James Harvie Wilkinson 3
2013Annual
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Pull out the substance of this filing.
What was filed
73
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Tuesday Evening Concert Series
- Virgima Historical Society
- The Federalist 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 - Large Cap Core Growth Fund — Sold
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
Vanguard FTSE Emerging Mkts ETF — Int/Div
Federated Strategic Value Fd — Int/Div
Ridgeworth Fd - US Govt Sec Ultra Short — Interest
Federated FD - TR MMMKT — Interest
IRA #)
Ridgeworth Fd - Mid Cap Value Equity — Int/Div — Buy (add'l)
Ridgeworth Fd - Large Cap Growth — Int/Div
Ridgeworth Fd - Large Cap Value Equity — Int/Div
Ridgeworth Fd - Intl Equity — None — Sold
Ridgeworth Fd - Small Cap Value Equity — Int/Div — Buy (add'l)
Vanguard Dev Mkts Index Fd — Int/Div — Buy
Vanguard Dev Mkts Index Fd — Buy (add'l)
Vanguard FTSE Emerging Mkts ETF — Int/Div — Buy
Vanguard FTSE Emerging Mkts ETF — Buy (add'l)
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 — Sold (part)
Lmcoln Natl Corp Common Stock — Sold (part)
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
Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l)
Federated FD - Strategic Value Fund — Int/Div
Ridgeworth Mid Cap Value Fund — Int/Div — Buy
Ridgeworth Small Cap Value Fund — Int/Div — Buy
Vanguard FTSE Emerging Mkts ETF — Int/Div — Buy
Vanguard FTSE Emerging Mkts ETF — Buy (add'l)
Vanguard Develope Mkts Index Fd — Int/Div — Buy
Vanguard Develope Mkts Index Fd — 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 - Intl Equity — None — Sold
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 — Sold (part)
Vanguard Developed Mkts Index FD — Int/Div — Buy
Vanguard FTSE Emerging Mkts ETF — Int/Div — Buy
Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l)
Federated FD - TR MMMKT — Interest
Director, Tuesday Evening Concert Series
Director, Virgima Historical Society
Reimbursement — The Federalist Society — November 15-16 — Washington, DC — Speaker — Hotel lodging/meals
Income — 2013 — Oxtord University Press, book royalties — S1.100.00
Part I: Positions
1 receive no compensation for my service. The start date for each non-profit position was June, 2013.
Part 11: Agrements
RE: 1 will rec, cont
in any benefit plan provided by the University, although past pension benefits ae 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
Line 19. Investment was sold on 01/23/12 and was inadertently listed as still being owned on 12/31/2012.
Line 24. Investment name was changed from Vanguard Fd-lntl Eqty IDX MSCI Emer Mkt to Vanguard FTSE Emerging Mkts ETF on 1/10/2013.
IRA
My current IRA
Trust #2
Revouble Trust
Trust #3
Irrevocable GST Trust for me (from
trust)
This trust was created from
Trust
Revocable Trust became Irrevocable Interim Trust -
which was split into two shares, after IRS
approval was received, for
and me. 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.