# Karen K. Specie

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33864

## Record

- **Judge:** Karen K. Specie
- **Year:** 2020
- **Pages:** 9

## Text

Renasant Bank - accounts — Interest
Capital City Bank - checking account — None
. — Distribution
. — None — Closed
Farming operation - Alachua Co., FL (See Part VII) — None — Sold
Drummond Community Bank - Savings Account — Interest — Open
Capital City Bank - Savings Account — Interest — Open
Drummond Community Bank - Checking Account — Interest — Open
IRA # 1 Farnsley Wealth Management, LLC (previous Farnsley & Johnston)
American Growth Fund of Amer — Dividend
Columbia Contrarian — Dividend
Columbia Dividend Income — Dividend
John Hancock Disciplined Value Fund Class A — Dividend
John Hancock Disciplined Value Mid Cap — Dividend
JP Morgan Small Cap Equity — Dividend
JP Morgan International Value Fund Institutional Class — Dividend
JP Morgan Mid Cap Value Fund Institutional Shares — Dividend
JP Morgan US Equity Fund — Dividend
JP Morgan U.S. Large Cap Core Plus Fund Select Class — Dividend
Mainstay Epoch Global Equity Yield Fund Class A — Dividend
MFS International Growth Fund Class 1 — Dividend
MFS Research Fund Class A — Dividend
MFS Utilities Fund Class A — Dividend
Invesco Oppenheimer Int'l Sml Mid Co (fka Oppenhiemer Int'l Sml Mid) — Dividend
Principal Small Mid Cap Dividend Income Fund Class P — Dividend
PGIM Jennison Equity — Dividend — Sold
PGIM Jennison Mid Cap — None — Sold
American Europacific Growth Fund CL F2 — Dividend
American Smallcap World Fund CL F2 — Dividend
Cohen & Steers Pref Securities Income I — Dividend
Value Line Small Cap Opport CL INSTL — None — Sold
Goldman Sachs Small/Mid Cap Growth Prosp. — Dividend — Buy (add'l)
Goldman Sachs Intl Sm Cap Insights — Dividend
American Amcap Fund 2 — Dividend
Goldman Sachs Emerg Mkts Equity — Dividend
MFS New Discovery Fund — Dividend
Goldman Sachs GQG Partners Int'l Opp (X) — Dividend — Buy
Fidelity Contrafund Prospectus (X) — Dividend — Buy
IRA #2 Farnsley & Johnston
Cohen & Steers Pref. Securities — Dividend
John Hancock Disciplined Value Mid Cap — None — Sold
J P Morgan US Large Cap Core (Plus Fund Select Class N/L) — Dividend
J P Morgan Mid Cap Value Fund Institutional Shares — Dividend
MFS Research Fund Class A — Dividend
Invesco Oppenheimer Dev Markets (previous Oppenheimer Dev Markets) — Dividend
Value Line Small Cap — Dividend
Goldman Sachs Emerg Mkts Eq — Dividend
American Growth Fund of America — Dividend
JP Morgan Hedged Equity — Dividend — Buy (add'l)
Goldman Sachs Small/Mid Cap — Dividend
MFS New Discovery FL CL I — Dividend
Renasant Bank - accounts — Interest
Capital City Bank - checking account — None
. — Distribution
. — None — Closed
Farming operation - Alachua Co., FL (See Part VII) — None — Sold
Drummond Community Bank - Savings Account — Interest — Open
Capital City Bank - Savings Account — Interest — Open
Drummond Community Bank - Checking Account — Interest — Open
IRA # 1 Farnsley Wealth Management, LLC (previous Farnsley & Johnston)
American Growth Fund of Amer — Dividend
Columbia Contrarian — Dividend
Columbia Dividend Income — Dividend
John Hancock Disciplined Value Fund Class A — Dividend
John Hancock Disciplined Value Mid Cap — Dividend
JP Morgan Small Cap Equity — Dividend
JP Morgan International Value Fund Institutional Class — Dividend
JP Morgan Mid Cap Value Fund Institutional Shares — Dividend
JP Morgan US Equity Fund — Dividend
JP Morgan U.S. Large Cap Core Plus Fund Select Class — Dividend
