Alan Bond Johnson
2015Annual
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What was filed
130
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
1
spouse income
Named parties
- DIST
- Cheyenne Regional Medical Center, Home Health Services
- I'rust #2, See Explanation and Description at Part VII and Part VII
- Trust #3, See Explanation and Description at Part VII and Part VII
- Trust #1, See Explanation and Description at Part VII and Part VII
- Young Men's Literary Club
- The American Heritage Center of the University of Wyoming
- Wyoming Judicial Retirement - Monthly
- State Employers Retirement - Monthly
- Lockheed Martin Corp Master Retirement Trust - Monthly
As filed
TRUST #1 "PARENT'S TRUST"
CHASE BANK ACCOUNT — Int/Div
CHASE BANK ACCOUNT — Int/Div
CHASE INVESTMENT SERVICES MONEY MARKET ACCT. — Int/Div
IRLSTH PREMARITAL REVOCABLE TRUST
AMERICAN NATIONAL BANK — Interest
WELLS FARGO — Interest
AMERICAN NATIONAL BANK - JOINT ACCOUNT — Interest
AMERICAN NATIONAL BANK SPOUSE ACCOUNT (X) — Int/Div
TRUST £3 JOINT REV. TRUST
FIDELITY BROKERAGE ACCT MONEY MARKET ACCT. — Int
BARCLAYS BANK PLC IPATH BLOOMBERG COMMODITY — None — Buy
BARCLAYS BANK PLC IPATH BLOOMBERG COMMODITY — Sold
DFA INTERNATIONAL VECOTR EQUITY PORT — Int./y — Buy
DFA US CORE EQUITY Il — Ine — Buy
DFA EMERGING MRKTS CORE EQLU PORTF — Int/Div — Buy
DODGE & COX INTL STOCK — Int/Div — Sold
FIDELITY ADVISOR NEW INSIGHTS) — Int/Div — Sold
FIDELITY CASH CLEARING — Int/Div
FIDELITY INTERMEDIATE MUNI INCOME — Buy
FIDELITY TAX FREE BOND — Buy
ISHARES CORE MODERATE ALLOCATION — Buy
ISHARES CORE MODERATE ALLOCATION — Sold
ISHARES INC CORE MSCI EMERGING MKTS — Buy
ISHARES INC CORE MSCI EMERGING MKTS — Sold
ISHARES TR INTL DEVELOPED REAL ESTATE FTF — Int/Div — Buy
ISHARES TR IBOXX HIYDETF — Int/Div — Buy
ISHARES TR IBOXX HIYDETF — Sold
LOOMIS SAYLES BD INST L — Int/Div — Buy
LOOMIS SAYLES BOND RETAIL SHARES — Int/Div — Buy (add'l)
LOOMIS SAYLES BOND RETAIL SHARES — Buy (add'l)
LOOMIS SAYLES BOND RETAIL SHARES — Buy (add'l)
LOOMIS SAYLES BOND RETAIL SHARES — Sold
MERGER FUND — Int/Div — Buy (add'l)
MERGER FUND — Buy (add'l)
MERGER FUND — Buy (add'l)
MERGER FUND — Sold (part)
PIMCO ALL ASSET All AUTHORITY INST CL — Int/Div — Buy (add'l)
PIMCO ALL ASSET All AUTHORITY INST CL — Sold (part)
PIMCO ALL ASSET All AUTHORITY INST CL — Sold
PIMCO ALL ASSET AUTHORITY CLD — Int/Div — Buy (add'l)
PIMCO ALL ASSET AUTHORITY CLD — Buy (add'l)
PIMCO ALL ASSET AUTHORITY CLD — Buy (add'l)
PIMCO ALL ASSET AUTHORITY CLD — Buy (add'l)
PIMCO ALL ASSET AUTHORITY CLD — Buy (add'l)
PIMCO ALL ASSET AUTHORITY CLD — Sold
PIMCO TOTAL RETURN ADMIN SHS — Int/Div — Buy (add'l)
PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l)
S10. — Buy (add'l)
PIMCO REAL RETURN BOND INSTL {11X) — Int/Div — Sold
PIMCO TOT RET INSTL — Int/Div
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Int/Div — Buy
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Buy (add'l)
