Catherine J. Furay

What was filed

233
investments
3
positions
0
gifts
5
agreements
6
debts
3
reimbursements
1
income
1
spouse income

Named parties

Madison Opera, Inc
Bishops Bay Country Club
Villages of Bishops Bay Architectural Review Committee
American Express
Amcrican Express
Park Bank Visa
Amoco
Nordstrom
Maucy's
State Bar of Wisconsin
National Conference of Bankruptcy Judges
Murphy Desmond S.C. Stock Redemption 1/2/2013
Sweet DeMarb & Associates LLC - salary

As filed

Bank Account The Park Bank — Int/Div

Bank Account Middleton Community Bank — Int/Div

The Peoples Community Bancshares — Int/Div

Mitzvah LLC — None

INVESTMENT ACCOUNT #1 (UBS): (H)

Cash (LBS) — None

JPMorgan Alerian MLP Index (AMJ) — None — Sold (part)

JPMorgan Alerian MLP Index (AMJ) — Sold (part)

JPMorgan Alerian MLP Index (AMJ) — Sold

Vanguard Total Stock Market ETF (VTI) — None — Sold (part)

Vanguard Total Stock Market ETF (VTI) — Sold (part)

Vanguard Total Stock Market ETF (VTI) — Buy

WisdomTree Trust Large Cap Divid Fund (DLN) — None — Sold (part)

WisdomTree Trust Large Cap Divid Fund (DLN) — Sold (part)

WisdomTree Emerging Markets Equity Income (DEM) — None — Sold (part)

WisdomTree Emerging Markets Equity Income (DEM) — Sold (part)

WisdomTree Emerging Markets Equity Income (DEM) — Buy (add'l)

WisdomTree Emerging Markets Equity Income (DEM) — Sold (part)

WisdomTree Emerging Markets Equity Income (DEM) — Sold

WisdomTree Emerging Markets (DGS) — None — Sold (part)

WisdomTree Emerging Markets (DGS) — Sold (part)

Alger Spectra Fund Class A (SPECX) — Int/Div — Sold (part)

Alger Spectra Fund Class A (SPECX) — Sold (part)

Brandes Emerging Markets Fund Class A (BEMAX) (formerly BEMSX) — Int/Div — Sold (part)

Brandes Emerging Markets Fund Class A (BEMAX) (formerly BEMSX) — Sold (part)

Brandes Emerging Markets Fund Class A (BEMAX) (formerly BEMSX) — Buy (add'l)

Henderson Global Investors European Focus Fund Class A (HFEAX) — Int/Div — Sold (part)

Henderson Global Investors European Focus Fund Class A (HFEAX) — Sold (part)

Henderson Global Investors European Focus Fund Class A (HFEAX) — Buy (add'l)

Henderson Global Equity Income Class A (HFQAX) — Int/Div — Sold (part)

Henderson Global Equity Income Class A (HFQAX) — Sold (part)

Oakmark Int'l Fund Class (OAKIX) — Int/Div — Sold (part)

Oakmark Int'l Fund Class (OAKIX) — Sold (part)

Oakmark Int'l Fund Class (OAKIX) — Buy (add'l)

Blackrock High Yield Bond A (BHYAX) — Int/Div — Sold (part)

Blackrock High Yield Bond A (BHYAX) — Sold (part)

Blackrock High Yield Bond A (BHYAX) — Sold

Eaton Vance Floating Rate Advantage Fund Class A (FAFAX) — Int/Div — Sold (part)

Eaton Vance Floating Rate Advantage Fund Class A (FAFAX) — Sold (part)

Eaton Vance Floating Rate Advantage Fund Class A (FAFAX) — Buy (add'l)

Hartford World Bond Fund A (HWDAX) — Int/Div — Sold (part)

Hartford World Bond Fund A (HWDAX) — Sold (part)

Hartford World Bond Fund A (HWDAX) — Buy (add'l)

RiverNorth/Doubleline Strategic Income Fund (RNDLX) — Int/Div — Sold (part)

RiverNorth/Doubleline Strategic Income Fund (RNDLX) — Sold (part)

TCW Emerging Markets Income Fund Class N(TGINX) — Int/Div — Sold (part)

TCW Emerging Markets Income Fund Class N(TGINX) — Sold (part)

TCW Emerging Markets Income Fund Class N(TGINX) — Sold

Wells Fargo Advantage Intermediate Tax AMT-Free Fund Class A (WFTAX — Int/Div — Sold (part)

