# Marc Thomas Treadwell > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13073 ## Record - **Judge:** Marc Thomas Treadwell - **Year:** 2013 - **Report type:** Annual - **Pages:** 16 ## Text Trust #3 — Int/Div State Bank and Trust Company Accounts — None Wells Fargo Bank Account (X) — None Rental Property £1, Fripp Islnd, SC — Rent Lincoln National Life - Survivorship universal life policy — None Brokerage #1 Merrill Lynch Cash Management Account — Interest Powershares VRDO Tax Free Fund — Int/Div — Sold (part) Powershares VRDO Tax Free Fund — Sold (part) SPS00 Stepup Issuer BAC — None — Buy (add'l) Apple Inc. (common) — Int/Div — Buy Brokerage #2 Mermrill Lynch Cash Management Account — Interest American Express Company (common) — Int/Div — Sold (part) Ameriprise Financial Inc (common) — Int/Div Bristol-Myers Squibb Co (common) — Int/Div — Sold (part) General Electne (common) — Int/Div Home Depot Inc (common) — Int/Div — Sold (part) Johnson and Johnson (common) — Int/Div — Sold (part) Kimberly Clark (common) — Int/Div — Sold (part) Zimmer Holdings Inc (common) — Int/Div Brokerage #3 Merrill Lynch Cash Management Account — Int/Div Allianz NFJ Dividend Value Fd C1 P — Int/Div — Buy (add'l) Allianz NFJ Dividend Value Fd C1 P — Buy (add'l) Allianz NFJ Dividend Value Fd C1 P — Buy (add'l) Allianz NFJ International Value Fund — Int/Div — Buy (add'l) Allianz NFJ International Value Fund — Buy (add'l) Ivey Asset Strategy Fund C11 — Int/Div — Buy (add'l) Ivey Asset Strategy Fund C11 — Buy (add'l) Lord Abbet Intermediate Tax Free Fd C1 F — Int/Div — Buy (add'l) Lord Abbet Intermediate Tax Free Fd C1 F — Sold (part) Lord Abbet Intermediate Tax Free Fd C1 F — Buy (add'l) Lord Abbet Intermediate Tax Free Fd C1 F — Sold (part) Mainstay Large Cap Growth Fund CI — Int/Div — Buy (add'l) Mainstay Large Cap Growth Fund CI — Buy (add'l) Mainstay Large Cap Growth Fund CI — Sold (part) Mainstay Marketfield Fund C11 — Int/Div — Buy MFS Value Fd C11 — Int/Div — Buy (add'l) MFS Value Fd C11 — Buy (add'l) MFS Value Fd C11 — Buy (add'l) Oppenheimer Gold & Special Minerals Fd ay — Int/Div — Buy (add'l) Oppenheimer Gold & Special Minerals Fd ay — Buy (add'l) Oppenheimer Gold & Special Minerals Fd ay — Buy (add'l) Oppenheimer Gold & Special Minerals Fd ay — Sold (part) Oppenheimer Rising Dividends Fund C1 Y — Int/Div — Buy (add'l) Oppenheimer Rising Dividends Fund C1 Y — Sold (part) Oppenheimer Rising Dividends Fund C1 Y — Buy (add'l) Rydex/SGI Mid Cap Valve Fund C11 (Y) T Rowe Price Summit Muni Intermediate Fd — Int/Div — Buy (add'l) S10. — Sold (part) S10. — Buy (add'l) S10. — Sold (part) Nuveen High Yield Muni Bond Fd C1 — Int/Div — Buy (add'l) Nuveen High Yield Muni Bond Fd C1 — Buy (add'l) Nuveen High Yield Muni Bond Fd C1 — Buy (add'l) Guggenheim Mid Cap Value Fund C11 — Int/Div — Buy (add'l) Guggenheim Mid Cap Value Fund C11 — Buy (add'l) Permanent Portfolio Fund — Int/Div — Buy (add'l) Permanent Portfolio Fund — Buy (add'l) Blackrock Equity Dividend Fund Instl — Int/Div — Buy (add'l) Blackrock Equity Dividend Fund Instl — Buy (add'l) Blackrock Short-term Municipal Fund Inst] — Int/Div — Buy IRA 2) — Int/Div Merrill Lynch cash holding account Blackrock Equity Dividend Fund Inst! — Sold (part) Dreyfus Emerging Mkts Debt Local Currency C11 — Sold Dreyfus Appreciation Fd — Buy (add'l) Eagle Small Cap Growth Fund C11 — Sold First Eagle Gold Fd C11 — Sold Harbor International Fund Inst! C1 — Sold Lazard Emerging Mkts Equity Ptf] Inst] Class Mainstay Large Cap Growth Fund C11 MFS Research Bond Fund C11 — Sold (part) Neuberger Berman High Income Bond Fd Cl Inst Oppenheimer Rising Dividends Fund C1 Y TCW Total Return Bond Fd C11 — Sold (part) American Century Inflation Adj Bd Inv Cl Principal Preferred Securities Fund C1 P — Sold (part) Cohen & Steers Realty Shares Fund CI N Clearbridge Small Cap Growth Fund C11 — Buy John Hancock Classic Value Fund C11 — Buy MFS Emerging Markets Debt Fd CI — Buy The Oakmark Intl Fund — Buy IRA #2 — Int/Div Smith Barney Bank Deposit Program cash account (Y) Morgan Stanley Cash/Bank Deposit Program (X) Capital World Growth & Income Fd C1 A yy American Cap Wrld Gr & Inc A (X) Apple Inc (Common) — Buy Wisdomtree Trust Emrg Mkt Eqt Fund — Buy 401K) Retirement Plan — Int/Div American Funds - Growth Fund of America-R3 