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.
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