Walter David Counts 3

2013Annual

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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

  • 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

Lincoln Benefit Life (Whole Life) — None

Bank of America (Cash) — Interest

Wells Fargo (Cash) — Interest

Wells Fargo Advantage Strategic Mun Bd Fd — Interest

Nationwide Highmark Funds (Bond Class A) — Int/Div

RA — Int/Div

Blackrock Equity Dividend FD C1 C

Invesco Int'l Growth A

DWS Dreman Small Cap

Evergreen Money Mkt Fd C1 A

Coverdell ESA (Educational IRA) — Int/Div — Sold

Security Mid-CapValue A

Great-West Retirement Services (Def'd Comp) — Int/Div

Pumam Stable Value Fund

Vanguard 500 Index Signal

Nationwide Fixed Fund

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

Liability — Amencan Express — Credit Card

Spouse's income — 2013 — 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.

VIL 6, Nationwide acquired this Highmark fund on 9/13/13 in a non-taxable conversion,

VIL 9, Invesco was formerly AIM (one and the same company - name change only)

VIL 11. Evergreen Money Mkt Fd C1 A is nothing more than a cash account, to be utilized only if the IRA is not fully-invested.

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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