David C. Norton
2019
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What was filed
158
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
7
spouse income
Named parties
- Article 5 Trust
- Article 6 Trust
- Bar Association - educational seminar
- Web MD - Editorial Stipend
- Private Consulting
- Medical Director, Sharing Hope
- Newberry Pathology Associates - Autopsy Services
- Springer Publishing - Book Royalties
- Medical Director, LifeHope Labs, Atlanta, GA
- Editor, Cambridge University Press and College of American Pathologists Press
As filed
DXC Technology Co. — None
AES Corp — None
Apergegy Corp — None
AT &T #1 — Dividend
BP PLC ADR — Dividend
Bristol Myers Squibb — Dividend
Chevron Corp #1 — Dividend
Comcast Corp CL A #1 — Dividend
Corteva Inc — Dividend — Spinoff (from line 11)
Walt Disney Co #1 — Dividend
Dover — Dividend
Dow Inc #1 — Dividend
Dupont De Nemours Inc — Dividend — Spinoff (from line 11)
Eli Lilly & Co #1 — Dividend
Emerson Electric — Dividend
Energy Transfer Partners LP #1 — None
Fidelity Hereford Street Trust Daily Govt MM #1 — None
General Electric Co #1 — Dividend
Global Pmts Inc — Dividend — Spinoff (from line 85)
Knowles Corporation — None
3M Company A — None — Sold
Pfizer Inc #1 — Dividend
Proctor & Gamble #1 — Dividend
South State Corp Com # 1 — Dividend
Suntrust Banks Inc — Dividend
Synovus Financial Corp — Dividend
Trust Finl Corp Com — None — Merged (with line 25)
Wabtec Corp Inc — None — Spinoff (from line 28)
Westinghouse Air Brake Technologies Corp — None
Zimmer Biomet Hldgs Inc — Dividend
Advantix Inc — None
Alcoa Inc — None
Altria Group — Dividend
American Express Co — Dividend
Amgen Inc — Dividend
Arconic Inc — Dividend
AT&T Inc #2 — Dividend
Avanos Medical Inc — None
Bank of America #1 — Dividend
Bank of New York Mellon Corp — Dividend
Berkshire Hathaway Inc Cl B — None
Charter Communications — None
Chevron Corp #2 — Dividend
Cisco Sys Inc — Dividend
Citigroup Inc — Dividend
Fidelity Money Market Account — Interest
Fidelity Money Market Account — Interest
Coca-Cola Co — Dividend
Comcast Corp CL A #2 — Dividend
Corteva Inc — Dividend — Spinoff (from line 51)
Walt Disney Co #2 — Dividend
Dow Inc — Dividend
Dupont De Nemours Inc — Dividend — Spinoff (from line 51)
Duke Energy — Dividend
Exxon Mobil Corp #1 — Dividend
Fidelity Hereford Street Trust Daily MM #2 — None
Garret Motion Inc — None
General Electric #2 — Distribution
Goldman Sachs Group Inc — Dividend
Hartford Financial Services Group — Dividend
Hewlett Packard Inc Com — Dividend
Home Depot Inc — Dividend
Honeywell Intl Inc — Dividend
Johnson & Johnson — None — Sold
Kimberly Clark — Dividend
Kraft-Heinz Foods Inc CL A — Dividend
Lincoln National Corp — Dividend
McDonalds Corp — Dividend
Merck & Co Inc New — Dividend
Micro Focus Intl — None
Microsoft Corp — Dividend
Mondelez Intl Inc Com — None
JP Morgan Chase & Co — Dividend
Nokia Corp — Dividend
Pepsico Inc — Dividend
Perspecta Inc — None
Pfizer Inc #2 — Dividend
Phillip Morris Intl Inc — Dividend
Proctor & Gamble #2 — Dividend
Promontory FDIC - Joint Non Qualified Acct. — None
Promontory FDIC - Article 6 Trust — None
Promontory FDIC - Article 5 Trust — None
Residio Technologies Inc — None
Texas Instruments Inc — Dividend
Total System Services Inc — None
Travelers Companies Inc — Dividend
Verizon Communications #1 — Dividend
Wabtec Inc — None — Merged (with line 89)
Westinghouse Air Brake Technologies Corp — None
Bank of America #2 — Int./Div.
