William T. Thurman

2017Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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