George Ross Anderson jr

2014Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 101

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • 1 VIII
  • Anderson University
  • Anderson Lmversity
  • Anderson Area YMCA
  • SC Association for Justice

As filed

PROPERTY #1. ANDERSON. SC — None

COMMUNITY FIRST BANCORPORATION COMMON STOCK — None

THE TORONTO- DOMINION BANK COMMON STOCK — Int/Div

PARK STERLING BANK COMMON STOCK — Int/Div

PROPERTY #2. ANDERSON, SC — None

GRANDSOUTH BANCORPORATION COMMON STOCK — Int/Div

FIRST FINANCIAL HOLDINGS, INC COMMON STOCK — Int/Div

REGIONS FINANCIAL CORP. COMMON STOCK — Int/Div

MS IRA #1 (formerly MSSB) — Int/Div

MS FOCUS GROWTH FUND A MUTUAL FUND (formerly MSSB)

INVESCO DIVERSIFIED DIVIDEND A MUTUAL FUND

MS IRA #2 (formerly MSSB) (Y)

MS FOCUS GROWTH FUND A MUTUAL FUND (formerly MSSBKY)

INVESCO DIVERSIFIED DIVIDEND A MUTUAL FUNDY)

MANDATORY IRA DISTRIBUTION: MS IRA #1 (formerly MSSB) — Distribution — Distnbuted — 1 VIII

MANDATORY IRA DISTRIBUTION: MS IRA #2 (formerly MSSB) (Y)

LEXINGTON CO. SC WATER & SEWER BOND (5.45%) — Interest — Redeemed

INVESCO VAN KAMPEN COMSTOCK A MUTUAL FUND — Int/Div

GREENVILLE HOSPITAL SYSTEMS FACILITY REV. BOND (4.6%) — Interest — Redeemed

SCSTATE PUB SVC AUTH SANTEE COOPER BOND (4.75%) — Interest — Redeemed

INDEPENDENCE BANCSHARES, INC COMMON STOCK — None

MEDICAL UNIVERSITY SC HOSPITAL BOND (5.00%) — Interest — Redeemed

EASLEY SC UTILITY REV, BOND (4.50%) — Interest

UNIVERSITY OF SC BOND (4.25%) — Interest

UNIVERSITY OF SC BOND (4.25%) — Interest

COLUMBIA, SC WATER & SEWER BOND (5.00%) — Interest

SC JOBS ECON. DEV. AUTH. BOND (4.50%) — Interest

DORCHESTER CO. COURTHOUSE BOND (4.60%) — Interest

SC PUB SVC AUTH SANTEE COOPER BOND (4.50%) — Interest

SCAGO EDU. COLLETON SCHOOL BOND (4.375%) — Interest

SCAGO EDU. COLLETON SCHOOL BOND (4.50%) — Interest

HORRY CO. SC SCHOOL BOND (4.50%) — Interest

TOUCHMARK BANCSHARES, INC COMMON STOCK — None

LEXINGTON SC SCHOOL DISTRICT #2 BOND (4.75%) — Interest

SPARTANBURG SC REGIONAL HEALTH BOND (4.50%) — Interest

SC JOBS ECONOMIC DEV. AUTH HOSP, BOND (4.50%) — Interest

SCJOBS ECONOMIC DEV. AUTH HOSP. BOND (4.50%) — Interest

SCAGO EDU. FAC. PICKENS CO SCHOOL BOND (5.00%) — Interest

SC JOBS ECONOMIC DEV. HOSPITAL BOND (5.00%) — Interest

COLLEGE OF CHARLESTON EDU. FAC BOND (4.50%) — Interest

MORGAN STANLEY BANK MONEY MARKET ACCOUNT #1 — Interest

BERKELEY CO. SC SCHOOL DISTRICT BOND (4.75%) — Interest

SCAGO EDUCATION FACILITY SCHOOL BOND (5.00%) — Interest

SCAGO EDUCATION FACILITY SCHOOL BOND (4.375%) — Interest

ANDERSON SC WATER & SEWER BOND 5% — Interest

CHARLESTON EDUCATIONAL REV BOND 5% — Interest

SCSTATE PUBLIC SERVICE AUTH SANTEE COOPER BOND 5% — Interest

SCSTATE PUBLIC SERVICE AUTH SANTEE COOPER BOND 5% — Buy (add'l)

MYRTLE BEACH SC HOSPITALITY BOND 5% — Interest — Redeemed

SCAGO EDUCATIONAL FACS SCHOOL BOND 4 5% — Interest

SCSTATE PUBLIC SERVICE AUTH SANTEE COOPER BOND 4.75% — Interest — Redeemed

SCAGO EDUCATIONAL FACS SCHOOL BOND 4 5% — Interest

SUMTER SC WATER & SEWER BOND 4.50% — Interest

LEXINGTON SC HOSPITAL BOND £00 — Interest

HORRY CO. SCHOOL BOND 4.500% — Interest

SCPSA SANTEE COOPER BOND 5.000% — Interest

SCPSA SANTEE COOPER BOND 5.000% — Buy (add'l)

