Susan Webber Wright Financial Disclosure Report for 2010
Content
FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2010
1. Person Reporting (last name, first, middle initial) WRIGHT, SUSAN W.
4. Title (Article III judges indicate active or senior status; magistrate judges indicate full- or part-time)
Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. §§ 101-111)
2. Court or Organization EASTERN DISTRICT OF ARKANSAS
5a. Report Type (check appropriate type) Nomination, ] [] Initial Date [] Annual [] Final
3. Date of Report 05/15/2011 6. Reporting Period 01/01/2010 to 12/31/2010
U. S. DISTRICT JUDGE (Active)
5b. [] Amended Report
7. Chambers or Office Address UNITED STATES DISTRICT COURT 600 W. CAPITOL AVE., SUITE D 157-A LITTLE ROCK, AR 72201
8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. Reviewing Officer Date
IMPORTANT NOTES: The instructions accompanying this form must be followetL Complete all parts,
checking the NONE box for each part where you have no reportable informatior~ Sign on last page.
I. POSITIONS. (Reporting individual only; seepp. 9-13 of filing instructions.)
~ NONE (No reportable positions.) POSITION
1. 2. 3. 4. 5. Trustee
NAME OF ORGANIZATION/ENTITY
Five (5~ Trusts
II. AGREEMENTS. (ReVorting individual only; seeVV. 14-16 of filing instructions.)
[~ NONE (No reportable agreements.) DATE
PARTIES AND TERMS
Wright, Susan W.
FINANCIAL DISCLOSURE REPORT Page 2 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
IlL NON-INVESTMENT INCOME. (Reporting individual and spouse; seepp. 17-24 of filing instructions.)
A. Filer’s Non-Investment Income
~-] NONE~o reportable non-investment income.)
DATE
SOURCE AND TYPE
INCOME (yours, not spouse’s)
2. 3. 4.
B. Spouse’s Non-Investment Income - if you were married during anyportion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
~-]
NONE (No reportable non-investment income.)
DATE
I. 2010 2. 3. 4.
SOURCE AND TYPE
self-employed attomey and consultant
IV. REIMBURSEMENTS - transportation, lodging~food, entertainment
(Includes those to spouse and dependent children; see pp. 25-27 offiling instructions.)
D
NONE (No reportable reimbursements.)
SOURCE DATES 2/I 9-2/20/2010 LOCATION Nashville, TN PURPOSE moot court ITEMS PAID OR PROVIDED lodging and transportation.
1. 2. 3. 4. 5.
First Amendment Center
FINANCIAL DISCLOSURE REPORT Page 3 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
V. GIFTS. aneludes those to spouse and dependent children; seepp. 28-31 of filing instructions.)
NONE (No reportable gifts.)
SOURCE
1. 2. 3. 4. 5.
DESCRIPTION
VALUE
VI. LIABILITIES. aneludes those of s~,ouse und dependent children; see pp. 32-33 of f!ling instruction~.)
NONE (No reportable liabilities.) CREDITOR
1. 2. 3. 4. 5.
DESCRIPTION
VALUE CODE
FINANCIAL DISCLOSURE REPORT Page 4 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income) value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) B. Income during C Gross value at end D. Transactions during reporting period
Place "(X)" after each asset exempt from prior disclosure
Amount Code 1 (A-H)
Type (e.g.~ div., rent, or int.t
Value Value Code 2 .... Method (J-P) Code3 (QrW)
Type (e.g., buy~ sell, redemption)
Identity of Date ¯ Value ~ Gain .... mm/dd!yy :Code 2 Cod~l ....... buyer/seller (J-P) (A-~ . (if private transaction)
t. 2. 3. 4. 5. 6. 7.
Wells Fargo Money Mkt Assets Keystone Precious Metals TIAA/CREF- 1 S403(b) Regions Bank ~ Trust - 3M Corp - Abbott Labs(Y)
A A C A A
Interest Dividend Interest Interest Dividend
K J N K N
T T T T T
01/01/10 Merged (with line 255)
See NoteA.
8. - US Bank(Y) 9: 10. - Ciseo Sys Inc.(Y) - Diamonds Trust I(Y)
I1. -GMCorp(Y) 12. 13. 14. 15. 16. 17. - Ishares Cohen & Steers Realty Majors Index Fnd - Ishares Tr-Dow Jones US Indl Sector Index Fnd - Ishares TR Consumer Cyclical - Ishares TR S&P Midcap - Dillards Cap Tr(Y) - Wells Fargo Money Funds(Y) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227)
J
J
J
J
ii lfiCSnle Gaifi ~bd~s: (See Columns BI and IM) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1;000 or less F =$50,001 - $I00,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1;001 -$2,500 G ~$100,001 - $1 000~000 K =$15,001- $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 -$5,000 D =$5,001 -$15,000 Hi--$i1000;00i--$~000~006 H2 --M0r~ tha~ $5,000,000 L =$50;001 : $1001000 : M =$100;001 : $250,000 Pi ~$ l i000;001 ~ $5;000,000 P2 =$5;000;00 i ~ $25;000,000 P4 =More than $50,000,000 ....... T =Cash Market S =Assessment W =Estimated
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 5 of 27
N ame of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period {1) Amount Codel (A-H) (2) Type (e.g., ~iv rent or int.) C. Gross value at end of’reporting period (1) Value Code2 (J-P) (2) Value Method: Code 3 (Q.W) (1) Type (e.g., buy, sell, redemption) D. Transactions during reporting period (2) (3) {4) Gain Date Value mm/dd/yy Code2 Code 1 (J-P) (A-H) (5) Identity of buyer/seller (if private transaction)
18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34.
- Term Valley Auth(Y) - Accenture Ltd.(Y) - Altria Group Inc.(Y) - Apartment Investment & Reit Management Co-A(Y) - Caterpillar Inc. - Chevron Corporation - Colgate-Palmolive Co. - Dominion Res Inc VA New(Y) - Eli Lilly & Co(Y) - Exxon Mobil Corp. - Frprt-Mcmm CPPR & Gld B(Y) - General Electric Company - Harrahs Entmt Inc.(Y) - IDEARC Inc.(Y) - International Business Machine Corp. - IShares Lehman 20+ Yr. Treas - IShares IBoxx $ Yield Merged 01/01/10 (with line 226) Merged 01/01/I0 (with line 227) Merged 01/01/10 (with line 228)
J J J
Merged 01/01/10 (with line 212) Merged 01/01/10 (with line 213) Merged 01/01/10 (with line 215)
J J J
Merged 01/01/10 (with line 217)
J
Merged 01/01/I0 J (with line 218)
1. Income Gain Codes: (see ColUmns B 1 and 1)4) 2. Value Codes (See Columns C I and D3)
3. Value Method Codes (Se~ Coluwa C2)
h =Sl,000 0r iess F =$50;001 = $100,000 J =$15,000 or less N =$250.001 * $500,000 P3 =$25,000,001 * $50,000,000 Q =Appraisal U =Book Value
B =$1100i. $2 ~00 G =$100~001 : SL000,000 K =$15~001 ,$50,000 O =$500,001 .$I,000,000 R =Cost (Reai E~tate Only) V =Other
C =$2,501 - $5,000 H1 =$1;000,001 - $51000~000 L -$50,001 - $100,000 PI =$t~000,001 - $5;000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,00 t - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 -$25,000,000 T =Cash Market
E =$15.001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 6 of 27
Name of Person Reporting WRIGHT, SUSAN W,
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets including trust assets) Place "(X~" at~er each asset exempt from prior disclosure B. Income during reporting period {1) (2) Amoi~t Type (e.g. Code I div..rent. (AtH) or int.~ C. Gross value at end of reporting period (1) (2) Value Value Code 2 Method : (J-P) Code 3 (Q-W) D. l~ransactions during reporting period (1) Type (e.g., buy, sell, redemption) (2) !3) (4) Date Value mm/dd/yy Code2 (J-P) (5) Identity of buyer/seller (if private transaction)
Gain Code 1 (A-H)
35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51.
- IShares Inv Gr Bond ETF o IShres Morning Mid Grth o IShares MSCI Hong Kong Index Fd - ISharesMSCI Pac Ex-Japn o IShares MSCI EAFE Index Fund - IShares MSCI Singapore Index Fd. o ISharesNYSE 100 Index - IShares Russell Midcap Value - Ishrs Lehman MBS F-R ETF - IShares S&P Midcap 400 Value Index Fd - IShares S&P Small Cap 600 Value Index Fd. o IShares TR Russell 2000 Value Index o IShares TR 1-3 Yr Treas Index Fd - Johnson & Johnson - Kraft Foods Inc. CL A - Kroger Co. Comm.(Y) - Lindoln Natl Corp Ind(Y)
Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/I0 (with line 227) Merged 01/01/10 (with line 233) i Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) i Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 232) Merged 01/0t/10 (with line 227) Merged 01/01/10 (with line 235) Merged 01/01/10 (with line 227) Merged 01/01/I0 (with line 234) Merged 01/01/10 (with line 237)
J J J J J J J J J J J J J J J
1, Inc0me Gain C0des: (See Colunms B I and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A ~$i;000 0f iegS F =$50,001 - $ 100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 = $1,000;000 K =$15,001 - $50,000 O =$500,001 - $1,000~000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$ i ;000,001 - $5~000 000 L =$50,001 - $ 100,000 Pl =$1;0(2,0,001 - $5,000,0~13 P4 =More than $50,000,000 S =Assessnlent W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,0130,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 7 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU STS - i.come, volue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior discinsure B. Inconae during reporting period (1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.} C. Gross value at end D. Transact ons during report ng period
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e.g., buy, sell, redemption)
Date:: Value mmidd/~ : Code 2 (J-P)
Gain Code 1 (A-H)
Identity of buyer/seller (if private transaction)
52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67.
- McDonalds’ Corp. - Microsoft Corp - Oneok Inc New(Y) - Pfizer Incorporated(Y) - Philip Morris Intl Inc. - Powershares Intl Divd Achievers Portfolio - Regal Entertainment Grp A(Y) - RPM Intl Inc.(Y) - Sanofi-Aventis ADR(Y) - SPDR S&P Dividend ETF - Streettracks Dow Jones Euro Stoxx 50 FD(Y) - Streettracks Gold Trust(Y) - Technology Sector Spdr(Y) - United Technologies Corp - US Bancorp(Y) - Vanguard Emerging Markets ETF(Y)
01/01/10 Merged (with line 238) Merged 01/01/10 (with line 240)
J J
Merged 01/01/10 (with line 242) Merged 01/01/10 (with line 243)
J J
Merged 01/01/I0 (with line 243)
Merged 01/01/10 (with line 248)
J
68. o Vanguard Energy Etf
: 1 income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1~000 or less F =$50,001 - $100,000 1 =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001- $2;500 G =$100,00I- $I,000,000 K =$15,001 -$50,000 O-$500,001- $1,000,000 R =Cost(Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$1,000,001 = $5,000,000 L ~$50;001 - $100,000 p1 =$ 1,000,001 - $5,000~000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 = $15,000 H2 =M0r~ ihan $5~000,000 M =$100;001 "$250,000 P2 =$5,000;001 = $25,000~000 T =Cash Market
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 8 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - income, valae, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) (2) Amount Type (e.g., Code 1 div., rent (A-H) or int.) C. Gross value at end of reposing period (1) (2) Value Value Method Code 2 (J-P) Code 3 (Q-W) D. Transact ons during reporting period (1) :Type (e.g., . buY; sell, redemption) (2) (3) (4) Date Value Gain mm/dd/yy Code2 I Code 1 (J-P) (A-H) (5) Identity of buyer/seller (if private transaction)
69. 70. 71. 72. 73. 74. 75. 76. 77. 78. 79. 80. 81. 82.
- Verizon Communications (Y) - Wisdomtree DVD Top 100 Fd(Y) - Wal-Mart Stores Inc. Regions Bank (chkg) Monsanto Common Stock Monsanto Fidelity Funds (Retirement) Jonesboro AR Res Hsg & Health Care Fac Putnam Fnd for Gwth & Inc CLB - IRA Putnam Fnd for Gwth & Inc CLB - IRA Putnam Fnd for Gwth & Inc CLB First Star Bank, AR Regions Bank Ing A B B A A A B A A D Interest Dividend Dividend None Interest Dividend Dividend Dividend Interest Interest Interest Dividend K K K J K J J J J K L T T T T T T T T T T T Merged 01/01/10 J (with line 254) Closed 01/01/10 J Note B.
