# William T. Thurman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7189 ## Record - **Judge:** William T. Thurman - **Year:** 2013 - **Report type:** Annual - **Pages:** 10 ## Text Savings, checking Accuts Mountain America Credit Union — Interest Zions First National Bank checking and savings — Interest — Sold (part) Broker #1 Account Eaton Vance Tx Mngd Value C Fund — Int/Div New England Life (funds held for filer as cash values) BlackRock Bnd Inc. Prt fund — Int/Div BR Money Market Fund — Int/Div MetLife Stock Index Fund — Int/Div F! Val Leaders Fund — Int/Div — Sold MFS Value Portfoho Fund — Int/Div — Buy L/S Small Cap Fund — Int/Div Baillie Intnl Stock fund — Int/Div Davis Venture Value Fund — Int/Div Jenison Growth Fund — Int/Div IRA (Same Broker as 21) DA Davidson Money Market Fund — Int/Div Davis NY Venture Value Cl C Fund. — Int/Div Franklin Rising Dividends C1 C Fund — Int/Div Thomburg Inv. Inc Builder Class C Fund — Int/Div Capital Inc. Builder Class C fund — Int/Div Growth Fund of Am C1 C Fund — Int/Div 401K) Broker 24 Account; see part VIII Dodge & Cox Income Fund — Int/Div — Sold Dodge & Cox Stock Fund — Int/Div — Sold Riversource Trust Stable Cap Il Fund — Int/Div — Sold Royce Low priced Stock Fund — Int/Div — Sold Prudential Jennison Growth Fund — Int/Div — Sold American Funds EuorPacific Growth Fund Class A — Int/Div — Sold Victory Established Value Fund 1 — Int/Div — Sold Columbia Mid Cap Growth Fund — Int/Div — Sold Brown Capital Mgt. small Cap. Fund — Int/Div — Sold American Century One Choice 2015 Insti Fund (see Part VII — Int/Div — Buy Utah Educational Savings Plan, Age Based Gr: see Part VIII — Int/Div Broker #3 Account Fidelity Focused Stock Fund — Int/Div — Buy Janus Balanced Fund C1 T — Int — Buy Vangard Intermed Trm Invst Gr invest — Int/Div — Buy Vangard Intermed Trm Invst Gr Invest — Int/Div — Sold Lnited Comm Bk Sr Nt 6% — Int/Div — Buy Zions Bancorp. Mm. 3.6% note — Int/Div — Buy Board of Trustees, Utah Bankruptcy Lawyers Forum Reimbursement — American Bankruptcy Institute — Jan. 24.25.26 2013 — Denver, Colorado — Speak at seminar — meals, lodging, travel expense and tuition waiver Reimbursement — Norton Institute on Bankruptcy Law — Feb. 24 and 25, 2013 — Park City, Utah — Speak at seminar — meals, lodging and non waiver Reimbursement — Nanonal Conference of Bankruptcy Judges — April 7.8 and 9 2013 — Phoenix, Az — Committee Chair, Mad year meeting — meals, lodging, travel expense Reimbursement — George Mason University — March 11-15 2013 — Los Angeles, Ca — Participate mn judges seminar — meals, transportation, lodgmg, tmtion waiver Reimbursement — Federal Bar Assocition of Utah — May 10, 2013 — St. George, Utah — Speak at seminar — tuition, meals Reimbursement — TTT a al TER eT RT — with officers of the FIA and the MJA Reimbursement — Federal Bar Association of ) Utah — September 20 and 21. 2013 — Park City, Utah — Speak at seminar — meals, lodging Reimbursement — National Conference of Bankruptcy Judges — October 29-Nov, 2, 2013 — Atlanta, Ga — Attend Annual Meeting, Committee Chair — meals, lodging, travel expense Reimbursement — Federal Bar Association of Utah — October 25, 2013 — Salt Lake Caty, Utah — Participate in Annual Dinner and seminar — meal #27 Part VII. Broker #2 as listed in the 2012 report transferred control over this account and others to broker #4 on October 16, 2013 as part of a transfer by PN former employer of all retirement accounts for its employees or retirees, #37 Part VII. The filer had mcorrectly interpreted information from Broker #4 when the first Report was filed within the last few weeks as the reports issued were not clear. Upon further review and investigation, the filer is informed that Broker #2 may have liquidated all accounts listed on lines 27 through 36, and then transferred the liquidated amount to Broker #4. Alternatively, all of the funds listed on lines 27 through 36 may have been transferred to Broker #4 and Broker #4 then liquidated them while in the 401(k) plan and then purchased on behalf of file's JI the mutual fund listed on line 37, #38 Part VII. The full name of this fund is the Utah Educational Savings Plan, Age-Based Aggressive Growth (529 Plan). Five separate Funds are mamtamed for five separate [IN under the filer' SUI names. Monthly contributions are made. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7189. Public record. Not legal advice.