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Judicial Watch • Mary G. Lewis – 2012

Mary G. Lewis – 2012

Mary G. Lewis – 2012

Page 1: Mary G. Lewis – 2012

Category:Federal Judges

Number of Pages:34

Date Created:January 3, 2014

Date Uploaded to the Library:July 08, 2014

Tags:Mary G Lewis, Assessment, Estate, 2012, Gross, Market, assets, INVESTMENTS, transactions, TRUSTS, Codes, reporting, Federal Judge, income, Judge


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Government Act 1978 Rev. FOR CALENDAR YEAR 2012 u.s.c. app. 101-111) Person Reporting (last name, first, middle initial) Lewis, Mary Court Organization United States District Court, South Carolina Date Report 05/01/2013 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) United States District Judge -Active Status  Sa. Report Type (check appropriate type) Nomination Date Initial [Z] Annual Sb. Amended Report Final Reporting Period 01/01/2012 12/3 1/2012 Chambers Office Address Magnolia Street Spartanburg, South Carolina 29306 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. POSJTJ ONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY  Trustee  Trust  Partner  Lewis, Babcock Griffin, LLP f/k/a Lewis Babcock, LLP  Member  Quincunx, LLC  Trustee  Trust  Member  LB Holdings, LLC  

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

PARTIES AND TERMS  Withdrawal agreement from Lewis, Babcock Griffin, LLP (f/k/a Lewis Babcock, LLP) entered June 20, 12.  
See Part VIII for terms. 2012  Agreement with LB Holding, LLC. See Part VIII for terms. 2012  Participant the Lewis, Babcock Griffin, LLP (k) Plan.  

Ill. 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 Lewis, Babcock Griffin, LLP -Income derived from practice law $82,275.00 
prior investiture; not subject 15% rule. 

2.2012 LB Holdings, LLC -Income derived from practice law prior $32,260.00 investiture; not subject rule. Spouse's Non-Investment Income -I/you were married during any portion oftlte reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE Lewis, Babcock Griffin, LLP -Income derived from practice law LB Holdings, LLC -Income derived from practice oflaw 
IV. REIMBURSEMENTS -transportation, lodging,food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[{] NONE (No reportable reimbursements.) GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VJ. LIABILITIES, (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE  Bank America (Merrill Lynch Wealth Management)  Line Credit 
American Express Credit Card 

VII. INVESTMENTS and TRUSTS -income, 1at11e, transactions r1nc/lldes those spouse and dependent ct1ildren; 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) 
(4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain entity  
exempt from prior disclosure  Code  div., rent,  Code2  Method  buy, sell,  mm/dd/yy  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H) private  

transaction) come Gain Codes: =$1.000 less =$1.001 -$2,500 =$2.501  $5.000 =$5,001 -$15,000 =$15.001 -$50,000  
(See Colu mns and 04) =$50.001  $!00.000 =$100.001 -$1 .000.000 =$1 .000,001 -$5,000,000  112 =More than $5,000.000 Value Codes =$1 5,000 less =$15.001 -$50.000 =$50.001 -$100.000 =$1 00.001 -$250.000  
(See Colu mns and 03) =$250,00I $500.000 =$500,001 -$1 .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 =App raisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Colu C2) =Book Value  V=Other =Esti mated  

VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes 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 dming reporting period 

(including trust assets) reporting period reporting period 
(2) (!) (2) (!) 
(3) (4) (5) 
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)  (ifprivate  
(Q-W)  transaction) Income Gain Codes: =$1 .000 less =$1,001 -$2.500 =$2,501 -$5.000  D=$5.00l 5.000 15.00 -$50,000  
(Sec Columns and 04) =$50.001 -$1 00.000 =$1 00,001 -$1.000.000 =$1 .000,001 -$5,000.000  112 ore than $5.000.000 Value Codes =$1 5.000 less  K=$15.001 -$50.000 =$50.00 -$I 00,000 =$1 00.00 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000 =$500,00 -$1 .000,000 =$1,000.001 -$5,000.000 =$5.000.001 -$25.000.000  
1'3 =$25.000.00 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost eal Estate Only) =Assessment ash Market  
(Sec Column C2) =Book Value  V=Othcr =Esti mated  

