Alan Bond Johnson
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
160
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
4
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
- DFAS - Retirement - Monthly
- Manx Oil Corporation - payment for legal services rendered approximately 50 years ago
- Lockheed Martin Corp Master Retirement Trust - Monthly
As filed
CHASE BANK ACCOUNT — Int/Div
CHASE BANK ACCOUNT — Int/Div
CHASE INVESTMENT SERVICES MONEY MARKET ACCT. — Int/Div
TRUST #2 "ALAN B JOHNSON PREMARITAL REVOCABLE TRUST"
AMERICAN NATIONAL BANK — Interest
WELLS FARGO — Interest
AMERICAN NATIONAL BANK - JOINT ACCOUNT — Interest
TRUST #3 JOINT REV. TRUST
FIDELITY BROKERAGE ACCT MONEY MARKET ACCT. — Int/Div
BARCLAYS BANK PLC IPATH ETN 12.6-36 — None — Sold (part)
BARCLAYS BANK PLC IPATH ETN 12.6-36 — Sold
BARCLAYS BANK PLC IPATH BLOOMBERG COMMODITY — None — Buy
BARCLAYS BANK PLC IPATH BLOOMBERG COMMODITY — Sold
CALAMOS GROWTH & INCOME CL A — Ine — Sold (part)
CALAMOS GROWTH & INCOME CL A — Sold (part)
CALAMOS GROWTH & INCOME CL A — Sold (part)
CALAMOS GROWTH & INCOME CL A — Sold (part)
CALAMOS GROWTH & INCOME CL A — Sold (part)
CALAMOS GROWTH & INCOME CL A — Sold (part)
CALAMOS GROWTH & INCOME CL A — Sold
DFA INTERNATIONAL VECOTR EQUITY PORT — Int/Div — Buy
DFA INTERNATIONAL VECOTR EQUITY PORT — Buy (add'l)
DODGE & COX INTL STOCK — Int/Div
FIDELITY ADVISOR NEW INSIGHTS 1 — Int/Div
FIDELITY CASH CLEARING (X) — Int/Div
ISHARES TR MODERATE ALLOCATION ETF — None — Buy
ISHARES TR MODERATE ALLOCATION ETF — Sold
ISHARES TR INTL DEVELOPED REAL ESTATE ETF — Int/Div — Buy
ISHARES TR INTL DEVELOPED REAL ESTATE ETF — Buy (add'l)
ISHARES JP MORGAN USD EMERGING MARKETS BOND — Int/Div — Buy
ISHARES JP MORGAN USD EMERGING MARKETS BOND — Sold
J IPATH DJ-UBS COMMOD IDX TR — with line 11)
LOOMIS SAYLES BD INST L — Int/Div
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 — Buy (add'l)
LOOMIS SAYLES BOND RETAIL SHARES — Buy (add'l)
LOOMIS SAYLES BOND RETAIL SHARES — Buy (add'l)
MERGER FUND — Int/Div — Buy (add'l)
DFA US CORE EQUITY II — Int
PIMCO ALL ASSET All AUTHORITY INSTCL — Int/Div — Buy (add'l)
PIMCO ALL ASSET All AUTHORITY INSTCL — Sold (part)
PIMCO ALL ASSET All AUTHORITY INSTCL — Sold (part)
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)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — Buy (add'l)
S10. — 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)
PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l)
PIMCO REAL RETURN BOND INSTL Ix) — Int
PIMCO TOT RET INSTL — Int/Div
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Int/Div — 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 RET STRAT ADMIN CL — Sold
PIMCO COMMODITY REAL RETURN INST — None — Buy
PIMCO COMMODITY REAL RETURN INST — Sold (part)
PIMCO EMERGING LOCAL BOND FD INST CL — Int/Div — Buy (add'l)
PIMCO EMERGING LOCAL BOND FD INST CL — Sold (part)
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 — Buy (add'l)
PIMCO REAL RETURN ADMIN CLASS — Int/Div — Buy (add'l)
PIMCO REAL RETURN ADMIN CLASS — Buy (add'l)
PIMCO REAL RETURN ADMIN CLASS — Buy (add'l)
PIMCO REAL RETURN ADMIN CLASS — Buy (add'l)
SPARTAN INTL INDEX FID ADV CLASS — Int/Div — Buy (add'l)
SPARTAN INTL INDEX FID ADV 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 (part)
SPARTAN REAL ESTATE INDEX FD INVESTOR CL — Int/Div — Buy
SPARTAN TOTAL MKT INDX INVESTOR CLASS — Int/Div — Buy
SPARTAN TOTAL MKT INDX INVESTOR CLASS — Buy (add'l)
VANGUARD ALL-WLD EX-US — Int/Div — Sold
VANGUARD INDEX FDS VANGUARD REIT ETF — Int/Div
VANGUARD MSCI EMERGING — Int — Sold
VANGUARD GLOBAL REAL — Int/Div
GATEWAY FUND — Int/Div — Buy (add'l)
GATEWAY FUND — Buy (add'l)
GATEWAY FUND — Buy (add'l)
GATEWAY FUND — Buy (add'l)
MATTHEWS ASIA DIVIDEND — Int/Div — Sold (part)
MATTHEWS ASIA DIVIDEND — Sold
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/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 BEN ACCT — Int/Div
XCEL ENERGY 1017.165 SHS — Int/Div
AXA EQUITABLE LIFE INS COMPANY — Interest
UNITED STATES AUTO ASSOC — Interest
TRUST 24 - "SPOUSE REV. TRUST"
