William T. Thurman
2014Annual
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Pull out the substance of this filing.
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.