Richard R. Clifton
2012Annual
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What was filed
84
investments
6
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- American Judicature Society, Hawaii Chapter
- Hawan Public Radio
- Hawaii Women's Legal Foundation
- Ninth Judicial Circuit Historical Society
- Federal Judges Association
- Trusts #1 - #4
- Self-employed, dietitian consultant
As filed
First Hawaiian Bank savings — Interest
First Hawaiian Bank checking — Interest
Hawai Central Credit Union — Interest
Umv of Hawan FCU — Interest
Goodyear common — None
Hawaiian Electric Industries common — Int/Div
Brokerage acct £1 (MS)
Echostar common — None
Dish Network C1 A common — Int/Div
IBM common — Int/Div
Real Networks common — None
Morgan Stanley Bank — Interest
Fidelity Growth & Income (IRA) — Int/Div
Fidelity Magellan Fund (IRA) — Int/Div
Oppenehiner Growth Fund A (IRA) — Int/Div
Brokerage acct #2 (T-CS)
Ballard Power Systems common — None
Ciena common — None
Intel common — Int/Div
Charles Schwab Money Market Fund — Int/Div
Bank of America common — None — Sold
Raytheon commen — None
IRA acct #3(T)
Intel common — Int/Div
Microsoft common — Int/Div
Templeton Growth Fund class A — Int/Div
Charles Schwab Money Market Fund — Int/Div
Petroleo Brasileiro ADRF — None
CREF Stock Fund — None
CREF Global Equities — None
JP Morgan Group Equity Index Fund A (for ™m — Int/Div
JP Morgan Group Equity Index Fund A (for K) — Int/Div
Brokerage acct #4 (T-1)
Berkshire Hathaway Class A — None
Charles Schwab Money Market Fund — Int/Div
HR-10 and 401K accts (former law firm) — None
American Funds AMCAP Fund
Oakmark Fund
RidgeWorth Small Cap Value Fund (HR-10)
American Funds Wash Mutual Invs (HR-10y
PIMCO Total Return - Class D (HR-10)
Prudential Retirement Guaranteed Income Fund
Northwest Mutual whole life — None
Northwest Mutual extra ordinary life — None
Midland National whole life — None
Trust #4: IRA)
JPMorgan Deposit Sweep Inst — Distnbuted
Trust #1 — Int
Eaton Vance Mut Fds Tr
JPMorgan Str Inc Opp Fd
JPMorgan High Yield Fd Select
JPMorgan Short Duration Bond Fd Select
JPMorgan Limited Term Bond Fd Select
Highbridge Dynamic Comm Strg Fd Select
Ishares MSCI EAFE Index Fund
Ishares S&P Midcap 400 Index Fund
SPDR S&P S00 ETF Trust
Vanguard Emerging Market ETF
Trust #2 — Int/Div
Eaton Vance Mut Fds Tr
JPMorgan Str Inc Opp Fd
JPMorgan High Yield Fd Select
JPMorgan Short Duration Bond Fd Select
JPMorgan Limited Term Bond Fd Select
Highbridge Dynamic Comm Strg Fd Select
Ishares MSC! EAFE Index Fund
Ishares S&P Midcap 400 Index Fund
Ishares Russell 1000 Value Index Fund
Ishares Russell 1000 Growth Index Fund
SPDR S&P S00 ETF Trust
Vanguard Emerging Market ETF
Trust #3 — Int/Div
Eaton Vance Mut Fds Tr
JPMorgan Str Inc Opp Fd
JPMorgan High Yield Fd Select
JPMorgan Short Duration Bond Fd Select
JPMorgan Limited Term Bond Fd Select
Highbridge Dynamic Comm Strg Fd Select
Ishares MSC! EAFE Index Fund
shares S&P Midcap 400 Index Fund
Ishares Russell 1000 Value Index Fund
Ishares Russell 1000 Growth Index Fund
SPDR S&P SOO ETF Trust
Vanguard Emerging Market ETF
Director, American Judicature Society, Hawaii Chapter
Director, Hawan Public Radio
Director, Hawaii Women's Legal Foundation
Director, Ninth Judicial Circuit Historical Society
Director, Federal Judges Association
Trustee or co-trustee, Trusts #1 - #4
Agreement — 0019 — Cades Schutte Flemmg & Wright Partnership Resolutions (including retirement terms, no control)
Spouse's income — 2012 — Self-employed, dietitian consultant
1. Positions & VII. Investments and Trusts
Trusts #4 in this report is the account identified in previous reports as Trust #3 |
IRA). It was left
and was
distributed out, so it will not be listed in future reports,
The accounts previously reported as Trusts #5-7 are listed m this report as Trusts #1-3, respectively.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.