David C. Norton

2013Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 126

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • Trust (Trust #1)
  • South Carolma Association for Justice
  • Fulton County Medical Examiner, Atlanta, GA. - Salary
  • Web MD - Editonal Stipend
  • Private Consulting
  • Medical Director, Life Pomt of SC

As filed

AES Comp — None

AFLAC Inc — None

Alcoa Inc — Int/Div

Alhanz Life Franklin Valuemark — Int/Div

Altria Group — Int/Div

American Express Co — Int/Div

Amgen Inc — Int/Div

AT&T Inc #1 — Int/Div

AT&T Inc #2 — Int/Div

AT&T Inc #3 — Int/Div

Bank of America — Int/Div

Bank of New York Mellon Corp — Int/Div

Berkshire Hathaway Inc CIB — None

BP PLC Spons ADR — Int/Div

Bristol Myers Squibb — Int/Div

American Cap Wrld Gr & Inc A #1 — Int/Div

American Cap Wrld Gr & Inc A #2 — Int/Div — Buy (add'l)

American Cap Wrld Gr & Inc A #3 — Int/Div

American Cap Wrld Gr & Inc A #4 — Int/Div — Buy (add'l)

Chevron Corp #1 — Int/Div

Chevron Corp #2 — Int/Div

Chevron Corp #3 — Int/Div

Cisco Sys Inc — Int/Div

Citibank Deposit Program #1 — Interest

Citibank Deposit Program 22 — Interest

Citibank Deposit Program #3 — Interest

Citigroup Inc — Int/Div

Clearbridge Aggressive Gwth ( — None

Coca-Cola Co — Int/Div

Comcast Corp CL A #1 — Int/Div

Comcast Corp CL A #2 — Int/Div

CSX Corp — Int/Div

Dell Inc — None — Sold

Walt Disney Co #1 — Int/Div

Walt Disney Co #2 — Int/Div

Walt Disney Co #3 — Int/Div

Dover — Int/Div

Dow Chemical #1 — Int/Div

Dow Chemical #2 — Int/Div

Duke Energy — Int/Div

EI Dupont Co — Int/Div

EV SC Muni Income A — Interest

Eli Lilly & Co #1 — Int/Div

Eli Lilly & Co #2 — Int/Div

Emerson Electric — Int/Div

Energy Transfer Partners LP #1] — None

Energy Transfer Partners LP 22 — None

Exxon Mobil Corp #1 — Int/Div

Exxon Mobil Corp #2 — Int/Div

First Federal of Charleston — Interest

General Electric Co #1 — Int/Div

General Electric Co #2 — Int/Div

General Electric Co #3 — Int/Div

Goldman Sachs Group Inc — Int/Div

American Gr Fd of America A #1) — Int/Div

Amencan Gr Fd of America A #2 — Int/Div

Amencan Gr Fd of America A #3 — Int/Div

Guided Therapuetics Inc — None

Hartford Fiancial Services Grp — Int/Div

Hartford Capital Appreciation Fund (IRA) — Int/Div

Hewlett Packard Co — Int/Div

Home Depot Inc — Int/Div

Honeywell Intl Inc — Int/Div

IBM — Int/Div

Intel (IRA) #1 — Int/Div

Intel £2 — Int/Div

Johnson & Johnson — Int/Div

Kimberly Clark — Int/Div

Kraft Foods Inc CL A — Int/Div

Legg Mason Cap Mgmt Val ( — Int/Div

Lmncoln National Corp — Int/Div

Linciln National Legacy 11 — Int/Div

Lincoln American Legacy View — Int/Div

MFS South Carolina Muni Bond CL A — Interest

Mass Mutual Life Ins — None

McDonalds Corp — Int/Div

Merck & Co Inc New — Int/Div

Metlife TVL Metlife Portfolioaccess — Int/Div

Metlife TVL Marquis Portfolios — Int/Div

Microsoft Corp — Int/Div

Mondelez Intl Inc Com — Int/Div

JP Morgan Chase & Co — Int/Div

Motorola Solutions Inc — Int/Div

3M Company A — Int/Div

Nokia Corp — None

Norfolk Southem — Int/Div

North Carolina Rental Property 100% Transylvania County, NC — Rent

Paragon Life Fixed Fund — None

Pepsico Inc — Int/Div

Pfizer Inc #1 — Int/Div

Pfizer Inc £2 — Int/Div

Phillip Morris Intl Inc — Int/Div

Proctor & Gamble #1 — Int/Div

