Norwood Carlton Tilley jr

2019

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Pull out the substance of this filing.

What was filed

  • 110

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Wake Forest University School of Law
  • Chief Justice Joseph Branch Inn (American Inns of Court)
  • State retirement income from service as an administrator (Davidson County Community College)

As filed

3M Co. — Dividend

Apple Inc — Dividend

Wells Fargo, 3 IRAs (CDs) — Interest

First Citizens Bank & Trust IRA — Interest

MFS Heritage IRA (Mutual), MFS Capital Opportunities Fund — Interest

First Citizens Bank & Trust Savings Acct — Interest

Truliant Federal Credit Union Checking Acct — Interest

First Citizens Bank & Trust Quest Acct — Interest

First National Bank Checking Acct (formerly NewBridge Bank) — Interest

State Employees Credit Union Money Market Acct — Interest

Merrill Lynch Investment Acct (H)

Merrill Lynch Cash Account/Bank of America — Interest

Pinnacle Fncl Partners — Dividend

Truist Finl Corp (formerly BB&T Corporation) — Dividend

Bank of America Corp — Dividend

Coca Cola Com — Dividend

Comcast Corp New CL A — Dividend

Duke Energy Corp New — Dividend

Home Depot Inc — Dividend

Leggett & Platt Inc. PV1CT — Dividend

McDonalds Corp — Dividend

PepsiCo Inc — Dividend

Pfizer Inc — Dividend

Royal Dutch Shel PLC Spons ADR B — Dividend

FNB Corp — Dividend

Enbridge Inc — Dividend

Stryker Corp — Dividend

Sysco Corporation — Dividend

Zoetis Inc — Dividend

American Funds - High Income Trust CL A — Dividend

American Funds - Bond Fund of America CL A — Dividend

American Funds - Capital Income Builder Fund CL A — Dividend

American Funds - Capital World Growth & Income Fund CL A — Dividend

American Funds - Fundamental Investors CL A — Dividend

American Funds - Income Fund of America CL A — Dividend

American Funds - New Economy Fund CL A — Dividend

Royal Dutch Shell PLC Spons ADR A — Dividend

Lord Abbett Growth Leaders Fund CL C — Dividend

Align Tech Inc — Dividend

Lord Abbett Short Duration Tax Free CL C — Dividend

iShares Exponential Technologies ETF — Dividend

BlackRock Liquidity Mutual Fund — Int./Div. — Buy

Lexington Women's Investment Club (H)

Abbvie Inc — Dividend — Buy (add'l)

AFLAC Incorporated — Dividend

Berkshire Hathaway Inc - B — Dividend

Chevron Corporation — Dividend

Dassault Sys — Dividend

Duke Energy Corp — Dividend

Alphabet Inc - Class A — Dividend

HCP, Inc (now HealthPeak Properties, Inc) — Dividend

Johnson & Johnson — Dividend

Old Dominion Freight Line, Inc — Dividend

Pepsico, Inc — Dividend

Proctor & Gamble Company — Dividend

Enbridge Inc — Dividend

Verizon Communications, Inc — Dividend

Visa Inc — Dividend

Annaly Capital Management Inc — Dividend

Walt Disney Co — Dividend

Allergan PLC — Dividend — Sold

Bausch Health Cos Inc — Dividend

Edward Jones Money Market Account — Interest

Align Technology Inc — Dividend

CVS Corporation — Dividend

Home Depot Inc — Dividend

Synchrony Financal — Dividend

Micron Technology — Dividend

International Paper Co — Dividend

Amazon — Dividend

Sealed Air Corp New — Dividend

Canopy Growth Corp — Dividend — Buy

GW Pharmaceuticals PLC — Dividend — Buy

Merrill Lynch IRA #1 (H)

Blackrock Equity Dividend Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

iShares Russell 1000 Growth (X) — Dividend

Merrill Lynch IRA #2 (H)

Merrill Lynch Cash Account/Bank of America — Interest

American Growth Fund of America CL C — Dividend

American Growth Fund of America CL A — Dividend

American Investment Co of America CL A — Dividend

Blackrock Global Allocation Fund Inc C — Dividend

Columbia Acorn Fund CL A — Dividend

Delaware Small Cap Core Fund CL C — Dividend

First Eagle Global Class C — Dividend

Franklin Income Fund CL C — Dividend

Lord Abbett Short Duration Income Fund C — Dividend

MFS Emerging Markets Debt Fund CL C — Dividend

Putnam Equity Income Fund CL A — Dividend

Lord Abbett Multi Asset Income Fund C — Dividend

Merrill Lynch IRA #3 (H)

Blackrock Equity Dividend Fund — Dividend

The Oakmont International Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Invesco Oppenheimer International Growth Fund CL Y — Dividend

Merrill Lynch Cash Account/Bank of America — Interest

iShares Russell 1000 Growth — Dividend

iShares TR Core MSCI — Dividend

MFS Value Fund CL I — Dividend

TCW Total Return — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

Clearbridge Large Cap Growth Fund (X) — Dividend

Fuller & Thaler Behvrl Small Cap Eq Fund (X) — Dividend

T Rowe Price Emerging Mkts Stock Fund (X) — Dividend

Pimco Investment Grade Credit Bond Fund CL I2 — Dividend — Buy

Inherited land in Davidson Co, NC — Rent

Board of Visitors, Wake Forest University School of Law

Director, Chief Justice Joseph Branch Inn (American Inns of Court)

Spouse's income — 2019 — State retirement income from service as an administrator (Davidson County Community College)

Part VII - Investments and Trusts - Lines 41-73: Each security held by the Lexington Women's Investment Club is being reported because the club's total

investment in each security is above the reporting threshold. Spouse owns approximately 6% of the Investment Club, often meaning her personal investment in

the securities actually falls below the reporting threshold.

Part VII - Investments and Trusts - Line 110: Value is based on assessed tax value per Davidson County, NC.

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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