Catherine J. Furay
2016Annual
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What was filed
544
investments
3
positions
0
gifts
1
agreements
3
debts
5
reimbursements
0
income
0
spouse income
Named parties
- Villages of Bishops Bay Architectural Review Committee
- Umiversity of Wisconsin-Eau Claire Foundation Inc
- Finance Committee and Board of Governors of the National Conference of Bankruptcy Judges
- American Express
- Amcrican Express
- Visa
- State Bar of Wisconsin
- Nanonal Conference of Bankruptcy Judges
- Institute of Continumg Legal Education in Georgia
- American Bankruptcy Institute
As filed
Bank Account The Park Bank — Int/Div
Bunk Account Middleton Community Bank — Int/Div
The Peoples Community Bancshares — Int/Div
Muzvah LLC — None
Bank Account Towne Bank — Int/Div
INVESTMENT ACCOUNT #1 (UBS): (H)
Cash (UBS) — Int/Div
Henderson European Focus Fund Class (HFEIX) — None — Buy (add'l)
Henderson European Focus Fund Class (HFEIX) — Sold
Oakmark Int'l Fund Class (OAKIX) — None — Buy (add'l)
Oakmark Int'l Fund Class (OAKIX) — Sold
First Eagle Global Fund Class 1 (SGHX) — None — Sold
Wells Fargo Strategic Municipal Bond Fund (STRIX) — Int/Div — Sold (part)
Wells Fargo Strategic Municipal Bond Fund (STRIX) — Sold
BlackRock Global Long/Short Credit Fund (BGCIX) — None — Sold (part)
BlackRock Global Long/Short Credit Fund (BGCIX) — Sold
Financial Sector SPDR Trust ETF (XLF) — Int/Div — Sold (part)
Financial Sector SPDR Trust ETF (XLF) — Sold
Guggenheim S&P 500 Equal Weight ETF (RSP) — Int/Div — Buy (add'l)
Guggenheim S&P 500 Equal Weight ETF (RSP) — Sold
WisdomTree Trust Japan Hedged Equity FD (DX) — None — Buy (add'l)
WisdomTree Trust Japan Hedged Equity FD (DX) — Sold
WisdomTree Trust Europe Hedge Equity ETF (HED) — Int/Div — Buy (add'l)
WisdomTree Trust Europe Hedge Equity ETF (HED) — Sold
John Hancock Global Absolute Return UJHAIX) — None — Sold (part)
John Hancock Global Absolute Return UJHAIX) — Sold
American Century High Yield Muni (ABHYX) — Int/Div — Buy (add'l)
American Century High Yield Muni (ABHYX) — Sold
PIMCO Enhanced Short Maturity (MINT) — Int/Div — Sold
ALPS Alerian MLP Index (AMLP) — Int/Div — Sold
SPDR Energy Sector ETF (XLE) — None — Sold
Vanguard Emerging Markets ETF (VWO) — None — Sold
Vaneck Vectors Oil Services ETF (OIH) — None — Buy
Vaneck Vectors Oil Services ETF (OIH) — Sold
Alger Spectra Fund Class Z (ASPZX) — None — Buy
Alger Spectra Fund Class Z (ASPZX) — Sold
Brandes Emerging Markets Value Fund Class {BEMIX) — Int/Div — Buy
Brandes Emerging Markets Value Fund Class {BEMIX) — Sold
Goldman Sachs MLP Energy Infras Fund Class Inst] (GMLPX) — Int/Div — Buy
Goldman Sachs MLP Energy Infras Fund Class Inst] (GMLPX) — Sold
Virtus Emerging Markets Opportunities Fund Class 1 (HIEMX) — None — Buy
Virtus Emerging Markets Opportunities Fund Class 1 (HIEMX) — Sold
Wells Fargo Municipal Bond Fund Class Inst (WMBIX) — Int/Div — Buy
Wells Fargo Municipal Bond Fund Class Inst (WMBIX) — Sold
ABBLTD (ABB) — Int/Div — Buy
ABBLTD (ABB) — Sold (part)
Amenca Movil (AMX) — Int/Div — Buy
Amenca Movil (AMX) — Sold (part)
American Tower Corp REIT (AMT) — Int/Div — Buy
American Tower Corp REIT (AMT) — Sold
Amgen Inc. (AMGN) — Int/Div — Buy
Amgen Inc. (AMGN) — Sold (part)
Apple Inc. (AAPL) — Int/Div — Buy
Apple Inc. (AAPL) — Sold (part)
Banco Santander (SAN) — Int/Div — Buy
Banco Santander (SAN) — Sold (part)
