Lawrence Joseph O'Neill

2011Annual

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What was filed

  • 65

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Federal Bar Association

As filed

Prudential Fin Inc (Schwab acct) — Interest

North Track Geneva Growth Fund (Schwab) IRA — Interest

RS Global Natural Resources Fund (Schwab) IRA — Interest

Kensington Strategic Realty Fund (Schwab) IRA — Distribution

Dodge and Cox Stock Fund (Schwab) — Int/Div

Artisan Intl Small Cap Fund (Schwab) — Interest

Amencan Fund New World (Schwab) IRA) — Interest

Schwab US Treasury Money fund (IRA) — Interest

Wells Fargo Bank Trust #1 — Interest

RS Global Natural (Schwab) IRA — Interest

First Eagle Overseas (Schwab) — Interest

American Funds New World (Schwab) IRA — Int/Div

Kensington Select Income (Schwab) IRA — Int/Div

Longleaf Partners Fund IRA (Schwab) — Interest — sell

Longleaf Partners Fund IRA (Schwab) #2 — Interest — sell

Clovis Community Bank — Interest

Argonaut Corp, Livermore, California 1985 $84,200 Trust #1 — istrnibution

Columbia Housing 1X Ltd priner 1988 $25,767 (trust #1) — Distribution

Wells Fargo Bank, acct #2 — Interest

Desert Funding, Inc. Mortgage Note (Trust ‘an — Interest

Macwest Riverside Housing Inv, LLC — None

California State University Revenue Muni Bond — Interest

Oregon Go Elderly/Disabled muni bond — Interest

Puerto Rico Electric Power Muni bond — Interest

Sam Francisco Intl Airport mum Bond — Interest

St. Louis MO Airport muni bond — Interest

Bank of America Sub Not corporate bonds — Interest

General Electric Cap Corporate bond — Interest

GTE North Inc bond — Interest

Key Bank corporate bond — Interest

Laclede Gas Co 1st mortgage — Interest

Pacific Bell corp bond — Interest

Providence Gas Co bond — Interest

Prudential Finl Inc corporate bond — Interest

Southwestern Bell Te. Co corporate bond — Interest

Amencan Funds, Fund Inv F-1 — Int/Div

Capital World Growth and Income mutual fund — Interest

Pureto Rico Convention Center bonds — Interest

Contra Costa Community College bonds — Interest

Encinitas Ca Public Library Construction Bonds — Interest

Schwab Govt Money Fund: IRA--Schwabb — Interest

Morgan Stanley CD (Schwab) — Interest

Schwab Govt Money Fund: Schwabb — Interest

TCW Total Return Bond (schwab) IRA — Interest

JP Morgan Highbridge Stat Mkt Neutral Select CL — Int/Div

Loomis Sayles Bond C1 (Schwab) (IRA) — Int/Div

Tweedy Brown Global Fund {schwab-<IRA) — Int/Div

Vanguard GNMA Fund Investor Share (IRA) — Int/Div

Schwab Ca Muni Money Fd Sweep shares — Interest

Pimco All Asset Fund, Instit class Schwab — Interest

SCH Ca Muni Money Fd shares (Schwab) — Interest

San Francisco Calif City/County Public Utility bonds — Int/Div

Dublin. Calif School Securities — Int/Div

First Eagle Overseas IRA (Schwab) — Int/Div

T Rowe Price new ERA FD — Int/Div

California Bond — Interest

JP Morgan Highbridge Stat Mkt — Int/Div

Pimco Emrg Local Bd — Interest

California Health stock — Int/Div — Buy

T Rowe Price New Income Fund — Int/Div — Buy

Permanent Portfolio X — Int/Div — buy

Berwyn Income Fund X — Int/Div — buy

American Fund New World X — Int/Div — buy

Market Vectors ETF Mmers Fund X — Int/Div — buy

Vanguard Ca Interim Term Tax Exempt FD (Schwab) — Interest

Board of Director, Federal Bar Association

Agreement — 1999 — State of California Judges Retirement Plan (pension commences at age 62)

The Argonaut Investment at VIL, line 17 was purchased more than 20 years ago (prior to taking the Bench) at an nitial investment of $50,000.

The Columbia Housing 1X investment was purchased 25 years ago (prior to taking the Bench) at an initial investment of $35,000,

All of the assets in Part VII are in the Living Trust referred to in Part I, line 1.

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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Lawrence Joseph O'Neill | Frix