# Mary Geiger Lewis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5409

## Record

- **Judge:** Mary Geiger Lewis
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 25

## Text

Geiger Partnership, partnership interest with no control — Distribution
Quincunx, LLC. member of LLC (H) — Distribution
Rental office building & land, Columbia. SC
EEE partnership mteress — Distribution
BB&T Common Stock — Int/Div
Investment Rental Property, Columbia, SC — Rent
Investment Property, Georgetown, SC — None
Investment Property, Georgetown, SC — None
Investment Rental Property, Columbia, SC — Rent
Investment Rental Property, Columbia, SC — Rent
Investment Rental Property, Columbia, SC — Rent
Trust #1 (H)
Cocoa Cola Com — Int/Div
Fairpoint Communications Inc (Y)
INTL Business Machines Corp IBM — Int/Div
SPDR INDEX SHS FDS — Int/Div — Sold
VANGUARD GROWTH ETF — Int/Div
BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL — Int/Div — Buy (add'l)
FIRST EAGLE GLOBAL CLASS — Int/Div — Buy (add'l)
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div
GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Int/Div — Sold
JP MORGAN STRATEGIC INCOME OPP FUND — Int/Div — Sold
JP MORGAN STRATEGIC INCOME OPP FUND — Sold (part)
LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div
MAINSTAY MARKETFIELD FUND CL 1 — Int/Div — Sold
MAINSTAY MARKETFIELD FUND CL 1 — Sold (part)
T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div — Buy (add'l)
THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div — Buy (add'l)
UAM FPA CRESCENT PORT — Int/Div — Buy (add'l)
PHILADELPHIA PA SCH DIST LT A RF SCHGTD — Int/Div — Redeemed
STEPUP RNG ACRU ISS BAC MAX CPN 8.35% DUE 1182023 CALL — Interest
ML BANK DEPOSIT PROGRAM — Interest
ANGELOAK MLLTSTRTINCI — Int/Div — Buy (add'l)
BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST — Int/Div — Buy (add'l)
WELLS FARGO ADV ABSOLUTE RETURN FD — Int/Div — Buy (add'l)
GEB LEV STEPLP ISS BAC — None
BLACKSTONE ALT MULTISTRATEGY FUND CLASS — Int/Div — Buy
DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF — Int/Div — Buy
HIGHLAND GLOBAL ATTCINFD Y — Int/Div — Sold
HIGHLAND GLOBAL ATTCINFD Y — Buy (add'l)
HIGHLAND GLOBAL ATTCINFD Y — Buy
PIMCO FDS INCOME FD CL — Int/Div — Buy
Trust £2 (H)
ML BANK DEPOSIT PROGRAM — Interest
BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL — Int/Div
DOUBLELINE TOTAL RETURN BOND FUNDCL I — Int/Div
FAIRHOLME FUND — Int/Div — Sold
FIDELITY ADVISOR BIOTECHNOLOGY FD CL) — Int/Div
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div
GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Int/Div
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div
MATTHEWS ASIA DIVIDEND FUND INV CLASS — Int/Div — Sold (part)
MAINSTAY MARKETFIELD FUND CL 1 — Int/Div
TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div
DWS MANAGED MUNICIPAL BOND FUNDCLS — Int/Div
FIRST EAGLE GLOBAL CLASS! — Int/Div
THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div
VANGUARD GROWTH ETF — Int/Div — Buy (add'l)
WELLS FARGO ABSOLUTE RETURN FD — Int/Div
ALPS ALERIAN MLP ETF — Int/Div — Sold
ALPS ALERIAN MLP ETF — Sold (part)
DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div
FIDELITY ADV LMTD TERM MUNI INCOMECL — Int/Div — Sold
UAM FPA CRESCENT PORT — Int/Div
SSGA ACTIVE GLOBAL ALLOCATION ETF — Int/Div — Sold
GOTHAM ABS RTN FD INSTL (X) — Int/Div
POPLAR FORREST PARTNERS FUND CL — Int/Div
1 SHARES RUSSELL TOP 200 VALLE iY)
NEUBERGER BERMAN EMERG MKTS EQUITY FD INST — Int/Div — Sold
PIMCO INCOME FUNDCLP — Int/Div
1 SHARES MSC EAFE SMALL CAP — Int/Div — Buy (add'l)
TOCQUEVILLE GOLD FUND — Int/Div — Sold
DEUTSCHE GLOBAL INFRASTRUCTURE FUNDCL S — Int/Div — Sold
DEUTSCHE GLOBAL INFRASTRUCTURE FUNDCL S — Sold (part)
VANGUARD VALUE ETF — Int/Div — Buy (add'l)
WASATCH FRONTIER EMERG SML OCNTRY FD INV CL — Int/Div — Sold
WASATCH FRONTIER EMERG SML OCNTRY FD INV CL — Sold (part)
SECTOR SPDR INDUSTRIAL — None — Sold
AQR MGD FUTURES STRAT — Int/Div — Buy (add'l)
AQR MGD FUTURES STRAT — Buy
SBLCKSTONE ALTMULTSTR 1 — Int/Div — Buy
FID ADV MUNI INOCME — Int/Div — Buy
JP MORGAN GLOBAL ALLOCATION FD SELECT CL — Int/Div — Buy
HENDERSON EUROPEAN FOCUS FUND CLASS — Int/Div — Buy
IVY ASSET STRATEGY FUND CL — Int/Div — Sold
IVY ASSET STRATEGY FUND CL — Buy
KINDER MORGAN INC — Int/Div — Buy
AMEX TECHNLGY SELCT SPDR — Int/Div — Buy
Individual Retirement Account (H)
DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Buy (add'l)
UAM FPA CRESCENT PORT (Y)
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div
POPLAR FOREST PARTNERS FUND CL — Int/Div
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div
MAINSTAY MARKETFIELD FUND CL 1 — Int/Div
T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div
FIRST EAGLE GLOBAL CLASS — Int/Div
THORNBURG INVSMT INCOME BUILDER FUNDCL UY)
VANGUARD VALUE ETF — Int/Div — Buy (add'l)
VANGUARD GROWTH ETF — Int/Div
WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS (Y)
WELLS FARGO ABSOLUTE RETURN FD — Int/Div
ALPS ALERIAN MLP ETF (Y)
FIDELITY ADV BIOTECH (Y)
NB EMERG MKTS EQTY FD 1 (X) — Int/Div — Sold
OAKMARK INTL SML CAPFD — Int/Div
DEUTSCHE GLB INFRSTRCT(Y)
BLKRK CLB LNG SHRT (X) — Int/Div
DOUBLELINE TOT RTRN BD (X) — Int/Div
GOTHAM ABSOLUTE RETURN FUND INSTL CLASS (X) — Int/Div
GOLDMAN SACHS STG INC FD C(X) — Int/Div
HENDERSON EUROPEAN FOCUS FUND CLASS 1 (X) — Int/Div
MATTHEWS ASIA DIVIDEND FUND (xX) — Int/Div
PIMCO FDS INCOME (X) — Int/Div
AMEX TECHNOLOGY SELCT SPDR (X) — Int/Div
AQR MGD FUTURES STRAT 1 (X) — Int/Div
BLKSTONE ALTMLTSTR 1 — Int/Div — Buy
JP MORGAN GLOBAL ALLOCATION FD — Int/Div — Buy
Individual Retirement Account (H)
ACE LIMITED — Int/Div — Buy (add'l)
AUTOMATIC DATA PROX — Int/Div
AMERICAN WTR WKS CO INC NEW — Int/Div
AMER EXPRESS COMPANY — Int/Div — Sold
AMER EXPRESS COMPANY — Buy (add'l)
BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL — Int/Div — Buy (add'l)
CITIGROUP INC COM NEW — Int/Div
CARDINAL HEALTH INC OHIO — Int/Div
CATERPILLAR INC DEL — Int/Div — Sold
COMCAST CORPNEWCL A — Int/Div
CUMMINS INC COM — Int/Div — Sold
COSTCO WHOLESALE CRP DEL — Int/Div
CVS CAREMARK CORP — Int/Div
DOMINION RES INC NEW VA — Int/Div
DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Buy (add'l)
DOUBLELINE TOTAL RETURN BOND FUNDCL I — Int/Div
DRIEHAUS EMERGING MKTS SM CAP GROWTH FD CL NONE — None — Sold
FAIRHOLME FUND — None — Sold
FIDELITY ADVISOR BIOTECHNOLOGY FD CL] — Int/Div — Sold (part)
FIDELITY ADVISOR BIOTECHNOLOGY FD CL] — Sold (part)
FEDEXCORP DELAWARE COM — Int/Div
UAM FPA CRESCENT PORT — Int/Div
GOTHAM ABSOLUTE RETURN FUND INSTL CLASS — Int/Div — Buy (add'l)
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div — Sold (part)
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Sold (part)
GOLDMAN SACHS STRATEGIC INCOME FUNDCL 1 — Int/Div — Buy (add'l)
HOME DEPOT INC — Int/Div
HESS CORP — Int/Div — Buy (add'l)
HONEYWELL INTL INC DEL — Int/Div
HEWLETT PACKARD CO DEL — Int/Div — Sold
HEWLETT PACKARD CO DEL — Buy (add'l)
FIA CARD SVS NA RASP — Interest
POPLAR FOREST PARTNERS FUND CL) — Int/Div
IVY ASSET STRATEGY FUNDCL 1 — None — Sold
IVY ASSET STRATEGY FUNDCL 1 — Buy (add'l)
JANUS SHORT TERM BOND FUND CL 1 — Int/Div — Sold
JP MORGAN STRATEGIC INCOME OPP FUND — Int/Div — Sold
JP MORGAN STRATEGIC INCOME OPP FUND — Buy (add'l)
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div — Sold (part)
KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Buy (add'l)
LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div
MATTHEWS ASIA DIVIDEND FUND INV CLASS — Int/Div — Buy (add'l)
MAINSTAY MARKETFIELD FUND CL 1 — None — Sold
MAINSTAY MARKETFIELD FUND CL 1 — Sold (part)
MONSANTO CO NEW DEL COM — Int/Div — Sold
NEUBERGER BERMAN EMERG MARKETS EQUITY FUND INST — None — Sold
NEUBERGER BERMAN EMERG MARKETS EQUITY FUND INST — Buy (add'l)
NIKEINCCLB — Int/Div
ORACLE CORP S001 DEL — Int/Div — Buy (add'l)
PIMCO INCOME FUNDCLP — Int/Div — Buy (add'l)
TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div
FIRST EAGLE GLOBAL CLASS — Int/Div
SCHLUMBERGER LTD — Int/Div
TOCQUEVILLE GOLD FUND — None — Sold
TOCQUEVILLE GOLD FUND — Buy (add'l)
THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div
THERMO FISHER SCIENTIFIC INC — Int/Div — Buy (add'l)
UNITED TECHS CORP COM — Int/Div — Sold
VISA INC CL A SHRS — Int/Div
VALERO ENERGY CORP NEW — Int/Div — Sold
VANGUARD VALUE ETF — Int/Div — Buy (add'l)
VANGUARD VALUE ETF — Buy (add'l)
VANGUARD GROWTH ETF — None — Buy (add'l)
VANGUARD GROWTH ETF — Buy (add'l)
VERIZON COMMUNICATNS COM — Int/Div
WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — None — Sold
WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — Sold (part)
WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — Buy (add'l)
