Karen Owens

What was filed

198
investments
4
positions
1
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income

Named parties

Ashby & Geddes, P.A. (former law firm)
Delaware Volunteer Legal Services
Civics Committee, Federal Bar Association (Delaware Chapter)
Education Committee, National Conference of Bankruptcy Judges
Delaware Bankruptcy American Inn of Court
Ashby & Geddes, P.A. (former law firm); Earnings/distributions
TAMKO Building Products LLC; Salary

As filed

Capital One Cash Account — Interest

Wells Fargo Cash Account — Interest

BOA HSA Cash Account — Interest

Vanguard IRA #1 (H)

Vanguard LifeStrategy Growth Fund Investor Shares — Dividend

Vanguard IRA #2 (H)

Vanguard Target Retirement 2045 Fund — Dividend

Vanguard Brokerage Account #1 (H)

Vanguard LifeStrategy Moderate Growth Fund Investor Shares — Dividend

Vanguard Brokerage Account #2 (H)

Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Dividend — Buy

Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Sold (part)

Vanguard Money Market Fund — Dividend

Vanguard Individual 529 College Savings Account (H)

Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — None — Buy

Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — Buy (add'l)

Vanguard Moderate Age-Based Option: Vanguard 90% Stock 10% Bond — None — Buy (add'l)

Vanguard Moderate Age-Based Option: Vanguard 90% Stock 10% Bond — Sold

Ashby & Geddes Retirement Plan (H)

Vanguard Institutional Target Retirement 2045 Fund — Dividend — Buy (add'l)

Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l)

Wells Fargo Retirement Plan (H)

Vanguard Institutional Target Retirement 2045 Fund — Dividend — Buy (add'l)

Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l)

TAMKO Profit Sharing Retirement Plan (H)

Vanguard Institutional Target Retirement 2045 Fund — Dividend — Buy (add'l)

Ameriprise Strategic Portfolio Service Advantage IRA (H)

Blackrock Event Driven Equity Fund (BILPX) — Dividend — Buy

Blackrock Mid Cap Growth Equity Portfolio Institutional (CMGIX) — Dividend — Buy

Federated Kaufmann Small Cap Fund Institution (FKAIX) — Dividend — Buy

Columbia Dividend Income Fund Institutional Class (GSFTX) — Dividend — Buy

John Hancock Funds II Emerging Markets Fund Class 1 (JEVIX) — Dividend — Buy

MFS Intl. Growth Fund Class 1 (MQGIX) — Dividend — Buy

MFS New Discovery Value Fund Class 1 (NDVIX) — Dividend — Buy

ClearBridge Large Cap Growth Fund Class 1 (SBLYX) — Dividend — Buy

Wells Fargo Special Mid Cap Value Fund (WFMIX) — Dividend — Buy

Ameriprise Insured Money Market Cash Account (AIMMA) (H)

Morgan Stanley — Interest

Ameriprise Brokerage Account (all sold in April or June 2019) (H)

Apple Inc. (APPL) common stock — Dividend — Sold

Adobe Systems Inc. (ADBE) common stock — None — Sold

Allegion Public Ltd (ALLE) common stock — Dividend — Buy

Allegion Public Ltd (ALLE) common stock — Sold

Applied Materials Inc. (AMAT) common stock — Dividend — Sold (part)

Applied Materials Inc. (AMAT) common stock — Sold

Ametek Inc. (AME) common stock — Dividend — Sold

Artisan Partners Asset Mgmt. Inc. (APAM) common stock — Dividend — Buy

Artisan Partners Asset Mgmt. Inc. (APAM) common stock — Sold

Credicorp Ltd. (BAP) common stock — Dividend — Buy

Credicorp Ltd. (BAP) common stock — Sold

Brown Forman Corp. (BF/B) common stock — Dividend — Sold

Biogen Inc. (BIIB) common stock — None — Sold

Bank of Hawaii Corp. (BOH) common stock — Dividend — Buy

Bank of Hawaii Corp. (BOH) common stock — Sold (part)

