Charles A. Pannell jr

2013Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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".

—

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.

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