John A. Kazen

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

36
investments
2
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

INDIVIDUAL ASSETS (H)

BBVA Compass (cash) — Interest

USAA Federal Savings Bank (cash) — Interest

Mineral Interest, Shackelford County, Texas (Y)

Kazen, Meurer & Perez LLP (buyout note) — Interest — Sold (part)

Kazen, Meurer & Perez LLP (buyout note) — Sold (part)

IRA #1 (H)

Fidelity Govt Cash Reserves (FDRXX) (cash equiv) — Int/Div

Fidelity Canada (FICDX) — Int/Div

Fidelity 500 Index Fund Instl (FXAIX) — Int/Div

Fidelity Select Health Care (FSPHX) — Int/Div

Fidelity Select Defense & Aerospace (FSDAX) — Int/Div

AMG Yacktman Fund I (YACKX) — Int/Div

Icon Energy CI S (ICENX) — Int/Div

Third Ave Real Estate Val Instl (TAREX) — Int/Div

Loomis Sayles Bond Retail Shares (LSBRX) — Int/Div

IRA # (H)

Fidelity Independence (FDFFX) — Int/Div

IRA #3 (H)

Fidelity Govt Cash Reserves (FDRXX) (cash eq.) — Int/Div

Hennessy Gas Utility Investor Cl (GA SFX) — Int/Div — Sold

BROKERAGE #1 (H)

Fidelity Govt Money Mkt (SPAXX) (cash equiv) — Int/Div

Hennessy Gas Utility Inv Cl (GASFX) — Int/Div

Fidelity Municipal Money Market (F1EXX) (cash eq.) — Int/Div

Apple Inc (AAPL) — Int/Div

Board of Directors

Agreement — 2019 — Three year buyout of my partnership interest in my former law firm, Kazen, Meurer & Perez LLP

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.