Peter A. Oppeneer
2016Annual
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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.