Credit Acceptance Crp. MI (CACC) common stock — None — Sold

Celanese Corp. (CE) common stock — Dividend — Sold

Church & Dwight Company Inc. (CHD) common stock — Dividend — Sold

Check Point Software Tech. (CHKP) common stock — None — Sold

Comcast (CMCSA) common stock — Dividend — Sold

Canadian National Railway Co. (CNI) common stock — Dividend — Sold

Canadian Pacific Railway Ltd. (CP) common stock — Dividend — Sold

Copart Inc. (CPRT) common stock — None — Sold

CSX Corp. (CSX) common stock — Dividend — Buy

CSX Corp. (CSX) common stock — Sold (part)

Walt Disney Co. (DIS) common stock — Dividend — Sold

Electronic Arts Inc. (EA) common stock — None — Buy

Electronic Arts Inc. (EA) common stock — Sold

EOG Resources Inc. (EOG) common stock — Dividend — Buy

EOG Resources Inc. (EOG) common stock — Sold

Edwards Lifesciences (EW) common stock — None — Sold

Eagle Materials (EXP) common stock — Dividend — Sold

Fastenal Co. (FAST) common stock — Dividend — Buy

Fastenal Co. (FAST) common stock — Sold

Facebook, Inc. (FB) common stock — None — Sold

Factset Research Systems Inc. (FDS) common stock — Dividend — Sold

F5 Networks Inc. (FFIV) common stock — None — Sold

Fiserv Inc. (FISV) common stock — None — Sold

Fleetcor Technologies Inc. (FLT) common stock — None — Sold (part)

Fleetcor Technologies Inc. (FLT) common stock — Sold

Fox Corp. (FOXA) common stock — Dividend — Buy

Fox Corp. (FOXA) common stock — Sold

Graco Inc. (GGG) common stock — Dividend — Buy

Graco Inc. (GGG) common stock — Sold

Gentex Corp. (GNTX) common stock — Dividend — Sold

Grifols (GRFS) common stock — None — Sold

Garmin Ltd. (GRMN) common stock — Dividend — Sold (part)

Garmin Ltd. (GRMN) common stock — Sold

Idex Corp. (IEX) common stock — Dividend — Sold

Illumina Inc. (ILMN) common stock — None — Sold

Infosys. Ltd. (INFY) common stock — Dividend — Sold

Intuit Inc. (INTU) common stock — None — Buy

Intuit Inc. (INTU) common stock — Sold

IPG Photonics Corp. (IPGP) common stock — None — Sold

Illinois Tool Works Inc. (ITW) common stock — None — Buy

Illinois Tool Works Inc. (ITW) common stock — Sold

Jack Henry & Assoc. Inc. (JKHY) common stock — Dividend — Sold

KLA Tencor Corp. (KLAC) common stock — Dividend — Sold (part)

KLA Tencor Corp. (KLAC) common stock — Sold

LAM Research Corp. (LRCX) common stock — Dividend — Sold (part)

LAM Research Corp. (LRCX) common stock — Sold

Southwest Airlines Co. (LUV) common stock — Dividend — Sold

Mastercard Inc. (MA) common stock — Dividend — Sold

Marriott Intl. Inc. (MAR) common stock — Dividend — Sold

McCormick & Co. (MKC) common stock — Dividend — Sold

MKS Instruments Inc. (MKSI) common stock — Dividend — Buy

MKS Instruments Inc. (MKSI) common stock — Sold

3M Co. (MMM) common stock — Dividend — Buy

3M Co. (MMM) common stock — Sold

Monster Bev. Corp. (MNST) common stock — None — Sold

Altria Group Inc. (MO) common stock — Dividend — Sold

MSCI Inc. (MSCI) common stock — Dividend — Sold (part)

MSCI Inc. (MSCI) common stock — Sold

Microsoft Corp. (MSFT) common stock — Dividend — Sold

Mettler Toledo Intl. Inc. (MTD) common stock — None — Buy

Mettler Toledo Intl. Inc. (MTD) common stock — Sold

Vail Resorts Inc. (MTN) common stock — Dividend — Sold

Maxim Integrated Products Inc. (MXIM) common stock — Dividend — Sold (part)

