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.

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