susan webber wright financial disclosure report for 2010

8/3/2019 Susan Webber Wright Financial Disclosure Report for 2010

1/27

FINANCIAL DISCLOSURE REPOR TFOR CALENDAR YEAR 201 0Report Required by the Ethics

in Government Act of 1978(5 U.S.C. app. 101-111)

1. Person Repor ting ( las t name, f ir s t , middle init ial)W R I G H T , S U S A N W .

4. Title (Article III judges indicate active or senior status;magis t ra te judges indicate fu l l - or par t - t ime)

U . S . D IST RICT J U D G E (A c t ive )

7 . C h a m b e r s o r O f f ic e A d d r e s sU N I T E D S T A T E S D I S T R I C T C O U R T6 0 0 W . CA P IT O L A V E . , SU IT E D 1 5 7 -AL IT T L E RO CK, A R 7 220 1

2. Court or OrganizationE A S T E R N D I S T R I C T O F A R K A N S A S

3. Date of R e p o r t05/15/2011

5a . Report Type (check appropria te type )] Nomina t ion , D a t e[] Initial [] Annual [] Final

5b . [] Amended Report8. On the basis o f the in fo rma tion con ta ined in th is Report and anymodif ica t ions pe rta in ing the re to , i t is , in my o p in ion , in compliancewith appl icab le l aws and regula t ions .

6. Report ing Pe riod01/01/2010

to12/31/2010

R e v i e w i n g O f f i c e r D a t e

I M P O R T A N T N O T E S : 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 . P O S I T I O N S . (Reporting individual on ly; seepp. 9-13 of fi ling instructions.)~ N O N E ( N o reportable positions.)

1 . Trus t e e2.3.

4.5.

P O S I T I O N N A M E O F O R G A N I Z A T IO N / E N T IT YFive (5~ Trusts

I I . A G R E E M E N T S . ( R e V o r t i n g individual only; seeVV. 14-16 of filing instructions.)[~ N O N E ( N o reportable agreements.)

D A T E PARTIES AND TERMS


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FINANCIAL DISCLOSURE REPORTPage 2 o f 27

Na m e o f P e r so n R e p o r t i n gW R I G H T , S U S A N W .

Date of Report05/15/2011

I l L N O N - I N V E S T M E N T I N C O M E . (Reporting individual and spouse; seepp. 17-24 of filing instructions.)A. Filers Non-Investm ent Incom e~-] NONE non-investment income.)o reportable

D A T E S O U R C E A N D T Y P E

2.3.

4.

I N C O M E( y o u r s , n o t s p o u s e s )

B . S p o u s e s N o n - I n v e st m e n t I n c o m e - if you were married during anyportion of the reporting year, complete this section.(Dollar am ount not required except for honoraria.)~-] N O N E (No reportable non-investment income.)

D A T E S O U R C E A N D T Y P EI. 2010 s e l f- e m p l o y e d a t t o m e y a n d c o n s u l t a n t2.3.4.

I V . R E I M B U R S E M E N T S - transportation, lodging~food, entertainment(Includes those to spouse and dependent children; see pp. 25-2 7 offiling instructions.)

D (No reportable reimbursements.)O N ESOURCE

1 . Fi rs t Amendment Cen ter2.3.4.5.

DATES LOCATION PURPOSE2/I 9-2/20/2010 Nashvil le, TN moot cour t

ITEMS PAID OR PROVIDEDlodging and transportation.


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N a m e o f P e rs o n R e p o r t i n gW R I G H T , S U S A N W .

D a t e o f R e p o r t05/15/2011

V . G I F T S . a n e l u d e s those to spouse and d e p e n d e n t children; seepp. 28-31 of filing instructions.)N O N E (No reportable gifts .)

SOURCE DESCRIPTION1.2.

3.

4.

5.

VALUE

V I . L I A B I L I T I E S . a n e l u d e s t h o s e o f s ~ ,o u s e u n d dependent children; see pp. 3 2 - 3 3 of f!ling instruction~.)N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION1.

2.

3.

4.5.

VALUE CODE


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N a m e o f P e r s o n R e p o r t in gWRIGHT, SUSAN W.


V I I . I N V E S T M E N T S a n d T R U S T S - income) value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C D.D e s cr ip t io n o f A s s e ts In c o m e d u r in g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

( i n c l u d i n g t r u s t a s s e t s )

Place "(X)" after each asset A m o u n t T y p e ( e . g .~exempt f rom pr ior d isc losure Code 1 div., rent,(A-H) o r i n t . t

V a lu e V a lue Type (e.g. , Date Value ~ Gain .... Identity ofCode 2 . . .. Method buy~ sell, m m / d d !yy : C o d e 2 Cod~l ....... buyer/ se l le r

(J-P) C o d e 3 redem p tio n) (J-P ) (A-~ . (if private( Q r W ) transaction)

t. Wells Fargo Money M kt Assets A I n t e r e s t K T2. Keystone Precious Metals A Dividend J T3. TI AA/C REF - 1 S 403(b ) C I n t e r e s t N T

4. R e g i o n s B a n k5. ~ Trust6. - 3M C orp7. - A bbot t L abs (Y)

A I n t e r e s t K

A Dividend NTT

M e r g e d(with l ine 255)01/01/10

See NoteA.

8. - US Bank(Y)9: - Ci s eo Sys Inc . (Y)1 0 . - D iamonds T rus t I(Y)I1. -GMCorp(Y)

1 2 . - I s ha re s Cohen & Stee rs Rea l ty M ajorsI n d e x F n d1 3 . - I s ha re s T r -D ow J ones U S Ind l Sec torI n d e x F n d1 4 . - I s h a r e s T R C o n s u m e r C y c l i c a l1 5 . - I sha res TR S &P Mi dca p

16 . - Dil lards Cap Tr(Y)

M erg e d 01 /0 1/10(wi th l i ne 227 )M erg ed 0 1 /0 1 /1 0(wi th l i ne 227 )M erg e d 01 /0 1/10(wi th l i ne 227 )M erg ed 0 1 /0 1 /1 0(wi th l i ne 227 )

J

J

J

J

1 7 . - W e l l s F a r g o M o n e y F u n d s ( Y )

ii lfiCSn le G aifi ~ bd ~ s: A = $ 1;000 o r less(S e e C o lumn s BI a n d I M) F =$50,001 - $I00,0002 . Value Codes J =$15,000 or less( S e e C o l u m n s C I a n d D 3 ) N =$250,001 - $500,000

P3 =$25,000,001 - $50,000,0003. Value Meth od Codes Q = Ap p r a i sa l( S e e C o l u m n C 2 ) U = B o o k V a l u e

B =$1;001 - $2 ,500 C =$2,501 -$5,000 D =$5,001 -$15,000G ~$100,001 - $1 000~000 H i- -$ i1 00 0; 00 i- -$ ~ 00 0~ 0 06 H 2 -- M0 r~ t ha ~ $ 5, 00 0, 00 0K =$15,001- $50 ,000 L =$50;001 : $1001000 : M =$100;001 : $250,000O =$500,001 - $1,000,000 P i ~ $ l i 00 0; 00 1 ~ $5 ;0 00 ,0 00 P 2 = $ 5; 00 0; 00 i ~ $2 5; 00 0,00 0

P4 =More than $50,000,000 .......R =Cos t ( R eal Es t a t e Only ) S =As s es s ment T = C a s h M a r k e tV = O t h e r W =Es t imated

E =$15,001- $50 ,000


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N a m e o f P e r s o n R e p o r t in gW R I G H T , S U S A N W .

Date of Repor t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f!ling instructions.)N O N E (No reportable income, assets, or transactions.)

Description of Assets( inc luding t rus t asse ts )

Place "(X)" after each assetexempt f rom pr ior d isc losure

B. C. D.In co m e during G ro ss value a t en d Transac t ions dur ing repor t ing per iod

reportin g perio d o frep orting p erio d{1) (2) (1) (2 ) (1 ) (2) (3) {4) (5 )A m o u n t Type (e.g., V a l u e Va l ue Type (e.g ., Da te V a l u e Gain Identity ofC o d e l ~ i v r e n t C o d e 2 Method: buy, se l l , m m / d d / y y C o d e 2 Code 1 buyer/ se l le r(A-H) o r i n t . ) (J-P) Code 3 redempt ion) (J-P ) (A-H ) (if private

(Q .W) t r a n s a c t i o n )

1 8 . - Te rm Va l l e y Au t h(Y)1 9 . - A ccenture L td . (Y)20 . - A l t r i a G roup Inc . (Y)21 . - Apa r t m e n t I nve s t m e n t & Re i t Ma na ge m e n tC o - A ( Y )22 . - Caterpi l lar Inc.23 . - Chevron Corpora t ion24 . - C o l g a t e - P a l m o l i v e C o .25 . - D o m i n i o n R e s I n c V A N e w ( Y )

M erg ed 0 1 /0 1/10(wi th l i ne 21 2)M erg ed 0 1 /0 1/10(wi th l i ne 21 3 )M e rg e d 0 1 /0 1 /1 0

(wi th l i ne 21 5 )

JJJ

26 . - E l i L i lly & Co (Y)

27 . - E x x o n M o b i l C o r p .28 . - F r p rt - M c m m C P P R & G l d B ( Y )

M e r g e d 01/01/10 J(wi th l i ne 21 7 )

29 . - G ene ra l E lec t r i c Company30 . - H ar rahs E ntmt Inc . (Y)

M e r g e d 01/01/I0 J(wi th l i ne 21 8 )

31 . - I D E A R C I n c .( Y )32 . - In t e rna t iona l Bus ines s M ach ine Corp .33 . - I S h a r e s L e h m a n 2 0 + Y r . T r e a s34 . - I S h a r e s I B o x x $ Y i e l d

M e rg e d 0 1 /0 1/10(wi t h l i ne 226)

M e r g e d 01/ 01/ I0(wi th l i ne 227 )

M erg ed 0 1 /0 1/10(wi th l i ne 228 )

J

J

J

1. I ncome Gain Codes :(see ColUmns B 1 and 1)4)

2.Value Codes( See Columns C I and D3)

3. V a l u e M e t h o d C o d e s( S e ~ C o l u w a C 2 )

h = Sl,000 0 r ie s s B = $ 1100i. $ 2 ~ 00F = $50;001 = $100,000 G = $ 100~ 001 : SL000,000J =$15,000 or less K =$15~001 ,$50,000N =$250.001 * $500,000 O = $ 5 0 0 ,0 0 1 . $ I ,0 0 0 ,0 0 0P3 =$25,000,001 * $ 50,000,000Q = Ap p r a i sa l R =Cos t ( R eai E~ ta t e Only )U =B ook Value V =Oth er

C =$2,501 - $5,000 D =$5,00 t - $15,000H1 =$1;000,001 - $51000~000 H2 = M o r e t han $ 5 , 0 0 0 , 0 0 0L -$50,001 - $100,000 M =$100,001 - $250,000P I =$ t~ 00 0, 00 1 - $5 ;0 00 ,0 00 P 2 = $5 ,0 00 ,0 01 - $2 5, 00 0, 00 0P4 =More than $50,000,000S =As s es s ment T = C a s h M a r k e tW =Es t imated

E =$15.001 - $50,000


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FINANCIAL DISCLOSURE REPORTPage 6 of 27

N a m e o f P e rs o n R e p o r t i n gW R I G H T , S U S A N W ,

D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a l u e , transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)NONE (No reportable income, assets, or transactions.)

