Susan Webber Wright Financial Disclosure Report for 2009
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Transcript of Susan Webber Wright Financial Disclosure Report for 2009
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8/3/2019 Susan Webber Wright Financial Disclosure Report for 2009
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F!NANCIAL DISCLOSURE REPOR TI w~m~ svs~ w.
~.,~ o~e ~o.Page 2 of 2505/13,2010
I II . N O N - I N V E S T M E N T I N C O M E . m , ~ .,~ .~ J~.o~o.~,~o..:.~p~ ~ - U o / [ a i . ~ ~ , . ~ 0 . , , )A. Filers Non-Investment Income
[] NONE ( No reportable non-investment income.)DATE SOURCE AND TYPF, ~
(yours, no t ~pou~s)I.
2.
3.4.
B. Spouse s No n-Investme nt Income - tf., . ,~re ~,o ra~ring ~av~ai.~~llar mn~mt not r~ir~ ~c~for honom~a.) " -
~ NONE ~o ~ortable non-htv~tmen/income.)~ SOURCE
I. 2~9 ~lf~ployed ~ey ~d coasu~nt
3.4.
I V . R E I M B U R S E M E N T S _ ~ . ,~ ,~ . , ~ . , ~o,~,,t,so,,,~, l n c l u d e s t h o ~ t o s p o u s a n d d ~ p e n d e n l c h i l d re n ; s e e p p . 2 5 - 2 7 o f f i li n g i m ~ c t i o n s . I
~ NONE ~ro t~portab& reimbu~ements.)SOURCE ~ L~AUO~ P~S~ ~MS P~ OR PRO~DE~
I. F~st Amen~ent C~t~ Feb~ 25-27 Nashville, ~ m~t co~ ju~e ~tion, ~tel ~d m~l~2. Cure.and Sch~l of~w M a y i 5-16 B~ AL ~afi~ s~ ~m~ation. hotel and m~ls3.4.5.
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F~NANCIAL DISCLOSURE REPORT1 Name of Perton Repordag
Date of Repor!Page 3 o f 25 wmca~, st~sx~ w. o ~ ~ . . - 2 o ~ o
NONE ~o repor~able~fis.jSO~CE DESC~PTIQN ~
I.2.3.4.5.
N O N E ( N o reportable liab ilities.)VALUE COD~E1.
2.3.
5.
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FINANCIAL DISCLOSURE REPORT [ wmcnr. SVSA.n w.Page 4 of 25
NO ~ (No reportable bwome, ~sets. or transactions.)A . B, C . D,e~ of As~ ~r ~n~ Gross ~lue at ~(iml~mg ~t ~) ~g ~fi~ ofr~g ~ Trm~ch~ ~ing t~ng ~
(A mJo 1~. O - P , c~., r~) ]. i (,.p) ~ ,,,.~1 . Wel ls Fargo Br ok.~ccL4 " ] A Int/Div. J(~) ..... T Muged 04.24/09 M A SeNo~es A I and A2[with line 269)2. Wells Fargo M~ M~ ~ts A lnt~ K T3. Ke3~mne P~6~s MetMs ~ A Divi~nd 1 T4. T~CREF- I ~03(b) E lnte~st N I Dis~bul~
OI/lO,~ S~ Note H.5. Re~ons B~k A Intrust K T ~ ~
6. B lnt.~v N T7. - 3M Co~ ~ ~ ~
g . - A b b o ~ L a b s
9. - US Bank
1 !. - Diamonds Trust I
12. - GM Corp ~ ~ ~~
1 3 . - Ishares Cohen & Steers Real.ty M a j o r sIndex Fnd1 4 . - Ishares Tr-Dow JOnes US Indl SectorIndex Fnd1 5 . - Ishares TR Consumer Cyclical
1 6 . - Ishares TR S&P Mideap1 7 . - Dillards Cap Tr
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20, - Acccnture Ltd.
21 , - Altria Group Inc.- Apartment Investment & Reit MatmgementCo~A
~lar Inc.24. - Chevron Corporation
25. " Colgate-Palmolive Co.
~on Res Inc VA Nmv
27. - EliLilly & Co28 . - Exxon Mobile Corp.
29 . - Frprt-Mcmm CPPR& G Id B30. - General Electric Company
31. - H arra~ Entml Inc.
