# Richard Mark Gergel

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11992

## Record

- **Judge:** Richard Mark Gergel
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 8

## Text

Investment Property, Edisto Beach, SC — Rent
Investment Property, Charleston, SC (Y)
1519 Richland LLP, Columbia, SC — Rent
Prudential Life Insurance — None
Columbia Cash Reserves — Int/Div
Alliance Balance Wealth Strategies Class A — Int/Div — Sold
Am. US. Govermment Securities Class B — Int/Div
Am. Balanced Class A — Int/Div — Sold (part)
Am. Balanced Class B — None — with line 8)
Am. High Income Trust Class A — Int/Div
Columbia Marsico Focused Eq. Class A — Int — Sold
AM. Europacific Growth Class A — Int/Div — Sold
Goldman Sachs Strategic Fund — Int/Div — Sold
Hartford Advisors Class A — Int./y — Sold
Putmam International Equity Class A — None — Sold
Am. Washmgton Mutual Inv, Class B — Int/Div
AllianceBer Large Cap Growth Class A — Int/Div — Sold
Morgan Stanley Divident Growth Class B — Int/Div
Morgan Stanley European Equity Class B — Int/Div — Sold
Morgan Stanley Liquid Asset Fund — Int/Div
Morgan Stanley Strategist Fund A — Int/Div
Bank Meridian NA (Y)
VistaBank South Carolina — None
Bank of America — Int/Div
TIAA-CREF — Int/Div
Columbia Tax Exempt Reserves — Int/Div — Sold
Wachovia Certificates of Deposit — Int/Div
Morgan Stanley Global Div. Growth! Section A — Int/Div
Am. Short Term Bond/Class A — Int/Div
Lord Abbott Short Duration Tax Free Fund — Int/Div — Sold (part)
Blackrock Global Allocation Fund — Int/Div — Sold (part)
Templeton Global Bond Fund — Int — Sold (part)
American Fund Global Balanced Fund — Int/Div — Buy
FIA Card SErvices Money Market — Int/Div — Buy
Variable Interest HSBC — Int/Div — Buy
Merill Lynch Bank Deposit Fund — Int/Div — Buy
BOA Cash Reserve Money Market Fund — Int/Div — Buy
Liability — Bank of America — Mortgage on Investment Property: Edisto Beach, South Carolina
Reimbursement — SC Association for Justice — S4-862011 — Hilton Head, SC — Presentation — Hotel and Registration
Reimbursement — Defense Trial Attorneys — 3117672001 — Amelia Island — Presentation and Meeting — Hotel and Meals
Spouse's income — 2011 — Columbia City Council Salary
1. Part VII, page 4, line 2- This asset has shifted from investment propoerty

2. Part VII, page 4, line 8 - Part Sold on 12/12/11, Value M

3. Part VII, page 4, line 9- Converted to Class A

4. Part VII, page S, line 22- Bank placed in receivership by regulators and stock rendered worthless

5. Part Vii, page 5, line 30- Part Sold on 5/17/11, Value J; Part sold on 7/22/11, Value J; Part sold on 1026/11, Value J

6. Part VII, page 6. lime 31- Part Sold on 4/20/11, Value J; Part sold on 4/28/11, Value J: Part sold on 6/17/11, Value K; Part sold on 9/13/11, Value J; Part sold on

10026711, Value J: Part sold on 11/23/11, Value K.

7. Part VII, page 6, line 32- Part Sold on 7/7/11, Value J; Part sold on 10/26/11, Value J; Part sold on 12/12/11, Value K

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11992. Public record. Not legal advice.
