Daniel Dale Crabtree

2018Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Daniel Dale Crabtree | Frix