kravitz
2010
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Pull out the substance of this filing.
What was filed
58
investments
1
positions
0
gifts
2
agreements
0
debts
2
reimbursements
1
income
0
spouse income
Named parties
- Child #1
- American Bar Association- Annual Meeting
- ALAS
- University of Melbourne Graduate School of Law, Melbourne, Australia (see NOTE 5)
As filed
Third Avenue Value Fund — Int/Div — Sold (part)
Third Avenue Real Estate Value — Int/Div
Fidelity Contrafund — Int/Div
Fidelity AMT Tax-Free Money Market Fund — Distribution
Fidelity Cash Reserves — Distribution
Fidelity Cash Management Account — Int/Div
Fidelity Inflation-Protected Bond Fund — Int/Div — Buy
Conn. Bond Due 06/15/10 — Redeemed
Guilford Savings Bank — Interest
Pacific Ethanol Inc — Int/Div
Fidelity Int'l Discovery Fund — Int/Div
Fidelity Spartan Mkt Index Investor Class — Distribution
Fidelity Instittutional Money Mkt Fund (see note 5) — Distribution
Fidelity Spartan 500 Index Advantage Class — Distribution
Awbury Partners (see note ) — Distribution
P2 Capital Fund IV, L.P. (see note 2) — Distribution
Saugatuck Capital VI LLC (see note 3) — Distribution
Saugatuck Capital V LLC (see note 3) — Distribution
IRA # 1 (Roll-Over IRA created 7/1/03)
Fidelity Cash Reserves — Interest
Fidelity Diversified Int'l Fund — Int/Div
Spartan 500 Index Fid Advantgae — Int/Div
Fidelity Contrafund — Int/Div
Fidelity Puritan Fund — Int/Div
Fidelity Value Fund — Int/Div
Third Avenue Value Fund — Int/Div
Spartan Int'l Index Investors — Distribution
Fidelity Inflation Protected Bond fund — Distribution
Alpine Dynamic Dividend Fund — Distribution
Goldman Sachs — Sold
General Electric — Int/Div
Genzyme Corp. — Int/Div
IRA#2
Janus Orion Fund — Distribution
Custodian Account # 1
Fidelity Cash Management Account — Interest
Spartan 500 Index Investor Class — Int/Div
Third Avenue Value Fund — Distribution
American Capital Strategies — Int/Div
Fidelity Contrafund Fund — Int/Div
Fidelity Cash Reserves — Diswibution
Vanguard International Equity Index Fund — Distribution — Buy
Vanguard Information Technology Vipers — Distribution — Buy
Awbury Partners (see notel) — Distribution
Trust#4
Awbury Partners (see note 1) — Distribution
Fidelity Cash Management Account — Interest
Third Avenue Value Fund — Distribution
Fidelity Cash Management Account — Distribution
American CenturyUIltra Fund — Distribution
Trust# 5S
Awbury Partners (see note 1) — Distribution
Oracle Common Stock — Int/Div
Spartan 500 Index Investors Class — Distribution
Fidelity Cash Reserves — Int/Div
Third Avenue Value Fund — Distribution
Fidelity Contrafund — Distribution
Fidelity Cash Management Account — Interest
Custodian, Child #1
Agreement — 1-4/2010 — Visiting Professor at Yale Law School; paid $5000.00
Agreement — 2.9-11/2010 — Visiting Professor at Yale Law School; paid $8,000.00
Reimbursement — American Bar Association- Annual Meeting — August 5-6, 2010 — San Francisco, CA — Lecture — Transportation, lodging, meals
Reimbursement — ALAS — June 17-19,2010 — Bermuda — Lecture — Transportation, lodging, meals
Income — 2/17/2010 — University of Melbourne Graduate School of Law, Melbourne, Australia (see NOTE 5) — £7.952.60
NOTE 1:
Awbury Partners, L.P. is a large diversified investment partnership that is managed by one, geral] fund manager and several investment advisors.
Awbury Partners is, in effect, a privately held mutual fund.
the reporting person,
or any trust in which he is a trustee controls
or determines either (1) who the fund iii or investment advisors are or (2) what investments yey Partners purchases or sells or when it does so. Thus,
neither the reporting person,
or trusts in which he is a trustee has any control regarding the investments of Awbury Partners. The value of
Awbury Partners’ investments is nem me quarterly on the basis of the value of the partnerships underlying investments.
NOTE 2: P2 Capital Fund IV, L.P., is a pooled investment partnership, which is not controlled by either the reporting party or his spouse
NOTE 3: Saugatuck Capital V LLC and Saugatuck Capital VI LLC are private equity partnerships, which are not controlled by Ji the reporting pa
oo] The Capital V partnership is currently wholly invested in Femco Holdings LLC, a privately held company located in Pennsylvania, and the Capital VI is
invested in Exocor, Inc., a Canadian corporation.
NOTE 4: Trusts ##1 and 2, which were shown on previous reports, were terminated effective as of 02/15/06 and all of the assets (which were cash) then held by
the trusts were distributed in their entirety to the beneficiaries of the trusts, so that as of December 31, 2006, neither of these trusts existed. The other trusts will
continue to be numbered from #3 to avoid confusion with prior reports. Trust #3 was terminated effective 06/21/08 and the assets within the trust were distributed
in kind to the beneficiary of the Trust. As a result, as of December 31, 2008, Trust # 3 held no assets and was terminated. Trust #3 will not appear in future
reports. Trust # 5 terminated in Spetember 2010 and will not be included in future reports. Only Trust # 4 will continue in future reports.
NOTE 5: Payment for teaching at University of Melbourne was split between 2009 and 2010. The second payment of $7952.60 was made on February 17, 2010
and will be shown on next year's report. The payments differed in amount because of currency fluctuations, as the teaching stipend was based on Australian
dollars. The payment was intended to cover the reporting person's travel expenses, lodging and food
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.