Carlos T. Bea
2019
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Pull out the substance of this filing.
What was filed
483
investments
1
positions
0
gifts
2
agreements
0
debts
4
reimbursements
1
income
0
spouse income
Named parties
- Federalist Society
- Heritage Foundation
- UNLV Law School
- San Francisco Judges' Retirement (pension)
As filed
UPS (UPS) — Dividend
Individual Assets (H)
Banco Santander (cash) — Interest
Trees (Spain) — None
TRUST ACCT #1 (H)
UBS Bank USA FDIC Insured Deposit (cash) — Interest
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Dividend — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Sold (part)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Sold (part)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Buy (add'l)
UBS Tax-Free Reserves Fd Cl A (STFXX) (cash equivalent) — Sold (part)
JPMorgan Chase (JPM) — Dividend
Ishares Core High Dividend (HDV) — Dividend
SPDR S&P 500 ETF Tr (SPY) — Dividend
Dodge & Cox Stock Fund (DODGX) — Dividend
California Pub Works 5%, Due 10/01/21 (130685WJ5) — Interest
California St Gen Oblig 5%, due 04/01/20 (13063A4K7) — Interest
California St Pub Works, 5%, Due 04/01/20 (1306852T6) — Interest
Cupertino Cal 5%, Due 08/01/20 (231237XV5) — Interest
East Bay Ca Mud Water 4%, Due 06/01/21 (271014VG4) — Interest
Campbell CA Un High 5% 08/01/21 (134159UR1) — Interest
San Ramon Valley Cal 4%, Due 08/01/21 (799408P52) — Interest
State of California 5%, Due 10/01/21 (13063BPU0) — Interest
Los Angeles CA 5%, Due 06/01/22 (53945CBN9) — Interest
East Bay Cal Mut Wtr 5% 06/01/22 (271014XW7) — Interest
San Francisco CA Bay 5% 07/01/22 (797669YP7) — None — Buy
Napa Valley Ca 4%, Due 08/01/22 (6303615K5) — Interest
Huntington Beach CA 5%, Due 08/01/22 (446222UC3) — Interest
California St Pub Works 5%, Due 03/01/23 (13068LDX0) — Interest
San Francisco CA 5%, Due 06/15/23 (797646QD1) — Interest
San Diego CA Cmnty 5% 08/01/23 (797272PP0) — Interest
Huntington Beach CA 5%, Due 08/01/23 (446222UD1) — Interest
Bakersfield CA Wastewtr 5% 09/15/23 (05753PCA8) — Interest
Los Angeles CA 5%, Due 07/01/24 (544495ZE7) — Interest
Metropolitan Wtr Dist 5% Due 07/01/24 (59266TLU3) — Interest
Santa Clara CA 5%, Due 08/01/24 (801546NF5) — Interest
California Infrastructure 5%, Due 10/01/24 (13034AEF3) — Interest
Bay Area Toll Auth CA 5% 04/01/25 (072024UY6) — Interest
Los Angeles CA 5%, Due 07/01/25 (544525QP6) — Interest
Santa Monica-Malibu USD 4% 07/01/25 (802498PY5) — Interest
Pacific Grove CA 5%, Due 08/01/25 (694393NB1) — Interest
Ukiah CA 4%, Due 08/01/25 (903698DT2) — Interest
University of CA, 5%, Due 05/15/26 (91412GUC7) — Interest
Oxnard Cal UHSD 5% 08/01/26 (692039MD9) — Interest
Sacramento Mun Util Dist 5% 08/15/26 (786005WM6) — Interest
Bay Area Water Supply, 5%, Due 10/01/26 (072031BE6) — Interest
San Mateo CA 5%, Due 06/01/27 (799054GZ8) — Interest
St of California 5% Due 10/01/27 (13063B4N9) — Interest — Buy
Alameda County CA 5.250%, Due 12/01/27 (010831CB9) — Interest
Chaffy Cmnty College 5% Due 06/01/22 (157432FX8) — Interest — Buy
Los Gatos-Saratoga CA 5% Due 08/01/28 (545540DH6) — Interest — Buy
Bakersfield 5% Due 09/15/28 (05753PCF7) — Interest
CA St Un RV Pref 5%, Due 11/01/28 (was California St 5%) (13077CUL6) — Interest
Los Angeles CA 5%, Due 08/01/29 (54438CTD4) — Interest
California St 5% Due 08/01/29 (13063CVM9) — None — Buy
