# Karen Owens > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32133 ## Record - **Judge:** Karen Owens - **Year:** 2019 - **Pages:** 17 ## Text 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 Intermediate-Term Bond Index Fund Admiral Shares — Sold (part) Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Sold (part) Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Sold (part) Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Sold (part) Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Sold (part) Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Sold (part) Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Sold (part) Vanguard Intermediate-Term Bond Index Fund Admiral Shares — Sold (part) 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 80% Stock 20% Bond Port — Buy (add'l) Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — Buy (add'l) Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — Buy (add'l) Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — Buy (add'l) Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — Buy (add'l) Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — Buy (add'l) Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — Buy (add'l) Vanguard Moderate Age-Based Option: Vanguard 80% Stock 20% Bond Port — Buy (add'l) 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) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — 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) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — Buy (add'l) Vanguard Institutional Target Retirement 2045 Fund — 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32133. Public record. Not legal advice.