Gerald L Rushfelt
2013Annual
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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.