Norwood Carlton Tilley jr

2018Annual

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Pull out the substance of this filing.

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.

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