Brian S. Kruse
2020
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Pull out the substance of this filing.
What was filed
62
investments
1
positions
0
gifts
2
agreements
0
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Rembolt Ludtke LLP
- Rembolt Lutdke LLP law firm of counsel income
- Rembolt Ludtke LLP law firm buyout income
As filed
Fidelity - Cash Account — Interest
Pinnacle Bank - Cash Account — Interest
Fidelity Brokerage Account (H)
Fidelity 500 Index Fund (FXAIX) — Dividend
Cash — Interest
Fidelity Traditional IRA: Rollover of 401K Funds (H)
Cash — Interest
Rembolt Ludtke LLP 401(k) Fidelity (H) — None
Alger Spectra Fund Class Z ASPZX — None — Sold
Alger Spectra Fund Class Y ASPYX — None — Buy
Alger Spectra Fund Class Y ASPYX — Sold
American Funds EuroPacific Growth Fund Class R-6 RERGX — None — Sold
BlackRock Equity Dividend Fund K Shares MKDVX — Dividend — Sold (part)
BlackRock Equity Dividend Fund K Shares MKDVX — Sold
Federated Total Return Gov't Bond Fund — Dividend — Buy (add'l)
Federated Total Return Gov't Bond Fund — Sold
Fidelity 500 Index Fund FXAIX — Dividend — Sold
Fidelity Contrafund K6 FLCNX — Dividend — Buy (add'l)
Fidelity Contrafund K6 FLCNX — Sold
Fidelity International Index Fund FSPSX — None — Buy (add'l)
Fidelity International Index Fund FSPSX — Sold
Fidelity U.S. Bond Index Fund FXNAX — Dividend — Buy (add'l)
Fidelity U.S. Bond Index Fund FXNAX — Sold
Invesco Oppenheimer Developing Markets Fund Class R6 ODVIX — None — Sold
Ivy Mid Cap Growth Fund Class N IGRFX — None — Sold (part)
Ivy Mid Cap Growth Fund Class N IGRFX — Sold
John Hancock Funds Disciplined Value Mid Cap Class R6 JVMRX — None — Buy (add'l)
John Hancock Funds Disciplined Value Mid Cap Class R6 JVMRX — Sold
PIMCO Investment Grade Corp. Bond Fund Institutional Class PIGIX — Dividend — Buy (add'l)
PIMCO Investment Grade Corp. Bond Fund Institutional Class PIGIX — Sold
T. Rowe Price Small-Cap Value Fund I Class PRVIX — None — Buy (add'l)
T. Rowe Price Small-Cap Value Fund I Class PRVIX — Sold
Vanguard Federal Money Market Fund Investor Shares VMFXX — Dividend — Buy (add'l)
Vanguard Federal Money Market Fund Investor Shares VMFXX — Sold
Fidelity Roth IRA #1 (H)
Apple Inc. (AAPL) — Dividend — Sold
DocuSign, Inc. (DOCU) — None — Sold
Mastercard Incorporated (MA) — Dividend — Sold
NVIDIA Corp (NVDA) — Dividend — Sold
Paycom Software Inc. (PAYC) — None — Sold
Stitch Fix Inc. (SFIX) — None — Sold
Fidelity Government Cash Reserves (FDRXX) — Interest
Fidelity Roth IRA #2 (H)
Berkshire Hathaway Inc. B Shares (BRK B) — None — Sold
Costco Wholesale Corp (COST) — Dividend
Disney (DIS) — Dividend
Starbucks Corp (SBUX) — Dividend
UnitedHealth Group (UNH) — Dividend
Vanguard Index 500 (VFINX) — Dividend
Fidelity Government Cash Reserves (FDRXX) — Interest
Fidelity HSA (H)
Cash — Interest
Nebraska NEST 529 Plan (H)
DFA US Small Cap Value 529D — None — Buy
State Street S&P 500 Index — None
Vanguard Total Stock Market Index — None
Vanguard Equity Income — None
T. Rowe Price Large Cap Growth — None
Tributary Small Company — None — Sold
Vanguard REIT Index — None
Fidelity Brokerage #2 (H)
Fidelity 500 Index Fund (FXAIX) — Dividend
Of-Counsel Attorney, Rembolt Ludtke LLP
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
Income — 2020 — Rembolt Lutdke LLP law firm of counsel income — $123,226.00
Income — 2020 — Rembolt Ludtke LLP law firm buyout income — $24,000.00
Part I - Positions
1. I was a member of the panel of Chapter 7 bankruptcy trustees for Nebraska during 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.
2. I was the President and Secretary for Ben Sasse for U.S. Senate, Inc. I resigned in September 2019. The entity did not file the change with the Nebraska
Secretary of State records until 2020.
Part III-A Non-Investment Income
I was appointed to the bench on March 17, 2020. The Non-Investment Income from Rembolt Ludtke LLP on this report differs from the initial report. I was paid
regarding a contingent fee case. The income was earned under my Of-Counsel Agreement, but I was not paid until after I was appointed and after I filed the report.
Part VII - Investments and Trusts
1. Fidelity 500 Index Fund previously reported as held in the Fidelity Brokerage Account (Line 4) was transferred to different account (Line 62). The transaction
not listed as it is exempt.
2. I rolled the Rembolt Ludtke LLP 401(K) (Line 8) into a qualified Fidelity IRA (Line 6) in May 2020. All 401(K) assets were liquidated during the roll over.
3. Two accounts listed on my initial report are omitted because they were closed in 2019. They were listed on the initial report because its reporting period
included 2019. The accounts are TD Ameritrade HSA; and HSA Bank.
4. Some securities listed on my initial report are omitted because they were sold in 2019. They were listed on the initial report because its reporting period included
2019. The securities are Baron Small Cap Fund (BSCUX); Carlyle Group, LP (CG); Alphabet, Inc. (GOOG); CME Group, Inc. (CME); Markel Corporation
(MKL); and The Trade Desk, Inc. (TTD).
Amendment
This amended report modifies Part VII. The original report left column B(2) blank when there was no reportable income. The amended report indicates "None" for
those investments. The amendment was filed preemptively after I received a notice regarding my initial report, which also omitted "None" for investments with no
reportable income.
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.