george r anderson jr financial disclosure report for 2009

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  • 8/3/2019 George R Anderson Jr Financial Disclosure Report for 2009

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    , ~ o 1 0 FINANCIAL DISCLOSURE REPORT n e p o . R e q u i r e d b ) , t h e E t h i c sin Government ,~c t of 1978r e ~ . . I / : o l o FOR CALENDAR YEA R 2009 ( 5 u , s . c , a p p . . . ~ ," 1 o r - H I )I . P e r s o , ~ R e p o r t i n g ( l a s t n a m e . f i r s t , m i d d l c i n i t i a l ) L Co nr t o r Organ iza t ion 3,Anderson, J r . , George ~ . U.S. D is t r ic t CouP, SC 05/07/2010

    4. Ti t le (A~c lc HI judges i~ ica~c ~cf ivc or ~nior smt~; 5z, Repo~ T )~e (c~k ~ppropr iatc ~ypc) ,6 . Repo~JnR Per l ~m ~ g i s t ~ tc ) u d [ c s i n t im a t e ~ u f l- o r ~ Nomination, D ~ t e 01/01~009U. S. Distr ict Judge (Senior Status) ~ Initial ~ Annul ~ Final 12/31/2~9

    5b. ~ Am~edR~7 , ~ a m~ o r O f f ic e Ad d r e s s O~ the bzs l s o f t h e i n f o r m a t io n on l~ ln~ In th is Re ~ ~dmodif ications ~ u l n t n g t h e r e to , R h , i n m y o p i n io n , i n ~ m p U x u ePOSt O~ee Box 2147 with applicable laws and regulations.And~on , SC 29622

    I M P O R T A N T N O T E S : The instructions accompanying thls form must be followed ompta a t t par t s ,check ing the NONE box for ea ch p a r t wher e you ha ve no r ep or ta ble i n for ma t ion . S ign on la s t p a ge .

    [-"] NONE (No reportable positions.)POSITION NAME OF ORGANIZATION/ENTITY

    1. Chairm an Em eritus: Foundation Council Anderson University2. Em eritus M em ber: B oard of V isitor~ & Directors Anderson University

    3. H onorary M em ber. B oard of Directors Anderson Area YM CA

    5.

    II. AG REEMENTS. ~ ,~ , ,~ i .~ t .~ i~ o to~ , ;~ , , p~~ NONE ~o reportab& agreements.) ~ ~~ P AR T IES AND T E R M S

    1.

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    N a m e o f P e r s o n R e p o r t in g D a t e o f R e p o r tFINANCIAL DISCLOSURE REPORTI Anderson, J r ., Geo rge U.age 2 of I 1 0 5 / 0 7 1 2 0 1 0

    I II . N O N - IN V E S T M E N T I N C O M E . tS ,~ o , ~ ~ .~ o t .na*~ o . .e : ,o , pp . 17-24 of filing lnstructlonr~)A. Fliers Non-Investment Income

    N O N E (N o r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e . )DATE ~ ;OU R C E AND T YP E I N C O M E[.yours, not spouses)

    1.2.

    3.4.

    B . S p o u s e s N o n - I n v e s tm e n t I n c o m e - l .f you were ma rrJed dur~n g any port ion of the report ing.rear, com ple te ~hts stc t lot t( D o l l a r a m o u n t n o t r e q u i r e d e x c e p t fo r h o n o r a r i a . )

    ~] N O N E (N o r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e . )DATE ~OURCE AND TYPE

    I.2.3.

    4.

    IV. RE I M B U RS E M E NTS(Includes those to s~use and depend ent child~n; se~ ~. 25-27 o f filing i~tructio~.)

    ~ NONE ~o reportable reimbursements.)SOURC~ DA~S LOCATION PURPOSE ~EMS PAID OR PROVIDED

    I. Charleston School of Law May 15-17, 2~9 Charleston, SC R~ipien t : Honora~ 2 Nigh ts L~gingD~tor of Laws Degree2. SC Ass~iat ion for Jusl ice December 3-5, 2009 Atlanta, G A Speaker 2 Nights Lodging

    3.4.5 .

  • 8/3/2019 George R Anderson Jr Financial Disclosure Report for 2009

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    FINANCIAL DISCLOSURE REPORTPag e 3 of l I Anderson, Jr., George R. 05/07/2010

    V . G I F T S . a ~ t .d e , , I ,o , , ,o , ~ o ~ , e o n d dependent children; set p p . 2 S - 3 1 of firing tnstructlon~)~-] N O N E (No reportable gifts.)

