Mail or fax or email to: Wl Government Accountability Board, P.O.

P.O. Box 7984, Madison, Wl 53707-7984; Fax: (608) 264-9319; Email: gabethics@wi.gov
Statement of Economic Interests
Fi fed i n 2014 l or cal endar
Name:
State position:
(hel d or sought )
Candi date 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.
Sti l l have questi ons? For pri ori ty sewi ce send an e-mai t to: GABEthi cs@wi sconsi n.oov; otherwi se cal l
tsodj -l si l i oza:
**Attach
addi ti onal pages
as needed/pl ease See Instructi ons.**
1. INVESTMENTS.
a) Funds Avai l abl e i n Wi sconsi n Deferred Compensati on Program. These funds are avai l abl e to parti ci pants i n the
Wisconsin Deferred
.Compensation
program
and rnany of them are also available for direct purchase, independent of that
program lf you held an investment of $5,000 or more in any of these funds
-
either directly or through the program -- please
check the appropriate box.
one
' ' r' "
one
$5,000 to
$50,0000
MOre
t han
sf,O OOO
$5,000 to
$s0,0000
More
than
$5,000 to
$s0,000
More
than
'Frollle
$srl*
r
T
n
!
i:i:' l
; gri*ll.Ceo
T
T
Eoild
tr tr
Vanguard
Retirement 2055
Fund
BlackRock Russell 2000
I ndex
-
T
Bl ackRock US
Debt lndex
Fund W
Vanguard
Retirement 2045
Fund
Vanguard
Retirement 2035
Fund
I
l
DFA US Micro Cap
I T
Federated US
Government
Securities 2-5 Yr. I
T
Vanguard
Retirement 2025
Fund
T T
ilH ccb :
T T
Vanguard Long-
Term Investment
Grade Adm
T T
BlackRock Mid Gap
Eouitv lndex
-
F
Vanguard
Retirement 2015
Fund
T r
T. Rowe Price Mid Cap
Growth
tr l
fifielfltad(ai
u
T
Vanguard Admiral
Treasury Money
Market
Vanguard Target
Retirement Income
Fund n tr
Lf,rss"Gap
T u
Fi x6d,
tr tr
Cal vert Soci al
Investment Equi ty I
Stabl e Val ue Fund
fntrnAtlfllal '
T l
Fidelity Contrafund
T T
FDI C Bank Opt i on
T T
American Funds
EuroPacific R6
BlackRock EAFE
Equity Index
-
T
tr tr
Vanguard Institutional
I ndex Fund Pl us
T
T
Bnatleitda
T T
Schwab SDB
Money Market
Vanguard Wellington
Fund
-
Admiral
T l
Schwab SDB
Securities
T T
b) Other Investments List stocks, bonds, limited partnerships, Wisconsin governmental securities, and mutual and money
market funds in which interest was valued at $5.000 or
Quince & Apple loan with interesl
under a busi ness or trade
BUSINESS ACTIVITIES. List businesses, farms, rental, commercial, and income-producing real estate; and business activities
in which you or your family had at least a 10o/o or greater interest.
3.
under a busi ness 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, from
which 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 i n cal endar vear 2013.
4. BUSINESSPARTNERS. For each enterprise reported under ltem 2, list its co-owners, partners,
officers, and directors
(other
than 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 family
residence and real listed in item
6. OFFICERS AND DIRECTORS.
Check if the organization authorized you to represent it in its dealings with
others as an attorney-aflaw, agent, spokesperson, or representative.
Businsses, orqanizations, lobbvists that were customers. clients. or tenants City State
LOCATION OF PROPERTY
Municipality
Or Town
E7560 Troy Village Road
Item#2
List 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 to
it in its with others as an
or listed in or 6.
CREDITORS.
Li st to which
000 or more.
10' ADDITIONAL SOURCES OF INCOME. Li st other sources from whi ch you or your fami ty recei ved i ncome of $1,000 or more
11' ENTERTAINMENT AND GIFTS. List individuals and organizations that provided you with entertainment or gifts (more than
$50) i n 2013.
12. HONORARIA AND EXPENSES. Li st, for 2013.sources of honoraria and payment of expenses related to your state
nt duties
to the Government Accountabilitv Board.
The i The inforftation dought in this form is required by
$$19.43
and 19.44, Wisconsin Sfafufes. Failure to file a completed form may result in
a forfeiture of up to $500. Statements of Economic lnterests are open for public inspection. The Government Accountability Board will
notify you of the identity of any person who examines your Statement. In accordance with g15.04(1)(m),
Wisconsin Siafutes, the
Government Accountability Board states that no personally
identifiable information is likely to be used for'purposes other than those for
which it is collected.
not
BMO Harri s Bank N.A.
EMPLOYERS
t n
JOUTGe
ciw State
Trek Bicycle Corporation
Waterloo
Roth 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 filed
prior 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 an
amendment is necessary to bring it into conformity with the true statement of my economic interests as of December 31 , 201 3. lf any
part has been l eft bl ank, I have done so i ntenti onal l y because there i s nothi ng to report.
Dayti me phone * 608-807-0602
ma
ry@
b u rkefo nrvisco ns i n. com
GAB-904 forCondi dote usei n20t4
{Rev. l 0l t3l