Napa Valley 5%, Due 08/01/29 (6303616Y4) — Interest
State of California 5.25%, Due 10/01/29 (13063BAS1) — Interest — Redeemed
Northern Ca Pwr 5%, Due 07/01/30 (664845EH3) — Interest
California St 5% Due 08/01/30 (13063C6F2) — Interest
Franklin CA High Yield Muni (FCAMX) — Interest
Franklin Global Bond Fund (TPINX) — Interest
TRUST ACCT #2 (H)
UBS Money Fund, Inc. Deposit A/C (cash) — Interest
Altria Group (MO) — Dividend
Apple Inc (AAPL) — Dividend
Berkshire Hathaway (BRK.B) — None — Buy (add'l)
Blackrock Inc (BLK) — Dividend
Carinval Corp (CCL) — Dividend
Chevron Corp (CVX) — Dividend
Cinn Financial Corp (CINF) — Dividend — Sold (part)
Cinn Financial Corp (CINF) — Sold (part)
Cinn Financial Corp (CINF) — Sold (part)
Cisco Systems (CSCO) — Dividend — Sold (part)
Coca Cola Co (KO) — Dividend
Crown Castle Int'l (CCI) — Dividend — Sold (part)
Delta Air Lines Inc DELA New (DAL) — Dividend — Buy
Diageo PLC (DEO) — Dividend
Domimion Resources (D) — Dividend — Buy (add'l)
Duke Energy Corp (DUK) — Dividend — Sold
Fastenal Co (FAST) — Dividend
Franklin Resources Inc (BEN) — Dividend
General Dynamics (GD) — Dividend — Sold (part)
General Dynamics (GD) — Sold
Hasbro Inc (HAS) — Dividend — Sold
Intel Corp (INTC) — Dividend
Johnson & Johnson (JNJ) — Dividend
Kinder Morgan (KMI) — Dividend
Lowes Companies (LOW) — Dividend — Buy (add'l)
Merck & Co (MRK) — Dividend
Microsoft Corp (MSFT) — Dividend
Nestle SA (NSRGY) — Dividend
Newmarket Corp (NEU) — Dividend — Sold (part)
Newmarket Corp (NEU) — Sold (part)
Newmarket Corp (NEU) — Sold (part)
Newmarket Corp (NEU) — Sold
Norfolk Southern (NSC) — Dividend
Paccar Inc (PCAR) — Dividend — Sold (part)
Paccar Inc (PCAR) — Sold (part)
Paychex Inc (PAYX) — Dividend
Pfizer Inc (PFE) — Dividend
Philip Morris (PM) — Dividend
Target Corp (TGT) — Dividend
Texas Instruments (TXN) — Dividend
Verizon Communications (VZ) — Dividend
Wells Fargo & Co (WFC) — Dividend
TRUST ACCT #3 (H)
UBS Money Fund, Inc. Deposit A/C (cash) — Dividend
Adobe Systems (ADBE) — None
Advance Auto Parts Inc (AAP) — Dividend — Buy
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Akamai Tech (AKAM) — None — Sold (part)
Alexion Phar (ALXN) — None — Buy (add'l)
Alexion Phar (ALXN) — Buy (add'l)
Alibaba Group Holdings LTD (BABA) — None — Buy (add'l)
Alphabet Inc CL A (GOOGL) — None
Alphabet Inc CL C (GOOG) — None
Amazon.com (AMZN) — None — Buy (add'l)
Amazon.com (AMZN) — Buy (add'l)
Amazon.com (AMZN) — Buy (add'l)
American Express (AXP) — Dividend — Buy (add'l)
Anheuser Busch (BUD) — Dividend — Buy (add'l)
Apple Inc (APPL) — Dividend — Sold (part)
Apple Inc (APPL) — Buy (add'l)
Apple Inc (APPL) — Buy (add'l)
Biogen (BIIB) — None — Sold (part)
Biogen (BIIB) — Sold (part)
Biogen (BIIB) — Sold (part)
Biogen (BIIB) — Sold (part)
Biogen (BIIB) — Sold
Biomarin Pharmaceutical Inc (BMRN) — None — Buy (add'l)
Biomarin Pharmaceutical Inc (BMRN) — Buy (add'l)
Blackrock Inc (BLK) — Dividend — Sold (part)
Blackrock Inc (BLK) — Sold (part)
Blackrock Inc (BLK) — Sold (part)
C H Robinson Worldwide Inc New (CHRW) — Dividend — Buy
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
Caterpillar Inc (CAT) — Dividend — Sold (part)
Caterpillar Inc (CAT) — Sold (part)
Caterpillar Inc (CAT) — Sold (part)
Caterpillar Inc (CAT) — Sold
Celgene (CELG) — None — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold
