George H. Wu

2015Annual

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Pull out the substance of this filing.

What was filed

  • 15

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • XXXX Family Trust ("Trust #17)
  • Provident Funding
  • University Law School
  • CALPERS - California State Judge's Retirement System - retirement benefits

As filed

Bank of America accounts — Interest

Fidelity Rollover IRA (H): SDGAX — Int/Div

Fidelity Rollover IRAs (H): -<FPURX — Int/Div — Buy

Alhanzgi Focused Growth CL C (PGWCX) — Int/Div

Los Angeles County 401K - Savings 2015 Target Date Fund — None

Los Angeles County 401K - Savings Non. U.S. Equity Fund — None

Los Angeles County 401K - Savings Small Cap Equity Fund — None

Los Angeles County 401K - Savings Balanced Fund — None

Los Angeles County 401K - Savings Bond Fund — None

Los Angeles County 401K - Savings Stable Value Fund — None

Los Angeles County 457 Plan-Horizons Stable Income Fund — None

Los Angeles County 457 Plan-Horizons Balanced Fund — None

Los Angeles County 457 Plan-Horizons Large Cap Equity Fund — None

Los Angeles County 457 Plan-Horizons Non-US. Equity Fund — None

Personal and Real Property in Trust #1 — None

Co-Trustee, XXXX Family Trust ("Trust #17)

Liability — Provident Funding — Co-borrower for mortgage on real property in Trust #1

Reimbursement — University Law School — y THR hen yn a — 2015 Symposium on Intellectual Property — re A Tate hr i Lg A Se

Income — 2015 — CALPERS - California State Judge's Retirement System - retirement benefits — $94272.12

As for the accounts delineated m Part VII Nos. 5 through 14, they are all parts of two 401(k) plans into which | enrolled while a state court judge. All of theose

items consist of investment secounts where the manager selects various mutual funds into which the monies of the account are placed for a certain period of

time. When an employee elects to direct a portion of his or her earnings into said account, he or she receives a number of “shares” equal to the amount invested.

During any time frame, the prices of the shares may go up or down, When the employee exits the plan and/or otherwise sells the shares, there is “income™

recognized. However, during the periods when the employee leaves the shares in the account, there is no calculation of (or apparently a way to calculate) income

to the employee in that situation as the employee is not informed of the transactions engaged m by the fund manager. | contacted the staff for the Committee on

Financial Disclosure, explained the above scenario, und indicated that the best | could do would be to provide the difference in my share prices between the start

of the reporting year and its end. 1 was informed that that procedure would not be entirely accurate and the better response would be to indicate no reportable

income and provide an explanation in Part VII, Consequently, as to Part VII Nos. 5 through 14, I have entered "none" at the Part VII(B)(2) column and have left

the Part VIB) 1) column blank.

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.

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