A. B. C. D.Descr ipt ion o f Assets Income during Gross va lue a t end l~ransactions during reporting periodinclud ing t rust a sse ts) repo rting period of reporting period

{1) (2) (1) (2) (1) (2) !3) (4) (5 )P l a c e " ( X ~ " a t ~ e r e a c h a s s e t A m o i ~ t Type (e .g . Va l ue Value Type (e.g., D a t e Value Gain Identity of

exempt f rom pr ior d isc losure C o d e I div..rent. Code 2 Method buy, se l l , mm/dd /yy C o d e 2 Code 1 buyer/ se l le r(A tH ) o r i n t . ~ : (J-P) Code 3 redempt ion) (J -P) (A-H) (if private(Q-W) t r a n s a c t i o n )

35 . - ISha res Inv G r Bond E T F M e rg e d 01 /0 1/10(wi th l i ne 227 )36 . o I S hre s Morn i ng Mi d Gr t h M e rg e d 0 1 /0 1 /1 0(wi th l i ne 227 )37 . o I S h a r e s M S C I H o n g K o n g I n d e x F d M erg ed 0 1 /0 1 /1 0

(wi th l i ne 227 )38 . - I S h a r e s M S C I P a c E x - J a p n M e rg e d 0 1 /0 1 /1 0(wi th l i ne 227 )39 . o I S h a r e s M S C I E A F E I n d e x F u n d M e r g e d 01/01/ I0(wi th l i ne 227 )40 . - I S h a r e s M S C I S i n g a p o r e I n d e x F d . M erg ed 0 1 /0 1 /1 0

(with l ine 233) i41 . o I S h a r e s N Y S E 1 0 0 I n d e x M e rg e d 01 /0 1/10(wi th l i ne 227 )42 . - IS h a re s R u ss e ll M id ca p V a lu e M e rg e d 01/01/10

(wi th l ine 227) i43 . - I s h rs L ehman M BS F-R E T F M e rg e d 01 /0 1/10(wi th l i ne 227 )44 . - I S h a r e s S & P M i d c a p 4 0 0 V a l u e I n d e x F d M e r g e d 01/01/10(wi th l i ne 23 2)45 . - I S h a r e s S & P S m a l l C a p 6 0 0 V a l u e I n d e x M e r g e d 01/0t /10Fd . (wi th l i ne 227 )46 . o IS h a re s T R R u s se l l 2 0 00 V a lue In d e x M e rg e d 0 1 /0 1 /1 0(wi th l i ne 23 5 )47 . o IS ha res T R 1-3 Y r T reas In d ex Fd M e rg e d 0 1 /0 1 /1 0(wi th l i ne 227 )48 . - J ohns on & J ohns on M e r g e d 01/01/ I0(wi th l i ne 23 4)49 . - K ra ft Fo o d s In c. C L A M e rg e d 0 1 /0 1 /1 0(wi th l i ne 23 7 )50 . - K r o g e r C o . C o m m . ( Y )51 . - L indoln N a t l Corp Ind(Y)

J

J

J

J

J

J

J

J

J

J

J

J

J

J

J

1, I nc0me Gain C0des : A ~$i;000 0f iegS( See Colunms B I and D4) F =$50,001 - $ 100,000

2 . Va lue Co d es J = $15,000 or less( S e e C o l u m n s C I a n d D 3 ) N =$ 250,001 - $500,000

P3 =$25,000,001 - $50,000,0003. Value Meth od Codes Q = Ap p r a i sa l( S e e C o l u m n C 2 ) U = B o o k V a l u e

B = $ 1,001 - $2,500 C = $2,501 - $ 5,000 D =$5,001 - $15,000G =$100,001 = $1,000;000 H 1 = $ i ; 0 0 0 , 0 0 1 - $ 5 ~ 0 0 0 0 0 0 H2 =More than $5,000,000K =$15,001 - $50,000 L =$50,001 - $ 100,000 M =$100,001 - $250,000O =$500,001 - $1,000~000 P l = $ 1 ; 0 ( 2 , 0 , 0 0 1 - $ 5 , 0 0 0 , 0 ~ 1 3 P2 =$5,000,001 - $25,0130,000

P4 =More than $50,000,000R =Cos t ( R eal Es t a t e Only ) S =Assessnlent T = C a s h M a r k e tV = O t h e r W =Es t imated

E =$15,001 - $50,000


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N a m e o f P e rs o n R e p o r t i n gWRIGHT, SUSAN W.


V I I . I N V E S T M E N T S a n d T R U S T S - i .c o m e , v o l u e , transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.Descr ipt ion o f Assets Inconae dur ing Gross value a t end Transac t ons dur ing repor t ng per iod

( inc luding t rus t asse ts ) reporting period( 1 ) ( 2 )

Place "(X)" after each asset A m o u n t Type (e.g., Va l ue Value Type (e.g. , Date:: Value G ain Identity ofexempt f rom pr ior d isc insure Code 1 div., rent, Code 2 Method buy, se l l , m m i d d /~ : C o d e 2 Code 1 buyer/ se l le r(A-H) o r i n t . } ( J - P ) Code 3 redem p tio n) (J-P ) (A-H) (if private

( Q - W ) t r a n s a c t i o n )

52 . - McDona l ds C orp .53 . - Mi croso f t C orp54 . - O n e o k I n c N e w ( Y )

M e r g e d 01/01/10(wi th l i ne 23 8 )M e r g e d 01/01/10(wi th l i ne 240 )

JJ

5 5 . - Pf iz er In c or p o r at ed ( Y)56 . - Phil ip M orris Intl Inc.5 7 . - P owe r s ha res In t l Di vd Ach i eve r s Po r t fo l io5 8 . - Regal E nt e r ta i nm e n t Grp A(Y )

Merged 01/01/10(with l ine 242)Merged 01/01/10(with l ine 243)

J

J

59 . - RP M In t l Inc . (Y)6 0. - Sanofi-Aventis ADR(Y)6 1 . - SPD R S & P D iv id e nd E TF6 2 . - St r e et tra ck s Dow Jone s Eu ro St ox x 5 0FD(Y)6 3. - Streettracks Gold Trust(Y)

Merged 01/01/I0(with l ine 243)

64 . - T e c h n o l o g y S e c t o r S p d r ( Y )65 . - U ni t ed T echnolog ie s Corp6 6 . - U S B a n c o r p ( Y )

M e r g e d 01/01/10 J(wi th l i ne 248 )

6 7. - Vanguard Em erging Mark ets ETF(Y)68 . o Vanguar d Ene rgy Et f

: 1 in c o me G a in C o d e s : A =$1~000 or less(S ee Co lu mn s B 1 a nd D4 ) F = $5 0,0 01 - $ 10 0,0 00

2 . Value Codes 1 =$15,000 or less( See Columns C I and D3) N =$250,001 - $500,000

P3 =$25,000,001 - $50,000,0003. Value Meth od Codes Q = Ap p r a i sa l( S e e C o l u m n C 2 ) U =B ook Value

B =$1,001- $2 ;500G =$100,00I- $I ,000,000K =$ 15,001 - $50 ,000O -$ 5 0 0 ,0 0 1 - $ 1 ,0 0 0 ,00 0R =Cos t ( R eal Es t a t e Only )V = O t h e r

C =$2,501 - $5,000 D =$5,001 = $15,000HI =$1,000,001 = $5,000,000 H2 =M0r~ ihan $ 5~000,000L ~$50;001 - $100,000 M = $100;001 " $250,000p1 =$ 1,000,001 - $5,000~000 P2 =$5,000;001 = $25,000~000P4 =More than $50,000,000S =As s es s ment T = C a s h M a r k e tW =Es t imated

E =$15,001- $50 ,000


8/27



D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, valae, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E ( N o reportable income, assets, or transactions.)

A. B. C. D.Description of Assets Inco m e d urin g G ro ss va lue a t e n d Transac t ons dur ing repor t ing per iod( inc luding t rus t asse ts ) reporting period of reposing pe riod

(1) (2) (1) (2) (1)A m o u n t T y p e ( e . g ., V a lue V alue : T y p e ( e . g . ,Code 1 div., rent Code 2 Method . b u Y ; s e l l ,(A-H) o r in t . ) ( J - P ) Code 3 r edempt ion)

(Q-W)


(2) (3) (4) (5 )D a t e Value Gain Identity of

mm/dd/yy C o d e 2 I C o d e 1 buyer/ se l le r(J-P) (A-H) ( i f p r i v a t e

transaction)

69 . - V e r i z o n C o m m u n i c a t io n s ( Y )

70 . - W i s d o m t r e e D V D T o p 1 0 0 F d ( Y )

71 . - W al -M ar t S tore s Inc .72 . R e g i o n s B a n k ( c h k g )

M e r g e d 01/01/10 J(wi th l i ne 25 4)I n t e r e s t Closed 01/01/10 J Note B.

