Daniel S. Opperman

2013Annual

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Pull out the substance of this filing.

What was filed

  • 480

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 6

    spouse income

Named parties

  • Midland Center for the Arts
  • College of Arts and Sciences, Lastern Michigan University
  • Institute Veteran's Day Consumer Conference
  • American Bankruptcy Institue - Nuts & Bolts
  • American Bankruptcy : Institute
  • Federal Bar Association
  • The Dow Chemical Company - Salary and Bonus; Severance Benefits
  • The Dow Chemical Company - Pension
  • Opperman Consulting LLC - Earnings
  • Orrick, Herrington & Satcliffle, LLP. - Consultant Fees
  • Isabella Bank Corporation - Director Fees
  • West Wing Writers - Consultant Fees

As filed

BP PLC — Int/Div

Bank Accounts "(H)"

First Merit Bank f/k/a Citizens Bank — Interest

Comerica Bank — Interest

Dow Chemical Credit Union — Interest

Members First Credit Union — Interest

Members First Credit Union — Interest

Members First Credit Union — Interest

E-Trade — Interest

Mermill Lynch — Interest

Raymond James — Interest

Certificates of Deposit "(H)"

Members First Credit Union — Interest

Dow Chemical Credit Union — Interest

Municipal Bonds "(H)"

CLARKSTON MI Cmnty Schls — Interest

FLORIDA STGO ULT — Interest

GEORGIA ST GO ULT — Interest

LOUISIANA ST GO ULT BONDS — Interest

MARYLAND ST GO ULT — Interest — Sold (part)

MICHIGAN Drinking Wir. Rev — Interest

Muniyield Michigan Insured — Interest

Muniyield Michigan Insured — Interest

MICHIGAN ST Trunk Line — Interest

MINNESOTA STGOULT — Interest

NEW JERSEY STGOLLT — Interest

NEW MEXICOSTGOLULT — Interest — Buy

OAKLAND ONTY MI — Interest

OHIOSTGOULT — Interest

OREGONSTGOULT — Interest

TEXASSTGOULT — Interest

Treasury Bills — Interest

WASHINGTONSTGO ULT — Interest

Real Estate "(H)"

Farmland, Millington, Michigan Acquired 04/13/89 for $70.000 — None

Life Insurance "(H)"

Farm Bureau Life Insurance — Interest

Stock and Certificates Held as Tenants By Entirety "(H)"

ATMOS Energy — Int/Div

Citizens Communications — Int/Div

Chevron Corporation — Int/Div

CMS Energy — Int/Div

The Dow Chemical Company — Int/Div

Great Plains Energy — Interest

Highwoods Property — Int/Div

News Corp — Int/Div

20th Century Fox — Int/Div — from line 46)

Northwestern Corp — Int/Div

XCEL Energy — Int/Div

Stocks and Certificates “(H)"

The Dow Chemical Company — Int/Div

Van Kampen Municipal Trust — Interest

Restricted Stock - The Dow Chemical Company — None

Restricted Stock - Isabella Bank Corporation — Int/Div

Stock Options "(H)"

The Dow Chemical Company — None

Limited Liability Company Units - SRO “(HY

Opperman Consulting LLC — Int/Div

Rowley Family Properties, LLC — None

Stocks and Bonds - Broker Accounts IRA SRO "(tH)"

Actavis PLC — None — Buy

Actavis PLC — Sold (part)

Actavis PLC — Buy (add'l)

Actavis PLC — Buy (add'l)

Actavis PLC — Sold (part)

Actavis PLC — Buy (add'l)

ALLERGAN INC, — Interest — Sold

Allergan Inc — Int/Div — Sold

Apple Computer Inc — Int/Div — Sold

Biogen Idec Inc — None — Buy

Biogen Idec Inc — Buy (add'l)

Biogen Idec Inc — Buy (add'l)

Biogen Idec Inc — Buy (add'l)

Biogen Idec Inc — Sold (part)

BOEING CAP CORP. BONDS — Interest — Sold

Celgene Corp. — None — Buy (add'l)

Celgene Corp. — Sold (part)

