James C. Dever 3
2008
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Pull out the substance of this filing.
What was filed
42
investments
3
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
4
spouse income
Named parties
- Campbell University, N.A. Wiggins School of Law
- North Wake County Baseball Association
- Duke Unversity School of Law oo ~ ccrerresiittommm—————sty memset rere rere ces rte [ZB
- Maupin Taylor, P.A. Profit Sharing Plan (Maupi
- Agreement to teach as a senior lecturing fellow at Duke University
- Campbell University (wages)
- Duke University (wages)
- Teacher, Our Lady of Lourdes Catholic School, Raleigh, North Carolina (wages)
As filed
Maupin Taylor, P.A. Profit Sharing Plan
AFIBX Fundamental Invs. Inc. - B — None — Sold
IHCAX Hartford Cap Apprec Fund - B — None — Sold
NYVBX Davis NY Venture- B — None — Sold
OGLBX Oppenheimer GLBL FD -B — None — Sold
PVTBX Putham Vista FD -B — None — Sold
TEDBX Mutual Sec FD Discover - B — Int/Div — Sold
MBAGX MEFS Aggressive GR Allo - B — Int/Div — Sold
Capital Income Bldr Fd CIBBX — None — Sold
Mutual Series FD Inc Discovery FD TEDB XxX — None — Sold
Northwestern Mutual Life Policy — Int/Div
Index 500 Stock — None — Sold
Index 400 Stock — None — Sold
AAETX (American Funds 2030 Target D ate) — None — Buy
TABRX (Templeton Bric Fund Class A) — None — Buy
OIBAX (Oppenheimer Intl Bond Class A) — None — Buy
NEWFX (New World Fund Class A) — None — Buy
TEDIX (Mutual Series Discovery Class A) — None — Buy
ITHAX (Hartford Capital Appreciation F und) — None — Buy
FRRAX (Franklin Real Return Fund Class A) — None — Buy
RPFGX (Davis Financial Fund Class A) — None — Buy
CWGIX (Capital World Growth & Income) — None — Buy
CAIBX (Capital Income Builder Fund) — None — Buy
AMCPX (AMCAP Fund Class A) — None — Buy
Cash Deposit — Interest — Open
Trust No.
Wachovia checking acct — None
Wachovia savings acct. — Interest
Kincecta Federal Savings & Loan checking acct. — Interest
Kinecta Federal Savings & Loan savings ac ct. — Interest
Kinecta Federal Savings & Loan CD — Interest
Kinecta Federal Savings & Loan CD — Interest
Fidelity Cash Reserve acct. — Interest
New York Life whole life insurance policy — Int/Div
USAA whole life insurance policy — Int/Div
Citibank Bank Deposit — Interest
AT&T Inc stock — Int/Div
Chevron Corp stock — Int/Div
Citigroup Inc stock — Int/Div — Sold (part)
Comcast Corp Cl A stock — Int/Div
General Electric Co stock — Int/Div
News Corp Class A New stock — Int/Div
Adjunct Law Professor, Campbell University, N.A. Wiggins School of Law
Director, North Wake County Baseball Association
Senior Lecturing Fellow, Duke Unversity School of Law oo ~ ccrerresiittommm—————sty memset rere rere ces rte [ZB
Agreement — 2008 — Agreement to teach as an adjunct law professor at Campbell University
Income — 2008 — Maupin Taylor, P.A. Profit Sharing Plan (Maupi — vy former law firm.)
Spouse's income — 2008 — Agreement to teach as a senior lecturing fellow at Duke University
Spouse's income — 2008 — Campbell University (wages)
Spouse's income — 2008 — Duke University (wages)
Spouse's income — 2008 — Teacher, Our Lady of Lourdes Catholic School, Raleigh, North Carolina (wages)
As to part VII, 1 closed my retirement account that was in the Maupin Taylor, P.A. Profit Sharing Plan. In closing the account, I sold the various funds that were in
the account. I then took the cash proceeds, established an IRA through Northwestern Mutual Investment Services, and rolled the cash proceeds into the IRA. The
new IRA investments are reflected in the new report. Ino longer have any investment in the Maupin Taylor, P.A. Profit Sharing Plan.
As for the two whole life policies from Northwestem Mutual, I converted those policies to fixed paid up on November 30, 2008. Thus, although I still own the
policies, my insurance agent advises me that the money is no longer invested in the portfolios described in my 2007 report and in my letter to the Committee dated
July 11, 2008. Instead, my insurance agent advises me that the money in the paid up whole life insurance policies is invested in the Nortwestern Mutual general
account, but is not invested in the portfolios listed in the 2007 report.
I became the co-trustee of a a rust in January 2008. I have added information concerning that trust in the 2008 report. The report lists the trust as "Trust No.
1"
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.