Benjamin A. Kahn
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
235
investments
0
positions
1
gifts
1
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Nexsen Proer PLLC
- NC Bar Foundation
- Middle District Bankruptcy } Seminar, Inc,
- Wells Fargo - salary
As filed
FSIVX — Closed
MIPCL — Closed
FSEVX — Closed
IARIX — Closed
FSCIX — Closed
PRSVX — Closed
Wells Fargo Account — Interest
Collegebound Fd 529 Agressive Growth 1996-1998 ALR — None
Collegebound Fd 529 Aggressive Growth 1999.2001 AR — None
Wells Fargo Investment Account £1(H)
SPYETF — Int/Div
EEMEIF — Int/Div
BAC Common — Int/Div — Sold
Wells Fargo HSA Account F/K/A Wells Fargo Investment Account #2 — Interest
Wells Fargo Investment Account 23(H)
SPY ETF — Int/Div
Wells Fargo Investment Account 24(H)
SPY EIF — Int/Div
Wells Fargo IRA #1 — Int/Div
Bank Deposit Sweep
AAPL Common
EEMETF
SPY ETF
Wells Fargo 401K #1 — Int/Div
Wells Fargo Stable Value Fund
S&P S00 Index Fund
Wells Fargo Large Cap Growth Fund
S&P Midcap Index
Russell Small Cap Index Fund
Wells Fargo Intemational Index Fund
Wells Fargo Emerging Market Equity Fund
Nasdaq 100 Index Fund
Wells Fargo ESOP Fund
Fidelity 401K #1 — Int/Div — Closed
FUSVX — Closed
FSIVX — Closed
MIPCL — Closed
FSEVX — Closed
JJARIX — Closed
FSCIX — Closed
PRSVX — Closed
FRTXX — Closed
Fidelity 401K #2 — Int/Div — Closed
FUSVX — Closed
FRTXX — Closed
Wells Fargo 401K #2 — Int/Div
Wells Fargo Stable Value Fund
S&P S00 Index Fund
Wells Fargo Large Cap Growth Fund
S&P Midcap Index
Russell Smallcap Index Fund
Wells Fargo International Index Fund
Wells Fargo Emerging Market Equity Fund
Nasdaq 100 Index Fund
Wells Fargo ESOP Fund
Wells Fargo stock options vested — None
Wells Fargo stock options unvested — Int/Div
Wells Fargo Investment Account 25(H)
CD-12 month Deposit — Interest
S&P Midcap Index Fund — Int/Div
Russell Smallcap Index Fund — Int/Div
Nasdaq 100 Index Fund — Int/Div
Emerging Market Equity Fund — Int/Div
S&P SOO Index Fund — Int/Div
Wells Fargo International Equity Fund — Int/Div
Wells Fargo Rollover IRA #1 — Int/Div — Open
Morgan Stanley Frontier Emerging Markets Fund — Buy
Morgan Stanley Frontier Emerging Markets Fund — Sold (part)
Eaton Vance Global Macro Fund — Buy
Eaton Vance Global Macro Fund — Sold (part)
Ridgeworth Seix Floating Rate Fund — Buy
Ridgeworth Seix Floating Rate Fund — Sold (part)
Voya Real Estate Fund — Buy
Voya Real Estate Fund — Sold (part)
El International Property Fund — Buy
El International Property Fund — Sold (part)
El International Property Fund — Sold (part)
El International Property Fund — Sold (part)
El International Property Fund — Sold
Credit Suisse Commodity Return Strategy Fund — Buy
Credit Suisse Commodity Return Strategy Fund — Buy (add'l)
Robeco B/P Long/Short Fund — Buy
Robeco B/P Long/Short Fund — Sold (part)
Driehaus Active Income Fund — Buy
Driehaus Active Income Fund — Sold (part)
ASG Global Alternative Fund — Buy
ASG Global Alternative Fund — Sold (part)
Harbor Capital Appreciation Fund — Buy
Harbor Capital Appreciation Fund — Sold (part)
Federated Strategic Value Fund — Buy
Federated Strategic Value Fund — Buy (add'l)
Crawford Dividend Growth Fund — Buy
Crawford Dividend Growth Fund — Buy (add'l)
Calvert Capital Accumulation Fund — Buy
Calvert Capital Accumulation Fund — Buy (add'l)
