Gregg W. Zive
2019
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What was filed
70
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
spouse income
Named parties
- See comments (Part VIII)
- See Comments (Part VIII)
- University of Nevada, Reno Foundation
- Nevada Land Trust
- Plumas Garden Partners, Reno NV
- Trust #3
- Trust #4 (see Part VIII for comments)
- KUNR
- Pacific Coast League-scorekeeper
- Board of Regents Nevada State Higher Education-teaching
As filed
Plumas Garden Partners, Reno, Nevada — Interest — See comments (Part VIII)
City National Bank Money Market, Reno NV — Interest
Wells Fargo Advisors IRA (H)
Wells Fargo Bank Deposit — Interest
Lehman Bros. Holding — None
Chevron Corporation — Dividend
Europacific Growth Fund — Dividend
First TR Dorsey ET Wright Focus Five Fd — Dividend
Ishares ET Russell 2000 Growth — Dividend
Ishares ET Russell 1000 Value — Dividend
Ishares ET Russell 1000 Growth — Dividend — Sold (part)
Ishares Russell 2000 Value — Dividend
SPDR S&P Dividend ET — Dividend
Vanguard Health Care ET — Dividend
Vanguard Information ET — Dividend
Baron Select Funds Real Estate FD — Dividend
Baron Invt Funds Trust Small Cap FD — Dividend
Baron Select Funds Partners FD — Dividend
Brandes Invt TR Intl Small Cap Equity FD — Dividend — Sold
Brandes Invt TR Emerging Mkts Value FD (Class I) — Dividend
Brandes Invt TR Instl Equity FD (Class I) — Dividend
Federated Equity FDS Strategic Value FD — Dividend
Fidelity ADV New Insights (Class I) — Dividend
JP Morgan Mid Cap Value FD (Class L) — Dividend
Prudential Invt Port12 Global Real Estate FD (Class Z) — Dividend
Thornburg Invt TR Invt Income Builder FD (Class I) — Dividend
Vanguard Horizon FDS Strategic Small Cap Equity FD — Dividend
Columbia Seligman Cmmn & Information FD Ins. Class — Dividend
Brokerage #1 (H)
Boeing Company — Dividend
Coca-Cola — Dividend
Wells Fargo Bank Deposit — Interest
AB Mun Income FD Inc High Income Mun — Int./Div.
Eaton Vance Muns TR Municipal Opp (Class I) — Int./Div.
Eaton Vance Muns TR Natl Muns Income FD — Int./Div.
Federated Incm Secs TR Muni & STK Advantage FD Instl — Int./Div.
Franklin Fed Tax Free Income Fund — Interest
TCW FDS Inc Emerging Mkts Income FD (Class I) — Dividend
Nuveen Enhanced AMT Free Municipal Credit Opptys FD — Int./Div.
Trust #3 (H) — See Comments (Part VIII)
City National Bank Money Mkt, Reno NV — Interest
Brokerage #1
Money Market Fund-Stifel Nicolaus — Interest
Franklin Income Fund CL A — Dividend — Sold (part)
Nuveen All American Muni Bond FD CL A — Dividend — Sold (part)
Federated Stat Value Dividend CL A — Dividend
AIM Invesco Equity and Income CL A — Dividend
Nuveen High Yield Muni Bond — Dividend
Nevada State Bank, Reno, NV Money Market — Interest
RBC Dain Rauscher IRA (H) — See Comments (Part VIII)
RBC Bank Deposit — Interest
Invesco Select Real Estate Income Fund — Dividend
Growth Fund of America — Dividend
Henderson Global Intl Opps — Dividend
Franklin Founding FD Alloc A — Dividend
Columbia FDS Ser TR II Mass Seligman Comm & Info CL C — Dividend
Ivy FDS Inc Small Cap Growth FD CL C — Dividend — Sold (part)
Northern LTS FD TR Deer PK Total Rtn CL A — Dividend
UIT FT MLP Closed End Ser 27 Portfolio Monthly — Dividend — Buy
Wells Fargo Bank, N.A., Reno, NV — None
Brokerage #2 (H)
Bank of China New York City CD — Interest
City National Bank Checking, Reno NV — None — Open
City National Bank Money Market #2, Reno NV — Interest — Open
Brokerage #3 (H) — See Comments (Part VIII)
Berkshire Bank Pittsfield MA CD — None — Buy
Bank of America NA CD — None — Buy
TCF National Bank CD — None — Buy
Trustee Emeritus, University of Nevada, Reno Foundation
Advisory Board, Nevada Land Trust
Limited Partner, Plumas Garden Partners, Reno NV
Trustee, Trust #3
Trustee, Trust #4 (see Part VIII for comments)
Leadership Board, KUNR
Income — 2019 — Pacific Coast League-scorekeeper — $1,560.00
Income — 2019 — Board of Regents Nevada State Higher Education-teaching — $2,775.00
Filer's spouse also has a financial disclosure report requirement. Filer and spouse maintain assets as sole and separate property. Filer does not receive income
from any assets of the spouse, nor does filer receive or expect to receive any benefit from said assets. Additionally, filer and spouse file separate tax returns.
Therefore, it is both the filer and spouse's understanding that they are not required to report any information relating to each other on their disclosure report based
on guidance received in 2018. Spouse has properly filed a separate financial disclosure report.
Part I Line 5. Filer became a trustee of this trust in 2016. Filer did not create the trust, does not receive income from this trust, nor does he have a beneficial interest
in this trust. Therefore, no assets are reported in Part VII.
Part VII Line 1. 6.25 % limited partnership interest; apartment complex. Original purchase price of $50,000 in April 1994.
Part VII. Line 41. This trust was created February 12, 2007. 100% beneficial interest in this trust.
Part VII. Line 51. Beneficiary of this decedent IRA.
Part VII. Line 67. New brokerage account created in June of 2019.
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.