Norwood Carlton Tilley jr
2018Annual
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What was filed
106
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Wake Forest University School of Law
- Chief Justice Joseph Branch lon (Amencan Tans of Court)
- State retirement mcome from service as an administrator (Davidson County Community College)
As filed
Wells Fargo, 3 IRAs (CDs) — Interest
First Citizens Bank & Trust IRA — Interest
MFS Heritage IRA (Mutual), MFS Capital Opportunities Fund — Interest
First Citizens Bank & Trust Savings Acct — Interest
Truliant Federal Credit Union Checking Acct — Interest
First Citizens Bank & Trust Quest Acct — Interest
NewBridge Bank Checking Acct — Interest
State Employees Credit Union Money Market Acct — Interest
Memill Lynch Investment Acct (H)
Merrill Lynch Cash Account/Bank of America — Interest
Pimacle Fuel Partners — Int/Div
BB&T Corporation — Int/Div
Bank of America Corp — Int/Div
Coca Cola Com — Int/Div
Comcast Corp New CL A — Int/Div
Duke Energy Corp New — Int/Div
Home Depot Inc — Int/Div
Leggett & Platt Inc. PVICT — Int/Div — Sold (part)
McDonalds Corp — Int/Div
PepsiCo Inc — Int/Div
Pfizer Inc — Int/Div
Royal Dutch Shel PLC Spous ADR B — Int/Div
FNB Corp — Int/Div
Enbridge Inc — Int/Div
Stryker Comp — Int/Div
Sysco Corporation — Int/Div
Zoetis Inc — Int/Div
American Funds - High Income Trust CL A — Int/Div
American Funds - Bond Fund of America CLA — Int/Div
American Funds - Capital Income Builder Fund CL A — Int/Div
American Funds - Capital World Growth & Income Fund CL A — Int/Div
American Funds - Fundamental Investors CLA — Int/Div
American Funds - Income Fund of America CL A — Int/Div
American Funds - New Economy Fund CL A — Int/Div
Royal Dutch Shell PLC Spons ADR A — Int/Div
Lord Abbett Growth Leaders Fund CL — Int/Div
Align Tech Inc — Int/Div
Lord Abbett Short Duration Tax Free CL C — Int/Div — Sold (part)
Columbia Emerging Mkts — Int/Div — Sold
iShares Exponential Technologies ETF — Int/Div
Lexington Women's Investment Club (H)
IM Co, — Int/Div
Apple Inc — Int/Div
Abbvie Inc — Int/Div
AFLAC Incorporated — Int/Div
Berkshire Hathaway Inc - B — Int/Div — Buy (add'l)
Chevron Corporation — Int/Div
Dassault Sys — Int/Div
Duke Energy Corp — Int/Div
Alphabet Inc - Class A — Int/Div
HCP, Ic — Int/Div
Johnson & Johnson — Int/Div
Old Dominion Freight Line, Inc — Int/Div
Pepsico, Inc — Int/Div
Proctor & Gamble Company — Int/Div
Enbridge Inc — Int/Div
Verizon Communications. Inc — Int/Div
Visa Inc — Int/Div
Amnaly Capital Management Inc — Int/Div
Walt Disney Co — Int/Div
Allergan PLC — Int/Div — Buy (add'l)
Valeant Pharmaceuticals International (now Bausch Health Cos Ing) — Int/Div
Edward Jones Money Market Account — Interest
Align Technology Inc — Int/Div
CVS Corporation — Int/Div
Home Depot Inc — Int/Div
Columbia Emerging Mkts — Int/Div — Sold
Synchrony Financial — Int/Div — Buy
Micron Technology — Int/Div — Buy
International Paper Co — Int/Div — Buy
Amazon — Int/Div — Buy
Sealed Air Corp New — Int/Div — Buy
Memill Lynch IRA 21 (H)
Blackrock Equity Dividend Fund — Int/Div
The Oakmark International Fund (Y)
iShares Russell 1000 Value — Int/Div
iShares Core US Treasury Bond — Int/Div
Vanguard Intermediate Term Corporate Bond — Int/Div
Memill Lynch IRA 22 (H)
Merrill Lynch Cash Account/Bank of America — Interest
DIJIA LIRN (Issuer BAC) — Int/Div — Matured
Amencan Growth Fund of America CL — Int/Div
Amencan Growth Fund of America CL A — Int/Div
Amencan Investment Co of Amenca CL A — Int/Div
Bluckrock Global Allocation Fund Inc € — Int/Div
Columbia Acorn Fund CL A — Int/Div
Delaware Small Cap Core Fund CL C — Int/Div
First Eagle Global Class ( — Int/Div
Franklin Income Fund CL C — Int/Div
Lord Abbett Short Duration Income Fund OC — Int/Div
MFS Emerging Markets Debt Fund CL ¢ — Int/Div
Putnam Equity Income Fund CL A — Int/Div
Lord Abbett Multi Asset Income Fund € — Int/Div
Memill Lynch IRA 23 (H)
Blackrock Equity Dividend Fund — Int/Div
The Oakmont International Fund — Int/Div
iShares Russell 1000 Value — Int/Div
iShares Core US Treasury Bond — Int/Div
Oppenheimer International Growth Fund CLY — Int/Div
Merrill Lynch Cash Account/Bank of Amenca — Interest
iShares Russell 1000 Growth — Int/Div
iShares TR Core MSC — Int/Div
MFS Value Fund CL — Int/Div
TCW Total Return — Int/Div
Vanguard Intermediate Term Corporate Bond — Int/Div
Inherited land in Davidson Co, NC (X) — Reat
Board of Visitors, Wake Forest University School of Law
Director, Chief Justice Joseph Branch lon (Amencan Tans of Court)
Spouse's income — 2018 — State retirement mcome from service as an administrator (Davidson County Community College)
Part VII - Investments and Trusts - Lines 41-72: Each security held by the Lexington Women's Investment Club is bemg reported because the club's total
investment in each security is above the reporting threshold. Spouse owns approximately 6% of the Investment Club, often meaning her personal investment in
the securities actually falls below the reporting threshold.
Part VII - Investments and Trusts - Line 106: Value is bused on assessed tax value per Davidson County, NC.
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.