Susan Webber Wright Financial Disclosure Report for 2009
Content
Wright, Susan W.
F!NANCIAL DISCLOSURE REPORT Page 2 of 25 I w~m~’ svs~ w. III. NON-INVESTMENT INCOME. m,~.,~.~ J~.o~o.~,~o..:.~p~ ~-Uo/[ai.~ ~,.~0.,,)
A. Filer’s Non-Investment Income []
NONE (No reportable non-investment income.)
~.,~ o~e~o.
05/13,’2010
DATE
I. 2. 3. 4.
SOURCE AND TYPF,
~
(yours, not ~pou~’s)
B. Spouse’s No n-Investment Income - tf.,. ,~re ~,ora~ring ~av~ai.~
¢~llar mn~mt not r~ir~ ~c~for honom~a.) " -
~
NONE ~o ~ortable non-htv~tmen/income.)
~
I. 2~9
SOURCE
~lf~ployed ~ey ~d coasu~nt
3. 4.
IV. REIMBURSEMENTS _ ~.,~,~.,~., ~o,~,,t,s’o,,,~,
¢lncludes tho~ to spous and d~pendenl children; seepp. 25-27 of filing im~ctions.I
~
NONE ~ro t~portab& reimbu~ements.)
SOURCE
I. F~st Amen~ent C~t~ 2. 3. 4. 5. Cure.and Sch~l of~w
~
Feb~ 25-27 May i 5-16
L~AUO~
Nashville, ~ B~ AL
P~S~
m~t co~ ju~e ~afi~ s~
~MS P~ OR PRO~DE~
~tion, ~tel ~d m~l~ ~m~ation. hotel and m~ls
F~NANCIAL DISCLOSURE REPORT
Page 3 of 25
Date of Repor!
wmca~, st~sx~ w. 1 Name of Perton Repordag
o~~..-2o~o
NONE ~o repor~able~fis.j SO~CE
I. 2.
DESC~PTIQN
~
3. 4.
5.
NONE (No reportable liabilities.)
VALUE COD~E
1. 2. 3.
5.
FINANCIAL DISCLOSURE REPORT [ wmcnr. SVSA.n w.
Page 4 of 25
NO~ (No reportable bwome, ~sets. or transactions.)
A. De~ of As~ (iml~mg ~t ~) B, ~r ~n~ ~g ~fi~ C. Gross ~lue at ~ ofr~g ~ D, Trm~ch~ ~ing t~ng ~
(A’mJo’ 1~’.’
1. ~ 2. 3. Wells Fargo Br ok.~ccL4 "’ (~) ..... Wells Fargo M~ M~ ~ts Ke3~mne P~6~s MetMs E A Intrust K ~ A Divi~nd N ] A A Int/Div. lnt~
O-P,
c~.,
r~) ]. i (,.p) ~ ,,,.~
J K 1 I ~~
T T T
Muged [with line 269)
04.24/09
M
A
Se No~es A I and A2
4. T~’CREF- I ~03(b) 5. Re~ons B~k 6. 7. g. - 3M Co~ - Abbo~ Labs
lnte~st T
Dis~bul~ OI/lO,~ S~ Note H.
B ~
lnt.~v ~~
N
T
9.
- US Bank
1 !. - Diamonds Trust I 12. - GM Corp 13. 14. 15. 16. - Ishares Cohen & Steers Real.ty Majors Index Fnd - Ishares Tr-Dow JOnes US Indl Sector Index Fnd - Ishares TR Consumer Cyclical - Ishares TR S&P Mideap ~ ~ ~~
17. - Dillards Cap Tr
20, - Accc’nture Ltd.
21,
- Altria Group Inc.
- Apartment Investment & Reit Matmgement Co~A
~lar Inc.
24. - Chevron Corporation
25.
" Colgate-Palmolive Co.
~on Res Inc VA Nmv
27. - EliLilly & Co 28. - Exxon Mobile Corp.
29.
30.
- Frprt-Mcmm CPPR& GId B
- General Electric Company
31.
- Harra~ Entml Inc.
33.
- International Business Machine Corp.
34. - IShares Lehman 20* Yr. Treas
36.
37.
- IShar¢s Ira’ Gr Bond ETF
- IShres Momlng Mid Grth
38.
-IShares MSCI Hong Kong Index
39.
40.
- IShaxes MSCI Pac Ex-/apn
- IShares MSCI EAFE Index Fund
- IShar~s MSCI Singapore Index Fd.
42. - IS-hares NYSE 1OO Index
43. 44. 45.
46.
- IShares Russell Midcap Value - lshrs Lehraan MBS F-R ETF - IShares S&P Mideap 400 Value Index Fd
- lShares S&P Small Cap 600 Value Index Fd.
47. 4g. 49.
50.
- IShares TR Russell 2000 Value Index - IShares TR i-3 Yr Treas Index Fd - Johnson & Johnson
- Kraft Foods Inc. CL A
,,
5 I.
- Kxoger Co. Comma.
FINA1NCIAL DISCLOSURE REPORT
Page 7 of 25 VII. I~STMENTS and TRUSTS _ i.~.~
wm~,r, svs~,.x ~v.
0.~,’lS:20~0
NO~ (,~% reportable income, assets, or transactions.)
A. ~s~plion of As~ (including ~st as~) Pl~ce’IX)" a~ e~ch m~l B. ~c~e ~n~ ~g ~fiM ~o~I X~ (eg.. C. Gross vzl~ tl ~ I of r~ V~ue [ V~ ] D.
(5)
~ - Liudoln Nail Co~ ~d
54. 55. 56. 57. 58. 59. 60.
- Microsoft Corp - Onok Inc New - Pfizer Incmpora,ed - Philip Morris Intl Inc. - Power,shares Intl Divd Achievers Portfolio - Reg’al Entertainment Grp A - R.PM lntl Inc.
6 I.
62. 63. 64. 65. 66.
- Sanofi-Avemis ADR
- SPDR S&P Dividend ETF - Streettracks Dow Jones Euro Stox.x 50 FD - Streetlracks Gold Trus~ - Technology Sector Spdr - United Technologies Corp
67. 68.
- USBan¢orp - Vanguard Em~ghtg Markets ETF
FINANCIAL DISCLOSURE REPORT Page 8 of 25
~,=,ofr,~o Repot’ling
Date efReport
wmaar, st’s~ w..
o.~.,t3,’2oto
~
NO~ (No repo~ble hwome, ~sets, or tmnsac6ons.)
A, B. c. D.