73 . Monsanto Common Stock A Dividend K T74. Monsanto D Dividend K T75 . Fidelity Funds (Retirement) None K T76 . Jon e sbo ro AR Re s Hs g & He a lt h Care Fac A I n t e r e s t J T77 . P u t n a m F n d f o r G w t h & I n c C L B - I R A B D i v i d e n d K T78 . P u t n a m F n d f o r G w t h & I n c C L B - I R A B D i v i d e n d J T79 . P u t n a m F n d f o r G w t h & I n c C L B A D i v i d e n d J T8 0 . F ir s t St ar B an k , AR A I n t e r e s t J T

8 1. Regio ns B an k A I n t e r e s t J T82 . Ing B Interest K T

83. ~Trust~ A Dividend L T8 4. - SPDR Se r ie s 1

85 . - M organ S tan l ey Bank N .A .(X )

I i I ncome Gain Codes : A = $ 1,000 o r le ss B = $ 1,00 1 - $ 2 ,500( See Columns B 1 and D4) F =$ 50 ,001 - $ 100,000 G =$ 1 00,001 - $ 1,000,000

2. V alue Co de s J = $15,000 or less K =$15,001 - $50,000( S e e C o l u m n s C l a n d D 3 ) N = $ 250,0 01 - $ 500,000 O =$500,001 - $1~ 000,000

P3 =$25,000,001 - $50.000,0003. Value Meth od Codes Q = Ap p r a i sa l R =Cos t ( R eal Es t a t e Only )( See Column C2) U =B ook Value V = O t h e r

C = $ 2,501 - $ 5,000 D = $ 5,0 01 - $ 15,000HI =$1,000100i - $5,000,000 H2 =M~re than $5,000~000L =$50,001 - $100;000 M =$100;001 ~ $250;000P 1 =$ 1, 00 0, 00 1 ; $5 ,0 00 ,0 00 P 2 = $5 ,0 00 ,0 01 - $ 25 ,0 00 ,0 00P4 =More than $50;000,000S =As s es s ment T = C a s h M a r k e tW =Es t imated

E =$15,001 - $50,000


9/27


N a m e o f P e r so n R e p o r t in gWRIGHT, SUSAN W.

D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a l u e , t ra . s u e t io . s a n c l u d e s t h o s e of spouse and dependent children; see pp. 3 4 - 6 0 of f!ling instruc tio.s.)--] N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s( i n c l u d i n g t r u s t a s s e t s )Place "(X)" after each asset

exempt f rom pr ior d isc losure

B. C D.Incom e d urin g G ro ss v alue a t e n d Transac t ions dur ing: repor t ing per iodreporting period of reporting period

(1) (2) (l) (2) (I ) (2) (3) ~ (4) (5 )A m o u n t Type (e.g., V a l u e Value Type (e.g., Date ValUe . Gain ..... Identity ofCode 1 div., rent, Code 2 Method buy, se l l , m m / d d ! yy C o d e 2 C o d e t buyer/ se l le r(A-H) o r i n t . ) ( J - P ) Code 3 redemption) ...... Or P ) (A-H) (if private

( Q - W ) transaction)

86 . T .D . W i l l i ams o n , Inc . C .S . (E d. ) D D i v i d e n d N T

87 . O ppenhe im er M ain S t . Fnd A D i v i d e n d J T

88 . P utnam Fd. For G rowth & Inc B A D i v i d e n d J T89 . Regions Bank M o ney M kt acc t90 . Steph . Se l ec t D imen s ions A nnui ty91 . M unic ipa l Bonds (M SD W )

A Interest KA D i v i d e n dA Interest M

Clos ed 01/01/10 J S e e N o t e C .

92 . - L i t t le Rive r A R R ev Bds ( re fnd ing G a . -Pac if ic C o r p )93 . - Conway A rkans as W as tewt r Rev94 .95 .96 .

- Uni ve r s i t y o f Arka nsa s Un i v Re vs Va r i ousF a c - F V S e r A B / E- A R St -D ev F in A uth Rev E pi s . Col l eg i a t eSch l . P ro j B/EPu t na m OTC Em e rg Grwt h T .C 1 . B A D i v i d e n d

97 . Fundamenta l Inves t e r Inc A D i v i d e n d J9 8 . G l o b a l M a r i n e A D i v i d e n d J99 . N ew P ers pec t ives Fund Inc A D i v i d e n d J100. O ppenhe im er M ain S t . Fund Inc . & G rw.F.C1. B1 0 1 . P u tn a m F d . f o r G r w t h & I n c C 1 B

A D i v i d e n d KA D i v i d e n d K

TT

1 0 2 . W a s h i n g t o n M u t u a l I n v e s t e r s A D i v i d e n d J

1. I ncome Gain Codes :( S e e C o l u m n s B I a n d D 4 )

2.Value Codes( S e e C o l u m n s C I a n d D 3 )

3.Value Meth od Codes( See Column C2)

A =$1,~00 Or tessF =$50,001 - $ t00 ,000J =$15,000 or lessN =$250,001 - $500,000P3 =$25,000,001 - $50,000,000Q = Ap p r a i sa lU =B ook Value

B=$1,001 - $2,500G =$100~001 - $1,000,000K=$15,001 - $50,000O =$500,001 - $1,000,000R =Cos t ( R eal Es t a t e Only )V = O t h e r

C =$2,501 - $5,000H 1 = $1,000,001 - $5;000,000L =$50,001 - $ 100,000PI =$1,000,001 - $5,000,000P4 =More than $50,000,000S =As s es s mentW =Es t imated

D =$5,001 - $15,000 E =$15,001 - SS0,000H2 =More than $3~000~000M = $ i0 0 ,0 0 1 ~ $ 25 0 ; 0 0 0 . . . .P2 =$5,000,001 - $25 ,000 000T =Cash Market .. ..


10/27



D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - + c o m e , v a l u e , transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)~ NONE income, assets, or transactions.)eportable

A. B. C . D .D e s c r i p t i o n o f A s s e t s Income dur ing G r o s s v a l u e a t e n d ~ransactinns during report ing per od( i n C l U d i n g ~ S ~ a s s e t s )

Place !(X)" after each asset A m o u n t T y p e ( e . g .,exempt f rom pr ior d isc losure Code 1 d i v . . r e n t .(A-H) o r i n t . )V a lue V a lu e Type (e .g . , Date , Value Gain Identity of

C o d e 2 Method buy; ~e!!, m m /d d/y y C od e 2 C od e 1 buyer/ se l le r( J - P ) C o d e 3 r edempt ion) (J-p) (A-H) ( i f p r i v a t e

( Q - W) transaction)

103. ~ Testamentary Trust ~ B Int . /Div. L T1 0 4 . - B a la n c e d G r o w t h F u n d A ( M S I )1 0 5 . - B a la n c e d G r o w t h F u n d B ( M S I )1 0 6 . - D i v i d e n d G r w t h S e c u r i t i e s A ( M S 1 )1 0 7 . - D iv idend G rwth Secur i t i e s B (M S l )1 0 8 . - S t r a t e g is t F u n d A ( M S 1 )109. - G l o b a l A d v a n t a g e F d B ( p r e v - E u r oGrwt h F d B (MS 1)1 1 0 . - A g g r e s s i v e E q u it y F d B ( M S 1 )111. - St ra t eg i s t Fund B (M SI)1 1 2. - A IM Cap. D ev. A1 1 3 . - A m e r G r F d o f A m e r i c a F1 1 4. - F ide l A dv D v rs fd In t l A115. - L az a rd E merg ing M arke t s I1 1 6 . - P h o e n i x M u l t i- S e c t o r S / T B D A117. - PIMCO Ttl Ret A

118. - RS Pa r t ne r s A1 1 9 . - T C W G a l i le o D i v F o c u s N

1 . In c o m e Ga i n C o d es : A =$11000 or less( See Columns B 1 and D4) F =$50,001 - $ 100,000

2 . Value Codes J =$15,000 or less( See Columns C I and D3) N =$250,001 - $500,000


=$1,001 ~ $2;500= $ I 0 0 ,0 0 1 - $ 1 ,0 0 0 ,0 0 0= $ 1 s , o o ~ - $ s o , o o o=$500,001 - $1,000,000

R ~Cos t ( R eal Es t a t e Only )V = O t h e r

C =$2,501 ~ $5,000 D =$S,001 - $15,000H l =$i i000~00i ~ $5,000,~06 H) --M6re than $5;000,000L =$50 001 ~ $100~000 M =$100~001 - $250,000PI ~$!;000;001 - $5;000;000: P~ =$5,000,001 -$25,000,000P 4 = ~e tha n $ 5 0 ; 0 0 0 ,0 0 0s = A s s e s s m e n t T = C a s h M a r k e tW =Es t imated

E =$15,001 - $50,000


11/27




V I I . I N V E S T M E N T S a n d T R U S T S - i .c o m e , v a l u e , transactions (Includes those of spouse and dependent children; see pp. 34-60 offring instructions.)~] NONE income, a ssets, or transactions.)N o reportableA. B. C. D.

D e s c r i p t i o n o f A s s e t s I n e o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d(including trust assets~ ...... reporting period of reporting period

(1) (2) 0-) (2) (1 ) (2) (3)Place "(X)" after each asset Amount Type (e.g., Value Va l ue Type(e .g . , D a t e : ValueC o d e 2 M e t h o d . buy, se l l , m m /d d/y y C od e 2

(J-p) Co de 3 redem p tion ) (J-P)

1 20 . - M S(D W ) A c t ive A s s e t M one y Fnd121. ~ntary Trust II A Int . /Div. M T1 22. - A s torgO pt im M id Cap N1 2 3 . - C o h e n & S t e e r s I n tl R e a l t y A1 2 4 . - H a r t f o rd C a p A p p r e c A1 2 5 . - L a z a r d E m e r g i n g M k t s O p e n1 2 6 . - M S I F I n t l S m a l l C a p P1 2 7 . - P i m c o T o t a l R e t u r n A1 2 8 . - R S P a r t n e r s A1 2 9 . - T C W D i v F o c u s e d N1 3 0 . - U S T r e a s u r y N o t e1 3 1 . - M o n e y F u n d 1 ( M S D W )

132. a~st 1 ~ A I n t e r e s t L T133. - Act iv i s io n In c .1 3 4 . - A m p h e n o l C o r p . N e w C I . A1 3 5 . - B a k e r - H u g h e s I n c

(4) ( 5 )G a i n I d e n t i t y o f

C o d e 1 b u y e r / s e l l e r( A - H ) ( i f pr iva t e

t r a n s a c t i o n )

1 3 6 . - B a n k o f A m e r i c a C 6 r p

1 . l n c o m e Ga i n C o d es : A = $ 1 , 0 0 0 o r ! e~ s ~ = $ 1 ,0 0 1 - $ 2i5 0 0 :(S e e C o lumn s BI a n d I )4) F =$50,001 - $1oo,ooo ~ =$100~001 - $1~0001000

2. V alue Co d es J = $ 15,000 or less K =$15,001 - $50;000( See Columns C I and D3) N =$ 250,001 - $ 500,000 O =$500~ 001 - $ I,000,000

P3 =$25,000,001 - $50,000;0003. Value Meth od Codes Q = Ap p r a i sa l R =Cos t ( R eal Es t a t e Only )( See Column C2) U =B ook Value V = O t h e r

C =$2 ~501 - $5;000 D =$5,001 - $15,000H 1 =$1,000,001 - $5~000,000 H2 = M o r e t han $ 5 , 0 0 0 , 0 00L =$50,001 - $ 100;000 M = $100,001 - $250,000P 1 =$1,000,001 - $5~000,000 P2 =$5,000,001 - $25,000,000P4 =More than $50,000,000S =As s es s ment T = C a s h M a r k e tW =Es t imated

E =$15,001 - $50,000


12/27




V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a ~ u e , transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E ( N o reportable income, assets, or transactions.)