Celgene Corp. — Buy (add'l)

Celgene Corp. — Buy (add'l)

Celgene Corp. — Buy (add'l)

Celgene Corp. — Sold (part)

Cemer Comp. — None — Buy (add'l)

COCA-COLA CO. — Interest — Sold

Covance — None — Buy

Covance — Buy (add'l)

Covance — Buy (add'l)

DIRECTV Class A — None — Sold (part)

DIRECTV Class A — Buy (add'l)

DIRECTV Class A — Buy (add'l)

DIRECTV Class A — Sold (part)

Dollar Tree Inc — None — Buy (add'l)

Dollar Tree Inc — Buy (add'l)

Dollar Tree Inc — Buy (add'l)

Dow Chemical Co — Int/Div

EATON CORP. BONDS — Interest — Sold

Ebay Inc — None — Buy (add'l)

Ebay Inc — Sold (part)

Ebay Inc — Buy (add'l)

Ebay Inc — Sold (part)

Ebay Inc — Buy (add'l)

Euronet Worldwide — None — Buy

Euronet Worldwide — Buy (add'l)

Euronet Worldwide — Buy (add'l)

Euronet Worldwide — Sold (part)

FS Networks Inc — None — Buy (add'l)

FS Networks Inc — Sold

FEDEX CORP — Int/Div — Sold

Gilead Sciences Inc — None — Buy

Gilead Sciences Inc — Buy (add'l)

Gilead Sciences Inc — Buy (add'l)

Gilead Sciences Inc — Buy (add'l)

Gilead Sciences Inc — Buy (add'l)

GLAXOSMITHKLINE CAP INC. BONDS — Interest — Sold

Google Inc C1 A — None — Buy (add'l)

Henry Schein — None — Buy (add'l)

HEWLETT-PACKARD CO. BONDS — Interest — Sold

Numina Inc — None — Buy (add'l)

Numina Inc — Buy (add'l)

Intuitive Surgical Inc — None — Sold (part)

Intuitive Surgical Inc — Buy (add'l)

Intuitive Surgical Inc — Sold

iShares MCSI EAFE — Int/Div — Sold

iShares S&P 100 — Int/Div — Buy

iShares S&P 100 — Buy (add'l)

MCDONALD'S CORP. BONDS — Interest — Sold

MEDTRONIC INC. BONDS — Interest — Sold

MICHIGAN ST TAXABLE GO ULT BONDS — Interest — Sold

MICROS Systems, Inc — None — Sold

MWI Vetermary Supply — None — Sold (part)

MWI Vetermary Supply — Sold (part)

MWI Vetermary Supply — Sold (part)

Neogen Corp. — None

OCCIDENTAL PETROLELM — Interest — Sold

Oceaneering Int'l — Int/Div — Buy

Oceaneering Int'l — Buy (add'l)

Oceaneering Int'l — Buy (add'l)

O'Reilly Automotive Inc — None

Panera Bread — None — Sold (part)

Panera Bread — Sold

PEPSI BOTTLING GROUP LLC BONDS — Interest — Sold

PetSmart — Int/Div — Buy (add'l)

PetSmart — Buy (add'l)

PetSmart — Sold (part)

Portfolio Recovery Assoc — None — Sold (part)

Portfolio Recovery Assoc — Sold

PRAXAIR INC. BONDS — Interest — Sold

Qualcomm Inc — Int/Div — Buy (add'l)

Qualcomm Inc — Sold (part)

Qualcomm Inc — Buy (add'l)

Qualcomm Inc — Sold (part)

RBC Money Market — Interest

Signature Bank NY — None — Buy

Signature Bank NY — Buy (add'l)

Starbucks — Int/Div — Buy (add'l)

Stericycle Inc — None — Sold (part)

Stericycle Inc — Buy (add'l)

STRYKER CORP. BONDS — Interest — Sold

Treasury Bills — Interest — Sold

Vitamin Shoppe Inc — None — Buy (add'l)

Vitamin Shoppe Inc — Sold

WALGREEN CO. BONDS — Interest — Sold

Watson Pharm. Inc — None — Sold

Wright Express Corp. a/k/a WEX Inc — None — Sold (part)

