# John Byron Owens

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33230

## Record

- **Judge:** John Byron Owens
- **Year:** 2016
- **Pages:** 8

## Text

Ford Common Stock — Dividend
Home Depot Common Stock — Dividend
McDonalds Common Stock — Dividend
Microsoft Common Stock — Dividend
Walmart Common Stock — Dividend
Qualcomm Common Stock — Dividend
IBM Common Stock — Dividend
American Funds EuroPacific Growth Class F2 — Dividend
American Funds Growth Fund of America Class F2 — Dividend
American Funds New World Fund Class F2 — Dividend
American Funds SMALLCAP World Fund Class F2 — Dividend
Artisan Mid Cap Value Fund — Dividend
Black Rock Liquidity Fund (formerly known as FFI Government Fund ) — Int./Div.
Fidelity Equity Income Fund — Int./Div.
JP Morgan Large Cap Growth Fund — None
MFS Value Fund Class — Dividend
Nuveen High Yield Municipal Bond Fund — Dividend
Pioneer Strategic Income Fund — Dividend
Royce Dividend Value Fund — Dividend
Thornburg International Value Fund — Dividend
Virtus Multi-Sector Short Term Bond Fund — Dividend
American Funds Fundamental Investors Fund Class A — Dividend
American Funds Investment Company of America Class A — Dividend
American Funds Euro Pacific Growth Fund Class A — Dividend
American Funds Growth Fund of America Class A — Dividend
American Funds New World Fund Class A — Dividend
American Funds Smallcap World Fund Class A — Dividend
American Funds Bond Funds of America Class A — Dividend
American Funds Capital World Bond Fund Class A — Dividend
Scholarshare 529 Passive Age Based 5-8 — Int./Div.
Scholarshare 529 Passive Age Based 11-12 — Int./Div.
UBS (Cash Accounts) — Interest
Bank of America Checking Account — Interest
Series I Savings Bonds — Interest
Angel Oak Income Fund — Dividend
Maingate MLP Fund — Dividend
Henderson Global Equity Fund — Dividend
The Investment Company of America Class F2 — Dividend
Trust #1 (H)
Northwestern Mutual Whole Life Insurance Policy #1 — Dividend
Northwestern Mutual Whole Life Insurance Policy #2 — Dividend
Mass Mutual Whole Life Insurance Policy — None
Trustee, Harker School
Secretary/Board Member
Co-Trustee, Trust #1
Reimbursement — University of Chicago — 5/12/2016-5/14/2016 — Chicago, IL — Meetings with Students and Faculty — Airfare, Hotel, Meals, Commerative Glass Paperweight
Reimbursement — Harker School — 3/1/2016 — San Jose, CA — Board Meeting — Airfare, Transportation, Lunch
Part VII -- Investments and Trusts. Previous Financial Disclosure Reports grouped the "Investment Company of America Class F2" and "American Funds
Investment Company of America Class A" into the same asset description. This Financial Disclosure Report lists them as separate assets.
On October 18, 2016, I was appointed as co-trustee for a trust for a family member. This trust is funded by the life insurance policies listed on Part VII. The life
insurance policies existed before the creation of the Trust (Northwestern #1 was created on April 15, 1989, Northwestern #2 was created on November 2, 1965,
and the Mass Mutual was created on February 1, 2005).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33230. Public record. Not legal advice.
