Steve CarMichael Jones
2012Annual
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What was filed
36
investments
8
positions
2
gifts
1
agreements
3
debts
3
reimbursements
0
income
3
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
- University of Georgia
- Umversaty of Georgia
- Chase Bank
- Wells Fargo
- Ine.
- self-emploved seamstress
- Clarke County School District (compensation)
- Clarke County School District (retirement compensation)
As filed
Synovus Finl, Corp.
rental property £1, Athens, GA — Rent
rental property #2, Athens, GA — Reat
rental property # 3, Compton, CA — Rent
rental property #4, Compton, CA (X) — Rent
Total Systems Services -- common stock — Int/Div
Synovus Financial Corp. = common stock — Int/Div
Commercial Bank — CD — Int/Div
IRAZI — Interest
VALIC Stock Index Fund (VSTIX)
Vanguard Windsor 11 (VWNFX)
VALIC Mud Cap Index Fund (VMIDX)
VALIC Small Cap Value Fund (VCSVX)
VALIC Int'l Equities Fund (VCIEX)
VALIC Int] Small Cap Equity Fund (VIS EX) (Y)
VALIC Fixed Account Plus
Vanguard LT Inv, Grade Fund (VWESX)
VALIC Science & Technology Fund
Clarke Co. Bd. of Ed. 457 Plan - 100 % Fixed Account Plus Fu — Interest
ING RehaStar - Annuity — Interest
Invesco American Franchise Fund, Class C VAFCX (X) — Int/Div
IRA#2 — Int/Div
Invesco - convertible securities
BlackRock Strategic, Inc
CIT Group, Inc. (Y) — Int/Div — Sold
Fidelity Advisor Strategic, Inc
Fidelity Cash Reserves
Ford Motor Credit Co.
Govt Nat'l Mig. Pool (Y) — Int/Div — Sold (part)
Govt Nat'l Mig. Pool (Y) — Sold (part)
Govt Nat'l Mig. Pool (Y) — Sold (part)
Govt Nat'l Mig. Pool (Y) — Sold
PIMCO Income Fund CL C (X) — Buy
lvy High Income CL C (X) — Buy
Morgan Stanley D W Disc SRMTNS (X) — Buy
JPMorgan Income Builder Fund Class ( XxX) — Buy
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
Baord Member, ex officio, University of Georgia Foundation
Director, ex officio, Athens Academy
Director, Athens Area Commumty Foundation
Member, Board of Visitors, Riverside Military Academy
President, Board of Directors, UGA Chapter of the National Football Foundation, College Hall of Fame
Gift — University of Georgia — football tickets — $1,004.00
Gift — Umversaty of Georgia — basketball nckets — $450.00
Agreement — 1995 — Steve C. Jones & Georgia Judicial Retirement Systems, pension upon age 60 and minimum of 10 years of service
Liability — Chase Bank — mortgage on rental property #1 (Athens, Georgia, Part VII, line 1)
Liability — Wells Fargo — mortgage on rentil property #2 (Athens, Georgia, Part VII, line 2) Sag $4
Liability — Chase Bank — credit card
Reimbursement — at Georgia v. Missouri Game
Reimbursement — related events as pres. of UGA Chap.of HOF
Reimbursement — Ine. — Athletic Ass'n Board duties at 2013 Capital One Bowl — ay, jd eed TH
Spouse's income — 2012 — self-emploved seamstress
Spouse's income — 2012 — Clarke County School District (compensation)
Spouse's income — 2012 — Clarke County School District (retirement compensation)
Part V. Gifts: The University of Georgia sports tickets were received cident to my role as the University of Georgia Alumni President and as an ex officio
member of the University of Georgia's Athletic Board. These tickets are customarily provided to others in similar circumstances (i.¢., alumni president and
athletic board membership) and were not offered because of my judicial status.
Part VIL Investments, Line 4. Property #4 (Compton, CA) was converted to rental property in April, 2011 and receipt of rental income began at that time. The
rental income and property were inadvertently omitted from my 2011 report.
Part VIL. Investments, Line 14. VALIC discontinued the Small Cap International Fund in December of 2011.
Part VIL Investments, Line 20. In last year's report, this fund was listed as "Invesco Van Kampen American Franchise Fund.” On September 24, 2012, Invesco
removed "Van Kampen" from the fund's name. Accordingly, the fund is now listed on my 2012 report as "Invesco American Franchise Fund.”
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.