# Joseph N. Callaway 2

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5612

## Record

- **Judge:** Joseph N. Callaway 2
- **Year:** 2015
- **Report type:** Initial
- **Pages:** 8

## Text

Providence Bank Checking Account — Interest
E-Trade Dividend Account — Interest
Providence Bank Checking Account for JIM (25%) — Interest
Providence Bank Checking Account for JKP (87.5%) — Interest
RealEstate rent for JKP — Rent
Stock «= RBC Bank (RY) — Int/Div
Stock - General Electric — Int/Div
Stock -- Pepsico (PEP) — Int/Div
SEP retirement acct mutual funds
CHTTX — Int/Div
JVMRX — Int/Div
OIERX — Int/Div
RERGX — Int/Div
VEIRX — Int/Div
VISGX — Int/Div
VSMAX — Int/Div
VTSMX — Int/Div
IRA - Janus Growth & Income Fund UAGIX) — Int/Div
IRA- Royce Penn Mutual Fund (RYCPX) — Int/Div
Local Govt Employees Credit Union HSA — Interest
401k converted to IRA's (mutual funds) — Int/Div
AGTHX — Int/Div
ANCFX — Int/Div
ANWPX — Int/Div
CWGIX — Int/Div
NEWFX — Int/Div
State of North Carolina 401k Retirement Plan- Prudential mutual fnds
NC Large Cap Value — Int/Div
NC Large Cap Index — Int/Div
NC Large Cap Growth — Int/Div
NC Small/Mid Cap Value — Int/Div
NC Small/Mid Cap Index — Int/Div
NC Small/Mid Cap Growth — Int/Div
NC Global Equity Fund — Int/Div
NC Intemational Fund — Int/Div
NC Intemational Index Fund — Int/Div
NC Stable Value Fund — Int/Div
Stocks sold in 2014
Glaxo Smith Kline (GLK) — Int/Div — Sold — market
Conoco Phillips (COP) — Int/Div — Sold — market
Phillips 66 (PSX) — Int/Div — Sold — market
Troop Committee (local), Boy Scouts of America (resigned 12-31-2014)
Managing member, JIM. LLC
Member, Vice President, Treasurer (resigned), Battle Winslow Scott & Wiley PA
Member (resigned), Blackacre of ROcky Mount, NC
Gift — Eastern Bankruptcy Institute — Local bar group contribution 1/3rd udicial Investiture Reception cost March 2016 — $2,900.00
Gift — Battle Winslow Scott & Wiley PA — Former law firm contribution 1/3rd udicial Investiture Reception cost March 2016 — $2,900.00
Gift — American Board of Certification — National Bankruptcy Law Specialization Board (fees waived for judges) — $750.00
Agreement — 1/012016 — Battle Winslow Scott & Wiley PA -- Note for buy out trom former law firm
Agreement — 1/0112016 — Blackacre of Rocky Mount, LLC -« Note for buy out of law firm office building
Agreement — 31012016 — Battle Winslow Scott & Wiley SEP Retirement Plan
Reimbursement — UNC-CH School of Law — 4172016 — Charlotte, NC — CLE Speaker at UNC Bank Law Seminar — one night hotel room, seminar banques: dinnner, parking, mileage
Reimbursement — Eastern Bankrutpey Institute — 5/6/2016 — Myrtle Beach, S.C — CLE Speaker at annual bankruptcy law seminar — two mghts hotel room
Income — 12/312014 — Battle Winslow Scott & Wiley PA -- Salary and bonuses — $254. 661.00
Income — 12/3172015 — Battle Winslow Scott & Wiley PA -- Salary and bonuses — $250,935.00
Income — 762016 — Battle Winslow Scott & Wiley PA -- monthly buyout (7 payments received) — $3.104 36
Income — 762016 — Blackacre of Rocky Mount, LLC -- monthly buyout (7 payments received) — SIX1643
Spouse's income — 1121312014 — Mack Gay & Associates, PA — wages and salary
Spouse's income — 120312015 — Mack Gay & Associates, PA -- wages and salary
None

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5612. Public record. Not legal advice.
