# William Paul Johnson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/24240

## Record

- **Judge:** William Paul Johnson
- **Year:** 2007
- **Pages:** 8

## Text

Brokerage Acct/Wells Fargo
IBM com. stock — Int/Div — sale
GE com. stock — Int/Div — sale
Wells Fargo Bank — Interest
F&S Asset Management Group, Inc. (IRA custodian)
Apache Corp. com stock — Int/Div
Bank of Amer. com stock — Int/Div
Chevron Corp. com stock — Int/Div
Coca Cola com stock — Int/Div
Ebay com stock — None
Exxon Mobile com stock — Int/Div
Ford Motor Co. com stock — Int/Div
Freeport McMoran Inc. com stock (acquired Phelps Dodge) — Int/Div — acquisition
Phelps Dodge com. stock — Int/Div — acquisition
General Electric com stock — Int/Div
Intel com stock — Int/Div
Microsoft com stock — Int/Div
Peabody Ener. com. stock — Int/Div
Patriot Coal Corp. com. stock (spin off from Peabody Ener) — Distribution — acquisition
Pfizer Corp. com stock — Int/Div
Proctor & Gamble c.stock — Int/Div
US Bancorp com stock — Int/Div — buy
United Parcel Service com stock — Int/Div — buy
Touchstone Money Market Class S (TMSXX) — Int/Div
Ishares MSCI E.M.LF. (EEM) — Int/Div — sell
IShares TR MSC EAFE Index Fd. (EFA) — Int/Div
Streettracks Gold TR SHS (GLD) — Int/Div
Proshares TR Ultra S&P 500 (SSO) — Int/Div — buy
Custodial Account #1
American Cent. Select Fund — Int/Div
Custodial Account #2
American Cent, Select Fund — Int/Div
Custodial Account #3
Estate #1 (Conservatorship)
Conservator a, Estate #1 remem ———————————————— oe
Board Member imran eeeeteeme sem—————_S Sesame Sere em saree, Great Southwest Council, Boy Scouts of America rr ——————t————— A ——————————————————— ees
Agreement — 2007 — oo ha a NM State Employees Pension Fund; pension at age 64; no control —_—
Liability — American Express — Credit Card
Reimbursement — Chaves County Bar Asssoc. — Roswell, NM
Spouse's income — 2007 — State of New Mexico, retirement pension
Spouse's income — 2007 — Self employed, consultant
Spouse's income — Chase — credit card
Part I, Line 1: Court appointed Conservator for DE compensation.

Part VII. Investments and Trusts:

--Line 1: Brokerage account/Wells Fargo only has a small sum of cash, as all stocks in the account were sold during reporting period.

--Lines 13, 14: In March of 2007, Freeport-McMoRan Copper & Gold (FCX) acquired Phelps Dodge (PG) in an all cash and stock deal. Shares of FCX were

based on number of shares of PG owned in March of 2007.

--Line 19: In November of 2007, Peabody Energy Corporation (BTU) spun off Patriot Coal corp (PCX). Existing shareholders of Peabody received shares of

Patriot based on the number of shares of Peabody.

--Line 34: Conservatorship became effective 11/16/06 and continued through 2007. The assets of the Conservatorship are listed except for the Conservatee's

personal residence which is not listed because it is a personal residence encumbered by a note and secured by a mortgage.

--Line 35: Bank of America accounts consist of two checking accounts. The first account is for the Conservatee where the monthly pension check is deposited and

where the Conservatee's personal and household expenses are paid. The second account is the Conservatee's rental property account where rents are deposited and

rental expenses are paid.

--Lines 37, 38, and 39: Rental properties are located in Albuquerque, Bernalillo County, New Mexico.

--Line 40: Rental property is located in Rio Rancho, Sandoval County, New Mexico.

--Lines 39 and 40: Convervatorship was established as a result of elderly exploitation. Litigation was initiated to recover assets of Conservatee. In 2007, a

settlement was reached whereby the property identified in line 39 was sold and the net proceeds went to Conservatee which resulted in part in the addition of the

certificates of deposit referenced in line 36. As part of the settlement, the rental property listed in line 40 was transferred or conveyed to

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/24240. Public record. Not legal advice.
