# Katherine M. Perhach

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/31938

## Record

- **Judge:** Katherine M. Perhach
- **Year:** 2019
- **Pages:** 13

## Text

AT&T (T) (Y)
Individual Assets (H)
Associated Banc Corp (cash) — Interest
BMO Harris Bank (cash) — Interest
PNC Bank (cash) — Interest
NWM Life Insurance Policy #1 (whole) — Dividend
NWM Life Insurance Policy #2 (whole) — Dividend
Watertown Properties Partnership (X) — Rent
IRA #1 (H)
GENERAL MONEY MKT DREYFUS FUND (GMBXX) (cash) (Y)
BAIRD FDIC INSURED DEPOSIT MULTI-BANK (cash) (X) — Interest
EDGEWOOD GROWTH INSTL CL (EGFIX) — Dividend — Buy (add'l)
EDGEWOOD GROWTH INSTL CL (EGFIX) — Sold (part)
AMERICAN CENTURY EQUITY INCOME CL I (ACIIX) — Dividend — Buy (add'l)
AMERICAN CENTURY EQUITY INCOME CL I (ACIIX) — Sold (part)
FMI LARGE CAP INSTL CL (FMIQX) — Dividend — Buy (add'l)
FMI LARGE CAP INSTL CL (FMIQX) — Sold (part)
JOHN HANCOCK CLASSIC VALUE CL I (JCVIX) — Dividend — Buy (add'l)
HARBOR SMALL CAP VALUE INSTL CL (HASCX) — Dividend — Buy (add'l)
OAKMARK INTL INSTL CL (OANIX) — Dividend — Buy (add'l)
OAKMARK INTL INSTL CL (OANIX) — Sold (part)
ISHARES RUSSELL 2000 ETF (IWM) — Dividend — Buy (add'l)
ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend — Buy (add'l)
ISHARES RUSSELL 1000 VALUE ETF (IWD) — Sold (part)
ISHARES RUSSELL 1000 GROWTH ETF (IWF) — Dividend — Buy (add'l)
ISHARES RUSSELL 1000 GROWTH ETF (IWF) — Sold (part)
ISHARES RUSSELL MID CAP ETF (IWR) — Dividend — Buy (add'l)
ISHARES RUSSELL MID CAP ETF (IWR) — Sold (part)
LOOMIS SAYLES GROWTH CL Y (LSGRX) — Dividend — Buy (add'l)
LOOMIS SAYLES GROWTH CL Y (LSGRX) — Sold (part)
MFS INSTL INTL EQUITY (MIEIX) — Dividend — Buy (add'l)
MFS INSTL INTL EQUITY (MIEIX) — Sold (part)
NUANCE MID CAP VALUE INSTL CL (NMVLX) — Dividend — Buy (add'l)
NUANCE MID CAP VALUE INSTL CL (NMVLX) — Sold (part)
PARNASSUS MID CAP INSTL CL (PFPMX) — Dividend — Buy (add'l)
PARNASSUS MID CAP INSTL CL (PFPMX) — Sold (part)
PEAR TREE POLARIS FOREIGN VAL INSTL CL (QFVIX) — Dividend — Buy (add'l)
T ROWE PRICE GRWTH STK CL I (PRUFX) — Dividend — Buy (add'l)
T ROWE PRICE GRWTH STK CL I (PRUFX) — Sold (part)
PRINCIPAL MID CAP INSTL CL (PCBIX) — Dividend — Buy (add'l)
PRINCIPAL MID CAP INSTL CL (PCBIX) — Sold (part)
VANGUARD FTSE DEV MKTS ETF (VEA) — Dividend — Buy (add'l)
VIRTUS KAR SMALL CAP GROWTH CL I (PXSGX) — Dividend — Buy (add'l)
VIRTUS KAR SMALL CAP GROWTH CL I (PXSGX) — Sold (part)
WELLS FARGO EMERG MKTS EQ I (EMGNX) — Dividend — Buy (add'l)
PRINCIPAL DIVERS REAL ASSET I (PDRDX) — Dividend
BAIRD SHORT TERM BOND INSTL CL (BSBIX) — Dividend — Buy (add'l)
BAIRD SHORT TERM BOND INSTL CL (BSBIX) — Sold (part)
BAIRD SHORT TERM BOND INSTL CL (BSBIX) — Buy (add'l)
BLACKROCK HIGH YLD BD I (BHYIX) — Dividend — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL(BSIIX) — Dividend — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL(BSIIX) — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL(BSIIX) — Buy (add'l)
DODGE & COX INCOME (DODIX) — Dividend — Buy (add'l)
DODGE & COX INCOME (DODIX) — Buy (add'l)
DODGE & COX INCOME (DODIX) — Buy (add'l)
METROPOLITAN WEST TOTAL RETURN BOND CL I (MWTIX) — Dividend — Buy (add'l)
METROPOLITAN WEST TOTAL RETURN BOND CL I (MWTIX) — Buy (add'l)
METROPOLITAN WEST TOTAL RETURN BOND CL I (MWTIX) — Buy (add'l)
IRA #2 (H)
GROWTH FUND OF AMERICA CL A (AGTHX) — Dividend
HARTFORD DIVIDEND & GROWTH CL A (HDGCX) — Dividend
IRA #3 (H)
DIPLOMAT PHARMACY INC (DPLO) — None
IRA #4 (H)
US BANK INSURED DEPOSIT (cash) — None
AT&T INC (T) — Dividend — Sold
FIREEYE INC (FEYE) — None
