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.