Claudia Wilken Financial Disclosure Report for 2009
Category:Financial Disclosure
Number of Pages:7
Date Created:November 5, 2013
Date Uploaded to the Library:November 13, 2013
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Government Act 1978 Rev. mOlO FOR CALENDAR YEAR 2009 u.s.c, app. 10m11) Person Reporting (last name, first, middle mitlal) Cou.rt Organization Date Report W1LKEN. CLAUDIA USDC FOR THE DIST CALIF 05/15/2010 "lltle (A~lic]e III judges indmate active senior stalus. 5a. Reporl Typ~ (check appropriate type) Rel~,rtlng Period maglsttate judges indicale full- part-lime) Nommatton, Date 01101/2009 DISTRICT JUDGE, ACTIVE lmt,al Annual Final ~3112009 5b. Amended Report Chambers Office Address the ba.~is the information contained this Report and anymodifications pertaining thereto, is, opinion, compliance 1301 CLAY STI~EET with applicable laws and rcgulations. OAKLAND, 94612 Reviewing Officer Date IMPORTANT NOTES: The instructions accompanying this form mu~t followed. Complete all part~, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. eRemaog i.~,.~t o~y; ,ee ,~. ~-~ fihng instructions.) [---] NONE (No reportable positrons.) POSITION NAME ORGANIZATION/ENTITY TRUSTEE TRUSTEE TRUST TRUST II. AGREEMENTS. (Reporting indiv,dual only; NONE (No repo~able agreements.) PARTIES AND TE~S III. NON-INVESTMENT INCOME. cRepo,~,g ~,aivid,~ ~,a ....; see pp. 17-24 filing instructions.) Fliers Non-Investment Income NONE (No reportable non-investment income.) DATE SOURCE AND TYPE INCOME (yours, not spouses) Spouses Non-Investment Income -tf you ,,,,~ married during any portlon the reporting year, complete this section. (Dollar amot~nt not required e~cept for ]~onorarta [-~ NONE (No reportable non-investment income.) DATE SOURCE AND TYPE 2009 SALARN FROM GOVERNMENT EMPLOYMENT 2009 DISTRIBUTION FROM FORMER LAW PRACTICE IV. REIMBURSEMENTS (Includes those ~pou~e ~ dependent children: see pp. 25-27 fih~g tnMructton$ NONE (No reportable reimbursements.) DAT~ LOCATION PUR~SE ITEMS PAID PROVIDED GIFTS. (Includes those ap ...... dependent children; see pp. 28-31 fihng instructions.) NONE (No reportable gifts.) S__Q_U_R__C~ DESCRIPTION VALUE ~__~ NONE (No reportable liabilities.) CRED1TOI~ DESCRIPTION VALUE CODE VII. INVESTMENTS and TRUSTS ........ t,,e, ..... lions (Includes those spouse and dependent children; see pp. 34-60 fihng in~trucnom.) NONE (No reportable income, assets, transactions. Description Agsels Income daring (including trust asse~s) reporting period Gros~ value end reporhng period Transacuons during reporling pertod Place "(X)" after each axset exempt Irom prior digclo,~ure ~_....................... Amount Code (A-/l) "l.vpe dw, renl, Io~) Value Code O-P) Value Melhod Code (Q-W} Type buy, sell redempnon) Dale VaJue mm/dd/yy Code (J-P) .... Gain Code (A-H) Idcnnty buyertseller (ifprwate Wells Fargo Bank accounts Interes! Schwab Tsy Money Dtvldend Schwab Mum Money Dividend IRA Wells Fargo Advuntage GovF Dividend IRA F~dchty Equtty Income Dividend IR,~ Dreyfus International Stock Index IRA #1: Dreyfus Small ~:ap Stock Index Dw~dend D~vidend IRA #2: Schwab T~y Money Divtdend IRA #2: ~cl~wab ValuTAdvantage Div,dend IRA #2: Dodge Cox Income Divtdend IRA #2. Dreyfus International Stock Index 12. IRA #2: Fidehty Magellan Dr,,idend Divtdend Sold 06/02t09 IRA #2: Janu,, Fund Dw~dcnd 14. IRA #2: Vanguard 5~) Index I~A #2: Wells Fargo Advantage Govt Sec D~videud Diwdend Buy (addl) 06/03109 IRA #2: ]shares Russell 20(~ Dividend IRA #2" lshares SP Midcap Index Dividend ~.,~, P,,~o. a~.~.~ VIL I~STMENTS and TRUSTS ........ ..... ~o~ ~.~. ,~o,~ NONE (No reponable income, assets, transactions.) .............. .......................~ ..............~ .................................................. Description Asse~s Income dunng Gro~s value end T~sact~ons d~ing re~ing(mctuding ~st asse~) ~por~mg pefi~ repu~mg period Plae "(X)" ~leI each ass~l Amounl Type Value Value (A-H) ml) (J-P) Code redcmpUon) (J-P) (A-It) Schwab Value Advantage Dividend 19. Schwab Tsy Money Diwdend Buy 01/06/09 (addl) 20. Trust #3: Schwab 529 Aggressive 21. Trust #4: Schwab 529 Moderate NoneJ None Open :01116/09 VIII. ADDITIONAL INFORMATION EXPLANATIONS. ~naica,~ oyR~po,t) 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. h~rther 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. 501 et. seq., U.S.C. 7353, and Judicial Conference regulations. NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRI_rViINAL SANCTIONS U.S.C. app. 104) FILING INSTRUCTIONS Mail signed original and additional copics to: Committee Financial Disclosure Adminislrative Office the United States Courts State 2-301 One Columbus Circle, N.E. Washington, D.C. 20544