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Pull out the substance of this filing.

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.

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Gregg W. Zive | Frix