Leonard Steven Grasz

2020

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Pull out the substance of this filing.

What was filed

  • 148

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Judicial Education Advisory Board, Law and Economics Center
  • Antonin Scalia Law School at George Mason University
  • First National Bank of Omaha - Salary

As filed

AIG Flex. Prem. Adj. Whole Life Ins. — Int./Div.

Deuel County, NE real estate — Rent

Doubleline Shiller EHNCD - DSEEX — None — Sold

First National Bank of Omaha — Interest

Gosper County, NE real estate parcel #1 — Rent

Gosper County, NE real estate parcel #2 — Rent

Gosper County, NE real estate parcel #3 — None

Harding Loevner Inst - HLMEX — None — Sold

PALMER SQUARE INCM Plus - PSYPX — None — Sold

PALMER SQUARE OPPTNSTC - PSOIX — Dividend — Sold

Phelps County, NE real estate — Rent

Primecap Odyssey Growth - POGRX — None — Sold

Schwab Bank - Cash and bank sweep — None — Closed

SCHWAB US LARGE CAP - SCHG — None — Sold

SCHWAB US LARGE CAP - SCHV — None — Sold

SCHWAB US LARGE CAP - SCHX — None — Sold

Thrivent Financial Whole Life — Int./Div.

Tortoise MLPCF NTG — None — Sold

Undiscovered MGRS - UBVLX — None — Sold

Versus Capital Multi Mgr Real Estate Inc. I (LSG) (VCMIX) — Dividend — Sold (part)

American New Perspectve Fund Class F3 (FNPFX) — None — Sold

Artisan Int'l Iinvestor (ARTIX) — None — Sold

Cohen & Steers Real Estate Securities (CSDIX) — None — Sold

Dodge & Cox Income (DODIX) — None — Sold

Metropolitan West Total Return Bond I (MWTIX) — Dividend — Sold

Parnassus Core Equity Instl (PRILX) — None — Sold

Investment Account #1 (H)

First TR Exchange Traded FD (FDN) — None — Buy

First TR Exchange Traded FD (FDN) — Buy (add'l)

Invesco Exchange Traded FD (SPGP) — Dividend — Buy

Invesco Exchange Traded FD (SPGP) — Buy (add'l)

Invesco Exchange Traded FD (SPGP) — Buy (add'l)

Invesco QQQ Tr Unit (QQQ) — Dividend — Buy

Invesco QQQ Tr Unit (QQQ) — Buy (add'l)

Ishares S&P Midcap 400 Index (IJH) — Dividend — Buy

Ishares S&P Midcap 400 Index (IJH) — Buy (add'l)

Ishares Tr Rus 2000 GRW ETF (IWO) — Dividend — Buy

Ishares Tr Rus 2000 GRW ETF (IWO) — Buy (add'l)

Ishares Tr US AER Def ETF (ITA) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Buy (add'l)

Ishares Tr US AER Def ETF (ITA) — Sold

SPDR Portfolio Intermediate Term (SPIB) — Dividend — Buy

SPDR Portfolio Intermediate Term (SPIB) — Buy (add'l)

Goldman Sachs Bank Cash Account — Interest — Open

Investment Account #2 (H)

First TR Exchange Traded FD (FDN) — None — Buy

Invesco Exchange Traded FD (SPGP) — Dividend — Buy

Invesco QQQ Tr Unit (QQQ) — Dividend — Buy

Ishares S&P Midcap 400 Index (IJH) — Dividend — Buy

Ishares Tr Rus 2000 GRW ETF (IWO) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Sold

SPDR Portfolio Intermediate Term (SPIB) — Dividend — Buy

Goldman Sachs Bank Cash Account — Interest — Open

IRA #1 (H)

First TR Exchange Traded FD (FDN) — None — Buy

Invesco Exchange Traded FD (SPGP) — Dividend — Buy

Invesco QQQ Tr Unit (QQQ) — Dividend — Buy

Ishares S&P Midcap 400 Index (IJH) — Dividend — Buy

Ishares Tr Rus 2000 GRW ETF (IWO) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Sold

SPDR Portfolio Intermediate Term (SPIB) — Dividend — Buy

Goldman Sachs Bank Cash Account — Interest — Open

IRA #2 (H)

First TR Exchange Traded FD (FDN) — None — Buy

Invesco Exchange Traded FD (SPGP) — Dividend — Buy

Invesco QQQ Tr Unit (QQQ) — Dividend — Buy

Ishares S&P Midcap 400 Index (IJH) — Dividend — Buy

Ishares Tr Rus 2000 GRW ETF (IWO) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Sold

SPDR Portfolio Intermediate Term (SPIB) — Dividend — Buy

Goldman Sachs Bank Cash Account — Interest — Open

IRA #1 (H)

AIG Flex. Prem. Adj. Whole Life Ins. — Int./Div.