Wells Fargo Advantage Intermediate Tax AMT-Free Fund Class A (WFTAX — Sold (part)

Wells Fargo Advantage Intermediate Tax AMT-Free Fund Class A (WFTAX — Sold

Barclays Dynamic Veqtor ETN (VQT) — None — Sold (part)

Barclays Dynamic Veqtor ETN (VQT) — Sold (part)

AMFAX(Y)

First Eagle Global Fund Class A (SGENX) — Int/Div — Sold (part)

First Eagle Global Fund Class A (SGENX) — Sold (part)

First Eagle Global Fund Class A (SGENX) — Buy (add'l)

PIMCO All Assets All Auth-A (PAUAX) — Int/Div — Sold (part)

PIMCO All Assets All Auth-A (PAUAX) — Sold (part)

Artisan Global Opportumties Fund Class Investor (ARTRX) — None — Buy

Franklin/Templeton Global Fund Class A (TPINX) — Int/Div — Buy

Wells Fargo Strategic Municipal Bond Class A (VMPAX) — Int/Div — Buy

Blackrock Global Long/Short Credit Fund A (BGCAX) — Int/Div — Buy

Wells Fargo Advantage Absolute Return Fund CL A (WARAX) — Int/Div — Buy

Wells Fargo Advantage Absolute Return Fund CL A (WARAX) — Buy (add'l)

PIMCO StockPlus Short Strategy Fund A (PSSAXOU(X) — Int/Div — Sold (part)

PIMCO StockPlus Short Strategy Fund A (PSSAXOU(X) — Sold (part)

PIMCO StockPlus Short Strategy Fund A (PSSAXOU(X) — Buy (add'l)

PIMCO StockPlus Short Strategy Fund A (PSSAXOU(X) — Sold (part)

PIMCO StockPlus Short Strategy Fund A (PSSAXOU(X) — Sold

IRA #1 (UBS): (H)

Cash (UBS) — None

JP Morgan Alerian MLP Index (AMJ) — None — Sold

Vanguard Total Stock Market ETF (VTI) — None — Buy (add'l)

Wisdom Tree Trust Large Cap Divid Fund (DLN) — None — Buy (add'l)

Wisdom Tree Emerging Markets Equity Income (DEM) — None — Buy (add'l)

Wisdom Tree Emerging Markets Equity Income (DEM) — Sold (part)

Wisdom Tree Emerging Markets Equity Income (DEM) — Sold

Wisdom Tree Emerging Markets (DGS) — None — Buy (add'l)

Alger Spectra Fund Class A (SPECX) — Int/Div — Buy (add'l)

Henderson Global Investors European Focus Fund Class A (HFEAX) — Int/Div — Buy (add'l)

Brandes Emerging Markets Fund Class A {BEMAX) (formerly BEMSX) — Int/Div — Buy (add'l)

Henderson Global Equity Income Class A {HFOQAX) — Int/Div — Buy (add'l)

Oakmark Int'l Fund Class 1 (OAKIX) — Int/Div — Buy (add'l)

Oakmark Int'l Fund Class 1 (OAKIX) — Buy (add'l)

Blackrock High Yield Bond A (BHYAX) — Int/Div — Sold (part)

Blackrock High Yield Bond A (BHYAX) — Sold (part)

Eaton Vance Floating Rate Advantage Fund Class A (EAFAX) — Int/Div — Buy (add'l)

Franklin/Templeton Global Fund Class A (TPINX) — Int/Div — Buy (add'l)

Oppenheimer Int] Bond FD CL A (OIBAX) — Int/Div — Buy (add'l)

PIMCO Global Advantage Strategy Bond Fund A (PGSAX) — Int/Div — Sold (part)

RiverNorth/Doubleline Strategic Income Fund (RNDLX) — Int/Div — Buy (add'l)

TCW Emerging Markets Income Fund Class N(TGINX) — Int/Div — Sold

Virtus Multi-Sector Short Term Bond Fund Class A INARAX) — Int/Div — Buy (add'l)

Hartford World Bond Fund A (HWDAX) — Int/Div — Buy (add'l)

Barclays Dynamic Vegtor ETN (VQT) — None — Buy (add'l)

AMFAX (Y)

PIMCO StockPlus Trust Short Strategy Fund A (PSSAX) — Int/Div — Buy (add'l)

PIMCO StockPlus Trust Short Strategy Fund A (PSSAX) — Sold (part)

PIMCO StockPlus Trust Short Strategy Fund A (PSSAX) — Sold

First Eagle Global Fund Class A (SGENX) — Int/Div — Buy (add'l)

