Carlton Wayne Reeves

2013Annual

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Pull out the substance of this filing.

What was filed

  • 53

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • North Congress Properties, LLC
  • First Commercial Bank
  • North Congres Properties, LLC (Rental Income)

As filed

AT&T. Common — Int/Div

Analog Devices Inc (ADI), Common — Int/Div

Catepillar {CAT), Common — Int/Div — Buy (add'l)

Facebook. Inc. (FB), Common — Int/Div — Buy

GE, Common — Int/Div

Intel Corp. (INTC), Common — Int/Div — Buy

Johnson & Johnson (JNJ), Common — Int/Div

Kraft Foods Grp, Inc. (KRFT), Common — Int/Div — Buy

Kroger (KR), Common — Int/Div

McDonalds Corp. (MCD), Common — Int/Div — Buy (add'l)

Merk (MRK), Common — Int/Div

Microsoft (MSFT), Common — Int/Div

Morgan Stanley (MS), Common — Int/Div

Pepsico (PEP), Common — Int/Div — Buy (add'l)

Pfizer (PFE), Common — Int/Div — Sold

Procter & Gamble (PG). Common — Int/Div

Qualcomm, Inc. (QCOM), Common — Int/Div — Sold (part)

IM Company (MMM), Common — Int/Div

Trustmark (TRMK). Common — Int/Div

Windstream Corp. (WIN), Common — Int/Div — Sold

YUM Brands, Inc. (YUM), Common — Int/Div

First Commercial Bank, Common — Int/Div

Discover Financial Sves (DFS), Common xX) — Int/Div

Advanced Micro Devices, Inc (AMD), Common (X) — Int/Div — Sold

Columbia Thermostat Fund (CTFAX), Class A. Mutual Fund — Int/Div — Buy

Wells Fargo Advantage, (EEAFX), Mutual Fund — Int/Div — Sold

Eagle Capital Growth Fund (GRF), Mutual Fund — Int/Div — Sold

Dell (Dell) X) — Int/Div — Sold

Invesco Insured Municipal Income Trust, (TIM), Mutual Fund — Int/Div

FAGOX (IRA). Mutual Fund — None

FAEGX (IRA), Mutual Fund — Int/Div

FSOAX (IRA), Mutual Fund — Int/Div

Met Life Ins. Co., PPA Variable Annuity — Interest

Pruco Life Ins. Co., Prudential Premier Retirement X, Var Amn — Int/Div

DCA 12

wes=AST Marsico Capital Growth

wees AST PIMCO Total Return Bond

eeeeAST QMA US Equity Alpha

eee AST T. Rowe Price National Resources

AST Wellington Mgmt Hedged Equity Port

ww-AST Academic Strategies Asset Allocation

College Savings Plan (Header)

Scholars Edge 529 Plan — Int/Div

ceeeeccAges 18 and Over Portfolio

ceeeeaDreyfus Research Growth Portfolio A

eeseacnternational Equity Portfolio A

eeeeeacAgrressive Portfolio A

ceeeecModeratetly Agressive Portfolio A

cece Value Portfolio A

MPACT (MS College Savings Plan) — None

United States Savings Bond — Interest

Rental Property. Jackson MS (2003) — Rent

Mass Mutual Life Ins. (Whole Life) — Int/Div

Partner/Director, North Congress Properties, LLC

Liability — First Commercial Bank — Mortgage on Property, Jackson, Mississippi (Part VII, Line 52)

Income — 2013 — North Congres Properties, LLC (Rental Income) — $6,651.00

Part Il Agreements

I. Pigott Reeves Johnson & Minor , PA. Retirement Plan was liquidated to purchase the Pruco Life Ins. Co., Prudential Premier Retrirement X, Variable

Annuity (identified under Investments und Trusts, Line

2. Pigott Reeves Johnson, PA. Partnership Agreement with former law firm (per the terms of the agreement fees/benefits/entitlements under the agreement

expired December 30, 2012).

Part VII. Investments and Trusts

Stifel Nicolaus, Money Market Account is not reported here because it fell below the reportable limit

23. The value of DFS increased thus became reportable

24. The value of AMD was not reported in last year's filing because it was not reportable and is only reported here because the stock was sold.

28. The value of DELL was not reported in last year's filing because it was not reportable and is only reported here because the stock was sold.

52. Date of Appraisal is 6/27/2003

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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Carlton Wayne Reeves | Frix