Ronald M. Whyte
2010
Ask Donna
Pull out the substance of this filing.
What was filed
85
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Santa Clara Inn of Court
- Intellectual Property Board of Advisors - George Washington Law School
- Santa Clara Law School IP Advisory Board
- Court Designated Child Advocates - wages
As filed
Emeryville Redev Bond — Interest
Sacramento Utility Bond — Interest
California Water Bond due 2016 — Interest
California Water Bond due 2018 — Interest
Davis NY Venture Mut Fund — Int/Div — Sold (part)
Davis NY Venture Mut Fund — Sold (part)
Templeton Foreign Fund — Int/Div — Sold (part)
Prudential (Dryden) Cal Muni Fund — Int/Div
Pax World Fund — Int/Div
First Eagle Global Fund — Int/Div — Sold (part)
Bank of the West Acct — Interest
Bank of the West Acct — Interest
Condo, Ketchum, Blaine County, ID — Rent
Condo, Los Gatos, Santa Clara County, CA — None
Calamos Investment Trust Growth Fund — None
Eaton Vance Health Science Fund — Int/Div
von Weise Properties, LLC — Distribution
Solano CA 3.5% Bond 24. Pomona CA Bond — Interest
CMA Money Fund — Int/Div
ML Bank Deposit — Interest
Sacramento San Bd — Interest
Reassure Annuity — Interest
Fremont CA Un High Sch Bond — Interest
Alameda Corridor Tran Bond — None
San Jose Redev Agy Bond — Interest
CD Captial One Bk — Interest — Redeemed
CD American Express Bk — Interest
Dreyfus Appreciation Fund — Int/Div
Pimco Short Term Fd. — Int/Div — Sold (part)
USAA Cornerstone Strat Fund — Int/Div
Blackrock Global Alloc. Fund — Int/Div — Buy
Currency Shares-Australian Dollars — Interest — Buy
Currency Shares-Canadian ETF — Interest — Buy
1 Shares Barclays 1-3 year credit — Int/Div — Buy
i Shares Barclays 1-3 Treas, — Int/Div — Buy
Ivy Asset Strategy Fd — Int/Div — Buy
Merck Hard Currency Fd. — Int/Div — Buy
Pimco Commodity RR Strat. — Int/Div — Buy
Sector SPDR Ulilities — Int/Div — Buy
SPDR Gold Trust — None — Buy
SPDRS P Divd ETF — Int/Div — Buy
Vanguard MSC] Emerg — Int/Div — Buy
Wisdomtree Inv. Inc — Int/Div — Buy
Currency Shares Swiss Fr. — None — Buy
Emeryville Redev Bond — Interest
Sacramento Utility Bond — Interest
California Water Bond due 2016 — Interest
California Water Bond due 2018 — Interest
Davis NY Venture Mut Fund — Int/Div — Sold (part)
Davis NY Venture Mut Fund — Sold (part)
Templeton Foreign Fund — Int/Div — Sold (part)
Prudential (Dryden) Cal Muni Fund — Int/Div
Pax World Fund — Int/Div
First Eagle Global Fund — Int/Div — pan)
Bank of the West Acct — Interest
Bank of the West Acct — Interest
Condo, Ketchum, Blaine County, ID — Rent
Condo, Los Gatos, Santa Clara County, CA — None
Calamos Investment Trust Growth Fund — None
Eaton Vance Health Science Fund — Int/Div
von Weise Properties, LLC — Distribution
Artio Inter Fund (Julius Baer) — Int/Div — Sold (part)
Oppenheimer Dev Mrks Fd — Int/Div
Chase (formerly Wash Mut Bank) — Interest
Rosemead Ca 3.5 Redev Bond — Interest — Redeemed
Ceres Ca Redev Bond — Interest
Solano CA 3.5% Bond — Interest
Pomona CA Bond — Interest
CMA Money Fund — Int/Div
ML Bank Deposit — Interest
Sacramento San Bd — Interest
Reassure Annuity — Interest
Fremont CA Un High Sch Bond — Interest
Alameda Corridor Tran Bond — None
San Jose Redev Agy Bond — Interest
CD Captial One Bk — Interest — Redeemed
CD American Express Bk — Interest
Dreyfus Appreciation Fund — Int/Div
Pimco Commodity RR Strat — Int/Div — Buy
Sector SPDR Utilities — Int/Div — Buy
SPDR Gold Trust — None — Buy
SPDRS P Divd ETF — Int/Div — Buy
Vanguard MSC! Emerg — Int/Div — Buy
Wisdomtree Inv. Inc — Int/Div — Buy
Currency Shares Swiss Fr. — None — Buy
Member of Exec. Committee, Santa Clara Inn of Court
Member, Intellectual Property Board of Advisors - George Washington Law School
Member, Santa Clara Law School IP Advisory Board
Spouse's income — 2010 — Court Designated Child Advocates - wages
Part VII, items 5 and 6: Item 5 shows the income received during the reporting period from the shares held in the NY Davis fund and the vlaue of the asset held at
the end of the reporting period. Item 6 just shows the value and gain realized from the second sales transaction of a portion of the NY Davis fund holding during
the reporting period.
Part VII, Item 13: Ketchum ID condo's assessed value is $414,000.
Part VII, Item 14: Los Gatos CA condo's assessed value is $264,754.
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.