Daniel Dale Crabtree

2020

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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

  • 138

    investments

  • 0

    positions

  • 4

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • David Kiersznowski
  • Demi Lloyd
  • Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas
  • Director's Fees, paid for service as Director of Lead Bank

As filed

Citigroup Inc. Com New — Dividend

Eaton Vance Large-Cap Value Fund — Distribution

Eaton Vance Tax-Managed Growth Fund — Distribution

Energy Transfer Partners LP — Distribution

Fidelity Advisor New Insights Fund — Distribution

Evergy (f/k/a Great Plains Energy, Inc.) — Dividend

Growth Fund of America — Distribution

Intel Corp — Dividend

Invesco American Franchise Fund — Distribution

Invesco Charter Fund — Distribution — Sold (part)

Invesco Gloabl Growth Fund (f/k/a Global Small & Mid Cap Growth) — Dividend

Learning Quest Aggressive Track: Moderate Portfolio (529) — None

Targa Resources Corp — Dividend

Country Club Bank (cash accounts) — Interest

United Missouri Bank, n.a. (Health Savings Account) — Interest

Dreyfus Govt Money Mkt (f/k/a Federated Captial Reserves) — Int./Div.

AT&T Inc. Com — Dividend

Alibaba Group SHS ADR — None

Apple Inc Com — Dividend

KKR & Co LP Del Com Units — Distribution

Kinder Morgan Inc Del Com — Dividend

Oppenheimer Senior Floating Rate Fund — Dividend — Sold

Oppenheirmer Steelpath MLP Alpha — Dividend — Sold

Talmer Bank & Trurst (FDIC insured deposit) — Interest

Country Club Wealth Solutions (FDIC insured deposit) — Interest

Transamerica Life Insurance Company (Flexible Premium Universal Life) — Interest

Fidelity Advisor Large Cap Stock Fund — Distribution

Fidelity Advisor (Focus) Health Care Fund — Distribution

Fidelity Advisor Consumer Staples Fund — Distribution — Sold

Fidelity Advisor Energy Fund — Dividend — Sold

Fidelity Advisor International Capital Appreciation Fund — Dividend

Fidelity Advisor International Growth Fund — Dividend

Fidelity Advisor Mid Cap Value Fund — Dividend

Amercan Funds New Perspective Fund — Distribution

American Funds Balanced Fund — Dividend

Calamos Strategic Total Return Fund — Dividend

BlackRock Equity Dividend Fund — Dividend

AllianzGI NFJ Dividend International & Premium Strategy Fund — Dividend

Kraneshares TR China A ETF — Distribution

Wisdom Tree Emerging Markets High Dividend Fund ETF — Distribution

Vanguard Mid Cap Growth Investment Fund (X) — Dividend

Western Asset Emerging Markets Fund — Dividend

Select Sector SPDR Fund — Dividend

Lead Bank (cash account) — None

First Trust Exchange Traded Fund II Tech Alphadex — Dividend — Sold

First Trust Exchange Traded Fund VI Rising Dividend Achievers — Dividend — Sold

Invesco Exchange Traded Fund TR S & P — Dividend — Sold

I-Shares TR Edge MSCI USA Size Factor ETF — Dividend — Sold

SPDR Series TR Bloomberg Barclays US Conversion Bond Index — Dividend — Sold

Vanguard World Fund Mega Cap GR ETF — Dividend — Sold

Morgan Stanley China — Dividend

First Trust Unit 8026 Value Dividend Opportunity Portfolio — Dividend — Sold

First Trust Unit 7920 Global Deep Value Dividend Portfolio — Dividend — Sold

Morgan Stanley Preferred Series Floating Rate — Dividend — Buy

Goldman Sachs Group Preferred Series D Floating Mty — Dividend — Buy

Adams Diversitfied Equity Fund — Dividend — Buy

Guggenheim Enhanced Equity Income Fund — Dividend — Buy

Nuveen Real Asset Income and Growth Fund — Dividend — Buy

Tekla Life Sciences — Dividend — Buy

Tekla Healthcare — Dividend — Buy

Invesco Exchange Traded Trust S&P Midcap Momentum — Dividend — Buy

SPDR Series Trust S&P 400 Midcap ETF — Dividend — Buy

Wisdom Tree U.S. Midcap Fund — Dividend — Buy

Cohen and Steers Quality Income Realty Fund — Dividend — Buy

First Trust Unit 8720 Dow Target — Dividend — Buy

Goldman Sachs Trust Access Treasury ETF — Dividend — Buy

SPDR Series Tr S & P Dividend EFT — Dividend — Buy

First Trust Exchange Traded Fund VI Rising Dividend Achievers — Dividend — Buy

SPDR Series TR Bloomberg Barclays US Conversion Bond Index — Dividend — Buy

Citigroup Inc. Com New — Dividend

Eaton Vance Large-Cap Value Fund — Distribution

Eaton Vance Tax-Managed Growth Fund — Distribution

Energy Transfer Partners LP — Distribution

Fidelity Advisor New Insights Fund — Distribution

Evergy (f/k/a Great Plains Energy, Inc.) — Dividend

Growth Fund of America — Distribution

Intel Corp — Dividend

Invesco American Franchise Fund — Distribution

Invesco Charter Fund — Distribution — Sold (part)

Invesco Gloabl Growth Fund (f/k/a Global Small & Mid Cap Growth) — Dividend

Learning Quest Aggressive Track: Moderate Portfolio (529) — None

Targa Resources Corp — Dividend

Country Club Bank (cash accounts) — Interest

United Missouri Bank, n.a. (Health Savings Account) — Interest

Dreyfus Govt Money Mkt (f/k/a Federated Captial Reserves) — Int./Div.

