Steve CarMichael Jones
2011Annual
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What was filed
34
investments
14
positions
0
gifts
2
agreements
2
debts
1
reimbursements
4
income
2
spouse income
Named parties
- Umiversity of Georgia Alumm Association
- Umiversity of Georgia Board of Visitors
- University of Georgia Athletic Board
- University of Georgia Foundation
- Athens Academy
- Athens Area Commumty Foundation
- Riverside Military Academy
- UGA Chapter of the National Football Foundation, College Hall of Fame
- State of Georgia/Superior Courts of Georgia
- Umified Government of Athens-Clarke County, Georgia
- Oconee County Government, Georgia
- Athens First Bank & Trust
- Bread for Life
- Piedmont College
- Chase Bank
- Wells Fargo
- Athens First Bank & Trust Co. (director fees received prior to federal appointment on March 4, 2011)
- Superior Courts of Georgia (salary eamed prior to March 4, 2011)
- Unified Government of Athens-Clarke County (Sup. Ct. salary supplement earned prior to March 4, 2011)
- Oconee County Government (Sup. Ct. salary supplement earned prior to March 4, 2011)
- self-emploved seamstress
- Clarke County School District — compensation
As filed
rental property £1, Athens, GA — Rent
rental property #2, Athens, GA — Reat
rental property # 3, Compton, CA — Rent
Athens First IRA (cd holdings) — Interest
Total Systems Services -- common stock — Int/Div
Synovus Financial Corp. = common stock — Int/Div
Commercial Bank — CD — Int/Div
Ga. Peach State Reserves 457 plan-100% ING Stable Value Fund — Interest — Closed
IRA #1 — Interest
VALIC Stock Index Fund (VSTIX)
Vanguard Windsor [1 (VWNFX)
VALIC Mid Cap Index Fund (VMIDX)
VALIC Small Cap Value Fund (VCSVX)
VALIC Int'l Equities Fund (VCIEX)
VALIC Int] Small Cap Equity Fund (VIS EX)
VALIC Fixed Account Plus
Vanguard LT Inv. Grade Fund (VWESX)
Specialty (Science & Technology Fund) (Xx)
Athens First Bank & Trust account (Y)
Clarke Co. Bd. of Ed. 457 Plan-100% Fixed Account Plus Fund — Interest
ING RehaStar - Annuity — Interest
Invesco Large Cap Growth Fund — None — Closed
Invesco Van Kampen American Franchise Fund (X) — Int/Div — Open
IRA #2(X) — Interest — Open
Invesco - convertible securties (X)
BlackRock Strategic, Inc. (X)
CIT Group, Inc. (X)
Fidelity Advisor Strategic, Inc. (X)
Fidelity Cash Reserves (X)
Ford Motor Credit Co. (X)
Govt Nat'l Mig. Pool (X)
Synovus Finl, Corp. (X)
Bank Amer Corp SR INTNOTES BE (X) — None — Buy
Bank Amer Corp SR INTNOTES BE (X) — None — Sold
President, Umiversity of Georgia Alumm Association
Board Member, ex officio, Umiversity of Georgia Board of Visitors
Board Member, ex officio, University of Georgia Athletic Board
Board Member, ex officio, University of Georgia Foundation
Director, Athens Academy
Director, Athens Area Commumty Foundation
Member, Board of Visitors, Riverside Military Academy
First Vice-President. Board of Directors, UGA Chapter of the National Football Foundation, College Hall of Fame
Superior Court Judge (until March 2, 2011), State of Georgia/Superior Courts of Georgia
Supenor Court Judge (until March 2, 2011), Umified Government of Athens-Clarke County, Georgia
Superior Court Judge (until March 2, 2011), Oconee County Government, Georgia
Director (until March 4, 2011), Athens First Bank & Trust
Director (until April 5, 2011), Bread for Life
Member, Board of Trustees (until Apnl §, 2011), Piedmont College
Agreement — 1995 — Steve C. Jones & Georgia Judicial Retirement Systems, pension upon age 60 and minimum of 10 years of service
Agreement — 1978 — Steve C. Jones & Unified Government of Athens-Clarke County, GA, pension upon retirement at age 62
Liability — Chase Bank — mortgage on rental property #1 (Athens, GA, Part VII, line 1)
Liability — Wells Fargo — mortgage on rentil property #2 (Athens, GA, Part VII, line 2)
Reimbursement — Member duties at Outback Bowl
Income — 2011 — Athens First Bank & Trust Co. (director fees received prior to federal appointment on March 4, 2011) — S2.008.00
Income — 2011 — Superior Courts of Georgia (salary eamed prior to March 4, 2011) — S17.346.00
Income — 2011 — Unified Government of Athens-Clarke County (Sup. Ct. salary supplement earned prior to March 4, 2011) — S3893.00
Income — 2011 — Oconee County Government (Sup. Ct. salary supplement earned prior to March 4, 2011) — S2. 169.00
Spouse's income — 2011 — self-emploved seamstress
Spouse's income — 2011 — Clarke County School District — compensation
Amended Reports have been filed to update Part 1, line § (positions), Part 11, line | (pension agreement), and Part 111, lines 2-4 (non-mvestment income). The
following position has been added to Part I, line 8: first vice-president of the UGA Chapter of the National Football Foundation, College Hall of Fame. In
regard to Part 11, line | (pension agreement), the minimum years of service has been changed from sixteen (16) to ten (10). The changes to Parts | and 11 are also
applicable as to Parts 1 and IT of the nomination report, dated January 5, 2011, In regard to Past 111, lines 2-4 (non-investment income), additional language has
been added to provide clarification.
Additional information is as follows:
Part 1. (positions). Tam no longer serving on the boards and/or affiliated with the entities listed in numbers 9-17. The date of my separation from each entity is
shown next to the entry. For cach of the board positions that 1 presently hold (entries 1-8), I have no control over the investment assets of the organization and my
duties on the boards do not involve fundraising.
Part 111, A. 1. (non-investment income). The Athens First Bank & Trust director fees were received prior to my becoming a federal judge. 1 provided written
notice of my resignation from the Board of Directors for Athens First Bank & Trust on March 4, 2011,
Part VIII (investments), Lines 8 and 24. The Peach State Reserves account/fund (line 8) was closed on May 17, 2011. The funds (formerly held in the Peach State
Reserves account) were transferred on May 27, 2011 to IRA #2 listed in Line 24. There was no consideration paid or received (nor income gained) at the closing
of the Peach State Reserves account/fund and the opening of IRA #2. It was merely a transfer of funds from one entity/account to another, Accordingly, the
value/gain codes in columns D3) & (4) hive been left blank,
Lines 22 and 23. The Invesco Large Cap Growth Fund was reorganized by the fund administrator into the Invesco Van Kampen
American Franchise Fund. There was no consideration paid or received (nor income gained) at the time of the reorganization. Accordingly, the value/gam codes
in columns D(3) & (4) have been left blank.
Lines 33 and 34. Column D4 has been left blank as the stated purchase and sale was at a loss.
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.