# Karen S. Crawford > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/10900 ## Record - **Judge:** Karen S. Crawford - **Year:** 2016 - **Report type:** Annual - **Pages:** 22 ## Text Trust Acct. No. (Vanguard) Ca. Municipal Money Market Fund — Distribution Prime Money Mkt. Fund (Y) — None Total Intemational Stock 1x Admiral (Y) — None Total Stock Market Index Admiral (Y) — None Trust Acct. No. 2 (Vanguard) Ca. Municipal Money Market Fund — Interest Total International Stock Admiral — None — Closed Total Bond Market Index Admiral — None Total Stock Market Index Admiral — None Trust Acct. No. 3(Y) Trust Acct. No. 4(Y) Custodial Acct. No. 1 (American Funds) Money Market Fund-529A — None — Distnbuted Bond Fund of Amernica-529A — None — Distnbuted Capital World Growth and Income Fund-529A — Interest Growth Fund of America-529A — Interest Income Fund of America-S29A — Interest Intermediate Bond Fund of America-S29A — None — Distnibuted Investment Co. of America-S29A — Interest New Perspective Fund-529A — Interest New World Fund-529A — Interest SMALLCAP World Fund-529A — Interest Washmgton Mutual Investors Fund- 529A — Interest Custodial Acct. No. 2 (American Funds) The Growth Fund of America-S529A — Interest New Perspective Fund-529A — Interest New World Fund-529A — Interest SMALLCAP World Fund-529A — Interest Investment Co. of America-S29A — Interest Capital World Growth and Income-529A — Interest Income Fund of America-S29A — None — Distnbuted Bond Fund of Amenica-529A — None — Distnbuted Imtermediate Bond Fund of America-S29A — None — Distributed Ca. Tax Exempt Money Market — Interest Retirement Acct. IRA No. {TIAA/CREF) TIAA/CREF Traditional — Interest CREF/CREF Global Equities — Interest Retirement Acct. IRA No. 2 (Schwab) Dodge & Cox Balanced — Interest S10. Retirement Acct. IRA No. 3 (Schwab) Hotchkis & Wiley Large Cap Value — Interest Janus — Interest William Blair Large Cap Growth — Interest Tumer Large Growth Institutional (Y) Baron Growth Inst] — Interest Ivy Mid Cap Growth — Interest Royce Opportunity Inst] — Interest DFA Intemational Large Cap Growth — None — Buy First Eagle Overseas — Interest Janus Overseas — None — Sold MamStay Marketfield — None — Sold Dodge & Cox Balanced — Interest BlackRock Low Duration Bond Inst! — Interest Metro. West Total Return Bond — Interest Schwab Retirement Govt. Money — Buy Schwab Value Advantage Money Ultra — None Retirement Acct. IRA No. 4 (UBS) Checkmg Acct. (UBS) — Interest S&P S00 TR Index (UBS) — None — Closed Russell 2000 TR USD Index (UBS) — None — Closed Mass. Mutual Life Exec Group Life, Strategic Group Universal Life Ins, — Interest ING Life lus., Firstline VUL Variable Life Ins. Policy — None — Expired Chase Cash Acct — None Brokerage Account #12 (Bernstein) (X) (H) Cash (Bernstein) (X) (H) — Interest Bemstein Diversified Municipal Portfolio (XO (Hh — Interest Small/Mid-Cap Equity (Bemnstem) {X) (H) — Interest AB Discovery Value Fund (X) (H) — Interest AB Discovery Growth Fund Advisor CL (xX) — Interest AB Small Cap Core Portfoloio SDV CL (X)(H) — Interest Equities (Bemstein) (X) (H) — Interest Tax Managed International Portfolio (Bernstein) (X) (Hy — Interest Bernstein Tax Managed International Portfolio (X) (H) — Interest Emerging Market Funds (Bernstein) (X) (Hy — Interest Bernstien Emerging Markets Portfolio (X) (Hy — Interest Dynamic Asset Allocation Overlay (Bernstein) (X) (Hy — Interest Tax-Aware Overlay A Portfolio (X) (H) — Interest Tax-Aware Overlay B Portfolio (X) (B) — Interest Brokerage Account #1 AAPL Apple Inc — Int/Div — Buy AAPL Apple Inc — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — None BAM BROOKFIELD ASSET MGMT INC COM — Int/Div BBU Brookfield Business Partners Pid — None — from line 8) BBU Brookfield Business Partners Pid — Sold CHK CHESAPEAKE ENERGY — Interest — Buy (add'l) CHK CHESAPEAKE ENERGY — Sold (part) Cash (TD Bank USA FDIC ins. dep.) and cash — Interest CX Cemex, S.A.B. De C.V. Sponsored — None DEO