George R. Hodges

2011Annual

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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

  • 131

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Stanley
  • Lynch
  • Lvach
  • Nanonwide Ins, Co
  • Nationwide Ins. Co.

As filed

Sonoco Products — Int/Div

Morgan Stanley mt. bearmg demand accts — Int

IRA - MSDW Liquid Asset Fund — Interest

IRA - CISCO Sys. — None — Sold — Stanley

IRA - Exxon Mobil — Int/Div — Sold — Stanley

IRA - Intuitive Surgical — None

IRA - AFLAC — Int/Div — Sold — Stanley

IRA - Baxter Int'l — Int/Div

IRA - Apple Inc — None — Sold (part) — Stanley

IRA - Apple Inc — Sold (part) — Stanley

IRA - IShares IBOXX — Int/Div

IRA - Devon Energy — Int/Div — Sold — Stanley

IRA - Blackrock Inc — Int/Div — Sold — Stanley

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

IRA - General Electric — Int/Div

IRA - Ishares MSC — Int/Div — Sold — Stanley

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

IRA - Chevron — Sold (part) — Stanley

IRA - Broadcom Corp. — Int/Div — Sold — Stanley

IRA - Caterpillar — Int/Div

IRA - Express Scripts Inc — None — Sold — Stanley

IRA - Phillip Morris — Int/Div

IRA - Potash Corp — Int/Div

IRA - Tesoro Petrol. — None — Sold — Stanley

IRA - Textron Inc — Int/Div

IRA - Iron Mountain — None — Sold — Stanley

IRA - 3M Corp. — Int/Div

IRA - Buffalo Small Cap Fund — None

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

IRA - Cohen + Steers Intl RealtyA — Int/Div

IRA - Goldman Sachs Sm Cap Val A — Distribution

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

IRA - Imel — Int/Div

IRA - MSC Emerging Mkt FD — Interest

IRA - Honevwell Int'l — Int/Div — Buy — Stanley

IRA - United Health Gp — Int/Div — Buy — Stanley

IRA - Pharmasset Inc — None — Buy — Stanley

IRA - Cemer Comp — None — Buy — Stanley

IRA - Thermo Fischer Sci Ine — None — Buy — Stanley

IRA - Sunoco Ine — Int/Div — Buy — Stanley

IRA - Hatteras Alpha Hdgd Fd — Int/Div — Buy — Stanley

IRA - Hatteras Alpha Hdgd Fd — Buy — Stanley

Bristol Myers Squibb — Int/Div

Oracle Corp. — Int/Div

Lincoln Nat'l. Corp. — Int/Div

Altria Group — Int/Div

Kraft Foods — Int/Div

Coca Cola Co. — Int/Div

Merck — Int/Div

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

Rockingham NC CTSF Part N — Interest

N Carolina Estn MPA Sys — Interest

No. Carolina St PUB — Interest

Univ. NC Chapel Hill — Interest

Nash Hlth Cre Sys NCHCF — Interest

SCANACorp — Int/Div

AT&T Inc — Int/Div

Berkshire Hathaway CLB — None

N. Car. MCC. Healthcare — Interest

USB Capital VIII — Interest

Johnson + Johnson — Int/Div

Amencan Balanced Fund — Interest — Sold (part) — Lynch

Amencan Fundamental — Interest

First Eagle Overseas FD — Interest — Buy — Lvach

First Eagle Global FD — Interest — Buy — Lynch

JPMorgan Inc. Bldr. FD — Interest — Buy — Lynch

IRA - Cash™oney 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

American AMCAP 529A — Int/Div

American BDFD 529A — Int/Div

American CAP WRLD G&I 529A — Int/Div

American EUROPACIFIC 529A — Int/Div

American GR FD of Amer S29A — Int/Div

Amer. SMALLCAP World S29A — Int/Div

Amer. WA Mutual 529A — Int/Div

IRA - BB&T vanable 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

Ruddick Comp. — Int/Div

Sonoco Products — Int/Div

Schlumberger, Ltd — Int/Div

Merck Co — Int/Div

Triangle Properties Assoc. LLC — Distribution

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 — Buy — Stanley

AT&T — Int/Div

Plizer — Int/Div

Chevron Corp. — Int/Div

Medco Health Solutions, Inc — 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

Dommmion Res — Int/Div

Lockheed Martin — Int/Div

Nuveen Hi YLD Muni Bond — Interest

Lowes Cos. — Int/Div

Pepsico — Int/Div

Hatteras Alpha Hdgd. FD — Int/Div — Buy — Stanley

MFS Muni High Inc. FD — Int/Div — Buy — Stanley

INTER VIVOS TRUST Ded 11-22-89 — None

John Hancock Life Insurance Policy — None

BB&T Demand Deposit Account — Interest

Prudential Financial — Int/Div

Y) NY Life Fixed Annunity — Interest

Liability — Nanonwide Ins, Co — Triangle Properties Assoc, LLC secured in Hickary, NC

Liability — Nationwide Ins. Co. — Note by JM Wallace Lund Co. secured in Iredell County, NC

I. POSITIONS

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

VIL INVESTMENTS and TRUSTS

Conflicts: 1 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,

I no longer have a conflict on matters involving Bank of America, since my brother's 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 4 brother-in-law’s involvement on a "local board” of the bank.

Note: Income is received from several closely held

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 VII. 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 2011 | sold two calves to George Lenze of Brevard, NC, for a total of

$1400.

Line 131, Part VII: This item was inadvertantly omitted from original 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.

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