    SOURCE DgSCRIPTION VALUEI.2.3.4.5.

    [~ N O N E ( N o repo rCable l iabi li t ies . )CREDITOR DESCRIPTION ~

    I.2.3.4.5.

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    FINANCIAL DISCLOSURE REPORT [ N a m e o n e r so , r e p o , ~ i . ~IPage 4 o f 1 1 I Anderson, Jr., G e o rg e R . 0 5 / 0 7 / 2 0 1 0

    N O N E ( N o r e p o r t a b l e i n c o m e , ~ s e t s, o r t r a n s a c t io n s . )A. B. C. ~ D.De~ription of As~ts Income dudng G ross value at end T r a n s a c t i o n s d u d n g r e p o r t i n g{including ~s t assets) rc~ing ~dod of repos ing ~od

    ~lace"(X)af lcrcachasset Amount ~ T~(c.g., Value [ Value TyN (c.g., ~ Dine Value G ain Idcntityofe x e m p t f r o m p r i o r d i s c l o s u r e ~ C o d e I ~ ~v., ~nt, C~e 2 Me~ buy, ~lk :m ~d~ y " C ~e 2 C~e I bayer/seller (A-H) : o r i n t . ) (JP) I Code3 r e d e m p t i o n ) ; ( J - P ) ( A - H ) (ifprivate

    I. P R O P E R T Y # 1 , A N D E R S O N , SC None J W2. COMM~ITY FIRST A Div idend K TBANCO~O~TION COMMON STOCK3. S C S T A T E H O U S ~ G A U T H O R IT Y B In terest R e d e e m e d 01 /01 /09 l A

    B O N D ( 6 . 4 5 %) ( pan)4. Re d e e m e d 07/01/09 l A

    5. T H E S O U ~ H F IN A N C I A L G R O U P , ~ C . A Div idend l TC O M M O N S T O C K6. COMM~ITY CAPITAL CO~. A Divided J TC O M M O N S T O C K ( B EL T O N B A N K )7. P R O P E R ~ ~ 2 , A N D ER S O N , S C None L W8. LEXINGTON CO. SC HOSPITAL BOND C Interest K T(5.125%)9. BANK OF ANDERSON ACCOUNTS A Interest M T1 0 , GRANDSOUTH BANCORPORATION A Dividend K TCOMMON STOCK1 1 . PEOPLES BANCORPORATION, INC. None J TCOMMON STOCK1 2 . REGIONS FINANCIAL CORP. COMM ON A Dividend J TSTOCK1 3 . SC PUBLIC SERVICE AUTHORITY D Interest Redeemed 06/19/09 MBOND (5.125%)1 4 . FLORENCE CO. HOSPITAL BOND B Interest K T(4.75%)15. t tORRY CO. HOSPITAL BOND (5 .0~%) B Interest K T

    1 6 . O RAN G E BU RG CO . SC BO N D (5 . 7 0%) D Interest M T1 7 . MSSB * I RA #I A Dividend K T *Note I ,VIII

    ( s e e C o l u m n s c I a n d D 3 ) N = $ 2 5 0 , ~ 1 -3 . V u I I ~ M e ~ C ~ d t ~ Q -A~i~l R ~o~ (R~I ~te ~ly) S =~ T ~ a ~ h M ~ k ~( S e c C o l um ~ C 2 ) U -~k Vat~ V ~ M r W = E ~ t i m a l~

  • 8/3/2019 George R Anderson Jr Financial Disclosure Report for 2009

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    FINANCIAL DISCLOSURE REPORT N . m e o f V e , ~ o n R e p o , ~ l n ~Pag e 5 of 11 Anderson, Jr., G e o r g e I L 0 5 1 0 7 . , 2 0 1 0

    V I I . I N V E S T M E N T S a n d T R U S T S - ~ , , ~ o ,. ,, , . a t .e , ,,,nso.io., ant~a,s ,ho,~ o~ ,~o~,. =.a d.~,.,,~, ,~t==.: ,,, ~,. ~,-~o o~,.~ ~,,~o~N O N E ( No re po r ta b l e in c o m e , a s s e t s , o r t ran s ac t io n s .)