DIAGEO PLC-SPONSORED — Int/Div GE GENERAL ELECTRIC CO — Int/Div L LOEWS CORPORATION — Int/Div LUK LEUCADIA NATL CORP — Int/Div MKL MARKEL CP COM — None MSFT Microsoft Corporation — Int/Div NSRGY NESTLE SA SPONSORED — Int/Div PCP Precision Castparts Corp — Int/Div — Sold PXD Pioneer Natural Resources Compa — Int/Div YUM Yum Brands — Int/Div YUMC Yum China Holdings Inc — None — from line 24) Brokerage Account #2 Cash (TD Bank USA FDIC ins. dep.) and cash — Interest Brokerage Account #3 Cash (TD Bank USA FDIC ins. dep.) and cash — Interest Brokerage Account #4 AAPL Apple Inc — Int/Div — Buy BRKB BERKSHIRE HATHAWAY INC DE — None BAM BROOKFIELD ASSET MGMT INC COM — Int/Div BBU Brookfield Business Partners Pid — None — from line 33) BBU Brookfield Business Partners Pid — Sold CHK CHESAPEAKE ENERGY — Int/Div — Buy (add'l) CHK CHESAPEAKE ENERGY — Sold (part) Cash (TD Bank USA FDIC ins. dep.) and cash — Interest CX Cemex. SAB. De C.V. Sponsored — None DEO DIAGEO PLC-SPONSORED — Int/Div GE GENERAL ELECTRIC CO — Int/Div LL LOEWS CORPORATION — Int/Div LUK LEUCADIA NATL CORP — Int/Div MKL MARKEL CPCOM — None MSF1 Microsoft Corporation — Int/Div NSRGY NESTLE SA SPONSORED — Int/Div PXD Pioneer Natural Resources Compa — Int/Div YUM YUM BRANDS (X) — Int/Div YUMC Yum China Holdings Inc — None — from line 47) Brokerage Account #5 Cash (TD Bank USA FDIC ins. dep.) and cash — Interest SPY SPDR S&P S00 ETF (X) — Int/Div Brokerage Account #7 MO ALTRIA GROUP INC — Int/Div AAPL Apple Inc — Int/Div BRKB BERKSHIRE HATHAWAY INC DE — None — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — Sold (part) BAM BROOKFIELD ASSET MGMT INC COM — Int/Div — Sold (part) BAM BROOKFIELD ASSET MGMT INC COM — Sold (part) BBU Brookfield Business Partners Pid — None — from line 55) BBU Brookfield Business Partners Pid — Sold Cash (TD Bank USA FDIC ins. dep.) and cash — Interest CX Cemex, S.A.B. De C.V. Sponsored — Int/Div CHK CHESAPEAKE ENERGY — None — Buy (add'l) CHK CHESAPEAKE ENERGY — Buy (add'l) CHK CHESAPEAKE ENERGY — Sold (part) CKH Seacor Holdings Inc Com — None — Buy CKH Seacor Holdings Inc Com — Buy (add'l) CKH Seacor Holdings Inc Com — Buy (add'l) KO COCA COLA CO — Int/Div DEO DIAGEO PLC-SPONSORED ADR NEW REPSTG 4 ORD SHS — Int/Div XOM Exxon Mobil Corporation Com — Int/Div FCEA FOREST CITY ENTERPRISES — Int/Div GE GENERAL ELECTRIC CO — Int/Div CKHUY CK Hutchinson Holdings Ltd Adr — Int/Div LUK LEUCADIA NATL CORP — Int/Div — Sold (part) L LOEWS CORPORATION — Int/Div — Sold (part) MKL MARKEL CP COM — None MCD McDonalds Corp Com — Int/Div MSFT Microsoft Corporation — Int/Div NSRGY NESTLE SA SPONSORED ADRS REGISTERED — Int/Div — Buy (add'l) NSRGY NESTLE SA SPONSORED ADRS REGISTERED — Buy (add'l) ORCL Oracle Corp Com — Int/Div PM PHILIP MORRIS INTL COM — Int/Div PXD Pioneer Natural Resources Compa — Int/Div — Sold (part) PCP Precision Castparts Corp — Int/Div — Sold SU Suncor Energy Inc. Com (previously COSWF, acquired by SU 3/24/16) — Int/Div WMT Wal-mart Stores Com — Int/Div — Sold (part) WMT Wal-mart Stores Com — Sold (part) WMT Wal-mart Stores Com — Sold YUM YUM BRANDS — Int/Div YUMC Yum China Holdings Inc — None Brokerage Account #8 MO ALTRIA GROUP INC — Int/Div — Sold (part) AAPL Apple Inc — Int/Div — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — None — Buy (add'l) BAM BROOKFIELD ASSET MGMT INC COM — Int/Div BBU Brookfield Business Partners Pid — None BBU Brookfield Business Partners Pid — Sold Cash (TD Bank USA FDIC ins. dep.) and cash — Interest CX Cemex, S.A.B. De C.V. Sponsored — None CHK Chesapeake Energy Corp Com — None — Buy (add'l) CHK Chesapeake Energy Corp Com — Sold (part) CKH Seacor Holdings Inc Com — None — Buy CKH Seacor Holdings Inc Com — Buy (add'l) DEO DIAGEO PLC-SPONSORED ADR NEW REPSTG 4 ORD SHS — Int/Div FCEA FOREST CITY ENTERPRISES — Int/Div GE GENERAL ELECTRIC CO — Int/Div CKHUY CK Hutchinson Holdings Ltd Adr — Int/Div LUK LEUCADIA NATL CORP — Int/Div L LOEWS CORPORATION — Int/Div MKL MARKEL CP COM — None