# Richard R. Clifton > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/22179 ## Record - **Judge:** Richard R. Clifton - **Year:** 2008 - **Pages:** 14 ## Text First Hawanan Bank savings — Interest First Hawaiian Bank checking — Interest Hawaii Central Credit Union — Interest Univ of Hawan FCU — Interest Goodyear common — None Hawanan Electric Industries common — Int/Div Brokerage acct #1 (MS) Echostar common — None — from line 10) Dish Network Cl A common — None I1BM common — Int/Div Real Networks common — None Morgan Stanley Bank — Interest NATIXIS Cash Mgtmt Trust — Int/Div Fidelity Growth & Income (IRA) — Int/Div Fidelity Magellan Fund (IRA) — Int/Div Oppenchiner 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 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 (for D) — Int/Div Brokerage acct #5 (K) Charles Schwab Money Market Fund — Int/Div JP Morgan Group Equity Index Fund A (for K) — Int/Div Brokerage acct #6 (T-I) Berkshire Hathaway Class A — None Charles Schwab Money Market Fund — Int/Div Lake City Bank CD — None — Buy Agence 21, Inc. common — None MAAS Intek. Inc. common — None RepNet, Inc. common — None HR-10 and 401K accts (former law firm) — None American Funds AMCAP Fund Oppenheimer Main Street Small Cap Fund American Funds Investment Co of Amer ica (HR-10) American Funds Wash Mutual Invs (HR 10) PIMCO Total Return - A (HR-10) INVWSCO Stable Value Fund (HR-10) Northwestn Mutual whole hfe — None Northwestn Mutual extra ordinary life — None Midland National whole life — None Trust#1 (I) — None JP Morgan Tax Free Mmkt Prem Sweep Cullen High Divid Eq Fd CI 1 — Sold (part) Dodge & Cox Fds Intl Stk Fd — Buy FMI Large Cap Fd — Buy Ishares MSCI All Contry Asia Ex Jap Fd — Buy Ishares Tr Cohen & Steers Rlty Major — Buy Ishares Tr Russell Midcap Index Fund — Buy (add'l) Ishares Tr Russell 1000 Value Index — Buy Ishares Tr S&P S00 Index Fund — Sold (part) lvy Large Cap Growth Fd Cl 1 — Buy JPMorgan Asia Equity Fd JPMorgan Highbridge Stat Mkt Neut Fd — Sold (part) JPMorgan Intrepid America Fd — Sold (part) JPMorgan Intrepid Growth Fd Select — Sold JPMorgan Intrepid Intl Fd Select — Sold (part) JPMorgan Mkt Expansion Index Fd — Buy JPMorgan Multi-cap Mkt Neutral Fd — Buy JPMorgan Small Cap Equity Fund — Buy T Rowe Price Intl Fds New Asia Fd — Sold (part) Ishares Tr US Treas Indt Prot Fd — Buy (add'l) Ishares Tr Barclays Tips Bd Fd — Buy JPMorgan High Yield Bond Fund Select — Buy JPMorgan Short Duration Bond Fd — Sold (part) Harbor Fds Intl Fd — Sold Ishares Tr Russell 1000 Growth Index — Sold JPMorgan Emerging Mkts Equity Fd — Sold Campbell Berwyn LP — Redeemed Pinecrest LP — Redeemed Trust #2 — None JP Morgan Tax Free Mmkt Prem Sweep Dodge & Cox Fds Intl Stk Fd — Buy Eaton Vance Invt Tr Lg Cap Val Fd — Buy FMI Large Cap Fd — Buy Ishares MSCI All Cntry Asia Ex Jp Fd — Buy Ishares Russell Midcap index Fd — Buy (add'l) Ishares Tr S&P Smallcap 600 Index Fu nde Ishares Tr S&P 500 Index Fd Ivy Large Cap Growth Fd Cl 1 — Buy JPMorgan Asia Equity Fd — Sold (part) JPMorgan Highbridge Stat Mkt Neut Fd JPMorgan Intrepid America Fd — Sold (part) JPMorgan Intrepid Intl Fd Select — Sold (part) JPMorgan Multi-cap Market Neutral Fd JPMorgan US Large Cap Core Plus Sel — Buy JPMorgan US Real Estate Fund T Rowe Price Int Fds New Asia Fd — Sold (part) Cullen High Dividend Eq Fd C1 1 — Sold JP Morgan Emerging Mkts Equity Fd — Sold JP Morgan Intrepid Growth Fd Select — Sold Ishares Tr Barclay Tips Bd Fd — Buy JPMorgan High Yield Bond Fund Harbor Fds Intl Fd — Sold Ishares Tr US Treas Intl Prot Fd — Buy (add'l) JPMorgan Short Duration Bond Fd — Buy (add'l) JPMorgan Deposit Sweep Inst Aston Fds Tamro Small Cap Fd Cl — Buy FMI Large Cap Fd — Buy Harbor Fd Intl Insti Cl — Buy (add'l) Ishares MSCI All Cntry Asia Ex Jap Fd — Buy Ishares Russell Midcap Growth Index Fd — Buy Ishares Russell Midcap Index Fd — Buy shares Russell 1000 Growth Index — Buy Ishares Russell 1000 Value Index — Buy JPMorgan Asia Equity Fd JPMorganDiversitied Mid Cap Growth Fd — Buy JPMorgan Growth Advantage Fd Select — Sold (part) JPMorgan Highbridge State Mkt Neut Fd — Buy JPMorgan Intrepid America Fund JPMorgan Intrepid Intl Fd Select — Sold (part) JPMorgan US Large Cap Core Plus Select — Buy JPMorgan US Real Estate Fund JPMorgan High Yield Bond Fund Select Class JPMorgan Short Duration Bond Fund Se lect Class — Sold (part) T Rowe Price Intl Fds New Asia Fd SPDR Tr Unit Ser — Buy Fidelity Advisor Ser Il High Income Adv Fd — Buy Ishares Barclays Tips Bd Fd — Buy Director, American Judicature Society, Hawaii Chapter Director, Hawaii Public Radio Director, Hawaii Women's Legal Foundation Co-trustee, £2 pe [ul ~m I= [El Trusts #1 - #3 o= — ©) Agreement — 01/01/95 — Cades Schutte Fleming & Wright Partnership Resolutions (including retirement terms, no control) Spouse's income — 2008 — Self-employed, dietitian consultant Yl. AUDI I IUINAL HINTURIWVIA 1 IUIN URN DAY DAINA 1 RUIN. (Indicatepart of Report} I. Positions passed away in 2006. | am a co-trustee, together with a bank (JPMorgan Chase, which actually manages the accounts), of trust accounts, identified in Part VII as Trusts #1-3 (last year #1-4). As his estate plan is implemented and his estate wound up, some assets were added to the accounts, some amounts were distributed and transferred (notably from the Trust identified last year as Trust #4, most of which went into the account identified as Trust #3), and payments out were made for trust expenses and as directed by the current beneficiary. (jill | 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, lines 9 & 10. As of January |, 2008, the corporation previously known as Echostar Communication Corp. distributed to its shareholders shares in a new company originally called Echostar Holding Corp. The old "Echostar" then changed its name to Dish Network Corp. Thus, as reflected here, "Echostar" is the spinoff entity, and "Dish Network" is the corporation identified in previous reports as "Echostar." Part VII, line 13. Though the amount is small, I recently realized that cash that comes into and is held in this brokerage account (from the dividends listed) is formally held in an account in "Morgan Stanley Bank." That was true previously as well, but I failed to notice that and did not list it that way in prior reports. Part VII, lines 51-53. Agence 21, Inc. filed for bankruptcy protection in January 2009. Though I believe it was a Chapter 11 filing, it is not expected that there will be any distribution to shareholders. That investment was related to investments in MAAS Intek and RepNet, both of whom I believe to be defunct and probably have been for years. | have had difficulty obtaining more precise information but continue those efforts. Though these three positions are likely valueless, they are listed out of caution and to be complete. Part V1I, line 68. JP Morgan Tax Free Mmkt Prem Sweep was listed twice under Trust #1 in last year's report. This year it is listed only once. Part VII, lines 141 & 144 & 147. JPMorgan Intrepid America Fund, JPMorgan US Real Estate Fund, and T Rowe Price Intl Fds New Asia Fd were listed in last year's report as "sold" but should have been listed as "sold part," as the account continues to hold positions in those funds. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/22179. Public record. Not legal advice.