AoD e s c r i p t i o n o f A s s e t s( i n c l u d i n g t r u s t a s s e t s )

Place "(X)" a l~er each asse texempt f romprior d isc losure

1 3 7 . - C a t e r p i l la r1 3 8 . - C i t d x S y s t e m s I n c .1 3 9 . - C V S / C a r e m a r k R X ( m e r g e r )1 4 0 . - D a n a h e r C o r p o r a t i o n141. - De von Ene rgy1 42. - E 1 P as o Corpora t ion143. - E l Paso Co rp o ra t io n1 4 4 . - J o h n s o n & J o h n s o n1 4 5 . - J P M o r g a n C h a s e & C o .146. - NII Holdings, Inc.1 4 7 . - N o b l e C o r p o r a t io n148 . - Orac le Co rp o ra t io n1 4 9 . - P o l o R a l p h L a u r e n150 . - P r a x a i r I n c151. - Proct e r & Ga m b l e C om pa ny1 5 2 . - Q u a l co m m I n c .

B. C. D.Inco m e d urin g G ro ss va lue a t e n d Transac t ions dur ing repor t ing per iodreporting period of reporting period

(1 ) (2 ) (1) (2) (1 ) (2) (3) (4) ( 5 )A m o u n t Type [e.g., V a lue V a lue Type (e.g., Date Value Gain Iden t i tyo fCode 1 div., rent, Code 2 Method buy, se l l , mm/dd/yy C o d e 2 C o d e 1 buyer/ se l le r(A-H) o r i n t . ) ( J - P ) Code 3 redem ption) (J-P) (A-H) ( i f p r i v a t e~ r a n ~ a c t i o n l(Q-W)

1 5 3 . - R e p u b l i c S e r v i c e s

1 : In c o the Ga i h C bd ~ S :(S e e C o lumn s BI a n d I )4)

2.Value Codes( S e e C o l u m n s C I a n d D 3 )

3.Value Meth od Codes( S e e C o l u m n C 2 )

~ ~ i i 0 0 0 ~ ; l e ~ S B = $ 1 , 0 0 1 - $ 2 ~ 5 o oF =$ 50 ,001 - $ 100,000 G =$ 1 00,001 - $ 1,000,000J =$15,000 or tess K =$15,001 - $50,000N =$250,001 - $500,000 O =$500,001 - $1,000,000P3 =$25,000,001 - $50,000,000Q = Ap p r a i sa l R =Cos t ( R eal Es t a t e Only )U =B ook Value V = O t h e r

C =$2,501 - $5,000 D =$5,001 - $15,000H 1 = $ !,000,001 - $5,000,000 H2 =More than $5,000,000L =$50,001 - $ I00 ,000 M =$I00 ,001 - $250,000P 1 =$ 1,000,001 - $5,000,000 P2 -$5,000,001 - $25~000,000P4 =More than $50,000,000S =As s es s ment T = C a s h M a r k e tW =Es t imated

E =$15,001 - $50,000


13/27



D a t e o f R e p o r t05/15/2011

V II. INVESTM ENTS and TRUSTS -i ..... e, value, t ...... tions (Includes those of spouse and dependent children; seepp. 34-60 of ~ling instructions.)D NONE (N o reportable income, assets, or transactions.)

A. B C.Description of Assets Incom e d urin g Gross value a t en e

( inc luding t rus t asse ts ) reporting period(1 ) (2 )

Place "~X)" after each assel A m ount T y pe ( e .g . , Va l ueexempt f rom pr ior d isc losure C o d e I div;, rent, Code 2o r i n t . ) ( J - P )

T r a n s a c t i o n s d U r i n g r e p o r t in g p e r i o d

Value T y p e ( e .g . , Date .......ValueM e t h o d b u y , S e l l , m m /dd /yy C ode 2C o d e 3 r e d e m p t io n ) ( J ~ P )( Q - W )

154 . - S tap les , In c .1 5 5 . - T e v a P h a r m a c e u t i ca l s I n d s A d r1 5 6 . - T D A m e r i t r a d e H o l d i n g C o r p1 5 7 . - U S T r e a s u r y N o t e1 5 8 . W a s h i n g t o n M u t u a l I n v F d ( I R A ) A D i v i d e n d J T1 5 9 . E qui ty Inc . Fd . Se l . T en 97 Se r . A ( IRA ) A D i v i d e n d J T1 6 0 . F u n d a m e n t a l I n v e s t o r I n c ( I R A ) A D ividend J T1 6 1 . N ew P e rs pec t ive Fd . Inc ( IRA A D i v i d e n d J T1 6 2 . P u tn a m F d . f o r G r w t h & I n c C 1 B ( I R A ) C D i v i d e n d J T1 6 3 . Br i s to l -M yers Squibb A D ividend J T164 . S tep h. Eq . Tr . S e l . 10 In d A D i v i d e n d1 6 5 . S te p h . E q . T r . C o m p . E d g e B e s t I d e a s A D ividend1 6 6 . S t eph . D iv . G rowth B A D i v i d e n d1 6 7 . S t eph . Ba l . G rowth C A D i v i d e n d1 6 8 . J o h n H a n c o c k F i n . I n d . F d . C l a A D ividend J T1 6 9 . T a r ran t Cnty . T X H l th . Facs D ev Corp A D i v i d e n d J T1 7 0 . M L P FD C ap. T rus t I I I A D i v i d e n d J T

G a i n : : Ident i ty ofCode l ........ buyer/ se l le r(A-H) ( i f p r i v a t e


C lo s ed 0 1/0 1/1 0C lo s ed 0 1 /0 1 /1 0Clos ed 01/01/ I0Clos ed 01/01/10

JJJJ

See N ote CSee N ote CSee N ote CSee N ote C

L I ncome Gain Codes ; A =$1,000 or les~( S e e C o l u m n s B I a n d D 4 ) F =$50,001 - $100,000

2 . Value Codes 3 =$15,000 or less( See Columns C I and D3) N =$250,001 - $500,000

P3 =$25,000,001 - $50.000,0003. Value Meth od Codes Q = Ap p r a i sa l(S e e C o lum n C 2) U = B o o k V a lue

B =$1,001- $2 ,500G=$100,001- $1 ,000. 000K = $15,001- $50 ,000O=$500,001- $1 ,000,000R =Cos t ( R eal Es t a t e Only )V =Oth er

C =$2,501 - $5,000 D =$5,001 - $15,000H 1 - - $ 1 ; 0 0 0 ; 0 0 1 = $ 5 ; 0 0 0 ; 0 0 0 H2 =More than:S5 000~000L=$50,00~-$100,000 : ~ - - $ 0 0 ; 0 o i : :$ 2 5 o ~ o 0 0PI =$1,000,001- $5;000,000 ~ --$5~000;001 - $251000,000P4 =Mo r e th an $50 ,000,000 T = C a s h M a r k e t: As s es s mentW =Es t imated

E =$15,001- $50 ,000


14/27

FINANCIAL DISCLOSURE REPORTPage 14 of 27 Ia m e o f P e r s o n R e p o r t in gW R I G H T , S U S A N W . D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transact ions (Includes those of spou se and depend ent chi ldren; see pp. 34-60 of fi l ing instruct ions.)N O N E (No reportable income, assets, or transactions.)

A, B. C D.D e s c r i p t i o n o f A s s e t s Income during G r o s s v a l u e a t e n d T r a n s a c t io n s d u r i n g r e p o r t in g p e r i o d

( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d(11 (2) (i) (~) (i )A m o u n t T y p e ( e . g .. Value Value T y p e ( e , g .,C o d e 1 d i v . , r e n t , C o d e 2 M e th o d buy, sell,(A-H) o r i n t . ) ( J - P ) C o d e 3 redemption)(Q-W)


(2) (3) (4) (5 3D a t e Value Gain Identity ofm m / d d/ y y C ode 2 C o d e l b u y e r / s e l t e r( J - p ) ( A - H ) ( i f p r i v a t et r a n s a c t i o n )

171. Brokerage Acct~ Trust172 . - B lackro ck Mun i . F d .

D Int . /Div. MBu y 04/15/10 J

1 7 3 . - W e l l s F a r g o C o m p a n y1 7 4 . - N a v e e n M u n i c i p a l V a l u e F1 7 5 . - N a v e e n I n s u r e d T a x F r e e176. - E vergreen In t I T r P rec M eta l s Fnd C1 AM F1 7 7 . - C o a c h Sold 02/10/10 J A1 7 8 . - D ia m o n d s T r u s t Sold 02/10/10 J A179. - IBM Bu y 01/12/10 J

1 8 0 . - I S h a r e s T R C o n s u m e r C y c l i c a l181. - P owers ha res A eros pace & D efens ePort fol io182. - L i t tl e R o c k A R S w r R e v C o n s t r S e r A B / EF S A Mun . B onds1 8 3 . - N u v e e n S e l e c t T a x F r e e I n c o m e P o r t 2 S B I184. BrokerageAcct~ IRA)

185. - Ta r r a n t C n t y Te x He a l t h F a cs De v C orpHlth Sys ( taunt)1 8 6 . - I S h a re s T r S & P M i d c a p 4 0 0 I n d e x

G Int./Div. N

1 8 7 . - I S h a r e s T r S & P 5 0 0 I n d e x F d .

i . I ncome Gain Codes :(S e e C o tun ~s BI a n d D 4)

2 , Value Codes( See Colu t r ms CI and D3)

3.Value Meth od Codes( S e e C o l u m o C 2 )

A=$1,000 or lessF=$50,001 - $ | 00 ,000J=$15,000 or lessN =$250,001 - $500,000P3=$25,000,001 - $50,000.000Q=AppraisalU =B ook Value

~ = S l , O O l - $ 2 , 5 0 0G=$100,O01 - $Ii000,000K =$15,001 -$50,000O=$500,001- $ 1;000,000R =Cos t ( R eal Es t a t e Only )V =Oth er

C =$2,501 - $5,000H 1 =$ !,000,001 - $5,000,000L =$501001 - $100,000P 1 =$ 1,000,001 - $5,000,000P4 =More than $50,000,000S =As s es s mentW =Es t imated

D = $ 5,001 - $ 15,000 E = $ 15,001 - $ 50,000H2 =More than $5;000~000 .....M =$~00~00~ - $250,000P2 =$5;000,001 - $25~000;000T = C a s h M a r k e t


15/27


N a m e o f P e r s o n R e p o r ti n gWRIGHT, SUSAN W.