83. ~Trust~ 84. 85. - SPDR Series 1 - Morgan Stanley Bank N.A.(X)
Ii Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C l and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50.000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1~000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$1,000100i - $5,000,000 L =$50,001 - $100;000 P1 =$1,000,001 ; $5,000,000 P4 =More than $50;000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =M~re than $5,000~000 M =$100;001 ~ $250;000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 9 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - income, value, tra.suetio.s ancludes those of spouse and dependent children; see pp. 34-60 of f!ling instructio.s.)
--] NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.) C Gross value at end of reporting period (l) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) D. Transactions during:reporting period (5) (I) (2) (3) ~ (4) Type (e.g., Date ValUe . Gain ..... Identity of buyer/seller mm/dd!yy Code 2 ’ Code t buy, sell, (A-H) (if private redemption) ...... OrP) transaction)
86. 87. 88. 89. 90. 91. 92. 93. 94. 95. 96. 97.
T.D. Williamson, Inc. C.S. (Ed.) Oppenheimer Main St. Fnd Putnam Fd. For Growth & Inc B Regions Bank Money Mkt acct Steph. Select Dimensions Annuity Municipal Bonds (MSDW) - Little River AR Rev Bds (refnding Ga.Pacific Corp) - Conway Arkansas Wastewtr Rev - University of Arkansas Univ Revs Various Fac-FV Ser A B/E - AR St-Dev Fin Auth Rev Epis. Collegiate Schl. Proj B/E Putnam OTC Emerg Grwth T.C 1. B Fundamental Invester Inc
D
A
Dividend
Dividend
N
J
T
T
A A A A
Dividend Interest Dividend Interest
J K
T
Closed M
01/01/10 J
See Note C.
A A A A A A A
Dividend Dividend Dividend Dividend Dividend Dividend Dividend J J J K K J T T
98. Global Marine 99. New Perspectives Fund Inc
100. Oppenheimer Main St. Fund Inc. & Grw. F.C1. B 101. Putnam Fd. for Grwth & Inc C1 B 102. Washington Mutual Investers
1. Income Gain Codes: (See Columns BI and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,~00 Or tess F =$50,001 - $t00,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B=$1,001 - $2,500 G =$100~001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$1,000,001 - $5;000,000 L =$50,001 - $ 100,000 PI =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $3~000~000 M =$i00,001 ~ $250;000 .... P2 =$5,000,001 - $25,000 000 T =Cash Market ....
E =$15,001 - SS0,000
FINANCIAL DISCLOSURE REPORT Page 10 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU STS - +come, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
~
NONE
reportable income, assets, or transactions.)
B. Income during C. Gross value at end D. ~ransactinns during reporting per od
A. Description of Assets (inClUding ~S~ assets)
Place ’!(X)" after each asset exempt from prior disclosure
Amount Code 1 (A-H)
Type (e.g., div.. rent. or int.)
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e.g., buy; ~e!!, redemption)
Date , Value mm/dd/yy Code 2 (J-p)
Gain Code 1 (A-H)
Identity of buyer/seller (if private transaction)
103. ~ Testamentary Trust ~ 104. - Balanced Growth Fund A (MS I) 105. - Balanced Growth Fund B (MS I) 106. - Dividend Grwth Securities A (MS1) 107. - Dividend Grwth Securities B (MS l) 108. - Strategist Fund A (MS1) 109. - Global Advantage Fd B (prev- Euro Grwth Fd B (MS1) 110. - Aggressive Equity Fd B (MS1) 111. - Strategist Fund B (MSI) 112. - AIM Cap. Dev. A 113. - Amer Gr Fd of America F 114. - Fidel Adv Dvrsfd Intl A 115. - Lazard Emerging Markets I 116. - Phoenix Multi-Sector S/T BD A 117. - PIMCO Ttl Ret A 118. - RS Partners A 119. - TCW Galileo Div Focus N
B
Int./Div.
L
T
1. Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$11000 or less F =$50,001 - $ 100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
=$1,001 ~ $2;500
=$I 00,001 - $1,000,000
=$1s,oo~ - $so,ooo
=$500,001 - $1,000,000 R ~Cost (Real Estate Only) V =Other
C =$2,501 ~ $5,000 H l =$ii000~00i ~ $5,000,~06 L =$50 001 ~ $100~000 PI ~$!;000;001 - $5;000;000: P4 =~e than $50;000,000 s =Assessment W =Estimated
D =$S,001 - $15,000 H) --M6re than $5;000,000 M =$100~001 - $250,000 P~ =$5,000,001 -$25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 11 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - i.come, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 off’ring instructions.)
~]
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets’~ ...... Place "(X)" after each asset B. Ineome during reporting period (1) (2) Amount Type (e.g., C. Gross value at end of reporting period 0-) (2) (1) (2) (3) D. Transactions during reporting period
(4)
Gain Code 1 (A-H)
(5)
Identity of buyer/seller (if private transaction)
Value Code 2 (J-p)
Value Method . Code 3
Type(e.g., buy, sell, redemption)
Date : Value mm/dd/yy Code 2 (J-P)
120. - MS(DW) Active Asset Money Fnd 121. ~ntary Trust II 122. - AstorgOptim Mid Cap N 123. - Cohen & Steers Intl Realty A 124. - Hartford Cap Apprec A 125. - Lazard Emerging Mkts Open 126. - MSIF Intl SmallCap P 127. - Pimco Total Return A 128. - RS Partners A 129. - TCW Div Focused N 130. - US Treasury Note 131. - Money Fund 1 (MSDW) 132. a~st 1 ~ A Interest L T A Int./Div. M T
133. - Activision Inc. 134. - Amphenol Corp. New CI.A 135. - Baker-Hughes Inc 136. - Bank of America C6rp
1. lncome Gain Codes: (See Columns BI and I)4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or !e~s F =$50,001 - $1oo,ooo J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000;000 Q =Appraisal U =Book Value
~ =$1,001 - $2i500 : ~ =$100~001 - $1~0001000 K =$15,001 - $50;000 O =$500~001 - $I,000,000 R =Cost (Real Estate Only) V =Other
C =$2 ~501 - $5;000 H 1 =$1,000,001 - $5~000,000 L =$50,001 - $ 100;000 P 1 =$1,000,001 - $5~000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 12 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, va~ue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Ao Description of Assets (including trust assets)
Place "(X)" al~er each asset exempt fromprior disclosure
B. Income during reporting period (1) (2) Amount Type [e.g., Code 1 div., rent, (A-H) or int.)
C. Gross value at end of reporting period (1) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) (1) Type (e.g., buy, sell, redemption)
D. Transactions during reporting period (2) Date mm/dd/yy (3) ’ (4) Value ’ Gain Code 2 Code 1 (J-P) (A-H) (5) Identityof buyer/seller (if private ~ran~actionl
137. - Caterpillar 138. - Citdx Systems Inc. 139. - CVS/Caremark RX (merger) 140. - Danaher Corporation 141. - Devon Energy 142. - E1 Paso Corporation 143. - El Paso Corporation 144. - Johnson & Johnson 145. - JP Morgan Chase & Co. 146. - NII Holdings, Inc. 147. - Noble Corporation 148. - Oracle Corporation 149. - Polo Ralph Lauren 150. - Praxair Inc 151. - Procter & Gamble Company 152. - Qualcomm Inc. 153. - Republic Services
1: Incothe Gaih Cbd~S: (See Columns BI and I)4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
~ ~ii000 ~;le~S
F =$50,001 - $100,000 J =$15,000 or tess N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B=$1,001-$2~5oo
G =$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$ !,000,001 - $5,000,000 L =$50,001 - $I00,000 P 1 =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$I00,001 - $250,000 P2 -$5,000,001 - $25~000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 13 of 27 VII. INVESTMENTS and TRUSTS -i .....
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
e, value, t ...... tions (Includes those of spouse and dependent children; seepp. 34-60 of ~ling instructions.)
D
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "~X)" after each assel exempt from prior disclosure B Income during reporting period (2) (1) Amount Type (e.g., Code I div;, rent, or int.) C. Gross value at ene
Transactions dUring reporting period
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e.g., buy, Sell, redemption)
Date .......Value mm/dd/yy Code 2 (J~P)
: Identity of Gain : Code l ........ buyer/seller (if private (A-H) transaction)
154. - Staples, Inc. 155. - Teva Pharmaceuticals Inds Adr 156. - TD Ameritrade Holding Corp 157. - US Treasury Note 158. Washington Mutual Inv Fd (IRA) 159. Equity Inc. Fd. Sel. Ten 97 Ser. A (IRA) 160. Fundamental Investor Inc (IRA) 161. New Perspective Fd. Inc (IRA 162. Putnam Fd. for Grwth & Inc C1 B (IRA) 163. Bristol-Myers Squibb 164. Steph. Eq. Tr. Sel. 10 Ind 165. Steph. Eq. Tr. Comp. Edge Best Ideas 166. Steph. Div. Growth B 167. Steph. Bal. Growth C 168. John Hancock Fin. Ind. Fd. Cla 169. Tarrant Cnty. TX Hlth. Facs Dev Corp 170. ML PFD Cap. Trust III A A A A C A A A A A A A A Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend J J J T T T J J J J J J T T T T T T Closed Closed Closed Closed 01/01/10 01/01/10 01/01/I0 01/01/10 J J J J See Note C See Note C See Note C See Note C
L Income Gain Codes; (See Columns BI and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or les~ F =$50,001 - $100,000 3 =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50.000,000 Q =Appraisal U =Book Value
B =$1,001- $2,500 G=$100,001- $1,000.000 K =$15,001- $50,000 O=$500,001- $1,000,000 R =Cost(Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 --$1;000;001 = $5;000;000
D =$5,001 - $15,000 H2 =More than:S5 000~000
E =$15,001- $50,000
L=$50,00~-$100,000 :
PI =$1,000,001- $5;000,000 P4 =More than $50,000,000 S :Assessment W =Estimated
~--$ 00;0oi::$25o~o00
~ --$5~000;001 - $251000,000 T =Cash Market
FINANCIAL DISCLOSURE REPORT Page 14 of 27
I
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A, Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure
B. Income during reporting period (11 (2) Amount Type (e.g.. Code 1 div., rent, (A-H) or int.)
C Gross value at end of reporting period (i) (~) Value Value Method Code 2 (J-P) Code 3 (Q-W) M
D. Transactions during reporting period (i) Type (e,g., buy, sell, redemption)
(2) (3) (4) (53
Date Value Gain mm/dd/yy Code2 Codel (J-p) (A-H)
Identity of buyer/selter (if private transaction)
171. Brokerage Acct~ Trust 172. - Blackrock Muni. Fd. 173. - Wells Fargo Company 174. - Naveen Municipal Value F 175. - Naveen Insured Tax Free 176. - Evergreen IntI Tr Prec Metals Fnd C1 A MF 177. - Coach
178. - Diamonds Trust
D
Int./Div.
