James A. Beaty jr
2005
Ask Donna
Pull out the substance of this filing.
What was filed
25
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
2
spouse income
Named parties
- Workshop for Judges
- Judicial Conference
- NC Judicial Retirement Vested Benefit
- The Speech Center
- 7/26-28/05 Boston, MA (Travel, Lodging, Food)
As filed
Wachovia Brokerage IRA — Int/Div
Citigroup
Microsoft
General Electric
Omega Health Prop. Common
Lithium Technology/Common
Carolina Power & Light Common
American Power Conversion Company — Buy
Duke Energy, Common — Int/Div
Nations Bank Securities 401 Converted to IRA — Int/Div
CSX, Corp., Common — Int/Div — Sell
Exxon Mobile — Int/Div
Vanguard, 500 Mutual Fund — Int/Div — Exchanged
Vanguard Healthcare Mutual Fund — Int/Div
Vanguard Emerging Mkt — Int/Div — Buy/Exchange
Bell South — Int/Div
Mutual of New York-Whole Life — Int/Div
Mutual of New York-Whole Life — Int/Div
Mutual of New York-Whole Life — Int/Div
Equitable Life-Whole Life — Int/Div
Equitable Variable Life-Whole Life — Int/Div
Equitable Variable-Alliance Common Stock Fund — Int/Div — Surrender
Equitable Variable-Alliance Common Stock Fund — Int/Div
State Farm Universal-Whole Life — Int/Div
RBC Certificate of Deposit — Interest — Closed
Reimbursement — Workshop for Judges — 3/6-3/9/05 Williamsburg, VA (Travel, Lodging, Food)
Reimbursement — Judicial Conference — 6/29-7/1/05 Hot Springs, Va. (Travel, Lodging, Food)
Income — 2005 — NC Judicial Retirement Vested Benefit — $ 28,800
Spouse's income — 2005 — The Speech Center
Spouse's income — 1983 Litigation Section — 7/26-28/05 Boston, MA (Travel, Lodging, Food)
As previously noted , monthly contributions are made into Dividened Reinvestment Plans or Investor Plans in each of the following lists of securities or mutual
funds: (9) Duke Energy, (12) Exxon Mobil, (16) BellSouth, (13) Vanguard 500 Index Mutual Fund, (14) Vanuard Health Care Index Fund, and the newly acquired
(15)Vanguard Emerging Market Fund.
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.