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What was filed

  • 67

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • San Francisco City & County Employees’ Retirement System - Pension
  • California Judges' Retirement System - Pension
  • Self-employed (arbitration and mediation)

As filed

Common Stock - Advanced Polymer — None

Common Stock - IBM — None — Sell

Mutual Fund - RVS CA Tax - Exempt (formerly AXP) — Int/Div

Bond - Calipatria CA Redev Agy — Interest

Bond - Hawthorne Cal Pkg Auth — Interest — Redeemed

Bond - Sequoia CA Hospital District — Interest

Bond - W. Contra Costa County CA — Interest — Redeemed

Bank Accts. - Wells Fargo — Interest

Common Stock - Intel — Int/Div — Sale

Common Stock - Sun Microsystems — None

Common Stock - Cisco Systems — None

Bond - Fremont CA Pub. Fin. Auth. — Interest

Bond - San Benito Health Care Dist. — Interest

IRA - Hoefer & Amett — Int/Div

Mutual Fund - Franklin Agg. Growth — Sale

Mutual Fund - Franklin Agg. Growth — Sell

Mutual Fund - ING Int'l Value — Sell

Common Stock - Amgen — Buy

Common Stock - Autozone — Buy

Common Stock - Berkshire Hathaway Hldg Co. CL B — Buy

Common Stock - KKR Fin'l — Buy

Common Stock - American Express — Buy

Common Stock - Ameriprise Fin'l — Buy

Common Stock - Texas Reg'l Bank Shs — Buy

Common Stock - Texas Reg'l Bank Shs — Sell

Bond - N. Inyo Cnty Cal. Local Hosp. — Interest

Bond - Folsom Cal. Spl. Tax Comnty Facs. — Interest

Bond - Cal. Edl. Facs. Rev — Interest

Common Stock - Applied Materials — None — Sell

Bond - El Monte Cal. Pub. Fin — Interest

Bond - Woodland Cal. Fin. Auth — Interest

Bond - Pomona Cal. Redev. Agy Tax Alloc. — Interest

Common Stock - Walmart Stores — Int/Div

Common Stock - Pfizer — Int/Div — Sell

Bond - Placentia CA Redev Agy Hsg — Interest

Bond - LaMirada CA Redev Agy — Interest

Bond - Stockton CA Commty Facs — Interest — Redeemed

Bond - Montclair CA Redev Agy — Interest

Mutual Fund - Nuveen CA Dvd Adv Muni — Int/Div

Money Market Fund - M.L. Stern CA Tax Free — Interest — Closed

Bond - Golden State CA Redev Agy — Interest

Bond - Cudahy CA Redev Agy — Interest

Bond - Kern Vy Healthcard Dist CA — Interest

Bond - Bell Comnty Redev Agy CA Tax — Interest

Bond - Muroc CA Jt Unif Sch Dist — Interest

Common Stock - Abbot Labs — Int/Div

Common Stock - Home Depot — Int/Div

Common Stock - Microsoft — Int/Div

Bond - CA Edl Facs — Interest

Bond - Woodland CA Commty Facs — Interest

Bond - Yuba City CA Redev Agy — Interest

Common Stock - Autozone — None — Buy

Common Stock - Reading Int'l — None

Money Market Fund - Hoefer & Amett - General Mny Mkt — Int/Div

Common Stock - Washington Mutual — Int/Div — Sell

U.S. Treasury Securities — Interest

Common Stock - American Express — Int/Div — Buy

Common Stock - American Express — Buy

Common Stock - Ameriprise Fin'l — Int/Div — Buy

Common Stock - Amgen — None — Buy

Common Stock - Amgen — Buy

Common Stock - Berkshire Hathaway CLA — None — Buy

Common Stock - KKR Fin'l — None — Buy

Common Stock - West America Bank — Int/Div — Buy

Bond - Plumas CA Elem Sch Dist — None — Buy

Bond - Riverside Cnty CA CTFS Partn — None — Buy

Bond - Valley Sanitary Dist CA — None — Buy

Agreement — 02/26/93 — With SF City & Cty. Employees’ Retirement System for pension payable monthly until death, based on former employment with SF Dist. Atty.

Agreement — 10/29/05 — With State of California Judges’ Retirement System for retirement benefits payable monthly until death, based on former employment as SF Superior Court Judge

Income — 2005 — San Francisco City & County Employees’ Retirement System - Pension — $11,911

Income — 2005 — California Judges' Retirement System - Pension — $15,646

Spouse's income — 2005 — California Judges' Retirement System - Pension

Spouse's income — 2005 — Self-employed (arbitration and mediation)

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.

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