Joseph Fletcher Anderson jr

2019

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Pull out the substance of this filing.

What was filed

  • 25

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • n/a
  • Texas Bar & Bench
  • University of South Carolina School of Law - Adjunct Instructor Pay

As filed

Checking Account — Interest

US Savings Bond (Series I) — Interest

Money Market: Bank of America — Interest

Stock: Gilead Sciences — Dividend

Stock: Kinder Morgan — Dividend

Stock: Johnson & Johnson — Dividend

Stock: AT&T — Dividend

Stock: Duke Energy — Dividend

Stock: Exxon Mobil — Dividend

Gold Deposit: Standard & Poors — Dividend

Mutual Fund: Vanguard Wellington — Dividend

Mutual Fund: Vanguard Global Equity — Dividend

Mutual Fund: Vanguard Energy Fund — Dividend

Mutual Fund: Vanguard Dividend Growth — Dividend

Mutual Fund: Vanguard Selected Value — Dividend

Mutual Fund: Vanguard Health Care — Dividend

Ltd. Pship Interest: Enterprise Products Partners — Distribution — Sold — n/a

Ltd. Pship Interest: Energy Transfer Equity — Distribution — Sold — n/a

Ltd. Pship Interest: Plains All American Pipeline — Distribution — Sold — n/a

Land Tract: Unimproved 1.77 Acres — None

Savings Account - First Community Bank — Int./Div.

Raymond James Cash Account — Int./Div.

S&P 500 ETF — Dividend — Buy — n/a

Greenwood SC Schools Revenue Bond — Int./Div. — Buy — n/a

S&P 500 ETF — Dividend — Buy — n/a

Agreement — 3/22/2019 — Retirement Account with the S.C. Retirement System. Value is between $15,000 and $50,000. See Part VIII for a more complete explanation.

Reimbursement — Texas Bar & Bench — 5/1/19-5/3/19 — Savannah, GA — Speaker at continuing legal education program. — Lodging, Meals

Income — 2019 — University of South Carolina School of Law - Adjunct Instructor Pay — $80,000.00

1. Branch Bank and Trust Co., Columbia, SC

2. Series I Savings Bond

3. Merrill Lynch is a subsidiary of Bank of America and the Bank changed the name of the account in 2016. The account is the same as on item 3 in 2015.

4. Gilead Sciences (stock)

5. Kinder Morgan (stock)

6. Johnson & Johnson (stock)

7. AT&T (stock)

8. Duke Energry (stock)

9. Exxon Mobil (stock)

10. Standard and Poors Deposit Receipt, NY Exchange Traded Fund

11. Vanguard Wellington Fund; Philadelphia, PA

12. Vanguard Global Equity Fund; Philadelphia, PA

13. Vanguard Energy Fund; Philadelphia, PA

14. Vanguard Dividend Growth

15. Vanguard Selected Value

16. Vanguard Health Care

17. Energy Enterprise Partners, Houston, TX

18 Energy Transfer Equity, Dallas, TX

19. Plains All American Pipeline, Houston, TX

20. Land Tract 1.77 acres in SC $18,500

21. Savings Account First Community Bank opened 10/31/16

22. Raymond James Cash Account opened 2/1/17

23. S&P 500 ETF (stock)

24. Greenwood, SC Schools Revenue Bonds

25. S&P 500 ETF (stock)

Part II. South Carolina Retirement Systems (now listed in Part II per Committee on Financial Disclosure). Regarding my S.C. Retirement Account now referenced

in Part II: I teach an adjunct course at a state-supported law school and therefore have a small state retirement account. The Committee told me to report all

"assets, stocks, and bonds that are part of this account." This is not an account like an IRA where I make specific investments. Rather, according to the S.C.

Retirement System: "The funds in member accounts under the S.C. Retirement Systems are not invested individually at the direction of members. Rather,

member accounts, like all assets of the Retirement Systems, are held in a group trust and are invested collectively by the S.C. Retirement System Investment

Commission. Accordingly, members of the Retirement Systems do not have any individual ownership in any particular stocks, bonds, or other investments made

by the Investment Commission in its management of the Retirement Systems' group trust." When I called and explained this to the Committee staff, I was told to

list my state retirement account under Part II "Agreements". I have amended this Financial Disclosure Report accordingly.

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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