33 . - In t e r n a t i o n a l B u s i n e s s M a c h i n e C o r p .34 . - I S h a r e s L e h m a n 2 0 * Y r . T r e a s
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3 6 . - IShars Ira Gr Bond ETF3 7. - IShres Momlng Mid Grth
3 8 . -IShares MSCI Hong Kong Index
39 . - IShaxes MSCI Pac Ex-/apn40. - IShares MSCI EAFE Index Fund
- IShar~s MSCI Singapore Index Fd.4 2 . - I S- ha re s N Y SE 1 O O In d ex
43 . - IShares Russell Midcap V alue
4 4 . - lshrs Lehraan MBS F-R E T F45 . - IShares S&P Mideap 400 V alue Index Fd4 6. - lShares S&P Small Cap 600 Value IndexFd .47. - IShares TR Russell 2000 Value Index4 g . - IShares TR i-3 Yr Treas Index Fd4 9 . - Johnson & Johnson , ,50 . - Kraft Foods Inc. CL A
5 I . - Kxoger Co . Co mma.
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FINA1NCIAL DISCLOSURE REPORTPage 7 of 25 w m~,r, svs~,.x ~v. 0 . ~ , l S : 2 0 ~ 0VII. I~STMENTS and TRUSTS _ i.~.~
NO~ (,~% reportable income, assets, or transactions.)A. B. C.~s~plion of As~ ~c~e ~n~ Gross vzl~ tl ~ I D.(including ~st as~) ~g ~fiM of r~
Pl~ceIX)" a~ e~ch m~l ~o~IX~ (eg.. V~ue [ V~ ] (5 )
~ - Liudoln Nail Co~ ~d
54 . - Microsoft Corp
55. - Onok Inc New
56. - Pfizer Incmpora,ed
57. - Philip Morris Intl Inc.
58 . - Pow er,shares Intl Divd Achievers Portfolio
5 9 . - Regal Entertainment Grp A60. - R.PM lntl Inc.
6 I. - Sanofi-Avemis ADR62. - SPDR S&P Dividend ETF63 . - Streettracks Dow Jones E uro Stox.x 50 FD64 . - Streetlracks Gold Trus~
65. - Technology Sector Spdr
66. - United Technologies Corp
67 . - USBanorp68 . - Vanguard Em~ghtg Markets ETF
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FINANCIAL DISCLOSURE REPORT ~,=,ofr,~o Repotling Date efReportPage 8 of 25 wmaar, sts~ w.. o . ~ . , t 3 , 2 o t o
~ N O ~ (No hwome, ~sets, or tmnsac6ons.)epo~bleA, B. c. D.
~o~t [ T~ 1~. V~u W ee T~ leg. Date I VM~ Gma l~titv ofex+ ~ ~or +~l~, (A-H, ] orint)(I-p) C~e3 r~p~)
~ { J - P )( A - H ) (if ~te
70 . - Ve~on C~eatiom C~71 . - Wqs~m~e D~ T~ 10 0 Fd
7 3 . ge~ons B~k (chkg) B In~st J T74. Mom ~to Co--on S t~k A DKi~nd K T
75. Monsaalo D Di~5~nd K
77. Jon~ro AR Rrs Hsg & H eal& Cam Fae A lnt~ J T
78 . ~m Fad tbr ~ & lnc ~B - ~ B Dixq~nd K T79. ~am Fnd thr Gw~ & Inc ~B - ~ B Divi~nd J T8 0. ~hmm Fnd tb r G~s~ & lnc ~B A Divi&nd J T81 . F~stSmr82 , Re#ons B~k A Into J83 . lng B Intrust K T
K
85 . - SPDK S~s 1 B u y 9 t15 /~ J
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FINANCIAL DISCLOSURE REPORT ~ .... [ P e r s o n R e p o r t i n g D a | e o f R e p o r lPage 10 of 25 w R m n r. S U S A N W . 0 5 : 1 3 : 2 O I 0
RO~ ( o reportable income, assets, or transacoons.)& B c. ~ D,~ption of As~ ~o~
P l ~ e ~ ( ~ " a ~ e ~ h ~ t ~ o ~ t I T ~ ( e . $ . . ~ V ~ u e ] V~ l T~ (e g.. D a ~ e Value J G~n] l ~ f i w o f~) (I-P) (A-~ ( i f ~ v a l e