Buy
04/15/10
J
Sold Sold Buy
02/10/10
J
A A
02/10/10 J 01/12/10 J
179. - IBM 180. - IShares TR Consumer Cyclical 181. - Powershares Aerospace & Defense Portfolio 182. - Little Rock AR Swr Rev Constr Ser A B/E FSA Mun. Bonds 183. - Nuveen Select Tax Free Income Port 2 SBI 184. BrokerageAcct~ IRA) 185. - Tarrant Cnty Tex Health Facs Dev Corp Hlth Sys (taunt) 186. -IShares Tr S&P Midcap 400 Index 187. - IShares Tr S&P 500 Index Fd. G Int./Div. N
i. Income Gain Codes: (See Cotun~s BI and D4) 2, Value Codes (See Colutrms CI and D3) 3. Value Method Codes (See Columo C2)
A =$1,000 or less F=$50,001 - $|00,000 J=$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000.000 Q =Appraisal U =Book Value
~ =Sl,OOl- $2,500
G=$100,O01 - $Ii000,000 K =$15,001 -$50,000 O=$500,001- $1;000,000 R =Cost(Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$ !,000,001 - $5,000,000 L =$501001 - $100,000 P 1 =$ 1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000
E =$15,001 - $50,000
H2 =More than $5;000~000 ..... M =$~00~00~ - $250,000 P2 =$5;000,001 - $25~000;000 T =Cash Market
FINANCIAL DISCLOSURE REPORT Page 15 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
~
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust asseis) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting p~riod I 1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.) C. Gross value at end of reporting period (1) (2) Value Value Method Code 2 (J-P) Code 3
Transactions dt~ng reporting period (2) ....... (4) Date ..... Value Gain : mm]dd/yy~ :COde 2 Code t
(A-H) (5) Identity of " buyer/seller (if~rivate transaction)
Type (e.g., buy, sell, redemption)
(Q-W) 188. - Men’ill Lynch Pfd Cap 189. - Money Market -Wells Fargo 190. - US Treas Note 191. - Fed Natl Mtg Assn Bonds 192. - Fed Natl Mtg Assn Notes 193. - Fed Home Loan Mtg Notes 194. - US Treas Bonds 195. - US Treas Bonds 196. - US Treas Inflation Index Notes 197. - Treasury Inflation Index 198. - Treasury Inflation Index CPN 199. - Pimco Fixed Income Shares Series C 200. - Pimco Advisors Fxd Inc. Series M 201. - Powershares Aerospace & Defense Portfolio PPA 202. ~ IRA Brok.3~ 203. - AT&T Inc. 204. - Powershares Aerospace & Defense Portfolio Sold 01/10/10 J A A Int./Div. M T
I. lncome Gain Codes: (See Columns BI and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1i000 or less F =$50,001 - $100,000 J =$15.000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1&01- $2,500 G =$100,001- $1,000,000 K =$15,001 -$50,000 O =$500,001- $1,000,000 R =Cost (Real Estate Only) V =Other
c =$2,501 - $5,000
H 1 =$1,000,00 i 2 $5,000,000 L =$50,001 - $100,000 PI =$ ,000;00 : $5,000,000 P4 =More than $50,000;000 S =Assessment W =Estimated
D =S5,001 - $15,000
H2 =M0r~ th~h $5,000~000 M --$100;00i ~ $~50i000 P2 --$5 006 061 ~$25 000 000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 16 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, value, t ......
tions (Includes those of spouse and dependent children; see pp. 34-60 of ~ling instructions.)
~
NONE
(No reportable
income, assets, or transactions.)
B. Income during C. Gross value at end ¯" D. Transactions during reporting period
Description of Assets (including trust assets)
Place "(X)" aider each asset exempt from prior disclosure
Amount: Code t (A-H)
Type (e.g., div,,rent; or int.)
Value Code2 (J-P)
Value Type (e.g., Method .... ’buy, sell, redemption) Code 3 (Q-W) T T T T T T T T T T T T T T T T T Buy Buy Buy
Date Value Gain : mm/dd/yy Code2: Code I (J-P) (A-H)
Identity of buyer/seller (if private transaction)
205. Univ AR Univ Revs Various FACFayetteville Series (MUN.BONDS 206. WF Brok. Acct. 1 (IRA)~ Cash) 207. WF Brok.~ 208. - Air Prods & Chemicals Inc. 209. - Alcoa Inc. 210. - AmEx 211. - Bank of America Corp. 212. - Caterpillar Inc, 213. - Chevron Corp. 214. - Coca-Cola Co. 215. - Colgate-Palmolive Co. 216. - CSX Corp. 217. - Exxon Mobil Corp. 218. - General Electric Co. 219. - General Mills, Inc.l 220. - Goldman Sachs Group Inc. 221. - Guess, Inc.
A A B A A A A A A A A A A A A A A
Dividend Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend
J J K J J J J J J J J J J J J J J
08/19/10
J
11/10/10
J
11/10/10
J
1, income Gain CSd~s: (See Columns BI and IM) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 ÷ $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 : $2,500 G =$1~0,~01 - $i,000,000 K =$15,001 ~ $50;000 O =$500,001 - $1,000,000 R --Cost (Real Estate Only) V =Other
C &$2,501 - $5,000 Ht ~$i,00~,60~, ~ $5,000,000 L=$50 001- $100~000 PI =$1,000,001 .- $5~000;000 P4 =More than $50 000,000 S =Assessmdm W =Estimated
D =$5,001 - $15,000 H2 --MOre than $5~000,000 M ~$100,00~ - $250,000 P2 =$5,000,001 ~ $25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 17 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - inco,~e, vatne, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) Amount Code I (A-H) (2) Type (e.g., div., reni, or int.) C. Gross value at end of reporting period (!) Value Code 2 (J-P) (2) Value Method Code 3
(Q-W)
D. Transactions during reporting period (l) Type (e.g., buy, sell, redemption) (2) (3) (4) Gain Date Value mm/dd/yy Code 2 Code 1 (d-P) (A-H) (5) Identity of buyer/seller (if private transaction)
222. - Healthcare REIT Inc.
A
Dividend
J
T
Buy
08/3 I/l 0
J
223. - Hewlett-Packard Co. 224. - Home Depot, Inc. 225. - Intel Corp.
226. - Inteml. Bus Machines Corp.
A A A
A
Dividend Dividend Dividend
Dividend
J J J
J
T T T
T
227. - IShare Tr. S&P Small Cap 600 Index Fd. 228. 229.
- IShares 1BOXX Inv. Grade Corp Bond Fund - IShares JP Bond Fd.
A
Dividend
J
T
A
Dividend
J
T
Morgan Et Emerging Markets
A
Dividend
J
T
230. - IShares MSCI EAFE Index Fund
23 I. - IShares MSCI
A
Dividend
J
T
Malaysia Index Fd.
A
Dividend
J
T
Buy
09/30/10
J
232. - IShares TR S&P Midcap 400 Index Fd.
A
Dividend
J
T
233. - IShares MSCI Singapore Index Fd.
A
Dividend
J
T
Buy
10/l 8/10
J
234. - Johnson & Johnson
235. IShares TR-Russell 112000 Index Fd.
A
Dividend
J
T
A
Dividend
J
T
Buy
10/18/10
J
236. - JP Morgan Chase & Co.
A
Dividend
J
T
237. - Kraft Foods Inc. CL. A 238. - McDonalds Corp.
A A
Dividend Dividend
J J
T T
Buy
09/01/10
J
1,Income Gain Codcs: (See Columns BI and I)4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B÷$1i001 : $2,500 G =$100,001 - $1,000,000 K =St 5,001 -$50,000 O =$500~001 -$ I,O00,O00 R =Cost (Real Estate Only) V =Other
C ~$2,501 - $5,000 H 1 =$1,000,00 t - $5;000,000 L =$50,001 - $ 100,000 P I =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S ~Assassment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$ 100,001 - $250,000 P2 =$5,000~001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 18 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS -income, value~ transactions (Includes those of sp ......
--] NONE reportable income, assets, or transactions.)
B. Income during reporting period C. Gross value at end of reporting period A. Description of Assets (including trust assets) Place "(X)" after each asset
d dependent children; see pp. 34-60 of filing instructions.)
Transactions during reporting period
(1) Amount
(2) Type (e.g., div., rent, or int.)
(1) Value Code 2 (J-P)
(2) Value
Method Code 3 (Q-W) T T T T T T T T T T T T T T T T T
(1) Type (e.g., buy, sel!, redemption)
(2) (3) ~ (4) Date Value ~ Gain mm/dd/yy Code2 Code 1 (J-P) (A-H)
(5) Identity of buyer/seller (if private transaction)
239. - Merck & Co. Inc. New 240. - Microsoft Corp. 241. - Morgan Stanley Tech ET 242. - Philip Morris Intl. Inc. 243. - Powershares ET Preferred Portfolio PGX 244. - Powershares EM Mar. ET Soy DE Pt. PCy 245. Sector SPDR TB Technology Sel. Ssector 246. - SPDR Barclays Cap Hi Yield Bond ETF Jnk 247. - SPDR Barelays Cap Hi Yld. Intl. Treasury Bond ETF 248. - United Technologies Corp. 249. - V F Corp. 250. - Vanguard Emerging Markets ETR 251. - Vanguard Energy ETF 252. - Vanguard Europe Pacific 253. - Vanguard Reit ETF 254. - Wal-Mart Stores Inc. 255. - 3M Company
A A A A A A A A A A A A A A A A A
Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend
J J J J J J J J J J J J J J J J J
Buy
09/08/10
J
Buy
08/03/10
J
1~ lnc0me Gaifi C0d~si (See Columns B 1 and 1)4) 2. Value Codes (See Columns C 1 and D3) 3. Value Method Codes (See Colunm C2)
A =$1;000 or less F =$50,001 - $100,000 J =$15;000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 : $2,500 G =$100,001 - $1,000;000 K =$15;001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$ t,000,001 - $5,000,000 L=$50,001 - $ 100,000 PI $I;000,001-$5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D=$5,001- $15,000 H2 =Morethan $5)000,000 M=$100,001 - $250,000 P2 =$5,000,001 :$25,000,000 T =Cash Market
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 19 of 27 VII. INVESTMENTS and TRUSTS - income, value, t ....
Name of Person Reporting WRIGHT, SUSAN W.
I
[
Date of Report 05/15/2011
actions (Includes those of spouse and dependent children; see pp. 34-60 of fillng instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (2) Amount Type (e.g, Code 1 cliv., rent. (A-H) or int.) Gross value at end Transactions during reporting period
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e,g., buy, sell;: redemption)
Date mm/dd/yy
Value Code 2 (J-P)
Gain Code 1 (A:FI)
Identity of buyer/seller (if private transaction)
256. WA Brok.Acct.6~ 257. - Wells Fargo Bank Co. Money Mkt. Acct. 258. - AR St. Univ Rev Ref& Constru-Student Fee Mun. Bond 259. - AR St. Dev Fin Auth Rev Episcopal Collegiate Sch Proj B/E 260. Blackrock Muniyld. Inv. Fd. 261. - Conway WasteWater Rev. Impr. B/Q B/E 262. - AR St, Ybuv Rev Student Fee Beebe Campus B/E Ambac 263. - Little Riv Cnty AR Rev RFDG Amt GaPac. Corp Proj 264. - Univ AR Univ Revs Various FacFayetteville Ser A B/E OIL 265. - Univ. Central AR Rev. Rfdg. 266. - Nuveen Sel. Tax Free Income Port 2 SBI 267. o Nuveen Muni Value Fund Inc. 268. - Nuveen Ins. Tax Free Adv. Muni Fd NEA 269. WA Brok. Acct.8~ 270. TIAA-CREF (REW) 271. WF Brok. Acct. 9 IRA~ 272. - Andarko Petrol. Co.
B A A A B A A
Interest Interest Int./Div. Int./Div. Int./Div. Int./Div. Int./Div. Int./Div.
N J J J J K K K J J K L J J L N
T T T T T T T T T T T T T T T T Sold
01/27/10 J A
Buy
04/15/10
A A B B A A A D
Int./Div. Dividend Int.h)iv. Int./Div. Int./Div. Interest Int./Div. Int./Div.
Buy
10/06/10
i Income Gain Codcsi (See Columns B 1 and 194) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $1,000,000 K -$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
D =$5,001 - $15,000 C =$2~501 - $5,000 H i =$1,000;001 -- $5;000;000 .... H2 =M0re than $5;000,000 L =$50,001 - $100;000 M =$i00;001 :$250,000 p2~$5i~300,00i - $25,000,000 PI =$1,000,001 - $5,000,~4)0 P4 =More than $50,000;000 T =Cash Marke{ S =Assessment W =Estimated
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 20 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
~
NONE(No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure
Amount Code 1 (A-H)
Type (e.g., div., rent, or int.)
