Catherine Caldwell Eagles
2013Annual
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What was filed
38
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
3
spouse income
Named parties
- Consohdated Judicial Retirement System of NC « Pension
- Prudential Retirement Services - Final Rollover from State of NC Retirement Account (See note in Part VIII
- Elon University Law School - Eamings for teaching
- University of NC at Greensboro - Eamings 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
Southern Bancshares NC Inc — Int/Div
Spectra Energy — Int/Div
The Southern Company — Int/Div
Brokerage Account #1 (H)
Invesco Charter Fund C1 A — Int/Div
Growth Fund America C1 A Mutual Fund — Int/Div
Investment Co. America Cl A AIVSX — Int/Div
Wash Mut] Invs Fd Inc. C1 A AWSHX — Int/Div
Income Fund America Inc A — Int/Div
Brokerage Account #1 (H)
Wells Fargo Advisors Money Market Account — Interest
IRA #1 (H)
Amer. Balanced Fd C1 A Mutual Fund — Int/Div
Inv. Co. of America CL A — Int/Div
Income Fund America Inc A — Int/Div
IRA #2 (H)
Wells Fargo Equity Value Fd CL A — Int/Div — with line 22)
Wells Fargo Instrinsic Val Fd A — Int/Div
IRA #3 (H)
Growth Fund Am. CL A — Int/Div
IRA Z(H)
Cash - Wells Fargo Advisors (Y)
Inv. Co. Am CL A AIVSX — Int/Div
Amer Balanced FA CL A — Int/Div — Buy (add'l)
Capital Income Bldr CL A — Int/Div
New Perspective Fd CL A — Int/Div — Buy
IRA ES(H)
Growth Fund Am CL A AGTHX — Int/Div
Cash - Wells Fargo Advisors — Interest
Other Assets (H)
Lincoln National Life Insurance Co Policies Surrrender Value — Interest
Wachovia Bank Account — Interest
Eagles Farms LLC — istnbution — Sold (part)
Bank of America Account — None
Income — 2013 — Consohdated Judicial Retirement System of NC « Pension — $72,019.20
Income — 2013 — Prudential Retirement Services - Final Rollover from State of NC Retirement Account (See note in Part VIII — $61.11
Spouse's income — 2013 — Elon University Law School - Eamings for teaching
Spouse's income — 2013 — University of NC at Greensboro - Eamings for teaching
Spouse's income — 2013 — William A. Eagles, PLLC - Earnings from law practice
Part 111, Line 3 - The final rollover amount ($61.11) was deposited to the cash account listed in Part VII, line 26.
Part VII, Line 21 - This fund was exchanged on March 1, 2013 for Wells Fargo Intrinsic Value A Fund, reported on Line 22,
Part VII, Line 26 - Cash in this account used for purchases reported on Lines 28 and 30.
Part VII, Line 37 - Year-end value is less than value reported in 2012 because of donation made in 2013 of all non-cash assets.
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