Gilbert Stroud Merritt jr
2010
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Pull out the substance of this filing.
What was filed
41
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Armstrong
- Fund
- Reporting Period 01/01/2010 to 12/31/2010
- Union Planters Bank, Nashville, TN
As filed
Southem Properties & Co. (See below)
A) Westgate Shopping Center, Nashville, TN — Rent
B) White Castle, Nashville, TN — Rent
OC) 3 rental houses, Nashville, TN — Rent
D) Cash -- interest bearing, SunTrust, Nashville, TN — Interest
Check & savings acct. SunTrust, Nashville, TN — Interest
Cookeville Commons Shop. Ctr. Cookeville, TN — Rent
Artcollection -- paintings — None
Airplane — None — Sold — Armstrong
SunTrust Bank Account — None
Berkshire Hathaway — Int/Div
Heartland Express — Int/Div
Sigma Aldrich — Int/Div
Sysco Corp. — Int/Div
Tech Data Corp — Int/Div — Sold (part)
U.S. Treas. Bills — Interest
Nashville Bank & Trust — Interest
Vanguard Fund — Interest — Fund
NBT Holdings — None
U.S. Treasury Bills and Notes/see attached+
U.S. Treasury Bills and Notes/see attached+ — R — v ep — Reporting Period 01/01/2010 to 12/31/2010
Southem Properties & Co. (See below)
A) Westgate Shopping Center, Nashville, TN — Rent
B) White Castle, Nashville, TN — Rent
OC) 3 rental houses, Nashville, TN — Rent
D) Cash — interest bearing, SunTrust, Nashville, TN — Interest
Check & savings acct. SunTrust, Nashville, TN — Interest
Cookeville Commons Shop. Ctr Cookeville, TN — Rent
Artcollection -- paintings — None
Airplane — None — Sold — Armstrong
SunTrust Bank Account — None
Berkshire Hathaway — Int/Div
Heartland Express — Int/Div
Sigma Aldrich — Int/Div
Sysco Corp. — Int/Div
Tech Data Corp. — Int/Div — Sold (part)
U.S. Treas. Bills — Interest
Nashville Bank & Trust — Interest
Vanguard Fund — Interest — Fund
NBT Holdings — None
U.S. Treasury Bills and Notes/see attached+
Liability — Union Planters Bank, Nashville, TN — Mortgage on Cookeville Commons Shopping Center
Shayne & Co., LLC
PORTFOLIO APPRAISAL
Gilbert S. Merrit
D
nber 31,
10
Unit
Total
Market
Pet.
Price
Avysefs
Quantity
Secority
Cost
Cost
Value
Yield
Cash/Money Mkt Fund
Schwab U.S. Treasury Money
5,744.10
5,744.10
03
0.0
Fund / Cush
S,744.10
5,744.10
03
00
Treasury Bills
419,000 US. Treasury Bill
95.92
418,648.45
99.96
418,83031
19.6
ol
0.000% Due 04-21-11
418,648.45
418,830.31
9.6
Q.)
ETFs and Mutus! Funds
37.30
502,080.31
64.93
409
1.8
13,460.000 Vonguard Total Stock
873.957.80
Markel ETF
302,080.31
873,957.80
40.9
1.8
Hquities
2,750.000
Berkshire Hathaway Inc.
49.25
135,426.64
80.11
220302.50
10.3
0.0
Class B
333
16.02
119,973.78
bX
0.5
7.489.000
Heartland Express Inc.
24,928.78
2,500.000
Sigma-Aldrich Corp.
11.27
28,167.18
66.56
166,410.00
7.8
a
1.1
6.358.000
Sysco Corp.
29
145,731.31
29.40
186,925.20
28
J
Py
S
2,426.000
Tech Data Corp.
28.44
69,007.57
44.02
106,792.52
s.0
0.0
35.7
16.82
16,302.31
1.7
0.0
2.157.000
USG Carp:
717,092.54
480,354.22
836,696.21
39.2
1.1
TOTAL PORTFOLIO
1,406,827.08
2,1358228.52
£00.0
12
70, Nashville, TN 37215-2776, Assets are held at an independent custodian. The SEC urges you fo compare 10 custodians statement. Appraisal prices, if shown, may be estimated in certain cases.
Cost, if shown, is adjusted tax basis, which may differ from purchase price. Flease check against your owm records when filing a tax sefum
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.