George R. Hodges

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

  • 173

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Stanley
  • Lynch
  • Nanonwide Ins, Co
  • Natwonwide Ins. Co

As filed

Sonoco Products — Int/Div

Morgan Stanley mt. bearmg demand accts — Int

IRA - MSDW Liquid Asset Fund — Interest

IRA - Intuitive Surgical — None — Sold — Stanley

IRA - Intuitive Surgical — Sold — Stanley

IRA - Baxter Int'l — Int/Div

IRA - Apple Inc — None — Sold (part) — Stanley

IRA - Apple Inc — Sold (part) — Stanley

IRA - IShares IBOXX — Int/Div — Sold (part) — Stanley

IRA - Devon Energy — Int/Div — Buy — Stanley

IRA - Devon Energy — Sold — Stanley

IRA - Danaher Corp. — Int/Div

IRA - General Electric — Int/Div — Sold — Stanley

IRA - General Electric — Buy — Stanley

IRA - Ishares MSCI — Int/Div

IRA - Chevron — Int/Div

IRA - Caterpillar — Int/Div — Buy — Stanley

IRA - Caterpillar — Sold (part) — Stanley

IRA - Caterpillar — Buy (add'l) — Stanley

IRA - Express Scripts Inc — None — Sold — Stanley

IRA - Express Scripts Inc — Buy — Stanley

IRA - Phillip Morris — Int/Div — Sold (part) — Stanley

IRA - Potash Corp — None — Sold — Stanley

IRA - Textron Inc — Int/Div

IRA - 3M Corp. — None — Sold — Stanley

IRA - Buffalo Small Cap Fund — None

IRA - Cohen + Steers Gbl Inf, A — Int/Div

IRA - Cohen + Steers Intl Realty A — Int/Div — Sold — Stanley

IRA - Goldman Sachs Sm Cap Val A — istmbution

IRA «Ivy Small Cap GRW A — None

IRA - Nuveen Trade Val. Op. A — Int/Div

IRA - Royce Op. Sve — None

IRA - RS Emerg. Mkt A — Int/Div

IRA - Imel — Int/Div — Sold — Stanley

IRA - MSC Emerging Mkt FD — Interest — Buy (add'l) — Stanley

IRA - Honevwell Int’) — Int/Div — Buy (add'l) — Stanley

IRA - Honevwell Int’) — Sold — Stanley

IRA - United Health Gp. — Int/Div — Buy (add'l) — Stanley

IRA - Pharmasset Inc — None — Redeemed — Stanley

IRA - Cemer Corp. — None — Buy (add'l) — Stanley

IRA - Thermo Fischer Sci Ine — None — Buy (add'l) — Stanley

IRA - Thermo Fischer Sci Ine — Buy (add'l) — Stanley

IRA - Sunoco Ine — Int/Div — Sold — Stanley

IRA - Hatteras Alpha Hdgd Fd — Int/Div — Sold — Stanley

Bristol Myers Squibb — Int/Div

Oracle Corp. — Int/Div

Lincoln Nat'l. Comp. — Int/Div

Altria Group — Int/Div

Kraft Foods — Int/Div

Coca Cola Co. — Int/Div

IRA « Alexion Pharm — None — Buy — Stanley

IRA « Alexion Pharm — Buy — Stanley

IRA -- HCA Holdings — None — Buy — Stanley

IRA -- Carefusion Corp. — None — Buy — Stanley

IRA - Ironwood Pharm — None — Buy — Stanley

IRA - Ironwood Pharm — Sold — Stanley

v) IRA - Suncoke Energy — None — Sold — Stanley

IRA -- Borg Warner — None — Buy — Stanley

IRA -- Borg Warner — Buy — Stanley

IRA -- Borg Warner — Sold — Stanley

IRA -- Gilead Science — None — Buy — Stanley

IRA -- Bidgen IDEC Inc — None — Buy — Stanley

IRA -- Franklin Inc. Adv — Interest — Buy — Stanley

IRA -- Prudential Sht Term Bd — Interest — Buy — Stanley

IRA -- Vodafone Gp Plc — Int/Div — Buy — Stanley

IRA -- Vodafone Gp Plc — Sold — Stanley

IRA -- Prudential Sht Dur Hi Yid — None — Buy — Stanley

IRA -- Prudential Sht Dur Hi Yid — Sold — Stanley

IRA «= JPMorgan Chase — Int/Div — Buy — Stanley

IRA «Cobalt Intl — Buy — Stanley

IRA «Cobalt Intl — Sold — Stanley

IRA -- Power Shares Wat Res — Int/Div — Buy — Stanley

IRA -- Williams Co. — Int/Div — Buy — Stanley

IRA - Watson Pharm — Int/Div — Buy — Stanley

IRA -- Oracle Corp. — Int/Div — Buy — Stanley

IRA -- Google Inc. CLA — Int/Div — Buy — Stanley

IRA « Microsoft — Int/Div — Buy — Stanley

IRA « Microsoft — Buy (add'l) — Stanley

IRA «= Lord Abbett Slt Dur Inc — Int/Div — Buy — Stanley

IRA « Wm Blair Intl Gwth — Int/Div — Buy — Stanley

IRA « Wm Blair Intl Gwth — Buy (add'l) — Stanley

IRA « Wm Blair Intl Gwth — Buy (add'l) — Stanley

IRA «SPDR Tr Gold Shs — None — Buy — Stanley

IRA «= Amarin Corp. — None — Buy — Stanley

IRA «= Amarin Corp. — Sold — Stanley

IRA «= Nucor Corp — Int/Div — Buy — Stanley

v) IRA - Prudential Gbl RE — Int/Div — Buy — Stanley

v) Mondelez Intl — Int/Div

y) MS Emergin M KT Debt — Interest

Merck — Int/Div

Coca Cola Bot. Consol. — Int/Div

Microsoft — Int/Div

Intel — Int/Div

Spectra Energy — Int/Div

Duke Energy Holding Co — Int/Div

General Electric Co — Int/Div

Phoenix Cos. — Int/Div

Philip Morris Int'l. Inc — Int/Div

