David C. Norton
2015Annual
Ask Donna
Pull out the substance of this filing.
What was filed
129
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
- Private Consulting
- Medical Director. Life Pomt of SC
- Newberry Pathology Associates - Autopsy Services
- Springer Publishing - Book Royalties
As filed
AES Comp — None
AFLAC Inc — Int/Div
Alcoa Inc — Int/Div
Allianz Life Valuvemark 111 — Int/Div
Altria Group — Int/Div
American Europacific GRW A — Int/Div — Buy
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 America — Int/Div
Bank of New York Mellon Corp — Int/Div
Berkshire Hathaway Inc CIB — None
Blackhawk Network Hidgs Inc — None
BP PLC ADS — 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
American Cap Wrld Gr & Inc A #3 — Int/Div
American Cap Wrld Gr & Inc A 24 — Int/Div
Chemours Co — Int/Div — from line 24)
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 42 — Interest
Citibank Deposit Program #3 — Interest
Citigroup Inc — Int/Div
Clearbridge Aggressive Gwth ( — Int/Div
Coca-Cola Co — Int/Div
Comcast Corp CL A #1 — Int/Div
Comcast Corp CL A 22 — Int/Div
CSX Corp — Int/Div
Walt Disney Co #1 — Int/Div
Walt Disney Co #2 — Int/Div
Walt Disney Co 43 — Int/Div
Dover — Int/Div
Dow Chemical #1 — Int/Div
Dow Chemical #2 — Int/Div
Duke Energy — Int/Div
DuPont El De NeMours & Co — Int/Div
EV SC Muni Income A — Interest
Eli Lilly & Co #1 — Int/Div — Sold (part)
Eli Lilly & Co #2 — Int/Div
Emerson Electric — Int/Div
Energy Transfer Partners LP #1 — None
Energy Transfer Partners LP #2 — None
Exxon Mobil Corp #1 — Int/Div
Exxon Mobil Corp #2 — Int/Div
South State Bank — Interest
General Electric Co #1 — Int/Div
General Electric Co #2 — Int/Div
General Electric Co #3 — Int/Div — Sold (part)
Goldman Sachs Group Inc — Int/Div
Amencan Gr Fd of Amenca A #1 — Int/Div
American Gr Fd of America A #2 — Int/Div
Amencan Gr Fd of Amenica A #3 — Int/Div
Guided Therapuetics Inc — None
Halvard Health Inc — None
Hartford Financial Services Grp — Int/Div
Hartford Capital Appreciation Fund (IRA) — Int/Div
Hewlett Packard Enterprise — 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
Knowles Corporation — None
Kraft Foods Inc CL A — Int/Div
Lincoln National Corp — Int/Div
Linciln National American Legacy 11 — Int/Div
Lincoln American Legacy View — Int/Div
MFS South Carolina Muni Bond CL A — Interest
Mass Mutual Life Ins (MML Equity Fund Portfolio) — Int/Div
McDonalds Corp — Int/Div
Merck & Co Inc New — Int/Div
Metlife Portfolioaccess — Int/Div
Metlife Marquis Portfolios VA — 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 — Int/Div
Norfolk Southem — Int/Div
North Carolina Rental Property 100% Transylvania County, NC — Rent
Paragon Life Fixed Fund — Int/Div
Pepsico Inc — Int/Div
Phizer Inc #1 — Int/Div
Phizer 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 — None
SCANA Corp New — Int/Div
South Street Corp Com #1 — Int/Div
South Street Corp Com #2 — Int/Div
South Street Corp Com #3 — Int/Div
South Carolina State Deferred Comp Plan — Int/Div
South Carolina State Retirement Plan — Int/Div
Suntrust Banks Inc — Int/Div
Synovus Financial Corp — Int/Div — Sold (part)
Texas Instruments Inc — Int/Div
Time lnc — Int/Div — from line 111)
Time Wamer Inc New — Int/Div
Total System Services Inc — Int/Div
Travelers Companies Inc — Int/Div
Unit First Trust Dow Target 10 May 2014 — Int/Div — Matured
Verizon Communications #1 — Int/Div
Verizon Communications #2 — Int/Div
American WA Mutual A #1 — Int/Div
American WA Mutual A #2 — Int/Div
American WA Mutual A ¢3 — Int/Div
Wells Fargo & Co New #1 — Int/Div
Wells Fargo & Co New #2 — Int/Div
WMI Hidgs Corp — None
Zimmer Biomet Holdings Inc — Int/Div
Trust #1 - Royal 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, Johnson County, Indiana — Rent
Co-Trustee, Trust (Trust #1)
Reimbursement — South Carolma Association } for Justice — 0806201 5-0808/201 — Hilton Head Island, SC — Educational seminar or program — Transportation, lodging & food
Spouse's income — 2015 — Private Consulting
Spouse's income — 2015 — Medical Director. Life Pomt of SC
Spouse's income — 2015 — Newberry Pathology Associates - Autopsy Services
Spouse's income — 2015 — Springer Publishing - Book Royalties
Explanations for Part VIL Investments and Trusts
1. The rental property listed in Part VIL, line 91 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 Life Valuemark 11
3. Line 44. - E.I. DuPont Co name modified to DuPont E. 1. DeMours & Co.
4. Line 76 - Lincoln National Legacy 11 name modified to Lincoln National American Legacy 11.
5. Line 852 -Metlife TVL Metlife Portfolioaccess name modified to Metlife Portfolioaccess,
6. Article 5 Trust consist of lines: 11,13,21.23,24.31,36,44,46.49,52,56,59,68.87.90,102 & 121.
7. Article 6 Trust consist of lines:
3,5.7,8,10,12,14-16,20,26,27,33,35,39,42,43,45,51,55,57,62,63,65-67,70-72,74,78,80,81,84-86,89,93,94,96,97,109-1 1 1,113,1 16,117,120 &122,
8. Lines 100 - Safeway listed value as J however asset has zero market value but not yet removed from financial report per broker.
9. Lines 101- SCANA Corp name modified to SCANA Corp New,
10. Line 115-116 - Verizon name modified to Verizon Communications.
11. Line 123 « Zimmer Holdings Inc. name modified to Zimmer Biomet Holdongs Inc.
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.