David C. Norton

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

  • 126

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Trust (Trust #1)
  • Lousiana State Bar
  • Fulton County Medical Examiner, Atlanta, GA. - Salary
  • Web MD - Editonal Stipend
  • Medical Director, Life Pomt of SC

As filed

AES Comp — None

AFLAC Inc — None

Alcoa Inc — Int/Div

Alhanz Life Franklin Valuemark — Int/Div

Altria Group — Int/Div

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 New York Mellon Corp — Int/Div

Berkshire Hathaway Inc CIB — None

BP PLC Spons ADR — Int/Div

Bristol Myers Squibb — Int/Div

American Cap Wrld Gr & Inc A #1 — Int/Div — Buy (add'l)

American Cap Wrld Gr & Inc A #2 — Int/Div — Buy (add'l)

American Cap Wrld Gr & Inc A #3 — Int/Div

American Cap Wrld Gr & Inc A #4 — Int/Div

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 22 — Interest

Citibank Deposit Program #3 — Interest

Citigroup Inc — Int/Div

Coca-Cola Co — Int/Div

Comcast Corp CL A 21 — Int/Div

Comcast Corp CL A #2 — Int/Div

CSX Comp — Int/Div

Dell Inc — None

Walt Disney Co #1 — Int/Div

Walt Disney Co #2 — Int/Div

Walt Disney Co 43 — Int/Div

Dover — Int/Div

Dow Chemical 31 — Int/Div

Dow Chemical #2 — Int/Div

Duke Energy — Int/Div

EI Dupont Co — Int/Div

EV SC Muni Income A — Interest

Eli Lilly & Co #1 — Int/Div

Eli Lilly & Co #2 — Int/Div

Emerson Electric — Int/Div

Energy Transfer Partners LP #1 — None

Energy Transfer Partners LP #2 — None

Exxon Maobil Corp #1 — Int/Div

Exxon Mobil Corp #2 — Int/Div

First Federal of Charleston — Interest

First Financial Holdings Inc #1 — Int/Div

First Financial Holdings Inc #2 — Int/Div

General Electric Co #1 — Int/Div

General Electric Co #2 — Int/Div

General Electric Co #3 — Int/Div

Goldman Sachs Group Inc — Int/Div

Amencan Gr Fd of America A #1 — Int/Div

Amencan Gr Fd of America A #2 — Int/Div

American Gr Fd of Amenica A #3 — Int/Div

Guided Therapuetics Inc — None

Hartford Financial Services Grp — Int/Div

Hartford Capital Appreciation Fund (IRA) — Int/Div

Hewlett Packard Co — 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

Kraft Foods Inc CL A — Int/Div

Lege Mason Clrbridge Age Gw ( — None

Legg Mason Cap Mgmt Val € — Int/Div

Lincoln National Corp — Int/Div

Lmciln National Legacy 11 — Int/Div

Lincoln American Legacy View — Int/Div

MFS South Carolina Muni Bond CL A — Interest

Mass Mutual Life Ins — None

McDonalds Corp — Int/Div

Merck & Co Inc New — Int/Div

Metlife TVL Metlife Portfolioaccess — Int/Div

Metlife TVL Marquis Portfolios — Int/Div

Microsoft Corp — Int/Div

JP Morgan Chase & Co — Int/Div

Motorola Solutions Inc — Int/Div

3M Company A — Int/Div

Nokia Comp — None

Norfolk Southern — Int/Div

North Carolina Rental Property 100% Transyivania County, NC — Reat

Paragon Life Fixed Fund — None

Pepsico Inc — Int/Div

Phazer 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

Progress Energy — Int/Div — with lime 39)

Putmam Tax Smart FDS Equity FD CIB — Int/Div

Safeway Inc New — Int/Div

SCANA Corp — Int/Div

SCBT — Int/Div

South Carolina State Deferred Comp Plan — Int/Div

South Carolina State Retirement Plan — Int/Div

Suntrust Banks Inc — Int/Div

Synovus Fmancial Corp — Int/Div

Texas Instruments Inc — Int/Div

Time Wamer Inc — Int/Div

Total System Services Inc — Int/Div

Travelers Companies Inc — Int/Div

Unit First Trust Dow Target 10 May 2012 R — Int/Div — Sold (part)

Unit First Trust Dow Target 10 May 2012 R — Int/Div — Buy (add'l)

Verizon £1 — Int/Div

Verizon £2 — Int/Div

Washington Mutual Inc — Int/Div

Amencan WA Mutual A #1 — Int/Div

American WA Mutual A £2 — Int/Div

American WA Mutual A 23 — Int/Div

Wells Fargo & Co New #1 — Int/Div

Wells Fargo & Co New #2 — Int/Div

Zimmer Holdings Inc — None

Trust #1 - Roval 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 — Rent

Mondelez Intl Inc Com — None — from line 70)

Co-Trustee, Trust (Trust #1)

Reimbursement — Lousiana State Bar — 1128/12 t0 12/01/12 — New Orleans, LA — Activity of professional association — Transportation, lodging & tood

Spouse's income — 2012 — Fulton County Medical Examiner, Atlanta, GA. - Salary

Spouse's income — 2012 — Web MD - Editonal Stipend

Spouse's income — 2012 — Medical Director, Life Pomt of SC

Explanations for Part VIL Investments and Trusts

1. The rental property listed in Part VII, line 8% is located in Translyvania County, North Carolina, USA.

2. Trust # Iconsist of : Royal Dutch Shell

value L

value K

Allegheny Energy

Idearc

value J

Eli Lily

value K

Pepeo Holdings Inc

value J

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.

Lines 17-19 - Capital World Growth & ncome Fd CL A, name changed to American Cap Wrld Gr & Inc A.

Line 39 - Duke Energy was formed due to the merger with Progress Energy on 07/02/12.

Lines 56-58 - Growth Fund of America CL a name changed to American Gr Fd of America A.

Line 71 - Legg Mason Partners Aggressive Growth Fd Cl C name changed to Legg Mason Clrbridge Agg Gw C

Line 72 - Legg Mason Value Trust Ine name changed to Legg mason Cap Mgmt Val C,

8.

Line 75 - Licoln American Legacy View erroneously omitted in 2011.

9.

Line 80 - Metlife Life & Ann Co of Conn TLAC Port Arch name changed to Metlife TVL Portfolioaccess,

10. Line 81 - Metlife Life & Ann Co of Conn TLAC Marquiss Portfolio name changed to Metlife TVL Portfolio.

11. Line 109-110 « UTS FPT Dow Target 10 name changed to Unit First Trust Dow Target 10 May 2012 R. Same item listed on line 109 & 110, shown twice to

illustrate partial sale & partial purchase.

12. Line 113-115 - Washington Mutual Investors Fund CL A name changed to Washington WA Mutual A.

13. Article § Trust consist of lines: 10,18,20,27,31,4,42,4548,51, 5457658487 & 117.

14. Article 6 Trust consist of lines:

3,5,6,7.9,11,12,13,16,22.23 28 3 32,35 38.39.41 ,47,53,55,60,62.63,64.67.68,69,70.76,78,79,82 83.86 90,91 93,94 08, 105,106,108, 1 11,1 12,1 14 & 116.

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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