Daniel Dale Crabtree
2018Annual
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What was filed
55
investments
1
positions
2
gifts
0
agreements
0
debts
1
reimbursements
0
income
2
spouse income
Named parties
- Equity Investors, LLC
- Kansas Citiv Rovals Bascball Club
- David and Dem Kiersznowsk
- Washington University in St Louis, School of Law
- Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas
- Director's Fees, paid for servige as Director of Lead Bank
As filed
AG Mortgage Investment Trust (REIT) — Int/Div — Sold
Citigroup Inc. Com New — Int/Div
Eaton Vance Large-Cap Value Fund — istnibution
Eaton Vance Tax-Managed Growth Fund — Distribution
Energy Transfer Parmers LP — Distribution
Fidelity Advisor New Insights Fund — Distribution
Great Plains Energy, Inc — Int/Div
Growth Fund of America — Distribution
Intel Corp — Int/Div
Invesco American Franchise Fund — Distribution
Invesco Charter Fund — Distribution
Invesco Gloabl Small & Mid Cap Growth Fund — Int/Div
Learning Quest Aggressive Track: Moderate Portfolio (529) — None
Obsidian Energy (f/k/a Penn West Petroleum Lid.) — None — Sold
Targa Resources Corp — Int/Div
Country Club Bank (cash accounts) — Interest
United Missouri Bank, n.a. (Health Savings Account) — Interest
US Bank (cash account) — None — Closed
Federated Capital Reserves — Interest
AT&T Inc. Com — Int/Div
Alibaba Group SHS ADR — None
Allianz SE Spon ADR Repste — None — Sold
Apple Inc Com — Int/Div
Astrazeneca PLC Sponsored ADR — None — Sold
KKR & Co LP Del Com Units — Distribution
Kinder Morgan Inc Del Com — Int/Div
Prospect Cap Corp Com — Int/Div — Sold
Walgreen Bouts Alliance Inc. Com — None — Sold
Aluba — None
Oppenheimer Senior Floating Rate Fund — Int/Div
Oppenheirmer Steelpath MLP Alpha — Int/Div
Talmer Bank & Trurst (FDIC insured deposit) — Interest
Country Club Wealth Solutions (FDIC insured deposit); see Part VIII — Interest
Transamerica Life Insurance Company (Flexible Premium Universal Life) — Interest
Fidelity Advisor Large Cap Stock Fund — Iistnbution
Fidelity Advisor (Focus) Health Care Fund — Distribution
Fidelity Advisor Consumer Staples Fund — istnbution
Fidelity Advisor Energy Fund — Int/Div
Fidelity Advisor International Capital Appreciation Fund — Int/Div
Fidelity Advisor International Growth Fund — Int/Div
Fidelity Advisor Mid Cap Value Fund — Int/Div
VNR Financial Corp — Distribution — Sold
Amercan Funds New Perspective Fund — Distribution
American Funds Balanced Fund — Int/Div
Calamos Strategic Total Return Fund — Int/Div
BlackRock Equity Dividend Fund — Int/Div
AllianzGl NF] Dividend International & Premium Strategy Fund — Int/Div
Kraneshares TR China A ETF — Distribution
Wisdom Tree Emerging Markets High Dividend Fund ETF — Distribution
Owens-Corning Inc — None — Sold
Amazon.com Inc — None — Sold (part)
Vanguard Mid Cap Growth Investment Fund xX) — Int/Div
Western Asset Emerging Markets Fund — Int/Div
Select Sector SPDR Fund — Int/Div — Buy
Lead Bank (cash account) — None — Open
Member, Equity Investors, LLC
Gift — Kansas Citiv Rovals Bascball Club — baschall tickets and charity golf tournament — $522.00
Gift — David and Dem Kiersznowsk — outings with close personal fnends, as described m part VII — $900.00
Reimbursement — Washington University in St Louis, School of Law — August 20 to August 21,2018 — St. Lows, Missoun — Participate in Annual Law School's Convocation — Meals, Lodging, Mileage, Parking
Spouse's income — 2018 — Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas
Spouse's income — 2018 — Director's Fees, paid for servige as Director of Lead Bank
Part V, line 1: The aggregate gift amount shown on this line was provided by close personal friends and the appearance by either of them (or any of their
companies or associated foundations) would require that | take no official action with respect to the matter. Both individuals and their associated entities are listed
on my recusal list and have been so listed since the time | was appointed. The amount shown in part V consists of the value of: rounds of golf at a golf club where
they belong; and various outings to professional and college sporting events, some together as friends and others involving use of tickets that they hold. Some but
not all of these outings included FINI , who are close personal friends of the Kiersznowski family [ .
Part V, line 2: The aggregate gift amount shown on this line consists of outings to a Major League Baseball game and participation in a charity golf tournament
benefitting the club's charitable foundation, The gift shown on this line was provided by a former client for whom | served as General Counsel before | was
appointed to my current position. This baseball club is listed on my recusal list and its appearance (or the appearance of any of its owners) would require that 1
tuke no official action with respect to the matter.
Part VII, line 33: Country Club Wealth Solutions is that same entity identified as Country Club Financial Services, Inc. in my 2017 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.