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Pull out the substance of this filing.

What was filed

  • 70

    investments

  • 6

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • RETIREMENT DIST.
  • Cheyenne Regional Medical Center, Home Health Services
  • Trust #2, See Explanation and Description at Part VIII and Part VII
  • Trust #3 See Explanation and Description at Part VIII and Part VII
  • Trust #1, See Explanation and Description at Part VIII and Part VII
  • Young Men's Literary Club
  • The American Heritage Center of the University of Wyoming
  • State Employers Retirement - Monthly
  • DFAS - Retirement - Monthly

As filed

TRUST #1 (H)

CHASE BANK ACCOUNT — Int./Div.

CHASE BANK ACCOUNT — Int./Div.

CHASE INVESTMENT SERVICES MONEY MARKET ACCT. — Int./Div.

TRUST #2 "ALAN B. JOHNSON PREMARITAL REVOCABLE TRUST" (H)

ANB BANK — Int./Div.

WELLS FARGO — Int./Div.

ANB BANK - ACCT. — Int./Div.

TRUST #3 TRUST" (H)

FIDELITY BROKERAGE ACCT. MONEY MARKET ACCT. — Int./Div.

BARCLAYS BK PLC DJUBS CMDT — Int./Div. — Buy

CREDIT SUISSE COMMON RETURN STRATEGY A — Int./Div. — Buy (add'l)

CREDIT SUISSE COMMON RETURN STRATEGY A — Buy (add'l)

CREDIT SUISSE COMMON RETURN STRATEGY A — Buy (add'l)

CREDIT SUISSE COMMON RETURN STRATEGY A — Buy (add'l)

DFA INTERNATIONAL VECTOR EQUITY PORT — Int./Div. — Buy (add'l)

DFA INTERNATIONAL VECTOR EQUITY PORT — Buy (add'l)

DFA INTERNATIONAL VECTOR EQUITY PORT — Buy (add'l)

DFA COMMODITY STRATEGY PORT INSTL — Int./Div. — Sold

DFA US CORE EQUITY II — Int./Div.

DFA EMERGING MRKTS CORE EQU PORTF — Int./Div. — Buy (add'l)

FIDELITY REAL ESTATE INDEX FUND — Int./Div.

FIDELITY EMERGING MARKETS INDEX FUND — Int./Div. — Buy (add'l)

FIDELITY EMERGING MARKETS INDEX FUND — Buy (add'l)

FIDELITY EMERGING MARKETS INDEX FUND — Sold (part)

FIDELITY EMERGING MARKETS INDEX FUND — Buy (add'l)

FIDELITY INTERNATL INDEX FUND — Int./Div. — Sold (part)

FIDELITY INTERNATL INDEX FUND — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Int./Div. — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY US BOND INDEX FUND — Int./Div. — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY US BOND INDEX FUND — Buy (add'l)

FIDELITY TOTAL MARKET INDEX FUND — Int./Div. — Buy (add'l)

ISHARES TR INTL. DEVELOPED REAL ESTATE ETF — Int./Div. — Buy (add'l)

ISHARES TR INTL. DEVELOPED REAL ESTATE ETF — Buy (add'l)

ISHARES TR INTL. DEVELOPED REAL ESTATE ETF — Sold

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Int./Div. — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Sold (part)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

VANGUARD INDEX FDS VANGUARD REIT ETF — Int./Div.

VANGUARD GLOBAL REAL — Int./Div.

VANGUARD HI YIELD CORPORATE ADMIRAL — Int./Div. — Buy (add'l)

VANGAURD INTERMEDIATE TAX EXEMPT ADMIRAL — Int./Div.

VANGUARD WHITEHALL FUNDS EMERGING MKT — Int./Div. — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

VANGUARD INTL EQUITY INDEX FDS GLOBAL — Int./Div. — Buy

PWRSHRS RAFI US 1000 — Int./Div.

PWRSHRS RAFI US 1500 — Int./Div.

NEW YORK LIFE INS WHOLE LIFE — Int./Div.

WYOMING DEFERRED COMP (H)

WRS LARGE CAP US EQUITY FUND — Int./Div. — Redeemed (part) — RETIREMENT DIST.

WRS INTERNATIONAL EQUITY FUND — Int./Div. — Redeemed (part) — RETIREMENT DIST.

WRS SMALL/MID CAP US EQUITY FUND — Int./Div. — Redeemed (part) — RETIREMENT DIST.

XCEL ENERGY — Int./Div.

AXA EQUITABLE LIFE INS COMPANY - WHOLE LIFE — Int./Div.

UNITED STATES AUTOMOBILE ASSOC. — Int./Div.

LOAN OAK FUND, LLC — Int./Div.

Member, Advisory Board, Cheyenne Regional Medical Center, Home Health Services

Trustee, Trust #2, See Explanation and Description at Part VIII and Part VII

Trustee, Trust #3 See Explanation and Description at Part VIII and Part VII

Trustee, Trust #1, See Explanation and Description at Part VIII and Part VII

Member, Local Discussion Group, Young Men's Literary Club

Member, Advisory Board, The American Heritage Center of the University of Wyoming

Agreement — 2019 — State of Wyoming - Judicial Retirement with former employer, firm-managed, $5,438.39 monthly

Agreement — 2019 — Wyoming State Retirement System Benefit account, firm-managed

Income — 2019 — State Employers Retirement - Monthly — $406.71

Income — 2019 — DFAS - Retirement - Monthly — $1,549.23

Cheyenne Regional Medical Center is the local hospital organization. The provision of nursing and care services to patients in their home is one of the

services provided through Cheyenne Regional Medical Center. As part of the concern for the quality of patient care, members of the public as well as medical

professionals have been placed on an advisory board, which meets periodically.

Young Mens' Literary Club is a small organization (less than 50 including honoray and emeriti) that meets weekly during the fall, winter and spring to discuss

current events and review assigned papers. The organization has existed for the past 110 years. The Secretary/Treasurer receives nominal dues for rent of the

meeting room and keeps meeting minutes that are deposited and preserved in the State Archives.

The American Heritage Center of the University of Wyoming functions as a public trust to collect, preserve and make accessible "a clearly defined set of

primary sources and rare books - reflecting the written image, and audio history of Wyoming, the Rocky Mountain region, and selected aspects of the American

past." (From mission statement of AHC). Reporting party was invited to serve a 4 year term.

Trust #1 contains financial investments listed on schdule VII that I believe are the sole financial interest of the trust. No portion of the trust is derived from my

assets, income or activities. During 2010, I became successor trustee of the trust and have therefore listed on Schedule VII. I am not an income or prinicipal

beneficiary of the trust, however, my two beneficiaries are beneficiaries of the trust. During the reporting period I did not derive or expect to derive a benefit from

the trust.

Trust #2 and Trust #3 were created to implement premarital and estate planning. It is anticipated that additional assets will be placed in the trusts in the future.

Trust #2 holds and controls items listed on Schedule VII, bank accounts at ANB Bank and Wells Fargo National Bank. Trust #3 holds and controls items listed on

Schedule VII.

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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