# Richard R. Clifton > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/21138 ## Record - **Judge:** Richard R. Clifton - **Year:** 2007 - **Pages:** 14 ## Text First Hawaiian Bank savings — Interest First Hawaiian Bank checking — Interest Hawai Central Credit Union — Interest Univ of Hawaii FCU — Interest Goodyear common — None Hawaiian Electric Industries common — Int/Div Brokerage acct #1 (MS) Echostar Communications common — None IBM common — Int/Div Real Networks common — None NATIXIS Cash Mgtmt Trust — Int/Div Fidelity Magellan Fund (IRA) — Int/Div Oppenheimer 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 Hawaii state bonds — None IRA acct #3 (T) Intel common — Int/Div Microsoft common — Int/Div Jundt Growth Fund Class — Sold Templeton Growth Fund class A — Int/Div Charles Schwab Money Market Fund — Int/Div CREF Stock Fund — None CREF Global Equities — None Brokerage acct #4 (D) Charles Schwab Money Market Fund — Int/Div JP Morgan Group Equity Index Fund A — None Brokerage acct #5 (K) Charles Schwab Money Market Fund — Int/Div JP Morgan Group Equity Index Fund A — Int/Div Brokerage acct #6 (T-1) Berkshire Hathaway Cl A — None Charles Schwab Money Mkt Fund — Int/Div Agence 21, Inc. common — None MAAS Intek, Inc. common — None RepNet, Inc — None HR-10 and 401K accounts (former law firm) — None American Funds AMCAP Fund Oppenheimer Main Street Small Cap Fund American Funds Investment Co of America (HR-10) American Funds Wash Mutual Invs (HR-10) PIMCO Total Return - A (HR-10) INVESCO Stable Value Fund (HR-10) Northwestern Mutual whole life — None Northwestern Mutual extra ordinary life — None Midland National whole life — None JP Morgan Tax Free Mmkt Prem Sweep Russell Midcap Index Fund — part S&P 500 Index Fund Cullen High Divid Eq Fd CI 1 — part JPMorgan Emerging Mkts Equity Fd JPMorgan Highbridge Stat Mkt Neut Fd — part JPMorgan Intrepid America Fd — part JPMorgan Intrepid Growth Fd Select JPMorgan Intrepid Intl Fd Select JPMorgan Multi-cap Mkt Neutral Fd — Sold JPMorgan Small Cap Equity Fund — Sold JPMorgan US Real Estate Fund — Sold Mellon Boston Co Intl Core Equity — Sold T Rowe Price Intl Fds New Asia Fd JPMorgan Asia Equity Fd — Buy JPMorgan Tax Free Mmkt Prem Sweep — Buy Harbor Fds Intl Fd — Buy Ishares Tr US Treas Intl Prot Fd — Buy 1Ishares Tr Russell 1000 Growth Index — Buy JPMorgan Short Duration Bond Fd — Buy Campbell Berwyn LP Pinecrest LP JP Morgan Tax Free Mmkt Prem Sweep S&P Smallcap 600 Index Fund T Rowe Price Intl Fds New Asia Fd Mellon Boston Co Intl Core Equity — Sold Cullen High Divid Eq Fd CI 1 JPMorgan Intrepid Growth Fd Select Russell Midcap Index Fd S&P 500 Index Fd JPMorgan US Real Estate Fund — part MSCI Japan Index Fd — Sold JPMorgan High Yield Bond Fund JPMorgan Highbridge Stat Mkt Neut Fd — part JPMorgan Short Term Bond Fund — Sold JPMorgan Intrepid America Fund — part JPMorgan Intrepid Intl Fd Select JPMorgan Multi-cap Market Neutral Fd — part JPMorgan Asia Equity Fd — Buy Harbor Fds Intl Fd — Buy Ishares Tr US Treas Infl Prot Fd — Buy JPMorgan Short Duration Bond Fd — Buy Cullen High Divid Eq Fd Cl — Sold MSCI Japan Index Fd — Sold Russell Midcap Index Fd — Sold Russell 2000 Index Fd — Sold JPMorgan Disciplined Equity Fund — Sold JPMorgan Emerging Mkts Equity Fd — Sold JPMorgan Highbridge Stat Mkt Neut Fd — Sold JPMorgan Intrepid America Fund — Sold JPMorgan Intrepid Growth Fd Select — Sold JPMorgan Intrepid Intl Fd Select — Buy JPMorgan Intrepid Intl Fd Select — Sold JPMorgan Multi-cap Market Neutral Fd — Sold JPMorgan US Real Estate Fund — Sold Mellon Boston Co Intl Core Equity — Sold T Rowe Price Intl Fds New Asia Fd — Sold JPMorgan High Yield Bond Fund Select Class — Buy JPMorgan Short Term Bond Fund Select Class — Buy JPMorgan Short Term Bond Fund Select Class — Sold JPMorgan Tax Aware Discip Eq Inst] — Buy JPMorgan Tax Aware Discip Eq Inst] — Sold JPMorgan Intrepid Growth Fd Select — Buy JPMorgan Intrepid Growth Fd Select — Sold JPMorgan Large Cap Core Plus Select — Buy JPMorgan Large Cap Core Plus Select — Sold shares Tr Russell 1000 Growth Index — Sold Harbor Fds Intl Fd — Buy JPMorgan Asia Equity Fd — Buy JPMorgan Deposit Sweep Inst — Buy JPMorgan Tax Free Mmkt Prem Sweep — Buy Director, American Judicature Society, Hawaii Chapter Director, Hawaii Public Radio Director, Hawaii Women's Legal Foundation Director, Ninth Judicial Circuit Historical Society Agreement — 1.01/01/95 — Cades Schutte Fleming & Wright Partnership Resolutions (including retirement terms, no control) Spouse's income — 2007 — Self-employed, dietitian consultant 1. Positions aD passed away in 2006. Iam a co-trustee, together with SE and a bank (it actually manages the accounts) of four trust accounts, identified in Part VII as Trusts #1-4. As his estate plan was implemented and his estate wound up, in 2007 some amounts were distributed and transferred (notably from Trust #3 to Trust #4 and to another beneficiary), additional assets were added to some of the accounts, and payments out were made for expenses. I are contingent beneficiaries, but no amounts are currently owing to us and no payments were made to us during the year. VII. Investments and Trusts Part VII, line 13: Change of name from last year's report -- Ixis Cash Mgtmt Trust is now known as NATIXIS Cash Mgtmt Trust Part VII, lines 38 & 47: Change of name from last year's report -- Bank One Group Equity Index Fund A is now JP Morgan Group Equity Index Fund A Part VII, lines 66 & 93: JPMorgan Municipal Money Market Fund is now JPMorgan Tax Free Mmkt Prem Sweep Part VII, lines 100 & 101: The report for 2006 said "sell" for Russell Midcap Index Fd and for S&P 500 Index Fd, but should have said "sell part." Part remained in the account and is reported here. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21138. Public record. Not legal advice.