VII. INVESTMENTS and TRUSTS --income, va111e, transactions r1nc111des those spouse and dependent children; see PP 34-60 ins1r11ctions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(!) 
(2) (2) (I) (3) (4) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/y Code Code buyer/seller Income Gain Code =$1 ,000 less =$1,001 -$2.500 =$2,501 -$5.000  0=$5,001 -$15,000 15,001 -$50,000  
(Sec Colum and 04)  F=$50,00I -$100,000 =$1 00,00 -$1 .000.000  111 =$1 .000,001 -$5,000.000 =More than $5,000,000 Value Code =$1 5,000 less =$1 5,001 -$50.000 =$50,001 -$1 00.000 =$100.00 -$250,000  
(Sec Columns and 03) =$250.00 -$500,000 =$500,00 -$1 ,000.000 =$1 ,000.001 -$5,000.000  1'2 =$5.000.001 -$25,000.000 =$25.000,001 -$50.000,000  1'4 =More than $50.000,000 Value Method Code =Appraisal =Cost (Real Estate Only) =Assessment =Cash Marke  
(Sec Colum C2) =Book Value =Othe =Estim ate  

VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc111des 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) 
Place "(X)" after each asset 
Amount 
(2) (I) (2) (3) 
Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code exempt from prior disclosure 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 (Q-W) transaction) 
52. -Waste Managemnt, Inc. Common Stock (Z)  
53. -XCEL Energy, Common Stock  Sold (part)  2/8/12  
54. -ASG Diversifying Strategies, Common Stock  Buy (add'!)  216112  
55.  Buy (add'!)  4/12/12  
56.  Sold (part)  5191  
57.  Sold (part)  8/24/12  
58.  Sold  10/18/12  
59. -Blackrock Global Allocation mutual fund  Buy (add'!)  216112  
60.  Buy (add'!)  4/12/12  
61.  Buy (add'!)  519112  
62.  Sold (part)  519112  
63.  Sold (part)  8/24/12  
64.  Sold (part)  J0/18/12  
65. -Davis Venture, Common Stock (Z)  
66. -Fairhome Fund mutual fund  Buy (add'!)  1125112  
67.  Buy (add'!)  216112  
68.  Sold (part)  3/22/ Income Gain Codes: =$1 .000 less ,001 -$2.500 =$2,501 -$5,000 =$5,001 -$15.000 5.00 -$50,000  
(Sec Columns and 04) =$50.00 100.000 =$100.00 1.000.000  fl! =$1 .000,001 -$5.000,000 =More than $5,000.000 Value Codes =$1 5.000 less =$1 5,001 -$50.000 =$50,001 -$1 00,000 =$10 0.00 -$250.000  
(See Columns and 03) =$250.00 -$500.000 =$500,00 -$1 .000,000 =$1.000,001 -$5,000,000  1'2 =$5,000.001 -$25,000.000 =$25.000.001 -$50,000.000  1'4 =More than $50.000.000 Value Method Code =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes tltose spouse and dependent children; see PP 34-60 

instmctions.) 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) (2) (3) (4) (5) 
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/dcl/yy Code Code buyer/seller (A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) Income Gain Codes: =$1 .000 less =$1,00 -$2,500 =$2,501 -$5.000 0=$5,001 -$15.000 15.001 -$50.000 
(Sec Columns and 04) =$50,001 -$100,000 I00,00 -$1,000.000 =$1.000,001 -$5.000,000 112 =More than $5.000.000 
Value Codes =$1 5.000 less =$15,001  $50,000 =$50,001 -$100.000 =$100.001 -$250.000 

(Sec Colmnns and D3) =$250,001 -$500.000 0=$500,001 1,000.000 =$1 ,000.001 -$5,000.000 1'2 =$5,000.001 -$25,000.000 
1'3 =$25.000.001 -$50.000.000 =More than $50.000.000 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (Sec Colu C2) V=Other =Book Valu =Estimated 

VII. INVESTMENTS and TRUSTS --income, va111e, transactions r1nc111des tllose spouse and dependent c11ildren; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

Income during Gross value end Transactions during reporting period reporting period reporting period 
(2) (2) (I) (2) (3) (4) 

Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
Code  div. rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  (J-P)  (A-H)  (ifprivate  
(Q-W)  transaction) Jncomc Gain Codes: 41.000 less 41,001 -$2,500 =$2,501 -$5.000 0=$5.001-$15.000 =$15,001 -$50,000 (See Columns and 04) =$50,001 -$100,000 =$100.001 -$1,000.000 =$1.000.001 -$5.000.000 112 =More than $5.000.000 
Value Codes =$15,000 less =$15,001 -$50.000 =$50,00 -$I 00.000 =$!00.001 -$250.000 

(Sec Columns and 03) =$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 Estat Only) =Assessment =Cash Market (Sec Column C2) V=Othcr =Book Value =Estimated 

