William T. Thurman

2014Annual

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What was filed

  • 30

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 11

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Utah Bankruptcy Lawyers Forum
  • American Bankruptcy Institute
  • Norton Institute on Bankruptcy Law
  • Lah State Bar Association
  • Ret Ee SY == TT ae
  • Nanonal Conference of Bankruptcy Judges
  • Federal Bar Assocition of : Utah
  • Ltuh State Bar Assocution
  • National Association of Bankruptcy Trustees
  • Federal Bar Association of } Utah

As filed

Savings, checking Accuts

Mountain America Credit Union — Interest

Zions First National Bank — 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

Davis Venture Value Fund — Int/Div — Sold

WMC Core Equity Opp — Int/Div — Buy

Jenison Growth Fund — Int/Div

IRA (Same Broker as 21) see Part VIII

DA Davidson Money Market Fund — Int/Div

Davis NY Venture Value Cl 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 Insti Fund (see Part VIII — Int/Div

Utah Educational Savings Plan, Age Based Gr: see Part VIII — Int/Div

Broker #3 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. 23.24.25 2014 — Denver, Colorado — Speak at seminar — meals, lodging, travel expense and tuition waiver

Reimbursement — Norton Institute on Bankruptcy Law — Feb. 23 and 24, 2014 — Park City, Utah — Speak at seminar — meals, lodging and non waiver

Reimbursement — Lah State Bar Association — March 13 und 14, 2014 — St, George, Utah — Attend Mid Year Bar Convention — meals

Reimbursement — Ret Ee SY == TT ae — as chair of NCB) legislative comm

Reimbursement — Nanonal Conference of Bankruptcy Judges — April 6, 7 and 8 2014 — Kansas City, Mo, — Committee Chair; Mid year meeting — meals, lodging, travel expenses

Reimbursement — Federal Bar Assocition of : Utah — May 16,2014 — St. George, Utah — Speak at semmar — tuition waiver, meals

Reimbursement — Ltuh State Bar Assocution — July 16, 17, I8 and 19,2014 — Snowmass, Colorado — Speak ut annual meeting of Bar Association — meals, lodging, travel expenses, tuition waiver

Reimbursement — National Association of Bankruptcy Trustees — September 10, 11 anad 12, 2014 — Salt Lake City, Utah — Speak at national conventiom — meals

Reimbursement — with officers of the FIA and the MJA

Reimbursement — Nanonal Conference of Bankruptcy Judges — October §, 9, 10 and 11.2014 — Chicago, 1 — Attend Annual Meeting, Committee Chair — meals, lodging, travel expense

Reimbursement — Federal Bar Association of } Utah — November 7, 2014 — Salt Lake Cay, Utah — Participate in Annual Dinner and seminar — meals, attendance fee waved

#18 Part VII, Filer's spouse has started withdrawing nomimal amounts ($500) from these accounts each month, 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 spouse.

#29 Part VIL. The full name of this fund is the Utah Educational Savings Plan, Age-Based Aggressive Growth (529 Plan).

Five separate Funds are mamtamed for

five separate minor children under the filer's and spouse's names. Monthly contributions are made.

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