~o~t [ T~ 1.~. ex+ ~ ~or +~l~, (A-H, ]
V~u¢
Wee
C~e3
T~ leg.
r~p~)
Date I VM~ Gma (A-H) ~ {J-P)
l~titv of (if ~te
orint)(I-p)
70.
- Ve~on C~eatiom C~
71. - Wqs~m~e¢ D~ T~ 100 Fd
73.
ge~ons B~k (chkg)
B A D
In~st DK’i~nd Di~5~nd
J K K
T T
74. Mom~to Co--on St~k ’ 75. Monsaalo
77. 78. 79. 80.
Jon~ro AR Rrs Hsg & Heal& Cam Fae ~m Fad tbr ~ & lnc ~B - ~ ~am Fnd thr Gw~ & Inc ~B - ~ ~hmm Fnd tbr G~s~ & lnc ~B
A B B A
lnt~ Dixq~nd Divi~nd Divi&nd
J K J J
T T T T
81. F~stSmr 82, 83. Re#ons B~k lng A B Into Intrust J K T K 85. - SPDK S~s 1 Buy 9t15/~ J
FINANCIAL DISCLOSURE REPORT
~ .... [Person Reporting
Da|eofReporl
Page 10 of 25
wRmnr. SUSAN W.
05:13:2OI0
RO~ ( o reportable income, assets, or transaco’ons.)
& ~ption of As~ B. ~o~ c. ~ D,
Pl~e ~(~" a~ e~h ~t
~o~t I T~ (e.$.. ~ V~ue
] V~ l T~ (e g.. ~)
Da~e
Value J G~n] (I-P) (A-~
l~fiw of (if~vale
103. Fmd~ental lnvest~ Inc 104. Global Marine 105, New P~clives Fund Inc 106. ~eimer Main St. Fund Inc. & G~’, 107. ~am Fd. ~r G~ & Inc C i B 108. Wmh~ Mull ~vest~ 1~. : T~ent~T~stl : ~SDW I IO. - ~lanced ~o~h F~d A (MS I) I I. - Balanced Growth Fund B (MS I) 12. - Dividend Gr~.h Securities A (MSI) 13. - Dividend Grwth Seeuritie~ B [MSI} la. - Sttalegist Fund A (MSI) 115, - Global Advantage Fd B (prey - Euro Grwtl Fd B (MS 1) 116. - Aggr~five Equity Fd B 117. - Sisal©gist Fund B (MSI)
A A A A A A B
Dividend Dividend Divi~d Divi~nd Di~i~nd Divld~ lm.~v.
I J"
T T "’
K K J L T T T
19. - AruerGr FdofAmerlea F
FINANCIAL DISCLOSURE REPORT
Name ef Per~ma Reporting
Date of Report
Page 11 of 25
0.~..~.~oI0 I Wm~H~, SVS~,N W.
NO~ (No repo~ble income. ~sets, or transacOons.)
& Dex~on of As~ {i~lud~g ~ ass~) B. ~ome ~ug r~g ~n~ C. Gr~ value at ofr~g p~ D.
tx~pt ~om pr~ ~l~me
" ~ction)
120. - Fidel Adv Dv~fd ~tl A 121. - Lazard Emerging Markets 1 122. - Phoenix Multi-Sector SIT BD A 123. - PIMCO Ttl Ret A 124. - RS Partners A 125. - ffCW Galileo Div Focus N 126. - MS(DW) ~ctive Asset Money Fnd 127. Trust 11 A Int./Div. M T Sold Sold Buy Buy Buy Buy Buy Buy Buy i I,’27109 1/27109 10/17/09 ! if27/09 i 1/27/09 I 1~ 7/09 11/27;09 i !,’27:09 J J J J J J J J A A
128. - Amer Fnds Crt~’th Fund of America CI A 129. - American Funds Wash. Mut. Fds. i 30. - Aston/Optim Mid Cap N 13 !. * Cohen & Steers Intl Realty A 132. - Hartford Cap Appree A 133. - Lazatd Emerging Mkas Open 134. - MSff hatl SmallCap P 135. - Pimco Total Return A 136.. KS partners A
11/27¢09 ’ J
FINANCIAL DISCLOSURE REPORT
Page 12 of 25
IName
of Perloa Repordn~
Date of
o.~, ~3:2o io
] WRIGIII, SUSAN W.
[]
NONE (No reportable income, asse/s, or transoctions.)
A. Description of Assets (including trust assets) B. lvcome dtwing reportia$ period C. Gross value at end of reporting period D. Tra,sactions oMring reporting period
:Amouat
exempt f~o, prior dlsclosure . Code 1 (A-H}
Type(e.g.
div., re.hr. ot int.)
COde2 (I-P)
Value I Valu~
, MethOd } Code 3
Xypeteg..
bay. sell. redemptmn}
I DateI Value I Gain I
Code 2 } Code I I (J.p) [ mmidd.,3,3,
+d~tityof
buyer;selk..r (~fpflVllte
137. - TOW Div Focumd N ! 38. - US "[’reasury Note 139. - Money Fund I (MSDW) A Interest L "l"
Buy
10/17/09 J
iV~A~M~B ..............
14 I. - Aetlvision Inc.
142.
AmphenoI Corp. New CI.A
143. - Baler-Hughes Inc 144. - Bank of America Corp
145. - Caterpillar
’"
146. - Citri~ Systems Inc.
147.
CVSiCaremark RX (m~rg~’)
148. - Danaher Corporation
149. - Devon Energy
50, - El Paso Corporatton 151. - El Paso Corporatton 152. - Johnson & Johnson 153. - JP Morgan Chase & Co.
Name of P~oa Rcportiag
Date of Report
Page 13 of 25
N0~ ~o repor~ble income, ~sets, or tramac~ons.)
~pd~ of As~ B. ~om¢ ~g C. G~ val~ at ~ D Tr~sacti~ d~ag t~o~mg pen~
pl~e"~)’a~hasmt
~tI T~(eg. (A-HII ,int.)
VM~ {I-P)
VMm C~e3
r~(e.g.. [ Date V,I~ [ Grin / t~O~) (j.p, ! (A.H) /
Idmn~’of ,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~) ~67. E~i~ Inc. Fd. Sol. T~ 97 SeL A 168. F~en~ lav~tor In¢ (I~) ~69. ~¢w positive Fd. In ~ 170. ~m Fd. for ~ & lne Ci B {1~) A A C Dividend Divi~nd Divi~nd J J J T T T A Dividend J T
FINANCIAL DISCLOSURE REPORT Page 14 of 25
I WRIGHT, SUSAN
05’13:2010 W.