Capital One Financial Corp (COF) — Int/Div — Buy
Capital One Financial Corp (COF) — Sold (part)
Camival Corp New-Paired Stock (CCL) — Int/Div — Buy
Camival Corp New-Paired Stock (CCL) — Sold (part)
Cisco Systems Inc. (CSCO) — Int/Div — Buy
Cisco Systems Inc. (CSCO) — Sold (part)
Citigroup Inc. (C) — Int/Div — Buy
Citigroup Inc. (C) — Buy (add'l)
Citigroup Inc. (C) — Sold (part)
Coca Cola Co. (KO) — Int/Div — Buy
Coca Cola Co. (KO) — Sold (part)
Credit Suisse Group (CS) — None — Buy
Credit Suisse Group (CS) — Sold (part)
Diageo PLC New (DEO) — Int/Div — Buy
Diageo PLC New (DEO) — Sold (part)
Duke Energy Corp (DUK) — Int/Div — Buy
Duke Energy Corp (DUK) — Sold (part)
Eaton Corp PLC (ETN) — Int/Div — Buy
Eaton Corp PLC (ETN) — Sold (part)
Exxon Mobil Corp (XOM) — Int/Div — Buy
Exxon Mobil Corp (XOM) — Sold (part)
Ford Motor Co. (F) — Int/Div — Buy
Ford Motor Co. (F) — Sold (part)
General Electric Co. (GE) — Int/Div — Buy
General Electric Co. (GE) — Sold (part)
Halliburton Co. (HAL) — Int/Div — Buy
Halliburton Co. (HAL) — Sold (part)
HSBC Holdings (HSBC) — Int/Div — Buy
HSBC Holdings (HSBC) — Sold (part)
Kingfisher PLC New Spon ADR (KGFHY) — Int/Div — Buy
Kingfisher PLC New Spon ADR (KGFHY) — Sold (part)
McDonald's Corp. (MCD) — Int/Div — Buy
Merck & Co Inc. (MRK) — Int/Div — Buy
Merck & Co Inc. (MRK) — Sold (part)
Microsoft Corp. (MSFT) — Int/Div — Buy
Microsoft Corp. (MSFT) — Sold (part)
Mondelez Intemational Inc. (MDLZ) — Int/Div — Buy
Mondelez Intemational Inc. (MDLZ) — Sold (part)
Nestle INSRGY) — None — Buy
Nestle INSRGY) — Sold (part)
Onacle Corp. (ORCL) — Int/Div — Buy
Onacle Corp. (ORCL) — Sold (part)
Qualcomm Inc. (QCOM) — Int/Div — Buy
Qualcomm Inc. (QCOM) — Sold (part)
Sanofi Spon ADR (SNY) — None — Buy
Sanofi Spon ADR (SNY) — Sold (part)
Schlumberger Ltd. Netherlands Antilles (SLB) — Int/Div — Buy
Schlumberger Ltd. Netherlands Antilles (SLB) — Sold (part)
Spectra Energy Corp (SE) — Int/Div — Buy
Spectra Energy Corp (SE) — Sold (part)
Swatch Group AG (SWGAY) — None — Buy
Swatch Group AG (SWGAY) — Sold (part)
Unilever NV (UN) — Int/Div — Buy
Unilever NV (UN) — Sold (part)
Walt Disney Co. (DIS) — Int/Div — Buy
Walt Disney Co. (DIS) — Sold (part)
Western Union (WU) — Int/Div — Buy
Western Union (WU) — Sold (part)
Westpac Banking Ltd. (WBK) — None — Buy
Westpac Banking Ltd. (WBK) — Sold (part)
Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Int/Div — Buy
Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Sold (part)
Wisdomtree Emerging Markets ETF (DGS) — Int/Div — Buy
Wisdomtree Emerging Markets ETF (DGS) — Sold (part)
Ishares National Municipal Bond ETF (MUR) — Int/Div — Buy
Ishares National Municipal Bond ETF (MUR) — Sold (part)
SPDR Nuveen Barclays Municipal ETF {TF — Int/Div — Buy
SPDR Nuveen Barclays Municipal ETF {TF — Sold (part)
Vaneck Vectors ETF High Yield Municipal (HYD) — Int/Div — Buy
Vaneck Vectors ETF High Yield Municipal (HYD) — Sold (part)
TEVA Pharmaceuticals (TEVA) — Int/Div — Buy
TEVA Pharmaceuticals (TEVA) — Sold (part)
VISA Inc. (V) — Int/Div — Buy
VISA Inc. (V) — Sold (part)
IRA 21 (UBS): (H)
Cash (UBS) — Int/Div
Henderson European Focus Fund Class (HFEIX) — None — Sold (part)
Henderson European Focus Fund Class (HFEIX) — Sold
Brandes Emergimg Markets Fund Class (BEMIX) — Int/Div — Sold (part)
Brandes Emergimg Markets Fund Class (BEMIX) — Sold
Oakmark Int'l Fund Class 1 (OAKIX) — None — Buy (add'l)
Oakmark Int'l Fund Class 1 (OAKIX) — Sold
