Wayne E. Johnson
2018Annual
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What was filed
68
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Custodial Account #2
- Custodial Account #5
As filed
IRA #2
IRA #1
Trust 48
Charles Schwab Cash/Money Market Account — Interest
Schwab 1000 Index Fund — None — Sold
SPDR Gold Trust: GLD — None — Buy
Charles Schwab Cash/Money Market Account — Interest
Schwab 1000 Index Fund — None — Sold
SPDR Gold Trust: GLD — None — Buy
IRA #3
Charles Schwab Cash/Money Market Account — Interest
SPDR Gold Trust: GLD — None — Buy (add'l)
SPDR Gold Trust: GLD — Buy (add'l)
IRA #4
Charles Schwab Cash/Money Market Account — None
Schwab 1000 Index Fund — Int/Div
IRA HS
Charles Schwab Cash/Money Market Account — None
Schwab 1000 Index Fund — Int/Div
Custodial Account #2
Charles Schwab Cash/Money Market Account — Interest
Schwab 1000 Index Fund — Int/Div — Buy
Schwab 1000 Index Fund — Sold (part)
Custodial Account 25
Charles Schwab Cash/Money Market Account — Interest
Schwab 1000 Index Fund — Int/Div — Buy
Schwab 1000 Index Fund — Sold (part)
Trust #1
Partial Interest Rent Prop, Maricopa County, AZ — Rent
Trust £2
Fidelity Investments Cash Account — Interest
Fidelity Government Money Market Fund — Int/Div — Sold (part)
Fidelity Government Money Market Fund — Sold (part)
Fidelity Government Money Market Fund — Sold
Trust 43
Fidelity Investments Cash Account — Interest
Fidelity Government Money Market Fund — Int/Div — Sold (part)
Fidelity Government Money Market Fund — Sold (part)
nmww — Sold (part)
mmnw — Sold (part)
Trust #24
Fidelity Investments Cash Account — Interest
Fidelity Government Money Market Fund — Int/Div — Buy (add'l)
Trust #5
Fidelity Investments Cash Account — Interest
Fidelity 500 Index Premium Class — Sold
Fidelity Government Money Market Fund — Int/Div — Buy
Trust #6
Fidelity Investments Cash Account — Interest
Fidelity S00 Index Premium Class — Sold
Fidelity Government Money Market Fund — Int/Div — Buy
Trust #7
Fidelity Investments Cash Account — Interest
Fidelity S00 Index Premium Class — Sold
Fidelity Government Money Market Fund — Int/Div — Buy
Fidelity Investments Cash Account — Interest
Fidelity 500 Index Premium Class — Sold
Fidelity Government Money Market Fund — Int/Div — Buy
Brokerage Account #)
Charles Schwab Cash/Money Market Account — Interest
Schwab 1000 Index Fund — Int/Div — Sold
wmuw — Buy
Brokerage Account #2
Fidelity Government Money Market Fund — Int/Div — Buy (add'l)
Fidelity Government Money Market Fund — Buy (add'l)
Fidelity Government Money Market Fund — Buy (add'l)
Bank of America accounts — Interest
JP Morgan Chase accounts — None
Custodian, Custodial Account #2
Custodian, Custodial Account #5
Part I: From time to time, | serve as a member of an informal advisory board for an educational program for minors which another individual runs as a sole
proprietor. Iam not the sole proprietor and | am entirely unrelated to the person who owns and runs the educational program. Since the educational program
is organized as 4 sole proprictorship, there gre no actual directors and, therefore, my involvement as a member of an informal advisory board does not appear to
constitute a reportable position. | am an informal advisor not an actual board member or officer.
Part VII: Custodial account #3 was closed in 2017, Therefore, it was not included on this report,
Part VII: My claim in the bankruptcy case of Brobeck, Phleger & Harrison was listed on my 2017 report but it became worthless in 2017. The bankruptcy
trustee filed his final report in the Brobeck bankruptcy case und made final distributions in 2017. In addition, the trustee filed & motion in the case in carly 2018
proposing to give a small amount of excess cash to charity (instead of distributing the money to creditors). Therefore, my claim in the Brobeck bankruptcy case
ceased to have any value in 2017 and, therefore, is not included on this report for 2018.
Part VII: With respect to line 37, the trust continues to own the partial interest in the real property. The percentage of partial ownership increased in 2018 by gift
(i.e. not by purchase) and the gift is not otherwise reportable.
Part VII: With respect to trust #2, the trust disbursed all its assets in 2018. Its only asset (the Fidelity account) was emptied during 2018 and closed on December
20, 2018. Fidelity made a last unexpected disbursement of 53 cents in early January of 2019,
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.