# James Harvie Wilkinson 3

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7464

## Record

- **Judge:** James Harvie Wilkinson 3
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 10

## Text

Trust #1
Albemarle Corp Common Stock — Int/Div
AT&T Common Stock — Int/Div
Deere & Co Common Stock — Int/Div
Dupont E De Nemours & Co Common Stock — Int/Div
Duke Energy Corp Common Stock — Int/Div
General Electric Co Common Stock — Int/Div
Hewlett Packard Common Stock — Int/Div — Sold (part)
Hewlett Packard Common Stock — Sold
Johnson & Johnson Common Stock — Int/Div
Kraft Common Stock — Int/Div
Lily Ely & Co Common Stock — Int/Div
Merck & Co Comon Stock — Int/Div
Mondelez Corp Common — None — from line 11)
Pfizer & Co Common Stock — Int/Div
Proctor & Gamble Co Common Stock — Int/Div
Providence & Worcester RR Common Stock — Int/Div
Royal Dutch Petroleum Shell Co Common Stock — Int/Div
Spectra Energy Corp Common Stock — Int/Div
SunTrust Bank Inc Common Stock — Int/Div
Ridgeworth Fd - Large Cap Core Growth Fund — Int/Div
Ridgeworth Fd - Sm Cap Val Equty — Int/Div
Ridgeworth Fd - MidCap Value Eqty — Int/Div
Ridgeworth Fd - Intl Equity — Int/Div
Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l)
Vanguard Fd- Intl Eqty IDX MSC Emerg Mkt — Int/Div
Federated Strategic Value Fd — Int/Div — Buy
Federated Strategic Value Fd — Buy (add'l)
Federated Strategic Value Fd — Buy (add'l)
Ridgeworth Fd - US Govt Sec Ultra Short — Interest — Buy
Ridgeworth Fd - US Govt Sec Ultra Short — Buy (add'l)
Federated FD « TR MMMKT — Interest
IRA #1
Ridgeworth Fd - Mid Cap Value Equity — Int/Div
Ridgeworth Fd - Large Cap Growth — Int/Div
Ridgeworth Fd - Large Cap Value Equity — Int/Div
Ridgeworth Fd - Emerging Growth — None — Sold
Ridgeworth Fd - Intl Equity — None — Buy
Ridgeworth Fd - Intl Equity Index — Int/Div — Sold
Ridgeworth Fd - Small Cap Value Equity — Int/Div — Buy
Federated FD - TR MMMKT — Interest
Trust #2
Albemarle Corp Common Stock — Int/Div
AT&T Common Stock — Int/Div
Dupont E De Nemours & Co Common Stock — Int/Div
Duke Energy Corp Common Stock — Int/Div
Hewlett Packard Common Stock — Int/Div — Sold (part)
S10. — Sold
Johnson & Johnson Common Stock — Int/Div
Lmcoln Natl Corp Common Stock — Int/Div
Merck & Co Common Stock — Int/Div
Phizer & Co Common Stock — Int/Div
Royal Dutch Petroleum Shell Co Common Stock — Int/Div
Spectra Energy Corp Common Stock — Int/Div
Ridgeworth Fd Agressive Growth — None
Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l)
Federated FD - Strategic Value Fund — Int/Div — Buy
Federated FD - TR MMMKT — Interest
Deposit Accounts
SunTrust Interest Checking #1 — Interest
SunTrust Checking #2 — None
SunTrust Checking #3 — None
Trust #3
Ridgeworth Fd - Small Cap Growth Stock — None — Sold
Ridgeworth Fd - Intl Equity — Int/Div
Ridgeworth Fd - Large Cap Growth Stock — Int/Div — Buy (add'l)
Ridgeworth Fd - Large Cap Value Equity — Int/Div
Ridgeworth Fd - Mid Cap Value Equity — Int/Div — Buy (add'l)
Ridgeworth Fd - Mid Cap Value Equity — Buy (add'l)
Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l)
Federated FD « TR MMMKT — Interest
Reimbursement — Duke Law School — March 12-13 — Durham, NC — Delivered Lecture — Lodgmg/Meals
Part 11: Agreements.

RE: 1 will rec, contd... in any benefit plan provided by the University, although past pension benefits are vested. My mortgage was provided at a favorable rate

available to faculty members and had to be refinanced within 6 months of leaving the University. The mortgage was paid in full on 02/09/1985,

Trust #1

My Revocable Trust

IRA

My current IRA-

Trust #2

Revocable Trust

Trust #3

Irrevocable GST Trust

This trust was created from

Trust (her Revocable Trust became Iirevocable Interim Trust - after

death) which was split into two shares, after

IRS approval wus received,

My share later became this trust. When it was initially funded, it only held cash, but it has now been fully

invested. The overall asset allocation now includes various asset classes represented by a diverse group of SunTrust Bank mutual funds (Ridgeworth Funds) and

Federated money market funds.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7464. Public record. Not legal advice.