10 3 . Fmd~enta l lnves t~ Inc A Dividend I T104 . G lobal Marine A Dividend J " T " 105, New P~clives Fund Inc A Divi~d106. ~eimer MainSt. Fund Inc. & G~, A Divi~nd K107. ~am Fd. ~r G~ & Inc C i B A Di~i~nd K T108. Wmh~ Mull ~vest~ A Divld~ J T1~. : T~ent~T~stl : ~SDW B lm.~v. L TI IO. - ~lanced ~o~h F~d A (MS I)
I I . - B a l a n c e d G r o w t h F u n d B ( M S I )
12. - Dividend G r~.h Securities A (MSI)13. - Dividend Grw th Seeuritie~ B [MSI}la. - Sttalegist Fund A (MSI)
1 1 5 , - Global Advantage Fd B (prey - Euro GrwtlFd B (MS 1)11 6. - Aggr~five Equity Fd B
117. - Sisalgist Fund B (MSI)
19 . - AruerGr FdofAmer lea F
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N a m e e f P e r~ m a R e p o r t in g Date of ReportFINANCIAL DISCLOSURE REPORTI W m ~ H ~ , S V S ~ , N W .Page 11 of 25
0 .~ . . ~ .~ o I 0
NO ~ (No repo~ble income. ~sets, or transacOons.)& B. C. D.
Dex~on of As~ ~ome ~ug Gr~ value at{i~lud~g ~ ass~) r~g ~n~ ofr~g p~
tx~pt ~om pr~ ~l~me "~ction)
120. - Fidel Adv Dv~fd ~tl A
121 . - Lazard Emerging Markets 1
122. - Phoenix Mu lti-Sector SIT BD A
123. - PIMCO Ttl Ret A
124 . - RS Partners A125. - ffCW Galileo Div Focus N1 2 6 . - MS(DW) ~ctive Asset Money Fnd1 2 7 . T r u s t 1 1 A Int./Div. M T
128. - Amer Fnds Crt~th Fund of America CI A Sold i I , 2 7 1 0 9 J A
129. - American Funds Wash. Mut. Fds. Sold 1 / 2 7 1 0 9 J Ai 30. - Aston/Optim Mid Cap N B uy 10/17/09 J
13 !. * Cohen & Steers Intl Realty A B uy ! if27/09 J
132. - H artford Cap Appree A B uy i 1/27/09 J
133 . - Lazatd Em erging Mkas Open B uy I 1~ 7/09 J
134 . - MSff hat l SmallCap P B uy 11/27;09 J
135. - Pimco Total Return AB uy i !,27:09 J
13 6.. KS partners A B uy 11/2709 J
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INamef Perloa Repordn~INANCIAL DISCLOSURE REPORT] W RIGIII, SUSAN W.
D a t e o fPage 12 of 25 o . ~ , ~ 3 : 2 o i o
[] NONE (No reportable income, asse/s, or transoctions.)A. B. C. D.Description of Assets lvcome dtwing Gross value at end Tra,sactions oMring reporting period(including trust assets) rep ortia$ p eriod of rep orting period
: A m o u a t T y p e ( e . g . V a l u e I Va lu~ X y p e t e g . . I DateI Value I Gain I +d~tityofexemp t f~o , pr ior dlsc losure . Code 1 div., re.hr. COde2 , MethOd bay. sell.[ mmidd.,3,3,
Code 2 } Code I I buyer;selk..r(A-H} ot int.) (I-P) } Code 3 redemptmn} (J.p) (~fpflVllte
137. - TOW Div Focumd N B u y 10 / 17 / 09 J! 38. - US "[reasury Note139. - Money Fund I (MSDW)
iV~A~M~B .............. A Interest L "l"14 I . - Aetlvision Inc.
142 . AmphenoI Corp. New CI.A
1 4 3 . - Baler-Hughes Inc "1 4 4 . - Bank of America Corp1 4 5 . - Caterpillar
1 4 6 . - Citri~ Systems Inc.
1 4 7 . CVSiCaremark RX (m~rg~)1 4 8 . - Danaher Corporation149. - Devon Energy
5 0 , - El Paso Corporatton
1 5 1 . - El Paso Corporatton
1 5 2 . - J o h n s o n & J o h n s o n1 5 3 . - J P M o r g a n Chase & Co.
