Mark R. Kravitz
2008
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Pull out the substance of this filing.
What was filed
78
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
0
spouse income
Named parties
- American Bar Association
- American Judicature Society
As filed
Powershares 100 Trust (QQQ) — Int/Div — Sold
Third Avenue Value Fund — Int/Div
Third Avenue Real Estate Value — Int/Div — Sold (part)
Fidelity Contrafund — Int/Div
Fidelity AMT Tax-Free Money Market Func — Distribution
Fidelity Cash Reserves — Distribution
Fidelity Cash Management Account — Int/Div
Spartan Intl Index Fid Advantage — Int/Div — Sold
Conn. Bond Due 06/15/10 — Interest
Guilford Savings Bank — Interest
Pacific Ethanol Inc — Int/Div
Fidelity Int'l Discovery Fund — Int/Div
Fidelity Spartan Mkt Index Investor Class — Distribution
Fidelity Spartan 500 Index Advantage Class — Distribution
Fidelity CT Municipal Money Mkt Fund — Distribution
Awbury Partners (see note 1) — Distribution
Saugatuck Capital V LLC (see note 2) — Distribution
IRA #1 (Roll-Over IRA created 7/1/03)
Fidelity Cash Reserves — Interest — Buy
Fidelity Diversified Int'l Fund — Int/Div — Sold (part)
Spartan 500 Index Fid Advantgae — Int/Div — Sold (part)
Fidelity Contrafund — Int/Div
Fidelity Puritan Fund — Int/Div
Fidelity Value Fund — Int/Div
American Capital Strategies — Int/Div — sold
Third Avenue Value Fund — Int/Div
Alpine Dynamic Dividend Fund — Int/Div
Spartan Int'l Index Investors — Distribution
Goldman Sachs — Int/Div — Buy
General Electric — Int/Div — Buy
Genzyme Corp. — Int/Div — Buy
IRA#2
Janus Orion Fund (see note 2) — Distribution
IRA #3 (note 5)
Govemnment Securities 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 — Distribution
Awbury Partners (see notel) — Distribution
Trust #3 (see note 3)
Awbury Partners (see note 1) — Distribution — Distributed
General Electric Corp — Int/Div — Distributed
SprintNextel Corp — Int/Div — Distributed
Embarq Corp. (see note 4) — Int/Div — Distributed
Oracle Common Stock — Int/Div — Distributed
Fidelity Cash Reserves — Interest — Distributed
Fidelity Cash Management Account — Interest — Distributed
Fidelity New Markets Income Fund — Distribution — Distributed
Fidelity Small Cap Stock Fund — Distribution — Distributed
Fidelity Mid Cap Stock Fund — Distribution — Distributed
Fidelity Short Term Bond Fund — Distribution — Distributed
Fidelity Fifty Fund — Distribution — Distributed
Alpine US Real Estate Equity Fund — Distribution — Distributed
Alpine Int'l Real Estate — Distribution — Distributed
Third Avenue Real Estate Value — Distribution — Distributed
Marsico Growth Fund — Distribution — Distributed
SoundShore Fund — Distribution — Distributed
Third Avenue Value Fund — Distribution — Distributed
Vanguard Inter-Term Bond Index Fund — Distribution — Distributed
Trust#4
Awbury Partners (see note 1) — Distribution
Fidelity Cash Management Account — Interest
Third Avenue Value Fund — Distribution
Amencan CenturyUitra Fund — Distribution
Trust# 5
Awbury Partners (see notes) — Distribution
Oracle Common Stock — Int/Div
IShares MSCI EAFE Index Fund — Distribution — Sold
Spartan 500 Index Investors Class — Distribution — Sold (part)
Fidelity Cash Reserves — Int/Div
Fidelity Value — Distribution — Sold
Third Avenue Value Fund — Distribution — Sold (part)
Fidelity Contrafund — Distribution — Sold (part)
Fidelity Cash Management Account — Interest — Buy
Custodian
Reimbursement — American Bar Association — January 2008 — Carlsbad, CA — Lecture: Annual Meeting — Transportation, lodging, meals
Reimbursement — American Judicature Society — October 2008 — Lawrence, KS — Devitt Award Presentation — Transportation, lodging, meals
NOTE 1: Awbury Partners, L.P. is a large diversified investment partnership that is managed by one, overall fund manager and five investment advisors.
Awbury Partners is, in effect, a privately held mutual fund. Neither the reporting person,
or any trust in which he is a trustee controls or
determines either (1) who the fund manager or investment advisors are or (2) what investments Awbury Partners purchases or sells or when it does so. Thus,
neither the reporting person,
Sc
or trusts in which he is a trustee has any control regarding the investments of Awbury Partners. The value of
Awbury Partners’ investments is determined quarterly on the basis of the value of the partnerships underlying investments.
NOTE 2: Saugatuck Capital V LLC is a private equity partnership, which is not controlled by either the reporting party Sill The partnership is currently
wholly invested in Femco Holdings LLC, a privately held company located in Pennsylvania.
NOTE 3: 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 nwas terminated. Trust #3 will not appear in future
reports.
NOTE 4: The shares of Embarq Corp. were distributed as a spinoff from the sale of Sprint in lieu of fractional shares.
NOTE 5: The reporting party contributes each month to the Govemment Thrift Savings Plan in which the entire funds are, and have been, invested in the
Govemment Securities Fund.
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.