Oppenheimer Developing Market Fund — Buy
Oppenheimer Developing Market Fund — Sold (part)
Harbor Intemational Fund — Buy
Harbor Intemational Fund — Buy (add'l)
Dodge & Cox Int'l Stock Fund — Buy
Dodge & Cox Int'l Stock Fund — Buy (add'l)
Pimco Low Duration Fund — Buy
Pimco Low Duration Fund — Sold
Pimco Foreign Bond Fund — Buy
Pimco Foreign Bond Fund — Sold
Fidelity Advisors Emerging Market Income Fund — Buy
Fidelity Advisors Emerging Market Income Fund — Sold (part)
iShares Russell Mid-Cap Value — Buy
iShares Russell Mid-Cap Value — Buy (add'l)
iShares Core S & P Small Cap — Buy
iShares Core S & P Small Cap — Buy (add'l)
SPDR Wilshire Int'l Real — Buy
SPDR Wilshire Int'l Real — Buy (add'l)
SPDR Wilshire Int'l Real — Buy (add'l)
SPDR Wilshire Int'l Real — Buy (add'l)
SPDR Wilshire Int'l Real — Sold
Drevfus Int'l Bond Fund — Buy
Drevfus Int'l Bond Fund — Sold (part)
T Rowe Price Short Term Bond Fund — Buy
T Rowe Price Short Term Bond Fund — Sold (part)
Vova Int'l Real Estate Fund — Buy
Wells Fargo Rollover IRA £2 (X) — Int/Div — Open
Morgan Stanley Frontier Emerging Markets — Buy
Morgan Stanley Frontier Emerging Markets — Sold (part)
Eaton Vance Global Macro Fund — Buy
Eaton Vance Global Macro Fund — Sold (part)
Ridgeworth Seix Floating Rate Fund — Buy
Ridgeworth Seix Floating Rate Fund — Sold (part)
Vova Real Estate Fund — Buy
Vova Real Estate Fund — Sold (part)
El International Property Fund — Buy
El International Property Fund — Sold (part)
El International Property Fund — Sold (part)
El International Property Fund — Sold (part)
El International Property Fund — Sold
Credit Suisse Commodity Return Strategy Fund — Buy
Credit Suisse Commodity Return Strategy Fund — Buy (add'l)
Robeco B/P Long/Short Fund — Buy
Robeco B/P Long/Short Fund — Sold (part)
Drichaus Active Income Fund — Buy
Drichaus Active Income Fund — Sold (part)
ASG Global Alternatives Fund — Buy
ASG Global Alternatives Fund — Sold (part)
Harbor Capital Appreciation Fund — Buy
Harbor Capital Appreciation Fund — Sold (part)
Federated Strategic Value Fund — Buy
Federated Strategic Value Fund — Buy (add'l)
Crawford Dividend Growth Fund — Buy
Crawford Dividend Growth Fund — Buy (add'l)
Calvert Capital Accumulation Fund — Buy
Calvert Capital Accumulation Fund — Buy (add'l)
Oppenheimer Developmg Market Fund — Buy
Oppenheimer Developmg Market Fund — Sold (part)
Harbor International Fund — Buy
Harbor International Fund — Buy (add'l)
Dodge & Cox Intl Stock Fund — Buy
Dodge & Cox Intl Stock Fund — Buy (add'l)
Pimco Low Duration Fund — Buy
Pimco Low Duration Fund — Sold
Pimco Foreign Bond Fund — Buy
Pimco Foreign Bond Fund — Sold
Fidelity Advisors Emerging Market Income Fund — Buy
Fidelity Advisors Emerging Market Income Fund — Sold (part)
iShares Russell Mid-Cap Value — Buy
iShares Russell Mid-Cap Value — Buy (add'l)
iShares Core S & P Small Cap — Buy
iShares Core S & P Small Cap — Buy (add'l)
SPDR Wilshire Int'l Real — Buy
SPDR Wilshire Int'l Real — Buy (add'l)
SPDR Wilshire Int'l Real — Buy (add'l)
SPDR Wilshire Int'l Real — Buy (add'l)
SPDR Wilshire Int'l Real — Sold
Drevfus Int'l Bond Fund — Buy
Drevfus Int'l Bond Fund — Sold (part)
Vova Int'l Real Estate Fund — Buy
Wells Fargo Inv. Account #6 (X) — Int/Div — Open
ASG Global Alternatives Fund — Buy
