Alan Bond Johnson

2016Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 88

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • DIST
  • Cheyenne Regional Medical Center, Home Health Services
  • I'rust #2, See Explanation and Description at Part VII and Part VII
  • Trust #3, See Explanation and Description at Part VII and Part VII
  • Trust #1, See Explanation and Description at Part VII and Part VII
  • Young Men's Literary Club
  • The American Heritage Center of the University of Wyoming
  • Wyoming Judicial Retirement - Monthly
  • State Employers Retirement - Monthly
  • Lockheed Martin Corp Master Retirement Trust - Monthly

As filed

TRUST #1 "PARENTS TRUST" (H)

CHASE BANK ACCOUNT — Int/Div

CHASE BANK ACCOUNT — Int/Div

CHASE INVESTMENT SERVICES MONEY MARKET ACCT. — Int/Div

ANB BANK — Interest

WELLS FARGO — Interest

ANB BANK - mmm ACCOUNT — Interest

ANB BANK - mmm ACCOUNT (Y)

TRUST #3 “gm REV. TRUST® (H)

FIDELITY BROKERAGE ACCT MONEY MARKET ACCT. — Int/Div

DFA INTERNATIONAL VECTOR EQUITY PORT — Int/Div — Buy (add'l)

DFA INTERNATIONAL VECTOR EQUITY PORT — Buy (add'l)

DFA INTERNATIONAL VECTOR EQUITY PORT — Sold (part)

DFA US CORE EQUITY 1 — Int/Div — Buy (add'l)

DFA US CORE EQUITY 1 — Buy (add'l)

DFA US CORE EQUITY 1 — Sold (part)

DFA EMERGING MRKTS CORE EQL PORTF — Int/Div

FIDELITY CASH CLEARING (Y)

FIDELITY INTERMEDIATE MUNI INCOME — Int/Div — Buy (add'l)

FIDELITY TAX FREE BOND — Int/Div — Buy (add'l)

ISHARES TR INTL DEVELOPED REAL ESTATE ETF — Int/Div

J ISHARES TR IBOXX HIYD ETF — Int/Div — Buy

J ISHARES TR IBOXX HIYD ETF — Sold

ISHARES CORE S&P TOTAL US STOCK — Int/Div — Buy

ISHARES CORE S&P TOTAL US STOCK — Sold

ISHARES CORE US AGGREGATE BOND — Int/Div — Buy

ISHARES CORE US AGGREGATE BOND — Sold

ISHARES TRUST CORE MSC1 EAFE ETF — Int/Div — Buy

ISHARES TRUST CORE MSC1 EAFE ETF — Sold

LOOMIS SAYLES BD INST L — Int — Buy (add'l)

LOOMIS SAYLES BD INST L — Sold (part)

LOOMIS SAYLES BOND RETAIL SHARES — Int/Div — Buy

MERGER FUND — Int/Div — Buy (add'l)

PIMCO TOTAL RETURN ADMIN SHS — Int/Div — Buy (add'l)

PIMCO TOTAL RETURN ADMIN SHS — Sold

PIMCO TOT RET INSTL — Int/Div — Buy (add'l)

PIMCO TOT RET INSTL — Sold (part)

PIMCO COMMODITY REAL RET STRAT ADMIN CL — hy — Buy (add'l)

PIMCO COMMODITY REAL RETURN INST — Int/Div

SPARTAN EMERGING MKT INDEX FUND — Buy

SPARTAN EMERGING MKT INDEX FUND — with Ime 43)

FIDELITY EMERGING MKTS INDEX PREMIUM — Int/Div

SPARTAN REAL ESTATE INDEX FD INVESTOR CL — with line 45)

FIDELITY REAL ESTATE INDEX PREMIUM CL — Int/Div

VANGUARD INDEX FDS VANGUARD REIT ETF — Int/Div

VANGUARD GLOBAL REAL — Int/Div

VANGUARD WHITEHALL FUNDS EMERGING MKT — Int/Div

GATEWAY FUND — Int./hv — Buy (add'l)

PWRSHRES RAFILS 1000 — Int/Div

PWRSHRS RAFI LS 1500 — Int/Div

NEW YORK LIFE INS WHOLE LIFE — Int/Div

WYOMING DEFERRED COMP (H)

OPPENHEIMER GLOBAL — Sold

T ROWE PRICE NEW HORIZON — Sold

ARTISAN MID CAP FUND — Sold

WRS LARGE CAP LS. EQUITY FUND — Int/Div — Buy

WRS LARGE CAP LS. EQUITY FUND — Sold (part) — DIST

WRS INTERNATIONAL EQUITY FUND — Int — Buy

WRS INTERNATIONAL EQUITY FUND — Sold (part) — DIST

WRS SMALL/MID CAP U.S. EQUITY FUND — Int/Div — Buy

WRS SMALL/MID CAP U.S. EQUITY FUND — Sold (part) — DIST

WYOMING STATE RET. SYSTEM BEN ACCT. — Int/Div

XCEL ENERGY — hy

AXA EQUITABLE LIFE INS COMPANY — Int/Div

UNITED STATES AUTO ASSOC — Int/Div

TRUST 44 - ‘pom REV. TRUST" (H)