McDonalds Corp Com — Int/Div MSFT Microsoft Corporation — Int/Div NSRGY NESTLE SA SPONSORED ADRS REGISTERED — Int/Div ORCL Oracle Corp Com — Int/Div PM PHILIP MORRIS INTL COM — Int/Div PXD Pioneer Natural Resources Compa — Int/Div PCP Precision Castparts Corp — Int/Div — Sold SU Suncor Energy Inc. Com (previously COSWF, acquired by SU 3/24/16) — Int/Div — Sold (part) WMT Wal-mart Stores Com — Int/Div — Sold YUM YUM BRANDS — Int/Div YUMC Yum China Holdings Inc — None Brokerage Account #9 AAPL Apple Inc — Int/Div — Buy AAPL Apple Inc — Buy (add'l) AAPL Apple Inc — Buy (add'l) AAPL Apple Inc — Buy (add'l) AAPL Apple Inc — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — None — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — Buy (add'l) BRKB BERKSHIRE HATHAWAY INC DE — Buy (add'l) Cash (TD Bank USA FDIC ins. dep.) and cash — Interest CHK Chesapeake Energy Corp Com — None CKH Seacor Holdings Inc Com — None — Buy CKH Seacor Holdings Inc Com — Buy (add'l) KO COCA COLA CO — Int/Div — Sold (part) XOM Exxon Mobil Corporation Com — Int/Div — Sold (part) FCEA FOREST CITY ENTERPRISES — Int/Div — Sold (part) FCEA FOREST CITY ENTERPRISES — Sold (part) FCEA FOREST CITY ENTERPRISES — Sold GE GENERAL ELECTRIC CO — Int/Div CKHUY CK Hutchinson Holdings Ltd Adr — Int/Div LUK LEUCADIA NATL CORP — Int/Div — Buy (add'l) L LOEWS CORPORATION — Int/Div MCD McDonald's Corp Com — Int/Div — Sold (part) MCD McDonald's Corp Com — Sold (part) MCD McDonald's Corp Com — Sold MKL Markel Corp Com — None MSFT Microsoft Corporation — Int/Div — Sold (part) MSFT Microsoft Corporation — Sold (part) MSFT Microsoft Corporation — Sold (part) MSFT Microsoft Corporation — Sold (part) MSFT Microsoft Corporation — Sold (part) MSFT Microsoft Corporation — Sold ORCL Oracle Corp Com — Int/Div PM PHILIP MORRIS INTL COM — Int/Div — Sold (part) PM PHILIP MORRIS INTL COM — Sold (part) PM PHILIP MORRIS INTL COM — Sold (part) PM PHILIP MORRIS INTL COM — Sold (part) PM PHILIP MORRIS INTL COM — Sold (part) PCP Precision Castparts Corp Com — Int/Div — Sold SRSC Sears Canada Inc — None SHLD SEARS ROEBUCK & CO — None — Sold Treasury Bonds - TIPS — Interest — Sold (part) Brokerage account #10 BRKB BERKSHIRE HATHAWAY INC DE — None Cash (TD Bank USA FDIC ins. dep.) and cash — Interest Brokerage account #11 Cash (TD Bank USA FDIC ins. dep.) and cash — Interest Cash (TD Bank USA FDIC ins. dep.) and cash — Sold Member, Executive Board, Wallace Chapter, Amencan Inn of Court Member, President, Executive Board, Welsh Chapter, American lan of Court Member, Council of Visitors, California Western School of Law Trustee, Trust No. 2 Custodian, Custodial Accounts, Nos. 1,2 Board of Governors, Association of Business Trial Lawyers ("ABTL") Reimbursement — Lawyers ("ABTL") Annual Meeting — TG, +r i i a Education Programs 17. Part VII, lines 19, 20 and 24, these assets were distributed on 2/24/2014, 1/1/2015, and 1/1/15, respectively. The same is true for lines 38-40, which were distributed on 8/12/15. This information was inadvertently not inclued in earlier Financial Disclosure reprots. The (1/01/216 dates were included in the current submission as the system would not permit recordation of the earlier correct dates. 18, In the 12/19/2017 letter from Judge Trenga, reference is made in the third paragraph on page one to 4 request for additional information for Part VII, line 332, 1 believe that a correction was instead requested for line 32, as there is in line 332 in the report. Accordingly, I have incorporated a correction to Line 32 into this amended report. 19. Part VII, line 62, assets from this Mainstay Marketfield | were moved, S0/50% on 4/8/2016 to Janus | (line 53) and William Blair Large Cap Growth | (line 54), 20. Part VIL, assets listed in lines 20, 24, were distributed on 7/1/15, and for lines 38 and 39 were distributed on £/12/15 to make college tuition payments, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10900. Public record. Not legal advice.