# Gilbert Stroud Merritt jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/27153

## Record

- **Judge:** Gilbert Stroud Merritt jr
- **Year:** 2010
- **Pages:** 28

## Text

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

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/27153. Public record. Not legal advice.