# Annemarie Carney Axon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33298 ## Record - **Judge:** Annemarie Carney Axon - **Year:** 2020 - **Pages:** 13 ## Text Apple Inc — Dividend — Sold (part) Apple Inc — Sold (part) Apple Inc — Sold (part) Air Prods & Chems Inc com — Dividend — Buy ARK Genomic Revolution ETF — Distribution — Buy AQR U.S. Defensive Equity Fund Class I — Dividend — Buy Franklin Res Inc — Dividend Blackrock Inc — Dividend — Buy (add'l) Berkshire Hathaway Inc Del Cl B New — None — Buy (add'l) Crown Castle Intl Corp — Dividend — Buy (add'l) Carnival Corp — Dividend — Sold Cincinnati Financial Corp Com — Dividend Comcast Corp New Cl A — None — Buy Cisco Sys Inc — Dividend — Buy (add'l) Chevron Corp New Com — Dividend — Buy (add'l) Chevron Corp New Com — Sold Dominion Resources — Dividend — Buy (add'l) Dominion Resources — Sold Delta Airlines Inc — Dividend — Sold Diageo PLC — Dividend — Buy (add'l) IShares MSCI Emerging Markets Min Volatility Factor ETF — Dividend Vanguard ESG U.S. Stock ETF — Dividend — Buy Fidelity Capital & Income Fund — Dividend Fastenal Co — Dividend — Buy (add'l) Fastenal Co — Sold (part) Fidelity Cash Reserves — Int./Div. Franklin Templeton Emerging Market Debt Opportunities Fund — None — Buy (add'l) Franklin Templeton Emerging Market Debt Opportunities Fund — Buy (add'l) Intel Corp — Dividend Johnson & Johnson — Dividend — Buy (add'l) Johnson & Johnson — Sold JP Morgan Strategic Income Opportunities Fund Cl S — Dividend — Buy (add'l) JP Morgan Strategic Income Opportunities Fund Cl S — Buy (add'l) JP Morgan Strategic Income Opportunities Fund Cl S — Buy (add'l) Kinder Morgan Inc — Dividend — Sold Coca Cola — Dividend Lord Abbett Bond Debenture Cl I — Dividend — Buy Lowes Cos Inc — Dividend Altria Group Inc — Dividend — Buy (add'l) Merck & Co Inc — Dividend — Buy (add'l) Microsoft — Dividend Norfolk Southern Corp — Dividend — Buy (add'l) Nestle — Dividend — Buy (add'l) Nintendo Co — Dividend — Buy PayChex Inc — Dividend Paccar Inc Com — Dividend — Sold Pfizer Inc Com — Dividend Philip Morris Int'l Inc — Dividend — Buy (add'l) Polen Growth Fund Institutional Class — Distribution Bank Deposit Sweep Program — Interest Target Corp — Dividend TIAA CREF Core Impact Bond Fund Institutional Class — Dividend — Buy (add'l) TIAA CREF Core Impact Bond Fund Institutional Class — Buy (add'l) Texas Instruments Inc — Dividend — Buy (add'l) Texas Instruments Inc — Buy (add'l) Undiscovered Managers Behavioral Fund — Dividend — Buy (add'l) Undiscovered Managers Behavioral Fund — Buy (add'l) United Parcel Service Inc — Dividend IShares Tr MSCI USA Minimum Volatility Index Fund — Dividend — Sold (part) IShares Tr MSCI USA Minimum Volatility Index Fund — Sold (part) Vanguard REIT Index ETF — Dividend — Buy (add'l) Vanguard REIT Index ETF — Buy (add'l) Vanguard Mid Cap — Dividend — Buy (add'l) Vanguard Mid Cap — Buy (add'l) Vanguard Mid Cap — Buy (add'l) Viatris Inc Com — None — Spinoff (from line 47) Viatris Inc Com — Sold Verizon Communications — Dividend — Buy WCM Focused International Growth Fund — Dividend Wells Fargo — Dividend — Sold DFA US Large Cap Value 529F — None — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) DFA US Large Cap Value 529F — Buy (add'l) Northern Funds International Equity Index 529F — None — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds International Equity Index 529F — Buy (add'l) Northern Funds Stock Index 529F — None — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Northern Funds Stock Index 529F — Buy (add'l) Mainstay Total Return Bond 529F — None — Buy (add'l) Mainstay Total Return Bond 529F — Buy (add'l) Mainstay Total Return Bond 529F — Buy (add'l) Mainstay Total Return Bond 529F — Buy (add'l) Mainstay Total Return Bond 529F — Sold PGIM Total Return Bond 529F — None — Buy PGIM Total Return Bond 529F — Buy (add'l) PGIM Total Return Bond 529F — Buy (add'l) PGIM Total Return Bond 529F — Buy (add'l) PGIM Total Return Bond 529F — Buy (add'l) PGIM Total Return Bond 529F — Buy (add'l) PGIM Total Return Bond 529F — Buy (add'l) PGIM Total Return Bond 529F — Buy (add'l) PGIM Total Return Bond 529F — Buy (add'l) William Blair Small Cap Value 529F — None — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) William Blair Small Cap Value 529F — Buy (add'l) GPB Holdings II LP — None Director, Mountain Brook City Schools Foundation Gift — Joe Perkins — Hunt Fee — $595.00 Liability — U.S. Department of Justice — loan Liability — Synovus Bank — personal line of credit Spouse's income — 2020 — self-employed attorney The asset listed at Section VII, line 133 is a limited partnership. Its value was determined through the third-party appraisal of the limited partnerhip's underlying assets. The asset listed Section VII, line 66 is a spinoff of the asset listed in Section VII, line 47. No income was reported from the time the spinoff occurred and 12/31/2020. Assets listed in Section VII 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 are instead credited only to unit value, per page 42 of the filing instructions. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33298. Public record. Not legal advice.