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Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard...

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Official Name: Summerfield, Robert L. Agency or Office: Legislature Position Title: Assembly-District 67 Position Title: Assembly-Candidate- District 67 a)Funds Available in Wisconsin Deferred Compensation Program Information current as of December 31, 2019 PROFILE SERIES
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Page 1: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

Official Name: Summerfield, Robert L.

Agency or Office: Legislature

Position Title: Assembly-District 67

Position Title: Assembly-Candidate- District 67

a)Funds Available in Wisconsin Deferred Compensation Program

Information current as of December 31, 2019

PROFILE SERIES

Page 2: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

Name of Security None $5,000 to $50,000 More Than $50,000

Vanguard Retirement 2055

Vanguard Retirement 2045

Vanguard Retirement 2035

Vanguard Retirement 2025

Vanguard Retirement 2015

Vanguard Target RetirementIncome

Name of Security None $5,000 to $50,000 More Than $50,000

American Euro Pacific Growth

BlackRock EAFE Equity Index

Name of Security None $5,000 to $50,000 More Than $50,000

BlackRock Russell 2000 Index

DFA US Micro Cap Portfolio

Name of Security None $5,000 to $50,000 More Than $50,000

BlackRock Mid Cap Equity Index

T Rowe Price Mid Cap Growth

Name of Security None $5,000 to $50,000 More Than $50,000

Calvert Social Investment Equity

Fidelity Contrafund

Vanguard Institutional Index Plus

Vanguard Wellington - AdmiralShares

Name of Security None $5,000 to $50,000 More Than $50,000

BlackRock US Debt Index

Federated US GovernmentSecurities 2-5yrs

Vanguard Long-term InvestmentGrade Adm Shares

Name of Security None $5,000 to $50,000 More Than $50,000

Vanguard Admiral Treasury MoneyMarket

Name of Security None $5,000 to $50,000 More Than $50,000

Stable Value

FDIC Bank Option

INTERNATIONAL

SMALL CAP

MID CAP

LARGE CAP

BOND

MONEY MARKET

FIXED RETURNS FOR THEQUARTER

Page 3: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

b) Other Investments.

WISCONSIN GOVERNMENTAL SECURITY

Name of Security None $5,000 to $50,000 More Than $50,000

STOCK

Name of Security None $5,000 to $50,000 More Than $50,000

MUTUAL FUND OR MONEY MARKET FUND

Name of Security None $5,000 to $50,000 More Than $50,000

American Funds

Ameriprise

Edward Jones - Roth IRA

LIMITED PARTNERSHIP

Name of Security None $5,000 to $50,000 More Than $50,000

BOND

Name of Security None $5,000 to $50,000 More Than $50,000

Page 4: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

a) Enterprises operating under a business or trade name:

# Name of Business Nature of Business City County State

1 Chippewa Valley Land Title Title company Bloomer Chippewa WI

b) Enterprises not operating under a business or trade name:

# Name of Business Nature of Business City County State

Business Partners.

# Name of Business Partners,or Officers and Directors City State

1 Chippewa Valley Land Title Randy and Sue Summerfield Bloomer WI

Page 5: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

Commercial Customers, Clients, and Tenants.

# Name of Customers City State Spokesperson

Non-Commercial Real Estate.

# Location of Property Municipality or town County State Nature of interest

Officers and Directors.

Page 6: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

# Business or Organization City State Position

Agent, Representative or Spokesperson.

# Business or Organization City State

Creditors.

# Ceditor City State $5,000 to $50,000 More Than $50,000

1 Bankers Bank Madison WI

Page 7: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

2 RCU Eau Claire WI

# Ceditor City State $5,000 to $50,000 More Than $50,000

Information covers entire calendar year of 2019

Employers.

# Name of Business City State Nature of Business

1 A-1 Express Bloomer wi Trucking Co.

2 Bloomer Bowl Bloomer WI Bowling Center

3 Chippewa Valley Land Title Bloomer WI Title company

4 Two Acres Supper Club Bloomer WI Food Service

5 White Pine Pavillion Bloomer WI Banquet Hall

# Source of Income City State

Page 8: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

# Name of Provider City State

# Payer Expenses Value Honorarium Amount Circumstances of receipt

Page 9: Official Name: Summerfield, Robert L. Agency or Office ... · Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement

Due Date: 4/30/2020

Certified Date: 4/28/2020

I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interestsis true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of EconomicInterests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutoryfiling deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have doneso intentionally because there is nothing to report.

The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to filea completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection.The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordancewith Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely tobe used for purposes other than those for which it is collected.

If Filing a paper copy please sign and date:

Signature: __________________________________________

Date : __________________________________________


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