George Ross Anderson jr

2012Annual

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What was filed

  • 99

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • 1, VIII
  • 2. VIII
  • 3. VIII
  • 4, VIII
  • 5, VIII
  • Anderson University
  • Anderson Lmversity
  • Anderson Area YMCA
  • Association for Justice

As filed

PROPERTY #1. ANDERSON. SC — None

COMMUNITY FIRST BANCORPORATION COMMON STOCK — None

THE TORONTO- DOMINION BANK COMMON STOCK — Int/Div

PARK STERLING BANK COMMON STOCK — Int/Div

PROPERTY #2. ANDERSON, SC — None

BANK OF ANDERSON ACCOUNTS — with line 7)

SCBT FINANCIAL CORPORATION ACCOUNTS — Interest

GRANDSOUTH BANCORPORATION COMMON STOCK — Int/Div

PEOPLES BANCORPORATION, INC COMMON STOCK — with line 10)

SCBT FINANCIAL CORPORATION COMMON STOCK — Int/Div

REGIONS FINANCIAL CORP. COMMON STOCK — Int/Div

FLORENCE CO. HOSPITAL BOND (4.75%) — Interest — Redeemed

MSSB IRA #1 — Int/Div

MSSB FOCUS GROWTH FUND A MUTUAL FUND

INVESCO DIVERSIFIED DIVIDEND A MUTUAL FUND

MSSB IRA #2 — Int/Div

MSSB FOCUS GROWTH FUND A MUTUAL FUND

INVESCO DIVERSIFIED DIVIDEND A MUTUAL FUND

MANDATORY IRA DISTRIBUTION MSSB IRA #1 — istmbution — Distnbuted — 1, VIII

MANDATORY IRA DISTRIBUTION MSSB IRA #2 — Distribution — Distnbuted — 2. VIII

LEXINGTON CO. SC WATER & SEWER BOND (5.45%) — Interest

GREEVILLE HOSPITAL SYSTEM BOND (5.00%) — Interest — Redeemed

GREENVILLE HOSPITAL SYSTEM BOND (5.00%) — Interest — Redeemed

BEAUFORT-JASPER SC WATER & SEWER BOND (5.000) — Interest — Redeemed

SPARTANBURG CO. SC HOSPITAL BOND (5.25%) — Interest — Redeemed

SC STATE PUB SVC AUTH SANTEE COOPER BOND (5.125%) — Interest — Redeemed

SC PUB SVC AUTH SANTEE COOPER BOND (5.125%) — Interest — Redeemed

INVESCO VAN KAMPEN COMSTOCK A MUTUAL FUND — Int/Div — 3. VIII

GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest — Redeemed

GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest — Redeemed

SC TRANSPORTATION INFRA, BOND 15%) — Interest — Redeemed

SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Interest — Sold (part)

SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Redeemed

GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest — Redeemed

GREENVILLE HOSPITAL SYSTEMS FACILITY REV. BOND (4.6%) — Interest

SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Interest — Redeemed

SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Interest — Redeemed

SCSTATE PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest

SCSTATE PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest

BEAUFORT CO. SC TAX REVENUE BLUFFTON BOND (5.000) — Interest

SCSTATE PUB SVC AUTH SANTEE COOPER BOND (5.125) — Interest — Redeemed

COLLEGE OF CHARLESTON BOND (5%) — Interest — Redeemed

BERKELEY CO. SC WATER & SEWER BOND (5%) — Interest

GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest — Redeemed

INDEPENDENCE BANCSHARES, INC COMMON STOCK — None

MEDICAL UNIVERSITY SC HOSPITAL BOND (5.00%) — Interest — Sold (part)

