Irma E Gonzalez Financial Disclosure Report for 2009

8/3/2019 Irma E Gonzalez Financial Disclosure Report for 2009

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ao to FINANCIAL DISCLOSURE REPORT R e p o r t R e q u i r e d b y t h e E t h ic s in GovernmentAct qf l978R e v . 1 / 2 0 t O F O R C A L E N D A R YEAR 2009 0 u . s . c , a p p . . ~ , ~ t O t - i l l )L P e r l o n R e p o r t i n g ( ] a s ~ n ~ m e , f ir s t , m i d d t c i n i ti a l ) Z Cour~ or O~ni~n 3, Dale o f Re ~GONZAL~, I ~ E. U.S. D istrict Cou~C alifomia 05/11/2010

4. ~f l e (A~icl I I I judg= ~i~e ~t i~ ~ ~nior s=~ ~ R~~gi~te j~ges ~di~tc ~11- or ~-Ii~) 01101/2~~ Nomi~, D a t eU.S. D~ct Judge- Active ~ Initial ~ Annual ~ Fill to~ ~31/20~5b. ~ A~n~d

7. C~m~ or O~ce Addr~ & O n t h em~lfl~l~ ~inlng thereto, It Ih in my oOn~ In ompllan~UNITED STATES COURTHOUSE with =ppll~ble~ F R O N T S T S T E 4 1 9 4SAN D I EGO CA 92101-8901 Rev~wing ~er D a t e .

I M P O R T A N T N O T E S : l~e instructions accompanying this form must be follow~l. Complete all parts,checking the NONE box for each part where . l~ou have no reportable informat ion. Sign on las tpage.

~ "NONE (No r e p oa ab &p os i t i on s .)~OSITION ~AME OF ORGAN~ATION/ENTIT~

1 . MemO, ~a~ of T~t~ California Western Sch~l of L aw

2. Member, B~rd of Di~m~ ~ C un~ Inc. , a Nonp~fi t O~ani~t ion

3. Mem~r, ~n Diego ~ of Gov~o~ (2~5 - pre~t [~ Paa VIlli) A~iation of Bus~s THai ~e~ (ABTL)

4. Mmber. ~n Diego B~rd of Dimcto~ (2~5 - p~nt [see Pa~t VIl l i ) Fed~l ~r Ass~iafion (FBA)

NONE (NO reportable agreements.) ~ ~ ~ ~

~ p~TIES AND TE~S ~~ ~ ~

2o


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FINANCIAL DISCLOSURE REPORT N ....t r,,o. R.~"t.gPage 2 of 7 G O N Z A L E Z , I RM A E .I

05/I | /2010

III. NON-INVESTMENT INCOME. tR,po~-~nat,id--t,~,n ~ t~-~ o/:t~ i~o~7A. Fi lers Non-Investment Incom e~-] NONE (/go reporcable non- im, esCme~! income. )

D A T E S O U R C E A N D T Y PE ( y o u r s , n o t s p o u s e s )I.2.3.

4.

B . S p o u s e s N o n - in v e s t m e n t I n c o m e - lf yo. ~,~ ,.o,,u~ ~,,s ~,~ porno, of ~S~ t~,portlng yt~r. ~omplet this(Dollar amount not r~luired except for honoraria.)--] N O N E (No r e p or t ab l e n o n - i n v e st me n t i n c om e . )

D A T E ~OURCE AND TYPEI. 2009 Partner in Law Firm of Jones Day

2.

3.

4.

IV. REIMBURSEMENTS -(Includes those to spouse and dependent children: see pp. 25-27 ,~fi l ing instm~ction$.)

N O N E ( N o r epo r ta b l e r e i m bur s em en t s . )SOURCE D A T E S ~ PU~OSE IT E M S P A I D O R P R O V I D E D

I.2.3.4.5.


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FINANCIAL DISCLOSURE REPORTPage 3 of 7 GON~LE~ IRMA ~ 05/llaOlO

V . G I ~ S . (l~lud~ ~o~ t~ ~use and de~ndent chl~; see~ 2S-31 of flling ln~u~on.~)NON E (No reportable

SOURCEI.2.3.4.

[] N O N E (No repotable liabilities.)

I.2.3.4.5.


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FINANCIAL DISCLOSURE REPORTPage 4 of 7 GO N Z A L E Z ~ I R M A E .

I05/11/20

VII. INVESTMENTS and TRUSTS -i.,o,~e.~ N O N E (No reportable income, gvsets, or transaction.).......................... X~ .......................... ] . . . . . . . . . . . ~ ........................

