James Donald Peterson
2015Annual
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What was filed
27
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust No.
- Associated Banc<Corp - salary and bonus
As filed
Ally Bank cash account — Interest
Associated Bank cash account — Interest
UW Credit Union cash account — Interest
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 TCH Intermediate Income Fund — Int/Div
Columbia Acorn Fund — Int/Div — Sold
Columbia Mid Cap Value Fund — Int/Div
CREF Stock — None
Dodge & Cox Stock Fund — Int/Div
Fidelity Government Money Market Fund — Int/Div
Fidelity Small Cap Value Fund — Int./y
Franklin Templeton Moderate Allocation Fund — Ine
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
GK Phenomenelle Fund LLC Membership — None
Vanguard 500 Index Fund — Int/Div — Sold
Alger Spectra Fund — Int/Div — Sold
Nuveen Real Estate Securities Fund — Int/Div — Sold
Eagle Mid Cap Growth — Int/Div — Buy
Co-trustce, Trust No.
Spouse's income — 2015 — Associated Banc<Corp - salary and bonus
Trust No. 1 has no reportable assets.
Part VII, Line 24, 25 and 26 should have been reported as sold in previous Financial Disclosure Reports; | have disclosed the transactions in this year's Report.
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