Chipotle Mexican (CMG) — None — Sold (part)
Chipotle Mexican (CMG) — Sold (part)
Chipotle Mexican (CMG) — Sold
Coca Cola Co (KO) — Dividend — Sold (part)
Coca Cola Co (KO) — Sold (part)
Coca Cola Co (KO) — Sold
Comcast (CMCSA) — Dividend — Buy (add'l)
Comcast (CMCSA) — Sold (part)
Costco Whoesale (COST) — Dividend — Buy (add'l)
Costco Whoesale (COST) — Sold (part)
Ecolab Inc (ECL) — Dividend — Sold (part)
Ecolab Inc (ECL) — Sold (part)
Equinix Inc Reit (EQIX) — Dividend — Sold (part)
Equinix Inc Reit (EQIX) — Sold (part)
Facebook Inc (FB) — None — Buy (add'l)
Facebook Inc (FB) — Buy (add'l)
Facebook Inc (FB) — Buy (add'l)
Fidelity Natl Info Svcs (FIS) — Dividend — Buy
Fidelity Natl Info Svcs (FIS) — Buy (add'l)
Fidelity Natl Info Svcs (FIS) — Buy (add'l)
Fidelity Natl Info Svcs (FIS) — Buy (add'l)
Fidelity Natl Info Svcs (FIS) — Buy (add'l)
Fidelity Natl Info Svcs (FIS) — Buy (add'l)
Grainger WW (GWW) — Dividend
Grubhub Inc (GRUB) — None — Buy
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Sold (part)
Grubhub Inc (GRUB) — Sold
Home Depot (HD) — Dividend
IHS Markit LTD (INFO) — None — Buy (add'l)
IHS Markit LTD (INFO) — Buy (add'l)
Johnson & Johnson (JNJ) — Dividend — Buy (add'l)
Johnson & Johnson (JNJ) — Buy (add'l)
Linde PLC (LIN) — Dividend
MC Cormick & Co (MKC) — Dividend — Sold (part)
MC Cormick & Co (MKC) — Sold (part)
MC Cormick & Co (MKC) — Sold (part)
MC Cormick & Co (MKC) — Sold (part)
MC Cormick & Co (MKC) — Sold (part)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
Microsoft Corp (MSFT) — Dividend
Nutanix Inc Cl A (NTNX) — None — Buy (add'l)
Nutanix Inc Cl A (NTNX) — Buy (add'l)
Nvidia Corp (NVDA) — Dividend — Buy (add'l)
Nvidia Corp (NVDA) — Buy (add'l)
Nvidia Corp (NVDA) — Buy (add'l)
Nvidia Corp (NVDA) — Buy (add'l)
Oracle Corp (ORCL) — Dividend
Palo Alto Network (PANW) — None
Paypal Holdings (PYPL) — None — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold
Pioneer Natural Resources (PXD) — Dividend — Buy (add'l)
Pioneer Natural Resources (PXD) — Buy (add'l)
QUALCOMM Inc (QCOM) — Dividend — Sold (part)
QUALCOMM Inc (QCOM) — Buy (add'l)
QUALCOMM Inc (QCOM) — Sold (part)
Red Hat (RHT) — None — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold
Regeneron Phar (REGN) — None — Sold (part)
Regeneron Phar (REGN) — Sold (part)
Regeneron Phar (REGN) — Sold
Schlumberger Ltd (SLB) — Dividend — Sold (part)
Schlumberger Ltd (SLB) — Sold
Salesforce.com Inc (CRIM) — None — Buy
Salesforce.com Inc (CRIM) — Buy (add'l)
Salesforce.com Inc (CRIM) — Buy (add'l)
Salesforce.com Inc (CRIM) — Buy (add'l)
Salesforce.com Inc (CRIM) — Buy (add'l)
Schwab, Charles (SCHW) — Dividend — Buy (add'l)
Schwab, Charles (SCHW) — Buy (add'l)
Splunk Inc (SPLK) — None — Sold (part)
Texas Instruments (TXN) — Dividend — Sold (part)
Thermo Fisher (TMO) — Dividend
Uber Technologies Inc (UBER) — None — Buy
Uber Technologies Inc (UBER) — Buy (add'l)
Uber Technologies Inc (UBER) — Buy (add'l)
Uber Technologies Inc (UBER) — Buy (add'l)
Uber Technologies Inc (UBER) — Buy (add'l)
Uber Technologies Inc (UBER) — Buy (add'l)
UPS (UPS) — Dividend — Buy (add'l)
UPS (UPS) — Buy (add'l)
United Health Group (UNH) — Dividend — Buy (add'l)
Visa Inc (V) — Dividend — Buy (add'l)
Visa Inc (V) — Buy (add'l)
VM Ware (VMW) — None — Buy (add'l)
VM Ware (VMW) — Buy (add'l)
VM Ware (VMW) — Buy (add'l)
VM Ware (VMW) — Buy (add'l)
