Daniel Dale Crabtree

2019

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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

  • 56

    investments

  • 1

    positions

  • 2

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Equity Investors, LLC
  • Demi Lloyd (f/k/a Demi Kiersznowski)
  • David Kiersznowski
  • Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas
  • Director's Fees, paid for service as Director of Lead Bank

As filed

Citigroup Inc. Com New — Dividend

Eaton Vance Large-Cap Value Fund — Distribution

Eaton Vance Tax-Managed Growth Fund — Distribution

Energy Transfer Partners LP — Distribution

Fidelity Advisor New Insights Fund — Distribution

Great Plains Energy, Inc. — Dividend

Growth Fund of America — Distribution

Intel Corp — Dividend

Invesco American Franchise Fund — Distribution

Invesco Charter Fund — Distribution

Invesco Gloabl Small & Mid Cap Growth Fund — Dividend

Learning Quest Aggressive Track: Moderate Portfolio (529) — None

Targa Resources Corp — Dividend

Country Club Bank (cash accounts) — Interest

United Missouri Bank, n.a. (Health Savings Account) — Interest

Federated Capital Reserves — Interest — Redeemed (part)

AT&T Inc. Com — Dividend

Alibaba Group SHS ADR — None

Apple Inc Com — Dividend

KKR & Co LP Del Com Units — Distribution

Kinder Morgan Inc Del Com — Dividend

Altaba — None — Sold

Oppenheimer Senior Floating Rate Fund — Dividend

Oppenheirmer Steelpath MLP Alpha — Dividend

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 — Distribution

Fidelity Advisor (Focus) Health Care Fund — Distribution

Fidelity Advisor Consumer Staples Fund — Distribution

Fidelity Advisor Energy Fund — Dividend

Fidelity Advisor International Capital Appreciation Fund — Dividend

Fidelity Advisor International Growth Fund — Dividend

Fidelity Advisor Mid Cap Value Fund — Dividend

Amercan Funds New Perspective Fund — Distribution

American Funds Balanced Fund — Dividend

Calamos Strategic Total Return Fund — Dividend

BlackRock Equity Dividend Fund — Dividend

AllianzGI NFJ Dividend International & Premium Strategy Fund — Dividend

Kraneshares TR China A ETF — Distribution

Wisdom Tree Emerging Markets High Dividend Fund ETF — Distribution

Amazon.com Inc. — None — Sold

Vanguard Mid Cap Growth Investment Fund (X) — Dividend

Western Asset Emerging Markets Fund — Dividend

Select Sector SPDR Fund — Dividend — Buy

Lead Bank (cash account) — None

Dreyfus Government Cash Management — Int./Div. — Buy

First Trust Exchange Traded Fund II Tech Alphadex — None — Buy

First Trust Exchange Traded Fund VI Rising Dividend Achievers — None — Buy

Invesco Exchange Traded Fund TR S & P — Dividend — Buy

I-Shares TR Edge MSCI USA Size Factor ETF — None — Buy

SPDR Series TR Bllomberg Barclays US Conversion Board Index — None — Buy

Vanguard World Fund Mega Cap GR ETF — Dividend — Buy

Morgan Stanley China — Dividend — Buy

First Trust Unit 8026 Value Dividend Opportunity Portfolio — Dividend — Buy

First Trust Unit 7920 Global Deep Value Dividend Portfolio — Dividend — Buy

Member, Equity Investors, LLC

Gift — Demi Lloyd (f/k/a Demi Kiersznowski) — collateral guest of family friend on graduation trip — $650.00

Gift — David Kiersznowski — guest at college basketbll games — $1,180.00

Spouse's income — 2019 — Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas

Spouse's income — 2019 — Director's Fees, paid for service as Director of Lead Bank

Part V, line 1: The aggregate amount shown in this line was provided in connection with a gift made by a close personal friend as a graduation gift

The donor is a close family friend. Her appearance (or that of any of her copmanies or associated fo undations) in

any matter assigned to me would require that I take no official action with respect to the matter. Both the individual and her associated entities are listed on my

recusal list and have been so listed since the time I was appointed.

Part V, line 2: The aggregate gift amount shown on this line was provided by a close personal friend and the appearance by him (or any of his companies or

associated foundations) in any matter assgined to me would require that I take no official action with respect to the matter. Both the individual and his associated

entities are listed on my recusal list and have been so listed since the time I was appointed. The amount shown in part V consists of the value of:outings to college

sporting events, some together and others involving use of tickets he holds. Some but not all of these outings included , who are personal

friends of Mr. Kiersznowski and his children.

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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Daniel Dale Crabtree | Frix