William T. Thurman

2015Annual

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Pull out the substance of this filing.

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

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,

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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William T. Thurman | Frix