James A. Beaty jr
2017Final
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What was filed
42
investments
0
positions
1
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Law Clerk Committee
- NC Judicial retirement Vested Benet it
As filed
Duke Enegy, Common Stock — Int/Div — Buy (add'l)
Memill Lynch/Bankof America Spouse Retirement Account (H)
Cash — Interest
Money Account/Bankof America NA RASP — Interest
Various Mutual Funds: ConsumerDiscretionary (XLY) — Int/Div
HealthCareSelect SPDR (XLV) — Int/Div
IShares MSCI EAFE (EFA Europe Australia Far Fast — Int/Div
IShares IBOXX $ (LOD)Bonds — Int/Div
IShares TIPS Bonds (TIP) — Int/Div
IShares 3-7 year Treasury Bonds (1E1) — Int/Div
IShares MBS ETF (MBB) — Int/Div
IShares IBOXXS High Yield Bonds (HYG) — Int/Div
IShares INC CORE MSCI Emerging Mkts (TEMG) — Int/Div
Materials Select Sector (XLB) — Int/Div — Buy
PowerShares EM Sovereign Bonds (XLB) — Ine
PowerSharesPreferred (PGX) — Int/Div
Real Estate Select (XLRE) — Int/Div
Sector SPRD Consumrs Stpl (XLP) — Int/Div — Buy
Sector SPDR Energy (XLE) — Int/Div
Sector SPDR Industral (XLJ) — Int/Div
Sector SPDR Uthtes (XLL) — Int/Div
SPDR S&P Insurance ETF (KIE) — Int/Div
Vaneck Vectors JP Morgan EM Local Currency (EMLC) — Int/Div — Buy
Vanguard Financials ETF (VFH) — Int/Div — Buy
Vanguard Information Tech ETF (VGT) — Int/Div — Buy
Vanguard Telecomm SRVCS (VOX) — Int/Div — Sold
Vanguard Intermediate Term Bond ETF (BIV) — Int/Div
Vanguard Short Term Bond ETF (BSV) — Int/Div
IShares NASDAQ BioTech (1BB) — Int/Div — Buy
Equitable Variable - Alliance Common Stock Fund — Int/Div
AXA Bquiable Incentive Life-Moderate Common Fund — Int/Div
Bank of America Savings Account — Interest
Vacant Real Estate Forsyth NC/ Parcel — None
Vacant Real Estate Forsyth NC/ Parcel 2 — None
Vacant Real Estate/Union SC — None
NewBridge( First National Bank) Checking — Interest
Wells Fargo Bank Checking — Interest
Wells Fargo Bank Money Market — Interest
Allegacy Federal Credit Union Accounts — Interest
Allegacy Federal Credit Union Certificate of Deposit — Interest
Lowes Stock — Int/Div
United Technologies (UTX) — Int/Div — Buy
Gift — Law Clerk Committee — Donation for Judge's Portrant and Public Reception for Portrait Unveiling — $8211.02
Income — 2017 — NC Judicial retirement Vested Benet it — $32,131.68
Section V. GIFTS: In 2015, a Portrait Artist was commissioned to paint an official court portrait. The estimated delivery date was May 2016. In the early Spring
of 2017, a former Jaw clerk formed a committee to determine the former clerks’ interest in assisting with the cost of the portrait. At no time were the amounts
donated nor the identity of the contributors disclosed. The cost of the portrait and custom frame exceeded the amount the committee leader had been able to
raise, but no onc outside of the clerks was solicited for contributions. Given that the original intent was to donate the portrait to the Court, the amount that was
contributed was redirected to taking care of the cost of the public reception on March 31, 2017 for the portrait unveiling and other related expenses. A cashier's
check listing Emily E. Erixson, as the Remitter, dated April 24, 2017, in the amount of $8211.02, noting that it was for the Portrait Dedication was delivered as a
gift on May 2017. The actual amount had not been known until the check arrived. On April 12, 2017, the official portrait was accepted by Court with the approval
of the Director of the Administrative Office of the Courts.
Section VIL INVESTMENTS AND TRUSTS: The entry at item number 41 identified as Lowes Stock, is not a new item. It had been listed on the mitial Annual
Report filed on May 5, 2017, but was inadvertently omitted from the Amended report filed on August 30, 2017.
The entry at item number 42, identified as United Technologies, is new item that was purchased as noted on January 26, 2018,
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.