# Jeffrey Steven White > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5137 ## Record - **Judge:** Jeffrey Steven White - **Year:** 2014 - **Report type:** Annual - **Pages:** 15 ## Text Orrick Investments 2000 LLC — Int/Div ISHARES MSCI Eafe Index Fund — Int/Div GMAC 0% Bond — Interest — Matured ISHARES DJ US Basic Materials — Int/Div ISHARES US Consumer Noncyclic — Int/Div ISHARES US Consumer Cyclic — Int/Div ISHARES DJ LS Energy Sector — Int/Div ISHARES DJ US Financial Sector — Int/Div ISHARES DJ US Healthcare Sector — Int/Div ISHARES DJ US Telecommunications — Int/Div ISHARES DJ US Utilities Sector — Int/Div Consumer Discrectionary Sector SPDR — Int/Div Consumer Staples Select Sector SPDR Trust — Int/Div Financial Select Sector SPDR — Int/Div — Sold (part) Health Care Select Sector SPDR — Int/Div Industrial Select Sector SPDR — Int/Div Legg Mason Clearbridge Diversified Large Cap Growth Fund — Int/Div Oppenheimer Intl Divensfied Fund Class A — Int/Div Oppenheimer Main Street Oppo. Fund Class A — Int/Div Oppenheimer Main Street Small Cap Fund Class A — Int/Div Oppenheimer Equity Fund Class A — Int/Div SPDR Homebuilders ETF — Int/Div iShares Dow Jones US. Real Estate Index — Int/Div Ally Bank CDs (Y) Guggenheim BRIC ETF — Int/Div California St CA GO 5% — Interest — Matured Provident Credit Union — Interest Pollock Montgomery Washington Tower Investors 11 Partnership — Int/Div Lincoln Financial Annuity - Lincoln VIP Moderate Profile — None Lincoln Financial Annuity - Lincoln Choice Plus — None Pollock 2007-2008 Independent Investors, LLC — Int/Div Pollock 2006 Properties Preference Return, LLC — Distribution Schwab US Treasury Fund Sweep — Interest California St CA GO 2% — Interest Pebblebrook Hotel 8% Preferred — Interest JPMorgan 7.9% Preferred — Interest NuStar Logistics 7.625% Preferred Notes — Interest Summit Hotel 9.25% Perf - inn+a — Interest Zions BanCorp 6.3% Perf - zbtg — Interest Pollock FRB. LLC — hy — Buy Alerian MLP ETF - amlp — None — Buy Principal Fin 5.563% PFD - pfgzp — Interest — Buy Southern Calif Edison Co Pfd - scedn — None — Buy IShares TR IBOXX USD Invt Grade Corp Bd- LOD — Int/Div — Buy IShares TR MSCI1 EAFE ETF - EFA — Int/Div — Buy IShares TR Core S&P Small Cap - UR — Int/Div — Buy Rydex ETF TR Guggenhiem S&P- RSP — Int/Div — Buy Rydex ETF TR Guggenhiem S&P - RPG — Int/Div — Buy Citigroup IRA # — Int./hv MFS Total Return Fund A Lege Mason ClearBridge Fdmtl All CP Value Fund C1 A Hartford Finl Services Group 4.75% Bond — Matured Morgan Stanley Global Sub 4.75% Notes — Matured Bank of America 5.375% Notes — Matured Genworth Financial 5.75% Bond — Matured Southwest Airlines Co 5.25% Notes — Matured Sunoco Inc 4.875% Bonds — Matured General Elec Cap Corp Medium Term 2.95% Bond Wells Fargo & Co New Medium Term 2.1% Bond Citibank Bank Deposit Program Goldman Sachs Group Inc Medium Term NTS 3.7% First TR Exchange Traded FD Dow Jones Ishares TR Russell Mid-Cap ETF Ishares TR NASDAQ Biotechology ETF — Sold Select Sector SPDR TR Financial Vanguard World FDS Vanguard Consumer Ishares TR S&P Small-Cap 