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Judicial Watch • William B Shubb Financial Disclosure Report for 2007

William B Shubb Financial Disclosure Report for 2007

William B Shubb Financial Disclosure Report for 2007

Page 1: William B Shubb Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:11

Date Created:November 12, 2008

Date Uploaded to the Library:November 13, 2013

Tags:William B Shubb, Shubb, william, Market, 2007, INVESTMENTS, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 1978
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C. app . 101-111) Person Reporting (last name, first, middle initial) Shubb, William Court Organization District Court Date Report 04/25/2008 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) Senior District Court Judge  Sa. Report Type (check appropriate type) Nomination, Date Initial [l] Annual Final Reporting Period 0110112007 1213112007  
Sb. Amended Report Chambers Office Address 501 Street Suite 14-210 Sacramento, 95814 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT TES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (Reporti11g individual only; see pp. 9-13 filing i11structio11s.) [ZJ NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY 

[ZJ 

Date Report 
Shubb, William 
04/25/2008 
JIJ. N-JNVES TMENT ME. (Reporting individ11al and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income [ZJ NONE (No reportable non-investment income.)  
SOURCE AND 1YPE  INCOME (yours, not spouse's) Spouse's Non-Investment Income -If you were married duri11g any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 

IV. REIMBURSEMENTS -transportation, /odgi11g,food, e11tertain111e11t. 
(Includes those spouse and dependent children; see pp. 25-27 offiling instructions.) 

[ZJ  NONE (No reportable reimbursements.) SOURCE DATES LOCATION  PURPOSE  ITEMS PAID PROVIDED 

Date Report 
Shubb, William 
0412512008 
V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
l2J NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VJ. LIABILITIES. (Includes those spouse and dependeflt children; see pp. 32-33 filing instructions.) l2J NONE (No reportable liabilities.) 
VALUE CODE 

Date Report 
Shubb, William 
04/25/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, tra11sactio11s (Includes those spouse and depe11de111 children; see PP 14-60 filing instrucnons.J 
NONE (No reportable income, assets, transactions.) 

Description Assets 
(including trust assets)
Gross val atnd 	Transactions during reporting period 
reporting period 
Income during 
reporting period 
-1 -I,Date T--lde;of
-1ie.g.,
Code2 buy, sell, Monthbuyer/seller 
Amo! Type (e.g., 
Code
(A-H) int.) Place "(X)" after each asset 
exempt from prior disclosure 
Method
Code
(Q-W) 
Code
(J-P) 

(J-P) 

Day
redemption) 

(A-H

(ifprivate
transaction) BANK ACCOUNTS Bank America (Checking)  Interest Bank America (Maximizer)  Interest !st Community Credit Union  Interest ANNUITIES American Skandia  None Venture Annuity  None  
10.  
11. LIMITED PARTNERSHIPS Municipal Mo1tg. Equity  
12.  Dividend  
13.  
RAYMOND JAMES IRA 14.  
Government Strips 15.  None Dividend 
Capstead Mo1tgage 16.  
17. Bank Dep. formerly known Heritage Cash Trust  IRA  Dividend 
Income Gain Codes: 	A=$ ,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,00 -$15,000 E=$l5.00l -$50.000 (See Columns and D4) F=$50,00 -$l 00,000 =$100,001  $1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 
Value Codes =$15,000 less =$15,001 -$50,000 L=$50,00l -$100,000 =$100,00 -$250,000 (See Columns and D3) 

