James Harvie Wilkinson 3

2014Annual

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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

  • 87

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Tuesday Evening Concert Series
  • Virgima Historical Society
  • Oxtord University Press, book royalties

As filed

Trust #1

Albemarle Corp Common Stock — Int/Div

AT&T Common Stock — Int/Div

Deere & Co Common Stock — Int/Div

Dupont E De Nemours & Co Common Stock — Int/Div

Duke Energy Corp Common Stock — Int/Div

General Electric Co Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Kraft Common Stock — Int/Div

Lily Ely & Co Common Stock — Int/Div

Merck & Co Comon Stock — Int/Div

Mondelez Corp Common — Int/Div

Phizer & Co Common Stock — Int/Div

Proctor & Gamble Co Common Stock — Int/Div

Providence & Worcester RR Common Stock — Int/Div

Royal Dutch Petroleum Shell Co Common Stock — Int/Div

Spectra Energy Corp Common Stock — Int/Div

SunTrust Bank Inc Common Stock — Int/Div

Ridgeworth Fd - Sm Cap Val Equty — Int/Div

Ridgeworth Fd - MidCap Value Eqty — Int/Div

Ridgeworth Fd - Intl Equity — Int/Div

Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l)

Vanguard FTSE Emerging Mkts ETF — Int/Div — Buy (add'l)

Vanguard 500 Index Fund — Int/Div — Buy

Vanguard 500 Index Fund — Buy (add'l)

Vanguard 500 Index Fund — Buy (add'l)

Federated Strategic Value Fd — Int/Div — Buy (add'l)

Ridgeworth Fd - US Govt Sec Ultra Short — Interest

Federated FD « TR MMMKT — Interest

IRA #)

Ridgeworth Fd - Mid Cap Value Equity — Int/Div

Ridgeworth Fd - Large Cap Growth — Int/Div — Buy (add'l)

Ridgeworth Fd - Large Cap Value Equity — Int/Div

Ridgeworth Fd - Small Cap Value Equity — Int/Div

Vanguard Dev Mkts Index Fd — Int/Div

Vanguard FTSE Emerging Mkts ETF — Int/Div

Federated FD « TR MMMKT — Interest

Trust #2

Albemarle Corp Common Stock — Int/Div

AT&T Common Stock — Int/Div

Dupont E De Nemours & Co Common Stock — Int/Div

Duke Energy Corp Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Lmcoln Natl Corp Common Stock — Int/Div

Merck & Co Common Stock — Int/Div

Phizer & Co Common Stock — Int/Div

Royal Dutch Petroleum Shell Co Common Stock — Int/Div

Spectra Energy Corp Common Stock — Int/Div

Ridgeworth Fd -Agressive Growth — Int/Div — Buy (add'l)

Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l)

Ridgeworth Fd - Va Inter Mun Bond — Buy (add'l)

Ridgeworth Fd - Va Inter Mun Bond — Buy (add'l)

Ridgeworth Fd - Va Inter Mun Bond — Buy (add'l)

Ridgeworth Fd - Va Inter Mun Bond — Buy (add'l)

Federated FD - Strategic Value Fund — Int/Div — Buy (add'l)

Federated FD - Strategic Value Fund — Buy (add'l)

Federated FD - Strategic Value Fund — Buy (add'l)

Ridgeworth Mid Cap Value Fund — Int/Div — Buy (add'l)

Ridgeworth Mid Cap Value Fund — Buy (add'l)

Ridgeworth Mid Cap Value Fund — Buy (add'l)

Ridgeworth Mid Cap Value Fund — Buy (add'l)

Ridgeworth Mid Cap Value Fund — Buy (add'l)

Ridgeworth Small Cap Value Fund — Int/Div — Buy (add'l)

Ridgeworth Small Cap Value Fund — Buy (add'l)

Ridgeworth Small Cap Value Fund — Buy (add'l)

Ridgeworth Small Cap Value Fund — Buy (add'l)

Ridgeworth Small Cap Value Fund — Buy (add'l)

Vanguard FTSE Emerging Mkts ETF — Int/Div — Buy (add'l)

Vanguard Develope Mkts Index Fd — Int/Div — Buy (add'l)

Vanguard Develope Mkts Index Fd — Buy (add'l)

Vanguard Develope Mkts Index Fd — Buy (add'l)

Vanguard Develope Mkts Index Fd — Buy (add'l)

Vanguard 500 Index Fund — Int/Div — Buy

Vanguard 500 Index Fund — Buy (add'l)

Federated FD - TR MMMKT — Interest

Deposit Accounts

SunTrust Interest Checking #1 — Interest

SunTrust Checking #2 — None

SunTrust Checking #3 — None

Trust #3

Ridgeworth Fd - Large Cap Growth Stock — Int/Div — Sold (part)

Ridgeworth Fd - Large Cap Value Equity — Int/Div — Sold (part)

Ridgeworth Fd - Mid Cap Value Equity — Int/Div

Vanguard Developed Mkts Index FD — Int/Div

Vanguard FTSE Emerging Mkts ETF — Int/Div

Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l)

Federated FD « TR MMMKT — Interest

Director, Tuesday Evening Concert Series

Director, Virgima Historical Society

Income — 2014 — Oxtord University Press, book royalties — S1.500.00

Part I: Positions

1 receive no compensation for my service, The start date for each non-profit position was June, 2013.

Part 11: Agreements.

RE: Twill rec, contd... in any benefit plan provided by the University, although past pension benefits are vested. My mortgage was provided at a favorable rate

available to faculty members and had to be refinanced within 6 months of leaving the University. The mortgage was paid in full on 02/09/1985.

Part VII: Investments and Trusts

Trust £1

My Revocable Trust

IRA

My current IRA

Trust #2

PN Revocable Trust

Trust #3

Trrevocsble GST Trust for me (EES

This trust was created from JEN Trust JJ Revocable Trust became Irrevocable Interim Trust - SIN ) which was split into two shares, after IRS

approval was received, JIN. My share later became this trust.

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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James Harvie Wilkinson 3 | Frix