Arthur B Federman
2017Final
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What was filed
44
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Premium
- Closed 5-3-17
- gam or loss
- Line for IRA
- Line for Trust a
- "1990 Life Insurance Trust - 12-11-90". The beneficiaries are the reporting person & relatives, Assets are disclosed in Part VII as Trust
As filed
Commerce Bank NA, Lenexa Ks.- MMrkt no add delete detail needed — Interest
Commerce Bank NA, Lenexa Ks - CKG - no add or delete detail needed — Interest
Commerce Bank NA, Lenexa Ks - MMRKT «no add delete detail needed — Interest
Vanguard Fed MMT Fund — Int/Div
Vanguard - 500 Index Fund Admiral Shares « Total Bal for this Fund — Int/Div
Vanguard-Total Intern. Stock 1X Adm - Bal for this Fd-end of yr — Int/Div
Vanguard - Total Stock Market Index Fund Admiral Shrs-Total Bal of Fd — Int/Div
Northwestern Mutual Life Ins Policy - This is a "Whole Life Policy" — Interest — Buy (add'l) — Premium
Federman Family LP. - Limited Partnership Interest — Interest
Commerce Bank N.A. , Kansas City, Mo. Ckg Acct. - closed 5-3-17 — None — Closed — Closed 5-3-17
State Bank of India CD - matures 10/17/17 — Interest
First Foundation Bank - CD - matures 06/15/17 — Interest — Matured — gam or loss
Manhattan. KS GO Bd - matures 6/15/20 — Interest
Memick Bank « CD « matures 0608/18 — Interest — Buy
Bank of India NY « CD « matures 0314/18 — Interest — Buy
State Bank of India - CD - matures 06/15/18 — Interest — Buy
Ally Bank - CD- matures 0805/19 — Interest — Buy
Fidelity - Fidelity S00 Index Premium Class Total FD Bal — Int/Div
Fidelity S00 Index Premium Class addition — Buy
Fidelity S00 Index Premium Class addition — Buy
Fidelity 500 Index Premium Class addition — Buy
Fidelity 500 Index Premium Class addition — Buy
Fidelity - Fidelity Total Mrkt Index Premium Class Total — Int/Div
Fidelity Total Mrkt Index Premium Class addition — Buy
Fidelity Total Mrkt Index Premium Class addition — Buy
Fidelity Total Mrkt Index Premium Class addition — Buy
Fidelity Total Mrkt Index Premium Class addition — Buy
Fidelity - Fidelity Total INTL Index FD Prem Class Total — Int/Div
Fidelity Total INTL Index FD Prem Class « addition — Buy
Fidelity Total INTL Index FD Prem Class « addition — Buy
Fidelity Total INTL Index FD Prem Class « addition — Buy
Fidelity Total INTL Index FD Prem Class « addition — Buy
Fidelity Total INTL Index FD Prem Class « addition — Buy
IRA Accts. <Total Assets in Accounts Total Bal & Detail Follows « — Line for IRA
IRA Acct - Vangaurd acct « Prime MMKT FD - no add delete detail — Int/Div
IRA Acct - Fidelity Select Health Care — Int/Div
IRA Acct - T.Rowe Price New ERA — Int/Div
IRA - Spouse - Capital Federal Savings ch — Interest
Trust # - Total Assets of Trust -Total Bal & Asset Detail Follows — Line for Trust a
Trust # 1 - Guardian Life Ins . - Cash Value — hy
Trust # 1 - Northwestern Mutual Life Cash Value — Int/Div
Trust # 1 - Met Life Ins INC- Stock — Int/Div
Trust # 1 - Commerce Bank NA. Ckg acct, — Interest
Trust 2 1 - Discover Bank 12-21-17 — Interest
Trustee, with no significant management duties - all assets are listed @ VII, "1990 Life Insurance Trust - 12-11-90". The beneficiaries are the reporting person & relatives, Assets are disclosed in Part VII as Trust
The assets and value amount references shown in Part VII which are identified as Trust # | are for the full value of the assets held in Trust even though | am only
entitled to a 1/3 beneficial interest in the Trust. [am the trustee of the Trust.
Asset #9 is a limited partnership interest - I have received periodic gifts over the years from my parents of additonal limited ownbership interests in this limited
partnership. My ownership interest is 33% us of 8-30-17. The partnership's investments are almost exclusively in State Tax Exempt Bonds, Federal Bonds & Bills
or Agency securities and Certificates of Deposit. | have no management responsibilitites for the activities of this partnership. | receive periodic distributions from
this partnership.
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.