George R. Hodges

2013Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 164

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Stanley
  • Inc
  • Lynch
  • Lyanch
  • Phillips Spin off
  • Nanonwide Ins, Co
  • Natwonwide Ins. Co

As filed

AT&T — Int/Div

Sonoco Products — Int/Div

Morgan Stanley mt. bearmg demand accts — Int

IRA - MSDW Liquid Asset Fund — Interest

IRA - Baxter Int'l — Int/Div

IRA - Apple Inc — None — Buy (add'l) — Stanley

IRA - IShares IBOXX — Int/Div — Sold (part) — Stanley

IRA - Danaher Corp. — Int/Div — Sold (part) — Stanley

IRA - General Electric — Int/Div — Sold (part) — Stanley

IRA - Ishares MSC1 Emerging Mkt — Int/Div

IRA - Chevron — Int/Div — Sold (part) — Stanley

IRA - Chevron — Sold (part) — Stanley

IRA - Caterpillar — Int/Div — Sold — Stanley

IRA - Express Scripts Inc — None — Sold — Stanley

IRA - Phillip Morris — Int/Div — Sold — Stanley

IRA - Phillip Morris — Sold (part) — Stanley

IRA - Textron Inc — Int/Div

IRA - Buffalo Small Cap Fund — None

IRA - Cohen + Steers Gbl Inf, A — Int/Div

IRA - Goldman Sachs Sm Cap Val A — istmbution

IRA «Ivy Small Cap GRW A — None

IRA < Nuveen Trade Val. Op. A — Int/Div

IRA - Royce Op. Sve — None

IRA - RS Emerg. Mkt A — Int/Div — Sold — Stanley

IRA - United Health Gp. — Int/Div — Sold — Stanley

IRA - Cemer Corp — None

IRA - Thermo Fischer Sci Ine — Int/Div

Bristol Myers Squibb — Int/Div

Oracle Corp. — Int/Div

Lincoln Nat'l. Comp. — Int/Div

Altria Group — Int/Div

Kraft Foods — Int/Div

Coca Cola Co. — Int/Div

IRA «= Alexion Pharm — None

IRA - HCA Holdings — None

IRA -- Carefusion Corp. — None

IRA -- Borg Warner — Int/Div — Buy (add'l) — Stanley

IRA -- Gilead Science — None — Sold (part) — Stanley

IRA -- Biogen IDEC Inc — None

IRA «- Franklin Inc. Adv — Interest

IRA - Prudential Sht Term Bd — Interest — Sold — Stanley

IRA «= Prudential Sht Dur Hi Yid — Interest — Buy (add'l) — Stanley

IRA -- JPMorgan Chase — Int/Div — Stanley

IRA -- Power Shares Wat Res — Int/Div — Buy (add'l) — Stanley

IRA - Williams Co. — Int/Div

IRA - Watson Pharm (Changed name to Actavis, Inc.) — None — Inc

IRA - Actavis, PLC (formerly Watson Pharm) — Int/Div — Buy (add'l) — Stanley

IRA «= Oracle Corp. — Int/Div — Sold — Stanley

IRA -- Google Inc. CLA — None — Buy (add'l) — Stanley

IRA «= Microsoft — Int/Div — Sold — Stanley

IRA «= Lord Abbett Slt Dur Inc — Int/Div — Sold — Stanley

IRA «= Wm Blair Int] Gwth — Int/Div

IRA «SPDR Tr Gold Shs — None — Sold

IRA «= Nucor Corp — Int/Div

IRA -- Prudential Gbl RE — Int/Div

Mondelez Intl — Int/Div

IRA «= MS Emerg M KT Debt — Interest

Merck — Int/Div — Buy (add'l) — Lynch

Merck — Buy (add'l) — Lyanch

Coca Cola Bot. Consol — Int/Div

Microsoft — Int/Div

Intel — Int/Div

Spectra Energy — Int/Div

Duke Energy Holding Co — Int/Div

General Electric Co — Int/Div

Phoenix Cos. — Int/Div

Philip Morris Int'l. Inc — Int/Div

ML CMA demand deposit — Interest

N Carolina Estn MPA Sys — Interest

No. Carolina St PUB — Interest — Redeemed — Lynch

Univ. NC Chapel Hill — Interest — Redeemed — Lynch

Nash Hlth Cre Sys NCHCF — Interest

AT&T Inc — Int/Div — Sold — Lynch

Berkshire Hathaway CLB — None

N. Car. MCC. Healthcare — Interest

Johnson + Johnson — Int/Div

Amencan Balanced Fund — Interest

American Fundamental — Interest

First Eagle Overseas FD — None

First Eagle Global FD — None

JPMorgan Inc. Bldr. FD — Interest

IRA - Cash/™Money Mkt — Interest

IRA - American Capital Wid Fund — Interest

IRA « American Cap Inc. Bldr — Interest

IRA - American Growth Fund — Interest

529 College Amer. Fund — Int/Div

Amencan AMCAP 529A — Int/Div

American BDFD S29A — Int/Div

American CAP WRLD G&I 529A — Int/Div

Cisco Sys — Int/Div

Emerson Elec — Int/Div

Nucor Comp. — Int/Div

American EUROPACIFIC 529A — Int/Div

American GR FD of Amer S29A — Int/Div

Amer. SMALLCAP World 529A — Int/Div

Amer. WA Mutual 529A — Int/Div

IRA «= 3-D Systems — None — Buy — Stanley

IRA -- Lockheed Martin — Int/Div — Buy — Stanley

IRA -- Lvondellbasell — Int/Div — Buy — Stanley

IRA -- Sigma Aldrich — Int/Div — Buy — Stanley

