Charles Lynwood Smith jr
2008
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Pull out the substance of this filing.
What was filed
27
investments
1
positions
0
gifts
2
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Lew) ~ ped bagued —
- Citibank
- Regions Bank
- Madison County, Alabama Commission - Salary
As filed
Easy Street Investors Corp. — None
Davis Selected - Large Cap - Money M anager Acct
Johnson & Johnson —————— 25. - United Healthcare Corp (formerly United health Group Inc)
Pepsico, Inc.
First Horizon Nat. Corp (formerly First Tenn.Nat.Corp)
Cisco Systems, Inc
Exxon Mobil Corp
Alliant TechSystems, Inc
St. Joe Company
United Technologies Corp.
Lowe's Companies, Inc
Principal Financial Group
Adtran, Inc
Calamos Strategic TR Fund
Calamos Money Manager Account
Sprint NexTel Corp.
Schwab Charles Copr New
Syntroleum Corp. — Buy (add'l)
Cardiac Science Corp.
Alpine Total Dynamic
Calamos Global Dynamic
Calamos International
Colonial BancGroup Inc — Buy
Education IRA No. 1
CitiBank NA Bank Deposit (formerly SB Money Funds) — Interest
Coca Cola Bottling Co — Int/Div
Adtran, Inc. — Int/Div
2, Lew) ~ ped bagued —
Agreement — 1.1981 — Judicial Retirement Fund of Alabama (Retirement fund of former employer, State of Alabama), no control
Agreement — 2.1981 — Madison County, Alabama Retirement Fund (Retirement fund of former employer, Madison County), no control
Liability — Citibank — Credit Card
Liability — Regions Bank — Credit Card
Spouse's income — 2007 — Madison County, Alabama Commission - Salary
Part VI, page 4, lines 10 through 15:
Each of the assets listed on lines 11 through 15 are held in an Internal Revenue Service § 457(b) deferr
ed compensation plan account sponsored by (i IP
employer, the Madison County,
Alabama Commission, and administered by an entity formerly known as the "Public Employees’ Benefit Services Corporation
" in partnership with the National Association of Counties (NACo). See 26 U.S.C. § 457.
(PEBSCO)," but now known as "Nationwide Retirement Solutions
By means of a letter dated May 15, 2008, and addressed to Judge Ortrie D. Smith as Chair of the Committee on
Financial Disclosures, I requested (and was
ormation concerning the assets presently listed on lines 11 through 15 under the common heading of
subsequently granted) permission to reorganize the inf
.
§ 457(b) Deferred Comp Account," and, to li
st the assets in the same order that each fund is reported in Jill quarterly account statements. To assist
the reviewer, the following information explains where each of these assets was listed in my 2007 FDR:
—- Line 11; American Century Value Fund was listed in Part V1], page 7, at line 57 of the 2007 FDR;
-- Line 12: Fidelity Contrafund was listed in Part V1], page 4, at line 15. of the 2007 FDR;
-. Line 13: Nationwide Fixed Account was listed in Part VII, page 4, at 10 of the 2007 FDR;
-- Line 14: Nationwide Large Cap Growth Fund was listed in Part VII, page 9, at line 88 of the 2007 FDR; and
--Line 15: S & P 500 Index Fund was listed in Part VII, page 5, at line 19 of the 2007 FDR.
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.