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Name of P~oa Rcportiag Date of ReportPage 13 of 25
N 0 ~ ~ o repor~ble income, ~sets, or tramac~ons.)B. C. D
~pd~of As~ ~om ~g G~ val~ at ~ Tr~sac ti~ d~ag t~o~mg pen~
pl~e"~)a~hasmt ~tI T~(eg. V M ~ VMm r~(e.g.. [ Date V,I~ [ Grin / Idmn~of(A-HII ,int.) { I - P ) C~e3 t~O~)
(j.p, ! (A.H) / ,if ~ate
155. - Nobk Co~afion
15?. - Polo R~ph ~uren
163. - T~a p~a~uticals lnds(~. - ~ Amc~t~de Holing Co~
i65. - US ~r~sa~ Note
I ~. Washh~on Mutual ~x Fd (I~) A Dividend J T
~67. E~i~ Inc. Fd. So l . T~ 97 SeL A
168. F~en~ lav~tor In (I~) A Dividend J T
~69. ~w positive Fd. In~ A Divi~nd J T
170. ~m Fd. for ~ & lne Ci B {1~) C Divi~nd J T
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FINANCIAL DISCLOSURE REPORTPage 14 o f 25
I W R I G H T , SUSAN W.0 5 1 3 : 2 0 1 0
N O ~ (No reportable b~com e, assets, or tt~ttsacHons.)A. B. C. D.
01 ( 2 ) (I) (2 ) O) (~) (3) ~4)ex~fiompfior~l~e C~! d~..rmt. Co~2 Mc~ buy. sell, m~d~~" C~2C~I( A - H I or Jut) ( l - P ) C M e 3 rd~don) ( I - P ) (AdO
171, Bf i~101-My~ Squibb A Dividend J T
172. St~h. Eq. Tr , Sel. 10 lad A Divided J T
t 73. St~h Eq. Tr. Comp. Edge B~t I~ A Dividend J T
17~. St~h. Div. ~owfla B A Dividend J T
175. St~h. Bal. Gm~ C A Dividend L T
1 7 6 . Jo~ H~c~k Fin. Ind. Fd. C l a A Divi~nd J1 7 7 . T~nt Ca%. TX ~. Faes Dev C~ A Dividend J T
1 7 8 . ~L PFD C~. T~ III A Dividend I T
~9. Bmk ~age Acct (WI ) T~t E Int.~iv. N
i 8 0 . - Weas F~go Comps"8 1 . - N a v e~ M u n ic ip a l V ~ u e F
~ 8 2 . - Naveen lns~d Tax Free
1 8 3 . - Ev~n Intl Tr ~ Me~Is Fad CI AM FIM . - Coach1 8 5 . - Diamonds Trust
1 8 6 . - ISh~ TR Co~m~ Cyclie~ B uy 01115/~ J
~87. - Po~e~ha~ A~ & Defuse B uy ~/10,~ JPo~folio
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N a m e o f P e r s o m Reporting DateofFINANCIAL DISCLOS~ ~PORT ] W~GHT, SUSAN W. 0 5 t t 3 : 2 0 1 0Page 15 of 25
~ N O ~ (No repormble income, assets, or rransacaons.)Des~on of A~ ~c~~g G~ x~i~ a t e~ Tr~s~fio~ ~ng t~o~ing ~
18g. - Li~le R~k ~ S~ Rex" Con~r S~ A B~: Buy 02/2~9FSA Mun. Bon~/ 89. - Nuv~ Sl~t T~ F~ Inc~e Po~ 2$81 B uy : ~109/09 J
.~. Bmk~gc Acct,~ (I~) G ~nt..~iv. N T
191.Blac~k Fds US ~nitie~~L A A Divi~M Sold 1~22~ J B
~92. Am~ ~t. F~ T~ G~h Fd. A Di~nd Sold I~ J C
193. ~lac~=k Fds hfin Am~ ~D CL A A Di.~nd Sold 112,~ J B
I ~ . Cal~os ~v Tt New Conv ~ Fd CI A A Divi~nd ~ld 12,~ J C
1 9 5 . - Ta~nl Cn~ T~x H~ Facs Dcv C~H I~ Sys (m~i )
,97." - ISh~es Tr S&P ~0 0 Index ~.198 . - M~II Lynch Pfd Cap
Wachovia2~. -US20t. - Fed Nail Mtg .~s~ ~n~
202. - Fed Nad ~ tg ~sn N otes
~03. - Fed H~~ Mtg Notes
2~. - US Trea~
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I.Namef P e r s o n R e p o r t in g D a t e o f R e p o r tP a g e F IN A N C I A L 1 6 o f 2 5 D I S C L O S U R E REPORT [ wmG nT. StS.~,~ xv. 0 . ~ . i 3 , 2 0 X ONO ~ (No ~po~able income, ~sets, or transactions.)
