SUPREME COURT CAI IFORNIA FORM I FBI. Tiilht "3 FEB 2 7 9lli.'i Di 8: "ii" Frank Clerk Werdegar 1. Oflice, Agency, or Court Agency Name Califomia Supreme Court Division, Board. Department. District if applicable Your Position Associate Justice 5 If filing for multiple positions. list below or on an attachment. Agency: Position: 2. Jurisdiction of Office (clieclt at least one box) State Judge or court Commissioner (Statewide Jurisdiction) Multi-County County of City of El Other 3. Type of Statement (Check at least one box) Annual: Thepeliocl covered is January 1, 2012. through Leaving orlloe: Date Left I I December 31. 2012. (Check one) 'or. The period coveted is 1 1 through 0 The period covered is January 1, 2012. through the date of December 31. 2012. leaving office. Assuming Date assumed I I The period covered is I I through the date of leaving office. Candidate: Section year and allies sought. it different that Part 1: 4. Schedule Summary 8 clteclt applicable schedules or "None." Total number of pages including this cover page: Schedule A-1 - Investments - schedule attached Schedule - Income, Loans, is Business Positions - schedule attached llone - No reportable interests on any schedule 5. Verification MAIUNG ADDRESS sfl'l?Er cm STATE ZIP cooe (Business orAgemyAdt:lress Recommended - Document) 350 McAllister Street San Francisco CA 94102 DAYTIME TELEPHONE NUMBER E-MAIL ADDRESS (OPTIONAL) 415 365-7030 I have used all reasonable diligence in preparing this statement I have reviewed this statement and to the best at my knowledge the information contained herein and in any attached schedules is true and complete. I acknowledge this is a public document 02/27/2013 lmll'Ill'l. day year) 2 FPPC Form 700 (201 212013) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 Date Signed SCHEDULE A-1 Investments Stocks. Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. NAME OF BUSINESS ENTITY American National Insurance GENERAL DESCRIPTION or BUSINESS ACTIVITY Life and Casualty Insurance FAIR MARKET VALUE 32.000 - 310.000 3100.001 - 31,000,000 $10,001 - 3100.000 over 31,000,000 NATURE or INVESTMENT Stock other (Describe) Partnership oIncorneReceiVerIoI30-3499 Olncorne Received IF APPLICABLE. LIST DATE: Mickie Werdegar 5 NAME OF BUSINESS ENTITY GENERAL DESCRIPTION or BUSINESS ACTIVITY Telecommunications FAIR MARKET VALUE 32.000 - 310.000 2] 3100.001 - 31,000,000 310.001 - 3100.000 Over 31 .000.000 NATURE or Stock other (Describe) Partnership oIncorrIeReceivedor30-3499 Qlncome IF APPLICABLE. LIST DATE: I I I12 I I12 ACQUIRED DISPOSED ACQUIRED DISPOSED NAME or BUSINESS ENTITY NAME or BUSINESS ENTITY Alexandria Real Estate BAIDU GENERAL DESCRIPTION OF BUSINESS ACTIVITY Real Estate Investment FAIR MARKET VALUE 32.000 - 310.000 3100.001 . 