NO~ (No reportable b~come, assets, or tt~ttsacHons.)
A. B. C. D.
01 ex~fiompfior~l~e C~! (A-HI
(2) d~..rmt. or Jut)
(I) Co~2 (l-P)
(2) Mc~ CMe 3
O) buy. sell, rd~don)
(~)
(3)
~4)
m~d~~" C~2 C~I (I-P) (AdO
171, Bfi~101-My~ Squibb 172. St~h. Eq. Tr, Sel. 10 lad t 73. St~h Eq. Tr. Comp. Edge B~t I~ 17~. St~h. Div. ~owfla B 175. St~h. Bal. Gm~ C 176. Jo~ H~c~k Fin. Ind. Fd. C l a 177. T~nt Ca%’. TX ~. Faes Dev C~ 178. ’~L PFD C~. T~ III ~9. Bmk~age Acct (WI i 80. - Weas F~go Comps" 81. - Nave~ Municipal V~ue F ~ 82. - Naveen lns~d Tax Free 183. - Ev~n Intl Tr ~ Me~Is Fad CI A MF IM. - Coach 185. - Diamonds Trust 186. - ISh~ TR Co~m~ Cyclie~ ~87. - Po~’e~ha~ A~ & Defuse Po~folio ) T~t
A A A A A A A A E
Dividend Divided Dividend Dividend Dividend Divi~nd Dividend Dividend Int.~iv.
J J J J L J J I N
T T T T T
T T
Buy Buy
01115/~ ~/10,’~
J J
FINANCIAL DISCLOS~ ~PORT ] W~GHT, SUSAN W. Page 15 of 25
Name of Persom Reporting
Date of
05tt3:2010
~ NO~ (No repormble income, assets, or rransacaons.)
Des~on of A~ ~c~ ~g G~ x’~i~ at e~ Tr~s~fio~ ~ng t~o~ing ~
18g. - Li~le R~k ~ S~ Rex" Con~r S~ A B~: FSA Mun. Bon~ / 89. - Nuv~ S¢l~t T~ F~ Inc~e Po~ 2’$81 .~. ’Bmk~gc Acct,~ (I~) G A A A A ~nt..~iv. Divi~M Di~nd Di.~nd Divi~nd N T
Buy
02/2~9 Buy : ~109/09 J
191.’Blac~k Fds US ~nitie~’~L A ~92. Am~ ~t. F~ T~ G~h Fd.’ 193. ~lac~=k Fds hfin Am~ ~D CL A I ~. Cal~os ~v Tt New Conv¢~ Fd CI A 195. - Ta~nl Cn~ T~x H~ Facs Dcv C~ HI~ Sys (m~i)
Sold Sold Sold ~ld
1~22~ I~ 112,~ 12,~
J J J J
B C B C
,97." - ISh~es Tr S&P ~00 Index ~. 198.’ - M~II Lynch Pfd Cap
Wachovia 2~. -US 20t. - Fed Nail Mtg .~s~ ~n~ 202. - Fed Nad ~tg ~sn Notes ~03. - Fed H~ ~ Mtg Notes 2~. - US Trea~
I.Name PageFINANCIAL16 of 25 DISCLOSURE REPORT [ wmGnT. St’S.~,~ xv.
of Person Reporting
Date of Report
0.~.i3,’20XO
NO~ (No ~po~able income, ~sets, or transactions.)
A. T B. C. D.
] D,te
]Value ] G~.~
Id~tiwof
205. - US Tre~ 206. - US TreSs Inflation Index Notes 207. - Treasury Inflation [n~x
210. Pimm A~i~s Fxd ~c. ~es M 21 ~. - Pow~r~ A~ & Defoe P~tbtio PPA Buy 07/09/~ J
213. - A~&~ Inc. 214. - Pow*~h~ A~m~ & Defoe P~fMio 215. Univ AR Univ R~ V~om 216. WF Brok. A¢~. 1 (l~) A A Di~ad ~t~iv. J J
Buy Buy T
02:13!09 0~109/~ Buy J ~tl 7/~
I 219. - Alcoa Inc. 220. - Baak of America Cow. ~_1. Caterpillar Inc.
I
DISCLOS~ ~PORT
Page 1
~
NO~ (No repo~able #mome, 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. - Inlcrnl. Bus Machines Corp. "~33. - IShm’e "rr. S&P Small Cap 600 Index Fd. - IShaxes 1BOXX Inv. Grade Corp Bond Fund 235. - [Shares .rP Morgan Et Emerging Markets Bond Fd. 236. - IShares MSCI EAFE Index Fund 237. - IShams TR S&P Midcap 400 Index FcL
238. - Johr~on ,~: Johnson
FINANCIAL DISCLOSURE REPORT "
Page 18 of 25
WRmnT.SUSAN W.
NO~ (No reportable income, ~sets, or lransac6ons.)
A. ~fipd~ of As~ B. C. D. ~ ~ng
(2)
(t, [ (2)
(I,
(2) (9) [ (4)I
(’)
239. * ~ Morg~ Cha~ & Co.
240. - Mc~nal~ Co~.
242. "[ Mi~ofi
24~. -’Powe~r~ ET ~f~d Po~foUo ~X
’~47. - SPDR B~lays Cap Hi 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-Ma~ St~ Inc. 255. ~ 3M Company
FINANCIAL DISCLOSURE REPORT
Page 19 of 25 [ w~G~, s~sA~ w.
o~:~’20~o
NO~ (b~ r~oaable income, ~sets, or t~ttsac~ons.)
O) P~e "~)" ~ ~h ~t ~
(2) T~ (e.g.
(i) V~
(2) Value
(t~ T~ (e.g..
(2) Date
(3) Value
14} G~n
(5} lactic" of
256. WA Bm~Acet.fi 257. - Wells F~go B~k Co. M~y Mka. A~t. 258. - ~ St. Univ R~" Ref& Conm-Sm~t F~ M~. 259. - ~ St. Dev Fh Au~ Rev Epis~al Collegiate Sch ~oj B,~ ~. - Conway W~teWat~ Rev. lmpr, B/Q B~ 261. - ARSt, Ybuv R~" Student Fee Beebe Campus B/E Amba¢ 262. - Little Kiv Cnty AR Rev P, FDG Anal Ga-Paco Corp Proj 263. - Uaiv AR Unlv Revs Various Ftm-Fayetteville Set A B/E OIL 26~. - Nuveem SeI. Tax Free Income Port 2 SBI ~65. - Nm’tzcn Muni Value Fund Inc. ’ 266. - Nuvem Ins. Tax Free Adv. Mtmi Fd NEA 267. ’WA Bok. A¢,¢1.8 OqEW)~ Ed.Fd.d4~,6 268. 269. WF Brok. Acct. 9 (New) IP-A 35 1270. - Andarko pcu’ol, Co. ~71. - AOL Inc. 272. - AT&T Inc.