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Buy (add'l)
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Buy (add'l)
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Buy (add'l)
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Buy (add'l)
PIMCO COMMODITY REAL RETURN INST — Int/Div — Buy
PIMCO COMMODITY REAL RETURN INST — Sold (part)
PIMCO EMERGING LOCAL BOND FD INST CL — Int/Div — Sold
PIMCO EMERGING LOCAL BOND FUND ADMIN SH — Int/Div — Buy (add'l)
PIMCO EMERGING LOCAL BOND FUND ADMIN SH — Buy (add'l)
PIMCO EMERGING LOCAL BOND FUND ADMIN SH — Buy (add'l)
PIMCO EMERGING LOCAL BOND FUND ADMIN SH — Buy (add'l)
PIMCO EMERGING LOCAL BOND FUND ADMIN SH — Sold
PIMCO REAL RETURN ADMIN CLASS — Int/Div — Buy (add'l)
PIMCO REAL RETURN ADMIN CLASS — Buy (add'l)
PIMCO REAL RETURN ADMIN CLASS — Sold
SPARTAN INTL INDEX INVESTOR CLASS — Int/Div — Buy
SPARTAN INTL INDEX INVESTOR CLASS — Buy (add'l)
SPARTAN INTL INDEX INVESTOR CLASS — Buy (add'l)
SPARTAN INTL INDEX INVESTOR CLASS — Sold
SPARTAN EMERGING MKT INDEX FUND — Int/Div — Buy (add'l)
SPARTAN EMERGING MKT INDEX FUND — Buy (add'l)
SPARTAN EMERGING MKT INDEX FUND — Sold
SPARTAN REAL ESTATE INDEX FD INVESTOR CL — Int/Div
SPARTAN TOTAL MKT INDX INVESTOR CLASS — Int/Div — Buy (add'l)
SPARTAN TOTAL MKT INDX INVESTOR CLASS — Buy (add'l)
SPARTAN TOTAL MKT INDX INVESTOR CLASS — Sold
VANGUARD INDEX FDS VANGUARD REIT ETF — Int/Div
VANGUARD GLOBAL REAL — Int/Div
VANGUARD WHITEHALL FUNDS EMERGING MKT — Int/Div — Buy
GATEWAY FUND — Int/Div — Buy (add'l)
GATEWAY FUND — Buy (add'l)
GATEWAY FUND — Sold (part)
PWRSHRS RAFI LS 1000 — Int/Div
PWRSHRS RAFI LS 1500 — Int/Div
NEW YORK LIFE INS WHOLE LIFE — Int/Div
WYOMING DEFERRED COMP
OPPENHEIMER GLOBAL — Int — Sold (part) — DIST
TROWE PRICE NEW HORIZON — Int/Div — Sold (part) — DIST
ARTISAN MID CAP FUND — Int/Div — Sold (part) — DIST
WYOMING STATE RET. SYSTEM BEN ACCT — Int/Div
XCEL ENERGY 1017.165 SHS — Int/Div — Buy
AXA EQUITABLE LIFE INS COMPANY — Interest
UNITED STATES AUTO ASSOC — Interest
TRUST 24 - "SPOUSE REV. TRUST"
DODGE & COX INTERNATL STOCK FUND — Int/Div
AMERICAN CAPITAL WORLD GRWTH & INC — Int/Div — Sold (part)
AMERICAN NEW WORLD CLASS F1 — Int/Div
BRIDGEWAY ULTRA SMALL CO MARKET — Int/Div
DFA USCORE EQUITY — None — Buy
FIDELITY ADVISOR NEW INSIGHTS Ll — Int/Div — Sold (part)
FIDELITY CASH CLEARING ACCOUNT — Interest
FIDELITY CORE ACCOUNT — Interest
FIDELITY INTERMEDIATE MUNI INCOME — Buy
FIDELITY MUNICIPAL INCOME — Buy
GATEWAY FUND CLASS Y — Int/Div
ISHARES TR INTL DEVELOPED REAL ESTATE ETF — Int/Div — Buy (add'l)
ISHARES INC CORE MSCI EMERGING MKTS — Int/Div — Buy
ISHARES INC CORE MSCI EMERGING MKTS — Sold
LOOMIS SAYLES BOND RETAIL SHARES — Inv
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Int/Div — Buy (add'l)
PIMCO EMERGING LOCAL BOND FUND ADMIN SH — Int/Div — Buy (add'l)
PIMCO EMERGING LOCAL BOND FUND ADMIN SH — Sold
