# Mark Steven Davis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14585

## Record

- **Judge:** Mark Steven Davis
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 9

## Text

Wells Fargo Account — Interest
Towne Bank Account — Interest
BB&T Bank Account — Interest
Nationwide Life Insurance Whole Life Policy — Int/Div
Lincoln National Annuity — Int/Div
Metlife Whole Life Policy — Int/Div — Distnbuted
IRA #) — Int/Div
Rowe Price Equity Income Fund
T. Rowe Price Intemational Discovery Fund
T. Rowe Price New American Fund
T. Rowe Price New Horizons Fund
T. Rowe Price Small Cap Value Fund
T. Rowe Price Spectrum International Fund
T. Rowe Price Prime Reserve
IRA #2 — Int/Div
TT. Rowe Price New American Growth (X) — Buy
T. Rowe Price Prime Reserve — Sold
IRA #3 — Int/Div
T. Rowe Price New Horizons Fund
T. Rowe Price Small Cap Value Fund
T. Rowe Price Prime Reserve (X)
Retirement £1 - 301(k) — Int/Div
Deposit Account (BB&T) — Sold (part)
Deposit Account (BB&T) — Sold (part)
Deposit Account (BB&T) — Sold (part)
Sterling Select Equity Fd C11
Fidelity Contrafund
Vanguard Institutional Index — Buy (add'l)
Sterling Mid-Cap Value
Sterling Special Opps Equity
BB&T Common Stock Fund — Sold (part)
BB&T Common Stock Fund — Sold (part)
BB&T Common Stock Fund — Sold (part)
BB&T Common Stock Fund — Sold
T. Rowe Price Mid Cap Growth — Buy (add'l)
T. Rowe Price Mid Cap Growth — Buy (add'l)
T. Rowe Price Mid Cap Growth — Buy (add'l)
T. Rowe Price Mid Cap Growth — Buy (add'l)
T. Rowe Price Mid Cap Growth — Buy (add'l)
Harbor International Fund — Buy (add'l)
Retirement #2 — Int/Div
Deposit Account (BB&T) — Sold (part)
Deposit Account (BB&T) — Sold (part)
Deposit Account (BB&T) — Sold (part)
Harbor International Fund — Buy (add'l)
Harbor International Fund — Buy (add'l)
Harbor International Fund — Buy (add'l)
Harbor International Fund — Sold (part)
Federated (X) — Buy
Colonial REMIC — Int/Div
BB&T Suxk — Int/Div — Sold (part)
BB&T Suxk — Sold (part)
BB&T Suxk — Buy (add'l)
T. Rowe Price Virginia Tax Free Bond #1 — Int/Div
T. Rowe Price Virginia Tax Free Bond #2 — Int/Div
Virginia College Bldg Mum Bond — Interest
Raymond James Financial Services
Capital Income Builder Fund Class A. American Funds M/F — Int/Div — Buy (add'l)
Fundamental Investors Fund Class A- American Funds M/F — Int/Div — Buy (add'l)
Growth Fund of America Class A. American Funds M/F — Int/Div — Buy (add'l)
Income Fund of America Class A. American Funds M/F — Int/Div — Buy (add'l)
Smallcap World Fund Class A-American Funds M/F — Int/Div — Buy (add'l)
Visitor, Regent University School of Law Board of Visitors, an advisory board to the Dean of the law school with no policy-making authority
Agreement — 2003 — Virginia Retirement System (reflects continued assets in VRS from service as Virginia judge from 2003-2008)
Reimbursement — Tr ag TY mye Ter yD School of Law, Moot Court Executive Board — competion
Spouse's income — 2013 — BB&T Bank - salary and bonuses
Section VII, Line 6 - | was one of the beneficianes on this whole life policy and received 50% of the proceeds when it was distributed to the beneficiaries.

Section VII, Line 26 - This fund was previously identified as "Sterling Select Equity"

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14585. Public record. Not legal advice.