VII. INVESTMENTS and TRUSTS --income, value, transactions (lnc/11des those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Descriplion Assels  Income during  Gross value end  
(including trust assels)  reporting period  ofreporling period  

Transactions during reporling period 
(1) 
(I) 
(I) 
(3) (4) (5) 
Place "(X)" after each asset  Amounl  Type (e.g.,  Value  Value  Type (e.g.,  Dale  Value  Gain  Identity  
exept from prior disclosure  Code  div., rent,  Code2  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemplion)  (J-P)  (A-H)  (if private  

lransaclion) 
103.  -Doubleline Core Fixed Income mutual fund (ZZ)  Sold (part)  1/18/12  
104.  Buy (add'!)  2/6/12  
105.  Sold (part)  8/24/12  
106.  -Doubleline Total Return Bond mutual fund  Buy  1/18/12  
107.  Buy (add'!)  2/6/12  
108.  Sold (part)  8/24/12  
109.  -DuPont E.I. Nemours common  Buy  10/24/12  
110.  -Eaton Corp PLC common  Buy  9114112  
111.  -Federated Prudent Bear fund (ZZ)  Buy (add'!)  216112  
112.  Buy (add'!)  4/12/12  
113.  Buy (add'!)  8/24/12  
114.  Sold  10/18/12  
115.  -General Electric common  Buy  10/10/12  
116.  Buy (add'!)  12/19/12  
117.  -Glaxo Smith Kline PLC common (ZZ)  Buy (add'!)  2/8/12  
118.  Sold  12/19/12  
119.  -Goldman Sachs Rising Div Growth mutual fund  Buy  11/16/12 Income Gain Codes: =$1.000 less =$1.001 -$2,500 =$2.501 -$5,000  0=$5,001 -$1 5,000  E=$ 5,00l -$50.000  
(Sec Colu mns and 04) =$50.001 -$1 00.000 =$1 00,001 -$1 ,000.000  Ill =$1 .000.001 -$5.000,000 =More than $5,000,000 Value des =$1 5.000 less  K=$15,001 -$50.000 =$50.00 -$1 00.000 =$100,00 -$250,000  
(Sec Colu mns and 03) =$250.00 -$500.000 =$500.00 -$1 .000.000 =$1.000.00 -$5,000.000  1'2 =$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) =Assessmen =Cash Market  
(Sec Column C2) =Book Value  V=Other =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc111des those ofspo11se and dependent children; see pp. 34-60 offiling instructions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(1) 
(2) 
(3) 
(4) (5) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) Income Gain Codes: =$1 .000 less =$1,00 -$2,500 =$2.501 -$5.000 =$5,001 -$15.000  E=$ 15.00I -$50,000  
(Sec Columns and 04) =$50,001 -$100.000 =$!00.00 -$1 ,000.000 Value Codes =$15.000 less =$15.001 -$50.000  
(Sec Columns and 03) =$250.001 -$500.000 =$500,00 -$1,000.000 =$1 ,000,001 -$5,000.000  1'2 =$5.000.001 -$25.000.000  
1'3 =$25.000.00 -$50.000.000 =More than $50.000.000 Valu Method Codes =App raisal ost eal Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Valu  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS --income, va1ue, transactions r1nc111des those spouse ant1 t1epent1ent c11Ht1ren; see PP 14-60 filing ins1r11c1ions.J 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) (2) (I) (2) 
(3) (4) (5) 
Plce "(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)  (ifprivate  
(Q-W)  transaction) Income Gain Codes: =$1.000 less =$1 ,001 -$2.500 =$2.501 -$5.000  D=$5,00 -$1 5.000 15.001 -$50,000  
(Sec Columns and D4) =$50.00 -$I 00.000 =$1 00,001 -$1 .000.000 =$1 .000.001 -$5,000.000  112 =More than $5.000.000 Value Codes =$1 5,000 less =$1 5,001 -$50.000 =$50.001 -$100.000 =$1 00.001 -$250.000  
(See Colu mns and D3) =$250,00 -$500.000 =$500,001 -$1 .000.000 =$1 ,000.001 -$5,000.000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000.000 =More than $50.000.000 Valu Method Codes =Ap praisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc111des those spouse and dependent children; see PP 34-60 offilinc 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) (5) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity Income Gain Codes: .000 less =$1.001 -$2,500 =$2,501 -$5.000 0=$5,001-$15.000 =$15,001 -$50.000 (Sec Columns and 04) =$50,00 -$I 00.000 =$100.001 -$1.000.000 =$1 .000.001 -$5.000.000 
=More than $5,000.000 
Value Codes =$15.000 less =$15,001 -$50.000 =$100.001 -$250.000 

