William T. Thurman
2017Annual
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Pull out the substance of this filing.
What was filed
25
investments
1
positions
0
gifts
0
agreements
0
debts
7
reimbursements
0
income
0
spouse income
Named parties
- Utah Bankruptcy Lawyers Forum
- American Bankruptcy Institute
- Norton Institute on Bankruptcy Law
- Nanonal Conference of Bankruptcy Judges
- Federal Bar Associthion of Utah
- Dete Salada ade
- Utah State Bar Association
As filed
Savings, checking Accuts
Mountain America Credit Union — Interest
Zions First National Bank checking and savings — Interest
Broker #1 Account
Eaton Vance Tx Mngd Value C Fund — Int/Div
New England Life (funds held for filer as cash values)
BlackRock Bnd Inc. Prt fund — Int/Div
BR Ultra Short Term Bond — Int/Div
MetLife Stock Index Fund — Int/Div
MFS Value Portfolio Fund — Int/Div
L/S Small Cap Fund — Int/Div
Baillie Intnl Stock fund — Int/Div
MUWellCoEquityOpp fund. See Part VIII — Int/Div
Jenison Growth Fund — Int/Div
IRA Broker £2 (same as Broker #1)
DA Davidson Money Market Fund — Int/Div — Sold
401K) Broker #4 Account:
American Cenury Retirement 2035 Trust n — Int/Div
Utah Educational Savings Plan, Age Based Gr, Mv529; see Part VIII — Int/Div
Broker #3 Account
Fidelity Focused Stock Fund — Int/Div
Janus Balanced Fund C1 T — Int/Div
United Comm Bk Sr Nt 6% — Int/Div — Redeemed
Fidelity 500 Index Premium Class — Int/Div
Fidelity Total Bond Fund — Int/Div — Buy
Board of Trustees, Utah Bankruptcy Lawyers Forum
Reimbursement — American Bankruptcy Institute — Jan. 25, 26 und 27. 2017 — Denver, Colorado — Speak at seminar — meals, lodging, travel expense and tuition waiver
Reimbursement — Norton Institute on Bankruptcy Law — Feb. 4. 5 and 6, 2017 — Park City, Utah — Speak at seminar — meals, lodging and non waiver
Reimbursement — Nanonal Conference of Bankruptcy Judges — March 14, and 15, 2017 — Charleston, S.C — Committee Chair, Mad year meeting — meals, lodging, travel expenses
Reimbursement — Federal Bar Associthion of Utah — May 12,2017 — St. George, Utah — Speak at seminar — tuition, meals
Reimbursement — Dete Salada ade — rg BI A wT i Toa ain as chair of NCBJ lesiglative comm
Reimbursement — Utah State Bar Association — July 26-30 2017 — Sun Valley, Ida — Attend Annual Bar Convention — meals, lodging, travel expenses
Reimbursement — the FIA and the MIA; visits w/ Congres
Line 18 and 19 Part VIL. Filer's [00 withdrew $500 per month from this account. The broker had liquidated all into cash and distributed all to S00 and
account was closed on or about the date stated.
Line 24 Part VII. The full name of the fund was the Utah Educational Savings Plan. Changed name to My529. Age-Based Agressive Growth (529) Plan. Five
separate funds are maintained for [0 under the filer's I names, Monthly contributions are made by the filer.
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.