Beth E. Hanan

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 3

    positions

  • 2

    gifts

  • 1

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • redemption
  • Morgan Stanley
  • Abandon
  • Catholic Chanties of the Archdiocese of Milwaukee, Inc
  • Gass Weber Mullins LLC
  • POA
  • Eastern Dist. of Wis. Bar Ass'n
  • State Bar of Wis. bankrupicy section
  • Bank of America
  • FIC
  • Business net come from Gass Weber Mulling LLC membership interest
  • US Judges Admm office - salary
  • Patina Solutions Group Inc. salary

As filed

Morgan Stanley Liquid Asset Fund — Interest

Frunklin Mutual Global Discovery — Int/Div

Frunklin Mutual Global Discovery — Buy (add'l)

Frunklin Mutual Global Discovery — Sold (part)

Frunklin Mutual Global Discovery — Sold (part)

MFS Global Alternative Strategy aka MFS Diverse Target Return — Int/Div — Sold (part)

MFS Global Alternative Strategy aka MFS Diverse Target Return — Sold (part)

MFS Global Alternative Strategy aka MFS Diverse Target Return — Buy (add'l)

MFS Global Alternative Strategy aka MFS Diverse Target Return — Buy (add'l)

Oppenheimer Developing Markets — Int/Div — Sold (part)

Oppenheimer Developing Markets — Buy (add'l)

Oppenheimer Developing Markets — Buy (add'l)

Oppenheimer Equity Income — Int/Div — Sold (part)

Oppenheimer Equity Income — Buy (add'l)

Oppenheimer Equity Income — Buy (add'l)

PIMCO Commodity Real Return Strategy — Int/Div — Sold (part)

PIMCO Commodity Real Return Strategy — Buy (add'l)

PIMCO Commodity Real Return Strategy — Buy (add'l)

Touchstone Sands Capital Select Growth — Int/Div — Sold (part)

Touchstone Sands Capital Select Growth — Sold (part)

Touchstone Sands Capital Select Growth — Buy (add'l)

Voya Global Real Estate aka ING Global Real Estate — Int/Div — Sold (part)

Voya Global Real Estate aka ING Global Real Estate — Sold (part)

Voya Global Real Estate aka ING Global Real Estate — Buy (add'l)

Voya MidCap Opportunities aka ING MidCap Opportunities — Int/Div — Sold (part)

Voya MidCap Opportunities aka ING MidCap Opportunities — Sold (part)

Voya MidCap Opportunities aka ING MidCap Opportunities — Buy (add'l)

Jackson Vanable annuity- Jackson National S&P Managed Aggr. Growth — None

Gass Weber Mullins LLC 2.5% membership interest (GWM) — Redeemed — redemption

John Hancock USA, US Group Parent Manulife Financial - GWM 401k plan — Int/Div — Distnbuted — Morgan Stanley

Patina Solutions Inc. common stock — Int/Div

Patina Solutions Inc. common stock — Int/Div

Patina Solutions Inc — Int/Div

Howick Associates - abandon worthless securities — None — Abandon

Howick Associates - 1/3 interest in Principal Financial Grp — Int/Div

Member, board of trustees (Jan. 2012-Apnl, 2015), Catholic Chanties of the Archdiocese of Milwaukee, Inc

Member (2006-May, 2015), Gass Weber Mullins LLC

Financial power of attorney, POA

Gift — Eastern Dist. of Wis. Bar Ass'n — co-sponsorhsip of Investiture Reception, Oct, 9 2015 — $500.00

Gift — State Bar of Wis. bankrupicy section — co-sponsorship of Investiture Reception, Oct. 9 2015 — $500.00

Agreement — 1999:2004 — Reinhart Boerner Van Deuren s.c. Retireiment Income Plan, with former law firm, no control (defined benefit pension plan)

Liability — Bank of America — credit card

Reimbursement — FIC — 84-7715 — Washington DC — FIC education seminar for bankruptcy judges — $1352

Income — 2015 — Business net come from Gass Weber Mulling LLC membership interest — $57,381.00

Income — 2015 — US Judges Admm office - salary

Spouse's income — 2015 — Patina Solutions Group Inc. salary

11. I have a small interest in a Jaw firm retirement plan where | worked as an associate until 2004. It was not available for withdrawal in 2015

111. My spouse took 4 partial distribution/withdrawal from his 401k. Not sure if this needs to be reported, as it isn't really income.

IV. I reported the Federal Judicial Center reimbursements, even though one read of the instructions might be that I need not have done that.

VIL. When | left the law firm, | rolled over my 401k (John Hancock) into the mutual funds held by Morgan Stanley, im which we already had some interest. See

lines 2-43.

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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Beth E. Hanan | Frix