Michael Francis Urbanski

2013Annual

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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

  • 45

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Depart of Transp
  • Family Trust #1
  • Virgina CLE
  • UVA Law School
  • Part-Time Employee - ooo / self-employed gardener (occasional)
  • Part-Time Employee - The Second Yard, Ing

As filed

Wells Fargo Bank (accounts) — Interest

Grayson Bankshares, Inc — None

Shenandoah Life Insurance Co. - Whole Life — Interest

MetLife Policvholder Trust — Int/Div

Real Estate/Carroll Co., VA (1/2 int) (see Part VIII) — None — Sold (part) — Depart of Transp

AXA bBquitable/ Multmanager Aggressive Equity Fund — Int/Div

Northwestern Mutual - Ordinary Life — Int/Div

Northwestern Mutual - Custom Comp Life — Int/Div

Northwestern Mutual - Term to Age 65 — Int/Div

Northwestern Mutual - Whole Life — Int/Div

Northwestern Mutual - 65 Life (see Part VII) (y)

Northwestern Mutual - 65 Life (see Part VII) (vy)

USAA Subscriber's Account * (x) — Distribution

Fairpoint Communications, Inc. FRCMQ * x) — None — Sold

Dominion Resources. Inc. D * (x) — Int/Div — Sold

Frontier Comm. Corp. FTR * (x) — Int/Div — Sold

USAA S&P S00 Index Fund USSPX * (x) — Int/Div — Sold

USAA Tax Exempt Inter. Term Fund USATX * (x) — Int/Div — Sold

USAA Tax Exempt Virginia Bond Fund USVAX * (x) — Int/Div — Sold

USAA Life Ins. Co. Annuity * (x) — Interest

USAA Life Ins. Co. Annuity * (x) — Interest

USAA Life Ins. Co. Annuity * (x) — Interest

Wells Fargo Advisors Cash Account * (x) — Interest

Invt Mngrs Cir Coast Ins CCONX * (x) — Int/Div — Buy

Invt Mngrs Cir Coast Ins CCONX * (x) — Buy (add'l)

Invt Mngrs Cir Coast Ins CCONX * (x) — Buy (add'l)

Federated Strt Flu Inst] SVAIX * (x) — Int/Div — Buy

Federated Strt Flu Inst] SVAIX * (x) — Buy (add'l)

Goldman Sachs Satllt Prt GXSIX * (x) — Int/Div — Buy

Goldman Sachs Satllt Prt GXSIX * (x) — Buy (add'l)

Goldman Sachs Satllt Prt GXSIX * (x) — Buy (add'l)

Ivy High Income Fd1 IVHIX * (x) — Int/Div — Buy

Ivy High Income Fd1 IVHIX * (x) — Buy (add'l)

Ivy High Income Fd1 IVHIX * (x) — Buy (add'l)

Legg Mason Clrbrdg Age SAGYX *(x) — Int/Div — Buy

Legg Mason Clrbrdg Age SAGYX *(x) — Buy

Lord Abbett Intl Div Incm Fd C1 LIDFX * x) — Int/Div — Buy

Lord Abbett Intl Div Incm Fd C1 LIDFX * x) — Buy

Thomburg Dev, Wrld Inst THDIX * (x) — Int/Div — Buy

Thomburg Dev, Wrld Inst THDIX * (x) — Buy (add'l)

Touchstone Mid Cap Inst. TMCPX * (x) — Int/Div — Buy

Touchstone Mid Cap Inst. TMCPX * (x) — Buy (add'l)

CUNA Mutual Members Variable Annuity x) — Int/Div

Ist Advantage Federal Credit Union: Accounts * (x) — Int/Div

American General Life Insurance - Whole Life * (x) — Int/Div

Co-Trustee, Family Trust #1

Reimbursement — Virgina CLE — 01/09/2013 01/1203 — Charlottesville, VA — National Trial Advocacy College — Meals, Lodging, Transportation

Reimbursement — UVA Law School — 02/22/2013 02/23/2013 — Charlottesville, VA — Moot Court Tournament — Meals, Lodging

Spouse's income — 2013 — Part-Time Employee - ooo / self-employed gardener (occasional)

Spouse's income — 2013 — Part-Time Employee - The Second Yard, Ing

Part VII Investments and Trusts, Line 5 — One-half interest in real estate in Carroll County, Virginia. The assessed value of the entire parcel is $165,300. Part of

the acreage was sold on 04/16/2013 to the Virginia Department of Transportation.

Part VII Investments and Trusts, Lines 11 and 12 — These items are life insurance policies on J. During 2013, the

ownership deisgnation for the policies was chunged to their names. | no longer own these policies.

Part VII Investments and Trusts, Lines 13 - 45 — All of these assets, indicated with an asterisk, are owned by Family Trust #1. | became a trustee of this trust for a

member of my family on June 11,2013,

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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Michael Francis Urbanski | Frix