Abdul K. Kallon

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 79

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Children’s Village Board of Directors
  • Beta Kappa Boule Charitable Foundation
  • Alabama Law Foundation
  • Bethel Baptist Historic Renovation Foundation
  • Habitat for Humanity Birmingham
  • Sallie Mae
  • Wells Fargo
  • United States Federal Courts -- salary

As filed

Regions Bank Account — Interest — Sold (part)

Regions Bank Account 2 — Interest

Regions Bank Account 3 — Interest

Bank of America Account — Interest

BB and T Bank Account — Interest — Closed

American Express Bank — Interest — Open

Rental Property #1, Montgomery, AL (2009 $164 000) — Rent

Rental Property #2, Birmingham, AL (2015 $617.000) — Reat

NBC Brokerage Account

Apple Common Stock — Int/Div — Sold

Amazon.Com — None

Berkshire Hathaway Class B — None

Energen Corp — None

ExxonMobil — Int/Div

Facebook — None — Buy

Google Common Stock == Class A — None

Google Class C — None

Mueller Water Products — Int/Div

Vulcan Materials Common Stock — Int/Div

Walter Energy — None

RBC Bank Deposit Program (formerly Prime Money Market Fund) — Interest

Vanguard IRA

Vanguard 500 Index Fund — Int/Div

Vanguard Mid-Cad Index Fund — Int/Div

Vanguard Small Cap Growth Index Fund — Int/Div

Vanguard Total Int'l Stock Index Fund — Int/Div

Vanguard Wellington Fund — Int/Div

Vanguard Roth IRA

Vanguard 500 Index Fund — Int/Div

Vanguard Mid-Cad Index Fund — Int/Div

Vanguard Small Cap Growth Index Fund — Int/Div

Vanguard Total Int'l Stock Index Fund — Int/Div

Vanguard Wellington Fund — Int/Div

Vanguard Brokerage Account

High Dividend Yield Fund — Int/Div

Long-Term Tax Exempt Fund — Int/Div

Short-Term Tax Exempt Fund — None

Money Market Fund — None

Total Stock Market Index Fund — Int/Div

Memill Edge Account

Alibaba — None — Buy (add'l)

Amazon — None — Buy (add'l)

Apple — Int/Div

Bank of America — Int/Div — Buy (add'l)

BB&T — None

Buckeve Partners — Int/Div

Cisco — Int/Div

Clearbridge Growth Fund — Distribution

Clearbridge Large Cap Growth — Distribution

Clearbridge Large Cap Value — Distribution

Coca-Cola — Int/Div

DSW — None

Dunkin — Int/Div

Facebook — None — Buy (add'l)

Fifth Third Bancorp — Int/Div

First Solar — None

Ford — Int/Div

Goldman Sachs — Int/Div

Google Class A — None

Google Class C — None — Buy (add'l)

General Electric — Int/Div

JP Morgan Chase — Int/Div — Buy (add'l)

Lord Abbett Intermediate Tax Free — Int/Div

Lord Abbett Growth Leaders

Nissan — Int/Div

Pfizer — Int/Div

Proctor & Gamble — Int/Div

Regions — Int/Div — Sold (part)

Republic Bancorp — Int/Div

Tocqueville Int'l Value — Int/Div

Toyota — Int/Div

Twitter — None

Vanguard FTSE Emerging — Int/Div

Vanguard Dividend Growth — None

Vanguard 500 Index — Int/Div — Buy (add'l)

Vanguard Small Cap — Int/Div

Verizon — Int/Div

Zoe's — None

Wells Fargo Small Cap World Fund — Int/Div

Director, Children’s Village Board of Directors

Chair, Beta Kappa Boule Charitable Foundation

Director, Alabama Law Foundation

Director, Bethel Baptist Historic Renovation Foundation

Director, Habitat for Humanity Birmingham

Liability — Sallie Mae — Co-signer of student loans

Liability — Wells Fargo — Mortgage on rental property #1, Montgomery, AL (Pt, VII, line 7)

Spouse's income — 2016 — United States Federal Courts -- salary

Part VII -- Merril Edge Account {Lines 40 - 78)-- Four of the stocks { Amazon, Facebook, J.P. Morgan Chase, and Regions) had multiple transactions during the

year. The dates listed in Column D are the earliest transaction dates. For a more complete picture, [IN purchased shares on the following dates: (1) Facebook

= April 25, June 9, June 29, Oct. 6, Oct. 19, and Nov, 3; (2) Amazon -- Feb, 2 and Dec. 15; and (3) J. P. Morgan Chase == Jan. 22 and June 29; and sold some of

her Regions Bank shares on Aug. 9 and Oct, 13,

Also, in Part VII, the rental property in line 8 is actually the detached garage apartment || or that reason, the mortgage is not listed as a

Liability in Part VI.

Part 11 — Tremoved the 2013 agreement previously listed because I no longer expect to receive the final two payments that were due by June 30, 2014.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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