Mark Steven Davis

2014Annual

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Pull out the substance of this filing.

What was filed

  • 47

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Regent University School of Law Board of Visitors, an advisory board to the Dean of the law school with no policy-making authority
  • BB&T Bank - salary and bonuses

As filed

Wells Fargo Account — Interest

Towne Bank Account — Interest

BB&T Bank Account — Interest

Nationwide Life Insurance Whole Life Policy — Int/Div

Lincoln National Annuity — Int/Div

IRA #) — Int/Div

T. Rowe Price Equity Income Fund

T. Rowe Price Intemational Discovery Fund

T. Rowe Price New American Fund

T. Rowe Price New Horizons Fund

T. Rowe Price Small Cap Value Fund

T. Rowe Price Spectrum International Fund

T. Rowe Price Prime Reserve

IRA #2 — Int/Div

T. Rowe Price New American Growth

TT. Rowe Price Prime Reserve

IRA #3 — Int/Div

T. Rowe Price New Honzons Fund

T. Rowe Price Small Cap Value Fund

T. Rowe Price Prime Reserve

Retirement £1 - 301(k) — Int/Div

Deposit Account (BB&T)

Sterling Select Equity Fd C1 1

Fidelity Contrafund

Vanguard Institutional Index

Sterling Mid-Cap Value

Sterling Special Opps Equity

T. Rowe Price Mid Cap Growth

Harbor International Fund

Retirement #2 — Int/Div

Deposit Account (BB&T) — Buy (add'l)

Harbor International Fund — Sold

Federated — Sold

Colonial REMIC — Int/Div

BB&T Stock — Int/Div — Buy (add'l)

BB&T Stock — Sold (part)

BB&T Stock — Sold (part)

BB&T Stock — Sold (part)

T. Rowe Price Virgmia Tax Free Bond #) — Int/Div

T. Rowe Price Virginia Tax Free Bond #2 — Int/Div — with line 19)

Virginia College Bldg Muni Bond — Interest — Redeemed

Raymond James Financial Services

Capital Income Builder Fund Class A. American Funds M/F — Int/Div

Fundamental Investors Fund Class A. American Funds M/F — Int/Div

Growth Fund of America Class A. American Funds M/F — Int/Div

Income Fund of America Class A. American Funds M/F — Int/Div

Smallcap World Fund Class A-American Funds M/F — Int/Div

Visitor, Regent University School of Law Board of Visitors, an advisory board to the Dean of 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)

Spouse's income — 2014 — BB&T Bank - salary and bonuses

Section VIL Line 16 - This money market account was listed on the 2013 Financial Disclosure Report as "sold." It should have been noted as a "partial sale” on

that report.

Section VII, Line 23 - Sterling Select Equity Fd C1 1 reported on the 2013 Financial Disclosure Report his been changed to "Sterling LCVal Divid."

Section VIL, Lines 39 and 40 - T. Rowe Price Virginia Tax Free Bond £2 was merged into T. Rowe Price Virginia Tax Free Bond #1 on July 24, 2014. The market

value of T. Rowe Price Virginia Tax Free Bond 42 on July 24, 2014 when it merged was Value Code "L." as listed on line 40. The market value of T. Rowe Price

Virginia Tax Free Bond #1 after the merger of the two bond funds was still Value Code "L," as listed on line 39.

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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Mark Steven Davis | Frix