# Richard J. Holwell

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/25599

## Record

- **Judge:** Richard J. Holwell
- **Year:** 2010
- **Pages:** 9

## Text

Van Duyn Assoc., NY, NY — Rent
Bell South Common Stock (certificate) — Int/Div
Brokerage Account(Schwab Reg) # 1
Ford Motor Credit — Interest — Buy
Tortoise Energy Infrastrucutres — Int/Div — Buy
Baird Core Plus — Interest — Buy
PIMCO Mortgage Backed Sec — Interest — Buy
NY City Muni Wtr Fin, 6/15/31 — Interest — Matured
NY City Muni Wtr Fin, 6/15/24 — Interest
NYS Dorm Revs St Supp, 2/15/16 — Interest
PIMCO Total Return — Interest — Buy
Aston Lake Partners Fund — Int/Div — Buy
PIMCO Global Multi Asset — Int/Div — Buy
Schwab Money Market Fund — Int/Div
Transatlantic Holding, Inc. Bond — Interest — Sold
Vanguard S-T Inv Grade — Interest
SPDR S&P Div — Int/Div
Baird Int Mum Bond Fund — Int/Div — Sold (part)
Baird Int Mum Bond Fund — Int/Div — Sold (part)
Memill Lynch IRA — Int/Div
ML Pacific Bond Fund
Ishares MSCI Aus Idx Fd — Buy
MSCAPTRII — Buy
Buffalo Mid Cap — Buy
Oakmark Equity Income — Buy
PIMCO Total Return D (2009 -partial sale not full sale)
PIMCO Total Return Inst
Schwab Money Market Fund
Dow Chem Bond
Morgan Stanley Bond (2009 partial sale not full sale)
Terex Corp Bond
Baird I-T Bond Fund
JP Morgan Emerg Mkt Debt
JP Morgan Strategic Income
PIMCO Foreign Bond
JP Morgan Mortgage Backed Sec (2009 referenced as PIMCO)
Matthews India
Ishares TR S&P Mid Cap
Brokerage Account Schwab IRA # 2 — Int/Div
Metro West Total Retum
Qakmark Equity Income — Buy
TCW Total Retum
JP Morgan Strategic Income
Permanent Portfolio (PRPFX)
Eaton Vance Global Macro
Fidelity Annuity — None
Fidelity Money Market Fund — Sold (part)
Fidelity Money Market Fund — Sold (part)
White & Case SIP — Int/Div
Pimco Total Retum — Sold (part)
State Street Money Market Fund
Permanent Portfolio (PRPFX) — Buy
PIMCO Global Multi Asset — Buy
Vanguard Inf] Protection (partial sale in 2009, not total)
TCW High Yield — Buy
ING Money Market Fund
Ishares Brazil
Sector SPDR Energy
TFS Market Neutral
PIMCO Mortgage Backed
SPDR Index SHS S&P China
Vanguard Short Term Inv Grade
Wintergreen (WGRNX)
Schwab IRA #3 — Int/Div
TCW Total Retum
Agreement — 8/01/2000 — Please see section VIII, paragrapgh 2
Income — 2010 — White & Case LLP (post retirement payments fixed at time of retirement on November 1. 2003. — $31,737.96
Income — 2010 — White & Cse LLP (Pension) — $52,468.44
Spouse's income — 2010 — Self-employed architect
I. Regarding Section |

Partner, Van Duyn Associates. Van Duyn Assocites} is a general partnership formed under New York law ins toa restated and amended agreement dated

pp

December 21, 1979.

Los

A

own with”

1a 60% interest in the partnership which owns the building”

Ji

2. Regarding Section 11

White & Case Savings and Investment Plan ("SIP"). White & Case is my former law firm. The White & Case SIP was originally established in 1983. It is a

qualified 401(K) plan. Subject to certain qualifications, all employees can participate in the plan and may remain in the plan after retirement. Participants are able

to select their investments from among a limited list of mutual funds only. In addition, a brokerage account is also available to participants that allows for

additional investments.

White & Case Retirement Income Plan ("RIP"). White Case is my former law firm. Tbe White & Case RIP is a defined benefit pension originally adopted in 1985

and is limited to certain partners and employees of the Firm. Tbe RIP provides upon retirement an annual benefit which is a percentage of the total compensation

eamed by a participant during membership in tbe plan. The contributions to RIP are actuarially determined and are paid by the Firm to a trust fund. I am fully

vested in the plan, Participants have no control over the trust fund's investment

White & Case Partnership Agreement. White & Case is my former law firm. Tbe amended and restated partnership agreement dated August I, 2000 governs the

operation of the Firm. The equity partners of the Firm are parties to the agreement. Upon ceasing to he an equity partner, such partner's capital account is fixed and

distributed in monthly payments over a term of six years. All such payments were made by December 31,2009

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25599. Public record. Not legal advice.
