Charles A. Pannell jr
2013Annual
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What was filed
73
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Logging Co. Timber
- Loss
- Note
- Trust No.
- Association of County Commussioners of Georgia Pension Trust
- Teachers Retirement System of Georgia
As filed
Timberland, m— , 113 Interest — None — Sold (part) — Logging Co. Timber
Rental Property #1, mmm — None
Estate #1
Farm # pl — Reat
First National Bank (Savings Accounts and CDs) — Interest
Cohutta Bank Account — Interest
Brokerage Account #1
Synovus, Common Stock (SNV) — Int/Div
Total Sys Sves (TSS) — Int/Div
Federated MOISS (QFMOQ) — Int/Div
Brokerage Account #2
American Funds - Investment Company of America (AIVSX) — Int/Div
American Funds - Growth Fund of Amenca (AGTHX) — Int/Div
American Funds - Small Cap World Fund (SMCWX) — Int/Div
American Funds - New World Fund INEWFX) — Int/Div
American Funds - EUPAC (AEPGX) — Int/Div
American Funds Bond Fund of America (ABNDX) — Int/Div
American Funds High Income (AHITX) — Int/Div
Brokerage Account #3
FDRXX — Int/Div — Sold
Money Market, Fidelity Investments — Interest
Tyson Foods (TSN) — Int/Div — Buy (add'l)
Synous Common Stock (SNV) — Int/Div
Apple, In (AAPL) — Int/Div — Buy
Bank of Internet (BOF) — None — Buy
Chart Inds. Inc... (GTLS) — None — Buy
Costco Wholesale Corp. (COST — Int/Div — Buy
Catamaran Corp. (CTRX) — None — Buy
Catamaran Corp. (CTRX) — Sold — Loss
Core Laboratories (CLB) — Int/Div — Buy
Ford Motor Co. (F) — Int/Div — Buy
Mastec (MTZ) — None — Buy
Middleby Corp. (MIDD) — None — Buy
Pricelme Com Inc. (PCLN) — None — Buy
Suntrust Bank (STH — Int/Div — Buy
Tile Shop HLD Inc. (TTS) — None — Buy
Tile Shop HLD Inc. (TTS) — Sold (part)
Tractor Supply co. (TSCO) — None — Buy
Western REFNG Inc. (WNR) — Int/Div — Buy
Whole Foods Mkt Inc. (WFM) — Int/Div — Buy
Roth IRA #1 Fidelity Investments — None — Closed
Roth IRA #1 Fidelity Investments — None — Sold
Roth IRA #2 Fidelity Investments Cash Reserves — Interest
Farm #2, ps , limited imerest — None
Trust #1
First National Bank (CDs) — Interest
Suntrust Bank (money market and checking) — Interest
House, Fulton County, Georgia — None
Employee's Retirement of Georgia — None — Note
Farm £2, EE partial ownership — Rent
Timberland, pm — None
Cohutta Checking Acct — Interest
Rollover IRA
JPMorgan US Gov. MMKT Fds — Int/Div
Mainstay Funds High Yield Bond IMHYIX) — Int/Div
AMCAP CL F2 (AMCFX) — Int/Div
ARTISAN MID CAP FD (ARTMX) — Int/Div
ARTISAN Small CAP FD (ARTVX) — Int/Div
Columbia Dividend Income (GSFTX) — Int/Div
Janus Investment Triton (JATTX) — Int/Div
Janus Investment Perkins Mid Cap (IIMCVX) — Int/Div
Oppenheimer Dev Markets (ODVYX) — Int/Div
JPMorgan Trst [1 (OMBIX) — Int/Div
Principal Inc. PFD (PPSPX) — Int/Div
Templeton Global Invt (TGBAX) — Int/Div — Sold
Templeton Intl Bond (FIBZX) — Buy
Thomburg Invt TR INTL Value (TGVIX) — Int/Div
DWS Alternative Asset (AAASX) — Int/Div
Loomis Sayles FDS 11 INVEST Grade Bond (LSIIX) — Int/Div
Wells Fargo Savings Account — Interest
First National Bank, Accounts Checking and Money Market — Interest
Cohutta Bank Checking and MMKT — Interest
Associated Credit Union Money Market and Checking — Interest
Power of Attomey, Trust No.
Income — 2013 — Association of County Commussioners of Georgia Pension Trust — $1,347.72
Spouse's income — 2013 — Teachers Retirement System of Georgia
Part 1. Positions: Further clarification to Answer 2 "Operator".
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Part VIL INVESTMENTS AND TRUSTS
Lines 49: This is fixed retirement income. 1 have control by power of attorney. No value past the death of the beneficiary. (Per instruction VII, Para. C. Income,
page 45.)
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.