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Pull out the substance of this filing.

What was filed

  • 22

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 4

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • Bank of America
  • State Bar of Wisconsin
  • American Bankruptcy Institute
  • Net surrender value adjustable life insurance, Accordia Life
  • Patina Solutions Group, Inc. salary
  • Legendary Whitetails salary
  • adjustable life insurance net surrender value, Accordia Life

As filed

Ishares TR Global Energy IXC — Dividend — Buy (add'l)

Invesco QQQ Trust Ser 1 QQQ — Dividend — Buy (add'l)

Invesco QQQ Trust Ser 1 QQQ — Buy (add'l)

Invesco QQQ Trust Ser 1 QQQ — Buy (add'l)

Ishares Global Metals & Mining PICK — Dividend

Patina Solutions Inc. common stock — None

Patina Solutions Inc. preferred stock — Dividend

Patina Solutions Inc. stock options — None

FI Enhanced GlobalHigh Yield UBS FIHD — Dividend — Sold

FI Enhanced Lrg Cap Growth CS FLGE — Dividend — Sold

Invesco S&P 500 Top 50 XLG — Dividend

FI Enhanced Euro 50 ETNC BCS FFEU — None — Sold

Select Sector SPRD Healthcare XLV — Dividend

Vanguard FTSEEurope ETF VGK — Dividend — Sold (part)

" " — Sold (part)

Ishares INC MSCI Eurzone ETF EZU — Dividend — Sold (part)

Select Sector SPDR TR CONS Dis XLY — Dividend — Buy (add'l)

Ishare INC MSCI JPN ETF New EWJ — Dividend

Ishares MSCI Europe FN ETF EUFN — Dividend — Sold (part)

Vanguard FTSE Emerging MKT VWO — Dividend

Select Sector SPDR TR Consumer XLP — None — Sold

Ishares TR Global Tech ETF IXN — Dividend — Buy (add'l)

Liability — Bank of America — credit card

Reimbursement — State Bar of Wisconsin — 02/28-03/01/2019 — Kohler, WI — Bankruptcy education conference (speaker) — lodging and meals

Reimbursement — American Bankruptcy Institute — 06/13-15/2019 — Traverse City MI — Bankruptcy education conference (speaker) — lodging and meals, mileage reimbursement

Reimbursement — American Bankruptcy Institute — 10/13-14/2019 — Chicago IL — Bankruptcy education conference (speaker) — lodging and meals

Reimbursement — State Bar of Wisconsin — 11/07/2019 — Milwaukee WI — Bankruptcy seminar (speaker) — registration and meal

Income — 08/03/2019 — Net surrender value adjustable life insurance, Accordia Life — $284.00

Spouse's income — 2019 — Patina Solutions Group, Inc. salary

Spouse's income — 2019 — Legendary Whitetails salary

Spouse's income — 08/03/2019 — adjustable life insurance net surrender value, Accordia Life

For VII, line 16 - It appears I have misread the Patina Solutions valuation report in the past few years with regard to the fact that approximately $1000 in accrued

dividends for preferred stock is reinvested each year. Now acknowleding that accrual pushes preferred stock value from the J into the K range.

Also for VII, lines 13, 15, 36, this amendment adds missing income codes.

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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