Brian S. Kruse
2019
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Pull out the substance of this filing.
What was filed
56
investments
2
positions
1
gifts
2
agreements
0
debts
1
reimbursements
4
income
0
spouse income
Named parties
- Rembolt Ludtke LLP
- Ben Sasse for U.S. Senate, Inc. (resigned September, 2019)
- Exempt
- Rembolt Lutdke LLP law firm K1 income (1040 Line 6)
- Rembolt Lutdke LLP law firm K1 income (estimated see Part VIII)
- Rembolt Lutdke LLP law firm of counsel income (Janaury 1 - March 16, 2020)
- Rembolt Ludtke LLP law firm buyout income (total through April 30, 2020)
As filed
Fidelity - Cash Account — Interest
Pinnacle Bank - Cash Account — Interest
HSA Bank Account HSA - Cash Account — Interest
Fidelity Brokerage Account (H)
Fidelity 500 Index Fund (FXAIX) — Dividend — Exempt
Cash — Interest — Exempt
Fidelity Traditional IRA: Rollover of 401K Funds (H)
Cash — Interest — Exempt
Rembolt Ludtke LLP 401(k) Fidelity (H)
Alger Spectra Fund Class Z ASPZX — Dividend — Exempt
American Funds EuroPacific Growth Fund Class R-6 RERGX — Dividend — Exempt
Baron Small Cap Fund Class R6 BSCUX — Dividend — Exempt
BlackRock Equity Dividend Fund K Shares MKDVX — Dividend — Exempt
Federated Total Retun Gov't Bond Fund — Dividend — Exempt
Fidelity 500 Index Fund FXAIX — Dividend — Exempt
Fidelity Contrafund K6 FLCNX — Dividend — Exempt
Fidelity International Index Fund FSPSX — None — Exempt
Fidelity U.S. Bond Index Fund FXNAX — Dividend — Exempt
Invesco Oppenheimer Developing Markets Fund Class R6 ODVIX — None — Exempt
Ivy Mid Cap Growth Fund Class N IGRFX — Dividend — Exempt
John Hancock Funds Disciplined Value Mid Cap Class R6 JVMRX — Dividend — Exempt
PIMCO Investment Grade Corp. Bond Fund Institutional Class PIGIX — Dividend — Exempt
T. Rowe Price Small-Cap Value Fund I Class PRVIX — Dividend — Exempt
Vanguard Federal Money Market Fund Investor Shares VMFXX — Dividend — Exempt
Fidelity Roth IRA #1 (H)
Apple Inc. (AAPL) — Dividend — Exempt
Carlyle Group LP Com UTS Ltd Ptn (CG) — None — Exempt
DocuSign, Inc. (DOCU) — None — Exempt
Mastercard Incorporated (MA) — Dividend — Exempt
NVIDIA Corp (NVDA) — Dividend — Exempt
Paycom Software Inc. (PAYC) — None — Exempt
Stitch Fix Inc. (SFIX) — None — Exempt
Fidelity Government Cash Reserves (FDRXX) — Interest — Exempt
Fidelity Roth IRA #2 (H)
Berkshire Hathaway Inc. B Shares (BRK B) — None — Exempt
Costco Wholesale Corp (COST) — Dividend — Exempt
Disney (DIS) — Dividend — Exempt
Starbucks Corp (SBUX) — Dividend — Exempt
UnitedHealth Group (UNH) — Dividend — Exempt
Vanguard Index 500 (VFINX) — Dividend — Exempt
Fidelity Government Cash Reserves (FDRXX) — Interest — Exempt
TD Ameritrade HSA (H)
Alphabet Inc. - Class C (GOOG) — None — Exempt
CME Group Inc. (CME) — Dividend — Exempt
Markel Corporation (MKL) — None — Exempt
The Trade Desk, Inc. (TTD) — None — Exempt
Cash — Interest — Exempt
Fidelity HSA (H)
Cash — Interest — Exempt
Nebraska NEST 529 Plan (H)
State Street S&P 500 Index — Dividend — Exempt
Vanguard Total Stock Market Index — Dividend — Exempt
Vanguard Equity Income — Dividend — Exempt
T. Rowe Price Large Cap Growth — Dividend — Exempt
Tributary Small Company — Dividend — Exempt
Vanguard REIT Index — Dividend — Exempt
Partner / Managing Partner (and see Part VIII), Rembolt Ludtke LLP
President and Secretary, Ben Sasse for U.S. Senate, Inc. (resigned September, 2019)
Gift — Exempt
Agreement — 01/01/2020 — Rembolt Ludtke LLP, agreement for payment of interest in former law firm
Agreement — 01/01/2020 — Rembolt Ludtke LLP, agreement for payment as Of-Counsel attorney
Reimbursement — Exempt
Income — 2018 — Rembolt Lutdke LLP law firm K1 income (1040 Line 6) — $220,266.00
Income — 2019 — Rembolt Lutdke LLP law firm K1 income (estimated see Part VIII) — $231,588.00
Income — 2020 — Rembolt Lutdke LLP law firm of counsel income (Janaury 1 - March 16, 2020) — $38,225.79
Income — 2020 — Rembolt Ludtke LLP law firm buyout income (total through April 30, 2020) — $8,000.00
I was a member of the panel of Chapter 7 bankrtupcy trustees for Nebraska during 2018, 2019, and 2020. I acted in this capacity as a lawyer at Rembolt Ludtke
LLP. All Chapter 7 trustee fees were paid to the law firm. I was paid by the firm not directly from any of the bankruptcy estates.
Part III-A, Item 2, income as a partner of the law firm of Rembolt Ludtke LLP is estimated based upon a draft K1 received from the firm's accountants. At the time
this rerport was completed, the firm had not yet filed its tax return. As such I have not yet filed a tax return for 2019. I will supplement to the extent the acutal
income amount is materially greater than listed.
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.