# Steven I. Locke

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11383

## Record

- **Judge:** Steven I. Locke
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 10

## Text

Citibank accounts — Interest
Hommel. Inc Common Stock — Int/Div
Brokerage Account #1 (H)
JPM US Treasury Plus Money Market Fund — Int/Div
Apple Inc Common Stock — Int/Div — Buy
Walt Disney Co Common Stock — Int/Div
First Horizon Natl Corp Common Stock — Int/Div — Sold (part)
Intemational Business Machines Common Stock — Int/Div
Macquirie Infrastructure Corp - Was Macquirie Infrastructure LLC — Int/Div
Motorola Solutions Inc. Common Stock — Int/Div
Microchip Technology Inc Common Stock — Distribution
Plizer Inc Common Stock — Int/Div
Terra Inventions Corp Common Stock — None
Teradyne Inc Common Stock — Int/Div
Brokerage Account #2(H)
Columbia Acom Fund A — Int/Div
Brokerage Account #3 (H)
Apple, Inc — Int/Div
Coming, Inc — Int/Div
Walt Disney Co — Int/Div
Intemational Business Machines Corp — Int/Div
Pepsico — Int/Div
Cash - JPMorgan Securities — None
Brokerage Account 24 (H)
Walt Disney Co — Int/Div
Pepsico — Int/Div
Cash - JPMorgan Securities — None
Retirement Account £1 (H)
Gemeral Money Market Fd CI B — None — with line 30)
Dreyfus Ins Deposit Program — Interest
American Century Short Duration Inflation Protect- ion Bad Fd Inv Cl — Int/Div
Columbia Acom International Fd Cl R4 — Int/Div — Sold
Dodge & Cox Income Fund — Int/Div
Carillon Eagle Small Cap Growth Fund C1 1 - See Note 2. Part VIII — Int/Div
Eaton Vance Floating Rate High Income Instit Class — Int/Div
Fidelity Advisor International Small Cap Fund Class 1 — Int/Div — Buy
Fidelity Advisor Mid Cap 11 Fd Class — Int/Div
Fidelity Advisor New Insights Fd Class — Int/Div — Sold (part)
Fundamental Investors Class F-2 — Int/Div — Sold (part)
The Oakmark Inermational Fund Class — Int/Div
Silverpepper Commodity Strategy Global Macro Fund Inst Class — Int/Div
John Hancock Disciplined Value Mid Cap Fund Class 1 — Int/Div
MFS Intemational Value Fund Class — Distribution
MFS Value Fund Class — Int/Div — Sold (part)
Northerm Small Cap Value Fund — Int/Div
Oppenheimer Develooping Markets Fund Class Y — Int/Div
Pimco Income Fund Class P — Int/Div
T Rowe Price Emerging Markets Stock — Int/Div
Russell Global Real Estate Sec Fd Class S — Int/Div
Templeton Globa Bond Fund Advisor Class — Int/Div
Retirement Account 22 (H)
Dreyfus Ins Deposit Program — None
Alliance Bernstein Global Real Estate Investment FA C1 A — Int/Div
Europacific Growth Fund Class A — Int/Div
The Growth Fund of America Class A — Int/Div
MFS Value Fund Class A — Int/Div
Oppenheimer Global Strategic Income Fund Class A — Int/Div
Pimco Total Return Class A — Int/Div
Small-Cap World Fund Class A — Int/Div
Victory Integrity Small-Cap Value Fund — Int/Div
Washington Mutual Investors Fund Class A — Int/Div
College Fund #1 (H)
The Bond Fund of America -529A — Int/Div
The Growth Fund of America - S29A — None
The Income Fund of America - 529A — Int/Div
New Perspective Fund - 529A — None
Washington Mutual Investors Fund - 529A — Int/Div
College Fund #2 (H)
NYS 529 College Svgs Plan Moderate Age- Based Opt Conservative Growth — None — Note 1, Part VII
College Fund #3 (H)
NYS 529 College Sves Plan Moderate Age- Based Opt Conservative Growth — None — Note 1, Part VII
Rental Property #1, Brooklyn, NY See Note 3. Pat VIII — Rent
Liability — Quicken Loans — Mortgage on combined personal residence/rental property #1, Brooklyn, NY, Pt VII, line 72
Spouse's income — 2017 — The City of New York, Salary
Notes to Part VII.

Note |. College Funds which do not reeport income as an item separate from change in value.

Note 2. Name change from Eagle Small Cap Growth Fund Class |

Note 3. Property was purchased in 2002 for $1,335,000,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11383. Public record. Not legal advice.