Michael R. Murphy

2015Annual

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What was filed

  • 39

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • US. Courts
  • Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VII

As filed

WF PMA premier ckg — Interest

WF Money Market Prime Checking Acct — Interest

Wells Fargo IRA Brokerage Acct (including) — Int/Div

100 Shares TR S&P Global Index Fund — Int/Div

UR Shares TR S&P Smallcap 600 Index Fund — Int/Div — Sold

EZU Shares Inc. MSCI EMU Index Fund — Int/Div

IVW I Shares S&P S00 Growth Index Fund Shares Trust — Int/Div

SPY SPDR S&P S00 ETF Trust Unit — Int/Div

MDY SPDR S&PMidcap 400 ETF Trust — Int/Div — Sold

MDY cont'd — Int/Div — Buy

MDY cont'd — Buy (add'l)

VWO Vanguard Int'l Equity Index Fund Emerging Markets — Int/Div

EFA IShares MSCl EAFE Index Fund — Int/Div

WPS IShares S&P Developed EX-US property index fund — Int/Div

EMB IShares JP Morgan ETF Emerging Markets Bond Fd — Int/Div

CIU IShares Barclays ETF Intermediate Credit Bond Fund — Int/Div

PCY Powershares EM MAR ETF SOV DEPT — Int/Div

PHB Powershares High Yid ETF Corporate Bond Portfolio — Int/Div

BSV Vanguard Short Term Bond ETF — Int/Div

IVE Shares S&P 500 Value (x) — Int/Div — Buy

IVE cont'd — Buy

UT Shares S&P Small Cap 60) Growth x) — Int/Div — Buy

US I Shares S&P Small Cap 600 Value x) — Int/Div — Buy

UK Shares S&P Midcap 400 Growth (x) — Int/Div — Buy

UK cont'd — Buy

Wells Fargo Standard Brokerage Account (including) — Int/Div

Ishare S&P 500 value index fd IVE — Int/Div — Sold (part)

Ishare S&P 500 Growth IVW — Int/Div — Sold

UT IShares S&P Small Cap 600 Growth — Int/Div — Sold

lJS IShares S&P Small Cap 600 Value — Int/Div — Sold

1)) IShares S&P Midcap 400 Value — Int/Div — Sold

UK IShares S&P Midcap 400 Growth — Int/Div — Sold

IU IShares Intermediate Credit Bond — Int/Div — Sold

INK SPDR Barclays High Yield Bond — Int/Div — Sold

VWO Vanguard Intl Equity Index FDS Emerging — Int/Div — Sold

VNQ Vanguard Rest — Int/Div — Sold

VEA Vanguard FTSE Developed Markets — Int/Div — Sold

Cash & Sweep Funds — Interest

StanCorp Financial Group (x) (see part VIII) — Int/Div

Reimbursement — US. Courts — 04/17/2015 10 04/18/2015 — New York, NY — FIC Law & The Economy Seminar — transportation, lodgimg & meals

Income — 12/2822015 — Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VII — $32,085.92

Part 111: Non-Investment Income

As of the date of my resignation from the Third District Court, State of Utah, in October 1995, 1 had accumulated nine years in the state judicial retirement plan. In

February 2009 1 transferred funds from the Wells Fargo IRA to purchase an additional year, bringing my total years to ten. That qualified me to receive benefits

when I reached the age of 62 in August 2009. This is an annuity type plan. In 2015 | received monthly payments from the Utah State Judicial Retirement Plan for

a total of $48,161.75

+Part VII: Line 39: Acquired stock holdings in StanCorp Financial Group in 1999 when it converted from a mutual insurance company to a stock company. This

was not reported in previous financial disclosure reports due to my oversight as I thought this was an insurance policy not subject to disclosure.

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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Michael R. Murphy | Frix