Date of Repor t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n co me , v a l u e , transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)~ NONE(No reportable income, assets, or transactions.)A. B. C.

Description of Assets Inco m e during G ro ss value a t e n d( inc luding t rus t asse is ) reporting p~riod of reporting period

I 1) (2 ) ( 1 ) ( 2 )Place "(X)" after each asset

exempt from prior disclosureA m o u n t T y p e ( e . g . , Va l ueCode 1 div., rent, Code 2(A-H) o r i n t . ) ( J - P )

Transactions dt~ng reporting period(2) .......

Value T y p e ( e . g . , Date . . .. . ValueM e th o d buy, sell, : m m ] d d /y y ~ :C O d e 2C o d e 3 r e d e m p t i o n )( Q - W )

1 8 8 . - M e n i l l L y n c h P f d C a p1 8 9 . - M o n e y M a r k e t - W e l ls F a r g o1 9 0 . - U S T r e a s N o t e191. - F e d Na t l Mt g Assn B onds1 92. - Fed N a t l M tg A s s n N otes1 9 3 . - F e d H o m e L o a n M t g N o t e s1 9 4 . - U S T r e a s B o n d s1 9 5 . - U S T r e a s B o n d s1 96 . - U S T reas Inf l a t i on Index N otes

197. - Treasu ry In f la t io n In d ex1 9 8 . - T r e a s u r y I n f l a ti o n I n d e x C P N1 9 9 . - P i m c o F i x e d I n c o m e S h a r e s S e r i e s C2 0 0 . - P i m c o A d v i s o r s F x d I n c . S e r ie s M201. - P owers ha res A eros pace & D efens ePor t fo l i o PPA202. ~ IRA Brok.3~ A Int./Div. M T2 0 3 . - A T & T I n c .204. - P owers ha res A eros pace & D efens ePort fol io

(4) (5 )Gain Identity of

C o d e t " b u y e r / s e l le r(A-H) ( i f~r ivate

transaction)

Sold 01/10/10 J A

I . l ncome Gain Codes : A =$1i000 or less( See Columns B I and D4) F =$50,001 - $100,000

2 . V alue Co de s J = $15.000 or less( S e e C o l u m n s C I a n d D 3 ) N =$250,001 - $500,000

P3 =$25,000,001 - $50,000,0003. Value Meth od Codes Q = Ap p r a i sa l( See Column C2) U =B ook Value

B=$1&01- $2 ,500G =$100,001- $1,000,000K=$15,001 -$50,000O =$500,001- $1,000,000R =Cos t ( R eal Es t a t e Only )V =Oth er

c = $ 2 , 5 0 1 - $ 5 , 0 0 0 D =S 5 ,0 0 1 - $ 1 5 , 0 0 0 E =$ 1 5 ,0 0 1 - $ 5 0 , 0 0 0H 1 = $ 1, 00 0, 00 i 2 $5 ,0 00 ,0 00 H 2 = M 0r ~ t h~ h $5 ,0 00 ~ 00 0L =$50,001 - $100,000 M --$100;00i ~ $~ 50i000P I = $ ,0 0 0 ; 0 0 : $ 5 ,0 0 0 ,0 0 0 P2 --$5 006 061 ~$25 000 000P4 =More than $50,000;000S =As s es s ment T = C a s h M a r k e tW =Es t imated


16/27

FINANCIAL DISCLOSURE REPORTP a g e 1 6 o f 2 7

N a m e o f P e r s o n R e p o r ti n gW R I G H T , S U SA N W .

D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, value, t ...... t ions ( Includes those of spouse a nd depen dent chi ldren; see pp. 34-60 of ~ l ing instruct ions .)~ NONE income, assets, or transactions.)N o reportableD e s c r i p t i o n o f A s s e t s

( i n c l u d i n g t r u s t a s s e t s )B. C. D.

In co m e dur in g G ro ss value a t en d " Transac t ions dur ing repor t ing per iod

Place "(X)" aider each assetexempt f rom pr ior d isc losure

A m o u n t : T y p e ( e .g ., Value Value T y p e ( e . g . , D a t e ValueCode t div, ,rent; C ode 2 Method ... . buy, se l l , m m / d d/ y y Code 2 :( A - H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P )( Q - W )

2 0 5 . U n i v A R U n i v R e v s V a r i o u s F A C - A D i v i d e n d J TF a ye t t e v i ll e S e r i e s (MUN.B OND S206. WF Brok. Acct. 1 (IRA)~ Cash) A Interest J T207. WF Brok.~ B D i v i d e n d K T2 0 8 . - A i r P r o d s & C h e m i c a l s In c . A D i v i d e n d J T2 0 9 . - A l c o a I n c . A D i v i d e n d J T2 1 0 . - A m E x A D i v i d e n d J T Bu y 0 8 /1 9 /1 0 J2 1 1 . - B a n k o f A m e r i c a C o r p . A D ividend J T2 1 2 . - C a t e r p i l la r I n c , A D ividend J T2 1 3 . - C h e v r o n C o r p . A D i v i d e n d J T2 1 4 . - C o c a - C o l a C o . A D ividend J T2 1 5 . - C o l g a t e - P a l m o l i v e C o . A D i v i d e n d J T2 1 6 . - C S X C o r p . A D ividend J T2 1 7 . - E x x o n M o b i l C o r p . A D ividend J T2 1 8 . - G e n e r a l E l e c t r i c C o . A D ividend J T2 1 9 . - G e n e r a l M i l ls , I n c . l A D ividend J T Bu y 11/10/10 J2 2 0 . - G o l d m a n S a c h s G r o u p I n c . A D ividend J T2 2 1 . - G u e s s , I n c . A D ividend J T Bu y 11/10/10 J

G a i n : Identity ofCode I buye r/ se l le r(A-H) ( i f p r i v a t e

transaction)

1 , i n c o m e Ga i n C S d ~ s :( S e e C o l u m n s B I a n d I M )

2 . Value Codes( S e e C o l u m n s C I a n d D 3 )


A =$1,000 or less B = $ 1,001 : $ 2 ,500 C &$ 2,501 - $5 ,000 D =$5,001 - $15,000F =$50,001 - $100,000 G = $1~ 0,~ 01 - $i,0 00 ,0 00 H t ~ $i,0 0~ ,6 0~ , ~ $ 5,0 00 ,0 00 H2 --MOre than $5~000,000J =$15,000 or less K =$15,001 ~ $50;000 L = $ 5 0 0 0 1 - $ 1 0 0 ~ 0 0 0 M ~$100,00~ - $250,000N =$250,001 $ 500,000 O = $5 00 ,0 01 - $1 ,0 00 ,0 00 P I = $1 ,0 00,0 01 .- $5~ 00 0;0 00 P2 =$5,000,001 ~ $25,000,000P3 =$25,000,001 - $50,000,000 P4 =Mor e th an $50 000,000Q = Ap p r a i sa l R --Cost (Real Estate Only) S =As s es s mdm T =Cas h Mar k etU =B ook Value V = O t h e r W =Es t imated

E =$15,001 - $50,000


17/27


N a m e o f P e rs o n R e p o r t i n gWRIGHT, SUSAN W.


V I I . I N V E S T M E N T S a n d T R U S T S - i n c o , ~ e , v a t n e , transactions (Includes those of spouse and depen dent children ; see pp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

(Q-W)

222. - Healthcare REIT Inc. A Dividend J T Buy 08/3 I/l 0 J

2 2 3 . - Hewlet t -Packard Co . A Dividend J T224. - Home Depo t , Inc . A Dividend J T225. - Intel Corp. A D i v i d e n d J T226. - Inteml. Bus Machines Corp. A Dividend J T

2 2 7 . - IShare Tr. S&P Small C a p 600 Index Fd. A Dividend J T228 . - IShares 1BOXX Inv. Grade C orp Bond A Dividend J T

Fund229. - IShares JP Morga n E t Em e rg i ng Markets A Dividend J T

Bond Fd.230. - IShares MSCI EAFE Index Fund A Dividend J T23I. - IShares MSCI M a l a y s ia Index Fd. A Dividend J T Bu y 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 1 0 / l 8 /1 0 J

234. - Johnson & Johnson A Dividend J T235. IShares TR-Russell 112000 Index Fd. A Dividend J T Bu y 10/18/10 J236. - JP Morgan Chase & Co. A Dividend J T

2 3 7 . - K r a f t F o o d s I n c . C L . A A D i v i d e n d J T Bu y 09/01/10 J2 3 8 . - M c D o n a l d s C o r p . A D i v i d e n d J T

A. B. C. D.Description of Assets Income dur ing Gross va lue a t end Transactions during reporting period( inc luding t rus t asse ts ) repo rting period of reporting perio d

