# James A. Beaty jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9836 ## Record - **Judge:** James A. Beaty jr - **Year:** 2017 - **Report type:** Final - **Pages:** 8 ## Text 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, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9836. Public record. Not legal advice.