Franklin Templeton Global Bond Fund Advisor Class (TGBAX) — Int/Div — Sold (part)
Franklin Templeton Global Bond Fund Advisor Class (TGBAX) — Sold
RiverNorth/Doubleline Strategic Income Fund (RNSIX) — Int/Div — Buy (add'l)
RiverNorth/Doubleline Strategic Income Fund (RNSIX) — Sold
Virtus Multi-Sector Short-Term Bond Fund Class A (PIMSX) — Int/Div — Buy (add'l)
Virtus Multi-Sector Short-Term Bond Fund Class A (PIMSX) — Sold
First Eagle Global Fund Class 1 (SGIIX) — None — Sold
BlackRock Global Long/Short Credit Fund (BGCIX) — None — Sold (part)
BlackRock Global Long/Short Credit Fund (BGCIX) — Sold
Wells Fargo Advantage Absolute Return Fund (WABIX) — None — Sold
Financial Sector SPDR Trust ETF (XLF) — Int/Div — Sold (part)
Financial Sector SPDR Trust ETF (XLF) — Sold
Guggenheim S&P 500 Equal Weight ETF (RSM — Int/Div — Buy (add'l)
Guggenheim S&P 500 Equal Weight ETF (RSM — Sold
Wisdom Tree Trust Japan Hedged Equity FD (DXJ) — None — Buy (add'l)
Wisdom Tree Trust Japan Hedged Equity FD (DXJ) — Sold
RS Floating Rate Class A (RSFYX) — Int/Div — Sold
Goldman Sachs MLP Energy Infrastructure (GMLPX) — Int/Div — Buy (add'l)
Goldman Sachs MLP Energy Infrastructure (GMLPX) — Sold
Vanek Vectors Oil Services ETF (OIH)* — None — Buy (add'l)
Vanek Vectors Oil Services ETF (OIH)* — Sold
Wisdom Tree Trust Europe Hedge Equity ETF (HED) — Int/Div — Buy (add'l)
Wisdom Tree Trust Europe Hedge Equity ETF (HED) — Sold
John Hancock Global Absolute Return UJHAIX) — None — Sold (part)
John Hancock Global Absolute Return UJHAIX) — Sold
Alger Spectra Fund Class Z (ASPZX) — None — Buy
Alger Spectra Fund Class Z (ASPZX) — Sold
Virtus Emerging Markets Opportunities Fund Class 1 (HIEMX) — None — Buy
Virtus Emerging Markets Opportunities Fund Class 1 (HIEMX) — Sold
Angel Oak Multi-Strat Income Fund Class Inst] (ANGIX) — Int/Div — Buy
Angel Oak Multi-Strat Income Fund Class Inst] (ANGIX) — Sold
Loomis Sayles Sr Floating Rate & Fixed Rate Inc Fund Class Y (LSFYX — Int/Div — Buy
Loomis Sayles Sr Floating Rate & Fixed Rate Inc Fund Class Y (LSFYX — Sold
Vanguard Total Bond Market Index (BND) — Int/Div — Buy
Vanguard Total Bond Market Index (BND) — Sold (part)
Vanguard Total Bond Market Index (BND) — Buy (add'l)
Vanguard Total Bond Market Index (BND) — Buy (add'l)
Abb Ltd Spon Adr (ABB) — Int/Div — Buy
Abb Ltd Spon Adr (ABB) — Buy (add'l)
Abb Ltd Spon Adr (ABB) — Buy (add'l)
America Movil (AMX) — Int/Div — Buy
America Movil (AMX) — Buy (add'l)
America Movil (AMX) — Buy (add'l)
American Tower Corp REIT (AMT) — Int/Div — Buy
American Tower Corp REIT (AMT) — Sold (part)
American Tower Corp REIT (AMT) — Sold
Amgen Inc. (AMGN) — Int/Div — Buy
Amgen Inc. (AMGN) — Buy (add'l)
Amgen Inc. (AMGN) — Buy (add'l)
Apple Inc. (AAPL) — Int/Div — Buy
Apple Inc. (AAPL) — Buy (add'l)
Apple Inc. (AAPL) — Buy (add'l)
Banco Santander (SAN) — Int/Div — Buy
Banco Santander (SAN) — Buy (add'l)
Banco Santander (SAN) — Buy (add'l)
Capital One Financial Corp (COF) — Int/Div — Buy
Capital One Financial Corp (COF) — Buy (add'l)
Capital One Financial Corp (COF) — Buy (add'l)
Camival Corp New-Puaired Stock (CCL) — Int/Div — Buy
Camival Corp New-Puaired Stock (CCL) — Buy (add'l)
Camival Corp New-Puaired Stock (CCL) — Buy (add'l)
Cisco Systems Inc. (CSCO) — Int/Div — Buy
Cisco Systems Inc. (CSCO) — Buy (add'l)
Cisco Systems Inc. (CSCO) — Buy (add'l)
Citigroup Inc. (C) — Int/Div — Buy
