# Hildy Bowbeer

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16063

## Record

- **Judge:** Hildy Bowbeer
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 21

## Text

Trust #1 (H)
US Bank Checking Account — Interest
Rental Property #1, Collier County, FL — Rent
Northwestern Mutual Whole Life Insurance Policies — Int/Div
Collegebound 529 Invesco Moderate College Port C — None
Fidelity Individual Account (Money Market) (SPAXX) — Interest
IM Company Stock (common) — Int/Div
TOD! (H)
Fidelity Goverment Money Market (SPAXXHI(X) — Interest
3M Company Restricted Stock Units (unvested) — Int/Div — Buy (add'l)
3M Company Restricted Stock Units (unvested) — Buy (add'l)
3M Company Restricted Stock Units (unvested) — Sold (part)
3M Company Restricted Stock Units (unvested) — Buy (add'l)
3M Company Restricted Stock Units (unvested) — Sold (part)
3M Company VIP Excess (deferred compensation plan / no control) (cash) — None
3M Company Medical Savings Account — Interest
IM Company Stock Options — None — Sold (part)
IM Company Stock Options — Sold (part)
Brokerage Account #1 (H)
DREYFUS GENERAL MNY MKT FUND LB — Int/Div
RUSSELL TAX-MANAGED US. MID & SMALL CAP FUND CLASS S — Distribution
RUSSELL TAX MANAGED US. LARGE CAP FUND CLASS S — Int/Div
RUSSELL EMERGING MARKETS FUND CLS — Int/Div
RUSSELL GLOBAL REAL ESTATE SECURITIES FUND CLASS S — Int/Div
RUSSELL TAX EXEMPT BOND FUND CLASS S — Distribution
Trust #2 (H)
BMO Harms Bank (various accounts) (Y)
RBC Prime Market Money Fund (TPMXX) — Interest
Everbank FDIC INS — Int/Div — Buy
Everbank FDIC INS — Sold
Franklin Income Mutual Fund (FCISX) — Int/Div
Pimco Low Duration Mutual Fund (PTLCX) — Int/Div
Templeton Foreign Mutual Fund (TEFTX) — Int/Div
Thomburg Investment Income Mutual Fund (TIBCX) — Int/Div
Vanguard Balanced Index FD Inc Admiral SHS (VIBAX) — Int/Div — Buy
IRA #1 (H)
Northwestern Mutual General Money Market Fund Class B — Interest
Invesco Balanced-Risk Commodity Strategy Fund Class Y (BRCYX) — None
Brown Capital Management Small Company Fund (BCSSX) — Int/Div
Columbia Acorn International Fund Class R4 — Int/Div — Sold
Dodge & Cox Income Fund (DODIX) — Int/Div
Europacific Growth Fund Class F-2 (AFPFX) — Int/Div — Buy (add'l)
Fidelity Advisor Mid Cap Fund Class (FIIMX) — Int/Div
Fidelity Advisor New Insights Fund Class (FINSX) — Int/Div — Sold (part)
The Oakmark Intemational Fund Class HOAKIX) — Int/Div — Buy (add'l)
The Oakmark International Small Cap Fund ({OAKEX) — Int/Div
International Growth and Income Fund Class F-2 (1IGFFX) — Int/Div
John Hancock Disciplined Value Mid Cap Fund Class — Int/Div — Sold (part)
MFS Value Fund Class — Int/Div — Sold (part)
Metropolitan West Total Return Bond Fund Class — Int/Div — Sold (part)
New World Fund - Class F2 — Int/Div
Northern Small Cap Value Fund — Int/Div
Parnassus Core Equity Fund Institutional Class — Int/Div
PIMCO Income Fund Class P — Int/Div
T Rowe Price Emerging Markets Stock Fund — Int/Div
T Rowe Price Real Estate Fund — Int/Div
IRA £2 (H)
