Richard A. Paez
2019
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What was filed
296
investments
4
positions
0
gifts
4
agreements
0
debts
0
reimbursements
4
income
12
spouse income
Named parties
- Western Justice Center, Pasadena, CA
- California Judges Retirement System
- OptumCare Management, LLC (salary)
- IBM (pension)
- Self-employed (HR consultant)
As filed
IRA #1 (H)
Strategic Advisers Core Fund (FCSAX) — Dividend — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Buy (add'l)
Strategic Advisers Growth Fund (FSGFX) — Dividend — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Val. Fund (FVSAX) — Dividend — Sold (part)
Strategic Advisers Val. Fund (FVSAX) — Sold (part)
Strategic Advisers Emerging Markets (FSAMX) — Dividend
Strategic Advisers Small-mid Cap Fund (FSCFX) — Dividend — Sold (part)
Strategic Advisers International Fund (FILFX) — Dividend — Sold (part)
Fidelity SAI U.S. Large Cap Index (FLCPX) — Dividend
Fidelity SAI Intl Index (FIONX) — Dividend — Sold (part)
Fidelity SAI Intl Index (FIONX) — Sold (part)
Fidelity SAI Emerging Markets Index (FERGX) — Dividend — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — None — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — Sold
AQR Managed Futures Fund CL N (AQMNX) — Dividend — Buy (add'l)
ASG Managed Fut Strat Fund Cl Y (ASFYX) — None — Sold
Strategic Advisers Sht Duration Fund (FAUDX) — Dividend — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Dividend — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Doubleline Tot Ret Bd Fd Cl N (DLNTX) — Dividend — Buy (add'l)
Eaton Vance Global MACRO ABSLTE RT CL1 (EIGMX) — Dividend — Sold
Eaton Vance Global MACRO ABSLTE RT CL A (EAGMX) — Dividend — Buy
Eaton Vance Global MACRO ABSLTE RT CL A (EAGMX) — Buy (add'l)
Pimco Commodity Real Return Inst (PCRIX) — Dividend — Sold
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Dividend — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
IRA #2 (H)
Fidelity Asset Mgr 30% (FTANX) — Dividend — Redeemed (part)
BROKERAGE #1 (H)
Fidelity Government Money Market (SPAXX) — Interest
Fidelity CA Muni MM (FCFXX) — Dividend
Fidelity Asset Mgr 20% (FASIX) — Dividend
BROKERAGE #2 (H)
Fidelity Magellan (FMAGX) — Dividend
401K #1 (H)
Fidelity Govt Money Market (SPAXX) — Interest
Fidelity Intl Index (FSIVX) — Dividend
Lazard Emerg Mkts Eq Is (LZEMX) — Dividend
AF Europac Growth R6 (RERGX) — Dividend
Northern SM Cap Val (NOSGX) — Dividend — Buy
Vang SM Cap Idx Inst (VSCIX) — Dividend — Buy
Loomis Sm Cap Growth N (LSSNX) (Y)
Fidelity Ext Mkt Idx (FSEVX) — Dividend — Sold
Fidelity Low Priced Stk K (FLPKX) (Y)
MFS Mid Cap Growth R6 (OTCKX) — None
Vanguard Inst Index (VINIX) — Dividend
Vanguard Windsor II ADM — Dividend
Vanguard Primecap ADM (VPMAX) — Dividend — Sold
Pimco Tot Return Inst (PTTRX) — Dividend
Vanguard Tot Bd Mkt Inst (VBTIX) — Dividend
COLLEGE ACCT #1 (H)
Fidelity Asset Mgr 70% (FASGX) — Dividend
COLLEGE ACCT #2 (H)
Fidelity Asset Mgr 70% (FASGX) — Dividend
IRA #1 (H)
Strategic Advisers Core Fund (FCSAX) — Dividend — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Buy (add'l)
