# Max Oliver Cogburn jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4806

## Record

- **Judge:** Max Oliver Cogburn jr
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 11

## Text

AllianzGl NF) Dividend Value Fund — Sold (part)
Cogburn Family Properties, LLC Buncombe Co, NC- Land Holding — Rent
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
Lincoln: Whole Life - (No Control) — Int/Div
Fuse Science (formerly Double Eagle Stock) — None
Ohio National: Universal Non-Variable (No Control) — Int/Div
Memill Lynch Managed Mutual Fund (H)
AllianzGl NF) Dividend Value Fund — Int/Div
AllianzGl NF) Dividend Value Fund — Buy (add'l)
Blackrock Eqty Dividend Fund — Int/Div
Blackrock Eqty Dividend Fund — Sold (part)
Columbia Select Large Cap Growth Fund — Int/Div
Columbia Select Large Cap Growth Fund — Sold (part)
Harbor Intemational Fund — Int/Div
Mainstay Large Cap Growth Fund — Int/Div
Metropolitan West Total Return Bond Fund — Int/Div
Metropolitan West Total Return Bond Fund — Buy (add'l)
MFS Value Fund — Int/Div
MFS Value Fund — Sold (part)
Oppenheimer International Growth Fund — Int/Div
Oppenheimer International Growth Fund — Buy (add'l)
T Rowe Price Dividend Growth Fund — Int/Div
T Rowe Price Dividend Growth Fund — Sold (part)
The Oakmark International Fund — Int/Div
The Oakmark International Fund — Sold (part)
Wells Fargo Small Cap Value Fund — None
Wells Fargo Small Cap Value Fund — Buy (add'l)
Wells Fargo Small Cap Value Fund — Sold
Western Asset Core Bond Fund — Int/Div
IVY Asset Strategy Fund — None — Sold
Glenmede Small Cap Fund — None — Buy
Glenmede Small Cap Fund — Sold
SPDR SP Dividend ETF — Int/Div — Buy
ISHARES TR Russell 2000 — Int/Div — Buy
Memill Lynch Managed Mutual Fund (IRA) Hy
Blackrock Eqty Dividend Fund — Int/Div
Blackrock Eqty Dividend Fund — Sold (part)
Blackrock Eqty Dividend Fund — Sold (part)
Blackrock Eqty Dividend Fund — Sold (part)
Clearbridge Small Cap Fund — Int/Div
Clearbridge Small Cap Fund — Buy (add'l)
Clearbridge Small Cap Fund — Sold (part)
Clearbridge Small Cap Fund — Sold (part)
Clearbridge Small Cap Fund — Buy (add'l)
Dreyfus Appreciation Fund — Int/Div
Dreyfus Appreciation Fund — Sold (part)
Dreyfus Appreciation Fund — Sold (part)
S10. — Sold (part)
Hartford Growth Opportunities Fund — Int/Div
Hartford Growth Opportunities Fund — Sold (part)
Hartford Growth Opportunities Fund — Sold (part)
Hartford Growth Opportunities Fund — Sold (part)
Hartford Growth Opportunities Fund — Sold (part)
Hartford Growth Opportunities Fund — Buy (add'l)
Henderson International Opportunities Fund — None
Henderson International Opportunities Fund — Buy (add'l)
Henderson International Opportunities Fund — Sold (part)
Henderson International Opportunities Fund — Sold (part)
Henderson International Opportunities Fund — Buy (add'l)
John Hancock Disciplined Value Fund — Int/Div
John Hancock Disciplined Value Fund — Buy (add'l)
John Hancock Disciplined Value Fund — Sold (part)
John Hancock Disciplined Value Fund — Sold (part)
John Hancock Disciplined Value Fund — Sold (part)
John Hancock Disciplined Value Fund — Buy (add'l)
John Hancock Classic Value Fund — None — Sold
Mainstay Large Cap Growth Fund — Int/Div
Mainstay Large Cap Growth Fund — Sold (part)
Mainstay Large Cap Growth Fund — Sold (part)
Mainstay Large Cap Growth Fund — Sold (part)
Mainstay Large Cap Growth Fund — Sold (part)
Mainstay Large Cap Growth Fund — Sold (part)
Mainstay Large Cap Growth Fund — Buy (add'l)
MFS Value Fund — Int/Div
MFS Value Fund — Sold (part)
MFS Value Fund — Buy (add'l)
MFS Value Fund — Sold (part)
MFS Value Fund — Sold (part)
MFS Value Fund — Sold (part)
MFS Value Fund — Buy (add'l)
Oppenheimer Rising Dividends Fund — Int/Div
Oppenheimer Rising Dividends Fund — Sold (part)
Oppenheimer Rising Dividends Fund — Sold (part)
Oppenheimer Rising Dividends Fund — Sold (part)
Oppenheimer Rising Dividends Fund — Buy (add'l)
Thomas White Intemational Fund — None — Sold
The Oakmark International Fund — Int/Div — Buy
The Oakmark International Fund — Sold (part)
The Oakmark International Fund — Sold (part)
The Oakmark International Fund — Buy (add'l)
American Euro Pacific Growth Fund — Int/Div — Buy
American Euro Pacific Growth Fund — Sold (part)
American Euro Pacific Growth Fund — Sold (part)
American Euro Pacific Growth Fund — Buy (add'l)
Trustee, Carolina Day School
Liability — Farm Credit — Secured loan on family business property {1/4 of amount)
Liability — HomeTrust Bank — Secured loan on office building (1/5 of amount)
Spouse's income — 2015 — Town of Biltmore Forest - Board Salary
VIL Investments and Trusts, page 4, limes 1-3.

The first three entries in this section refer to two holding companies and an operating business for a contiguous piece of family owned real estate. The property is

owned equally by my three sibilings and me. The land is divided into two holding companies, Cogbum Family Properties, LLC and Ranchland Incorporated. The

third company, Pisgah View Ranch, Inc. operates u guest ranch on the property. My siblings and | own another separate picoe of land, which is held in the Pisgah

Highland Conservancy. LLC (see entry 4), the date of purchase was December 23, 2008 and the purchase price was $170,000.00,

VIL Investments and Trusts, page §, line 32.

This asset was reported sold on prior report at line 25. That wus an error as it was only a partial sale.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4806. Public record. Not legal advice.