Wright Express Corp. a/k/a WEX Inc — Buy (add'l)

Wright Express Corp. a/k/a WEX Inc — Buy (add'l)

YUM BRANDS INC — Int/Div — Sold

Stocks and Bonds - Broker Accounts IRA DSO “(HY

Actavis PLC — None — Buy

Actavis PLC — Sold (part)

ALLERGAN INC. - Bond — Interest

Allergan Inc. - Stock — Int/Div — Buy (add'l)

Allergan Inc. - Stock — Sold

Biogen Idec Inc — None — Buy

Biogen Idec Inc — Buy (add'l)

BOEING CAP CORP. BONDS — Interest

Celgene Corp. — None — Buy (add'l)

Celgene Corp. — Buy (add'l)

Cemer Corp. — None

Covance Inc — None — Buy

Covance Inc — Buy (add'l)

Covance Inc — Buy (add'l)

DIRECTV Class A — None — Buy

DIRECTV Class A — Buy (add'l)

DIRECTV Class A — Sold (part)

Dollar Tree Inc — None — Buy (add'l)

Dreyfus Money Market — Interest

Ebay Inc — None — Sold (part)

Euronet Worldwide Inc — None — Buy

Euronet Worldwide Inc — Buy (add'l)

FS Network — None — Buy (add'l)

FS Network — Sold

Gilead Sciences Inc — None — Buy

Gilead Sciences Inc — Buy (add'l)

Google Inc. C1 A — None

Henry Schein — None

Numina Inc — None — Buy (add'l)

INTEL CORP — Interest — Buy

iShares S&P 100 — Int/Div — Buy

MCDONALD'S CORP. BONDS — Interest

MICROS Systems, Inc — None — Sold

MWI Vetermary Supply — None — Sold (part)

Neogen Corp. — None — prt)

OCCIDENTAL PETROLELM — Interest

Oceaneering Int'l — Int/Div — Buy

Oceaneering Int'l — Buy (add'l)

O'Reilly Automotive Inc — None

Panera Bread Co. — None — Sold (part)

Panera Bread Co. — Sold

Petsmart — Int/Div — Sold (part)

PFIZER Bonds — Interest — Sold

Portfolio Recovery Assoc — None — Sold

PROCTOR & GAMBLE CO. BONDS — Interest

Qualcomm Ing — Int/Div — Sold (part)

SPDR Gold Trust — None — Sold

Starbucks Corp. — Int/Div — Sold (part)

Stericycle — None

Vitamin Shoppe Inc — None — Buy (add'l)

Vitamin Shoppe Inc — Sold

Watson Pharm. Inc — None — Sold

WEYERHAEUSER CO. — Int/Div — Buy

Wright Express Corp. a/k/a WEX Inc — None — Sold (part)

Wright Express Corp. a/k/a WEX Inc — Buy (add'l)

YUM! BRANDS INC — Int/Div

Broker Account - DSO and SRO “(H)"

Accenture LTD Cl A — Int/Div

Actavis Inc — None — Buy

Actavis Inc — Sold (part)

Actavis Inc — Buy (add'l)

Actavis Inc — Sold

Allergan — Int/Div — Buy

Allergan — Sold

AmBev Prf ADR — Int/Div — Sold (part)

AmBev Prf ADR — Sold

Amencan Tower Corp. — Int/Div — Buy

Apple Computer Inc — Int/Div — Buy (add'l)

Apple Computer Inc — Sold (part)

Apple Computer Inc — Buy (add'l)

Apple Computer Inc — Buy (add'l)

ARM Hidgs PLC — Int/Div — Buy (add'l)

ARM Hidgs PLC — Sold (part)

ARM Hidgs PLC — Buy (add'l)

ARM Hidgs PLC — Sold (part)

ARM Hidgs PLC — Buy (add'l)

ARM Hidgs PLC — Buy (add'l)

ARM Hidgs PLC — Sold (part)

Avago Technologies Lid — Int/Div — Buy

Avago Technologies Lid — Buy (add'l)

