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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 227

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Merrill Lynch
  • from Edward Jones
  • by State to Safeco
  • SunTrust stock
  • Memill Lynch
  • Jones retirement acct
  • for others
  • Florida Blue Key Advisory Board (University of Florida)
  • Hillsborough County Bar Foundation

As filed

Altria stock — buy

SUN TRUST ACCOUNTS

Individual checking — Interest

Mcintosh Road — Interest

hecking — Interest

oving: — Interest

Spouse individual — Interest

JONES ACCOUNTS

Polk County, FL — Interest

Individual — Interest — transterred — Merrill Lynch

Individual — Interest — opened

JJllBea — Interest

JJllBea — Interest — closed

Custodian #1 — Interest

Custodian #2 — Interest

MERRILL LYNCH ACCOUNTS

Individual — Interest — opened

Individual — Interest — opened — from Edward Jones

T. ROWE PRICE FUND (Deferred comp) — Int/Div

GREAT WESTERN (Washington Mutual Bank) — Int/Div

SYMETRA — Int/Div — transfer — by State to Safeco

NATIONWIDE — Int/Div — transfer

BANK OF AMERICA STOCK — Int/Div

25. GEO THERMAL STOCK — None

DISNEY — Int/Div — sell

AM SOUTH — Int/Div

DELL — Int/Div

CARNIVAL — Int/Div

GENERAL ELECTRIC — Int/Div — sell

CITI GROUP — Int/Div

REAL PROPERTY

Polk County, FL — Trees

Condo, Longboat Key, FL — Rent

Condo, Tampa — None

Property #1, Celo, NC — None

Property #2, Celo, NC — None

Property #3, Highlands, NC — None

Rental property, Plant City, FL — Rent

INVESTMENT PARTNERSHIP — Int/Div

Agere — spin-off

Bank of America stock

Bank of Granite stock

B & K Bank Stock — buy

Carolina Bank stock — exchanged — SunTrust stock

Coastal Financial stock — buy

Colonial Bancgroup stock

First Horizon stock f/k/a First Tennessee stock — change

Greer Bancshares — buy

Mead Westvaco stock — sold

SunTrust stock

American Smallcap World

TRUST #1 — Int/Div

Amsouth stock

Bank of America stock

Coca Cola stock

Coastal Financial stock

Duke Energy stock

Energizer stock

First Horizon stock — change

General Electric

Motorola stock

SouthTrust stock

SunTrust stock

Wachovia stock

MORTGAGE REC. #2, Wimauma, FL — Interest

Allied Capital — buy

Am South stock — buy

Bank of America stock — buy

Bristol Myers stock — buy

Clear Channel stock — buy

Merck stock — buy

Pfizer stock — buy

Tupperware stock — buy

Allied Capital stock — buy

Am South — buy

Bank of America stock — buy

Cardinal stock — buy

Colonial Banc Group stock — buy

CVS stock — buy

Dollar Tree stock — buy

Duke Realty stock — buy

Hancock Partners — buy

Johnson & Johnson stock — buy

Calamos Fund — buy

General Motors stock — buy

Merck stock — buy

Mylan Lab stock — buy

NVIDIA stock — buy

Pfizer stock — buy

Regions stock — buy

St. Joe stock — buy

Tupperware stock — buy

UST stock — buy

Buckeye Partners — buy

Washington Mutual stock — buy

Wachovia stock — buy

J. M. Smucker — buy

Toyota stock — buy

SUN TRUST ACCOUNTS

Mcintosh Road — Interest

Checking — Interest

Savings — Interest

Individual — Interest

EDWARD JONES ACCOUNTS

Polk County, FL — Interest

Individual — Interest — transferred — Memill Lynch

Individual — Interest — opened

ll {Beach — Interest

Joint Condo — Interest — closed

Custodian #1 — Interest

Custodian #2 — Interest

MERRILL LYNCH ACCOUNTS

Individual — Interest — opened