RBC Cash and Federated Money Market Fund — Interest
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Int/Div — Buy (add'l)
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Buy (add'l)
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Buy (add'l)
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Sold (part)
AMG Southersun US Equity INSTL CL — None — Buy
AMG Southersun US Equity INSTL CL — Sold
Artisun Partners FDS luc INTL Value FD ADV SH (APDKX) — Int/Div — Buy
Artisun Partners FDS luc INTL Value FD ADV SH (APDKX) — Buy (add'l)
Artisun Partners FDS luc INTL Value FD ADV SH (APDKX) — Buy (add'l)
Brandes Emerging Markets Mutual Fund (BEMIX) — Int/Div — Sold (part)
Brandes Emerging Markets Mutual Fund (BEMIX) — Sold (part)
Brandes Emerging Markets Mutual Fund (BEMIX) — Buy (add'l)
Brandes INVT TR INTL Small Cap Equity FD CL 1{BSMIX) — Int/Div — Buy
Brandes INVT TR INTL Small Cap Equity FD CL 1{BSMIX) — Buy (add'l)
Dodge & Cox Stock Mutual Fund — Int/Div — Buy (add'l)
Dodge & Cox Stock Mutual Fund — Sold (part)
Dodge & Cox Stock Mutual Fund — Sold
Diamond Hill FDS Small Cap FD CL (DHMIX) — Int/Div — Buy
Diamond Hill FDS Small Cap FD CL (DHMIX) — Sold (part)
Diamond Hill FDS Small Cap FD CL (DHMIX) — Sold (part)
Diamond Hill FDS Small Cap FD CL (DHMIX) — Buy (add'l)
Diamond Hill Long-Short Mutual Fund — None — Sold
Vanguard Sector Index Energy ETF — None — Sold
Deutsche Croct Int'l Mutual Fund — Int/Div — Buy (add'l)
Deutsche Croct Int'l Mutual Fund — Sold (part)
Deutsche Croct Int'l Mutual Fund — Buy (add'l)
Deutsche Croct Int'l Mutual Fund — Sold
Ishares Core High Dividend E11 — None — Sold
Ishares Core Dividend Growth ETF — None — Sold
shares Core S&P S00 Index ETF (IVV) — Int/Div — Buy (add'l)
shares Core S&P S00 Index ETF (IVV) — Sold (part)
shares Core S&P S00 Index ETF (IVV) — Sold (part)
shares Core S&P S00 Index ETF (IVV) — Buy (add'l)
Ishares Core S&P Mid Cap ETF (UH) — Int/Div — Sold (part)
Ishares Core S&P Mid Cap ETF (UH) — Sold (part)
Ishares Core S&P Mid Cap ETF (UH) — Sold (part)
Ishares Core S&P Mid Cap ETF (UH) — Sold (part)
Ishares Core S&P Mid Cap ETF (UH) — Buy (add'l)
IShares Core S&P Small Cap ETF (LR) — Int/Div — Buy
IShares Core S&P Small Cap ETF (LR) — Sold (part)
IShares Core S&P Small Cap ETF (LR) — Sold (part)
IShares Core S&P Small Cap ETF (LR) — Sold (part)
IShares Core S&P Small Cap ETF (LR) — Buy (add'l)
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Int/Div — Buy (add'l)
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Sold (part)
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Sold (part)
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Sold (part)
Ivy Apollo Strategic Income Fund CL (POX) — Int/Div — Buy
JP Morgan TR Strategic Income Opportunities Mutual Fund — None — Sold
Loomis Sayles Strategic Income Fund Class Y INEZYX) — Int/Div — Buy
Loomis Sayles Strategic Income Fund Class Y INEZYX) — Sold (part)
Lord Abbett Short Duration Income Fund C1 F(LDLFX) — Int/Div — Buy
Mairs & Power Growth Mutual Fund — None — Sold
