| 2024 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $94,507 | $0 | View return |
| 2023 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $77,153 | $0 | View return |
| 2023 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2022 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $81,620 | $0 | View return |
| 2022 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2021 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $77,078 | $0 | View return |
| 2021 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2020 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $71,765 | $0 | View return |
| 2020 | Wisconsin Financial Institutions Group Life Insurance Trust | 990 | Chairman | 1 | $0 | $0 | View return |
| 2020 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2019 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $86,028 | $0 | View return |
| 2019 | Wisconsin Financial Institutions Group Life Insurance Trust | 990 | Chairman | 1 | $0 | $0 | View return |
| 2019 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2018 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $90,735 | $0 | View return |
| 2018 | Wisconsin Financial Institutions Group Life Insurance Trust | 990 | Chairman | 1 | $0 | $0 | View return |
| 2018 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2017 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $68,992 | $0 | View return |
| 2017 | Wisconsin Financial Institutions Group Life Insurance Trust | 990 | Chairman | 1 | $0 | $0 | View return |
| 2017 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2016 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $54,041 | $0 | View return |
| 2016 | Wisconsin Financial Institutions Group Life Insurance Trust | 990 | Chairman | 1 | $0 | $0 | View return |
| 2016 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2015 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $66,063 | $0 | View return |
| 2015 | Wisconsin Financial Institutions Group Life Insurance Trust | 990 | Chairman | 1 | $0 | $0 | View return |
| 2015 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2014 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $53,233 | $0 | View return |
| 2014 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2013 | Tuna Club Santa Catalina Island | 990 | Manager | 40 | $51,281 | $0 | View return |
| 2013 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2012 | Catalina Sea Bass Fund Inc. | 990PF | Director | 1 | $0 | - | View return |