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Pull out the substance of this filing.

What was filed

  • 12

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • WYOMING NATIONAL GUARD, CHEYENNE, WYO.
  • UNITED MEDICAL CENTER, HOME HEALTH SERVICES
  • TRUST #2, See Explanation and Description at Part VIII and Part VII
  • TRUST #3, See Explanation and Description at Part VIII and Part VII
  • TRUST #1, See Explanation and Description at Part VIII and Part VII
  • Lockheed Martin Corp Master Retirement Trust

As filed

TRUST #1 — Int/Div

CHASE INVESTMENT SERVICES — Int/Div

CHASE BANK ACCTS

TRUST #2 — Interest

AMERICAN NATL BANK ACCOUNT — Interest

WELLS FARGO BANK ACCOUNT — Interest

TRUST #3 — Int/Div

EXCEL ENERGY, INC — Int/Div — Sold

AMERICAN NATL BANK ACCOUNT

FIDELITY SHORT-INTER MUNI INCOME — Int/Div — Sold

NEW YORK LIFE INS. WHOLE LIFE — Int/Div

UNITED SERVICES AUTO ASSOC — Distribution

FORMER MEMBER (RETIRED), WYOMING NATIONAL GUARD, CHEYENNE, WYO.

MEMBER, ADVISORY BOARD, UNITED MEDICAL CENTER, HOME HEALTH SERVICES

TRUSTEE, TRUST #2, See Explanation and Description at Part VIII and Part VII

TRUSTEE, TRUST #3, See Explanation and Description at Part VIII and Part VII

TRUSTEE, TRUST #1, See Explanation and Description at Part VIII and Part VII

Spouse's income — 2009 — Lockheed Martin Corp Master Retirement Trust

Cheyenne Frontier Days is a non-profit corporation that organizes and sponsors and week-long western celebration and rodeo for the benefit of the community

Through the Old West Museum it also seeks to collect and preserve historical material from this region as well as a collection of historical carriages and period

clothing. The Board of Directors reviews the operation and management of the organization to insure that the mission and objectives are followed. My term of

service on the Board of Directors ended on October 4, 2008

United 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 United Medical Center. As part of the concer 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

The Federal Judges Association is an organization composed of Federal Judges. Its objectives are to seek to improve the salary, benefits, and working conditions

of the Federal judiciary through educational programs, support of legislative initiatives and working closely with the Administrative Offices of United States

Courts. The organization is supported by the voluntary payment of dues by its members. I am currently the representative from my circuit on the board and report

to the judges in my circuit

My service as a Circuit representative to the Federal Judges Association ended in 2007

1 have deleted Living Trust #1 from VII Investments and Trusts because it is a financial vehicle that was during the reporting period solely under the control of

Lime

It contained financial interests that are the sole financial interests and responsibility of}

No portion of the trust is derived from my assets,

‘income or activities or those 0

I have no knowledge of the financial transactions other having ‘been told that it was created and what the approximate

value is. During the reporting oo 1 "did not derive or expect to derive a benefit from the trust. See letter from Committee on Financial Disclosure, dated

August 8, 2008

The American College of Trial Lawyers is a national organization of lawyers, who are dedicated to support and improve courts in the United States and to maintain

high standards of professional conduct within the practice of law. Among the many activities under the auspices of the organization is an annual meeting which

was held in July, 2005 at Grand Teton National Park, Jackson, Wyoming. | was invited to attend and speak at the conference on environmental issues confronting

the federal court in Wyoming and the region. A framed wildlife photograph was presented to each of the speakers. I did not attend any function of The American

College of Trial Lawyeer in 2006, and anticipate that my participation was a only for the purpose of presenting the education program in 2005

In Part VII I have unintentionally omitted reference in past years to a paid policy of whole life insurance on my life with New York Life Insurance Company. New

York Life Insurance and the Cash Value has been listed to correct this error.

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 2 and 3, bank accounts at American National Bank and Wells Fargo National Bank, Part VII. Trust #3 holds and controls items

4, 6 and 7, the Xcel Energy shares, the American National Bank account, and the Fidelity Cash Reserves account respectively. These listings have been expressed

in the aggregate method in Part VII

The First Interstate Bank account was closed when the mortgage on’

re

bata

isis

was paid in full during the reporting period (2007)

Wyoming Deferred Compensation Plan is a program for State Employees to deposit eamnings for deferred tax investment. I receive reports entitled W;yoming

Retirement System 457 Deferred Compensation Plan c/o Great West Retirement. There are various options that an employee may use for investment. My

contribution is presently in what is called Stable Value Fund which has the stated purpose of preserving the value of the investment with fixed income securities,

U.S. Treasury debt, and corporate based mortgage debt instruments. In 2010 it became incombant upon the undersigned to take distributions from this plan and

pay tax on the income. If all goes as directed, a sum will be withdrawn each year and will be taxed

Young Mens' Literary Club is a small organization (less than 50 including honorary and emeriti) that meets weekly during the Fall, Winter and Spring to discuss

current events and review assigned papers. The organization has existed 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

In 2010 the death of a family member resulted in Trust #1 becoming active and the appointment of the undersigned as trustee for purposes of distribution of the

cash in various accounts at Chase Bank. For that reason Trust #1 is now listed

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.

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