James Donald Peterson

2014Initial

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Pull out the substance of this filing.

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.

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.

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James Donald Peterson | Frix