Strategic Advisers Growth Fund (FSGFX) — Dividend — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Val. Fund (FVSAX) — Dividend — Sold (part)
Strategic Advisers Val. Fund (FVSAX) — Sold (part)
Strategic Advisers Emerging Markets (FSAMX) — Dividend
Strategic Advisers Small-mid Cap Fund (FSCFX) — Dividend — Sold (part)
Strategic Advisers International Fund (FILFX) — Dividend — Sold (part)
Fidelity SAI U.S. Large Cap Index (FLCPX) — Dividend
Fidelity SAI Intl Index (FIONX) — Dividend — Sold (part)
Fidelity SAI Intl Index (FIONX) — Sold (part)
Fidelity SAI Emerging Markets Index (FERGX) — Dividend — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — None — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — Sold
AQR Managed Futures Fund CL N (AQMNX) — Dividend — Buy (add'l)
ASG Managed Fut Strat Fund Cl Y (ASFYX) — None — Sold
Strategic Advisers Sht Duration Fund (FAUDX) — Dividend — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Dividend — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Doubleline Tot Ret Bd Fd Cl N (DLNTX) — Dividend — Buy (add'l)
Eaton Vance Global MACRO ABSLTE RT CL1 (EIGMX) — Dividend — Sold
Eaton Vance Global MACRO ABSLTE RT CL A (EAGMX) — Dividend — Buy
Eaton Vance Global MACRO ABSLTE RT CL A (EAGMX) — Buy (add'l)
Pimco Commodity Real Return Inst (PCRIX) — Dividend — Sold
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Dividend — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
IRA #2 (H)
Fidelity Asset Mgr 30% (FTANX) — Dividend — Redeemed (part)
BROKERAGE #1 (H)
Fidelity Government Money Market (SPAXX) — Interest
Fidelity CA Muni MM (FCFXX) — Dividend
Fidelity Asset Mgr 20% (FASIX) — Dividend
BROKERAGE #2 (H)
Fidelity Magellan (FMAGX) — Dividend
401K #1 (H)
Fidelity Govt Money Market (SPAXX) — Interest
Fidelity Intl Index (FSIVX) — Dividend
Lazard Emerg Mkts Eq Is (LZEMX) — Dividend
AF Europac Growth R6 (RERGX) — Dividend
Northern SM Cap Val (NOSGX) — Dividend — Buy
Vang SM Cap Idx Inst (VSCIX) — Dividend — Buy
Loomis Sm Cap Growth N (LSSNX) (Y)
Fidelity Ext Mkt Idx (FSEVX) — Dividend — Sold
Fidelity Low Priced Stk K (FLPKX) (Y)
MFS Mid Cap Growth R6 (OTCKX) — None
Vanguard Inst Index (VINIX) — Dividend
Vanguard Windsor II ADM — Dividend
Vanguard Primecap ADM (VPMAX) — Dividend — Sold
Pimco Tot Return Inst (PTTRX) — Dividend
Vanguard Tot Bd Mkt Inst (VBTIX) — Dividend
COLLEGE ACCT #1 (H)
Fidelity Asset Mgr 70% (FASGX) — Dividend
COLLEGE ACCT #2 (H)
Fidelity Asset Mgr 70% (FASGX) — Dividend
IRA #1 (H)
Strategic Advisers Core Fund (FCSAX) — Dividend — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Buy (add'l)
Strategic Advisers Growth Fund (FSGFX) — Dividend — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Val. Fund (FVSAX) — Dividend — Sold (part)
Strategic Advisers Val. Fund (FVSAX) — Sold (part)
Strategic Advisers Emerging Markets (FSAMX) — Dividend
Strategic Advisers Small-mid Cap Fund (FSCFX) — Dividend — Sold (part)
Strategic Advisers International Fund (FILFX) — Dividend — Sold (part)
Fidelity SAI U.S. Large Cap Index (FLCPX) — Dividend
Fidelity SAI Intl Index (FIONX) — Dividend — Sold (part)