(Sec Columns and 03) =$250,001 -$500.000 =$500,001  ,000.000 =$1 .000,001 -$5,000,000 =$5.000.001  $25,000.000 =$25.000.00  $50.000.000 ore than $50.000.000 
Value Method Codes =App raisal =Cost (Real Estate Only) =Assessment =Cash Market (Sec Column C2) V=Othcr =Book Valu =Estimated 

VII. INVESTMENTS and TRUSTS --income, value, transactions (/nc/11des those spo11se 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 tmst assets)  reporting period  ofreporling period  

(2) (I) (2) (I) (2) (4) (5) 
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  
(Q-W)  transaction) Income Gain Codes: =$1 ,000 less =$1,001 -$2.500 =$2,501 -$5,000  0=$5.001 -$15.000 =$15,001 -$50.000  
(Sec Colu mns and D4) =$50,001 -$1 00,000 =$100.001 -$1 ,000,000 =$1 ,000.00 -$5.000,000 =More than $5.000.000 Value Codes =$1 5,000 less =$1 5,001 -$50.000 =$50,001 -$1 00.000 =$100,001 -$250.000  
(Sec Colu mns and D3) =$250,00 -$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) =Assessmen =Cash Market  
(Sec Colu C2) =Book Valu =Other =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes 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) (2) (I) (2) (4) (5) 
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)  (ifprivate  
(Q-W)  transaction)  

188.  -!SHARES Barclays 7-10 Treasury Bond Fund (Z)  
189.  -!SHARES Barclays Intermediate Credit Bond Fund (Z)  
190.  -!SHARES Barclays MBS Bond Fund MBB (Z)  
191.  -!SHARES !BOXX INV Grade Corp Bond Fund LQD (Z)  
192.  -!SHARES MSC! Chile Investable Market Index ECH (Z)  
193.  -!SHARES MSC! EAFE Index Fund (Z)  
194.  -!SHARES MSC! Japan ETF Index Fund EWJ (Z)  
195.  -!SHARES MSC! Malaysia Index WEBS Index EWM (Z)  
196.  -!SHARES MSC! Singapore Index Fund EWS (Z)  
197.  -!SHARES -Russell 2000 Index IJH (Z)  
198.  -!SHARES SP Midcap 400 index (Z)  
199.  -!SHARES SP Smallcap 600 Index (Z)  
200.  -K.BW Insurance ETF KIE (Z)  
201.  -Powershares Commodity Index (Z) Tracking Fund DBC  
202.  -Powershares Dynamic MKT Networking (Z) Portfolio PXQ  
203.  -Rydex SP Equal Weight Healthcare RVH (Z)  
204.  -Rydex SP Equal Weight Technology RYT (Z) Income Gain Cod es: LOOO less =$1.001 -$2.500 =$2.501 -$5.000 =$5,001 -$1 5.000 =$15,001 -$50,000  
(Sec Columns and D4)  F=$50.00l -$100.000 =$100.001 -$1 .000.000  Ill =$1 .000.001 -$5.000.000 =More than $5.000,000 Value Codes =$1 5.000 less =$1 5,001 -$50,000 =$50.00 00.000 =$1 00.001 -$250.000  
(See Columns and D3) =$250.00 -$500.000 =$500,001 -$1 .000.000 =$1 .000.00 -$5,000.000  1'2 =$5.000.001 -$25.000.000  
1'3 =$25.000.00 -$50.000.000 ore than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions (/nc/11des those spouse and dependent children; see PP 34-60 ofjiling instmctions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(2) (I) (2) (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 Code2 (J-P)  Gain Code (A-H)  Identity buyer/seller (ifprivate transaction)  
205.  -Select Sector SPDR Consumer Discretionary (Z)  

206. 
-Select Sector SPDR Materials XLB (Z) 

207. 
-Select Sector SPDR SP Semiconductor 

(Z) 

208. 
-Select Sector SPDR Consumer Staples 

(Z) 

209. 
-Select Sector SPDR Utilities Select Sector (Z) XLU 

210. 
-SPDR Barclays CAP High Yield Bond ETF (Z) JNK 

211. 
-SPDR Pharmaceuticals XPH (Z) 

212. 
-SPDR SP 500 Trust SPY (Z) 

213. 
-Vanguard Europe Pacific VEA (Z) -Vanguard Information Technology ETF VGT (Z) 
215. 
-Vanguard REIT ETF VNQ (Z) 

