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FINANCIAL DISCLOSURE REPORT
FOR CALENDAR YEAR 2009
2. Courl’or Organizatio. U.S. District Court, Southern Distric~ of California So. Rqm~l Type (check approprialc type) ~ Nominahon, Da~c ~ A ..... 1

Rwo,., Requiredb, the Ed, ics
in Govern,ne,~t Act all 978

r~ L(S.C. app..~# IOl-l t l;
3. Dale of 05/06/2010 6. R~por~i.g P~riml

I. P~’rson Reporting (last name, firsl, mlddlc inldall Benilez, Roger T. 4. Title (A~iclc 111 judgcs indica~c active or senior sta~s: magistra~c judges i.dlcalc fd!- o~ pa~-Iimc) DislrictJudge, Acfive

~ Initial fib. ~ Amcndcd

~ Final

7. Ch~mher~ ~r Offic~ Address

g. On ~b~ basis o~ lhr i~form~lion ¢onl~ ~n~d i. lifts Rcporl

San Diegu, CaliFornia 92101

IMPORTANT NOTES: The instruction.s accomlmaying this form must be followed. Complete all parts,
checMng the NONE box for each part where you hove no reportable information, Sign oa last page.

~

NONE (No reportable positions.) POSITION NAME OF ORGANIZATION/ENTITY

1.

Power of Attorney

~

N ONg (No reportable agreemems.)

DATE

PARTIES AND TERMS

Benitez, Roger T.

FINANCIAl., DISCLOSURE REPORT

n ..... fP ..... Reporting

Da,.of r~t’l,or,

Page 2 of 9

Ilenitez, Roger

"1".

04;23’2010

I II. NON-1NVESTM ENT INCOME. (R,p,,r,,,,&. individual and.~p,,.se; ,re pp. 17-24 .filling i .........
A. Filcr’s Non-Investment Income NONE ~o reportable non-invcstmen~ income.) DATE SOURCE ~NI) TYPE

ions.)

INCOM~ (yours, no~ spouse’s)

3.
4.

B. Spouse’s No n-! nvestment [nco me - If yo. were married during an)’l,ortivn of the reparting year, complete this sectio~
{OoJlor umounl not rdquwed ~cepl_[~r honorori~.)

~

NONE (No reportable non-investment income.) DATE I. 2009 SO[_N~g AND TYI’E California State Teachers Retirement

2. 3
4

!\I. REIMBURSEMENTS ......... ~ ........ i,,,,.~,,u~,;,,g,y,,,,a ......... " ..........
NONE (,Vo reportable reimbursements.) ~ DATE~ LOCATION PURPOSE ITEM~ PAID OR PROVID[~D

2 3

5

FINA1NCIAL DISCLOSURE REPORT

N ..... fp ..... R~’porting Benitez, Roger T.

aateol’Repor, 04/2312010

Page 3 of 9

[-~

NONE (No reportable gifts) _~.Q URC E DESCRIPTION VAI ,UE

I.
2 3

5.

VI. LIABILI TI ES. :l,c~,,~e, n,o,~ o:,? ......... ~ dependent ,’hildren; see pp. 32-33 offiling i ...... tions.)
NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE

2. 3.
4.

5.

FINANCIAL DISCLOSURE REPORT Page 4 of 9

N ...... fP ..... R~’porting Benitez, Roger T.

D.I, o|Rrporl 04123/201 0

VI I. INVESTMENTS a nd TRUSTS - i .......... ~,,o., ......,io.~ a,,,~,,,~e, ,ho,o
~ NONE (No reportable income, assets, or transactions.)

(i~cluding trust assets)

reporting period

~ of reporting pcriod

Place "(X)" after c~ch ~sset exemp~ from prior disclosure

Amotml Code ] L~-H)

Type (c g . div, ~enL or int )

Valu~ Code 2 (J-P)

Vahlq Mclhod Code 3

]’ypc

bey, s~ll.

I.

Parcel 2 El Cenlro, Ca (98,026) Parcel 3 El Centro, Ca (106,694)

D D

Rein Rent
None

L M
J

S S
S

3.

