House · Republican · NC-2 · in the House since 2013 · Latest annual report · holding.house.gov
From the annual report filed Jun 29, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| First Citizens BancShares, Inc. - Class A (FCNCA) [ST] FCNCA | $1M – $5M | Self |
| Cape Fear LLP [OT] | $500K – $1M | Self |
| BB&T Universal Life Policy [WU] | $100K – $250K | Self |
| Sterling Capital NC Intermediate Tax-Free (BBNTX) [MF] | $100K – $250K | Self |
| Microsoft Corporation (MSFT) [ST] MSFT | $50K – $100K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Oct 22, 2020 | AT&T Inc. | Sale | $1K – $15K | Self | Scan |
| Oct 22, 2020 | Bristol-Myers Squibb Co | Sale | $1K – $15K | Self | Scan |
| Oct 22, 2020 | Chevron Corp | Sale | $1K – $15K | Self | Scan |
| Oct 22, 2020 | Philip Morris International Inc | Sale | $15K – $50K | Self | Scan |
| Oct 21, 2020 | Not linked to a company Sterling Capital North Carolina Intermediate Tax-Free Fund-CL INST | Sale | $1K – $15K | Self | Scan |
| Oct 21, 2020 | Not linked to a company Sterling Capital North Carolina Intermediate Tax-Free Fund-CL INST | Sale | $15K – $50K | Self | Scan |
| Aug 14, 2020 | Bristol-Myers Squibb Co | Sale | $1K – $15K | Self | Scan |
| Aug 14, 2020 | Bristol-Myers Squibb Co | Sale | $1K – $15K | Self | Scan |
| Aug 14, 2020 | Chevron Corp | Sale | $1K – $15K | Self | Scan |
| Aug 14, 2020 | International Business Machines Corp | Sale | $15K – $50K | Self | Scan |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Oct 22, 2020 | Sterling Capital NC Intermediate Tax-Free (BBNTX) | Partial sale · Mutual fund | $15K – $50K | Self | 2021 Annual Report filed Jun 29, 2021 |
| Oct 22, 2020 | Philip Morris International Inc | Sale · Stock | $15K – $50K | Self | 2021 Annual Report filed Jun 29, 2021 |
| Oct 22, 2020 | Chevron Corp | Sale · Stock | $1K – $15K | Self | 2021 Annual Report filed Jun 29, 2021 |
| Oct 22, 2020 | Bristol-Myers Squibb Co | Partial sale · Stock | $1K – $15K | Self | 2021 Annual Report filed Jun 29, 2021 |
| Oct 22, 2020 | AT&T Inc. | Sale · Stock | $1K – $15K | Self | 2021 Annual Report filed Jun 29, 2021 |
From George Holding's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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