John C. Shabaz
2005
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Pull out the substance of this filing.
What was filed
21
investments
11
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- IRA Distr for 05
- 1)
- (Part1,1)
- 401K Distr for 05
- 1,2)
- account
- 1, 1)
- 1,1)
- For benefit of others VII: entries 7, 11, 12, 15, 16
- Trust VII, entry 1, Attachment 1
- Irrevocable Trust VII, entry 10, Attachment 3
- Qualified personal residence trust
- Eastside Lutheran Church, Madison WI, treasurer serving on coordinating counsel Having no responsibility for fund raising or investments
- Madison Club, Madison, WI, social club, member RESIGNED
- Cherokee Association,Madison WI, a residential association, member
- Cherokee CC, Madison, WI athletic social club, member
- Princeton Club, Madison, WI, member
- Lakeside Lutheran School, Lake Mills, WI, Board of Regents. Havingng responsibility for fund raising or investments. We = _
As filed
Trust (Part I, Item 4) — Interest — Attachment
Government Life Ins. (VA) — Interest
Federated Utility Fund, Inc. IRA — Int/Div — IRA Distr for 05
Wisconsin Retirement System — Pension — 1)
U.S. Savings Bonds — Interest
Wisconsin ST GO SER D 1990 BDS, Higher Education Service — Interest
Bank Mutual Corp — Int/Div — (Part1,1)
Robert W. Baird & Co. TT FBO Aggregate Pension PFT — Interest — 2 — 401K Distr for 05
Spectrum Signal — Int/Div
Irrevocable Trust — Interest — 3 — 1,2)
Massachusetts Investment Trust — Interest — sell — (Part1,1)
Massachusetts Investment Trust — Interest — sell — (Part1,1)
Pepsico — Int/Div
Great Midwest Bank, Brookfield, WI — Interest — closed — account
New Economy Fund — Interest — sell — 1, 1)
New Economy Fund — Interest — sell — 1,1)
Bank One, Madison, WI — Interest — account
M&I Bank, Madison, WI — Interest — account
Associated Bank, Madison, WI — Interest — open — account
Goldman Sachs — Int/Div — buy
Morgan Stanley — Int/Div — buy
Custodian, For benefit of others VII: entries 7, 11, 12, 15, 16
Co-Trustee, Trust VII, entry 1, Attachment 1
Co-Trustee, Irrevocable Trust VII, entry 10, Attachment 3
Co-Trustee, Qualified personal residence trust
Co-Trustee, Qualified personal residence trust
Member, Eastside Lutheran Church, Madison WI, treasurer serving on coordinating counsel Having no responsibility for fund raising or investments
Member, Madison Club, Madison, WI, social club, member RESIGNED
Member, Cherokee Association,Madison WI, a residential association, member
Member, Cherokee CC, Madison, WI athletic social club, member
Member, Princeton Club, Madison, WI, member
Member, Lakeside Lutheran School, Lake Mills, WI, Board of Regents. Havingng responsibility for fund raising or investments. We = _
Agreement — Stipulation dated 1/3/1985 in which Wisconsin Retirement System benefits have been irrevocably assigned to another (VII-4) (alimony)
Date of Report
3/24/2006
ATTACHMENT 3
(PART VII,
ITEM 10)
Irrevocable Trust
INCOME
VALUE
A
Money Mkt & Cash Account,
M&I Bank
(f/n/a US Bank)
GNMA Pool #305552 8.75% 5/15/11
GNMA Pool #316399 9.25% 8/15/02
Maricopa County AZ Revenue Bond
Prairie du Chien Wis
Redev Auth Redev Lease
IL DEV FIN ATH RV PRVENA
HLTH SR A RFDG MBIA B/E
due 05/15/23
WISCONSIN ST HLTH & EDL
FACS AUTH RV AMBAC UTD
due 12/15/27
entered in error
Federal Nat’l Mortgage Assoc.
- delete,
previously
B
Merrill Lynch PFD CAP 7.28%
Saturns Goldman Sachs
A
Common Stock as follows:
Harley Davidson,
Inc.
Midwest Express Holdings
Agilent
The following transactions took place during the year 2005:
SECURITY
AMOUNT
DATE
Bought:
09/19/05
Corp Backed Trust CTS
Goldman Sachs
09/19/05
Morgan Stanley Capital
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.