WELLS FARGO ABSOLUTE RETURN FD — Int/Div — Sold (part)
WELLS FARGO ABSOLUTE RETURN FD — Buy (add'l)
WELLS FARGO & CO NEW DEL — Int/Div — Sold
ALPS ALERIAN MLP ETF — Int/Div — Sold (part)
AMERICAN TOWER REIT INC — Int/Div
BLKRK STRINC OP PTF INST — Int/Div — Sold
DISNEY (WALT CO — Int/Div
HIGHLAND GLBL ALLCTN FD Y — Int/Div — Sold
HIGHLAND GLBL ALLCTN FD Y — Buy (add'l)
HIGHLAND GLBL ALLCTN FD Y — Buy (add'l)
HENDERSON EUROPEAN FOCUS FUND — None — Buy (add'l)
FIRST TRUST HY ETF — Int/Div — Buy (add'l)
JANUS CONTRARIAN FUND — None — Sold
JANUS CONTRARIAN FUND — Buy (add'l)
MONDELEZ INTL INC — Int/Div — Buy (add'l)
THE OAKMARK INTLSML CAP FD — Int/Div — Buy (add'l)
THE OAKMARK INTLSML CAP FD — Sold (part)
THE OAKMARK INTLSML CAP FD — Buy (add'l)
MARKET VECTORS OIL SERVICE ETF — Int/Div — Sold (part)
STJUDE MEDICAL INC — Int/Div — Sold
THIRD AVENUE FOCUSED CREDIT FD — None — Sold
DEUTSCHE GLOBAL INFRASTRUCTURE FD — Int/Div — Sold
SECTOR SPDR INDUSTRIAL ETF — None — Sold
AMEX TECHNOLOGY SELECT SPDR — Int/Div — Buy (add'l)
AMEX TECHNOLOGY SELECT SPDR — Buy (add'l)
AQR MGD FUTURES STRAT 1 — Int/Div — Buy (add'l)
AQR MGD FUTURES STRAT 1 — Buy
BLACKROCK INC — Int/Div — Buy
BLACKSTONE ALT MULTI STRATEGY FUND CLASS — Int/Div — Buy
CITIZENS FINAL GROUP INC — None — Buy
DANAHER CORP — Int/Div — Buy
DEVON ENERGY CORP — Int/Div — Buy
ECOLAB INC — Int/Div — Buy
JP MORGAN GLOBAL ALLOCATION FD — None — Buy
HEWLETT PACKARD ENTERPRISE CO — None — Sold
HEWLETT PACKARD ENTERPRISE CO — from line 151)
KINDER MORGAN INC — Int/Div — Buy (add'l)
KINDER MORGAN INC — Buy
JLOCKHEED MARTIN COPR — Int/Div — Buy
MEDTRONIC PLC — Int/Div — Buy
TRUST #1 (H)
ML BANK DEPOSIT PROGRAM — Int/Div
ACE LIMITED — Int/Div — Buy (add'l)
AUTOMATIC DATA PROX — Int/Div
AMERICAN WTR WKS CO INC NEW — Int/Div — put)
AMER EXPRESS COMPANY — Int/Div — Sold
CITIGROUP INC COM NEW — Int/Div
CARDINAL HEALTH INC OHIO — Int/Div — Sold (part)
CATERPILLAR INC DEL — Int/Div — Sold
CATERPILLAR INC DEL — Buy (add'l)
COMCAST CORPNEW CL A — Int/Div
COSTCO WHOLESALE CRP DEL — Int/Div
CVS CAREMARK CORP — Int/Div — Sold (part)
DOMINION RES INC NEW VA — Int/Div
FEDEX CORP DELAWARE COM — Int/Div — Sold (part)
HOME DEPOT INC — Int/Div — Sold (part)
HESS CORP — Int/Div — Sold (part)
HESS CORP — Buy (add'l)
HONEYWELL INTL INC DEL — Int/Div — Sold (part)
MONSANTO CO NEW DEL COM — Int/Div — Sold
MONSANTO CO NEW DEL COM — Buy (add'l)
NIKEINCCLB — Int/Div — Sold (part)
ORACLE CORP S001 DEL — Int/Div
SCHLUMBERGER LTD — Int/Div — Buy (add'l)
THERMO FISHER SCIENTIFIC INC — Int/Div — Sold (part)
UNITED TECHS CORP COM — Int/Div — Sold
VISA INCCL A SHRS — Int/Div — Sold (part)
VALERO ENERGY CORP NEW — Int/Div — Sold
WELLS FARGO & CO NEW DEL — Int/Div
AMERICAN TOWER REIT INC — Int/Div
CUMMINS INC — Int/Div — Sold
CUMMINS INC — Sold (part)
CUMMINS INC — Buy (add'l)
DISNEY (WALTHCO — Int/Div — Sold (part)
HEWLETT PACKARD CO — Int/Div — Sold
