# Mark Steven Davis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17979

## Record

- **Judge:** Mark Steven Davis
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17979. Public record. Not legal advice.