Alan Bond Johnson
2017Annual
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What was filed
67
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
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
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 — Int/Div
WELLS FARGO — Int/Div
ANB BANK — Int/Div — Open
ANB BANK - gmmm ACCT — Int/Div
TRUST “3 pm. TRUST" (H)
FIDELITY BROKERAGE ACCT MONEY MARKET ACCT. — Int/Div
CREDIT SUISSE COMMON RETURN STRATEGY A — Int/Div — Buy
DFA INTERNATIONAL VECTOR EQUITY PORT — Int/Div — Buy (add'l)
DFA COMMODITY STRATEGY POR INSTL — Int/Div — Buy
DFA COMMODITY STRATEGY POR INSTL — Buy (add'l)
DFA COMMODITY STRATEGY POR INSTL — Sold (part)
DFA US CORE EQUITY II — Int/Div — Sold (part)
DFA US CORE EQUITY II — Buy (add'l)
DFA EMERGING MRKTS CORE EQL PORTF — Int/Div — Buy (add'l)
FIDELITY REAL ESTATE INDEX PREMIUM CL — Int/Div
FIDELITY EMERGING MKTS INDEX PREMIUM — Int/Div — Sold
FIDELITY INTERMEDIATE MUNI INCOME — Int/Div — Sold (part)
FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)
FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)
FIDELITY TAX FREE BOND — Int/Div — Sold
FIDELITY US BOND INDEX PREMIUM CLASS — Int/Div — Buy
FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)
FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)
FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)
FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)
FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)
FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)
FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)
FIDELITY TOTAL MKT INDEX PREMIUM — Int/Div — Buy
ISHARES TR INTL. DEVELOPED REAL ESTATE ETF — Int/Div
LOOMIS SAYLES BD INST L — Int/Div — Sold
LOOMIS SAYLES BOND RETAIL SHARES — Int/Div — Sold
MERGER FUND — Int/Div — Sold
SPIMCOTOTRETINSTL — hy — Sold
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Int/Div — Sold
PIMCO COMMODITY REAL RETURN INST — Int — Sold
PIMCO HIGH YIELD ADMINISTRATIVE SHS — Int/Div — Buy
PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)
PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)
VANGUARD INDEX FDS VANGUARD REIT ETF — Int/Div
VANGUARD GLOBAL REAL — Int/Div
VANGUARD HI YIELD CORPORATE ADMIRAL — Int/Div — Buy
VANGUARD HI YIELD CORPORATE ADMIRAL — Buy (add'l)
VANGAURD INTERMEDIATE TAX EXEMPT ADMIRAL — Int./hv — Buy
VANGAURD INTERMEDIATE TAX EXEMPT ADMIRAL — Buy (add'l)
VANGUARD WHITEHALL FUNDS EMERGING MKT — Int/Div — Buy (add'l)
VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)
VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)
GATEWAY FUND — Int/Div — Sold
PWRSHRS RAFI LS 1000 — Int/Div
PWRSHRS RAFI LS 1500 — hy — Sold (part)
NEW YORK LIFE INS WHOLE LIFE — Int/Div
WYOMING DEFERRED COMP (H)
WRS LARGE CAP LS EQUITY FUND — Int — Sold (part) — DIST
WRS INTERNATIONAL EQUITY FUND — Int/Div — Sold (part) — DIST
WRS SMALL/MID CAP US EQUITY FUND — Int/Div — Sold (part) — DIST
WYOMING STATE RET. SYSTEM BEN ACCT. — Int/Div
XCEL ENERGY — Int/Div
AXA EQUITABLE LIFE INS COMPANY — hy
UNITED STATES AUTOMOBILE ASSOC, — Int/Div
LOAN OAK FUND, LLC — Int/Div — Buy
TRUST #4 "SPOUSE REV. TRUST" (H) Yr
FIDELITY CORE ACCOUNT (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 Group, Young Men's Literary Club
Member, Advisory Board, The American Heritage Center of the University of Wyoming
Income — 27 — Wyoming Judicial Retirement - Monthly — $5.269.11
Income — 2007 — State Employers Retirement - Monthly — $406.71
Cheyenne Regional Medical Center is the local hospital organization. The provision of nursing and care services to patients in their home 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 Meas’ Literary Club is a small organization {less than 50 including honoray 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 image, 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 schdule VII that | believe are the sole financial interest of the trust,
No portion of the trust is derived from my assets, income or activities. During 2010 I became successor trustee of the trust and have therefore listed on Schedule
VIL. 1am not an income or prinicipal beneficiary of the trust, however, JINN are beneficiaries. During the reporting period 1 did not derive or expect
to derive a benefit from the trust.
Trust #2 and Trust #3 were created to implement premarital 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 and Wells Fiurgo National Bank. Trust #3 holds and controls items listed on
Schedule VII.
Trust #4 is another trust established by JIN, who passed away on March 10, 2016, with premarital assets, | am not a trustee or beneficiary of this trust,
Assets of the trust were previously included due to the filing of a joint tax return,
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.