Proctor & Gamble #2 — Int/Div

Putnam Tax Smart FDS Equity FD CIB — Int/Div

Safeway Inc New — Int/Div

SCANA Corp — Int/Div

SCBT #1 — Int/Div

SCBT #2 — Int/Div

SCBT #3 — Int/Div

South Carolina State Deferred Comp Plan — Int/Div

South Carolina State Retirement Plan — Int/Div

Suntrust Banks Inc — Int/Div

Synovus Fmancial Corp — Int/Div

Texas Instruments Inc — Int/Div

Time Wamer Inc — Int/Div

Total System Services Inc — Int/Div

Travelers Companies Inc — Int/Div

Unit First Trust Dow Target 10 May 2013 — Int/Div — Sold (part)

Unit First Trust Dow Target 10 May 2013 — Int/Div — Buy (add'l)

Verizon £1 — Int/Div

Verizon £2 — Int/Div

Washington Mutual Inc — None

Amencan WA Mutual A #1 — Int/Div

American WA Mutual A £2 — Int/Div

American WA Mutual A 23 — Int/Div

Wells Fargo & Co New #1 — Int/Div — Sold (part)

Wells Fargo & Co New #2 — Int/Div

WMI Hidgs Corp — None

Zimmer Holdmgs Inc — None

Trust #1 - Roval Dutch Shell — Int/Div

Trust #1 - Allegheny Energy — Int/Div

Trust #1 - Idearc — Int/Div

Trust #1 - Eh Lily — Int/Div

Trust #1 - Pepco Holdings Inc — Int/Div

Trust #1 - Lain Farm — Rent

Co-Trustee, Trust (Trust #1)

Reimbursement — South Carolma Association for Justice — 07/3172013-0802/201 — Hilton Head Island, SC — Activity of professional association — Transportation, lodging & food

Spouse's income — 2013 — Fulton County Medical Examiner, Atlanta, GA. - Salary

Spouse's income — 2013 — Web MD - Editonal Stipend

Spouse's income — 2013 — Private Consulting

Spouse's income — 2013 — Medical Director, Life Pomt of SC

Explanations for Part VIL Investments and Trusts

1. The rental property listed in Part VII, line 87 is located in Translyvania County, North Carolina, USA.

2. Trust # consist of : Royal Dutch Shell

value L

value K

Allegheny Energy

Idearc

value J

Eli Lily

value K

Pepeo Holdings Inc

value J

Lain Farm

value cost R Annual Rental Income E (This property was purchased in 1981 and is located outside the city limits

in Johnson County, Indiana, USA.

3

Line 28 - Clearbridge Aggressive Gwth C name change. Formerly listed as Legg Mason Clearbridge Aggressive Gwth C.

a

Line 50 -First Federal of Charleston merged with SCBT 07/30¢2013. Name officially does not change until July 2014,

5.

Article 5 Trust consist of lines: 4,10,18,20,27,32.43,46,49,53,56.64,83,86,100 & 118.

6.

. Article 6 Trust cousist of lines:

3,5,6,7.9,11,12,13,17,22,23,29,31,36,39,40,42,48,52,54,59,61 ,62,63,66,67,68,69,74,76,77,80,8 1,82,85,89,90,92,93,96,105,106,108,1 13,1 14 & 115,

7. Lines 109-110 Unit First Trust Dow Target 10 May 2013 formerly named Unit Trust Dow Target 10 May 2012. Lines 109 & 110 are only one item however

listed on both lines to show both the partial sale & partial purchase on the sume day (05/01/2013).

8. Line 113 - Washington Mutual Inc still listed however value is zero. Company is in foreclosure per broker.

9. Line 119 - WMI Hidgs Comp. Company not shown on 2012 due bankrupty however listed in 2013 with a value of $8.46.

10. Section II. Non-Investment Income B. Item | Jill only worked for Fulton County Medical Examiner fom January 2013-June 2013.

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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David C. Norton | Frix