# Max Oliver Cogburn jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33373 ## Record - **Judge:** Max Oliver Cogburn jr - **Year:** 2020 - **Pages:** 10 ## Text 56. — Buy (add'l) Cogbum Family Properties, LLC Buncombe Co, NC- Land Holding — Rent Cogbum Family Properties, LLC Buncombe Co, NC- Land Holding — Sold (part) Cogbum Family Properties, LLC Buncombe Co, NC- Land Holding — Sold (part) Cogbum Family Properties, LLC Buncombe Co, NC- Land Holding — Sold (part) 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 Cogburn Investments, LLL, Black Mountain, NC — Rent 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) Fifth Third Bank acct — None First Bank acct — None Royal Bank of Canada Stock — Int/Div Allstate Corp Common Stock — Int/Div Parcel #1, Candler, NC — None Parcel #2, Candler, NC (1/2 interest) — None Parcel #8, 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 — Int/Div Blackrock Eqty Dividend Fund Instl — Sold (part) Blackrock Eqty Dividend Fund Instl — Buy (add'l) Blackrock Eqty Dividend Fund Instl — Buy (add'l) Blackrock Eqty Dividend Fund Instl — Buy (add'l) Clearbridge Small Cap Fund Class I — Int/Div Clearbridge Small Cap Fund Class I — Sold (part) Clearbridge Small Cap Fund Class I — Buy (add'l) Clearbridge Small Cap Fund Class I — Sold (part) Clearbridge Large Cap Growth Fund Class T — Int/Div Clearbridge Large Cap Growth Fund Class T — Buy (add'l) Clearbridge Large Cap Growth Fund Class T — Sold (part) Clearbridge Large Cap Growth Fund Class T — Buy (add'l) Clearbridge Large Cap Growth Fund Class T — Sold (part) Edgewood Growth Fund Class Inst — Int/Div Edgewood Growth Fund Class Inst — Buy (add'l) Edgewood Growth Fund Class Inst — Sold (part) Edgewood Growth Fund Class Inst — Buy (add'l) Edgewood Growth Fund Class Inst — Buy (add'l) Goldman Sachs GQG Partners International Oppt. — Int/Div Goldman Sachs GQG Partners International Oppt. — Buy Goldman Sachs GQG Partners International Oppt. — Buy (add'l) Hartford Schroders Emerg Mkts Equity Fund — Int/Div Hartford Schroders Emerg Mkts Equity Fund — Sold (part) 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) Invesco Oppenheimer Intemational Growth Fund 56. — Int/Div 56. — Sold (part) 56. — Sold ISHARES Russell 1000 Growth — Int/Div ISHARES Russell 1000 Growth — Buy (add'l) ISHARES Russell 1000 Growth — Sold (part) ISHARES Russell 1000 Growth — Buy (add'l) ISHARES Russell 1000 Growth — Sold (part) ISHARES Russell 1000 Value — Int/Div ISHARES Russell 1000 Value — Sold (part) ISHARES Russell 1000 Value — Buy (add'l) ISHARES Russell 1000 Value — Buy (add'l) ISHARES Russell 1000 Value — Buy (add'l) ISHARES TrCore MSCI EAFE ETF — Int/Div ISHARES TrCore MSCI EAFE ETF — Buy (add'l) ISHARES TrCore MSCI EAFE ETF — Buy (add'l) ISHARES TrCore MSCI EAFE ETF — Buy (add'l) MFS Value Fund Class I — Int/Div MFS Value Fund Class I — Sold (part) MFS Value Fund Class I — Buy (add'l) The Oakmark International Fund — Int/Div The Oakmark International Fund — Buy (add'l) The Oakmark International Fund — Buy (add'l) The Oakmark International Fund — Sold (part) The Oakmark International Fund — Buy (add'l) Trustee, Carolina Day School Board of Governors, Biltmore Forest Country Club, Inc Vice Presitend, North Carolina Bar Association Board of Governors, North Carolina Bar Association Liability — Farm Credit — Secured loan on business property (1/4 of amount) Liability — Wells Fargo — Credit Card Spouse's income — 2020 — Town of Biltmore Forest - Board Salary 1VII. Investments and Trusts, page 4, lines 1-8. Cogburn Family Properties, LLC and Ranchland Incorporated are involved in a structural/bargain sale of much of our property with the State of North Carolina for a State Park. The sales listed on page 4 at lines 2, 3 and 4 (owned by Cogbum Family Properties, LLC) are part of this agreement. The first three entries in this section refer to two holding companies and an operating business for a contiguous piece of real estate. The property is owned equally by and me. The land is divided into two holding companies, Cogburn Family Properties, LLC (line 1) and Ranchland Incorporated (line 5). The third company is Pisgah View Ranch, Inc. (Iline 6). and I own another separate piece of land, which is held in the Pisgah Highland Conservancy, LLC (line 7), the date of purchase was December 23, 2008 and the purchase price was $170,000.00. VII. Investments and Trusts, page 4, line 13. The property listed in the 2019 report at line 9 was distributed to the heirs of the beneficiaries of the Trust and is now listed at line 8. The value method used for the entry at line 8 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 17-26. The value method used for the entries on lines 17-26 was the tax value of each. Cogburn Investments, LLC was moved from Trust I to the beneficiares in 2020. Cogburn Family Properties, LLC, Ranchland, Incorporated and Cogbum Investments, LLC are equally owned by the beneficiaries of Trust I. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33373. Public record. Not legal advice.