William Byrd Traxler jr

2016Annual

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What was filed

  • 58

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Furman University
  • State of S.C. Circust Judge Retirement benefit
  • State of S.C. Retirement benefit

As filed

Greenville County, S.C — None

2) Leon County, Fla, — None

3) Leon County, Fla, — None

Sonoco stock (common) — Int/Div

Palmetto Bank - cash accounts (Y)

American Washington Mutual Investors Fund IRA — Int/Div

A Motorola Solutions stock (common) — Int/Div

McDonalds stock (common) — Int/Div

Kellogg's stock (common) — Int/Div

RPM stock (common) — Int/Div

Sun Trust stock (common) — Int/Div

Trust #1 (H) « Income Beneficiary

Wells Fargo National Bank - cash account — Interest

Greenville County, SC — Rent

TD Bank - cash account — Interest

Vanguard Group Growth & Income Portfolio — Int/Div

American Growth Fund of America IRA — Int/Div

American New Perspective Fund IRA — Int/Div

First Citizens Bank - cash accounts — Interest

Ameritrade IRA (H)

MIPS Technologies stock (common) — Int/Div

Honeywell stock (common) — Int/Div

Applied Materials stock (common) — Int/Div

Texas Instrument stock (common) — Int/Div

BB&T stock (common) — Int/Div

Home Depot stock (common) — Int/Div

Pfizer stock (common) — Int/Div

Athene — whole life insurance policies — Interest

Protective Life -- whole life insurance policy — Interest

Jefferson National Life -- whole life insurance policy — Interest

Conagra stock (common) — Int/Div

Piedmont Natural Gas stock (common) — Int/Div — Sold

Regions Financial Corp. stock (common) — Int/Div

Jefferson County, Florida — Reat

South State Bank - cash account — Interest — Closed

Independence Bank - cash account — Interest — Closed

Monsanto stock (common) — Int/Div

Phizer stock (common) — Int/Div

Federated Investor Funds Govt. Cash Series — Interest

Putmam Investments Tax Free Mutual Fund — Interest

SCANA stock (common) — Int/Div

First Community Bank - cash account — Interest

SPDR Trust Series SPY Fund — Int/Div — Buy (add'l)

First South Bank - cash account — Interest

Antigomsh County, Nova Scotia, Canada — None

RBC Bank - Canada - cash account — None

TD Canada Trust - Canada - cash account — None

Southern First Bank - cash account — Interest

Bank of NC - cash account — Interest

United Community Bank - cash accounts — Interest

Anderson SC Wir and Sewer Bond — Interest

Fort Mill SC Sch. Facs Corp. Install Bond — Interest — Redeemed

SC Jobs Econ Dev. Dev. Rev, Bon Secours Hlth Sys. Bond — Interest

SC Jobs EDA Hosp Rev RFDG Georgetown Hosp Bond — Interest

Grand South Bank - cash accounts — Interest

Reynolds American stock (common) — Int/Div

TD Canada Trust - Canada - cash account — Interest

Lamb Weston Holdings, Inc — Int/Div — from Ime 31)

Trustee, Furman University

Agreement — 05/00/92 — State of S.C. Circuit Judge Retirement benefit (see 11LA1)

Income — 2016 — State of S.C. Circust Judge Retirement benefit — S72.805.98

Spouse's income — 2016 — State of S.C. Retirement benefit

In Parts 1Tand ITLA.1 «Tam eligible for a lifetime monthly retirement benefit of approximately 18/24 of 71.3% of the salary of a Circuit Judge of South Carolina,

Payment began when | umed 55 years of age on May 1, 2003.

In Part VII - Reporting of cash equivalent secounts - 1 have omitted from this year's report the precise type of accounts) held at cach bank per the Instructions.

In Part VIL, #5 - Palmetto Bank merged into United Community Bank on 2/20/2016. 1 already had an account at United Community Bank. All these accounts are

now reported at Part VII, #50,

In Part VIL, #6, #17, and #18 --The company or fund family that sponsors these funds is American Funds.

In Part VIL, #16 «= This is a mutual fund. The fund family is The Vanguard Group.

Tn Past VII, #34 -- Income is from rent and agricultural program payments,

In Part VII, #39 -- This line-item 1s a money market mutual fund at Sandlapper Securities into which my dividends are placed that are received directly by my

broker. The fund family is Federated Investor Funds.

Tn Part VII, #40 -- The company or fund family is Putnam Investments.

In Part VII, #43 -- This is an exchange truded fund. The fund family is SPDR Trust Series 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.

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William Byrd Traxler jr | Frix