Skip to content

Judicial Watch • Karon O. Bowdre – 2012

Karon O. Bowdre – 2012

Karon O. Bowdre – 2012

Page 1: Karon O. Bowdre – 2012

Category:Federal Judges

Number of Pages:12

Date Created:January 3, 2014

Date Uploaded to the Library:July 08, 2014

Tags:Bowdre, Karon O Bowdre, Karon, Estimated, 2012, Market, assets, INVESTMENTS, spouse, transactions, TRUSTS, Codes, dividend, reportable, reporting, report, Federal Judge, financial, income, Judge


File Scanned for Malware

Donate now to keep these documents public!

  • demand_answers

See Generated Text   ˅

Autogenerated text from PDF

Rev. 112013 Government Act 1978 FOR CALENDAR YEAR 2012 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Bowdre, Karon Court Organization U.S. District Court, Alabama Date Report 07/02/2013 Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge -Active  Sa. Report Type (check appropriate type) Nomination Date Initial Annual Sb. Amended Report Final Reporting Period 01/01/2012 12/31/2012 Chambers Office Address 
Hugo Black Courthouse 1729 Fifth Avenue North Birmingham, 35203 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. POSITIONS. (Reporting individual only; see pp. 9-13 NONE (No reportable positions.)  instructions.)  
POSITION  NAME ORGANIZATION/ENTITY  Proprietor  Juliette Farms f/k/a KayBee Saddlebreds 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 

PARTIES AND TERMS 2001 Samford University (Defined Benefit Plan) -vested benefits plan former employer 

III. 0N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income  NONE (No reportable non-investment income.)  

 SOURCE AND TYPE  INCOME  
(yours, not spouse's) 2012  Juliette Farms fka Kaybee Saddlebreeds (Breed, Train, Show American  $0.00  
Saddlebred Horses) Spouse's Non-Investment Income -lfyou were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2012 Self-Employed Law Practice 

IV. REIMBURSEMENTS -transportation, lodging,food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing insl11fclions.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 

Bowdre, Karon 
07/02/2013 

V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 
SOURCE 
DESCRIPTION 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period Jncomc Gain Codes: =$1.000 less =$1.001 -$2.500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50.000  
(Sec Columns and D4) =$50,001 -$100,000 =$100,00 -$1,000,000 =$1,000,00 -$5.000.000 =More than $5,000,000 Value Codes =$15,000 less =$15.001 -$50.000 =$50,001 -$100,000 =$100,00 -$250,000  
(Sec Columns and D3) =$250,001 -$500,000 =$500,00 -$1.000,000 =$1.000.001 -$5,000.000 =$5,000,001 -$25.000,000 =$25.000.001 -$50.000.000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

Bowdre, Karon 
07/02/2013
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1ut1es those spouse an t1epent1ent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period Income Gain Codes: =$I.000 less =$1.00I $2.500 =$2.50I $5,000 =$5.001 -$15,000 =$15.001 -$50,000  
(Sec Columns and 04) =$50,001 -$100,000 =$I00,00I -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15.000 less =$15,00I $50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(Sec Columns and 03) =$250.00I -$500.000 =$500,001 -$1,000,000 =$1.000,001 -$5,000,000 45.000.001 -$25.000,000 =$25,000.00I -$50.000.000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 instructions.) 
NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(2) (I) (2) 
(3) 
(4) (5) 
Place "(X)" after each asse exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  
Metlife (New England Financial) Perm. Life Ins.  Dividend  

36. Metlife (New England Financial) Perm. Life Dividend Ins. Income Gain Codes: =$1,000 less =$1,001 -$2.500 =$2,50 -$5,000 =$5,001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04)  F=$50,00J -$100,000 =$I 00,00 -$I ,000,000 =$1.000,00 -$5,000,000 =More than $5.000.000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100.000 100.00 -$250.000  
(Sec Columns and 03) =$250,00 -$500.000 =$500,001 -$1,000,000 =$1.000.001 -$5.000.000 =$5.000.00 -$25.000.000 =$25.000.00 -$50,000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 Income Gain Codes: ,000 less =$1,001 -$2.500 =$2.50 -$5,000  D=$5,001 -$!5,000 =$15,00 -$50,000  
(Sec Columns and D4) =$50,001 -$100,000 =$I 00,00 1,000,000 =$1,000.00 -$5,000.000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50.000 =$50,001 -$100.000 =$!00,001 -$250,000  
(Sec Columns and 03) =$250,00 -$500.000 =$500.00  $1.000,000 =$1,000,001 -$5,000.000 =$5.000,001 -$25.000,000 =$25,000,00 -$50,000,000 =More than S50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =A5scs::.mcnt =Cash Market  
(Sec Column C2) =Book Value =Other ::Estimated  

Bowdre, Karon 
07/02/2013
VII. INVESTMENTS and TRUSTS -income, value, transoctions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period repor ting period  

