Catherine Caldwell Eagles
2012Annual
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What was filed
46
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
4
spouse income
Named parties
- The: Ne wl
- Consohdated Judicial Retirement System of NC « Pension
- Higgs, Benjamin, Eagles & Adams, PLLC - Share of PLLC income
- Elon University Law School - Eamings for teaching
- Umversity of NC at Greensboro - Earmungs for teaching
- William A. Eagles, PLLC - Earnings from law practice
As filed
Brokerage Account #1 (H)
Dommion Resources Inc. VA New Stock — Int/Div
Duke Energy — Int/Div
Piedmont Natural Gas — Int/Div
Progress Energy — Int/Div — with line 3)
Public Service Enterprise Group — Int/Div — Sold
Southern Bancshares NC Ing — Int/Div
Spectra Energy — Int/Div
The Southern Company — Int/Div
Brokerage Account #1 (H)
Invesco Charter Fund Cl A — Int/Div
Growth Fund America Cl A Mutual Fund — Int/Div
Investment Co. America Cl A AIVSX — Int/Div — Buy (add'l)
Wash Mut! Invs Fd Inc. C1 A AWSHX — Int/Div
Income Fund America Inc A — Int/Div — Buy
Income Fund America Inc A — Buy (add'l)
Brokerage Account #1 (H)
Bank of India Cert of Deposit — Interest — Matured
Wells Fargo Advisors Money Market Account — Interest
IRA #1 (H)
Amer. Balanced Fd Cl A Mutual Fund — Int/Div
Inv. Co. of America CL A — Int/Div
Cash - Wells Fargo Advisors — Interest — Sold
Cash - Wells Fargo Advisors — None — Buy
Income Fund America Inc A — Int/Div — Buy
IRA #2 (H)
Wells Fargo Equity Value Fd CL A — Int/Div
IRA 43 (H)
Growth Fund Am. CL A — Int/Div
IRA #3 (H)
Cash - Wells Fargo Advisors — Interest
Inv. Co. Am CL A AIVSX — Int/Div
Amer Balanced FA CL A — Int/Div
Capital Income Bldr CL A — Int/Div
IRA ES (H)
Growth Fund Am CL A AGTHX — Int/Div
Cash - Wells Fargo Advisors (X) — Interest
401k £2 (H)
Growth Fund America R2 Mutual Fund — None — Sold
Capital Income Builder R2 Mutual Fund — None — Sold
Inv. Co. of Am. Class A — None — Distnibuted
Other Assets (H)
Lincoln National Life Insurance Co Policies Surrrender Value — Interest
Wachovia Bank Account — Interest
Eagles Farms LLC — istmbution
Bank of America Account — Int/Div
Reimbursement — The: Ne wl — DUET iia ie meeting — meals for judge and spouse; mileage stipend
Income — 2012 — Consohdated Judicial Retirement System of NC « Pension — $71,662.68
Spouse's income — 2012 — Higgs, Benjamin, Eagles & Adams, PLLC - Share of PLLC income
Spouse's income — 2012 — Elon University Law School - Eamings for teaching
Spouse's income — 2012 — Umversity of NC at Greensboro - Earmungs for teaching
Spouse's income — 2012 — William A. Eagles, PLLC - Earnings from law practice
Part VII.
Line 5 - Progress Energy merged with Duke Energy (Line 3) on July 3, 2012. Progress Energy shares held were converted to shares of Duke Energy common
stock.
Line 13 - Funds reported on Line 41 of 2011 report (and on Line 41 of 2012 report) were moved in February, 2012 from a different broker and combined
with Inv. Co. of Am. Class A Fund held in Brokerage Account #1. Additional shares were not bought, only moved, but “moved” is not an option among the
acquistion choices in the drop-down menu.
Line 23 - Funds held in qualified retirement plan (listed on Lines 39 and 40 of 2011 report) were sold and cash proceeds were rolled over into an IRA in January,
2012. (See corresponding note regarding Lines 39 and 40 below.)
Line 24 - Cash proceeds reported on Line 23, above, were used to purchase funds listed on Line 25 of this report.
Line 37 - Cash reported on this line was erroneously omitted from 2011 report.
Lines 39, 40 - Funds held in qualified retirement plan were sold in January, 2012 and cash proceeds were deposited into Wells Fargo Advisors IRA account #1
(listed on Line 23 of this report; see note above). As reported on Line 24, cash was then used on May 22, 2012, to purchase funds listed on Line 25.
Line 41 - Funds were moved from one brokerage firm in February, 2012, and combined with funds in Brokerage Account #1 listed on Line 13. (See corresponding
note regarding Line 13 above.)
Line 43 - Please note oversight on 2011 report. Interest related to these policies should have been reported with Amount Code of "C" on Line 42, Col. B(1).
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.