Mark R. Kravitz
2009
Ask Donna
Pull out the substance of this filing.
What was filed
15
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
1
income
0
spouse income
Named parties
- American Bar Association
- American Bar Association, Litigation Section
- National Employment Lawyers Association
- University of Melbourne Graduate Schooi of Law, Melbourne, Australia (sec NOTE 6)
As filed
Fidelity Contrafund — Int/Div
Fidelity AMT Tax-Free Money Market Fund — Distribution — Sold (part)
Fidehty Cash Management Account — Int/Div
Conn. Bond Due 06/15/10 — Interest
Fidelity Institutional Money Mkt Fund (see note 5) — Distribution — Buy
Awbury Partners (see note 1) — Distribution
Fidelity Puritan Fund — Int/Div
Fidelity Value Fund — Int/Div
Goldman Sachs — Int/Div — Sold (part)
Genzyme Corp — Int/Div
Janus Orion Fund — Distribution
Fidelity Contrafund Fund — Int/Div
Fidelity Cash Reserves — Distribution
American CenturyUlira Fund — Distribution
Trust #5
Reimbursement — American Bar Association — May 2009 — Chicago, IL — Lecture: E-Discovery Conference — lodging, meals
Reimbursement — American Bar Association, Litigation Section — June 2009 — Hot Springs. VA — Lecture: Annual Mecting — Transportation, lodging, meals
Reimbursement — National Employment Lawyers Association — June 2009 — Rancho Mirage, CA — Lecture: Annual Meeting — ansportation, lodging, meals
Income — 11/1),09 — University of Melbourne Graduate Schooi of Law, Melbourne, Australia (sec NOTE 6) — $8,239.50
NOTE |
Awbury Partners, L.P. is a large diversified investment partnership that is managed by on, overall fund manager and several investment advisors
Awbury Partners is, in effect, a privately held mutual fund. Neither the reporting perso:
r 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,
ncither the reporting perso
IE
or trusts in which he is a trustee has any control regarding the investments of Awbury Partners. The value of
Awbury Partners’ investmei
termi d 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
=
wi
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NOTE 3: Saugatuck Capital V LLC and Saugatuck Capital VI LLC are private equity partnerships, which are not controlled by either the reporting party or
The Capital Vpartnership is currently wholly invested in Femco Holdings LLC, a privately held company located in Pennsylvania, and the Capital V1 is
vested 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 asscts (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 nwas terminated. Trust #3 will not appear in future
reports. Trust # § will terminate in 2010.
NOTE 5: The CT Municipal Money Market was transferred electronically to Fidelity Institutional Money Market Fund in on February 11, 2009.
NOTE 6: Payment for teaching at University of Melboume was split between 2009 and 2010. The second payment of $7952.60 was made on February 17, 2010
and will be shown on next year's report. The payments differed in amount because of currency fluctuations, as the teaching stipend was based on Australian
dollars. The payment was intended to cover the reporting person's travel expenses, lodging and food
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.