ETF MANGERS ETFMG PRIME CYBER SEC (HACK) — None
IRA #5 (H)
Wells Fargo Cap Grwth A (WFCGX) — Dividend — Sold
Wells Fargo Endeavor Select-A (STAEX) — Dividend — Buy
Wells Fargo Growth A (SGRAX) — Dividend
Wells Fargo Small Cap Value A (SMVAX) — Dividend — Sold
Wells Fargo Small Company Value-A (SCVAX) — Dividend — Buy
Wells Fargo Asia Pacific A (WFAAX) — Dividend — Sold
Wells Fargo Govt Securities A (SGVDX) — Dividend
IRA #6 (H)
Wells Fargo Emerging Markets Equity Income-A (EQIAX) — Dividend — Buy
401k #1 (H)
Vanguard Morgan Growth Fund Inv (VMRGX) — Dividend — Sold
Vanguard US Grwth Fd Inv (VWUSX) — Dividend — Buy
Vanguard Tot Bond Mkt Index Inst (VBTIX) — Dividend
Vanguard Target Ret 2040 (VFORX) — Dividend
Vanguard Tot Stock Mkt Idx Inst (VITSX) — Dividend
401k #2 (H)
MFS Value Fund (MEIHX) — None
T. Rowe Price Growth Stock Fund (TRSAX) — None — Buy (add'l)
American Century Mid Cap Value Fund (ACLAX) — None
State Street Russell SmCap Index Securities Lending — None — Sold
T. Rowe Price Real Estate Fund (PAREX) — None — Sold
401k #3 (H)
Vanguard Target Retirement Income (VTINX) (Y)
Trust #1 (H)
ALLIANT ENERGY CORP (LNT) — Dividend
ALTRIA GROUP INC (MO) — Dividend
CHEVRON CORP (CVX) — Dividend
COCA-COLA COMPANY (KO) — Dividend
EXXON MOBIL CORP (XOM) — Dividend
SENSIENT TECHNOLOGIES (SXT) — Dividend
NUVEEN CORE PLUS BD CL C (FFAIX) — Dividend — Sold
TIAA CREF BOND PLUS RETAIL CL (TCBPX) — Dividend — Buy
Trust #2 (H)
US BANK INSURED DEPOSIT (cash) — Interest
CISCO SYSTEMS INC (CSCO) — Dividend
COCA-COLA COMPANY (KO) — Dividend
GENERAL ELECTRIC CO (GE) — Dividend
MGE ENERGY INC (MGEE) — Dividend
MATTEL INC (MAT) — None
NATIONAL BEVERAGE CORP (FIZZ) — None
SONOCO PRODUCTS CO (SON) — Dividend
WABTEC (WAB) — Dividend — Spinoff (from line 107)
WASTE MANAGEMENT INC (WM) — Dividend
VERIZON COMMUNICATIONS (VZ) (Y)
BLACKROCK ENHANCED EQ DIV TR (BDJ) — Dividend
BLACKROCK ENHANCED INTL DIV TRST (BGY) — Dividend
Brokerage #1 (H)
US BANK INSURED DEPOSIT (cash) — Interest
Brokerage #2 (H)
ALLIANT ENERGY CORP (LNT) — Dividend
ALTRIA GROUP INC (MO) — Dividend
KRAFT HEINZ CO (KHC) — Dividend
MGE ENERGY INC (MGEE) — Dividend
MONDELEZ INTERNATIONAL (MDLZ) — Dividend
PHILIP MORRIS INTL INC (PM) — Dividend
SENSIENT TECHNOLOGIES (SXT) — Dividend
529 #1 (H)
Edvest Age-Based Option 15 Investment Option 3405 — None
529 #2 (H)
Edvest Large-Cap Stock Index Portfolio Investment Option 3438 — None
529 #3 (H)
Edvest Large-Cap Stock Index Portfolio Investment Option 3438 — None
Trustee, Trust #1
Trustee, Trust #2
Partner, Quarles & Brady
Vice Chair/Board of Directors, Pius XI Catholic HS
Board of Directors, Ha Ha's Hero Foundation
Agreement — 2006 — Self-directed retirement account through former law firm (Quarles & Brady)
Agreement — 2010 — Partnership buyout agreement with former law firm (Quarles & Brady) regarding return of equity and payment of deferred fees.
Reimbursement — Bar Association — February 27 - March 1, 2019 — Kohler, Wisconsin — Non - FJC Educational Seminar — Travel, lodging, and meals
Income — 2019 — Self-employed (attorney) — $141,295.60
Income — 2019 — Quarles & Brady (equity and fees returned) — $164,497.23
Spouse's income — 2019 — Gray and Associates, LLP (salary)
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Part VII, line 7: Land in Watertown, WI.
Trust #1 in the initial report is now Brokerage #1. Trust #2 has been changed to Trust #1 and Trusts #3 and #4 were merged in this cycle and are now referred to as
Trust #2.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/31938. Public record. Not legal advice.