    A. ; B. C. : D.Description of A~c~ I n c o m e d u r in g Gross value at end Tm nsac t l on s du f i ~ ~ i ng ~odo~.~.~,~,..~,o ~ . ~ j ~ . F ~ J ~ . . . . . L . ~ f ~ 0 ? { ~ . ~ ~ _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . O ) ( 2 ) O) [ (2) O) (2)Place "(X)" afl~ ~h assc( ~ A~unt T)~ (e.g., Value ] V a ~ u c T~ {e .g . , D a l e Value G a i n l d c n t lt y o f~~t f~m prior di~los~ . C~e 1 d i v . , r e i n , C~c 2 M lh~ buy. sell, m ~ d ~ y y C~2 Code I ~y~/sl ler t A - H ) orlnL) ( J - P ) C~ 3 ~mplion) [ J - P ) (A-H) ( i f p r i v a t e~ (Q-~ I r a n s a e t i o n )1 8 . - M S S B * F O C U S G R A P H F U N D A *Note I, VIIIMUTUAL FUND1 9 . - MSSB* DIVID~ GRAPH B *Note I, VIIIM ~ U A L F U N D20. MSSB* I~ #2 A Divided J T *Note I ,Vll l .2 1 . - MSSB* FOCUS GROWTH FUND A *Note I, VIIIMUTUAL FUND2 2 . - MSSB* DIVIDEND GROW TH B *Note I, VIIiMUTUAL FUND2 3 . MANDATORY IRA DISTRIBUTION: *Notes I & 2, V IIIMSSB * IRA #I2 4 . MSSB * S&P 500 B FUND [MUTUAL A Dividend K T *Note I, VIIIFUND]2 5 . MSSB * S&P 500 A FUND [MUTUAL A Dividend K T *Note I, VIIIFUND]2 6 . M ANDATORY IRA DISTRIB U TION: *Notes I & 3, V IIIMS S B IR A #22 7 . SC TRANSPORTATION D Interest Redeemed 1 0 1 0 1 / 0 9 NoINFRA-STRUCTURE BOND (5.37528 . HILTON HEAD ISLAND SC GEN. OBL. B Interest Redeerned 12/01/09 KBOND (5.50%)2 9 . UNIVERSITY OF SC BOND (5.75%) C Interest K T

    3 0 . LEXINGTON CO. SC WATER & SEWER D I n t e r e s t M TBOND (5.45%)3 1 . SC TRANSPORTATION C Interest Redeemed 10/01/09 LINFR.ASIRUCTURE BOND (5.25%)3 2 . G REENVILLE HOSPITAL SYSTEM D Interest M TBOND (5.00%)3 3 . SC PUBLIC SERVICE AUTH. BOND B Interest Redeemed 06/19/09 L( 5 , 1 2 5 Y 0 )3 4 , G REENVILLE HOSPITAL SYSTEM C Interest L TBOND ( 5

    I I n t . o n , c G , i n C o ~ c s A - $ 1 . 0 0 O o r t c s ~ , B = t l , ( ~ l - $ 2 . S 0 0 . . . . C = $ L S O I - S S , 0 ~ 0 D - $ ~ , 0 0 1 - $ 1 5 , 0 0 0 E,d~lS.001-150,0ootSc Colu~m I.] I and 1)4) I " - $ 5 0 , 0 0 t - $ 1 0 0 , 9 0 1 " 1 O ~ $ 1 0 0 , 0 0 1 - $ 1 .0 0 0 , 0 0 0 III ~$1.09~,001 - $5.U00,000 1 1 2 = M o r e ~ h a n $ 5 . 0 0 0 , 0 0 0IS,,e Cuttul~m UI and D3) N =$250,0ql -

    ( S ~ C o l u m n C 2 ) U ~ B o o k V a l u e V ~ O 1 h . , r W =Eslimaled

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    FINANCIAL DISCLOSURE REPORT N a m e o f P e r , o n R e p o r t i u g D a t e o f R e p o r tPag e 6 of 11 Anderson, Jr., George R. 05/07/2010

    V I I . I N V E S T M E N T S an d T R U S T S - J.co,.o, ~.t.o,,.o~,.e,Jo.~ (Includes,hose of spouse ona dependent cllmtre.;N O N E ( No re po r tab l e i n c o m e , a s s e t s , o r t ran s ac t io n s . )

    A. B. C. -";" D.D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r c p e n i n g p e r i o d( i n c l u d i n g t r t t s ~ a s s e t s ) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d (, " " ....

