Peter A. Oppeneer

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 10

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • and Bethany Leone
  • Alton
  • US Bank (sce note 2)
  • 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

Harbor Intl Fund Institutional — None

Janus Aspen Enterprise fund (See note 1) — None

JPM Value Advance Fund — None

Rental property al IE Madison, W1 (see note 2) — Rent — Sold — and Bethany Leone

Rental property at Emm I (see note 3) — None — Buy — Alton

Liability — US Bank (sce note 2) — Mortgage on pn rental property

Spouse's income — 2016 — Self-employed Attorney

Note 1. Baird midcap fund at part VII, line 7, was replaced in spouses 401(k) plan by comparable Janus Aspen Enterprise fund.

Note 2. Mortgage loan in part VI, line 2, was paid off in connection with the property sale at part VII, line 9. Property was sold for $164,000

Note 3. Filer Jl purchased rental realty at J in Madison Wisconsin for $240,000 (part VII, line 10) and took a related mortgage

for teh purchase (Part VI, line 1.)

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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