Beth E. Hanan
2015Annual
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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.