A. T B. C. D.
] D,te ]Value ] G~.~ Id~t iwof
205. - US Tre~206. - US TreSs Inflation Index Notes
207. - Treasury Inflation [n~x
210. Pimm A~i~s Fxd ~c. ~es M21 ~. - Pow~r~ A~ & Defoe Buy 07/09/~ J
P~tbtio PPA
213. - A~&~ Inc. Buy 02:13!09
214. - Pow*~h~ A~m~ & Defoe Buy 0~109/~ JP~fMio215. Univ AR Univ R~ V~om A Di~ad J T B uy ~tl 7/~
216. WF Brok. A~. 1 ( l~ ) A ~t~iv. J
I 219 . - Alcoa Inc.
220. - Baak of America Cow.~_1. Caterpillar Inc. I
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DISCLOS~ ~PORTPage 1
~ NO ~ (No repo~a ble #mom e, assets, or transactions.)
Place "~" *~ e~h reset ~t T~ (e.g.. VM~ Vfl;e T ~ (e.g., ~ Dale I Value Gsin Id~ti~ of
224, - Colgate-PMmolive Co.
225. -CSX Co~.
226. - Exxon Mobil Corp.
227. - General Electric Co.
228. - Goldman Sachs Group Inc.
229. - Hewlert-Packard Co.
~31, - lnul Corp.
232. - I n lc r n l . B u s M a c h i n e s C o r p .
" ~ 3 3 . - IShme "rr. S&P Small Cap 600 Index Fd.- IShaxes 1BOXX Inv. Grade Corp BondF u n d
235. - [ S h a re s .r P M o r g a n E t E m e r g in g M a r k e tsBond Fd.236. - IShares M SCI EAFE Index Fund237. - IShams TR S&P M idcap 400 Index FcL238. - Johr~on ,~: Johnson
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FINANCIAL DISCLOSURE REPORT "Page 18 of 25 W R m n T .S U S A N W .
N O ~ (N o reportable income, ~sets, or lransac6ons.)A. B. C. D.
~fipd~ of As~ ~ ~ng(2) (t, [ (2) (I, (2) (9) [ (4)I ()
239. * ~ M org~ Cha~ & Co .240. - M c~nal~ Co ~.
242 . " [ M i~of i
24~. -Powe~r~ ET ~f~d Po~foUo ~X
~ 4 7 . - SPDR B~lays Cap H i Y~Id ~d E~J~i 248. - United Technologi~
249. -VFCo~,"
250. - Van~a~ Em~ug M ~e~ E~R
253. - Van~ Reil ETF
254. - WaI-M a~ St~ Inc .255. ~ 3M Company
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FINANCIAL DISCLOSURE REPOR TPage 19 of 25 [ w~G ~, s~sA~ w.
o ~ : ~ 2 0 ~ o
NO~ (b~ r~oaable income, ~sets, or t~ttsac~ons.)