PIMCO EMERGING LOCAL BOND FD INSTCL — Int/Div — Sold
PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Int/Div
POWERSHARES FTSE RAFI US 1000 — hy
SPRTN TOTAL MKT INDEX FID ADVANTAGE CLASS — hy — Buy (add'l)
SPRTN TOTAL MKT INDEX FID ADVANTAGE CLASS — Sold
SPARTAN EMERGING MKT INDEX FID ADV CL — Buy
SPARTAN EMERGING MKT INDEX FID ADV CL — Buy (add'l)
SPARTAN EMERGING MKT INDEX FID ADV CL — Sold
SPARTAN EMERGING MKT INDEX FUND INVESTOR — Int/Div — Buy (add'l)
SPARTAN EMERGING MKT INDEX FUND INVESTOR — Sold (part)
SPARTAN EMERGING MKT INDEX FUND INVESTOR — Sold (part)
SPARTAN INTL INDEX INVESTOR CLASS — Int/Div — Buy (add'l)
VANGUARD ALL-WLD EX-US SM CP ET — Int/Div
WILLIAM BLAIR INT'L GROWTH — Int
Member, Advisory Board, Cheyenne Regional Medical Center, Home Health Services
Trustee, I'rust #2, See Explanation and Description at Part VII and Part VII
Trustee, Trust #3, See Explanation and Description at Part VII and Part VII
Trustee, Trust #1, See Explanation and Description at Part VII and Part VII
Member, Local Discussion Group, Young Men's Literary Club
Member, Advisory Board, The American Heritage Center of the University of Wyoming
Income — 2015 — Wyoming Judicial Retirement - Monthly — $5269.00
Income — 20158 — State Employers Retirement - Monthly — S46 00
Spouse's income — 2015 — Lockheed Martin Corp Master Retirement Trust - Monthly
Cheyenne Regional Medical Center is the local hospital organization. The provision of nursing and care services to patients in their homes 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’ Literury Club is a small organization (less than 50 including honorary and emeriti) that meets weekly during the fall, winter and spring to discuss
current events and review assigned papers. The organization has exsisted 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 us 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 is a trust that was established by my parents. It contains financial investments listed on schedule VII that | believe are the sole financial interests of the
trust. No portion of the trust is derived from my assets, income or activities or those of my spouse, During 2010 I became successor trustee of the trust and have
therefore listed on Schedule VIL. 1am not an income or principal beneficiary of the trust, however my two daughters are beneficiaries. During the reporting
period 1 did not derive or expect to derive a benefit from the trust.
Trust #2 and Trust #3 were created fo 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 American National Bank now ANB Bunk and Wells Fargo National Bank, Part VII.
Trust #3 holds and controls items listed on schedule VIL
Trust #4 is another trust established by my current wife with premarital assets. 1am not a trustee or beneficiary of this trust, the assets listed are listed due to the
filing of a joint income tax return in 2012.
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.