Mark Steven Davis
2019
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Pull out the substance of this filing.
What was filed
42
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Virginia Retirement System/retirement benefits
- BB&T retirement
As filed
Wells Fargo Account — Interest
Towne Bank Account — Interest
BB&T Bank Account — Interest
Nationwide Life Insurance Whole Life Policy — Dividend
Lincoln National Variable Annuity (H)
American Funds Growth & Income Fund — Dividend
IRA #1 (H)
T. Rowe Price Equity Income Fund — Dividend
T. Rowe Price International Discovery Fund — Dividend
T. Rowe Price New America Growth Fund — Dividend
T. Rowe Price New Horizons Fund — Dividend
T. Rowe Price Small Cap Value Fund — Dividend
T. Rowe Price Spectrum International Fund — Dividend
T. Rowe Price Government Money Fund — Dividend
IRA #2 (H)
T. Rowe Price New America Growth — Dividend
IRA #3 (H)
T. Rowe Price New Horizons Fund — Dividend
T. Rowe Price Small Cap Value Fund — Dividend
T. Rowe Price Government Money Fund — Dividend
Retirement #1 (H)
Deposit Account (BB&T) — Dividend
Sterling LCV al Divid. — Dividend
Fidelity Contrafund — Dividend — Buy (add'l)
Legal & General S&P 500 — Dividend
Sterling Mid-Cap Value — Dividend — Sold
Vanguard Mid-Cap Value — Dividend — Buy
Sterling Special Opps Equity — Dividend
T. Rowe Price Inst. Mid-Cap Equity Gro Fund — Dividend
American Europacific Gr — Dividend
BB&T Stock — Dividend — Donated (part)
Raymond James Financial Services (H)
Capital Income Builder Fund Class A- American Funds M/F — Dividend — Donated
Fundamental Investors Fund Class A- American Funds M/F — Dividend — Donated
Growth Fund of America Class A- American Funds M/F — Dividend — Donated
Income Fund of America Class A- American Funds M/F — Dividend — Donated
Smallcap World Fund Class A-American Funds M/F — Dividend — Donated
Trust #1 (H)
T. Rowe Price Virginia Tax Free Bond #1 — Dividend
Federated Virginia Muni Money Market — Dividend
Virginia 529 #1, Stock Index — Dividend — Buy (add'l)
Virginia 529 #2, Stock Index — Dividend — Buy (add'l)
Agreement — 2003 — Virginia Retirement System (reflects continued assets in VRS from service as Virginia judge from 2003-2008)
Income — 2019 — Virginia Retirement System/retirement benefits — $12,282.84
Spouse's income — 2019 — BB&T retirement
VII. INVESTMETS and TRUSTS
Line 30 - American Europacific Gr is correctly identified in this report as an investment under "Retirement #1 (H)." The 2018 Financial Disclosure Report did not
include the necessary hyphen to correctly identify the investment as part of the Retirement #1 heading.
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.