Daniel Dale Crabtree
2020
Ask Donna
Pull out the substance of this filing.
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.