William T. Thurman
2015Annual
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What was filed
30
investments
1
positions
0
gifts
0
agreements
0
debts
9
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
- Turnaround Management Association
- Federal Bar Assocition of Utah
- Dete Salada ade
- TTT a al TER eT RT
- Federal Bar Association (National)
- National Conference of Bankruptcy Judges
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 Money Market Fund — 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
WMC Corre Equity Fund — Int/Div
Jenison Growth Fund — Int/Div
IRA (Same Broker as #1 )See Part VIII
DA Davidson Money Market Fund — Int/Div
Davis NY Venture Value C1 C Fund. — Int/Div
Franklin Rising Dividends C1 C Fund — Int/Div
Thomburg Inv. Inc Builder Class C Fund — Int/Div
Capital Inc. Builder Class C fund — Int/Div
Growth Fund of Am C1 C Fund. — Int/Div
401K) Broker 24 Account; see part VIII
American Century One Choice 2015 Inst Fund — Int/Div — Matured
American Century One Choice 2020 Inst Fund — Int/Div — Buy
Utah Educational Savings Plan, Age Based Gr: see Part VIII — Int/Div
Broker 23 Account
Fidelity Focused Stock Fund — Int./hv
Janus Balanced Fund C1 T — Int/Div
United Comm Bk Sr Nt 6% — Int/Div
Zions Bancorp. Mtn. 3.6% note — Int/Div
Board of Trustees, Utah Bankruptcy Lawyers Forum
Reimbursement — American Bankruptcy Institute — Jan. 22.23 24 2015 — Denver, Colorado — Speak at seminar — meals, lodging, travel expense and tuition waiver
Reimbursement — Norton Institute on Bankruptcy Law — Feb. 23 and 24, 2015 — Park City, Utah — Speak at seminar — meals, lodging and non waiver
Reimbursement — Nanonal Conference of Bankruptcy Judges — April 13, 14 and 15 2015 — San Antonio, Tx — Committee Chair, Mad year meeting — meals, lodging, travel expenses
Reimbursement — Turnaround Management Association — July 15, 16 and 17. 2015 — Carlsbad, Ca — Speak at seminar — means, lodgmg, travel expenses
Reimbursement — Federal Bar Assocition of Utah — May &, 2015 — 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 — TTT a al TER eT RT — with officers of the FIA and the MJA
Reimbursement — Federal Bar Association (National) — September 10 and 11, 2015 — Salt Lake City, Utah — Participate at annual meeting — mals
Reimbursement — National Conference of Bankruptcy Judges — September 25-30, 2015 — Miami, Fl — Attend Annual Meeting, Committee Chair — meals, lodging, travel expense
Line 18 Part VII. Filer's 00 withdraws nominal amounts of $500 per month from these accounts, The broker liquidates so much of the accounts each month
and deposits the cash into the money market account to make the distribution to filer's [0
Line 26 Part V1. This fund matured and another time centered fund was substituted in with a longer maturity date with the same fund provider.
Line 30 Part VIL. The full name of the fund is the Utah Educational Savings Plan. Age-Based Agressive Growth (529) Plan. Five separate funds are maintained
for five separate [I under the filer's and names. Monthly contributions are made by the filer,
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