Annual financial disclosure for 2012, filed July 9, 2012. Includes 78 assets and 1 liabilities.
| Asset | Value |
|---|---|
33 Park Road #7 Burlingame, CA, US | $500,001 - $1,000,000 |
4305 American River Drive Sacramento, CA, US | $1,000,001 - $5,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo, California | mortgage | $500,001 - $1,000,000 |
620 Stonegate Drive S. San Francisco, CA, US | $250,001 - $500,000 |
American Century (IRA) Vista | $1,001 - $15,000 |
American Century (IRA) International Fund | $1,001 - $15,000 |
Ains Capital - Closed-end Mutual Fund | $50,001 - $100,000 |
Bank of America (Assets) | $15,001 - $50,000 |
Charles Schwab - Ascent Stock | $1 - $1,000 |
Charles Schwab - BlackRock Equity Dividend Fund (formerly Claris Corp Stock) | $1,001 - $15,000 |
Charles Schwab - Harbinger Stock | $1 - $1,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $15,001 - $50,000 |
Charles Schwab (Assets) | $1 - $1,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Charles Schwab (IRA) Schwab Money Market Fund | $50,000 - $100,000 |
Charles Schwab (IRA) Schwab Money Market Fund | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
Money Market (Charles Schwab Strategic) | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Pac-West Telecomm., Inc. Stock (Charles Schwab Trust) | $1 - $1,000 |
Schwab Investment Fund (Charles Schwab Trust) | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Charles Schwab Community Property Money Market | $100,001 - $250,000 |
Charles Schwab Money Market | $1 - $1,000 |
Charles Schwab Savings Plus (401k) Short-term Investment | $1,001 - $15,000 |
Charles Schwab Savings Plus International Fund | $15,001 - $50,000 |
Charles Schwab Savings Plus Large Cap Fund | $50,001 - $100,000 |
Charles Schwab America Stock | $1 - $1,000 |
Charles Schwab Discovery Holding Co. Stock | $1 - $1,000 |
DWS Emerging Market Mutual Fund | $15,001 - $50,000 |
Charles Schwab First Group | $1 - $1,000 |
Charles Schwab Christopher Graham-Field Health, PR Stock | $1 - $1,000 |
| $1 - $1,000 |
Charles Schwab Liberty Media Interactive Stock | $1,001 - $15,000 |
Charles Schwab Mphase Technologies, Inc. Stock | $1 - $1,000 |
Charles Schwab Schwab Value Money Market | $500,001 - $1,000,000 |
Charles Schwab Thematic Stock Trends | $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
City National Bank Account | $1 - $1,000 |
City National Bank Accounts | $1,001 - $15,000 |
Damos Shipping Co. | $15,001 - $50,000 |
Federal Thrift Savings Plan | $50,001 - $100,000 |
Fidelity EDU CA Guaranteed Option Fund | $50,001 - $100,000 |
Gabelli Asset Fund | $1,001 - $15,000 |
Gabelli Small Capital Growth | $15,001 - $50,000 |
Guardian (Whole Life Insurance) | $1,001 - $15,000 |
| $250,001 - $500,000 |
Nuveen California Ins Muni A Fund | $50,001 - $100,000 |
| $1 - $1,000 |
Rowe Price/WeiserConan - Book Value | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Schwab Searph Parturs II Stock | $50,001 - $100,000 |
Sterling Bank | $15,001 - $50,000 |
Sterling Bank | $100,001 - $250,000 |
Sterling Bank - Speier Family Partners (Assets) | $15,001 - $50,000 |
| $5,000,001 - $25,000,000 |
U.S. Bank - Speier Family Partners | $100,001 - $250,000 |
US Bank Accounts | $15,001 - $50,000 |
Vanguard (IRA) Explorer Admiral | $100,001 - $250,000 |
Vanguard (IRA) Growth Equity Fund | $100,001 - $250,000 |
Vanguard (IRA) International Growth Adm Fund | $250,001 - $500,000 |
Vanguard (IRA) International Value Fund | $100,001 - $250,000 |
Vanguard (IRA) Wellington Adm. | $100,001 - $250,000 |
Vanguard (IRA) Federal Money Market Fund | $1,001 - $15,000 |
VIRXSYS, Corp. VA, US | $50,001 - $100,000 |