William F Stone jr

2012Annual

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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

  • 138

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • market
  • organization
  • beneficunes
  • Trus
  • Trust
  • Misc
  • Scott & Stringfellow
  • Virginia Retirement System « Virgina teacher's pension monthly benefit

As filed

Baxter Intl, Inc — Int/Div

BPPLC — Int/Div

Cardinal Health, Inc — Int/Div

Carefusion Corp. — None

Chevron Texaco Corp. (see note #1) — Int/Div

Coca Cola (see note #1) — Int/Div

BB&T Corporation — Int/Div

Branch Banking & Trust Co. Insured Deposit Program (note #9) — Interest

Colgate Palmolive Co — Int/Div

Conagra Foods, Inc — Int/Div

EL duPont — Int/Div

Eaton Corporation — Int/Div — with line 13)

Eaton Corporation PLC (merger from line 12) — None

Edwards Lifesciences Corp — None — Sold — market

Eastman Kodak — None

Exxon Mobil Corp. (see note £1) — Int/Div — Sold (part) — organization

Exxon Mobil Corp. (see note £1) — Sold (part) — market

Fi McMoran Copper & Gold reeport — Int/Div — Buy (add'l) — market

General Electric Corp — Int/Div

Eagle - JP Morgan Prime Money Market Fund — Int/Div

Raymond James Bank Deposit Program — Interest

IBM — Int/Div

Ingles Markets, Inc — Int/Div

International Paper — Int/Div

NCR Comp — None

Norfolk Souther Corp — Int/Div

Northwestern Mutual Life Ins. Co. (see note an — Int/Div

SPX Corporation — Int/Div — Sold — market

Schlumberger Ltd. — Int/Div

Sealed Air Corp. (common) — Int/Div

Sprint Nextel Corp. (see note £1) — None

Ultralife Batteries, Inc — None — Buy (add'l) — market

W.R Gruce & Co — None — Sold — market

YUM Brands. Inc. (see note £1) — Int/Div

Frenesius Medical Care, AG — None — Sold — market

Pepsico, Inc. (see note #1) — Int/Div — Sold (part) — market

AT&T (see note £1) — Int/Div

Branch Banking & Trust Co. of VA Accts (see note #1) — Interest

Stifel Nicolaus Insured Bank Deposit Program — Interest

Frontier Communications Corp. — Int/Div — Buy (add'l) — market

Frontier Communications Corp. — Buy (add'l) — market

Republic Services, Inc — Int/Div

Eagle Growth & Income Fund Class A M/F (see note #1) — Int/Div

Federated VA Mum Service (formerly VA Muncipal Cash Trust) — Interest

Archer Daniels Midland Co — Int/Div

Bristol Meyers Squibb Co — Int/Div

Eastman Chemical Co — Int/Div

Glaxo Smith Kline PLC (see note 2 1) — Int/Div

Honeywell Int'l Inc — Int/Div

Intel Corp. (see note 21) — Int/Div

Kroger Co. — Int/Div

Whirlpool Corp — Int/Div

Microsoft Corp. — Int/Div

Johnson & Johnson (see note £1) — Int/Div — Sold (part) — market

Texas Instruments Inc — Int/Div

Xerox Corporation — Int/Div

Zimmer Holdings — Int/Div

Federated Strategic Value Div Fund Class A MF — Int/Div

Pimco Total Return Fund Class A M/F — Int/Div

Thomburg Investment Income Builder Fund Class N/L — Int/Div

VanGuard Short Term Bond Index Fund Investor Class N/L — Int/Div

SPDR Index SHS Funds S&P INTL Div FTF — Int/Div

SPDR Senes Trust S&P Div ETF — Int/Div

Sector SPDR TR SBI INT-UTILS — Int/Div

General Mls Inc — Int/Div

IRA #2 (H)

Venzon Comm. (GTE) Debenture — Interest

Eagle Capital Appreciation Trust Fund — Int/Div

Eagle Growth & Income Trust Fund — Int/Div

Eagle Mid Cap Stock Fund — Int/Div

Eagle International Equity Fund — Int/Div

Raymond James Bank Deposit Program (cash balance) — Interest

IRA #3 (H)

Eagle Int'l Equity Fund Class A — Int/Div

Eagle Mid Cap Stock Fund Class A — Int/Div

Eagle Growth & Income Trust Fund — Int/Div

Trust #1 (1/3 beneficiary) (see note # 2) (H)

