David C. Norton

2015Annual

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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

  • 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.

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