Steve CarMichael Jones

2015Annual

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Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 6

    positions

  • 4

    gifts

  • 1

    agreements

  • 3

    debts

  • 5

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Umiversity of Georgia Board of Visitors
  • University of Georgia Athletic Board
  • University of Georgia Foundation
  • Athens Academy
  • Athens Area Commumty Foundation
  • National Football Foundation, UGA Hall of Fame Chapter
  • Umversity of Georgia
  • University of Georgia
  • Wells Fargo
  • Athens First Bunk & Trust
  • Institute of Contimuimg Legal Education, GA.
  • American Bar Associaton
  • Department of Justice
  • Lan of Court
  • Unified Government of Athens-Clarke County, GA, fixed benefits from vested pension plan
  • self-emploved scamstress
  • Clarke County School District (retirement compensation )

As filed

rental property 21, Athens, GA — Rent

rental property 22, Athens, GA — Rent

rental property # 3, Compton, CA — Rent

rental property #4, Compton, CA — Reat

Athens First IRA (cd holdings) — Interest

rental property #5, Athens, GA. (X) — Rent

Commercial Bank -- CD — Int/Div

IRAZI — Interest

VALIC Stock Index Fund (VSTIX)

Vanguard Windsor [1 (VWNFX)

VALIC Mid Cap Index Fund (VMIDX)

VALIC Small Cap Value Fund (VCSVX)

VALIC Int'l Equities Fund (VCIEX)

VALIC Fixed Account Plus

Vanguard LT Inv. Grade Fund (VWESX)

VALIC Science & Technology Fund

Clarke Co. Bd. of Ed. 457 Plan - 100 % Fixed Account Plus Fund — Interest

ING RehaStar - Annuity (now VOY A Financial) — Interest

Invesco American Franchise Fund, Class € VAFCX — Int/Div

IRA #2 — Int/Div

Invesco - convertible securities

BlackRock Strategic, Inc

Fidelity Advisor Strategic, Inc

Fidelity Cash Reserves

PIMCO Income Fund CL C

lvy High Income CL

JPMorgan Income Builder Fund Class C

American Capital Income Builder CL C

Franklin Rising Dividends Class C

Fidelity Advisor New Insights CL C

Total Systems Services--common stock — Int/Div — Sold

Synovus Financial Corp.--common stock — Int/Div — Sold

Board Member, Umiversity of Georgia Board of Visitors

Bowrd Member, University of Georgia Athletic Board

Managing Trustee, University of Georgia Foundation

Member (ex officio), Board of Trustees, Athens Academy

Director, Athens Area Commumty Foundation

Advisory Board Member, National Football Foundation, UGA Hall of Fame Chapter

Gift — Umversity of Georgia — Taxslayer Bowl Game Tickets — $200.00

Gift — University of Georgia — NCAA 2015 Basketball Championship Tickets — $200.00

Gift — Umversity of Georgia — 2015 Football Season Tickets — $630.00

Gift — Umversity of Georgia — Bullova Leather Bund Watch ( UGA Athletic Board) — $1110.00

Agreement — 1995 — Steve C. Jones & Georgia Judicial Retirement Systems, pension upon age 60 and minimum of 10 years of service

Liability — Wells Fargo — mortgage on rental property #1 (Athens, Georgia, Part VII, line 1)

Liability — Wells Fargo — mortgage on rental property #2 (Athens, Georgia, Part VII, line 2)

Liability — Athens First Bunk & Trust — line of credit (unsecured)

Reimbursement — Institute of Contimuimg Legal Education, GA. — 05/22/2015 05/23/2015 — Ameha Island, Flonda — Presentation on the Hague Convention — trunsportation, meals, hotel

Reimbursement — American Bar Associaton — 04/15/2015 04/17/2015 — New Orleans, LA — Panelist for Lingation Section — trunsportation, hotel, meals

Reimbursement — Department of Justice — 01/122015 01/15/2015 — Columba, South Carolina — Framing & Evaluations — transportation, meals, hotel

Reimbursement — Lan of Court — 04/1072015 4112015 — Adairsville, Georgia — Panelist for Patent Litigation — transportation, meals, hotel

Reimbursement — Umversity of Georgia — 127302015 01/02:2016 — Jacksonville, Florida — Taxslayer Bowl Game — trunportation, meals, hotel

Income — 2015 — Unified Government of Athens-Clarke County, GA, fixed benefits from vested pension plan — $11.496.00

Spouse's income — 2015 — self-emploved scamstress

Spouse's income — 2015 — Clarke County School District (retirement compensation )

Part VI, Item 1, The Chase Bank Mortgage was refinanced through Wells Fargo.

Part VII, Item 19, The VOY A Financial is a fixed rate annuity.

Part VII, Item 32, On August | 1, 2014, the Morgan Stanley D W was redeemed and Fidelity Advisor was purchased with the funds on August 26, 2014,

Part V, 1 inadvertently failed tw include in my 2014 Financial Disclosure the following gift: University of Georgia, Belk Bowl Game Tickets, $170.00,

Part V1 1 inadvertently failed to include in my 2014 Financial Disclosure the following reimbursement: University of Georgia, 12/3022014, Charlotte, N.C.

transportation, meals, hotel.

Part I, Item 1, My term as Immediate Past President ended,

Part 1, tem 7, 1 am no longer on the Board.

Part V, 1 inadvertently failed tw include in my 2014 Financial Disclosure Season Football Tickets from the University of Georgia (Valued at $630.00),

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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Steve CarMichael Jones | Frix