BARCLAYS BANK PLCD IPATH ETN xX) — None — Sold
DODGE & COX INTERNATL STOCK FUND — Int/Div
AMERICAN CAPITAL WORLD GRWTH & INC — Inv
AMERICAN NEW WORLD CLASS FI — Int/Div
BRIDGEWAY ULTRA SMALL CO MARKET — Int/Div
CALAMOS GROWTH & INCOME CL A — Int/Div — Sold (part)
CALAMOS GROWTH & INCOME CL A — Sold
CALAMOS GROWTH & INCOME CL — Int/Div — Sold
COHEN & STEERS INTL REALTY INC CLA — hy — Sold
FIDELITY ADVISOR NEW INSIGHTS CL — hy — Sold (part)
FIDELITY CASH CLEARING ACCOUNT xX) — Interest
FIDELITY CORE ACCOUNT — Interest
GATEWAY FUND CLASS A — Int/Div — Sold (part)
GATEWAY FUND CLASS A — Sold
GATEWAY FUNDCLASS Y — Int/Div — Buy (add'l)
GATEWAY FUNDCLASS Y — Sold (part)
ISHARES TR S&P SO0/VALUE INDEX FD — Int/Div — Sold
ISHARES TR INTL DEVELOPED REAL ESTATE ETF — Int/Div — Buy
LOOMIS SAYLES BOND RETAIL SHARES — Int/Div — Buy (add'l)
LOOMIS SAYLES BOND RETAIL SHARES — Sold (part)
LOOMIS SAYLES BOND RETAIL SHARES — Sold (part)
MERGER FUND — None — Buy (add'l)
MERGER FUND — Sold
PIMCO ALL ASSETS ALL ALTHORITY CLD — Int — Sold
PIMCO ALL ASSET ALL AUTHORITY INSTIT CL — Int/Div — Buy
PIMCO ALL ASSET ALL AUTHORITY INSTIT CL — Sold
PIMCO COMMODITY REAL RET STRAT ADMIN CL — Int/Div — Buy
PIMCO EMERGING LOCAL BOND FUND ADMIN SH — Int/Div — Buy (add'l)
PIMCO EMERGING LOCAL BOND FD INST CL — Int/Div
PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Int/Div — Buy
PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Sold (part)
POWERSHARES FTSE RAFI US 1000 — Int/Div
SPRTN TOTAL MKT INDX INVESTOR CLASS — Int/Div — Buy (add'l)
SPRTN TOTAL MKT INDX INVESTOR CLASS — Buy (add'l)
SPRTN TOTAL MKT INDX INVESTOR CLASS — Buy (add'l)
SPRTN TOTAL MKT INDX INVESTOR CLASS — with line 155)
SPARTAN EMERGING MKT INDEX FUND INVESTOR — Int. — Buy
SPARTAN EMERGING MKT INDEX FUND INVESTOR — Buy (add'l)
SPARTAN EMERGING MKT INDEX FUND INVESTOR — Buy (add'l)
SPRTN TOTAL MKT INDEX FID ADVANTAGE CLASS — Int/Div — Buy
SPRTN TOTAL MKT INDEX FID ADVANTAGE CLASS — Buy (add'l)
SPRTN TOTAL MKT INDEX FID ADVANTAGE CLASS — Buy (add'l)
SPARTAN INTL INDEX INVESTOR CLASS — None — Buy
VANGUARD INTL EQUITY INDEX FDS MSC1 — Int/Div — Sold
VANGUARD ALL-WLD EX-US SM CP ET — Int/Div
WILLIAM BLAIR INT'L GROWTH — Int/Div
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 — 2014 — Wyoming Judicial Retirement - Monthly — $5269.00
Income — 2014 — State Employers Retirement - Monthly — S46 00
Income — 2004 — DFAS - Retirement - Monthly — S11. 450.00
Income — 2014 — Manx Oil Corporation - payment for legal services rendered approximately 50 years ago — $1,500.00
Spouse's income — 2014 — 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 [Jill BIE 't contains financial investments listed on schedule VII that | believe are the sole financial interests of the
trust. No potion 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. 1am not an income or principal beneficiary of the trust, however my two duughters 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 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 VIL
Trust #3 holds and controls items listed on schedule VIL
Trust #4 is another trust established by Jl IN osscts. | am 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.
Wyoming Deferred Compensation Plan 1s & program for State Employees to deposit earnings for deferred tux investment. 1 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. 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, a
sum will be withdrawn each year and will be taxed.
Joint reported assets with [JIN covsists of the checking account at American National Bank now ANB Bunk.
Line 33 - Asset was listed twice on the 2013 report under two different names, Asset was reported correctly in 2014 on line 11,
Line 29 - Asset reported in Part VII, Line 18 of 2013 return under the name ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE. Asset traded under
ticker symbol IFGL in 2013 and 2014, but nume shown on brokerage statement changed in 2014 to ISHARES TR INTL DEVELOPED REAL ESTATE.
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.