David H Bartick

2012Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 22

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Income from private practice, Law Offices of David H. Bartick, prior to appoitment to Bench 4/2/2012
  • Income from from court settlement with San Diego Gas & Electric

As filed

North Island Federal Credit Union (Savings Acct) — Interest

Amencan Century Investments (Ultra Mutual Fund) — Distribution

Goldman Sachs (AST Goldman Sachs Concentrated Growth Fund) — istnibution — with line 19)

Janus Funds (Global Select Fund D Shares) — Distribution

Janus Funds (Janus Contrarian Fund D Shares) — Distribution

Janus Funds (Janus Balanced Fund D Shires) — Distribution

Janus Funds (Janus Triton Fund D shares) — istrnibution — Sold

Cisco Systems, Inc. (CSCO, common stock) — Int/Div

Costco Wholesale Corp. (COST, common stock) — Int/Div

Motorola Solutions (MSI, common stock) — Int/Div

MRV Communications (MRVC, common stock) — Int/Div

Qualcomm, Inc. (QCOM. common stock) — Int/Div

Alcater Lucent (ALL, common stock) — Int/Div

E Trade Financial Corporation (ETFC common stock) — Int/Div

Motorola Mobility Holding (MMI, common stock) — Int/Div — Sold

PMC Sierra (PMCS. common stock) — Int/Div

Vertical Comp. Sys. Inc. (VCSY., common stock) — Int/Div

Yahoo Inc. (YHOO. common stock) — Int/Div

Wells Fargo (Stagecoach Xtra Credit Variable Annuity — istmbution

Janus Funds (Janus Enterprise Fund D shares) — Distribution — Sold

Janus Funds (High Yied! Fund D Shares) — Distribution — Buy

Janus Funds (Flexible Bond Fund D Shares) — Distribution — Buy

Income — 2012 — Income from private practice, Law Offices of David H. Bartick, prior to appoitment to Bench 4/2/2012 — $41,215.00

Income — 2012 — Income from from court settlement with San Diego Gas & Electric — $2,771.00

Part VIL, Investments and Trusts. Goldman Sachs (AST Goldman Sachs Concemtrated Growth Fund) was bought out by Wells Fargo and became the Wells Fargo

(Stagecoach Xtra Credit Variable Annuity). These two accounts should not have been listed separately in the 2012 Financial Disclosure Report. They are the

same funds.

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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David H Bartick | Frix