William Paul Johnson

2017Annual

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Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • NM Bank & Trust
  • State of New Mexico, retirement pension

As filed

USAA Fed Sav Bank (checking account) — Interest

Fidelity Management Trust Co. (IRA custodian) (H)

AT&T com stock (T) — Int/Div — Buy

Bank of America com stock (BAC) — Int/Div — Buy

Bank of America com stock (BAC) — Buy (add'l)

ONX Coal com stock (CNXC) — Int/Div — Buy

Conoco Phillips com stock — Int/Div — Sold (part)

Conoco Phillips com stock — Sold

Losan com stock (C22) — None — Buy

Losan com stock (C22) — Sold

Exxon Mobile com stock — Int/Div

Facebook com stock — None

Ford Motor Co com stock — Int/Div

Ford Motor Co com stock — Buy (add'l)

Intl Bus Machines com stock (IBM) — Int/Div — Buy

Intl Bus Machines com stock (IBM) — Buy (add'l)

Uranium Energy Corp com stock — None — Sold

Valero Energy Corp com stock — Int/Div — Sold

Fidelity Gov't Money Mkt fund (SPAXX) — Int/Div

Fidelity Contrafund (FCNTX) — Int/Div

Fidelity Intl Small Cap Fund (FISMX) — Int/Div — Buy

Fidelity Low Price Stock Fund (FLPSX) — Int/Div — Buy

Fidelity OTC Port Fund (FOCPX) — Int/Div

Fidelity Select Energy Fund (FSENX) — Int/Div — Sold (part)

Fidelity Select Energy Fund (FSENX) — Sold

Fidelity Select Industrials Port Fund (FCYIX) — Int/Div — Sold

Fidelity Select Semiconductors Fund (FSELX) — None — Buy

Fidelity Select Insurance (FSPCX) — Int/Div — Sold

Fidelity Select Chemicals Fund (FSCHX) — Int/Div

Fidelity Select Materials Fund (FSDPX) — Int/Div — Buy

Fidelity Select Materials Fund (FSDPX) — Sold

Fidelity Select Retailing (FSRPX) — Int/Div

Fidelity Select Software & IT SRV( (FSCSX) — Int/Div

Fidelity Select Transport Fund (FSRFX) — Int/Div — Buy

Fidelity Select Transport Fund (FSRFX) — Buy (add'l)

Agreement — 2017 — NM State Employees Pension Fund; pension at age 65; no control

Liability — NM Bank & Trust — unsecured line of cred

Spouse's income — 2017 — State of New Mexico, retirement pension

-Part VII, Investments and Trusts: Pursuant to the letter dated 7/18/19 from the Financial Disclosure Committee, the income amount codes for the assets

identified on lines 17, 21, 22, 27 and 34 were amended and corrected for the subject assets.

=Part VII, Investments and Trusts, line 6: CNX Coal Resources common stock (CNXC) was purchased on 8/11/17. In November 2017, CNX Coal Resources

changed its name to CONSOL Coal Resources (CCR). Subsequent FDRs will refer to this asset under its new name.

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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William Paul Johnson | Frix