Richard R. Clifton
2015Annual
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What was filed
105
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- American Judicature Society, Hawaii Chapter
- Hawan Public Radio
- Hawaii Women's Legal Foundation
- Ninth Judicial Circuit Historical Society
- Federal Judges Association
- Trusts #1 - #3
- Self-employed, dietitian consultant
As filed
First Hawaiian Bank savings — Interest
First Hawaiian Bank checking — Interest
Hawai Central Credit Union — Interest — Closed
Umv of Hawan FCU — Interest
Goodyear common — Int/Div
Hawaiian Electric Industries common — Int/Div
Brokerage acct #1 (MS) (H)
Echostar common — None
Dish Network C1 A common — None
IBM common — Int/Div
Real Networks common — None
Morgan Stanley Bank — Interest
Fidelity Growth & Income (IRA) — Int/Div
Fidelity Magellan Fund (IRA) — Int/Div
Oppenheimer Growth Fund A (IRA) — Int/Div
Brokerage acct #2 (T-CS) (H)
Ballard Power Systems common — None
Ciena common — None
Intel common — Int/Div
Charles Schwab Money Market Fund (X) — Int/Div
Raytheon common — Int/Div
Unitedhealth Gr Bonds (X) — Interest
Bank Hapoalim CD (X) — Interest
Discover Bank CD (X) — Interest
Amer Electric Power common (X) — Int/Div
Apple common (X) — Int/Div
BPPLC(X) — Int/Div
Chevron common (X) — Int/Div
Coca Cola common (X) — Int/Div
OSX common (X) — Int/Div
Duke Energy common (X) — Int/Div
Eh Lilly common (X) — Int/Div
Exxon Mobil common (X) — Int/Div
General Electric common { X) — Int/Div
Kraft Hemz common (X) — Int/Div
w. Microsoft common (X) — Int/Div
Mondelez Intl common (X) — Int/Div
Pfizer common {X) — Int/Div
United Technologies common (X) — Int/Div
Verizon common (X) — Int/Div
Wells Fargo common (X) — Int/Div
Berkshire Hathaway C1 A — None
Schwab US Large Cap (X) — Int/Div
Vimguard Dividend (X) — Int/Div
Vanguard Total Stock (X) — Int/Div
Fawrpomt Commun common {X) (bankrupt) — None
S10.
IRA acct #3 (TY (H)
Intel common — Int/Div
wc Microsoft common — Int/Div
Templeton Growth Fund class A — Int/Div
Charles Schwab Money Market Fund — Int/Div
Petroleo Brasileiro ADRF — None
Laudus U.S, Large Cap Growth Fund — None
American Century Equity Growth Fund — None
CREF Stock Fund — None
CREF Global Equities — None
IP Morgan Group Equity Index Fund A (for Kiyy
HR-10 and 401K accts (former law firm) Hy — Int/Div
American Funds AMCAP Fund
Oakmark Fund
RidgeWorth Small Cap Value Fund (HRI)
American Funds Wash Mutual Invs (HRY
PIMCO Total Return - Class D (HR-10)
Prudential Retirement Guaranteed Income Fund
Northwestern Mutual whole life — Int/Div
Northwestern Mutual extra ordmary life — Int/Div
Midland National whole life — Int/Div
Trust #21 (R) — Int/Div
Eaton Vance Mut Fds Tr
JPMorgan Str Inc Opp Fd
JPMorgan High Yield Fd Select
JPMorgan Short Duration Bond Fd Select
JPMorgan Limited Term Bond Fd Select
Highbridge Dynamic Comm Strg Fd Select
Ishares MSCI EAFE ECF
Ishares S&P Midcap ECF
SPDR S&P S00 ETF Trust
Vanguard Emerging Market ETF
Trust#2(D) — Int/Div
Eaton Vance Mut Fds Tr
JPMorgan Str Inc Opp Fd
JPMorgan High Yield Fd Select
JPMorgan Short Duration Bond Fd Select
JPMorgan Limited Term Bond Fd Select
Highbridge Dynamic Comm Strg Fd Select
Ishares MSC EAFE ECF
Ishares S&P Midcap ECF
Ishares Russell 1000 Value Index Fund
shares Russell 1000 Growth ECF
SPDR S&P S00 ETF Trust
Vanguard Emerging Market ETF
Trust #3 (K) — Int/Div
Eaton Vance Mut Fds Tr
JPMorgan Str Inc Opp Fd
JPMorgan High Yield Fd Select
JPMorgan Short Duration Bond Fd Select
JPMorgan Limited Term Bond Fd Select
Highbridge Dynamic Comm Strg Fd Select
Ishares MSC EAFE ECF
Ishares S&P Midcap ECF
Ishares Russell 1000 Value Index Fund
Ishares Russell 1000 Growth ECF
SPDR S&P S00 ETF Trust
Vanguard Emerging Market ETF
Director, American Judicature Society, Hawaii Chapter
Director (until June 30, 2015), Hawan Public Radio
Director, Hawaii Women's Legal Foundation
Director, Ninth Judicial Circuit Historical Society
Director & Secretary, Federal Judges Association
Trustee or co-trustee, Trusts #1 - #3
Spouse's income — 2015 — Self-employed, dietitian consultant
Part VII, Lines 19+: The brokerage account identified last year on Lmes 40-42 as Brokerage Account #4 was consolidated with and included as part of Brokerage
Account #2 in this report,
Part VII, Line 23: The entry for Charles Schwab Money Market Fund consists almost entirely of assets added by inheritance. The entry also includes a amall
amount that was previously in Brokerage Accounts #2 and former #4 (value category 1).
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.