216. 
-Vanguard Telecommunications (Z) Services ETF VOX 

217. 
-Vanguard Emerging Markets ETF VWO 

(Z) 

218. 
-!SHARES SP Preferred Stock PFF 

219. 
-Abbott Labs common 

220. 
-Altria Group, Inc. common  -ATT, Inc. common Income Gain Codes: =$1,000 less =$1 ,00 -$2,500 $2.501 -$5,000 =$5,001 -$1 5,000 =$1 5,00 -$50,000  
(See Columns and D4) =$50,001 -$100.000 =$1 00.00 -$1 .000.000 =$1 .000.001 -$5,000,000 More than $5,000.000 Value Codes =$1 5,000 less 15,001 -$50.000 $50,00 -$I 00.000 $100.001 -$250,000  
(Sec Columns and D3) =$250,001 -$500,000 =$500.00 -$1 .000.000 =$1 ,000.00 -$5,000,000 $5.000,00 -$25,000.000  
1'3 =$25,000.00 -$50.000,000 =More than $50.000.000 Value Method Codes =Appraisal =Cost eal Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes tlzose spouse and dependent c/zildren; 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  ofreporting period  

(I) (2) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Iden tity  
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  
(Q-W)  transaction) Income Gain Codes: =$1 .000 less .001  $2,500 =$2.501  $5.000  0=$5.001 -$15.000 15.001  $50,000  
(Sec Columns and 04) =$50.001  00.000 =$100,001 -$1 ,000,000 =$1 ,000,001 -$5,000.000 =More than $5,000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.001 -$1 00.000 =$1 00.001  $250.000  
(Sec Colu mns and 03) =$250.00  $500.000 =$500,001  $1.000.000 =$1 ,000.001  $5,000.000 =$5.000,001  $25,000.000  
1'3 =$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  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 offlling instr11ctions.) 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) (2) (I) (2) (3) (4) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code
exempt from prior disclosure 
div., rent, Code Method sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (A-H) (ifprivate 
(Q-W) transaction) Income Gain Codes: =$1 ,000 less =$1 ,001 -$2.500 =$2,501 -$5,000  0=$5,001 -$1 5,000 =$15.001 -$50.000  
(See Colu mns and 04) =$50,001 -$100.000 =$1 00,001 -$1 .000.000 =$1 .000,001 -$5.000,000  112 =More than $5,000.000 Value Codes =$1 .000 less =$15,001 -$50.000 =$50.00 I00.000 =$!00.00 -$250,000  
(Sec Columns and 03) =$250,001 -$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 $50.000.000 Value Method Codes =App raisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructitms.J 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) 
(4) (5) 
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  
(Q-W)  transaction) Income Gain Codes: =$1 .000 less =$1 ,00 -$2,500 =$2,501 -$5,000 =$5,001  $15,000 =$1 5.001 -$50.000  
(Sec Columns and 04) =$50,001 -$100.000 =$1 00,001 1,000.000 =$1 ,000.001  $5,000,000 =More than $5,000.000 Value Codes =$1 5.000 less =$1 5,001 -$50,000 =$50.00 -$1 00.000 =$1 00.001 -$250.000  
(Sec Colu mns and 03) =$250.00  $500.000 =$500,00 .000,000 =$1 ,000.00 -$5,000,000 =$5,000.00 -$25.000.000 =$25.000.001 $50,000.000 =More than $50,000.000 Valu Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (lnc/11des those ;,/spouse and dependent c/lildren; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including tmst assets) reporting period reporting period 
(I) (2) (I) (2) (I) (2) (5) 
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)  (ifprivate  

transaction) 
273.  Sold (part)  4/16/12  
274.  Sold (part) 16/12  
275.  Sold 14/12  
276.  -Ivy Global Natural Resources (Z)  
277.  -Janus INVT Flexible Class (Z)  
278.  -Lazard FDS INC Emerging Mkts Port Inst! (Z)  
279.  -Legg Mason Value INC Navigator Value (Z)  
280.  -Marketfield Fund  Sold (part) 13/1  Buy (add'!)  315112  
282.  Sold (part)  4/16/12  
283.  Sold (part)  511 6112  
284.  Sold  5/21 /12  
285.  -MFS SER Value Fund Class (Z)  
286.  -Neuberger Berman EQTY FDS -Small Cap Growth  Sold 12/12  
287.  -Oppenheimer Intl Growth SHS (Z)  
288.  -PIMCO FDS PAC INVT MGMT (Z)  
289.  -PIMCO FDS PAC INVT MGMT SER Total Return (Z) Income Gain Codes: 41,000 less B=$1,001 -$2.500 =$2.501 -$5,000 0=$5.001-$15.000 =$I 5.00 -$50,000 (See Columns and 04) =$50.001 -$100.000 =$100.001 -$1,000.000 Ill =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes J=$15.000orless =$15,001 -$50.00 =$50.00 -$I 00.000 =$1 00.001 -$250.000 