Mainstay Epoch Global Equity Yield Fund Class A — Dividend
MFS International Growth Fund Class 1 — Dividend
MFS Research Fund Class A — Dividend
MFS Utilities Fund Class A — Dividend
Invesco Oppenheimer Int'l Sml Mid Co (fka Oppenhiemer Int'l Sml Mid) — Dividend
Principal Small Mid Cap Dividend Income Fund Class P — Dividend
PGIM Jennison Equity — Dividend — Sold
PGIM Jennison Mid Cap — None — Sold
American Europacific Growth Fund CL F2 — Dividend
American Smallcap World Fund CL F2 — Dividend
Cohen & Steers Pref Securities Income I — Dividend
Value Line Small Cap Opport CL INSTL — None — Sold
Goldman Sachs Small/Mid Cap Growth Prosp. — Dividend — Buy (add'l)
Goldman Sachs Intl Sm Cap Insights — Dividend
American Amcap Fund 2 — Dividend
Goldman Sachs Emerg Mkts Equity — Dividend
MFS New Discovery Fund — Dividend
Goldman Sachs GQG Partners Int'l Opp (X) — Dividend — Buy
Fidelity Contrafund Prospectus (X) — Dividend — Buy
IRA #2 Farnsley & Johnston
Cohen & Steers Pref. Securities — Dividend
John Hancock Disciplined Value Mid Cap — None — Sold
J P Morgan US Large Cap Core (Plus Fund Select Class N/L) — Dividend
J P Morgan Mid Cap Value Fund Institutional Shares — Dividend
MFS Research Fund Class A — Dividend
Invesco Oppenheimer Dev Markets (previous Oppenheimer Dev Markets) — Dividend
Value Line Small Cap — Dividend
Goldman Sachs Emerg Mkts Eq — Dividend
American Growth Fund of America — Dividend
JP Morgan Hedged Equity — Dividend — Buy (add'l)
Goldman Sachs Small/Mid Cap — Dividend
MFS New Discovery FL CL I — Dividend
Liability — American Express — various credit cards
Liability — Chase — various credit cards
Liability — Drummond Community Bank (Y) — Line of Credit - personal (Paid off in 2020)
Liability — Drummond Community Bank — Personal Loan
Liability — Discover — Credit Card
Liability — American Express — various credit cards
Liability — Chase — various credit cards
Liability — Drummond Community Bank (Y) — Line of Credit - personal (Paid off in 2020)
Liability — Drummond Community Bank — Personal Loan
Liability — Discover — Credit Card
Reimbursement — American Bankruptcy Institute — 01/15/2020 through 01/17/2020 — Tampa, FL — Educational Seminar — Lodging, Meals, Transportation
Reimbursement — The Florida Bar Association — 02/05/2020 through 02/07/2020 — Orlando, FL — Educational Seminar — Lodging, Meals, transportation
Reimbursement — American Bankruptcy Institute — 01/15/2020 through 01/17/2020 — Tampa, FL — Educational Seminar — Lodging, Meals, Transportation
Reimbursement — The Florida Bar Association — 02/05/2020 through 02/07/2020 — Orlando, FL — Educational Seminar — Lodging, Meals, transportation
Spouse's income — 2020 — - Commercial real estate ownership, rental and management (Voluntary Dissolution Filed 5/11/20)
Spouse's income — 2020 — - Commercial real estate ownership, rental and management (Voluntary Dissolution Filed 5/11/20)
PART VI - LINE 4 - DRUMMOND COMMUNITY BANK - CORRECTED TO "PERSONAL LOAN;" PRIOR REPORTS LISTED AS "LINE OF CREDIT -
PERSONAL."
PART VII - LINE 4 - . VOLUNTARILY DISSOLVED ON 5/11/2020.
PART VII - LINE 5 - FARMING OPERATION (PECANS) SOLD WITH HOMESTEAD PROPERTY ON 4/24/2020.
PART VII - LINE 60 OF AMENDED 2019 REPORT - VALIC RETIREMENT ACCOUNT WAS LIQUIDATED ON 2/11/2019 AND MISTAKENLY
INCLUDED IN THE AMENDED 2019 REPORT. THE ASSET IS REMOVED FROM THIS REPORT.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33864. Public record. Not legal advice.