Fidelity SAI Intl Index (FIONX) — Sold (part)
Fidelity SAI Emerging Markets Index (FERGX) — Dividend — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — None — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — Sold
AQR Managed Futures Fund CL N (AQMNX) — Dividend — Buy (add'l)
ASG Managed Fut Strat Fund Cl Y (ASFYX) — None — Sold
Strategic Advisers Sht Duration Fund (FAUDX) — Dividend — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Dividend — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Doubleline Tot Ret Bd Fd Cl N (DLNTX) — Dividend — Buy (add'l)
Eaton Vance Global MACRO ABSLTE RT CL1 (EIGMX) — Dividend — Sold
Eaton Vance Global MACRO ABSLTE RT CL A (EAGMX) — Dividend — Buy
Eaton Vance Global MACRO ABSLTE RT CL A (EAGMX) — Buy (add'l)
Pimco Commodity Real Return Inst (PCRIX) — Dividend — Sold
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Dividend — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
IRA #2 (H)
Fidelity Asset Mgr 30% (FTANX) — Dividend — Redeemed (part)
BROKERAGE #1 (H)
Fidelity Government Money Market (SPAXX) — Interest
Fidelity CA Muni MM (FCFXX) — Dividend
Fidelity Asset Mgr 20% (FASIX) — Dividend
BROKERAGE #2 (H)
Fidelity Magellan (FMAGX) — Dividend
401K #1 (H)
Fidelity Govt Money Market (SPAXX) — Interest
Fidelity Intl Index (FSIVX) — Dividend
Lazard Emerg Mkts Eq Is (LZEMX) — Dividend
AF Europac Growth R6 (RERGX) — Dividend
Northern SM Cap Val (NOSGX) — Dividend — Buy
Vang SM Cap Idx Inst (VSCIX) — Dividend — Buy
Loomis Sm Cap Growth N (LSSNX) (Y)
Fidelity Ext Mkt Idx (FSEVX) — Dividend — Sold
Fidelity Low Priced Stk K (FLPKX) (Y)
MFS Mid Cap Growth R6 (OTCKX) — None
Vanguard Inst Index (VINIX) — Dividend
Vanguard Windsor II ADM — Dividend
Vanguard Primecap ADM (VPMAX) — Dividend — Sold
Pimco Tot Return Inst (PTTRX) — Dividend
Vanguard Tot Bd Mkt Inst (VBTIX) — Dividend
COLLEGE ACCT #1 (H)
Fidelity Asset Mgr 70% (FASGX) — Dividend
COLLEGE ACCT #2 (H)
Fidelity Asset Mgr 70% (FASGX) — Dividend
IRA #1 (H)
Strategic Advisers Core Fund (FCSAX) — Dividend — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Buy (add'l)
Strategic Advisers Growth Fund (FSGFX) — Dividend — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Val. Fund (FVSAX) — Dividend — Sold (part)
Strategic Advisers Val. Fund (FVSAX) — Sold (part)
Strategic Advisers Emerging Markets (FSAMX) — Dividend
Strategic Advisers Small-mid Cap Fund (FSCFX) — Dividend — Sold (part)
Strategic Advisers International Fund (FILFX) — Dividend — Sold (part)
Fidelity SAI U.S. Large Cap Index (FLCPX) — Dividend
Fidelity SAI Intl Index (FIONX) — Dividend — Sold (part)
Fidelity SAI Intl Index (FIONX) — Sold (part)
Fidelity SAI Emerging Markets Index (FERGX) — Dividend — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — None — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — Sold (part)
AQR Equity Mkt Neutral Cl N (QMNNX) — Sold
AQR Managed Futures Fund CL N (AQMNX) — Dividend — Buy (add'l)
ASG Managed Fut Strat Fund Cl Y (ASFYX) — None — Sold
