Alan Bond Johnson
2012Annual
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Pull out the substance of this filing.
What was filed
106
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
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
- Lockheed Martin Corp Master Retirement Trust - Monthly
As filed
TRUST 4 pps mm
CHASE BANK ACCOUNT — Int/Div
CHASE BANK ACCOUNT — Int/Div
CHASE INVESTMENT SERVICES MONEY MARKET ACCT. — Int/Div
IRUST #2 ms {REVOCABLE TRUST"
AMERICAN NATIONAL BANK — Interest
WELLS FARGO — Interest
AMERICAN NATIONAL BANK - ACCOUNT — Interest
TRUST#3 REV. TRUST
FIDELITY BROKERAGE ACCT MONEY MARKET ACCT. — Int/Div
BARCLAYS BANK PLC IPATH ETN 12.6-36 — None — Buy
BARCLAYS BANK PLC IPATH ETN 12.636 — Buy (add'l)
CALAMOS GROWTH & INCOME CL A — Int/Div
CALAMOS GROWTH & INCOME CL — Int./y — Buy
DODGE & COX INT'L STOCK — Ine — Buy
FIDELITY ADVISOR NEW INSIGHTS — Int/Div — Buy
1SHARES TR S & P MODERATE ALLOC. FD — None — Sold
IPATHDJ-LBS COMMODIDX TR — Int/Div — Buy
JP MORGAN USRE CLASS A(X) — Int/Div
LOOMIS SAYLES BD INGTL — Int/Div — Buy (add'l)
LOOMIS SAYLES BOND RETAIL SHARES — Int/Div — Buy
LOOMIS SAYLES BOND RETAIL SHARES — Buy (add'l)
MERGER FUND — Int/Div — Buy (add'l)
MERGER FUND — Buy (add'l)
MERGER FUND — Buy (add'l)
MERGER FUND — Buy (add'l)
MERGER FUND — Buy (add'l)
MERGER FUND — Buy (add'l)
PIMCO ALL ASSET All AUTHORITY INSTCL — Int/Div — Buy
PIMCO ALL ASSET AUTHORITY CLD — Int/Div — Buy
PIMCO ALL ASSET AUTHORITY CLD — Buy (add'l)
PIMCO ALL ASSET AUTHORITY CLD — Buy (add'l)
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 ADMIN SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l)
PIMCO TOTAL RETURN ADMIN SHS — Buy (add'l)
SPIMCO TOTAL RETURN ADMIN SHS — Buy (add'l)
PIMCO EMERG MKTS CURRENCY — hy — Buy
PIMCO EMERG MKTS CURRENCY — Int/Div — Buy
PIMCO REAL RETURN BOND INSTL IX) — Int — Buy
PIMCO TOT RET INSTL — Int/Div — Buy
SPRTN TOTAL MKT INDEX INVESTOR CLASS — Int/Div — Sold (part)
SPRTN TOTAL MKT INDEX INVESTOR CLASS — Sold
VANGUARD ALL-WLD EX-US — Int/Div — Buy
VANGUARD INDEX FDS VANGUARD REIT ETF — Int/Div — Sold (part)
VANGUARD UTILITIES ETF (1X) — Int/Div — Buy
VANGUARD UTILITIES ETF (1X) — Buy (add'l)
VANGUARD UTILITIES ETF (IX) — Buy (add'l)
VANGUARD UTILITIES ETF (IX) — Buy (add'l)
VANGUARD MSCI EMERGING — Int/Div — Buy
VANGUARD GLOBAL REAL — Int/Div — Buy
GATEWAY FUND — Int/Div — Buy
GATEWAY FUND — Buy (add'l)
GATEWAY FUND — Buy (add'l)
GATEWAY FUND — Buy (add'l)
GATEWAY FUND — Buy (add'l)
GATEWAY FUND — Buy (add'l)
MATTHEWS ASIA DIVIDEND — Int — Buy
MATTHEWS ASIA DIVIDEND — Buy (add'l)
MATTHEWS ASIA DIVIDEND — Buy (add'l)
POWERSHARES DB COMMODITY INDEX — Int/Div — Sold
PWRSHRS RAFILS 1000 — Int/Div — Buy
PWRSHRS RAFI LS 1500 — hy — Buy
NEW YORK LIFE INS WHOLE LIFE — Int/Div
WYOMING DEFERRED COMP
OPPENHEIMER GLOBAL — Int/Div — Sold (part) — DIST
TROWE PRICE NEW HORIZON — Int — Sold (part) — DIST
ARTISAN MID CAP FUND — Int/Div — Sold (part) — DIST
WYOMING STATE RET. SYSTEM BEN ACCT (IX) — Int/Div — DIST
