# Hildy Bowbeer > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29534 ## Record - **Judge:** Hildy Bowbeer - **Year:** 2019 - **Pages:** 22 ## Text Individual Assets (H) Wells Fargo Bank (cash) (X) — Interest US Bank (cash) — Interest Optum Bank HSA (cash) — Interest USAA Federal Savings Bank (X) — Interest Rental Property #1, Collier County, FL — None — Sold — Eric and Wendy Wright Northwestern Mutual Whole Life Insurance (Policyholder #1) — Dividend Northwestern Mutual Whole Life Insurance (Policyholder #2) — Dividend Nassau RE Whole Life Policy (formerly Phoenix Life) — Dividend Trust #1 (H) Fidelity Government Money Market (SPAXX) (cash eq.) — Interest — Buy (add'l) 3M Company Stock (common) (MMM) — Dividend TOD #1 (H) Fidelity Government Money Market (SPAXX) (cash eq.) — Interest 3M Company VIP Excess (deferred compensation plan / no control) (cash) — None 3M Company Medical Savings Account (cash) — Interest 3M Company Stock Options — None — Redeemed (part) 3M Company Stock (MMM) — Dividend — Buy (add'l) 3M Company Stock (MMM) — Sold Brokerage Account #1 (H) Northwestern Mutual FDIC Insured Program (cash) (X) — Interest Dreyfus General Money Market Fund Cl B (GMBXX) (cash eq.) — Interest — Redeemed Russell Tax-Managed US Mid & Small Cap Fund Class S (RTSSX) — Dividend Russell Tax-Exempt High Yield Bond Fund Class S (RTHSX) — Dividend Russell Tax-Managed International Fund Class S (RTNSX) — Dividend Russell Tax Managed US Large Cap Fund Class S (RETSX) — Dividend — Sold (part) Russell Global Real Estate Securities Fund Class S (RRESX) — Dividend Russell Tax Exempt Bond Fund Class S (RLVSX) — Dividend Trust #2 (H) RBC Prime Market Money Fund (TPMXX) (Y) Federated Equity Kaufman Sm Cap IS (FKAIX) — Dividend Federated Strategic Val Div Fd Instl (SVAIX) — Dividend Franklin Temp ETF Tr LibQ US Sm Cap Eq (FLQS) — Dividend — Buy Hartford MUT FDS Inc Mid Cap FD CL I (HFMIX) — None — Buy IShares Core S&P Mid Cap ETF (IJH) — Dividend IShares Core S&P Small Cap ETF (IJR) — None — Sold IShares Core S&P 500 ETF (IVV) — Dividend Madison Fds Mid Cap Fd Cl Y (GTSGX) — None MFS Growth Fund CL I (MFEIX) — Dividend MFS SER TR I Value Fund (MEIIX) — Dividend Harding Loevner Funds Intl Eq Port I (HLMIX) — None — Sold Invesco Oppenheimer Dev Mkts Fds Cl Y (ODVYX) — Dividend Oakmark Intl Fd Adv Cl (OAYIX) — None Vanguard FTSE Dev Mkts ETF (VEA) — Dividend — Sold AB Bd Fd Income Fd Advisor (ACGYX) — Dividend — Buy (add'l) AB Bd Fd Income Fd Advisor (ACGYX) — Buy (add'l) AB Global Bond Fund (ANAYX) — Dividend Blackrock FDS V Hgh Yld Bnd Portfolio Instl (BHYIX) — Dividend — Buy Blackrock FDS V Hgh Yld Bnd Portfolio Instl (BHYIX) — Buy (add'l) JPMorgan Tr I Global Bd Opp I (GBOSX) — Dividend Ivy Apollo Strategic Income Fund (IIPOX) — Dividend Lord Abbett Bd Deb Fd Inc F (LBDFX) — Dividend — Buy (add'l) Lord Abbett Short Dur Inc Fd F (LDLFX) — Dividend — Buy (add'l) Loomis Sayles Investment Grade Bd Fd Y (LSIIX) — Dividend — Buy (add'l) Putnam Fds Tr Short Dur Inc Fd Y (PSDYX) — Dividend — Sold Franklin Mutual Quest Fud CL Z (MQIFX) — Dividend — Buy Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Dividend — Buy MFS Ser Tr XIII Global Real Estate Fd I (MGLIX) — Dividend IRA #1 (H) Northwestern Mutual General Money Market Fund Class B (cash eq.) — Interest Invesco Balanced-Risk Commodity Strategy Fund Class Y (BRCYX) — Dividend American Century Short Duration Inflation Protection Bond (APOIX) — Dividend — Buy Baron Asset Fund Institutional Class (BARIX) — Dividend — Buy Dodge & Cox Income Fund (DODIX) — Dividend Europacific Growth Fund Class F-2 (AEPFX) — Dividend Fidelity Advisor Mid Cap Fund Class I (FIIMX) — Dividend — Sold Fidelity Advisor New Insights Fund Class I (FINSX) — Dividend — Sold (part) Goldman Sachs Intl Sm Cap Insights Fd Cl I (GICIX) — Dividend Goldman Sachs Absolute Return Tracker Fund Instl Cl (GJRTX) — Dividend — Buy The Oakmark International Fund Class I (OAKIX) — Dividend John Hancock Disciplined Value Mid Cap Fund Class 1 (JVMIX) — Dividend MFS Value Fund Class 1 (MEIIX) — Dividend — Sold (part) New World Fund - Class F2 (NFFFX) — Dividend Northern Small Cap Value Fund (NOSGX) — Dividend PIMCO Income Fund Class I-2 (PONPX) — Dividend — Sold (part) Principal Real Estate Securities FD CL 1 (PIREX) — Dividend — Buy Principal Global Multi Strategy Fund Class I (PRMIX) — None — Buy T Rowe Price Emerging Markets Stock Fund (PRMSX) — Dividend T Rowe Price Real Estate Fund (TRREX) — None — Sold TIAA-CREF Bond Fund Adv Class (TIBHX) — Dividend — Sold (part) IRA #2 (H) RBC Cash and Federated Money Market Fund (cash eq.) — Interest Federated Equity FDS Kaufman Sm Cap Fd Cl I (FKAIX) — Dividend — Buy (add'l) Federated Equity FDS Kaufman Sm Cap Fd Cl I (FKAIX) — Sold (part) Federated Equity FDS Kaufman Sm Cap Fd Cl I (FKAIX) — Sold (part) Federated Equity FDS Kaufman Sm Cap Fd Cl I (FKAIX) — Buy (add'l) Federated Strategic Value Div Fd I (SVAIX) — Dividend — Buy (add'l) Federated Strategic Value Div Fd I (SVAIX) — Buy (add'l) Federated Strategic Value Div Fd I (SVAIX) — Buy (add'l) Franklin Temp ETF Tr LibQ US Sm Cap Eq (FLQS) — Dividend — Buy Franklin Temp ETF Tr LibQ US Sm Cap Eq (FLQS) — Buy (add'l) Franklin Temp ETF Tr LibQ US Sm Cap Eq (FLQS) — Buy (add'l) Franklin Temp ETF Tr LibQ US Sm Cap Eq (FLQS) — Sold (part) Hartford MUT FDS Inc Mid Cap FD CL I (HFMIX) — Dividend — Buy Ishares Core S&P Mid Cap ETF (IJH) — Dividend — Sold (part) Ishares Core S&P Mid Cap ETF (IJH) — Buy (add'l) IShares Core S&P Small Cap ETF (IJR) — None — Sold Ishares Core S&P 500 Index ETF (IVV) — Dividend — Buy (add'l) Ishares Core S&P 500 Index ETF (IVV) — Sold (part) Ishares Core S&P 500 Index ETF (IVV) — Buy (add'l) Ishares Tr Ishares Core Div Growth ETF (DGRO) — None — Buy Ishares Tr Ishares Core Div Growth ETF (DGRO) — Sold Madison Fds Mid Cap Fd Cl Y (GTSGX) — Dividend — Sold (part) Madison Fds Mid Cap Fd Cl Y (GTSGX) — Sold (part) Madison Fds Mid Cap Fd Cl Y (GTSGX) — Sold (part) MFS Growth Mutual Fund (MFEIX) — Dividend — Buy (add'l) MFS Growth Mutual Fund (MFEIX) — Sold (part) MFS Growth Mutual Fund (MFEIX) — Sold (part) MFS SER TR I Value Fund Cl I (MEIIX) — Dividend — Buy (add'l) MFS SER TR I Value Fund Cl I (MEIIX) — Sold (part) MFS SER TR I Value Fund Cl I (MEIIX) — Sold (part) Harding Loevner Fds Intl Eq Port I (HLMIX) — None — Sold Invesco Oppenheimer Dev Mkts Fds Cl Y (ODVYX) — Dividend — Buy (add'l) Invesco Oppenheimer Dev Mkts Fds Cl Y (ODVYX) — Sold (part) Invesco Oppenheimer Dev Mkts Fds Cl Y (ODVYX) — Buy (add'l) Oakmark Intl Fd Adv Cl (OAYIX) — Dividend — Buy (add'l) Oakmark Intl Fd Adv Cl (OAYIX) — Sold (part) Oakmark Intl Fd Adv Cl (OAYIX) — Buy (add'l) Oakmark Intl Fd Adv Cl (OAYIX) — Sold (part) Vanguard FTSE Dev Mkts ETF (VEA) — Dividend — Sold (part) Vanguard FTSE Dev Mkts ETF (VEA) — Sold (part) Vanguard FTSE Dev Mkts ETF (VEA) — Sold (part) Vanguard FTSE Dev Mkts ETF (VEA) — Sold AB Bond Fund Inc Income Fd Adv (ACGYX) — Dividend — Sold (part) AB Global Bond Fund (ANAYX) — Dividend — Buy (add'l) AB Global Bond Fund (ANAYX) — Sold (part) Blackrock FDS V Hgh Yld Bnd Portfolio Instl (BHYIX) — Dividend — Buy Blackrock FDS V Hgh Yld Bnd Portfolio Instl (BHYIX) — Sold (part) Blackrock FDS V Hgh Yld Bnd Portfolio Instl (BHYIX) — Buy (add'l) Blackrock FDS V Hgh Yld Bnd Portfolio Instl (BHYIX) — Buy (add'l) JPMorgan Tr I Gbl Bd Opp Fd I (GBOSX) — Dividend — Buy (add'l) JPMorgan Tr I Gbl Bd Opp Fd I (GBOSX) — Sold (part) JPMorgan Tr I Gbl Bd Opp Fd I (GBOSX) — Buy (add'l) Ivy Apollo Strategic Income Fund CL I (IIPOX) — Dividend — Buy (add'l) Ivy Apollo Strategic Income Fund CL I (IIPOX) — Sold (part) Lord Abbett Bd Deb Fd Inc F (LBDFX) — Dividend — Buy (add'l) Lord Abbett Bd Deb Fd Inc F (LBDFX) — Buy (add'l) Lord Abbett Bd Deb Fd Inc F (LBDFX) — Sold (part) Lord Abbett Short Dur Inc Fd F (LDLFX) — Dividend — Buy (add'l) Lord Abbett Short Dur Inc Fd F (LDLFX) — Buy (add'l) Lord Abbett Short Dur Inc Fd F (LDLFX) — Buy (add'l) Lord Abbett Short Dur Inc Fd F (LDLFX) — Sold (part) Lord Abbett Short Dur Inc Fd F (LDLFX) — Buy (add'l) Loomis Sayles Investment Grade Bd Fd Y (LSIIX) — Dividend — Buy (add'l) Loomis Sayles Investment Grade Bd Fd Y (LSIIX) — Sold (part) Loomis Sayles Investment Grade Bd Fd Y (LSIIX) — Buy (add'l) Loomis Sayles Investment Grade Bd Fd Y (LSIIX) — Buy (add'l) Putnam Fds Tr Short Dur Inc Fd Y (PSDYX) — Dividend — Sold Franklin Mutual Quest Fud CL Z (MQIFX) — Dividend — Buy Franklin Mutual