~f ipf ion of A~ts [ I~c d~ng G~s val~

/ (A-H) [ ~inL)i i~

2. Janus Mid-Cap F und (Mutual Fund) C Dividend M T Sold 03/02/09 L

3. Janus Overseas Fund (Mutua l Fund) C Dividend L T Bu y 03/02/09 L

4. Acorn Intl. State Bank & Trust (Mutual B Dividend L TFund)5. Franklin Templeton Mutual Discovery Fund B Dividend L T(Mutual Fund)6. AIM Investments (Money Market} B Divid(md K T

7. Fidelity Select Te lecommunications (Mutual B Dividend K TFund)8. Baron As.set Fund (Mutual Fund) B Dividend K T

9. Janus Olymp us Fund (Mutual Fund) B Dividend K T

1 0 . Janus G lobal L i fe Sciences (Mutual Fund)._ . B Divid~nd K . T ..................I I. Janus Contrarian Fund (Mutual Fund) B Dividend K T]2 . Qualcomm (Common Stock) A Dividend J T1 3 . Cisco (Common Stock) A Dividend .I T1 4 . AT&T (Comm on Stock) B Dividend J T15. Buffalo Smal l Cap (Mutual Fund) A Dividend K T1 6 , Wasatch Ultra Grow th (Mutual Fund) A Dividend K T1 7 . Royce L ow-Priced Stock (Mutual Fund) A Dividend K T


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FINANCIAL DISCLOSURE REPORT N a m e or |....on ~-I,m ant of ~,~. IIage S of 7 GO~L~ ~A E. 0 5 / ~ ~ 0 t 0N O N E (No reportable income, ~sets, or transactions.)

~ri~on of As~ ~ I~o~ dud~ O ~ s v a l u e ~ ~ ~ Tma~fio~ d~ng ~ning ~Pi~c(X)after~h~t /Ararat I Ty~ (e.g., Val~ I Value i ~e(c,g., / Date / Val~ [ Gain I l ~nf i~o f

/ (A-H ) [ orint.) ( J - P ) ~ ~3 I r~mpfi~) I / (J-F) [ (A-H) (ifprivt~

1 8 . Fi~l i~ L ow -Pf ic~ S t~k (Mura l Fund) B Dividend g T1 9 . Fidelity Growth Com pany (Mutual Fund) A Dividend K T20 . Fidelity Levcraged Company Stock Fund A Dividend K T(Mutual Fund)2 1 . Fidelity N ordic Fund (Mutual Fund A Dividend K T2 2 . Fidelity Select Energy (Mutual Fund) B Dividend K T23 . Fidelity Select Energy Services (Mutual B Dividend K TFund)2 4 . Fidelity Select Defense and Aerospace C Dividend K T(Mutual Fund)25 . Fidelity Select Environmental Services B Dividend K T(Mutual Fund)2 6 . Fidelity Select Natural Resources (Mutual B Dividend K TFund)27. Fidelity Select utilities FundiMgtual Fund) _.-A.._ Dividend .. L ........T ...........28 . Fidel ity Selec t Telccom Fund (Mutua l Fund A Dividend K T29 . Aberd~n Asia-Pat Prime (FAX) (Common A Dividend K TStock)3 0 . AT&T (T) (Common Stock) A Dividend J T3 1 . Southern Co. (SO) (Common S tock) A Dividend J T32 . F5 Networks (FFIV) (Common Sto~k) A Dividend J T


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|FINANCIAL DISCLOSURE REPOR T N.m. of r..o..,po.iu ~ | D.~ of . ,~.Page 6 of 7 ~ o N z ~ u ~ : z , I R M A E. l0 5 / | 1 / 2 0 1 0

VIII. ADDITIONA L INFORMAT ION OR EXP LANAT IONS. a~ , .~ , -o:~o ,o ,~P a r t 1 . P~sitioas

I was unsure w hethe r I needed to list being a Board membe r of ABTL and FBA. I w as asked to be on the Board of both o rganizationsas a result of becoming chief judge, i was also unsure whetber these bar organizations were covered under the "FinancialDisclosure Instructions."Part VII. Investments and TrustsItem 2 - The value w as misstated as "L" on the 20 08 repo rt when, in reali ty, it was "M"

Item 3 -- Sold or transferred part of Janus Mid-Cap Fund (Item 2 ) into Janus Overseas Funditem 5 - Mutual Fund added "Franklin Tcmpleton" to nameItem 7 -- Mutual Fund changed name from Fidelity "Investments" fo Fidelity "Select Te lecommu nications"Items 20 , 2 I, 27 and 28 - Identified each as a "Mutual Fund"


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FINANCIAL DISCLOSURE REPOR TPage 7 of 7 G O N Z A L E Z , m M A r . 0 5 / I 1 / 2 0 ~ 0IX. CERT IFICAT ION.

! cert i fy that al l information given above (including information pertaining to m y spouse and minor or dependent ch i ldren, if any) Isaccurate, t rue, and comp lete to the best of my know ledge and bel ief, and that any Information not reported was w ithheld because i t me t appl icable ~tatutoryprovixionz p ermit t ing non-disclozure.

I further cert i fy that earned income from outside employm ent and honoraria and the acceptance of gifts which hav e been rep orted are incomp liance with the provis ions of 5 U.S.C. app. 50 1 eL seq , 5 U.S.C. 7353, and Judicial Conference regolat iont .

N O T E : A N Y I N D I VID U A L W H O KN O W I N G L Y A N D W I L FU L L Y FA L S IFI E S O R FA I L S T O FI L E T H IS RE P O RT M A Y B E S U B J E CT T O CI VI LAND C RIMINAL SANCTIONS (5 U.S .C. app. 104)

FILING INSTRUCTIONSMail signed original and 3 additional copies to:

Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Colu mbu s Circle, N.E.W ashington, D.C. 20544

Irma E Gonzalez Financial Disclosure Report for 2009

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