Tom Stewart Lee

2012Annual

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Pull out the substance of this filing.

What was filed

  • 45

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Tom S. Lee Family Limited Partnership
  • Director « Community Bancshares of MS, Inc

As filed

1 Municipal Ins. — Int/Div — Sold

ING NQ VAR — None

American Skandia NQ VA Prudential(name change) — None

MS O Coupon Bond — None

Eaton Vance MS Fund — Int/Div

MS Hospital EQ & FAC Bond — Interest — Sold

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

ING. NQVA — None

American Skandia NCQ) Prudential (name change) — None

Mis Hartford VA IRA — None

Land in Scott Co, MS — None

US. Ser. E. Bonds — None

Phoenix Life — None

Community Bancshares of MS — Interest

ING V IRA — None

Hartford VA NQ — None

ING VA IRA — None

Franklin Income — Int/Div

ABB Limited — None — Sold

VK C&S Municipal — Int/Div

FT Municipal — Int/Div

VK C&S Municipal — Int/Div

Thomburg Income Builder — Int/Div

FT Corp. Strength — Int/Div

Thomburg Income Builder — Int/Div

FT Municipal Ins. — Int/Div — Sold

FT Emerging Markets — Int/Div

VK Sector Rotation — Int/Div

FT T™ Advantage — Int/Div

Claymore MPL — Int/Div

FT Global Commodities — Int/Div — Sold

FT Ins. Municipal — Int/Div — Sold

Gugg GLB Div & GRW 1 CA MO (changed name)Gugg Tact High Div — Int/Div

VK INFLATION HEDGE 1 ca — Int/Div — Sold

GLGG GLOBAL HIGH DIV — Int/Div

VK INFLATION HEDGE — Int/Div — Sold

EV STR. INCOME A — Int/Div

FT Smid High Div — Int/Div — Buy

FT Lovered Call — Int/Div — Buy

RS Floating Rate — Int/Div — Buy

FT Smid High Div — Int/Div — Buy

FT Lovered Call — Int/Div — Buy

Gugg Ban AC Commodity — Int/Div — Buy

RS Floating Rate — Int/Div — Buy

S10.

General Parmer, Tom S. Lee Family Limited Partnership

Agreement — 2012 — State Employee Pension Fund: pension upon retirement age 65

Spouse's income — 2012 — Director « 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 Family Limited Partnership are listed in Section VII.

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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