Peter A. Oppeneer
2020
Ask Donna
Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- US Bank
- Self-employed Attorney
As filed
Wells Fargo Edvest (s. 529 plan) Vanguard stock index — None
U.S. Bank Checking Acct. — Interest
Badger Meter Inc. Commion Stock — None
Disney Company common stock — Dividend
Fidelity Small Cap Investment Fund — None — Sold
Ivy International Core Equity Y Fund (see note 1) — None — Sold
Janus Aspen Enterprise fund — None — Sold
JPM Value Advance I Fund — None — Sold
Rental property , Madison, WI (see note 2) — Rent — Sold
TRP retirement 2025 — Dividend — Buy
Fid 500 index fund — Dividend — Buy
Liability — US Bank — Mortgage on rental property
Spouse's income — 2020 — Self-employed Attorney
In part VI, line 1, mortgage loan was paid in full in sale transaction at Part VII, line 9.
In part VII the sales and purchases reflected in lines 5,6,7, 8, 10 and 11 are a reallocation of investments within retirement fund.
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.