The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AMERICAN EXPRESS CO | COM | 025816109 | 2,869 | 46,733 | SH | SOLE | 40,582 | 0 | 6,151 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 27 | 300 | SH | OTR | 300 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 1,600 | 17,835 | SH | SOLE | 17,062 | 0 | 773 | ||
BANK AMER CORP | COM | 060505104 | 137 | 10,100 | SH | OTR | 1,200 | 0 | 8,900 | ||
BANK AMER CORP | COM | 060505104 | 8 | 600 | SH | SOLE | 600 | 0 | 0 | ||
BB&T CORP | COM | 054937107 | 246 | 7,404 | SH | OTR | 3,024 | 0 | 4,380 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 7,471 | 35 | SH | SOLE | 35 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 39,543 | 278,709 | SH | SOLE | 258,303 | 0 | 20,406 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 251 | 3,928 | SH | OTR | 3,428 | 0 | 500 | ||
DAILY JOURNAL CORP | COM | 233912104 | 1,528 | 7,808 | SH | SOLE | 7,808 | 0 | 0 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 202 | 2,500 | SH | OTR | 0 | 0 | 2,500 | ||
HEARTLAND EXPRESS INC | COM | 422347104 | 8,825 | 475,724 | SH | SOLE | 431,910 | 0 | 43,814 | ||
MICROSOFT CORP | COM | 594918104 | 1,095 | 19,830 | SH | SOLE | 19,830 | 0 | 0 | ||
NATIONAL HEALTH INVS INC | COM | 63633D104 | 206 | 3,100 | SH | OTR | 400 | 0 | 2,700 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 233 | 2,800 | SH | OTR | 800 | 0 | 2,000 | ||
ORACLE CORP | COM | 68389X105 | 964 | 23,562 | SH | SOLE | 23,562 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 482 | 4,909 | SH | OTR | 4,209 | 0 | 700 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 441 | 4,490 | SH | SOLE | 4,490 | 0 | 0 | ||
SYSCO CORP | COM | 871829107 | 16 | 350 | SH | OTR | 0 | 0 | 350 | ||
SYSCO CORP | COM | 871829107 | 17,904 | 383,136 | SH | SOLE | 349,359 | 0 | 33,777 | ||
TECH DATA CORP | COM | 878237106 | 8,574 | 111,688 | SH | SOLE | 102,656 | 0 | 9,032 | ||
U S G CORP | COM NEW | 903293405 | 4,643 | 187,155 | SH | SOLE | 172,670 | 0 | 14,485 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 921 | 9,199 | SH | SOLE | 9,199 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 212 | 2,260 | SH | SOLE | 2,260 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 18,065 | 172,345 | SH | SOLE | 155,803 | 0 | 16,542 | ||
WAL-MART STORES INC | COM | 931142103 | 600 | 8,764 | SH | SOLE | 8,246 | 0 | 518 | ||
WAL-MART STORES INC | COM | 931142103 | 7 | 102 | SH | OTR | 102 | 0 | 0 |