Peter A. Oppeneer
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
9
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- US Bank
- Self-employed Attorney
As filed
Wells Fargo Edvest (s. 529 plan) Vanguard stock index — None
U.S Bank Checking Acct — Interest
Badger Meter Inc. Commion Stock — None
Disney Company common stock — Int/Div
Fidelity Small Cap Investment Fund — None
Ivy International Core Equity Y Fund (see note 1) — None
Janus Aspen Enterprise fund — None
JPM Value Advance Fund — None
Rental property at IERENEN Madison. W1 (see note 2) — Rent
Liability — US Bank — Mortgage on IE rental property
Spouse's income — 2017 — Self-employed Attorney
Note |. Harbor Intemational Fund mstitutional reported m 2016 report was replaced m spouses 401(k) plan by comparable Ivy International Core Equity Y fund
(Part VII, line 6),
Note 2. Filer and spouse purchased the rental property at
in Madison Wisconsin for $240,000 in 2016 and made $100,000 in capital
improvements in 2017 (part VIL, line 10) increasing the cost value of the asset to the next higher category.
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.