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COPy 2009 Amendment to Statement of Economic Interest; 9 2009 INTACT INFORMATION Name of Person Filing JEAN R. PRESTON Preferred Mailing Address! 2114 POMPANO DRIVE EMERALD ISLE.NC 23504 Job Tide/Employer NORTH CAROLINA GENERAL ASSEMBLY Daytime Phone Number 252) 954-6993 E-Mail Address If you are filing because you are serving on or being considered for appointment to a State board, commission, task force, authority, or similar public body (“board”), please list the full name(s) of all, State boards on whieh you are serving or to which you are being considered for appointment: Please provide the following information concerning your spouse and other members of your immediate family.” If the information requested does not apply, please indicate “none.” Name (First, Last) Occupation Employer Business NONE With the exception of judicial officers (including Justices or judges of the General Court of Justice, district attorney ‘court, persons holding of seeking aa elected affice with a residency requirement must provide a home néess. Immediate family includes your spouse (unless legally separated) and members of your extended family (your and your spouse's idren, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) that reside in your household Judicial officers and candidates for those offices may use the initials of unemancipated children instead of those children's names. If initials ace used, the children’s names should be provided on a supplemental form available on the Commission's website I. $10,000 PLUS DISCLOSURES If you, your spouse, or other members of your immediate family have assets or liabilities with a market value of at least $10,000 in the following categories, please provide the requested information as of 12/31/08 unless another time period is specified in the question > Do not list the value of those assets or liabilities. > Do not list assets or liabilities held in a blind trust‘ established by or for the benefit of you or an immediate family member. REAL ESTATE, 1. Do you, your spouse, or members of your immediate family have an ownership interest in North Carolina real estate with a market value of $10,000 or more? ]¥es [7] No Ifo, please list below. Owner of Real Estate Location by County and City ___% Ownership Interest LEAN R. PRESTON CARTERET.CO.EMERALD ISLE _|100.00% North Carolina real estate with a No 2. Do you, your spouse, or members of your immediate market value of $10,000 or more to or from the State? If so, please list below and identify the State agency involved in the property lease, by County ty of Lessor ___Identity of Lessee (Renter) Loe: PERSONAL PROPERTY 3. Within the preceding two years, have you, your spouse, or members of your immediate fan or bought personal property with a market value of $10,000 or more to or from the State? C] Yes Iso, please list below and identify the State agency involved in the purchase or sale. Identity of Purchaser Identity of Seller * 4 “blind trust” is trust that meets all ofthe following criteria (a) the owner ofthe trust's assets is unaware of the tust’s holdings and sources of income, (b) the individual or entity managing the tmust’s assets (“the trustee") is not a member of the covered person's extended family and is not associated with or employed by the covered person ot his of her immediate family, and (c) the trustee has sole diseretion ro manage the trust’s assets. G.S, 138A-3(). Page 2 of 10 4. Do you, your spouse, or members of your immediate family rent personal property with a market ue of $10,000 or more to or from the State? _Q Yes If 30, please list below and identify the State agency involved in the property lease. __Nature and Location of Property : inne PUBLICLY OWNED COMPA! Identity of Lessor STS a). Do you, your spouse, or members of your immediate family own interests in a publicly owned company valued at $10,000 or more? C]Yes [No Ifso, please list below. > Do not list ownership interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if (i) the fund is publicly traded or its assets are widely diversified and (if) neither you nor an immediate family member are able to control the assets held in the mutual fund, investment company, or pension or deferred compensation plan, > Do not disclose the value of your interests. _ Owner of Interest ___Name of Company 5(b). Do you, your spouse, or members of your immediate family hold stock options in a publicly ¥y valued at $10,000 or more? [} Yes No C]Listed Above — Ifo, please list below. owned coi > Do not disclose the value of the stock option(s). } Do not list companies disclosed in response to previous questions. ‘Owner of Stock Option Name of Company in which Option is Held Page 3 of 10 INTERESTS IN NON-PUBLICLY OWNED COMPANIES OR BUSINESS ENTITIES 6(a). Do you, your spouse, or members of your immediate family have financial interests valued at $10,000 or more in a non-publiely owned company or business entity (including interests partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and elosely held corporations)? [] Yes [No Iso, please list below. Specify if the owner is an officer, employee, owner, director, or partner Name of Company of the company, or a member or lia or Business Entity 6(b). For each of those non-publicly owned companies or business entities identified in question 6a) (the “primary company”), please list the names of any other companies in which the primary company owns securities or equity interests valued at over $10,000, if kuown. Non-Publiely Owned Company Other Companies in which the Primary Company (the Primary Company) Owns Securities or Equity Interests 6(c). If you know that any company or business entity listed in 6(a) or (b) above has any material business dealings, eontraets, or other involvement with the State, or is regulated by the State, provide a brief description of that business activity. ss Relationship wit ny or Bu _Mdentify Comy Page 4 of 10 VESTED TRUSTS 7, Are you, your spouse, or members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that is created, established, or controlled by you? C1Yes No Iso, please list below. > Do not list blind trusts. Please see footnote 4 on page 2 for the definition of blind trust. __Name & Address of Trustee Description of the Trust Your Relationship to the Trust LIABILITIES 8. Do you, your spouse, or members of your immediate family have a liability (debt) of $10,000 or more, excluding indebtedness on your primary personal residence? [] Yes Is ‘Type of Creditor Name of Debtor (You, Spouse, Family Member) _ (Commereial Bank, Credit Union, Individual, ete.) Page 5 of 10 Il. OTHER DISCLOSURES 9. At anytime during 2008, were you, your spouse or other members of your immediate family a director, officer, governing board member, employee, independent contractor, or r a nonprofit corporation or organization operating in the State primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? [] Yes If so, provide the following information, > Do not list State boards or e1 ies, or entities ereated by a political subdivision of the State. >If the listed nonprofit corporations or organizations do business with the State or receive State funds, please provide a brief description of the nature of that business, if known, or which with due diligence could reasonably be known. ¢ of Nonprofit Nature of Business Deseribe s or Stat Identify Person N sand HisiHer Position Corp. 0 10. List the name of each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or other members of your immediate family during 2008 if that souree was not previously listed in response to questions 1-9. Include salary, wages, professional fees, honoral interest, dividends, rental income, and business income. Please do not include income received from the following sources: > Capital gains > Federal government retirement > Military retirement > Social security income Recipient of Income Name of Source Business or Industry ‘Type of Income lean PRESTON INC GENERAL ASSEMBLY |STATE SENATOR _|SALARY - JEAN R, PRESTON STATEEMPLOYEES C.U, [NONE INTEREST VEANR.PRESTON [SOUND BANK INONE INTEREST if JEAN R, PRESTON |BANKAMERICA CORP [NONE ___[piipenos JEAN R, PRESTON EDWARD JONES _ NONE DIVIDENDS L a —_____| 60f 10