# Carlos T. Bea

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8595

## Record

- **Judge:** Carlos T. Bea
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 12

## Text

Banco Santander — Interest — Note 2, Part VII
Trees (Spain) — None — Note 3, Pare VII
UBS Money Fund, Inc. Deposit AX — Interest
Dodge & Cox Stock Fund — Int/Div
Ishares Core High Dividend — Int/Div — Buy (add'l) — Change
Shares MSC Frontier Fund 100 — Int/Div — Sold
California St Gen Oblig 5%, due 04/01/20 — Interest
California St Pub Works. 5%. Due 04/0120 — Interest
Cupertino Cal 5%, Due 08/01/20 — Interest
East Baay Ca Mud Water 4%, Due 06/01/21 — Interest
San Ramon Valley Cal 4%, Due 08/01/21 — Interest
Califormia Pub Works 5%. Due 10001721 — Interest
State of California 5%, Due 10/01/21 — Interest
Los Angeles CA 5%, Due 06/01/22 — Interest
Napa Valley Ca 4%. Due 08/01/22 — Interest
Huntington Beach CA 5%, Due 08/01/22 — Interest
California St Pub Works 5%. Due 03/01/23 — Interest
San Francisco CA 5%. Due 06/15/23 — Interest
Huntmgton Beach CA 5%, Due 08/01/23 — Interest
Los Angeles CA 5%, Due 07/01/24 — Interest
Santa Clara CA 5%. Due 08/01/24 — Interest
California Infrastructure 5%. Due 10/01/24 — Interest
Los Angeles CA 5%. Due 07/01/25 — Interest
Pacific Grove CA 5%. Due 08/01/25 — Interest
Ukiah CA 4%. Due 08/01/25 — Interest
University of CA, 5%, Due 05/15/26 — Interest
Bay Area Water Supply, 5%, Due 10/01/26 — Interest
San Mateo CA 5%. Due 06/01/27 — Interest
Alameda County CA 5.250%, Due 12/01/27 — Interest
California St 5%. Due 08/01/28 — Interest
Bakersfield 5% Due 09/15/28 — Interest — Buy
California St 5%. Due 1101/28 — Interest — Buy
Los Angeles CA 5%, Due 08/01/29 — Interest — Buy
Napa Valley 5%, Due 08/01/29 — Interest — Buy
State of California 5.25%, Due 10/01/29 — Interest
Northern Ca Pwr 5%. Due 0701/30 — Interest — Buy
Franklin Global Bond Fund — Int/Div
Frunklin CA High Yield Muni — Int/Div
Alphabet Inc CL A — None
Altria Group — Int/Div — Sold (part)
Apple Inc — Int/Div — Sold (part)
Berkshire Hathaway — None — Sold (part)
Blackrock Inc — Int/Div
Bristol Myers Squibb — Int/Div — Sold
CA Inc — Int/Div
Carmval Corp — Int/Div — Sold (part)
Chevron Corp — Int/Div — Sold (part)
Cin Fmancial Corp — Int/Div — Buy (add'l)
Cisco Systems — Int/Div
Coca Cola Co — Int/Div
Cognizant Tech — None — Sold (part)
Communications Sales & Leasing — Int/Div — Sold
Conoco Phillips — Int/Div — Sold
Core Laboratories — Int/Div
Corrections Corp of America — Int/Div — Sold
Diageo PLC — Int/Div — Buy
Domimion Resources — Int/Div
Duke Energy Corp — Int/Div
Express Scripts — None — Sold (part)
Fastnal — None — Buy
General Dynamics — Int/Div
General Electric — Int/Div
General Mills — Int/Div — Buy
H&R Block — Int/Div
Hasbro Inc — Int/Div — Sold (part)
Intel Corp — Int/Div — Sold (part)
Kinder Morgan — Int/Div — Sold (part)
Kraft Heinz Co — Int/Div — Buy (add'l)
LKQ Corp — None — Sold (part)
Lilly Ely & Co — Int/Div — Sold (part)
Lowes Companies — Int/Div — Sold (part)
MAT Bank — Int/Div — Sold
Mead Johnson Nutrition — Int/Div — Sold (part)
Merck & Co — Int/Div — Buy
Microsoft Corp — Int/Div — Buy (add'l)
Mosaic Co — Int/Div
Newmarket Corp — Int/Div — Buy (add'l)
Norfolk Southern — Int/Div
Paypal Holdings — None
Paychex Inc — Int/Div
Perigo Co — Int/Div — Sold
Phizer nc — Int/Div — Sold (part)
Priceline Group Inc — None — Buy (add'l)
Qualcomm Ing — Int/Div — Sold (part)
Reynolds American Inc — Int/Div — Sold (part)
Ross Stores — Int/Div — Buy
Ross Stores — Sold (part)
Schlumberger Ltd — Int/Div — Buy (add'l)
Schlumberger Ltd — Sold (part)
Schwab, Charles — Int/Div — Buy
Stericycle Inc — None — Sold
TIX Cos — Int/Div — Buy
Tractor Supply — Int/Div — Buy
Tractor Supply — Sold (part)
Treehouse Foods — None — Buy
Verizon Communications — Int/Div — Buy (add'l)
Verisk Analytics — None — Sold
Visa Inc — Int/Div
Wells Fargo & Co — Int/Div — Buy (add'l)
Wells Fargo & Co 6% perferred — Int/Div — Sold
IRA Traditional: UBS Bank Deposit — Interest
IRA Traditional: UBS Bank Deposit — Interest
Managing member
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 — 1030-31716 — Sumi Valley, California — Moderate panel — Travel, hotel and tood
Reimbursement — Federalist Society — 03/31-04/01/16 — Phoenix, Az — Moderate panel — Travel, hotel and food
Reimbursement — Federalist Society — 1116-1916 — Washmgton D.C — Moderate panel — Travel, hotel and food
Reimbursement — UCLA Law School — dI6 — Los angeles, Ca — Judge moot court — Travel and food
Note 1: Assessed value of I LLC. was determined by the Los Angeles County Assessor's Appeal Board.

Note 2: Banco Santander (Spain) has been open for a number of years with minimal amounts,

Note 3: Trees (Spain) located on [| land (acquired 1959).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8595. Public record. Not legal advice.