# Christopher H. Steger > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9332 ## Record - **Judge:** Christopher H. Steger - **Year:** 2016 - **Report type:** Annual - **Pages:** 17 ## Text Suntrust Bank various accounts — Interest Campbell Family Investments, LLC — Int/Div Genworth Life & Annuity Insurance Company Inherited Annuity (fixed) — istnibution The Coca-Cola Co. 401(k) (common trust fund) (not self-directed) — None — Distributed Northwestern Whole Life Policies — Int/Div Rental Property, Nashville, TN (2015 $267,000) — None TRUST #1 (H) American Airlines Group, Inc — None — Sold AQR Managed Futures Strategy HV Mutual Fund — None — Sold BAC Capital Trust XIV — Interest — Buy BAC Capital Trust XIV — Buy (add'l) BAC Capital Trust XIV — Sold BB&T Corporation {formerly National Penn Bancshares, Inc.) — Int/Div — Sold Center Coast MLP and Infrastructure Mutual Fund — None — Sold Central Valley Fresno School District Calif Municipal Bond — Interest — Sold Charles Schwab Deposit Accounts (X) — Interest Chattanooga Tennessee Muni Bonds — Interest — Sold Chicago Illinois Housing Authority Municipal Bond — Interest — Sold Cole Credit Property Trust REIT — Int/Div El Paso Texas Municipal Bond — None — Buy El Paso Texas Municipal Bond — Sold Finney Cnty Kansas School District Muni Bond — Interest — Sold First Niagara Financial Group, In — None — Sold Florida State Dept Municipal Bond — Interest — Sold General Electric — None — Buy General Electric — Sold Jensen Quality Growth Mutual Fund — Int/Div — Sold JPMorgan Chase Capital XXIII — None — Buy JPMorgan Chase Capital XXIII — Sold Kindred School District California Municipal Bond — Interest — Sold Lincoln National — None — Buy Lincoln National — Sold Matthews Asia Dividend Mutual Fund (X) — None — Sold Mellon Capital IV — Interest — Buy Mellon Capital IV — Buy (add'l) Mellon Capital IV — Sold Nestle SA — None — Sold N Texas Tollway Authority Municipal Bond — Interest — Sold Phillips Edison Grocery Center REIT 1 — Int/Div Schwab Short-Term US Treasury ETF — Int/Div — Sold Schwab US Dividend Equity ETF — None — Sold Select Income REIT — Int/Div — Sold Small Business Administration — None — Buy Small Business Administration — Sold Southern Company — Int/Div — Sold SPDR Gold Shares ETF — None — Buy SPDR Gold Shares ETF — Sold State Street Capital Trust — None — Buy State Street Capital Trust — Sold USB Capital IX — Interest — Buy USB Capital IX — Sold Vanguard Market Neutral Inv Fund — None — Buy Vanguard Market Neutral Inv Fund — Sold Verizon Communications — Int/Div — Buy (add'l) Verizon Communications — Sold TRUST £2 (H) AQR Managed Futures Strategy HV Mutual Fund — None — Sold Schwab Govt Money Market Fund — None — Sold Matthews Asia Dividend Mutual Fund — None — Sold Schwab Short-Term US Treasury ETF — None — Sold BROKERAGE #1 (H) Amencan Airlines Group, Inc. (X) — None — Sold Atlas Pipeline Partners, LP. (Y) BAC Capital Trust XIV — Interest — Buy BAC Capital Trust XIV — Buy (add'l) BAC Capital Trust XIV — Sold Blackrock Debt Strategies Mutual Fund iY) Blackrock Floating Rate Income Mutual Fund (Y) Charles Schwab Deposit Accounts (X) — Interest Crestwood Midstream Partners, LP. (Y) Eaton Vance Floating Rate Income Plus Mutual Fund (Y) General Electric — Interest — Buy General Electric — Sold Indiana Municipal Power Supply Municipal Bond — Sold Jacksonville Electric Authority FL Municipal Bond (Y) Kayne Anderson Midstream Energy Mutual Fund (Y) Kentucky State Certificates Municipal Bond — Interest — Sold Matthews Asia Dividend Mutual Fund (Y) Mellon Capital IV — Interest — Buy Mellon Capital IV — Sold Metro Nashville Airport Authority Municipal Bond — None — Sold New York City