George R. Hodges

2015Annual

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Pull out the substance of this filing.

What was filed

  • 153

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Lynch
  • Lyach
  • Lyanch
  • Am
  • Windstream
  • Baxalta
  • Nanonwide Ins, Co
  • Natwonwide Ins. Co

As filed

AT&T — Int/Div

Sonoco Products — Int/Div

Memill Lynch int. bearing demand acct — Interest

Bristol Myers Squibb — Int/Div

Oracle Corp. — Int/Div

Lincoln Nat'l. Comp. — Int/Div

Altria Group — Int/Div

Coca Cola Co. — Int/Div

Merck — Int/Div

Microsoft — Int/Div

Duke Energy Holding Co — Int/Div

General Electric Co — Int/Div

Philip Morris Int'l. Inc — Int/Div

ML CMA demand deposit — Interest

N Carolina Estn MPA Svs — Interest

CSX Comp. — Int/Div — Buy (add'l) — Lynch

IBM Corp. — Int/Div — Buy (add'l) — Lynch

Nash Hlth Cre Sys NCHCF — Interest

Berkshire Hathaway CLB — None

N. Car. MCC. Healthcare HFC — Interest

Johnson + Johnson — Int/Div

Amencan Balanced Fund — Interest

American Fundamental — Interest

First Eagle Overseas FD — Interest

First Eagle Global FD — Interest

JPMorgan Inc. Bldr. FD — Interest

IRA - Cash™oney Mkt — Interest

IRA « American Capital Wid Fund — Interest

IRA « American Cap Inc. Bldr — Interest

IRA - American Growth Fund — Interest

529 College Amer. Fund — Int/Div

N. Car. MCC HCF — Interest

Amenican AMCAP 529A — Int/Div

American BDFD S29A — Int/Div

Amencan CAP WRLD G&I 529A — Int/Div

Cisco Sys — Int/Div

Emerson Elec — Int/Div — Buy (add'l) — Lynch

Nucor Comp. — Int/Div

American EUROPACIFIC 529A — Int/Div

American GR FD of Amer S29A — Int/Div

Amer. SMALLCAP World S29A — Int/Div

Amer. WA Mutual 529A — Int/Div

IRA - BOA RASP — Interest

IRA -- Vomado Real. Tr — Int/Div — Sold — Lynch

IRA -- Albemarle Corp — Int/Div — Sold — Lynch

IRA -- Altria Group — Int/Div — Buy (add'l) — Lynch

IRA -- Blackrock. Inc — Int/Div — Sold — Lynch

IRA -- Bristol My. Sq. — Int/Div — Sold (part) — Lynch

IRA -- Carnival Corp. Pr — Int/Div — Sold (part) — Lyach

IRA «= Chevron Corp. — Int/Div — Buy (add'l) — Lynch

IRA «= Cinn. Fin, Crp. — Int/Div — Buy (add'l) — Lynch

IRA «Cisco Sys. Inc — Int/Div — Sold (part) — Lynch

IRA -- Coca Cola Com — Int/Div

IRA - Conoco Phillips — Int/Div — Buy (add'l) — Lynch

IRA -- Coming Inc — Int/Div — Buy (add'l) — Lynch

IRA -- Coming Inc — Sold — Lynch

IRA - Corr. Corp. Am. — Int/Div — Sold (part) — Lynch

IRA « Domimon Res. — Int/Div — Buy (add'l) — Lynch

IRA « Domimon Res. — Sold (part) — Lyanch

IRA -- Duke Energy — Int/Div — Buy (add'l) — Lynch

IRA -- Eh Lilly — Int/Div — Sold (part) — Lynch

IRA -- Fed. Investors B — Int/Div — Sold — Lynch

IRA -- Gen. Dynamics — Int/Div — Sold (part) — Lynch

IRA -- Hasbro Inc — Int/Div — Sold (part) — Lynch

IRA -- Intel Corp. — Int/Div — Sold (part) — Lynch

IRA -- IBM Corp — None — Sold — Lynch

IRA -- Kinder Morgan — Int/Div — Buy (add'l) — Lynch

IRA -- Lorillard Inc — Int/Div — with line 73) — Am

IRA - Lowes Cos. — Int/Div — Sold (part) — Lynch

IRA -- Microsoft — Int/Div — Sold (part) — Lynch

IRA «= Newmarket Corp. — Int/Div — Sold (part) — Lynch

IRA «= Paychex Inc — Int/Div — Sold (part) — Lynch

IRA - Pfizer Inc — Int/Div — Sold (part) — Lynch

IRA - Reynolds Am — Int/Div

IRA «= Mosaic Co. — Int/Div — Buy (add'l) — Lynch

IRA «= Verizon Commun. — Int/Div

IRA -- Wells Fargo & Co — Int/Div — Sold — Lynch

IRA -- Windstream Hold — None — Sold — Lynch

IRA - Del. Value Fd — Int/Div — Sold (part) — Lynch

IRA - Eaton Vance ATL — Int/Div — Sold (part) — Lyach

IRA «= IShares Russell — Int/Div — Sold (part) — Lynch

IRA «= Loomis Sayles Bed. Fd — Int/Div — Buy (add'l) — Lynch

IRA << MFS Int'l Value — Int/Div — Buy (add'l) — Lynch

X IRA - Phillip Morris — None — Sold — Lynch

IRA -- Southern Co — Int/Div — Buy — Lynch

IRA - H&R Block — Int/Div — Buy — Lynch

IRS «CA Inc — Int/Div — Buy — Lynch

IRS «CA Inc — Sold (part) — Lynch

IRA « CommSales&L — Int/Div — from line 77) — Windstream

