Tom Stewart Lee
2018
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Pull out the substance of this filing.
What was filed
69
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Tom S. Lee Family Limited Partnership
- Advisory Board of Community Bancshares of MS, Inc
As filed
His Nationwide VA (H)
Managed Risk Asset Allocation — None
HisIRA (H)
New World — Int/Div — Buy
Bond Future of America — Int/Div
Capital Income Builder — Int/Div
Credit Suisse Floating Rate — None — Sold
Growth Fund of America — Int/Div
Goldman Sachs Small Cap Growth — Int/Div
Inter. Bond Fund of America — Int/Div
Investment Company of America — Int/Div
Smallcap World — Int/Div
Washington Mutual Investors — Int/Div
His. Rev. Trust (H)
New World — Int/Div — Buy
Bond Fund of America — Int/Div
Capital Income Builder — Int/Div
Credit Suisse Floating Rate — None — Sold
Growth Fund of America — Int/Div
Goldman Sachs Small Cap. Growth — Int/Div
Inter. Bond Fund of America — Int/Div
Investment Co. of America — Int/Div
Small Cap. World — Int/Div
Washington Mutual — Int/Div
His FLP(H)
New World — Int/Div — Buy
Bond Fund of Amenca — Int/Div
Capital Income Builder — Int/Div
Credit Suisse Floating Rate — None — Sold
Growth Fund of America — Int/Div
Goldman Sachs Small Cap Growth — Int/Div
Inter. Bond Fund of America — Int/Div
Investment Co. of America — Int/Div
Small Cap. World — Int/Div
Washington Mutual — Int/Div
Her IRA (H)
Franklin Income — Int/Div
Templeton Global Balanced — Int/Div
Her Rev. Trust (H)
New World — Int/Div — Buy
Bond Fund of Amenca — Int/Div
Capnal Income Builder — Int/Div
Credit Suisse Floating Rate — None — Sold
Growth Fund of America — Int/Div
Goldman Sachs Small Cap. Growth — Int/Div
Inter. Bond of Amenca — Int/Div
Investment Co. of America — Int/Div
Small Cap. World — Int/Div
Washington Mutual — Int/Div
Her VOYA VA (H)
Invesco Equity and INcome — None
Her VOYA VAIL {H)
Invesco Equity and Income — None
His VOYA VA (H)
Invesco Equity & Income — None
Her Prudential VA (H)
Lord Abbett Core Fixed Income — None — Sold
Wellington Hedged Equity — None
Advanced Strategies Portfolio — None
Western Core Plus Bond — None
His Prudential VA (H)
Lord Abbett Core Fixed — None — Sold
Wellington Hedged Equity — None
Advanced Strategies Portfolio — None
Western Core Plus Bond — None
Shares of Community Bancshares of MS, Inc. — Int/Div
Land in Scott County, MS — None
Phoenix Life (Whole Life) — None
Community Bancshares of MS accounts — Interest
General Partner, Tom S. Lee Family Limited Partnership
Agreement — 2018 — State Employee Pension Fund; pension upon retirement age 65
Spouse's income — 2018 — Advisory Board of Community Bancshares of MS, Inc
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.