William Byrd Traxler jr

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 53

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Furman University
  • Arnzona State L'miversity
  • State of S.C. Circust Judge Retirement benefit
  • State of S.C. Retirement benefit

As filed

Greenville County, S.C — None — Sold

2) Leon County, Fla, — None

3) Leon County, Fla, — None

Sonoco stock (common) — Int/Div

American Funds: Washington Mutual Investors Fund IRA — Int/Div

Motorola Solutions stock (common) — Int/Div

A McDonalds stock (common) — Int/Div

Kellogg's stock (common) — Int/Div

RPM stock (common) — Int/Div

Sun Trust stock (common) — Int/Div

Family Trust £1 (H) - Income Beneficiary

Wells Fargo National Bank - cash account — Interest

Greenville County, SC — Rent

TD Bank - cash equivalent account — Interest

Vanguard Group Funds: Growth & Income Portfolio — Int/Div

American Funds: Growth Fund of America IRA — Int/Div — Sold (part)

American Funds: New Perspective Fund IRA — Int/Div

First Citizens Bank - cash equivalent account — Interest

Ameritrade IRA (H)

MIPS Technologies stock (common) — Int/Div

Honevwell stock (common) — Int/Div

Apphed Materials stock (common) — Int/Div

Texas Instrument stock (common) — Int/Div

BB&T stock (common) — Int/Div

Home Depot stock (common) — Int/Div

Athene -- whole life insurance policies — Interest

Protective Life - whole life insurance policy — Interest

Jefferson National Life - whole life insurance policy — Interest

Conagra stock (common) — Int/Div

Regions Financial Corp. stock (common) — Int/Div

Jefferson County, Florida — Rent

Monsanto stock (common) — Int/Div — Sold

Phizer stock (common) — Int/Div

FDIC Insured Deposit Sweep Program (Y)

SPDR Trust Series 1: SPY Fund — Int/Div

Antigonish County, Nova Scotia, Canada — None

RBC Bank - Canada - cash equivalent accounts — None

TD Canada Trust - Canada - cash equivalent accounts — None

Southern First Bank - cash equivalent accounts — Interest

Pinnacle Bank - cash equivalent accounts — Interest

United Community Bank - cash equivalent accounts — Interest

Anderson SC Wir and Sewer Bond — Interest — Sold

SC Jobs Econ Dev. Dev. Rev, Bon Secours Hlth Sys. Bond — Interest — Sold

Grand South Bank - cash equivalent accounts — Interest

TD Canada Trust - Canada - cash equivalent accounts — Interest

Fidelity Investments: MSCI Financials Index ETF (equity security) — Int/Div

SC State Pub Sve Auth Rev 7 Bond — Interest

South State Bank - cash equivalent accounts — Interest — Closed

Bntish American Tobacco PLC (common) — Int/Div — Sold

Henderson County, NC — None — Buy

Heritage Federal Credit Union cash equivalent account — Interest — Open

State Street Global Advisors: SPDR DJIA ETF (equity security) — Int/Div — Buy

INVESCO: Invesco QQQ ETF (equity security) — Int/Div — Buy

Trustee, Furman University

Agreement — 05/00/92 — State of S.C. Circuit Judge Retirement benefit (see 11LA1)

Reimbursement — Arnzona State L'miversity — IS -211/18 — Phoenix, AZ — Attend (YConnor Justice Prize award dinner — Transportation, lodging, meal

Income — 2018 — State of S.C. Circust Judge Retirement benefit — $73,970.00

Spouse's income — 2018 — State of S.C. Retirement benefit

In Parts 1Tand ITLA.1 «Tam eligible for a lifetime monthly retirement benefit of approximately 18/24 of 71.3% of the salary of a Circuit Judge of South Carolina,

Payment began when | umed 55 years of age on May 1, 2003.

In Part VIL, #31 -- Income is from reat.

In Part VII, #34 -- This is a fund at Sandlapper Securities into which my dividends are placed that are received directly by my broker. In 2018, these funds were in

the FDIC Insured Deposit Sweep Program. However, this account in 2018 did not meet the threshold monetary amounts to be a reportable asset,

In Part VII, #46, #52, and #53 -- My understanding is that the appropriate description for a unit of ownership in an exchange traded fund (ETF) is "equity security.”

In Part VII, #53 «= This investment was purchased as Powershares QQQ ETF. On June 4, 2018, Powershares QQQ ETF changed its name to Invesco QQQ 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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

William Byrd Traxler jr | Frix