James Donald Peterson
2014Initial
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What was filed
32
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Godfrey & Khan, S.C
- Associated Banc<Corp - salary and bonus
- Associated Banc-Corp - salary and bonus
As filed
Ally Bank cash account — Interest
Associated Bank cash account — Interest
UW Credit Union cash account — Interest
Promissory Note - Godfrey & Khan, S.C — Interest — Redeemed
Associated Banc-Corp Stock — Int/Div
BMO Financial Group Stock — Int/Div
Fidelity National Information Stock — Int/Div
Amencan Funds EuroPacific Growth Fund — Int/Div
BMO Short-Intermediate Bond Fund — Int/Div — Sold
BMO TCH Intermediate Income Fund — Int/Div — Buy
Columbia Acorn Fund — Int
Columbia Mid Cap Value Fund — Int/Div
CREF Stock — None
Dodge & Cox Stock Fund — Int./y
Fidelity Government Money Market Fund — Ine
Fidelity Small Cap Value Fund — Int/Div
Franklin Templeton Moderate Allocation Fund — Int/Div
Harbor International Institutional Fund — Int/Div
Spartan S00 Index Fund — Int/Div
Spartan Mid Cap Index Fund — Int/Div
Spartan Small Cap Index Fund — Int/Div
T. Rowe Price Growth Stock Fund — Int/Div
Vanguard Institutional Index Fund — Int/Div
Vanguard Balanced Index Fund — Int/Div
Godfrey & Kahn, S.C. Stock — None — Redeemed
GK Phenomenelle Fund LLC Membership — None
2011 Water Street Investors — None — Sold
2011 Water Street Investors 11 — None — Sold
Northwestern Mutual Umiversal Life — Interest — Redeemed
Vanguard S00 Index Fund — Int/Div
Alger Spectra Fund — Int/Div
Nuveen Real Estate Securities Fund — Int
Sharcholder (to April 30, 2014), Godfrey & Khan, S.C
Spouse's income — 2014 — Associated Banc<Corp - salary and bonus
Spouse's income — 2013 — Associated Banc-Corp - salary and bonus
Trust No. 1 has no reportable assets.
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