(Sec Columns and 03) =$250,001 -$500,000 =$500,001 -$1.000.000 =$1 ,000.001 -$5,000.000 =$5.000.001 -$25,000.000 
1'3 =$25,000.001 -$50.000,000 1'4 =More than $50.000.000 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (Sec Column C2) V=Othcr =Book Value =Estimated 

VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instr11ctions.) 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) (2) (2) (3) (5) 
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, Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller (A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) Income Gain Codes: =$1 .000 less =$1,001 -$2.500 =$2.501 -$5.000 =$5,001 -$15.000 15,00I  $50.000  
(See Columns and 04) =$50.001  $100,000 =$I 00.00 -$1 .000.000  Ill =$1 .000.00 -$5.000.000  112 =More than $5.000.000 Value Codes =$1 5,000 less =$15,001 -$50.000 =$50.00t -$100.000 =$100.001 -$250.000  
(See Columns and 03) =$250.00 $500.000 =$500.00 -$1 .000.000 =$1 ,000.00 -$5.000,000 =$5,000.001 -$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  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions (lnclllt/es 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 trnst assets)  reporting period reporting period  

(I) (2) (I) (2) (3) (4) (5) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) 
(J-P) Code3 redemption) (A-H) (ifprivate 
(Q-W) transaction) 
307.  Buy (add'!)  6/8/12  
308.  Buy (add'!)  11/23/12  
309.  -Doubleline Total Return mutual fund  Buy  1/1 3/12  
310.  Buy (add'!)  3/2/12  
311.  Buy (add'!)  6/8/12  
312.  Buy (add'!)  11/23/12  
313.  -Dupont Nemours common  Buy  10/24/  
314.  -Eaton Corp PLC common  Buy  9/14/12  Sold (part)  12/3/12  
316.  Buy (add'!)  12/19/12  -Eaton Vance Commodity Strat mutual fund (ZZ)  
318.  -Fairpoint Communications common (ZZ)  
319.  -Franklin Cap Val Adv mutual fund (ZZ)  Sold  1/1 2/12  
320.  -General Electric common  Buy  10/10112  
321.  Buy (add'!)  12/19/12  
322.  -Glaxo Smith Kline PLC ADR (ZZ)  Sold  12/14/12  
323.  -Goldman Sachs Rising mutual fund  Buy  12/12/12 Income Gain Codes: =$1 .000 less  B=$1.00l -$2.500 =$2.501 -$5.000  0=$5,001 -$1 5.000 =$15.00  $50.000  
  
(Sec Columns and 04) =$50,00J -$100.000 =$1 00.00 -$1 .000.000 =$1 .000.001 -$5.000.000  1-12 =More than $5.000.000 Value Codes =$1 5,000 Jess =$15.001 -$50.000 =$50.00 I00,000 =$100.00 -$250.000  
(Sec Columns and D3) =$250.00 -$500.000 =$500.00 -$1 .000.000 =$1.000.00  $5.000,000 =$5,000.001 -$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 (lnc/11des those spouse and dependent cltildren; 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  

(2) (2) (2) 
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)  (ifprivate  
(Q-W)  tran saction) Income Gain Codes: =$1.000 less =$1.001 -$2.500 =$2.501 -$5.000  0=$5.001 -$15.000 15,00 -$50.000  
(Sec Columns and 04) =$50,001 -$1 00.000 =$100,001 -$1 .000.000  Ill =$1 .000.00 -$5.000.000  112 =More than $5.000.000 Value Codes =$1 5,000 Jess =$15,001 -$50.000 =$50.001 -$1 00.000 =$1 00,001 -$250,000  
(Sec Columns and 03) =$250,00 -$500.000 =$500.001 -$1 .000.000 =$1 ,000.001 -$5,000,000 =$5,000,001 -$25.000.000  
1'3 =$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  V=Othcr =Estimated  

VII. INVESTMENT and --income, value, transactions (Includes 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  ofreporting period  

