Gregory J. Fouratt

2019

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

  • 11

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Peter and Marlene Akel

As filed

USAA Federal Savings Bank Accounts — Interest

TWTR Common Stock — None — Sold

Vanguard Emerging Market Stock Index Fund — Dividend — Sold

Vanguard Small Cap Index Fund — Dividend — Sold

Vanguard Health Care Fund (Inherited IRA) — Distribution — Redeemed (part)

Vanguard 500 Index Fund — Dividend

Vanguard Prime Money Market Fund — Int./Div. — Buy (add'l)

USAA Universal Life Insurance Policy (cash value) — Interest

Two residential lots SW of Kingman, AZ — None

One residential lot in Las Cruces, NM — None — Buy — Peter and Marlene Akel

US Eagle Federal Credit Union — Interest — Closed

On the Investments and Trusts page, there was no option in the pull-down menu for taking a required minimum distribution (RMD). So I chose to select the

"redeem (part)" button to represent the RMD and then I selected the "buy" option for the additional shares in the Prime Money Market Fund that the RMD was

entirely used to purchase.

On the Investments and Trusts page, and I paid $90,000 cash for a residential lot in Las Cruces, NM, on which we intend to build our residence. Closing

date was 10/24/19.

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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