# Max Oliver Cogburn jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30619

## Record

- **Judge:** Max Oliver Cogburn jr
- **Year:** 2019
- **Pages:** 10

## Text

Cogburn Family Properties, LLC Buncombe Co, NC- Land Holding — Rent
Ranchland Incorporated, Buncombe County, N.C. - Land Holding — Rent
Pisgah View Ranch, Inc. - Operating Business — None
Pisgah Highland Conservancy LLC Buncombe Co NC-Land Holding — None
Lincoln: Whole Life - (No Control) — Int./Div.
Fuse Science (formerly Double Eagle Stock) — None
Ohio National: Universal Non-Variable (No Control) — Int./Div.
Estate II/assets transferred to Trust I (H)
Cogburn Investments, LLC, Black Mountain, NC — Rent
Fifth Third Bank acct — None
First Bank acct — None
Royal Bank of Canada Stock — Dividend
Allstate Corp Common Stock — Dividend
Parcel #1, Candler, NC — None
Parcel #2, Candler, NC (1/2 interest) — None
Parcel #3, Asheville, NC (1/4 interest) — None
Parcel #4, Asheville, NC (1/4 interest) — None
Parcel #5, Candler, NC — None
Parcel #6, Candler, NC (1/2 interest) — None
Parcel #7, Candler, NC (1/2 interest) — None
Parcel #8, Candler, NC (1/2 interest) — Rent
Parcel #9, Candler, NC (1/2 interest) — None
Parcel #10, Haywood Co., NC (1/2 interest) — None
Merrill Lynch Managed Mutual Fund (IRA) (H)
Blackrock Eqty Dividend Fund Instl — Dividend
Blackrock Eqty Dividend Fund Instl — Buy (add'l)
Blackrock Eqty Dividend Fund Instl — Sold (part)
Clearbridge Small Cap Fund Class I — Dividend
Clearbridge Small Cap Fund Class I — Buy
Clearbridge Small Cap Fund Class I — Sold (part)
Clearbridge Large Cap Growth Fund Class I — Dividend
Clearbridge Large Cap Growth Fund Class I — Sold (part)
Clearbridge Large Cap Growth Fund Class I — Buy (add'l)
Clearbridge Large Cap Growth Fund Class I — Sold (part)
Clearbridge Large Cap Growth Fund Class I — Buy (add'l)
Edgewood Growth Fund Class Inst — Dividend
Edgewood Growth Fund Class Inst — Buy (add'l)
Edgewood Growth Fund Class Inst — Buy (add'l)
Edgewood Growth Fund Class Inst — Sold (part)
Glenmede Small Cap Equity Fund Instl — Dividend
Glenmede Small Cap Equity Fund Instl — Buy (add'l)
Glenmede Small Cap Equity Fund Instl — Sold
Hartford Schroders Emerg Mkts Equity Fund — Dividend
Hartford Schroders Emerg Mkts Equity Fund — Buy (add'l)
Hartford Schroders Emerg Mkts Equity Fund — Sold (part)
Hartford Schroders Emerg Mkts Equity Fund — Sold (part)
ISHARES Russell 1000 Growth — Dividend
ISHARES Russell 1000 Growth — Buy (add'l)
ISHARES Russell 1000 Growth — Buy (add'l)
ISHARES Russell 1000 Growth — Sold (part)
ISHARES Russell 1000 Value — Dividend
ISHARES Russell 1000 Value — Buy (add'l)
ISHARES Russell 1000 Value — Buy (add'l)
ISHARES Russell 1000 Value — Sold (part)
ISHARES Tr Core MSCI EAFE ETF — Dividend
ISHARES Tr Core MSCI EAFE ETF — Sold (part)
ISHARES Tr Core MSCI EAFE ETF — Sold (part)
ISHARES Tr Core MSCI EAFE ETF — Sold (part)
MFS Value Fund Class I — Dividend
MFS Value Fund Class I — Buy (add'l)
MFS Value Fund Class I — Sold (part)
MFS Value Fund Class I — Sold (part)
Oppenheimer Internatl Growth Fun/Invesco Oppenheimer Intl Growth Fund — Dividend
Oppenheimer Internatl Growth Fun/Invesco Oppenheimer Intl Growth Fund — Sold (part)
Oppenheimer Internatl Growth Fun/Invesco Oppenheimer Intl Growth Fund — Sold (part)
Oppenheimer Internatl Growth Fun/Invesco Oppenheimer Intl Growth Fund — Sold (part)
The Oakmark International Fund — Dividend
The Oakmark International Fund — Sold (part)
The Oakmark International Fund — Sold (part)
The Oakmark International Fund — Buy (add'l)
Trustee, Trust I
Trustee, Carolina Day School
Board of Governors, Biltmore Forest Country Club, Inc.
Executor, Estate II
Liability — Farm Credit — Secured loan on family business property (1/4 of amount)
Liability — HomeTrust Bank — Secured loan on office building (1/5 of amount)
Liability — Wells Fargo — Credit Card
Reimbursement — Harvard Law School — September 8-14, 2019 — Cambridge, MA — Trial Advocacy Workshop — Hotel, meals, transportation
Spouse's income — 2019 — Town of Biltmore Forest - Board Salary
1VII. Investments and Trusts, page 4, lines 1-4.
The first three entries in this section refer to two holding companies and an operating business for a contiguous piece of family owned real estate. The property is
owned equally by my and me. The land is divided into two holding companies, Cogburn Family Properties, LLC and Ranchland Incorporated. The
third company, Pisgah View Ranch, Inc. operates a guest ranch on the property. My and I own another separate piece of land, which is held in the Pisgah
Highland Conservancy, LLC (see entry 4), the date of purchase was December 23, 2008 and the purchase price was $170,000.00.
VII. Investments and Trusts, page 4, line 9.
The value method used for the entry at line 9 was the amount of rent received, the location of the property and the fact that the renter built a building on the
property at their own expense.
VII. Investments and Trusts, pages 4-5, lines 14-23.
The value method used for the entries on lines 14-23 was the tax value of each.
VII. Investments and Trust, page 7, line 63.
In April of 2019, the Oppenheimer International Growth Fund changed names to Invesco Oppenheimer International Growth Fund. This account will be referred to
as Invesco Oppenheimer International Growth Fund on all future reports.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30619. Public record. Not legal advice.