Baker Hughes Inc — Int/Div — Buy

Baker Hughes Inc — Sold

Banco Bradesco — Int/Div — Buy (add'l)

Banco Bradesco — Sold (part)

Banco Bradesco — Sold

Baxter Int] Inc — Int/Div

Becton Dickinson — Int/Div — Buy

Becton Dickinson — Buy (add'l)

BlackRock Inc — Int/Div — Sold

Boeing Co. — Int/Div — Buy

Boeing Co. — Sold (part)

Bristow Group — Int/Div — Buy

Canadian Nat'l Railway — Int/Div — Buy

Canadian Nat'l Railway — Buy (add'l)

Canadian Nat'l Railway — Buy (add'l)

Celegene Corp — None — Buy

Celegene Corp — Buy (add'l)

Celegene Corp — Sold (part)

Celegene Corp — Buy (add'l)

Celegene Corp — Sold

Cemer Comp. — None — Buy (add'l)

Check Point Software — None — Buy

Chevron Texaco Comp. — Int/Div

Chicago Bridge & Iron NY — Int/Div — Buy

Chicago Bridge & Iron NY — Buy (add'l)

Chicago Bridge & Iron NY — Buy (add'l)

Chicago Bridge & Iron NY — Sold (part)

CIA Sanegmento Basico ADR — None — Buy

CIA Sanegmento Basico ADR — Buy (add'l)

CIA Sanegmento Basico ADR — Buy (add'l)

CIA Sanegmento Basico ADR — Buy (add'l)

CIA Sanegmento Basico ADR — Sold

Cisco — Int/Div — Sold

Coca Cola — Int/Div — Sold

Comcast Corp — Int/Div — Buy (add'l)

Comcast Corp — Buy (add'l)

Companhia Brasiteira-SP PRF — Int/Div — Buy (add'l)

Companhia Brasiteira-SP PRF — Buy (add'l)

Companhia Brasiteira-SP PRF — Sold (part)

Core Labs — Int/Div — Buy

Core Labs — Buy (add'l)

Core Labs — Buy (add'l)

CVS Corp — Int/Div — Sold (part)

CVS Corp — Sold (part)

Diageo PLC ADR — Int/Div — Sold (part)

Diageo PLC ADR — Sold (part)

Diageo PLC ADR — Buy (add'l)

Eaton — Int/Div — Buy (add'l)

Ebay Inc — None — Buy (add'l)

Ebay Inc — Sold (part)

Enerplus Resources Fund — Int/Div

Enterprise Prod — Int/Div

Exxon Mobil Corp — Int/Div — Sold (part)

FS Networks Ine — None — Sold

Fomento Eco Mexicano — Int/Div — Sold (part)

Fomento Eco Mexicano — Sold (part)

Fresenius Med Care ADR — Int/Div — Sold

General Dynamics — Int/Div — Buy

Gilead Sciences Inc — None — Buy

Google — None

Health Care REIT — Int/Div — Buy

Health Care REIT — Buy (add'l)

Health Care REIT — Sold

Hershey Co — Int/Div

Home Depot Inc — Int/Div — Buy

Hormel Foods Corp. — Int/Div

Mumina Inc — Int/Div — Buy

Mumina Inc — Sold

Isabella Bank Corporation — Int/Div

iShares FTSE/AChma 25 — Int/Div — Sold (part)

iShares MCSI EAFE — Int/Div — Buy (add'l)

iShares MSC1 Emerging — Int/Div — Sold (part)

iShares MSC1 Emerging — Sold

iShares MSCI EU Financial — Int/Div — Buy

iShares MSCI EU Financial — Buy (add'l)

Japan Index — Int/Div — Buy (add'l)

Japan Index — Buy (add'l)

Johnson & Johnson — Int/Div

Kinder Morgan Energy Partners — Int/Div

Kraft Foods Inc — Int/Div — Buy (add'l)

Kraft Foods Inc — Sold

Lindsay Corp — Int/Div — Buy (add'l)

Lindsay Corp — Sold

Luxottica Group A — Int/Div — Sold (part)

Luxottica Group A — Sold (part)

