# Karon O. Bowdre

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/23592

## Record

- **Judge:** Karon O. Bowdre
- **Year:** 2005
- **Pages:** 10

## Text

LLC #1- Hwy 280, LLC / Real Estate Birmingham, AL — Distribution
First Commercial Bank Acct — Interest
First Commercial Bank Acct — Interest
American Fund-Fundamental Investors — Int/Div
American Fund-Europacific Growth Fund — Int/Div — sell
American Fund-Capital World Growth and Income — Int/Div
Evergreen Money Mrkv/Bank Deposit Sweep Acct, See Part VIII — Int/Div
Compass Bank Common Stock — Int/Div
Janus Investment Fund - Small Cap Value Fund — Int/Div — sell
Janus Investment Fund - Small Cap Value Fund — Int/Div — sell
Dreyfuss Appreciation Fund — Int/Div — sell
Fundamental Investors — Int/Div
Growth Fund of America — Int/Div
Smith Bamey CitibankMoney Fund — Int/Div
RGBK Common Stock — Int/Div
Legg Mason Value Trust — Int/Div
Merck Common Stock — Int/Div — sell
Microsoft Common Stock — Int/Div
Walmart Stores Common Stock — Int/Div
Alabama 0% Judicial Bldg Bonds — Distribution
Fundamental Inves.Fund (IRA) — Int/Div
Growth Fund of America (IRA) — Int/Div
New Perspective Fund (IRA) — Int/Div
Small Cap World Fund-IRA — Int/Div
Wash Mut Inv Fund-IRA — Int/Div
Cap.World Growth&Inc-IRA — Int/Div — buy
Euro Pac Growth-IRA — Int/Div — buy
Invest Co of Amer-IRA — Int/Div — sell
Growth Fund Amer-IRA — Int/Div — sell
Wash Mut. Inv Fund-IRA — Int/Div
Fidelity Disc Equity-IRA — Int/Div
AmSouth Bancorp Common Stock — Int/Div — sell
Bank of America Common Stock — Int/Div
Pioneer Growth/Income Fund — Int/Div
Inv. Co of Amer Fund — Int/Div
Putnam Voyager Fund — Int/Div
Inv. Co. of America Fund — Int/Div — sell
ICOS Common Stock — Int/Div — sell
ALKS Common Stock — Int/Div
Trust I; Inc.Benet.;: (INNER CN — Distribution
AmSouth Bank Acct — Interest
American New Perspective Fund — Int/Div
American New Perspective Fund — Int/Div
Cisco Systems Common Stock — Int/Div — sell
Trust II; Inc! QENARERMSINR CY — Distribution
LLCII, See Part VIII — Distribution
401(k)@ The Principal, See Part VIII — Int/Div — buy
Lawfirm Capital Contribution! (lili ol
Pioneer Mid-Cap Value Fund — Int/Div
Putnam Small Cap Value Fund — Int/Div
McDonalds Corp. Common Stock — Int/Div
Pixar Common Stock — Int/Div
Pixar Common Stock — Int/Div
Evergreen Money Mrkt/Bank Deposit Sweep Acct, See Part VIII. — Interest
Columbia Funds, Intl Value Fd Inv. CL A — Int/Div
Wachovia Cash Sweep Acct, See Part VIII. — Int/Div
Janus Invt. Fd- Small Cap & Value Fund-IRA — Int/Div
T. Rowe Price Mid-Cap Growth Fund-IRA — Int/Div
General Electric Company Common Stock — Int/Div
Intel Corp. Common Stock — Int/Div — sell
Nuveen Select Tax Free Income Port 2 SBI — Int/Div
Growth Fund of America-Class A — Int/Div
New England Financial Permanent Life Insurance — Int/Div
New England Financial- Permanent Life Insurance Policy — Int/Div
New England Finan.- Variable Ord.Life - Zenith Equity Series — Int/Div
Van Kampen Equity & Income Fund-Cl B-fka Equity Income — Int/Div
Pfizer Common Stock — Int/Div — sell
USB Cash Fund — Interest
T. Rowe Price Mid Cap Growth Fund — Int/Div — sell
T. Rowe Price Mid Cap Growth Fund — Int/Div — sell
Eurapacific Growth Fund — Int/Div — sell
Medco Health-Common Stock — Int/Div — sell
Microsoft Common Stock — Int/Div
Capital World Growth — Int/Div — buy
Intermediate Bond Fund of America — Int/Div — buy
Intermediate Bond Fund of America — Int/Div
LLC #3 - FBN Properties 1, LLC; real estate investment
Chico's FAS, Inc — Int/Div — buy
Stem Agee Cash Trust Prime Money Market — Interest
Agreement — 2001 — Samford University (Defined Benefit Plan)-vested benefits in plan of former employer
Income — 2005 — Juliette Farms fka Kaybee Saddlebreds (Breed, Train & Show American Saddlebred Horses) . — $ 50,200.00
Spouse's income — 2005 — Self-Employed Law Practice
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401(k): Principal Global Investors Fund, Principal Global/Barrow Hanley Fund, American Century Investment Management Large Cap Growth Fund and

contributions to the Plan and purchases by the Plan to these preselected funds are made throughout the year.

Lawfirm Capital Contribution JINR is in the law ar Birmingham, AL.

Trust III owns a life insurance policy issued by Phoenix Mutual Life Insurance Company.

Trust IV owns a life insurance policy issued by Northwestern Mutual Life Insurance Company.

Investments in Evergreen Fund were changed to "Bank Deposit Sweep" by the Brokerage House without any client direction. We are unaware whether this change

reflected on statements was a change in account name, a change in default "sweep accounts", or a Brokerage House policy change necessitating a "sale" or one

account and the reinvestment in another account since all of these actions were not initiated, directed or approved by the reporting party or other family member.

Partial sales in some holdings did not change year-end category listings.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/23592. Public record. Not legal advice.
