Ask Donna

Pull out the substance of this filing.

What was filed

  • 152

    investments

  • 0

    positions

  • 0

    gifts

  • 4

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 4

    income

  • 0

    spouse income

Named parties

  • Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VIII

As filed

WF PMA premier ckg — Interest

WF Money Market Prime Checking Acct. — Interest

Wells Fargo IRA Brokerage Acct (including)

IOO IShares Global 100 — Dividend — Sold (part)

EZU IShares MSCI Eurozone — Dividend — Sold (part)

IVW IShares S&P 500 Growth — Dividend

SPY SPDR S&P 500 Trust Unit — Dividend

MDY SPDR S&P Midcap 400 Trust Series N — Dividend

VWO Vanguard Intl Equity Index Fds FTSE Emerging Markets — Dividend

EFA IShares MSCI EAFE Index Fund — Dividend

WPS IShares Intl Developed Property — Dividend

EMB IShares JP Morgan USD Emerging Markets Bond Fd — Dividend

PCY Invesco TR II Emerging Mkts Sovereign Debt — Dividend

PHB Invesco TR II Fundamental High Yield Corporate Bd — Dividend

IJT IShares S&P Small Cap 600 Growth — Dividend

IJS IShares S&P Small Cap 600 Value — Dividend

IJK IShares S&P Midcap 400 Growth — Dividend

IVE IShares S&P 500 Value — Dividend

EEM 1Shares MSCI Emerging Markets — None — Sold

XMLV Invesco Tr II S&P Midcap Low Volatility — Dividend

SRLN SPDR Blackstone/GSO Senior Loan — Dividend

XLI Industrial Select Sector SPDR — Dividend — Sold

SPLV Invesco TR II S&P 500 Low Volatility — Dividend

VGT Vanguard Information Tech — Dividend — Buy (add'l)

VHT Vanguard Healthcare (x) — Dividend — Buy

VDE Vanguard Energy (x) — Dividend — Buy

Cash & Sweep Funds — Interest — Distributed (part)

Mutual Fund GIUSX Guggenheim FDS Invt Grade Bd FD — Dividend

Mutual Fund WIPIX Wells Fargo Funds Core Plus Board Fund — Dividend

WELLS FARGO STANDARD BROKERAGE ACCOUNT

PCMFX Principal Calif. Municipal Fund Institutional Class — Dividend — Buy (add'l)

PCMFX Principal Calif. Municipal Fund Institutional Class — Buy (add'l)

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Dividend — Buy

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Buy (add'l)

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Buy (add'l)

VHT Vanguard Healthcare (x) — Dividend — Buy

VDE Vanguard Energy (x) — Dividend — Buy

VGT Vanguard Information Technology (x) — Dividend — Buy

WF PMA premier ckg — Interest

WF Money Market Prime Checking Acct. — Interest

Wells Fargo IRA Brokerage Acct (including)

IOO IShares Global 100 — Dividend — Sold (part)

EZU IShares MSCI Eurozone — Dividend — Sold (part)

IVW IShares S&P 500 Growth — Dividend

SPY SPDR S&P 500 Trust Unit — Dividend

MDY SPDR S&P Midcap 400 Trust Series N — Dividend

VWO Vanguard Intl Equity Index Fds FTSE Emerging Markets — Dividend

EFA IShares MSCI EAFE Index Fund — Dividend

WPS IShares Intl Developed Property — Dividend

EMB IShares JP Morgan USD Emerging Markets Bond Fd — Dividend

PCY Invesco TR II Emerging Mkts Sovereign Debt — Dividend

PHB Invesco TR II Fundamental High Yield Corporate Bd — Dividend

IJT IShares S&P Small Cap 600 Growth — Dividend

IJS IShares S&P Small Cap 600 Value — Dividend

IJK IShares S&P Midcap 400 Growth — Dividend

IVE IShares S&P 500 Value — Dividend

EEM 1Shares MSCI Emerging Markets — None — Sold

XMLV Invesco Tr II S&P Midcap Low Volatility — Dividend

SRLN SPDR Blackstone/GSO Senior Loan — Dividend

XLI Industrial Select Sector SPDR — Dividend — Sold

SPLV Invesco TR II S&P 500 Low Volatility — Dividend

VGT Vanguard Information Tech — Dividend — Buy (add'l)

VHT Vanguard Healthcare (x) — Dividend — Buy

VDE Vanguard Energy (x) — Dividend — Buy

Cash & Sweep Funds — Interest — Distributed (part)

Mutual Fund GIUSX Guggenheim FDS Invt Grade Bd FD — Dividend

Mutual Fund WIPIX Wells Fargo Funds Core Plus Board Fund — Dividend

WELLS FARGO STANDARD BROKERAGE ACCOUNT

PCMFX Principal Calif. Municipal Fund Institutional Class — Dividend — Buy (add'l)

PCMFX Principal Calif. Municipal Fund Institutional Class — Buy (add'l)

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Dividend — Buy

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Buy (add'l)

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Buy (add'l)

VHT Vanguard Healthcare (x) — Dividend — Buy

VDE Vanguard Energy (x) — Dividend — Buy

VGT Vanguard Information Technology (x) — Dividend — Buy

WF PMA premier ckg — Interest

WF Money Market Prime Checking Acct. — Interest

Wells Fargo IRA Brokerage Acct (including)

IOO IShares Global 100 — Dividend — Sold (part)

EZU IShares MSCI Eurozone — Dividend — Sold (part)

