# John A. Kazen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19387

## Record

- **Judge:** John A. Kazen
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 7

## Text

BROKERAGE #1 (H)
BBVA Compass (cash) — Interest
USAA Federal Savings Bank (cash) — Interest
Mineral Interest, Shackelford County, Texas — Rovalty
Kazen, Meurer & Perez LLP (buyout note) — Interest — Sold (part)
Kazen, Meurer & Perez LLP (buyout note) — Sold (part)
Kazen, Meurer & Perez LLP (buyout note) — Sold (part)
Kazen, Meurer & Perez LLP (buyout note) — Sold (part)
Kazen, Meurer & Perez LLP (buyout note) — Sold (part)
Kazen, Meurer & Perez LLP (buyout note) — Sold (part)
IRA #1 (H)
Fidelity Govt Cash Reserves (FDRXX) {cash equiv) — Int/Div
Fidelity Canada (FICDX) — Int/Div
Fidelity 500 Index Fund Instl (formerly Premium (FUSVX ND (FXAIX) — Int/Div
Fidelity Select Health Care (FSPHX) — Int/Div
Fidelity Select Defense & Aerospace (FSDAX) — Int/Div
AMG Yacktman Fund 1 {YACKX) — Int/Div
leon Energy CIS (ICENX) — Int/Div
Janus Henderson Gl Life Sciences T UAGLX) — None — Sold
Third Ave Real Estate Val Inst] (TAREX) — Int/Div
Looms Sayles Bond Retail Shares (LSBRX — Int/Div
IRA #2 (H)
Fidelity Independence (FDFFX) — Int/Div
IRA #3 (H)
Hennessy Gas Utility Investor C1 (GASFX) — Int/Div
Fidelity Govt Money Mkt (SPAXX) {cash equiv) — Int/Div
Driehaus Emerging Mkts (DREGX) — None — Sold
First Eagle Gold Class A (SGGDX) — None — Sold
Hennessy Gas Utility Inv C1 (GASFX) — Int/Div
Pimco Income Fund Cl A (PONAX) — Int/Div — Sold
Fidelity Municipal Money Market (FTEXX) (cash equiv) — Int/Div
Apple Inc (AAPL) — Int/Div
Board of Directors
Board of Directors
Agreement — 2018 — Three year buyout of my partnership mterest mm my former law firm, Kazen, Meurer & Perez LLP
Liability — Texas Community Bank — Line of credit for former law firm
Liability — BBVA Compass — Commercial Mortgage for former law firm
Part 1, line 1: Terminated upon taking the bench.

Part VII, line 3: Assessed in 2018 at $1005.00,

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.

Part VII, lines 15 and 26 of the prior report are not reportable in this cycle. There are no corresponding reportable transactions,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19387. Public record. Not legal advice.