Alan Bond Johnson

2015Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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.