Deuel County, NE real estate — Rent

Doubleline Shiller EHNCD - DSEEX — None — Sold

First National Bank of Omaha — Interest

Gosper County, NE real estate parcel #1 — Rent

Gosper County, NE real estate parcel #2 — Rent

Gosper County, NE real estate parcel #3 — None

Harding Loevner Inst - HLMEX — None — Sold

PALMER SQUARE INCM Plus - PSYPX — None — Sold

PALMER SQUARE OPPTNSTC - PSOIX — Dividend — Sold

Phelps County, NE real estate — Rent

Primecap Odyssey Growth - POGRX — None — Sold

Schwab Bank - Cash and bank sweep — None — Closed

SCHWAB US LARGE CAP - SCHG — None — Sold

SCHWAB US LARGE CAP - SCHV — None — Sold

SCHWAB US LARGE CAP - SCHX — None — Sold

Thrivent Financial Whole Life — Int./Div.

Tortoise MLPCF NTG — None — Sold

Undiscovered MGRS - UBVLX — None — Sold

Versus Capital Multi Mgr Real Estate Inc. I (LSG) (VCMIX) — Dividend — Sold (part)

American New Perspectve Fund Class F3 (FNPFX) — None — Sold

Artisan Int'l Iinvestor (ARTIX) — None — Sold

Cohen & Steers Real Estate Securities (CSDIX) — None — Sold

Dodge & Cox Income (DODIX) — None — Sold

Metropolitan West Total Return Bond I (MWTIX) — Dividend — Sold

Parnassus Core Equity Instl (PRILX) — None — Sold

Investment Account #1 (H)

First TR Exchange Traded FD (FDN) — None — Buy

First TR Exchange Traded FD (FDN) — Buy (add'l)

Invesco Exchange Traded FD (SPGP) — Dividend — Buy

Invesco Exchange Traded FD (SPGP) — Buy (add'l)

Invesco Exchange Traded FD (SPGP) — Buy (add'l)

Invesco QQQ Tr Unit (QQQ) — Dividend — Buy

Invesco QQQ Tr Unit (QQQ) — Buy (add'l)

Ishares S&P Midcap 400 Index (IJH) — Dividend — Buy

Ishares S&P Midcap 400 Index (IJH) — Buy (add'l)

Ishares Tr Rus 2000 GRW ETF (IWO) — Dividend — Buy

Ishares Tr Rus 2000 GRW ETF (IWO) — Buy (add'l)

Ishares Tr US AER Def ETF (ITA) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Buy (add'l)

Ishares Tr US AER Def ETF (ITA) — Sold

SPDR Portfolio Intermediate Term (SPIB) — Dividend — Buy

SPDR Portfolio Intermediate Term (SPIB) — Buy (add'l)

Goldman Sachs Bank Cash Account — Interest — Open

Investment Account #2 (H)

First TR Exchange Traded FD (FDN) — None — Buy

Invesco Exchange Traded FD (SPGP) — Dividend — Buy

Invesco QQQ Tr Unit (QQQ) — Dividend — Buy

Ishares S&P Midcap 400 Index (IJH) — Dividend — Buy

Ishares Tr Rus 2000 GRW ETF (IWO) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Sold

SPDR Portfolio Intermediate Term (SPIB) — Dividend — Buy

Goldman Sachs Bank Cash Account — Interest — Open

First TR Exchange Traded FD (FDN) — None — Buy

Invesco Exchange Traded FD (SPGP) — Dividend — Buy

Invesco QQQ Tr Unit (QQQ) — Dividend — Buy

Ishares S&P Midcap 400 Index (IJH) — Dividend — Buy

Ishares Tr Rus 2000 GRW ETF (IWO) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Sold

SPDR Portfolio Intermediate Term (SPIB) — Dividend — Buy

Goldman Sachs Bank Cash Account — Interest — Open

IRA #2 (H)

First TR Exchange Traded FD (FDN) — None — Buy

Invesco Exchange Traded FD (SPGP) — Dividend — Buy

Invesco QQQ Tr Unit (QQQ) — Dividend — Buy

Ishares S&P Midcap 400 Index (IJH) — Dividend — Buy

Ishares Tr Rus 2000 GRW ETF (IWO) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Dividend — Buy

Ishares Tr US AER Def ETF (ITA) — Sold

SPDR Portfolio Intermediate Term (SPIB) — Dividend — Buy

Goldman Sachs Bank Cash Account — Interest — Open

Board Member, Judicial Education Advisory Board, Law and Economics Center

Board Member, Judicial Education Advisory Board, Law and Economics Center

Reimbursement — Antonin Scalia Law School at George Mason University — 2-5-20 to 2-9-20 — Key West, FL — Education - Economics Course — Course materials, lodging and meals

Reimbursement — Antonin Scalia Law School at George Mason University — 9-26-20 to 10-2-20 — Pray, MT — Education - Economics Course — Course materials, lodging and meals

Reimbursement — Antonin Scalia Law School at George Mason University — 2-5-20 to 2-9-20 — Key West, FL — Education - Economics Course — Course materials, lodging and meals

Reimbursement — Antonin Scalia Law School at George Mason University — 9-26-20 to 10-2-20 — Pray, MT — Education - Economics Course — Course materials, lodging and meals

Spouse's income — 2020 — First National Bank of Omaha - Salary

Spouse's income — 2020 — First National Bank of Omaha - Salary

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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Leonard Steven Grasz | Frix