PIMCO All Assets All Auth-A (PAUAX) — Int/Div — Sold (part)

PIMCO All Assets All Auth-A (PAUAX) — Buy (add'l)

PIMCO All Assets All Auth-A (PAUAX) — Sold (part)

Artisan Global Opportunities Fund Class Investor (ARTRX) — None — Buy

Blackrock Global Long/Short Credit Fund A(BGCAX) — Int/Div — Buy

Wells Fargo Advantage Absolute Return Fund CL A (WARAX) — Int/Div — Buy

Wells Fargo Advantage Absolute Return Fund CL A (WARAX) — Buy (add'l)

IRA #2 (UBS): (H)

Cash (UBS) — None

JP Morgan Alerian MLP Index (AMJ) — None — Sold

Vanguard Total Stock Market ETF (VT) (XxX) — None — Buy (add'l)

WisdomTree Trust Large Cap Divid Fund (DLN) — None — Buy (add'l)

Wisdom Tree Emerging Markets Equity Income (DEM) — None — Buy (add'l)

Wisdom Tree Emerging Markets Equity Income (DEM) — Sold (part)

Wisdom Tree Emerging Markets Equity Income (DEM) — Sold

Wisdom Tree Emerging Markets (DGS) — None — Buy (add'l)

Alger Spectra Fund Class A (SPECX) — Int/Div — Buy (add'l)

Henderson Global Investors European Focus Fund Class A (HFEAX) — Int/Div — Buy (add'l)

Brandes Emerging Markets Fund Class A (BEMAX) (formerly BEMSX) — Int/Div — Buy (add'l)

Henderson Global Equity Income Class A (HFQAX) — Int/Div — Buy (add'l)

Oakmark Int'l Fund Class 1 (OAKIX) — Int/Div — Buy (add'l)

Oakmark Int'l Fund Class 1 (OAKIX) — Buy (add'l)

Blackrock High Yield Bond A (BHYAX) — Int/Div — Sold (part)

Blackrock High Yield Bond A (BHYAX) — Sold

Eaton Vance Floating Rate Advantage Fund Class A (FAFAX) — Int/Div — Buy (add'l)

Franklin/Templeton Global Fund Class A (TPINX) — Int/Div — Buy (add'l)

Hartford World Bond Fund A (HWDAX) — Int/Div — Buy (add'l)

Oppenheimer Intl Bond FD CL A (OIBAX) — Int/Div — Buy (add'l)

PIMCO Global Advantage Strategy Bond Fund A (PGSAX) — Int/Div — Sold (part)

RiverNorth/Doubleline Strategic Income Fund (RNDLX) — Int/Div — Buy (add'l)

TCW Emerging Markets Income Fund Class N(TGINX) — Int/Div — Sold

Virtus Multi-Sector Short Term Bond Fund Class A INARAX) — Int/Div — Buy (add'l)

Barclays Dynamic Veqtor ETN (VQT) — None — Buy (add'l)

AMFAX (Y)

PIMCO StockPlus Trust Short Strategy Fund A (PSSAX) — Int/Div — Buy (add'l)

PIMCO StockPlus Trust Short Strategy Fund A (PSSAX) — Sold (part)

PIMCO StockPlus Trust Short Strategy Fund A (PSSAX) — Sold

First Eagle Global Fund Class A (SGENX) — Int/Div — Buy (add'l)

PIMCO All Assets All Auth-A (PAUAX) — Int/Div — Sold (part)

PIMCO All Assets All Auth-A (PAUAX) — Buy (add'l)

PIMCO All Assets All Auth-A (PAUAX) — Sold (part)

Artisan Global Opportunities Fund Class Investor (ARTRX) — None — Buy

Blackrock Global Long/Short Credit Fund A (BGCAX) — Int/Div — Buy

Wells Fargo Advantage Absolute Return Fund CL A (WARAX) — Int/Div — Buy

Wells Fargo Advantage Absolute Return Fund CL A (WARAX) — Buy (add'l)