Nordson Corp. (NDSN) common stock — Dividend — Sold

Norfolk Southern Corp. (NSC) common stock — Dividend — Buy

Norfolk Southern Corp. (NSC) common stock — Sold

NVIDIA Corp. (NVDA) common stock — Dividend — Sold

Novo Nordisk (NVO) common stock — Dividend — Sold

Old Dominion Freight Lines Inc. (ODFL) common stock — Dividend — Sold

Paychex Inc. (PAYX) common stock — Dividend — Sold

Proctor & Gamble Co. (PG) common stock — Dividend — Buy

Proctor & Gamble Co. (PG) common stock — Sold

Resmed Inc. (RMD) common stock — Dividend — Buy

Resmed Inc. (RMD) common stock — Sold

SAP (SAP) common stock — Dividend — Buy

SAP (SAP) common stock — Sold

Starbucks Corp. (SBUX) common stock — Dividend — Sold

SEI Investments Co. (SEIC) common stock — Dividend — Sold

SNAP (SNA) common stock — Dividend — Buy

SNAP (SNA) common stock — Sold

S&P Global (SPGI) common stock — Dividend — Sold

Sociedad Quimica (SQM) common stock — Dividend — Buy

Sociedad Quimica (SQM) common stock — Sold

Constellation Brands Inc. (STZ) common stock — Dividend — Sold

Skyworks Solutions Inc. (SWKS) common stock — Dividend — Sold

Price T Rowe Group Inc. (TROW) common stock — Dividend — Sold

Texas Instruments Inc. (TXN) common stock — Dividend — Sold

Ubiquiti Networks Inc. (UBNT) common stock — Dividend — Sold (part)

Ubiquiti Networks Inc. (UBNT) common stock — Sold

Unilever PLC (UL) common stock — Dividend — Buy

Unilever PLC (UL) common stock — Sold

Unilever (UN) common stock — Dividend — Buy

Unilever (UN) common stock — Sold

Union Pacific Corp. (UNP) common stock — Dividend — Sold

Visa (V) common stock — Dividend — Sold

Veeva Sys Inc. (VEEV) common stock — None — Buy (add'l)

Veeva Sys Inc. (VEEV) common stock — Sold

Verisk Analytics Inc. (VRSK) common stock — Dividend — Sold

Xilinx Inc. (XLNX) common stock — Dividend — Sold (part)

Xilinx Inc. (XLNX) common stock — Sold

Zoetis Inc. (ZTS) common stock — Dividend — Buy

Zoetis Inc. (ZTS) common stock — Sold

Director, Ashby & Geddes, P.A. (former law firm)

Attorney Volunteer, Delaware Volunteer Legal Services

Member, Civics Committee, Federal Bar Association (Delaware Chapter)

NexGen Liason, Education Committee, National Conference of Bankruptcy Judges

Gift — Delaware Bankruptcy American Inn of Court — 2019-2020 Honorary Membership (dues, like privileges) — $395.00

Income — 2019 — Ashby & Geddes, P.A. (former law firm); Earnings/distributions — $91,666.74

Spouse's income — 2019 — TAMKO Building Products LLC; Salary

The UMB HSA Cash Account formerly listed on line 3 of my prior report (Initial Report) has been removed as it was closed in 2018 and, as such, it falls beyond

the reporting time period covered by this report.

The shares associated with the Ameriprise Brokerage Account (now beginning on line 81) formerly listed on lines 42 (AMG), 49 (CBOE), 51 (CERN), 68 (FII), 76

(IDCC), 83 (JBLUE), 90 (MASI), 106 (ORCL), 112 (SEE), 115 (SNN), and 129 (WYND) of my prior report (Initial Report) have been removed as they were sold

in 2018 and, as such, they fall beyond the reporting time period covered by this report.

All shares associated with the Ameriprise Brokerage Account beginning on line 81 were sold in 2019. A full disposition of the Bank of Hawaii (BOH), CSX Corp.

(CSX), and Maxim Integrated (MXIM) shares occurred on 6/19/19 but such transactions were below the reporting threshold.

The Lincoln Retirement 401(k) formerly listed on lines 132-134 of my prior report (Initial Report) has been removed as it was sold and rolled over to a new IRA

account in 2018 and, as such, it falls beyond the reporting time period covered by this report.