O) (2) (i ) (2 ) ( t ~ ( 2 ) (3 ) 1 4 } (5 }P~e "~)" ~ ~h ~t ~ T~ (e.g. V~ Value T~ (e.g.. D a t e Value G ~n lactic" of
256. WA Bm~ Acet.fi B lnt~t N See Note C
257. - Wells F~go B~k Co. M ~y M ka. A~t. A Int.~v, J T
258. - ~ St. Univ R~" Ref& Conm-Sm~t A lnt.~v. J TF~ M~.259. - ~ St. Dev Fh Au~ Rev Epis~al A lately. J TCollegiate Sch ~oj B,~ _~. - Conway W~teWat~ Rev. lmpr , B /Q B~ A Int.,~v. K T
261. - ARSt, Ybuv R~" Student Fee Beebe A IntADiv. K TCampus B/E Amba262. - Little Kiv Cnty AR Rev P, FDG Anal I n t . ~ D i v . K TGa-Paco Corp Proj ,, .263. - Uaiv AR Unlv Revs V arious A Int./Div. JFtm-Fayetteville Set A B /E OIL26~. - Nuveem SeI. Tax Free Income Port 2 SBI B Int.tDiv. K T
~65. - Nmtzcn Mu ni Value Fund Inc. B Int,/Div, L T
266. - Nuvem Ins. Tax Free Adv. Mtmi Fd NEA A hatJDiv, J
267. WA Bok. A,1.8 OqEW)~ Ed.Fd.d4~,6 A lntJDiv. JA lnt./Div. L T268.
269. WF Brok. Acct. 9 (New) IP-A 35 B Int.,q3~v. N T Ol~a 04/271091 N See Note AI.
1270. - Andarko pcuol , C o .
~71. - AOL Inc.272. - AT&T Inc.
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FINAI~CIAL DISCLOSURE R EPORT , ~ . = . o f ~ , ~ , R , p o . t * * D , t, o f R , p o .Page 20 of 25 WRIG tlT, SVSAN W. 0 5 ! 1 3 , 2 0 1 0
274. -Cabot Oil & G as
275. - L-hevron Corp.
276. - CignaCorp.
277. - Coraerica Inc.
278. C o m i n g . In c .
279. C V S C a r e m a tk C o r p .
280. - Devon Energy Corp
281. - Dirctv
282. - Dim~:y Walt Companhy
283. - DPL284. - Du Pont E.I. De Nemours & Co.
2 85 . - E M C Co rp M ass
2 86 . - Exe lo a C o rp .
2 8 " / . - Exxoa Mobil Corp.288. - G e n ~ m l E l ec a i c C o .289. - G 0 1 d m ~ m S a c h s G r o u p I n c .
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I~ a t a o f P e r s o n R e p o r d a g D a t e o f R e p o r tFIN/UNCIAL DISCLOSURE REPORT] WRIGIIT, SUSAN W.
Page 21 of 25 0 ~ , 1 3 i 2 o i o
NO ~ (No reportable income, asset~, or tmnxac~ons.)A, B, C. j D.
~ of As~ ~c~e ~ng G~ value atO) I (2 ) (I) ( 2 ) (I ) ( 2 ) ( 3 ) ( 4 ) (~ )
2 9 I . -Hc~ H J Co .
292. - H ewlett Packard Co.293 . - l~otne Depot Inc.
294 . - Ho~eywell Intl. Inc.
295. - Jack in the Box Inc.
!96. - John*on & Jolmmn
297. - JPMorgtm Chase & Co.
298. - Knight Capital Group Inc.
~99. - Lib~ty Media Interactive A300. - Libet~ Med ia Carp. Starz.com Series A301. - Lorillard Inc.
302. - Mar~ & M cLennan Cos., Inc.
~ 0 3 . - M~x:k & Co Inc.
304. - Malife Inc.3 0 5 . - M o r g a n S t a n l e y & C o .
306. - Natiotml Fuel Gas Co.
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308. - Noble Energy Inc.
309. - N0kia Corp.
310. - Peabody En~gy Corp.31 I.P f t z ~ I n c .
~ , 1 2 . - Procter & Gamble Co.
3 1 3 . - IR~ytheon C o m p a n y[ 3 1 4 . - P ~ o ~ i n t o P L C1 3 1 5 . - Simon Prop,my Group
316. - SPX Corp.317. - Symantec Corp.318. - "Ihrrao Fisher Scientific Inc.
319. - T m x Warner Inc.~20. - UnitcdHe alth G roup Inc.
3 2 I . - URS Carp New322. - U S B a n c o r p N e ~ v
323. - Vcrizon Communications Co.
Me{hod Co~k~ Q =A!~rr~isal R "~t 02.~1Es~a~e O~y) S -A~,~mx-m T - .Cash Mar l~(Oh~a C 2 ) U ~ Vth.w V -,OtheI W
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FINANCIAL DISCLOSURE REPORT ~ . . e o ~ V e , ,o . R , p o . ~ . g D.,, o ~ R e p o ~Page 23 of 25 WRIGH T, SITSAN W. 05:13 /2010
324. - Wells Fargo Co.