Extendquip LLC — None

State of Wisconsin Life Insurance — Int/Div

Wisconsin Retirement System Dept of Emplovee Trust Funds — Interest

Wisconsin Deferred Compensation Program (Hy

Black Rock EAFE Equity - Index Coll T — None

DFA US Micro Cap — Int/Div

BlackRock Mid Cap Index - Collective F — None

Fidelity Contrafund — Int/Div

Vanguard Institutional Index Fund Plus — Int/Div

Federated US Government Securities 2-5 Yr — Int/Div

Stable Value Fund — None

Murphy Desmond 401K Plan -CJF see Section VIII — Sold

American Funds EuroPacific Gr RS — None

Columbia Small Cap Value 11 Z — None

Nuveen Small Cap Select — None

T.Rowe Price Mid-Cap Value — None

Amenica Funds Growth Fund of Amer RS — None

Dodge & Cox Stock — None

Loomis Sayles Bond Inst! — None

PIMCO Total Return Inst! — None

Murphy Desmond 401K Plan - see Section VIII — Sold

American Funds EuroPacific Gr RS — None

Columbia Small Cap Value Il Z — None

Nuveen Small Cap Select — None

T.Rowe Price Mid-Cap Value — None

America Funds Growth Fund of Amer RS — None

Dodge & Cox Stock — None

Loomis Sayles Bond Inst] — None

PIMCO Total Return Inst! — None

IRA #3 (UBS): (H)

Cash (LBS) — None

Royal Bank of Canada Trigger ROS XLF — None — Buy

Deutsche Bank AG Trigger ROS XLK — None — Buy

Barclays Bank PLC Trigger PS DXJ — None — Buy

UBS AG Trigger PS EM EQTY BSKT — None — Buy

Morgan Stanley Trigger PS SPX — None — Buy

HSBC USA Inc Trigger PS SXSE — None — Buy

IRA #3 (UBS): (H)

Cash (UBS) — None

Royal Bunk of Canada Trigger ROS XLF — None — Buy

Deutsche Bank AG Trigger ROS XLK — None — Buy

Barclays Bank PLC Trigger PS DXJ — None — Buy

UBS AG Trigger PS EM EQTY BSKT — None — Buy

Morgan Stanley Trigger PS SPX — None — Buy

HSBC LSA Inc Trigger PS SXSE — None — Buy

401k ACCOUNT (ING): (H)

PIMCO Total Return Fund Inst — None — Buy

PIMCO High Yield Fund Inst — None — Buy

Vanguard Mid-Cap Index Fund Sign — None — Buy

Vanguard Small-Cap Index Fund Sign — None — Buy

Vanguard Total Bnd Mrkt Ind F Sign — None — Buy

Vanguard Tot] Steck Mkt Index Fd Sign — None — Buy

JPMorgan Lrg Cp Growth Fnud R6 — None — Buy

Oppenheimer Global Fund 1 — None — Buy

JPMorgan Equity Income Fund R6 — None — Buy

ING Fixed Account — None — Buy

Member of Board of Trustees - no control of mvestments, Madison Opera, Inc

Member of Board of Directors, Bishops Bay Country Club

Committee Member, Villages of Bishops Bay Architectural Review Committee

Agreement — 1992 — Murphy Desmond S.C. 401K Plan - no control (termmated 6/3/13)

Agreement — 1980 — Wisconsin Deferred Compensation Program « Employee Trust Funds « Prior employer; no control

Agreement — 2003 — Murphy Desmond S.C. Shareholder Compenasation Agreement - Terminated Effective 1/2/2013

Agreement — 1994 — Murphy Desmond S.C. Stock Transfer Agreement - Terminated Effective 1/2/2013

Agreement — 512015720012 — Murphy Desmond S.C. Shareholder Settlement and Release Agreement - termunated mutual obligations under items 3 and 4 above and terminated those agreements

Liability — American Express — Credit Card

Liability — Amcrican Express — Credit Card

Liability — Park Bank Visa — Credit Card

Liability — Amoco — Credit Card

Liability — Nordstrom — Credit Card

Liability — Maucy's — Credit Card

Reimbursement — State Bar of Wisconsin — 0227/13 03/01/13 — Kohler, Wi — BICR Retreat — Registration fee, meals, hotel

Reimbursement — National Conference of Bankruptcy Judges — 10/30:2013 11/02/2013 — Atlanta, GA — NCBJ 2013 Annual Meeting — Hotel

Reimbursement — State Bar of Wisconsin — 11212013 — Madison, Wi — Annual Bankruptcy Update (teach) — Transportation

Income — 2013 — Murphy Desmond S.C. Stock Redemption 1/2/2013 — S$7.500.00

Spouse's income — 2013 — Sweet DeMarb & Associates LLC - salary

Part | ; lines 2 and 3: | resigned from these Boards effective 1/2/2013

Line 193 - 401K funds rolled over into IRA #3

Line 203 - 401K funds rolled over into IRA #4