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e.g. buy, sell, redemption)
Date :Value Gain mm/dd/yy Code 2 ~ Code 1 (J-P) (A-H) :
Identity of buyer/seller (if pri~ate transaction)
273. - Advanced Micro Devices 274. - American Express 275. - Anheuser Busch 276. - AOL Inc. 277. - AT&T Inc. 278. - Bank of America Corp, 279. - Brocade Communications Systems 280. - Cabot Oil & Gas 281. - Carefusion 282. - Chevron Corp. 283. - Cigna Corp. 284. - CIT Group, Inc. 285. - CMS Energy Group 286. - Comerica Inc. 287. - Coming Inc. 288. - CVS Caremark Corp. 289. - Devon Energy Corp
Buy Buy Buy Sold
03/10/10 I0/10/I0 11/17/10 01/04/10
J J J J A
Sold Buy Sold Buy Sold Sold Buy Buy
10/21/10 12/09/10 08/13/10 03/10/10 01/27/10 03/02/10 03/02/10 02/02/10
J J J J J J J J
A
B
A A
Sold Sold
02/11/10 01/11/10
J J
A A
1,IncOme Gain Codes: (See Columns BI and D4) 2. Value C~ies (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$ 1,000 or less F =$50,001 - $100,000 J -$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001- $2;500 G =$ i 00~001 - $ ! ,000,000 K :$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$1,000,001 - $5;000i000 L =$50,001 - $100,000 P1 =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000~000 M =$100,001 - $250,000 P2 =$5;D00,001 - $25,000,000 T =Cash Market
E =$15,001 o $50,000
FINANCIAL DISCLOSURE REPORT Page 21 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - ~ ....e, value, transactions (Includes those of spouse and aepende.t children; see pp. 34-60 oJ’filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure
B. Income during C. Gross value at end D. Transactions during reporting period
reporting period (i) (2) Amount Type {e.g., Code 1 div., rent, (A~H) or int.)
of reporting period (1) (2) Value Value Code 2 Method (J-P) Code 3 (Q-W)
11) Type [e.g., buy, sell, redemption)
(2) (3) Value Date mm/dd/yy Code 2
Identity of Gain Code:~ ............. buyer/seller (if private (A-H) .... transaction)
290. - Directv 291. - Disney Walt Companhy 292. - DPL Inc. 293. - Du Pont E.I. De Nemours & Co. 294. - E1 Paso Corp. 295. - E M C Corp Mass 296. - Energizer Holdings 297. - Exelon Corp. 298. - Excel Energy 299. - Exxon Mobil Corp. 300. - Forest Oil Corp. 301. -General Electric Co. 302. - Goldman Sachs Group Inc. 303. - Goodyear Tire & Rubber 304. - Health Care REIT 305. -Heinz H J Co. 306. - Hewlett Packard Co. Sold 01/28/10 J A Sold Sold Buy 04/20/10 08/13/10 12/06/10 J J J A B Buy Sold Buy Sold Buy 01/11/10 01/27/10 08/13/10 07/12/10 07/12/10 J J J J J B A Sold Buy 06/25/10 11/09/10 J J A
1. Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1 ;000 or les~ F =$50,001 - $100,000 J =$15,000 or less N =$250;001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2~500 G =$100,001 - $1,000,000 K =$15,001 - $50,000 0=$500,001 - $],000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$L000,00i ~ $5i000i000 L =$50,001 - $100,000 Pl =$],000;001 -$5;000,000 P4 =Mor( than $501000,000 S =Assessment W =Estimated
D =$5,001. $15,000
E =$15,001 - $50,000
H2 =More than $5 000 000 .... .......... M --$100,001 - $250,000 P’2 =$5,000i00] - $~51000 000 T --Cash Mark~i
FINANCIAL DISCLOSURE REPORT Page 22 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - income, v, lne, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure
Income during reporting period (2) (I) Amount : Type (e.g., Code I div,, rent. (A-H) or inti)
Gross value at end of reporting period (I) (1) (2) Value Value . Type (e.g., buy, sell, Code 2 Method tedemptinn) (J-P~ Code 3
(Q-W)
(2) (3) " Date Value mm/dd/yy Code 2 O-P)
(4) Gain Code ~ (A-H)
(5) Identity of buyer/seller (if private transaction)
307. - Home Depot Inc. 308. - Honeywell Intl. Inc. 309. - Jack in the Box Inc. 310. - Johnson & Johnson 311. - JPMorgan Chase & Co. 312. - Knight Capital Group Inc. 313. - Kraft Foods 314. - Liberty Media Interactive A 315. - Liberty Media Corp. Starz.com Series A 316. - Lorillard Inc. 317. - Marsh & McLennan Cos., Inc. 318. - Merck & Co Inc. 319. - Metlife Inc. 320. - Microsoft Corp. 321. - Morgan Stanley & Co. 322. - National Fuel Gas Co. 323. - Natl Semiconductor Corp. Buy Sold Sold Sold 06/25/10 08/13/10 01/27/10 09/02/10 J
J
Sold
02/03/10
Buy
09/01/10
Sold
07/18/10
A
J
J
1: lncome Gain C0des: (See Columns B I and 1)4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
=$1~001 : $2;500 =$1001001= $ii000;000 .....
C =$2~501 - $5,000 Ill --$i;0001~012 $5;000;000 PI =$1,000,001 g $5;000;000 P4 =More than $50,000,000 S ~Assessrnent W --Estimated
D =$5,001 - $15,000 H2 ~M~re than $5,000~000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
=s15,001 -$50;000
=$500;001 = $t,000;000 =Cost (Real Estate On!y) =Other
~ ~$50;001 : $ 00,000 ...... M =$~00,001 - $250,000
FINANCIAL DISCLOSURE REPORT Page 23 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVES TMENTS and TRU S TS - income, value~ transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including t~ust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period : (l~ Amount Code 1 (A-H) ~2) Type (e.g., div;i:rent~ or int.~ C. Gross value at end of reporting period (1) (2) Value Value Code 2 Method Code 3 (J-p) (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) Date Value mm/dd/yy Code 2 (J-P)
(4) Gain Code 1 (A-H)
(Q~W) 324. - National Oilwell - Varco 325. - Newfield Exploration Co. 326. - Noble Energy Inc. 327. - Nokia Corp. 328. - Peabody Energy Corp. 329. - Pfizer Inc. 330. - Procter & Gamble Co. 331. - Progressive Corp. OH 332. - Raytheon Company 333. - Republic Svces. Inc. 334. - Rio Tinto PLC 335. - Simon Property Group 336. - Sirius XM Radio Inc. 337. - SPX Corp. 338. - Sun Trust Banks Inc. 339. - Symantec Corp. 340. - Teco Energy Inc. Buy Sold Sold Buy Sold Buy Sold Buy 09/02/10 02/28/10 08/23/10 09/02/10 09/02/10 09/02/10 04/27/10 04/27/10 J J J J J J J J A A A B Buy 07/08/10 J
Buy 11/09/10 J
(5) Identity of buyer/seller (if private transaction)
Buy Sold Sold Sold
01/27/10 01/28/10 04/27/10 01/27/10
J J J J C A A
1, lncome Gain 0des: A =$ii000 0r iesS (S~e Columns BI a~d D4) ........ :$~0;~] : ~1001~6~ I: J =$15,000 or less 2. Value Codes (See Colunms C I and D3) N =$250,001 - $500;000 P3 =$25,000,001 - $50,000,000 3. Value Method Codes Q =Appraisal (See Column C2) U =Book Value
B =$1,001 - $2,500 G --$100,001 - $1,000,000 K =$15,001 -$50,000 O =$500,00i - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H1 =$ii000i001 - $5;000,1)00 L -$50,001 - $100,000 P 1 =$ I ~000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E ~$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 24 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - inco.,e, vulue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Descriptiofi of Assets (including:trust assets)
B. Income during reporting period (1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.)
Place "(X)" after each asset exempt from prior disclosure
C. Gross value at end of reporting period (i) (2) Value Value Method Code ~ (J-P) Code 3 (Q-W)
D. Fransact ons during reporting period (1) Type(e.g., buy, sell, redemption) (2) (3) ’ (4) Date Value Gain mrrddd/yy Code 2 Code t (J-P) (A-H) (5) Identity of buyer/seller (if private transaction)
341. - Telefonica SA Company 342. - Thermo Fisher Scientific Inc. 343. - Time Warner Inc. 344. - Travelers Cos. 345. - United Continental Lldgs. Co. 346. - UnitedHealth Group Inc. 347. - URS Corp New 348. - US Bancorp New 349. o Verizon Communications Co. 350. - Wells Fargo Co. 351. - XL Capital Ltd. 352. - Xcel Energy Co., Inc. 353. WF IRA ~ Roth IRA) 354. - AT&T Inc. 355. - Entergy Corp New 356. Metropolitan National Bank-Little Roc~ 357. Layfayette Co., AR (royalty & fractional mineral interests) A E Interest Royalty J M T W A Interest
Buy Sold
[ 11/18/10 J 08/26/10 J B
Buy
09/20/10
J
Sold
09/17/10 J
A
Sold
11/01/10 J
B
Buy
09/27/10
Buy
10/27/10
C =$2,501 - $5,000 (See Coltmms BI and 1M) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2) F =$50,001- $100;000 J =$t5i000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value G =$i00;001- $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other H 1 =$1,000,001 - $5,000,000 L =$50,001 - $100,000 P I ~$ 1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$ 5,001 - $15,000 I-/2 =More than $5;000;000 M =$100,001 - $250~000 P2 =$5,000,001 - $25,~00,000 T =Cash Market
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 25 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, value, transactions (Includes those of spou .... d dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Income during reporting period (1) Amount Code 1 (A-H) (2) "i-3’pe (e.g., div.. rent, or int.)
of reporting period (1) (2) Value Value Code 2 Method (J-P) Code 3 (Q-W) (1) Type(e,g.;: buy; ~ell, redemption) (2) (3) (4) Date Value Gain mm/dddyy Code 2 ’ Code 1 (J-P) (A-H) (5) Identi.ty of bu3,er/seller (if private transaction)
Place "(X)" after each asset exempt from prior disclosure
358. Miller Co., AR (royalty & fractional mineral interest) 359. Webster Parish, LA (royalty & fractional mineral interest) 360. Caddo Parish, LA (royalty & fractional mineral interest) 361. Columbia Co. AR (mineral interest) 362. Hempstead Co., AR (mineral interest) 363. Miller Co., AR (land) 364. Lafayette cO., AR (land)
A C
Royalty Royalty Royalty
J K J J J J
J
W W W W W W
W
A A
Royalty Royalty None None
1. Income Gain Codes: (see c01UnmS B 1 and IM) 2. Value Codes (See Columns C t and D3) 3. Value Method Codes (See Column C2)
A ~$I,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $ 1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000
D =$5,001 - $15,000 M =$100,001 - $250,000 P2 =$5;000~001 - $25;000,000 T =Cash Market
E =$15,001 - $50,000
~i ~,i,0o0,o01: ~oo0;0oo:
L =$50;00! ~ $ 00i000 PI --$1~000,001 L $5;000,000 P4 =More than $50,000i000 S --ASsessment ..... W =Estimated
~ ~M~r~ ,ban $~,0oo,o0o
FINANCIAL DISCLOSURE REPORT Page 26 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepar, of report.)
Note A. Ln. 5: This trust is a duplication ofln. 207. I inadvertently duplicated this trust in my 2009 report. I have merged the stocks listed under In. 5 with those still held under In. 207. All of the stock originally listed under In. 5 has been reinvested. Lines 6-71 are included in this trust. I have merged the stock still held with the duplicate entries. Those stocks not still held are marked with a parenthetical Y and will be eliminated from my 2011 report. Note B. Ln. 72. This account was closed several years ago and has been erroneously reported for those years. ~ Note C. Lines 164-167. These funds were transferrerd and incorporated into accounts at Wachovia Securities (now Wells Fargo) on 12/04/2008 and have been erroneously reported since that date.
FINANCIAL DISCLOSURE REPORT Page 27 of 27 IX. CERTIFICATION.
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.SoC. § 7353, and Judicial Conference regulations.
Signature: S/SUSAN W.
WRIGHT
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544
1. Person Reporting (last name, first, middle initial) WRIGHT, SUSAN W.
4. Title (Article III judges indicate active or senior status; magistrate judges indicate full- or part-time)
Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. §§ 101-111)
2. Court or Organization EASTERN DISTRICT OF ARKANSAS
5a. Report Type (check appropriate type) Nomination, ] [] Initial Date [] Annual [] Final
3. Date of Report 05/15/2011 6. Reporting Period 01/01/2010 to 12/31/2010
U. S. DISTRICT JUDGE (Active)
5b. [] Amended Report
7. Chambers or Office Address UNITED STATES DISTRICT COURT 600 W. CAPITOL AVE., SUITE D 157-A LITTLE ROCK, AR 72201
8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. Reviewing Officer Date
IMPORTANT NOTES: The instructions accompanying this form must be followetL Complete all parts,
checking the NONE box for each part where you have no reportable informatior~ Sign on last page.
