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1 AOJO Rev FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2012 (5 U.SC. app ) I. Person Reporting (last name, first, middle initial) Court or Organization Rogers, Yvonne G. District Court for Northern District of California 05/08/20 13 Title (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time) Article JII Sa. Report Type (check appropriate type) D Nomination Date Initial Annual Final D [{ D Sb. Amended Report D 6. Reporting Period to 12/31/ Chambers or Office Address 1301 Clay Street Room 290C Oakland, California IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information. I, POSI'JI 0 NS. (Reporting individual only; see pp of filing instructions.) D NONE (No reportable positions.) POSITION NAME OF ORGANIZATION/ENTITY 1. Trustee Trust No II. AGREEMENTS. (Reporting individual only; see pp of filing instructions.) [{ NONE (No reportable agreements.) PARTIES AND TERMS I.
2 Page 2 of7 Ill, N 0 N-INVESTMENT IN CO ME. (Reporting individual and spouse; see pp of filing instructions.) A. Filer's Non-Investment Income D NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) I County of Alameda, California - Salary $5300 B. Spouse's Non-Investment Income - Jf you were married during any portion of the reporting year, complete this section. (Dollar amount nor required except.for honoraria.) D NONE (No reportable non-investment income.) SOURCE AND TYPE I McKinsey & Company - Salary IV. REIMBURSEMENTS --transportation, lodging,food, entertainment. (Includes those to spouse and dependent children; see pp of fil ing instructions.) D NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED I. American Law Institute Jan , 2012 Philadelphia, PA Council Meeting Transportation, Meals, Lodging
3 Page 3 of 7 V. GIFTS. (Includes those to spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE I. VJ. LIABILITIES. (Includes those of spouse and dependent children; see pp of filing instructions.) D NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE I. Citibank, N.A. McKinsey Partnership Shares Loan Pl
4 Page 4 of 7 VII. INVESTMENTS and TRUSTS -- income, value, transactions r1nc1udes those of spouse and dependent children; see PP of filing instructions.j D NONE (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets Income during Gross value at end Transactions during reporting period (including trust assets) reporting period of reporting period (I) (I) (2) (4) (2) (I) (2) (3) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of exempt.from prior disclosure Code I div., rent, Code2 Method buy, sell, mm/dd/yy Code2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) (J-P) (A-H) (if private (Q-W) transaction) (5) I. Citibank Checking and Money Market A Int./Div. M T Accounts Bank ofamerica Checking A Int./Div. K T Comerica - Checking None Closed 06/15/11 J Nationwide Inv. Destinations Moderately None Sold Aggressive Fund Wolver Hill Asset Management - Japan B Int./Div. Sold Hedge Fund (no control) 03/15/12 M 09/03/12 M 6. Trust No. I 7. -Vanguard Total International Stock Index E Dividend 0 T Buy 12/22/12 J 8. -Vanguard 500 Index Fund D Dividend 0 T Buy 03/22/12 J 9. Buy 06/22/12 J 10. Buy 11. Buy 1 -Vanguard Extended Market Index D Dividend N T Buy 1 -GC&H Investments, LLC (no control) Sold 09/22/12 J 12/22/12 J 03/22/12 J 06/28/12 J 1 -GC&H Investments (no control) Sold 06/28/12 K 1 -Vanguard IRA: Inflation Protect Sec Adm D Dividend M T Buy 16. -Vanguard IRA: Total Bond Market Index None M T Sold (variable annuity (part) 03/15/12 M 10/22/12 M 17. -Vanguard 500 Index Fund (retirement) A Dividend J T I. Income Ga in Codes: A =$1.000 or less B =$ $500 c =$501 -$000 D =$5,001 -$15,000 E =$15,001 -$ (Sec Colurnns Bl and 04) F =$ $ G =$ I -$ Ill =$ $ =More than $000,000 Value Codes J =$1000 or less K =$1001 -$ L =$50.00 I -$ M =$ I $ (Sec Columns Cl and D3) N =$ $ =$ $ Pl =$ $ P2 =$ $25,000,000 1'3 =$ $ P4 =More than $ Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (Sci: Colurnn C2) U =Uook Value V =Other W =Estimated
5 Page 5of7 Rogers, Yvonne G. 05/08/2013 VII. INVESTMENTS and TRUSTS -- income, vatue, transactions r1nc111des those of spouse and dependent children; see PP of filing instructions.; D NONE (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets Income during Gross value at end Transactions during reporting period (including trust assets) reporting period of reporting period (2) (I) (2) (2) (3) (I) (1) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of exempt from prior disclosure Code.I div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) (J-P) (A-H) (if private (Q-W) transaction) 18. -Vanguard Moderate Growth Port - None M T Age-Based Vanguard 529-Aggressive Growth Port - None M T Age-Based Vanguard 529 -Aggressive Growth- Port None M T Age-Based Vanguard Money Market Account A Dividend J T 2 -Wells Fargo Money Market Account A Interest 0 T 2 -Rental Prop, San Antonio, TX (assessment D Rent L s 12/12: $94,000) 2 McKinsey & Company Special Situations None Pl T Buy 12/22/12 N Aggressive Long-Term 2 McKinsey & Company Supp. Retirement None N T 26. Judicial Retirement System II None Closed 27. McKinsey Partnership Shares B Dividend Pl u 28. Vanguard High Yield Corporate - VWEAX B Dividend M T Buy 10/22/12 M I. Income Gain Codes: A =$1,000 or less B =$1,001 -$500 c =$2,501 - $000 D =$001- $1000 E =$1001 -$ (Sec Columns Bl and 04) F =$ $ G =$ I -$ Ill =$ $ !12 =More than $5, Value Codes J =$1000 or less K =$1001 -$ L =$50.00 I -$ M =$ $ (Sec Columns Cl and 03) N =$ $ =$ I -$ Pl =$ $5, P2 =$5, $ '3 =$ $ P4 =More than $ Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (Sec Colunm C2) U ""Book Value V =Other W =Estimated
6 Page 6of7 VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (Jndicate partof report.) PART VII. With respect to Item 3, this account was listed in the Nomination Report but closed before the reporting period for the 2012 Annual Report. With respect to Item 25 (Judicial Retirement System II), the interest in this retirement fund had not vested when I left my prior judical position with the State of California, and therefore, I ceased having any interest in it.
7 Page 7 of7 IX. CERTIFICATION. I certify that all information given above ( including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations. Signature: s/ Yvonne G. Rogers NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. 104) Committee on Financial Disclosure Administrative Offce of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C
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