IRA - Stratasys Lid. — None — Buy — Stanley

IRA «- Terex — Int/Div — Buy — Stanley

IRA «- Terex — Buy (add'l) — Stanley

IRA «= Tyco Int'l — Int/Div — Buy — Stanley

IRA -- United Technologies — Int/Div — Buy — Stanley

IRA -- United Technologies — Buy — Stanley

IRA -- Shroder Emerg. Mkt — Int/Div — Buy — Stanley

IRA «= Abbvie luc — None — Buy — Stanley

IRA «= Abbvie luc — Sold — Stanley

IRA -- Mondelez Int) — Int/Div — Buy — Stanley

IRA -- Mondelez Int) — Sold — Stanley

IRA «= Mylan Inc — None — Buy — Stanley

IRA «= Mylan Inc — Sold — Stanley

IRA -< CDN PacificRwy — Int/Div — Buy — Stanley

IRA -< CDN PacificRwy — Sold — Stanley

IRA -- Freeport McMoran CP & GLD — Int/Div — Buy — Stanley

IRA -- Freeport McMoran CP & GLD — Sold — Stanley

IRA «= Transocean Lid. — Int/Div — Buy — Stanley

IRA «= Transocean Lid. — Sold — Stanley

Barrick Gold Corp. — Int/Div — Buy — Lynch

SXSE Stepup 4/15 — None — Buy — Lynch

SXSE Stepup 10/16 — None — Buy — Lynch

IRA - BB&T variable rate ime mvestment — Int/Div

BB&T demand deposit — Interest

Morgan Stanley - Liquid Assets Acct — Interest

Coca Cola Co. — Int/Div

Spectra Energy — Int/Div

Duke Energy Holding Co — Int/Div

Exxon/Mobil Corp — Int/Div — Sold (part)

General Electric Co — Int/Div

International Paper Co — Int/Div

Harns Teeter Suprmkit — Int/Div

Sonoco Products — Int/Div

Schlumberger, Ltd — Int/Div

Merck Co. — Int/Div

Triangle Properties Assoc, LLC — Iistnbution

JM. Wallace Land Co., LLC — Distribution

East Mecklenburg Co — Distribution

The Mason Wallace Co.. LLC — Distribution

Indian Land, SC Investment Real Estate — None

Microsoft — Int/Div

McDonalds Corp — Int/Div

Verizon Comm. — Int/Div

vy) Phillips 66 — Redeemed — Phillips Spin off

Pfizer — Int/Div

Chevron Corp. — Int/Div

Express Scripts Hldg (formerly Medco) — None

Conoco Phillips — Int/Div

Tradewinds Global Inv. Fund — Int/Div

MS Emerging Mkts. Debt — Int/Div

Baxter Int'l — Int/Div

Bristol Myers Squibb — Int/Div

Dominion Res — Int/Div

Lockheed Martin — Int/Div

Nuveen Hi YLD Muni Bond C — Interest

Lowes Cos. — Int/Div

Pepsico — Int/Div

Hatteras Alpha Hded. FD — None

MFS Muni High Inc. FD — Int/Div

INTER VIVOS TRUST Did 11-22-89 — None

John Hancock Life Insurance Policy — None

BB&T Demand Deposit Account — Interest

Prudential Fimancial — Int/Div

NY Life Fixed Annuity — Interest

Liability — Nanonwide Ins, Co — Triangle Properties Assoc, LLC secured by shopping center in Hickory, NC

Liability — Natwonwide Ins. Co — Note by JM Wallace Land Co. secured by shopping center i Iredell County, NC

I. POSITIONS

Trustee Inter Vivos life insuarnce trust dated 11-22-89,

VIL INVESTMENTS and TRUSTS

Conflicts: | do not handle any disputes involving any company in which stock is owned (individually and as Trustee). Also, | do not handle any disputes

involving closely held businesses or anything related thereto, Those matters are assigned to the other bankruptcy judges in the Western District of North Carolina,

Ino longer have a conflict on matters involving Bank of America, since my JIN retirement from it, The Committee on Codes of Conduct has determined

that that is not a conflict for my hearing disputes involving BB&T on account of a SUN involvement on 4 "local board” of the bank.

Note: Income is received from several closely held J corporations including East Mecklenburg Corp. (

"S* corporation), The Mason Wallace Co., LLC, JM.

Wallace Land Co, LLC, and Triangle Properties Associates, LLC, and real property owned in common. This is in the nature of investment income and is reported

in PART VIL. The corporations buy, sell and own real estate, but the stockholders do not control any of those decisions or assets individually.

1 own two cows that produce calves that | sell. The cows have a value of 1,000. During 2013 I sold two calves to George Lenze of Brevard, NC, for a total of

$822.

Line 148, Past VII: This item was inadvertantly omitted from the prior 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.

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.