MFS Growth Mutual Fund (MFEIX) — Distribution — Sold (part)
MFS Growth Mutual Fund (MFEIX) — Sold (part)
MFS Growth Mutual Fund (MFEIX) — Sold (part)
MFS Growth Mutual Fund (MFEIX) — Buy (add'l)
MFS SER TR Value Fund C1 1 (MENX) — Int/Div — Sold (part)
MFS SER TR Value Fund C1 1 (MENX) — Buy (add'l)
MFS SER TR Value Fund C1 1 (MENX) — Sold (part)
MFS SER TR Value Fund C1 1 (MENX) — Buy (add'l)
Natixis Loomis Sayles Strategic Mutual Fund — None — Sold
Natixis FDS TR Il ASG Mnagd Futures Strategy FDCLY — None — Sold (part)
Natixis FDS TR Il ASG Mnagd Futures Strategy FDCLY — Sold (part)
Natixis FDS TR Il ASG Mnagd Futures Strategy FDCLY — Sold (part)
Natixis FDS TR Il ASG Mnagd Futures Strategy FDCLY — Buy (add'l)
Natixis FDS TR Il ASG Mnagd Futures Strategy FDCLY — Sold (part)
Natixis FDS TR Il ASG Mnagd Futures Strategy FDCLY — Sold
Oakmark Global Select Mutual Fund — Int/Div — Sold (part)
Oakmark Global Select Mutual Fund — Sold
Oppenheimer Developing Markets FDS Cl Y (ODVYX) — Int/Div — Buy
Oppenheimer Developing Markets FDS Cl Y (ODVYX) — Sold (part)
Oppenheimer Developing Markets FDS Cl Y (ODVYX) — Sold (part)
Templeton Income Global Total Return Mutual Fund — Int/Div — Buy (add'l)
Templeton Income Global Total Return Mutual Fund — Buy (add'l)
Templeton Income Global Total Return Mutual Fund — Buy (add'l)
Templeton Income Global Total Return Mutual Fund — Sold (part)
Thomburg INVT TR Mutual Fund — Int/Div — Sold
Vanguard Fixed Income Secs Inter Term INVT Grade FD Adm CHVFIDX) — Int/Div — Buy
Vanguard Sector Index Financials ETF — None — Sold
Vanguard Sector Index FDS Vanguard REI ETF — Int/Div — Buy
Vanguard Sector Index FDS Vanguard REI ETF — Buy (add'l)
Vanguard Sector Index FDS Vanguard REI ETF — Sold (part)
Vanguard Sector Index FDS Vanguard REI ETF — Sold (part)
1443, — Sold (part)
1443, — Sold
Vanguard Total International Bond ETF — None — Buy
Vanguard Total International Bond ETF — Buy (add'l)
Vanguard Total International Bond ETF — Buy (add'l)
Vanguard Total International Bond ETF — Sold
Vanguard Total Bond Market ETF — Int/Div — Buy
Vanguard Total Bond Market ETF — Buy (add'l)
Vanguard Total Bond Market ETF — Sold (part)
Vanguard Total Bond Market ETF — Sold (part)
Vanguard Total Bond Market ETF — Sold
Vanguard Montgomery FDS MKT Neutral FD — None — Buy
Vanguard Montgomery FDS MKT Neutral FD — Buy (add'l)
Vanguard Montgomery FDS MKT Neutral FD — Sold
Voya SER FD Inc FLoating Rate FD Class {IFRIX) — Int/Div — Buy
Brokerage Account #2 (H)
RBC Money Market Bank Deposit Program — Interest
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Int/Div — Buy (add'l)
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Buy (add'l)
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Buy (add'l)
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Buy (add'l)
Alliance Bernstein Global Bond Mutual Fund (ANAYX) — Sold (part)
AMG Southersun US Equity INSTL CL — None — Buy
AMG Southersun US Equity INSTL CL — Sold
