# Steven I. Locke

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4477

## Record

- **Judge:** Steven I. Locke
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 10

## Text

Pepsico — Int/Div
Citibank accounts — Interest
Hommel. Inc Common Stock — Int/Div
Brokerage Account #1 (H)
JPMorgan TR Prime Money Market — Interest
Atmel Corp Common Stock — Int/Div
Walt Disney Co Common Stock — Int/Div
First Horizon Natl Corp Common Stock — Int/Div
Intemational Business Machines Common Stock — Int/Div
Macquirie Infrastructure Corp - Was Macquirie Infrastructure LLC — Int/Div
Motorola Solutions Inc. Common Stock — Int/Div
Pfizer Inc Common Stock — Int/Div
Terra Inventions Corp Common Stock — None
Teradyne Inc Common Stock — Int/Div
Brokerage Account #2(H)
Columbia Acom Fund A — Int/Div
Brokerage Account #3 (H)
Apple, Inc (X) — None — Open
Coming, Inc — Int/Div
Walt Disney Co — Int/Div
Intermational Business Machines Comp — Int/Div
Pepsico — Int/Div
Cash - JPMorgan Securities — None
Brokerage Account #4 (H)
Walt Disney Co — Int/Div
Cash - JPMorgan Securities — None
Retirement Account 21 (H)
Gemeral Money Market FACI B — Interest
Dreyfus Ins Deposit Program — Interest
American Century Short Duration Inflation Protect- jon Bad Fd Inv C1 — Int/Div — Buy (add'l)
Columbia Acom Intemational Fd C1 R4 — Int/Div — Buy (add'l)
Credit Suisse Commodity Return Strategy FdCl1 — Int/Div — Sold
Dodge & Cox Income Fund — Int/Div
Eagle Small Cap Growth Fund C11 — Int/Div — Sold (part)
Eaton Vance Floating Rate High Income Instit Class — Int/Div
Fudelity Advisor Mid Cap 11 Fd Class — Int/Div — Sold (part)
Fidelity Advisor New Insights Fd Class — Int/Div — Sold (part)
Fundamental Investors Class F-2 — Int/Div — Sold (part)
The Oakmark Inermmational Fund Class — Int/Div — Buy (add'l)
Sulverpepper Commodity Strategy Global Macro Fund Inst Class — None — Buy
John Hancock Disciplined Value Mid Cap Fund Class — Int/Div — Sold (part)
MFS International Value Fund Class — Int/Div — Sold (part)
MFS Value Fund Class — Int/Div — Sold (part)
Northem Small Cap Value Fund — Int/Div — Buy
Oppenheimer Develooping Markets Fund Class Y — Int/Div — Buy (add'l)
Pimco Income Fund Class P — Int/Div
T Rowe Price Emerging Markets Stock — Int/Div
Royce Opportunity Fund Inestment Class — Int/Div — Buy (add'l)
Royce Opportunity Fund Inestment Class — Sold
Russell Global Real Estate Sec Fd Class S — Int/Div — Sold (part)
Templeton Globa Bond Fund Advisor Class — Int/Div — Buy (add'l)
Retirement Account £2 (H)
Dreyfus Ins Deposit Program — Interest
Alliance Bernstein Global Real Estate Investment Fd C1 A — Int/Div
Europacific Growth Fund Class A — Int/Div
The Growth Fund of America Class A — Int/Div
MFS Value Fund Class A — Int/Div
Oppenheimer Global Strategic Income Fund Class A — Int/Div
Pinco Total Return Class A — Int/Div
Small-Cap World Fund Class A — Int/Div
Victory Integrity Small-Cap Value Fund — Int/Div
Washington Mutual Investors Fund Class A — Int/Div
College Fund #1 (H)
The Bond Fund of America -529A — Int/Div
The Growth Fund of America - 529A — Int/Div
The Income Fund of America - S29A — Int/Div
New Perspective Fund - 529A — Int/Div
Washington Mutual Investors Fund - 529A — Int/Div
College Fund #2 (H)
NYS 529 College Savings Plan-Moderate Age-Based Opt. Conserve Growth — Int/Div — Buy (add'l) — Note 1, Pare VII
NYS 529 College Savings Plan-Moderate Age-Based Opt. Conserve Growth — Buy (add'l)
NYS 529 College Savings Plan-Moderate Age-Based Opt. Conserve Growth — Buy (add'l)
College Fund #3 (H)
NYS 529 College Savings Plan-Moderate Age-Based Opt. Conserve Growth — Int/Div — Buy (add'l) — Note 1, Pare VII
Rental Property #1, Brooklyn, NY See Note 3, Part VIII — Rent
Law Offices of Steven . Locke. PC (Y) — Note 4, Part VII
Liability — Quicken Loans — Mortgage on combined personal residence/rental property #1, Brooklyn, NY, Pt VII, line 75
Income — 2015 — Collection of pre-appomtment accounts receivable — S4.222.00
Spouse's income — 2015 — The City of New York, Salary
Spouse's income — 2015 — Legal Fees - Self employed Attorney
Notes to Part VII.

Note |. College Funds which do not report income as an item separate from change in value.

Note 2. Macquirie Infrastructure changed from an LLC to a Corporation.

Note 3. Property was purchased in 2002 for $1,335,000,

Note 4. Law practice closed on appointment to the bench,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4477. Public record. Not legal advice.