Kevin Nathaniel Fox

2017Annual

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Pull out the substance of this filing.

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.

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