Walt Disney Co (DIS) — Dividend — Buy (add'l)
Yum China (YUMC) — Dividend — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Buy (add'l)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold
Zoetis Inc (ZTS) — Dividend
TRUST #4 (H)
UBS Bank Deposit (cash) (formerly IRA Traditional) — Interest
SPDR S&P 500 ETF TR (SPY) — Dividend
IRA #1 (H)
UBS Money Fund, Inc. Deposit A/C (cash) — Interest
Adobe Systems (ADBE) — None
Advance Auto Parts Inc (AAP) — Dividend — Buy
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Advance Auto Parts Inc (AAP) — Buy (add'l)
Akamai Tech (AKAM) — None — Sold (part)
Alexion Phar (ALXN) — None — Buy (add'l)
Alibaba Group Hldg (BABA) — None — Buy (add'l)
Alibaba Group Hldg (BABA) — Buy (add'l)
Alphabet Inc CL A (GOOGL) — None
Alphabet Inc CL C (GOOG) — None
Amazon.com (AMZN) — None — Buy (add'l)
American Express (AXP) — Dividend — Buy (add'l)
Anheuser Busch (BUD) — Dividend — Buy (add'l)
Apple Inc (AAPL) — Dividend — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
Apple Inc (AAPL) — Buy (add'l)
Biogen (BIIB) — None — Sold (part)
Biogen (BIIB) — Sold (part)
Biogen (BIIB) — Sold (part)
Biogen (BIIB) — Sold (part)
Biogen (BIIB) — Sold
Biomarin Pharmaceutical Inc (BMRN) — None — Buy (add'l)
Blackrock Inc (BLK) — Dividend — Sold (part)
Blackrock Inc (BLK) — Sold (part)
Blackrock Inc (BLK) — Sold (part)
C H Robinson Worldwide Inc New (CHRW) — Dividend — Buy
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
C H Robinson Worldwide Inc New (CHRW) — Buy (add'l)
Caterpillar Inc (CAT) — Dividend — Sold (part)
Caterpillar Inc (CAT) — Sold (part)
Caterpillar Inc (CAT) — Sold (part)
Caterpillar Inc (CAT) — Sold
Celgene (CELG) — None — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold (part)
Celgene (CELG) — Sold
Chipotle Mexican (CMG) — None — Sold (part)
Chipotle Mexican (CMG) — Sold
Coca Cola Co (KO) — Dividend — Sold (part)
Coca Cola Co (KO) — Sold (part)
Coca Cola Co (KO) — Sold
Comcast (CMCSA) — Dividend — Buy (add'l)
Comcast (CMCSA) — Sold (part)
Costco Whoesale (COST) — Dividend — Buy (add'l)
Costco Whoesale (COST) — Sold (part)
Ecolab Inc (ECL) — Dividend — Sold (part)
Ecolab Inc (ECL) — Sold (part)
Equinix Inc REIT (EQIX) — Dividend — Sold (part)
Equinix Inc REIT (EQIX) — Sold (part)
Facebook Inc (FB) — None — Buy (add'l)
Facebook Inc (FB) — Buy (add'l)
Fidelity Natl Info Svcs (FIS) — Dividend — Buy
Fidelity Natl Info Svcs (FIS) — Buy (add'l)
Fidelity Natl Info Svcs (FIS) — Buy (add'l)
Fidelity Natl Info Svcs (FIS) — Buy (add'l)
Grainger WW (GWW) — Dividend
Grubhub Inc (GRUB) — None — Buy
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Buy (add'l)
Grubhub Inc (GRUB) — Sold (part)
Grubhub Inc (GRUB) — Sold
Home Depot (HD) — Dividend
IHS Markit Ltd (INFO) — None — Buy (add'l)
IHS Markit Ltd (INFO) — Buy (add'l)
Johnson & Johnson (JNJ) — Dividend — Buy (add'l)
Johnson & Johnson (JNJ) — Buy (add'l)
Linde PLC Eur (LIN) — Dividend
MC Cormick & Co (MKC) — Dividend — Sold (part)
MC Cormick & Co (MKC) — Sold (part)
MC Cormick & Co (MKC) — Sold (part)
MC Cormick & Co (MKC) — Sold (part)
MC Cormick & Co (MKC) — Sold (part)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
MC Cormick & Co (MKC) — Buy (add'l)
Microsoft Corp (MSFT) — Dividend
Nutanix Inc Cl A (NTNX) — None — Buy (add'l)
Nutanix Inc Cl A (NTNX) — Buy (add'l)
Nvidia Corp (NVDA) — Dividend — Buy (add'l)
