George Ross Anderson jr
2010
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What was filed
138
investments
3
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- 1 in Part VIII
- 2 in Part VIII
- 1 & 3 in Part VIII
- I & 3 in Part VIII
- 3 in Part VIII
- 5 in Part VIII
- 3 & 5 in Part VIII
- 3 & 6 in Part VIII
- I in Part VIII
- 1 & 4 in Part vil
- I & 4 in Part vil
- 4 in Part VIII
- Anderson University
- Anderson Area YMCA
- SC Association for Justice
As filed
PROPERTY #1. ANDERSON, SC — None
COMMUNITY FIRST BANCORPORATION COMMON STOCK — None
THE SOUTH FINANCIAL GROUP, INC COMMON STOCK — with line 4)
THE TORONTO- DOMINION BANK COMMON STOCK — Int/Div
COMMUNITY CAPITAL CORP. COMMON STOCK (BELTON BANK) — None
PROPERTY #2, ANDERSON, SC — None
LEXINGTON CO. SC HOSPITAL BOND (5.125%) — Interest
GRANDSOUTH BANCORPORATION COMMON STOCK — None
PEOPLES BANCORPORATION, INC COMMON STOCK — None
REGIONS FINANCIAL CORP. COMMON STOCK — Int/Div
FLORENCE CO. HOSPITAL BOND (4.75%) — Interest
HORRY CO. HOSPITAL BOND (5.00%) — Interest
ORANGEBURG CO. SC BOND (5.70%) — Interest
MSSB IRA #1 — Int/Div
INVESCO DIVIDEND GROWTH B MUTUAL FUND — 1 in Part VIII
MSSB IRA #2 — Int/Div
MSSB FOCUS GROWTH FUND A MUTUAL FUND
INVESCO DIVIDEND GROWTH B MUTUAL FUND — 1 in Part VIII
MANDATORY IRA DISTRIBUTION MSSB IRA #1 — Distribution — Distributed — 2 in Part VIII
INVESCO S&P 500 B FUND MUTUAL FUND (Y) — 1 & 3 in Part VIII
INVESCO S&P 500 A FUND [MUTUAL FUND (Y) — I & 3 in Part VIII
UNIVERSITY OF SC BOND (5.75%) — Interest — Redeemed
LEXINGTON CO. SC WATER & SEWER BOND (5.45%) — Interest
GREENVILLE HOSPITAL SYSTEM BOND (5.00%) — Interest
MSSB AMERICAN GROWTH FUND OF AMERICA B ‘MUTUAL FUND" — with line 30)
MSSB AMERICAN GROWTH FUND OF AMERICA A MUTUAL FUND (Y) — 3 in Part VIII
SC STATE HOUSING DEVELOPMENT BOND (5.125%) — Interest — Redeemed
SC TRANSPORTATION INFRASTRUCTURE BOND (5.00%) — Interest
SPARTANBURG CO. SC HOSPITAL BOND (5.25%) — Interest
SC TRANSPORTATION INFRASTRUCTURE BOND (5.10%) — Interest
LEXINGTON CO. SC WATER & SEWER BOND (5.00%) — Interest
SC PUB SVC AUTH SANTEE COOPER BOND (5.125%) — Interest
INVESCO VAN KAMPEN COMSTOCK B MUTUAL FUND — Int/Div — 5 in Part VIII
GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest
SC TRANSPORTATION INFRA. BOND (5%) — Interest
SCTRANSPORTATION INFRA. BOND (5.10%) — Interest
GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest
GREENVILLE HOSPITAL SYSTEMS FACILITY REV. BOND (4.6%) — Interest
SPARTANBURG CO. SC HEALTH ’ SERVICES HOSPITAL BOND (5.25%) — Interest
SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Interest
SC STATE PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest
SC STATE PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest
BEAUFORT CO. SC TAX REVENUE BLUFFTON BOND (5.00%) — Interest
MSSB JP MORGAN MID CAP VALUE B MUTUAL FUND (Y) — 3 in Part VIII
COLLEGE OF CHARLESTON BOND (5%) — Interest
BERKELEY CO. SC WATER & SEWER BOND (5%) — Interest
GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest
MSSB JP MORGAN MID CAP VALUE C MUTUAL FUND (Y) — 3 in Part VIII