(I) (2) (I) (2) (I) (3) (4) (5) 
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) Income Gain Codes: =$1.000 less =$1,001 -$2.500 =$2,501 -$5,000  0=$5,001 -$15,000 =$1 5,00 -$50,000  
(Sec Columns and 04) =$50,001 -$100,000 =$1 00.001 -$1.000.000  Ill =$1,000.001 -$5.000.000  112 =More than $5.000,000 Value Codes =$15.000 less =$15,001  $50.000 =$50,00 -$I 00,000 =$100,001 -$250,000  
(Sec Columns and 03) =$250.001 -$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 (lnc/11des those spouse and dependent c/liltlren; see PP 34-60 offiling 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) (2) (2) (5) 
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,  Code2  Method  buy, sell,  mm/dd/yy  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H) private  
(Q-W)  transaction)  

358.  -Merrill Lynch Cash  
359.  -Merrill Lynch Bank Deposit Program  
360.  -Abbott Labs common  
361.  -Altria Group, Inc. common  
362.  -ATT, Inc. common  
363.  -BCE Inc. common  
364.  -Chevron Corp common  
365.  -Chubb Corp common  
366.  -CMS Energy common  Buy (add'!) 1/27 /12  
367.  -Coca-Cola common  Sold  12/14/  
368.  -Consolidated Edison common (Z)  
369.  -Emerson Electric common  Sold (part)  2/21 /12  
370.  Sold 10/12  -Enbridge Inc common (Z)  
372.  -Genuine Parts Inc. common (Z)  
373.  -Home Depot common (Z)  
374.  -Kellogg Co. common (Z) Income Gain Codes: =$1 .000 less =$1,001 -$2,500 =$2,501 -$5,000  0=$5.00t -$1 5.000 =$1 5.001 -$50,000  
(Sec Columns and 04) =$50.001 -$1 00.000 =$100.00 -$1 ,000.000  1-1 =$1 ,000,001 -$5,000,000 =More than $5.000.000 Value Codes .000 less  K=$1 5,001 -$50,000 =$50,001 -$100,000 =$100.001 -$250,000  
(See Columns and 03) =$250.001 -$500.000 =$500,00I -$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  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions (lnc/11des 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 reportin period  
(including trust assets)  reporting period reporting period  

(I) 
(2) (I) (3) (4) (5) 
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  
(Q-W)  transaction Income Gain Codes: =$1.000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15.000 =$15.00 -$50.000  
(Sec Colunms and 04)  F=$50,00I -$1 00.000 =$I 00,00 -$1,000.000  Ill =$1.000,001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.00 -$100,000 =$100.001 -$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 $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, vat11e, transactions r1nc111des those spouse and t1ependen1 children; see PP 34-60 offiling instr11c1ions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during eporting period  
(including trust assets)  reporting period reporting period  

(2) (I) (2) (I) (2) (5) 
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) Income Gain Codes: .000 less =$1 ,00 -$2.500 =$2.501 -$5.000  0=$5,001 -$1 5,000 =$1 5,001 -$50,000  
(Sec Columns and 04) =$50.001 -$100.000 =$I 00.001 -$1 .000.000  Ill =$1 .000.001 -$5.000.000 =More than $5.000,000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.001 -$1 00.000 =$100.001 -$250.000  
(See Columns and D3) =$250.00 -$500.000 =$500.00 -$1 .000.000 =$1 ,000.00 -$5,000.000 =$5,000.00 -$25,000.000  
1'3 =$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  V=Othcr =Estimated  

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

(2) (I) 

(2) 
(2) 
(4) 
Place "(X)" a:(ter 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) Income Gain Codes: I.000 less =$1,001 -$2.500 =$2.501 -$5.000 =$15.001 -$50.000 
(Sec Columns and 04) =$50.001 -$!00.000 =$!00,001 -$1,000.000 Ill =$1 ,000.001 -$5,000.000 
Value Codes =$15.000 less =$15,001 -$50.000 =$50,00  $100.000 

(Sec Columns and 03) =$250.001 -$500.000 =$500,00 -$1,000.000 =$1,000.001 -$5,000,000 =$5,000.001 -$25,000.000 1'3 =$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) =Other =Book Value =Estimated 

VII. INVESTMENTS and STS --income, va/11e, transactions (/nc/11des those spo11se and dependent children; see PP 34-60 filing instr11ctions.) 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) (I) (3) (4) (5) 
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  
(Q-W)  transaction) Income Gain Codes: =$1 ,000 less 1,001 $2,500 =$2.501  $5,000  0=$5,001 5,000 =$1 5,00  $50.000  
(Sec Columns and 04) =$50.001  00.000 I00,00  ,000.000  Ill =$1 .000.00 $5.000.000  112 =More than $5.000.000 Value Codes =$15.000 less =$1 5,001  $50,000 =$50.001  00.000 =$1 00.001  $250.000  
(Sec Columns and 03) =$250.001  $500.000 =$500,00  $1.000.000 =$1 .000.001  $5,000,000 =$5,000.001  $25,000.000  
J'3 =$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  V=Other =Estimated  