325. - X L ~apital Ltd.
326. V ~FIRA O AtFIQ . , ., . , ,~ -Roth IRA) A Distribution J T Open 09/07/O9 J
327. -AT&T Inc.i 328. M~tropolitan National B ank-Litt le Rock A Interest J T Se Note F.
329. Layfayett Co., AR (royalty & fractional E Royalty M Wmineral interests)330. Mille* Co., AR (roy. ~lty & fractional mineral A Royalty J W
33 I. Wdmter Paris~ LA (royalty & tractional C Royalty K Wmit~eral inter(st)~ t 3 2 . Caddo Parish, LA (royally & fractional C Royahy J Wmineral interest):G3 . Col~abia Co. AR (mineral interest) A Royalty J W3:~. H erapstead C o., AR (mineral interest) A Royalty J W
335. Mille r Co., AR (land) N o n e J W S 1 N o t e G .
~~6. Lafayette Co.. AR (land) None J W SNote G. ~
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Ia m e o f P e r u ~ n R e p o r t i n g D a t e o f R e p o r tP a g eF I N A N C I A L 2 4 o f 2 5 D I S C L O S U R E R E P O R T [ W R I G H T , S U S A N W . 0 5 1 1 3 ; 2 0 l 0VIII. ADDITIONAL 1NFO~TION OR EXPLANATIONS.
P A R T I . Person repor ting is Susan W. Car~er . bu t she cont inues Io use f~ name (Su~ W . Wdgh0 al the co~ho~e and onPARTNo~e A 1. (ln. 1) This accent m~g~ into a new a~unt ~ 4,~7,~ (In. 230).Note ~. ~ 2). All ~evious accosts held by Wachovia ~ti~ ~ now held by Wells F~8o.No~. B. ~. 86) ~s ~ w~ m~ak~y ~d ~ hst ye~s ~.No~ C. (~- 98). Incl~cs all Unlv~i~ of ~s bol~n~. Fo~ly llstcd ~ Univ~i~ of A~ Bo~d of T~s.Note. D. (I~. I 01 ~d 1 ~) ~is money ~nd w~ duplic~cd ~ Ih~ lines in 1~ ye~ re~. I ~llcd ~. 190 in ~is ye~s ~.Note E. {I~ 217) ~is a~ount p~vio~ly lis~ in ~e a~reg~e. ~is ye~ ~ it~izes ~e ~et~ ~in~ in this b~kc~ge accost p~t to ~ Filinglnstmcti~s {pg. 39).Note F. (1~.32g-336) New holding.Note G. ~s. 335-336) non-m~o~cing propels.Note H . ~. 4 ) ~is i s a p~ial d is~but~. ~is i s the ~d ye~ I have tak~ a pa~i~ ~s tf ibu t lon ~m ~is account. I ~oneous ly t~i led to note thisdis~bution ~ prcvio~ yc~ ~o~s. ~previ~s two ye~ w~e also "E" amount.
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]~ame of Per,~on Reporting Date of I~ep~rtFINANCIAL DISCLOSURE REPORTPage 25 o f 25IX . CERTIFICATION.
I certify that nil information given above (including information pertaining to my spou~ and minor or depend ent children, If any} isaccurate, true, and com plete to the best of my know ledge sad belief, and that any information mot reported w as withheld because it met applicable statuto~"provision~ permitting non-dlsciosure~! farther" certify, that earned income from outside employment and honoraria and the acceptance of gift~ which have been reported are Incompliance m~h the provlsiou~ of 5 U.S.C. app. 501 et . ~q~ 5 [! .S.C. 7553, and Judicial Confe~cace regulations.
NOTE: AN Y LNDI~qDI3AL WH O FLNOW INGLY AND WILF[rLLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY B E SUBJECT TO CI ILAND CRII~fINAL SANCTIONS (5 U.S.C. npp. 104)
FILING INSTRUCTIONSMail signed original and 3 additional copies to:
Com mittee on Financial DisclosureAdm inistrative O ffice of the United Slates CourtsSuite 2-301One Colum bus Circle , N.E.Washington. D.C. 2054 4