(I) (2) (I) 
(I) 
(2) (3) 
(4) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code {A-H)  Identity buyer/seller (ifprivate transaction)  
69.  PIMCO Total Return Fund  Dividend  Sold  01/24/12  

70. 
American Century Equity Income Dividend 

71. 
American Bond Fund America Dividend Income Gain Codes: =$1,000 less =$1.001 -$2.500 =$2,50 -$5,000 =$5,001 -$15.000 =$I 5,00 -$50.000  
(See Columns and 04) =$50,001 -$1 00,000 =$I 00,00 -$1,000.000 =$1.000,001 -$5,000,000 =More than $5.000.000 Value Codes =$15,000 less =$15.00 -$50.000 =$50.00 100,000 =$100.001 -$250,000  
(Sec Columns and 03) =$250.001 -$500.000 =$500.00 -$I .000.000 =$1,000,001 -$5,000,000 =$5.000.001 -$25.000.000 =$25.000.00 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Co;t (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS 
-income, vatue, transactions r1nc1udes those of>pouse and dependent children; see/Jp. J4-6o filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

{I) (2) (!) 
(I) (2) (3) 
(4) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code  Type (e.g., div., rent,  Value Code  Value Method  Type (e.g., buy, sell,  Date mm/dd/yy  Value Code  Gain Code  Identity buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

86. 
Principal Diversified Real Dividend 

87. 
American Tax Exempt Dividend Buy 01/26112 

88. 
American CNT lnterm Dividend Buy 01/27/12 Income Gain Codes: =$1,000 less =$1.001 -$2,500 =$2,50 -$5,000 45.001 -$15,000 =$15,00 -$50,000  
(Sec Columns and D4) =$50.00 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 lcss =$15,00 -$50.000 =$50.00 -$I 00,000 =$100,00 -$250,000  
(Sec Columns and D3) =$250.00 -$500.000 =$500.001 -$1,000,000 =$1.000.001 -$5.000.000 =$5,000.00 -$25.000,000 =$25.000,00 -$50,000,000 =More than S50.000.000 Value Method Codes  Q=ApprniSlll =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

Bowdre, Karon 
07/02/2013

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) {I) (2) (4) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) 
103.  Buy (add'!)  06/11/12  
104.  Sold (part)  12/18/12  
105. Gamco Global Gold  Dividend  Buy  03/22/12  
106.  
107. Income Gain Codes: =$1,000 less 41,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000  
(Sec Columns and D4) =$50,001 I00.000 =$100.00 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 Jess =$15.00 -$50.000 =$50,00 -$100.000 =$100,001 -$250,000  
(Sec Columns and 03) =$250.001 -$500.000 =$500.00 -S1.000,000 =$1.000,001 -$5,000,000 =$5,000.00 -$25.000,000 =$25,000,00 -$50,000.000 =More than $50.000,000 Value Method Codes =Appraisal ::oCost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated =$15,001 -$50,000 

Name Person Reporting 
Date Report 
Bowdre, Karon 
07/02/2013
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lntlicatepart ofreport.) 
Trust trust created family members other than the reporting person Its asset interest that invested through 
Eagle Asset Managment SCG, Blackrock Equity Dividend Fund, Neuberger Berman Int'! Core, Neuberger Berman Large Cap Growth, Merill Lynch Personal Advisor Program and Perkins/Janus MCV. Boyd Watterson Fixed Income, Wealth Core-NOESIS, WCM, Lakeshore Capital, W.H. Reaves Co., Sterne Agee Prime Cash Acct., Minneapolis Port Management and Dana Investments. Investment accts and allocations are selected  
Trust trust created family members other than the reporting person spouse. Its asset interest that invested through manager directed investments (see above). 
401(k): (Line 26) John Hancock Pensions: Investments are Investment Company America, Income Fund America, Davis New York Venture, 500 Index Fund, Europacific Growth Fund, and American Century Heritage. Contributions the Plan and purchases the Plan preselected funds are made throughout the year. 
Lawfirm Capital Contributior the law firm 
Trust III owns life insurance policy issued Phoenix Mutual Life Insurance Company and stock issued Phoenix Mutual. 
Trust owns life insurance policy issued Northwestern Mutual Life Insurance Company. 
Partial Sales some holdings did not change year-end category listings. 
Deletion some holdings previous reported years caused the deletion certain lines and effectuated change numbering for subsequent entries. 
Line had change company name for the same account. 
Previous line (Columbia Funds, Intl Value Inv.) was erroneously reported 201 "partial" sale but instead was sold whole that time. 

New line 100 Bank Deposit Program that should have been reported 2012 and was overlooked mistake. 
Line (Dodge Cox Intl) should have been listed 2011 "sale (partial)", not "sale". The balance the holding was sold 2012. 
Line (Hussman) should have been listed 2011 "sale (partial)", not "sale". The balance the holding was retained 2012. 

Bowdre, Karon 
07/02/2013
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are 
compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

Signature: Karon Bowdre 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544