Walter David Counts 3
2014Annual
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Pull out the substance of this filing.
What was filed
17
investments
2
positions
0
gifts
1
agreements
3
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Kim Hornsby
- Pepper-Counts Foundation, Knox City, Tx (non-profit)
- Chap, Inc., Knox City, Tx
- Chase
- Discover
- Amencan Express
- Midland Christian School, Midland, Tx - private school, teacher, salary
As filed
Symetra Life Insurance Co. (Whole Life) — None
Resolution Life (Whole Life) — None
Bank of America (Cash) — Interest
Wells Fargo (Cash) — Interest
Wells Fargo Advantage Strategic Mun Bd Fd — Interest — Sold
Good Harbor Tactical Core US - GHUAX — Int/Div — Buy
Nationwide Highmark Funds (Bond Class A « fixed) — Int/Div
IRA — Int/Div
Blackrock Equity Dividend FD C1 C
Invesco Int'l Growth A
DWS Dreman Small Cap
Evergreen Money Mkt Fd C1 A
Great-West Retirement Services (Def'd Comp) — Int/Div
Putnam Stable Value Fund
Vanguard S00 Index Signal
Nationwide Fixed Fund
Rent House (Abilene, Taylor County, Texas) — Rent — Buy — Kim Hornsby
Director, Pepper-Counts Foundation, Knox City, Tx (non-profit)
Director, Chap, Inc., Knox City, Tx
Agreement — 1987 — Texas County & District Retirement Systems, Austin, Tx (Defined Benefit Plan) - no control
Liability — Chase — Credit Card
Liability — Discover — Credit Card (account closed (4-21-14)
Liability — Amencan Express — Credit Card
Spouse's income — 2014 — Midland Christian School, Midland, Tx - private school, teacher, salary
11.1. As of termination of employment, neither | nor my former employer contribute to this plan.
111. Employment terminated August 2014,
VIL2. Lincoln Benefit Life Company was sold from Allstate Corp to Resolution Life Holdings, Inc, (Resolution Life), effective 04/01/14
VIL 10. Invesco was formerly AIM (one and the same company - name change only)
VIL 12. Evergreen Money Mkt Fd C1 A is nothing more than & cash account, to be utilized only if the IRA is not fully-invested.
VIL13. Notified recently that Great-West Retirement will be given new name of Empower Retirement effective February 2015 (name change only)
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.