McKesson Corp — Int/Div — Buy

McKesson Corp — Buy (add'l)

McKesson Corp — Buy (add'l)

McDonald's Comp — Int/Div

Microsoft Corp. — Int/Div — Sold (part)

Mindray Medical Int'l — Int/Div — Buy

Mindray Medical Int'l — Buy (add'l)

Mindray Medical Int'l — Sold (part)

R*3] — Sold (part)

R*3] — Sold

Mondelez Intemational — Int/Div

NICE Systems Ltd — Int/Div — Sold (part)

Nike Inc — Int/Div — Buy (add'l)

Nike Inc — Sold (part)

Novo-Nordisk ADR — Int/Div — Buy (add'l)

Novo-Nordisk ADR — Sold (part)

OCCIDENTAL PETROLELM — Int/Div — Buy

OCCIDENTAL PETROLELM — Sold

Omnicom Group Inc — Int/Div

Oneok Partners LP — Int/Div

Open Text Corp — Int/Div — Sold (part)

Oracle Corp. — Int/Div — Sold (part)

Perrigo Co — Int/Div — Buy (add'l)

Perrigo Co — Sold (part)

Praxair Inc — Int/Div — Sold (part)

Qualcomm Inc — Int/Div — Sold (part)

Rayonier Inc — Int/Div — Sold

Rentech Nitrogen Partners — Int/Div — Buy

Roche Holdings LTD — Int/Div — Buy

Roche Holdings LTD — Buy (add'l)

Ross Stores — Int/Div — Buy

S&P S00 Trust — Int/Div

SAP AG ADR a/k/a SAP Aktiengesellschaft — Int/Div — Buy

SAP AG ADR a/k/a SAP Aktiengesellschaft — Sold (part)

Schlumberger Ltd — Int/Div — Buy

Schlumberger Ltd — Buy (add'l)

Shire LTD-ADR — Int/Div — Sold (part)

Shire LTD-ADR — Buy (add'l)

Shire LTD-ADR — Buy (add'l)

Shire LTD-ADR — Buy (add'l)

Shire LTD-ADR — Sold (part)

Shire LTD-ADR — Sold (part)

SPDR Gold Trust — None — Sold

Starbucks Corp. — Int/Div — Buy (add'l)

Starbucks Corp. — Sold (part)

Starbucks Corp. — Sold (part)

Starbucks Corp. — Sold

T Rowe Price Group — Int/Div — Sold

Target Corp — Int/Div — Sold (part)

Target Corp — Sold

Teekay Offshore — Int/Div

Toromto-Dominmion Bank — Int/Div — Buy (add'l)

Total SA ADR — Int/Div

Total System Services, Inc — Int/Div — Buy (add'l)

Total System Services, Inc — Buy (add'l)

Towers Watson & Co. — Int/Div — Buy

Towers Watson & Co. — Buy (add'l)

Towers Watson & Co. — Sold (part)

Towers Watson & Co. — Buy (add'l)

Towers Watson & Co. — Sold

Tupperware Brands — Int/Div — Sold (part)

Tupperware Brands — Sold (part)

Tupperware Brands — Sold

Unilever NV — Int/Div — Sold (part)

Unilever NV — Sold (part)

UnitedHealth Group — Int/Div — Sold

Union Pacific Corp. — Int/Div — Buy

Union Pacific Corp. — Buy (add'l)

United Technologies — Int/Div — Buy

United Technologies — Buy (add'l)

Verizon — Int/Div — Sold (part)

Wal-Mart Stores Inc — Int/Div — Sold (part)

Watson Pharm. Inc — None — Sold

Retirement Funds “(H)"

ABBVIE Inc. — Int/Div — from line 408)