I. POSITIONS. (Reporting individual only; seepp. 9-13 of filing instructions.)
~ NONE (No reportable positions.) POSITION
1. 2. 3. 4. 5. Trustee
NAME OF ORGANIZATION/ENTITY
Five (5~ Trusts
II. AGREEMENTS. (ReVorting individual only; seeVV. 14-16 of filing instructions.)
[~ NONE (No reportable agreements.) DATE
PARTIES AND TERMS
Wright, Susan W.
FINANCIAL DISCLOSURE REPORT Page 2 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
IlL NON-INVESTMENT INCOME. (Reporting individual and spouse; seepp. 17-24 of filing instructions.)
A. Filer’s Non-Investment Income
~-] NONE~o reportable non-investment income.)
DATE
SOURCE AND TYPE
INCOME (yours, not spouse’s)
2. 3. 4.
B. Spouse’s Non-Investment Income - if you were married during anyportion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
~-]
NONE (No reportable non-investment income.)
DATE
I. 2010 2. 3. 4.
SOURCE AND TYPE
self-employed attomey and consultant
IV. REIMBURSEMENTS - transportation, lodging~food, entertainment
(Includes those to spouse and dependent children; see pp. 25-27 offiling instructions.)
D
NONE (No reportable reimbursements.)
SOURCE DATES 2/I 9-2/20/2010 LOCATION Nashville, TN PURPOSE moot court ITEMS PAID OR PROVIDED lodging and transportation.
1. 2. 3. 4. 5.
First Amendment Center
FINANCIAL DISCLOSURE REPORT Page 3 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
V. GIFTS. aneludes those to spouse and dependent children; seepp. 28-31 of filing instructions.)
NONE (No reportable gifts.)
SOURCE
1. 2. 3. 4. 5.
DESCRIPTION
VALUE
VI. LIABILITIES. aneludes those of s~,ouse und dependent children; see pp. 32-33 of f!ling instruction~.)
NONE (No reportable liabilities.) CREDITOR
1. 2. 3. 4. 5.
DESCRIPTION
VALUE CODE
FINANCIAL DISCLOSURE REPORT Page 4 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income) value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) B. Income during C Gross value at end D. Transactions during reporting period
Place "(X)" after each asset exempt from prior disclosure
Amount Code 1 (A-H)
Type (e.g.~ div., rent, or int.t
Value Value Code 2 .... Method (J-P) Code3 (QrW)
Type (e.g., buy~ sell, redemption)
Identity of Date ¯ Value ~ Gain .... mm/dd!yy :Code 2 Cod~l ....... buyer/seller (J-P) (A-~ . (if private transaction)
t. 2. 3. 4. 5. 6. 7.
Wells Fargo Money Mkt Assets Keystone Precious Metals TIAA/CREF- 1 S403(b) Regions Bank ~ Trust - 3M Corp - Abbott Labs(Y)
A A C A A
Interest Dividend Interest Interest Dividend
K J N K N
T T T T T
01/01/10 Merged (with line 255)
See NoteA.
8. - US Bank(Y) 9: 10. - Ciseo Sys Inc.(Y) - Diamonds Trust I(Y)
I1. -GMCorp(Y) 12. 13. 14. 15. 16. 17. - Ishares Cohen & Steers Realty Majors Index Fnd - Ishares Tr-Dow Jones US Indl Sector Index Fnd - Ishares TR Consumer Cyclical - Ishares TR S&P Midcap - Dillards Cap Tr(Y) - Wells Fargo Money Funds(Y) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227)
J
J
J
J
ii lfiCSnle Gaifi ~bd~s: (See Columns BI and IM) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1;000 or less F =$50,001 - $I00,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1;001 -$2,500 G ~$100,001 - $1 000~000 K =$15,001- $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 -$5,000 D =$5,001 -$15,000 Hi--$i1000;00i--$~000~006 H2 --M0r~ tha~ $5,000,000 L =$50;001 : $1001000 : M =$100;001 : $250,000 Pi ~$ l i000;001 ~ $5;000,000 P2 =$5;000;00 i ~ $25;000,000 P4 =More than $50,000,000 ....... T =Cash Market S =Assessment W =Estimated
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 5 of 27
N ame of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period {1) Amount Codel (A-H) (2) Type (e.g., ~iv rent or int.) C. Gross value at end of’reporting period (1) Value Code2 (J-P) (2) Value Method: Code 3 (Q.W) (1) Type (e.g., buy, sell, redemption) D. Transactions during reporting period (2) (3) {4) Gain Date Value mm/dd/yy Code2 Code 1 (J-P) (A-H) (5) Identity of buyer/seller (if private transaction)
18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34.
- Term Valley Auth(Y) - Accenture Ltd.(Y) - Altria Group Inc.(Y) - Apartment Investment & Reit Management Co-A(Y) - Caterpillar Inc. - Chevron Corporation - Colgate-Palmolive Co. - Dominion Res Inc VA New(Y) - Eli Lilly & Co(Y) - Exxon Mobil Corp. - Frprt-Mcmm CPPR & Gld B(Y) - General Electric Company - Harrahs Entmt Inc.(Y) - IDEARC Inc.(Y) - International Business Machine Corp. - IShares Lehman 20+ Yr. Treas - IShares IBoxx $ Yield Merged 01/01/10 (with line 226) Merged 01/01/I0 (with line 227) Merged 01/01/10 (with line 228)
J J J
Merged 01/01/10 (with line 212) Merged 01/01/10 (with line 213) Merged 01/01/10 (with line 215)
J J J
Merged 01/01/10 (with line 217)
J
Merged 01/01/I0 J (with line 218)
1. Income Gain Codes: (see ColUmns B 1 and 1)4) 2. Value Codes (See Columns C I and D3)
3. Value Method Codes (Se~ Coluwa C2)
h =Sl,000 0r iess F =$50;001 = $100,000 J =$15,000 or less N =$250.001 * $500,000 P3 =$25,000,001 * $50,000,000 Q =Appraisal U =Book Value
B =$1100i. $2 ~00 G =$100~001 : SL000,000 K =$15~001 ,$50,000 O =$500,001 .$I,000,000 R =Cost (Reai E~tate Only) V =Other
C =$2,501 - $5,000 H1 =$1;000,001 - $51000~000 L -$50,001 - $100,000 PI =$t~000,001 - $5;000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,00 t - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 -$25,000,000 T =Cash Market
E =$15.001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 6 of 27
Name of Person Reporting WRIGHT, SUSAN W,
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets including trust assets) Place "(X~" at~er each asset exempt from prior disclosure B. Income during reporting period {1) (2) Amoi~t Type (e.g. Code I div..rent. (AtH) or int.~ C. Gross value at end of reporting period (1) (2) Value Value Code 2 Method : (J-P) Code 3 (Q-W) D. l~ransactions during reporting period (1) Type (e.g., buy, sell, redemption) (2) !3) (4) Date Value mm/dd/yy Code2 (J-P) (5) Identity of buyer/seller (if private transaction)
Gain Code 1 (A-H)
35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51.
- IShares Inv Gr Bond ETF o IShres Morning Mid Grth o IShares MSCI Hong Kong Index Fd - ISharesMSCI Pac Ex-Japn o IShares MSCI EAFE Index Fund - IShares MSCI Singapore Index Fd. o ISharesNYSE 100 Index - IShares Russell Midcap Value - Ishrs Lehman MBS F-R ETF - IShares S&P Midcap 400 Value Index Fd - IShares S&P Small Cap 600 Value Index Fd. o IShares TR Russell 2000 Value Index o IShares TR 1-3 Yr Treas Index Fd - Johnson & Johnson - Kraft Foods Inc. CL A - Kroger Co. Comm.(Y) - Lindoln Natl Corp Ind(Y)
Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) Merged 01/01/I0 (with line 227) Merged 01/01/10 (with line 233) i Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 227) i Merged 01/01/10 (with line 227) Merged 01/01/10 (with line 232) Merged 01/0t/10 (with line 227) Merged 01/01/10 (with line 235) Merged 01/01/10 (with line 227) Merged 01/01/I0 (with line 234) Merged 01/01/10 (with line 237)
J J J J J J J J J J J J J J J
1, Inc0me Gain C0des: (See Colunms B I and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A ~$i;000 0f iegS F =$50,001 - $ 100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 = $1,000;000 K =$15,001 - $50,000 O =$500,001 - $1,000~000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$ i ;000,001 - $5~000 000 L =$50,001 - $ 100,000 Pl =$1;0(2,0,001 - $5,000,0~13 P4 =More than $50,000,000 S =Assessnlent W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,0130,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 7 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU STS - i.come, volue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior discinsure B. Inconae during reporting period (1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.} C. Gross value at end D. Transact ons during report ng period
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e.g., buy, sell, redemption)
Date:: Value mmidd/~ : Code 2 (J-P)
Gain Code 1 (A-H)
Identity of buyer/seller (if private transaction)
52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67.
- McDonalds’ Corp. - Microsoft Corp - Oneok Inc New(Y) - Pfizer Incorporated(Y) - Philip Morris Intl Inc. - Powershares Intl Divd Achievers Portfolio - Regal Entertainment Grp A(Y) - RPM Intl Inc.(Y) - Sanofi-Aventis ADR(Y) - SPDR S&P Dividend ETF - Streettracks Dow Jones Euro Stoxx 50 FD(Y) - Streettracks Gold Trust(Y) - Technology Sector Spdr(Y) - United Technologies Corp - US Bancorp(Y) - Vanguard Emerging Markets ETF(Y)
01/01/10 Merged (with line 238) Merged 01/01/10 (with line 240)
J J
Merged 01/01/10 (with line 242) Merged 01/01/10 (with line 243)
J J
Merged 01/01/I0 (with line 243)
Merged 01/01/10 (with line 248)
J
68. o Vanguard Energy Etf
: 1 income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1~000 or less F =$50,001 - $100,000 1 =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001- $2;500 G =$100,00I- $I,000,000 K =$15,001 -$50,000 O-$500,001- $1,000,000 R =Cost(Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$1,000,001 = $5,000,000 L ~$50;001 - $100,000 p1 =$ 1,000,001 - $5,000~000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 = $15,000 H2 =M0r~ ihan $5~000,000 M =$100;001 "$250,000 P2 =$5,000;001 = $25,000~000 T =Cash Market
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 8 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - income, valae, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) (2) Amount Type (e.g., Code 1 div., rent (A-H) or int.) C. Gross value at end of reposing period (1) (2) Value Value Method Code 2 (J-P) Code 3 (Q-W) D. Transact ons during reporting period (1) :Type (e.g., . buY; sell, redemption) (2) (3) (4) Date Value Gain mm/dd/yy Code2 I Code 1 (J-P) (A-H) (5) Identity of buyer/seller (if private transaction)
69. 70. 71. 72. 73. 74. 75. 76. 77. 78. 79. 80. 81. 82.
- Verizon Communications (Y) - Wisdomtree DVD Top 100 Fd(Y) - Wal-Mart Stores Inc. Regions Bank (chkg) Monsanto Common Stock Monsanto Fidelity Funds (Retirement) Jonesboro AR Res Hsg & Health Care Fac Putnam Fnd for Gwth & Inc CLB - IRA Putnam Fnd for Gwth & Inc CLB - IRA Putnam Fnd for Gwth & Inc CLB First Star Bank, AR Regions Bank Ing A B B A A A B A A D Interest Dividend Dividend None Interest Dividend Dividend Dividend Interest Interest Interest Dividend K K K J K J J J J K L T T T T T T T T T T T Merged 01/01/10 J (with line 254) Closed 01/01/10 J Note B.
83. ~Trust~ 84. 85. - SPDR Series 1 - Morgan Stanley Bank N.A.(X)
Ii Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C l and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50.000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1~000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$1,000100i - $5,000,000 L =$50,001 - $100;000 P1 =$1,000,001 ; $5,000,000 P4 =More than $50;000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =M~re than $5,000~000 M =$100;001 ~ $250;000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 9 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - income, value, tra.suetio.s ancludes those of spouse and dependent children; see pp. 34-60 of f!ling instructio.s.)
--] NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.) C Gross value at end of reporting period (l) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) D. Transactions during:reporting period (5) (I) (2) (3) ~ (4) Type (e.g., Date ValUe . Gain ..... Identity of buyer/seller mm/dd!yy Code 2 ’ Code t buy, sell, (A-H) (if private redemption) ...... OrP) transaction)
86. 87. 88. 89. 90. 91. 92. 93. 94. 95. 96. 97.
T.D. Williamson, Inc. C.S. (Ed.) Oppenheimer Main St. Fnd Putnam Fd. For Growth & Inc B Regions Bank Money Mkt acct Steph. Select Dimensions Annuity Municipal Bonds (MSDW) - Little River AR Rev Bds (refnding Ga.Pacific Corp) - Conway Arkansas Wastewtr Rev - University of Arkansas Univ Revs Various Fac-FV Ser A B/E - AR St-Dev Fin Auth Rev Epis. Collegiate Schl. Proj B/E Putnam OTC Emerg Grwth T.C 1. B Fundamental Invester Inc
D
A
Dividend
Dividend
N
J
T
T
A A A A
Dividend Interest Dividend Interest
J K
T
Closed M
01/01/10 J
See Note C.
A A A A A A A
Dividend Dividend Dividend Dividend Dividend Dividend Dividend J J J K K J T T
98. Global Marine 99. New Perspectives Fund Inc
100. Oppenheimer Main St. Fund Inc. & Grw. F.C1. B 101. Putnam Fd. for Grwth & Inc C1 B 102. Washington Mutual Investers
1. Income Gain Codes: (See Columns BI and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,~00 Or tess F =$50,001 - $t00,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B=$1,001 - $2,500 G =$100~001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$1,000,001 - $5;000,000 L =$50,001 - $ 100,000 PI =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $3~000~000 M =$i00,001 ~ $250;000 .... P2 =$5,000,001 - $25,000 000 T =Cash Market ....
E =$15,001 - SS0,000
FINANCIAL DISCLOSURE REPORT Page 10 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU STS - +come, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
~
NONE
reportable income, assets, or transactions.)
B. Income during C. Gross value at end D. ~ransactinns during reporting per od
A. Description of Assets (inClUding ~S~ assets)
Place ’!(X)" after each asset exempt from prior disclosure
Amount Code 1 (A-H)
Type (e.g., div.. rent. or int.)
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e.g., buy; ~e!!, redemption)
Date , Value mm/dd/yy Code 2 (J-p)
Gain Code 1 (A-H)
Identity of buyer/seller (if private transaction)
103. ~ Testamentary Trust ~ 104. - Balanced Growth Fund A (MS I) 105. - Balanced Growth Fund B (MS I) 106. - Dividend Grwth Securities A (MS1) 107. - Dividend Grwth Securities B (MS l) 108. - Strategist Fund A (MS1) 109. - Global Advantage Fd B (prev- Euro Grwth Fd B (MS1) 110. - Aggressive Equity Fd B (MS1) 111. - Strategist Fund B (MSI) 112. - AIM Cap. Dev. A 113. - Amer Gr Fd of America F 114. - Fidel Adv Dvrsfd Intl A 115. - Lazard Emerging Markets I 116. - Phoenix Multi-Sector S/T BD A 117. - PIMCO Ttl Ret A 118. - RS Partners A 119. - TCW Galileo Div Focus N
B
Int./Div.
L
T
1. Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$11000 or less F =$50,001 - $ 100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
=$1,001 ~ $2;500
=$I 00,001 - $1,000,000
=$1s,oo~ - $so,ooo
=$500,001 - $1,000,000 R ~Cost (Real Estate Only) V =Other
C =$2,501 ~ $5,000 H l =$ii000~00i ~ $5,000,~06 L =$50 001 ~ $100~000 PI ~$!;000;001 - $5;000;000: P4 =~e than $50;000,000 s =Assessment W =Estimated
D =$S,001 - $15,000 H) --M6re than $5;000,000 M =$100~001 - $250,000 P~ =$5,000,001 -$25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 11 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - i.come, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 off’ring instructions.)
~]
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets’~ ...... Place "(X)" after each asset B. Ineome during reporting period (1) (2) Amount Type (e.g., C. Gross value at end of reporting period 0-) (2) (1) (2) (3) D. Transactions during reporting period
(4)
Gain Code 1 (A-H)
(5)
Identity of buyer/seller (if private transaction)
Value Code 2 (J-p)
Value Method . Code 3
Type(e.g., buy, sell, redemption)
Date : Value mm/dd/yy Code 2 (J-P)
120. - MS(DW) Active Asset Money Fnd 121. ~ntary Trust II 122. - AstorgOptim Mid Cap N 123. - Cohen & Steers Intl Realty A 124. - Hartford Cap Apprec A 125. - Lazard Emerging Mkts Open 126. - MSIF Intl SmallCap P 127. - Pimco Total Return A 128. - RS Partners A 129. - TCW Div Focused N 130. - US Treasury Note 131. - Money Fund 1 (MSDW) 132. a~st 1 ~ A Interest L T A Int./Div. M T
133. - Activision Inc. 134. - Amphenol Corp. New CI.A 135. - Baker-Hughes Inc 136. - Bank of America C6rp
1. lncome Gain Codes: (See Columns BI and I)4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or !e~s F =$50,001 - $1oo,ooo J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000;000 Q =Appraisal U =Book Value
~ =$1,001 - $2i500 : ~ =$100~001 - $1~0001000 K =$15,001 - $50;000 O =$500~001 - $I,000,000 R =Cost (Real Estate Only) V =Other
C =$2 ~501 - $5;000 H 1 =$1,000,001 - $5~000,000 L =$50,001 - $ 100;000 P 1 =$1,000,001 - $5~000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 12 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, va~ue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Ao Description of Assets (including trust assets)
Place "(X)" al~er each asset exempt fromprior disclosure
B. Income during reporting period (1) (2) Amount Type [e.g., Code 1 div., rent, (A-H) or int.)
C. Gross value at end of reporting period (1) Value Code 2 (J-P) (2) Value Method Code 3 (Q-W) (1) Type (e.g., buy, sell, redemption)
D. Transactions during reporting period (2) Date mm/dd/yy (3) ’ (4) Value ’ Gain Code 2 Code 1 (J-P) (A-H) (5) Identityof buyer/seller (if private ~ran~actionl
137. - Caterpillar 138. - Citdx Systems Inc. 139. - CVS/Caremark RX (merger) 140. - Danaher Corporation 141. - Devon Energy 142. - E1 Paso Corporation 143. - El Paso Corporation 144. - Johnson & Johnson 145. - JP Morgan Chase & Co. 146. - NII Holdings, Inc. 147. - Noble Corporation 148. - Oracle Corporation 149. - Polo Ralph Lauren 150. - Praxair Inc 151. - Procter & Gamble Company 152. - Qualcomm Inc. 153. - Republic Services
1: Incothe Gaih Cbd~S: (See Columns BI and I)4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
~ ~ii000 ~;le~S
F =$50,001 - $100,000 J =$15,000 or tess N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B=$1,001-$2~5oo
G =$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$ !,000,001 - $5,000,000 L =$50,001 - $I00,000 P 1 =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$I00,001 - $250,000 P2 -$5,000,001 - $25~000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 13 of 27 VII. INVESTMENTS and TRUSTS -i .....
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
e, value, t ...... tions (Includes those of spouse and dependent children; seepp. 34-60 of ~ling instructions.)
D
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "~X)" after each assel exempt from prior disclosure B Income during reporting period (2) (1) Amount Type (e.g., Code I div;, rent, or int.) C. Gross value at ene
Transactions dUring reporting period
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e.g., buy, Sell, redemption)
Date .......Value mm/dd/yy Code 2 (J~P)
: Identity of Gain : Code l ........ buyer/seller (if private (A-H) transaction)
154. - Staples, Inc. 155. - Teva Pharmaceuticals Inds Adr 156. - TD Ameritrade Holding Corp 157. - US Treasury Note 158. Washington Mutual Inv Fd (IRA) 159. Equity Inc. Fd. Sel. Ten 97 Ser. A (IRA) 160. Fundamental Investor Inc (IRA) 161. New Perspective Fd. Inc (IRA 162. Putnam Fd. for Grwth & Inc C1 B (IRA) 163. Bristol-Myers Squibb 164. Steph. Eq. Tr. Sel. 10 Ind 165. Steph. Eq. Tr. Comp. Edge Best Ideas 166. Steph. Div. Growth B 167. Steph. Bal. Growth C 168. John Hancock Fin. Ind. Fd. Cla 169. Tarrant Cnty. TX Hlth. Facs Dev Corp 170. ML PFD Cap. Trust III A A A A C A A A A A A A A Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend J J J T T T J J J J J J T T T T T T Closed Closed Closed Closed 01/01/10 01/01/10 01/01/I0 01/01/10 J J J J See Note C See Note C See Note C See Note C
L Income Gain Codes; (See Columns BI and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or les~ F =$50,001 - $100,000 3 =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50.000,000 Q =Appraisal U =Book Value
B =$1,001- $2,500 G=$100,001- $1,000.000 K =$15,001- $50,000 O=$500,001- $1,000,000 R =Cost(Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 --$1;000;001 = $5;000;000
D =$5,001 - $15,000 H2 =More than:S5 000~000
E =$15,001- $50,000
L=$50,00~-$100,000 :
PI =$1,000,001- $5;000,000 P4 =More than $50,000,000 S :Assessment W =Estimated
~--$ 00;0oi::$25o~o00
~ --$5~000;001 - $251000,000 T =Cash Market
FINANCIAL DISCLOSURE REPORT Page 14 of 27
I
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A, Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure
B. Income during reporting period (11 (2) Amount Type (e.g.. Code 1 div., rent, (A-H) or int.)
C Gross value at end of reporting period (i) (~) Value Value Method Code 2 (J-P) Code 3 (Q-W) M
D. Transactions during reporting period (i) Type (e,g., buy, sell, redemption)
(2) (3) (4) (53
Date Value Gain mm/dd/yy Code2 Codel (J-p) (A-H)
Identity of buyer/selter (if private transaction)
171. Brokerage Acct~ Trust 172. - Blackrock Muni. Fd. 173. - Wells Fargo Company 174. - Naveen Municipal Value F 175. - Naveen Insured Tax Free 176. - Evergreen IntI Tr Prec Metals Fnd C1 A MF 177. - Coach
178. - Diamonds Trust
D
Int./Div.
Buy
04/15/10
J
Sold Sold Buy
02/10/10
J
A A
02/10/10 J 01/12/10 J
179. - IBM 180. - IShares TR Consumer Cyclical 181. - Powershares Aerospace & Defense Portfolio 182. - Little Rock AR Swr Rev Constr Ser A B/E FSA Mun. Bonds 183. - Nuveen Select Tax Free Income Port 2 SBI 184. BrokerageAcct~ IRA) 185. - Tarrant Cnty Tex Health Facs Dev Corp Hlth Sys (taunt) 186. -IShares Tr S&P Midcap 400 Index 187. - IShares Tr S&P 500 Index Fd. G Int./Div. N
i. Income Gain Codes: (See Cotun~s BI and D4) 2, Value Codes (See Colutrms CI and D3) 3. Value Method Codes (See Columo C2)
A =$1,000 or less F=$50,001 - $|00,000 J=$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000.000 Q =Appraisal U =Book Value
~ =Sl,OOl- $2,500
G=$100,O01 - $Ii000,000 K =$15,001 -$50,000 O=$500,001- $1;000,000 R =Cost(Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$ !,000,001 - $5,000,000 L =$501001 - $100,000 P 1 =$ 1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000
E =$15,001 - $50,000
H2 =More than $5;000~000 ..... M =$~00~00~ - $250,000 P2 =$5;000,001 - $25~000;000 T =Cash Market
FINANCIAL DISCLOSURE REPORT Page 15 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
~
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust asseis) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting p~riod I 1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.) C. Gross value at end of reporting period (1) (2) Value Value Method Code 2 (J-P) Code 3
Transactions dt~ng reporting period (2) ....... (4) Date ..... Value Gain : mm]dd/yy~ :COde 2 Code t
(A-H) (5) Identity of " buyer/seller (if~rivate transaction)
Type (e.g., buy, sell, redemption)
(Q-W) 188. - Men’ill Lynch Pfd Cap 189. - Money Market -Wells Fargo 190. - US Treas Note 191. - Fed Natl Mtg Assn Bonds 192. - Fed Natl Mtg Assn Notes 193. - Fed Home Loan Mtg Notes 194. - US Treas Bonds 195. - US Treas Bonds 196. - US Treas Inflation Index Notes 197. - Treasury Inflation Index 198. - Treasury Inflation Index CPN 199. - Pimco Fixed Income Shares Series C 200. - Pimco Advisors Fxd Inc. Series M 201. - Powershares Aerospace & Defense Portfolio PPA 202. ~ IRA Brok.3~ 203. - AT&T Inc. 204. - Powershares Aerospace & Defense Portfolio Sold 01/10/10 J A A Int./Div. M T
I. lncome Gain Codes: (See Columns BI and D4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1i000 or less F =$50,001 - $100,000 J =$15.000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1&01- $2,500 G =$100,001- $1,000,000 K =$15,001 -$50,000 O =$500,001- $1,000,000 R =Cost (Real Estate Only) V =Other
c =$2,501 - $5,000
H 1 =$1,000,00 i 2 $5,000,000 L =$50,001 - $100,000 PI =$ ,000;00 : $5,000,000 P4 =More than $50,000;000 S =Assessment W =Estimated
D =S5,001 - $15,000
H2 =M0r~ th~h $5,000~000 M --$100;00i ~ $~50i000 P2 --$5 006 061 ~$25 000 000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 16 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, value, t ......
tions (Includes those of spouse and dependent children; see pp. 34-60 of ~ling instructions.)
