James Donald Peterson

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 56

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Trust No.
  • Federal Judges Association
  • Nee ral RNR TAS Assocation
  • Associated Bank-Corp - salary and bonus
  • University of Wisconsin Law School - stipend for teaching

As filed

Ally Bank cash account — Interest

Associated Bank cash account — Interest

UW Credit Union cash account — Interest

Associated Banc-Corp Stock — Int/Div — Sold (part)

Associated Banc-Corp Stock — Open

Associated Banc-Corp Stock — Open

Associated Banc-Corp Stock — Sold (part)

CREF Stock — None

Fidelity Government Money Market Fund — Int/Div

Fidelity Small Cap Value Fund — Int/Div — Sold

Harbor International Institutional Fund — Int/Div — Sold

Fidelity $00 Index — Int/Div — Sold

Fidelity Mid Cap Index — Int/Div — Sold

Fidelity Small Cap Index — Int/Div — Sold

GK Phenomenelle Fund LLC Membership — None

Fidelity Core Cash Account — Interest

Fidelity International Index — None — Sold

Fidelity Total Bond — None — Sold

Fidelity Individual Cash Account — Interest

Vanguard Institutional Index (W) — Int/Div

Vanguard Bond MKT ADM — Int/Div

Vanguard Target Retirement 2020 — Int/Div

Fidelity Int'l Enhanced Index Fund — None — Buy

Fidelity Int'l Enhanced Index Fund — Sold

Fidelity SAI US Value Index Fund — Int — Buy

Fidelity SAI U.S. Momentum Index Fund — Int/Div — Buy

Fidelity SAl U.S. Large Cap Index — Int/Div — Buy

Fidelity SAI International Index — None — Buy

Fidelity SAI International Index — Sold

Fidelity SAI Emerg Markets Index — None — Buy

Fidelity SAI Emerg Markets Index — Sold

Fidelity SAI U.S. Quality Index Fund — Int/Div — Buy

FID SAI Small Mid Cap 500 Index Fund — None — Buy

FID SAI Small Mid Cap 500 Index Fund — Sold

Fidelity Strategic Income Fund — Int/Div — Buy

Fidelity Strategic Income Fund — Sold

Fidelity US Bond Index Fund — None — Buy

Fidelity US Bond Index Fund — Sold

Fidelity Conservative Income Bond Fd — Int/Div — Buy

Fidelity Conservative Income Bond Fd — Sold

Strategic Advisers Income Opportumties — Int/Div — Buy

Strategic Advisers Income Opportumties — Sold (part)

Fidelity Inflat-Prot Bd Index Fund — Int — Buy

Fidelity Inflat-Prot Bd Index Fund — Sold (part)

Fidelity Government Cash Reserves — Interest — Buy

IShares Core S&P Small Cap — Int/Div — Buy

IShares TR EAFE Smi Cp — Int/Div — Buy

IShares TR EAFE Grwth ETF — None — Buy

IShares TR EAFE Grwth ETF — Sold

IShares Inc Core MSCI Emerging Mkts — None — Buy

IShares Inc Core MSCI Emerging Mkts — Sold

Select Sector Spdr Tr Energy — Int — Buy

Fidelity Total Bond — None — Buy

Fidelity Total Bond — Sold

Fidelity 500 Index Prem (W) — Int/Div — Buy

Fidelity 500 Index Prem (W) — Sold

Co-Trustee, Trust No.

Reimbursement — ol nla Aaa Rea — adh 8 AE or st Ugg Te TT conference on solitary confinement

Reimbursement — Federal Judges Association — May 5-8, 2018 — Washington, D.C — Board of Directors Meeting — Travel, lodging, meals

Reimbursement — on plea agreements for Tanzanian gov't officials

Reimbursement — Nee ral RNR TAS Assocation — development of patent lav at annual conference

Spouse's income — 2018 — Associated Bank-Corp - salary and bonus

Spouse's income — 2018 — University of Wisconsin Law School - stipend for teaching

Vanguard Balanced Index Fund reported in error on 2017 annual report.

Due to changes in available investment options, effective March 27, 2017, holdings in the Vanguard Balanced Index Fund were transferred to the Vanguard Target

Retirement 2020 Fund, The 2017 disclosure reported the correct year-end value of the Vanguard Target Retirement 2020 Fund, but it should have also shown then

sales of the holdings in Vanguard Bulanced Index Fund.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

James Donald Peterson | Frix