Artisan Partners FDS Inc INTL Value FD ADV SH (APDKX) — None — Buy
Artisan Partners FDS Inc INTL Value FD ADV SH (APDKX) — Buy (add'l)
Artisan Partners FDS Inc INTL Value FD ADV SH (APDKX) — Buy (add'l)
Brandes Emerging Markets Mutual Fund (BEMIX) — Int/Div — Buy
Brandes Emerging Markets Mutual Fund (BEMIX) — Sold (part)
Brandes Emerging Markets Mutual Fund (BEMIX) — Buy (add'l)
Brandes INVT TR INTL Small Cap Equity FD CL 1 (BSMIX) — Int/Div — Buy
Brandes INVT TR INTL Small Cap Equity FD CL 1 (BSMIX) — Buy (add'l)
Diamond Hill FDS Small Cap FD CL (DHMIX) — Int/Div — Buy
Diamond Hill FDS Small Cap FD CL (DHMIX) — Buy (add'l)
Diamond Hill Long-Short Mutual Fund — Distribution — Sold
Deutsche Croci Int'l Mutual Fund — Int/Div — Buy
Deutsche Croci Int'l Mutual Fund — Sold (part)
Deutsche Croci Int'l Mutual Fund — Sold (part)
Deutsche Croci Int'l Mutual Fund — Buy (add'l)
Deutsche Croci Int'l Mutual Fund — Sold
Dodge & Cox Income Mutual Fund — None — Sold
Dodge & Cox Stock Mutual Fund — None — Buy (add'l)
Dodge & Cox Stock Mutual Fund — Sold (part)
Dodge & Cox Stock Mutual Fund — Sold
FPA New Income Mutual Fund — None — Sold
Ishares Core High Dividend ETF — None — Sold
shares Core Dividend Growth ETF — None — Sold
shares Core S&P S00 Index ETF (IVV) — Int/Div — Sold (part)
shares Core S&P S00 Index ETF (IVV) — Sold (part)
shares Core S&P S00 Index ETF (IVV) — Buy (add'l)
Ishares Core S&P Mid Cap ETF (JH) — Int/Div — Buy (add'l)
Ishares Core S&P Mid Cap ETF (JH) — Sold (part)
Ishares Core S&P Mid Cap ETF (JH) — Sold (part)
Ishares Core S&P Mid Cap ETF (JH) — Sold (part)
Ishares Core S&P Mid Cap ETF (JH) — Sold (part)
Ishares Core S&P Mid Cap ETF (JH) — Buy (add'l)
Shares Core S&P Small Cap ETF (JR) — Int/Div — Buy
Shares Core S&P Small Cap ETF (JR) — Sold (part)
Shares Core S&P Small Cap ETF (JR) — Buy (add'l)
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Int/Div — Buy
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Sold (part)
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Sold (part)
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Sold (part)
Ishares Core MSCI Total Int'l Stock ETF (IXUS) — Sold (part)
Ishares MSC1 Emerging Markets ETF — None — Sold
Ivy Apollo Strategic Income Fund CL (POX) — Int/Div — Buy
Loomis Sayles Strategic Income Fund Class Y INEZYX) — Int/Div — Buy
Loomis Sayles Strategic Income Fund Class Y INEZYX) — Sold (part)
Lord Abbett Short Duration Income Fund C1 F(LDLFX) — Int/Div — Buy
Mairs & Power Growth Mutual Fund — None — Sold
MFS Growth Mutual Fund (MFEIX) — Int/Div — Sold (part)
MFS Growth Mutual Fund (MFEIX) — Sold (part)
MFS Growth Mutual Fund (MFEIX) — Buy (add'l)
MFS SER TR Value Fund C11 (MEIX) — Int/Div — Buy
MFS SER TR Value Fund C11 (MEIX) — prt)
MFS SER TR Value Fund C11 (MEIX) — Buy (add'l)
Natixis FDS TR 11 ASG Mnagd Futures Strategy FD CL Y — None — Buy
Natixis FDS TR 11 ASG Mnagd Futures Strategy FD CL Y — Sold (part)
Natixis FDS TR 11 ASG Mnagd Futures Strategy FD CL Y — Sold (part)
Natixis FDS TR 11 ASG Mnagd Futures Strategy FD CL Y — Buy (add'l)
