# Alan Bond Johnson > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/4426 ## Record - **Judge:** Alan Bond Johnson - **Year:** 2011 - **Report type:** Annual - **Pages:** 10 ## Text TRUST #1 RUST CHASE BANK ACCOUNT — Int/Div CHASE BANK ACCOUNT — Int/Div CHASE INVESTMENT SERVICES CHECKING ACCOUNT — Int/Div SAVINGS ACCOUNT — Int/Div RUST 2 oom © REVOCABLE TRUST" AMERICAN NATIONAL BANK — Interest WELLS FARGO — Interest AMERICAN NATIONAL BANK - ACCOUNT — Interest RUST #3 fp [on REV. TRUST FIDELITY BROKERAGE ACCT — Int/Div BARCLAYS BANK PLC IPATH ETN 12.6-36 — None — Buy BARCLAYS BANK PLC IPATH ETN 12.6-36 — None — Sold CALAMOS GROWTH & INCOME CL A — Ine — Buy CALAMOS GROWTH & INCOME CL — Int/Div 1SHARES TR S & P MODERATE ALLOC. FD — Int/Div — Buy LOOMIS SAYLES BD INSGTL — Int/Div LOOMIS SAYLES BOND RETAIL SHARES — Int/Div — Buy MERGER FUND — Int/Div — Buy (add'l) PIMCO ALL ASSET All AUTHORITY INSTCL — Int/Div — Buy PIMCO ALL ASSET AUTHORITY CLD — Int/Div SPIMCO TOTAL RETURN ADMIN SHS — Int/Div — Buy PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l) PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l) PIMCO TOTAL RETURN INST — Int/Div — Buy (add'l) SPRTN TOTAL MKT INDEX INVESTOR CLASS — Int/Div — Buy (add'l) SPRTN TOTAL MKT INDEX INVESTOR CLASS — Buy (add'l) SPRTN TOTAL MKT INDEX INVESTOR CLASS — Buy (add'l) VANGUARD INDEX FDS VANGUARD REIT ETF — Int/Div GATEWAY FUND — Int/Div — Buy (add'l) POWERSHARES DB COMMODITY INDEX — Distribution — Buy NEW YORK LIFE INS WHOLE LIFE — Int/Div WYOMING DEFERRED COMP OPPENHEIMER GLOBAL — Int/Div — 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 XxX) — Int/Div — Sold (part) — DIST XCEL ENERGY SHS — Int/Div AXA EQUITABLE LIFE INS COMPANY — Interest UNITED SERVICES AUTO ASSOX — Interest IRUSI #4. REV TRLST BARCLAYS BANK PLCD IPATH ETN xX) — Int/Div — Sold DODGE & COX INTERNATL STOCK FUND — None — Sold AMERICAN CAPITAL WORLD GRWTH & INC — Int/Div AMERICAN NEW WORLD CLASS FI — Int/Div BRIDGEWAY ULTRA SMALL CO MARKET — Int/Div CALAMOS GROWTH & INCOME CL A — Int/Div CALAMOS GROWTH & INCOME CL — Int/Div — Buy FIDELITY ADVISOR NEW INSIGHTS CLI — Int./hv FIDELITY CORE ACCOUNT — Int/Div GATEWAY FUND CLASS A — Int/Div — Buy (add'l) GATEWAY FUND CLASS A — Sold GATEWAY FUNDCLASSY — Int/Div JIPATH DJ-UBS COMMOD IDX TR — Int/Div — Sold (part) ISHARES TR MSC EAFE SMALL CAP INDEX FD — Int/Div — Buy LOOMIS SAYLES BOND RETAIL SHARES — hy MERGER FUND — Int/Div OAKMARK INTERNAT'L SMALL CAP 1 — Int/Div PIMCO ALL ASSETS ALL AUTHORITY CLD — Int — Buy (add'l) PIMCO EMERGING MARKETS CY ADMN CL — Int/Div PIMCO REAL RETURN ADMINISTRATIVE CLASS — Int/Div — Sold PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Int/Div — Buy PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Int/Div — Sold VANGUARD INTL EQUITY INDEX FD INC FISE — hy — Buy VANGUARD INTL EQUITY INDEX FDS MSC — Int/Div — Buy VANGUARD SECTOR INDEX FDS VANGUARD UTILS — Int/Div VANGUARD ALL-WLD EX-US SM CP ET — Int/Div — Sold 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 Income — 2011 — Wyoming Judicial Retirement - Monthly — S2.863.00 Income — 2011 — State Employers Retirement - Monthly — $272.00 Spouse's income — 2011 — 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 Meas’ Literary 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. Trust #1 is a trust that was established + It contains financial investments listed on schedule VII that 1 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 VII. | am not an income or principal beneficiary of the trust, however are beneficiaries. During the reporting period | did not derive or expect to derive a benefit from the trust. Trust #2 and Trust #3 were created to 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 VII. Trust #4 is another trust established 1am not a trustee or beneficiary of this trust, the assets listed are listed due to the filing of a income tux return in 2011. Wyoming Deferred Compensation Plan is a program for State Employees to deposit carnings for deferred tux investment. | received reports entitled Wyoming Retirement System 457 Deferred Compensation Plan c/o Great West Retirement. There are various options that an employee may use for investment. In 2010, detailed assets (three mutual funds) were listed in total, however in this report they have been separately listed. Net investment gain is also listed, See following paragraph regarding 2010 changes that will be forthcoming. In 2010 it became incument upon undersigned to take distributions from this plan and pay tax on the income. If all goes as directed, & sum will be withdrawn cach year and will be taxed. reported assets cousists of the checking account at American National Bank now ANB Bank. There were also two small reportable assets that were previously not reported, additional shares in Xeel Energy and an AXA Equitable Life Insurance Policy. The AXA Equitable Life Insurance Company whole life policy has a small cash value, barely over the reportable limit. This policy was originally established approximately thirty years ago when the law firm | was with converted a group term policy into whole life. As a result of acquiring outside professional assistance it was noted that in prior years | had inadvertently not reported certain detailed inforamtion, as required, 1 am in the process of correcting my 2010 report so that ending assets listed in 2010 will be correctly reported. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4426. Public record. Not legal advice.