Strategic Advisers Sht Duration Fund (FAUDX) — Dividend — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Sht Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Dividend — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Doubleline Tot Ret Bd Fd Cl N (DLNTX) — Dividend — Buy (add'l)
Eaton Vance Global MACRO ABSLTE RT CL1 (EIGMX) — Dividend — Sold
Eaton Vance Global MACRO ABSLTE RT CL A (EAGMX) — Dividend — Buy
Eaton Vance Global MACRO ABSLTE RT CL A (EAGMX) — Buy (add'l)
Pimco Commodity Real Return Inst (PCRIX) — Dividend — Sold
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Dividend — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Sold (part)
FIMM Govt Port: Inst'l CL (FRGXX) (Money Market) — Buy (add'l)
IRA #2 (H)
Fidelity Asset Mgr 30% (FTANX) — Dividend — Redeemed (part)
BROKERAGE #1 (H)
Fidelity Government Money Market (SPAXX) — Interest
Fidelity CA Muni MM (FCFXX) — Dividend
Fidelity Asset Mgr 20% (FASIX) — Dividend
BROKERAGE #2 (H)
Fidelity Magellan (FMAGX) — Dividend
401K #1 (H)
Fidelity Govt Money Market (SPAXX) — Interest
Fidelity Intl Index (FSIVX) — Dividend
Lazard Emerg Mkts Eq Is (LZEMX) — Dividend
AF Europac Growth R6 (RERGX) — Dividend
Northern SM Cap Val (NOSGX) — Dividend — Buy
Vang SM Cap Idx Inst (VSCIX) — Dividend — Buy
Loomis Sm Cap Growth N (LSSNX) (Y)
Fidelity Ext Mkt Idx (FSEVX) — Dividend — Sold
Fidelity Low Priced Stk K (FLPKX) (Y)
MFS Mid Cap Growth R6 (OTCKX) — None
Vanguard Inst Index (VINIX) — Dividend
Vanguard Windsor II ADM — Dividend
Vanguard Primecap ADM (VPMAX) — Dividend — Sold
Pimco Tot Return Inst (PTTRX) — Dividend
Vanguard Tot Bd Mkt Inst (VBTIX) — Dividend
COLLEGE ACCT #1 (H)
Fidelity Asset Mgr 70% (FASGX) — Dividend
COLLEGE ACCT #2 (H)
Fidelity Asset Mgr 70% (FASGX) — Dividend
Board of Directors, Western Justice Center, Pasadena, CA
Board of Directors, Western Justice Center, Pasadena, CA
Board of Directors, Western Justice Center, Pasadena, CA
Board of Directors, Western Justice Center, Pasadena, CA
Agreement — 1986 — California Judges Retirement System
Agreement — 1986 — California Judges Retirement System
Agreement — 1986 — California Judges Retirement System
Agreement — 1986 — California Judges Retirement System
Income — 2019 — California Judges Retirement System — $98,600.00
Income — 2019 — California Judges Retirement System — $98,600.00
Income — 2019 — California Judges Retirement System — $98,600.00
Income — 2019 — California Judges Retirement System — $98,600.00
Spouse's income — 2019 — OptumCare Management, LLC (salary)
Spouse's income — 2019 — IBM (pension)
Spouse's income — 2019 — Self-employed (HR consultant)
Spouse's income — 2019 — OptumCare Management, LLC (salary)
Spouse's income — 2019 — IBM (pension)
Spouse's income — 2019 — Self-employed (HR consultant)
Spouse's income — 2019 — OptumCare Management, LLC (salary)
Spouse's income — 2019 — IBM (pension)
Spouse's income — 2019 — Self-employed (HR consultant)
Spouse's income — 2019 — OptumCare Management, LLC (salary)
Spouse's income — 2019 — IBM (pension)
Spouse's income — 2019 — Self-employed (HR consultant)
OptumCare Management, LLC was DaVita Medical Group.
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.