Abbott Labs — Int/Div

Aston/River Road Div All Cap Val Fund — Int/Div

BB&T Comp — Int/Div — Sold (part) — market

Chevron Texaco Corp. — Int/Div

General Electric Co. Com — Int/Div

linois Tool Works, Inc — Int/Div

Intel Corp. — Int/Div

Lowes Companies, Inc — Int/Div — Sold (part) — market

Merk Hard Currency Fund — Int/Div

Minnesota Mining & Manuf — Int/Div

Norfolk Southern Corp — Int/Div

Oracle Corp. — Int/Div

Raymond James Money Market Account (cash balance) — Interest

Unilever Plc Adr — Int/Div

United Technologies Corp. (see note #10) — Int/Div

Verizon Communications — Int/Div

TD Ameritrade Money Market Acct — Interest

Northwestern Mutual Life Insurance Co — Int/Div

Ishares TR Index MSC EAFE — None — Sold — market

Sector SPDR TR SBI — Int/Div

Frontier Communications Corp — Int/Div — Buy (add'l) — market

Frontier Communications Corp — Sold (part) — market

Frontier Communications Corp — Sold (part) — market

Frontier Communications Corp — Sold — market

Powershares ETF Intl Divd Achievers — Int/Div

SPDR Senes Trust S& P Divid ETF — Int/Div

Vanguard Short Term Bond Stock Index Fund — Int/Div — Buy (add'l) — market

Vanguard Short Term Bond Stock Index Fund — Sold (part) — market

Ishares TR DJ Sel Div Inx — Int/Div — Buy — market

Ishares TR DJ Sel Div Inx — Buy (add'l) — market

Ishares TR Hgh Div Eqt Fd — Int/Div — Buy — market

Ishares TR Hgh Div Eqt Fd — Buy (add'l) — market

Trust #2 (H)

BB&T checking account — Interest

CVS Caremark RX Inc — Int/Div — Sold — market

Centuryvlink (see note £ 1) — Int/Div

Windstream Corp. (common) (see note #1) — Int/Div

Phizer ne — Int/Div

Fundamental Investors 529 Plan — Int/Div

Washington Mutual Investors Fund 529 Plan — Int/Div

AMCAP Fund 529 Plan — Int/Div

SMALLCAP World Fund 529 Plan — Int/Div

Investment Company of America 529 Plan — Int/Div

Unilever N.V. NY SHS New — Int/Div

Redwood TR Inc. REIT — Int/Div — Sold — market

Rental Property, Myrtle Beach, SC (see note yl — Reat

Trust #3 (H)

Raymond James Cash/Client Interest Program (see note # 4) — None — Distnbuted — beneficunes

Trust 24 (H)

Raymond James Cash/Client Interest Program (see note #5) — None — Distnbuted — beneficunes

Trust #5 (see note 46) (H)

BP PLC — Int/Div

Duke Energy Corp. New — Int/Div

Frontier Communications Corp. (Y)

Piedmont Nat Gas — Int/Div

Progress Energy Inc — Int/Div — with line 130) — market

Southern Company — Int/Div

Spectra Energy Corp. — Int/Div

Travelers Companies Inc — Int/Div

Verizon Commumcations Inc — Int/Div

Raymond James Bank Deposit Program — Interest

Co-Trustee, Trus

Trustee, Trust

Inactive Trustee of vanous deeds of trust as a result of prior law pract, Misc

Liability — Scott & Stringfellow — Margin account loan, proceeds of winch were used to pay for improvements on vacation home (see note #8)

Spouse's income — 2012 — Virginia Retirement System « Virgina teacher's pension monthly benefit

1

. Investments in same companies of reporting person and spouse have been combined for this report.

2

. 1/3 of total trust asset values and income is reported. Part VII, line 77.

. The only undistributed asset held in

Estate

is unsold item(s) of personalty. Part I, line 3.

4. The remaining cash in this trust wus distributed to trust beneficiaries on various dates during 2012; the last of these distributions occurred on August 2, 2012,

when the account was closed. As transactions less thun $1,000 do not have to be separately disclosed, only the date of the last distribution is listed in this report.

Part VIL, line 125.

5. The remaining cash in this trust was distributed to trust beneficiaries on various dates during 2012; the lust of these distributions occurred on August 14, 2012,

when the account was closed. As transactions less than $1.000 do not have to be separately disclosed, only the date of the last distribution is listed in this report

Part VIL, line 127.

6. The reporting person's spouse is the trustee of this Trust. Part VIL, line 128.

7. The purchase price of the real estate, in 2010, was $405,000, $20,000 of which was allocated to furnishings in the property, Part VII, line 123,

8. Between the reporting date of December 31, 2012 and the date of this report, this loan was repaid in full and is no longer outstanding. Part VI, line 1.

9. This was formerly reported as BB&T Financial, FSB (Insured Bank Deposit Program). Part VII, line 8,

10. This was formerly reported as United Tech Corp. Com. Part VII, line 92.

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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