Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

8
FINANCIAL DISCLOSURE REPORT ~’~ ~ a~r~,~,ta~¢d ,~a ~ ~ o/ ~TS zt~i FOR CALENDAR YEAR 2009 (5 u.sa ~p?. ~ Io]-lll) I. POSITION S. rR~n~r i ,, ~ ,~ , ~ t o~, ~,. ~-1~ offlt/ng lnxtr~c~n~d ~ NONE (No reportable positions.) POSITION 1. C’O-TRUSTI~ 0’I0 FEE) LIVING TRUST CREATED UNDER AGREEMENT 8/31/84 Fleissig, Audrey G.

Transcript of Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

8/3/2019 Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

http://slidepdf.com/reader/full/audrey-g-fleissig-financial-disclosure-report-for-fleissig-audrey-g 1/8

FINANCIAL DISCLOSURE REPORT ~’~~ a~r~,~,ta~¢d ,~a ~ ~ o/ ~TFOR CALENDAR YEAR 200 9 ( 5 u . s a ~ p ? . ~ I o ] - l l l)

I . P O S I T I O N S . r R ~ n ~ r i ,, ~ ,~ , ~ t o~, ~,. ~ - 1 ~ off l t /ng l n x t r ~ c ~ n ~ d

~ N O N E ( N o reportable positions.)

POSITION H_ A.ME OF ORGANIZATION/ENTITY

1. C’O-TRUSTI~ 0’I0 FEE) L I V IN G T R U S T C R E A T E D U N D E R A G R E E M E N T 8 / 31 /8 4

8/3/2019 Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

http://slidepdf.com/reader/full/audrey-g-fleissig-financial-disclosure-report-for-fleissig-audrey-g 2/8

!

FINANCIAL DISCLOSURE REPORT

P~e 2 of 8 ~ms~, ~Y ~. o~ ~o~o

A . F i l e r S s N o n - I n v e s~ e n t I n c o m e

~ N0~ ~o repo~abl~ ~n-~v~t income.)

1.

2.

3.

~ NONE ~o repo~able ~on-~v~t inco~)

1.2~ ~SSO~ MAC~Y & ~G~O COMF~ (S~

4.

8/3/2019 Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

http://slidepdf.com/reader/full/audrey-g-fleissig-financial-disclosure-report-for-fleissig-audrey-g 3/8

F~C~Page 3 of 8 DISCLOSU~ ~PORT

~ NONE ~o repo~abl~ g~.)

I.

3.

4.

~ NO~ ~o repo~bl~ liabili6~O

1. ~ B~ MORTGAGE ON CO~C~ ~ ~A~ O

2. ST. ~S DE~P~T ~. MORTGAGE ON ~C~ ~ ~TATE L

5.

8/3/2019 Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

http://slidepdf.com/reader/full/audrey-g-fleissig-financial-disclosure-report-for-fleissig-audrey-g 4/8

-I. IRA #1 C InL/Dlv. L T

2. - BANK . OF AMERICA CORP

3, - B ERKSHIRE HATHAWAY

4. - ZOLTEK

5. - WELLS FARGO (forme rly kn own ~s AGFAwmis )

- COLOMB IA nmDSVALUE

7. IRA #2 B InL/Div M T

8. -IKA - B ANK OF AMERICA

9. -IRA - ZOLTEK

I 0 . -IRA - WELLS FARGO (form~’ly know ~ a*AG Ed w e rd 0

i I. -IRA - COLUMB IA FUNDS TR -GLO BA L V A LU E ~

1 2 . IRA ~3 C ImJD~v, L T

! 3 . - I R A - W E L L S FARGO (formerly Imow~

AG Edwa rds )

1 4 . ’-IRA - BANK OF AMERICA

1 5 . -IRA- BERKSHIRE tiATHAWAY

16. -IRA - ZOLTEK

1 7 . -IRA - C O L U M B 1 A F U N D S T R -GLOBAL VALUE

8/3/2019 Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

http://slidepdf.com/reader/full/audrey-g-fleissig-financial-disclosure-report-for-fleissig-audrey-g 5/8

MOST - M ISSouRrs 529 COLLEGE B I n t . t D i v . L TSAVINGS PLAN (X)

BENEFICIARY OF TRUST OF Is D I n t . tI M v . M W

- "I’D MONEY MARK ET POKTI:OLIOINVE.qTOR CLASS

-AMERICA~ FUNDS CAPITAL WORLD Soki : 0 4 1 1 4 / 0 9 .I A

B OND FUI’ID-SB t CLASS A (pro)

8/3/2019 Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

http://slidepdf.com/reader/full/audrey-g-fleissig-financial-disclosure-report-for-fleissig-audrey-g 6/8

FINANCIAL DISCLOSURE REPORT

P a g ~ 6 o f 8

~ ~0~ ~o report~le ~co~, ~sea, or ~iom,)

& B . C , D.

O )

( Q - w ) [ ~)

3 5, - ~D~ BO~ ~ OF

~ SBI ~ A

3 6. ’-~~S~W

P~P~ ~ ~C ~ A

3 9. - ~ORFD~

4 0 . -M SIF FDS INC US REAL ESTATE FDCL A

- R O W E T P R I C E E Q U I T Y I N C O M E F S EBEN IBT

4 2 . - ROYCE FD PREMIER INVESTMENT

4 3 . - I~HAR.F~ RUSSELL 1000 INDF.~ FLrI~

8/3/2019 Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

http://slidepdf.com/reader/full/audrey-g-fleissig-financial-disclosure-report-for-fleissig-audrey-g 7/8

|

Pag ~FINANCIAL7 of 8 DISCLOSURE REPORT FLE~SS~a, ~U~R~Y ~ o~/t v2o~o

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.

8/3/2019 Audrey G Fleissig Financial Disclosure Report for Fleissig, Audrey G

http://slidepdf.com/reader/full/audrey-g-fleissig-financial-disclosure-report-for-fleissig-audrey-g 8/8

F I N A N C I A L P a g ~ 8 o f 8 D I S C L O S U R E R E P O R T

IX. CERTIFICATIO N.

I cert ify tha t a l l Informat ion given abov~ (inc luding informat ion perta ining to my spouse an d minor or dependen t chi ldren, f inny) isacc~urate, t r~e, and complete to the bes~ of my kn owledg e and b~i~ and that any informat ion not reported wa x wl thbdd because i t met appl icable ~ta t~toryprev4sJnns permit t ing non-dlsdo~xre.

I further cert i fy tha t e~rned Incom e from out~ide employm ~tt a~d honoraria and ~he s~ceptance ot g i f ts w hich have be en r~port~l a r~ incompi |ance ’wi th the pr~visk~ns of $ U.,.~C. app. § 501 eL seq., S U.S.C, § 7353, and J udicial Conference reg ulations.

NOT~: ANY iNDIVIDUAL WH O KNOW INGLY AND WILFULLY FALSIFlY_,S OR FAILS TO F~LE THIS ILEFORT MAY BE SUB JECT TO CIVILAND CRIMINAL SANCTIONS (5 U.S.C, app. §