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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Eastern District of Wisconsin Bar Association
  • American Bankruptcy Institute
  • Northwest Bankruptcy Institute/State Bar Wis.
  • Cornell Law School

As filed

Penn Mutual Variable Universal Life: Ssg Index 500 Fund — Interest

Penn Mutual Variiable Universal Life: T. Rowe Price Flexibly Mg'd Fund — Interest

The Principal Adjustable Life — Dividend

U.S. Savings Bonds, Series EE — Interest

PNC Bank Cash Accounts — Dividend

IRA #2

Edward Jones--American Funds High Income Muni Bond Fund — Dividend

Voya 529 Balanced Option Class C — Dividend

GS FINL Square Govt Fd Instl — Dividend

Bridge Builder Large Value — Dividend

Bridge Builder Large Growth — Dividend

Bridge Builder Small/Mid Value — Dividend

Bridge Builder Small/Mid Growth — Dividend

Bridge Builder Core Plus Bond — Dividend

Bridge Builder Intl Equity — Dividend

Hotchkis & Wiley High-Yield — Dividend

IShares Core US Aggregate Bond — Dividend

Spdr DJ Global Real Estate ETF — Dividend

Vanguard Large Cap ETF — Dividend

Vanguard Small Cap ETF — Dividend

Vanguard Value ETF — Dividend

JPM Emerging Markets Equity — Dividend

Vanguard FTSE Dev Mkts ETF — Dividend

Ex-officio, director, Eastern District of Wisconsin Bar Association

Member, Board of Directors**, American Bankruptcy Institute

Reimbursement — American Bankruptcy Institute — 03/03/2019 to 03/05/2019 — New York, NY — Moot Court (judge) — Flight, meals, hotel room

Reimbursement — Northwest Bankruptcy Institute/State Bar Wis. — 04/25/3019 to 04/26/2019 — Eau Claire, Wisconsin — Bankruptcy Seminar (speaker) — Meals, hotel room

Reimbursement — Cornell Law School — 11/1/2019 to 11/3/2019 — Ithaca, New York — Moot Court (judge) — Flight, meals, hotel room

Part I, #2 (Positions): I have listed the board of directors of the American Bankruptcy Institute, although I am not certain that I served on that board in 2019. I was

appointed in 2012, and it is possible my term may have expired in 2018. I can't find confirmation of that, though, and in an abundance of caution, I have left it in

for 2019. This was an unpaid position on the board of a national insolvency association.

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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