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.

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Steve CarMichael Jones | Frix