California Files

Michael J Convey › Form 700

Michael J Convey: 2024 Annual statement

Annual 2024
Judge, Los Angeles County Superior Court · due 2025-03-03
Filed
2025-02-23 · signed 02/23/2025 07:09 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (11 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 19

NameBusinessValue
Chase IRA Deposit Sweep MGDInvestment Mutual Fund in IRA · Cash and Short Term Income Fund$2,000–$10,000
Horizons 2030 Target Date FundEmployee 457 savings plan through employer$100,001–$1,000,000
Horizons Large Cap Equity FundEmployee 457 savings plan through employerover $1,000,000
Pimco Income Fed Tnst. Cl.Investment Mutual Fund in IRA · US Fixed Income Fund$10,001–$100,000
JP Morgan TR I - Equity Income FD RS ESTInvestment Mutual Fund in IRA · US Large Cap Equity Fund$100,001–$1,000,000
JP Morgan TR I - Large Cap Growth FDInvestment Mutual Fund in IRA · US Large Cap Equity Fund$100,001–$1,000,000
JP Morgan TR II Core BDInvestment Mutual Fund in IRA · US Fixed Income Fund$10,001–$100,000
JP Morgan TR I Strategic Inc. Opp.Investment Mutual Fund in IRA · US Fixed Income Fund$10,001–$100,000
JP Morgan TR IV Hedged Equity FundInvestment Mutual Fund in IRA · Alternative Assets Fund$10,001–$100,000
MetLife (Flexible Premium Life Insurance)Investment Option on employer life insurance through Index 500 account$100,001–$1,000,000
Select Sector SPDR Trust Health CareInvestment Mutual Fund in IRA · US Fixed Income Fund$10,001–$100,000
Savings 2030 Target Date FundEmployee 401(k) savings plan through employer$100,001–$1,000,000
Savings Large Cap Equity FundEmployee 401(k) savings plan through employer$100,001–$1,000,000
Savings Stable Value FundEmployee 401(k) savings plan through employer$10,001–$100,000
Schwab Strategic TR US Divid.Investment Mutual Fund in IRA · US Large Cap Equity Fund$10,001–$100,000
JP Morgan Exchange Traded FundInvestment Mutual Fund in IRA · Alternative Assets Fund$10,001–$100,000
Select Sector SPDR Trust - Technology SelectInvestment Mutual Fund in IRA · US Large Cap Equity Fund$10,001–$100,000
WCM Focused International - Growth CL InstitutionalInvestment Mutual Fund in IRA · Global Equity Fund$100,001–$1,000,000
Artisan Partners FDS Inc.Investment Mutual Fund in IRA · Global Equity Fund$10,001–$100,000
acquired 2024-05-17

Schedule A-2 · Businesses & trusts (10% or more) 2

Carrie E. Convey Discretionary Needs Trust trust

11684 Ventura Blvd., Ste 441 Studio City, CA 91604

Value — · gross income over $100,000

Sources of $10,000+: Prudential Life - share of insurance proceeds from father's trust; Prudential Financial, Inc. - share of proceeds of stock from father's trust; BP PLC - share of proceeds of stock from father's trust; JP Morgan Chase Bank - Trust checking and savings accounts (share of proceeds from father's trust); McMoran Mining - share of proceeds of stock from father's trust; City of Chicago Firefighter's Union Local 2 - share of death benefits from father's estate; Chicago Firefighter's Pension - share of death benefits from father's estate; Prudential IRA - share of proceeds from father's estate; Share of Sale Proceeds Real Property 09-25-406-031-0000, Chicago, IL

Holds: Share of proceeds of sale of real property Lot 26, Block 1, Burgos subdivision, Hot Springs, Arkansas fmv est. $2,000 (Share of proceeds of sale of two real properties - see a) · $100,001–$1,000,000 · Trustee and Co-Beneficiary

Thomas J. Convey Trust Dated April 12, 2018 trust

11684 Ventura Blvd., Ste 441 Studio City, CA 91604

Value — · gross income over $100,000

Sources of $10,000+: Prudential Life Insurance proceeds; Prudential Financial, Inc. stocks; BP PLC c/o JP Morgan Chase stocks; JP Morgan Chase Bank - Trust checking and savings accounts; Sale Proceeds Real Property 09-25-406-031-0000 Chicago, IL

Holds: Thomas J. Convey Trust Dated April 12, 2018; Lot 26, Block 1, Burgos subdivision, Hot Springs, Arkansas fmv est. $2,000 (09-25-406-031-0000, City of Chicago, Cook County, IL) · $100,001–$1,000,000 · Trustee and Co-Beneficiary

Schedule C · Income and business positions 5

SourceIncome
20th Century Fox Film/Walt Disney Pictures/ABC Signature - all paid by Alameda Paying Agent
Acting - Spouse · Spouse - Actor · P.O. Box 10125, Lake Buena Vista, FL 32830		$500–$1,000
Spouse's or registered domestic partner's income
County of Los Angeles
Court/State Superior Court · Superior Court Judge · 505 Kenneth Hahn Hall of Administration, Los Angeles, CA 90012		over $100,000
Salary
GEP Talent Services, LLC
Acting - Spouse · Spouse - Actor · 2950 N. Hollywood Way, Burbank, CA 91510-7836		$1,001–$10,000
Spouse's or registered domestic partner's income
Great-West Retirement Services dba Empower Retirement Services
Pre-Retirement Distribution from 401(k) fund · Recipient · P.O. Box 173764 D999, Denver, CO 80217-3764		over $100,000
Other: Form 1099-R Pre-Retirement Distribution from 401(k) through employment
WB Studio Enterprises Inc.
Acting - Spouse · Spouse - Actor · 4000 Warner Blvd., Bldg. 700, FL 7		$500–$1,000
Spouse's or registered domestic partner's income

Schedule D · Gifts 3

FromGiftsTotal
Southern California Family Law American Inns of Court · from the PDF
Christian E. Markey III (Chapter President) L/O Hersh Mannis 9150 Wilshire Bl. #209 B.Hills 90212
2024-04-08 · Judge of the Year - dinner + testimonial/award-gave biographical and furtherance of justice speech · $235
$235
ACFLS · from the PDF
1296 E. Gibson #A253, Woodland, CA 95776
2024-12-07 · Dinner + award/testimonial for self and spouse ($325est.) + Overnight room at St. Regis Hotel SF ($500est.) · $825
$825
San Fernando Valley Bar Assn. · from the PDF
P.O. Box 668, Woodland Hills, CA 91365
2024-05-16 · Dinner and introduction at bar association dinner · $100
$100

The filer's comments

A-2 Trustee and co-beneficiary-both trusts (father's estate