Kirtan K. Khalsa

2016Annual

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Pull out the substance of this filing.

What was filed

  • 39

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Manzano Day School
  • Albuguergue Academy
  • Internal Revenue Service
  • Fine Law Firm, Salary

As filed

PruLife Custom Premier II Life Insurance Policy (2 policies) — Int/Div

Scholars Edge 529 Plan Age 9-11 Years Portfolio A — None

Kennedy & Han 401k Retirement Fund {referenced in Part 11) — None — Closed

Transamerica Partners Stock Index Retirement Option

Transamarica Asset Allocation Conservative Portfolio R

Land Tract 1, Bernalillo County, NM — None

Land Tract 2, Bernalillo County, NM — None — Sold

Land Tract 1, Sandoval County, NM — None

Land Tract 2, Sandoval County, NM — None

Land Tract 3, Sandoval County, NM — None

SEP-IRA

Yahoo Inc. (YHOO) — None — Sold

Apple Inc. Stock (AAPL) — Int/Div — Buy

Amazon Com Inc. (AMZN) — None — Buy

Amazon Com Inc. (AMZN) — None — Sold

Google Inc. Class C (GOOG) — None — Buy

Google Inc. Class C (GOOG) — None — Buy (add'l)

Netflix Inc. (INFLX) — None — Sold

American Express Company (AXP) — Int/Div

Orexigen Therapeutics Inc (OREX) — None

Twitter Inc. (TWTR) — None

Bravatek Solutions Inc. (ECRYD) (Y)

Sandridge Energy Inc. (SD) (Y)

Ecrypt Technologies Inc. (ECRY) (Y)

Vanguard Prime Money Market Fund — Int/Div

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Target Retirement 2035 Mutual Fund — Int/Div

Vanguard NM Unif, Transfer to Minors Account

Vanguard Prime Money Market Fund — Int/Div

Vanguard Target Retirement 2025 Mutual Fund — Int/Div

Vanguard NM Uniform Transfer to Minors Account

Vanguard Prime Money Market — Int/Div

Vanguard Target Retirement 2020 Mutual Fund — Int/Div

Exone (XONE) — None

Agreement — 2003 — Kennedy & Han 401k Retirement Plan with former law firm of which I was an associate attorney, no control (rolled over into SEP-IRA effective June 2016)

Liability — Manzano Day School — Tuition

Liability — Albuguergue Academy — Tutition

Liability — Internal Revenue Service — Income axes

Spouse's income — 2016 — Fine Law Firm, 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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