~
NONE
(No reportable
income, assets, or transactions.)
B. Income during C. Gross value at end ¯" D. Transactions during reporting period
Description of Assets (including trust assets)
Place "(X)" aider each asset exempt from prior disclosure
Amount: Code t (A-H)
Type (e.g., div,,rent; or int.)
Value Code2 (J-P)
Value Type (e.g., Method .... ’buy, sell, redemption) Code 3 (Q-W) T T T T T T T T T T T T T T T T T Buy Buy Buy
Date Value Gain : mm/dd/yy Code2: Code I (J-P) (A-H)
Identity of buyer/seller (if private transaction)
205. Univ AR Univ Revs Various FACFayetteville Series (MUN.BONDS 206. WF Brok. Acct. 1 (IRA)~ Cash) 207. WF Brok.~ 208. - Air Prods & Chemicals Inc. 209. - Alcoa Inc. 210. - AmEx 211. - Bank of America Corp. 212. - Caterpillar Inc, 213. - Chevron Corp. 214. - Coca-Cola Co. 215. - Colgate-Palmolive Co. 216. - CSX Corp. 217. - Exxon Mobil Corp. 218. - General Electric Co. 219. - General Mills, Inc.l 220. - Goldman Sachs Group Inc. 221. - Guess, Inc.
A A B A A A A A A A A A A A A A A
Dividend Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend
J J K J J J J J J J J J J J J J J
08/19/10
J
11/10/10
J
11/10/10
J
1, income Gain CSd~s: (See Columns BI and IM) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 ÷ $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 : $2,500 G =$1~0,~01 - $i,000,000 K =$15,001 ~ $50;000 O =$500,001 - $1,000,000 R --Cost (Real Estate Only) V =Other
C &$2,501 - $5,000 Ht ~$i,00~,60~, ~ $5,000,000 L=$50 001- $100~000 PI =$1,000,001 .- $5~000;000 P4 =More than $50 000,000 S =Assessmdm W =Estimated
D =$5,001 - $15,000 H2 --MOre than $5~000,000 M ~$100,00~ - $250,000 P2 =$5,000,001 ~ $25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 17 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - inco,~e, vatne, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period (1) Amount Code I (A-H) (2) Type (e.g., div., reni, or int.) C. Gross value at end of reporting period (!) Value Code 2 (J-P) (2) Value Method Code 3
(Q-W)
D. Transactions during reporting period (l) Type (e.g., buy, sell, redemption) (2) (3) (4) Gain Date Value mm/dd/yy Code 2 Code 1 (d-P) (A-H) (5) Identity of buyer/seller (if private transaction)
222. - Healthcare REIT Inc.
A
Dividend
J
T
Buy
08/3 I/l 0
J
223. - Hewlett-Packard Co. 224. - Home Depot, Inc. 225. - Intel Corp.
226. - Inteml. Bus Machines Corp.
A A A
A
Dividend Dividend Dividend
Dividend
J J J
J
T T T
T
227. - IShare Tr. S&P Small Cap 600 Index Fd. 228. 229.
- IShares 1BOXX Inv. Grade Corp Bond Fund - IShares JP Bond Fd.
A
Dividend
J
T
A
Dividend
J
T
Morgan Et Emerging Markets
A
Dividend
J
T
230. - IShares MSCI EAFE Index Fund
23 I. - IShares MSCI
A
Dividend
J
T
Malaysia Index Fd.
A
Dividend
J
T
Buy
09/30/10
J
232. - IShares TR S&P Midcap 400 Index Fd.
A
Dividend
J
T
233. - IShares MSCI Singapore Index Fd.
A
Dividend
J
T
Buy
10/l 8/10
J
234. - Johnson & Johnson
235. IShares TR-Russell 112000 Index Fd.
A
Dividend
J
T
A
Dividend
J
T
Buy
10/18/10
J
236. - JP Morgan Chase & Co.
A
Dividend
J
T
237. - Kraft Foods Inc. CL. A 238. - McDonalds Corp.
A A
Dividend Dividend
J J
T T
Buy
09/01/10
J
1,Income Gain Codcs: (See Columns BI and I)4) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B÷$1i001 : $2,500 G =$100,001 - $1,000,000 K =St 5,001 -$50,000 O =$500~001 -$ I,O00,O00 R =Cost (Real Estate Only) V =Other
C ~$2,501 - $5,000 H 1 =$1,000,00 t - $5;000,000 L =$50,001 - $ 100,000 P I =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S ~Assassment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$ 100,001 - $250,000 P2 =$5,000~001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 18 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS -income, value~ transactions (Includes those of sp ......
--] NONE reportable income, assets, or transactions.)
B. Income during reporting period C. Gross value at end of reporting period A. Description of Assets (including trust assets) Place "(X)" after each asset
d dependent children; see pp. 34-60 of filing instructions.)
Transactions during reporting period
(1) Amount
(2) Type (e.g., div., rent, or int.)
(1) Value Code 2 (J-P)
(2) Value
Method Code 3 (Q-W) T T T T T T T T T T T T T T T T T
(1) Type (e.g., buy, sel!, redemption)
(2) (3) ~ (4) Date Value ~ Gain mm/dd/yy Code2 Code 1 (J-P) (A-H)
(5) Identity of buyer/seller (if private transaction)
239. - Merck & Co. Inc. New 240. - Microsoft Corp. 241. - Morgan Stanley Tech ET 242. - Philip Morris Intl. Inc. 243. - Powershares ET Preferred Portfolio PGX 244. - Powershares EM Mar. ET Soy DE Pt. PCy 245. Sector SPDR TB Technology Sel. Ssector 246. - SPDR Barclays Cap Hi Yield Bond ETF Jnk 247. - SPDR Barelays Cap Hi Yld. Intl. Treasury Bond ETF 248. - United Technologies Corp. 249. - V F Corp. 250. - Vanguard Emerging Markets ETR 251. - Vanguard Energy ETF 252. - Vanguard Europe Pacific 253. - Vanguard Reit ETF 254. - Wal-Mart Stores Inc. 255. - 3M Company
A A A A A A A A A A A A A A A A A
Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend
J J J J J J J J J J J J J J J J J
Buy
09/08/10
J
Buy
08/03/10
J
1~ lnc0me Gaifi C0d~si (See Columns B 1 and 1)4) 2. Value Codes (See Columns C 1 and D3) 3. Value Method Codes (See Colunm C2)
A =$1;000 or less F =$50,001 - $100,000 J =$15;000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 : $2,500 G =$100,001 - $1,000;000 K =$15;001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$ t,000,001 - $5,000,000 L=$50,001 - $ 100,000 PI $I;000,001-$5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D=$5,001- $15,000 H2 =Morethan $5)000,000 M=$100,001 - $250,000 P2 =$5,000,001 :$25,000,000 T =Cash Market
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 19 of 27 VII. INVESTMENTS and TRUSTS - income, value, t ....
Name of Person Reporting WRIGHT, SUSAN W.
I
[
Date of Report 05/15/2011
actions (Includes those of spouse and dependent children; see pp. 34-60 of fillng instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (2) Amount Type (e.g, Code 1 cliv., rent. (A-H) or int.) Gross value at end Transactions during reporting period
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e,g., buy, sell;: redemption)
Date mm/dd/yy
Value Code 2 (J-P)
Gain Code 1 (A:FI)
Identity of buyer/seller (if private transaction)
256. WA Brok.Acct.6~ 257. - Wells Fargo Bank Co. Money Mkt. Acct. 258. - AR St. Univ Rev Ref& Constru-Student Fee Mun. Bond 259. - AR St. Dev Fin Auth Rev Episcopal Collegiate Sch Proj B/E 260. Blackrock Muniyld. Inv. Fd. 261. - Conway WasteWater Rev. Impr. B/Q B/E 262. - AR St, Ybuv Rev Student Fee Beebe Campus B/E Ambac 263. - Little Riv Cnty AR Rev RFDG Amt GaPac. Corp Proj 264. - Univ AR Univ Revs Various FacFayetteville Ser A B/E OIL 265. - Univ. Central AR Rev. Rfdg. 266. - Nuveen Sel. Tax Free Income Port 2 SBI 267. o Nuveen Muni Value Fund Inc. 268. - Nuveen Ins. Tax Free Adv. Muni Fd NEA 269. WA Brok. Acct.8~ 270. TIAA-CREF (REW) 271. WF Brok. Acct. 9 IRA~ 272. - Andarko Petrol. Co.
B A A A B A A
Interest Interest Int./Div. Int./Div. Int./Div. Int./Div. Int./Div. Int./Div.
N J J J J K K K J J K L J J L N
T T T T T T T T T T T T T T T T Sold
01/27/10 J A
Buy
04/15/10
A A B B A A A D
Int./Div. Dividend Int.h)iv. Int./Div. Int./Div. Interest Int./Div. Int./Div.
Buy
10/06/10
i Income Gain Codcsi (See Columns B 1 and 194) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $1,000,000 K -$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
D =$5,001 - $15,000 C =$2~501 - $5,000 H i =$1,000;001 -- $5;000;000 .... H2 =M0re than $5;000,000 L =$50,001 - $100;000 M =$i00;001 :$250,000 p2~$5i~300,00i - $25,000,000 PI =$1,000,001 - $5,000,~4)0 P4 =More than $50,000;000 T =Cash Marke{ S =Assessment W =Estimated
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 20 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
~
NONE(No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure
Amount Code 1 (A-H)
Type (e.g., div., rent, or int.)
