Andrew Jay Kleinfeld
2017Annual
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What was filed
47
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
3
income
1
spouse income
Named parties
- Trust #1
- State of Aluska, Permanent Fund Dividend
- Metropolitan Life Insurance Co. (hifetime annuity)
- Prudential Life Insurance Co. (lifetime annuity)
- Stare of Alaska - Retirement
As filed
Morgan Stanley - Money Mkt Account — Int/Div
Radio Shack Common Stock — Int/Div
Deutsche CROC Intemational Fund - A — Int/Div
Keogh Plan - Administered by ABA Stable Asset Return Fund — Int/Div
Keogh Plan - Administered by ABA Balanced Fund — Int/Div
Black Rock Total Return Fund — Int/Div
IRA Rollover Plan w/ Vanguard Tot Intl Stock Ix Admiral — Int/Div
IRA Rollover Plan w /Vanguard Total Stock Mkt Idx Adm — Int/Div
403(b) Plan w /Vanguard Total Int'l Stock Ix Inv — Int/Div
403(b) Plan w /Vanguard Total Stock Mkt Idx Inv — Int/Div
Centuryvimk Common Stock, was Qwest — Int/Div
Am Elect Power Common Stock — Int/Div
Northrop Grumman, Common Stock — Int/Div
Denali State Bank Accounts — Interest
US. Savings Bonds (Trust £1) — Interest — Redeemed
MetLife Policyholder Trust (MetLife Stock) — Int/Div
Northern Income Equity Fund NOIEX (Trust #1) — Int/Div
TIAA-CREF Retirement Annuity TIAA Traditional — Int/Div
TIAA-CREF Retirement Annuity Cref Sock RrR2 — Int/Div
Northern Money Mrt Account (Trust £1) — Interest
Transamerica Whole Life Policy — Interest
Transamerica Whole Life Policy — Interest
Wells-Evergreen Money Market — Interest
Fidelity Investments Deferred Comp Fid Balanced K — Interest
Fairpoint Commurmcation, Inc Stock (y)
Signator Financial Services (Formerly Symetra Inv Serv) Cash Acct (v)
Amencan Funds Euro Growth Fund AEGFX — Int/Div
First Eagle Sogen Fds SGIIX — Int/Div
Growth Fnd America GFFFX — Int/Div
Legg Mason Pirs Equity Tr SAGYX — Int/Div
Loomis Sayles Invt Fds Bond Fd LBSRX — Int/Div
PIMCO FDS Pac Invt Mgmt Ser Total Return Fd Inst] C1 PTTRX — Int/Div
Davis NY Venture Fd Inc C1 Y DNVYX — Int/Div
Vanguard mdex tr mid cap index fd admiral sh VIMAX — Int/Div
MFO Vanguard Fixed Inc Secs VIPSX (Trust #1) — Int/Div
MFC Ishares Tr MSC Emerg Mks EEM (Trust #1) — Int/Div
MFB N Funds Stk Index Fd NOSIX (Trust #1 — Int/Div
Frontier Communications Common Stock — Int/Div
Huntington Ingalls Industries Stock — Int/Div
MFC Shares Tr Barclays Fd CSJ (Trust £1) — Int/Div
MCF Shares TR MSCI EAFE ETF EFA (Trust #1) — Int/Div
MCF Flexshr TR Momingstr Gbl Upstm Na Res Indx Fd GUNR (Trust #1) — Int/Div
MFB Northern FDS Global Real Estate Index Fd NGREX (Trust #1) — Int/Div
MFB Northern Mid Cap Index Fd NOMIX (Trust #1) — Int/Div
MFB Northern Fds Small Cap Index Fd NSIDX (Trust #1) — Int/Div
MFC Flexshr Tr IBOX 3yr Target Duration Tips Index FA TDTT (Trust #1) — Int/Div
MCF Flexshr Tr Stoxx GLB Broad Infrastructure Index FD (NFRA) — Int/Div
Co-Trustee, Trust #1
Income — 27 — State of Aluska, Permanent Fund Dividend — S1.100.00
Income — 2007 — Metropolitan Life Insurance Co. (hifetime annuity) — S21.936.00
Income — 2007 — Prudential Life Insurance Co. (lifetime annuity) — $20,652.00
Spouse's income — 2007 — Stare of Alaska - Retirement
Various stocks (including, but not limited to, Centurylink, American Electric, and Northrup Grumman, accrue additional shares through dividend reinvestment
programs.
Judge Kleinfeld (Person Reporting) is 4 Co-Trustee of a trust (Trust #1). Northern Trust Bank of Florida is the Co-Trustee. Judge Kleinfeld receives income
und has the power to invade principal subject to a stundard. The trust was established pursuant to Judge Kleinfeld's parents’ estate plan, with his children as the
beneficiaries. The descriptions of the assets controlled by the trust are listed in Part VI of the disclosure report, and are followed by a (Trust #1) designation.
Part VII, Tine 25, Fairpoint Communication Stock is worthless, as the company assets were purchased in 2016 by Consolidated Communication,
Part VII line 26, Signutor Financial Services Cash Account has been closed, but the exact date 1s unknown. The account was used for holding moneys from
investments and has not had any money in it for approximately two years.
Part VII, line 29, Growth Fund America GFFFX was incorrectly named GFAFX in last year's 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.