Citigroup Inc. (C) — Buy (add'l)
Citigroup Inc. (C) — Buy (add'l)
Citigroup Inc. (C) — Buy (add'l)
Coca Cola Co. (KO) — Int/Div — Buy
Coca Cola Co. (KO) — Buy (add'l)
Coca Cola Co. (KO) — Buy (add'l)
Credit Suisse Group Spon ADR (CS) — None — Buy
Credit Suisse Group Spon ADR (CS) — Buy (add'l)
Diageo PLC New GB Spon ADR (DEQ) — Int/Div — Buy
Diageo PLC New GB Spon ADR (DEQ) — Buy (add'l)
Diageo PLC New GB Spon ADR (DEQ) — Buy (add'l)
Duke Energy Corp (DUK) — Int/Div — Buy
Duke Energy Corp (DUK) — Buy (add'l)
Duke Energy Corp (DUK) — Buy (add'l)
Eaton Corp PLC (ETN) — Int/Div — Buy
Eaton Corp PLC (ETN) — Buy (add'l)
Eaton Corp PLC (ETN) — Buy (add'l)
Exxon Mobil Corp (XOM) — Int/Div — Buy
Exxon Mobil Corp (XOM) — Buy (add'l)
Exxon Mobil Corp (XOM) — Buy (add'l)
Ford Motor Co. (F) — Int/Div — Buy
Ford Motor Co. (F) — Buy (add'l)
Ford Motor Co. (F) — Buy (add'l)
General Electric Co. (GE) — Int/Div — Buy
General Electric Co. (GE) — Buy (add'l)
General Electric Co. (GE) — Buy (add'l)
Halliburton Co. (HAL) — Int/Div — Buy
Halliburton Co. (HAL) — Buy (add'l)
Halliburton Co. (HAL) — Buy (add'l)
HSBC Holdings PLC New GB Spon ADR (HSBC) — Int/Div — Buy
HSBC Holdings PLC New GB Spon ADR (HSBC) — Buy (add'l)
HSBC Holdings PLC New GB Spon ADR (HSBC) — Buy (add'l)
Kingfisher PLC New Spon ADR (KGFHY) — Int/Div — Buy
Kingfisher PLC New Spon ADR (KGFHY) — Buy (add'l)
McDonald's Corp. (MCD) — Int/Div — Buy
McDonald's Corp. (MCD) — Buy (add'l)
McDonald's Corp. (MCD) — Buy (add'l)
Merck & Co Inc. New Com (MRK) — Int/Div — Buy
Merck & Co Inc. New Com (MRK) — Buy (add'l)
Merck & Co Inc. New Com (MRK) — Buy (add'l)
Microsoft Corp. (MSFT) — Int/Div — Buy
Microsoft Corp. (MSFT) — Buy (add'l)
Microsoft Corp. (MSFT) — Buy (add'l)
Mondelez International Inc. (MDLZ) — Int/Div — Buy
Mondelez International Inc. (MDLZ) — Buy (add'l)
Mondelez International Inc. (MDLZ) — Buy (add'l)
Nestle S A Spon ADR REPSTG Reg SHS Switz (NSRGY) — None — Buy
Nestle S A Spon ADR REPSTG Reg SHS Switz (NSRGY) — Buy (add'l)
Nestle S A Spon ADR REPSTG Reg SHS Switz (NSRGY) — Buy (add'l)
Oracle Corp. (ORCL) — Int/Div — Buy
Oracle Corp. (ORCL) — Buy (add'l)
Oracle Corp. (ORCL) — Buy (add'l)
Qualcomm Inc. (QCOM) — Int/Div — Buy
Qualcomm Inc. (QCOM) — Buy (add'l)
Qualcomm Inc. (QCOM) — Buy (add'l)
Sanofi Spon ADR (SNY) — None — Buy
Sanofi Spon ADR (SNY) — Buy (add'l)
Sanofi Spon ADR (SNY) — Buy (add'l)
Schlumberger Ltd. Netherlands Antilles (SLB) — Int/Div — Buy
Schlumberger Ltd. Netherlands Antilles (SLB) — a
Schlumberger Ltd. Netherlands Antilles (SLB) — Buy (add'l)
Spectra Energy Com (SE) — Int/Div — Buy
Spectra Energy Com (SE) — Buy (add'l)
Spectra Energy Com (SE) — Buy (add'l)
Swatch Group AD ADR (SWGAY) — None — Buy
Swatch Group AD ADR (SWGAY) — Buy (add'l)
Unilever NV Y SHS New Netherlands Spon ADR (UN) — Int/Div — Buy
bail — Buy (add'l)
bail — Buy (add'l)
Walt Disney Co. (DIS) — Int/Div — Buy
Walt Disney Co. (DIS) — Buy (add'l)
Walt Disney Co. (DIS) — Buy (add'l)
Western Umion Co (WL) — Int/Div — Buy
Western Umion Co (WL) — Buy (add'l)
Western Umion Co (WL) — Buy (add'l)
Westpac Banking Ltd Spon ADR Australia ADR (WBK) — None — Buy
Westpac Banking Ltd Spon ADR Australia ADR (WBK) — Buy (add'l)
Westpac Banking Ltd Spon ADR Australia ADR (WBK) — Buy (add'l)
Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Int/Div — Buy
Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Buy (add'l)
Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Buy (add'l)
Wisdomtree Emerging Markets ETF (DGS) — Int/Div — Buy
Wisdomtree Emerging Markets ETF (DGS) — Buy (add'l)
Wisdomtree Emerging Markets ETF (DGS) — Buy (add'l)
Blackstone Group Lp (BX) — Int/Div — Buy
Blackstone Group Lp (BX) — Buy (add'l)
Blackstone Group Lp (BX) — Buy (add'l)
Ishares Core U.S. Aggregate Bond ETF (AGG) — Int/Div — Buy
Ishares Core U.S. Aggregate Bond ETF (AGG) — Buy (add'l)
Pimeo 0-5 High Yield Corp. Bond Index ETF (HYS) — Int/Div — Buy
Pimeo 0-5 High Yield Corp. Bond Index ETF (HYS) — Buy (add'l)
Powershares Senior Loan (BKLN) — Int/Div — Buy
Powershares Senior Loan (BKLN) — Buy (add'l)
Vanguard Charlotte FDS Total Intl Bond Index Fund ETF (BNDX) — Int/Div — Buy
Vanguard Charlotte FDS Total Intl Bond Index Fund ETF (BNDX) — Buy (add'l)
TEVA Pharmaceuticals Israel ADR (TEVA) — Int/Div — Buy
TEVA Pharmaceuticals Israel ADR (TEVA) — Buy (add'l)
R11] — Buy (add'l)
Visa Inc. (V) — Int/Div — Buy
Visa Inc. (V) — Buy (add'l)
Visa Inc. (V) — Buy (add'l)
Monsanto Co. (MON) — None — Buy
Monsanto Co. (MON) — Buy (add'l)
IRA #2 (UBS): (H)
Cash (LBS) — Int/Div
Henderson European Focus Fund Class (HFEIX) — None — Sold (part)
Henderson European Focus Fund Class (HFEIX) — Sold
Brandes Emerging Markets Fund Class (BEMIX) — Int/Div — Sold (part)
Brandes Emerging Markets Fund Class (BEMIX) — Sold
Oakmark Int'l Fund Class (OAKIX) — None — Buy (add'l)
Oakmark Int'l Fund Class (OAKIX) — Sold
Franklin Templeton Global Bond Fund Advisor Class (TGBAX) — Int/Div — Sold (part)
Franklin Templeton Global Bond Fund Advisor Class (TGBAX) — Sold
Cisco Systems Inc. (CSCO) — Buy (add'l)
RiverNorth/Doubleline Strategic Income Fund (RNSIX) — Int/Div — Buy (add'l)
RiverNorth/Doubleline Strategic Income Fund (RNSIX) — Sold
Virtus Multi-Sector Short-Term Bond Fund Class A (PIMSX) — Int/Div — Buy (add'l)
Virtus Multi-Sector Short-Term Bond Fund Class A (PIMSX) — Sold
First Eagle Global Fund Class 1 (SGX) — None — Sold
BlackRock Global Long/Short Credit Fund (BGCIX) — None — Sold (part)
BlackRock Global Long/Short Credit Fund (BGCIX) — Sold
Wells Fargo Advantage Absolute Return Fund (WABIX) — None — Sold
Financial Sector SPDR Trust ETF (XLF) — Int/Div — Sold (part)
Financial Sector SPDR Trust ETF (XLF) — Sold
Guggenheim S&P 500 Equal Weight ETF (RSM — Int/Div — Buy (add'l)
Guggenheim S&P 500 Equal Weight ETF (RSM — Sold
Wisdom Tree Trust Japan Hedged Equity FD (DXJ) — None — Buy (add'l)
Wisdom Tree Trust Japan Hedged Equity FD (DXJ) — Sold
RS Floating Rate Class A (RSFYX) — Int/Div — Sold
Goldman Sachs MLP Energy Infrastructure (GMLPX) — Int/Div — Buy (add'l)
Goldman Sachs MLP Energy Infrastructure (GMLPX) — Sold
Vaneck Vectors Oil Services ETF (OIH)* — None — Buy (add'l)
Vaneck Vectors Oil Services ETF (OIH)* — Sold
WisdomTree Trust Europe Hedge Equity ETF (HED) — Int/Div — Buy (add'l)
WisdomTree Trust Europe Hedge Equity ETF (HED) — Sold
John Hancock Global Absolute Return UJHAIX) — None — Sold (part)
John Hancock Global Absolute Return UJHAIX) — Sold
Alger Spectra Fund Class Z (ASPZX) — None — Buy
R*3] — Sold
Virtus Emerging Markets Opportunities Fund Class 1 (HIEMX) — None — Buy
Virtus Emerging Markets Opportunities Fund Class 1 (HIEMX) — Sold
Angel Oak Multi-Strat Income Fund Class Inst] (ANGIX) — Int/Div — Buy
Angel Oak Multi-Strat Income Fund Class Inst] (ANGIX) — Sold