Municipal Water Municipal Bond — Interest North Texas Tollway Authority Municipal Bond — Interest — Sold Northstar Realty Finance Corp. REIT (Y) Nuveen Credit Strategies Income Mutual Fund (Y) Schwab Govt Money Market Fund — None — Buy (add'l) Schwab Govt Money Market Fund — Sold Schwab Short-Term US Treasury ETF — None — Sold SPDR Gold Shares ETF — None — Buy SPDR Gold Shares ETF — Sold SunTrust Preferred Capital — Interest — Buy SunTrust Preferred Capital — Sold Tortoise Energy Independence Mutual Fund (Y) Tortoise Energy Infrastructure Mutual Fund (Y) Tortoise Power and Energy Infra Mutual Fund (Y) USB Capital 1X — None — Buy USB Capital 1X — Sold Vanguard Market Neutral Inv Fund — None — Buy Vanguard Market Neutral Inv Fund — Sold Verizon Communications — None — Buy Verizon Communications — Sold BROKERAGE #2 (H) Arbitrage Mutual Fund — Int/Div Calamos Market Neutral Income Mutual Fund — Int/Div Charles Schwab Deposit Accounts — Interest Gateway Mutual Fund — Int/Div Merger Mutual Fund Institutional Class — Int/Div Vanguard Ltd-Term Tax-Exempt Bond Fund — Int/Div Vanguard Mid-Cap Index Mutual Fund — Int/Div — Buy Vanguard Mid-Cap Index Mutual Fund — Buy (add'l) Vanguard Mid-Cap Index Mutual Fund — Buy (add'l) Vanguard Mid-Cap Index Mutual Fund — Buy (add'l) Vanguard Small-Cap Index Mutual Fund — Int/Div — Buy Vanguard Small-Cap Index Mutual Fund — Buy (add'l) Vanguard Small-Cap Index Mutual Fund — Buy (add'l) Vanguard Small-Cap Index Mutual Fund — Buy (add'l) Vanguard Total Intl Stock Index Mutual Fund — Int/Div — Buy (add'l) Vanguard Total Intl Stock Index Mutual Fund — Buy (add'l) Vanguard Total Intl Stock Index Mutual Fund — Buy (add'l) Vanguard Total Intl Stock Index Mutual Fund — Buy (add'l) Vanguard Total Stock Market Index Mutual Fund — Int/Div — Buy (add'l) Vanguard Total Stock Market Index Mutual Fund — Buy (add'l) Vanguard Total Stock Market Index Mutual Fund — Buy (add'l) Vanguard Total Stock Market Index Mutual Fund — Buy (add'l) BROKERAGE 23 (H) American Airlines Group, Inc. (X) — None — Sold AQR Managed Futures Strategy HV Mutual Fund — None — Sold Charles Schwab Deposit Accounts — Interest BAC Capital Trust XIV — Interest — Buy BAC Capital Trust XIV — Buy (add'l) BAC Capital Trust XIV — Sold BB&T (formerly National Penn Bancshares, Inc.) — Int/Div — Sold Chattanooga Tennessee Municipal Bonds — Interest — Sold Clearbridge Energy MLP Opport Mutual Fund (Y) General Electric — Interest — Buy General Electric — Sold Indiana Municipal Power Supply Municipal Bond — Interest — Sold Indiana Municipal Power Supply Municipal Bond — Buy Indiana Municipal Power Supply Municipal Bond — Sold Jacksonville Electric Authority FL Municipal Bond — Interest — Sold Matthews Asia Dividend Mutual Fund — None — Sold Matthews Asian Growth and Income Mutual Fund (Y) Mellon Capital IV — Interest — Buy Mellon Capital IV — Sold New York City Municipal Water Municipal Bond — Interest North Texas Tollway Authority Municipal Bond — Interest — Sold Schwab Short-Term US Treasury ETF — Int/Div — Sold Schwab US Dividend Equity ETF — None — Sold Select Income REIT — Int/Div — Sold Southern Company — Int/Div — Buy (add'l) Southern Company — Sold SPDR Gold Shares ETF — None — Buy SPDR Gold Shares ETF — Sold Spectra Energy Corporation (Y) SunTrust Preferred Capital — Interest — Buy SunTrust Preferred Capital — Sold Tortoise Pipeline and Energy Mutual Fund Y) USB Capital 1X — Interest — Buy USB Capital 1X — Sold Vanguard Market Neutral Inv Fund — None — Buy Vanguard Market Neutral Inv Fund — Sold Verizon Communications — None — Buy Verizon Communications — Sold BROKERAGE #4 (H) Charles Schwab Deposit Accounts (X) — Interest Fidelity Government Cash Reserves (Y) Ishares Core US Aggregate Bond ETF — None — Sold Ishares MSC Frontier 100 ETF — None — Sold Ishares TIPS Bond ETF — None — Sold LIM Preservation and Growth Mutual Fund — None — Sold Oppenheimer Steelpath MLP Alpha ¥ Mutual Fund — None — Sold Powershares ETF Trust II — None — Sold Powershares QQQ Trust — None — Sold SPDR Barclays High Yield Bond ETF — None — Sold Vanguard FI1SE Developed Markets ETF — Int/Div — Buy (add'l) Vanguard FTSE Emerging Markets ETF — None — Sold Vanguard Growth ETF — None — Sold Vanguard Mid-Cap ETF — Int/Div — Buy (add'l) Vanguard S&P S00 ETF — Int/Div — Buy Vanguard S&P S00 ETF — Buy (add'l) Vanguard Small-Cap ETF — Int/Div — Buy Vanguard Value ETF — None — Sold BROKERAGE #5 (H) Fidelity Government Cash Reserves (Y) Ishares Core US Aggregate Bond E11 — None — Sold Ishares MSC Frontier 100 ETF — None — Sold Ishares TIPS Bond ETF — None — Sold LIM Preservation and Growth Mutual Fund — None — Sold Oppenheimer Steelpath MLP Alpha Y Mutual Fund — None — Sold Powershares ETF Trust 11 — None — Sold Powershares QQQ Trust — None — Sold SPDR Barclays High Yield Bond ETF — None — Sold Vanguard FTSE Developed Markets ETF na Vanguard FTSE Emerging Markets ETF — None — Sold Vanguard Growth ETF — None — Sold Vanguard Mid-Cap ETF (Y) Vanguard Value ETF — None — Sold Agreement — 2015 — The Coca-Cola Company Defined Benefit Pension Plan with former employer, no control Income — 2016 — The Coca-Cola Company - deferred compensation — $443,592.00 1) Part VIL, Lines 63 - Asset was sold in 2015. The 2015 income from the asset was reportable on the initial report. The completion of Subpart D “Transactions” wats not required. 2) Part VII, Line 67-68 - Asset was sold in 2015. The 2015 income from the asset was reportable on the initial report, The completion of Subpart D "Transactions was not required, 3) Part VII, Line 70-71 - Asset wus sold in 2015. The 2015 income from the asset was reportable on the initial report. The completion of Subpart D “Transactions” was not required. 4) Part VII, Line 75-76 - Asset was sold in 2015. The 2015 income from the asset was reportable on the initial report. The completion of Subpart D "Transactions was not required. 5) Part VII, Line 78 - Asset was sold in 2015, The 2015 income from the asset was reportable on the initial report. The completion of Subpart D Transactions” was not required. 6) Part VII, Line 84-85 - Asset was sold in 2015. The 2015 mcome from the asset was reportable on the initial report. The completion of Subpart D " Transactions” was not required. 7) Part VII, Line 93-95 - Asset was sold in 2015. The 2015 income from the asset was reportable on the initial report, The completion of Subpart D "Transactions was not required, 8) Part VII, Line 134 - Asset was sold in 2015. The 2015 income from the asset was reportable on the initial report. The completion of Subpart D “Transactions” was not required. 9) Part VIL, Line 142 - Asset was sold in 2015. The 2015 income from the asset was reportable on the initial report. The completion of Subpart D "Transactions" was not required. 10) Part VII, Line 154 - Asset was sold in 2015, The 2015 income from the asset was reportable on the initial report. The completion of Subpart D "Transactions" was not required. 11) Part VII, Line 157 - Asset was sold in 2015. The 2015 income from the asset was reportable on the mitial report. The completion of Subpart D "Transactions" was not required. 12) Part VII, Line! 93 - Transferred to Brokerage #4, 13) Part VII, Line 196 - Transferred to Brokerage #4, 14) Part VII, Line 4 - Rollover to Brokerage #4. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9332. Public record. Not legal advice.