B A A A A A
lnt~t Int.~v, lnt.~v. lately. Int.,~v. IntADiv. Int.~’Div.
N J J J K K K J K L J J L N T
¯ T T T
See Note C
_ T T T ,,. A B B A A A B Int./Div. Int.tDiv. Int,/Div, hatJDiv, lntJDiv. lnt./Div. Int.,q3~v.
T T
T Ol~a 04/271091 N See Note AI.
FINAI~’CIAL DISCLOSURE REPORT Page 20 of 25
,~.=. of ~’,~, R,po.t**
WRIGtlT, SVSAN W.
D,t, of R,po. 05!13,2010
274. -Cabot Oil & Gas
275. - L-’hev’ron Corp.
276. - CignaCorp.
277.
- Coraerica Inc.
278.
Coming. Inc.
279.
CVS Carematk Corp.
280. - Devon Energy Corp
281. - Dir¢ctv
282.
- Dim~:y Walt Companhy
283. - DPL
284. - Du Pont E.I. De Nemours & Co. 285. - E M C Corp Mass 286. - Exeloa Corp.
28"/. - Exxoa Mobil Corp. 288. - Gen~’ml Eleca’ic Co. 289. - G01dm~m Sachs Group Inc.
FIN/UNCIAL DISCLOSURE REPORT
Page 21 of 25
I
l~ata¢ of Person Repordag
Date of Report
0~,’13i2oio
] WRIGIIT, SUSAN W.
NO~ (No reportable income, asset~, or tmnxac~ons.) A, ~ of As~ B, ~c~e ~ng O) I (2) C. G~ value at (I) (2) j D.
(I)
(2)
(3)
(4)
(~)
29 I. -Hc~ H J Co. 292. - Hewlett Packard Co. 293. - l~otne Depot Inc. 294. - Ho~’eywell Intl. Inc. 295. - Jack’ in the Box Inc. !96. - John*on & Jolmmn 297. -’ J’PMorgtm Chase & Co. 298. - Knight Capital Group Inc. ~99. - Lib~ty Media Interactive A 300. - Libet~’ Media Carp. Starz.com Series A 301. - Lorillard Inc. 302. - Mar~ & McLennan Cos., Inc. ~03. - M~x:k & Co Inc.
304. - Malife Inc.
305. - Morgan Stanley & Co. 306. - Natiotml Fuel Gas Co.
308.
- Noble Energy Inc.
309. - N0kia Corp. 310. - Peabody En~gy Corp. 31 I.Pftz~ Inc. ~, 12. - Procter & Gamble Co. 313. - IR~ytheon Company [314. - P~o’~into PLC
1315. - Simon Prop,m’y Group
316. - SPX Corp.
317. - Symantec Corp. 318. - "Ih¢rrao Fisher Scientific Inc. 319. - Tmx Warner Inc. ~20. - UnitcdHealth Group Inc.
32 I. - URS Carp New 322. - US Bancorp Ne~v
323. - Vcrizon Communications Co.
Me{hod Co~k~ (’Oh~a C2)
Q =A!~rr~isal U ~ ’Vth.w
R "~t 02.~1Es~a~e O~y) V -,OtheI
S -A~,~mx-m W
T -.Cash Marl~
FINANCIAL DISCLOSURE REPORT Page 23 of 25
~..e o~Ve,,o. R,po.~.g
WRIGHT, SITSAN W.
D.,, o~Repo~
05:13/2010
324. - Wells Fargo Co. 325. - XL ~’apital Ltd. 326. V~FIRA OAtFIQ .,.,.,,~-Roth IRA) 327. -AT&T Inc. i 328. M~tropolitan National Bank-Little Rock 329. Layfayett¢ Co., AR (royalty & fractional mineral interests) 330. Mille* Co., AR (roy. ~lty & fractional mineral 33 I. Wdmter Paris~ LA (royalty & tractional mit~eral inter(st) ~t32. Caddo Parish, LA (royally & fractional mineral interest) :G3. Col~abia Co. AR (mineral interest) 3:~. Herapstead Co., AR (mineral interest) A E A C C A A Interest Royalty Royalty Royalty Royahy Royalty Royalty J M J K J J J T W W W W W W Se¢ Note F. A Distribution J T Open 09/07/O9 J
335. Miller Co., AR (land)
~’~6. Lafayette Co.. AR (land)
None
None
J
J
W
W
S1 Note G.
S¢ Note G. ’~
I PageFINANCIAL24 of 25 DISCLOSURE REPORT [ WRIGHT, SUSAN W.
Name of Peru~n Reporting
Date of Report
05113;20 l0
VIII. ADDITIONAL 1NFO~TION OR EXPLANATIONS.
PART I. Person reporting is Susan W. Car~er. but she continues Io use f~ name (Su~ W. Wdgh0 al the co~ho~e and on PART No~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 ~l¢lcd ~. 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 ~ Filing lnstmcti~s {pg. 39). Note F. (1~.32g-336) New holding. Note G. ~s. 335-336) non-m~o~cing propels. Note H. ~. 4) ~is is a p~ial dis~but~. ~is is the ~d ye~ I have tak~ a pa~i~ ~stfibutlon ~m ~is account. I ~oneously t~iled to note this dis~bution ~ prcvio~ yc~’ ~o~s. ~ previ~s two ye~ w~e also "E" amount.
FINANCIALDISCLOSURE REPORT Page 25 of 25 IX. CERTIFICATION.
]
]~ame of Per,~on Reporting
Date of I~ep~rt
I certify that nil information given above (including information pertaining to my spou~ and minor or dependent children, If any} is accurate, true, and complete to the best of my knowledge sad belief, and that any information mot reported was 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 In compliance m~h the provlsiou~ of 5 U.S.C. app. § 501 et. ~q~ 5 [!.S.C. § 7553, and Judicial Confe~cace regulations.
