Gregory J. Fouratt
2019
Ask Donna
Pull out the substance of this filing.
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.