# Richard R. Clifton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/23379

## Record

- **Judge:** Richard R. Clifton
- **Year:** 2011
- **Pages:** 12

## Text

Highbridge Dynamic Comm Strg Fd Select — Buy
lIshares MSCI EAFE Index Fund — Buy
Prudential Retirement Guaranteed Income Fund
Northwestn Mutual whole hfe — None
Northwestn Mutual extra ordinary life — None
Midland National whole life — None
Trust#l
Trust#2
Trust#3¥ "777 "7 IRA)
JPMorgan Deposit Sweep Inst — Int/Div
Trust#4” "IRA rollover)
Trust#s — Int/Div
Eaton Vance Mut Fds Tr — Buy
Ishares S&P Midcap 400 Index Fund — Buy
Ishares Russell 1000 Value Index Fund — Buy
Ishares Russell 1000 Growth Index Fund — Buy
SPDR S&P 500 ETF Trust — Buy
Vanguard Emerging Market ETF — Buy
Trust#7 (7 — Int/Div
Eaton Vance Mut Fds Tr — Buy
JPMorgan Str Inc Opp Fd — Buy
JPMorgan High Yield Fd Select — Buy
JPMorgan Short Duration Bond Fd Select — Buy
Highbridge Dynamic Comm Strg Fd Select — Buy
Ishares MSCI EAFE Index Fund — Buy
Ishares S&P Midcap 400 Index Fund — Buy
Ishares Russell 1000 Value Index Fund — Buy
Ishares Russell 1000 Growth Index Fund — Buy
SPDR S&P 500 ETF Trust — Buy
Vanguard Emerging Market ETF — Buy
Director, American Judicature Society, Hawaii Chapter
Director, Hawaii Public Radio
Director, Hawaii Women's Legal Foundation
Director, Ninth Judicial Circuit Historical Society
Co-trustee, Trusts #1 - #7
Agreement — 1.01/01/95 — Cades Schutte Fleming & Wright Partnership Resolutions (including retirement terms, no control)
Reimbursement — Federal Judges Assn — 4/12-15/2011 — Washington, DC — Attend annual board meeting — Transportation, lodging, food
Income — 1.201) — University of Hawaii School of Law, teaching — $3.117.00
Spouse's income — 1.201) — Self-employed, dietitian consultant
1. Positions & VII. Investments and Trusts

As previously reported,”

assed away in recent years. Virtually all of the assets held by trusts created by them for their benefit were distributed

: and a bank (JPMorgan Chase)

in 2011.1 have been a co-trustee (without compensation) of those trust accounts, identified as Trusts #1-4, together with!

which is primarily responsible for investment decisions. It is my understanding that no assets remain in Trusts # 1, 2, and 4, so I do not expect to list those trusts

in future years. Only a small amount remains in Trust #3 and I assume it will be liquidated shortly. Some of the distributions were made to trusts identified as

Trusts #5-7. Those trusts were created previously and were reported last year, but they contained no assets until the distributions made in 2011. I am a co-trustee

of those trusts as well.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/23379. Public record. Not legal advice.
