# Richard J. Holwell > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7824 ## Record - **Judge:** Richard J. Holwell - **Year:** 2011 - **Report type:** Final - **Pages:** 10 ## Text Van Duyn Assoc., NY. NY — Rent Bell South Common Stock (certificate) — Int/Div Brokerage Account(Schwab Reg) # Ford Motor Credit — Interest Tortoise Energy Infrastrucutres — Int/Div Baird Core Plus — Interest PIMCO Mortgage Backed Sec — Interest NY City Mum Wir Fin, 6/15/24 — Interest NYS Dorm Revs St Supp, 2/15/16 — Interest PIMCO Total Return — Interest — Sold (part) Aston Lake Partners Fund — Int/Div PIMCO Global Multi Asset — Int/Div Schwab Money Market Fund — Int/Div Vanguard S-T Inv Grade — Interest — Sold (part) Vanguard S-T Inv Grade — Sold (part) Vanguard S-T Inv Grade — Sold (part) SPDR S&P Div — Int/Div — Sold (part) SPDR S&P Div — Sold (part) SPDR S&P Div — Sold (part) Baird Int Muni Bond Fund — Int/Div — Sold (part) Memill Lynch IRA — Int/Div ML Pacific Bond Fund Brokerage Acct Schwab IRA #1 — Int/Div Ishares MSC Aus Idx Fd Bishop Volatiltiy Fund — Buy JP Morgan Alerian — Buy MSCAPTR I Buffalo Mid Cap Oakmark Equity Income PIMCO Total Return Inst PIMCO Total Return D — Sold Terex Corp Bond — Sold Morgan Stanley Bond (reported incorrectly was full sale) Schwab Money Market Fund Dow Chem Bond Baird I-T Bond Fund JP Morgan Emerg Mkt Debt JP Morgan Strategic Income PIMCO Foreign Bond JP Morgan Mortgage Backed Sec Matthews India — Sold Ishares TR S&P Mid Cap PIMCO Global Multi Asset — Buy Rovee Low Priced Stock Fund — Buy TFS Market Neutral — Buy Merk Hard Currency — Buy Brokerage Account Schwab IRA #2 — Int/Div Metro West Total Return Oakmark Equity Income TCW Total Return JP Morgan Strategic Income Permanent Portfolio (PRPFX) Eaton Vance Global Macro Fidelity Annuity — None Fidelity Money Market Fund White & Case SIP — Int/Div Pimeco Total Return State Street Money Market Fund Permanent Portfolio (PRPFX) — Buy (add'l) PIMCO Global Multi Asset — Buy (add'l) Vanguard Infl Protection (partial sale in 2009. not total) TCW High Yield ING Money Market Fund Ishares Brazil Sector SPDR Energy — Sold TFS Market Neutral PIMCO High Yield — Sold (part) PIMCO Mortgage Backed — Buy (add'l) SPDR Index SHS S&P China Vanguard Short Term lov Grade Wintergreen (WGRNX) Fidelity Capital & Income — Buy Fidelity Capital & Income — Sold (part) PIMCO Income Fund — Buy TCW Emerg Mkts — Buy TFS Small Cap — Buy TFS Smal Cap — Sold Sector SPDR Energy — Sold Marsico Flex Cap — Buy Marsico Flex Cap — Sold Schwab IRA #3 — Int/Div TCW Total Return Agreement — 8/01/2000 — Please see section VIII, paragraph 2 Income — 2011 — White & Case LLP (post retirement payments fixed at ime of retirement on November 1. 2003, — $31,737.96 Income — 2011 — White & Case LLP (Pension) — S52 468.44 Spouse's income — 2011 — Self-employed architect I. Regarding Section 1: Partner, Van Duyn Associates, Van Duyn Associates is a general parmership formed under New York law pursuant to a restated and amended agreement dated December 21, 1979, 1 60% interest in the partnership which owns the building 2. Regarding Section 11: White & Case Savings and Investment Plan ("SIP"). White & Case is my former Jaw firm. The White & Case SIP was originally established in 1983. It isa qualified 401(K) plan. Subject to certain qualifications, all employees can participate in the plan and may remain in the plan after retirement. Participants are able to select their investments from among & limited list of mutual funds only. In addition, a brokerage account is also available to participants that allows for additional investments. White & Case Retirement Income Plan (“RIP”). White Case is my former law firm, The White & Case RIP is a defined benefit pension originally adopted in 1985 and is limited to certain partners and employees of the Firm, The RIP provides upon retirement an annual benefit which is & percentage of the total compensation cummed by a participant during membership in the plan. The contributions to RIP are actuarially determined and are paid by the Firm to a trust fund. 1 am fully vested in the plan. Participants have no control over the trust fund's investment. White & Case Partnership Agreement. White & Case is my former law firm. The amended and restated partnership agreement dated August |, 2000 governs the operation of the Firm, The equity partmers of the Firm are parties to the agreement. Upon ceasing to he an equity partner, such partner's capital account is fixed and distributed in monthly payments over a term of six years. All such payments were made by December 31,2009. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7824. Public record. Not legal advice.