(1) (2 ) (!) (2) (l ) (2) (3) (4) (5 )Gain Identity ofPlace "(X)" after each asset A m o u n t Type (e.g., Va l ue V a l u e Type (e.g., D a t e Valueexempt f rom pr ior d isc losure C o d e I div. , reni, Code 2 Method buy, se l l , m m / d d / y y C o d e 2 C o d e 1 buyer/ se l le r(A-H) o r i n t . ) ( J - P ) C od e 3 redem p tio n) (d-P) (A-H) ( i f p r i v a t et r a n s a c t i o n )

1, I ncome Gain Codcs :(S e e C o lumn s BI a n d I )4)

2 . Value Codes(S e e C o lumn s C I a n d D 3 )


A =$ 1,000 or less B $1i001 : $2 ,500F = $50,001 - $100,000 G = $ 100,001 - $1,000,000J =$15,000 or less K =St 5,001 -$50,000N =$250,001 - $500,000 O =$500~001 -$ I , O 0 0 , O 0 0P3 =$25,000,001 - $50,000,000Q = Ap p r a i sa l R =Cos t ( R eal Es t a t e Only )U = B o o k V a l u e V = O t h e r

C ~$2 ,501 - $5 ,000H 1 = $1,000,00 t - $5;000,000L =$50,001 - $ 100,000P I = $1 ,000,001 - $5 ,000,000P4 =More than $50,000,000S ~As s as s mentW =Es t imated

D =$5,001 - $15,000H2 =More than $5,000,000M =$ 100,001 - $250,000P2 =$5,000~001 - $25,000,000T = C a s h M a r k e t

E =$15,001 - $50,000


18/27

FINANCIAL DISCLOSURE REPORTP ag e 1 8 o f 2 7


D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - in c o m e , value~ transactions (Includes those of sp ...... d dependen t children; see pp. 34-60 of filing instructions.)--] N O N E income, assets, or transactions.)eportable

A. B. C.Description of Assets Inco m e d uring G ross va lue a t e n d( inc luding t rus t asse ts ) reporting period of reporting period

Place "(X)" af ter each asse t

2 3 9 . - M e r c k & C o . I n c . N e w240. - Micro so f t Co rp .2 4 1 . - M o r g a n S t a n l e y T e c h E T242 . - Ph i l ip M o rr i s In t l . In c .2 4 3 . - P o w e r s h a r e s E T P r e f e r r e d P o r t f o li o P G X244. - P owers ha res E M M ar . E T Soy D E P t . P Cy2 4 5 . S e c t o r S P D R T B T e c h n o l o g y S e l . S s e c t o r246. - S P D R B a r c la y s C a p H i Y i e l d B o n d E T FJn k2 4 7 . - S P D R B a r e l ay s C a p H i Y l d . I n t l. T re a s u r yB o n d E T F2 4 8 . - U n i t e d T e c h n o l o g i e s C o r p .2 4 9 . - V F C o r p .2 5 0 . - V a n g u a r d E m e r g i n g M a r k e t s E T R2 5 1 . - V a n g u a r d E n e r g y E T F2 5 2 . - V a n g u a r d E u r o p e P a c i f ic2 5 3 . - V a n g u a r d R e i t E T F

2 5 4 . - W a l - M a r t S t o r e s I n c .2 5 5 . - 3 M C o m p a n y

( 1 ) ( 2 ) ( 1 )A m o u n t T y p e ( e . g ., Valued i v . , r e n t , C o d e 2 M e th o do r i n t . ) ( J - P ) C o d e 3( Q - W )

A Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J TA Div id en d J T

A D ividend J TA Div id en d J T

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(2) ( 1 ) (2) (3) ~ (4) (5)V a l u e Type (e.g., Date V a l u e ~ G a i n Ident i ty of

buy, sel!, m m / d d / y y C o d e 2 C o d e 1 buyer/ se l le rredempt ion) (J-P) (A-H) (if privatetransaction)

B uy 09/08/10 J

Bu y 08/03/10 J

1~ lnc0m e Gaifi C0d ~ si A =$ 1;000 o r le ss B =$1,001 : $2,500( Se e C olu mn s B 1 a nd 1) 4) F =$ 50 ,0 01 - $ 10 0,0 00 G =$100,001 - $1,000;000

2 . Value Codes J =$15;000 or less K =$15;001 - $50,000( See Columns C 1 and D3) N =$250,001 - $500,000 O =$500,001 - $1,000,000

P3 =$25,000,001 - $50,000,0003. Value Meth od Codes Q = Ap p r a i sa l R =Cos t ( R eal Es t a t e Only )(S e e C o lun m C 2) U =B ook Value V = O t h e r

C=$2,501 - $5,000HI =$ t ,000,001 - $5,000,000L=$50,001 - $ 100,000PI $I;000,001-$5,000,000P4 =More than $50,000,000S =As s es s mentW =Es t imated

D = $ 5 ,0 0 1 - $ 1 5 ,0 0 0 E =$ 15,001- $50 ,000H2 =Mo r eth an $5) 000,000M=$100,001 - $250,000P2 =$5,000,001 :$25,000,000T = C a sh Ma rke t


19/27

FINANCIAL DISCLOSURE REPORTP a g e 1 9 o f 2 7

N a m e o f P e r s o n R e p o r t in g I D a t e o f R e p o r tW R I G H T , S U SA N W .

[05/15/2011

V I I . I N V E S T M E N T S and T R U S T S - income, v a l u e , t .... actions (Includes those of spouse and dependent children; see pp. 34-60 of fillng instructions.)N O N E (No reportable income, assets, or transactions.)

A.D e s c r i p t i o n o f A s s e t s Income dur ing( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d

( 2 )P l a c e " ( X ) " a f te r e a c h a s s e t Am oun t T yp e (e .g ,exempt from prior disc losure C o d e 1 c l i v . , r e n t .( A - H ) o r i n t . )

G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t in g p e r i o d

Va l ue V a l u e Type (e,g. , D a t e Value Gain Identity ofCo de 2 Method buy, se l l ; : m m /d d/y y C od e 2 Code 1 buyer/ se l le r

( J - P ) Code 3 redempt ion) (J-P ) (A:FI) (if private(Q-W) transaction)

256. WA Brok.Acct.6~2 5 7 . - W e l l s F a rg o B a n k C o . M o n e y M k t . A c c t.

B

AInterest N TInterest J T

258. - A R S t . U n i v R e v R e f & C o n s t r u - S t u d e n tFee M un. Bond2 5 9. - A R S t . D ev F i n A u th R e v E p i sc o p alCo l leg ia te S ch Pro j B / E260. B lackro ck Mun iy ld . In v . F d .

AAB

Int . /Div. J TInt . /Div. J TInt . /Div. J T Bu y 04/15/10

2 6 1 . - C o n w a y W a s t e W a t e r R e v . I m p r . B / Q B / E A Int . /Div. K T262 . - A R S t , Y b u v R e v S t u d e n t F e e B e e b e A Int . /Div. K TC a m p u s B / E A m b a c263. - L i tt l e Riv Cnty A R R ev RFD G A m t G a- Int . /Div. K TP ac . Corp P ro j264 . - U n i v A R U n i v R e v s V a r i o u s F a c - A Int . /Div. J TFaye t t ev i l l e Se r A B/E O IL2 6 5 . - U n i v . C e n t ra l A R R e v . R f d g . A D ividend J T Bu y 10/06/102 6 6 . - N u v e e n S e l . T a x F r e e I n c o m e P o r t 2 S B I B In t .h ) iv . K T2 6 7 . o N u v e e n M u n i V a l u e F u n d I n c . B Int . /Div. L T2 6 8 . - N u v e e n I n s . T a x F r e e A d v . M u n i F d N E A A Int . /Div. J T269. WA Brok. Acct.8~ A Interest J T2 7 0 . T I A A - C R E F ( R E W ) A Int . /Div. L T271. WF Brok. Acct. 9 IRA~ D Int . /Div. N T2 7 2 . - A n d a r k o P e t r o l . C o . S o ld 01/27/10 J A

i I n c o me G a in C o d c s i A =$1,000 or less B =$1,001 - $2,500(See Columns B 1 and 194) F =$50,001 - $100,000 G =$100,001 - $1,000,000

2 . Va lue Co d es J = $15,000 or less K -$ 15,001 - $50,000( S e e C o l u m n s C I a n d D 3 ) N =$250,001 - $500,000 O =$500,001 - $1,000,000

P3 =$25,000,001 - $50,000,0003. Value Meth od Codes Q = Ap p r a i sa l R =Cos t ( R eal Es t a t e Only )(S ee C o lum n C 2) U = B oo k V alue V = O t h e r

C =$2~501 - $5,000 D =$5,001 - $15,000H i =$1,000;001 -- $5;000;000 . . . . H2 =M0re than $5;000,000L =$ 50,001 - $ 100;000 M = $ i0 0;001 :$ 250,000PI =$1,000,001 - $5,000,~4)0 p2~$5i~300,00i - $25,000,000P4 =More than $50,000;000S =As s es s ment T = C a s h M a r k e {W =Es t imated

E =$15,001- $50 ,000


20/27



D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)~ NONE(No reportable incom e, assets, or transactions.)D e s c r i p t i o n o f A s s e t s

( i n c l u d i n g t r u s t a s s e t s )


2 7 3 . - A d v a n c e d M i c r o D e v i c e s2 7 4 . - A m e r i c a n E x p r e s s2 7 5 . - A n h e u s e r B u s c h2 7 6 . - A O L I n c .2 7 7 . - A T & T I n c .2 7 8 . - B a n k o f A m e r i c a C o r p ,2 7 9 . - B r o c a d e C o m m u n i c a t io n s S y s t e m s2 8 0 . - C a b o t O i l & G a s2 8 1 . - C a r e f u s i o n2 8 2 . - C h e v r o n C o r p .2 8 3 . - C i g n a C o r p .2 8 4 . - C I T G r o u p , I n c .2 8 5 . - C M S E n e r g y G r o u p2 8 6 . - C o m e r i c a I n c .2 8 7 . - C o m i n g I n c .2 8 8 . - C V S C a r e m a r k C o r p .