NOTE: ANY LNDI~qDI3AL WHO FLNOWINGLY AND WILF[rLLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CI’¢IL AND CRII~fINAL SANCTIONS (5 U.S.C. npp. § 104)
FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United Slates Courts Suite 2-301 One Columbus Circle, N.E. Washington. D.C. 20544
F!NANCIAL DISCLOSURE REPORT Page 2 of 25 I w~m~’ svs~ w. III. NON-INVESTMENT INCOME. m,~.,~.~ J~.o~o.~,~o..:.~p~ ~-Uo/[ai.~ ~,.~0.,,)
A. Filer’s Non-Investment Income []
NONE (No reportable non-investment income.)
~.,~ o~e~o.
05/13,’2010
DATE
I. 2. 3. 4.
SOURCE AND TYPF,
~
(yours, not ~pou~’s)
B. Spouse’s No n-Investment Income - tf.,. ,~re ~,ora~ring ~av~ai.~
¢~llar mn~mt not r~ir~ ~c~for honom~a.) " -
~
NONE ~o ~ortable non-htv~tmen/income.)
~
I. 2~9
SOURCE
~lf~ployed ~ey ~d coasu~nt
3. 4.
IV. REIMBURSEMENTS _ ~.,~,~.,~., ~o,~,,t,s’o,,,~,
¢lncludes tho~ to spous and d~pendenl children; seepp. 25-27 of filing im~ctions.I
~
NONE ~ro t~portab& reimbu~ements.)
SOURCE
I. F~st Amen~ent C~t~ 2. 3. 4. 5. Cure.and Sch~l of~w
~
Feb~ 25-27 May i 5-16
L~AUO~
Nashville, ~ B~ AL
P~S~
m~t co~ ju~e ~afi~ s~
~MS P~ OR PRO~DE~
~tion, ~tel ~d m~l~ ~m~ation. hotel and m~ls
F~NANCIAL DISCLOSURE REPORT
Page 3 of 25
Date of Repor!
wmca~, st~sx~ w. 1 Name of Perton Repordag
o~~..-2o~o
NONE ~o repor~able~fis.j SO~CE
I. 2.
DESC~PTIQN
~
3. 4.
5.
NONE (No reportable liabilities.)
VALUE COD~E
1. 2. 3.
5.
FINANCIAL DISCLOSURE REPORT [ wmcnr. SVSA.n w.
Page 4 of 25
NO~ (No reportable bwome, ~sets. or transactions.)
A. De~ of As~ (iml~mg ~t ~) B, ~r ~n~ ~g ~fi~ C. Gross ~lue at ~ ofr~g ~ D, Trm~ch~ ~ing t~ng ~
(A’mJo’ 1~’.’
1. ~ 2. 3. Wells Fargo Br ok.~ccL4 "’ (~) ..... Wells Fargo M~ M~ ~ts Ke3~mne P~6~s MetMs E A Intrust K ~ A Divi~nd N ] A A Int/Div. lnt~
O-P,
c~.,
r~) ]. i (,.p) ~ ,,,.~
J K 1 I ~~
T T T
Muged [with line 269)
04.24/09
M
A
Se No~es A I and A2
4. T~’CREF- I ~03(b) 5. Re~ons B~k 6. 7. g. - 3M Co~ - Abbo~ Labs
lnte~st T
Dis~bul~ OI/lO,~ S~ Note H.
B ~
lnt.~v ~~
N
T
9.
- US Bank
1 !. - Diamonds Trust I 12. - GM Corp 13. 14. 15. 16. - Ishares Cohen & Steers Real.ty Majors Index Fnd - Ishares Tr-Dow JOnes US Indl Sector Index Fnd - Ishares TR Consumer Cyclical - Ishares TR S&P Mideap ~ ~ ~~
17. - Dillards Cap Tr
20, - Accc’nture Ltd.
21,
- Altria Group Inc.
- Apartment Investment & Reit Matmgement Co~A
~lar Inc.
24. - Chevron Corporation
25.
" Colgate-Palmolive Co.
~on Res Inc VA Nmv
27. - EliLilly & Co 28. - Exxon Mobile Corp.
29.
30.
- Frprt-Mcmm CPPR& GId B
- General Electric Company
31.
- Harra~ Entml Inc.
33.
- International Business Machine Corp.
34. - IShares Lehman 20* Yr. Treas
36.
37.
- IShar¢s Ira’ Gr Bond ETF
- IShres Momlng Mid Grth
38.
-IShares MSCI Hong Kong Index
39.
40.
- IShaxes MSCI Pac Ex-/apn
- IShares MSCI EAFE Index Fund
- IShar~s MSCI Singapore Index Fd.
42. - IS-hares NYSE 1OO Index
43. 44. 45.
46.
- IShares Russell Midcap Value - lshrs Lehraan MBS F-R ETF - IShares S&P Mideap 400 Value Index Fd
- lShares S&P Small Cap 600 Value Index Fd.
47. 4g. 49.
50.
- IShares TR Russell 2000 Value Index - IShares TR i-3 Yr Treas Index Fd - Johnson & Johnson
- Kraft Foods Inc. CL A
,,
5 I.
- Kxoger Co. Comma.
FINA1NCIAL DISCLOSURE REPORT
Page 7 of 25 VII. I~STMENTS and TRUSTS _ i.~.~
wm~,r, svs~,.x ~v.
0.~,’lS:20~0
NO~ (,~% reportable income, assets, or transactions.)
A. ~s~plion of As~ (including ~st as~) Pl~ce’IX)" a~ e~ch m~l B. ~c~e ~n~ ~g ~fiM ~o~I X~ (eg.. C. Gross vzl~ tl ~ I of r~ V~ue [ V~ ] D.
(5)
~ - Liudoln Nail Co~ ~d
54. 55. 56. 57. 58. 59. 60.
- Microsoft Corp - Onok Inc New - Pfizer Incmpora,ed - Philip Morris Intl Inc. - Power,shares Intl Divd Achievers Portfolio - Reg’al Entertainment Grp A - R.PM lntl Inc.
6 I.
62. 63. 64. 65. 66.
- Sanofi-Avemis ADR
- SPDR S&P Dividend ETF - Streettracks Dow Jones Euro Stox.x 50 FD - Streetlracks Gold Trus~ - Technology Sector Spdr - United Technologies Corp
67. 68.
- USBan¢orp - Vanguard Em~ghtg Markets ETF
FINANCIAL DISCLOSURE REPORT Page 8 of 25
~,=,ofr,~o Repot’ling
Date efReport
wmaar, st’s~ w..
o.~.,t3,’2oto
~
NO~ (No repo~ble hwome, ~sets, or tmnsac6ons.)
A, B. c. D.