Parcel 4 Sahon City, Ca (2,508)

4. I 5. 6. 7. g. 9 10 II. 12

N0rlhetn Life Annuity!lNG General Electric-common stock ~iranl Corp-common stock Proctor & Gamble-common stock Ei Duponl-cornrnon stock Bank of America-common stock Walrnart Stores, Inc.- conm~on stock Pitney Bowes. Inc.-common stock Fred Motor Company-common stock Chevron Corp.-common s~ock

B A

Imeresl Dividend None

K J J J J

T Y T T T Buy (add’l) Buy (add’!) Sold 1 I ,’05!09 8/0ti09 03103!09 l J J A Buy (add’l) I 1;06/09 J

A A A A A

Dividend Dividend Dividend Dividend Dividend None

J J

T T Sold 8;26"09 J B

A

Dividend None None Nnne

J K

T T Sold Sold !04il6/09 04/16109 J J A

14. 15. 16. 17

[3erkshire lqathaway B-common stock Sirius Satellite Radio-common stock Citadel Broadcasling-common stock Alcoa hm,-common stock A

Dividend

J

T

FINANCIAL DISCLOSURE REPORT Page 5 of 9

~’ ...... fP ..... Reparllng ’aen tez, Roger 1.

Daleo[ R~port 0a/23/2010

~

NONE L,Vo reportable income, assets, or transactions.)

(inclu~iog Irusl assets)

~ rcpo~ling pcrmd

of reporting pcriod

exempt l)om ptmr disclosure

~ Code I 1’ div., rent. ~ (A-It) or inl 1

Code 2 (J-P)

: Method ~ Code]

buy. 5c11, rcdcmpt,on)

mmtdd.’)3 Code 2 Cnde I

buyer/seller

18. 19. 20. 21. 22. 23. 24. 25. 26. ! 27 28. 29. 30 31. 32. 33. 34.

Amerigas Panners LP Unil-l~r, ited pzanership interes~ EMCcoo-common stock Progress Energy, Inc. -common stock Speclra Energy Corp-common stock Wells Fargo Bank-common stock - ...... AEE!Comrnon Slock Boeing Corporation common stock Costco common stock Diana Shipping DSX-common stock JP Morgan Chase preferred stock Smith Barney Money Funds (Western Asset Fund class A) Cilibank- Bank Deposit Program Franklin Fund.small cap growth ~-und I class Valic Fixed Account Plus AIG Valic b.hd Cap Fund (Wellington) Valic Small Cap Special \."alue-Evc rgreen/Putnam Valic International Small Cap Equity/AIG

A

Dividend None

J Sold J J J J J J J J K K J J K J J T T T T T T T T T T T r T T T Buy (add’l) 08,;03/09 04/16.’09 J A

A A

Dividend Dividend None

A A A

Dividend Dividend Dividend None

A B A A A

Dividend hlt./Div. Interest Dividend Dividend None None None

FINANCIAL DISCLOSURE REPORT Page 6 of 9 V! I. INVESTMENTS a nd TRUSTS --i.,. .......

~ ...... I’P ...... Reporllng Uen~te,. Roger T.

Dat~ofRepor!

04/2M2010

ol ............ .,,,,., ancl,,d.,,,,,,o ol,p ......... U aep.nU,,,r,1,il,,,.; ,.app. U.~O

~

N ONE (No reportable income, assets, or transactions.)

........ ~ ......................
Dcscr~plion o[ Asscls

~
Incomc dur,n~

~
~

c ...........
(;:css value al cml

v,
Tran~acuons durin~ rcpo~l,ng pcrmd

-! Idcnmy of
, buyer/seller {ifpt)va)¢ ~ansacfion)

(]ncludin~ ~rus~ assc~s)
Place "(X)" after c~ch a~so cxcmp~ from prier disclosure

reporting pcn~ ~ 10 ’~~) .~mount I Type ~c g. i CO~c I div.. rcm. : {A-H) or mI ) ’,
,

of rcp~mng peno~ ~]~ 12) Value Value (5~e 2 Mclhod
(J-I’~ Code 3 (Q.W)

(~) Fyp~ (¢ g .
buy, sell rcdcmpHon)

(2) (3) (4) Date ~ V~h,c Ga,) mm.ddtyy Code 2 Code 1
(J-P) (A-II)

35 36.

