Mark Steven Davis
2014Annual
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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.