    P l a c e " ( X ) " a l t e r e a c h a s s e t . A m o u n t T y p e ( e . g .. Value / Value T y p e ( e . g ., D a t e Value Gain ldennty ofe x e m p t f r o m p r i o r d i s o g r e Code I d i v , , r e n t . Code 2 | M e t ho d buy. sell, m m ] d d / y y Cod,: 2 i Code I buyer/seller

    i (A-H) o r i n t . ) ( , I - P ) ] Code3 ~ r c d c m p t i o n ) ( J - P } (A-It) ( i f p r i v a t eI ( Q -W ) ; , , t r a n s a c l i o n )................................... i. ........ - ..............~ ......... _z_. ......! ...........................

    3 5 . MSSB * AMERICAN GROW TH FUND OF A Dividend K T *Note 1. VIIIAMERICA B MUTUAL FUND3 6 . BEAUFORT-JASPER SC WATER& C Interest L TSEWER. BOND (5.00"/o)3 7 . SC STATE HOUSING DEVELOPM ENT A Interest J T

    BOND (5.125%)3 8 . SC TRANSPORTATION B Interest K TINFR.ASTKUCTURE BOND (5.00%)3 9 . SPARTANBURG CO. SC HOSPITAL D Interest M TBOND (5.25%)40. SC STATE PUB SVC AU TH SANTEE E Interest N TCOOPER BOND (5.125%)41 . SC TRANSP ORTATION D Interest M TINFRASTRUCTURE BOND (5.10%)42. LEXINGTON CO, SC WATER & SEWER D Interest M T

    B O N D ( 5 . 0 0 % )43. SC PUB SVC AUTH SANTEE COOPER D Interest M TBOND (5.125%)44 . VAN KAMPEN COMSTOCK B MUTUAL A Divided L TFUND45 . G RE E N VI L L E CO . SCSCH O O L D Interest M TDISTRICT BOND (5.5%)46. G REENviLLE CO. SC SCHOOL D Interest M TDISTRICT BOND (5.5%)47 . SCTRANSPORTATION INFRA, BOND C Interest L T(5%)48 . SC TRANSPORTATION INFRA. BOND C Interest L T(5.10%)49. SPARTANBURG CO. SC HEALTH C Interest L TSERVICES HOSPITAL BOND (5.25%)5 0 . G REENVILLE CO. SC SCHOOL D Interest M TDISTRICT BOND (5.5%)5 1 . G REENVILLE HOSPITAL SYSTEMS A Interest J TFACILiIY REV. BOND (4.6%)

    2. Value C~ J "$1 $.0~ or le~s K = $15 ,~ 1 - $50 ,~ L =$ 50 ,~ 1 - $ 1~ ,~ M = $100.~1 - $250,~

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    FINANCIAL D ISCLOSU R E R E POR T [ N a m e o f P e r s o n R e p o n l n ~ D a , e o f R r p o r tP a g e 7 o f 1 t I Anderson, Jr., George R,05/07,~010V I I. N V E S T M E N T S a n d T R U S T S - ~ . ~ o ~ , , , ~ , , ~ . . . . . . ~ o . , (l~,l~des fhose of ~p ......d d e p e n d ~ n , c h i ld r e n ; ~ p p , 3 4 - 6 0 o f J~ l l n g I n ~ l r u ~ l o n s . )

    ~ NO N ~ ~ o re pa r tab l e i n c o m e , a s s e t s , o r t ran s ac t io n s . )D~ripl ion of Assets ~ I ~ o ~ d u H n g G r o s s v a t u c a t e n d T~nsacfions during rpo~ing ~riod

    ~ ( A - H ) ~ orlnl.) ( J - P ) [ C~c3 r c d c m p f i o n ) ~ ( J - P ) . (A-H ) (ifpdvat~(Q-~

    5 2 . SPARTANBURG CO, SCHEALTH C Inte~st K TSERVICES HOSPITAL BOND (5,25%)5 3 . SPARTAHB~G CO. SCHEAL~ C In,rest L TSERVICES HOSP~AL BOND (5 .25%)5 4~ SC STATE PUB SVC A~H SAREE B Inlerest K T