DODGE & COX INTERNATL STOCK FUNDY)

AMERICAN CAPTIAL WORLD GRWTH & INC.(Y)

AMERICAN NEW WORLD CLASS FI iY)

BRIDGEWAY ULTRA SMALL CO MARKET (Y)

DFA US CORE EQUITY HI (Y)

FIDELITY ADVISOR NEW INSIGHTS CLI)

FIDELITY CASH CLEARING ACCOUNT(Y)

FIDELITY CORE ACCOUNT — Int/Div

FIDELITY INTERMEDIATE MUNI INCOME (Y)

FIDELITY MUNICIPAL INCOME (Y)

GATEWAY FUND CLASS Y (Y)

ISHARES TR INTL DEVELOPED REAL ESTATE ETF(Y)

SHARES CORE S&P TOTAL US STOCK — Int/Div — Buy

SHARES CORE S&P TOTAL US STOCK — Sold

LOOMIS SAYLES BOND RETAIL SHARES (Y)

PIMCO COMMODITY REAL RET STRAT ADMINCL(Y)

PIMCO TOTAL RETURN ADMINISTRATIVE SHS (Y)

POWERSHARES FTSE RAFI US 1000 y)

SPARTAN EMERGING MKT INDEX FUND INVESTOR (Y)

SPARTAN INTL INDEX INVESTOR CLASS (Y)

VANGUARD ALL-WLD EX-US SM CP ET(Y)

WILLIAM BLAIR INTL GROWTH (Y)

Member, Advisory Board, Cheyenne Regional Medical Center, Home Health Services

Trustee, I'rust #2, See Explanation and Description at Part VII and Part VII

Trustee, Trust #3, See Explanation and Description at Part VII and Part VII

Trustee, Trust #1, See Explanation and Description at Part VII and Part VII

Member, Local Discussion Groun, Young Men's Literary Club

Member, Advisory Board, The American Heritage Center of the University of Wyoming

Income — 2016 — Wyoming Judicial Retirement - Monthly — $5269.00

Income — 2016 — State Employers Retirement - Monthly — S46 00

Spouse's income — 2016 — Lockheed Martin Corp Master Retirement Trust - Monthly

Cheyenne Regional Medical Center is the local hospital organization. The provision of nursing and care services to patients in their homes is one of the

services provided through Cheyenne Regional Medical Center. As part of the concern for the quality of patient care, members of the public as well as medical

professionals have been placed on an advisory board, which meets periodically.

Young Mens’ Literary club is a small organization (less than 50 including honoruy and emeriti) that meets weekly during the fall, winter and spring to discuss

current events and review assigned papers. The organization has exsisted for the past 110 years. The Secretary Treasurer receives nominal dues for rent of the

meeting room and keeps meeting minutes that are deposited and preserved in the State Archives.

The American Heritage Center of the University of Wyoming functions as a public trust to collect, preserve and make accessible "a clearly defined set of

primary sources and rare books - reflecting the written mage, and audio history of Wyoming, the Rocky Mountain region, and selected aspects of the American

Past.” (From mission statement of AHC) Reporting party was invited to serve a 4 year term.

Trust #1 is a trust that was established by my parents, It contains financial investments listed on schedule VII that | beleive are the sole finanical interests of the

trust. No portion of the trust is derived from my assets, income or activities or those of my spouse, During 2010 T became successor trustee of the trust and have

therefore listed on Schedule VIL. Iam not an income or prinicpal beneficiary of the trust, however © are beneficiaries. During the reporting

period | did not derive or expect to derive a benefit from the trust.

Trust #2 and Turst #3 were created to implement premartial and estate planning. It is anticipated that additional assets will be placed in the trusts in the future.

Trust #2 holds and controls items listed on Schedule VII, bank accounts at ANB Bank (formerly American National Bank) and Wells Fargo National Bank, Part

VIL Trust #3 holds and controls items listed on schedule VII.

Trust #4 is another trust established by 7 with premartial assets. | am not a trustee or beneficiary of this trust, the assets listed are listed due to the filing

of a joint income tax return in 2016.

Trust #4 - F000 passed away on March 10, 2016. Nearly all assets in [1] revocable trust were transferred to S000 as beneficiaries of the rust. The

transactions that took place prior to the assets being transferred are reported on lines 67 through 89 of this report.

ANB Bank is formerly known as American National Bank.

Trust #3 - Spartan Emerging Mkt Index Fund merged into Fidelity Emerging Mkt. Index Premuim. Spartun Real Estate Index FD Investor CL merged into

Fidelity Real Estate Index Premium CL.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Alan Bond Johnson | Frix