N=$250,001  $500,000 =$500,001 $1,000,000 $1,000,001 -$5,000.000 =$5,000,00  $25,000,000 =$25.000,001  $50,000.000 =More than $50,000,000 Value Method Codes =Appraisal ooCost (Real Estate Only) =Assessment =Cash Market (See Column C2) U=Book Value =Other =Estimated 
Date Report 
Shubb, William 
04/25/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
-  =---1 Incom!during Gross vale end duri reporting period 
(including trust assets) reportmg penod reporting penod --(!) 
(5) Place "(X)" after each asset IAmount Type (e.g., Value Type Date Value Gain Identity
Value 
Code
exempt from prior disclosure div., rent, Code Method buy, sell, Month -Code Code buyer/seller (A-H) mt) (J-P) Code redempllon) Day (J-P) (A-HJ (if private (Q-W)  transaction) 
.... l--------'-------L-__. ..J___________ ...J... ________ j______ J____ -----  ----- 
18. RAYMOND JAMES ACCOUNT 
Heritage Cash Trust Municipal Dividend 
20.  Evergreen Strategic Muni Fund  Dividend  
21.  Franklin High Yield Muni  Dividend  
22.  Seligman Yid Muui, formerly  Dividend  
Seligman Tax Exempt  
23.  Van Kampen Yld Muni  Dividend  
24.  
25.  RAYMOND JAMES ACCOUNT  
26.  Heritage Cash Trust Municipal  Dividend  
27.  Alliance Muni Income lns'd  Dividend  
28.  Franklin Income Fund  Dividend  
29.  Franklin Strategic Income Fund  Dividend  
30.  Highland Capital Floating Rate  Dividend  
31.  Oppenheimer Senior Fltg Rate  Dividend  
32.  Van Kampen Equity Income Fund  Dividend  
33.  TL!  Dividend  

EVF Dividend 
-- =$1.000 orJess B=$1,001-$2,500 =$2,501 -$5,ooo -----! (See Columns and 04) =$50.001  $100,000 G=$J00,001-$!,000,000 =$1,000,001-$5,000,000 =Morethan$5,000,000 Value Codes =$15.000 Jess =$15,001 -$50,000  L=$50,001-$J00,000  M=$100,001-$250,000  
f,See Columns and D3) =$250.001  $500.000  0=$500,00J -$1,000,000 -$1,000.001. $5.000.000 =$5,000,001-$25.000,000 =$25.000,00 $50.000.000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2) Book Value =Other =Estimated  

Name Person Reporting 
Date Report 
Shubb, William 
04/25/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (Includes those spouse and dependent children; see PP 3uo filing instructions.) NONE (No reportable income, assets, transactions.) 
Income during 
Description Assets 
Gross value end Transactions during reporting period reporting period
1------
(including trust assets) 
Place "(X)" after each asset exempt from prior disclosure reporting period Type (e.g., 
,'- 

---/ (2J -,I 
(2)

(l) (I) (2) 

Identity 
buyer/seller(ifprivte 
[Amount (A-H) 
Value (J-P) 
Value 
Method 


Type (e.g., Date buy, sell, Month redemption) 
Value Gam int) 
Code Code

Code
(Q-W) 
Day (J-P) (A-HJ
J_______ !_____L_____, 
____L__ 
-_______l
------ 

1--------------- Income Gain Codes: (See Columns and 04) Value Codes (See Columns and D3) =$1.000 less =$50,00 -$100,000 =$15,000 less N=$250,001 -$500,000 =$1.001 -$2,500 =$100,001 -$1,000,000 K=$15.001 -$50,000 =$500,001 -$1.000,000 =$2,501 -$5,000 =$1,000,001 -$5,000,000 L=$50,001 -$100,000 =$1,000.001 -$5,000,000 =$5,001 -$15,000 =More than $5,000,000 =$I 00,00 -$250,000 =$5,000,001 -$25,000,000  E=$15,001 -$50,000 =$25.000.00 -$50,000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2)  U=Book Value =Other  W=Estimated  

Name Person Reporting 
Date Report 
Shubb, William 
04/25/2008 
VII. INVESTMENTS and income, vatue, tra11sactio11s r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; 
NONE (No reportable income, assets, transactions.) 
Gross value end 
II, 
(3) p4)-'1 
Identity
div.,
rent, Code Code buyer/seller 
Transactions during reporting period 
Description Assets 
reporting period 
Income during 
(including trust assets) 
Place "(X)" after each asset exempt from prior disclosure reporting period 
Amount
Code 

