William F Stone jr
2012Annual
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Pull out the substance of this filing.
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.
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