# Richard J. Holwell > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/25420 ## Record - **Judge:** Richard J. Holwell - **Year:** 2004 - **Pages:** 14 ## Text SEE ATTACHMENT VII V n Buyn Assoc, N.Y NY. — Rent JP MorganiChasee — 96 ATAT — in Iyer Attach. VII-A Bell South — Int/Div Lucent — in 2003; Sec Atach. VIIA Brekerage Accent #1 Fidel y S&P Tot Mya — in 2 3; Sec Ateach. VILLA Fidelit/ S&P 500 — Int/Div Fidelity Contrafund 10. - Fidelits I » Pr Stk — Int/Div Fidelity Div. Growth — Int/Div Brarae Micrg Ca — Buy Matrix Advisors Value — Int/Div — Buy PIMC® Comm. Real Fetate — Int/Div — Buy First Eagle @verseas A — ®vid=nd — Buy First Eagle @verseas A — Buy Vanguard 116Tm T/E xX) — d — in 2003, See Auach Vill-A Part Sale Schwab Money Mk: Fund — Interest — Deposit Schwab Money Mk: Fund — With: d wl RA #1 Fidelit Ma neljan — Sell Amenstock (X) — nd — in 2003; see Autach, VIII-A Brand-wine — Bu Ariel Appreciation x) — Int/Div — in 2003; Sex Attach. VII-A PIMCO Comm. Real — Int/Div — Bu PIMCO Tota! Ret — Int/Div First Fanle Oversea — Int/Div — Bu Schwab Money Mkt Fund — Interest — Deposit Schwab Money Mkt Fund — dr wal RA #2 Amenistock (X) — Int/Div — mn 2003; See Aua h. VIIA Fi st Eagle @verseas A — Int/Div — Buy Schwad Meuey Mit Fund — Interest — Deposit Schwad Meuey Mit Fund — dail RA #3 Fidelity Bins Chi — Int/Div Fidelity Annuity 38. - Fidelity Contrafund Fidelity Adv. Gr. Opp. (formerly Fidelity Growth LOBE) TRE — 40. White & Case RP Pension White & Casc 401 (K) TCW Gatilco Sel Tumer Midcap Gr RS Ewssg Or — in 203; See Attach. VHILA Axiom Int'l Inv SSGA Passyv * Rovee Lo Pr Stk avis NY Venure SSgA Bond Mkt (X) — m 2003: See Attach. VII-A White & Case Lee Pensian — Bution See Attach VIC Partner, Van Buyn Associates (SEE ATTACHMENT 1) Agreement — RD Vail: ALN whe £ a Be I AR ML - is PLEASE SEE ATTACHMENT I} > Income — 2001 — White & Case LLP (posi-rehrentient payments fixed at time af relirenient an November 1, 2003). — $970,505 Spouse's income — 2004 — Self-employed architect Spouse's income — MT TR Te Le agin. ha iin ath loci RE A FORM A0-10 ATTACHMENT VII-B Item 40. & Case Retirement lacome Plan (“RIP The White & Case RIP is a defined benefit pension originally adopted in 1985 and is limited to certain partners and employees of the Firm. The RIP provides upon retirement an annual benef t, which is a percentage of the total compensation earned by a participant during membership in the plan. The contributions to RIP are actuanally detennined and are paid by the Finn to a trust fund. 1am fully vested in the plan. Participants have no control over the trust fund’s investments. My annual accrued benefit, payable at age 60 (in 2006} is $53,238. do not realize income prior to 2006. items 41-50 White & Case 401(K) Plan. The plan administrator, CitiStreet Retirement Plan, does not provide plan participants with periodic income infermation on either an aggregate or per-fund basis. The only information provided is the change in valuation over time. This infeimation 1s provided below: FUND VALUATION VALUATION 12/31/04 01/01/04 TCW Galileo Sel $252,883 $284,580 Turner Mid Cap Growth 142,037 157.726 600,972 220,437 250,503 Royce Lo Pr Stk Davis NY VentureA 412,324 463,345 SSGA Passive 292,060 302,866 Items 37-39 Fidelity Annuity. Fidelity does not provide any periodic income infeimation on either an aggregate or per-fund basis. The only infermation provided is pentodic valuation. The 1/1/04 valuations of the Fidelity Annuity Contrafund and Fidelity Annuity Adv. Gr. @pp. 1 were $60,767 and $92,418, respectively; the 12/31/04 valuations were $69,609 and $98,269, respectively. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25420. Public record. Not legal advice.