# Samuel James Otero

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/2987

## Record

- **Judge:** Samuel James Otero
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 8

## Text

Franklin California Tax Free Income Fund — Int/Div
Galliard Stable Value (LA Def Comp, Wash. Mutual Liquid) — Interest
First Investors Cash Management Fund A (brokerage acct #1) — Int/Div — Sold
First Investors Investment Grade Fund A {brokerage acct #1) — Int/Div
First Investors Fund for Income (brokerage acct #1) — Int/Div
Oppenheimer Discovery Fund — Int/Div
Oppenheimer Equity Fund — Int/Div
Aviva Life Insurance Strategy Select — Int/Div
Great American Life Insurance — Int/Div
First Investors Growth & Income Fund (X br. acct #1) — Int/Div
First Investors Situations Fund A (X br. acct ‘#1 — Int/Div
First Investors Global Fund A (X br. acct #1 — Int/Div — Sold
First Investors Total Return fund (X br. acct #1 — Int/Div
First Investors Select Growth Fund A (X br acct #1) — Int/Div
First Investors Value Fund (x brokerage acct ®1) — Int/Div
Bank of America (X "common brokerage account #2) — Int/Div — Sold (part)
Bank of America (X “common” brokerage account #2) — Int/Div — Buy
Bank of America (X "common® brokerage account #2) — Int/Div — Buy
Bank of America (X “common” brokerage account #2) — Int/Div — Buy
Bank of America (X “common” brokerage account #2) — Int/Div — Buy
Bank of America (X “common” brokerage account #2) — Int/Div — Buy
Ford Motor (X “common” brokerage account #2) — Int/Div — Buy
Ford Motor (X “common” brokerage account #2) — Int/Div — Sold (part)
Ford Motor (X “common” brokerage account #2) — Int/Div — Sold (part)
Ford Motor (X “common” brokerage account #2) — Int/Div — Sold (part)
CitiGroup CX "common" brokerage — Int/Div — Buy
CitiGroup CX "common" brokerage — Int/Div — Sold (part)
Alamo Energy (x "common" brokerage acct “2 — None — Sold
Apple (x "common" brokerage acct #2) — Int/Div — Sold (part)
Apple Inc (X brokerage account #2) — Int/Div — Sold
Matthews Pacific Tiger Fund x "common" brokerage acct #2) — Int/Div — Sold
Johnson & Johnson (x “common” acct #2 — Int/Div — Sold (part)
I Shares Silver (x “common” brokerage acct #2) — Int/Div — Sold
United States Savings Bond — Int/Div
Chase Bank Account Jomt — Interest
L.A. Federal Credit Umon Accounts — Interest
California Credit Union — Interest
Board Member, Judge Michel Intellectual Property American Inn of Court
Gift — LA. LP Inn of Court — Membershup — $750.00
Agreement — 2003 — Califormia Judges Retirement Plan; Pension Upon Retirement, Age 63
Spouse's income — 1012011 — Los Angeles Umified School District
The buy" transaction activity for the First Investors Trust Funds reported in Section VII are actually exchanges and transfers within the First Investors family of

funds. The First Investors Cash Management & Global Funds were not owned at the end of the reporting period.

In September 2009,

opened brokerage account #2. SPDR Gold Trust reported in my 2010 report was not owned in 2011, Apple, Matthews Pacific

Tiger Fund, Alamo Energy, and 1 Shares Silver listed in account #2 were not owned at the end of the reporting period.

First Investors Int'l Fund A (X br. Acct #1) was mistakenly reported in my 2010 report. The asset was sold in 2009 and should not have been included in my 2010

report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2987. Public record. Not legal advice.