INVESCO VAN KAMPEN COMSTOCK C MUTUAL FUND (Y) — 3 & 5 in Part VIII
INDEPENDENCE BANCSHARES, INC COMMON STOCK — None
MEDICAL UNIVERSITY SC HOSPITAL BOND (5.00%) — Interest — Sold (part)
UNIVERSITY OF SC BOND (4.25%) — Interest
UNIVERSITY OF SC BOND (4.25%) — Interest
COLUMBIA, SC WATER & SEWER BOND (5.00%) — Interest
DORCHESTER CO COURTHOUSE BOND (4.60%) — Interest
SCPUB SVC AUTH SANTEE COOPER BOND (4.50%) — Interest
SC PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest
MSSB AMERICAN GROWTH FUND OF AMERICA C "MUTUAL FUND (Y) — 3 in Part VIII
SCAGO EDU. COLLETON SCHOOL BOND (4.375%) — Interest
SCAGO EDU. COLLETON SCHOOL BOND (4.50%) — Interest
TOUCHMARK BANCSHARES, INC COMMON STOCK — None
SPARTANBURG SC REGIONAL HEALTH BOND (4.50%) — Interest
SC JOBS ECONOMIC DEV. AUTH HOSP. BOND (4.50%) — Interest
RICHLAND-LEXINGTON AIRPORT BOND (5.00%) (Y) — 3 in Part VIII
SC TRANSPORTATION INFRASTRUCTURE BOND (4.50%) (Y) — 3 in Part VIII
SCAGO EDU. FAC. PICKENS CO SCHOOL BOND (5.00%) (Y) — 3 in Part VIII
SCJOBS ECONOMIC DEV. HOSPITAL BOND (5.00%) — Interest
COLLEGE OF CHARLESTON EDU. FAC. BOND (4.50%) — Interest
MORGAN STANLEY BANK MONEY MARKET ACCOUNT — Interest
BERKELEY CO. SC SCHOOL DISTRICT BOND (4.75%) — Interest — Buy
SCAGO EDUCATION FACILITY SCHOOL BOND (5.00%) (Y) — Buy — 3 & 6 in Part VIII
SCAGO EDUCATION FACILITY SCHOOL BOND (4.375%) — Interest — Buy
PROPERTY #I, ANDERSON, SC — None
COMMUNITY FIRST BANCORPORATION COMMON STOCK — None
THE TORONTO- DOMINION BANK COMMON STOCK — Int/Div
COMMUNITY CAPITAL CORP. COMMON STOCK (BELTON BANK) — None
PROPERTY #2. ANDERSON, SC — None
PEOPLES BANCORPORATION, INC COMMON STOCK — None
REGIONS FINANCIAL CORP. COMMON STOCK — Int/Div
FLORENCE CO. HOSPITAL BOND (4.75%) — Interest
MSSB IRA #2 — Int/Div
MSSB FOCUS GROWTH FUND A MUTUAL FUND
INVESCO DIVIDEND GROWTH B MUTUAL FUND — I in Part VIII
MANDATORY IRA DISTRIBUTION: MSSB IRA #1 — Distribution — Distributed — 2 in Part VIII
INVESCO S&P 500 B FUND [MUTUAL FUND" — Int/Div — Donated — 1 & 4 in Part vil
INVESCO S&P 500 A FUND MUTUAL FUND" — Int/Div — Donated — I & 4 in Part vil
LEXINGTON CO. SC WATER & SEWER BOND (5.45%) — Interest
GREENVILLE HOSPITAL SYSTEM BOND (5.00%) — Interest
GREENVILLE HOSPITAL SYSTEM BOND (5.00%) — Interest
MSSB AMERICAN GROWTH FUND OF AMERICA B 'MUTUAL FUND" — with line 30)
MSSB AMERICAN GROWTH FUND OF AMERICA A ‘MUTUAL FUND" — Int/Div — Donated — 4 in Part VIII
BEAUFORT-JASPER SC WATER & SEWER BOND (5.00%) — Interest
SPARTANBURG CO. SC HOSPITAL BOND (5.25%) — Interest
SC STATE PUB SVC AUTH SANTEE COOPER BOND (5.125%) — Interest
SC TRANSPORTATION INFRASTRUCTURE BOND (5.10%) — Interest
LEXINGTON CO. SC WATER & SEWER BOND (5.00%) — Interest
SCPUB SVC AUTH SANTEE COOPER BOND (5.125%) — Interest
INVESCO VAN KAMPEN COMSTOCK B MUTUAL FUND — Int/Div — 5 in Part VIII
GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest
SC TRANSPORTATION INFRA. BOND (5.10%) — Interest
SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Interest
GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest
GREENVILLEHOSPITAL SYSTEMS FACILITY REV. BOND (4.6%) — Interest