XCEL ENERGY SHS — Int/Div
AXA EQUITABLE LIFE INS COMPANY — Interest
UNITED STATES AUTO ASSOC — Interest
OKUST & -
BARCLAYS BANK PLCD IPATH ETN (xX) — Int/Div — Buy
DODGE & COX INTERNATL STOCK FUND — Int/Div — Buy
AMERICAN CAPITAL WORLD GRWTH & INC — Int/Div — Sold (part)
AMERICAN NEW WORLD CLASS FI — Int/Div
BRIDGEWAY ULTRA SMALL CO MARKET — Int/Div
CALAMOS GROWTH & INCOME CL A — Int/Div — Buy
CALAMOS GROWTH & INCOME CL A — Buy (add'l)
CALAMOS GROWTH & INCOME CL 1 — Int/Div
COHEN $ STEERS INTL REALTY INC CLA) — Int/Div
FIDELITY ADVISOR NEW INSIGHTS CL} — Int/Div — Sold (part)
FIDELITY CASH CLEARING ACCOUNT x) — Interest
FIDELITY CORE ACCOUNT — Interest
GATEWAY FUND CLASS A — Int/Div — Sold (part)
GATEWAY FUND CLASS A — Sold (part)
GATEWAY FUND CLASS Y — Int/Div
IPATH DJ-UBS COMMOD IDX TR — Int — Sold
ISHARES TR MSCI EAFE SMALL CAP INDEX FD — Int/Div — Sold
LOOMIS SAYLES BOND RETAIL SHARES — Int/Div
MERGER FUND — Int/Div — Sold (part)
MERGER FUND — Buy
OAKMARK INTERNAT'L SMALL CAP 1 — Int/Div — Sold
PIMCO ALL ASSETS ALL AUTHORITY CLD — Int/Div — Sold (part)
PIMCO ALL ASSETS ALL AUTHORITY CLD — Sold (part)
PIMCO EMERGING MARKETS CY ADMNCL — Int/Div
POWERSHARES FTSE RAFI US 1000 — Int/Div — Buy
VANGUARD INTL EQUITY INDEX FD INC FISE — Int/Div — Buy
VANGUARD INTL EQUITY INDEX FD INC FISE — Sold (part)
VANGUARD INTL EQUITY INDEX FDS MSC — Int/Div — Sold (part)
VANGUARD SECTOR INDEX FDS VANGUARD UTILS — Int/Div — Buy
VANGUARD ALL-WLD EX-US SM CP ET — Int/Div — Buy
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 — 2012 — Wyoming Judicial Retirement - Monthly — S2.863.00
Income — 2012 — State Employers Retirement - Monthly — $272.00
Spouse's income — 2012 — 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 m 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
. It contains financial investments listed on schedule VII that | believe are the sole financial interests of the
trust. No portion of the trust is derived from my assets, income or activit
or those of my spouse, During 2010 I became successor trustee of the trust and have
therefore listed on Schedule VIL 1am not an income or principal beneficiary of the trust,
. 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 Bank and Wells Fargo National Bank, Part VII,
Trust #3 holds and controls items listed on schedule VIL
Trust #4 is another trust established
. Lam not a trustee or beneficiary of this trust, the assets listed are listed due to the
income tax return in 2012.
filing of a
Wyoming Deferred Compensation Plan 1s & program for State Employees to deposit earnings for deferred tax investment. 1 received reports entitled Wyoming
Retirement System 457 Deferred Compensation Plan ¢/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 each year and will be taxed.
reported assets
consists 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 Xcel 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 I was with converted a group term policy into whole life.
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.