James Donald Peterson
2018Annual
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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.