A m o u n t T y p e ( e . g .,Code 1 div., rent,Va l ue V alue Ty pe (e .g . Date :Value Gain Identity ofCode 2 Method buy, se l l , m m / d d / yy C o d e 2 ~ C o d e 1 buyer/ se l le r(J-P) (A-H) : ( i f p r i ~ a t e

t r a n s a c t i o n )(A-H) o r i n t . ) (J-P ) Code 3 redempt ion)

(Q-W)

Bu y 03/10/10 JBu y I0/10/ I0 JBu y 11/17/10 JS o ld 01/04/10 J A

S o ld 10/21/10 J ABu y 12/09/10 JS o ld 08/13/10 J BBu y 03/10/10 J

S o ld 01/27/10 J AS o l d 03/02/10 J ABu y 0 3 /0 2/1 0 JBu y 02/02/10 J

S o ld 02/11/10 J AS o ld 01/11/10 J A

2 8 9 . - D e v o n E n e r g y C o r p

1,In c Om e Ga i n C o d es :( S e e C o l u m n s B I a n d D 4 )

2.V a lue C ~ie s( S e e C o l u m n s C I a n d D 3 )


A =$ 1,000 or lessF =$50,001 - $100,000J - $15 ,000 or l es sN =$250,001 - $500,000P3 =$25,000,001 - $50,000,000Q = Ap p r a i salU =B ook Value

B = $ 1,001- $2 ;500 C = $2,501 - $5 ,000G = $ i 0 0 ~ 0 0 1 - $ ! , 0 0 0 , 0 0 0 H 1 =$1,000,001 - $5;000i000K :$15,001 - $50,000 L =$50,001 - $100,000O = $5 00 ,0 01 - $ 1,0 00 ,0 00 P 1 = $1 ,0 00 ,0 01 - $ 5,0 00 ,0 00

P4 =More than $50,000,000R =Cos t ( R eal Es t a t e Only ) S =As s es s mentV = O t h e r W =Es t imated

D =$5,001 - $15 ,000H2 =More than $5,000~000M =$100,001 - $250,000P2 =$5;D00,001 - $ 25,000,000T = C a s h M a r k e t

E =$15,001 o $50,000


21/27




VII. INVESTM ENTS an d T R U S T S - ~ ....e , value, transactions (Includes those of spouse and aepende.t children; see pp. 34-60 oJfiling instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s( i n c l u d i n g t r u s t a s s e t s ) r e po rt i n g p e r i o d o f r e po rt i n g p er i o d

(i ) (2 ) (1) (2) 1 1 ) (2) (3)P l a c e " ( X ) " a f te r e a c h a s s e t A mount T y p e { e . g . , V a l u e Value T y p e [ e . g . , D a t e Valuee x e m p t f ro m p r i o r d is c l o s u r e Code 1 d i v . , r e n t , C o d e 2 M et h o d b u y , s e l l , m m / d d /y y C o d e 2( A ~ H ) o r i n t . ) ( J - P ) C o d e 3 redemption)(Q-W)

B. C . D.Income dur ing Gross va lue a t end Transac t ions d ur ing repor t ing per iod

Gain Identity ofCode:~ ............. buye r/ se l le r( A- H) .... (if private

transaction)

2 9 0 . - D i r e c t v2 9 1 . - D i s n e y W a l t C o m p a n h y2 9 2 . - D P L I n c . S o l d 0 6 /25 /1 0 J A2 9 3 . - D u P o n t E . I. D e N e m o u r s & C o . Bu y 11/09/10 J2 9 4 . - E 1 P a s o C o r p .2 9 5 . - E M C C o r p M a s s2 9 6 . - E n e r g i z e r H o l d i n g s Bu y 01/11/10 J2 9 7 . - E x e l o n C o r p . S o l d 0 1 /27 /1 0 J A2 9 8 . - E x c e l E n e r g y Bu y 08/13/10 J

2 9 9 . - E x x o n M o b i l C o r p . S o ld 0 7 /1 2/1 0 J B3 0 0 . - F o r e s t O i l C o r p . Bu y 0 7 /1 2/1 0 J3 0 1 . - G e n e r a l E l e c t r i c C o .3 0 2 . - G o l d m a n S a c h s G r o u p I n c . S o ld 0 4/20 /1 0 J A3 0 3 . - G o o d y e a r T ire & R u b b e r S o ld 08/13/10 J B3 0 4 . - H e a l t h C a r e R E I T Buy 12/06/10 J3 0 5 . - H e i n z H J C o .3 0 6 . - H e w l e t t P a c k a r d C o . S o l d 0 1 /28 /1 0 J A

1. I ncome Gain Codes : A =$1 ;000 or les~( See Columns B 1 and D4) F =$50,001 - $100,000

2 . Value Codes J =$15,000 or less( See Columns C I and D3) N =$250;001 - $500,000


B =$1,001 - $2~500 C = $ 2,501 - $5 ,000 D = $ 5,001. $ 15 ,000 E =$15,001 - $50,000G =$100,001 - $1 ,000,000 HI =$L000,00i ~ $5 i000i000 H2 =More than $5 000 000 .... ..........K = $ 15,001 - $ 50,000 L = $ 50,001 - $ 100,000 M --$100,001 - $250,0000=$500,001 - $],000,000 Pl =$] ,000;001 -$5;000,000 P2 =$5,000i00] - $~51000 000

P4 =Mor( than $501000,000R =Cos t ( R eal Es t a t e Only ) S =As s es s ment T - - C a s h M a r k ~ iV = O t h e r W =Es t imated


22/27


N a m e o f P e r s o n R e p o r ti n gW R I G H T , S U SA N W .

Date o f Report05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, v, lne, transactions (Includes those of spouse and dependent ch ildren; see pp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s( i n c l u d i n g t r u s t a s s e t s )Place "(X)" af ter each asse t

exempt from prior disclosure

3 0 7 . - H o m e D e p o t I n c .308 . - Ho n eyw el l In t l . In c .3 0 9 . - J a c k i n t h e B o x I n c .3 1 0 . - J o h n s o n & J o h n s o n3 1 1 . - J P M o r g a n C h a s e & C o .3 1 2 . - K n i g h t C a p i t a l G r o u p I n c .3 1 3 . - K r a f t F o o d s

Income during G r o s s v a l u e a t e n dr e p o r t in g p e r i o d o f r e p o r t i n g p e r i o d

(I ) (2) (1) (2 ) (I ) (2) (3) " (4)Amoun t : T ype ( e . g ., V a lue V alue . T y p e ( e . g ., Date ValueCode I d iv , , r en t . C o d e 2 M e t h o d buy, sell , m m / d d /y y C o d e 2(A-H) or inti) ( J - P ~ C o d e 3 tedemptinn) O - P )(Q-W)

S o ld 02/03/10

Buy 09/01/103 1 4. - L ibe r ty M ed ia In t e rac t ive A3 1 5 . - L ibe r ty M edia Corp . S t a rz .com Ser i e s A

3 1 6 . - L o r i l la r d I n c .3 1 7 . - M a r s h & M c L e n n a n C o s . , I n c .3 1 8 . - M e r c k & C o I n c .3 1 9 . - M e t l i f e I n c .3 20 . - M ic ros of t Corp .3 2 1 . - M o r g a n S t a n l e y & C o .3 2 2 . - N a t i o n a l F u e l G a s C o .3 2 3 . - N a t l S e m i c o n d u c t o r C o r p .

Sold 07/18/10

Bu y 06/25/10S o l d 08/13/10S o ld 0 1/2 7/1 0Sold 09/02/10

JJ

J

J

(5 )G a i n I d e n t i ty o fC o d e ~ buyer/seller( A - H ) ( i f p r i v a t et r a n s a c t i o n )

A

1: ln co m e G a in C 0d es: A = $ 1,000 o r less( See Columns B I and 1) 4 ) F =$50,001 - $100,000

2 . Value Codes J =$15,000 or less( See Columns C I and D3) N =$250,001 - $500,000


= $1~ 001 : $ 2;500 C = $2~ 501 - $ 5,000 D =$5,001 - $15,000= $ 1 0 0 1 0 0 1 = $ i i 0 0 0 ; 0 0 0 . . .. . I l l - - $ i ;0001~012 $5;000;000 H2 ~M~re than $5,000~000= s 1 5 , 0 0 1 - $ 5 0 ; 0 0 0 ~ ~ $ 5 0 ; 0 0 1 : $ 0 0 , 0 0 0 . . . .. . M = $ ~ 0 0 , 0 0 1 - $ 2 5 0 ,0 0 0=$500;001 = $t ,000;000 P I = $ 1, 00 0, 00 1 g $5 ;0 00 ;0 00 P 2 = $ 5, 00 0, 00 1 - $ 2 5, 00 0, 00 0

P4 =More than $50,000,000=Cost (Real Estate On!y) S ~ A ssess r n ent T = C a s h M a r k e t= O th er W --E st im a ted

E =$15,001 - $50,000


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N a m e o f P e r so n R e p o r t i n gWRIGHT, SUSAN W.


V I I . I N V E S T M E N T S a n d T R U S T S - income, value~ transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E ( N o reportable income, assets, or transactions.)