IVW IShares S&P 500 Growth — Dividend

SPY SPDR S&P 500 Trust Unit — Dividend

MDY SPDR S&P Midcap 400 Trust Series N — Dividend

VWO Vanguard Intl Equity Index Fds FTSE Emerging Markets — Dividend

EFA IShares MSCI EAFE Index Fund — Dividend

WPS IShares Intl Developed Property — Dividend

EMB IShares JP Morgan USD Emerging Markets Bond Fd — Dividend

PCY Invesco TR II Emerging Mkts Sovereign Debt — Dividend

PHB Invesco TR II Fundamental High Yield Corporate Bd — Dividend

IJT IShares S&P Small Cap 600 Growth — Dividend

IJS IShares S&P Small Cap 600 Value — Dividend

IJK IShares S&P Midcap 400 Growth — Dividend

IVE IShares S&P 500 Value — Dividend

EEM 1Shares MSCI Emerging Markets — None — Sold

XMLV Invesco Tr II S&P Midcap Low Volatility — Dividend

SRLN SPDR Blackstone/GSO Senior Loan — Dividend

XLI Industrial Select Sector SPDR — Dividend — Sold

SPLV Invesco TR II S&P 500 Low Volatility — Dividend

VGT Vanguard Information Tech — Dividend — Buy (add'l)

VHT Vanguard Healthcare (x) — Dividend — Buy

VDE Vanguard Energy (x) — Dividend — Buy

Cash & Sweep Funds — Interest — Distributed (part)

Mutual Fund GIUSX Guggenheim FDS Invt Grade Bd FD — Dividend

Mutual Fund WIPIX Wells Fargo Funds Core Plus Board Fund — Dividend

WELLS FARGO STANDARD BROKERAGE ACCOUNT

PCMFX Principal Calif. Municipal Fund Institutional Class — Dividend — Buy (add'l)

PCMFX Principal Calif. Municipal Fund Institutional Class — Buy (add'l)

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Dividend — Buy

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Buy (add'l)

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Buy (add'l)

VHT Vanguard Healthcare (x) — Dividend — Buy

VDE Vanguard Energy (x) — Dividend — Buy

VGT Vanguard Information Technology (x) — Dividend — Buy

WF PMA premier ckg — Interest

WF Money Market Prime Checking Acct. — Interest

Wells Fargo IRA Brokerage Acct (including)

IOO IShares Global 100 — Dividend — Sold (part)

EZU IShares MSCI Eurozone — Dividend — Sold (part)

IVW IShares S&P 500 Growth — Dividend

SPY SPDR S&P 500 Trust Unit — Dividend

MDY SPDR S&P Midcap 400 Trust Series N — Dividend

VWO Vanguard Intl Equity Index Fds FTSE Emerging Markets — Dividend

EFA IShares MSCI EAFE Index Fund — Dividend

WPS IShares Intl Developed Property — Dividend

EMB IShares JP Morgan USD Emerging Markets Bond Fd — Dividend

PCY Invesco TR II Emerging Mkts Sovereign Debt — Dividend

PHB Invesco TR II Fundamental High Yield Corporate Bd — Dividend

IJT IShares S&P Small Cap 600 Growth — Dividend

IJS IShares S&P Small Cap 600 Value — Dividend

IJK IShares S&P Midcap 400 Growth — Dividend

IVE IShares S&P 500 Value — Dividend

EEM 1Shares MSCI Emerging Markets — None — Sold

XMLV Invesco Tr II S&P Midcap Low Volatility — Dividend

SRLN SPDR Blackstone/GSO Senior Loan — Dividend

XLI Industrial Select Sector SPDR — Dividend — Sold

SPLV Invesco TR II S&P 500 Low Volatility — Dividend

VGT Vanguard Information Tech — Dividend — Buy (add'l)

VHT Vanguard Healthcare (x) — Dividend — Buy

VDE Vanguard Energy (x) — Dividend — Buy

Cash & Sweep Funds — Interest — Distributed (part)

Mutual Fund GIUSX Guggenheim FDS Invt Grade Bd FD — Dividend

Mutual Fund WIPIX Wells Fargo Funds Core Plus Board Fund — Dividend

WELLS FARGO STANDARD BROKERAGE ACCOUNT

PCMFX Principal Calif. Municipal Fund Institutional Class — Dividend — Buy (add'l)

PCMFX Principal Calif. Municipal Fund Institutional Class — Buy (add'l)

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Dividend — Buy

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Buy (add'l)

ALCVX AB Muni Incm Calif Adv Class Shares (x) — Buy (add'l)

VHT Vanguard Healthcare (x) — Dividend — Buy

VDE Vanguard Energy (x) — Dividend — Buy

VGT Vanguard Information Technology (x) — Dividend — Buy

Agreement — See VIII — Utah Judicial Retirement

Agreement — See VIII — Utah Judicial Retirement

Agreement — See VIII — Utah Judicial Retirement

Agreement — See VIII — Utah Judicial Retirement

Income — 12/30/2020 — Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VIII — $51,918.82

Income — 12/30/2020 — Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VIII — $51,918.82

Income — 12/30/2020 — Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VIII — $51,918.82

Income — 12/30/2020 — Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VIII — $51,918.82

Part III: Non-Investment Income

As of the date of my resignation from the Third District Court, State of Utah, in October 1995, I had accumulated nine years in the state judicial retirement plan. In

February 2009 I transferred funds from the Wells Fargo IRA to purchase an additional year, bringing my total years to ten. That qualified me to receive benefits

when I reached the age of 62 in August 2009. This is an annuity type plan. In 2020 I received monthly payments from the Utah State Judicial Retirement Plan for

a total of $51,918.82.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Michael R. Murphy | Frix