Mark Steven Davis

2015Annual

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Pull out the substance of this filing.

What was filed

  • 46

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Regent University School of Law Board of Visitors, an advisory board to the Dean of the law school with no policy-making authority
  • Healy Lecture on Admiralty Law
  • BB&T Bank - salary and bonuses

As filed

IRA #) — Int/Div

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

T. Rowe Price Equity Income Fund

T. Rowe Price Intemational Discovery Fund

T. Rowe Price New American Fund

T. Rowe Price New Horizons Fund — Buy (add'l)

T. Rowe Price Small Cap Value Fund

T. Rowe Price Spectrum International Fund

T. Rowe Price Prime Reserve

IRA #2 — Int/Div

T. Rowe Price New American Growth

TT. Rowe Price Prime Reserve

IRA #3 — Int/Div

T. Rowe Price New Honzons Fund — Buy (add'l)

T. Rowe Price Small Cap Value Fund

T. Rowe Price Prime Reserve

Retirement #1 — Int/Div

Deposit Account (BB&T)

Sterling LCV al Divid.

Fidelity Contrafund

Vanguard Institutional Index

Sterling Mid-Cap Value

Sterling Special Opps Equity

T. Rowe Price Mid Cap Growth

Harbor International Fund

Retirement #2 — Int/Div

Deposit Account (BB&T)

Colonial REMIC — Int/Div — Redeemed

BB&T Stock — Int/Div — Buy (add'l)

BB&T Stock — Sold (part)

BB&T Stock — Sold (part)

Raymond James Financial Services (H)

Capital Income Builder Fund Class A. American Funds M/F — Int/Div

Fundamental Investors Fund Class A- American Funds M/F — Int/Div

Growth Fund of America Class A American Funds M/F — Int/Div

Income Fund of America Class A- American Funds M/F — Int/Div

Smallcap World Fund Class A-American Funds M/F — Int/Div

Trust #1 — Int/Div

T. Rowe Price Virginia Tax Free Bond #1

Federated Virgmia Mum Money Market — Buy

Virginia 529 21, Stock Index (X) — Int/Div — Buy

Virginia 529 22, Stock Index (X) — Int/Div — Buy

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 — Healy Lecture on Admiralty Law

Spouse's income — 2015 — BB&T Bank - salary and bonuses

Section VIL, Line 23 - Sterling Select Equity Fd Cl | reported on the 2014 Fmancial Disclosure Report was misidentified as it had been changed to "Sterling

LCVal Divid."

Section VII, Lines 42, 43 and 44 - The T. Rowe Price Virginia Tax Free Bond #1 listed on line 39 of the 2014 Financial Disclosure Report was retitled in the name

of a trust in 2014. However, it was listed individually on line 39 in that 2014 Financial Disclosure Report without reference to the trust. It has now been listed in

this Financial Disclosure Report on line 43 as an asset titled in the name of the trust identified at line 42. Moreover, the Federated Virginia Muni Money Market

listed on line 44 of this Financial Disclosure Report was opened in 2014 and titled in the name of the same trust. Such money market account should have been

listed on the 2014 Financial Disclosure Report, but was omitted by mistake. Therefore, the open date is listed on this report, Because this money market account

and the T. Rowe Price Virginia Tax Free Bond #1 are reportable assets in the same trust, they are listed in this report on line 43 and line 44 as assets within the

trust.

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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Mark Steven Davis | Frix