Loomis Sayles Sr Floating Rate & Fixed Rate Ine Fund Class Y (LSFYX — Int/Div — Buy
Loomis Sayles Sr Floating Rate & Fixed Rate Ine Fund Class Y (LSFYX — Sold
Vanguard Total Bond MKT IDX (VBTLX) — Int/Div — Buy
Vanguard Total Bond MKT IDX (VBTLX) — Sold
Abb Ltd Spon Adr (ABB) — Int/Div — Buy
Abb Ltd Spon Adr (ABB) — Buy (add'l)
Abb Ltd Spon Adr (ABB) — Buy (add'l)
Amenca Movil (AMX) — Int/Div — Buy
Amenca Movil (AMX) — Buy (add'l)
REN] — Buy (add'l)
American Tower Corp REIT (AMT) — Int/Div — Buy
American Tower Corp REIT (AMT) — Sold (part)
American Tower Corp REIT (AMT) — Sold
Amgen Inc. (AMGN) — Int/Div — Buy
Amgen Inc. (AMGN) — Buy (add'l)
Amgen Inc. (AMGN) — Buy (add'l)
Apple Inc. (AAPL) — Int/Div — Buy
Apple Inc. (AAPL) — Buy (add'l)
Apple Inc. (AAPL) — Buy (add'l)
Banco Santander (SAN) — Int/Div — Buy
Banco Santander (SAN) — Buy (add'l)
Banco Santander (SAN) — Buy (add'l)
Capital One Financial Corp (COF) — Int/Div — Buy
Capital One Financial Corp (COF) — Buy (add'l)
Capital One Financial Corp (COF) — Buy (add'l)
Camival Corp New-Paired Stock (CCL) — Int/Div — Buy
Camival Corp New-Paired Stock (CCL) — Buy (add'l)
Camival Corp New-Paired Stock (CCL) — Buy (add'l)
Cisco Systems Inc. (CSCO) — Int/Div — Buy
Cisco Systems Inc. (CSCO) — Buy (add'l)
Citigroup Ine. (C) — Int/Div — Buy
Citigroup Ine. (C) — Buy (add'l)
Citigroup Ine. (C) — Buy (add'l)
ARO. — Buy (add'l)
Coca Cola Co. (KO) — Int/Div — Buy
Coca Cola Co. (KO) — Buy (add'l)
assy — Buy (add'l)
Credit Suisse Group Spon ADR (CS) — None — Buy
Credit Suisse Group Spon ADR (CS) — Buy (add'l)
Diageo PLC New GB Spon ADR (DEO) — Int/Div — Buy
Diageo PLC New GB Spon ADR (DEO) — Buy (add'l)
Diageo PLC New GB Spon ADR (DEO) — Buy (add'l)
Duke Energy Corp. (DUK) — Int/Div — Buy
Duke Energy Corp. (DUK) — Buy (add'l)
Duke Energy Corp. (DUK) — Buy (add'l)
Eaton Corp PLC (ETN) — Int/Div — Buy
Eaton Corp PLC (ETN) — Buy (add'l)
Eaton Corp PLC (ETN) — Buy (add'l)
Exxon Mobil Corp (XOM) — Int/Div — Buy
Exxon Mobil Corp (XOM) — Buy (add'l)
Exxon Mobil Corp (XOM) — Buy (add'l)
Ford Motor Co. (F) — Int/Div — Buy
Ford Motor Co. (F) — Buy (add'l)
Ford Motor Co. (F) — Buy (add'l)
General Electric Co. (GE) — Int/Div — Buy
General Electric Co. (GE) — Buy (add'l)
General Electric Co. (GE) — Buy (add'l)
Halliburton Co. (HAL) — Int/Div — Buy
Halliburton Co. (HAL) — Buy (add'l)
Halliburton Co. (HAL) — Buy (add'l)
HSBC Holdings PLC New GB Spon ADR (HSBC) — Int/Div — Buy
HSBC Holdings PLC New GB Spon ADR (HSBC) — Buy (add'l)
HSBC Holdings PLC New GB Spon ADR (HSBC) — Buy (add'l)
Kingfisher PLC New Spon ADR (KGFHY) — Int/Div — Buy
Kingfisher PLC New Spon ADR (KGFHY) — Buy (add'l)
McDonald's Corp. (MCD) — Int/Div — Buy
McDonald's Corp. (MCD) — Buy (add'l)
McDonald's Corp. (MCD) — Buy (add'l)
Merck & Co Inc. New Com (MRK) — Int/Div — Buy
Merck & Co Inc. New Com (MRK) — Buy (add'l)
Merck & Co Inc. New Com (MRK) — Buy (add'l)
Microsoft Corp. (MSFT) — Int/Div — Buy
Microsoft Corp. (MSFT) — Buy (add'l)
Microsoft Corp. (MSFT) — Buy (add'l)
Mondelez Intemational Inc. (MDLZ) — Int/Div — Buy
Mondelez Intemational Inc. (MDLZ) — Buy (add'l)
Mondelez Intemational Inc. (MDLZ) — Buy (add'l)
Nestle S A Spon ADR REPSTG Reg SHS Switz INSRGY) — None — Buy
Nestle S A Spon ADR REPSTG Reg SHS Switz INSRGY) — Buy (add'l)
Nestle S A Spon ADR REPSTG Reg SHS Switz INSRGY) — Buy (add'l)
Oracle Corp. (ORCL) — Int/Div — Buy
Oracle Corp. (ORCL) — Buy (add'l)
Oracle Corp. (ORCL) — Buy (add'l)
