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.