Kimberly A. Swank

2012Initial

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Pull out the substance of this filing.

What was filed

  • 53

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • NC Conference of Bar Presidents, NC State Bar
  • Parent Service Association, The Oakwood School
  • Cub Scout Pack 999
  • Wells Fargo Mortgage
  • First Citizens Bank & Trust
  • UHS of Eastern Carolina, Inc... d/b/a Vidant Health - salary
  • UHS of Eastern Caroling, Inc. d/b/a Vidant Health - salary

As filed

State Employees’ Credit Union accounts — Int/Div — Exempt

PNC Bank account — Interest — Exempt

Rental Property, Greenville NC (2001 $280,000) — Rent — Exempt

Brokerage Acct #1 (IRA) (H)

AFS Int'l Growth & Inc Fund — Int/Div — Exempt

Alger SMid Cap Growth — Int/Div — Exempt

Delaware Select Growth Fund — None — Exempt

Dreman Contrarian High Opportunity Fund — Int/Div — Exempt

Eaton Vance Large Cap Value — Int/Div — Exempt

Goldman Sachs Commodity Strategy Fund Inst! — Int/Div — Exempt

Harbor Capital Appreciation Fund Inst'l Class — Int/Div — Exempt

Harbor Intl Fund Inst] Class — Int/Div — Exempt

Harbor Intl Growth Fund Inst] Class — None — Exempt

Hotchkis & Wiley Mid Cap Value Fund — Int/Div — Exempt

Invesco Growth & Inc Fund — Int/Div — Exempt

John Hancock Classic Value Fund — Int/Div — Exempt

John Hancock Disciplined Value Mid Cap Fund — Int/Div — Exempt

JP Morgan Fed Money Mkt Fund Inst] Class — Int/Div — Exempt

Lazard Developing Mkts Equity Fund — Int/Div — Exempt

Mamnstay Comerstone Growth Fund — Int/Div — Exempt

Mamstay Icap Intl Fund — Int/Div — Exempt

Morgan Stanley Instl Global Real Estate — Int/Div — Exempt

Munder Ser Tr Munder Veracity Sm Cap Value Fund — Int/Div — Exempt

Oppenheimer Intl Growth Fund — Int/Div — Exempt

Pioneer Fund — Int/Div — Exempt

Rainier Mid Cap Equity Fund Inst] — None — Exempt

RS Emerging Markets Fund — Int/Div — Exempt

Sentinel Common Stock Fund — Int/Div — Exempt

TT Rowe Price Intl Stock Fund — Int/Div — Exempt

Tumer Large Growth Fund — Int/Div — Exempt

ING Index Plus LargeCap Portfolio — None — Exempt

Investment Co of America Fund Class A — Int/Div — Exempt

Brokerage Acct #2 (H)

Col Mid Cap Value 2 — Int/Div — Exempt

Fidelity Balanced Fund — Int/Div — Exempt

Fidelity Magellan Fund — None — Exempt

Invesco Comstock Fund Class A — Int/Div — Exempt

Touchstone Mid Cap Value Instl Class — Int/Div — Exempt

T Rowe Price Blue Chip Growth Fund — Int/Div — Exempt

Brokerage Acct #3 (H)

ABBV — Int/Div — Exempt

ABBV — Int/Div — Exempt

CSCO — Int/Div — Exempt

CSCO — Int/Div — Exempt

CSCO — None — Exempt

MSFT — Int/Div — Exempt

Junus Enterprise Fund JAENX — Int/Div — Exempt

Old Mut Advisors FDS 11 OBFVX — None — Exempt

Vanguard 500 Index Fund VFINX — Int/Div — Exempt

Touchstone Strategic Tr Focused Fund TFFY NX — Int/Div — Exempt

JP Morgan Tr 1 Liquid Assets Money Market JLEXX — Int/Div — Exempt

Equitable Variable Life — Interest — Exempt

NC 529 Plan, Growth Portfolio & Moderate Growth Portfolio — None — Exempt

Executive Committee Member, NC Conference of Bar Presidents, NC State Bar

Treasurer, Parent Service Association, The Oakwood School

Committee Member, Cub Scout Pack 999

Liability — Wells Fargo Mortgage — Mortgage on Rental Property, Greenville NC (Pt VII, line 3)

Liability — First Citizens Bank & Trust — Credit line on Rental Property, Greenville NC (Pt VII line 3)

Spouse's income — 2012 — UHS of Eastern Carolina, Inc... d/b/a Vidant Health - salary

Spouse's income — 2011 — UHS of Eastern Caroling, Inc. d/b/a Vidant Health - salary

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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Kimberly A. Swank | Frix