Nvidia Corp (NVDA) — Buy (add'l)
Nvidia Corp (NVDA) — Buy (add'l)
Nvidia Corp (NVDA) — Buy (add'l)
Oracle Corp (ORCL) — Dividend
Palo Alto Network (PANW) — None
Paypal Holdings (PYPL) — None — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Paypal Holdings (PYPL) — Sold
Pioneer Natural Resources (PXD) — Dividend — Buy (add'l)
Pioneer Natural Resources (PXD) — Buy (add'l)
Qualcomm Inc (QCOM) — Dividend — Sold (part)
Qualcomm Inc (QCOM) — Buy (add'l)
Qualcomm Inc (QCOM) — Sold (part)
Red Hat (RHT) — None — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold (part)
Red Hat (RHT) — Sold
Regeneron Phar (REGN) — None — Sold (part)
Regeneron Phar (REGN) — Sold (part)
Regeneron Phar (REGN) — Sold (part)
Regeneron Phar (REGN) — Sold
Schlumberger Ltd (SLB) — Dividend — Sold
Salesforce.com Inc. (CRM) — None — Buy
Salesforce.com Inc. (CRM) — Buy (add'l)
Salesforce.com Inc. (CRM) — Buy (add'l)
Salesforce.com Inc. (CRM) — Buy (add'l)
Salesforce.com Inc. (CRM) — Buy (add'l)
Schwab, Charles (SCHW) — Dividend — Buy (add'l)
Schwab, Charles (SCHW) — Buy (add'l)
Splunk Inc (SPLK) — None — Sold (part)
Texas Instruments (TXN) — Dividend — Sold (part)
Thermo Fisher (TMO) — Dividend — Buy (add'l)
Uber Technologies Inc (UBER) — None — Buy
Uber Technologies Inc (UBER) — Buy (add'l)
Uber Technologies Inc (UBER) — Buy (add'l)
Uber Technologies Inc (UBER) — Buy (add'l)
Uber Technologies Inc (UBER) — Buy (add'l)
UPS (UPS) — Dividend — Buy (add'l)
UPS (UPS) — Buy (add'l)
UPS (UPS) — Buy (add'l)
UnitedHealth Group (UNH) — Dividend — Buy (add'l)
Visa Inc (V) — Dividend — Buy (add'l)
Visa Inc (V) — Buy (add'l)
VM Ware (VMW) — None — Buy (add'l)
VM Ware (VMW) — Buy (add'l)
VM Ware (VMW) — Buy (add'l)
VM Ware (VMW) — Buy (add'l)
Walt Disney Co (DIS) — Dividend — Buy (add'l)
Yum China (YUMC) — Dividend — Sold (part)
Yum China (YUMC) — Buy (add'l)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold (part)
Yum China (YUMC) — Sold
Zoetis Inc (ZTS) — Dividend
IRA #2 (H)
UBS Bank Deposit (cash) — Interest
Managing member
Agreement — 1/23/1990 — Judges Retirement Systems, State of California (PERS)
Agreement — 1/23/1990 — City and County of San Francisco Deferred Compensation Plan (Aetna)
Reimbursement — Federalist Society — 1/25/2019-1/27/2019 — Simi Valley, CA — Western Conference — Transportation, meals, lodging
Reimbursement — Heritage Foundation — 2/18/2019-2/22/2019 — Washington, DC — Presenter at Clerkship Academy — Transportation, meals, lodging
Reimbursement — UNLV Law School — 4/21/2019-4/23/2019 — Las Vegas, NV — Speech/Moot Court Judge — Transportation, per diem allowance, lodging
Reimbursement — Federalist Society — 11/13/2019-11/17/2019 — 9 Washington, DC — Annual Conference/Panelist — Transportation, meals, lodging
Income — 2019 — San Francisco Judges' Retirement (pension) — $105,000.00
Part II: Reportable assets related to these positions are included in Part VII.
Part III A.: Due to litigation, the state of California is retroactively adjusting judicial pensions; the figure provided is my best estimate of the final amount.
Part VII, line 3: Valuation was determined by the Los Angeles County Assessor's Appeal Board.
Part VII, line 4: Located on family land.
Part VII: 2018 IRA #2 is now Trust #4.
Part VII: 2018 IRA #3 is now IRA #2.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.