James J. Robinson
2012Annual
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What was filed
54
investments
1
positions
0
gifts
2
agreements
3
debts
3
reimbursements
1
income
1
spouse income
Named parties
- add'l div remvest
- Part VIII
- add'l div remnvest
- div shrs
- add’ div remvest
- add'l div reinvest
- Part VII
- shrs
- shares
- stock dividend
- Rambow Omega, Inc. (home for adults with developmental disabilities)
- Chase Bank USA, NA
- Memill Lynch (Bank of America-FIA Card Services NA)
- Merrill Lynch (American Express)
- Cumberland School of Law
- State Bar - Commercial : Law Section
- UL Ala. School of Law
- Burr & Forman LLC - retired partner's annunity
- Southern Companyv-retirement/pension
As filed
common stock Southern Co — Int/Div — Buy (add'l) — add'l div remvest
Goldman Sachs Str US Equity Class A mutual fund — None — Part VIII
WinSouth CU fka Community CU (deposit account) — Interest
Wells Fargo deposit accounts — Interest
Ummproved real estate lot-5t Stnons [s. Georgia — None
Manufacturers Life policies (2) — Int/Div
Mass Mutual Life- American Century Value mutual fund — None
Mass Mutual Life - guaranteed principal account — Interest
Unimproved real estate lot-Shelby Co., AL — None — Sold
American Capital World Growth Income Fund — Int/Div — Buy (add'l) — add'l div remnvest
American Growth Fund Class A — Int/Div — Buy (add'l) — add'l div remvest
Memill Lynch Ready Assets Money Fund — Int/Div
Federal Home Loan Mortgage Bond 5.125% — None — Redeemed
Federal Home Loan Mortgage Bond 4.5% — Interest
Federal Home Loan Mortgage Bond 6.125% — Interest
Amencan Legacy HI annuity — None
BIF Tax Exempt Money Fund — Int/Div
Federal Home Loan Mortgage Bond 4.5% — Interest
Common Stock Proassurance Corp. — Int/Div — Buy (add'l) — div shrs
American New Perspective Class A Mut, Fund — Int/Div — Buy (add'l) — add'l div remvest
Blackrock Small Cap Indext Fund Class A — Int/Div
FIA Card Servs Money Fund — Int/Div
American Capital World Income Class A Mut. Fund — Int/Div — Buy (add'l) — add’ div remvest
American Capital Income Builder Class, A Mut, Fund — Int/Div — Buy (add'l) — add'l div remvest
American Growth Fund of America Class A Mut, Fund — Int/Div — Buy (add'l) — add'l div remvest
American Fundamental Investors Fund — Int/Div — Buy (add'l) — add'l div remvest
American New Perspective Fund — Int/Div — Buy (add'l) — add'l div remvest
American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — add'l div reinvest
American Growth Fund of America Class A — Int/Div — Buy (add'l) — add'l div reinvest
American Intr. Bond Fund Class A — Int/Div — Buy (add'l) — add'l div remvest
Purchase Options in Southern Co. — None — Expired — Part VII
Kraft Foods — Int/Div — Sold (part) — Part VII
Progress Energy — None — with line 49) — Part VIII
NobleBank & Trust deposit account — Interest
MetLife, Inc — Int/Div
National Grid PLC SP ADR — Int/Div
Pfizer common — Int/Div — Buy (add'l) — shrs
Waste Management common — Int/Div
American Income Fund of America — Int/Div — Buy — add'l div remvest
Goldman Sachs Group Inc preferred — Int/Div
Centurylink common — Int/Div
Chevron Corp common — Int/Div — Buy — shares
Coca Cola common — Int/Div — Buy (add'l) — stock dividend
DuPont El de Nemours common — Int/Div
Genuine Parts common — Int/Div
Kimberly Clark common — Int/Div
McDonalds Corp common — Int/Div — Buy (add'l) — shrs
Microsoft Corp common — Int/Div
Duke Energy common — Int/Div — Part VII
Mondelez Int'l common — Int/Div — from line 12) — Part VII
Apple, Inc. common — Int/Div — Buy
BaRINA RASP (money fund) — Int/Div — Open
Retirement Reserves (money fund) — Int/Div — Open
Alliance Berstein common — Sold
Development Committee member, Rambow Omega, Inc. (home for adults with developmental disabilities)
Agreement — 1974 — Burr & Forman LLP Profit Sharing/Keogh Plan (former law firm-no control)
Agreement — 2006 — Burr & Forman LLP retired partner annuity (former law firm)
Liability — Chase Bank USA, NA — Credit Card (VISA)
Liability — Memill Lynch (Bank of America-FIA Card Services NA) — Credit Card (VISA)
Liability — Merrill Lynch (American Express) — Credit Card {American Express)
Reimbursement — Cumberland School of Law — 10052012 — Birmingham, AL — Speak at CLE seminar — seminar fee and lunch
Reimbursement — State Bar - Commercial : Law Section — 06/07/2012 06/10/2012 — Sand Destin, FL — Speaker at CLE seminar — seminir fee, lodgmg, meals and mileage
Reimbursement — UL Ala. School of Law — 11/16:2012 — Birmingham, AL — Speuker at CLI — seminar fee and lunch
Income — 2012 — Burr & Forman LLC - retired partner's annunity — S27.000.00
Spouse's income — 2012 — Southern Companyv-retirement/pension
Part VII - Line 2: In my 2011 Report | reported that this investment (Goldman Sachs Str US. Equity Class A mutual fund) was
in a small IRA account.
1 incorrectly reported in my 2011 Report that on an unknown date this investment had been liquidated and the proceeds rolled-over mto another IRA managed by
Merrill Lynch. 1 have since confirmed that Goldman Sachs was not made aware of
new address following our move after | was appointed to the bench,
thus
had not been receiving periodic statements from Goldman Sachs and incorrectly assumed this investment had been liquidated. Goldman Sachs located
our new address, contacted
, and confirmed that the IRA account was still active as reported on Line 2 of Part VIL Please consider the foregoing as an
amendment to my previous Reports.
Part VII - Line 31: The price to exercise the remaining options exceeded the stock purchase price, thus all remaining options were allowed to expire without being
exercised.
Part VII - Lines 32 & 50: Shares in Kraft were redemed in exchange for
Mondelez Int'l reported on lime 50.
Part VII - Line 33 & 49: Progress Energy merged into Duke Energy. | acquired the Duke Energy stock reported on line 40 from the merger.
Part VII: The notation ™__ shrs add'l div reinvest” appearing several times in column (5) of part D indicates that the particular mutual fund or stock paid a dividend
that was reinvested to purchase the number of additional shares stated. Dividends were declared from time to time during 2012, often more than once during the
year for any particular investment, so 1 did not list the exact date for each dividend and reinvestment.
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.