Value Code 2 (J-P)
Value Method Code 3 (Q-W)
Type (e.g. buy, sell, redemption)
Date :Value Gain mm/dd/yy Code 2 ~ Code 1 (J-P) (A-H) :
Identity of buyer/seller (if pri~ate transaction)
273. - Advanced Micro Devices 274. - American Express 275. - Anheuser Busch 276. - AOL Inc. 277. - AT&T Inc. 278. - Bank of America Corp, 279. - Brocade Communications Systems 280. - Cabot Oil & Gas 281. - Carefusion 282. - Chevron Corp. 283. - Cigna Corp. 284. - CIT Group, Inc. 285. - CMS Energy Group 286. - Comerica Inc. 287. - Coming Inc. 288. - CVS Caremark Corp. 289. - Devon Energy Corp
Buy Buy Buy Sold
03/10/10 I0/10/I0 11/17/10 01/04/10
J J J J A
Sold Buy Sold Buy Sold Sold Buy Buy
10/21/10 12/09/10 08/13/10 03/10/10 01/27/10 03/02/10 03/02/10 02/02/10
J J J J J J J J
A
B
A A
Sold Sold
02/11/10 01/11/10
J J
A A
1,IncOme Gain Codes: (See Columns BI and D4) 2. Value C~ies (See Columns CI and D3) 3. Value Method Codes (See Column C2)
A =$ 1,000 or less F =$50,001 - $100,000 J -$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001- $2;500 G =$ i 00~001 - $ ! ,000,000 K :$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H 1 =$1,000,001 - $5;000i000 L =$50,001 - $100,000 P1 =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000~000 M =$100,001 - $250,000 P2 =$5;D00,001 - $25,000,000 T =Cash Market
E =$15,001 o $50,000
FINANCIAL DISCLOSURE REPORT Page 21 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - ~ ....e, value, transactions (Includes those of spouse and aepende.t children; see pp. 34-60 oJ’filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure
B. Income during C. Gross value at end D. Transactions during reporting period
reporting period (i) (2) Amount Type {e.g., Code 1 div., rent, (A~H) or int.)
of reporting period (1) (2) Value Value Code 2 Method (J-P) Code 3 (Q-W)
11) Type [e.g., buy, sell, redemption)
(2) (3) Value Date mm/dd/yy Code 2
Identity of Gain Code:~ ............. buyer/seller (if private (A-H) .... transaction)
290. - Directv 291. - Disney Walt Companhy 292. - DPL Inc. 293. - Du Pont E.I. De Nemours & Co. 294. - E1 Paso Corp. 295. - E M C Corp Mass 296. - Energizer Holdings 297. - Exelon Corp. 298. - Excel Energy 299. - Exxon Mobil Corp. 300. - Forest Oil Corp. 301. -General Electric Co. 302. - Goldman Sachs Group Inc. 303. - Goodyear Tire & Rubber 304. - Health Care REIT 305. -Heinz H J Co. 306. - Hewlett Packard Co. Sold 01/28/10 J A Sold Sold Buy 04/20/10 08/13/10 12/06/10 J J J A B Buy Sold Buy Sold Buy 01/11/10 01/27/10 08/13/10 07/12/10 07/12/10 J J J J J B A Sold Buy 06/25/10 11/09/10 J J A
1. Income Gain Codes: (See Columns B 1 and D4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1 ;000 or les~ F =$50,001 - $100,000 J =$15,000 or less N =$250;001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2~500 G =$100,001 - $1,000,000 K =$15,001 - $50,000 0=$500,001 - $],000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 HI =$L000,00i ~ $5i000i000 L =$50,001 - $100,000 Pl =$],000;001 -$5;000,000 P4 =Mor( than $501000,000 S =Assessment W =Estimated
D =$5,001. $15,000
E =$15,001 - $50,000
H2 =More than $5 000 000 .... .......... M --$100,001 - $250,000 P’2 =$5,000i00] - $~51000 000 T --Cash Mark~i
FINANCIAL DISCLOSURE REPORT Page 22 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - income, v, lne, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure
Income during reporting period (2) (I) Amount : Type (e.g., Code I div,, rent. (A-H) or inti)
Gross value at end of reporting period (I) (1) (2) Value Value . Type (e.g., buy, sell, Code 2 Method tedemptinn) (J-P~ Code 3
(Q-W)
(2) (3) " Date Value mm/dd/yy Code 2 O-P)
(4) Gain Code ~ (A-H)
(5) Identity of buyer/seller (if private transaction)
307. - Home Depot Inc. 308. - Honeywell Intl. Inc. 309. - Jack in the Box Inc. 310. - Johnson & Johnson 311. - JPMorgan Chase & Co. 312. - Knight Capital Group Inc. 313. - Kraft Foods 314. - Liberty Media Interactive A 315. - Liberty Media Corp. Starz.com Series A 316. - Lorillard Inc. 317. - Marsh & McLennan Cos., Inc. 318. - Merck & Co Inc. 319. - Metlife Inc. 320. - Microsoft Corp. 321. - Morgan Stanley & Co. 322. - National Fuel Gas Co. 323. - Natl Semiconductor Corp. Buy Sold Sold Sold 06/25/10 08/13/10 01/27/10 09/02/10 J
J
Sold
02/03/10
Buy
09/01/10
Sold
07/18/10
A
J
J
1: lncome Gain C0des: (See Columns B I and 1)4) 2. Value Codes (See Columns C I and D3) 3. Value Method Codes (See Column C2)
A =$1,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
=$1~001 : $2;500 =$1001001= $ii000;000 .....
C =$2~501 - $5,000 Ill --$i;0001~012 $5;000;000 PI =$1,000,001 g $5;000;000 P4 =More than $50,000,000 S ~Assessrnent W --Estimated
D =$5,001 - $15,000 H2 ~M~re than $5,000~000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E =$15,001 - $50,000
=s15,001 -$50;000
=$500;001 = $t,000;000 =Cost (Real Estate On!y) =Other
~ ~$50;001 : $ 00,000 ...... M =$~00,001 - $250,000
FINANCIAL DISCLOSURE REPORT Page 23 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVES TMENTS and TRU S TS - income, value~ transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including t~ust assets) Place "(X)" after each asset exempt from prior disclosure B. Income during reporting period : (l~ Amount Code 1 (A-H) ~2) Type (e.g., div;i:rent~ or int.~ C. Gross value at end of reporting period (1) (2) Value Value Code 2 Method Code 3 (J-p) (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) Date Value mm/dd/yy Code 2 (J-P)
(4) Gain Code 1 (A-H)
(Q~W) 324. - National Oilwell - Varco 325. - Newfield Exploration Co. 326. - Noble Energy Inc. 327. - Nokia Corp. 328. - Peabody Energy Corp. 329. - Pfizer Inc. 330. - Procter & Gamble Co. 331. - Progressive Corp. OH 332. - Raytheon Company 333. - Republic Svces. Inc. 334. - Rio Tinto PLC 335. - Simon Property Group 336. - Sirius XM Radio Inc. 337. - SPX Corp. 338. - Sun Trust Banks Inc. 339. - Symantec Corp. 340. - Teco Energy Inc. Buy Sold Sold Buy Sold Buy Sold Buy 09/02/10 02/28/10 08/23/10 09/02/10 09/02/10 09/02/10 04/27/10 04/27/10 J J J J J J J J A A A B Buy 07/08/10 J
Buy 11/09/10 J
(5) Identity of buyer/seller (if private transaction)
Buy Sold Sold Sold
01/27/10 01/28/10 04/27/10 01/27/10
J J J J C A A
1, lncome Gain 0des: A =$ii000 0r iesS (S~e Columns BI a~d D4) ........ :$~0;~] : ~1001~6~ I: J =$15,000 or less 2. Value Codes (See Colunms C I and D3) N =$250,001 - $500;000 P3 =$25,000,001 - $50,000,000 3. Value Method Codes Q =Appraisal (See Column C2) U =Book Value
B =$1,001 - $2,500 G --$100,001 - $1,000,000 K =$15,001 -$50,000 O =$500,00i - $1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000 H1 =$ii000i001 - $5;000,1)00 L -$50,001 - $100,000 P 1 =$ I ~000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market
E ~$15,001 - $50,000
FINANCIAL DISCLOSURE REPORT Page 24 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRUSTS - inco.,e, vulue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Descriptiofi of Assets (including:trust assets)
B. Income during reporting period (1) Amount Code 1 (A-H) (2) Type (e.g., div., rent, or int.)
Place "(X)" after each asset exempt from prior disclosure
C. Gross value at end of reporting period (i) (2) Value Value Method Code ~ (J-P) Code 3 (Q-W)
D. Fransact ons during reporting period (1) Type(e.g., buy, sell, redemption) (2) (3) ’ (4) Date Value Gain mrrddd/yy Code 2 Code t (J-P) (A-H) (5) Identity of buyer/seller (if private transaction)
341. - Telefonica SA Company 342. - Thermo Fisher Scientific Inc. 343. - Time Warner Inc. 344. - Travelers Cos. 345. - United Continental Lldgs. Co. 346. - UnitedHealth Group Inc. 347. - URS Corp New 348. - US Bancorp New 349. o Verizon Communications Co. 350. - Wells Fargo Co. 351. - XL Capital Ltd. 352. - Xcel Energy Co., Inc. 353. WF IRA ~ Roth IRA) 354. - AT&T Inc. 355. - Entergy Corp New 356. Metropolitan National Bank-Little Roc~ 357. Layfayette Co., AR (royalty & fractional mineral interests) A E Interest Royalty J M T W A Interest
Buy Sold
[ 11/18/10 J 08/26/10 J B
Buy
09/20/10
J
Sold
09/17/10 J
A
Sold
11/01/10 J
B
Buy
09/27/10
Buy
10/27/10
C =$2,501 - $5,000 (See Coltmms BI and 1M) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2) F =$50,001- $100;000 J =$t5i000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value G =$i00;001- $1,000,000 K =$15,001 - $50,000 O =$500,001 - $1,000,000 R =Cost (Real Estate Only) V =Other H 1 =$1,000,001 - $5,000,000 L =$50,001 - $100,000 P I ~$ 1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated
D =$ 5,001 - $15,000 I-/2 =More than $5;000;000 M =$100,001 - $250~000 P2 =$5,000,001 - $25,~00,000 T =Cash Market
E =$15,001- $50,000
FINANCIAL DISCLOSURE REPORT Page 25 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VII. INVESTMENTS and TRU S TS - income, value, transactions (Includes those of spou .... d dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Income during reporting period (1) Amount Code 1 (A-H) (2) "i-3’pe (e.g., div.. rent, or int.)
of reporting period (1) (2) Value Value Code 2 Method (J-P) Code 3 (Q-W) (1) Type(e,g.;: buy; ~ell, redemption) (2) (3) (4) Date Value Gain mm/dddyy Code 2 ’ Code 1 (J-P) (A-H) (5) Identi.ty of bu3,er/seller (if private transaction)
Place "(X)" after each asset exempt from prior disclosure
358. Miller Co., AR (royalty & fractional mineral interest) 359. Webster Parish, LA (royalty & fractional mineral interest) 360. Caddo Parish, LA (royalty & fractional mineral interest) 361. Columbia Co. AR (mineral interest) 362. Hempstead Co., AR (mineral interest) 363. Miller Co., AR (land) 364. Lafayette cO., AR (land)
A C
Royalty Royalty Royalty
J K J J J J
J
W W W W W W
W
A A
Royalty Royalty None None
1. Income Gain Codes: (see c01UnmS B 1 and IM) 2. Value Codes (See Columns C t and D3) 3. Value Method Codes (See Column C2)
A ~$I,000 or less F =$50,001 - $100,000 J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value
B =$1,001 - $2,500 G =$100,001 - $1,000,000 K =$15,001 - $50,000 O =$500,001 - $ 1,000,000 R =Cost (Real Estate Only) V =Other
C =$2,501 - $5,000
D =$5,001 - $15,000 M =$100,001 - $250,000 P2 =$5;000~001 - $25;000,000 T =Cash Market
E =$15,001 - $50,000
~i ~,i,0o0,o01: ~oo0;0oo:
L =$50;00! ~ $ 00i000 PI --$1~000,001 L $5;000,000 P4 =More than $50,000i000 S --ASsessment ..... W =Estimated
~ ~M~r~ ,ban $~,0oo,o0o
FINANCIAL DISCLOSURE REPORT Page 26 of 27
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepar, of report.)
Note A. Ln. 5: This trust is a duplication ofln. 207. I inadvertently duplicated this trust in my 2009 report. I have merged the stocks listed under In. 5 with those still held under In. 207. All of the stock originally listed under In. 5 has been reinvested. Lines 6-71 are included in this trust. I have merged the stock still held with the duplicate entries. Those stocks not still held are marked with a parenthetical Y and will be eliminated from my 2011 report. Note B. Ln. 72. This account was closed several years ago and has been erroneously reported for those years. ~ Note C. Lines 164-167. These funds were transferrerd and incorporated into accounts at Wachovia Securities (now Wells Fargo) on 12/04/2008 and have been erroneously reported since that date.
FINANCIAL DISCLOSURE REPORT Page 27 of 27 IX. CERTIFICATION.
Name of Person Reporting WRIGHT, SUSAN W.
Date of Report 05/15/2011
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.SoC. § 7353, and Judicial Conference regulations.
Signature: S/SUSAN W.
WRIGHT
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544
