# Carlos T. Bea > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/8054 ## Record - **Judge:** Carlos T. Bea - **Year:** 2011 - **Report type:** Annual - **Pages:** 9 ## Text FPA Associates, L.L.C, Newport Beach, CA — Distribution Frunklin Templeton CA Tax Exempt Fund — None — Closed — Note 4 mm Part VII Vanguard CA Tax Exempt Money Market — None — Closed — Note 4 in Part VII Banco Santander — Interest — Open — Note 5 mm Part VII Trees (Spain) — None — Sold (part) — Note 6 mm Part VII UBS Money Fund, Inc. Deposit AX — Interest AT&T, Inc — Int/Div — Buy (add'l) Blackrock. Inc — Int/Div — Sold Caterpillar, Inc — Int/Div Chevron Corp. — Int/Div Cisco Systems, Inc — Int/Div — Sold Coca Cola — Int/Div — Buy Comerica. Inc — Int/Div — Sold Cummins. Inc — Int/Div — Sold Cummms, Inc — with line 15) Dodge & Cox Stock Fund — Int/Div EMC Corp. MASS — None Exxon Mobil Corp — Int/Div Fifth Third Bank Corp. — Int/Div — Sold Freeport McMorun Copper & Gold Inc — Int/Div IShares Inc. MSC Switz Index Fund — Int/Div IShare S&P Global Tele Index Fund — Int/Div Google Inc. CL A — Int/Div — Sold McDonalds Comp — Int/Div — Sold (part) McDonalds Corp — with Ime 25) Merck & Co. Inc. New COM — Int/Div — Sold Mosaic Co — Int/Div — Buy Occidental Petroleum — Int/Div — Buy Pepsico Inc — Int/Div — Buy Phzer. Inc — Int/Div Phazer. Inc — with line 31) Philip Morris — Int/Div — Buy Polo Ralph Lauren Corp — Int/Div — Sold Potash Corp — Int/Div — Buy Procter & Gamble — Int/Div — Buy Range Resources — Int/Div — Buy Quinstreet, Inc. Com — None — Sold Talisman Energy — Int/Div — Buy Vale SASP SPON ADR — Int/Div YUMI Brands, Inc — Int/Div Currency Shares Swiss Franc Trust SHS — None Currency Shares Japanese Yen Trust SHS — None SPDR Lehman International Tresasury Bond — Int/Div — Sold SPDR Gold Trust — istmbution — Buy (add'l) Trust I: IShares S&P Global Telecommumications — Int/Div — Sold (part) — Note 2 mn Part VII Trust I: Dodge & Cox Stock Fund — Int/Div — Buy — Note 2 in Part VII Trust 1: SPDR Gold Trust — None — Buy — Note 2 mm Part VIII Trust 1: SPDR S&P 500 — Int/Div — Buy (add'l) — Note 2 m Part VII Trust 1: UBS Money Market — Interest — Open — Note 2 in Part VII Trust 2: OE — istmbution — Buy — Note 3 in Part VII IRA Traditional: UBS Bank Deposit — Interest IRA Traditional: Ishares, Inc. MSCI Switz Index Fund — Int/Div — Sold IRA Traditional: Dodge & Cox Stock Fund — Int/Div — Sold (part) IRA Traditional: US Treasure TIP — Interest IRA Rollover: UBS Bank Deposit — Interest IRA Rollover: Ishares Inc. MSCI Switz Index Fund — Int/Div — Sold IRA Rollover: Dodge & Cox Stock Fund — Int/Div — Sold (part) IRA Rollover: US Treasure TIP — Interest Agreement — 11/23/1990 — Judges Retirement Systems, State of Califormia (PERS) Agreement — 1/2311990 — City and County of San Francisco Deferred Compensation Plan { Aetna) Reimbursement — Federalist Society — 01/28-29/11 — Simi Valley, California — Moderate panel — Travel, hotel, and food Reimbursement — USD Law School — 03/02-03/11 — Sun Diego, Calitormia — Moot Court — Travel, hotel, and food Reimbursement — Federalist Society — 10/19-22-11 — Washington, DX — Moderate panel — Travel, hotel, and food Income — 2011 — S70.368.00 Note 1: Assessed value of [0 was determined by the Los Angeles County Assessor's Appeal Board. Note 2: Items are part of martial trust] accidently Teft off of prior reports, Note 3: Item is part of generation skipping trust accidently left off of prior reports. Note 4: These funds was closed in 2010 and reported here in 2011. Note 5: Banco Santander (Spain) has been open for a number of years with minimal amounts, but in 2011 deposits were made from sales of trees. Note 6: Trees (Spain) located on land (acquired 1959) were sold in 2011. Some of funds were deposited in Banco Santander. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8054. Public record. Not legal advice.