Quest Fud CL Z (MQIFX) — Buy (add'l) Franklin Mutual Quest Fud CL Z (MQIFX) — Buy (add'l) Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Dividend — Buy Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Buy (add'l) Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Buy (add'l) Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Sold (part) MFS SER Tr XIII Global Real Estate Fd I (MGLIX) — Dividend — Sold (part) MFS SER Tr XIII Global Real Estate Fd I (MGLIX) — Buy (add'l) MFS SER Tr XIII Global Real Estate Fd I (MGLIX) — Sold (part) MFS SER Tr XIII Global Real Estate Fd I (MGLIX) — Sold (part) Brokerage Account #2 (H) RBC Money Market Bank Deposit Program (cash) — Interest Federated Equity FDS Kaufman Sm Cap Fd Cl I (FKAIX) — Dividend — Buy Federated Equity FDS Kaufman Sm Cap Fd Cl I (FKAIX) — Sold (part) Federated Strategic Value Div Fd I (SVAIX) — Dividend — Buy Federated Strategic Value Div Fd I (SVAIX) — Buy (add'l) Federated Strategic Value Div Fd I (SVAIX) — Sold (part) Franklin Temp ETF Tr LibQ US Sm Cap Eq (FLQS) — Dividend — Buy (add'l) Franklin Temp ETF Tr LibQ US Sm Cap Eq (FLQS) — Buy (add'l) Hartford MUT FDS Inc Mid Cap FD CL I (HFMIX) — Dividend — Buy Hartford MUT FDS Inc Mid Cap FD CL I (HFMIX) — Sold (part) Ishares Core S&P Mid Cap ETF (IJH) — Dividend — Buy Ishares Core S&P Mid Cap ETF (IJH) — Buy (add'l) IShares Core S&P 500 ETF (IVV) — Dividend — Buy IShares Core S&P 500 ETF (IVV) — Buy (add'l) Madison Fds Mid Cap Fd Cl Y (GTSGX) — Dividend — Buy Madison Fds Mid Cap Fd Cl Y (GTSGX) — Sold (part) Madison Fds Mid Cap Fd Cl Y (GTSGX) — Sold (part) Ishares Core Hi Div ETF (HDV) — None — Sold Ishares Tr Ishares Core Div Growth ETF (DGRO) — None — Sold MFS Growth Mutual Fund (MFEIX) — Dividend — Sold (part) MFS Growth Mutual Fund (MFEIX) — Sold (part) MFS SER TR I Value Fund Cl I (MEIIX) — Dividend — Buy MFS SER TR I Value Fund Cl I (MEIIX) — Sold (part) MFS SER TR I Value Fund Cl I (MEIIX) — Sold (part) Vanguard Index Fds Vang Hi Div Yld ETF (VYM) — None — Sold Ishares Tr Ishares Core MSCI Intl Dev Mkts ETF (IDEV) — None — Sold Invesco Oppenheimer Dev Mkts Fds Cl Y (ODVYX) — Dividend — Buy (add'l) Invesco Oppenheimer Dev Mkts Fds Cl Y (ODVYX) — Buy (add'l) Invesco Oppenheimer Dev Mkts Fds Cl Y (ODVYX) — Sold (part) Oakmark Internatl Fd Adv Cl (OAYIX) — Dividend — Sold (part) Oakmark Internatl Fd Adv Cl (OAYIX) — Buy (add'l) Oakmark Internatl Fd Adv Cl (OAYIX) — Sold (part) Vanguard FTSE Dev Mkts ETF (VEA) — Dividend — Buy Vanguard FTSE Dev Mkts ETF (VEA) — Sold AB Global Bond Fund (ANAYX) — Dividend AB Global Bond Fund (ANAYX) — Buy (add'l) Blackrock FDS V Hgh Yld Bnd Portfolio Instl (BHYIX) — Dividend — Buy Blackrock FDS V Hgh Yld Bnd Portfolio Instl (BHYIX) — Sold (part) JPMorgan Tr Gbl Bd Opps Fd Cl 1 (GBOSX) — Dividend JPMorgan Tr Gbl Bd Opps