A. B. C.D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d( in c lud in g t~us t a s se t s ) r e p o r t i n g p e r i o d : o f r e p o r t i n g p e r i o d

(l ~ ~2 ) (1) (2) (I) (2) (3)Place "(X)" after each asset A m o u n t Type (e.g., V a l u e Value Type (e.g., D a t e V a l u eexempt from prior disclosure C o d e 1 div;i: rent~ C o d e 2 M e t h o d b u y , s e l l , m m /d d /y y C o d e 2

(A-H) or int.~ (J-p) C o d e 3 r e d e m p t i o n ) (J-P)( Q ~ W )

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

324. - National Oilwell - Var co

( 4 ) ( 5 )Gain Identity of

Code 1 buyer/ se l le r(A-H) (if private


B u y 11/09/10 J

3 2 5 . - N e w f i e l d E x p l o r a t i o n C o . Bu y 01/27/10 J

3 2 6 . - N o b l e E n e r g y I n c . Sold 0 1 /28 /1 0 J C3 2 7 . - N o k i a C o r p . Sold 04/27/10 J A3 2 8 . - P e a b o d y E n e r g y C o r p . S o l d 0 1 /27 /1 0 J A3 2 9 . - P f i z e r I n c .3 3 0 . - P r o c t e r & G a m b l e C o .3 3 1 . - P r o g r e s s i v e C o r p . O H Bu y 07/08/10 J3 3 2 . - R a y t h e o n C o m p a n y3 3 3 . - R e p u b l i c S v c e s . I n c . Bu y 0 9 /0 2/1 0 J3 34 . - R io T in to P L C S o ld 0 2/28 /1 0 J A3 3 5 . - S im o n P r o p e r t y G r o u p S o ld 0 8 /2 3/1 0 J B3 3 6 . - S ir i u s X M R a d i o I n c . Bu y 09/02/10 J3 3 7 . - S P X C o r p . S o ld 0 9 /0 2/1 0 J A338 . - S un Trus t Ban ks In c . Bu y 09/02/10 J3 3 9 . - S y m a n t e c C o r p . Sold 04/27/10 J A3 4 0 . - T e c o E n e r g y I n c . Bu y 04/27/10 J

1, l ncome Gain 0des : A =$ii000 0r iesS B =$1,001 - $2,500(S~e Columns BI a~d D4) ........: : $~0;~ ] : ~1001~6~ G --$100,001 - $1,000,000

2 . Value Codes J = $15,000 or less K = $15,001 -$ 50,000( See Colunms C I and D3) N =$250,001 - $500;000 O =$500,00i - $1,000,000

P3 =$25,000,001 - $50,000,0003. Value Meth od Codes Q =Appraisal R =Cos t ( R eal Es t a t e Only )( S e e C o l u m n C 2 ) U =B ook Value V = O t h e r

C =$2,501 - $5,000H1 =$ii000i001 - $5;000,1)00L -$50,001 - $100,000P 1 =$ I ~ 000,001 - $5 ,000,000P4 =More than $50,000,000S =As s es s mentW =Es t imated

D =$5,001 - $15,000H2 = M o r e t han $ 5 , 0 0 0 , 0 0 0M =$100,001 - $250,000P2 =$5,000,001 - $25,000,000T = C a s h M a r k e t

E ~$15,001 - $50,000


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N a m e o f P e r s o n R e p o r t i n gWRIGHT, SUSAN W.

D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o ., e , vulue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E ( N o reportable income, assets, or transactions.)

D e s c r i p t i o f i o f A s s e t s( i nc l ud i ng : t rus t asse t s )


B . C. D.Income dur ing Gross value a t end Fransact ons during reporting period

reporting period of reporting period(1) (2) (i) (2) (1 ) (2) (3) (4) (5 )

A m o u n t Type (e.g., V alue V alue Type(e .g . , D a t e Va l ue Gain Identity ofCode 1 d iv., ren t, C ode ~ M e t h od buy, se l l , mrrddd/yy C o d e 2 C od e t b uy e r/s el ler(A-H) o r i n t . ) ( J - P ) Code 3 redem ption) (J-P ) (A-H) (if private(Q-W) t r a n s a c t i o n )

3 4 1 . - T e l e f o n i c a S A C o m p a n y Bu y [ 1 1 / 1 8 / 1 0 J342. - Thermo Fisher Scientific Inc. Sold 08/26/10 J B3 4 3 . - T i m e W a r n e r I n c .3 4 4 . - T r a v e l e r s C o s . B u y 09/20/10 J345. - United Continen tal Lldgs. Co.346. - Uni tedHea l th Group Inc.3 4 7 . - U R S C o r p N e w Sold 09/17/10 J A348 . - US Bancor p New3 4 9 . o V e r i z o n C o m m u n i c a ti o n s C o .

350 . - Wel l s Fargo Co .3 5 1 . - X L C a p i t a l L t d . S o l d 11/01/10 J B3 5 2 . - X c e l E n e r g y C o . , I n c .353. WF IRA ~ Roth IRA)3 5 4 . - A T & T I n c .

A Interest

Bu y 09/27/10

3 5 5 . - E n t e r g y C o r p N e w356. M e t r o p o l i ta n N a t i o n a l B a n k - L i t t le Roc~3 5 7 . L a y f a y e tt e C o ., A R ( r o y a lt y & f r a ct io n a lmine ra l i n t e re s t s)

A I n t e r e s t J T

E Roya l ty M W

Bu y 10/27/10

( S e e C o l t m m s B I a n d 1 M ) F =$50,001- $100;000 G =$i00;001- $1 ,000,0002 . Value Codes J =$t5i000 or less K =$15,001 - $50,000

( S e e C o l u m n s C I a n d D 3 ) N =$250,001 - $500,000 O =$500,001 - $1,000,000P3 =$25,000,001 - $50,000,000

3. Value Meth od Codes Q = Ap p r a i sa l R =Cos t ( R eal Es t a t e Only )( S e e C o l u m n C 2 ) U =B ook Value V = O t h e r

C =$2,501 - $5,000 D =$ 5,001 - $15,000H 1 =$1,000,001 - $5,000,000 I-/2 =More than $5;000;000L =$50,001 - $100,000 M =$100,001 - $250~000P I ~$ 1,000,001 - $5,000,000 P2 =$5,000,001 - $25,~00,000P4 =More than $50,000,000S =As s es s ment T =Cas h Mar k etW =Es t imated

E =$15,001- $50,000


25/27

FINANCIAL DISCLOSURE REPORTP a g e 2 5 o f 27

N a m e o f P e r so n R e p o r t i n gWRIGHT, SUSAN W.

D a t e o f R e p o r t05/15/2011

V I I . I N V E S T M E N T S a n d T R U S T S - income, value , transactions (Includes those of spou .... d dependent children; see pp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s( i nc l ud i ng t rus t asse t s )


I n c o m e d u r i n gr e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

(1 ) (2 ) (1) (2) (1) (2) (3) (4) (5 )A m o u n t "i-3pe (e.g. , V a lu e V a lu e Type(e,g.;: D a t e Value Gain Iden t i . t y o fC o d e 1 div. . r e nt , C o d e 2 M e t h o d b u y ; ~ e l l , m m / d d d y y Code 2 Code 1 bu3 ,e r / se l le r( A - H ) or i n t . ) ( J - P ) Code 3 redemption) (J-P) (A-H) ( i f pr iva t e

( Q - W ) t r a n s a c t i o n )

358. M il l e r Co. , A R ( roya l ty & f rac t iona l m ine ra l A Roya l ty J Winterest )359. W ebs te r P a r i s h , L A ( roya l ty & f rac t iona lmine ra l i n t e re s t) C Roya l ty K W360. Caddo P a r i s h , L A ( roya l ty & f rac t iona lmine ra l i n t e re s t) Roya l ty J W3 6 1 . C o l u m b i a C o . A R ( m i n e r a l i n t e r e s t) A Roya l ty J W3 6 2 . H e m p s t e a d C o . , A R ( m i n e r a l i n t e re s t ) A Roya l ty J W363 . M i l ler Co . , AR ( land) N o n e J W364. Lafayette cO., AR (land) N o n e J W

1 . In c o m e Ga i n C o d es : A ~$I ,000 or less B =$1,001 - $2,500(see c01Un m S B 1 an d IM ) F = $ 50,001 - $ 100,000 G = $ 100,001 - $ 1,000,000

2 . Value Codes J =$15,000 or less K =$15,001 - $50,000( See Columns C t and D3) N =$ 250,001 - $ 500,000 O =$500,001 - $ 1,000,000

P3 =$25,000,001 - $ 50,000,0003 . Va l u e Met ho d C o d es Q = A p p r a i sa l R = C o s t ( Rea l E s t a t e On l y)( S e e C o l u m n C 2 ) U =B ook Value V =Oth er

C =$2,501 - $5,000 D =$5,001 - $15,000~ i ~ , i , 0 o 0 , o 0 1 : ~ o o 0 ; 0 o o : ~ ~M~r~ ,ban $~,0oo,o0oL =$50;00! ~ $ 00i000 M = $ 1 0 0 , 0 0 1 - $ 2 5 0 , 0 0 0PI --$1~000,001 L $5;000,000 P2 =$5;000~001 - $25;000,000P4 =More than $50,000i000S --ASsessment ..... T =Cas h Mar k etW = E st i m a t ed

E =$15,001 - $50,000


26/27


N a m e o f P e r s o n R e p o r ti n gW R I G H T , S U S A N W .

D a t e o f R e p o r t05/15/2011

VI II . ADDI T I ONAL I NF OR M A T I ON OR E X P L ANA T I ONS . (lndicatepar, of report.)

No te A . Ln . 5 : This t ru s t i s a d up l ica t io n o f ln . 207 . I in ad ver ten t ly d up l ica ted th i s t ru s t in my 2009 re p o r t . I have m erg ed the s to cks l i s t ed un d er In . 5 w i th tho ses t i l l he ld un d er In . 207 . Al l o f the s to ck o r ig in a l ly l i s t ed un d er In . 5 ha s been re in ves ted . L in es 6 -71 are in c lud e d in th i s t ru s t . I have merg ed the s to ck s t i l l he ldw i th the d up l ica te en t r i es . Tho se s to cks n o t s t i ll he ld a re ma rked w i th a p aren the t ica l Y an d w i l l be e l im in a ted f ro m m y 2011 rep o r t .Note B. Ln. 72. This account was closed several years ago and has been erroneously reported for those years. ~No te C . Lin es 164-167. These fun d s w ere t ran s fer re rd an d in co rp o ra ted in to acco un ts a t Wacho v ia S ecu r i t i es (n o w Wel l s F arg o ) o n 12 / 04 / 2008 an d have beene r roneous ly repor t ed s ince tha t da t e .


27/27

FINANCIAL DISCLOSURE R EPORTPage 27 of 27

Name of P e r son R epor t ingW R I G H T , S U S A N W .

D a te o f R e por t05/15/2011

IX. CERTIFICATION.I c e r t if y t h a t a l l i n f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , i f a n y ) i s

a c c u r a t e , tr u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d b e c a u s e i t m e t a p p l i c a b l e s ta t u t o r yp r o v i s i o n s p e r m i t ti n g n o n - d i s c l o s u r e .I f u r th e r c e r t if y t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f ts w h i c h h a v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S . C . a p p . 5 0 1 e t . s e q . , 5 U . S o C . 7 3 5 3 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t i o n s .

Signature: S/SUSAN W. W R I G H T

N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F IE S O R F A I L S T O F IL E T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S . C . a p p . 10 4 )

Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Columbus Circle, N.E.Washington, D.C. 20544

susan webber wright financial disclosure report for 2010

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