Gerald L Rushfelt

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

  • 102

    investments

  • 1

    positions

  • 4

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Trust #
  • Membership Dues
  • Reduced Membership Dues
  • American Express

As filed

Life Ins. VA, Whole Life,.- Philadelphia, PA — Int/Div

US. Savings Bonds — Interest

FIDELITY MANAGEMENT TRUST CO {IRA - Mutual Funds) - #1 (H) — Int/Div

Pimco Total Return Administrative Shs (PTRAX) — Buy (add'l)

Pimco Short Term Administrative Shs (PSFAX)

Fidelity Total Bond (FTBFX) — Buy (add'l)

Fidelity Total Bond (FTBFX) — Buy (add'l)

Strategic Advisers Small-M Cap Fd {ka Fidelity (FSCFX) — Buy (add'l)

Strategic Ady Intl Fund k/a Fidelity PAS Intl FAFILFX) — Buy (add'l)

Strategic Ady Intl Fund k/a Fidelity PAS Intl FAFILFX) — Buy (add'l)

Strategic Ady Intl Fund k/a Fidelity PAS Intl FAFILFX) — Buy (add'l)

Strategic Ady Intl Fund k/a Fidelity PAS Intl FAFILFX) — Buy (add'l)

Strategic Ady Intl Fund k/a Fidelity PAS Intl FAFILFX) — Buy (add'l)

Strategic Ady Intl Fund k/a Fidelity PAS Intl FAFILFX) — Buy (add'l)

Strategic Ady Intl Fund k/a Fidelity PAS Intl FAFILFX) — Sold (part)

Strategic Advisers US Oppty Fund {/k/a Fidelity US(FUSOX) — Buy (add'l)

Fidelity Select Gold (FSAGX) — Sold

Templeton Global Bond Class A (TPINX)

Strategic Advisers Value Fund (FVSAX) — Buy (add'l)

Strategic Advisers Value Fund (FVSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Buy (add'l)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Growth Fund (FSGFX) — Buy (add'l)

Strategic Advisers Growth Fund (FSGFX) — Sold (part)

Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Income Opportunities (FPIOX) — Sold (part)

FIMM MMKT Inst. CHIFNSXX) — Sold (part)

FIMM MMKT Inst. CHIFNSXX) — Sold (part)

FIMM MMKT Inst. CHIFNSXX) — Sold (part)

Merger Fund (MERFX) — Sold (part)

Fidelity Short Term Bond (FSHBX) — Sold

Fidelity GNMA Fund (FGMNX) — Sold

Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l)

Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l)

Strategic Advisers Short Duration Fund (FAUDX) — Sold (part)

Arden Alternative Strategies C1 Conf (ARDNX)

Blackstone Alterntv Multi Manager (BXMMX) — Buy

Metropolitan West Low Duration M — Buy

Metropolitan West Low Duration M — Sold

MERRILL LYNCH IRA ACCOUNT (H)

Cash, ['k/a/ Beyond Banking - Money Account — None

ML Bank USA RASP - Cash Account (Y)

American Income Fund of America Cl ( {IFAFX) — Int/Div

First Eagle Global Class C (FESGX) — Int/Div

Pioneer Strategic Income Fund C1 C Shares (PSRCX) — Int/Div — Sold (part)

BROKERAGE #1 - Merrill Lynch Account tH

Cash, f’k/a Beyond Banking - Money Account (X) — None

ML Bank Deposit Program f/k/a ML Bank USA RASP (X) — Interest

Franklin Income Fund Cl C(FCISX) — Int/Div

Black Rock Global Allocation Fund Inc € IMCLOX) — Int/Div

Ivy Asset Strategy Fund C1 C (WASCX) — Int/Div

American Capital Income Builder C1 ( (CIBCX) — Int/Div

Blackrock National Muni Bond Fund CIC (MFNLX) — Int/Div — Sold (part)

First Eagle Global Cl C (FESGX) — Int/Div

Franklin US Govt Securities Fund C1 C (FRUGX) — Int/Div — Sold (part)

Nuveen Kansas Municipal (FCKSX) — Int/Div — Sold (part)