~o~t [ T~ 1.~. ex+ ~ ~or +~l~, (A-H, ]
V~u¢
Wee
C~e3
T~ leg.
r~p~)
Date I VM~ Gma (A-H) ~ {J-P)
l~titv of (if ~te
orint)(I-p)
70.
- Ve~on C~eatiom C~
71. - Wqs~m~e¢ D~ T~ 100 Fd
73.
ge~ons B~k (chkg)
B A D
In~st DK’i~nd Di~5~nd
J K K
T T
74. Mom~to Co--on St~k ’ 75. Monsaalo
77. 78. 79. 80.
Jon~ro AR Rrs Hsg & Heal& Cam Fae ~m Fad tbr ~ & lnc ~B - ~ ~am Fnd thr Gw~ & Inc ~B - ~ ~hmm Fnd tbr G~s~ & lnc ~B
A B B A
lnt~ Dixq~nd Divi~nd Divi&nd
J K J J
T T T T
81. F~stSmr 82, 83. Re#ons B~k lng A B Into Intrust J K T K 85. - SPDK S~s 1 Buy 9t15/~ J
FINANCIAL DISCLOSURE REPORT
~ .... [Person Reporting
Da|eofReporl
Page 10 of 25
wRmnr. SUSAN W.
05:13:2OI0
RO~ ( o reportable income, assets, or transaco’ons.)
& ~ption of As~ B. ~o~ c. ~ D,
Pl~e ~(~" a~ e~h ~t
~o~t I T~ (e.$.. ~ V~ue
] V~ l T~ (e g.. ~)
Da~e
Value J G~n] (I-P) (A-~
l~fiw of (if~vale
103. Fmd~ental lnvest~ Inc 104. Global Marine 105, New P~clives Fund Inc 106. ~eimer Main St. Fund Inc. & G~’, 107. ~am Fd. ~r G~ & Inc C i B 108. Wmh~ Mull ~vest~ 1~. : T~ent~T~stl : ~SDW I IO. - ~lanced ~o~h F~d A (MS I) I I. - Balanced Growth Fund B (MS I) 12. - Dividend Gr~.h Securities A (MSI) 13. - Dividend Grwth Seeuritie~ B [MSI} la. - Sttalegist Fund A (MSI) 115, - Global Advantage Fd B (prey - Euro Grwtl Fd B (MS 1) 116. - Aggr~five Equity Fd B 117. - Sisal©gist Fund B (MSI)
A A A A A A B
Dividend Dividend Divi~d Divi~nd Di~i~nd Divld~ lm.~v.
I J"
T T "’
K K J L T T T
19. - AruerGr FdofAmerlea F
FINANCIAL DISCLOSURE REPORT
Name ef Per~ma Reporting
Date of Report
Page 11 of 25
0.~..~.~oI0 I Wm~H~, SVS~,N W.
NO~ (No repo~ble income. ~sets, or transacOons.)
& Dex~on of As~ {i~lud~g ~ ass~) B. ~ome ~ug r~g ~n~ C. Gr~ value at ofr~g p~ D.
tx~pt ~om pr~ ~l~me
" ~ction)
120. - Fidel Adv Dv~fd ~tl A 121. - Lazard Emerging Markets 1 122. - Phoenix Multi-Sector SIT BD A 123. - PIMCO Ttl Ret A 124. - RS Partners A 125. - ffCW Galileo Div Focus N 126. - MS(DW) ~ctive Asset Money Fnd 127. Trust 11 A Int./Div. M T Sold Sold Buy Buy Buy Buy Buy Buy Buy i I,’27109 1/27109 10/17/09 ! if27/09 i 1/27/09 I 1~ 7/09 11/27;09 i !,’27:09 J J J J J J J J A A
128. - Amer Fnds Crt~’th Fund of America CI A 129. - American Funds Wash. Mut. Fds. i 30. - Aston/Optim Mid Cap N 13 !. * Cohen & Steers Intl Realty A 132. - Hartford Cap Appree A 133. - Lazatd Emerging Mkas Open 134. - MSff hatl SmallCap P 135. - Pimco Total Return A 136.. KS partners A
11/27¢09 ’ J
FINANCIAL DISCLOSURE REPORT
Page 12 of 25
IName
of Perloa Repordn~
Date of
o.~, ~3:2o io
] WRIGIII, SUSAN W.
[]
NONE (No reportable income, asse/s, or transoctions.)
A. Description of Assets (including trust assets) B. lvcome dtwing reportia$ period C. Gross value at end of reporting period D. Tra,sactions oMring reporting period
:Amouat
exempt f~o, prior dlsclosure . Code 1 (A-H}
Type(e.g.
div., re.hr. ot int.)
COde2 (I-P)
Value I Valu~
, MethOd } Code 3
Xypeteg..
bay. sell. redemptmn}
I DateI Value I Gain I
Code 2 } Code I I (J.p) [ mmidd.,3,3,
+d~tityof
buyer;selk..r (~fpflVllte
137. - TOW Div Focumd N ! 38. - US "[’reasury Note 139. - Money Fund I (MSDW) A Interest L "l"
Buy
10/17/09 J
iV~A~M~B ..............
14 I. - Aetlvision Inc.
142.
AmphenoI Corp. New CI.A
143. - Baler-Hughes Inc 144. - Bank of America Corp
145. - Caterpillar
’"
146. - Citri~ Systems Inc.
147.
CVSiCaremark RX (m~rg~’)
148. - Danaher Corporation
149. - Devon Energy
50, - El Paso Corporatton 151. - El Paso Corporatton 152. - Johnson & Johnson 153. - JP Morgan Chase & Co.
Name of P~oa Rcportiag
Date of Report
Page 13 of 25
N0~ ~o repor~ble income, ~sets, or tramac~ons.)
~pd~ of As~ B. ~om¢ ~g C. G~ val~ at ~ D Tr~sacti~ d~ag t~o~mg pen~
pl~e"~)’a~hasmt
~tI T~(eg. (A-HII ,int.)
VM~ {I-P)
VMm C~e3
r~(e.g.. [ Date V,I~ [ Grin / t~O~) (j.p, ! (A.H) /
Idmn~’of ,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~) ~67. E~i~ Inc. Fd. Sol. T~ 97 SeL A 168. F~en~ lav~tor In¢ (I~) ~69. ~¢w positive Fd. In ~ 170. ~m Fd. for ~ & lne Ci B {1~) A A C Dividend Divi~nd Divi~nd J J J T T T A Dividend J T
FINANCIAL DISCLOSURE REPORT Page 14 of 25
I WRIGHT, SUSAN
05’13:2010 W.