IRA « CommSales&L — Buy (add'l) — Lynch

IRA « Gen Electric — Int/Div — Buy — Lynch

IRA « Gen Electric — Sold (part) — Lynch

IRA -- Norfolk So — Int/Div — Buy — Lynch

Intel — Int/Div — Buy — Lynch

Int] Bkt Stepup Ins — None — Buy — Lynch

KinderMorgan — Int/Div — Buy — Lynch

SpectruEnergy — Int/Div — Buy — Lynch

SXSE Stepup 4/15 — None

SXSE Stepup 10/16 — None

IRA - BBAT variable rate time mvestment — Int/Div

BB&T demand deposit — Interest

Merrill Lynch CMA — Interest

Coca Cola Co. — Int/Div — Sold (part)

Spectra Energy — Int/Div — Buy (add'l) — Lynch

Duke Energy Corp — Int/Div

Exxon/Mobil Comp — Int/Div

General Electric Co — Int/Div

International Paper Co — Int/Div

Sonoco Products — Int/Div

Schlumberger, Ltd. — Int/Div

Merck Co. — Int/Div

Triangle Properties Assoc., LLC — Distribution

JM. Wallace Land Co., LLC — Distribution

SXSE Stepup 8/17 — None — Redeemed — Lynch

East Mecklenburg Co — Distribution

The Mason Wallace Co.. LLC — Distribution

Indian Land, SC Investment Real Estate — None

Microsoft — Int/Div

McDonalds Corp. — Int/Div

Verizon Comm. — Int/Div

Phillips 66 — Int/Div

Phizer — Int/Div

Chevron Comp. — Int/Div

Express Scripts Hldg (formerly Medco) — None

Conoco Phillips — Int/Div

Baxter Int'l — Int/Div

Bristol Myers Squibb — Int/Div

Dommion Res. — Int/Div

SXSE Stepup — None

Emerson Electric — Int/Div

Emerson Electric — Int/Div — Buy (add'l) — Lynch

Nucor Comp. — Int/Div — Buy (add'l) — Lyach

Lockheed Martin — Int/Div

Lowes Cos. — Int/Div

Pepsico — Int/Div

INTER VIVOS TRUST Did 11-22-89 — None

John Hancock Life Insurance Policy — None

BB&T Demand Deposit Account — Interest

Prudential Financial — Int/Div

NY Life Fixed Annumity — Interest

AmEuro Pacific FD — Int/Div — Sold — Lynch

Artisan Int'l FD — Int/Div — Sold — Lynch

Fst. Eagle Global FD — Int/Div

Mainstay Epoch Gbl. FD — Int/Div — Sold — Lynch

Schroder Abs. Rtn FD — Int/Div — Sold — Lynch

Wells Fargo Ady. Abs FD — Int/Div — Sold — Lynch

Baxalta Inc — Int/Div — from line 126) — Baxalta

Catepillar Inc — Int/Div — Buy — Lynch

CSX Comp. — Int/Div — Buy — Lynch

Intel Corp. — Int/Div — Buy — Lynch

KinderMorgan — Int/Div — Buy — Lynch

Price T. Rowe Grp. — Int/Div — Buy — Lynch

Mermill Lynch Med. Acct — Int/Div — Buy — Lynch

Liability — Nanonwide Ins, Co — Triangle Properties Assoc, LLC secured by shopping center in Hickory, NC

Liability — Natwonwide Ins. Co — Note by JM Wallace Land Co. secured by shopping center i Iredell County, NC

I. POSITIONS

Trustee Inter Vivos life insuarnce trust dated 11-22-89,

VIL INVESTMENTS and TRUSTS

Conflicts: 1 do not handle any disputes involving any company in which stock is owned (individually and as Trustee). Also, | do not handle any disputes

involving closely held businesses or anything related thereto, Those matters are assigned to the other bankruptcy judges in the Western District of North Carolina,

I no longer have a conflict on matters involving Bank of America, since my brother's retirement from it. The Committee on Codes of Conduct has determined

that that is not a conflict for my hearing disputes involving BB&T on account of a brother-in-law’s involvement on 4 "local board” of the bank.

Note: Income is received from several closely held family corporations including East Mecklenburg Corp. ("S* corporation), The Mason Wallace Co., LLC, JM.

Wallace Land Co, LLC, and Triangle Properties Associates, LLC, and real property owned in common. This is in the nature of investment income and is reported

in PART VII. The corporations buy, sell and own real estate, but the stockholders do not control any of those decisions or assets individually.

| own two cows that produce calves that | sell. The cows have a value of 1,000. During 2014, | sold two calves at the Upstate Livestock Market for a total of

$1341.

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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