Beth E. Hanan
2019
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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.