Chemours Co — Dividend
Chevron Corp #3 — Dividend
CSX Corp — Dividend
Corteva Inc — Dividend — Spinoff (from line 95)
Dow Inc — Dividend
Dupont De Nemours Inc — Dividend — Spinoff (from line 95)
Eli Lilly & Co #2 — Dividend
Energy Transfer Partners LP #2 — Dividend
Exxon Mobil Corp #2 — Dividend
General Electric Co — Dividend
IBM — Dividend
Motorola Solutions Inc — Dividend
Norfolk Southern — Dividend
South State Corp Com #2 — Dividend
Wells Fargo & Co — Dividend
At&T Inc #3 — Dividend
Bank of America Corp — Dividend
Chevron Corp #4 — Dividend
Citigroup Inc Com New — Dividend
Corteva Inc — Dividend — Spinoff (from line 111)
Dow Inc — Dividend
Dupont De Nemours Inc — Dividend — Spinoff (from line 111)
IBM — Dividend
JNL Growth Allocation — Dividend
JNL American Balanced — Dividend
JNL American Funds Global Bond — Dividend
JNL Invesco Small Cap Growth — Dividend
JNL JP Morgan Midcap Growth — Dividend
JNL Mellon Capital Consumer Disretionary Sector — Dividend
JNL Mellon Capital Healthcare Sector — Dividend
JNL Mellon Capital Nasdaq 100 — Dividend
JNL S&P 4 — Dividend
JNL S&P Competive Advantage — Dividend
JNL T Rowe Price Established Growth — Dividend
Promontory FDIC- David IRA — None
Wabtec Inc — Dividend — Spinoff (from line 128)
Wells Fargo Co — Dividend
Westinghouse Air Brake Technolgies Corp — None
Exxon Mobil Corp — Dividend
Fidelity Hereford Street Trust Daily MM #3 — None
General Electric Cap Corp — Dividend
JNL Growth Allocation — Dividend
JNL American Funds Balanced — Dividend
JNL Invesco Small Cap Growth — Dividend
JNL Morgan Midcap Growth — Dividend
JNL Mellon Capital Consumer Disretionary Sector — Dividend
JNL Mellon Capital Heathcare Sector — Dividend
JNL Mellon Capital Nasdaq 100 — Dividend
JNL S&P 4 — Dividend
JNL S&P Competive Advantage — Dividend
JNL T Rowe Price Established Growth — Dividend
Wells Fargo Co — Dividend
AT&T Inc — Dividend
CSX Corp — Dividend
Exxon Mobil Corp — Dividend
South State Bank — Interest
North Carolina Rental Property !00% Transylvania County, NC — Rent
Lain Farm, Johnson County, Indiana — Rent
South Carolina State Deferred Comp Plan — Dividend
South Carolina State Retirement Plan — Dividend
MassMutual Life Ins (MML Equity Fund Portfolio) — Dividend
Russell 2000 Index - Kim IRA — Dividend
S & P 500 Index - Kim IRA — Dividend
MSCI EAFE - Kim IRA — Dividend
Promontory FDIC MM - Kim IRA — None
Russell 2000 Index - Kim Non Qualified Acct. — Dividend
S & P 500 Index - Kim Non Qualified Acct. — Dividend
MSCI EAFE - Kim Non Qualified Acct. — Dividend
Trustee, Article 5 Trust
Trustee, Article 6 Trust
Reimbursement — Bar Association - educational seminar — 01/17/2019 to 01/18/2019 — Amelia Island, FL — Activity of professional association — Transportation, lodging & food.
Spouse's income — 2019 — Web MD - Editorial Stipend
Spouse's income — 2019 — Private Consulting
Spouse's income — 2019 — Medical Director, Sharing Hope
Spouse's income — 2019 — Newberry Pathology Associates - Autopsy Services
Spouse's income — 2019 — Springer Publishing - Book Royalties
Spouse's income — 2019 — Medical Director, LifeHope Labs, Atlanta, GA
Spouse's income — 2019 — Editor, Cambridge University Press and College of American Pathologists Press
Explanations for Part VII. Investments and Trusts
1. The rental property listed in Part VII, line 147 is located in Translyvania County, North Carolina, USA.
2. Lain Farm listed on line 148.
Lain Farm value cost R Annual Rental Income E (This property was purchased in 1981 and is located outside the city limits in Johnson County,
Indiana, USA.Life Valuemark II
3. Article 5 Trust consist of lines:44, 82, 90-113, 126, 128-131, and 142-145.
4. Article 6 Trust consist of lines: 30-43, 45-66, 68-79, 81, 83-84, 86-89, and 127 .
5. On 06/03/2019 there was split of Dow Inc into Corteva lines 8, 49, 95 and 111 and Dupont De Nemours Inc. lines 12, 52, 97, and 113.
6. Line 86, Travelers Companies Inc should have been listed as partial sale instead of sale thus leaving asset as part of the investments.
7. Preparer was unable to show Westinghouse Air Brake Technologies Corp lines 28, 89, and 128 as a merger on 02/25/2019 forming the American company
Wabtec Inc. thus elimination Westinghouse Air Bake Technolgies Corp for the 2020 FDR Report.
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.