600 Growth — Buy Ishares TR US Aerospace (ITA) — Buy Rydex ETF TR Guggenheim (RPV) — Buy Rydex ETr TR Guggenheim (RPG) — Buy Citigroup IRA #2 — Int/Div MFS Total Return Fund A Legg Mason ClearBridge Fdmtl AL CP Value Fund C1 A Citibank Bank Deposit Program Alcoa Inc NT 6.75% 7/15/18 — Buy Charles Schwab - IRA Rollover — Int/Div Fmancial Select Sector SPDR — Buy (add'l) Industrial Select Sect SPDR ISHARES FTSE/Ximua China 25 ISHARES - MSC Australia Index SHARES « MSC Canada Index ISHARES - MSC! EAFE Index Fund ISHARES - MSCI Emerging Markets Index ISHARES - MSC Malaysia Index ISHARES - S&P Europe 350 Index ISHARES - S&P Latin America 400 Index ISHARES - Global Industrials California St CA GO- Taxable 4.85% — Matured iShares MSC! Turkey Index California St CA GO- Taxable 3.95% California St CA GO- Taxable 6.2% California St CA GO-Taxable 5.2% — Matured Energy Select Sector SPDR Ford Motor Credit Notes — Matured Metlife Inc $% Bond Petrobras Int Fin Co 3.875% Bond Pitney Bowes Inc 5% Bond Schwab US Treasury Fund Sweep Aegon NV 4.625% Bond American Intl Group 5.05% Bond ArcelorMittal 4.25% Bond — Matured Best Buy Co 3.75% Bond Capital One Bank 7.375% Bond — Matured Computer Sciences Corp 6.5% Bond Deutsche Bank 8.05% Preferred Stock Hanes Brand Inc 8% — Sold Hewlett Packard 3% Bond Limited Brands Inc 5.25% Bond — Matured Limited Brands Inc 6.9% Bond Manulife Financial Corp 3.4% Bond Morgan Stanley 2.875% Bond — Matured Morgan Stanley 4% Bond Parmaceutical HOLDRs Trust Common Stock Prudential Financial Inc 6.2% Bond RR. Domnelley 5.5% Bond Southwest Airlines Co 5.25% Bond — Sold Xerox Corporation 4.25% Bond Zions Bancorp 4.5% Bond Calif State CA Go 5.95% Citigroup 7.125% Preferred Hewlett-Packard Co 2.65% Bond EcoStar Dish Corp 7.75% Bond Macso Corp 4.8% Bond Southwest Airlines Co 5.75% Bond Vodafone Group Plc 2.875% Bond — Matured Merrill Lynch & Co (BAC) 6.05% Bond Whirpool Corp 7.75% Bond Bank of America Corp 5.42% Bond Time Warner Inc 5.85% Bond JP Morgan Chase & Co 2% Bond Tesoro Corp 4.25% Bond Cleveland Electric 7.880% Bond Newell Rubbermaid Inc 2.050% Bond Nasdaq Omx Group 5.25% Bond AT & T Inc 5.5% Bond Ford Motor Credit 5% Bond Owens-Illinois Inc 7.8% Bond Bank of America Corp 5.49% Bond KLA - Tencor — Buy KLA - Tencor — Redeemed Alcon Inc 5.550% due 2/25/17 — Buy Arcelor Mittal 5.25% due 2/25/17 — Buy Chesapeake Energy Corp - 7.250% due 12/1518 — Buy Diamond Offshore Drill 5§.875% due $/1/19 — Buy Dun & Bradstreet Corp 3.25006 due 12/1/17 — Buy General Motors 4.75% due 8/15/14 — Buy Goldman Sachs Group Inc 6.150% Due 4/1/18 — Buy Ingersoll-Rand Co 6.875% due 8/15/18 — Buy PowerShares QQO NASDAQ 100 Trust — Buy Qwest (Centurylink) 6.5% due 6/1/17 — Buy Strwood Hotes & Resort 6.750% Due $1518 — Buy Sunstone Hotel 8.00% Prep 4/2016 — Buy Toll Brothers 4% due 12/31/18 — Buy Schwab IRA Account — Int/Div Guggenheim BRIC ETF Powershares QQQ Nasdaq 100 iShares S&P SO0/Barr Growth iShares S&P Global 100 Schwab US Treasury Fund - Sweep --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5137. Public record. Not legal advice.