31,000,000 310.001 - 3100.000 Over 31.000.000 NATURE or INVESTMENT Stock other (Describe) Partnership 0 Income Received of 30 - 3499 Olncorne IF APPLICABLE. LIST DATEACQUIRED DISPOSED GENERAL DESCRIPTION OF BUSINESS ACTIVITY Computer Search Company FAIR MARKET VALUE 32.000 - 310.000 3100.001 - 31.000.000 310,001 - $100,000 Over 31,000,000 NATURE or INVESTMENT Stock other (Describe) Partnership oIncorrteReceivedor30-3499 Olncome IF APPLICABLE. LIST DATEACQUIRED DISPOSED NAME OF BUSINESS ENTITY American Water Works GENERAL DESCRIPTION OF BUSINESS ACTIVITY Water Utility FAIR MARKET VALUE 32.000 - 310.000 3100.001 - $1,000,000 310.001 -- 3100.000 Over 31,000,000 NATURE or INVESTMENT El Stock other (Describe) Partnership 0 Income Received 0t 30 - $499 0 Income Received of 3500 or More (Reporron Schedule C) IF APPLICABLE. LIST DATE: NAME or BUSINESS ENTITY Califomia Water Service GENERAL DESCRIPTION OF BUSINESS ACTIVITY Water Utility FAIR MARKET VALUE 32.000 - 310.000 3100.001 - 31,000,000 2] 310.001 - 3100.000 over 31,000,000 NATURE or INVESTMENT Stock Other (Describe) Partnership 0 Income Received 0f 30- 3499 Olncome Received of $500 or More (Rep0rt0nScnodI.IIoC) IF APPLICABLE. LIST DATE: I I 12 I I12 ACQUIRED DISPOSED ACQUIRED DISPOSED Comments: PPC Form 700 (201 2I201 3) Sch. A-1 FPPC Advice Email: advice@fppc.ca.g0V FPPC Toll-Free Helpline: 8661275-3772 SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. FAIR MARKET VALUE CI - s1oo.oo1 s1o,oo1 - Over nATuRe or-' invesTMenT Stock [3 Other (Describe) Partnership 0 Income Received at $0 - $499 0 Income Received ol $500 or More (Reporter! Schodutoc) IF APPLICABLE. LIST DATE: Name Mickle Werdegar nAMe or Business ENTITY mine or BUSINESS ENTITY Dominion Resources Gilead Sciences GENERAL DESCRIPTION or Business ACTIVITY GENERAL DESCRIPTION or Business ACTIVITY Electric 81 Gas Utility Pharmaceutical Company FAIR IMRKET vAi.ue FAIR MARKET VALUE [1 32.000 - 310.001 -- $2,000 - s1o.m1 - :1oo.oo1 Over [j s1oo.oo1 -- over NATURE or invesTMenT nATuRe or invesTMenT srocir [3 Other Stock Other (Describe) (Describe) [:]Par1netship OIncomeReceivedot$0-$499 ljparmersirip IF APPLICABLE. LIST DATE: IF APPLICABLE. LIST DATE: I I12 I I12 12I17I12 I I12 AcouiReo DISPOSED ACQUIRED DISPOSED nAMe or Business enTiTv mine or BUSINESS ENTITY Energy Products Development MDU Resources GENERAL DESCRIPTION or Business ACTIVITY GENERAL DESCRIPTION or Business ACTIVITY Natural Gas Pipelines Electric 8r Gas Utility FAIR MARKET VALUE FAIR MARKET VALUE $2.000 - 310.000 s1o.oo1 - [j $2,000 - s1o.oo1 - 3100.000 $100,001 - Over s1oo.oo1 - $1,000,000 over NATURE or invesTMenT nATuRe or invesTMenT Stock Other Stock [1 Other (Describe) (Describe) Partnership 0 Income Received of so - 5499 [j Partnership 0 Income Received or so - $499 Olnoome IF APPLICABLE. LIST DATE: IF APPLICABLE, LIST DATEACQUIRED DISPOSED AcouiReo DISPOSED nAMe or Business ENTITY nAMe or Business ENTITY Energy Transfer Partners Nucor GENERAL DESCRIPTION or Business ACTIVITY GENERAL DESCRIPTION or Business ACTIVITY Gas Pipelines Utility Steel Manufacturing FAIR MARKET VALUE [j . s1oo.oo1 2] $10,001 - Over NATURE or invesTMenT srocir Other (Describe) CI Partnership Olncome Olncome Received of S500orMore (RepoIronScIieduhc) IF APPLICABLE. LIST DATE: 08112112 I I12 I I12 AcouiReo DISPOSED AcouiReo DISPOSED Comments: FPPC Form 700 (2012I201 3) Sch. A-1 FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 8661275-3772 SCHEDULE A-1 Investments 1 Stocks. Bonds. and Other Interests (Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. Realty Income GENERAL DESCRIPTION OF BUSINESS ACTIVITY Real Estate Investment FAIR MARKET - sIoo.ooI - sIo,oo1 - Over OF INVESTMENT Stock [1 other (Describe) Partnership 0 Income Received or so - S499 Olncome Received oIs500or More IF APPLICABLE. LIST DATE: CAI I FORIVI I I I Name Mickie Werdegar NAME or BusINess ENTITY NAME or BusINEss ENTITY Plum Creek Timber Roche GENERAL DESCRIPTION or BUSINESS ACTIVITY GENERAL DESCRIPTION or BUSINESS ACTIVITY Lumber Products Phamiaceutical Company FAIR MARKET FAIR MARKET VALUE same - sIo.ooI - - sIo.ooI - E1 sIoo.oo1 - over sIoo.oo1 - Over NATURE or INVESTMENT or INVESTMENT El Stock other stocir OtI'Ier (Describe) (Describe) Partnership 0 Income Received of so - s499 Partnership 0 Income Received or so - sass IF APPLICABLE, LIST DATE: IF APPLICABLE. DATE: I I I I12 DISPOSED AcouiREo DISPOSED NAME or BUSINESS ENTITY NAME or BUSINESS ENTITY Que Pasa Sempra Energy GENERAL DESCRIPTION or BUSINESS GENERAL DESCRIPTION OF BUSINESS ACTIVITY Computer Network Electric 8. Gas Utility FAIR MARKET FAIR MARKET - sIo,ooI - - s1o.ooI - sIoo.oo1 - over El sIoo,oo1 - [j over or INVESTMENT or Stock other Stock other (Describe) (Describe) Partnership Income Received 01 so - 3499 Partnership 0 Income Received or so - s499 IF APPLICABLE. LIST DATE: IF APPLICABLE. LIST DATE: I I12 06101112 I IL2 AcouIREo DISPOSED ACQUIRED DISPOSED NAME or BUSINESS ENTITY NAME or BUSINESS ENTITY Verizon GENERAL DESCRIPTION OF BUSINESS ACTIVITY Telecommunications FAIR MARKET - sIoo.ooI - sIo,oo1 - Over NATURE or INVESTMENT stocit Other (Describe) Partnership Olncome Received ol 30- $499 Olncome Received of IF APPLICABLE. LIST DATEACQUIRED DISPOSED ACQUIRED DISPOSED Comments: FPPC Form 700 (201 212013) Sch. A-1 FPPC Advice Email: FPPC Toll-Free Helpline: 8661275-3772 SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Do not attach brokerage or financial statements. CAI FORM Name Mickie Werdegar GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET $2.000 - 310.000 [1 3100.001 -s1.oo0.00o $10,001 . s1oo.0oo El Over 31,000,000 NATURE OF INVESTMENT Stock Other (Describe) Partnership 0 Income Received of so - 3499 Olncorne Received orssoo oI'More(ReporlonScheduteC) IF APPLICABLE. LIST DATE: NAME OF BUSINESS ENTITY NAME DF BUSINESS ENTITY Wells Fargo Bank GENERAL DESCRIPTION or BUSINESS GENERAL DESCRIPTION or BUSINESS ACTIVITY Commercial Banking FAIR MARKET VALUE FAIR MARKET VALUE 32.000 - 310,000 s10.oo1 - 3100.000 $2.000 - $10,000 310.001 --s1oo.0o0 2] $100,001 - $1,000,000 Over [3 3100.001 -$1,000,000 Over NATURE OF NATURE or Stock Other Stock other (Describe) (Describe) Partnership 0 Income Received or so - $499 Partnership 0 Income Received of so - $499 IF APPLICABLE. DATE: IF APPLICABLE, DATE: 02108112 I I12 I I12 I [12 ACQUIRED DISPOSED ACQUIRED DISPOSED NAME or BUSINESS ENTITY NAME or BUSINESS ENTITY GENERAL DESCRIPTION or BUSINESS GENERAL DESCRIPTION or BUSINESS ACTIVITY FAIR MARKET VALUE FAIR MARKET VALUE [3 32.000 - $10,000 310.001 -- $2.000 - $10,000 310.001 - $100,000 $100,001 - s1.o00.0o0 Over s1oo.oo1 - 31.000000 Over