Fd Cl 1 (GBOSX) — Buy (add'l) AB High Income Municipal Portfolio CL Advisor (ABTYX) — Dividend — Sold (part) AB High Income Municipal Portfolio CL Advisor (ABTYX) — Buy (add'l) IShares Tr iBonds Dec 2023 Term Muni Bd ETF (IBML) — Dividend IShares Tr iBonds Dec 2023 Term Muni Bd ETF (IBML) — Buy (add'l) IShares Tr National Muni Bond ETF (MUB) — Dividend — Buy (add'l) IShares Tr National Muni Bond ETF (MUB) — Sold (part) IShares Tr National Muni Bond ETF (MUB) — Buy (add'l) Vanguard Muni Bond Fund HY Tax Exempt Admiral (VWALX) — Dividend — Buy (add'l) Vanguard Muni Bond Fund HY Tax Exempt Admiral (VWALX) — Sold (part) Vanguard Muni Bond Fund HY Tax Exempt Admiral (VWALX) — Buy (add'l) Franklin Mutual Quest Fud CL Z (MQIFX) — Dividend — Buy (add'l) Franklin Mutual Quest Fud CL Z (MQIFX) — Sold (part) Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Dividend — Buy Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Sold Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Buy Thornburg Invt TR Invt Income Builder FD CL I (TIBIX) — Sold (part) MFS Ser Tr XIII Global Real Estate Fd I (MGLIX) — Dividend — Sold (part) MFS Ser Tr XIII Global Real Estate Fd I (MGLIX) — Sold (part) IRA #3 (H) Northwestern Mutual General Money Market Fund CL B (cash eq.) — Interest American Century Short Duration Inflation Protection Bond (APOIX) — Dividend — Buy Baron Asset Fund Institutional Class (BARIX) — Dividend — Buy Deutsche Enhanced Commodity Strategy Fund (SKIRX) — Dividend Dodge & Cox Income Fund (DODIX) — Dividend Europacific Growth Fund Class F-2 (AEPFX) — Dividend Fidelity Advisor Mid Cap II Fund Class I (FIIMX) — Dividend — Sold Fidelity Advisors New Insights Fund Class I (FINSX) — Dividend — Sold (part) Goldman Sachs Intl Sm Cap Insights Fd Cl I (GICIX) — Dividend Goldman Sachs Absolute Return Tracker Fund Instl Cl (GJRTX) — Dividend — Buy The Oakmark International Fund Investor Class (OAKIX) — Dividend Hartford World Bond Fund Class I (HWDIX) — Dividend — Sold (part) John Hancock Disciplined Value Mid Cap Fund Class I (JVMIX) — Dividend MFS Value Fund Class I (MEIIX) — Dividend — Sold (part) New World Fund Class F-2 (NFFFX) — Dividend Northern Small Cap Value Fund (NOSGX) — Dividend Pimco Income Fund Class I-2 (PONPX) — Dividend — Sold (part) Principal Real Estate Securities FD CL 1 (PIREX) — Dividend — Buy Principal Global Multi Strategy Fund Cl I (PSMIX) — None — Buy T Rowe Price Real Estate (TRREX) — None — Sold TIAA-CREF Bond Fund Advisor Class (TIBHX) — Dividend — Sold (part) Trust #3 (H) NM FDIC Ins Dep Program (cash) (X) — Interest Macquarie Infrastructure Corp SHS (MIC) — Dividend Trust #4 (H) Northwestern Mutual General Money Market Fund CL B (cash eq.) — Interest Baron Asset Fund Institutional Class (BARIX) — Dividend — Buy DWS Enhanced Commodity Strategy Fund (SKIRX) — Dividend Dodge & Cox International Fund (DODFX) — Dividend Europacific Growth Fund Class F-2 (AEPFX) — Dividend Fidelity Advisor Mid Cap II Fund Class I (FIIMX) — Dividend — Sold Fidelity Advisor New Insights Fund Class I (FINSX) — Dividend Fidelity Advisor Intermediate Muni Income Fund Class I (FZIIX) — Dividend Franklin Federal Intermediate-Term Tax- Free Income Fund (FITZX) — Dividend John Hancock Disciplined Value Mid Cap Fund Class I (JVMIX) — Dividend MFS Value Fund Class I (MEIIX) — Dividend New World Fund Class F-2 (NFFFX) — Dividend Northern Small Cap Value Fund (NOSGX) — Dividend Principal Real Estate Securities FD CL 1 (PIREX) — Dividend — Buy T Rowe Price Emerging Markets Stock (PRMSX) — Dividend T Rowe Price Real Estate (TRREX) — None — Sold Gray Plant Mooty Retirement Savings Trust (H) Dodge & Cox Stock (DODGX) — None T Rowe Price Growth Stock (PRGFX) — None Vanguard Institutional Index I (VINIX) — None American Century Small Cap Value I (ACVIX) — None Fidelity Small Cap Growth (FCPGX) — None Vanguard Mid Cap Index Institutional (VMCIX) — None Morgan Stanley Inst International E (MSIQX) — None T Rowe Price International Discove (PRIDX) — None American Funds American Balanced R5 (RLBFX) — None T Rowe Price Short Term Bond (PRWBX) — None Vanguard Total Bond Market Index I (VBMFX) — None Retirement Account #2 (H) Schwab Bank Cash Sweep (cash) — Interest Misc Holdings (H) Gray Plant Mooty Mooty and Bennett PA — Dividend Rallyvest, LLC — Interest Rallyvest III, LLC — None Trustee, Trust #2 Trustee, Trust #1 Agreement — 1997 — 3M 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 Agreement — 1997 — 3M Company Long Term Incentive Plan (stock options and Restricted Stock Units) - former employer; options and RSUs already granted will vest over time Reimbursement — American Intellectual Property Law Association — 01/30/19 - 01/31/19 — Tampa, FL — Panelist — Travel, lodging, meals Reimbursement — Wisconsin Institute for International Legal Programs — 06/09/19 - 15/09/19 — Chengdu, China — Speaker — Travel, lodging, meals Reimbursement — Sedona Conference — 11/03/19 - 011/05/19 — Charlotte, NC — Panelist and Judicial Advisor — Travel, lodging, meals Income — 2019 — New Harbinger Publishing Company - book royalties — $1,280.00 Income — 2019 — Taylor & Francis Publishing Company - book royalties — $365.00 Spouse's income — 2019 — Gray, Plant, Mooty, Mooty & Bennett, PA - salary Fidelity Individual Account is now Fidelity Government Money Market. Oppenheimer Dev Mkts is now Invesco Oppenheimer Dev Mkts. Deutsche Enhanced Commodity Strategy is now DWS Enhanced Commodity Strategy. PIMCO Income Fund class change resulted from a corporate exchange, not a reportable transaction. 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/29534. Public record. Not legal advice.