American Funds - Investment Company of America-R3 American Funds - Fundamental Investors. R3 IRA #3 — Int/Div Merrill Lynch cash holding account Blackrock Equity Dividend Fund Instl — Sold (part) Dreyfus Emerging Mkts Debt Local Currency C11 — Sold Dreyfus Appreciation Fd — Buy (add'l) Eagle Small Cap Growth Fund C11 — Sold Furst Eagle Gold Fd C11 — Sold Harbor Intemational Fund Inst! C1 — Sold Lazard Emerging Mkts Equity Ptf] Inst] Class Mainstay Large Cap Growth Fund C1 MFS Research Bond Fund C11 — Sold (part) Neuberger Berman High Income Bond Fd Cl Inst Oppenheimer Rising Dividends Fund C1 Y American Centruy Inflation Adj Bd Inv Cl Principal Preferred Securities Fund C11 — Sold (part) TCW Total Return Bond Fd C11 — Sold (part) Cohen & Steers Realty Shares Find C1 N The Oakmark Intl Fund — Buy The Oakmark Intl Fund — Buy (add'l) John Hancock Classic Value Fund C11 — Buy John Hancock Classic Value Fund C11 — Buy (add'l) Clearbridge Small Cap Growth Fund C11 — Buy MFS Emerging Markets Debt Fd CI — Buy 529 College Savings Plan — None Blackrock 100% Equity Port — Sold Trust #1 — hy Federated Money Mkt Obligs Tr Trsy Obligs Instl C1 #68 FFS BP PLC Spons ADR (common) — Sold Exxon Mobil Corp (Common) Praxair Ine (Common) General Electric Co (Common) Home Depot Inc (Common) — Sold (part) Coca-Cola Co (Common) Colgate Palmolive Co (Common) Kimberly Clark Corp (Common) Bristol Myers Squibb Co (Common) Johnson & Johnson (Common) — Sold (part) American Express Co (Common) JP Morgan Chase & Co (Common) — Buy (add'l) Wells Fargo & Co New (Common) — Buy (add'l) Intel Corp (Common) Microsoft Corp (Common) Venzon Commumications (Common) Forum Funds - Absolute Strategies Fd Inst] Cl Manning & Napier Funds - World Opptys Ser Cl A Oppenheimer Funds - Developing Mkts Insti FdC1Y PNC Finel Sves Group Ine (Common) Apple Inc (Common) Capital One Fnel Corp (Common) Intemational Business Machines Corp (Common) Wasatch Long/Short Fund-Ins (Common) — Buy BB&T Corporation (Common) — Buy Blackrock Inc Cl A (Common) — Buy ConocoPhilips (Common) — Buy Darden Restaurants Inc (Common) — Buy Williams Cos Inc. (Common) — Buy Trust #2 — Int/Div Federated Money Mkt Obligs Tr Trsy Obligs Inst] C1 #68 FFS Exxon Mobil Corp (Common) General Electric Co (Common) — Sold (part) Home Depot Inc (Common) — Sold (part) Abbott Labs (Common) JP Morgan Chase & Co (Common) Intel Corp (Common) — Sold (part) Oppenheimer Funds-Developing Mkts Instl FAY — Buy (add'l) Note Rec. (Mortgage on rental prop #1-Part VLLn 1) Wal Mart Stores Inc {Common) — Buy Wal Mart Stores Inc {Common) — Sold Pepsico Inc (Common) — Buy Google Inc Cl A (Common) — Buy Abbvie Inc (Common) — from line 156) Abbvie Inc (Common) — Sold (part) Cash - ML Bank Deposit Program General Electric (Common) Johnson and Johnson (Common) — Sold (part) Johnson and Johnson (Common) — Sold (part) Wal-Mart Stores Inc (Common) — Sold (part) Trust #4 — Int/Div General Electric (Common) Home Depot Inc (Common) Johnson and Johnson (Common) MFS Growth Allocation Fund Cl € — Sold (part) MFS Growth Allocation Fund Cl € — Sold Wal-Mart Stores Inc (Common) — Sold (part) Member of Board of Trustees, Mercer University Liability — Trust #2 — Mortgage on rental property #1, Fripp Island, SC (Part VII, line 3) Reimbursement — Medical Center of Central Georgia — 12003 - 1/132013 — Lake Oconee, GA — Conterence [NNN board member) — Gas, lodging, meals Reimbursement — Medical Center of Central Georgia — 4/3/2013 - 4/5/2013 — Hilton Head Island, SC — Conference IEEE hoard member) — Gas, lodging, meals Income — 2013 — Mercer Law School - Salary — S6.000.00) Spouse's income — 2013 — Self-employed landscape architect (dba WT Designs) Spouse's income — 2013 — Self-employed real estate professional (dba WT Development, LLC) VIL INVESTMENTS AND TRUSTS Part VII, Line 4: The value of the universal life policy in Column C(1) is the contract value as of 12/31/2013. Part VII, Lines 85 & 86: Name change - "Smith Bamey Bank Deposit Program cash account” on line 85 is now "Morgan Stanley Cash/Bank Deposit Program” on line 86. Part VII, Lines 87 & 88: Name change - "Capital Work Growth & Income Fd CI A” on line 87 is now "American Cap World Gr & Tnc A" on line 88, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13073. Public record. Not legal advice.