Samuel H. Mays jr
2016Annual
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What was filed
19
investments
0
positions
0
gifts
1
agreements
2
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Bank of America
- Amcrican Express Company
- State of TN Consolidated Retirement System, income from state retirement plan
As filed
Metlife Common Stock — Int/Div
Bradner Central Common Stock — Int/Div
IRA - Chas. Schwab Co.. Inc., Custodian
Schwab Money Market Fund — None
American FD Europacific Growth Fund Class F — None
American FD Growth Fund of America Class F — None
Dodge & Cox Intl. Stock Fund — None
Fairholme Fund — None
Longleaf Partners International Fund — None
Longleaf Partners Fund — None
Longleaf Partners Small Cap Fund — None
Schwab Value Advantage - Y
Prime Cap Odyssey Agressive Growth — None
Vanguard Prime Cap Core Fund — None
Sequoia Fund — None
First Eagle Global — None
New World Fund — None
Frontier Communications Common Stock — Int/Div
FEDTRUST - Federal Credit Union Account -X — Interest
Agreement — 2000 — State of TN Consolidated Retirement System - vested in former employer's retirement plan, no control
Liability — Bank of America — Consumer Debt
Liability — Amcrican Express Company — Consumer Debt
Income — 2016 — State of TN Consolidated Retirement System, income from state retirement plan — SK£.429 34
The Wintergreen Fund, reported on Line 14 of Part VII of the Financial Disclosure Report for the Calendar Year 2015, was sold in 2015. Because of an
inadvertent error, the 2015 Disclosure failed to report that the IRA's interest in the Wintergreen Fund was sold on April 29, 2015, at a Value of K and a Gain of D.
On that date, the proceeds of the Wintergreen Fund were re-invested in First Eagle Global | and the New World Fund, which are reported on Lines 16 and 17 of
this Report.
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