7/27/2020 eFD: Annual Report for 2018 - Johnson, Ron United States Senate Financial Disclosures Annual Report for Calendar 2018 The Honorable Ron Johnson (Johnson, Ron)  Filed 05/15/2019 @ 8:14 AM The following statements were checked before filing: I certify that the statements I have made on this form are true, complete and correct to the best of my knowledge and belief. I understand that reports cannot be edited once filed. To make corrections, I will submit an electronic amendment to this report. I omitted assets because they meet the three-part test for exemption. Part 1. Honoraria Payments or Payments to Charity in Lieu of Honoraria Did any individual or organization pay you or your spouse more than $200 or donate any amount to a charity on your behalf, for an article, speech, or appearance? No Part 2. Earned and Non-Investment Income Did you or your spouse have reportable earned income or non-investment income? No Part 3. Assets Did you, your spouse, or dependent child own any asset worth more than $1000, have a deposit account with a balance over $5,000, or receive income of more than $200 from an asset? Yes Asset Asset Type Owner Value Income Type Income 1 Associated Bank N.A. (Green Bay, WI) Type: Checking, Bank Deposit Joint $100,001 $250,000 Interest, $201 - $1,000 2 Charles Schwab & Co Inc. (San Francisco, CA) Type: Money Market Account Bank Deposit Joint $5,000,001 $25,000,000 Interest, $5,001 - $15,000 https://efdsearch.senate.gov/search/view/annual/69add42a-14e3-4295-b211-1b92d5cbad63/ 1/6 7/27/2020 eFD: Annual Report for 2018 - Johnson, Ron $25,000,000 Type: Money Market Account, 3 Asset Bank HSA (Sheboygan, WI) Type: Money Market Account, Bank AssetDeposit Type Joint Owner $1,001 Value $15,000 Interest, Income Type None Income (or less than $201) 4 Robert W. Baird & Co (Wausau, WI) Type: Money Market Account, Bank Deposit Self $500,001 $1,000,000 Dividends, Interest, $5,001 - $15,000 5 Associated Bank N.A. (Green Bay, WI) Type: IRA Cash Accounts, Filer comment: This is the Goldman Sachs Government Money Market cash account. Bank Deposit Self $500,001 $1,000,000 Interest, $5,001 - $15,000 6 Asociated Bank N.A. (Green Bay, WI) Type: IRA Cash Accounts, Filer comment: This is the Goldman Sachs Government Money Market cash account. Bank Deposit Spouse $50,001 $100,000 Interest, $1,001 - $2,500 7 Wisconsin St Hlth & Edl Rate/Coupon: 5.0% Matures: 12/15/2023 Government Securities Self $100,001 $250,000 Interest, $5,001 - $15,000 8 Pacur, LLC (5% Ownership Interest) Company: Pacur, LLC (Oshkosh, WI) Description: Manufacturing - Plastic Extrusion  Business Entity Self $1,000,001 $5,000,000 Dividends, Rent/Royalties, Interest, Other, (Gross Receipts (before exp) Trade/Business) $50,001 - $100,000 Other $5,484,002.00 9 DP Lenticular, Ltd (9.9% Ownership Interest) Corporate Securities Self $250,001 $500,000 Dividends, $2,501 - $5,000 10 Welsh Property Trust, LLC (0% Ownership Interest at 12/31/18) Company: Welsh Property Trust, LLC (Minneapolis, MN) Description: Multiple commercial and industrial real Business Entity Self None (or less than $1,001) Excepted Investment Fund, $2,501 - $5,000 Municipal Security Limited Liability Company (LLC) Stock Limited Liability Company (LLC) https://efdsearch.senate.gov/search/view/annual/69add42a-14e3-4295-b211-1b92d5cbad63/ 2/6 7/27/2020 eFD: Annual Report for 2018 - Johnson, Ron estate properties across 10 Asset states  Asset Type Owner Value Income Type Income $100,001 $250,000 Excepted Investment Fund, None (or less than $201) 11 Orchard at Picacho, LLC (0.73% Ownership Interest) Company: Orchard at Picacho, LLC (Picacho, AZ) Description: Land Development  Business Entity Self 12 Ronald H. and Jane K. Johnson, LLC (100% Ownership Interest) Company: Ronald H. and Jane K. Johnson, LLC (Oshkosh, WI) Description: Commercial rental real estate  Business Entity Joint 12.1 Ronald H. and Jane K. Johnson, LLC Description: Single Industrial Building / Commercial Rental Real Estate (Oshkosh, WI)  Real Estate Joint $5,000,001 $25,000,000 Rent/Royalties, $100,001 - $1,000,000 13 Receivable Company: Ron Johnson for Senate, Inc. (Washington, DC)  Accounts Receivable Self $250,001 $500,000 Interest, None (or less than $201) 14 Stifel Nicolaus Cust For Jane Johnson Benficiary - Alice Curler Decd IRA (St. Louis, MO) Type: IRA Cash Accounts, Bank Deposit Spouse $250,001 $500,000 Interest, $201 - $1,000 15 Charles Schwab & Co Inc. Brokerage/Managed Account Joint 15.1 SPY - SPDR S&P 500 ETF Description: Exchange Traded Fund (Boston, MA)  Other Securities Joint $1,000,001 $5,000,000 Dividends, $50,001 - $100,000 Limited Liability Company (LLC) Limited Liability Company (LLC) Commercial From a Business https://efdsearch.senate.gov/search/view/annual/69add42a-14e3-4295-b211-1b92d5cbad63/ 3/6 7/27/2020 eFD: Annual Report for 2018 - Johnson, Ron Part 4a. Periodic Transaction Report Summary In this section, electronically filed periodic transaction report (PTR) transactions are displayed for you. Have you filed any paper-based PTRs in this period? No Part 4b. Transactions Did you, your spouse, or dependent child buy, sell, or exchange an asset that exceeded $1,000? Yes # Owner Ticker Asset Name Transacti on Type Transactio n Date 1 Joint SPY SPDR S&P 500 ETF Purchase 2 Joint SPY SPDR S&P 500 ETF 3 Self -- Welsh Property Trust, LLC Amount Comment 02/07/2018 $1,000,001 $5,000,000 -- Purchase 02/08/2018 $1,000,001 $5,000,000 -- Sale (Full) 10/04/2018 $100,001 - $250,000 -- Part 5. Gifts Did you, your spouse, or dependent child receive any reportable gift during the reporting period? No Part 6. Travel Did you, your spouse, or dependent child receive any reportable travel? No Part 7. Liabilities Did you, your spouse, or dependent child have a reportable liability worth more than $10,000 at any time? No Part 8. Positions Did you hold any outside positions during the reporting period? Yes https://efdsearch.senate.gov/search/view/annual/69add42a-14e3-4295-b211-1b92d5cbad63/ 4/6 7/27/2020 eFD: Annual Report for 2018 - Johnson, Ron # Position Dates Position Held Entity Entity Type 1 Mar 2009 to present Director Grammie Jean Foundation, Inc. Nonprofit Organization Dec 1997 to present Other (Member Manager) Ronald H. and Jane K. Johnson, LLC Other (Limited Liability Company) 2 Comments Oshkosh, WI Oshkosh, WI None Part 9. Agreements Did you have any reportable agreement or arrangement with an outside entity? No Part 10. Compensation If this is your first report, or you are a candidate did you receive compensation of more than $5,000 from a single source in the two prior years? This is not my first report. Attachments & Comments No attachments added. No comments added. https://efdsearch.senate.gov/search/view/annual/69add42a-14e3-4295-b211-1b92d5cbad63/ 5/6 7/27/2020 eFD: Annual Report for 2018 - Johnson, Ron https://efdsearch.senate.gov/search/view/annual/69add42a-14e3-4295-b211-1b92d5cbad63/ 6/6