Individual — Interest — opened — from Edward Jones

T. ROWE PRICE FUND (Deferred comp) — Int/Div

GREAT WESTERN (Washington Mutual Bank) — Int/Div

SYMETRA — Int/Div — transfer — by State to Safeco

NATIONWIDE — Int/Div — transfer

BANK OF AMERICA STOCK — Int/Div

GEO THERMAL STOCK — None

DISNEY — Int/Div — sell

AMSOUTH — Int/Div — buy

DELL — Int/Div

CARNIVAL — Int/Div

GENERAL ELECTRIC — Int/Div — sell

CITI GROUP — Int/Div — buy

REAL PROPERTY

Diamond Hill, Valrico, FL — Rent

Polk County, FL — Trees

Franklin Street, Plant City, FL — Rent

Condo, Longboat Key, FL — Rent

Condo, Tampa — None

Property #1, Celo, NC — None

Property #2, Celo, NC — None

Property #3, Highlands, NC — None

Rental property, Plant City, FL — Rent

INVESTMENT PARTNERSHIP — Int/Div

Agere — spin-off

Bank of America stock

Bank of Granite stock

B & K Bank Stock — buy

Carolina Bank stock — exchanged — SunTrust stock

Coastal Financial stock — buy

Colonial Bancgroup stock

First Horizon stock fk/a First Tennessee stock — change

Greer Bancshares — buy

Mead Westvaco stock — sold

SunTrust stock

Wachovia stock

Xerox stock

Altria Group stock

Dell stock

Bristol Myers Squibb stock

General Electric stock

Pfizer stock

Lucent Tech stock — sold

Tupperware — buy

Schering Plough stock

EDWARD JONES IRA — Interest

Bank America stock — Int/Div

PROFIT SHARING RETIREMENT ACCT (Trinkle, Redman) — None — rollover — Jones retirement acct

EDWARD JONES RETIREMENT ACCOUNT — Int/Div

American Growth Fund of America

American New Perspective

American Washington Mutual Investors

American New Economy

Amencan Smallcap World

TRUST #1 — Int/Div

Amsouth stock

Bank of America stock

Coca Cola stock

Coastal Financial stock

Compass stock

Duke Energy stock

Energizer stock

First Horizon stock — change

General Electric

Motorola stock

Ralcorp Holdings stock

SouthTrust stock

SunTrust stock

Wachovia stock

MORTGAGE REC. #2, Wimauma, FL — Interest

TRUST/EDWARD JONI — Int/Div

Alhed Capital — buy

Am South stock — buy

Bank of America stock — buy

Bristol Myers stock — buy

Clear Channel stock — buy

Merck stock — buy

Pfizer stock — buy

Tupperware stock — buy

WE TRUST/MERRILL LYNCE — Int/Div

Altna stock — buy

Allied Capital stock — buy

Am South — buy

Bank of America stock — buy

Cardinal stock — buy

Colonial Banc Group stock — buy

CVS stock — buy

Dollar Tree stock — buy

Eastman Chemical stock — buy

Hancock Partners — buy

Johnson & Johnson stock — buy

Calamos Fund — buy

General Motors stock — buy

Merck stock — buy

Mylan Lab stock — buy

NVIDIA stock — buy

Pfizer stock — buy

Regions stock — buy

St. Joe stock — buy

Tupperware stock — buy

UST stock — buy

Buckeye Partners — buy

Washington Mutual stock — buy

Wachovia stock — buy

J. M. Smucker — buy

Toyota stock — buy

Custodian (bank account), for others

Director, Florida Blue Key Advisory Board (University of Florida)

Director, Hillsborough County Bar Foundation

Liability — Merrill Lynch — Secured Loan

Income — A JVI, UUL 9 JUVE 9,

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Item numbers 76 through 89 and 91 through 113 from last reporting period (2003) were omitted because they were assets i no

longer dependents.

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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