SPARTANBURG CO. SCHEALTH SERVICES HOSPITAL BOND (5.25%) — Interest
SPARTANBURG CO. SC HEALTH SERVICES HOSPITAL BOND (5.25%) — Interest
SCSTATE PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest
SC STATE PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest
BEAUFORT CO. SC TAX REVENUE BLUFFTON BOND (5.00%) — Interest
SCSTATE PUB SVC AUTH SANTEE COOPER BOND (5.125) — Interest
MSSB JP MORGAN MID CAP VALUE B MUTUAL FUND — Int/Div — Donated — 4 in Part VIII
COLLEGE OF CHARLESTON BOND (5%) — Interest
BERKELEY CO. SCWATER & SEWER BOND (5%) — Interest
GREENVILLE CO. SC SCHOOL DISTRICT BOND (5.5%) — Interest
MSSB JP MORGAN MID CAP VALUE C MUTUAL FUND — Int/Div — Donated — 4 in Part VIII
MEDICAL UNIVERSITY SC HOSPITAL BOND (5.00%) — Interest — Sold (part)
EASLEY SC UTILITY REV. BOND (4.50%) — Interest
UNIVERSITY OF SC BOND (4.25%) — Interest
UNIVERSITY OF SC BOND (4.25%) — Interest
ANDERSON CO. MUN. WATER & SEWER BOND (5.00%) — Interest
COLUMBIA, SC WATER & SEWER BOND (5.00%) — Interest
SC PUB SVC AUTH SANTEE COOPER BOND (4.50%) — Interest
SC PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest
HORRY CO. SC SCHOOL BOND (4.50%) — Interest
TOUCHMARK BANCSHARES, INC COMMON STOCK : — None
SC JOBS ECONOMIC DEV. AUTH HOSP. BOND (4.50%) — Interest
SC TRANSPORTATION INFRASTRUCTURE BOND (5.00%) — Interest
BEAUFORT CO. SCHOOL BOND (5.00%) — Interest — Donated — 4 in Part VIII
DORCHESTER CO. COURTHOUSE BOND (4.60%) — Interest — Donated — 4 in Part VIII
RICHLAND-LEXINGTON AIRPORT BOND (5.00%) — Interest — Donated — 4 in Part VIII
SC TRANSPORTATION INFRASTRUCTURE BOND (4.50%) — Interest — Donated — 4 in Part VIII
SCAGO EDU. FAC. PICKENS CO SCHOOL BOND (5.00%) — Interest — Donated — 4 in Part VIII
SCAGO EDU. FAC. PICKENS CO SCHOOL BOND (5.00%) — Interest
SCJOBS ECONOMIC DEV. HOSPITAL BOND (5.00%) — Interest
COLLEGE OF CHARLESTON EDU. FAC. BOND (4.50%) — Interest
MORGAN STANLEY BANK MONEY MARKET ACCOUNT — Interest
BERKELEY CO. SC SCHOOL DISTRICT BOND (4.75%) — Interest — Buy
SCAGO EDUCATIONFACILITY SCHOOL BOND (5.00%) — Interest — Buy
SCAGO EDUCATIONFACILITY SCHOOL BOND (5.00%) — Donated — 4 in Part VIII
Chairman Emeritus: Board of Regents (formerly Foundation Council), Anderson University
Emeritus Member: Board of Visitors & Directors, Anderson University
Honorary Member: Board of Directors, Anderson Area YMCA
Reimbursement — SC Association for Justice — December 2-4, 2010 — Atlanta, GA — Speaker — 2 Nights Lodging
Note 1: Name change from MSSB (Morgan Stanley Smith Barney) to Invesco.
Note 2. Mandatory IRA withdrawal. IRA details listed in Part VII, lines 15-17.
Note 3. Mandatory IRA withdrawal. IRA details listed in Part VII, lines 18-20.
Note 4. Asset donated to an Irrevocable Trust on 11/8/2010. The filer has no legal authority, control, or management of the trust. The type of transaction
(Donated) was used per instructions of the Committee on Financial Disclosure.
Note 5. Name change from Van Kampen Comstock C to Invesco Van Kampen Comstock C.
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.