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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.

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