Richard R. Clifton
2019
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What was filed
98
investments
5
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- American Judicature Society, Hawaii Chapter
- Hawaii Women's Legal Foundation
- Ninth Judicial Circuit Historical Society
- Federal Judges Association
- Trusts #1 - #3
- Federal Judges Assn
- Self-employed, dietitian consultant
As filed
First Hawaiian Bank savings — Interest
First Hawaiian Bank checking — Interest
Goodyear common — Dividend
Hawaiian Electric Industries common — Dividend
Brokerage acct #1 (H)
Echostar common — None
Dish Network Cl A common — None
IBM common — Dividend
Real Networks common — None
Charles Schwab Bank — Interest
Fidelity Growth & Income (IRA) — Dividend
Fidelity Magellan Fund (IRA) — Dividend
Invesco OFI Cap Appr Fund Cl A (IRA) — Dividend
Blackrock Money Mkt Inst — Dividend — Buy (add'l)
Brokerage acct #2 (T-CS) (H)
Charles Schwab Money Market Fund — Dividend
Unitedhealth Gr Bonds — Interest — Matured
Discover Bank CD — Interest — Matured
Amer Electric Power common — Dividend
Apple common — Dividend
Eli Lilly common — Dividend
Exxon Mobil common — Dividend
General Electric common — Dividend — Sold
Kraft Heinz common — Dividend — Sold
Microsoft common — Dividend
Mondelez Intl common — Dividend
United Technologies common — Dividend
Verizon common — Dividend
Berkshire Hathaway Cl A — None
Schwab US Large Cap — Dividend — Sold
Vanguard Dividend Appreciation ETF — Dividend — Sold
Schwab Municipal Money Fund — Int./Div.
US Treasury bill — Buy
Brokerage acct #3 (T-CS Intel Port) (H)
Charles Schwab US REIT ETF — Buy
Schwab Fundamental Intl Large Co EFT — Buy
Schwab Fundamental US Large Co EFT — Buy
Schwab Fundamental US Small Co EFT — Buy
Schwab Intl Equity ETF — Buy
Schwab US Large Cap EFT — Buy
Schwab US Small Cap EFT — Buy
Brokerage acct #4 (T-CS Intel Port) (H)
Charles Schwab US REIT ETF — Buy
Schwab Fundamental Intl Large Co EFT — Buy
Schwab Fundamental US Large Co EFT — Buy
Schwab Fundamental US Small Co EFT — Buy
Schwab Intl Equity ETF — Buy
Schwab US Large Cap EFT — Buy
Schwab US Small Cap EFT — Buy
IRA acct #3 (T) (H)
Intel common — Dividend
Microsoft common — Dividend
Petroleo Brasileiro ADRF — Dividend
HR-10 and 401K accts (former law firm) (H)
American Funds AMCAP Fund — None
Oakmark Fund — None
Virtus Ceredex Small Cap Value Eq Fund I — None
American Funds Wash Mutual Invs (HR-10) — None
PIMCO Total Return - Class D (HR-10) — None
Prudential Retirement Guaranteed Income Fund — None
Northwestern Mutual whole life — Dividend
Northwestern Mutual extra ordinary life — Dividend
Midland National whole life — Dividend
Trust #1 (R)
Eaton Vance Mut Fds Tr — Int./Div.
JPMorgan Str Inc Opp Fd — Int./Div.
JPMorgan Short Duration Bond Fd Select — Int./Div.
JPMorgan Limited Term Bond Fd Select — Int./Div. — Sold (part)
Ishares MSCI EAFE ECF — Int./Div.
Ishares S&P Midcap ECF — Int./Div.
SPDR S&P 500 ETF Trust — Int./Div.
Vanguard Emerging Market ETF — Int./Div.
Trust #2 (D)
Eaton Vance Mut Fds Tr — Int./Div.
JPMorgan Str Inc Opp Fd — Int./Div.
JPMorgan High Yield Fd Select — Int./Div.
JPMorgan Short Duration Bond Fd Select — Int./Div.
JPMorgan Limited Term Bond Fd Select — Int./Div.
Ishares MSCI EAFE ECF — Int./Div.
Ishares S&P Midcap ECF — Int./Div.
Ishares Russell 1000 Value Index Fund — Int./Div.
Ishares Russell 1000 Growth ECF — Int./Div.
SPDR S&P 500 ETF Trust — Int./Div.
Vanguard Emerging Market ETF — Int./Div.
JPMorgan Invest Growth Fd Sel — Int./Div.
Trust #3 (K)
Eaton Vance Mut Fds Tr — Int./Div.
JPMorgan Str Inc Opp Fd — Int./Div.
JPMorgan High Yield Fd Select — Int./Div.
JPMorgan Short Duration Bond Fd Select — Int./Div.
JPMorgan Limited Term Bond Fd Select — Int./Div.
Ishares MSCI EAFE ECF — Int./Div.
Ishares S&P Midcap ECF — Int./Div.
Ishares Russell 1000 Value Index Fund — Int./Div.
Ishares Russell 1000 Growth ECF — Int./Div.
SPDR S&P 500 ETF Trust — Int./Div.
Vanguard Emerging Market ETF — Int./Div.
JPMorgan Invest Growth Fd Sel — Int./Div.
Director, American Judicature Society, Hawaii Chapter
Director, Hawaii Women's Legal Foundation
Director, Ninth Judicial Circuit Historical Society
Director; Secretary (until April), President-Elect (since April), Federal Judges Association
Trustee or co-trustee, Trusts #1 - #3
Reimbursement — Federal Judges Assn — 4/15-16/2019 — Dallas, TX — Attend annual board meeting — Transportation, lodging, food
Spouse's income — 2019 — Self-employed, dietitian consultant
Line 15: The fund now known as Invesco OFI Cap App Fund - Cl A was previously known and listed as Oppenheimer Growth Fund A
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.