Steve CarMichael Jones

2018Annual

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Pull out the substance of this filing.

What was filed

  • 39

    investments

  • 6

    positions

  • 2

    gifts

  • 2

    agreements

  • 3

    debts

  • 3

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • University of Georgia Athletic Associaton Board
  • University of Georgia Foundation
  • Russell Foundation
  • Georgi Chief Justice Commission on Professionalism
  • UGA Hall of Fame Chapter, National Football Foundation
  • Athens Academy
  • Umversity of Georgia Athletic Association
  • Sister of Spouse
  • Wells Fargo
  • SoFi
  • Ith Circuit Judicial ) Conference
  • Sentencing Commission Conference
  • IDastrict Retreat
  • Unified Government of Athens-Clarke County, Georgia, fixed benefits from vested pension plan.
  • Self-Employed Seamstress
  • Clarke County School District{ Retirement Compensation)

As filed

Rental Property #1 Athens, GA — Rent

Rental property #2 Athens, GA — Rent

Rental property #3 Athens, GA — Rent

Rental property #4 Athens, GA — Reat

Rental property #5 Athens, GA — Rent

Rental property #6 Athens, GA — Rent

SunTrust Bank — Interest

Athens First IRA ( CD Holding) — Interest — Matured

IRA #)

VALIC Fixed Account Plus — Interest

Short Term Fund Account — Interest

Clarke Co Bd of Ed 457-Plan- 100% Fixed Account Plus — Interest

VOYA Fmancial — Interest

Invesco American Franchise Fund, Class C — Int/Div

IRA #2

Blackrock Strategic, INC — Int/Div — Sold

Fidelity Advisor Strategic, Inc — Int/Div — Sold

PIMCO Income Fund CLC — Int/Div

Ivy High Inbeomne — Int/Div

JP Morgan Income Builder Fund Class ( — Int/Div

Amencan Capital Income Burlder CLC — Int/Div

Franklin Rising Dividents CLC — Int/Div

Fidelity Advisor New Insights CLC — Int/Div

Invesco Convertible Securities — Int/Div

Commercial Bank- CD — Interest

Synovus — None

IRA #3

Synovus Bank Deposit Sweep (x) — Int/Div — Buy

Fidelity Government Money Market — Int/Div — Buy

Vanguard BD Index Inc, Long Term BD — Int/Div — Buy

Vanguard BD Index Intermediate — Int/Div — Buy

Vanguard BD Index Inc. Short Term BD — Int/Div — Buy

Vanguard FTSE Developed Market E11 — Int/Div — Buy

Vanguard Charlotte Total INTL BD Index — Int/Div — Buy

Vanguard INTL Equity Index Fund Inc FTSE — Int/Div — Buy

Vanguard Scottsdale FDS Vanguard — Int/Div — Buy

Vanguard Index FDS Vanguard Growth ET — Int/Div — Buy

Vanguard Index FDS Vanguard Value ETF — Int/Div — Buy

Vanguard Index FDS Vanguard Small Cap — Int/Div — Buy

Board Member, University of Georgia Athletic Associaton Board

Maunagmg Trustee, University of Georgia Foundation

Bowrd Member, Russell Foundation

Board Member, Georgi Chief Justice Commission on Professionalism

Advisory Board Member, UGA Hall of Fame Chapter, National Football Foundation

Member{ Ex Officio) Trustee, Athens Academy

Gift — Umversity of Georgia Athletic Association — 2018 Season Football Tickets, LSL Game, and Flonda Game — $821.00

Gift — Sister of Spouse — nit to Spouse — $4,800.00

Agreement — 1995 — Steve C. Jones & Georgia Judicial Retirement System, Pension upon age 60 and minium of 10 years of service

Agreement — 1978 — Steve C. Jones & Umitied Government of Athens-Clarke County, Georgia, Pension upon retirement at age 62, with eligibility for receipt of early benefits age 56.

Liability — Wells Fargo — Mortgage on rental property #1 (Athens, GA. part VIL, line

Liability — Wells Fargo — Mortgage on rental property #2 (Athens, GAL); Part VII, Line 2

Liability — SoFi — Personal Loan- creditor

Reimbursement — Ith Circuit Judicial ) Conference — 05-01-2018 to 05-05-2018 — Pomte Vedra, Flonda — Judicial Conference — Transportation, Meals & Hotel

Reimbursement — Sentencing Commission Conference — 06/20/2018 to 06/23/2018 — Sun Francisco, Califorma — Sentencing Guidelines — Transportation, Meals, Hotel

Reimbursement — IDastrict Retreat — 10/24/2018 to 1026/2018 — Adairsville, Georgia — Educational — Transportation, Meals, Hotel

Income — 2018 — Unified Government of Athens-Clarke County, Georgia, fixed benefits from vested pension plan. — S11.641.00

Spouse's income — 2018 — Self-Employed Seamstress

Spouse's income — 2018 — Clarke County School District{ Retirement Compensation)

In Part VIL, line 7, the CD matured and the money was transferred to the IRA #2 at Synovus Bank.

In Part VII, line 26, Synovus Account is a checking account which pays no interest.

My term us a Board Member for the Athens Community Foundation ended.

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