NO~ (No reportable b~come, assets, or tt~ttsacHons.)
A. B. C. D.
01 ex~fiompfior~l~e C~! (A-HI
(2) d~..rmt. or Jut)
(I) Co~2 (l-P)
(2) Mc~ CMe 3
O) buy. sell, rd~don)
(~)
(3)
~4)
m~d~~" C~2 C~I (I-P) (AdO
171, Bfi~101-My~ Squibb 172. St~h. Eq. Tr, Sel. 10 lad t 73. St~h Eq. Tr. Comp. Edge B~t I~ 17~. St~h. Div. ~owfla B 175. St~h. Bal. Gm~ C 176. Jo~ H~c~k Fin. Ind. Fd. C l a 177. T~nt Ca%’. TX ~. Faes Dev C~ 178. ’~L PFD C~. T~ III ~9. Bmk~age Acct (WI i 80. - Weas F~go Comps" 81. - Nave~ Municipal V~ue F ~ 82. - Naveen lns~d Tax Free 183. - Ev~n Intl Tr ~ Me~Is Fad CI A MF IM. - Coach 185. - Diamonds Trust 186. - ISh~ TR Co~m~ Cyclie~ ~87. - Po~’e~ha~ A~ & Defuse Po~folio ) T~t
A A A A A A A A E
Dividend Divided Dividend Dividend Dividend Divi~nd Dividend Dividend Int.~iv.
J J J J L J J I N
T T T T T
T T
Buy Buy
01115/~ ~/10,’~
J J
FINANCIAL DISCLOS~ ~PORT ] W~GHT, SUSAN W. Page 15 of 25
Name of Persom Reporting
Date of
05tt3:2010
~ NO~ (No repormble income, assets, or rransacaons.)
Des~on of A~ ~c~ ~g G~ x’~i~ at e~ Tr~s~fio~ ~ng t~o~ing ~
18g. - Li~le R~k ~ S~ Rex" Con~r S~ A B~: FSA Mun. Bon~ / 89. - Nuv~ S¢l~t T~ F~ Inc~e Po~ 2’$81 .~. ’Bmk~gc Acct,~ (I~) G A A A A ~nt..~iv. Divi~M Di~nd Di.~nd Divi~nd N T
Buy
02/2~9 Buy : ~109/09 J
191.’Blac~k Fds US ~nitie~’~L A ~92. Am~ ~t. F~ T~ G~h Fd.’ 193. ~lac~=k Fds hfin Am~ ~D CL A I ~. Cal~os ~v Tt New Conv¢~ Fd CI A 195. - Ta~nl Cn~ T~x H~ Facs Dcv C~ HI~ Sys (m~i)
Sold Sold Sold ~ld
1~22~ I~ 112,~ 12,~
J J J J
B C B C
,97." - ISh~es Tr S&P ~00 Index ~. 198.’ - M~II Lynch Pfd Cap
Wachovia 2~. -US 20t. - Fed Nail Mtg .~s~ ~n~ 202. - Fed Nad ~tg ~sn Notes ~03. - Fed H~ ~ Mtg Notes 2~. - US Trea~
I.Name PageFINANCIAL16 of 25 DISCLOSURE REPORT [ wmGnT. St’S.~,~ xv.
of Person Reporting
Date of Report
0.~.i3,’20XO
NO~ (No ~po~able income, ~sets, or transactions.)
A. T B. C. D.
] D,te
]Value ] G~.~
Id~tiwof
205. - US Tre~ 206. - US TreSs Inflation Index Notes 207. - Treasury Inflation [n~x
210. Pimm A~i~s Fxd ~c. ~es M 21 ~. - Pow~r~ A~ & Defoe P~tbtio PPA Buy 07/09/~ J
213. - A~&~ Inc. 214. - Pow*~h~ A~m~ & Defoe P~fMio 215. Univ AR Univ R~ V~om 216. WF Brok. A¢~. 1 (l~) A A Di~ad ~t~iv. J J
Buy Buy T
02:13!09 0~109/~ Buy J ~tl 7/~
I 219. - Alcoa Inc. 220. - Baak of America Cow. ~_1. Caterpillar Inc.
I
DISCLOS~ ~PORT
Page 1
~
NO~ (No repo~able #mome, 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. - Inlcrnl. Bus Machines Corp. "~33. - IShm’e "rr. S&P Small Cap 600 Index Fd. - IShaxes 1BOXX Inv. Grade Corp Bond Fund 235. - [Shares .rP Morgan Et Emerging Markets Bond Fd. 236. - IShares MSCI EAFE Index Fund 237. - IShams TR S&P Midcap 400 Index FcL
238. - Johr~on ,~: Johnson
FINANCIAL DISCLOSURE REPORT "
Page 18 of 25
WRmnT.SUSAN W.
NO~ (No reportable income, ~sets, or lransac6ons.)
A. ~fipd~ of As~ B. C. D. ~ ~ng
(2)
(t, [ (2)
(I,
(2) (9) [ (4)I
(’)
239. * ~ Morg~ Cha~ & Co.
240. - Mc~nal~ Co~.
242. "[ Mi~ofi
24~. -’Powe~r~ ET ~f~d Po~foUo ~X
’~47. - SPDR B~lays Cap Hi 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-Ma~ St~ Inc. 255. ~ 3M Company
FINANCIAL DISCLOSURE REPORT
Page 19 of 25 [ w~G~, s~sA~ w.
o~:~’20~o
NO~ (b~ r~oaable income, ~sets, or t~ttsac~ons.)
O) P~e "~)" ~ ~h ~t ~
(2) T~ (e.g.
(i) V~
(2) Value
(t~ T~ (e.g..
(2) Date
(3) Value
14} G~n
(5} lactic" of
256. WA Bm~Acet.fi 257. - Wells F~go B~k Co. M~y Mka. A~t. 258. - ~ St. Univ R~" Ref& Conm-Sm~t F~ M~. 259. - ~ St. Dev Fh Au~ Rev Epis~al Collegiate Sch ~oj B,~ ~. - Conway W~teWat~ Rev. lmpr, B/Q B~ 261. - ARSt, Ybuv R~" Student Fee Beebe Campus B/E Amba¢ 262. - Little Kiv Cnty AR Rev P, FDG Anal Ga-Paco Corp Proj 263. - Uaiv AR Unlv Revs Various Ftm-Fayetteville Set A B/E OIL 26~. - Nuveem SeI. Tax Free Income Port 2 SBI ~65. - Nm’tzcn Muni Value Fund Inc. ’ 266. - Nuvem Ins. Tax Free Adv. Mtmi Fd NEA 267. ’WA Bok. A¢,¢1.8 OqEW)~ Ed.Fd.d4~,6 268. 269. WF Brok. Acct. 9 (New) IP-A 35 1270. - Andarko pcu’ol, Co. ~71. - AOL Inc. 272. - AT&T Inc.
