Mary Burke SEI
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Transcript of Mary Burke SEI
Mail or fax or email to: Wl Government Accountability Board, P.O. Box 7984, Madison, Wl 53707-7984; Fax: (608) 264-9319; Email: [email protected]
Statement of Economic InterestsFifed in 2014 lor calendar
Name:
State position:
(held or sought)
Candidate for Governor(include agency, division, branch or district, it appticantel
FOR EXPLANATIONS' EXAMPLES AND EXCEPTIONS SEE THE INSTRUCTIONS OR VISIT OUR WEBSTTE AT htto://oab.wi.oov.Still have questions? For priority sewice send an e-mait to: [email protected]; otherwise call tsodj-lsilioza:**Attach additional pages as needed/please See Instructions.**
1. INVESTMENTS.a) Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in theWisconsin Deferred .Compensation program and rnany of them are also available for direct purchase, independent of thatprogram lf you held an investment of $5,000 or more in any of these funds - either directly or through the program -- pleasecheck the appropriate box.
one ' ' r '" one$5,000 to$50,0000
MOrethan
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$5,000 to$s0,0000
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I TFederated USGovernmentSecurities 2-5 Yr. I T
VanguardRetirement 2025Fund T T ilH ccb :
T TVanguard Long-Term InvestmentGrade Adm T TBlackRock Mid Gap
Eouitv lndex - FVanguardRetirement 2015Fund T r T. Rowe Price Mid Cap
Growth tr lfifielfltad(ai u TVanguard Admiral
Treasury MoneyMarket
Vanguard TargetRetirement IncomeFund n tr Lf,rss"Gap
T u Fix6d, tr trCalvert SocialInvestment Equity I
Stable Value Fund
fnt€rnAtlfllal '
T lFidelity Contrafund
T TFDIC Bank Option
T TAmerican FundsEuroPacific R6
BlackRock EAFEEquity Index - T tr tr Vanguard Institutional
Index Fund Plus T TBnatleitda
T TSchwab SDBMoney Market
Vanguard WellingtonFund - Admiral T l
Schwab SDBSecurities T T
b) Other Investments List stocks, bonds, limited partnerships, Wisconsin governmental securities, and mutual and moneymarket funds in which interest was valued at $5.000 or
Quince & Apple loan with interesl
under a business or trade
BUSINESS ACTIVITIES. List businesses, farms, rental, commercial, and income-producing real estate; and business activitiesin which you or your family had at least a 10o/o or greater interest.
3.
under a business or trade name list here.
COMMERCIAL CUSTOMERS, CLIENTS, AND TENANTS. For each unincorporated business, subchapter S corporation,service corporation (SC), limited liability company (LLC), partnership, or income-producing real estate reported in ltem 2, fromwhich the filer or a member of the filer's immediate family received $10,000 or more in 2013, list businesses,organizations, and lobbyists that paid the $'10,000 or more in calendar vear 2013.
4. BUSINESSPARTNERS. For each enterprise reported under ltem 2, list its co-owners, partners,officers, and directors (otherthan unless the information is already registered with the Wisconsin Deoartment of
5. NON-COMMERCIAL REAL ESTATE. List the specific location of WSCONSIN REAL ESTATE in which you or your familyresidence and real listed in item
6. OFFICERS AND DIRECTORS.
Check if the organization authorized you to represent it in its dealings withothers as an attorney-aflaw, agent, spokesperson, or representative.
Busin€sses, orqanizations, lobbvists that were customers. clients. or tenants City State
LOCATION OF PROPERTYMunicipality
Or TownE7560 Troy Village Road
Item#2List organizations of which you or a family member was an officer or director (unless listed in
7. AGENT, REPRESENTATIVE OR SPOKESPERSON.List each organization that authorized you or a family member toit in its with others as an or listed in or 6.
CREDITORS. List to which 000 or more.
10' ADDITIONAL SOURCES OF INCOME. List other sources from which you or your famity received income of $1,000 or more
11' ENTERTAINMENT AND GIFTS. List individuals and organizations that provided you with entertainment or gifts (more than$50) in 2013.
12. HONORARIA AND EXPENSES.List, for 2013.sources of honoraria and payment of expenses related to your statent duties to the Government Accountabilitv Board.
The iThe inforftation dought in this form is required by $$19.43 and 19.44, Wisconsin Sfafufes. Failure to file a completed form may result ina forfeiture of up to $500. Statements of Economic lnterests are open for public inspection. The Government Accountability Board willnotify you of the identity of any person who examines your Statement. In accordance with g15.04(1)(m), Wisconsin Siafutes, theGovernment Accountability Board states that no personally identifiable information is likely to be used for'purposes other than those forwhich it is collected.
not
BMO Harris Bank N.A.
EMPLOYERS
tnJOUTGe ciw State
Trek Bicycle Corporation WaterlooRoth Corporation Denver
I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true,complete, and correct 1o the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filedprior to December 31"' for an election in the following year, I certify that I will amend it on or before the statutory filing deadline if anamendment is necessary to bring it into conformity with the true statement of my economic interests as of December 31 , 201 3. lf anypart has been left blank, I have done so intentionally because there is nothing to report.
Daytime phone * 608-807-0602
ma ry@ b u rkefo nrvisco ns i n. com
GAB-904 forCondidote usein20t4 {Rev. l0lt3l