Charles A. Pannell jr

2010

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Pull out the substance of this filing.

What was filed

  • 69

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Note
  • Note I
  • Trust No. 1
  • Association of County Commissioners of Georgia Pension Trust
  • Teachers Retirement System of Georgia

As filed

Timberland, McDuffie County, Georgia, 1/3 Interest — None

Estate #1

Farm #1 Murray County, Georgia — Rent

First National Bank (Savings Accounts and CDs) — Interest

Cohutta Bank Account — Interest

IRA #1

STI — Int/Div

Goldman Sachs, Insured Cash Acct — Interest

American Funds Growth Fund of America AGTHX — Int/Div

IRA#2

IRA#2 — Int/Div — Closed — Note

Sovereign Bank Insured Cash Account — Interest — Closed

Brokerage Account #1

Synovus, Common Stock (SNV) — Int/Div — Quarter]

TSYS — Int/Div

Federated MOISS (QFMOQ) — Int/Div — Buy

Brokerage Account #2

American Funds - Investment Company of America — Int/Div — Buy

American Funds - Growth Fund of America — Int/Div — Buy

American Funds - Small Cap World Fund — Int/Div

American Funds - New World Fund — Int/Div

American Funds - EUPAC — Int/Div

American Funds Bond Fund of America — Int/Div — Sold (part)

American Funds High Income (AHITX) — Int/Div — Buy

Brokerage Account #3

FDRXX — Int/Div — Buy

Money Market, Fidelity Investments — Interest

Tyson Foods (TSN) — Int/Div — Buy

Roth IRA #1

LSI — None

Roth IRA #2 — Interest

Farm #2, Murray County, Georgia, limited interest — None

Trust #1

Suntrust Bank (money market and checking) — Interest

House, Fulton County, Georgia — None

Farm #2, Murray County, Georgia partial ownership — Rent

Timberland, Murray County, Georgia — None

Social Security — None — Note I

Cohutta Checking Acct — Interest

Rollover IRA

JP Morgan US Gov. MMKT fds — Interest

TR Price Growth Stk PRGFX — None — Sold

Brandywine Blue FD BLUEX — None — Sold

Artisan FDs, Small Cap ARTVX — None — Sold

Alliance Bemstein Intl Value ABIYX — None — Sold

Metro West FDs Bond Fund MWLIX — Int/Div — Sold

Loomis Sayles St. Income High Yield Bond NEFZX — Int/Div

Mainstay Funds High Yield Bond MHYIX — Int/Div

Vanguard Fixed Income SEC Fd GNMA VFIIX — Int/Div

Baron Asset FD Growth BGRFX — None — Sold

Dodge & Cox Inc. FD DODIX — Int/Div — Sold (part)

Oppenheimer DVLP MKTS ODVYX — Int/Div — Sold

Artisan FDs, Mid Cap ARTQX — None — Sold

Allizanz Funds NFJ ANJIX — Buy

Allizanz Funds NFJ ANJIX — Int/Div — Sold

Blackrock Funds BMCIX — Buy

First Amem Inut FDs FARCX — Buy

First Amem Inut FDs FARCX — Int/Div — Sold

Janus Investment Fund JIMCVX — Buy

Janus Investment Fund JIMCVX — None — Sold

Janus Investment Fund JATTX — Buy

Janus Investment Fund JATTX — None — Sold

Prudential Short Term — Int/Div — Buy

Thomburg Investment Trust TGVIX — Buy

Suntrust Banks STI — Int/Div — Note

Wachovia Savings Account — Interest

Com Trust Fed. C. U (formerly Murray County Fed. CU.) (y)

Cohutta Bank Checking and MMKT — Interest

Associated Credit Union Money Market — Interest

Power of Attorney, Trust No. 1

Income — 2010 — Association of County Commissioners of Georgia Pension Trust — $1,347.72

Spouse's income — 2010 — Teachers Retirement System of Georgia

Part I. Positions: Further clarification to Answer 2 "Operator".

This is a one-man operation on estate #1 property. I have had cattle. During this reporting period, I cut hay on shares with third parties. Sold my share to Pleasant

Valley Farms ( $1,750.00), Matthew Harris ($545.00), Webb Farms ($795.00)

Part II. Agreements: I am leaving this blank since part III discloses the payments for prior state service. There is no control of investments.

Part VII. INVESTMENTS AND TRUSTS

Lines 12 and 73: On July 14, 2010, IRA Account #2 was transferred into Rollover IRA Account. IRA Account #2 closed on July 14, 2010.

Lines 39 and 42: This is fixed retirement income. I have control by power of attorney. No value past the death of the beneficiary. (Per instruction VII, Para. C.

Income, page 45.)

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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