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Judicial Watch • Richard A Paez Financial Disclosure Report for 2008

Richard A Paez Financial Disclosure Report for 2008

Richard A Paez Financial Disclosure Report for 2008

Page 1: Richard A Paez Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:10

Date Created:December 4, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Richard A Paez, Richard, 2008, INVESTMENTS, EPA, TRUSTS, Financial Disclosure, ICE, CIA, financial, income, Judge


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POSITIONS. (Reporting individual only; see pp. 9-13 ojjiling insrructions.) 
NONE (No reportable positions.) 
POSITION 	NAME ORGANIZATION/ENTITY Board Directors 	Western Justice Center Board Directors 	Association Business Tnal Lawyers 
........
(/) ..c
("") ::0 
r---: '--niC) :::-_; c:: 0c1>
(f) """-
II. AGREEMENTS, (Reporting ind1vid11al only; see pp. 14-16 ofjiling instructions.) 
:;o.:: NONE (No reportable agreements.) 	OJ> -rir-)> 
PARTIES AND TERMS
("") 9/98 	Cahfom1a Judges Retirement System-Defeired Retirement ...0 
fTl 
Paez, Richard 

Ill. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filer's Non-Investment Income 
12.J 	NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete tilis section. 
(Dollar amount not required except/or honorana.) NONE (No reportable non-investment income.) 
SOURCE AND TYPE 
2008 Cedars Sma1 Medical Cente1 

IV. REIMBURSEMENTS -transportation, lodging,footl, entertainment. (Include> those spouse and dependent children, see 25-27 offiling m;truct1om) NONE (No reportable reimbursements) SOURCE DATES ITEMS PAID PROVIDED GIFTS. (Includes those spouse and dependent children; see pp. 28-3 jilin11 instruction.:>l!'!i.'illlent =Cash Market  
(See Column C2) =Book Value =Other =[o;tm1o11ed ----- 

Name Person Reporting 
Date Report 
Paez, Richard 
06/12/2009 
VII. INVESTMENTS and TRUSTS -income, vu111e, transactions r1nc1"'1es those ofspouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Descnpt1on Assets 
(mcludmg trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure 

Income dunng repomng period Gross value end reporting period Transactwns dunng reporting period  
(I) Amount Code (A-H)  (2) Type g., div, rent, ml.)  (I) Value Code (J-P)  (2) Value Method Code (Q-W)  (I) Type (e.g. buy, sell, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gam Code (A-H)  (5) Identity buyer/seller (1f priva1e transaction)  

35. 
-Hartford Cap Appreciation Buy 01118 

36. 
-+lartford Cap Appreication Buy 11/17 (add'!) 

-Janus und Buy 10/02 

-------- Income Gain Codes ,000 Jess 1,00  S2,500 =S2,50 -$5,000 =$5,001  $15,000 =$15,00 -$50,000  
(See Columns ond 04)  F=S50,00I -$100,000 =SI 00,001 -SI .000,000 =$1,000,001 -S5.000,000 =More than $5.000,000 Value Codes =$15,000 less =$15,001 -550.000 =550.00I -SI 00,000 =$100,001 -$250,000  
(See Columns and DJ) =$250,00 -$500,000 =$500.00 1,000,000 1,000,00I -S5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More-lhan $50,000,000 Value Method Codes =Appraisal =Col (Real Estale Only) =A.essment =Cash Market  
(See Column C2) =Book Value  V=01her =Es11maled  

Name Person Reporling 
Date Report 
Paez, Richard 
06/12/2009 
VII. INVESTMENTS and TRUSTS -income, vo/111!, transactions r111c111des t1tose spouse and dependent children; see PP 34-60 filing ins1ruc1ions.J NONE (No reportable income, assets, transactions) 
Descnplion Assets (mcludmg trust assets) 
------,-------
lncomc durmg Gross vnl11c end Transactions dunng reponing period 
reporting pcuod reporting pcnod 
(4) 
(5)
(3)
(2)
(2) (I) 
(2) 
(I) 
Gam
Value 
Value 
Date 
Value 
Identity 
Amount 
Type 
Place "(X)" after each asset 
Type(cg, 
Code 
div, renl, 
Code 
Code
Month 
buyer/seller
Code 
Method 
buy, sell, 
exempt from prior disclosure 
(A-H) 
Day int) 
Code 
redemption)
(J-P) 
(A-H) 
(ifpnvate 
transaction)
(Q-W) 
52. Rowe Price Value Fund Advisor Buy 1/17 
-Selected Shares Buy 10/02 
54. 
-Selected Shares Buy 
11/17 
(add'I) 
-Fidelity Cap Income Buy 11/17 Income Gam Codes (See Columns and 04) =$1,000 less =$50,00 !00,DDD =Sl,001 -S2,501l =>100,00 1.000.000 =S2,501 -$5,000 1.DOO.DDI -S5.D00,DDD =$5,001 -$15,000 =More than SS,000,000 15,00 -SS0,000 Value Codes =$15,DOO less =$15.001 -$50.000 =SS0,001 -SI DO.ODO =$I D0,00 -$25D,DOD  
(See Columns and 03) =$250,0DI -$500,0DD =$500,DOI -SI .000,000 =S1.0D0,001 -$5,0DD.000 =$5,000, 001 -$25,0DO,ODD =$25,000.DDI -$5D,ODD,DOD =More 1han $50,DDO,ODO Value Method Codes (See Column C2) =Appraisal =Book Value =CosL (Real ElJle Only) =OLher =Jses::.menl =Cs11m.iled =Cash Markel ______  

VII. INVESTMENTS and TRUSTS -income, vu111e, transuc1io11s r1nc111t1es 111ose nfspouse and dependent children; see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactwns) 

Name Penon Rcpo1 tmg 
Date Report 
06/12/2009
Paez, Richarrl 

Part Vil Investments and Trusts (cont'd) 
 makes monthly contnbution her Cedars Sma1 Medical Center 40J(b) Plan. 
 F1dehty Portfolio Advisory Services manages  IRA 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app. SOI et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signal 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSI 
AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed origmal and additional copies to: 
Committee Fmancial Disclosure Administrative Office the United States Courts Suite 2-30 One Columbus Circle, N.E. Washington, 20544



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