M. Stephen Hyles

2014Annual

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What was filed

  • 30

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • American Express
  • VISA
  • Greystone Properties - Salary
  • Morgan Stanley Smith Bamey, LLC - IRA Distribution
  • l'eachers Retirement System of Georgia - Retirement

As filed

Columbus Bank & Trust Account — None

IRA#) — Int/Div

Citibank NA Bank Deposit Program

General Electric Co (common) — Sold

Synovus Financial Corp {common) — Sold

Total System Services Inc (common) — Sold

American Fund American Balanced Fund CI C(BALCX) — Sold (part)

American Fund American Balanced F1 {BALFX) — Sold

Calamos Growth Fund Cl A (CVGRX) — Sold

American Fund Capital Income Builder Fund C1 C(CIBCX) — Sold

First Eagle Global Fund C1 C (FESGX) — Sold (part)

Legg Mason OPPort Tr Cl C (LMOPX) — Sold

Legg Mason Clearbridge Fundamental All Cap C1 C (SFVCX) — Sold

Olstein All Cap Value Fund C1¢ {OFALX) — Sold

IRA #2 — Ine

Citibank NA South Dakota Bank Deposit Program — Sold (part)

Path2College 529 Plan #1, Managed Allocation. No Control — Int/Div — Buy (add'l)

Path2College 529 Plan #1, Managed Allocation. No Control — Buy (add'l)

Path2College 529 Plan #1, Managed Allocation. No Control — Buy (add'l)

Path2College 529 Plan #2, Managed Allocation. No Control — Int/Div — Buy (add'l)

Path2College 529 Plan #2, Managed Allocation. No Control — Buy (add'l)

Path2College 529 Plan #2, Managed Allocation. No Control — Buy (add'l)

Path2College 529 Plan #3, Managed Allocation, No Control — Int/Div — Buy (add'l)

Path2College 529 Plan #3, Managed Allocation, No Control — Buy (add'l)

Path2College 529 Plan #3, Managed Allocation, No Control — Buy (add'l)

Path2College 529 Plan #4, Managed Allocation. No Control — Int/Div — Buy (add'l)

Path2College 529 Plan #4, Managed Allocation. No Control — Buy (add'l)

Path2College 529 Plan #4, Managed Allocation. No Control — Buy (add'l)

IRA £3 (X) — Int/Div

Wells Fargo Advisors Bank Deposit Program — Interest — Buy

Liability — American Express — Credit Card

Liability — VISA — Credit Card

Spouse's income — 2014 — Greystone Properties - Salary

Spouse's income — 2014 — Morgan Stanley Smith Bamey, LLC - IRA Distribution

Spouse's income — 2014 — l'eachers Retirement System of Georgia - Retirement

Part VIL. Investments and Trusts. Lines 17 through 28, Path2College529 Plans. These four 529 Plans are set up where Judge and Mrs. Hyles have no control as far

as what the plans invest in

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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M. Stephen Hyles | Frix