# Charles G Case 2 > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/8431 ## Record - **Judge:** Charles G Case 2 - **Year:** 2011 - **Report type:** Annual - **Pages:** 10 ## Text 14 — Distribution Share accounts at Arizona Central Credit Union — Int/Div Bank of America deposit account — Int/Div Bank of America deposit account — Int/Div Trust (see next entry) 12 terest mn deed of trust on residential lot {comment 1) — None Trust 2 (see next entry) 1/2 terest m residential Jot (comment 2) — None First Credit Union deposit account — Int/Div West Fargo Bank (IRA cash equivalent account) — Int/Div DFA Intl Core Equity Fund — Int/Div — Sold — Market MatthewsAsian Grth and Income Fund — None — Sold (part) — Market MatthewsAsian Grth and Income Fund — Distnbuted — Market Matthews Asian Grth & Income Inst] (comment 4) — Int/Div — from line 12) — Market DFA Inflation Protected Securities Fund — Int — Sold (part) — Market DFA Inflation Protected Securities Fund — Buy (add'l) — Market DFA Intermediate Govt Fixed Income Portfolio — None DFA Intermediate Govt Fixed Income Portfolio — Buy — Market DFA US Large Cap Value Portfolio — Int/Div DFA US Targeted Value Portfolio — Int/Div — Sold — Market PIMCO Total Return Fund — Int/Div — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Sold (part) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market PIMCO Total Return Fund — Buy (add'l) — Market DFA International Small Cap Value Fund — Int/Div — Sold — Market DFA US Core Equity 2 — Int/Div — Sold (part) — Market DFA US Core Equity 2 — Buy (add'l) — Market DFA US Targeted Value Portfolio — None — Sold (part) — Market DFA US Targeted Value Portfolio — Sold — Market iShares S&P Global Energy Sector Fund — Int/Div DFA Emerging Markets Core Equity Portfolio — Int/Div — Sold (part) — Market Templeton Income Global Bond Advisor — Int/Div Matthews Intl Pacific Tiger Fund — None — Sold — Market iShares S&P S00 Index — Int/Div — Buy (add'l) — Market TD Bank NA — Interest Mutual Global Discovery Fund-Z (X) — hy Mutual Beacon Fund-Z (X) — Int/Div Loans to Trust 2 (comment 3) — Int/Div — Buy — 2 Loans to Trust 2 (comment 3) — Buy — 2 Loans to Trust 2 (comment 3) — Buy — 2 Loans to Trust 2 (comment 3) — Buy — 2 Loans to Trust 2 (comment 3) — Buy — 2 Loans to Trust 2 (comment 3) — Buy — 2 Powershares DB Oil Fund — None — Buy — Market Powershares DB Oil Fund — Sold — Market Powershares DB Comm Ind Fd — None — Buy — Market Powershares DB Comm Ind Fd — Buy (add'l) — Market iShares MSC Brazil Ind Fd — Int — Buy — Market al — Iistnbution DFA Select Hedge GIbl Fixed Income — Int/Div — Buy — Market SPDR Gold Tr Gold SHS — None — Buy — Market SPDR Gold Tr Gold SHS — Sold — Market DFA Sht Term Extd Quality — Int/Div — Buy — Market DFA Sht Term Extd Quality — Sold — Market DFA US Large Co Portfolio — Int/Div — Buy — Market Member, Board of Directors, International Insolvency Institute Member, Board of Directors, Harvard Glee Club Foundation Agreement — 111/172011 — Bloomberg Law; write chapters for treatise; compensated by the page in the same manner as non- judge authors Agreement — 611201 — Zanmichell Editore S.p A: penodic nommal royalties for a review of US law wrote for an ltahian legal treatise Reimbursement — American College of Bankruptcy — March 2011 — Washington, DC — attend annual meeting — travel and subsistence expenses Reimbursement — Clifford Chance and others — April 2011 — Pans, France — participate mn mtermational colloquium — travel and subsistence expenses Reimbursement — Lmversaty of Cologne — May 2011 — Cologne, Germany — participate m mtematonal colloquium — truvel and subsistence expenses Reimbursement — International Insolvency Institute — June 2011 — New York, New York — attend annual meeting — travel and subsistence expenses Reimbursement — American Bankruptcy Institute — September 2011 — Las Vegas, NV — Speaker at seminar — travel expenses Reimbursement — National Conference of Bankruptcy Judges — October 2011 — Tampy, FL — arrend annual meeting — travel and subsistience expenses Income — 12/312011 — Zamichelli Editore, royalties tor 2011 — $200.00 Spouse's income — 2011 — State of Anzona Salary 1. Trust | was established in 1995. | am a co-trustee and beneficiary. It acquired the deed of trust in 2008 as explained in last year's report. The underlying property was sold in 2012 and the sale will be reported next year, However, the actual sales price is the basis for reducing the value of this item in 2011 as well as the lot described in line 8 of Part VII. 2. Trust 2 is a revocable trust of which 1 became trustee upon the death of the settlor/trustee in November 2010. All assets of the trust were sold and the proceeds distributed in 2012 and the trust closed. These events will be reported on the 2012 form. 3. I'made loans to Trust 2 for the upkeep of the trust property pending sale. These are listed as "Buy". All loans were repaid in 2012 and will be reported then. 4. This transaction is described mn my records as a "non taxable exchange” from the Fund on Line 11 to the Fund on Line 13, leaving only a holding in the Fund on line 13 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8431. Public record. Not legal advice.