James Donald Peterson

2015Annual

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Pull out the substance of this filing.

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.

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