# Richard M Neiter > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/16164 ## Record - **Judge:** Richard M Neiter - **Year:** 2012 - **Report type:** Annual - **Pages:** 9 ## Text IRA Z(H) — VII - Header Schwab Money Market — Int/Div TR Price Emg Bond (PREMX) — Int/Div — Sold (part) TR Price Emg Bond (PREMX) — Buy (add'l) TR Price Emg Bond (PREMX) — Sold (part) BlackRock Global Alloc (MALOX) — Int/Div — Sold (part) Lazard Emg Mkts Ints (LZEMX) — None — Sold Nuveen Tradwinds Global All C INWGRX) — None — Sold Osterweis Fund (OSTFX) — Int/Div — Sold (part) JPMorgan Research (JPMNX) — None — Buy (add'l) JPMorgan Research (JPMNX) — Buy (add'l) Merger Fund (MERFX) — Int/Div — Buy (add'l) Neuberger Berman Eq Inc (NBHAX) — Int/Div — Sold (part) PIMCO Uncons Bond (PFILX) — Int./y — Sold (part) PIMCO Uncons Bond (PFILX) — Sold (part) PIMCO All Asset All Aut (PAUIX) — Int/Div — Buy (add'l) PIMCO All Asset All Aut (PAUIX) — Sold (part) PIMCO Global Mult: {PGAIX) — Int/Div — Sold (part) Schwab Fund Lg Co (SFLNX) — Int/Div — Sold (part) Vanguard S/T Corp (VFSTX) — Int/Div — Buy (add'l) Vanguard S/T Corp (VFSTX) — Buy (add'l) Vanguard S/T Corp (VFSTX) — Sold (part) Wasatch Emg Mkt Sm (WAEMX) — None — Sold Vanguard Dividend Growth (VDIGX) — Int/Div — Buy Columbia Dividend Inc. Z (GSFTX) — Int/Div — Buy iShares Dow Jones Select Dividend (DVY) — Int/Div — Buy iShares Dow Jones Select Dividend (DVY) — Sold Federated Strat Value Div (SVAIX) — Int/Div — Buy Federated Strat Value Div (SVAIX) — Sold Vanguard Equity Income (VIVEX) — Int/Div — Buy IRA #2(H) — VII - Header Schwab One MM — Int/Div IRA 43 (SEP) (MH) — VII - Header Schwab One MM — None PIMCO All Asset Fund Institutional (PAAIX) — Int/Div — Sold (part) Trust #1 (H) — VII - Header Schwab Money Market — None USBank — Interest lmovative Micro Technology, Inc {common stock) (Y) — Part VII Private Bank of California {common stock) — None Rental Property - Los Angeles County, Ca — Rent Partial interest in homeowners ass'n — None Lois Neiter Fine Art lle — Distribution — Part VII Life Insurance trust #2 (H) — sce Part VII Principal Financial (life insurance — Int/Div — Redeemed — Part VIII AX Equitable (Universal life ins.) — Int/Div — Redeemed — Part VII IRA £5 (H)(Y) — see Part VIII Schwab One MM (checking) (Y) — Part VII S10. IRA SS (H) — VII - Header Schwab One MM (Checking) — Int/Div President, CorralWwest Homeowners Associatiom Co-trustee, Trust #1 Co-trustee, Life Insurance Trust #2 (Y) Agreement — 1997 — Employment agreement with ST&G for deferred compensation upon termmating my shareholder terest mn 2001 and retirement in 2006. See Part VIII Part 1, item 3 Life Insurance Trust #2 terminated when tow ins policiesit owned were cashed in 2/2012. Part 11, item 1, My employment agreement with ST&G entitles me, us a former shareholder to a sum that was fixed upon the termination of my shareholder status in 4/01, The amount paid, however, is adjusted annually and paid monthly, It is calculated as fraction, the numerator of which is the amount due to a senior shareholder, the denominator of which is the total amount due to all retired shircholders who are entitled to deferred compensation, times the fixed amount due to Pat VIL, item 39, the stock is not publicly traded and not presently capable of sale or of estimating its value, if any. Part VII, item 43, is the entity formed for spouse's business, Part VII, item 44, was terminated when the two life insurance policies it owned were redeemed for their cash surender values in 2/2012, Part VII, item 45 was redeemed for its cash surrender value on 2/07/2012. Part VII, item 46 was redeemed for its cash surrender value on 2/07/2012. Part VII, former item 47, is a jomt survivor life insurance policy in which my wife and | are the insureds but the policy is owned by an Irrevocable life insurance trust formed for the benefit of our children and grandchildren. This item will no longer be reported as it is not held by me for the production of income. Part VII, item 47, formerly listed on line 48 was listed in my 2011 FDR in error; it was a dulicate of IRA #2. Part VII, item 48, formerly listed on line 49 was listed in my 2011 FDR in error; it was a duplicate of he Schwab MMA owned by and listed under IRA Trust #2. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16164. Public record. Not legal advice.