Natixis FDS TR 11 ASG Mnagd Futures Strategy FD CL Y — Sold (part)
Natixis FDS TR 11 ASG Mnagd Futures Strategy FD CL Y — Sold
Oakmark Global Select Mutual Fund — None — Sold (part)
Oakmark Global Select Mutual Fund — Sold
Oppenheimer Developing Markets FDS Cl Y(ODVYX) — Int/Div — Buy
Oppenheimer Developing Markets FDS Cl Y(ODVYX) — Sold (part)
RS Invst Global Natural Resources Mutual Fund — None — Sold
Templeton Global Bond Market Fund — None — Sold
Templeton Income Global Total Return Mutual Fund (TTRZX) — Int/Div — Buy
Templeton Income Global Total Return Mutual Fund (TTRZX) — Buy (add'l)
Templeton Income Global Total Return Mutual Fund (TTRZX) — Sold (part)
Thomburg INVT TR Mutual Fund — None — Sold
Vanguard Fixed Income Secs Inter Term INVT Grade FD Adm CHVFIDX) — Int/Div — Buy
Vanguard FTSE Developed Markets ETF — None — Sold
Vanguard Sector Index Financials ETF — None — Sold
Vanguard Sector INdex FDS Vanguard REIT ETF — None — Buy
Vanguard Sector INdex FDS Vanguard REIT ETF — Buy (add'l)
Vanguard Sector INdex FDS Vanguard REIT ETF — Sold (part)
Vanguard Sector INdex FDS Vanguard REIT ETF — Sold (part)
Vanguard Sector INdex FDS Vanguard REIT ETF — Sold
Vanguard Total International Bond ETF — None — Buy
Vanguard Total International Bond ETF — Buy (add'l)
Vanguard Total International Bond ETF — Buy (add'l)
Vanguard Total International Bond ETF — Sold
Vanguard Total Bond Market ETFff — None — Buy
Vanguard Total Bond Market ETFff — Buy (add'l)
Vanguard Total Bond Market ETFff — Buy (add'l)
Vanguard Total Bond Market ETFff — Sold (part)
Vanguard Total Bond Market ETFff — Sold (part)
Vanguard Total Bond Market ETFff — Sold
Vanguard Montgomery FDS MKT Neutral FD — None — Buy
Vanguard Montgomery FDS MKT Neutral FD — Buy (add'l)
Vanguard Montgomery FDS MKT Neutral FD — Sold
Voya SER FD Inc FLoating Rate FD Class (IFRIX) — Int/Div — Buy
Agreement — 1997 — IM Company Pension Plan - former employer, no control other than to specify when pension payments will start: intend to recuse from all 3M matters before Court
Reimbursement — Intellectual Property & Technology Institute
Income — 2016 — New Harbinger Publishing Company - book royalties — $1.774.62
Income — 2016 — Taylor & Francis Group - book rovalties — $214.08
Part VIL, line 2: Purchased Feb. 2013, $412,000; see 2015, line 11.

Part VII, line 3: No underlying investments; see 2018, line 21.

Part VII, line 4: Name updated;

: see 2015, line 22.

Part VII, lines 4 and 15: These holdings do not report income on individual positions; they are reported only in unit value, therefore income is listed as "None," per

page 40 of the filing instructions.

Part VIL, line 38: Name updated; see 2015, line 40.

Part VIL, line 45: Inadvertently omitted from prior report.

Part VII, Line | 16: Corporate name change; see 20185, line 90

Part VII, Line 121: Corporate name change; see 2015, Tine 94.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16063. Public record. Not legal advice.