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.