Catherine Caldwell Eagles

2015Annual

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What was filed

  • 41

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • Wells Fargo Advisors, LLC
  • Consolidated Judicial Retirement System of NC - Pension
  • William A. Eagles, PLLC - Earnings from law practice (Attorney/self-employed)
  • University of NC at Greensboro - Eamings for teaching
  • Elon University - Earmungs tor teaching

As filed

Brokerage Account #1 (H)

Dominion Resources Inc. VA New common stock — Int/Div

Duke Energy Corp - common stock — Int/Div — Sold (part)

Piedmont Natural Gas Co - common stock — Int/Div — Sold

Southern Bancshares NC Inc. « common stk — Int/Div

Spectra Energy Corp - common stock — Int/Div

Southern Company - common stock — Int/Div

Invesco Charter Fund Cl A - Mutual Fund — Int/Div

American Funds The Growth Fund of America C1 A - Mutual Fund (AGTHX) — Int/Div

American Funds The Investment Co. of America C1 A Mutual Fund (AIVSX) — Int/Div

American Funds Wash Mutual Investors Fd Ine. C1 A- Mutual Fund (AWSHX) — Int/Div

American Funds Income Fund America Inc A - Mutual Fund (AMECX) — Int/Div

Wells Fargo Advisors Money Market Account — Interest

Brokerage Account #2 (H)

American Funds Investment Co America C1 A (AIVSX) - Mutual Fund — None — Open

Brokerage Account #3 (H)

American Funds Investment Co of Amr A Mutual Fund — Int/Div — Open

IRA #1 (H)

Amer. Balanced Fd C1 A - Mutual Fund — Int/Div

American Funds Investment. Co. of America CL A - Mutual Fund — Int/Div

American Funds Income Fund America Inc A - Mutual Fund — Int/Div

IRA #2(H)

Wells Fargo Instrinsic Val Fd A - Mutual Fund — Int/Div

IRA 43 (H)

American Funds Growth Fund Am. CL A Mutual Fund — Int/Div

IRA #3 (H)

American Funds Inv. Co. Am CL A (AIVSX) - Mutual Fund — Int/Div

American Funds Amer Balanced Fd CL A Mutual Fund — Int/Div

Capital Income Bldr CL A - Mutual Fund — Int/Div

American Funds New Perspective Fd CL A « Mutual Fund — Int/Div

IRA ES(H)

American Funds Growth Fund Am CL A (AGTHX) « Mutual Fund — Int/Div

Cash - Wells Fargo Advisors - Money Market (Bank Deposit Sweep) — Interest

Other Assets (H)

Lincoln National Life Insurance Co Policies Surrrender Value — Interest

Wells Fargo - Bank Account — Interest

Bank of America - Bank Account - Spouse — None

Eagles Farms LLC — None — Closed

Bank of America - Bank Account - Spouse's PLLC — None

Bank of Amer - Bank Account - Spouse's Eagle Farms LLC - 1/2 owner (X) — None

State Employees’ Credit Union - Shares Account (X) — Interest

Liability — Wells Fargo Advisors, LLC — Priority Credit Line - guarantee of relative’s loan

Income — 2015 — Consolidated Judicial Retirement System of NC - Pension — $72,739.44

Spouse's income — 2015 — William A. Eagles, PLLC - Earnings from law practice (Attorney/self-employed)

Spouse's income — 2015 — University of NC at Greensboro - Eamings for teaching

Spouse's income — 2015 — Elon University - Earmungs tor teaching

PART VIL, Line 38. Eagles Farms, LLC - The business was closed in 2015. There was no income in the business during 2015. However, a cash bank account

remains, See PART VII, Line 40 which discloses cash amount remaining for which spouse is entitled.

PART VII, Line 40. Bank of America (Eagles Farms, LLC cash account - spouse) - This discloses one-half interest in residual cash from closed business (Eagles

Farms, LLC).

PART VIL Line 41. (State Employees’ Credit Union) - This account was not reported in past years because the value was below reportable amount.

PART VII, Lines 14 - 17. The two new brokerage accounts (Brokerage Account #2 and #3) were opened with mutual funds transferred from Brokerage Accout #1

(Part VII, Line 10. American Funds-The Investment Company of America Cl A)

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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