    COOPER BOND (4 .75%)$ 5 . SC ~TATEPUB SVC A~H SAREE C Int~s( L TC O O P ER B O ~ (4 .75% )~ 6 . BE AU FORT CO. SC TAX ~ VE ~ E B I n t c r e s ~ K TBLUF~ON BOND (5 .00%)5 7 . SC STATE PUB SV C AUTH SANTEE B Inte~st K TCOOPER BOND S.125~ 8 . M S S B * JP M OR G AN M ID C AP VAL U E B A Divided K T *Note 1, Vl l lF~D$9 . CO L L EG E O F CH A RL E ~ O N BO N D C Interest L T

    60. BE R~ L E Y CO . SC WA T E R & SE W E R B lnt~est K TBOND (5%)61. G REENVILLE CO. SC SCHOOL C In t~s~ L TD1STRI~ BOND (5 .5%)62. M S S B * ] P M O R G A N M I D C A P V A L ~ C B Dividend M T *Note 1, VIIIF~D6 3 . MSSB* VAN ~MP~ COMSTOCKC B Dividend M T *Not~ 1, VIIIF~D~. ~D EP E~D EN C E B A N C S H A ~S , IN C . Non~ J TCOMMON STOCK6 5 , MEDICAL UNIVERSITY SC HOSPITAL C Interest L TBOND (5.00%)66. EASLEY SC UTILITY ~V. B OND C lnter~ L T

    ,67. ~IVE~~I~ OF SC BOND (4.25%) C Iaterest L T

    68 . L.rNIVERSITY OF SC BOND (4.25%) D Interest M T

    ISc Columns B I and D4 I" -$50.001 2100.000 G ~$100,001 - $1,000.~0 I l l $ 1 . ( X X ) ,0 0 1 - $ 5 , 0 O O , 0 0 0 1 1 2 ~ M o r I E a n $ 5 .0 0 0 , 0 0 02 V a l ~ lc C o d c s J = $ 1 5 , O O 0 o r l es s K-S15,001 - $50.000 L = $ 5 0 , 0 4 ) 1 . $ |C 0 . 0 0 0 M -S 100,001 - $2~0.000

    ( S ~ : C o h m ~ n ~ C I a n d D 3 N ~ $ 2 3 0 , 0 0 1 - $ 5 ~ 0 , 0 0 0 O = $ 5 0 0 . 0 0 1 . $ I . 0 0 0 , 0 0 0 P I = $ 1 , 0 0 0 , 0 0 | . $ 5 , ( ~ 0 , ~ P 2 ~ $ 5 , 0 0 0 . 0 0 1 - $ 2 5 . 0 0 ~ . 0 0 0P 3 = $ 2 3 . { " ~ 0 0 . 0 ~ 1 $ 5 0 , 0 0 0 . 0 0 0 P 4 = M b s c I h a n $ 5 0 . 0 0 0 , 0 0 03. V~l~: Mc~h~ Cod~ Q - . ~ , p p r aL s a l P . ~ C o ~ ( R c a l E s ta t e O n l y } S - A s s c ss 4 n c n t T ~Cash Mark~

    ( ~ C o l u m n C 2 ) U ~Book Val~ V - O ~ h c r W ~ E s l i m a ~ [

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    FINANCIAL DISCLOSURE REPORTPag e 8 of 1 1 Anderson, Jr., G e o r g e a . 0 5 / 0 7 / 2 0 1 0

    VII. INVESTMENTS and TRUSTS -~ NONE ~o reportable income, msets, or transactions.)........ ~ .........................g. " ...............c~ ................... ~. .........~scfipti~ orAssc~ Income ~ffng Gm~ val~c at end Tmnsaclions during rc~ing ~ri~

    (including trust ~ts) , r~o~ng ~riod ofr~oning period~ - o ~ . . . .. . . . .Place "(X)" afl~ each ~I ~ A~um T~ (e.g.. " Value V~uee x m p l f r o m p r i o r d i s c lo s u r e C~e I d iv., ~L C~ 2 Mc~ . b u y . s e l l . m~d~tyy C~e 2 C~e I b u y c r l s e l l c r(A-H) o r i n L ) (J-P) C~3 ~dmpllon) (~-P) (A -H) (if pfival(~ l m n s a c l i o n )

