# Tom Stewart Lee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6823

## Record

- **Judge:** Tom Stewart Lee
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 10

## Text

Mis FLP(H)
His Nationwide VA (H)
Munaged Risk Asset Allocation — None
HisIRA(H)
Advisors Disciplined Global Div. Strat — Int/Div
Advisors Blue Chip Cov. Call — Int/Div
First Trust Revo Global Div, Kings — Int/Div
Guggenheim Zacks Income — Int/Div
Invesco Bal. Div. Sustam — Int/Div — Buy
Principal Global Div. Income — Int/Div
Thomburg Investment Income — Int/Div
Thomburg Strategic Income — Int/Div
Invesco Mid Cap. Core — None — Sold
Invesco Small Cap. Core — None — Sold
His Rev. Trust (H)
First Trust Capital Strength Buy Write — Int/Div
First Trust Euro Deep Value Div — Int/Div
First Trust Deep Value Div — Int/Div
First Trust Capital Strength Buy Write — Int/Div
First Trust Smid High Dividend — Int/Div
First Trust Covered Call — Int/Div
lavesco REIT Income — Int/Div
Invesco Div. Sustam — Int/Div — Buy
Invesco Mid Cap. Core — Int/Div
Invesco Small Cap. Core — Int/Div
Principal Global Div. Income — Int/Div
Thomburg Inv. Income — Int/Div
Thomburg Str. Income — Int/Div
First Trust Cap. Str. Buy Write — Int/Div
First Trust Euro Deep Value Div — Int/Div
First Trust Deep Value Div — Int/Div
First Trust Smid High Div — Int/Div
First Trust Covered Call — Int/Div
First Trust Cap. Strength — Int/Div
First Trust Bem Global Div. Kings — Int/Div
First Trust Mum and Div. Growers — Int/Div — Buy
Guggenheim MLP & Energy — Int/Div
Invesco Div. Growth Buy Write — Int/Div
Invesco REIT — Int/Div
Invesco Div. Sustam — Int/Div — Buy
Invesco Mid Cap. Core — Int/Div
Invesco Small Cap. Core — Int/Div
Invesco Enh. Sect. Strat — Int/Div
Eaton Vance Short Duration Str. Income — Int/Div
Principal Global Diversified Income — Int/Div
PIMCO Income — Int/Div
PIMCO High Yield Mun. Bond — Int/Div — Buy
Thomburg Investment Income — Int/Div
Thomburg Strategic Income — Int/Div
PIMCO All Asset — None — Sold
Her IRA (H)
Franklin Income — Int/Div
Templeton Global Balanced — Int/Div
Her Rev. Trust (H)
First Trust Euro Deep Value Div — Int/Div
First Trust Deep Value Div — Int/Div
First Trust Cap. Strength Buy Write — Int/Div
Invesco Small Cap. Core — Int/Div
Principal Global Diversified Income — Int/Div
PIMCO High Yield Municipal Bond — Int/Div — Buy
Thomburg Investment Income — Int/Div
Thomburg Strategic Income — Int/Div
PIMCO All Asset — None — Sold
Invesco Mid. Cap, Core — None — Sold
Her VOYA VA (H)
Invesco Equity and Income — None
Her VOYA VA IL (H)
Invesco Equity and Income — None
His VOYA VA (H)
Invesco Equity & Income — None
Her Prudential VA (H)
Lord Abbett Core Fixed Income — None
Wellington Hedged Equity — None
Advanced Strategies Portfolio — None
Western Core Plus Bond — None
His Prudential VA (H)
Lord Abbett Core Fixed — None
Wellington Hedged Equity — None
Advanced Advanced Strategies Portfolio — None
Western Core Plus Bond — None
Shares of Community Bancshares of MS, Ine. — Int/Div
Land in Scott County, MS — None
US. Ser. E. Bonds (Principal plus accrued interest) — None — Redeemed
Phoenix Life (Whole Life) — None
Community Bancshares of MS accounts — Interest
General Parmer, Tom S. Lee Family Limited Partnership
Agreement — 2016 — State Employee Pension Fund: pension upon retirement age 65
Spouse's income — 2016 — Advisory Board of Community Bancshares of MS, Inc

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6823. Public record. Not legal advice.