Mark R. Kravitz

2011Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 53

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Trust # 4 (trust )

As filed

Third Avenue Real Estate Value — Int/Div

Fidelity Contrafund — Int/Div

Fidelity AMT Tax-Free Money Market Fund — istnibution

Fidelity Cash Reserves — Distribution

Third Avenue Value — Distribution

Fidelity Cash Management Account — Int/Div

Guilford Savings Bank — Interest

Pacific Ethanol Inc — Int/Div — Sold

Fidelity Int'l Discovery Fund — Int/Div — Sold

Fidelity Spartan Mkt Index Investor Class — Distribution

Fidelity Institutional Money Mkt Fund (see note 5) — Distribution

Janus Triton Fund — Distribution — Buy

Spartan Market Index — Distribution — Buy

Fidelity Spartan 500 Index Advantage Class — Distribution

Awbury Partners (see note 1) — Distribution

P2 Capital Fund IV, L.P. {see note 2) — Distribution

Saugatuck Capital VI LLC (see note 3) — istrnibution

Saugatuck Capital V LLC (see note 3) — Distribution

IRA #2 (Roll-Over IRA created 7/1/03)

Fidelity Cash Reserves — Interest

Fidelity Diversified Int'l Fund — Int/Div

Spartan S00 Index Fid Advantgae — Int/Div

Fidelity Contrafund — Int/Div

Fidelity Puritan Fund — Int/Div

Fidelity Value Fund — Int/Div

Third Avenue Value Fund — Int/Div

Spartan Int'l Index Investors — Distribution

Fidelity Inflation Protected Bond fund — istmbution

Alpine Dynamic Dividend Fund — istmbution

General Electric — Int/Div — Buy

Genzyme Corp. — Int/Div — Sold

IRA#2

Janus Onion Fund — istnbution

Custodian Account #

Fidelity Cash Management Account — Interest

Needham Agreesive Growth fund — Distribution — Buy

Spartan 500 Index Investor Class — Int/Div

Nova Measuring Instruments — Distribution — Buy

Vanguard Sector Index Fund — Distribution — Buy

Third Avenue Value Fund — Distribution

Amencan Capital Strategies — Int/Div

Fidelity Contrafund Fund — Int/Div

shares Emerging Market — Distribution — Buy

Fidelity Cash Reserves — Distribution

Vanguard Intemational Equity Index Fund — istmbution — Buy

Vanguard Information Technology Vipers — Distribution — Buy

Awbury Partners (see notel) — Distribution

Trust#4

Awbury Partners (see note 1) — Distribution

Fidelity Cash Management Account — Interest

Third Avenue Value Fund — Distribution

Fidelity Cash Management Account — istnibution

Amencan CenturyUltra Fund — Distribution

Trustee, Trust # 4 (trust )

Agreement — Yale Law School -- S3.000

NOTE 1: Awbury Partners, L.P. is a large diversified investment partnership that is managed by one, overall fund manager and several investment advisors.

Awbury Partners is, in effect, a privately held mutual fund. Neither the reporting person, his his or any trust in which he is a trustee controls

or determines either (1) who the fund manager or investment advisors are or (2) what investments Awbury Partners purchases or sells or when it does so. Thus,

neither the reporting person, his

100 or rusts in which he is a trustee has any control regarding the investments of Awbury Partners. The value of

Awbury Partners’ investments is determined quarterly on the basis of the value of the partnerships underlying investments.

NOTE 2: P2 Capital Fund IV, L.P., is a pooled investment partnership, which is not controlled by either the reporting party or his I

NOTE 3: Saugatuck Capital V LLC and Saugatuck Capital VI LLC are private equity partmerships, which are not controlled by either the reporting party or his

[7 The Capital V partnership is currently wholly invested in Femco Holdings LLC, a privately held company located in Pennsylvania, and the Capital VI

mvested in Exocor, Inc., a Canadian corporation.

NOTE 4: Trusts ##1 and 2, which were shown on previous reports, were terminated effective as of 02/15/06 and all of the assets (which were cash) then held by

the trusts were distributed in their entirety to the beneficiaries of the trusts, so that as of December 31, 2006, neither of these trusts existed. The other trusts will

continue to be numbered from #3 to avoid confusion with prior reports. Trust #3 was terminated effective 06/21/08 and the assets within the trust were distributed

in kind to the beneficiary of the Trust. As a result, as of December 31, 2008, Trust # 3 held no assets and was terminated. Trust #3 will not appear in future

reports. Trust # 5 terminated m Spetember 2010 and will not be included in future reports, Only Trust # 4 will continue in future reports,

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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