Amencan Balanced Fund C1 C (BALCX) — Int/Div — Buy

Blackrock Multi Asset Income Portfolio € (BCICX) — Int/Div — Buy

UMB Bank, n.a., Overland Park, KS accounts — Interest

Amencan Century IRA (H) — Int/Div

One Choice Portfolio: Moderate (AOMIX)

Trust # 1 (Income Beneficiary) (H)

160 Acres of farm land in Grant County, KS — Rent

Linn Operating Co. gas lease, Grant Co, KS (Rovalty) — Rovalty

Pioneer Natural Resources, gas lease, Grant County, KS — Rovalty

First National Bank, Overland Park. KS — Interest

Variable Annuity-Ohio National Life Insurance Co.

IRA - Sunlife Assurance Co

Morgan Stanley Smith Bamey Brokerage {H) Account (X)

American Century Growth Fund — Int/Div

Amercan Century Income & Growth Fund — Sold

Amencan Century Equity Growth Fund — Int/Div — Sold (part)

Amencan Century Equity Growth Fund — Sold

First TR Interm Dur Prf & Inc Fd — Int/Div

Clearbridge Amem Engy MLP Fnd

Cushing MLP Premier C

Morgan Stanley Bank N.A — Interest

SG Ranac Rty 6ML — Interest — Buy

SG Ranac Rty 6ML — Buy (add'l)

Lehigh Gas Partners LP — Distribution — Buy

IRA - Morgan Stanley & Co

Metcalf Bank f/k/a 1st Nat'l Bank of Olathe, KS - Accounts — Interest

GPH Family Tree LLC loan - note receivable

GPH Family Tree LLC - Part Ownership — Donated

Elizabeth Ann Page Trust

Ist Nat'l. Bank of Omaha, {/k/a 1st N.B Overland Park KS — Interest

Chase Home Finance LLC - Mortgagee — None

Morgan Stanley Smith Bamey Variable Rate Annuity = IRA

Leaning Quest 529 Savings Program Shawnee Msn, KS — None — Buy (add'l)

Leaning Quest 529 Savings Program Shawnee Msn, KS — Sold (part)

Leaning Quest 529 Savings Program Shawnee Msn, KS — Buy (add'l)

Leaning Quest 529 Savings Program Shawnee Msn, KS — Buy (add'l)

Leaning Quest 529 Savings Program Shawnee Msn, KS — Sold (part)

Co-Trustee, Trust #

Gift — Membership Dues — Amencan Bar Associaton — $150.00

Gift — Reduced Membership Dues — Intemational Society of Barnisters — $475.00

Gift — Membership Dues — American Board of Tnal Advocates — $500.00

Gift — Membership Dues — American College of Trial Lawyers — $700.00

Liability — American Express — Credit Card

Part VIL. Lines 50, 51, 56 and 57. The cash account for Brokerage #1-Memill Lynch Account was mistakenly omitted from the Financial Disclosure Report for

Calendar Years 2012. ML Bank Deposit Program, f/k/a ML Bank USA RASP Cash Account, was mistakenly reported in the Financial Disclosure Report for

Calendar Year 2012 as an asset of the Merrill Lynch IRA Account, but should have been reported as an asset of Brokerage #1 Merrill Lynch Account,

Part VII. Lines 76 through 97 (except Lines 91 and 95). All of the assets listed on Lines 76 through 97, except for Lines 91 and 95, are the sole financial interest

or responsibility of the reporting person's Jif. They are not derived from the assets, imcome or activities of the reporting person. The reporting person does not

derive or expect to derive a benefit from them; and he has no knowledge about them, except for the limited information stated on these lines. This is to comply

with Section 102(e)(| NE) of the applicable statute. Corresponding lines on the prior reports for calendar years 2011 and 2012 did include information as to

income, year-end values, and transactioins, all of which related solely to my wife and was provided by her. For the calendar year 2013 the reporting person has

provided all the information about these assets that has been provided to him, and he has no additional knowledge of whatever transactions or values may be

attributable to these assets.

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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Gerald L Rushfelt | Frix