NATURE oF NATURE or Stock [1 Other Stock Other (Describe) (Describe) Partnership 0 Income Received of S0 -- 3499 Partnership 0 Income Received of $0 - $499 IF APPLICABLE. DATE: IF APPLICABLE. DATEAGQUIRED DISPOSED ACQUIRED DISPOSED NAME oF BUSINESS ENTITY NAME or BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE CI $2.000 - $10,000 [3 $100,001 - s1,0o0.o00 CI $10,001 . s1oo,oo0 over $1,000,000 NATURE oF [3 Stock Other (Describe) Partnership Olncorne Received of $0 - $499 IF APPLICABLE, LIST DATEACQUIRED DISPOSED ACQUIRED DISPOSED Comments: FPPC Form 700 (201 ZIZO13) Sch. A-1 FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 366I2'l5-3772 SCHEDULE A-2 Investments, Income, and Assets of Business EntitiesITrusts (Ownership Interest is 10% or Greater) I David 8r Werdegar Living Trust as of 8/3/00 Manatt, Phelps Phillips 0ne_Embarcadero Center. SF 9lI111 I-I - -I Name Mickie Werdegar UIC Address (Business Address Acceptable) Check one 2] Trust.9oto2 Address (Business Address Acceptable) Check one GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE IF APPLICABLE, LIST DATE: 50 - $1,999 - 310.001 - S100.M0 - Over SLIXIOMJO DISPOSED 4:13 ACQUIRED NATURE OF INVESTMENT Partnership Sole Proprietorship (flier YOUR BUSINESS POSITION GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE SD - $1.999 $2.000 - $10,000 $10,001 - - Over $1,000,000 IF APPLICABLE. LIST DATE: _J_li2_ ACQUIRED DISPOSED NATURE or INVESTMENT Pannership Sole Proprietorship diner YOUR BUSINESS POSITION ILIF PIJLI or fig DIE $10,001 - $100,000 1] OVER CI so - 3499 ssoo - $1.000 $1.001 - $10,000 HF ITICII $10,000 .I l- - Irh None I I I) Cl s1o.oo1 - $100,000 [3 ovER CI to - 3499 3500 - $1.000 $1.001 - 310.000 I IIE-I DI II IT OF UI-T 4| I In-4. I I I I (II-2 chock one box: INVESTMENT REAL PROPERTY Name at Business Jilnvastment. Qt Assessor's Parcel Num or Street Address 0! Real Property Common stocks included in A-1 Rf r'"Il I I I-'fr' UR Check one box: INVESTMENT REAL PROPERTY NameofBusinessE .iIInvestmer1t.nt Assessor's Parcel Num or Street Address of Real Property Description of Business Activity 9; City or Other Precise Location of Real Property IF APPLICABLE. LIST DATE: FAIR MARKET VALUE $2.000 - 310.000 310.001 - S100.0IXJ Description 0! Business Activity 9; City or Other Precise Location of Real Property IF APPLICABLE. LIST DATE: _l_l1_2 FAIR MARKET VALUE $2.000 - 310.000 $101111 - $100,001 . ACQUIRED DISPOSED $100,001 . ;1_000_000 ACQUIRED DISPOSED Over $1.000.000 Over $1.000.000 NATURE OF INTEREST NATURE OF INTEREST Property Ownershiplbeed of Trust stock Partnership Property Ownershiploeed of Trust stock Partnership hold S: Other hold Other ease Yrs. rernaini' 'ng ease Yrs. rernaining' Check box if additional schedules reporting investments or real property Check box if additional schedules reporting investments or real property are attached are attached FPPC Form 700 (2012I2013) Sch. A-2 Comments- FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free 866/275-3772 SCHEDULE IFORNIA FORWI Income, Loans, Business Positions (Other than Gifts and Travel Payments) Mickle Werdegar 1 I I) NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME University of Califomia Retirement System Kaiser Pennanente ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) Oakland, CA Oakland. CA BUSINESS ACTIVITY. IF ANV. OF SOURCE BUSINESS ACTIVITY. IF ANY. OF SOURCE YOUR BUSINESS POSITION YOUR BUSINESS POSITION Husband's retirement benefit GROSS INCOME RECEIVED El 3500 - [j sI,ooI - $10,000 $10,001 - 3100.000 ovER 3100.000 GRoss INCOME 3500 - $1.000 El $1.001 . 