VII. INVESTMENTS and TRUSTS --income, vatue, transactions r1nc111t1es 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 trnst assets)  reporting period reporting period  

(I) (2) (I) (2) (3) 
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)  (ifprivate  
(Q-W)  transaction) Income Gain Codes: =$1 .000 less =$1 ,001 -$2.500 =$2,501 -$5.000 =$5,001 -$15,000  E=$1 5,001 -$50,000  
(Sec Columns and 04) =$50.001 -$1 00.000 =$100,001 -$1 .000,000  I-II =$1 .000,001 -$5,000,000 =More than $5.000,000 Value Codes =$1 5.000 less =$1 5,001 -$50,000 =$50.001 -$100.000 =$100.001 -$250,000  
(Sec Columns and 03) =$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  1'4 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc111des t1tose spouse and dependent c1tildren; see PP 34-60 filing instmctions.J NONE (No reportable income, assets, transactions.)  
Description Assets come during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period Income Gain Codes: =$1 ,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15.000 =$1 5,001 -$50,000  
(Sec Columns and 04) =$50.001 -$1 00.000 =$100,00 I.000,000 =$1,000,001 -$5.000,000  112 =More than $5,000.000 Value Codes =$1 5,000 less =$15,001 -$50.000 =$50,00 -$100,000 =$100.001 -$250.000  
(Sec Columns and 03) =$250,001 -$500,000 =$500,001 -$1 .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 =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

VII. INVESTMENTS and TRUSTS --income, vatue, transactions r1nct11des those spouse and dependent children; see PP 34-60 offiting ins1r11ctions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions ring reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) (2) (I) (3) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Iden tity  
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 pri vate  
(Q-W)  transaction)  

477.  Brokerage Account (H)  
478.  -Merrill Lynch Bank Deposit Program  Int./Div.  
479.  -Blackrock Global Allocation mutual fund  Dividend  
480.  Lewis Babcock LLP 401(k) Plan (X)  Int./Div.  Investors Title common stock (X)  Dividend  
482.  529 College Savings Plan (item prior Norn. Report) (H)  Dividend  
483.  -Columbia Conservative 529  
484. Income Gain Codes: =$1 ,001 -$2,500 =$2.501 -$5.000 =$5,001 -$15.000 =$15.001 -$50,000 =$I 00.00 -$1.000.000 =$1.000.001 -$5,000.000 112 =More than $5.000.000 
Value Codes J=$1 5.000 lcss =$15,001 -$50.000 =$50.001 -$1 00.000 =$1 00.00 -$250.000 

(Sec Columns and 03) =$250,001 -$500,000 =$500,00 -$1.000.000 =$1.000.001 -$5,000.000 =$5,000,001 -$25,000.000 
1'3 =$25,000,00 -$50,000,000 =More than $50.000,000 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel (Sec Column C2) V=Othcr =Book Value =Estimated 

Lewis, Mary 
05/01/2013 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepart ofreport.) 

Supplemental Part II. Agreements Septemebr 27, 2011, Judge Lewis entered agreement with her former law partners 
Keith Babcock and Arial King (each being partner the firm then known Lewis Babcock, LLP and now known would formed collect and disburse its members, including Judge Lewis pro rata based her ownership percentage, all non-contingent, earned but not collected fees for legal services rendered Lewis Babcock, LLP September 30, 2011. The agreement authorizes Lewis, Babcock Griffin, LLP perform adminstrative services with respect such earned but not collected fees including periodic rendering statements account, collection and deposit, and remittance LB Holdings, LLC. October 2011, Judge Lewis entered Partnership Agreement with. Keith Babcock, James Griffin, and Arial King entire interest Lewis, Babcock Griffin, LLP June 20, 2012, effective June 21, 2012. 
During 2012 and the date this report, Judge Lewis was participant the Lewis, Babcock Griffin, LLP 401(k) Retirement Plan. Upon her resignation 
J!direction. 
Supplemental Part VII. 
This report coveres the period 1/1/12 through 12/31/12. The previous report was Nomination report of2/28/l Income and transactions during the gap period 3/1/11 through 12/31/11 have not been reported; thus, securities disposed during the gap period are identified with "(Z)" and securities acquired during the gap period and held 12/31/11 are identified with "(ZZ)" Column Part VII. 

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: Mary Lewis 
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