B A A A A A
lnt~t Int.~v, lnt.~v. lately. Int.,~v. IntADiv. Int.~’Div.
N J J J K K K J K L J J L N T
¯ T T T
See Note C
_ T T T ,,. A B B A A A B Int./Div. Int.tDiv. Int,/Div, hatJDiv, lntJDiv. lnt./Div. Int.,q3~v.
T T
T Ol~a 04/271091 N See Note AI.
FINAI~’CIAL DISCLOSURE REPORT Page 20 of 25
,~.=. of ~’,~, R,po.t**
WRIGtlT, SVSAN W.
D,t, of R,po. 05!13,2010
274. -Cabot Oil & Gas
275. - L-’hev’ron Corp.
276. - CignaCorp.
277.
- Coraerica Inc.
278.
Coming. Inc.
279.
CVS Carematk Corp.
280. - Devon Energy Corp
281. - Dir¢ctv
282.
- Dim~:y Walt Companhy
283. - DPL
284. - Du Pont E.I. De Nemours & Co. 285. - E M C Corp Mass 286. - Exeloa Corp.
28"/. - Exxoa Mobil Corp. 288. - Gen~’ml Eleca’ic Co. 289. - G01dm~m Sachs Group Inc.
FIN/UNCIAL DISCLOSURE REPORT
Page 21 of 25
I
l~ata¢ of Person Repordag
Date of Report
0~,’13i2oio
] WRIGIIT, SUSAN W.
NO~ (No reportable income, asset~, or tmnxac~ons.) A, ~ of As~ B, ~c~e ~ng O) I (2) C. G~ value at (I) (2) j D.
(I)
(2)
(3)
(4)
(~)
29 I. -Hc~ H J Co. 292. - Hewlett Packard Co. 293. - l~otne Depot Inc. 294. - Ho~’eywell Intl. Inc. 295. - Jack’ in the Box Inc. !96. - John*on & Jolmmn 297. -’ J’PMorgtm Chase & Co. 298. - Knight Capital Group Inc. ~99. - Lib~ty Media Interactive A 300. - Libet~’ Media Carp. Starz.com Series A 301. - Lorillard Inc. 302. - Mar~ & McLennan Cos., Inc. ~03. - M~x:k & Co Inc.
304. - Malife Inc.
305. - Morgan Stanley & Co. 306. - Natiotml Fuel Gas Co.
308.
- Noble Energy Inc.
309. - N0kia Corp. 310. - Peabody En~gy Corp. 31 I.Pftz~ Inc. ~, 12. - Procter & Gamble Co. 313. - IR~ytheon Company [314. - P~o’~into PLC
1315. - Simon Prop,m’y Group
316. - SPX Corp.
317. - Symantec Corp. 318. - "Ih¢rrao Fisher Scientific Inc. 319. - Tmx Warner Inc. ~20. - UnitcdHealth Group Inc.
32 I. - URS Carp New 322. - US Bancorp Ne~v
323. - Vcrizon Communications Co.
Me{hod Co~k~ (’Oh~a C2)
Q =A!~rr~isal U ~ ’Vth.w
R "~t 02.~1Es~a~e O~y) V -,OtheI
S -A~,~mx-m W
T -.Cash Marl~
FINANCIAL DISCLOSURE REPORT Page 23 of 25
~..e o~Ve,,o. R,po.~.g
WRIGHT, SITSAN W.
D.,, o~Repo~
05:13/2010
324. - Wells Fargo Co. 325. - XL ~’apital Ltd. 326. V~FIRA OAtFIQ .,.,.,,~-Roth IRA) 327. -AT&T Inc. i 328. M~tropolitan National Bank-Little Rock 329. Layfayett¢ Co., AR (royalty & fractional mineral interests) 330. Mille* Co., AR (roy. ~lty & fractional mineral 33 I. Wdmter Paris~ LA (royalty & tractional mit~eral inter(st) ~t32. Caddo Parish, LA (royally & fractional mineral interest) :G3. Col~abia Co. AR (mineral interest) 3:~. Herapstead Co., AR (mineral interest) A E A C C A A Interest Royalty Royalty Royalty Royahy Royalty Royalty J M J K J J J T W W W W W W Se¢ Note F. A Distribution J T Open 09/07/O9 J
335. Miller Co., AR (land)
~’~6. Lafayette Co.. AR (land)
None
None
J
J
W
W
S1 Note G.
S¢ Note G. ’~
I PageFINANCIAL24 of 25 DISCLOSURE REPORT [ WRIGHT, SUSAN W.
Name of Peru~n Reporting
Date of Report
05113;20 l0
VIII. ADDITIONAL 1NFO~TION OR EXPLANATIONS.
PART I. Person reporting is Susan W. Car~er. but she continues Io use f~ name (Su~ W. Wdgh0 al the co~ho~e and on PART No~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 ~l¢lcd ~. 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 ~ Filing lnstmcti~s {pg. 39). Note F. (1~.32g-336) New holding. Note G. ~s. 335-336) non-m~o~cing propels. Note H. ~. 4) ~is is a p~ial dis~but~. ~is is the ~d ye~ I have tak~ a pa~i~ ~stfibutlon ~m ~is account. I ~oneously t~iled to note this dis~bution ~ prcvio~ yc~’ ~o~s. ~ previ~s two ye~ w~e also "E" amount.
FINANCIALDISCLOSURE REPORT Page 25 of 25 IX. CERTIFICATION.
]
]~ame of Per,~on Reporting
Date of I~ep~rt
I certify that nil information given above (including information pertaining to my spou~ and minor or dependent children, If any} is accurate, true, and complete to the best of my knowledge sad belief, and that any information mot reported was 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 In compliance m~h the provlsiou~ of 5 U.S.C. app. § 501 et. ~q~ 5 [!.S.C. § 7553, and Judicial Confe~cace regulations.
NOTE: ANY LNDI~qDI3AL WHO FLNOWINGLY AND WILF[rLLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CI’¢IL AND CRII~fINAL SANCTIONS (5 U.S.C. npp. § 104)
FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United Slates Courts Suite 2-301 One Columbus Circle, N.E. Washington. D.C. 20544