ML CMA demand deposit — Interest

Rockmgham NC CTSF Part N — Interest — Redeemed — Lynch

N Carolina Estn MPA Sys — Interest

No. Carolina St PUB — Interest

Univ. NC Chapel Hill — Interest

Nash Hlth Cre Sys NCHCF — Interest

SCANACorp. — None — Sold — Lynch

AT&T Inc — Int/Div

Berkshire Hathaway CLB — None

N. Car. MCC. Healthcare — Interest

USB Capital VIII — Interest — Redeemed — Lynch

Johnson + Johnson — Int/Div

Amencan Balanced Fund — Interest

Amencan Fundamental — Interest

First Eagle Overseas FD — Interest

First Eagle Global FD — Interest

JPMorgan Inc. Bldr. FD — Interest

IRA - Cash™oney Mkt — Interest

IRA - American Capital Wid Fund — Interest

IRA - American Cap Inc. Bldr — Interest

IRA - American Growth Fund — Interest

529 College Amer. Fund — Int/Div

Amencan AMCAP 529A — Int/Div

American BDFD S29A — Int/Div

American CAP WRLD G&I 529A — Int/Div

Cisco Sys — Int/Div — Buy — Lynch

Emerson Elec — Int/Div — Buy — Lynch

Nucor Corp — Int/Div — Buy — Lynch

Nucor Corp — Buy (add'l) — Lynch

Amencan EUROPACIFIC S29A — Int/Div

American GR FD of Amer S29A — Int/Div

Amer. SMALLCAP World 529A — Int/Div

Amer. WA Mutual 529A — Int/Div

IRA - BB&T variable rate time mvestment — Int/Div

BB&T demand deposit — Interest

Morgan Stanley - Liquad Assets Acct. — Interest

Coca Cola Co. — Int/Div

Spectra Energy — Int/Div

Duke Energy Holding Co — Int/Div

Exxon/Mobil Corp — Int/Div — Sold (part)

General Electric Co — Int/Div

International Paper Co. — Int/Div

Harns Teeter Suprmkt — Int/Div — Lynch

Sonoco Products — Int/Div

Schlumberger, Ltd — Int/Div

Merck Co. — Int/Div

Triangle Properties Assoc, LLC — Distribution

JM. Wallace Land Co.. LLC — Distribution

East Mecklenburg Co. — istmbution

The Mason Wallace Co.. LLC — Distribution

Indian Land. SC Investment Real Estate — None

Microsoft — Int/Div

McDonalds Corp — Int/Div

Verizon Comm. — Int/Div

AT&T — Int/Div

Pfizer — Int/Div

Chevron Comp. — Int/Div

Medco Health Solutions, Inc /Express Seripts Hidg — None — Lynch

Conoco Phillips — Int/Div

Tradewinds Global Inv. Fund — Int/Div

MS Emergmg Mkts. Debt — Int/Div

Baxter Int'l — Int/Div

Bristol Myers Squibb — Int/Div

Dominion Res — Int/Div

Lockheed Martin — Int/Div

Nuveen Hi YLD Muni Bond — Interest

Lowes Cos. — Int/Div

Pepsico — Int/Div

Hatteras Alpha Hdgd. FD — Int/Div

MFS Muni High Inc. FD — Int/Div

INTER VIVOS TRUST Did 11-22-89 — None

John Hancock Life Insurance Policy — None

BB&T Demand Deposit Account — Interest

Prudential Financial — Int/Div

NY Life Fixed Annunity — Interest

Liability — Nanonwide Ins, Co — Triangle Properties Assoc, LLC secured by shopping center in Hickory, NC

Liability — Natwonwide Ins. Co — Note by JM Wallace Land Co. secured by shopping center i Iredell County, NC

I. POSITIONS

Trustee Inter Vivos life insuarnce trust dated 11-22-89,

VIL INVESTMENTS and TRUSTS

Conflicts: | do not handle any disputes involving any company in which stock is owned (individually and as Trustee). Also, | do not handle any disputes

involving closely held businesses or anything related thereto. Those matters are assigned to the other bankruptcy judges in the Western District of North Carolina,

I no longer have a conflict on matters involving Bank of America, since my brother's retirement from it. The Committee on Codes of Conduct has determined

that that is not a conflict for my hearing disputes involving BB&T on account of a brother-in-law’s involvement on a "local board” of the bank.

Note: Income is received from several closely held family corporations including East Mecklenburg Corp. ("S* corporation), The Mason Wallace Co, LLC, JM.

Wallace Land Co, LLC, and Triangle Properties Associates, LLC, and real property owned in common. This is in the nature of investment income and is reported

in PART VII. The corporations buy, sell and own real estate, but the stockholders do not control any of those decisions or assets individually.

1 own two cows that produce calves that | sell. The cows have a value of 1,000. During 2012 1 sold two calves tol of Brevard, NC, for a total of

$1400.

Lines 57, 88 and 89, Part VII: These items were inadvertantly omitted from prior reports.

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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George R. Hodges | Frix