William Byrd Traxler jr
2018Annual
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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.