Rachel M. Blise
2020
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Pull out the substance of this filing.
What was filed
95
investments
25
positions
5
gifts
5
agreements
15
debts
5
reimbursements
15
income
10
spouse income
Named parties
- Trust #1 (no reportable assets)
- Foley & Lardner, LLP
- Eastern District of Wisconsin Bar Association
- Milwaukee Bar Association
- Skylights Music Theater, Inc.
- Exempt
- SoFi
- Discover
- Fedloan Servicing
- Foley & Lardner, LLP (salary)
- Dematic (salary)
As filed
Individual Assets (H) — Exempt
JPMorgan Chase (cash) — Interest
United States Series EE Savings Bonds — None
Account #1 (H)
Vanguard Instl Target Retirement Income Inst (VITRX) — Dividend
Harbor Capital Appreciation Instl (HACAX) — Dividend
Vanguard Total Stock Market Index I (VITSX) — Dividend
BNY Mellon Sm Cap Value I (STSVX) — Dividend
Franklin Small Cap Growth R6 (FSMLX) — Dividend
Vanguard Small Cap Index I (VSCIX) — Dividend
Aberdeen Emerging Markets Intl (ABEMX) — Dividend
RPC Fund — Dividend
Baird Aggregate Bond Instl (BAGIX) — Dividend
PIMCO High Yield Instl (PHIYX) — Interest
Vanguard Inflation-Protected Secs I (VIPIX) — Dividend
Morley Stable Value Cl 20-II — None
Morley Stable Value Cl 25-I (SIBTZ) — Dividend
Account #2 (H)
Principal Lifetime 2040 Portfolio — None
Individual Assets (H) — Exempt
JPMorgan Chase (cash) — Interest
United States Series EE Savings Bonds — None
Account #1 (H)
Vanguard Instl Target Retirement Income Inst (VITRX) — Dividend
Harbor Capital Appreciation Instl (HACAX) — Dividend
Vanguard Total Stock Market Index I (VITSX) — Dividend
BNY Mellon Sm Cap Value I (STSVX) — Dividend
Franklin Small Cap Growth R6 (FSMLX) — Dividend
Vanguard Small Cap Index I (VSCIX) — Dividend
Aberdeen Emerging Markets Intl (ABEMX) — Dividend
RPC Fund — Dividend
Baird Aggregate Bond Instl (BAGIX) — Dividend
PIMCO High Yield Instl (PHIYX) — Interest
Vanguard Inflation-Protected Secs I (VIPIX) — Dividend
Morley Stable Value Cl 20-II — None
Morley Stable Value Cl 25-I (SIBTZ) — Dividend
Account #2 (H)
Principal Lifetime 2040 Portfolio — None
Individual Assets (H) — Exempt
JPMorgan Chase (cash) — Interest
United States Series EE Savings Bonds — None
Account #1 (H)
Vanguard Instl Target Retirement Income Inst (VITRX) — Dividend
Harbor Capital Appreciation Instl (HACAX) — Dividend
Vanguard Total Stock Market Index I (VITSX) — Dividend
BNY Mellon Sm Cap Value I (STSVX) — Dividend
Franklin Small Cap Growth R6 (FSMLX) — Dividend
Vanguard Small Cap Index I (VSCIX) — Dividend
Aberdeen Emerging Markets Intl (ABEMX) — Dividend
RPC Fund — Dividend
Baird Aggregate Bond Instl (BAGIX) — Dividend
PIMCO High Yield Instl (PHIYX) — Interest
Vanguard Inflation-Protected Secs I (VIPIX) — Dividend
Morley Stable Value Cl 20-II — None
Morley Stable Value Cl 25-I (SIBTZ) — Dividend
Account #2 (H)
Principal Lifetime 2040 Portfolio — None
Individual Assets (H) — Exempt
JPMorgan Chase (cash) — Interest
United States Series EE Savings Bonds — None
Account #1 (H)
Vanguard Instl Target Retirement Income Inst (VITRX) — Dividend
Harbor Capital Appreciation Instl (HACAX) — Dividend
Vanguard Total Stock Market Index I (VITSX) — Dividend
BNY Mellon Sm Cap Value I (STSVX) — Dividend
Franklin Small Cap Growth R6 (FSMLX) — Dividend
Vanguard Small Cap Index I (VSCIX) — Dividend
Aberdeen Emerging Markets Intl (ABEMX) — Dividend
RPC Fund — Dividend
Baird Aggregate Bond Instl (BAGIX) — Dividend
PIMCO High Yield Instl (PHIYX) — Interest
Vanguard Inflation-Protected Secs I (VIPIX) — Dividend
Morley Stable Value Cl 20-II — None
Morley Stable Value Cl 25-I (SIBTZ) — Dividend
Account #2 (H)
Principal Lifetime 2040 Portfolio — None
Individual Assets (H) — Exempt
JPMorgan Chase (cash) — Interest
United States Series EE Savings Bonds — None
Account #1 (H)
Vanguard Instl Target Retirement Income Inst (VITRX) — Dividend
Harbor Capital Appreciation Instl (HACAX) — Dividend
Vanguard Total Stock Market Index I (VITSX) — Dividend
BNY Mellon Sm Cap Value I (STSVX) — Dividend
Franklin Small Cap Growth R6 (FSMLX) — Dividend
Vanguard Small Cap Index I (VSCIX) — Dividend
Aberdeen Emerging Markets Intl (ABEMX) — Dividend
RPC Fund — Dividend
Baird Aggregate Bond Instl (BAGIX) — Dividend
PIMCO High Yield Instl (PHIYX) — Interest
Vanguard Inflation-Protected Secs I (VIPIX) — Dividend
Morley Stable Value Cl 20-II — None
Morley Stable Value Cl 25-I (SIBTZ) — Dividend
Account #2 (H)
Principal Lifetime 2040 Portfolio — None
Trustee, Trust #1 (no reportable assets)
Senior Counsel, Foley & Lardner, LLP
Director, Eastern District of Wisconsin Bar Association
Director, Milwaukee Bar Association
Director, Skylights Music Theater, Inc.