    69 , ANDERSON CO. M~. WATER & A Int~res~ J TSEWER BOND (5.00%)70 . COLUMB IA, SC WAng& SEWER B lnt~est K TB O N D (5 .~ % )71 . SC JOB S ECON. DEV. AU~. BO~ D I n t e r e s t M T( 4 . 5 0 % )72 . DORCHESTER CO COURTHOUSE D I n t e r e s t M TBOND (4.60% )7 3 . SC PUB SV C AU~ SAN~E COOPER B Inte~st L TB O N D ( 4 .5 0 % )7 4 . SC PUB SVC AU~ SANTEE COOPER C I n t e r e ~ L TB O N D ( 4 .7 5 % )75 . MSSB* AM ERICAN GRO~H FUND OF A Dividend L T *Note I, VIIIAMERICA C76 . SCAGO EDU. COLL~ON SCH ~L C largest L TB O N D77 . SCAGO EDU. COLLETON SCH~L C I n t e r e s t L TB O N D ( 4 .5 0 % )7 8 . HORRY CO. SC SCHOOL BOND (4.50% ) C ] m e r e s t L T7 9 . TOUCIIMARK BANCSHARES, INC. None J T Note #4, VIIICOMMON STOCK80 . LEXINGTON SC SCH OOL DISTRICT#2 D I n t e r e s t M TB O N D ( 4 . 7 5 , / o )8 1 . SPARTANBURG SC REGIONAL C I n t e r e s t L T Note #5, VIIIHEALTH BOND {4.50% )8 2 . SC JOBS ECONOMIC DEV . AUTtt. C I n t e r e s t L THOSP. BOND (~.50% )8 3 , SC JOBS ECONOMIC DEV. AUTH, D I n t e r e s t M THOSP, BOND (4.50% )8 4 . SC TRANSPORTATION C I n t e r e s t L TINFRASTRUCTURE BOND (5.00% )8 5 . BEAUFORT CO, SCH OOL BOND (5,00% ) A I n t e r e s t K T

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    Inme o1" Person Reporting Dale of ReportFINANCIAL D IS C LO S UR E R E PO R T] Anderson, Jr., G eorge R.age 9 of 11 0 5 / 0 7 / 2 0 1 0

    V I I . I N V E S T M E N T S a n d T R U S T S - i ........ tuo, tra,,,.cao.$ ~t.~t.dos ,ho,~ o~,p ...... 4 d~p~,~,n, ~h~lar,.; ,,~ ~. ~-~0~ N O N E ( No re po r ta b l e in c o m e , a s s e t s , o r t ran s a c t io n s . )

    A. B. C. D.D~cripfion of Asses ~ In.me dur ing Gro~ value at end T~mactions during ~ning~i~,~,.~,~) : . _ . ~ o , 2 ~ 2 ~ ....... y!~yo,2~j~o~ ..........................................(11 (2) (11 (2) (I) , (21 131Place (X)" aficrcach asset A m o u n t T~ (e.g., Valu~ V a ] u ~ Ty~ (e.g., Dale , Value Gain [ d c n t i ~ y o fe x e m p t f r o m p r i o r d i s c l o s u r e i C~ I ~v., ~ ~ C~2 Mc~ ~y . sell. m m~d~y y ~ C~ 2 C~e I buyer!seller. A - H ) o r i n t . ) : ( J - P } C o d e 3 r e d e m p t i o n ) ~ ( J - P ) t A - H ) ( i f p r i v a t e

    ( Q -W ) ~ uansaction)

    8 6 . DORCHESTER CO. COURTItOUSE A lnter~t K TBON D (4.60%)87 . RICHLA~-LEX~GTON AI~OKT A Interest K TBO N D (5 .~ %)~8 . SC PU B L IC SE RVI CE AUTH, SANTEE A Interest Redeem~ 06/19/09 K AC ~P ER B O N D (5 .12 5% )8 9 . S C S TA TE P UB LIC S ER V IC E A ~ . B lnter~t R edeem ~ 06/19 /~ KB O N D ( 5 .0 ~ / , )90. SC T~NSPORTAT1ON B Interest K TINF~ASTRU~U~ BOND (5.~%)91. ~IV .O F S C ED UC A TIO N B O N D A Interest K T(4 .375%)9 2 . S C T~N S P O R TA TIO N B Interest K T B uy 0~17/09 KINF~STKUC~ BOND (4.50%)9 3 . SCAG0 EDU . FAC. PICKENS CO. B Interest K T B uy 06/26/09 LSCH O O L BO N D (5 .~ %)94. SCAG O EDU, FAC, PICKENSCO. C Interest M T B uy 06/26/09 MSCHOOL BOND (5.00%)9 5 . SC JOBS ECONOMIC DEV. HOSPITAL B Interest L T B uy 07127/09 MBOND (5.00%)9 6 . COLLEG E OF CHARLESTONEDU. FAC. None N T B uy 10/07/09 NBOND (4.50%)97. MOKG AN STANLEY BANK MONEY A Interest J T Note 6, VIIIMAR~T ACCOST (X)