Valic M~dcap ~aL GR/Mmg~ ~lanley World Savings(now Wachovia) aggregate A D D C B
B A

None Interest lnlerest Interest Interest Interest
Interest

J J K N M M
N

T T T T T T
T

33. Washington Mutual aggregate 38. 39. 40.
41.

San Diego County Credit Union aggregate B~nk of America aggregate Temecula Valley Bank aggregate
Sat) Diego Nalional Bank- aggregate

Open

03104/09 M

42.

S~ddleback (X) Unified School Bond

Dividend

Redeemed

12122/09

J

43. 44. 45

Dinulza CA Fing Wastewtr Reclamatmn ..... Bond Ontario Cmnty FAGS Dist Bond Franklin Templeton Income Fund class A

A A A

Interest Interest Dividend None

.I K J

T T T Buy Sold 10!08,’09 I I i06/09 J 03.’03/(;9 08/26/09 J J B A J

a6 A)nerican Lithium common stock 47. 48 49. 50 51 Po’a.,el of Attorney--- -USFFCrcdit Union (aggregate) (X) D C.aterpillar Equipmem Co. common stock A

Dividend

Buy Sold

Int !De."

J

T

FINANCIAL DISCLOSURE REPORT Page 7 of 9

N ...... r~’ ..... R,.po,~i,,~
Benitez~ Roger T.

t,~,~ofa,po,~ 04/23..’2010

~

NONE (~ reportable income, assets, or transactim~s.}
B rcl~t~rl~n~ pcrio~l (l) exempt from prio[ d~sclnxure Code I (A-Ill (2) dt~’., ro~l. or mt ) C. of rcpon~n~ pcrlod (t) ~ (21 ~ Method ~ Code ] (1) buy. sell, redemption} (2) ~ (3) (4) (5) buyer/seller D

Code 2 (J-P)

~mm,’d~’yy C~c 2 Code I

52. 53
54,

- --Chase Ma~d:~tlan (aggregate) ---Property I ,Tamp~ Florida, ( 1 L5,341 ) (X)
---Property 2. Tampa Florida. (1 L 1895)(X)

B

Inlcrest

O M
M

T S
S

Open

01/07/09

O

55. 56 ’57.

---Property 3, ,St. Cloud, Florida, (147,488)(X1

M

S

59. 6O

FINANCIAL DISCLOSURE REPORT Page 8 o f 9

~’,meofr .....

Rt’porling

Dale of Reporl

B~. itez, Ro~r T.

o~1: 3,’2o ~ o

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. a.sl,.o,of ......

FINANCIAL DISCLOSURE REPORT Page 9 of 9

aeni,ez, Roger 1".

0,~/23.;2010

IX. CERTIFICATION.
I certify that all informatiun given above (including information pertaining to my spouse and minor or dependen! childreo, if any) is accurate, true~ and comple,e to the best of my knowledge and belief, and thai an)’ information not reported was wifltheld became R me, applicabl~ statutory provisions permilting non-disclosure. I fur, her certify ,hat earned income from outside employment and honoraria and the acceptance of gifts which ha,,e bccn repor,ed are in compliance with lhe provisiol~s of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regula,ions.

Signatur

NOTE: ANY INDIVIDUAl. \VtlO KNO\’¢INGLb’ AND WlLFULL~" FALSIFIES OR FALLS TO FII.E Tills REPORT ~,IAY BE SUff.JECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS Mail signed original and _3 additional copies to: Committee on Financial Disclosure Adlnimstrative Office of the United States Courts Suite 2-30t One Columbus Circle, N.E. ’,Vashinglon, D.C. 20544

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