Scott Milne Matheson jr

2011Annual

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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

  • 17

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • University of Utah 8.J. Quinney College of Law
  • University of Utah - Gross Income (for pay period betore entry on duty as judge)
  • Harvard University - Book Royalty

As filed

U.S. Savings Bonds (face value) — None

Johnson & Johnson Common — Int/Div

University Federal Credit Union - Money Fund and Checking — Interest

IRA - at Merrill Lynch — Int/Div

Invesco Constellation (formerly AIM Constellation)

Easton Vance Strategic

Blackrock Capital (formerly Blackrock Fundamental)

Blackrock Basic

Pumam Equity Income

AllianceBemstein Growth

IRA - University Federal Credit Union — Interest

Utah State Retirement 401(k) — None

TIAACREF Deferred Retirement Plans — None

Equitable Variable Life Insurance £1 — None

Equitable Variable Life Insurance #2 — None

TIAA-CREF Savings and Investment Plan x) — Distribution

TIAA-CREF Annuity (2 contracts) (x) — istrnibution

Professor/Lecturer (final arrangements pending), University of Utah 8.J. Quinney College of Law

Income — 172011 — University of Utah - Gross Income (for pay period betore entry on duty as judge) — $6,180.56

Income — 3/82011 — Harvard University - Book Royalty — S413.63

Part 1. - The University of Utah S.J. Quinney College of Law has asked me to teach as schedules permit. Although final arrangements have not been completed, |

have listed this in Part I, because they probably will be.

Part 11. - My Nomination FDR listed in Part 11. a 2007 book contract with Harvard Press for my book that was published in 2009, 1 have received royalties for

book sales. The AO has advised that 1 do need to continue to list this matter in Part 11. A royalty payment is listed in Part 111-A,

Part 111-A. - The gross income listed from the University of Utih was for the lust pay period | worked there before 1 entered on duty as a judge.

Part VIL.

1. My Nomination FDR listed Prodential Financial, Inc. Common in Part VIL It is not listed on this report because | sold it in November 2010 before | entered on

Sp as a judge.

both died in August 2011. As a survivor beneficiary,

received & portion of

retirement account with TIAA-CREF,

which is called a Suvings and Investment Plan and is listed on line 16.

also received a portion of his TIAA-CREF annuity (two contracts), which is listed

on line 17. In addition to the distribution from the annuity noted in VILB.(2),

also recerved $5.33 in interest. The gross value for the annuity in VILC.(1)} 1s

based on a commuted value calculated by TIAA-CREF.

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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Scott Milne Matheson jr | Frix