    (Sc Colutnms I] l and I34) F ~$ 5t1.001 . $ 100.0O~ G = $100.fl01 . $ 1.000.00O III =$1.000.001 . $ 5.000.0(}0 112 =M ore than $5.000.000Value Codes J = $ 15 .000 or Ion K -~l 5 .001 $ 50.000 L ~$50.001 - S 100.000 M = $1012.001 - $250.000ISec Coltunm CI and D3) N -1250.001 - 1500.00(} O ~$ 500.001 - $ 1.000.000 P l ~ $1 ,000.001 - SS.000.000 P2 =$ 5.000.001 - $25.00~.000

    PJ ~$25.000.001 - $5fl .000.000 P4 -More th~Value Method Cod~.- i Q -Appraisal R ~ oa (Real Estate Only) S = Asse~men T ~l~ash Marke l{S~: Colurrm C2) U = B ook V alue V -O th e r W ~E~mat t~ l

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    N a m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r tF IN A NC IA L D IS CL O SU RE R EP O R Ti A . ~ e ~ o . , J ~ - ., ~ ; ~ o ~ - ~ ~ .ag e 10 of l 1 o 5 ~ 0 7 ~ 0 ~ o

    VIII. ADDITIONAL INFORMATION OR EXPL~AT1ONS. tt~ai~,~,a~g,~)

    Note 1: Par t VII, Lines 17, 18, 19, 20, 2 I, 22, 23, 24, 25, 26, 35, 58, 62, 63, 75: MS DW (M organ Stanley Dean W itter) now MSS B (M organ Stanley SmithBarney).Note 2: Par t VII, Line 23. No M andatory Withdrawal for 2009. IRA income, value, and under lying investments lis ted in Par~ V II, Line 17.Note 3: Par t VII, Line 26. No M andatory Withdraw al for 2009. IRA income, value, and under lying investments lis ted in Par t VII, Line 20.Note 4: l~ar t VII, Line 79: Name Change from Touchstone Bancshares, Inc. to Touchmark Bancshares, Inc.Note 5: Par t VII, Line 8 I: Column C income incorrectly lis ted as M for 2008. Should h ave been L for 2008.Note 6: Par t Vll, Line 97: Inadver tently om itted from 2008 Rep ort .

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    Name of Person Reporting Date of ReportINANCIAL DISCLOSURE REPORT[ Anderson , J r . , G eorge R. 05/07/2010agell ofll

    IX. CERTIFICATION.! cert i fy that al l information given abov e (including Information pertaining to my spou se and m inor or dependent ch i ldren, if any) Isaccurate, t rue, and complete to the best of my knowledge and bel ief , and that any information not reported was withheld because i t met applicable s tatutoryprovisions permit t ing non-disclosure.! further cert i fy that earned Income from outside employm ent and honoraria and the acceptance of gif tl wh ich have b een reported are Incomp liance with the p rovisions of 5 U.S.C. app. 501 et . seq., 5 U.S.C. 7353, and Judicial Conference regulat ions.

    NOTE: ANY INDIVIDUAL W HO K NOW INGLY AND W ILFULLY FALSIFIES OR FAILS TO FILE Ti l lS REPORT M AY BE SU BJECT TO CIVILAND CRIMINAL SANCTIONS (5 U.S.C. app . 104)

    FILING INSTRUCTIONSM ai l s igned o r iginal and 3 ad di t ional cop ies to:

    Com m it tee on Financ ia l Disc losureAdm inis tra t ive Office of the U ni ted S tates Cour tsSui te 2-301One Co lum bus Ci rc l e , N.E .W ashington, D.C. 20544