Karon O. Bowdre
2009
Ask Donna
Pull out the substance of this filing.
What was filed
76
investments
1
positions
0
gifts
1
agreements
0
debts
3
reimbursements
1
income
1
spouse income
Named parties
- I a wil Se or BO Gs om
- Pepperdine University
- DLA Piper, LLP & University of Maryland
- Primerus Conference
- Juliette Farms fka Kaybee Saddlebreds (Breed, Train & Show American Saddlebred Horses)
- Self-Employed Law Practice
As filed
LLC #1- Hwy 280, LLC / Real Estate Birmingham, AL — Rent
First Commercial Bank Acct — Interest
First Commercial Bank Acct — Interest
American Fund-Fundamental Investors — Int/Div
American Fund-Europacific Growth Fund — Int/Div
American Fund-Capital World Growth and Income — Int/Div
Merrill Lynch Bank Deposit Program (See Part VIII) — Int/Div
Janus Investnent Fund - Small Cap Value Fund — Int/Div
Fundamental Investors — Int/Div
Growth Fund of America — Int/Div
Citibank Smith Bamey Money Fund — Int/Div
RGBK Common Stock — Int/Div — Sold
Legg Mason Value Trust — Int/Div — Sold (part)
Microsoft Common Stock — Int/Div
Walmart Stores Common Stock — Int/Div
Growth Fund of America (IRA) — Int/Div
New Perspective Fund (IRA) — Int/Div
Small Cap World Fund-IRA — Int/Div
Cap.World Growth&Inc-IRA — Int/Div — Sold (part)
Euro Pac Growth-IRA — Int/Div — Sold (part)
Invest Co of Amer-IRA — Int/Div
Wash Mut. Inv Fund-IRA — Int/Div — Sold (part)
Fidelity Disc Equity-IRA — Int/Div
Inv. Co. of America Fund — Int/Div
Trust I; Inc.Benef; Trustee= "4; See Part VIII HS — Int/Div
Regions Bank Acct — Interest
American New Perspective Fund — Int/Div
Trust II; Inc. Bene. ©. =Trustee, See Part VIII. — Int/Div
401(k) John Hancock, See Part VIII — Int/Div — Buy (add'l)
Lawfirm Capital Contribution “See Part VIII — None
Trust III; Inc Benef; Life Ins; Trustee See Part VIII — None
Trust IV, Inc Benef; Life Ins; Trustee. - ‘See Part VIII — None
Disney Common Stock — Int/Div
Merrill Lynch Bank Deposit Program (See Part VIII) — Interest
Perkins Fd- Small Cap & Value Fund-IRA (See Part VIII) — Int/Div
T. Rowe Price Mid-Cap Growth Fund-IRA — Int/Div
General Electric Company Common Stock — Int/Div
New England Financial Permanent Life Insurance — Int/Div
New England Financial- Permanent Life Insurance Policy — Int/Div
Metlife Permanent Life Ins. — Int/Div
Alliance Bemstein Wealth Appreciation Fund (See Part VIII) — Interest — Buy
T. Rowe Price Mid Cap Growth Fund — Int/Div
Eurapacific Growth Fund — Int/Div
Capital World Growth — Int/Div
Capital World Growth — Int/Div
Intermediate Bond Fund of America — Int/Div
Real estate investment, SEES Panama City, FL — None
Stern Agee Cash Trust Prime Money Market (See Part VIII) — None — Sold
Europacific Growth Fund Cl A — Int/Div
Fundamental Investments Inc. C1 F — Int/Div
Fidelity Funds Cash Reserves — Int/Div
ING - Life Insurance Policy — Int/Div
Citadel Broadcasting — Int/Div
Dell, Inc. — Int/Div — Sold
Proshares Ultra Financial — Int/Div — Sold
General Electric Cap Corp. Notes — Int/Div — Sold
New World Fund — Int/Div
T. Rowe Price Equity Inc — Int/Div — Sold
Fairholme FDS, Inc — Int/Div
Royce Special Equity — Int/Div
Dodge & Cox Int'l Stock — Int/Div
T. Rowe Price Cap Apprec — Int/Div
Amencan Tax Exempt Bond Fund CL-C — Int/Div
Cap Inc Bldr FD CLC — Int/Div
Fundamental Inv. Inc — Int/Div
New World Fund — Int/Div
Wells Fargo Co — Int/Div
Income Fund America — Int/Div
American Tax Exempt Bond Fund CL-C — Int/Div
Cap Inc. Bldr CLC — Int/Div
Cap World Growth & Inc. — Int/Div
SPDR Gold Trust — Int/Div — Buy
SPDR Gold Trust — Int/Div — Buy
Powershares DB Commodity — Int/Div — Buy
Merrill Lynch Bank Deposit Account — Int/Div — Buy
TD Bank USA FDIC Ins. Deposit Account (See Part VIII) — Int/Div — Buy
5., I a wil Se or BO Gs om
Agreement — 2001 — Samford University (Defined Benefit Plan)-vested benefits in plan of former employer
Reimbursement — Pepperdine University — March 19-23, 2009 — Malibu, CA — Judicial Clerkship Seminar — Reimbursement for hotel, travel, & meals
Reimbursement — DLA Piper, LLP & University of Maryland — April 16-19, 2009 — Baltimore, MD — Moot Court Competition Law firm seminar — Reimbursed for air, hotel, & meals
Reimbursement — Primerus Conference — April 24-26, 2009 — Tuscon, AZ — Taught at attomey conference — Reimbursed for air, hotel, & meals
Income — 2009 — Juliette Farms fka Kaybee Saddlebreds (Breed, Train & Show American Saddlebred Horses) — $0.00
Spouse's income — 2009 — Self-Employed Law Practice
FINANCIAL DISCLOSURE REPORT
Name of Person Reporting
Date of Report
07/30/2010
Page 10 of 10
Bowdre, Karon O.
IX. CERTIFICATION.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is
accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory
provisions permitting non-disclosure.
1 further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in
compliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.
Signat
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL
AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on Financial Disclosure
Administrative Office of the United States Courts
Suite 2-301
One Columbus Circle, N.E.
Washington, D.C. 20544
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.