Trustee, Trust #1 (no reportable assets)
Senior Counsel, Foley & Lardner, LLP
Director, Eastern District of Wisconsin Bar Association
Director, Milwaukee Bar Association
Director, Skylights Music Theater, Inc.
Trustee, Trust #1 (no reportable assets)
Senior Counsel, Foley & Lardner, LLP
Director, Eastern District of Wisconsin Bar Association
Director, Milwaukee Bar Association
Director, Skylights Music Theater, Inc.
Trustee, Trust #1 (no reportable assets)
Senior Counsel, Foley & Lardner, LLP
Director, Eastern District of Wisconsin Bar Association
Director, Milwaukee Bar Association
Director, Skylights Music Theater, Inc.
Trustee, Trust #1 (no reportable assets)
Senior Counsel, Foley & Lardner, LLP
Director, Eastern District of Wisconsin Bar Association
Director, Milwaukee Bar Association
Director, Skylights Music Theater, Inc.
Gift — Exempt
Gift — Exempt
Gift — Exempt
Gift — Exempt
Gift — Exempt
Agreement — 2011 — Foley & Lardner, LLP Defined Contribution Retirement Plan (reportable assets are listed in Part VII)
Agreement — 2011 — Foley & Lardner, LLP Defined Contribution Retirement Plan (reportable assets are listed in Part VII)
Agreement — 2011 — Foley & Lardner, LLP Defined Contribution Retirement Plan (reportable assets are listed in Part VII)
Agreement — 2011 — Foley & Lardner, LLP Defined Contribution Retirement Plan (reportable assets are listed in Part VII)
Agreement — 2011 — Foley & Lardner, LLP Defined Contribution Retirement Plan (reportable assets are listed in Part VII)
Liability — SoFi — Student Loan
Liability — Discover — Student Loan
Liability — Fedloan Servicing — Student Loan
Liability — SoFi — Student Loan
Liability — Discover — Student Loan
Liability — Fedloan Servicing — Student Loan
Liability — SoFi — Student Loan
Liability — Discover — Student Loan
Liability — Fedloan Servicing — Student Loan
Liability — SoFi — Student Loan
Liability — Discover — Student Loan
Liability — Fedloan Servicing — Student Loan
Liability — SoFi — Student Loan
Liability — Discover — Student Loan
Liability — Fedloan Servicing — Student Loan
Reimbursement — Exempt
Reimbursement — Exempt
Reimbursement — Exempt
Reimbursement — Exempt
Reimbursement — Exempt
Income — 2021 — Foley & Lardner, LLP (salary) — $40,666.66
Income — 2020 — Foley & Lardner, LLP (salary) — $260,962.52
Income — 2019 — Foley & Lardner, LLP (salary) — $221,061.25
Income — 2021 — Foley & Lardner, LLP (salary) — $40,666.66
Income — 2020 — Foley & Lardner, LLP (salary) — $260,962.52
Income — 2019 — Foley & Lardner, LLP (salary) — $221,061.25
Income — 2021 — Foley & Lardner, LLP (salary) — $40,666.66
Income — 2020 — Foley & Lardner, LLP (salary) — $260,962.52
Income — 2019 — Foley & Lardner, LLP (salary) — $221,061.25
Income — 2021 — Foley & Lardner, LLP (salary) — $40,666.66
Income — 2020 — Foley & Lardner, LLP (salary) — $260,962.52
Income — 2019 — Foley & Lardner, LLP (salary) — $221,061.25
Income — 2021 — Foley & Lardner, LLP (salary) — $40,666.66
Income — 2020 — Foley & Lardner, LLP (salary) — $260,962.52
Income — 2019 — Foley & Lardner, LLP (salary) — $221,061.25
Spouse's income — 2021 — Dematic (salary)
Spouse's income — 2020 — Dematic (salary)
Spouse's income — 2021 — Dematic (salary)
Spouse's income — 2020 — Dematic (salary)
Spouse's income — 2020 — Dematic (salary)
Spouse's income — 2021 — Dematic (salary)
Spouse's income — 2021 — Dematic (salary)
Spouse's income — 2020 — Dematic (salary)
Spouse's income — 2021 — Dematic (salary)
Spouse's income — 2020 — Dematic (salary)
Part VII, line 12: RPC Fund is the complete and specific name of this holding.
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.
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.