Abbott Labs — Int/Div

BP Prudhoe — Int/Div

Bristol Myers — Int/Div

Caterpillar Inc — Int/Div

Chesapeake Ltils Corporation — Int/Div

Cisco Systems — Int/Div

Citadel Broadcasting Corporation — None

Clearbridge Energy MLP — Int/Div

Cleco Corporation New — Int/Div

Cliffs Natural Resources — Int/Div

Conagra — Int/Div — Buy

Conoco Phillips — Int/Div — Sold

Consolidated Edison — Int/Div

Consolidated Water Company — Int/Div

Disney Walt Company Com Disney — Int/Div

Dommion Res Incorporated — Int/Div

Dreyfus Treas Prime Cash — Int/Div

Exxon Mobil « IRA — Int/Div

First Industrial Realty Trust — None — Sold

Fromtline — Int/Div — Sold

Getty Realty — Int/Div

Gov. Properties Income Trust — Int/Div

Healthcare Rity Tr Ret — Int/Div

Heritage Cash Trust — Interest

Integrys — Int/Div

International Paper Co — Int/Div

J.P. Morgan Certificate of Deposit — None

Kimberly Clark — Int/Div — Sold (part)

Kinder Morgan — Int/Div

Knightsbridge Tankers Limited — Int/Div

Linco LLC — Int/Div — Buy (add'l)

Merck & Co. — Int/Div — Buy

Nationwide Health Pptys; Merged with Ventas — Int/Div

Nisource Incorporated — Int/Div

Occidental Petroleum — Int/Div — Buy

Paychex, Inc — Int/Div

Permian Basin — Int/Div — Sold

Petroleum & Res Corporation — Int/Div

Phillips 66 — Int/Div

Plum Creek Timber Co — Int/Div

Raymond James Bank Deposit Program — Interest

Realty Income Corp. — Int/Div — Buy (add'l)

S&P S00 Trust — Int/Div

Ship Finance International — Int/Div

Southern Company — Int/Div

SPDR Gold Trust — None

Spectra Energy — Int/Div

Teco Energy Incorporated — Int/Div

Teekay Offshore — Int/Div

Tortoise Energy — Int/Div

T. Rowe Price - Latin America - IRA — Int/Div

Vanguard Group - Energy Fund — Int/Div

Waste Management — Int/Div

Wells Fargo Certificate of Deposit — None

Wisdom Tree — Int/Div — Buy

Dow Chemical Retirement Health Care ASSOC, — None

Dow Chemical Elective Deferral Plan — None

Freeland State Bank - Certificate of Deposit IRA — Int/Div

YUM. Inc — None

Auto Owners Insurance - Annuity — Interest

SEP-IRA - SRO "(H)"

BNY Deposit — Interest

Health Care Select — Int/Div — Buy (add'l)

iShares MSCI EAFE — Int/Div

iShares MSC1 Emerging Mkts — Int/Div — Sold (part)

iShares S&P S00 Growth Index — Int/Div — Buy (add'l)

iShares Russell 1000 — Int/Div — Buy (add'l)

iShares Russell 2000 — Int/Div — Buy (add'l)

Japan Index (ETF) — Int/Div — Buy (add'l)

Japan Index (ETF) — Buy (add'l)

Japan Index (ETF) — Buy (add'l)

SPDR Gold Trust — None — Sold (part)

WisdomTree India Earnings Fund — Int/Div — Sold

Board of Directors Member, Midland Center for the Arts

Board Member, College of Arts and Sciences, Lastern Michigan University

Reimbursement — Institute Veteran's Day Consumer Conference

Reimbursement — American Bankruptcy Institue - Nuts & Bolts — 05/113 — Detroit, MI — Seminar — Transportation

Reimbursement — American Bankruptcy : Institute — 06/13/13 06/15/13 — Traverse City, MI — Semmar — Transportation and Lodging

Reimbursement — Federal Bar Association — 0726/13 -07/27/13 — Fraverse City, MI — Semmar — Transportation and Lodging

Spouse's income — 2013 — The Dow Chemical Company - Salary and Bonus; Severance Benefits

Spouse's income — 2013 — The Dow Chemical Company - Pension

Spouse's income — 2013 — Opperman Consulting LLC - Earnings

Spouse's income — 2013 — Orrick, Herrington & Satcliffle, LLP. - Consultant Fees

Spouse's income — 2013 — Isabella Bank Corporation - Director Fees

Spouse's income — 2013 — West Wing Writers - Consultant Fees

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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