Kevin Nathaniel Fox
2017Annual
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What was filed
27
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Eaton Vance Dividend Builder Fund Class A — Int/Div
Franklin New York Tax Free Income Fund Class A — Int/Div
Chase Bank Accounts — Interest
New York Stock Exchange Employee Savings Plan — Int/Div
Country Bank Accounts — Interest
Trust #1 (H)
CNA Term Life Ins. Policy — None
Jackson National Group Term Life, Health and Disabil. Ins, Policy — None
Jackson National Univ.Life Ins. Policy — None
Time Warmer Common Stock — Int/Div
JP Morgan Chase Common Stock — Int/Div
Procter & Gamble Common Stock — Int/Div
American Express Common Stock — Int/Div
Country Bank (IRA) (CD) — Interest
Apple Common Stock — Int/Div
Charter Communications, Inc. Common Stock — Int/Div
Ameriprise Finl. Inc — Int/Div
Phizer Common Stock — Int/Div
ML Bank Account — Interest
Vanguard 500 Index Fund Adm — Int/Div
Fidelity 500 Index Fund — Int/Div
Fidelity Mid Cap Index Fund — Int/Div
Capital One Bank — Interest
MetLife Common Stock — Int/Div — Buy (add'l)
Tmme. Inc. Common Stock (X) — Int/Div
Saratoga Cnty NY Pub Impt Bonds (X) — Interest
Municipal Credit Union Accounts (X) — Interest
At line 9, Section VII, a universal life msurance policy is identified. The insurer does not offer the insured the option of selecting specific investments to associate
with the policy. Accordingly, none is disclosed through this report.
At line 19,Section VII, the ML Bank Account income type was reported previously as Int/Div; it should have been reported as interest solely, as is reflected in the
instant financial disclosure report,
At line 24, Section VII, the asset listed, MetLife common stock, was owned by me previously, but it did not meet the reporting threshold. I acquired additional
shares of the common stock and it now qualifies us a reportable asset.
At line 25, Section VII, the asset listed, Time, Inc. common stock, was owned by me previously: however it did not meet the reporting threshold. | acquired
additional shares of the common stock on August 5, 2015. When 1 did so, | did not realize immediately that this assest had become a reportable asset. Therefore, |
omitted it, inadvertently, from financial disclosure forms 1 filed previously.
At line 26, Section VII, the asset listed, Saratoga Cnty NY Pub Impt bonds, was acquired by me on June 7, 2016. 1 ommitted it, inadvertently, from the financial
disclosure form | filed for the period ending December 31, 2016, although it was an asset that met the reportable threshold for that reporting period.
At line 27, Section VIL, the asset listed, Municipal Credit Union accounts, grew and became reportable on the financial disclosure form 1 filed for the period ending
December 31, 2016, 1 omitted it, inadvertently, from that report,
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.