HEWLETT PACKARD CO — Sold (part)
HEWLETT PACKARD CO — Buy (add'l)
HEWLETT PACKARD CO — Buy (add'l)
MONDELEZ INTERNATIONAL INC — Int/Div — Sold (part)
ST IJUDE MEDICAL INC — Int/Div — Sold
VERIZON COMMUNICATIONS COM — Int/Div
BLACKROACK INC — Int/Div — Buy (add'l)
BLACKROACK INC — Buy
CITIZENS FINL GROUP INC SHS — None — Buy (add'l)
CITIZENS FINL GROUP INC SHS — Buy
DANAHER COPR DEL COM — Int/Div — Buy
DEVON ENERGY CORP — Int/Div — Buy (add'l)
DEVON ENERGY CORP — Buy
ECOLAB INC — Int/Div — Buy
HEWLETT PACKARD ENTERPRISE CO — None — Sold
HEWLETT PACKARD ENTERPRISE CO — from line 265)
JLOCKHEED MARTIN CORP — Int/Div — Buy
MEDTRONIC PLC — Int/Div — Buy
MICROSOFT CORP — None — Buy
BROKERAGE ACCOUNTS (H)
ML BANK DEPOSIT PROGRAM — Int/Div
ML BANK DEPOSIT PROGRAM — Int/Div
DAVIS NY VENTURE FD CL A — Int/Div
FIRST EAGLE GLOBAL CLASS C — Int/Div
GOLDMAN SACHS RISING DIVIDEND GROWTHFDCLC — Int/Div
THORNBURG INCOME BUILDER FUND CLASS C — Int/Div
ML BANK DEPOSIT PROGRAM — Int/Div
BLACKROCK GLOBAL ALLOCATION FDINCCO — Int/Div
ML BANK DEPOSIT PROGRAM (X) — Int/Div
CD CAPITAL ONE BANK (X) — Int/Div — Redeemed
CD GOLDMAN SACHS BK (X) — Int/Div
ANGEL OAK MULTI STRATEGY INC FD — Int/Div — Buy (add'l)
BLKRK GLBL LNG/SHRT CREDIT FD — Int/Div
FIDELITY ADVISOR BIOTECH FD — Int/Div
UAM FPA CRESCENT — Int/Div
GOTHAM ABSOLUTE RETURN FD (Y)
GENERAL ELEC CAP CORP BOND (X) — Interest
GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div
HENDERSON EUROPEAN FOCUS FD — None
HARDING LOEVNER EMERG MKT PT FD — None — Sold
POPLAR FOREST PARTNERS FD — Int/Div
LOOMIS SAYLES SR FLT RTE & FIXD INC FD — Int/Div
MATTHEWS ASIA DIVIDEND FUND — Int/Div
MAINSTAY MARKET FIELD FD — None — Sold
MARKET VECTORS OIL SVCS ETF — Int/Div
PIMCO INCOME FD — Int/Div — Buy (add'l)
FIRST EAGLE GLOBAL — Int/Div
THORNBURG INVSTMT INCOME BUILDER FD — Int/Div
TEMPELTON GLOBAL TOTAL RETURN FD — Int/Div — Sold
VANGUARD VALUE ETF — Int/Div
VANGUARD GROWTH ETF — Int/Div
WALMART CORP BOND (X) — Interest
AMEX TECHNOLOGY SELECT SPDR — Int/Div
BLKRK STRINC OP PTF INST — Int/Div — Buy (add'l)
BLKRK STRINC OP PTF INST — Buy
BLKSTONE ALTMLTSTR 1 — Int/Div — Buy
DEUTSCHE X-TRACKERS MSC EAFE HEDGED EQUITY ETF — Int/Div — Buy
AQR STYLE PREMIA ALTERNATIVE FUNDCL — None — Buy
Investors Title common stock — Int/Div
FutureScholur529ColgeSvesPlinColumbiaCo Age Track (H) (Y) — CX
Wells Fargo Bank Deposit Sweep (H) — None
Member
Agreement — 2013 — Agreement with L&B Holding, LLC. See VIII on the 2012 Financial Disclosure Report for terms
Agreement — 2013 — Participant in the IE #01 (K) Plan
Liability — Bank of America (Merrill lynch (Wealth Management) — Line of Credit
Liability — American Express — Credit Card
Spouse's income — 2015 — IN - 'ncome denved from practice of law
Spouse's income — 2015 — I - fncome derived from practice of law

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5409. Public record. Not legal advice.