# Mark Steven Davis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/21644

## Record

- **Judge:** Mark Steven Davis
- **Year:** 2010
- **Pages:** 16

## Text

Nationwide Life Insurance Whole Life Policy — None
Lincoln National Annuity — Int/Div
IRA #1 — Int/Div
UBS Pace Money Market Investment Fund Class P
PIMCO Total Retum Fund Class A (See Part VIII)
lvy Asset Strategy Fund Class A
Blackrock Inflation Protected Bond A
Delaware Diversified Income Fund Class A
FT Templeton Global Bond A
FT-Franklin US Gov't Sec A
PIMCO Investment Grade Corporate Bond Fund Class A
JP Morgan Highbridge Stat Market Neutral Fund A
Rydex/SGI Managed Futures Strategy Fund A
Blackrock Global Allocation Fund Inc. A
Oakmark Equity & Income Fund Class
Towne Bank Account (X) — Intercst
Mctlife Whole Life Policy (X) — None
Roth IRA — Int/Div
American Funds New Perspective Fund-A
BB&T Bank Acccount (X) — Int/Div
BB&T(CD)(X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
Fidelity Magellan IRA (X) — Interest
Vanguard Windsor II Fund Inv (X) — Int/Div
Vanguard Prime Money Market Fund (X) — Int/Div
BB&T401(k)(X) — Int/Div
BB&T Select Equity Fd Cl
Vanguard Institutional Index
BB&T Mid-Cap Value
BB&T Mid Cap Growth
BB&T Intl Equity
BB&T Special Opps Equity
BB&T Common Stock Fund
BB&T Non-Qualified Plan (X) — Int/Div
Colonial REMIC, LLC, an indirect subsidiary of BB&T Corp (X) — Int/Div
Walmart stock (X) — Int/Div — Sold
Bank of America stock (X) — Int/Div — Sold (part)
BB&T stock (X) — Int/Div
BB&T Stock Options (X) — None
BB&T Stock Options (X) — R — v er — Reporting Period 01/01/2010 to 12/31/2010
Nationwide Life Insurance Whole Life Policy — None
Lincoln National Annuity — Int/Div
IRA #1 — Int/Div
UBS Pace Money Market Investment Fund Class P
PIMCO Total Return Fund Class A (See Part VIII)
lvy Asset Strategy Fund Class A
Blackrock Inflation Protected Bond A
Delaware Diversified Income Fund Class A
FT Templeton Global Bond A
FT-Franklin US Gov't Sec A
PIMCO Investment Grade Corporate Bond Fund Class A
JP Morgan Highbridge Stat Market Neutral Fund A
Rydex/SGI Managed Futures Strategy Fund A
Blackrock Global Allocation Fund Inc. A
Oakmark Equity & Income Fund Class
Towne Bank Account — Interest
Metlife Whole Life Policy — None
Roth IRA — Int/Div
American Funds New Perspective Fund-A
BB&T Bank Acccount (X) — Int/Div
BB&T (CD) (X) — Interest
BB&T(CD)(X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
BB&T (CD) (X) — Interest
Fidelity Magellan IRA (X) — Interest
Vanguard Windsor II Fund Inv (X) — Int/Div
Vanguard Prime Money Market Fund (X) — Int/Div
BB&T401(k) (X) — Int/Div
BB&T year BIC
BB&T Select Equity FA Cl 1
Vanguard Institutional Index
BB&T Mid-Cap Value
BB&T Mid Cap Growth
BB&T Int'l Equity
BB&T Special Opps Equity
BB&T Common Stock Fund
BB&T Non-Qualified Plan (X) — Int/Div
Colonial REMIC, LLC, an indirect subsidiary of BB&T Corp (X) — Int/Div
Walmart stock (X) — Int/Div — Sold
Bank of America stock (X) — Int/Div — Sold (part)
BB&T stock (X) — Int/Div
BB&T Stock Options (X) — None
Visitor, Regent University School of Law Board of Visitors, an advisory board to 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)
VII. Investments and Trusts.

#5 - PIMCO total Return Fund Class A was reported as "Sold" on the 2009 Financial Disclosure Report. However, this fund was only partially sold in 2009 so it

appears on this report.

#18 - Roth IRA American Funds was inadvertently omitted from the 2009 Financial Disclosure Report. The value codes fpr 2009 were the same as for this

reporting period.

#46 - These are stock options that have not been exercised.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21644. Public record. Not legal advice.