# John Byron Owens > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13357 ## Record - **Judge:** John Byron Owens - **Year:** 2017 - **Report type:** Annual - **Pages:** 11 ## Text Bank of America Checking Account — Interest Series Savings Bonds — Interest Trust (H) Morgan Stunley Bank NA (X) — Interest Northwest em Mutual Whole Life Insurance Policy #1 — Int/Div Northwestern Mutual Whole Life Insurance Policy #2 — Int/Div Mass Mutual Whole Life Insurance Policy — Int/Div 401k #1 (H) Blackrock Liquidity Fund T Inst — Int/Div Fidelity Equity Income Fund (FEQIX) — Int/Div 52921 (H) Scholarshare 529 Passive Age Based 5-8 — Int/Div — Sold Scholurshare 529 Passive Age Based 9-10 — None — Buy Scholurshare 529 Passive Age Based 11-12 — Int/Div — Sold Scholarshare 529 Passive Age Based 13-14 — None — Buy BROKERAGE #1 (H) UBS (Cash Accounts) — Interest — 32 Ford Common Stock (F) — Int/Div Home Depot Common Stock (HD) — Int/Div McDonalds Common Stock (MCD) — Int/Div Microsoft Common Stock (MSFT) — Int/Div Walmart Common Stock (WMT) — Int/Div BROKERAGE 22 (H) Artisan Mid Cap Value Fund (ARTQX) — Int/Div — Sold Maingate MLP Fund (AMLPX) — Int/Div — Sold Nuveen High Yield Municipal Bond Fund I(NHMRX) — Int/Div — Sold Rovce Dividend Value Fund (RYDVX) — Int/Div — Sold American Funds SMALLCAP World Fund Class F2 (SMCFX) — Int/Div — Sold Thomburg International Value Fund (TGVAX) — Int/Div — Sold Virtus Multi-Sector Short Term Bond Fund (PSTCX) — Int/Div — Sold American Funds Growth Fund of America Class F2 (GFFFX) — Int/Div — Sold (part) — 9 The Investment Company of America Class F2 (ICAFX) — Int/Div — Sold (part) — as Angel Oak Income Fund (ANGLX) — Int/Div — Buy (add'l) American Funds EuroPacific Growth Class F2 (AEPFX) — Int/Div Franklin CA Interm Term Tx Fr Inc Adv (FRCZX) — Int/Div — Buy Shares Core S&P MidCap ETF (UH) — Int/Div — Buy IShares Core S&P SmallCap ETF (JR) — Int/Div — Buy Janus Henderson Small Cap Val Fd C11 USCOX) — Int/Div — Buy Janus Henderson Global Eq Inc Fd C11 (HFOQIX) — Int/Div — Buy (add'l) — 17 JP Morgan Large Cap Growth Fund {OLGAX) — Int/Div MFS Value Fund Class (MEIIX) — Int/Div American Funds New World Fund Class F2 INFFFX) — Int/Div — Buy (add'l) Oppenheimer Internat] Sm-Mid Co Fd CTY (OSMYX) — Int/Div — Buy Oppenheimer Sr Float Rate Fd C1'Y 1O0SYX) — Int/Div — Buy Pioneer Strategic Income Fund (PSRAX) — Int/Div — Buy (add'l) Principal Midcap Fund Class (PEMGX) — Int/Div — Buy BROKERAGE 23 (H) UBS (Cash Accounts) — Interest — 12 IBM Common Stock (IBM) — Int/Div — 7 Qualcomm Common Stock (QCOM) — Int/Div — 6H American Funds New World Fund Class A INEWFX) — Int/Div — 26 American Funds Smallcap World Fund Class A (SMCWX) — Int/Div — Buy (add'l) — bid American Funds Euro Pacific Growth Fund Class A (AEPGX) — Int/Div — 24 American Funds Fundamental Investors Fund Class A (ANCFX) — Int/Div — 22 American Funds Investment Company of America Class A (AIVSX) — Int/Div — Sold (part) — 23 American Funds Bond Funds of America Class A (ABNDX) — Int/Div — Buy (add'l) — 28 American Funds Capital World Bond Fund Class A (CWBFX) — Int/Div — Buy (add'l) — 22 American Funds Growth Fund of America Class A (AGTHX) — Int/Div — 25 BROKERAGE 24 (H) UBS (Cash Accounts) — Interest — 12 IBM Common Stock (IBM) — Int/Div — 4 Qualcomm Common Stock (QCOM) — Int/Div — 6H American Funds Fundamental Investors Fund Class A (ANCFX) — Int/Div — Sold (part) — 2 American Funds Growth Fund of America Class A IAGTHX) — Int/Div — Sold (part) — 25 American Funds Bond Funds of America Class A IABNDX) — Int/Div — Buy (add'l) — 28 American Funds Capital World Bond Fund Class A ICWBFX) — Int/Div — Buy (add'l) — 29 American Funds Euro Pacific Growth Fund Class A (AEPGX) — Int/Div — 24 American Funds New World Fund Class A INEWFX) — Int/Div — Buy (add'l) — 26 American Funds Smallcap World Fund Class A (SMCWX) — Int/Div — Buy (add'l) — 7 Secretarv/Board Member Liability — Northwestern Mutual Life Insurance Co. — Policy Loan Reimbursement — Harker School — Mar 7, 2017 — San Jose, CA — Board Meeting — Travel, meals Reimbursement — Harker School — Jan 27,2017 — San Jose, CA — Board Meeting — Travel, meals Reimbursement — Harker School — Feb 8-9, 2017 — San Jose, CA — Board Meeting — Travel, lodging, meals Reimbursement — Pepperdine University — Mar 15-16, 2017 — Malibu, CA — Judicial Clerkship Institute Panel — Travel, lodging Reimbursement — Harker School — Aug 24,2017 — Sin Jose, CA — Board Meeting — Travel, meals Part VII of this report has been reformatted by account. Consequently, Imes 6. 7, 22, 24-29, and 32 of the 2016 report correspond with two or more entries in the 2017 report. This is not indicative of reportable transactions. Part VII, line 39: Name change; see 2016, line 37. Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per page 42 of the filing instructions. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13357. Public record. Not legal advice.