Catherine Caldwell Eagles

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 39

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 4

    spouse income

Named parties

  • Wells Fargo Advisors, LLC
  • Consolidated Judicial Retirement System of NC - Pension
  • William A. Eagles, PLLC - Earnings from law practice (Attorney/self-employed)
  • University of NC at Greensboro - Eamings for teaching
  • Elon University - Earmungs tor teaching
  • High Point University - Earnings for teaching

As filed

Brokerage Account #1 (H)

Dominion Resources Inc. VA New common stock — Int/Div

Duke Energy Corp - common stock — Int/Div

Southern Bancshares NC Ine. « common stk — Int/Div

Spectra Energy Corp - common stock — Int/Div

Southern Company - common stock — Int/Div

Invesco Charter Fund Cl A - Mutual Fund — Int/Div

American Funds The Growth Fund of Amenca Cl A «- Mutual Fund (AGTHX) — Int/Div

American Funds The Investment Co. of America C1 A Mutual Fund (AIVSX) — Int/Div

American Funds Wash Mutual Investors Fd Inc. C1 A- Mutual Fund (AWSHX) — Int/Div

Amencan Funds Income Fund America Inc A « Mutual Fund (AMECX) — Int/Div

Wells Fargo Advisors Money Market Account — Interest

Brokerage Account #2 (H)

American Funds Investment Co America C1 A (AIVSX) - Mutual Fund — Int/Div

Brokerage Account #3 (H)

American Funds Investment Co of Amr A Mutual Fund — Int/Div

IRA #1 (H)

Amer. Balanced Fd C1 A - Mutual Fund — Int/Div

American Funds Investment. Co. of America CL A - Mutual Fund — Int/Div

American Funds Income Fund America Inc A - Mutual Fund — Int/Div

IRA #2 (H)

Wells Fargo Instrinsic Val Fd A - Mutual Fund — Int/Div

IRA #3 (H)

American Funds Growth Fund Am. CL A Mutual Fund — Int/Div

IRA Z(H)

American Funds Inv. Co. Am CL A (AIVSX) - Mutual Fund — Int/Div

American Funds Amer Balanced Fd CL A Mutual Fund — Int/Div

Capital Income Bldr CL A - Mutual Fund — Int/Div

American Funds New Perspective Fd CL A « Mutual Fund — Int/Div

IRA ES (H)

American Funds Growth Fund Am CL A (AGTHX) « Mutual Fund — Int/Div

Cash - Wells Fargo Advisors - Money Market (Bank Deposit Sweep) — Interest

Other Assets (H)

Lincoln National Life Insurance Co Policies Surrrender Value — Interest

Wells Fargo - Bank Account — Interest

Bank of America - Bank Account - Spouse — None

Bank of America - Bank Account - Spouse's PLLC — None

Bank of Amer - Bank Account - Spouse’s Eagle Farms LLC - 1/2 owner — None

State Employees’ Credit Union - Shares Account — Interest

Liability — Wells Fargo Advisors, LLC — Priority Credit Line - guarantee of relative’s loan

Liability — Wells Fargo Advisors, LLC — Prionty Credit Line - guarantee of relative’s loan

Income — 2016 — Consolidated Judicial Retirement System of NC - Pension — $73,903.27

Spouse's income — 2016 — William A. Eagles, PLLC - Earnings from law practice (Attorney/self-employed)

Spouse's income — 2016 — University of NC at Greensboro - Eamings for teaching

Spouse's income — 2016 — Elon University - Earmungs tor teaching

Spouse's income — 2016 — High Point University - Earnings for teaching

PART VII, Line 38. Bank of America (Eagles Farms, LLC cash account - spouse) - This discloses one-half interest in residual cash from closed business (Eagles

Farms, LLC).

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Catherine Caldwell Eagles | Frix