Charles Lynwood Smith jr

2008

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Charles Lynwood Smith jr | Frix