ASG Global Alternatives Fund — Buy (add'l)
ASG Global Alternatives Fund — Buy (add'l)
Calvert Capital Accumulation Fund — Buy
Calvert Capital Accumulation Fund — Buy (add'l)
Calvert Capital Accumulation Fund — Buy (add'l)
Crawford Dividend Growth Fund — Buy
Crawford Dividend Growth Fund — Buy (add'l)
Crawford Dividend Growth Fund — Buy (add'l)
Credit Suisse Commodity Return Strategy Fund — Buy
Credit Suisse Commodity Return Strategy Fund — Buy (add'l)
Credit Suisse Commodity Return Strategy Fund — Buy (add'l)
Dodge & Cox Int'l Stock Fund — Buy
Dodge & Cox Int'l Stock Fund — Buy (add'l)
Dodge & Cox Int'l Stock Fund — Buy (add'l)
Drichaus Active Income Fund — Buy
Drichaus Active Income Fund — Buy (add'l)
Drichaus Active Income Fund — Buy (add'l)
Eaton Vance Global Macro Fund — Buy
Eaton Vance Global Macro Fund — Buy (add'l)
Federated Strategic Value Fund — Buy
Federated Strategic Value Fund — Buy (add'l)
Federated Strategic Value Fund — Buy (add'l)
Fidelity Advisors Emerging Markets Income Fund — Buy
Fidelity Advisors Emerging Markets Income Fund — Buy (add'l)
Fidelity Advisors Emerging Markets Income Fund — Buy (add'l)
Harbor Capital Appreciation Fund — Buy
Harbor Capital Appreciation Fund — Buy (add'l)
Harbor Capital Appreciation Fund — Buy (add'l)
Harbor Intemational Fund — Buy
Harbor Intemational Fund — Buy (add'l)
Harbor Intemational Fund — Buy (add'l)
iShares Core S&P Small Cap — Buy
iShares Core S&P Small Cap — Buy (add'l)
iShares Core S&P Small Cap — Buy (add'l)
iShares Russell Midcap Value — Buy
iShares Russell Midcap Value — Buy (add'l)
iShares Russell Midcap Value — Buy (add'l)
Morgan Stanley Frontiere Emerging Fund — Buy
Morgan Stanley Frontiere Emerging Fund — Buy (add'l)
Morgan Stanley Frontiere Emerging Fund — Buy (add'l)
Nuveen Limited Term Muni Bond — Buy
Nuveen Limited Term Muni Bond — Buy (add'l)
Nuveen Limited Term Muni Bond — Buy (add'l)
Oppenheimer Developing Market — Buy
Oppenheimer Developing Market — Buy (add'l)
Oppenheimer Developing Market — Buy (add'l)
Ridgeworth Seix Floating Rate Fund — Buy
Ridgeworth Seix Floating Rate Fund — Buy (add'l)
Ridgeworth Seix Floating Rate Fund — Buy (add'l)
Robeco BP Long/Short — Buy
Robeco BP Long/Short — Buy (add'l)
Robeco BP Long/Short — Buy (add'l)
Vova International Real Estate Fund — Buy
Vova International Real Estate Fund — Buy (add'l)
Vova International Real Estate Fund — Buy (add'l)
Vova Real Estate Fund — Buy
Vova Real Estate Fund — Buy (add'l)
Vova Real Estate Fund — Buy (add'l)
Gift — Nexsen Proer PLLC — Investiture Reception — $71,800.00
Agreement — 2014 — Nexsen Pruet PLLC Operating Agreement - Separation payments for capital account & work completed prior to departure, no control
Reimbursement — NC Bar Foundation — Nov. 6-8. 2014 — Asheville, NC — NC Bankruptcy Institute — Hotel, mileage, meals
Reimbursement — Middle District Bankruptcy } Seminar, Inc, — April 24-26, 2014 — Southern Pines, NC — Bankruptcy Seminar — Hotel, mileage
Spouse's income — 2014 — Wells Fargo - salary
-In order to more fully describe the investment accounts on rows 9 & 11 of Part VIL, | have added details.
~Assets listed on lines 27, 55, & 65 of Part VII were inadvertantly ommitted from the initial report.
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.