310,000 $10,001 - 3100.000 OVER 3100.000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse's or registered domestic partner's income Partnership CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse's or registered domestic partner's income Loan repayment Partnership Loan repayment Dsaleof ljsaueor (Rodpro.oorty,car.boal.otc.) Commission or Rental Income. list each source crI10,o00 ormora Commission or Rental Income. list each source of.I10,000 ormoro Medical Consultant other Professor, UCSF Medical School (Describe) (0930559) [joiner El I IQTI You are not required to report loans from commercial lending institutions. or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF INTEREST RATE TERM 96 None ADDRESS (Business Address Awoprablo) SECURITY FOR LOAN BUSINESS ACTIVITY. IF ANY. or LENDER CI "me Real Property HIGHEST BALANCE DURING REPORTING PERIOD $500 - 31.000 my $1.001 - $10,000 Guarantor El sIo.oo1 - s1oo.00o El OVER 3100.000 [3 mm (Describe) Comments: FPPC Form 100 (201 21201 3) Sch. FPPC Advice Email: advice@fppc.ca.gov FPPC Toll--Free Helpline: 8661275-3772 SCHEDULE FORM Income, Loans, Business '3 - - Name Positions (Other than Gifts and Travel Payments) Mickle Werdegar NAME or sounce or income NAME or SOURCE or income Institute on Aging ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acwptabki) 3330 Geary Blvd.. San Francisco. CA 94118 Business ACTIVITY. IF ANY. or souece Business ACTIVITY. IF ANY. or sounce voue BUSINESS POSITION Your: Business POSITION President and CEO (husband). until 4/1/12 ceoss income RECEIVED GROSS income RECEIVED 3500 - 31.000 31.001 . 310.000 3500 - 31,000 31.001 - 310.000 310.001 - 3100.000 oven 3100.000 [j 310.001 - 3100.000 over: 3100.000 CONSIDERATION FOR WHICH income WAS RECEIVED CONSIDERATION eon WHICH income WAS RECEIVED Salary Spouse's or registered domestic partner's income Salary Spouse's or registered domestic partner's income Loan repayment Partnership Loan repayment Partnership El Sale of El Sale of El Commission or Rental lncorne. lislaadi source or310,0o0 or more Commission or Rental lricorne, list each source 01310000 ormore Other Other (Describe) (Describe) lOf\N$1 IHF You are not required to report loans from commercial lending institutions. or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF INTEREST RATE TERM 96 None ADDRESS (BUSMOSS ACCOPMDD) SECURITV FOR LOAN BUSINESS ACTIVITY. IF ANY. or LENDER [1 None Personal residence I Pr ea operty HIGHEST BALANCE DURING REPORTING PERIOD 3500 -- 31.000 my 31.001 - 310,000 Guarantor El 310,001 - 3100.000 over: 3100.000 Omar (Describe) comments: FPPC Form 700 (2012I2013) Sch. FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866I275-3772