Qualcomm Inc. (QCOM) — Int/Div — Buy
Qualcomm Inc. (QCOM) — Buy (add'l)
Qualcomm Inc. (QCOM) — Buy (add'l)
Sanofi Spon ADR (SNY) — None — Buy
Sanofi Spon ADR (SNY) — Buy (add'l)
Sanofi Spon ADR (SNY) — Buy (add'l)
Schlumberger Ltd. Netherlands Antilles (SLB) — Int/Div — Buy
Schlumberger Ltd. Netherlands Antilles (SLB) — Buy (add'l)
Schlumberger Ltd. Netherlands Antilles (SLB) — Buy (add'l)
Spectra Energy Corp (SE) — Int/Div — Buy
Spectra Energy Corp (SE) — Buy (add'l)
Spectra Energy Corp (SE) — Buy (add'l)
Swatch Group AD ADR (SWGAY) — None — Buy
Swatch Group AD ADR (SWGAY) — Buy (add'l)
Unilever NV Y SHS New Netherlands Spon ADR (UN) — Int/Div — Buy
Unilever NV Y SHS New Netherlands Spon ADR (UN) — Buy (add'l)
Unilever NV Y SHS New Netherlands Spon ADR (UN) — Buy (add'l)
Walt Disney Co. (DIS) — Int/Div — Buy
Walt Disney Co. (DIS) — Buy (add'l)
Walt Disney Co. (DIS) — Buy (add'l)
Western Umion Co (WL) — Int/Div — Buy
Western Umion Co (WL) — Buy (add'l)
Western Umion Co (WL) — Buy (add'l)
Westpac Banking Ltd Spon ADR Australia ADR (WBK) — None — Buy
Westpac Banking Ltd Spon ADR Australia ADR (WBK) — Buy (add'l)
Westpac Banking Ltd Spon ADR Australia ADR (WBK) — Buy (add'l)
Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Int/Div — Buy
Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Buy (add'l)
Wisdomtree Emerging Markets High Divid Fund ETF (DEM) — Buy (add'l)
Wisdomtree Emergmg Markets ETF (DGS) — Int/Div — Buy
Wisdomtree Emergmg Markets ETF (DGS) — Buy (add'l)
Wisdomtree Emergmg Markets ETF (DGS) — Buy (add'l)
Blackstone Group Lp (BX) — Int/Div — Buy
Blackstone Group Lp (BX) — Buy (add'l)
Blackstone Group Lp (BX) — Buy (add'l)
Ishares Core U.S. Aggregate Bond ETF (AGG) — Int/Div — Buy
Ishares Core U.S. Aggregate Bond ETF (AGG) — Buy (add'l)
Ishares Core U.S. Aggregate Bond ETF (AGG) — Buy (add'l)
Pimeo 0-5 High Yield Corp. Bond Index ETF (HYS) — Int/Div — Buy
Pimeo 0-5 High Yield Corp. Bond Index ETF (HYS) — Buy (add'l)
Pimeo 0-5 High Yield Corp. Bond Index ETF (HYS) — Buy (add'l)
Powershares Senor Loan (BKLN) — Int/Div — Buy
Powershares Senor Loan (BKLN) — Buy (add'l)
Powershares Senor Loan (BKLN) — Buy (add'l)
Vanguard Charlotte FDS Total Intl Bond Index Fund ETF (BNDX) — Int/Div — Buy
Vanguard Charlotte FDS Total Intl Bond Index Fund ETF (BNDX) — Buy (add'l)
Vanguard Charlotte FDS Total Intl Bond Index Fund ETF (BNDX) — Buy (add'l)
Vauguard Total Bond Market Index (BND) — Int/Div — Buy
Vauguard Total Bond Market Index (BND) — Buy (add'l)
Vauguard Total Bond Market Index (BND) — Buy (add'l)
TEVA Pharmaceuticals Israel ADR (TEVA) — Int/Div — Buy
TEVA Pharmaceuticals Israel ADR (TEVA) — Buy (add'l)
TEVA Pharmaceuticals Israel ADR (TEVA) — Buy (add'l)
Visa Inc. (V) — Int/Div — Buy
Visa Inc. (V) — Buy (add'l)
Visa Inc. (V) — Buy (add'l)
Monsanto Co. (MON) — None — Buy
Monsanto Co. (MON) — Buy (add'l)
Extendquip LLC — None
State of Wisconsin Life Insurance — Int/Div
Wisconsin Retirement System Dept of Emplovee Trust Funds — Interest
Wisconsin Deferred Compensation Program {(H)
Black Rock EAFE Equity - Index Coll T — None
DFA US Micro Cap — Int/Div
BlackRock Mid Cap Index - Collective F — None
Fidelity Contrafund — Int/Div
Vanguard Institutional Index Fund Plus — Int/Div
Federated US Government Securities 2-5 Yr — Int/Div
Vanguard Stable Value Fund — None
IRA 43 (UBS): (H)
Cash (UBS) — Int/Div
Royal Bank of Canada Trigger ROS XLF — None — Redeemed