Type Type (e.g., Value Date

Value Value Gain

Code Method buy, sell, Month ___
52. Apache Corp.  Dividend  
53. Sempra Energy  Dividend  
54.  
55. IRA/ROLLOVER ofHR-10  
56. Bank Sweep Acct.  Dividend  
57. Equally Weighted SP 500  Dividend  
58. Dividend Growth Fund  Dividend  
59. JPM International Value Fund  Dividend  BUY  10/29  
60. Abbot Labs  Dividend  
61. formerly American Tel Tel  Dividend  BUY  10/29  
62. Boeing  Dividend  
63. B1istol Meyers  Dividend  
64. Chevron  Dividend  
65. Cisco  Dividend  
66. Coca Cola  Dividend  
67. Comcast  Dividend  
68. Conoco  Dividend  BUY  04/04 Income Gain Codes: $1.000 less $1,001 -$2,500 $2,501 -$5,000 $5,00 -$15,000 $15.00 -$50,000  
(See Columns and D4) $50,001 -$100,000 $100,001 -$1.000,000 $1,000,00 -$5,000,000 More than $5,000.000 Value Codes  J$5,000or less $15,001 -$50,000  L$50,00J -$100,000 $I 00,001 -$250,000  
(See Columns and D3) $250,001  $500,000 -$500,001 -$1,000.000 $,000,001-$5,000,000  P7, $5.000.001 -$25,000,000 $25.000.00I -$50,000.000 More than $50.000,000 Value Method Codes =Appraisal Cost (Real Estate Only) ""Assessment ==Cash Market  
(See Column C2) ""Book Value Other Estimated  

Date Report 
Shubb, William 
04/25/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets  
Income during Gross value end Transactions during reporting period
(including trust assets) reporting period reporting period 
(!)
.-(ll----(2)-I 
Type (e.g.,
Type (e.g., Date Value Gain Identity

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

buy, sell, Month Code Code 

buyer/seller
Code Method

(A-H) (J-P) redemption) 
Day (J:
 J__ ;;;;;:?_ int) 
69. Pont  Dividend  BUY  04/04  
70. General Electric  Dividend  
71. Hew Jett Packard  Dividend  
72. Intel  Dividend  
73. IBM  Dividend  
74. Johnson Johnson  Dividend  BUY  04/04  
75. Alcatel-Lucent, formerly known Lucent  Dividend  
76. Microsoft  Dividend  
77. Sempra Energy  Dividend  
78. Walt Disney  Dividend  
79. Yum Brands  Dividend  
80. Zimmer Holdings  Dividend  
81. CORTS -BMY Squibb 8-1-97 (KNR)  Dividend  
82. Capital Sr. Notes 2/18/33 (GED)  Dividend  
83. Capital PINES 6/28/32 (GEA)  Dividend  
84. GECC 6.1 PINES 11/15/32 (GEC)  Dividend  
85. Georgia Power Sr. Notes 1/15/45 (GAH)  Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000  
(See Columns and D4) =$50.001 -$100,000 =$100,001 -$1,000,000 =$1,000.001 -$5,000,000 =More than $5,000,000 Value Codes  J=$15,000or less =$15,001 -$50,000 =$50,001 -$100,000 =$I 00,001  $250,000  
(See Columns and D3) =$250,001 -$500,000 =$50.0.00I -$1,000,000 ,000,00I  $5.000.000 =$5,000,001  $25,000,000 =$25,000.00 -$50,000.000 =More than $50,000.000 Value Method Codes =Appraisal ooCost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other  

W=Estlmated 
Date Report
Shubb, William 
04/25/2008 

VII. INVESTMENTS and TRUSTS -income, vatue, transactions (Includes those ofspouse and dependent children; see PP 34-60 offiling
i11s1ruct1011s.J NONE (No reportable income, assets, transactions.) IB. T'' 
Description Assets Income during Gross value end oft' Transactions during reporting period 
(including trust assets) 

  
-m im-T(Jll-(4)1-J
reporting period reporting period -



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