James Donald Peterson

2016Annual

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Pull out the substance of this filing.

What was filed

  • 25

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust No.
  • Foley & Lardner LLP
  • Associated Banc<Corp - salary and bonus

As filed

Ally Bank cash account — Interest

Associated Bank cash account — Interest

UW Credit Union cash account — Interest

Associated Banc-Corp Stock — Int/Div

BMO Financial Group Stock — Int/Div — Sold (part)

Fidelity National Information Stock — Int/Div — Sold

Amencan Funds EuroPacific Growth Fund — Int/Div

BMO TCH Intermediate Income Fund — Int/Div — Sold

Columbia Mid Cap Value Fund — Int/Div

CREF Stock — None

Dodge & Cox Stock Fund — Int

Fidelity Government Money Market Fund — Int/Div

Fidelity Small Cap Value Fund — Int/Div

Franklin Templeton Moderate Allocation Fund — Int./y

Harbor International Institutional Fund — Ine

Fidelity S00 Index (f/k/a Spartan S00 Index Fund) — Int/Div

Fidelity Mid Cap Index (f/k/a Spartan Mid Cap Index Fund) — Int/Div

Fidelity Small Cap Index (f/k/a Spartan Small Cap Index Fund) — Int/Div

T. Rowe Price Growth Stock Fund — Int/Div

Vanguard Institutional Index Fund — Int/Div

Vanguard Balanced Index Fund — Int/Div

GK Phenomenelle Fund LLC Membership — None

Eagle Mid Cap Growth — Int/Div

Med West Total Retum Bond — Int/Div — Buy

PIF LGCP S&P 500 R% — Int/Div — Buy

Co-Trustee, Trust No.

Reimbursement — Foley & Lardner LLP — September 16, 2016 — Chicago, IL — speak at IP Law Conference — Transportation, hotel and meals

Spouse's income — 2016 — Associated Banc<Corp - salary and bonus

I. Positions - Trust No. | has no reportable assets.

VIL Investments and Trusts - lines 16, 17 and 18 - Spartan Funds were renamed as Fidelity Funds.

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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