# Alan Bond Johnson > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15996 ## Record - **Judge:** Alan Bond Johnson - **Year:** 2016 - **Report type:** Annual - **Pages:** 11 ## Text 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15996. Public record. Not legal advice.