Deutsche Bank AG Trigger ROS XLK — None — Redeemed
Barclays Bank PLC Trigger PS DXJ — None
UBS AG Trigger PS EM EQTY BSKT — None
HSBC USA Inc Buffered ROS IBEX — None — Redeemed
Citigroup INC Buffered ROS EWZ — None
JPMorgan Chase & Co. Buffered ROS FISEMIB — None
Goldman Sachs Group, Inc. Buffered ROS HSCEI — None
Morgan Stanley Contingent ROS SPX — None
Goldman Sachs Group, Inc. Airbag PS UKX — None
Credit Suisse AG Airbag PS SPTSX60 — None
Deutsche Bank Trigger ROS SX5E — None
Credit Suisse AG LO TPAOS SPX SXSE — Int/Div
Royal Bank of Canada L/O TPAOS RTY SXSE — Int/Div
JP Morgan Chase Financial T-1SS SPX — None — Buy
GS Fiance Corp T-SS SPX — None — Buy
IRA 24 (UBS): (H)
Cash (UBS) — Int/Div
Royal Bunk of Canada Trigger ROS XLF — None — Redeemed
Deutsche Bank AG Trigger ROS XLK — None — Redeemed
Barclays Bank PLC Trigger PS DX) — None
UBS AG Trigger PS EM EQTY BSKT — None
HSBC LSA Inc. Buffered ROS IBEX — None — Redeemed
Citigroup Inc. Buffered ROS EWZ — None
JPMorgan Chase & Co Buffered ROS FISEMIB — None
Goldman Sachs Group, Inc. Buffered ROS HSCEI — None
Morgan Stanley Contingent ROS SPX — None
Goldman Sachs Group, Inc. Airbag PS UKX — None
Credit Suisse AG Airbag PS SPTSX60 — None
Deutsche Bank Trigger ROS SXSE — None
Credit Suisse AG LO TPAOS SPX SXSE — Ine
Roval Bank of Canada L'O TPAOS SXSE — Int./y
JP Morgan Chase Financial T-1SS SPX — None — Buy
GS Fmance Corp T-SS SPX — None — Buy
401k ACCOUNT (ING): (H)*
Lincoln Financial Group Amuity 401k* — Int/Div
IRA #5 (UBS): (H)
Cash (LBS) — None
ACAP Strategic Fund — Int/Div
Skybridge Multi-Advisor — Int/Div
IRA 26 (UBS): (H)
Cash (LBS) — None
ACAP Strategic Fund — Int
Skybridge Multi-Advisor — Int/Div
Committee Member, Villages of Bishops Bay Architectural Review Committee
Member of Board of Directors and Treasurer, Umiversity of Wisconsin-Eau Claire Foundation Inc
Committee Member, Finance Committee and Board of Governors of the National Conference of Bankruptcy Judges
Agreement — 1980 — Wisconsin Deferred Compensation Program « Employee Trust Funds « Prior employer; no control
Liability — American Express — Credit Card
Liability — Amcrican Express — Credit Card
Liability — Visa — Credit Card
Reimbursement — State Bar of Wisconsin — 03/02/16 - 03/04/16 — Kohler, Wi — BICR Retreat — Registration fee, meals, hotel
Reimbursement — Nanonal Conference of Bankruptcy Judges — 03/13/16 - 03/15/16 — Fort Worth, TX — NCBJ 2016 Mid-Year Meeting — Transportation, hotel
Reimbursement — Institute of Continumg Legal Education in Georgia — a1 16-0608 16 — Atlanta, GA — 2016 Atlanta Chapter 12 Bankruptcy Conference — Transportation, meals, hotel
Reimbursement — American Bankruptcy Institute — INIA -D TVG — Lake Geneva, Wl — ABI Central States Bankruptcy Workshop — Transportation, meals, hotel
Reimbursement — Certification Oversight Committee Meeting
Part V. Gifts. During 2016, friends sent me gifts of art, jewelry, and memorabilia. | have no reason to believe that any of these items exceeded the $375 limit. If |
should learn otherwise, 1 will amend this form.
Part VII. Investments and Trusts.
Line 158 - formerly Market Vectors Ohl Services ETF (OIH)
Line 334 - formerly Market Vectors Oil Services ETF (OIH)
Line 536 - There are no individual holdings within this account. There is no control over the account or its investments,
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.