AT&T Inc. Com — Dividend

Alibaba Group SHS ADR — None

Apple Inc Com — Dividend

KKR & Co LP Del Com Units — Distribution

Kinder Morgan Inc Del Com — Dividend

Oppenheimer Senior Floating Rate Fund — Dividend — Sold

Oppenheirmer Steelpath MLP Alpha — Dividend — Sold

Talmer Bank & Trurst (FDIC insured deposit) — Interest

Country Club Wealth Solutions (FDIC insured deposit) — Interest

Transamerica Life Insurance Company (Flexible Premium Universal Life) — Interest

Fidelity Advisor Large Cap Stock Fund — Distribution

Fidelity Advisor (Focus) Health Care Fund — Distribution

Fidelity Advisor Consumer Staples Fund — Distribution — Sold

Fidelity Advisor Energy Fund — Dividend — Sold

Fidelity Advisor International Capital Appreciation Fund — Dividend

Fidelity Advisor International Growth Fund — Dividend

Fidelity Advisor Mid Cap Value Fund — Dividend

Amercan Funds New Perspective Fund — Distribution

American Funds Balanced Fund — Dividend

Calamos Strategic Total Return Fund — Dividend

BlackRock Equity Dividend Fund — Dividend

AllianzGI NFJ Dividend International & Premium Strategy Fund — Dividend

Kraneshares TR China A ETF — Distribution

Wisdom Tree Emerging Markets High Dividend Fund ETF — Distribution

Vanguard Mid Cap Growth Investment Fund (X) — Dividend

Western Asset Emerging Markets Fund — Dividend

Select Sector SPDR Fund — Dividend

Lead Bank (cash account) — None

First Trust Exchange Traded Fund II Tech Alphadex — Dividend — Sold

First Trust Exchange Traded Fund VI Rising Dividend Achievers — Dividend — Sold

Invesco Exchange Traded Fund TR S & P — Dividend — Sold

I-Shares TR Edge MSCI USA Size Factor ETF — Dividend — Sold

SPDR Series TR Bloomberg Barclays US Conversion Bond Index — Dividend — Sold

Vanguard World Fund Mega Cap GR ETF — Dividend — Sold

Morgan Stanley China — Dividend

First Trust Unit 8026 Value Dividend Opportunity Portfolio — Dividend — Sold

First Trust Unit 7920 Global Deep Value Dividend Portfolio — Dividend — Sold

Morgan Stanley Preferred Series Floating Rate — Dividend — Buy

Goldman Sachs Group Preferred Series D Floating Mty — Dividend — Buy

Adams Diversitfied Equity Fund — Dividend — Buy

Guggenheim Enhanced Equity Income Fund — Dividend — Buy

Nuveen Real Asset Income and Growth Fund — Dividend — Buy

Tekla Life Sciences — Dividend — Buy

Tekla Healthcare — Dividend — Buy

Invesco Exchange Traded Trust S&P Midcap Momentum — Dividend — Buy

SPDR Series Trust S&P 400 Midcap ETF — Dividend — Buy

Wisdom Tree U.S. Midcap Fund — Dividend — Buy

Cohen and Steers Quality Income Realty Fund — Dividend — Buy

First Trust Unit 8720 Dow Target — Dividend — Buy

Goldman Sachs Trust Access Treasury ETF — Dividend — Buy

SPDR Series Tr S & P Dividend EFT — Dividend — Buy

First Trust Exchange Traded Fund VI Rising Dividend Achievers — Dividend — Buy

SPDR Series TR Bloomberg Barclays US Conversion Bond Index — Dividend — Buy

Gift — David Kiersznowski — guest at various college basketbll games — $1,350.00

Gift — Demi Lloyd — guest at YMCA Camp — $1,050.00

Gift — David Kiersznowski — guest at various college basketbll games — $1,350.00

Gift — Demi Lloyd — guest at YMCA Camp — $1,050.00

Spouse's income — 2020 — Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas

Spouse's income — 2020 — Director's Fees, paid for service as Director of Lead Bank

Spouse's income — 2020 — Salary, employment by Unified Government of Wyandotte County/Kansas City, Kansas

Spouse's income — 2020 — Director's Fees, paid for service as Director of Lead Bank

In Part VII, lilne 16 of my 2019 Annual Report, I listed Federated Capital Reserves as one of my holdings. It combined with Dreyfus Government Cash

Management during 2020, so that combined holding is reported as Dreyfus Government Cash Management on line 16 of this 2020 Annual Report.

Part V, line 1: The aggregate gift amount shown on this line was provided by a close personal friend and the appearance by him (or any of his companies or

associated foundations) in any matter assgined to me would require that I take no official action with respect to the matter. Both the individual and his associated

entities are listed on my recusal list and have been so listed since I was appointed. The amount shown in part V consists of the value of outings to college sporting

events, some together and others involving use of tickets he holds. Some but not all of these outings included , who are personal friends of

Mr. Kiersznowski and his children.

Part V, line 2: The aggregate gift amount shown on this line was provided by a close personal friend and the appearance by her (or any of her companies or

associated foundations) in any matter asssigned to me would require that I take no official action with respect to the matter. Both the individual and her associated

entites are listed on my recusal list and have been so listed since I was appointed. The amount shown in part V consists of the value of sharing a cabin with Ms.

Lloyd and her daughter at a YMCA Camp where (who are close friends of Ms. Lloyd and her daughter) and I vacationd as guests of Ms.

Lloyd and her daughter. While we contributed supplies to help defray the cost of this shared experience, I do not believe they offset our share of this cabin and so

I have made this disclosure.

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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Daniel Dale Crabtree | Frix