SPARTANBURG CO. SC HOSPITAL BOND 5.00% — Interest

CHARLESTON SC STORMWATER BOND 4.50% — Interest

MORGAN STANLEY BANK MONEY MARKET ACCOUNT #2 — Interest

EAGLE SMALL CAP GROWTH A MUTUAL FUND — Int/Div

EAGLE SMALL CAP GROWTH A MUTUAL FUND — Buy (add'l)

EAGLE SMALL CAP GROWTH A MUTUAL FUND — Buy (add'l)

EAGLE SMALL CAP GROWTH A MUTUAL FUND — Buy (add'l)

IVY HIGH INCOME MUTUAL FUND — Int/Div

IVY HIGH INCOME MUTUAL FUND — Buy (add'l)

IVY HIGH INCOME MUTUAL FUND — Buy (add'l)

IVY MID CAP GROWTH MUTUAL FUND — Int/Div

IVY MID CAP GROWTH MUTUAL FUND — Buy (add'l)

IVY MID CAP GROWTH MUTUAL FUND — Buy (add'l)

IVY MID CAP GROWTH MUTUAL FUND — Buy (add'l)

JP MORGAN LARGE CAP GROWTH A MUTUAL FUND — Int/Div

JP MORGAN LARGE CAP GROWTH A MUTUAL FUND — Buy (add'l)

JP MORGAN LARGE CAP GROWTH A MUTUAL FUND — Buy (add'l)

JP MORGAN MID CAP VALUE S MUTUAL FUND — Int/Div

JP MORGAN MID CAP VALUE S MUTUAL FUND — Buy (add'l)

JP MORGAN MID CAP VALUE S MUTUAL FUND — Buy (add'l)

METROPOLITAN WEST TOT RET BD MUTUAL FUND — Int/Div

METROPOLITAN WEST TOT RET BD MUTUAL FUND — Buy (add'l)

METROPOLITAN WEST TOT RET BD MUTUAL FUND — Buy (add'l)

METROPOLITAN WEST TOT RET BD MUTUAL FUND — Buy (add'l)

OPPENHEIMER INTERNATIONAL DIV Y MUTUAL FUND — Int/Div

OPPENHEIMER INTERNATIONAL DIV Y MUTUAL FUND — Buy (add'l)

OPPENHEIMER INTERNATIONAL DIV Y MUTUAL FUND — Buy (add'l)

OPPENHEIMER INTERNATIONAL DIV Y MUTUAL FUND — Buy (add'l)

TEMPLETON GLOBAL BD FD ADV MUTUAL FUND — Int/Div

TEMPLETON GLOBAL BD FD ADV MUTUAL FUND — Buy (add'l)

TEMPLETON GLOBAL BD FD ADV MUTUAL FUND — Buy (add'l)

TEMPLETON GLOBAL BD FD ADV MUTUAL FUND — Buy (add'l)

VIRTUS INSIGHT EMERG MKTS MUTUAL FUND — Int/Div

VIRTUS INSIGHT EMERG MKTS MUTUAL FUND — Buy (add'l)

VIRTUS INSIGHT EMERG MKTS MUTUAL FUND — Buy (add'l)

DELAWARE VALUE MUTUAL FUND — Int/Div

DELAWARE VALUE MUTUAL FUND — Buy (add'l)

DELAWARE VALUE MUTUAL FUND — Buy (add'l)

INVESCO SMALL CAP VALUE Y MUTUAL FUND — Int/Div

INVESCO SMALL CAP VALUE Y MUTUAL FUND — Buy (add'l)

INVESCO SMALL CAP VALUE Y MUTUAL FUND — Buy (add'l)

PIMCO LOW DURATION P MUTUAL FUND — Int/Div

PIMCO LOW DURATION P MUTUAL FUND — Buy (add'l)

PIMCO LOW DURATION P MUTUAL FUND — Buy (add'l)

Chairman Emeritus: Board of Regents, Anderson University

Emertus Member: Board of Visitors & Directors, Anderson Lmversity

Honorary Member: Board of Directors, Anderson Area YMCA

Reimbursement — SC Association for Justice — 1252014 - 12/6/2014 — Atlanta, GA — Educational Legal Seminar — Lodgmg

Note I, Line 15, Part VII. Mandatory IRA withdrawal. IRA value listed in Part VIL, line linc 9 and underlying holdings listed in Part VII, lines 10 and 11

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.

George Ross Anderson jr | Frix