EASLEY SC UTILITY REV. BOND (4.50%) — Interest

UNIVERSITY OF SC BOND (4.25%) — Interest

UNIVERSITY OF SC BOND (4.25%) — Interest

ANDERSON CO. MUN. WATER & SEWER BOND (5.000%) — Interest — Redeemed

COLUMBIA, SC WATER & SEWER BOND (5.00%) — Interest

SC JOBS ECON, DEV. AUTH. BOND (4.50%) — Interest

DORCHESTER CO. COURTHOUSE BOND (4.60%) — Interest

SC PUB SVC AUTH SANTEE COOPER BOND (4.50%) — Interest

SC PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest

SCAGO EDU. COLLETON SCHOOL BOND (4.375%) — Interest

SCAGO EDU. COLLETON SCHOOL BOND (4.50%) — Interest

HORRY CO. SC SCHOOL BOND (4.50%) — Interest

TOUCHMARK BANCSHARES, INC COMMON STOCK — None

LEXINGTON SC SCHOOL DISTRICT #2 BOND (4.75%) — Interest

SPARTANBURG SC REGIONAL HEALTH BOND (4.50%) — Interest

SC JOBS ECONOMIC DEV. AUTH HOSP. BOND (4.50%) — Interest

SCJOBS ECONOMIC DEV. AUTH HOSP, BOND (4.50%) — Interest

SC TRANSPORTATION INFRASTRUCTURE BOND (5.000) — Interest

SCAGO EDU. FAC. PICKENS CO SCHOOL BOND (5.00%) — Interest

SC JOBS ECONOMIC DEV. HOSPITAL BOND (5.00%) — Interest

COLLEGE OF CHARLESTON EDU. FAC BOND (4.50%) — Interest

MORGAN STANLEY BANK MONEY MARKET ACCOUNT #1 — Interest — 4, VIII

BERKELEY CO. SC SCHOOL DISTRICT BOND (4.75%) — Interest

SCAGO EDUCATION FACILITY SCHOOL BOND (5.00%) — Interest

SCAGO EDUCATION FACILITY SCHOOL BOND (4.375%) — Interest

ANDERSON SC WATER & SEWER BOND 5% — Interest

CHARLESTON EDUCATIONAL REV BOND 5% — Interest

SCSTATE PUBLIC SERVICE AUTH SANTEE COOPER BOND 54% — Interest

MYRTLE BEACH SC HOSPITALITY BOND 5%, — Interest

SCAGO EDUCATIONAL FACS SCHOOL BOND 4 5% — Interest

SCSTATE PUBLIC SERVICE AUTH SANTEE COOPER BOND 4.75% — Interest

SCAGO EDUCATIONAL FACS SCHOOL BOND 4 5% — Interest

SUMTER SC WATER & SEWER BOND 4.504% — Interest — Buy

LEXINGTON SC HOSPITAL BOND S00 — Interest — Buy

HORRY CO. SCHOOL BOND 4.50M% — Interest — Buy

SCPSA SANTEE COOPER BOND 5.00% — Interest — Buy

SPARTANBURG CO. SC HOSPITAL BOND 5.00% — Interest — Buy

CHARLESTON SC STORMWATER BOND 4.50% — None — Buy

MORGAN STANLEY BANK MONEY MARKET ACCOUNT #2 — Interest — Open — 5, VIII

BLACKROCK EQUITY DIVIDEND MUTUAL FUND — Int/Div — Buy

EAGLE SMALL CAP GROWTH A MUTUAL FUND — None — Buy

FEDERATED ULTRA SHORT BD IS MUTUAL FUND — Int/Div — Buy

IVY HIGH INCOME MUTUAL FUND — Int/Div — Buy

IVY MID CAP GROWTH MUTUAL FUND — None — Buy

JP MORGAN LARGE CAP GROWTH A MUTUAL FUND — Int/Div — Buy

IP MORGAN MID CAP VALUE S MUTUAL FUND — Int/Div — Buy

METROPOLITAN WEST TOT RET BD MUTUAL FUND — Int/Div — Buy

NUVEEN INFLATION PROTECTED MUTUAL FUND — Int/Div — Buy

OPPENHEIMER INTERNATIONAL DIV Y MUTUAL FUND — Int/Div — Buy

ROYCE SPECIAL EQUITY INV MUTUAL FUND — Int/Div — Buy

TCW EMERG MKTS INCOME MUTUAL FUND — Int/Div — Buy

TEMPLETON GLOBAL BD FD ADV MUTUAL FUND — Int/Div — Buy

VIRTUS INSIGHT EMERG MKTS MUTUAL FUND — Int/Div — Buy

Chairman Emeritus: Board of Regents (formerly Foundation Council), Anderson University

Emertus Member: Board of Visitors & Directors, Anderson Lmversity

Honorary Member: Board of Directors, Anderson Area YMCA

Reimbursement — Association for Justice — 11/30:2012 12/12012 — Atlanta, GA — Speaker — I Night's Lodging

Note I, Line 19, Part VII. Mandatory IRA withdrawal, IRA value and underlying holdings listed in Part VII, lines 13-15,

Note 2, Line 20, Part VII. Mandatory IRA withdrawal, TRA value and underlying holdings listed in Part VII, lines 16-18.

Note 3, Line 28, Part VII. Changed from Class B to Class A on June 2011. Inadvertently listed as Class B on 2011 Financial Disclosure Report.

Note 4, Line 68, Part VIL. This Morgan Stanley Bank Money Market Account is now listed as Account #1 because Money Market Account #2 was opened on

11/16/2012 as shown on Line 85 in Part VII and explained in Note 5.

Note 5, Line 85, Part VIL. Morgan Stanley Money Market Account #2 opened on 11/16/2012 to hold funds from sale of municipal bonds pending mutual fund

investments shown on lines 86-99.

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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George Ross Anderson jr | Frix