Tom Stewart Lee
2019
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Pull out the substance of this filing.
What was filed
63
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Tom S. Lee Family Limited Partnership
- Advisory Board of Community Bancshares of MS, Inc.
As filed
His Nationwide VA (H)
Managed Risk Asset Allocation — None
His IRA (H)
New World — Dividend
Bond Fund of America — Dividend
Capital Income Builder — Dividend
Growth Fund of America — Dividend
Goldman Sachs Small Cap Growth — Dividend
Inter. Bond Fund of America — Dividend
Investment Company of America — Dividend
Smallcap World — Dividend
Washington Mutual Investors — Dividend
His. Rev. Trust (H)
New World — Dividend
Bond Fund of America — Dividend
Capital Income Builder — Dividend
Growth Fund of America — Dividend
Goldman Sachs Small Cap. Growth — Dividend
Inter. Bond Fund of America — Dividend
Investment Co. of America — Dividend
Small Cap. World — Dividend
Washington Mutual — Dividend
His FLP (H)
New World — Dividend
Bond Fund of America — Dividend
Capital Income Builder — Dividend
Growth Fund of America — Dividend
Goldman Sachs Small Cap Growth — Dividend
Inter. Bond Fund of America — Dividend
Investment Co. of America — Dividend
Small Cap. World — Dividend
Washington Mutual — Dividend
Her IRA (H)
Franklin Income — Dividend
Templeton Global Balanced — Dividend
Her Rev. Trust (H)
New World — Dividend
Bond Fund of America — Dividend
Capital Income Builder — Dividend
Growth Fund of America — Dividend
Goldman Sachs Small Cap. Growth — Dividend
Inter. Bond of America — Dividend
Investment Co. of America — Dividend
Small Cap. World — Dividend
Washington Mutual — Dividend
Her VOYA VA (H)
Invesco Equity and INcome — None
Her VOYA VA II (H)
Invesco Equity and Income — None
His VOYA VA (H)
Invesco Equity & Income — None
Her Prudential VA (H)
Wellington Hedged Equity — None
Advanced Strategies Portfolio — None
Western Core Plus Bond — None
His Prudential VA (H)
Wellington Hedged Equity — None
Advanced Strategies Portfolio — None
Western Core Plus Bond — None
Shares of Community Bancshares of MS, Inc. — Dividend
Land in Scott County, MS — None
Phoenix Life (Whole Life) — None
Community Bancshares of MS accounts — Interest
General Partner, Tom S. Lee Family Limited Partnership
Agreement — 2019 — State Employee Pension Fund; pension upon retirement age 65
Spouse's income — 2019 — Advisory Board of Community Bancshares of MS, Inc.
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.