William Francis Kuntz 2
2014Annual
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Pull out the substance of this filing.
What was filed
89
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Federalist Society
- Department of Veterans Affairs, salary
As filed
Microsoft Corp. — Int/Div
comFidelity Growth & Income Retirement Fund — Int/Div
Fidelity Cash Reserves — Distribution
Memill Lynch High Income Fund — Int/Div
Aflac Inc — Int/Div
Abbott Laboratories, Inc — Int/Div
Air Products and Chemicals Inc — Int/Div
American Express Co — Int/Div
Anglo Amencan PLC ADR — Int/Div
Anheuser-Busch Inbev Spons — Int/Div
Ansys Inc — Int/Div
Apple Inc — Int/Div
Automatic Data Processing Inc — Int/Div
Avon Products Inc — Int/Div
Berkshire Hathaway Inc Class B — Int/Div
Brinker International Inc — Int/Div
Bnstol Myers Squibb Co — Int/Div
Chevron Comp. — Int/Div
Western Asset NY Muni Money Market Fund C1 A — Int/Div
Coca-Cola Co. — Int/Div
ConocoPhillips — Int/Div
Walt Disney Inc — Int/Div
Dominion Resources Inc. Va New — Int/Div
E 1 Du Pont De Nemours & Co — Int/Div
Emerson Electric Co — Int/Div
Exxon Mobil Corp. — Int/Div
General Electric Co — Int/Div — Sold
General Mills Inc — Int/Div
Glaxosmithkline PLC SP ADR — Int/Div — Sold
Hubbell Inc. Class B — Int/Div
Intel Corp — Int/Div
International Business Machines Corp — Int/Div
Johnson & Johnson — Int/Div
Koninklijke Philips Electronics NS Spon ADR New — Int/Div
Kraft Foods Inc. Class A — Int/Div
Linear Technology Corporation — Int/Div
Marsh & McLennanCos — Int/Div
Merck & Co. Inc — Int/Div
Meridian Bioscience Inc — Int/Div
Moodys Corp. — Int/Div
Norfolk Southern Corp — Int/Div
Pepsico Inc — Int/Div
Philip Morris Int. Inc — Int/Div — Sold
Piedmont Natural Gas — Int/Div
Praxair Inc — Int/Div
Procter & Gamble Co. — Int/Div
Roval Dutch Shell PLC ADR CL A — Int/Div
Sysco Corp. — Int/Div
IM Company — Int/Div
Time Wamer Inc — Int/Div
Time Wamer Cable Inc — Int/Div
Total S.A. Spons ADR — Int/Div
US Bancorp Del — Int/Div
Union Pacific Comp. — Int/Div
Verizon Communications — Int/Div
Vodafone Group PLC Spons — Int/Div — Sold
Wal-Mart Stores Inc — Int/Div
Weyerhauser Co. — Int/Div — Sold
Shares MSC Australia Index Fund — Int/Div
Vanguard MSCI Emerging Markets — Int/Div
Alliance Capital Growth — Int/Div
Sun America Capital Appreciation — Interest
S.A. year fixed no MVA — Interest
SA. Intl Grw & Income — Int/Div
MFS Total Return — hy
Citibank Deposit program — Interest
Ishares MSCI Emg Mkts Index Fund — Int/Div
Invesco Constellation Fund Class A — Int/Div
DWS Communications Fund Class A — Int/Div
Legg Mason CB Large Cap Growth — Int/Div
Lege Mason Global Currents — Int/Div
Putnam Voyager Fund Inc C1. A — Int/Div
Washington Mutual Investors Fund C1. A — Int/Div
Strps-Tint-US Treasury Int. (0% — Int/Div
Putnam Income Fund A — Int/Div
Sun Trust USLife — Distribution
Whole Life Insurance Policy AXA Equitable — Int/Div
Citibank Checking Accounts transferred to the UBS Bank Deposit Account — Interest
Comcast — Int/Div — Buy
Express Scripts (X) — Int/Div
MONDELEZ INTL INC (X) — Int/Div
Astruzeneca — Int/Div — Buy
CDK Global (X) — Int/Div
Phillips 66 (X) — Int/Div
AbbVie Inc (X) — Int/Div
Time Inc (X) — Int/Div
AOL. Inc — Sold
Frontier Communications, Corp — Sold
CH Energy Group, Inc — Sold
Reimbursement — Federalist Society — 11/13/2014 - 11/132004 — Washington, D.C — Panelist at Annual Lawyers Meeting — Transportation
Reimbursement — Ogletree at the Harvard Law School
Spouse's income — 2014 — Department of Veterans Affairs, salary
VIL, line 18, Western Asset NY Muni Money Market Class A name changed from Morgan Stanley NY Municipal Money TR AA Sweep
On my 2013 report, part VII,
line 84, note that my broker moved from Morgan Stanley to UBS and the checking account which had been used to hold funds in the securities account went from
being a Citibank account to being the UBS Bank USA Deposit Account APY
On my 2011 report, all Part VII:
line 1, Morgan Stanley NY Muni Money Trust AA Sweep became Western Asset NY Muni Money Market Class A
line 14, Berkshire Hathaway Inc. Class B is now on line 16
line 22, ConocoPhillips
line 36, Marsh & McLennunCos. is now on line 39
line 65, Fidelity Cash Reserves is now on line 2
Lime 67, Sun Trust USLife is now on line 82
line 68, Putnam Funds was a duplicate reporting of Putnam Income Fund A on line 81
Line 40, Medico was sold on 04/02/12 and so plays no part in 2013 Reporting However, since that sale may have been inadvertently omitted from my year end
2012 filing include it here in a super abundance of caution.
Line &, Altria Group was sold on 01/04/12 and so pliys no part in 2013 Reporting. However, since that sale may have been inadvertently omitted from my year
end 2012 filing 1 include it here in a super abundance of caution.
In response to the sage committee letter dated June 4, 2015, the three assets that were dropped from the 2014 report are now reported on lines 87, 88, and 89 with
transaction dates from previous periods. | trust you will accept this amended report to also amend the 2012 and 2013 annual reports,
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.