Tom Stewart Lee

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 56

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Tom 8. Lee pu Limited Partnership
  • Advisory Board of Community Bancshares of MS, Inc

As filed

4 ING NQ VAR (name change) VOYA NQ VA — None

American Skandia NQ VA (name change) Prudential NQ VA — None

Shares of Community Banschares of MS, Ing. — Int/Div

ING. NQ VA (name change) VOYA NQ VA — None

American Skandia NQ VA (name change) Prudential NO VA — None

His Hartford VA IRA — None — Sold

Land in Scott Co. MS — None

US. Ser. E. Bonds — None

Phoenix Life — None

Community Bancshares of MS accounts — Interest

ING V IRA — None — Sold

ING VA IRA (name change) VOYA IRA VA — None

FT Municipal — Int/Div — Sold

FT Capitol Strength — Int/Div

FI Emerging Markets — Int/Div — Sold

Sector Rotation (name change) Invesco — Int/Div

FT T™ Advantage — Int/Div — Sold

FT Smid High Div — Int/Div

FI Covered Call — Int/Div

FT Smid High Div — Int/Div

FT Covered Call — Int/Div

Gugg Ban AC Commodity — Int/Div — Sold

FT Euro Deep Value — Int/Div

FT Deep Value — Int/Div

FT Cap Str. Buy Write — Int/Div

Gugg Zacks Inc — Int/Div

Gugg Zacks Inc — Int/Div

Thomburg Str. Inc — Int/Div

FT Euro Deep Value — Int/Div

F1 Deep Value — Int/Div

FT Cap Str. Buy Write — Int/Div

Gugg MLP & Energy — Int/Div

Gugg Zacks Inc — Int/Div

Gugg Zacks Inc — Int/Div

Gugg Zacks Inc — Int/Div

Thomburg Str. Inc — Int/Div

Templeton Global Bal — Int/Div

F1 Euro Deep Value — Int/Div

FT Deep Value — Int/Div

Gugg Zack Inc — Int/Div

Thomburg Str. Inc — Int/Div

Nationwide VA-NA — None

AAM Blue Chip — Int/Div — Buy

AAM Global Dividend — Int/Div — Buy

FT RB Global Div. Kings — Int/Div — Buy

Principal Global Diversified — Int/Div — Buy

Gugg Zack, Inc — Int/Div — Buy

Thomburg Str. Inc — Int/Div — Buy

Gugg Euro Dividend — Int/Div — Buy

Principal Global Diversified — Int/Div — Buy

FT RB Global Div. Kings — Int/Div — Buy

Gugg Euro High Div — Int/Div — Buy

Gugg MLP & Energy — Int/Div — Buy

Eaton Vance Short Str. Inc — Int/Div — Buy

Principal Global Div — Int/Div — Buy

Principal Global Div — Int/Div — Buy

General Parmer, Tom 8. Lee pu Limited Partnership

Agreement — 2014 — State Employee Pension Fund: pension upon retirement age 65

Spouse's income — 2014 — Advisory Board of Community Bancshares of MS, Inc

Practically all of my annuities, mutual fund secounts, stocks and bonds are held in my LPL Financial Account.

The proceeds of all sales and redemptions shown in this Report were received in that account and all funds for purchases

were disbursed from that account.

All of the assets owned by the Tom S. Lee JI Limited Partnership are listed in Section V1.

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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Tom Stewart Lee | Frix